Richard Morton & Ruth Bailey Root Charitable Tr Fd
Only null% goes to programs Strong reserves Growing revenue
Richard Morton & Ruth Bailey Root Charitable Tr Fd is a 501(c)(3) organization based in Urbandale, Iowa, registered in 2004, with $437,169 in FY2024 revenue. CharityIndex grades it C+.
2301 128th St, Urbandale, IA, 50323 EIN 39-6779747 Since 2004
Revenue (FY2024)
$437K
▲ 9.1% vs prior year
Philanthropy median: $168K
Expenses (FY2024)
$348K
Net assets
$3.9M
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 Richard Morton & Ruth Bailey Root Charitable Tr Fd— 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 rating134 mo reserves · +20% 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 Richard Morton & Ruth Bailey Root Charitable Tr Fd: 134 mo reserves · +20% 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 Richard Morton & Ruth Bailey Root Charitable Tr Fd— 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 Richard Morton & Ruth Bailey Root Charitable Tr Fd: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Contact & location
- Address
- 2301 128th St, Urbandale, IA, 50323
- City
- Urbandale
- State
- Iowa
- Subcategory
- Private Foundations
Financial trends
Revenue grew from $222K (FY2013) to $437K (FY2024) across 12 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $0Net assets $3.9M
Operating margin
20.3%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$3.9M
Total liabilities
$0
Net assets
$3.9M
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $437,169▲9.1% | $348,430▲8.9% | $3,879,017▲2.3% | $3,879,017▲2.3% | 990PF |
| 2023 | $400,793▲19.1% | $319,982▼18.4% | $3,790,278▲2.2% | $3,790,278▲2.2% | 990PF |
| 2022 | $336,582▲13.1% | $391,991▲13.7% | $3,709,467▼1.5% | $3,709,467▼1.5% | 990PF |
| 2021 | $297,560▲37.3% | $344,678▲6.5% | $3,764,876▼1.2% | $3,764,876▼1.2% | 990PF |
| 2020 | $216,735▲11.9% | $323,666▲11.7% | $3,811,994▼2.7% | $3,811,994▼2.7% | 990PF |
| 2019 | $193,744▼17.6% | $289,796▼7.4% | $3,918,925▼2.4% | $3,918,925▼2.4% | 990PF |
| 2018 | $235,071▼17.6% | $312,927▲4.9% | $4,014,977▼1.9% | $4,014,977▼1.9% | 990PF |
| 2017 | $285,208▲20.9% | $298,293▼2.0% | $4,092,833▼0.3% | $4,092,833▼0.3% | 990PF |
| 2016 | $235,900▼53.8% | $304,246▲1.0% | $4,105,918▼1.6% | $4,105,918▼1.6% | 990PF |
| 2015 | $510,086▲51.1% | $301,176▲2.4% | $4,174,264▲5.3% | $4,174,264▲5.3% | 990PF |
| 2014 | $337,660▲52.3% | $294,179▲10.4% | $3,965,354▲1.1% | $3,965,354▲1.1% | 990PF |
| 2013 | $221,774 | $266,458 | $3,921,873 | $3,921,873 | 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.
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Frequently asked questions
- Is Richard Morton & Ruth Bailey Root Charitable Tr Fd a legitimate nonprofit?
- Yes. Richard Morton & Ruth Bailey Root Charitable Tr Fd is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 39-6779747, based in Urbandale, Iowa. Donations are tax-deductible.
- What is Richard Morton & Ruth Bailey Root Charitable Tr Fd's EIN?
- Richard Morton & Ruth Bailey Root Charitable Tr Fd's Employer Identification Number (EIN) is 39-6779747.
- How much revenue does Richard Morton & Ruth Bailey Root Charitable Tr Fd report?
- Richard Morton & Ruth Bailey Root Charitable Tr Fd reported $437,169 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does Richard Morton & Ruth Bailey Root Charitable Tr Fd have?
- CharityIndex grades Richard Morton & Ruth Bailey Root Charitable Tr Fd C+, based on financial health (reserves and operating margin).
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Data for Richard Morton & Ruth Bailey Root Charitable Tr Fd (EIN 39-6779747) 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.