IOWA ASSISTED LIVING ASSOCIATION (EIN 364759072) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2013

Legal Domicile

Principal Officer

CRAIG WALTER

Phone

5152788700

Tax Period

2024-01-01 to 2024-12-31

IOWA ASSISTED LIVING ASSOCIATION, founded in 2013, is a small nonprofit in the Community Improvement sector that reported $181K in total revenue in fiscal year 2024. Revenue fell 22% from the prior year — a significant decline worth monitoring. Net assets of $437K represent 29 months of operating reserves.

Mission

TO ADVANCE THE IDEALS OF PRIVACY, INDEPENDENCE, DIGNITY AND CHOICE FOR OUR FRAIL ELDERLY WHILE MAINTAINING A SAFE AND SECURE ENVIRONMENT FOR THEM.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $57,720

Program Service Revenue $104,745

Investment Income $18,392

Other Revenue $0

TOTAL REVENUE $180,857

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $189,300

TOTAL EXPENSES $189,300

Year-over-Year Comparison

	2024	2023	Change
Revenue	$180,857	$230,664	-0.2%
Expenses	$189,300	$127,974	+0.5%
Net Income	$-8,443	$102,690	-1.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
DEBBIE FISHER	PRESIDENT	2.00	Officer Director	$0	$0	$0
JODY THOMAS	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
NANCY SNYDER	SECRETARY	2.00	Officer Director	$0	$0	$0
BILL MCCARTY	TREASURER	2.00	Officer Director	$0	$0	$0
FRANK ACCURSO	DIRECTOR	2.00	Director	$0	$0	$0
ROB FIORI	DIRECTOR	2.00	Director	$0	$0	$0
ELIZABETH BEACH	DIRECTOR	2.00	Director	$0	$0	$0
JASSIEL GARCIA	DIRECTOR	2.00	Director	$0	$0	$0
DERRICK JOHNSON	DIRECTOR	2.00	Director	$0	$0	$0
JAMI KAUFMAN	DIRECTOR	2.00	Director	$0	$0	$0
LYLA ERWIN	DIRECTOR	2.00	Director	$0	$0	$0
ALLISON LAW	DIRECTOR	2.00	Director	$0	$0	$0
KAYLE NEEGAARD	DIRECTOR	2.00	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
2024	$180,857	$189,300	$436,896	$-8,443
2023	$230,664	$127,974	$445,339	$102,690
2022	$166,625	$121,586	$342,649	$45,039
2021	$179,748	$102,552	$297,609	$77,196
2020	$82,889	$61,867	$220,413	$21,022
2019	$112,498	$80,474	$199,391	$32,024
2018	$102,723	$71,178	$167,367	$31,545

IOWA ASSISTED LIVING ASSOCIATION