IOWA FARM BUREAU FEDERATION D/B/A SHELBY COUNTY FARM BUREAU (EIN 420685000) - 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

1918

Legal Domicile

Principal Officer

JASON PETERSEN

Phone

7127555145

Tax Period

2024-01-01 to 2024-12-31

IOWA FARM BUREAU FEDERATION D/B/A SHELBY COUNTY FARM BUREAU, founded in 1918, is a small nonprofit that reported $149K in total revenue in fiscal year 2024. The organization ran a surplus of $26K, a strong 17% operating margin.

Mission

TO CREATE A VIBRANT FUTURE FOR AGRICULTURE, FARM FAMILIES & THEIR COMMUNITIES.

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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 $13,682

Program Service Revenue $48,915

Investment Income $70,435

Other Revenue $15,684

TOTAL REVENUE $148,716

Expense Breakdown

Grants Paid $20,900

Salaries & Benefits $33,280

Fundraising Expenses $0

Other Expenses $64,872

TOTAL EXPENSES $122,787

Year-over-Year Comparison

	2024	2023	Change
Revenue	$148,716	$138,515	+0.1%
Expenses	$122,787	$115,375	+0.1%
Net Income	$25,929	$23,140	+0.1%

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

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

$56

Total Directors

$448

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JASON PETERSEN	PRESIDENT	2.00	Officer Director	$0	$40	$40
GABE FERRY	VICE PRESIDENT	2.00	Officer Director	$0	$16	$16
MIKE KELLEY	SECRETARY/TREASURER	2.00	Officer Director	$0	$0	$0
JOEL WAHLING	VOTING DELEGATE	2.00	Officer Director	$0	$0	$0
ALAN KENKEL	DIRECTOR	1.00	Director	$0	$108	$108
JEROD JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
RON MILLER	DIRECTOR	1.00	Director	$0	$16	$16
GAYLEN SMITH	DIRECTOR	1.00	Director	$0	$136	$136
MIKE FARA	DIRECTOR	1.00	Director	$0	$64	$64
ERIC MONSON	DIRECTOR	1.00	Director	$0	$0	$0
AMY MCLAUGHLIN	DIRECTOR	1.00	Director	$0	$0	$0
RANDY NELSON	DIRECTOR	1.00	Director	$0	$0	$0
PAULETTE MADSON	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS EVANS	DIRECTOR	1.00	Director	$0	$20	$20
TODD BLUM	DIRECTOR	1.00	Director	$0	$0	$0
DANIEL HELLER	DIRECTOR	1.00	Director	$0	$48	$48
SAM KENKEL	DIRECTOR	1.00	Director	$0	$0	$0
MATT BARTELSON	DIRECTOR	1.00	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	$148,716	$122,787	$1,397,453	$25,929
2023	$138,515	$115,375	$1,379,108	$23,140
2022	$1,100,450	$116,857	$1,360,894	$983,593

IOWA FARM BUREAU FEDERATION D/B/A SHELBY COUNTY FARM BUREAU