IOWA MUNICIPAL FINANCE OFFICERS ASSOCIATION (EIN 421324223) - 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

2005

Legal Domicile

Principal Officer

DEB WHEATLEY FIELD

Phone

7122431092

Tax Period

2024-04-01 to 2025-03-31

IOWA MUNICIPAL FINANCE OFFICERS ASSOCIATION, founded in 2005, is a small nonprofit in the Public & Societal Benefit sector that reported $217K in total revenue in fiscal year 2024. Revenue surged 33% from the prior year, signaling strong growth momentum. The organization ran a surplus of $38K, a strong 18% operating margin.

Mission

GIVING INSTRUCTIONS TO MUNICIPAL OFFICERS ON KEEPING PUBLIC RECORDS, THAT BENEFITS 650 MEMBERS

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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 $62,242

Program Service Revenue $151,957

Investment Income $0

Other Revenue $2,700

TOTAL REVENUE $216,899

Expense Breakdown

Grants Paid $0

Salaries & Benefits $12,474

Fundraising Expenses $0

Program Expenses $104,446

Other Expenses $166,422

TOTAL EXPENSES $178,896

Year-over-Year Comparison

	2024	2023	Change
Revenue	$216,899	$163,636	+0.3%
Expenses	$178,896	$183,219	0.0%
Net Income	$38,003	$-19,583	-2.9%

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

$11,900

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DEB WHEATLEY FIELDS	SECRETARY, TREASURER	N/A	Officer	$7,500	$0	$7,500
BRIAN WEUVE	VICE PRESIDENT	N/A	Officer	$0	$1,700	$1,700
TRICIA MAIERS	PRESIDENT	N/A	Officer	$0	$2,700	$2,700
CHRISSI WERSMA	DIRECTOR	N/A	Director	$0	$0	$0
ERIN LEARN	DIRECTOR	N/A	Director	$0	$0	$0
DAWN SIEBKEN	DIRECTOR	N/A	Director	$0	$0	$0
TRISH GLEASON	DIRECTOR	N/A	Director	$0	$0	$0
KARYL BONJOUR	DIRECTOR	N/A	Director	$0	$0	$0
SHELBY HAGAN	DIRECTOR	N/A	Director	$0	$0	$0
DARRYL TEN PAS	DIRECTOR	N/A	Director	$0	$0	$0
CHRISTINA EICHER	DIRECTOR	N/A	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	$216,899	$178,896	$182,179	$38,003

IOWA MUNICIPAL FINANCE OFFICERS ASSOCIATION