SIOUX CITY LEWIS & CLARK ASSOCIATION (EIN 020572681) - 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

2002

Legal Domicile

Principal Officer

BRUCE KOLBE

Phone

7122245242

Tax Period

2021-07-01 to 2022-06-30

SIOUX CITY LEWIS & CLARK ASSOCIATION, founded in 2002, is a small nonprofit in the Arts, Culture & Humanities sector that reported $254K in total revenue in fiscal year 2021. Revenue grew 12% year-over-year, indicating healthy expansion. The organization ran a surplus of $231K, a strong 91% operating margin.

Mission

TO PROVIDE FUTURE FUNDING TO THE SIOUX CITY LEWIS AND CLARK INTERPRETIVE CENTER MUSEUM IN SIOUX CITY, 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 (2021)

Revenue Breakdown

Contributions & Grants $14,720

Program Service Revenue $0

Investment Income $238,490

Other Revenue $711

TOTAL REVENUE $253,921

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $23,042

Other Expenses $23,042

TOTAL EXPENSES $23,042

Year-over-Year Comparison

	2021	2020	Change
Revenue	$253,921	$227,708	+0.1%
Expenses	$23,042	$22,008	+0.0%
Net Income	$230,879	$205,700	+0.1%

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
BRUCE KOLBE	TREASURER	2.00	Officer Director	$0	$0	$0
BRUCE MILLER	SECRETARY	2.00	Officer Director	$0	$0	$0
MARK MONSON	PRESIDENT	2.00	Officer Director	$0	$0	$0
RON FRENCH	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
TASHA BARKER	DIRECTOR	2.00	Director	$0	$0	$0
REX TOWNS	DIRECTOR	2.00	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
2022	$253,921	$23,042	$3,475,934	$230,879
2021	$227,708	$22,008	$4,002,960	$205,700
2020	$113,002	$18,728	$3,057,015	$94,274
2019	$155,199	$18,520	$3,001,451	$136,679
2018	$181,265	$18,433	$2,882,936	$162,832

SIOUX CITY LEWIS & CLARK ASSOCIATION