CARTER LAKE PRESERVATION SOCIETY INC C/O JOAN HARDER

EIN: 203786236 501(c)(3) Environment

CARTER LAKE, IA

Total Revenue
$36
Total Expenses
$600
Total Assets
$11,590
Net Assets
$11,590
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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
2005
Legal Domicile
IA
Principal Officer
JOAN HARDER
Phone
4022029297
Tax Period
2024-01-01 to 2024-12-31

CARTER LAKE PRESERVATION SOCIETY INC C/O JOAN HARDER, founded in 2005, is a micro nonprofit in the Environment sector that reported $36 in total revenue in fiscal year 2024. Expenses of $600 exceeded revenue, resulting in a 1567% operating deficit.

Mission

COMMUNITY BEAUTIFICATION AND PRESEVATION

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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 $36
Other Revenue $0
TOTAL REVENUE $36

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $600
Other Expenses $600
TOTAL EXPENSES $600

Year-over-Year Comparison

2024 2023 Change
Revenue $36 $34 +0.1%
Expenses $600 $646 -0.1%
Net Income $-564 $-612 -0.1%
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
N/A
Independent Members
N/A
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
0
$0
Total Directors
3
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
STEVE WILBUR PRESIDENT 0.00
Director
$0 $0 $0
CHRIS ROSELAND VICE PRESIDENT 0.00
Director
$0 $0 $0
JOAN HARDER SECRETARY/TREASURER 1.00
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
2024 $36 $600 $11,590 $-564
2023 $34 $646 $12,154 $-612
2022 $10 $852 $12,766 $-842
2021 $3 $798 $13,608 $-795
2020 $11 $731 $14,403 $-720
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