MOKAN CONFERENCE ASSOCIATION INC (EIN 204220842) - 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

2006

Legal Domicile

Principal Officer

ERIC STOFER

Phone

7852323444

Tax Period

2024-02-01 to 2025-01-31

MOKAN CONFERENCE ASSOCIATION INC, founded in 2006, is a small nonprofit in the Community Improvement sector that reported $247K in total revenue in fiscal year 2024. Revenue decreased 6% compared to the prior year.

Mission

THE ORGANIZATION DEVOTES 100% OF ITS EFFORTS TO THE PLANNING, ORGANIZING AND HOLDING AN ANNUAL EDUCATIONAL CONFERENCE FOR TRUST PROFESSIONALS.

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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 $0

Program Service Revenue $246,919

Investment Income $0

Other Revenue $0

TOTAL REVENUE $246,919

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $251,771

TOTAL EXPENSES $251,771

Year-over-Year Comparison

	2024	2023	Change
Revenue	$246,919	$264,054	-0.1%
Expenses	$251,771	$295,604	-0.1%
Net Income	$-4,852	$-31,550	-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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID GOHN	MBA CHAIR	1.00	Director	$0	$0	$0
GENE DIKEMAN	KBA CHAIR	1.00	Director	$0	$0	$0
TASHA BUCHER	DIRECTOR	1.00	Director	$0	$0	$0
LORI BONE	DIRECTOR	1.00	Director	$0	$0	$0
MARK KENNEDY	DIRECTOR	1.00	Director	$0	$0	$0
JEREMY MANSUR	DIRECTOR	1.00	Director	$0	$0	$0
KATHY TAYLOR	DIRECTOR	1.00	Director	$0	$0	$0
KEITH THORNBURG	DIRECTOR	1.00	Director	$0	$0	$0
SHEILA HESTER MO	DIRECTOR	1.00	Director	$0	$0	$0
DIANNE K ODER	DIRECTOR	1.00	Director	$0	$0	$0
DOUG WAREHAM	CO-PRESIDENT	1.00	Officer Director	$0	$0	$0
JACKSON HATAWAY	CO-PRESIDENT	1.00	Officer 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
2025	$246,919	$251,771	$5,918	$-4,852
2024	$264,054	$295,604	$10,770	$-31,550
2023	$252,459	$252,956	$42,320	$-497
2020	$286,987	$283,260	$39,420	$3,727
2019	$305,090	$320,062	$35,693	$-14,972

MOKAN CONFERENCE ASSOCIATION INC