Edward J Schwartz Perpetual Educational Tr Fund
501(c)(3) Donations tax-deductible
Only null% goes to programs Strong reserves Declining revenue
Edward J Schwartz Perpetual Educational Tr Fund is a 501(c)(3) organization based in Ottumwa, Iowa, registered in 1992, with $69,954 in FY2024 revenue. CharityIndex grades it C+.
Po Box 516, Ottumwa, IA, 52501 EIN 42-6476116 Since 1992
Revenue (FY2024)
$70K
▼ 12.7% vs prior year
Expenses (FY2024)
$43K
Net assets
$775K
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
C+
—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 Edward J Schwartz Perpetual Educational Tr Fund— 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 rating219 mo reserves · +39% 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 Edward J Schwartz Perpetual Educational Tr Fund: 219 mo reserves · +39% 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 Edward J Schwartz Perpetual Educational Tr Fund— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
DTransparency10% of the rating1 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 Edward J Schwartz Perpetual Educational Tr Fund: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Contact & location
Financial trends
Revenue grew from $23K (FY2013) to $70K (FY2024) across 12 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $0Net assets $775K
Operating margin
39.2%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$775K
Total liabilities
$0
Net assets
$775K
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $69,954▼12.7% | $42,503▲2.0% | $774,645▲3.7% | $774,645▲3.7% | 990PF |
| 2023 | $80,150▲247% | $41,678▲21.0% | $747,192▲4.3% | $747,192▲4.3% | 990PF |
| 2022 | $23,101▼76.5% | $34,439▼22.0% | $716,640▼1.6% | $716,640▼1.6% | 990PF |
| 2021 | $98,146▲221% | $44,143▲8.4% | $727,978▲8.0% | $727,978▲8.0% | 990PF |
| 2020 | $30,558▼18.8% | $40,710▼7.6% | $673,970▼1.5% | $673,970▼1.5% | 990PF |
| 2019 | $37,649▼23.7% | $44,056▲73.6% | $684,121▼0.9% | $684,121▼0.9% | 990PF |
| 2018 | $49,338▲54.4% | $25,384▼35.7% | $690,528▲3.5% | $690,528▲3.5% | 990PF |
| 2017 | $31,953▲138% | $39,479▼4.1% | $667,170▼1.0% | $667,170▼1.0% | 990PF |
| 2016 | $13,426▼66.4% | $41,178▼1.7% | $674,181▼3.6% | $674,181▼3.6% | 990PF |
| 2015 | $39,994▼9.1% | $41,901▼6.7% | $699,645▼0.2% | $699,645▼0.2% | 990PF |
| 2014 | $43,994▲92.0% | $44,911▼7.9% | $700,940▼0.1% | $700,940▼0.1% | 990PF |
| 2013 | $22,917 | $48,763▲14.2% | $701,858▼3.6% | $701,858▼3.6% | 990PF |
| 2012 | — | $42,689▲1.1% | $727,701▲13.6% | $727,701▲13.6% | 990PF |
| 2011 | — | $42,219 | $640,603▼3.0% | $640,603▼3.0% | 990PF |
| 2010 | — | $42,223 | $660,353 | $660,353 | 990PF |
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.
Frequently asked questions
- Is Edward J Schwartz Perpetual Educational Tr Fund a legitimate nonprofit?
- Yes. Edward J Schwartz Perpetual Educational Tr Fund is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 42-6476116, based in Ottumwa, Iowa. Donations are tax-deductible.
- What is Edward J Schwartz Perpetual Educational Tr Fund's EIN?
- Edward J Schwartz Perpetual Educational Tr Fund's Employer Identification Number (EIN) is 42-6476116.
- How much revenue does Edward J Schwartz Perpetual Educational Tr Fund report?
- Edward J Schwartz Perpetual Educational Tr Fund reported $69,954 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does Edward J Schwartz Perpetual Educational Tr Fund have?
- CharityIndex grades Edward J Schwartz Perpetual Educational Tr Fund C+, based on financial health (reserves and operating margin).
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Data for Edward J Schwartz Perpetual Educational Tr Fund (EIN 42-6476116) 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.