DES MOINES HISTORICAL SOCIETY

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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

DAVID BARZEN

Phone

5152106640

Tax Period

2023-01-01 to 2023-12-31

DES MOINES HISTORICAL SOCIETY, founded in 2010, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $18K in total revenue in fiscal year 2023. Revenue fell 73% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $10K, a strong 55% operating margin.

Mission

DMHS ORGANIZES & HOSTS EDUCATIONAL PROGRAMS WHICH MEMBERS FIND PERSONAL VALUE AND IN WHICH THEY ARE GIVEN OPPORTUNITIES TO STUDY, RESEARCH, DISCOVER & LEARN ABOUT THE HISTORY OF DES MOINES, IA.

Program Service Accomplishments

Program 1

Expenses: $1,333

WAVELAND TROLLEY MONUMENT PROJECT ARCHIVING HISTORY OF STREETCARS IN DES MOINES. INCLUDES RECORDING ORAL HISTORY/POWERPOINT PRESENTATIONS, EDITING THEM, POSTING ON MEMBERS-ONLY VIMEO WEBSITE...

WAVELAND TROLLEY MONUMENT PROJECT ARCHIVING HISTORY OF STREETCARS IN DES MOINES. INCLUDES RECORDING ORAL HISTORY/POWERPOINT PRESENTATIONS, EDITING THEM, POSTING ON MEMBERS-ONLY VIMEO WEBSITE, TECHNOLOGY & PROFESSIONAL EDITING EXPENSES.

Program 2

Expenses: $2,159

GENERAL OPERATION OF THE DES MOINES HISTORICAL SOCIETY INCLUDING POST OFFICE BOX, INSURANCE, AND CONFERENCE ROOM RENTAL.

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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 $17,476

Program Service Revenue $0

Investment Income $134

Other Revenue $259

TOTAL REVENUE $17,869

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $3,492

Other Expenses $8,026

TOTAL EXPENSES $8,026

Year-over-Year Comparison

	2023	2022	Change
Revenue	$17,869	$65,632	-0.7%
Expenses	$8,026	$8,962	-0.1%
Net Income	$9,843	$56,670	-0.8%

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
STEVE STIMMEL	DIRECTOR	6.00	Director	$0	$0	$0
KENT NEWMAN	DIRECTOR	1.00	Director	$0	$0	$0
JOHN BEARD	DIRECTOR	2.00	Director	$0	$0	$0
LINDA POWERS	DIRECTOR	1.00	Director	$0	$0	$0
DAVID BARZEN	PRESIDENT	2.00	Officer	$0	$0	$0
ROBERT CRAVEN	VICE PRESIDENT	5.00	Officer	$0	$0	$0
DAVID HELLSTERN	TREASURER	8.00	Officer	$0	$0	$0
BREANN BYE	SECRETARY	2.00	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$17,869	$8,026	$284,107	$9,843
2022	$65,632	$8,962	$274,264	$56,670
2021	$217,282	$62,431	$217,594	$154,851