E Joe Lundsgaard Educational Trust
EIN: 421356317 · Cherokee, IA · NTEE: T20
| Metric | Value |
|---|---|
| Total Revenue | $157K |
| Total Expenses | $17K |
| Net Assets | $471K |
Search Intent Cockpit
E Joe Lundsgaard Educational Trust Form 990, Revenue, CEO Pay, and IRS Filing Signals
E Joe Lundsgaard Educational Trust is surfaced here as a decision-ready nonprofit financial profile, not just a charity listing. The page consolidates IRS Form 990 revenue, expenses, assets, tax-exempt classification, executive compensation, mission score, red flags, and year-by-year filing history so donors, researchers, journalists, and grant teams can answer the common search questions around E Joe Lundsgaard Educational Trust in one place.
Form 990 Filing Summary
4 filing years are available, with latest revenue of $18K and expenses of $17K.
Revenue and Expenses
E Joe Lundsgaard Educational Trust reported $18K in revenue and $17K in expenses, a surplus of $712.
Executive Compensation
Officer, director, trustee, and key employee pay is reviewed from IRS 990 compensation disclosures when present.
Charity Score and Red Flags
Mission score and red-flag review are shown when AI enrichment is available.
Is E Joe Lundsgaard Educational Trust Legit?
Insufficient Data
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
IRS 990 Data Cockpit
Where the Money Comes From and Where It Goes
Revenue Source Mix
Revenue-source line items are not available on the stored filing yet. Future ingestion now preserves contribution, program-revenue, and investment-income fields when ProPublica provides them.
Expense Deployment
Functional expense detail is not available on the stored filing yet. Existing program percentage and future extracted expense fields will populate this panel.
Across stored filings, E Joe Lundsgaard Educational Trust shows contribution history pending. Next enrichment targets: revenue-source fields, functional expense detail, IRS BMF classification, AI synthesis.
Decision Cockpit
One-Stop Donor, Research, and Peer Context Hub
| Decision Lens | Signal | What to Inspect Next |
|---|---|---|
| Legitimacy | Insufficient Data | Good filing record; no red flags identified |
| Mission spend | Pending | Unknown |
| Financial durability | Grade A | 4 stored filing years |
| Peer context | Compare with Latinas Unidas Por Un Nuevo Amanecer | Iowa and Philanthropy context |
Trust Check
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About E Joe Lundsgaard Educational Trust
E Joe Lundsgaard Educational Trust (EIN: 421356317) is a nonprofit organization based in Cherokee, IA, classified under NTEE code T20. The organization reported total revenue of $157K and total assets of $503K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of E Joe Lundsgaard Educational Trust's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
E Joe Lundsgaard Educational Trust is a small nonprofit that has been operating for 26 years, with 4 years of IRS 990 filings on record (2020–2023). Revenue has grown at a compound annual rate of -34.4%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $18K |
| Total Expenses | $17K |
| Surplus / Deficit | +$712 |
| Total Assets | $471K |
| Net Assets | $471K |
| Operating Margin | 4.0% |
| Months of Reserves | 329.1 months |
Financial Health Grade: A
In 2023, E Joe Lundsgaard Educational Trust reported a surplus of $712 with revenue exceeding expenses, holds 329.1 months of operating reserves (strong position).
Financial Trends
Over 4 years of filings (2020–2023), E Joe Lundsgaard Educational Trust's revenue has declined at a compound annual growth rate (CAGR) of -34.4%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2022 | -163.8% | +6.8% | -4.8% |
| 2021 | -61.0% | -33.3% | +3.6% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 2000 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Analysis Pending
AI enrichment for E Joe Lundsgaard Educational Trust has not yet been completed. Basic IRS 990 data is shown below. Check back later for a full transparency report including a Mission Score, spending breakdown, executive compensation analysis, and red flags assessment.
Mission Effectiveness Score
NonprofitSpending's AI analysis rates E Joe Lundsgaard Educational Trust with a Mission Score of 0 out of 100 (Very Poor). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
- The organization reported a surplus of $712, with revenue exceeding expenses.
Frequently Asked Questions about E Joe Lundsgaard Educational Trust
Is E Joe Lundsgaard Educational Trust a legitimate charity?
E Joe Lundsgaard Educational Trust (EIN: 421356317) is a registered tax-exempt nonprofit based in Iowa. It has 4 years of IRS 990 filings on record. Total revenue: $157K. No red flags identified. Financial health grade: A.
How does E Joe Lundsgaard Educational Trust spend its money?
E Joe Lundsgaard Educational Trust reported $157K in total revenue in IRS 990 filings. 4 years of filing data available. Revenue exceeded expenses in the most recent year. Review the full spending breakdown on NonprofitSpending.
Are donations to E Joe Lundsgaard Educational Trust tax-deductible?
E Joe Lundsgaard Educational Trust is registered as a tax-exempt nonprofit (EIN: 421356317). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Where is E Joe Lundsgaard Educational Trust located?
E Joe Lundsgaard Educational Trust is headquartered in Cherokee, Iowa and files with the IRS under EIN 421356317. It is classified under NTEE code T20.
How many years of IRS 990 filings does E Joe Lundsgaard Educational Trust have?
E Joe Lundsgaard Educational Trust has 4 years of IRS 990 filings on record at NonprofitSpending. Additional filing years may become available as the IRS releases new data. The most recent filing shows $157K in total revenue.
Filing History
IRS 990 filing history for E Joe Lundsgaard Educational Trust showing financial trends over 4 years of public records:
Over 4 years of IRS 990 filings (2020–2023), E Joe Lundsgaard Educational Trust's revenue has declined by 71.8%, moving from $63K to $18K. Total assets decreased by 1.2% over the same period, from $477K to $471K. Total functional expenses rose by 51.8%, from $11K to $17K. In its most recent filing year (2023), E Joe Lundsgaard Educational Trust reported a surplus of $712, with revenue exceeding expenses.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $18K | $17K | $471K | $0 | — | — |
| 2022 | $-15,806 | $8K | $470K | $0 | — | — |
| 2021 | $25K | $8K | $494K | $0 | — | — |
| 2020 | $63K | $11K | $477K | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $18K, expenses of $17K, and assets of $471K.
- 2022: Revenue of $-15,806, expenses of $8K, and assets of $470K (revenue -163.8% year-over-year).
- 2021: Revenue of $25K, expenses of $8K, and assets of $494K (revenue -61.0% year-over-year).
- 2020: Revenue of $63K, expenses of $11K, and assets of $477K.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for E Joe Lundsgaard Educational Trust:
Data Sources and Methodology
This transparency report for E Joe Lundsgaard Educational Trust is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.