DICKINSON AREA COMMUNITY FOUNDATION (EIN 383218990) - 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

1994

Legal Domicile

Principal Officer

MATTHEW LUTZ

Phone

9067743131

Tax Period

2024-01-01 to 2024-12-31

DICKINSON AREA COMMUNITY FOUNDATION, founded in 1994, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.5M in total revenue in fiscal year 2024. Revenue surged 115% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.6M, a strong 62% operating margin.

Mission

TO ENHANCE AND STRENGTHEN OUR COMMUNITIES NOW AND FOR GENERATIONS TO COME.

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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 $771,574

Program Service Revenue $0

Investment Income $1,705,543

Other Revenue $46,811

TOTAL REVENUE $2,523,928

Expense Breakdown

Grants Paid $606,641

Salaries & Benefits $150,986

Fundraising Expenses $56,944

Program Expenses $725,063

Other Expenses $207,761

TOTAL EXPENSES $965,388

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,523,928	$1,172,760	+1.2%
Expenses	$965,388	$845,044	+0.1%
Net Income	$1,558,540	$327,716	+3.8%

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

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

$72,120

Total Directors

$72,120

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TAMARA JUUL	EXECUTIVE DIRECTOR	29.00	Officer Director	$72,120	$0	$72,120
JEFF SMITH	PRESIDENT	1.00	Officer Director	$0	$0	$0
JACOB LYNCH	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
MATT LUTZ	TREASURER	1.00	Officer Director	$0	$0	$0
CINDY GUSTAFSON	SECRETARY	1.00	Officer Director	$0	$0	$0
MIKE ROELL	TRUSTEE	1.00	Director	$0	$0	$0
FAITH PETERSON	TRUSTEE	1.00	Director	$0	$0	$0
KAYE MIZINIAK	TRUSTEE	1.00	Director	$0	$0	$0
DAN SURFACE	TRUSTEE	1.00	Director	$0	$0	$0
PHILIP HEFNER-GARDIEPY	TRUSTEE	1.00	Director	$0	$0	$0
JODY CHRISTY	TRUSTEE	1.00	Director	$0	$0	$0
BROCK WALLIS	TRUSTEE	1.00	Director	$0	$0	$0
MEGAN EASTERLING	TRUSTEE	1.00	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
2024	$2,523,928	$965,388	$16,075,938	$1,558,540
2023	$1,172,760	$846,140	$14,816,945	$326,620
2022	$917,328	$775,294	$13,122,756	$142,034
2021	$35,000	$39,150	$13,964,695	$-4,150
2021	$897,796	$722,165	$15,439,714	$175,631
2020	$1,319,570	$699,228	$13,968,845	$620,342
2018	$2,260,661	$727,010	$11,342,252	$1,533,651

DICKINSON AREA COMMUNITY FOUNDATION