MISSOURI BANKERS FOUNDATION INC (EIN 431407894) - 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

JACKSON HATAWAY

Phone

5736368151

Tax Period

2024-01-01 to 2024-12-31

MISSOURI BANKERS FOUNDATION INC, founded in 1985, is a micro nonprofit in the Education sector that reported $93K in total revenue in fiscal year 2024. Revenue fell 41% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $50K, a strong 54% operating margin.

Mission

TO AWARD SCHOLARSHIPS TO STUDENTS PURSUING ACADEMIC COURSES IN BANKING. TO PROVIDE FUNDS FOR EDUCATIONAL SEMINARS.

🔒

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 (2024)

Revenue Breakdown

Contributions & Grants $36,657

Program Service Revenue $0

Investment Income $42,738

Other Revenue $13,314

TOTAL REVENUE $92,709

Expense Breakdown

Grants Paid $17,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $22,022

Other Expenses $25,566

TOTAL EXPENSES $43,066

Year-over-Year Comparison

	2024	2023	Change
Revenue	$92,709	$156,278	-0.4%
Expenses	$43,066	$34,930	+0.2%
Net Income	$49,643	$121,348	-0.6%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JACKSON HATAWAY	MEMBER	1.00	Director	$0	$0	$0
PEE WEE BARTELS	MEMBER	1.00	Director	$0	$0	$0
CHRIS HARLIN	VICE CHAIRMAN	1.00	Officer Director	$0	$0	$0
JR BUCKNER	MEMBER	1.00	Director	$0	$0	$0
DERON BURR	MEMBER	1.00	Director	$0	$0	$0
JOHN EVERETT	MEMBER	1.00	Director	$0	$0	$0
MATTHEW T SEBASTIAN	CHAIRMAN	1.00	Officer Director	$0	$0	$0
DOUG FISH	MEMBER	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	$92,709	$43,066	$1,378,598	$49,643
2023	$156,278	$34,930	$1,262,162	$121,348
2022	$282,976	$44,600	$1,133,679	$238,376
2021	$58,224	$36,535	$901,466	$21,689
2020	$66,501	$35,326	$881,034	$31,175
2019	$79,578	$42,131	$851,828	$37,447
2018	$78,379	$39,924	$812,287	$38,455

MISSOURI BANKERS FOUNDATION INC