CARING HEARTS OF WEST CENTRAL 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

2021

Legal Domicile

Principal Officer

JOELLEN BUERCKLEY

Phone

7127752726

Tax Period

2024-07-01 to 2025-06-30

CARING HEARTS OF WEST CENTRAL IOWA, founded in 2021, is a community nonprofit in the Human Services sector that reported $5.0M in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion.

Mission

TO ENHANCE THE QUALITY OF LIFE OF INDIVIDUALS WITH DISABILITIES IN PARTNERSHIP WITH FAMILIES AND COMMUNITIES.

Program Service Accomplishments

Program 1

Expenses: $4,231,932 Revenue: $5,018,556

PROVIDE DISABILITY SERVICES TO INDIVIDUALS ON THE INTELLECTUAL DISABILITY, BRAIN INJURY, HEALTH DISABILITY, PHYSICAL DISABILITY WAIVERS AS WELL AS HABILITATION WAIVER.

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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 (2024)

Revenue Breakdown

Contributions & Grants $11,076

Program Service Revenue $5,018,556

Investment Income $-8,317

Other Revenue $6,263

TOTAL REVENUE $5,027,578

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,179,561

Fundraising Expenses $21,795

Program Expenses $4,231,932

Other Expenses $2,781,307

TOTAL EXPENSES $4,960,868

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,027,578	$4,624,062	+0.1%
Expenses	$4,960,868	$4,325,588	+0.1%
Net Income	$66,710	$298,474	-0.8%

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

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

$148,244

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ERIC WOLLESON	PRESIDENT	1.00	Officer Director	$0	$0	$0
DOUG BASS	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
SHAWNA MCGOWIN	TREASURER	1.00	Officer Director	$0	$0	$0
SUE BEHRENS	SECRETARY	1.00	Officer Director	$0	$0	$0
CORY HEIMAN	DIRECTOR	1.00	Director	$0	$0	$0
AARON KOOIKER	DIRECTOR	1.00	Director	$0	$0	$0
JOELLEN BUERCKLEY	EXECUTIVE DIRECTOR	40.00	Officer	$127,033	$21,211	$148,244

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	$5,027,578	$4,960,868	$1,678,350	$66,710
2024	$4,624,062	$4,325,588	$1,147,119	$298,474
2023	$3,162,263	$3,262,503	$67,215	$-100,240
2022	$2,369,444	$2,216,544	$153,311	$152,900