IOWA HEALTHIEST STATE INITIATIVE (EIN 454570642) - 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

2011

Legal Domicile

Principal Officer

JAMI HABERL

Phone

5156506854

Tax Period

2024-10-01 to 2025-09-30

IOWA HEALTHIEST STATE INITIATIVE, founded in 2011, is a community nonprofit in the Health Care sector that reported $3.1M in total revenue in fiscal year 2024. Revenue surged 120% from the prior year, signaling strong growth momentum.

Mission

IMPROVE THE PHYSICAL, SOCIAL, AND MENTAL WELL-BEING OF IOWANS.

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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 $3,034,553

Program Service Revenue $23,641

Investment Income $10,332

Other Revenue $0

TOTAL REVENUE $3,068,526

Expense Breakdown

Grants Paid $602,011

Salaries & Benefits $671,815

Fundraising Expenses $33,344

Program Expenses $2,805,177

Other Expenses $1,737,283

TOTAL EXPENSES $3,011,109

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,068,526	$1,392,259	+1.2%
Expenses	$3,011,109	$1,550,430	+0.9%
Net Income	$57,417	$-158,171	-1.4%

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

Volunteers

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

$222,205

Total Directors

$222,205

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMI HABERL	SECRETARY/EXECUTIVE DIRECTOR	40.00	Officer Director	$212,697	$9,508	$222,205
APRIL SCHMALTZ	PRESIDENT	2.00	Officer Director	$0	$0	$0
AARON WEISE	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
BECKY WOODY	TREASURER	2.00	Officer Director	$0	$0	$0
MEG SCHNEIDER	DIRECTOR	1.00	Director	$0	$0	$0
MATT EVANS	DIRECTOR	1.00	Director	$0	$0	$0
QUENTIN HART	DIRECTOR	1.00	Director	$0	$0	$0
DR JENNIFER GROOS	DIRECTOR	1.00	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	$3,068,526	$3,011,109	$704,924	$57,417
2024	$1,392,259	$1,550,430	$647,507	$-158,171
2023	$1,723,782	$1,635,125	$805,678	$88,657
2022	$1,333,770	$2,461,406	$717,021	$-1,127,636
2021	$4,213,390	$2,643,278	$2,450,657	$1,570,112
2020	$1,784,564	$1,180,197	$880,545	$604,367
2019	$540,948	$555,653	$213,268	$-14,705
2018	$523,511	$498,394	$227,973	$25,117

IOWA HEALTHIEST STATE INITIATIVE