MARY NIETZEL TRUST C/O MIDWESTONE BANK (EIN 426102690) - 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

1966

Legal Domicile

Principal Officer

MIDWESTONE BANK

Phone

5632634221

Tax Period

2023-01-01 to 2023-12-31

MARY NIETZEL TRUST C/O MIDWESTONE BANK, founded in 1966, is a small nonprofit in the Religion sector that reported $120K in total revenue in fiscal year 2023. Revenue surged 230% from the prior year, signaling strong growth momentum. The organization ran a surplus of $89K, a strong 74% operating margin.

Mission

NET INCOME FROM THIS TRUST SHALL BE PAID QUARTERLY TO TRINITY EPISCOPAL CHURCH IN MUSCATINE IOWA FOR THE GENERAL PURPOSE OF THE CHURCH.

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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 $119,570

Other Revenue $0

TOTAL REVENUE $119,570

Expense Breakdown

Grants Paid $23,213

Salaries & Benefits $6,675

Fundraising Expenses $0

Program Expenses $23,213

Other Expenses $1,020

TOTAL EXPENSES $30,908

Year-over-Year Comparison

	2023	2022	Change
Revenue	$119,570	$36,219	+2.3%
Expenses	$30,908	$25,889	+0.2%
Net Income	$88,662	$10,330	+7.6%

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
MIDWESTONE BANK	TRUSTEE	0.50		$6,675	$0	$6,675

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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$119,570	$30,908	$763,182	$88,662
2022	$36,219	$25,889	$700,515	$10,330
2021	$41,502	$34,929	$840,771	$6,573
2020	$21,610	$22,693	$778,857	$-1,083
2019	$18,993	$26,919	$710,476	$-7,926
2018	$20,505	$26,943	$616,992	$-6,438

MARY NIETZEL TRUST C/O MIDWESTONE BANK