MONROE COUNTY IOWA COMMUNITY FOUNDATION (EIN 421427739) - 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

1996

Legal Domicile

Principal Officer

DAN TOMETICH

Phone

6419327233

Tax Period

2023-01-01 to 2023-12-31

MONROE COUNTY IOWA COMMUNITY FOUNDATION, founded in 1996, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $439K in total revenue in fiscal year 2023. Revenue decreased 16% compared to the prior year. The organization ran a surplus of $215K, a strong 49% operating margin.

Mission

COMMUNITY FOUNDATION WHICH IS BUILDING A POOL OF FUNDS TO PROVIDE FOR THE NEEDS OF THE RESIDENTS OF MONROE COUNTY, IOWA. THESE MONIES WILL BE USED FOR EDUCATION PROGRAM DEVELOPMENT AND SCHOLARSHIP PROGRAMS; ARTS AND CULTURAL PROGRAMS INCLUDING HISTORIC PRESERVATION; WELLNESS/RECREATION PROGRAMS; HEALTH AND SOCIAL SERVICE PROGRAMS; PUBLIC AFFAIRS AND COMMUNITY DEVELOPMENT PROGRAMS; PUBLIC FACILITY CONSTRUCTION; REHABILITATION ANDMAINTENANCE; AND AGRICULTURE, NATURAL RESOURCE AND ENVIRONMENTAL PROGRAMS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $385,379

Program Service Revenue $0

Investment Income $53,773

Other Revenue $0

TOTAL REVENUE $439,152

Expense Breakdown

Grants Paid $166,570

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $202,028

Other Expenses $57,938

TOTAL EXPENSES $224,508

Year-over-Year Comparison

	2023	2022	Change
Revenue	$439,152	$523,210	-0.2%
Expenses	$224,508	$264,846	-0.2%
Net Income	$214,644	$258,364	-0.2%

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

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
KEVIN KNESS	TREASURER	0.25	Officer Director	$0	$0	$0
DAN TOMETICH	PRESIDENT	2.00	Officer Director	$0	$0	$0
LINDA DAVIS	SECRETARY	0.25	Officer Director	$0	$0	$0
BRENDA WYNN	VICE-PRESIDENT	0.25	Officer Director	$0	$0	$0
DAVE MICK	DIRECTOR	0.25	Director	$0	$0	$0
MELISSA BALLARD	DIRECTOR	0.25	Director	$0	$0	$0
WES AESCHLIMAN	DIRECTOR	0.25	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	No data	No data	No data	No data
2023	$439,152	$224,508	$3,279,512	$214,644
2022	$523,210	$264,846	$2,760,692	$258,364
2021	$978,623	$607,464	$2,967,759	$371,159
2020	$642,495	$602,548	$2,928,716	$39,947
2019	$415,840	$149,802	$2,903,383	$266,038
2018	$408,799	$172,972	$2,382,195	$235,827

MONROE COUNTY IOWA COMMUNITY FOUNDATION