DEWEY BYAR TRUST (EIN 516540190) - Form 990 Financial Analysis & Trantor Score

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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

2000

Legal Domicile

Principal Officer

F M BANK TRUST

Phone

3197542250

Tax Period

2025-01-01 to 2025-12-31

DEWEY BYAR TRUST, founded in 2000, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $121K in total revenue in fiscal year 2025. Revenue grew 10% year-over-year, indicating healthy expansion. The organization ran a surplus of $33K, a strong 27% operating margin.

Mission

THIS TESTAMENTRARY TRUST WAS SET UP FOR THE SOLE PURPOSE OF PROVIDING PROPERTY TAX RELIEF FOR THE TAXPAYERS OF DES MOINES COUNTY, IOWA.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $121,068

Other Revenue $0

TOTAL REVENUE $121,068

Expense Breakdown

Grants Paid $59,573

Salaries & Benefits $24,257

Fundraising Expenses $0

Program Expenses $59,573

Other Expenses $4,491

TOTAL EXPENSES $88,321

Year-over-Year Comparison

	2025	2024	Change
Revenue	$121,068	$110,064	+0.1%
Expenses	$88,321	$84,453	+0.0%
Net Income	$32,747	$25,611	+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

Governance

Voting Members

Independent Members

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
F M BANK TRUST	TRUSTEE	1.00		$24,287	$0	$24,287

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	$121,068	$88,321	$1,964,419	$32,747
2024	No data	No data	No data	No data
2023	$77,362	$78,009	$1,906,061	$-647
2022	$113,737	$86,232	$1,906,708	$27,505
2021	$221,420	$66,283	$1,879,203	$155,137
2020	$12,941	$75,749	$1,724,066	$-62,808
2019	$225,408	$83,006	$1,786,874	$142,402
2018	$108,713	$82,297	$1,644,472	$26,416

DEWEY BYAR TRUST