IOWA HISTORICAL FOUNDATION (EIN 421310625) - 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

1988

Legal Domicile

Principal Officer

RICKI KING

Phone

5153717411

Tax Period

2024-07-01 to 2025-06-30

IOWA HISTORICAL FOUNDATION, founded in 1988, is a small nonprofit in the Arts, Culture & Humanities sector that reported $203K in total revenue in fiscal year 2024. Revenue fell 28% from the prior year — a significant decline worth monitoring. Expenses of $183K left a modest 10% surplus.

Mission

PROMOTING THE PRESERVATION AND THE INTERPRETATION OF THE HISTORY OF THE STATE OF IOWA.

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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 $181,145

Program Service Revenue $0

Investment Income $21,418

Other Revenue $0

TOTAL REVENUE $202,563

Expense Breakdown

Grants Paid $159,282

Salaries & Benefits $0

Fundraising Expenses $1,256

Program Expenses $159,282

Other Expenses $23,673

TOTAL EXPENSES $182,955

Year-over-Year Comparison

	2024	2023	Change
Revenue	$202,563	$282,055	-0.3%
Expenses	$182,955	$269,052	-0.3%
Net Income	$19,608	$13,003	+0.5%

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
RICKI KING	PRESIDENT	1.00	Officer Director	$0	$0	$0
KEVIN GEIKEN	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
CHAZ ALLEN	TREASURER	1.00	Officer Director	$0	$0	$0
TY PATTON	SECRETARY	1.00	Officer Director	$0	$0	$0
MEGAN BENDIXEN	DIRECTOR	1.00	Director	$0	$0	$0
JOHN BROWN	DIRECTOR	1.00	Director	$0	$0	$0
KEVIN CONDON	DIRECTOR	1.00	Director	$0	$0	$0
KYLIE DITTMER	DIRECTOR	1.00	Director	$0	$0	$0
NANCY HALLS	DIRECTOR	1.00	Director	$0	$0	$0
ANDY SNYDER	DIRECTOR	1.00	Director	$0	$0	$0
BARBARA WISNIESKI	FORMER 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	$202,563	$182,955	$662,375	$19,608
2024	$282,055	$269,052	$612,145	$13,003
2023	$540,269	$570,089	$563,914	$-29,820
2022	$536,986	$651,009	$607,247	$-114,023
2021	$254,170	$194,396	$792,224	$59,774
2020	$346,827	$246,021	$651,000	$100,806

IOWA HISTORICAL FOUNDATION