IOWA LEAN CONSORTIUM INC (EIN 273038174) - 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

2010

Legal Domicile

Principal Officer

Teresa Hay McMahon

Phone

5152507078

Tax Period

2018-01-01 to 2018-12-31

IOWA LEAN CONSORTIUM INC, founded in 2010, is a small nonprofit that reported $268K in total revenue in fiscal year 2018. Revenue decreased 13% compared to the prior year. The organization ran a surplus of $103K, a strong 38% operating margin.

Mission

TO CREATE A STATEWIDE NETWORK OF ORGANIZATIONS HELPING EACH OTHER GROW AND PROSPER THROUGH THE USE OF LEAN TECHNIQUES AND CULTURE.

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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 (2018)

Revenue Breakdown

Contributions & Grants $20,000

Program Service Revenue $248,241

Investment Income $0

Other Revenue $0

TOTAL REVENUE $268,241

Expense Breakdown

Grants Paid $0

Salaries & Benefits $48,411

Fundraising Expenses $0

Program Expenses $165,506

Other Expenses $117,095

TOTAL EXPENSES $165,506

Year-over-Year Comparison

	2018	2017	Change
Revenue	$268,241	$307,081	-0.1%
Expenses	$165,506	$298,753	-0.4%
Net Income	$102,735	$8,328	+11.3%

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

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

$41,671

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEFF DAHM	President	1.00	Officer Director	$0	$0	$0
DAVE HAMMOND	Director	1.00	Director	$0	$0	$0
DANIELLE ROECKER	Director	1.00	Director	$0	$0	$0
JESSE DEPRIEST	Director	1.00	Director	$0	$0	$0
WENDY SMITH	Director	1.00	Director	$0	$0	$0
JEFF TERRELL	Vice President	1.00	Officer Director	$0	$0	$0
Teresa Hay McMahon	Executive Dir.	40.00	Officer	$41,671	$0	$41,671
MARCIA TOPE	Director	1.00	Officer	$0	$0	$0
RANDY FRY	Director	1.00	Officer	$0	$0	$0
BONNIE SLYKHUIS	Secretary	1.00	Officer	$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
2018	$268,241	$165,506	No data	$102,735

IOWA LEAN CONSORTIUM INC