Southwest Iowa Foundation (EIN 421453731) - 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

Phone

4023423458

Tax Period

2023-01-01 to 2023-12-31

Southwest Iowa Foundation, founded in 1996, is a small nonprofit in the Crime & Legal sector that reported $413K in total revenue in fiscal year 2023. Expenses of $647K exceeded revenue, resulting in a 57% operating deficit.

Mission

Support Omaha Community Foundation's Mission.

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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 $0

Program Service Revenue $0

Investment Income $413,396

Other Revenue $0

TOTAL REVENUE $413,396

Expense Breakdown

Grants Paid $513,332

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $594,447

Other Expenses $133,664

TOTAL EXPENSES $646,996

Year-over-Year Comparison

	2023	2022	Change
Revenue	$413,396	$399,578	+0.0%
Expenses	$646,996	$574,492	+0.1%
Net Income	$-233,600	$-174,914	+0.3%

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

$520,206

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Donna Kush	Director	1.00	Director	$0	$44,120	$520,206
Mark Hanwright	Director	1.00	Director	$0	$0	$0
John M Burns	President	2.00	Officer Director	$0	$0	$0
John P Nelson	Director	1.00	Director	$0	$0	$0
Thomas Schmitt	Director	1.00	Director	$0	$0	$0
Thomas D Whitson	Sec/Treasurer	1.00	Officer Director	$0	$0	$0
Steven Baumert	Vice President	1.00	Officer Director	$0	$0	$0
Dennis Nissen	Director	1.00	Director	$0	$0	$0
Scott Hartman	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
2024	No data	No data	No data	No data
2023	$413,396	$646,996	$8,221,897	$-233,600
2022	$399,578	$574,492	$7,844,695	$-174,914
2021	$541,510	$501,513	$9,807,040	$39,997
2020	$322,313	$423,474	$9,456,394	$-101,161

Southwest Iowa Foundation