WEST DES MOINES HISTORICAL SOCIETY

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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

JEANA SCHULTZ

Phone

5152251286

Tax Period

2024-01-01 to 2024-12-31

WEST DES MOINES HISTORICAL SOCIETY, founded in 1970, is a small nonprofit in the Arts, Culture & Humanities sector that reported $248K in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion. The organization ran a surplus of $44K, a strong 18% operating margin.

Mission

THE WEST DES MOINES HISTORICAL SOCIETY IS A VOLUNTEER-BASED ORGANIZATION DEDICATED TO COMMUNITY ENRICHMENT THROUGH EDUCATION, PRESERVATION, AND CELEBRATION OF THE HISTORY AND THE HERITAGE OF THE GREATER WEST DES MOINES AREA AND IT'S ENVIRONS.

Program Service Accomplishments

Program 1

Expenses: $120,871 Revenue: $6,413

EDUCATE STUDENTS ON THE HISTORY OF THE UNDERGROUND RAILROAD AND ONE ROOM SCHOOL HOUSES AND PROVIDE A LEADERSHIP PROGRAM TO STUDENTS FROM PARTICIPATING AREA HIGH SCHOOLS. HANDS ON HISTORY SUMMER CAMPS PROVIDE 9-13 YEAR OLDS THE OPPORTUNITY TO LEARN ABOUT HISTORICAL IOWA, INCLUDING PALEO AND PREHISTORIC IOWA, ARTS, CRAFTS AND SKILLS OF EARLY SETTLERS, INCLUDING FIRE MAKING, CHURNING BUTTER, MAKING PAPER, WEAVING AND FABRIC DYING. INCLUDED IN ALL CAMPS IS A TOUR OF THE JORDAN HOUSE MUSEUM AND IN-DEPTH DISCUSSION OF THE HISTORY OF THE UNDERGROUND RAILROAD.

Program 2

Expenses: $19,828 Revenue: $13,637

PRESERVE THE HISTORY OF WEST DES MOINES AND PROVIDE TOURS OF THE JORDAN HOUSE AND BENNETT SCHOOL TO THE GENERAL PUBLIC.

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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 $217,407

Program Service Revenue $20,050

Investment Income $6,710

Other Revenue $3,436

TOTAL REVENUE $247,603

Expense Breakdown

Grants Paid $4,960

Salaries & Benefits $79,529

Fundraising Expenses $18,355

Program Expenses $140,699

Other Expenses $103,749

TOTAL EXPENSES $203,348

Year-over-Year Comparison

	2024	2023	Change
Revenue	$247,603	$227,138	+0.1%
Expenses	$203,348	$217,679	-0.1%
Net Income	$44,255	$9,459	+3.7%

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

125

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

$52,986

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GALE BRUBAKER	EXECUTIVE DI	40.00	Officer	$52,986	$0	$52,986
SCOTT HART	DIRECTOR	1.00	Director	$0	$0	$0
KATE LEVASSEUR	DIRECTOR	5.00	Director	$0	$0	$0
RALPH PANTOGA	DIRECTOR	0.50	Director	$0	$0	$0
TONY STORK	DIRECTOR	0.50	Director	$0	$0	$0
ALLISON ULLESTAD	DIRECTOR	10.00	Director	$0	$0	$0
ANN KROIS	DIRECTOR	5.00	Director	$0	$0	$0
JEFF KLUEVER	DIRECTOR	5.00	Director	$0	$0	$0
JESSIE BENSON	DIRECTOR	3.00	Director	$0	$0	$0
KELLY TANG	DIRECTOR	0.50	Director	$0	$0	$0
SALLY ORTGIES	DIRECTOR	8.00	Director	$0	$0	$0
SHAD CLAYTON	DIRECTOR	1.00	Director	$0	$0	$0
DALLAS DOWNEY LEFT MAY 2024	DIRECTOR	0.50	Director	$0	$0	$0
JEFF FERGUSON LEFT MAY 2024	DIRECTOR	2.00	Director	$0	$0	$0
JEANA SCHULTZ	PRESIDENT	20.00	Officer Director	$0	$0	$0
TREVOR HOTH	VICE PRESIDE	10.00	Officer Director	$0	$0	$0
MICHAEL BRADBURY	TREASURER	5.00	Officer Director	$0	$0	$0
HANNA HOWARD	SECRETARY	5.00	Officer Director	$0	$0	$0
KELLY PEARCE	IMM. PAST PR	10.00	Officer 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	$247,603	$203,348	$1,062,741	$44,255
2023	$227,138	$217,679	$990,211	$9,459
2022	$177,700	$152,930	$956,446	$24,770
2021	$145,049	$140,151	$971,905	$4,898
2020	$417,651	$145,619	$951,761	$272,032
2019	$329,390	$221,282	$673,234	$108,108
2018	$137,455	$185,111	$540,954	$-47,656