Iowa State University 1993 Trust (EIN 426527697) - 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

1995

Legal Domicile

Principal Officer

Wendy Wintersteen

Phone

5152949131

Tax Period

2024-01-01 to 2024-12-31

Iowa State University 1993 Trust, founded in 1995, is a small nonprofit in the Education sector that reported $798K in total revenue in fiscal year 2024. Revenue grew 20% year-over-year, indicating healthy expansion. Expenses of $1.1M exceeded revenue, resulting in a 38% operating deficit.

Mission

To provide support for a variety of educational programs at Iowa State University.

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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 $798,112

Other Revenue $0

TOTAL REVENUE $798,112

Expense Breakdown

Grants Paid $826,998

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $826,998

Other Expenses $271,000

TOTAL EXPENSES $1,097,998

Year-over-Year Comparison

	2024	2023	Change
Revenue	$798,112	$667,728	+0.2%
Expenses	$1,097,998	$1,076,942	+0.0%
Net Income	$-299,886	$-409,214	-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

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

$1,464,917

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Wendy Wintersteen	Trustee	0.50	Director	$0	$691,760	$1,464,917

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	$798,112	$1,097,998	$11,412,342	$-299,886
2023	$667,728	$1,076,942	$11,712,228	$-409,214
2022	$615,476	$1,056,834	$12,121,442	$-441,358
2021	$963,289	$999,636	$12,562,800	$-36,347
2020	$451,980	$944,268	$12,599,147	$-492,288
2019	$574,769	$926,084	$13,091,435	$-351,315
2018	$1,181,030	$925,126	$13,442,750	$255,904

Iowa State University 1993 Trust