Civic Intelligence

E W Montgomery Trusteeship

990 • Fiscal year 2023 • EIN 42-1111284

Jul 01, 2022 to Jun 30, 2023 • Filed on Oct 16, 2023

Organization Profilewww.jewell.lob.ia.us
PO Box 207Jewell, IA 50130-0207

(515) 827-5112

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

32nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

32nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

79th percentile

26%

Higher net margin than 79% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Asset Growth

89th percentile

60%

Faster asset growth than 89% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

63rd percentile

19%

Faster revenue growth than 63% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Flat

$906,080

Flat from 2023

Net Assets

Flat

$906,080

Flat from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin79th percentile

Revenue

Flat

$140,870

Flat from 2023

Expenses

Flat

$104,205

Flat from 2023

Net Income

Flat

$36,665

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth89th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0Assets 2011: $373,290Liabilities 2011: $0Net Assets 2011: $373,2902011Assets 2012: $406,391Liabilities 2012: $02012Assets 2013: $417,782Liabilities 2013: $02013Assets 2014: $449,849Liabilities 2014: $0Net Assets 2014: $449,8492014Assets 2015: $434,626Liabilities 2015: $0Net Assets 2015: $434,6262015Assets 2016: $476,507Liabilities 2016: $0Net Assets 2016: $476,5072016Assets 2017: $523,459Liabilities 2017: $0Net Assets 2017: $523,4592017Assets 2018: $506,795Liabilities 2018: $0Net Assets 2018: $506,7952018Assets 2019: $541,081Liabilities 2019: $0Net Assets 2019: $541,0812019Assets 2020: $537,949Liabilities 2020: $0Net Assets 2020: $537,9492020Assets 2021: $603,643Liabilities 2021: $0Net Assets 2021: $603,6432021Assets 2022: $567,795Liabilities 2022: $0Net Assets 2022: $567,7952022Assets 2023: $906,080Liabilities 2023: $0Net Assets 2023: $906,0802023Assets 2023: $906,080Liabilities 2023: $0Net Assets 2023: $906,0802023Assets 2024: $954,712Liabilities 2024: $0Net Assets 2024: $954,7122024Assets 2025: $1,010,307Liabilities 2025: $0Net Assets 2025: $1,010,3072025

Highlighted filing

2023

Assets$906,080
Liabilities$0
Net Assets$906,080
Open 2023 Filing

Operations Trend

Revenue Growth63rd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$150K$100K$50K$0-$50KRevenue 2011: $81,804Expenses 2011: $65,687Net Income 2011: $16,1172011Revenue 2012: $98,681Expenses 2012: $90,371Net Income 2012: $8,3102012Revenue 2013: $95,172Expenses 2013: $80,362Net Income 2013: $14,8102013Revenue 2014: $111,346Expenses 2014: $77,751Net Income 2014: $33,5952014Revenue 2015: $95,402Expenses 2015: $81,967Net Income 2015: $13,4352015Revenue 2016: $107,260Expenses 2016: $88,878Net Income 2016: $18,3822016Revenue 2017: $125,210Expenses 2017: $88,731Net Income 2017: $36,4792017Revenue 2018: $106,428Expenses 2018: $87,750Net Income 2018: $18,6782018Revenue 2019: $97,685Expenses 2019: $97,860Net Income 2019: -$1752019Revenue 2020: $113,986Expenses 2020: $96,150Net Income 2020: $17,8362020Revenue 2021: $114,730Expenses 2021: $91,292Net Income 2021: $23,4382021Revenue 2022: $118,584Expenses 2022: $103,147Net Income 2022: $15,4372022Revenue 2023: $140,870Expenses 2023: $104,205Net Income 2023: $36,6652023Revenue 2023: $140,870Expenses 2023: $104,205Net Income 2023: $36,6652023Revenue 2024: $162,254Expenses 2024: $108,422Net Income 2024: $53,8322024Revenue 2025: $166,744Expenses 2025: $110,346Net Income 2025: $56,3982025

Highlighted filing

2023

Revenue$140,870
Expenses$104,205
Net Income$36,665
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Oct 16, 2023
Return Version
2022v5.0
Gross Receipts
$140,870
Mission and Program Overview

Mission

Public library serving the residents of the city of jewell, iowa, population of 1,215 people and the residents of hamilton county, iowa, population of 15,673 people.

