JOHN W NELSON TRUST TW - 20805200 - Form 990 Financial Data

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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

1988

Legal Domicile

Phone

7127929772

Tax Period

2024-05-01 to 2025-04-30

JOHN W NELSON TRUST TW - 20805200, founded in 1988, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $332K in total revenue in fiscal year 2024. Net assets of $1.0M represent 38 months of operating reserves.

Mission

TO SUPPORT THE VARIOUS COMMUNITIES, CHURCH MISSIONS AND MAINTENANCE OF THE FAITH LUTHERAN CHURCH

Program Service Accomplishments

Program 1

Expenses: $319,822

DISTRIBUTIONS TO FAITH LUTHERAN CHURCH, 708 LOCUST STREET, ODEBOLT, IOWA 51458

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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 $0

Program Service Revenue $0

Investment Income $21,020

Other Revenue $310,556

TOTAL REVENUE $331,576

Expense Breakdown

Grants Paid $319,822

Salaries & Benefits $33,615

Fundraising Expenses $0

Program Expenses $319,822

Other Expenses $1,140

TOTAL EXPENSES $354,577

Year-over-Year Comparison

	2024	2023	Change
Revenue	$331,576	$335,353	0.0%
Expenses	$354,577	$367,675	0.0%
Net Income	$-23,001	$-32,322	-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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
IOWA SAVINGS BANK	TRUSTEE	10.00		$33,615	$0	$33,615
ANN MENZEL	VICE PRESIDENT AND TRUST OFFICER	0.00	Officer	$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	$331,576	$354,577	$1,037,305	$-23,001
2024	$335,353	$367,675	$1,025,007	$-32,322
2023	$322,602	$361,588	$1,023,634	$-38,986
2022	$295,239	$290,111	$1,033,403	$5,128
2021	$247,139	$262,924	$1,074,762	$-15,785
2020	$246,797	$260,398	$938,486	$-13,601
2019	$245,073	$242,119	$987,241	$2,954

JOHN W NELSON TRUST TW - 20805200