UNITED FUND OF GRINNELL IOWA INC (EIN 237120759) - 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

1970

Legal Domicile

Principal Officer

EMILY MOORE

Phone

6412600894

Tax Period

2024-08-01 to 2025-07-31

UNITED FUND OF GRINNELL IOWA INC, founded in 1970, is a small nonprofit that reported $110K in total revenue in fiscal year 2024. Revenue decreased 12% compared to the prior year. Expenses of $131K exceeded revenue, resulting in a 19% operating deficit.

Mission

COLLECT AND DISTRIBUTE FUNDS TO CHARITABLE ORGANIZATIONS

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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 (2024)

Revenue Breakdown

Contributions & Grants $105,276

Program Service Revenue $0

Investment Income $4,270

Other Revenue $0

TOTAL REVENUE $109,546

Expense Breakdown

Grants Paid $126,950

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $3,666

TOTAL EXPENSES $130,616

Year-over-Year Comparison

	2024	2023	Change
Revenue	$109,546	$124,253	-0.1%
Expenses	$130,616	$121,681	+0.1%
Net Income	$-21,070	$2,572	-9.2%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ASHLEY GRUNDLER	PRESIDENT	005.00	Officer Director	$0	$0	$0
DOUG CAMERON	DIRECTOR	001.00	Director	$0	$0	$0
EMILY MOORE	TREASURER	005.00	Officer Director	$0	$0	$0
RACHEL ROMERO	SECRETARY	005.00	Officer Director	$0	$0	$0
MELISSA STROVERS	PRESIDENT	002.00	Director	$0	$0	$0
REBECCA PETIG	DIRECTOR	001.00	Director	$0	$0	$0
MOLLY RICHMOND	DIRECTOR	001.00	Director	$0	$0	$0
CASSIE SCHULTZ	DIRECTOR	001.00	Director	$0	$0	$0
RACHEL ARSENAULT	DIRECTOR	001.00	Director	$0	$0	$0
KRIS MENSING	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	$109,546	$130,616	$95,966	$-21,070
2024	$124,253	$121,681	$117,036	$2,572
2023	$121,369	$109,864	$114,464	$11,505
2022	$121,268	$117,516	$102,959	$3,752
2021	$112,074	$100,844	$99,207	$11,230
2020	$107,227	$129,864	$87,988	$-22,637
2019	$125,050	$108,733	$110,624	$16,317
2018	$104,292	$97,120	$94,307	$7,172

UNITED FUND OF GRINNELL IOWA INC