DES MOINES HERITAGE TRUST (EIN 814257830) - 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

2016

Legal Domicile

Tax Period

2025-01-01 to 2025-12-31

DES MOINES HERITAGE TRUST, founded in 2016, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $15K in total revenue in fiscal year 2025. Revenue decreased 10% compared to the prior year. The organization ran a surplus of $5K, a strong 34% operating margin.

Mission

PURCHASE AND RENOVATE HISTORIC PROPERTIES INTO HISTORIC AND COMMUNITY CENTERS, PRESERVING THE PROPERTIES HISTORY FOR THE DES MOINES COMMUNITY AND FUTURE GENERATIONS TO ENJOY.

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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 $14,249

Program Service Revenue $0

Investment Income $520

Other Revenue $150

TOTAL REVENUE $14,919

Expense Breakdown

Grants Paid $9,796

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $9,796

Other Expenses $4

TOTAL EXPENSES $9,800

Year-over-Year Comparison

	2025	2024	Change
Revenue	$14,919	$16,648	-0.1%
Expenses	$9,800	$16,461	-0.4%
Net Income	$5,119	$187	+26.4%

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

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
CONNOR DELANEY	DIRECTOR	1.00	Director	$0	$0	$0
CONNIE BOESEN	DIRECTOR	1.00	Director	$0	$0	$0
JEFF GEERTS	DIRECTOR	1.00	Director	$0	$0	$0
PAT MEINERS	DIRECTOR	1.00	Director	$0	$0	$0
JOHN BROWN	SECRETARY	1.00	Officer Director	$0	$0	$0
AL TOKHEIM	TREASURER	1.00	Officer Director	$0	$0	$0
STEVE FREVERT	DIRECTOR	1.00	Director	$0	$0	$0
TIM WADDELL	PRESIDENT	1.00	Officer Director	$0	$0	$0
DEREK LORD	VP	1.00	Officer Director	$0	$0	$0
TIMOTHY HIELKEMA	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	$14,919	$9,800	$52,171	$5,119
2024	$16,648	$16,461	$47,052	$187
2023	$15,367	$2,720	$46,865	$12,647
2022	$21,863	$17,613	$34,218	$4,250
2021	$43,890	$59,846	$29,968	$-15,956
2020	$121,379	$1,106,003	$43,661	$-984,624
2019	$107,641	$264,022	$1,028,283	$-156,381
2018	$466,409	$15,119	$1,184,664	$451,290

DES MOINES HERITAGE TRUST