EASTER SEAL SOCIETY OF IOWA INC (EIN 420707100) - 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

1973

Legal Domicile

Principal Officer

SHERRI NIELSEN

Phone

5153099775

Tax Period

2023-09-01 to 2024-08-31

EASTER SEAL SOCIETY OF IOWA INC, founded in 1973, is a mid-sized nonprofit that reported $15.3M in total revenue in fiscal year 2023.

Mission

OUR MISSION TO PROVIDE EXCEPTIONAL SERVICES TO ENSURE THAT ALL PEOPLE WITH DISABILITIES OR SPECIAL NEEDS AND THEIR FAMILIES HAVE EQUAL OPPORTUNITIES TO LIVE, LEARN, WORK, AND PLAY IN 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 (2023)

Revenue Breakdown

Contributions & Grants $4,767,451

Program Service Revenue $10,296,066

Investment Income $1,330

Other Revenue $253,335

TOTAL REVENUE $15,318,182

Expense Breakdown

Grants Paid $1,390,023

Salaries & Benefits $10,357,909

Fundraising Expenses $230,017

Program Expenses $15,564,861

Other Expenses $4,486,588

TOTAL EXPENSES $16,234,520

Year-over-Year Comparison

	2023	2022	Change
Revenue	$15,318,182	$15,162,718	+0.0%
Expenses	$16,234,520	$13,891,701	+0.2%
Net Income	$-916,338	$1,271,017	-1.7%

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

479

Volunteers

262

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

$265,868

Total Directors

$265,868

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHERRI NIELSEN	CEO	40.00	Officer Director	$156,184	$12,434	$168,618
MARGARET INGRAM	CFO	40.00	Officer Director	$86,460	$10,790	$97,250
WADE ANDERSON	DIRECTOR	1.00	Director	$0	$0	$0
TIM ASHLEY	DIRECTOR	1.00	Director	$0	$0	$0
ROCHELLE BURNETT	DIRECTOR	1.00	Director	$0	$0	$0
ELLIE BURNS	DIRECTOR	1.00	Director	$0	$0	$0
MARIANNE COPPOCK	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS COSTA	DIRECTOR	1.00	Director	$0	$0	$0
JEAN CLAUSON	DIRECTOR	1.00	Director	$0	$0	$0
BETHANY CROUCH	DIRECTOR	1.00	Director	$0	$0	$0
STEVE DESPOTOVICH	DIRECTOR	1.00	Director	$0	$0	$0
ANDREA DOSE	DIRECTOR	1.00	Director	$0	$0	$0
LISA DWIGHT	DIRECTOR	1.00	Director	$0	$0	$0
PATRICIA FASBENDER	DIRECTOR	1.00	Director	$0	$0	$0
SCOTT GOJKOVICH	DIRECTOR	1.00	Director	$0	$0	$0
PATTY HOUSBY	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS JORGENSEN	DIRECTOR	1.00	Director	$0	$0	$0
ADAM LACKEY	DIRECTOR	1.00	Director	$0	$0	$0
COLLEEN LADD	DIRECTOR	1.00	Director	$0	$0	$0
PATRICK MCCONNELL	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL MIANO	DIRECTOR	1.00	Director	$0	$0	$0
LUCAS NELSON	DIRECTOR	1.00	Director	$0	$0	$0
KIM PIFIFFNER	DIRECTOR	1.00	Director	$0	$0	$0
MICHELLE SANDBULTE	DIRECTOR	1.00	Director	$0	$0	$0
ALEX SANDVIG	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER SCHUMANN	DIRECTOR	1.00	Director	$0	$0	$0
DENNIS SCOTT	DIRECTOR	1.00	Director	$0	$0	$0
DEREK TROBAUGH	VICE CHAIR	1.00	Officer Director	$0	$0	$0
CARL VIEREGGER	DIRECTOR	1.00	Director	$0	$0	$0
JOYCE VISTA-WAYNE	DIRECTOR	1.00	Director	$0	$0	$0
APRIL SCHMALTZ TERMED 1023	DIRECTOR	1.00	Director	$0	$0	$0
NORM STERZENBACH TERMED 1023	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS TIGGES RESIGNED 1023	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	$15,318,182	$16,234,520	$17,496,229	$-916,338
2023	$15,162,718	$13,891,701	$18,665,007	$1,271,017
2022	$13,866,049	$12,270,339	$17,196,874	$1,595,710
2021	$16,285,651	$13,772,070	$17,569,933	$2,513,581
2020	$10,219,612	$9,285,329	$15,353,506	$934,283
2019	$13,573,784	$10,815,851	$13,334,596	$2,757,933
2018	$12,414,618	$11,088,432	$10,714,081	$1,326,186

EASTER SEAL SOCIETY OF IOWA INC