Ida Grove Community Foundation Inc (EIN 200774022) - 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

2004

Legal Domicile

Principal Officer

Traci Buehler

Phone

7123642421

Tax Period

2023-01-01 to 2023-12-31

Ida Grove Community Foundation Inc, founded in 2004, is a small nonprofit in the Community Improvement sector that reported $125K in total revenue in fiscal year 2023. Revenue decreased 10% compared to the prior year. The organization ran a surplus of $27K, a strong 22% operating margin.

Mission

Programs for Ida Grove, Iowa and surrounding area, including rehabilitation and operation of an historic theater in Ida Grove.

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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 (2023)

Revenue Breakdown

Contributions & Grants $13,855

Program Service Revenue $94,445

Investment Income $2,507

Other Revenue $14,450

TOTAL REVENUE $125,257

Expense Breakdown

Grants Paid $0

Salaries & Benefits $26,090

Fundraising Expenses $0

Program Expenses $9,718

Other Expenses $71,739

TOTAL EXPENSES $97,829

Year-over-Year Comparison

	2023	2022	Change
Revenue	$125,257	$139,281	-0.1%
Expenses	$97,829	$105,947	-0.1%
Net Income	$27,428	$33,334	-0.2%

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

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
Traci Buehler	President	010.00	Officer Director	$0	$0	$0
Marla Keating	Treasurer	010.00	Officer Director	$0	$0	$0
Ryan Goodman	Vice President	001.00	Officer Director	$0	$0	$0
Beth Wolterman	Secretary	010.00	Officer Director	$0	$0	$0
Owen Bolte	Director	001.00	Director	$0	$0	$0
Dan Gosch	Director	001.00	Director	$0	$0	$0
N/A	Director	001.00	Director	$0	$0	$0
Paul Cates	Director	001.00	Director	$0	$0	$0
Sandy Ullrich	Director	001.00	Director	$0	$0	$0
Brian Lundell	Director	001.00	Director	$0	$0	$0
Cheryl Gosch	Director	001.00	Director	$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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$125,257	$97,829	$466,291	$27,428
2022	$139,281	$105,947	$547,323	$33,334
2021	$101,557	$82,475	$525,121	$19,082
2020	$99,804	$71,644	$489,569	$28,160
2019	$154,227	$37,683	$467,406	$116,544

Ida Grove Community Foundation Inc