SBCA FOUNDATION AND ENDOWMENT (EIN 392038888) - 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

2001

Legal Domicile

Principal Officer

JESS LOHSE

Phone

6082744849

Tax Period

2023-01-01 to 2023-12-31

SBCA FOUNDATION AND ENDOWMENT, founded in 2001, is a community nonprofit in the Science & Technology sector that reported $2.4M in total revenue in fiscal year 2023. Revenue surged 335% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.3M, a strong 95% operating margin.

Mission

GIVING BACK TO OUR COMMUNITY THROUGH PHILANTHROPIC AVENUES TO IMPROVE HOUSING-RELATED OPPORTUNITIES FOR THE DISADVANTAGED.

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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 (2023)

Revenue Breakdown

Contributions & Grants $2,373,966

Program Service Revenue $0

Investment Income $21,257

Other Revenue $0

TOTAL REVENUE $2,395,223

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $116,674

TOTAL EXPENSES $116,674

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,395,223	$550,108	+3.4%
Expenses	$116,674	$6,098	+18.1%
Net Income	$2,278,549	$544,010	+3.2%

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

$400,506

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GENE FROGALE	TRUSTEE	1.00	Officer Director	$0	$0	$0
JEFF TAAKE	PRESIDENT	1.00	Officer Director	$0	$0	$0
LARRY G DIX II	TREASURER	1.00	Officer Director	$0	$0	$0
JACK DERMER	TRUSTEE	1.00	Officer Director	$0	$0	$0
ROGER HELGESON	TRUSTEE	1.00	Director	$0	$0	$0
BJ LOUWS	SECRETARY	1.00	Director	$0	$0	$0
BARRY DIXON	TRUSTEE	1.00	Director	$0	$0	$0
JOSEPH D HIKEL	TRUSTEE	1.00	Director	$0	$0	$0
NORM MCKENNA	TRUSTEE	1.00	Director	$0	$0	$0
RACHEL SEWARD	TRUSTEE	1.00	Director	$0	$0	$0
DON GROOM	TRUSTEE	1.00	Director	$0	$0	$0
JESS LOHSE	EXECUTIVE DIRECTOR	5.00	Officer	$0	$30,849	$305,205
JENNIFER GUSTAFSON	CONTROLLER	5.00	Officer	$0	$18,309	$95,301

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	No data	No data	No data	No data
2023	$2,395,223	$116,674	$2,863,323	$2,278,549
2022	$550,108	$6,098	$558,781	$544,010

SBCA FOUNDATION AND ENDOWMENT