Dakota Medical Charities (EIN 450368679) - 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

1982

Legal Domicile

Principal Officer

J Patrick Traynor

Phone

7012710263

Tax Period

2023-10-01 to 2024-09-30

Dakota Medical Charities, founded in 1982, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $3.7M in total revenue in fiscal year 2023. Expenses of $5.4M exceeded revenue, resulting in a 46% operating deficit.

Mission

Carry out the charitable health related purposes of Dakota Medical Foundation.

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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 $0

Program Service Revenue $36,233

Investment Income $3,656,800

Other Revenue $0

TOTAL REVENUE $3,693,033

Expense Breakdown

Grants Paid $2,115,060

Salaries & Benefits $1,859,747

Fundraising Expenses $0

Program Expenses $4,801,790

Other Expenses $1,424,406

TOTAL EXPENSES $5,399,213

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,693,033	$3,717,977	0.0%
Expenses	$5,399,213	$3,861,374	+0.4%
Net Income	$-1,706,180	$-143,397	+10.9%

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

245

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

$847,523

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Rob Lauf DDS	Chair	2.00	Officer Director	$0	$0	$0
Nola McNeally JD	Vice Chair	1.00	Officer Director	$0	$0	$0
Chris Kennelly	Secretary	1.00	Officer Director	$0	$0	$0
Eric Monson	Treasurer	1.00	Officer Director	$0	$0	$0
Susan Mathison MD	Director	1.00	Director	$0	$0	$0
David Akkerman MD	Director	1.00	Director	$0	$0	$0
Barbra Brookshire OD	Director	1.00	Director	$0	$0	$0
Julene Brown RN	Director	1.00	Director	$0	$0	$0
Jessica Kuhn CNP	Director	1.00	Director	$0	$0	$0
Kim Meyer	Director	1.00	Director	$0	$0	$0
Jennifer Thompson	Director	1.00	Director	$0	$0	$0
John Deutsch Pharm D	Director	1.00	Director	$0	$0	$0
Vanessa Coulter APRN CNP	Director (As of 5/24)	1.00	Director	$0	$0	$0
Amanda Thomas	Director (Until 1/24)	1.00	Director	$0	$0	$0
J Patrick Traynor	Executive Director	20.00	Officer	$241,062	$88,592	$570,716
Michael Schumacher	CFO (Until 4/24)/CIO(As of 4/24)	20.00	Officer	$158,120	$50,920	$276,807
Damon Gleave	CFO (As of 5/24)	20.00	Officer	$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	$3,693,033	$5,399,213	$88,007,312	$-1,706,180
2023	$3,717,977	$3,861,374	$79,621,913	$-143,397
2022	$7,834,745	$4,853,110	$75,876,524	$2,981,635
2021	$5,927,412	$4,163,450	$89,730,178	$1,763,962
2020	$3,853,049	$3,441,568	$81,107,368	$411,481
2019	$4,165,518	$3,440,405	$78,784,307	$725,113
2018	$4,063,648	$3,188,782	$79,374,284	$874,866

Dakota Medical Charities