IOWA POLICY PROJECT (EIN 421512708) - 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

2001

Legal Domicile

Principal Officer

Janet Carl

Phone

3193380773

Tax Period

2019-07-01 to 2020-06-30

IOWA POLICY PROJECT, founded in 2001, is a small nonprofit that reported $237K in total revenue in fiscal year 2019. Revenue fell 43% from the prior year — a significant decline worth monitoring. Expenses of $351K exceeded revenue, resulting in a 48% operating deficit.

Mission

The mission of the Iowa Policy Project is to promote public policy that fosters economic opportunity while safeguarding the health and well-being of Iowa's people and the environment.

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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 $236,284

Program Service Revenue $0

Investment Income $365

Other Revenue $0

TOTAL REVENUE $236,649

Expense Breakdown

Grants Paid $0

Salaries & Benefits $294,826

Fundraising Expenses $3,634

Program Expenses $289,840

Other Expenses $56,594

TOTAL EXPENSES $351,420

Year-over-Year Comparison

	2019	2018	Change
Revenue	$236,649	$411,814	-0.4%
Expenses	$351,420	$333,238	+0.1%
Net Income	$-114,771	$78,576	-2.5%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Michael Owen	Executive Director	40	Highest	$63,513	$22,466	$85,979
Paul McAndrew	Director	1	Director	$0	$0	$0
Lana Shope	Director	1	Director	$0	$0	$0
Dale Todd	Director	1	Director	$0	$0	$0
Janet Carl	President	1	Officer Director	$0	$0	$0
Susan Ravenscroft	Vice-President	1	Officer Director	$0	$0	$0
Jennifer Sherer	Treasurer	1	Officer Director	$0	$0	$0
Ken Sagar	Secretary	1	Officer 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
2020	$236,649	$351,420	$85,555	$-114,771
2020	$101,573	$27,224	No data	$74,349

IOWA POLICY PROJECT