HOMEWARD IOWA

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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

2013

Legal Domicile

Principal Officer

ANNIE UETZ

Phone

5153026017

Tax Period

2023-07-01 to 2024-06-30

HOMEWARD IOWA, founded in 2013, is a small nonprofit in the Human Services sector that reported $488K in total revenue in fiscal year 2023.

Mission

OUR MISSION IS TO CREATE SOLUTIONS TO HOMELESSNESS IN POLK COUNTY BY COLLABORATING WITH PARTNERS AND MAXIMIZING RESOURCES FOR A HEALTHY, HOUSED COMMUNITY.

Program Service Accomplishments

Program 1

Expenses: $506,090 Revenue: $466,891

Homeward exists to build partnerships, identify funding, and create solutions to homelessness in Polk County. We serve as Polk Countys homelessness planning organization, forging strategic...

Homeward exists to build partnerships, identify funding, and create solutions to homelessness in Polk County. We serve as Polk Countys homelessness planning organization, forging strategic collaborations between homelessness organizations, community partners, government officials, and people experiencing homelessness.

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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 (2023)

Revenue Breakdown

Contributions & Grants $466,891

Program Service Revenue $0

Investment Income $21,100

Other Revenue $0

TOTAL REVENUE $487,991

Expense Breakdown

Grants Paid $125,000

Salaries & Benefits $308,170

Fundraising Expenses $3,421

Program Expenses $506,090

Other Expenses $98,545

TOTAL EXPENSES $531,715

Year-over-Year Comparison

	2023	2022	Change
Revenue	$487,991	N/A	N/A
Expenses	$531,715	N/A	N/A
Net Income	$-43,724	N/A	N/A

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

135

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

$52,148

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANGELA ARTHUR	Executive Dir.	40.00	Officer	$52,148	$0	$52,148
ANNIE UETZ	VICE CHAIR	1.00	Officer Director	$0	$0	$0
NATHAN SIMPSON	VICE CHAIR	1.00	Officer Director	$0	$0	$0
ANGELA DETHLEFS-TRETTIN	Secretary	1.00	Officer Director	$0	$0	$0
TONY MONTGOMERY	Treasurer	1.00	Officer Director	$0	$0	$0
KATIE ALBRECHT-SNELL	Director	1.00	Director	$0	$0	$0
BRETT BURK	Director	1.00	Director	$0	$0	$0
REBECCA FOSTER	Director	1.00	Director	$0	$0	$0
FREDERICK GADDY	Director	1.00	Director	$0	$0	$0
LORNA GARCIA	Director	1.00	Director	$0	$0	$0
DENNIS HENDERSON	Director	1.00	Director	$0	$0	$0
CHARLES HILL	Director	1.00	Director	$0	$0	$0
LORI JENSEN	Director	1.00	Director	$0	$0	$0
AMBER LEWIS	Director	1.00	Director	$0	$0	$0
JENNIFER MINER	Director	1.00	Director	$0	$0	$0
TAMI NIELSEN	Director	1.00	Director	$0	$0	$0
JILL PADGETT	Director	1.00	Director	$0	$0	$0
MANISHA PAUDEL	Director	1.00	Director	$0	$0	$0
ALYSON SIMMONS	Director	1.00	Director	$0	$0	$0
EHREN STOVER-WRIGHT	Director	1.00	Director	$0	$0	$0
AMANDA WANKE	Director	1.00	Director	$0	$0	$0
WHITNI WARNKE	Director	1.00	Director	$0	$0	$0
DAVID WEIDT	Director	1.00	Director	$0	$0	$0
LYN WILSON	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	No data	No data	No data	No data
2024	$487,991	$531,715	$619,397	$-43,724