IOWA CENTER FOR ECONOMIC SUCCESS (EIN 201037604) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2004

Legal Domicile

Principal Officer

ERIN STRAWN

Phone

5152830940

Tax Period

2024-07-01 to 2025-06-30

IOWA CENTER FOR ECONOMIC SUCCESS, founded in 2004, is a community nonprofit in the Community Improvement sector that reported $1.4M in total revenue in fiscal year 2024. Expenses of $1.4M left a modest 4% surplus.

Mission

EMPOWER IOWANS WITH THE POTENTIAL TO SUCCEED AS THEY PURSUE FINANCIAL SUCCESS.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,325,529

Program Service Revenue $88,238

Investment Income $2,775

Other Revenue $0

TOTAL REVENUE $1,416,542

Expense Breakdown

Grants Paid $23,965

Salaries & Benefits $879,108

Fundraising Expenses $126,846

Program Expenses $1,020,828

Other Expenses $455,131

TOTAL EXPENSES $1,358,204

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,416,542	$1,353,419	+0.0%
Expenses	$1,358,204	$1,329,227	+0.0%
Net Income	$58,338	$24,192	+1.4%

Key Indicators

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

🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Governance

Voting Members

Independent Members

Employees

Volunteers

163

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

$366,198

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CODEL FRANKLIN	CHAIR	3.00	Officer Director	$0	$0	$0
MLIVIC NERMA	VICE CHAIR	3.00	Officer Director	$0	$0	$0
PHILLIPS MARK	TREASURER	3.00	Officer Director	$0	$0	$0
RHONE JODI	SECRETARY	3.00	Officer Director	$0	$0	$0
BUNNEY MARI	DIRECTOR	1.00	Director	$0	$0	$0
CHORNIAK KEVIN	DIRECTOR	1.00	Director	$0	$0	$0
EVERETT DAVID	DIRECTOR	1.00	Director	$0	$0	$0
GU JINGKAN	DIRECTOR	1.00	Director	$0	$0	$0
ROLOW ANN	DIRECTOR	1.00	Director	$0	$0	$0
SHAH TAUFEEK	DIRECTOR	1.00	Director	$0	$0	$0
WING CLARISSA	DIRECTOR	1.00	Director	$0	$0	$0
WONG CHINA	DIRECTOR	1.00	Director	$0	$0	$0
WRIGHT BILL	DIRECTOR	1.00	Director	$0	$0	$0
MILLIGAN MEGAN	PRESIDENT AND CEO	36.00	Officer	$137,500	$9,756	$147,256
WISKUS DONNELL	VP OF FINANCE	25.00	Officer	$102,375	$5,505	$107,880
VENALES JOSE	DIRECTOR OF CREDIT	25.00	Officer	$101,728	$9,334	$111,062

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	$1,416,542	$1,358,204	$1,669,276	$58,338
2024	$1,353,419	$1,329,227	$1,569,350	$24,192
2023	$1,154,286	$1,340,376	$1,323,583	$-186,090
2022	$1,455,133	$1,218,083	$1,055,272	$237,050
2021	$1,262,491	$1,325,210	$1,056,897	$-62,719
2020	$1,490,273	$1,076,281	$1,886,350	$413,992
2019	$985,630	$963,668	$494,978	$21,962
2018	$958,219	$936,861	$465,592	$21,358

IOWA CENTER FOR ECONOMIC SUCCESS