IOWA BEHAVIORAL HEALTH ASSOCIATION (EIN 421388307) - 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

1991

Legal Domicile

Principal Officer

FLORA A SCHMIDT

Phone

5153093315

Tax Period

2024-07-01 to 2025-06-30

IOWA BEHAVIORAL HEALTH ASSOCIATION, founded in 1991, is a small nonprofit that reported $375K in total revenue in fiscal year 2024. Revenue surged 21% from the prior year, signaling strong growth momentum. The organization ran a surplus of $68K, a strong 18% operating margin.

Mission

Advocacy & knowledge sharing for the advancement of the behavioral health field.

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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 $332,226

Program Service Revenue $8,197

Investment Income $34,654

Other Revenue $0

TOTAL REVENUE $375,077

Expense Breakdown

Grants Paid $0

Salaries & Benefits $140,893

Fundraising Expenses $0

Program Expenses $183,014

Other Expenses $166,178

TOTAL EXPENSES $307,071

Year-over-Year Comparison

	2024	2023	Change
Revenue	$375,077	$310,866	+0.2%
Expenses	$307,071	$275,864	+0.1%
Net Income	$68,006	$35,002	+0.9%

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

$121,951

Total Directors

$121,951

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
FLORA A SCHMIDT	Executive Dir.	50.00	Officer Director	$111,399	$10,552	$121,951
MARY PETERSEN	Director	1.00	Director	$0	$0	$0
JULIE ENOCKSON	VICE-CHAIR	1.00	Officer Director	$0	$0	$0
MICHELLE DE LA RIVA	Treasurer	1.00	Officer Director	$0	$0	$0
CYNTHIA STEIDL BISHOP	Secretary	1.00	Officer Director	$0	$0	$0
JEN PEARSON	CHAIRPERSON	1.00	Officer Director	$0	$0	$0
KATHY JOHNSON	Director	1.00	Director	$0	$0	$0
CHAD JENSEN	Director	1.00	Director	$0	$0	$0
LORRIE YOUNG	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	$375,077	$307,071	$1,151,360	$68,006
2024	$310,866	$275,864	$1,132,906	$35,002
2023	$288,505	$260,491	$1,014,626	$28,014
2022	$289,244	$267,326	$987,411	$21,918
2021	$242,430	$264,001	$928,975	$-21,571
2020	$244,616	$257,938	$911,700	$-13,322
2019	$269,784	$267,361	$910,943	$2,423

IOWA BEHAVIORAL HEALTH ASSOCIATION