JOHN W NELSON TRUST TW - 20805200

EIN: 426084354 501(c)(3) Philanthropy & Grantmaking

CARROLL, IA

Total Revenue
$331,576
Total Expenses
$354,577
Total Assets
$1,037,305
Net Assets
$1,037,305
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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
1988
Legal Domicile
IA
Phone
7127929772
Tax Period
2024-05-01 to 2025-04-30

JOHN W NELSON TRUST TW - 20805200, founded in 1988, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $332K in total revenue in fiscal year 2024. Net assets of $1.0M represent 38 months of operating reserves.

Mission

TO SUPPORT THE VARIOUS COMMUNITIES, CHURCH MISSIONS AND MAINTENANCE OF THE FAITH LUTHERAN CHURCH

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $21,020
Other Revenue $310,556
TOTAL REVENUE $331,576

Expense Breakdown

Grants Paid $319,822
Salaries & Benefits $33,615
Fundraising Expenses $0
Program Expenses $319,822
Other Expenses $1,140
TOTAL EXPENSES $354,577

Year-over-Year Comparison

2024 2023 Change
Revenue $331,576 $335,353 0.0%
Expenses $354,577 $367,675 0.0%
Net Income $-23,001 $-32,322 -0.3%
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

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Governance

Voting Members
1
Independent Members
1
Employees
N/A
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
1
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
IOWA SAVINGS BANK TRUSTEE 10.00
$33,615 $0 $33,615
ANN MENZEL VICE PRESIDENT AND TRUST OFFICER 0.00
Officer
$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 $331,576 $354,577 $1,037,305 $-23,001
2024 $335,353 $367,675 $1,025,007 $-32,322
2023 $322,602 $361,588 $1,023,634 $-38,986
2022 $295,239 $290,111 $1,033,403 $5,128
2021 $247,139 $262,924 $1,074,762 $-15,785
2020 $246,797 $260,398 $938,486 $-13,601
2019 $245,073 $242,119 $987,241 $2,954
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