IOWA CENTER LOAN FUND

EIN: 862366457 501(c)(3) Community Improvement

DES MOINES, IA

Total Revenue
$369,185
Total Expenses
$369,185
Total Assets
$2,064,442
Net Assets
N/A
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2021
Legal Domicile
IA
Principal Officer
ERIN STRAWN
Phone
5152830940
Tax Period
2024-07-01 to 2025-06-30

IOWA CENTER LOAN FUND, founded in 2021, is a small nonprofit in the Community Improvement sector that reported $369K in total revenue in fiscal year 2024. Revenue surged 264% from the prior year, signaling strong growth momentum.

Mission

THE MISSION OF THE IOWA CENTER LOAN FUND CDFI IS TO REDUCE PROVERTY AND INEQUALITY AND FURTHER COMMUNITY DEVELOPMENT BY PROVIDING ACCESS TO CAPITAL TO IOWANS STARTING OR EXPANDING A BUSINESS WHO DO NOT HAVE ACCESS TO TRADITIONAL FORMS OF FINANCIAL ASSISTANCE. THE LOAN FUND SERVES LOW-INCOME BUSINESS OWNERS, BUSINESS OWNERS WHO LIVE IN ECONOMICALLY DISTRESSED AREAS AND OTHERWISE DIVERSE OR HISTORICALLY-DISADVANTAGED BUSINESS OWNERS. THE LOAN FUND WILL PROVIDE RESPONSIBLE, AFFORDABLE LENDING TO EXPAND ECONOMIC OPPORTUNITY. IN ADDITION TO FINANCING, THE IOWA CENTER LOAN FUND PROVIDES APPLICANTS WITH TECHNICAL ASSISTANCE, CONNECTS CLIENTS WITH NECESSARY BUSINESS SERVICES AND OFFERS CREDIT COUNSELING TO IMPROVE CREDIT HISTORY.

Program Service Accomplishments

Program 1
Expenses: $369,185 Revenue: $69,376

THE ORGANIZATION PROVIDES NEW OR GROWING SMALL BUSINESSES WITH ACCESS TO CAPITAL. THE PROGRAM PROVIDES FIXED INTEREST RATE LOANS WITH UP TO 5-YEAR TERMS AND NO DOWN PAYMENTS REQUIRED.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $293,965
Program Service Revenue $69,376
Investment Income $5,844
Other Revenue $0
TOTAL REVENUE $369,185

Expense Breakdown

Grants Paid $0
Salaries & Benefits $194,149
Fundraising Expenses $0
Program Expenses $369,185
Other Expenses $175,036
TOTAL EXPENSES $369,185

Year-over-Year Comparison

2024 2023 Change
Revenue $369,185 $101,298 +2.6%
Expenses $369,185 $311,018 +0.2%
Net Income $0 $-209,720 -1.0%
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

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Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
4
Independent Members
4
Employees
18
Volunteers
4

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
7
$366,198
Total Directors
4
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
CODEL FRANKLIN CHAIR 0.25
Officer Director
$0 $0 $0
MLIVIC NERMA VICE CHAIR 0.25
Officer Director
$0 $0 $0
PHILLIPS MARK TREASURER 0.25
Officer Director
$0 $0 $0
RHONE JODI SECRETARY 0.25
Officer Director
$0 $0 $0
MILLIGAN MEGAN PRESIDENT 4.00
Officer
$0 $9,756 $147,256
WISKUS DONNELL VP OF FINANCE 15.00
Officer
$0 $5,505 $107,880
VENALES JOSE DIRECTOR OF CREDIT 15.00
Officer
$0 $9,334 $111,062
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 $369,185 $369,185 $2,064,442 No data
2024 $101,298 $311,018 $1,085,519 $-209,720
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