IOWA TAXPAYERS ASSOCIATION (EIN 420336050) - 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

1935

Legal Domicile

Tax Period

2024-01-01 to 2024-12-31

IOWA TAXPAYERS ASSOCIATION, founded in 1935, is a small nonprofit that reported $331K in total revenue in fiscal year 2024. Expenses of $370K exceeded revenue, resulting in a 12% operating deficit.

Mission

TO EDUCATE AND INFORM IOWANS ABOUT SOUND FISCAL POLICY; PROVIDE NON-PARTISAN RESEARCH ON TAX AND SPENDING POLICIES; & ADVOCATE FOR RATIONAL PUBLIC POLICY

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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 $65,500

Program Service Revenue $248,151

Investment Income $16,346

Other Revenue $1,013

TOTAL REVENUE $331,010

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $295,972

Other Expenses $369,709

TOTAL EXPENSES $369,709

Year-over-Year Comparison

	2024	2023	Change
Revenue	$331,010	$348,038	0.0%
Expenses	$369,709	$354,772	+0.0%
Net Income	$-38,699	$-6,734	+4.7%

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

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

$53,333

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TOM SANDS	PRESIDENT & CEO LEFT IN 2024	0.00		$114,711	$13,017	$127,728
NATE RISTOW	PRESIDENT & CEO	40.00	Officer	$53,077	$256	$53,333
CHAZ ALLEN	BOARD MEMBER	1.00	Director	$0	$0	$0
CHELSEA BERNS	DIRECTOR	1.00	Director	$0	$0	$0
DUSTIN BLYTHE	BOARD MEMBER	1.00	Director	$0	$0	$0
ALAN BROWN	BOARD MEMBER	1.00	Director	$0	$0	$0
DIRK BUHLIG	BOARD MEMBER	1.00	Director	$0	$0	$0
CODY EDWARDS	BOARD MEMBER	1.00	Director	$0	$0	$0
TERRY FEDERKO	BOARD MEMBER	1.00	Director	$0	$0	$0
CLIFF FINDLAY	BOARD MEMBER	1.00	Director	$0	$0	$0
ONNALEE GETTLER	BOARD MEMBER	1.00	Director	$0	$0	$0
JUSTIN GORMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
RUSS GOTTO	BOARD MEMBER	1.00	Director	$0	$0	$0
BEN HAMMES	BOARD MEMBER	1.00	Director	$0	$0	$0
STACEY HAPP	BOARD MEMBER	1.00	Director	$0	$0	$0
ETHAN HOHENADEL	BOARD MEMBER	1.00	Director	$0	$0	$0
CHAD HUFFMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
JUSTIN HUPFER	BOARD MEMBER	1.00	Director	$0	$0	$0
LANCE LESLIE	BOARD MEMBER	1.00	Director	$0	$0	$0
LOGAN MURRAY	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVID NOGA	BOARD MEMBER	1.00	Director	$0	$0	$0
WILLIAM NOLAN	BOARD MEMBER	1.00	Director	$0	$0	$0
CHRISTOPHER NUSS	BOARD MEMBER	1.00	Director	$0	$0	$0
STACEY PELIETT	BOARD MEMBER	1.00	Director	$0	$0	$0
AARON PETTYJOHN	BOARD MEMBER	1.00	Director	$0	$0	$0
SHARON PRESNALL	BOARD MEMBER	0.00	Director	$0	$0	$0
RICHARD PULLEN	BOARD MEMBER	1.00	Director	$0	$0	$0
KEVIN REDIG	BOARD MEMBER	1.00	Director	$0	$0	$0
TIM REILLY	BOARD MEMBER	1.00	Director	$0	$0	$0
TIFFANY RODRIGUEZ	BOARD MEMBER	1.00	Director	$0	$0	$0
ANNE ROTH	BOARD MEMBER	1.00	Director	$0	$0	$0
ANDY SCCHROEDER	BOARD MEMBER	1.00	Director	$0	$0	$0
MATT STEINFELDT	BOARD MEMBER	1.00	Director	$0	$0	$0
ROBERT TUINSTRA	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVID UPHAUS	BOARD MEMBER	1.00	Director	$0	$0	$0
DWAYNE VANDE KROI	BOARD MEMBER	1.00	Director	$0	$0	$0
TODD HENDRICKS	CHAIR	5.00	Officer	$0	$0	$0
TIM COONAN	VICE CHAIR	1.00	Officer	$0	$0	$0
CANDY TERRILL	SECRETARY-TREASURER	2.00	Officer	$0	$0	$0
CARL LINGEN	EXECUTIVE DIRECTOR	1.00	Officer	$0	$0	$0
BRUCE BAKER	DIRECTOR	1.00		$0	$0	$0
CAROLINE BALFOUR	BOARD MEMBER	1.00		$0	$0	$0
BEAU LEIDIGH	BOARD MEMBER	1.00		$0	$0	$0
JOHN RICHES	BOARD MEMBER	1.00		$0	$0	$0
KEVIN CONDON	BOARD MEMBER	1.00		$0	$0	$0
MARK DICKEN	BOARD MEMBER	1.00		$0	$0	$0
AZRA SIDDIQL	BOARD MEMBER	1.00		$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	$331,010	$369,709	$395,718	$-38,699
2023	$348,038	$354,772	$415,039	$-6,734
2022	$339,882	$344,009	$400,609	$-4,127
2021	$328,664	$312,745	$404,736	$15,919
2020	$316,430	$309,998	$387,817	$6,432
2019	$336,249	$347,399	$381,385	$-11,150
2018	$336,563	$339,128	$415,535	$-2,565

IOWA TAXPAYERS ASSOCIATION