IOTA COURT PRESERVATION ASSOCIATION INC (EIN 363548648) - 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

1987

Legal Domicile

Principal Officer

Thomas Shield

Phone

4142072482

Tax Period

2023-07-01 to 2024-06-30

IOTA COURT PRESERVATION ASSOCIATION INC, founded in 1987, is a small nonprofit that reported $112K in total revenue in fiscal year 2023. Revenue surged 110% from the prior year, signaling strong growth momentum. The organization ran a surplus of $69K, a strong 61% operating margin.

Mission

Restoring, renovating, and preserving the significant building on the National Register of Historic Places, State of Wisconsin Register of Historic Places, and City of Madison Landmark 84 located at 150 Iota Court.

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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 (2023)

Revenue Breakdown

Contributions & Grants $111,621

Program Service Revenue $0

Investment Income $38

Other Revenue $0

TOTAL REVENUE $111,659

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $19,096

Program Expenses $19,120

Other Expenses $43,076

TOTAL EXPENSES $43,076

Year-over-Year Comparison

	2023	2022	Change
Revenue	$111,659	$53,234	+1.1%
Expenses	$43,076	$60,628	-0.3%
Net Income	$68,583	$-7,394	-10.3%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
John E Horneck	President, Board Chair, Director	003.00	Officer Director	$0	$0	$0
Andrew W Eschweiler	Vice President, Director	003.00	Officer Director	$0	$0	$0
Thomas S Shield	Treasurer, Director	003.00	Officer Director	$0	$0	$0
James C Weiler	Chief Communications Officer, Director	003.00	Officer Director	$0	$0	$0
Frederic E Mohs	Director	003.00	Director	$0	$0	$0
Brian Van Cleave	Director	003.00	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	No data	No data	No data	No data
2024	$111,659	$43,076	$26,602	$68,583
2023	$53,234	$60,628	$9,157	$-7,394
2022	$190,745	$91,059	$64,770	$99,686
2021	$331,591	$314,360	$8,460	$17,231
2020	$780,771	$288,789	$39,053	$491,982
2019	$90,549	$227,472	$6,169	$-136,923
2018	$212,653	$57,886	$190,589	$154,767

IOTA COURT PRESERVATION ASSOCIATION INC