Greater Poweshiek Community Foundation (EIN 421298055) - 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

1989

Legal Domicile

Principal Officer

George Britton

Phone

6412365518

Tax Period

2022-07-01 to 2023-06-30

Greater Poweshiek Community Foundation, founded in 1989, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.6M in total revenue in fiscal year 2022. Revenue fell 22% from the prior year — a significant decline worth monitoring. Expenses of $2.2M left a modest 15% surplus.

Mission

Greater Poweshiek Community Foundation serves the community and enhances quality of life by: helping people accomplish their charitable giving objectives; managing and preserving

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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 (2022)

Revenue Breakdown

Contributions & Grants $2,273,034

Program Service Revenue $0

Investment Income $277,678

Other Revenue $12,194

TOTAL REVENUE $2,562,906

Expense Breakdown

Grants Paid $1,800,323

Salaries & Benefits $177,197

Fundraising Expenses $53,768

Program Expenses $1,907,843

Other Expenses $209,086

TOTAL EXPENSES $2,186,606

Year-over-Year Comparison

	2022	2021	Change
Revenue	$2,562,906	$3,278,335	-0.2%
Expenses	$2,186,606	$1,827,103	+0.2%
Net Income	$376,300	$1,451,232	-0.7%

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

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

$43,027

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Mike Allen	Vice-Presient	1.00	Officer	$0	$0	$0
Barb Baker	Director	1.00	Director	$0	$0	$0
Monica Chavez-Silva	Director	1.00	Director	$0	$0	$0
Patrick Cogley	President	4.00	Officer	$0	$0	$0
Tina Elfenbein	Director	1.00	Director	$0	$0	$0
Steve Gant	Director	1.00	Director	$0	$0	$0
Mike Geiger	Director	1.00	Director	$0	$0	$0
Austin Jones	Director	1.00	Director	$0	$0	$0
Paul Kolpin	Director	1.00	Director	$0	$0	$0
Vickie McDonald	Secretary	1.00	Officer	$0	$0	$0
Jonathan Plate	Director	1.00	Director	$0	$0	$0
Liesl Roorda	Director	1.00	Director	$0	$0	$0
Connie Scurr	Treaurer	2.00	Officer	$0	$0	$0
Nicole Brua-Behrens	Executive Director	45.00	Highest	$70,693	$2,045	$72,738
Amy Blanchard	Program Manager	30.00	Key Emp	$40,906	$2,121	$43,027
Mary Sherwood	Diector	1.00	Director	$0	$0	$0
Katy Wells	Director	1.00	Director	$0	$0	$0
Rusty Clayton	Director	1.00	Director	$0	$0	$0
Marie Hedlund	Director	1.00	Director	$0	$0	$0
Sandy Ross	Director	1.00	Director	$0	$0	$0
Joel Kerchival	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$2,562,906	$2,186,606	$12,783,042	$376,300
2022	$3,278,335	$1,827,103	$11,245,531	$1,451,232
2021	$2,363,925	$1,678,428	$12,005,119	$685,497
2020	$2,276,740	$1,772,503	$9,094,793	$504,237

Greater Poweshiek Community Foundation