SIOUXLAND COMMUNITY FOUNDATION (EIN 421323904) - 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

1987

Legal Domicile

Principal Officer

KATIE ROBERTS

Phone

7122933303

Tax Period

2024-01-01 to 2024-12-31

SIOUXLAND COMMUNITY FOUNDATION, founded in 1987, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $6.2M in total revenue in fiscal year 2024. Revenue surged 36% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.5M, a strong 40% operating margin.

Mission

THE SIOUXLAND COMMUNITY FOUNDATION IS A TRUSTED ORGANIZATION THAT CONNECTS PEOPLE WHO CARE WITH CAUSES THAT MATTER BY PROVIDING A MEANS TO RECEIVE GIFTS AND DISTRIBUTE GRANTS IN RESPONSE TO COMMUNITY NEEDS.

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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 $3,606,681

Program Service Revenue $0

Investment Income $2,520,847

Other Revenue $54,788

TOTAL REVENUE $6,182,316

Expense Breakdown

Grants Paid $3,051,810

Salaries & Benefits $307,826

Fundraising Expenses $46,016

Program Expenses $3,453,673

Other Expenses $370,088

TOTAL EXPENSES $3,729,724

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,182,316	$4,546,385	+0.4%
Expenses	$3,729,724	$5,013,806	-0.3%
Net Income	$2,452,592	$-467,421	-6.2%

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

Volunteers

329

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

$108,837

Total Directors

$108,837

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHYSTAL MOLLET	PRESIDENT	1.00	Officer Director	$0	$0	$0
LORI SHAFFER	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
ROBERT MEIS	TREASURER	1.00	Officer Director	$0	$0	$0
JONATHAN SMITH	SECRETARY	1.00	Officer Director	$0	$0	$0
DR PATRICK WALSH	PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
KELLY ECKHOFF	DIRECTOR	1.00	Director	$0	$0	$0
BETH GRIGSBY	DIRECTOR	1.00	Director	$0	$0	$0
JODI MILLER	DIRECTOR	1.00	Director	$0	$0	$0
KAREN VAN DE STEEG	DIRECTOR	1.00	Director	$0	$0	$0
KATIE ROBERTS	EXECUTIVE DIRECTOR	40.00	Officer Director	$100,642	$8,195	$108,837

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	$6,182,316	$3,729,724	$50,827,690	$2,452,592
2023	$4,546,385	$5,013,806	$46,308,469	$-467,421
2022	$6,628,636	$4,278,719	$42,901,751	$2,349,917
2021	$5,846,258	$2,902,001	$48,073,662	$2,944,257
2020	$11,101,743	$2,430,785	$42,345,352	$8,670,958
2019	$6,166,288	$2,280,561	$30,782,842	$3,885,727
2018	$4,235,093	$2,316,049	$23,284,190	$1,919,044

SIOUXLAND COMMUNITY FOUNDATION