Nellie R Sherwood Trust
Only null% goes to programs Strong reserves Declining revenue
Nellie R Sherwood Trust is a 501(c)(3) organization based in Cedar Rapids, Iowa, registered in 1952, with $6,978 in FY2024 revenue. CharityIndex grades it B.
1026 A Ave Ne, Cedar Rapids, IA, 52402 EIN 42-6061621 Since 1952
Revenue (FY2024)
$6,978
▲ 72.1% vs prior year
Membership median: $185K
Expenses (FY2024)
$4,026
Net assets
$131K
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 Nellie R Sherwood 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 rating390 mo reserves · +42% 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 Nellie R Sherwood Trust: 390 mo reserves · +42% 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 Nellie R Sherwood Trust— 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 Nellie R Sherwood Trust: 2 of 5 disclosure signals earns a C on this criterion. See the exact thresholds →
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Contact & location
- Address
- 1026 A Ave Ne, Cedar Rapids, IA, 52402
- City
- Cedar Rapids
- State
- Iowa
- Category
- Mutual & Membership Benefit
- Subcategory
- Pension & Retirement Funds
- Website
- …
Financial trends
Revenue declined from $9,940 (FY2013) to $6,978 (FY2024) across 12 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $2,810Net assets $131K
Operating margin
42.3%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$134K
Total liabilities
$2,810
Net assets
$131K
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $6,978▲72.1% | $4,026▼49.4% | $130,855▲6.7% | $133,665▲3.3% | 990 |
| 2023 | $4,054▼66.7% | $7,959▼8.8% | $122,653▲2.3% | $129,372▼6.3% | 990 |
| 2022 | $12,157▲1.9% | $8,725▼14.9% | $119,948▼12.6% | $138,012▼6.7% | 990 |
| 2021 | $11,925▲61.8% | $10,256▼2.8% | $137,176▲4.4% | $147,967▼4.3% | 990 |
| 2020 | $7,369▲42.1% | $10,554▼15.0% | $131,403▲15.8% | $154,645▲23.5% | 990 |
| 2019 | $5,184▼31.6% | $12,416▲19.4% | $113,453▲12.8% | $125,213▲14.7% | 990 |
| 2018 | $7,576▲0.1% | $10,398▼19.9% | $100,586▼13.4% | $109,179▼13.8% | 990 |
| 2017 | $7,567▲76.4% | $12,977▼10.0% | $116,133▲3.3% | $126,685▼11.7% | 990 |
| 2016 | $4,290▼23.8% | $14,414▼20.9% | $112,391▲1.9% | $143,401▲12.2% | 990 |
| 2015 | $5,627▼10.7% | $18,214▲13.3% | $110,329▼5.3% | $127,854▲9.8% | 990 |
| 2014 | $6,301▼36.6% | $16,077▼5.4% | $116,484▼7.6% | $116,484▼7.6% | 990 |
| 2013 | $9,940 | $16,986▼14.0% | $126,044▲0.5% | $126,044▲0.5% | 990 |
| 2012 | — | $19,758▼15.0% | $125,427▼3.3% | $125,427▼3.3% | 990 |
| 2011 | — | $23,256▼7.3% | $129,668▼15.4% | $129,668▼15.4% | 990 |
| 2010 | — | $25,100 | $153,260 | $153,260 | 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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Frequently asked questions
- Is Nellie R Sherwood Trust a legitimate nonprofit?
- Yes. Nellie R Sherwood Trust is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 42-6061621, based in Cedar Rapids, Iowa. Donations are tax-deductible.
- What is Nellie R Sherwood Trust's EIN?
- Nellie R Sherwood Trust's Employer Identification Number (EIN) is 42-6061621.
- How much revenue does Nellie R Sherwood Trust report?
- Nellie R Sherwood Trust reported $6,978 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does Nellie R Sherwood Trust have?
- CharityIndex grades Nellie R Sherwood Trust B, based on financial health (reserves and operating margin).
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Data for Nellie R Sherwood Trust (EIN 42-6061621) 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.