IAA Foundation (EIN 371211315) - 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

Phone

3095572218

Tax Period

2024-01-01 to 2024-12-31

IAA Foundation, founded in 1987, is a community nonprofit that reported $1.3M in total revenue in fiscal year 2024. The organization ran a surplus of $321K, a strong 25% operating margin.

Mission

To fund education, research, and charitable activities that benefit Illinois farm families and agriculture.

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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 $1,027,296

Program Service Revenue $2,000

Investment Income $270,560

Other Revenue $1,787

TOTAL REVENUE $1,301,643

Expense Breakdown

Grants Paid $926,902

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $926,902

Other Expenses $53,608

TOTAL EXPENSES $980,510

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,301,643	$1,236,892	+0.1%
Expenses	$980,510	$1,045,595	-0.1%
Net Income	$321,133	$191,297	+0.7%

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

N/A

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

$3,341,165

Total Directors

$738,791

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jennifer Vance	Ass't Secretary	2.00	Officer	$0	$270,063	$1,347,499
Alan Dodds	Ass't Treasurer	2.00	Officer	$0	$159,248	$759,699
Brian Duncan	President	0.25	Officer Director	$0	$9,479	$329,383
Geneva Aberle	Ass't Treasurer	2.00	Officer	$0	$77,185	$298,373
Garret Thalgott	Ass't Secretary	2.00	Officer	$0	$73,223	$272,985
Susan Moore	Director	40.00	Officer	$0	$52,569	$198,655
Evan Hultine	Vice President	0.25	Officer Director	$0	$0	$133,626
Steve Koeller	Trustee	0.25	Director	$0	$0	$93,742
Ken Cripe	Secretary	0.25	Director	$0	$0	$92,240
Larry Dallas	Trustee	0.25	Director	$0	$0	$88,855
Richard Guebert Jr	Trustee	0.00		$0	$2,171	$74,552
Mark Reichert	Treasurer	0.25	Officer Director	$0	$0	$945

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	$1,301,643	$980,510	$9,912,741	$321,133
2023	$1,236,892	$1,045,595	$9,180,610	$191,297
2022	$1,332,092	$986,836	$8,513,976	$345,256
2021	$1,354,120	$898,729	$8,494,239	$455,391
2020	$877,561	$873,000	$7,520,700	$4,561
2019	$1,460,929	$953,522	$7,317,283	$507,407
2018	$1,655,433	$980,995	$6,424,802	$674,438

IAA Foundation