SOUTHWEST IOWA NONPROFIT FOR COLLECTIVE IMPACT (EIN 851309249) - 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

2020

Legal Domicile

Principal Officer

F Peter Tulipana

Phone

4026908000

Tax Period

2023-01-01 to 2023-12-31

SOUTHWEST IOWA NONPROFIT FOR COLLECTIVE IMPACT, founded in 2020, is a small nonprofit in the Mental Health sector that reported $744K in total revenue in fiscal year 2023. Revenue fell 73% from the prior year — a significant decline worth monitoring. Net assets of $22.7M represent 367 months of operating reserves.

Mission

provide project management and fundraising assistance to 501(c)(3) entities in Council Bluffs and southwest Iowa

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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 $232,140

Program Service Revenue $0

Investment Income $511,749

Other Revenue $0

TOTAL REVENUE $743,889

Expense Breakdown

Grants Paid $0

Salaries & Benefits $168,365

Fundraising Expenses $0

Program Expenses $590,693

Other Expenses $616,411

TOTAL EXPENSES $784,776

Year-over-Year Comparison

	2023	2022	Change
Revenue	$743,889	$2,767,397	-0.7%
Expenses	$784,776	$2,107,088	-0.6%
Net Income	$-40,887	$660,309	-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

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

$125,000

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Peter Tulipana	President and CEO	30	Key Emp	$125,000	$0	$125,000
John Burns	board member	0	Director	$0	$0	$0
Todd Heistand	board member	0	Director	$0	$0	$0
Debbie Johnson	board member	0	Director	$0	$0	$0
Brenda Mainwaring	board member	0	Director	$0	$0	$0
Tara Slevin	board member	0	Director	$0	$0	$0
Steve Wild	board member	0	Director	$0	$0	$0
John Nelson	Board Chair	0	Director	$0	$0	$0
Polina Schlott	Secretary	0	Director	$0	$0	$0
Robert Schlott	Secretary	0	Director	$0	$0	$0
Tom Whitson	Treasurer	0	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
2024	No data	No data	No data	No data
2023	$743,889	$784,776	$22,908,576	$-40,887
2022	$2,767,397	$2,107,088	$22,778,482	$660,309
2021	$12,577,044	$1,261,415	$12,702,470	$11,315,629
2020	$1,682,406	$290,038	$1,557,681	$1,392,368

SOUTHWEST IOWA NONPROFIT FOR COLLECTIVE IMPACT