E W Montgomery Trusteeship
501(c)(3) Donations tax-deductible
Only null% goes to programs Strong reserves Growing revenue
E W Montgomery Trusteeship is a 501(c)(3) organization based in Jewell, Iowa, registered in 1988, with $166,744 in FY2024 revenue. CharityIndex grades it B.
711 Main St, Jewell, IA, 50130 EIN 42-1111284 Since 1988
Revenue (FY2024)
$167K
▲ 2.8% vs prior year
Expenses (FY2024)
$110K
Net assets
$1.0M
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
B
—Program efficiency40% of the ratingNo expense breakdown in filings
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for E W Montgomery Trusteeship— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
B+Financial health25% of the rating110 mo reserves · +34% margin
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For E W Montgomery Trusteeship: 110 mo reserves · +34% margin earns a B+ on this criterion. See the exact thresholds →
—Governance25% of the ratingNot reported in this filing type
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for E W Montgomery Trusteeship— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
CTransparency10% of the rating2 of 5 disclosure signals
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For E W Montgomery Trusteeship: 2 of 5 disclosure signals earns a C on this criterion. See the exact thresholds →
Show this grade on your website
A live seal — it updates automatically when the grade changes and links donors to this verified profile.
Contact & location
Financial trends
Revenue grew from $82K (FY2010) to $167K (FY2024) across 13 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $0Net assets $1.0M
Operating margin
33.8%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$1.0M
Total liabilities
$0
Net assets
$1.0M
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $166,744▲2.8% | $110,346▲1.8% | $1,010,307▲5.8% | $1,010,307▲5.8% | 990 |
| 2023 | $162,254▲15.2% | $108,422▲4.0% | $954,712▲5.4% | $954,712▲5.4% | 990 |
| 2022 | $140,870▲18.8% | $104,205▲1.0% | $906,080▲59.6% | $906,080▲59.6% | 990 |
| 2021 | $118,584▲3.4% | $103,147▲13.0% | $567,795▼5.9% | $567,795▼5.9% | 990 |
| 2020 | $114,730▲0.7% | $91,292▼5.1% | $603,643▲12.2% | $603,643▲12.2% | 990 |
| 2019 | $113,986▲16.7% | $96,150▼1.7% | $537,949▼0.6% | $537,949▼0.6% | 990 |
| 2018 | $97,685▼8.2% | $97,860▲11.5% | $541,081▲6.8% | $541,081▲6.8% | 990 |
| 2017 | $106,428▼15.0% | $87,750▼1.1% | $506,795▼3.2% | $506,795▼3.2% | 990 |
| 2016 | $125,210▲16.7% | $88,731▼0.2% | $523,459▲9.9% | $523,459▲9.9% | 990 |
| 2015 | $107,260▲12.4% | $88,878▲8.4% | $476,507▲9.6% | $476,507▲9.6% | 990EZ |
| 2014 | $95,402▼14.3% | $81,967▲5.4% | $434,626▼3.4% | $434,626▼3.4% | 990EZ |
| 2013 | $111,346▲36.1% | $77,751▲18.4% | $449,849▲20.5% | $449,849▲20.5% | 990EZ |
| 2010 | $81,804 | $65,687 | $373,290 | $373,290 | 990EZ |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
Grants received · $33K total
2 grants to E W Montgomery Trusteeship totaling $33K, reported by foundations on their Schedule I filings.
| Grantmaker | Purpose | Year | Amount |
|---|---|---|---|
| Fidelity Investments Charitable Gift Fund | For grant recipient's exempt purposes | 2016 | $25,461 |
| Community Fdn of Greater Des Moines | Grant distribution | 2014 | $7,500 |
Frequently asked questions
- Is E W Montgomery Trusteeship a legitimate nonprofit?
- Yes. E W Montgomery Trusteeship is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 42-1111284, based in Jewell, Iowa. Donations are tax-deductible.
- What is E W Montgomery Trusteeship's EIN?
- E W Montgomery Trusteeship's Employer Identification Number (EIN) is 42-1111284.
- How much revenue does E W Montgomery Trusteeship report?
- E W Montgomery Trusteeship reported $166,744 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does E W Montgomery Trusteeship have?
- CharityIndex grades E W Montgomery Trusteeship B, based on financial health (reserves and operating margin).
More nonprofits in Jewell
Explore more
Data for E W Montgomery Trusteeship (EIN 42-1111284) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.