John W Nelson Trust
Only null% goes to programs Strong reserves
John W Nelson Trust is a 501(c)(3) organization based in Carroll, Iowa, registered in 1966, with $331,576 in FY2024 revenue. CharityIndex grades it C+.
Iowa Savings Bank 510 W Us Hwy 30, Carroll, IA, 51401 EIN 42-6084354 Since 1966
Revenue (FY2024)
$332K
▼ 1.1% vs prior year
Philanthropy median: $168K
Expenses (FY2024)
$355K
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.
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 John W Nelson Trust— 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 rating35 mo reserves · -7% 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 John W Nelson Trust: 35 mo reserves · -7% 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 John W Nelson Trust— 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 John W Nelson Trust: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Contact & location
- Address
- Iowa Savings Bank 510 W Us Hwy 30, Carroll, IA, 51401
- City
- Carroll
- State
- Iowa
- Subcategory
- Philanthropy Programs
Financial trends
Revenue declined from $407K (FY2013) to $332K (FY2024) across 11 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $0Net assets $1.0M
Operating margin
-6.9%
Spent more than it raised 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 | $331,576▼1.1% | $354,577▼3.6% | $1,037,305▲1.2% | $1,037,305▲1.2% | 990 |
| 2023 | $335,353▲4.0% | $367,675▲1.7% | $1,025,007▲0.1% | $1,025,007▲0.1% | 990 |
| 2022 | $322,602▲9.3% | $361,588▲24.6% | $1,023,634▼0.9% | $1,023,634▼0.9% | 990 |
| 2021 | $295,239▲19.5% | $290,111▲10.3% | $1,033,403▼3.8% | $1,033,403▼3.8% | 990 |
| 2020 | $247,139▲0.1% | $262,924▲1.0% | $1,074,762▲14.5% | $1,074,762▲14.5% | 990 |
| 2019 | $246,797▲0.7% | $260,398▲7.5% | $938,486▼4.9% | $938,486▼4.9% | 990 |
| 2018 | $245,073▲6.9% | $242,119▼1.1% | $987,241▲1.9% | $987,241▲1.9% | 990 |
| 2017 | $229,236▲5.6% | $244,893▼2.7% | $968,872▲1.2% | $968,872▲1.2% | 990 |
| 2016 | $217,036▼24.8% | $251,778▼12.3% | $957,326▼3.4% | $957,326▼3.4% | 990 |
| 2014 | $288,483▼29.1% | $287,156▲5.3% | $990,650▲0.1% | $990,650▲0.1% | 990PF |
| 2013 | $406,786 | $272,735▲6.5% | $989,323▲15.7% | $989,323▲15.7% | 990 |
| 2012 | — | $256,026▲15.9% | $855,272▲0.3% | $855,272▲0.3% | 990 |
| 2011 | — | $220,937 | $852,928 | $852,928 | 990 |
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.
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Compare John W Nelson Trust
Frequently asked questions
- Is John W Nelson Trust a legitimate nonprofit?
- Yes. John W Nelson Trust is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 42-6084354, based in Carroll, Iowa. Donations are tax-deductible.
- What is John W Nelson Trust's EIN?
- John W Nelson Trust's Employer Identification Number (EIN) is 42-6084354.
- How much revenue does John W Nelson Trust report?
- John W Nelson Trust reported $331,576 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does John W Nelson Trust have?
- CharityIndex grades John W Nelson Trust C+, based on financial health (reserves and operating margin).
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Data for John W Nelson Trust (EIN 42-6084354) 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.