SCHOOL ADMINISTRATORS OF IOWA (EIN 421300888) - 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

1987

Legal Domicile

Principal Officer

LISA REMY

Phone

5152671115

Tax Period

2023-09-01 to 2024-08-31

SCHOOL ADMINISTRATORS OF IOWA, founded in 1987, is a community nonprofit that reported $2.3M in total revenue in fiscal year 2023. Revenue grew 8% year-over-year, indicating healthy expansion. Expenses of $2.0M left a modest 15% surplus.

Mission

PROFESSIONAL MEMBERSHIP ASSOCIATION FOR ADMINISTRATIVE PERSONNEL INVOLVED WITH IOWA SCHOOLS.

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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 $0

Program Service Revenue $2,105,378

Investment Income $194,617

Other Revenue $12,693

TOTAL REVENUE $2,312,688

Expense Breakdown

Grants Paid $9,272

Salaries & Benefits $1,211,147

Fundraising Expenses $0

Other Expenses $752,056

TOTAL EXPENSES $1,972,475

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,312,688	$2,138,639	+0.1%
Expenses	$1,972,475	$1,839,694	+0.1%
Net Income	$340,213	$298,945	+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

299

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

$236,987

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MATTHEW CARVER	LEGAL SERVIC	40.00	Highest	$210,698	$31,124	$241,822
LISA REMY	EXECUTIVE DI	40.00	Officer	$206,076	$30,911	$236,987
DANA SCHON	PROF. LEARNI	40.00	Highest	$183,768	$27,161	$210,929
TRACY HARMS	INFORMATION	40.00	Highest	$110,966	$16,645	$127,611
DEBORAH WRENN	FINANCE DIR.	40.00	Highest	$102,486	$15,373	$117,859
JARED CARDER	MEMBER REP	2.00	Director	$0	$0	$0
TREVOR MILLER	MEMBER REP	2.00	Director	$0	$0	$0
AARON DAVIDSON	MEMBER REP	2.00	Director	$0	$0	$0
SEE ATTACHED LISTING OF	REPRESENTATI	2.00	Director	$0	$0	$0
JASON TOENGES	PRESIDENT	2.00	Officer Director	$0	$0	$0
JOE STUTTING	PRESIDENT-EL	2.00	Officer Director	$0	$0	$0
JENNIFER SCHUTTE	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
DAN BUTLER	PAST PRESIDE	2.00	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
2025	No data	No data	No data	No data
2024	$2,312,688	$1,972,475	$4,085,058	$340,213
2023	$2,138,639	$1,839,694	$3,854,635	$298,945
2022	$1,840,043	$1,774,368	$3,563,834	$65,675
2021	$1,782,585	$1,534,253	$3,678,962	$248,332
2020	$1,382,286	$1,876,361	$3,127,547	$-494,075
2019	$1,919,384	$2,238,456	$3,625,028	$-319,072
2018	$2,032,348	$1,969,523	$3,910,175	$62,825

SCHOOL ADMINISTRATORS OF IOWA