BEducationEIN: 420680372

Upper Iowa University

Fayette, Iowa

CHealth Score
42C

Financial Health Score

9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.

Below Average

How This Organization Compares

Compared to 73 peers in Education with $10M-$100M revenue

Working Capital Ratio (net assets ÷ expenses)

This Org0.40×
Peer Median9.48×
💰
$53.9M
Total Revenue
📊
$63.7M
Total Expenses
🏦
$25.4M
Net Assets
📋
$83.4M
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-10.7%
Year-over-year change (2022 → 2023)
Net Margin
-18.2%
Revenue minus expenses as % of revenue
Working Capital Ratio
0.40
Net assets divided by total expenses
Liabilities-to-Assets
76.7%
Total liabilities as % of total assets

Filing History

12 filings on record
YearRevenueExpensesAssets
2023$53,872,40811%$63,666,1242%$108,758,7793%
2022$60,335,9216%$64,641,5871%$112,257,1294%
2021$64,089,5934%$65,279,9048%$117,313,0023%
2020$66,646,6443%$70,994,941$114,220,7266%
2019$68,550,6591%$70,721,5901%$121,095,8762%
2018$67,898,65720%$70,300,1551%$124,013,8902%
2017$56,593,81823%$69,798,3854%$126,047,4037%
2016$73,505,2214%$72,976,928$135,359,4001%
2015$76,273,42611%$73,128,0236%$136,319,7043%
2014$68,572,39110%$69,018,2341%$131,934,4781%
2013$62,103,0192%$69,895,7539%$132,822,87910%
2012$63,688,131$63,882,393$120,902,704

Frequently Asked Questions

What does Upper Iowa University do?

Upper Iowa University is a education nonprofit organization based in Iowa. It is classified under NTEE code B42Z and is registered as a 501(c) tax-exempt organization with the IRS.

Is Upper Iowa University financially healthy?

Based on our 9-metric Financial Health Score model, Upper Iowa University has a score of 42/100 (Grade: C). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.

How much revenue does Upper Iowa University generate?

Upper Iowa University reports $48.4M in annual revenue and holds $110.7M in total assets, based on IRS filings.

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