AMANA HERITAGE SOCIETY

EIN: 426122573 501(c)(3)

AMANA, IA

Total Revenue
$413,844
Total Expenses
$344,431
Total Assets
$1,474,501
Net Assets
$1,470,635
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1968
Legal Domicile
IA
Principal Officer
JON M CHILDERS
Phone
3196223567
Tax Period
2024-04-01 to 2025-03-31

AMANA HERITAGE SOCIETY, founded in 1968, is a small nonprofit that reported $414K in total revenue in fiscal year 2024. The organization ran a surplus of $69K, a strong 17% operating margin.

Mission

LOCAL HISTORICAL SOCIETY OPERATES MUSEUMS, LIBRARY ARCHIVES TO PRESERVE INTERPRET THE CULTURAL HERITAGE OF AMANA COLONIES NATIONAL HISTORIC LANDMARK.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $141,114
Program Service Revenue $81,334
Investment Income $127,050
Other Revenue $64,346
TOTAL REVENUE $413,844

Expense Breakdown

Grants Paid $0
Salaries & Benefits $221,668
Fundraising Expenses $0
Program Expenses $344,431
Other Expenses $117,323
TOTAL EXPENSES $344,431

Year-over-Year Comparison

2024 2023 Change
Revenue $413,844 $412,661 +0.0%
Expenses $344,431 $317,265 +0.1%
Net Income $69,413 $95,396 -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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Governance

Voting Members
8
Independent Members
8
Employees
11
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
4
$64,000
Total Directors
9
$64,000
Key Employees
1
$64,000
Highest Compensated
1
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JON CHILDERS EXECUTIVE DIRECTOR 040.00
Officer Director Key Emp Highest
$64,000 $0 $64,000
JOHN ZUBER PRESIDENT 004.00
Officer Director
$0 $0 $0
AARON SCHAEFER DIRECTOR 003.00
Director
$0 $0 $0
AMY JACOBSEN VICE-PRES TREASURER 003.00
Officer Director
$0 $0 $0
MARGO JAROSZ SECRETARY 003.00
Officer Director
$0 $0 $0
DAVID RETTIG DIRECTOR 003.00
Director
$0 $0 $0
BRUCE TRUMPOLD DIRECTOR 003.00
Director
$0 $0 $0
DJ YUNEK DIRECTOR 003.00
Director
$0 $0 $0
LYNDSEY MCCARTY DIRECTOR 003.00
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
2025 $413,844 $344,431 $1,474,501 $69,413
2024 $412,661 $317,265 $1,413,636 $95,396
2023 $231,264 $293,887 $1,310,747 $-62,623
2022 $319,760 $238,003 $1,382,490 $81,757
2021 $339,850 $200,987 $1,326,914 $138,863
2020 $256,666 $222,762 $1,161,265 $33,904
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