OKTEMBERFEST INC

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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

1985

Legal Domicile

Principal Officer

JON PIERCE

Phone

6417535900

Tax Period

2019-01-01 to 2019-12-31

OKTEMBERFEST INC, founded in 1985, is a micro nonprofit in the Recreation & Sports sector that reported $49K in total revenue in fiscal year 2019. Revenue surged 22% from the prior year, signaling strong growth momentum. Expenses of $43K left a modest 13% surplus.

Mission

CONDUCTING AN ANNUAL FAMILY FALL FESTIVAL IN THE COMMUNITY OF MARSHALLTOWN

Program Service Accomplishments

Program 1

Expenses: $32,407 Revenue: $49,157

CONDUCTING AN ANNUAL FAMILY FALL FESTIVAL IN THE COMMUNITY OF MARSHALLTOWN DURING THE LAST WEEKEND IN SEPTEMBER

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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 (2019)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $49,157

Investment Income $89

Other Revenue $0

TOTAL REVENUE $49,246

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $32,407

Other Expenses $42,611

TOTAL EXPENSES $42,611

Year-over-Year Comparison

	2019	2018	Change
Revenue	$49,246	$40,315	+0.2%
Expenses	$42,611	$45,021	-0.1%
Net Income	$6,635	$-4,706	-2.4%

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

N/A

Employees

N/A

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
JON PIERCE	DIRECTOR/TREASURER	0.10	Officer Director	$0	$0	$0
JENNIFER HART	DIRECTOR/PRESIDENT	0.10	Officer Director	$0	$0	$0
ALYCE QUASTED	DIRECTOR	0.10	Director	$0	$0	$0
CINDY BRODIN	DIRECTOR	0.10	Director	$0	$0	$0
MERILEE WEATHERMAN	DIRECTOR/PRESIDENT	0.10	Officer Director	$0	$0	$0
GARRETT GOODMAN	DIRECTOR	0.10	Director	$0	$0	$0
DUANE DIXON	DIRECTOR	0.10	Director	$0	$0	$0
ANDY SCHWANDT	DIRECTOR	0.10	Director	$0	$0	$0
BRETT UMTHUN	DIRECTOR	0.10	Director	$0	$0	$0
DEX WALKER	DIRECTOR	0.10	Director	$0	$0	$0
HEIDI DRAISEY	DIRECTOR	0.10	Director	$0	$0	$0
DANI CAMERON-DIAZ	DIRECTOR	0.10	Director	$0	$0	$0
STEPHANIE ANDERSON	DIRECTOR	0.10	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
2019	$49,246	$42,611	$42,497	$6,635
2018	$40,315	$45,021	$35,855	$-4,706