Fort Dodge Community School District Foundation (EIN 421271458) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1985

Legal Domicile

Principal Officer

Tracy Hartley

Phone

5155760502

Tax Period

2023-07-01 to 2024-06-30

Fort Dodge Community School District Foundation, founded in 1985, is a small nonprofit in the Education sector that reported $170K in total revenue in fiscal year 2023. Revenue fell 65% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $48K, a strong 29% operating margin.

Mission

Raise funds to support area school district.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $71,531

Program Service Revenue $0

Investment Income $3,136

Other Revenue $95,025

TOTAL REVENUE $169,692

Expense Breakdown

Grants Paid $16,035

Salaries & Benefits $92,732

Fundraising Expenses $4,058

Program Expenses $16,035

Other Expenses $12,506

TOTAL EXPENSES $121,273

Year-over-Year Comparison

	2023	2022	Change
Revenue	$169,692	$487,946	-0.7%
Expenses	$121,273	$187,288	-0.4%
Net Income	$48,419	$300,658	-0.8%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Dan Scott	Director	1.00	Director	$0	$0	$0
Dr Zach Mason	Director	1.00	Director	$0	$0	$0
Tracy Hartley	Financial Manager	1.00	Key Emp	$0	$0	$0
Hope Brown	Director	1.00	Director	$0	$0	$0
John Daniel	Director	1.00	Director	$0	$0	$0
Holly McClintock	Director	1.00	Director	$0	$0	$0
Lindsey McKinney	Vice President	1.00	Officer Director	$0	$0	$0
Kyle Bartlett	Director	1.00	Director	$0	$0	$0
Joe Vonsak	President	1.00	Officer Director	$0	$0	$0
Amy Pingel	Director	1.00	Director	$0	$0	$0
Samuel Nik Moser	Director	N/A	Highest	$86,250	$0	$86,250
Rick Lamoureux	Director	1.00	Director	$0	$0	$0
Kelly Hinds	Director	1.00	Director	$0	$0	$0
Troy Schroeder	Director	1.00	Director	$0	$0	$0
Jennifer Pederson	Director	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
2025	No data	No data	No data	No data
2024	$169,692	$121,273	$2,123,111	$48,419
2023	$487,946	$187,288	$1,787,516	$300,658
2022	$215,842	$420,259	$1,486,858	$-204,417
2021	$628,302	$193,394	$1,691,275	$434,908
2020	$73,438	$186,578	$1,256,367	$-113,140
2019	$240,594	$182,468	$1,369,507	$58,126
2018	$240,563	$129,482	$1,311,381	$111,081

Fort Dodge Community School District Foundation