Public library serving the residents of the City of Jewell, Iowa, population 1,215 people and the residents of Hamilton County, Iowa, population of 15,673 people.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$309,460$832,443▲ $522,983
Savings and Temporary Cash Investments$258,335$73,637▼ $184,698
Total Assets$567,795$906,080▲ $338,285
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$567,795$906,080▲ $338,285
Total Net Assets Fund Balance$567,795$906,080▲ $338,285
Total Liabilities and Net Assets / Fund Balance$567,795$906,080▲ $338,285
Compensation and Service Providers
Top Officer Pay54th percentile

Board Members and Trustees

NameTitle
Ashley WatkinsTrustee
Kristine FlaughTrustee
Larry KoehnkTrustee
Roxanne YoungLibrarian
Revenue and Support

Revenue Composition

Contributions and Grants
$97,234
Program Service Revenue
$0
Investment Income
$34,173
Other Revenue
$9,463
All Other Contributions
$4,500
Change in Net Assets
$36,665
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$67,124
Other Expenses$37,081
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$49,471--$49,471
Payroll Taxes$17,653--$17,653
All Other Expenses$9,022--$9,022
Office Expenses$1,303--$1,303
Fees for Services Legal$500--$500
Other Expenses$10--$10
Total Functional Expenses$104,205$0$0$104,205
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

“The Trustees review the From 990 prior to its filing with the Internal Revenue Service. The review includes, but is not limited to, a reconciliation between the Form 990 and the Financial Statements.”

Governing documents etc available to public Part VI line 19

“The Trustees make the governing documents, financial statements, and Form 990 available to the public, upon request.”

Filing and Contact Details

Filer

Filer Name
EW Montgomery Trusteeship
EIN
42-1111284
Address
PO Box 207, Jewell, IA 50130-0207

Signing Officer

Name
Roxanne Young
Title
Librarian
Phone
5158275112
Signed
2023-10-16
Discuss with paid preparer
Yes

Organization Details

Formed
1949
Legal Domicile
Ia
Voting Board Members
3
Independent Board Members
3
Employees
2

Preparer

Firm
Deppe Law Office
Address
PO Box 86, Jewell, IA 50130
Preparer
Justin T Deppe
Phone
5158275404
Raw XML Appendix316 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/OtherExpensesGrp/Desc2FurnitureEquipment
IRS990/OtherExpensesGrp/Desc3Court Costs
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Trustees review the From 990 prior to its filing with the Internal Revenue Service. The review includes, but is not limited to, a reconciliation between the Form 990 and the Financial Statements.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Trustees make the governing documents, financial statements, and Form 990 available to the public, upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Governing documents etc available to public Part VI line 19
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ReturnHeader/BusinessOfficerGrp/PersonNm0Roxanne Young
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Librarian
ReturnHeader/BusinessOfficerGrp/PhoneNum05158275112
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EW Montgomery Trusteeship
ReturnHeader/Filer/BusinessNameControlTxt0EWMO
ReturnHeader/Filer/EIN0421111284
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 207
ReturnHeader/Filer/USAddress/CityNm0Jewell
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ReturnHeader/Filer/USAddress/ZIPCd0501300207
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Deppe Law Office
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 86
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Jewell
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd050130
ReturnHeader/PreparerPersonGrp/PhoneNum05158275404
ReturnHeader/PreparerPersonGrp/PreparationDt02023-10-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JUSTIN T DEPPE
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ReturnHeader/ReturnTs02023-10-16T13:55:29-04:00
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ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$906,080
Liabilities
$0
Net assets
$906,080
Revenue
$140,870
Expenses
$104,205
Net income
$36,665
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.01$0.00$1.01$0.17$0.11$0.06
2024Summary only. Only limited summary data is available for this year.$0.95$0.00$0.95$0.16$0.11$0.05
2023Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.14$0.10$0.04
2023Summary only. Only limited summary data is available for this year.$0.91$0.00$0.91$0.14$0.10$0.04
2022Summary only. Only limited summary data is available for this year.$0.57$0.00$0.57$0.12$0.10$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.60$0.00$0.60$0.11$0.09$0.02
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.54$0.00$0.54$0.11$0.10$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.54$0.00$0.54$0.10$0.10$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.51$0.00$0.51$0.11$0.09$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.52$0.00$0.52$0.13$0.09$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$0.11$0.09$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.43$0.00$0.43$0.10$0.08$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$0.11$0.08$0.03
2013Summary only. Only limited summary data is available for this year.$0.42$0.00$0.10$0.08$0.01
2012Summary only. Only limited summary data is available for this year.$0.41$0.00$0.10$0.09$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.37$0.00$0.37$0.08$0.07$0.02