South Central Iowa Community Founda (EIN 421411234) - 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

1993

Legal Domicile

Principal Officer

Diane Ross

Phone

6412179105

Tax Period

2024-07-01 to 2025-06-30

South Central Iowa Community Founda, founded in 1993, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.9M in total revenue in fiscal year 2024. Revenue decreased 6% compared to the prior year. The organization ran a surplus of $1.2M, a strong 63% operating margin.

Mission

Improve lives of South Central Iowa Community

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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 $264,816

Program Service Revenue $0

Investment Income $1,660,769

Other Revenue $0

TOTAL REVENUE $1,925,585

Expense Breakdown

Grants Paid $512,226

Salaries & Benefits $109,098

Fundraising Expenses $15,611

Program Expenses $512,226

Other Expenses $87,772

TOTAL EXPENSES $709,096

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,925,585	$2,055,319	-0.1%
Expenses	$709,096	$685,413	+0.0%
Net Income	$1,216,489	$1,369,906	-0.1%

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

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
Dennis Jeter	Board Chair	1.00	Officer Director	$0	$0	$0
Erik Niggemeyer	Secretary	1.00	Officer Director	$0	$0	$0
Melissa Snell	Treasurer	1.00	Officer Director	$0	$0	$0
Ray Thurlby	Director	1.00	Director	$0	$0	$0
Hanna Gwinn	Director	1.00	Director	$0	$0	$0
Mike Frost	Director	1.00	Director	$0	$0	$0
Tracy Barnes	Director	1.00	Director	$0	$0	$0
Shannon Lecy	Vice Chair	1.00	Officer Director	$0	$0	$0
Sarah Long	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	$1,925,585	$709,096	$16,710,529	$1,216,489
2024	$2,055,319	$685,413	$15,539,506	$1,369,906
2023	$1,248,440	$560,257	$14,165,099	$688,183
2022	$-1,711,504	$655,740	$13,478,774	$-2,367,244
2021	$5,307,597	$7,512,347	$15,877,246	$-2,204,750
2020	$1,666,903	$1,507,606	$18,209,887	$159,297
2019	$3,662,404	$1,865,041	$18,212,169	$1,797,363
2018	$2,298,074	$1,559,986	$17,773,651	$738,088

South Central Iowa Community Founda