Historic Valley Junction Foundation

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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

Jason Keigley

Phone

5152223642

Tax Period

2024-01-01 to 2024-12-31

Historic Valley Junction Foundation, founded in 1987, is a small nonprofit in the Community Improvement sector that reported $565K in total revenue in fiscal year 2024. Revenue grew 13% year-over-year, indicating healthy expansion.

Mission

To inspire and enhance the evolution of the original historic valley junction district by preserving and sharing the history, attracting and supporting small business and engaging and connecting the community

Program Service Accomplishments

Program 1

Expenses: $455,092 Revenue: $361,666

The organization hosts special events throughout the year to promote and revitalize the historic valley junction area of West Des Moines IA Some of these events include music in the junction, farmers market, jingle in the junction, July 3rd street party, cinco de mayo, antique jamboree and the art market. Many of these venues provide family friendly activities to enhance community involvement and to showcase the historic architecture of the community.

Program 2

N/A

Program 3

N/A

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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 $197,205

Program Service Revenue $361,666

Investment Income $6,096

Other Revenue $0

TOTAL REVENUE $564,967

Expense Breakdown

Grants Paid $0

Salaries & Benefits $182,727

Fundraising Expenses $0

Program Expenses $455,092

Other Expenses $368,390

TOTAL EXPENSES $551,117

Year-over-Year Comparison

	2024	2023	Change
Revenue	$564,967	$502,155	+0.1%
Expenses	$551,117	$558,379	0.0%
Net Income	$13,850	$-56,224	-1.2%

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

190

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

$75,499

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEVE FREVERT	Executive Director	40.00	Officer	$73,300	$2,199	$75,499
FELICIA COE	President	1.50	Officer Director	$0	$0	$0
JASON KEIGLEY	Vice President	1.50	Officer Director	$0	$0	$0
STEPHANIE TRANNEL	Treasurer	1.50	Officer Director	$0	$0	$0
CHLOE BRATVOLD	Secretary	1.50	Officer Director	$0	$0	$0
MITCHELL CALLAHAN	Director	1.50	Director	$0	$0	$0
CLAIRE CELSI	Director	1.50	Director	$0	$0	$0
RYAN COOPER	Director	1.50	Director	$0	$0	$0
TOM FLORIAN	Director	1.50	Director	$0	$0	$0
TREVOR JORDISON	Director	1.50	Director	$0	$0	$0
VICKIE L HILL	Director	1.50	Director	$0	$0	$0
SAVANNAH MINNICK	Director	1.50	Director	$0	$0	$0
SUSAN WATTS	Director	1.50	Director	$0	$0	$0
MEREDITH WELLS	Director	1.50	Director	$0	$0	$0
RENEE HARDMAN	Director	1.50	Director	$0	$0	$0
BRAD MUNFORD	Director	1.50	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	$564,967	$551,117	$364,117	$13,850
2023	$502,155	$558,379	$344,064	$-56,224
2022	$466,216	$448,771	$398,381	$17,445
2021	$409,155	$325,518	$373,336	$83,637
2020	$476,962	$367,401	$284,290	$109,561
2019	$739,926	$849,948	$175,151	$-110,022
2018	$849,541	$600,647	$285,942	$248,894