Iowa Forward (EIN 834467448) - 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

2019

Legal Domicile

Phone

3143843064

Tax Period

2021-01-01 to 2021-12-31

Iowa Forward, founded in 2019, is a small nonprofit that reported $120K in total revenue in fiscal year 2021. Revenue fell 90% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $65K, a strong 54% operating margin.

Mission

To provide educational programming and advocacy to and for Iowans on access to quality, affordable health care, and to demand accountability and leadership from our elected officials.

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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 (2021)

Revenue Breakdown

Contributions & Grants $85,000

Program Service Revenue $0

Investment Income $0

Other Revenue $34,877

TOTAL REVENUE $119,877

Expense Breakdown

Grants Paid $50,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $51,900

Other Expenses $4,984

TOTAL EXPENSES $54,984

Year-over-Year Comparison

	2021	2020	Change
Revenue	$119,877	$1,206,050	-0.9%
Expenses	$54,984	$1,656,270	-1.0%
Net Income	$64,893	$-450,220	-1.1%

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

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
Katie Sanderson	Secretary	1.00	Officer Director	$0	$0	$0
Elizabeth Beth Pudenz	Treasurer	1.00	Officer 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
2021	$119,877	$54,984	$32,412	$64,893
2020	$1,206,050	$1,656,270	$59,267	$-450,220
2019	$3,000,000	$2,490,513	$511,781	$509,487
2019	$3,000,000	$2,490,513	$511,781	$509,487

Iowa Forward