MASON CITY FOUNDATION (EIN 421375606) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1991

Legal Domicile

Principal Officer

DALENA BARZ

Phone

6414242852

Tax Period

2024-01-01 to 2024-12-31

MASON CITY FOUNDATION, founded in 1991, is a small nonprofit in the Environment sector that reported $909K in total revenue in fiscal year 2024. Revenue surged 129% from the prior year, signaling strong growth momentum. The organization ran a surplus of $292K, a strong 32% operating margin.

Mission

TO CULTIVATE AND SUPPORT EFFORTS TO ENRIGH THE CULTURAL ENVIRONMENT OF THE COMMUNITY. THE FOUNDATION OPERATES THE BOYHOOD HOME OF MEREDITH WILLSON AND MUSIC MAN SQUARE.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $747,411

Program Service Revenue $94,233

Investment Income $843

Other Revenue $66,776

TOTAL REVENUE $909,263

Expense Breakdown

Grants Paid $0

Salaries & Benefits $132,012

Fundraising Expenses $9,563

Program Expenses $475,998

Other Expenses $485,219

TOTAL EXPENSES $617,231

Year-over-Year Comparison

	2024	2023	Change
Revenue	$909,263	$397,254	+1.3%
Expenses	$617,231	$560,558	+0.1%
Net Income	$292,032	$-163,304	-2.8%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

N/A

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
DALENA BARZ	PRESIDENT	N/A	Officer Director	$0	$0	$0
ANN BEASLEY	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
TOM BIRDSALL	TREASURER	N/A	Officer Director	$0	$0	$0
ANNA GRUEMMER	DIRECTOR	N/A	Director	$0	$0	$0
NATHAN HEHR	DIRECTOR	N/A	Director	$0	$0	$0
ELIZABETH KIRBY	DIRECTOR	N/A	Director	$0	$0	$0
NANCY LASS	DIRECTOR	N/A	Director	$0	$0	$0
BARBARA MACGREGOR	DIRECTOR	N/A	Director	$0	$0	$0
AMANDA RAGAN	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
2024	$909,263	$617,231	$5,725,516	$292,032
2023	$397,254	$560,558	$5,581,519	$-163,304
2022	$408,234	$537,466	$5,745,879	$-129,232
2021	$496,052	$458,204	$6,077,487	$37,848
2020	$141,569	$368,787	$5,686,614	$-227,218
2019	$468,471	$472,126	$5,948,583	$-3,655
2018	$363,518	$508,333	$5,975,364	$-144,815

MASON CITY FOUNDATION