EW Montgomery Trusteeship

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1949

Legal Domicile

Phone

5158275112

Tax Period

2024-07-01 to 2025-06-30

EW Montgomery Trusteeship, founded in 1949, is a small nonprofit that reported $167K in total revenue in fiscal year 2024. The organization ran a surplus of $56K, a strong 34% operating margin.

Mission

Public library serving the residents of the City of Jewell, Iowa, population 1,215 people and the residents of Hamilton County, Iowa, population of 15,673 people.

Program Service Accomplishments

Program 1

Expenses: $110,346 Revenue: $1,595

The Montgomery Memorial Library had a circulation of 10,892 physical items and 3,662 downloadable items. There are 807 registered users of the library. There were a total of 96 library programs for children, young adults, and adults. There were a total of 1,371 people who attended these programs. There was a total of 8,135 people who used the library and there were 8 people who utilized curbside pickups and there were 26 people who utilized delivery to patrons.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $103,808

Program Service Revenue $0

Investment Income $54,201

Other Revenue $8,735

TOTAL REVENUE $166,744

Expense Breakdown

Grants Paid $0

Salaries & Benefits $76,379

Fundraising Expenses $0

Program Expenses $110,346

Other Expenses $33,967

TOTAL EXPENSES $110,346

Year-over-Year Comparison

	2024	2023	Change
Revenue	$166,744	$162,254	+0.0%
Expenses	$110,346	$108,422	+0.0%
Net Income	$56,398	$53,832	+0.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kristine Flaugh	Trustee	1.00	Director	$0	$0	$0
Larry Koehnk	Trustee	1.00	Director	$0	$0	$0
Ashley Watkins	Trustee	1.00	Director	$0	$0	$0
Roxanne Young	Librarian	20.00	Highest	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$166,744	$110,346	$1,010,307	$56,398
2024	$162,254	$108,422	$954,712	$53,832
2023	$140,870	$104,205	$906,080	$36,665
2022	$118,584	$103,147	$567,795	$15,437
2021	$114,730	$91,292	$603,643	$23,438
2020	$113,986	$96,150	$537,949	$17,836
2019	$97,685	$97,860	$541,081	$-175