NORTH DAKOTA TELEPHONE COMPANY RETIREE (EIN 208091823) - 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

RODNEY HOFFMEYER

Phone

7016621100

Tax Period

2024-01-01 to 2024-12-31

NORTH DAKOTA TELEPHONE COMPANY RETIREE, founded in 2006, is a small nonprofit in the Mutual Benefit sector that reported $172K in total revenue in fiscal year 2024. The organization ran a surplus of $67K, a strong 39% operating margin.

Mission

TO PROVIDE RETIREE HEALTH BENEFITS TO QUALIFIED PARTICIPANTS AND THEIR BENEFICIARIES IN THE AMOUNTS AND UNDER THE CONDITIONS AS SPECIFIED IN THE PLAN OF BENEFITS AND IN ACCORDANCE WITH APPLICABLE LAW.

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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 $0

Investment Income $171,593

Other Revenue $0

TOTAL REVENUE $171,593

Expense Breakdown

Grants Paid $0

Salaries & Benefits $17,705

Fundraising Expenses $0

Other Expenses $1,672

TOTAL EXPENSES $104,444

Year-over-Year Comparison

	2024	2023	Change
Revenue	$171,593	$-12,317	-14.9%
Expenses	$104,444	$102,715	+0.0%
Net Income	$67,149	$-115,032	-1.6%

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
RODNEY HOFFMEYER	TRUSTEE	1.0	Director	$0	$0	$0
BILL LACHOWITZER	TRUSTEE	1.0	Director	$0	$0	$0
ALERUS FINANCIAL	TRUSTEE	1.0		$17,705	$0	$17,705

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
2024	$171,593	$104,444	$1,955,108	$67,149
2023	$-12,317	$102,715	$1,888,127	$-115,032
2022	$15,437	$111,291	$2,003,773	$-95,854
2021	$483,116	$130,258	$2,099,627	$352,858
2020	$174,735	$131,384	$1,746,769	$43,351

NORTH DAKOTA TELEPHONE COMPANY RETIREE