IOWA GENEALOGICAL SOCIETY

EIN: 237102656 501(c)(3)

DES MOINES, IA

Total Revenue
$163,236
Total Expenses
$151,690
Total Assets
$1,032,321
Net Assets
$710,930
🔒

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

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
1965
Legal Domicile
IA
Principal Officer
Joseph Solem
Phone
5152760287
Tax Period
2023-01-01 to 2023-12-31

IOWA GENEALOGICAL SOCIETY, founded in 1965, is a small nonprofit that reported $163K in total revenue in fiscal year 2023. Expenses of $152K left a modest 7% surplus.

Mission

To educate its members and the general public through the preservation acquisition and dissemination of genealogical historical and cultural information including the maintenance of a research library the publication of records and the presentation of conferences workshops and classes.

🔒

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%)

Sign In — Free (10 views/day)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $138,131
Program Service Revenue $22,339
Investment Income $-277
Other Revenue $3,043
TOTAL REVENUE $163,236

Expense Breakdown

Grants Paid $0
Salaries & Benefits $36,481
Fundraising Expenses $0
Program Expenses $122,428
Other Expenses $115,209
TOTAL EXPENSES $151,690

Year-over-Year Comparison

2023 2022 Change
Revenue $163,236 $156,504 +0.0%
Expenses $151,690 $134,041 +0.1%
Net Income $11,546 $22,463 -0.5%
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

Sign In

Governance

Voting Members
17
Independent Members
17
Employees
1
Volunteers
45

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
12
$0
Key Employees
6
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Joe Solem President 10.00
Key Emp
$0 $0 $0
Pam Washington VIce President 5.00
Key Emp
$0 $0 $0
Jennifer Darling Secretary 3.00
Key Emp
$0 $0 $0
William Schmidt Treasurer 5.00
Key Emp
$0 $0 $0
Elizabeth Albright Vice President 5.00
Key Emp
$0 $0 $0
Sandra Bengstrom Regional Representative 1.00
Director
$0 $0 $0
Heather Wells Regional Representative 1.00
Director
$0 $0 $0
Florence Nicolou Regional Representative 1.00
Director
$0 $0 $0
Saundra Leininger Regional Representative 1.00
Director
$0 $0 $0
Ron Gruber Regional Representative 1.00
Director
$0 $0 $0
Jeanine Wichman Regional Representative 1.00
Director
$0 $0 $0
Linda Madden Regional Representative 1.00
Director
$0 $0 $0
Cris Nagla Regional Representative 1.00
Director
$0 $0 $0
Sue Terrell Regional Representative 1.00
Director
$0 $0 $0
Stephen Bartenhagen Regional Representative 1.00
Director
$0 $0 $0
Karla Wright Regional Representative 1.00
Director
$0 $0 $0
Carrie Irlbeck Regional Representative 1.00
Director
$0 $0 $0
Theresa Liewer Asst Treasurer 3.00
Key Emp
$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 No data No data No data No data
2023 $163,236 $151,690 $1,032,321 $11,546
2022 $156,504 $134,041 $1,092,363 $22,463
2021 $133,973 $108,275 $1,097,382 $25,698
2020 $115,401 $99,545 $1,099,153 $15,856
2019 $106,379 $107,855 $1,102,763 $-1,476
Explore More Nonprofits
Top 100 Nonprofits in Iowa Largest U.S. Nonprofits Best Rated Nonprofits Most Efficient Nonprofits

Compare IOWA GENEALOGICAL SOCIETY with other nonprofits in Iowa and across the country.