HEART OF IOWA BIG BROTHERS BIG SISTERS (EIN 237288089) - 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

2000

Legal Domicile

Principal Officer

LYNNE CARROLL

Phone

6417536370

Tax Period

2024-01-01 to 2024-12-31

HEART OF IOWA BIG BROTHERS BIG SISTERS, founded in 2000, is a small nonprofit in the Human Services sector that reported $229K in total revenue in fiscal year 2024. Expenses of $217K left a modest 5% surplus.

Mission

PROVIDE ADULT GUIDANCE TO SINGLE PARENT CHILDREN.

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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 $176,171

Program Service Revenue $26,122

Investment Income $2,245

Other Revenue $24,811

TOTAL REVENUE $229,349

Expense Breakdown

Grants Paid $0

Salaries & Benefits $148,413

Fundraising Expenses $998

Program Expenses $181,456

Other Expenses $68,478

TOTAL EXPENSES $216,891

Year-over-Year Comparison

	2024	2023	Change
Revenue	$229,349	$227,767	+0.0%
Expenses	$216,891	$197,380	+0.1%
Net Income	$12,458	$30,387	-0.6%

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

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

$60,137

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MATT CLAWSON	BOARD MEMBER	1.00	Director	$0	$0	$0
STEFANIE JIMENEZ	BOARD MEMBER	1.00	Director	$0	$0	$0
YOLANDA SMITH	BOARD MEMBER	1.00	Director	$0	$0	$0
MARK HENSON	BOARD MEMBER	1.00	Director	$0	$0	$0
JACQUE GOODMAN	PRESIDENT	1.00	Officer	$0	$0	$0
CARL MUNDTH	TREASURER	1.00	Officer	$0	$0	$0
SHANE FALTYS	VICE PRESIDENT	1.00	Officer	$0	$0	$0
LYNNE CARROLL	PROGRAM DIRECTOR	40.00	Officer	$60,137	$0	$60,137

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	$229,349	$216,891	$185,775	$12,458
2023	$227,767	$197,380	$173,317	$30,387
2022	$211,439	$184,185	$142,930	$27,254
2021	$213,166	$177,057	$115,676	$36,109
2020	$180,759	$144,975	$79,567	$35,784
2019	$188,129	$177,777	$43,783	$10,352
2018	$147,243	$176,788	$33,431	$-29,545

HEART OF IOWA BIG BROTHERS BIG SISTERS