MAIN STREET OTTUMWA (EIN 462763878) - 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

2006

Legal Domicile

Principal Officer

KRIS PATRICK

Phone

6417993464

Tax Period

2024-07-01 to 2025-06-30

MAIN STREET OTTUMWA, founded in 2006, is a small nonprofit in the Unknown sector that reported $255K in total revenue in fiscal year 2024. Revenue surged 55% from the prior year, signaling strong growth momentum. Expenses of $229K left a modest 10% surplus.

Mission

TO IMPROVE THE SOCIAL AND ECONOMIC WELL-BEING OF OUR DISTRICT BY CAPITALIZING ON THE UNIQUE IDENTITY, ASSETS AND CHARACTER OF THE DOWNTOWN OTTUMWA AREA USING THE COMREHENSIVE MAIN STREET FOUR POINT APPROACH.

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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 $226,807

Program Service Revenue $0

Investment Income $713

Other Revenue $27,134

TOTAL REVENUE $254,654

Expense Breakdown

Grants Paid $0

Salaries & Benefits $100,274

Fundraising Expenses $0

Program Expenses $196,543

Other Expenses $128,949

TOTAL EXPENSES $229,223

Year-over-Year Comparison

	2024	2023	Change
Revenue	$254,654	$164,443	+0.5%
Expenses	$229,223	$209,634	+0.1%
Net Income	$25,431	$-45,191	-1.6%

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

Employees

Volunteers

150

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

$58,503

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
FRED ZESIGERUNTIL 123124	EXECUTIVE DI	40.00	Officer	$33,965	$0	$33,965
KRIS PATRICK	EXECUTIVE DI	40.00	Officer	$24,538	$0	$24,538
HOLLY BERG	PRESIDENT	5.00	Officer Director	$0	$0	$0
CONNIE FERGUSON	DIRECTOR	5.00	Director	$0	$0	$0
CARA GALLOWAY	DIRECTOR	5.00	Director	$0	$0	$0
AJ GEVOCK	VICE PRESIDE	5.00	Officer Director	$0	$0	$0
JAMES MAIZE	TREASURER	5.00	Officer Director	$0	$0	$0
BRAD MCCORMICK	DIRECTOR	5.00	Director	$0	$0	$0
MARC ROE	DIRECTOR	5.00	Director	$0	$0	$0
KRISTYN RUSSELL	DIRECTOR	5.00	Director	$0	$0	$0
BLAIRE SIEMS	SECRETARY	5.00	Officer Director	$0	$0	$0
KOLBY STREEBY	DIRECTOR	5.00	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	$254,654	$229,223	$221,322	$25,431
2024	$164,443	$209,634	$174,830	$-45,191
2023	$292,779	$229,665	$223,089	$63,114
2022	$301,866	$264,329	$172,354	$37,537
2021	$186,243	$196,509	$159,841	$-10,266
2020	$231,318	$172,761	$118,775	$58,557
2019	$111,033	$158,151	$74,134	$-47,118
2018	$798,742	$814,577	$142,468	$-15,835

MAIN STREET OTTUMWA