HELEN M LITTLE TRUST C/O MIDWESTON… - 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

1974

Legal Domicile

Principal Officer

MIDWESTONE BANK

Phone

5632634221

Tax Period

2025-01-01 to 2025-12-31

HELEN M LITTLE TRUST C/O MIDWESTONE BANK, founded in 1974, is a micro nonprofit that reported $74K in total revenue in fiscal year 2025. Revenue surged 69% from the prior year, signaling strong growth momentum. The organization ran a surplus of $53K, a strong 72% operating margin.

Mission

TO PROVIDE MONIES TO THE TRINITY EPISCOPAL CHURCH TO FURTHER THE WORK OF THE CHURCH IN THE WORLD.

Program Service Accomplishments

Program 1

Expenses: $14,941

PROVIDES MONIES TO THE TRINITY EPISCOPAL CHURCH TO FURTHER THE WORK OF THE CHURCH IN THE WORLD.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $73,582

Other Revenue $0

TOTAL REVENUE $73,582

Expense Breakdown

Grants Paid $14,941

Salaries & Benefits $4,895

Fundraising Expenses $0

Program Expenses $14,941

Other Expenses $918

TOTAL EXPENSES $20,754

Year-over-Year Comparison

	2025	2024	Change
Revenue	$73,582	$43,498	+0.7%
Expenses	$20,754	$57,841	-0.6%
Net Income	$52,828	$-14,343	-4.7%

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		$14,941	$0	$14,941

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	$73,582	$20,754	$613,829	$52,828
2024	$43,498	$57,841	$554,847	$-14,343
2023	$190,647	$65,105	$551,267	$125,542
2022	$92,036	$25,465	$616,740	$66,571
2021	$26,607	$27,109	$663,441	$-502
2020	$44,017	$63,568	$601,086	$-19,551
2019	$72,608	$71,416	$749,726	$1,192
2018	$36,114	$50,524	$661,849	$-14,410

HELEN M LITTLE TRUST C/O MIDWESTONE BANK