IZAAK WALTON LEAGUE OTTUMWA CHAPTER

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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

1953

Legal Domicile

Principal Officer

ALICE ROBERTS

Tax Period

2024-01-01 to 2024-12-31

IZAAK WALTON LEAGUE OTTUMWA CHAPTER, founded in 1953, is a micro nonprofit in the Environment sector that reported $51K in total revenue in fiscal year 2024. Revenue fell 27% from the prior year — a significant decline worth monitoring. Expenses of $59K exceeded revenue, resulting in a 16% operating deficit.

Mission

TO CONSERVE, MAINTAIN, PROTECT AND RESTORE THE SOIL, FOREST, WATER, AND OTHER NATURAL RESOURCES OF THE UNITED STATES OF AMERICA AND OTHER LANDS; TO PROMOTE MEANS AND OPPORTUNITIES FOR THE EDUCATION OF THE PUBLIC WITH RESPECT TO SUCH RESOURCES AND THE ENJOYMENT AND WHOLESOME UTILIZATION THEREOF.

Program Service Accomplishments

Program 1

Expenses: $59,358

PROVIDE FACILITIES TO THE MEMBERS OF THE IZAAK WALTON LEAGUE AND THE PUBLIC FOR RECREATION, EDUCATION AND ENVIRONMENTAL PURPOSES.

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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 $12,973

Program Service Revenue $19,635

Investment Income $819

Other Revenue $17,759

TOTAL REVENUE $51,186

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $59,358

Other Expenses $59,358

TOTAL EXPENSES $59,358

Year-over-Year Comparison

	2024	2023	Change
Revenue	$51,186	$70,305	-0.3%
Expenses	$59,358	$37,747	+0.6%
Net Income	$-8,172	$32,558	-1.3%

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
RICK FINDLING	PRESIDENT	N/A	Officer Director	$0	$0	$0
LESLIE LARUE	SECRETARY	N/A	Officer Director	$0	$0	$0
DEBORAH MOORE	2ND VICE PRE	N/A	Officer Director	$0	$0	$0
SHELLEY MORGAN	1ST VICE PRE	N/A	Officer Director	$0	$0	$0
ALICE ROBERTS	TREASURER	N/A	Officer 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	$51,186	$59,358	$348,205	$-8,172
2023	$70,305	$37,747	$356,021	$32,558
2022	$60,478	$36,114	$322,860	$24,364
2021	$57,023	$30,381	$298,187	$26,642
2020	$16,647	$42,692	$271,060	$-26,045
2019	$61,197	$37,457	$297,778	$23,740
2018	$33,055	$37,224	$274,108	$-4,169