Dakota Medical Foundation (EIN 456012318) - 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

1960

Legal Domicile

Principal Officer

J Patrick Traynor

Phone

7012710263

Tax Period

2023-10-01 to 2024-09-30

Dakota Medical Foundation, founded in 1960, is a community nonprofit in the Health Care sector that reported $7.3M in total revenue in fiscal year 2023. Revenue surged 39% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.2M, a strong 30% operating margin.

Mission

We lead initiatives to create a region of the healthiest people, build the fundraising success of charities, and invest in new ideas that create widespread health improvement.

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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 $3,706,739

Program Service Revenue $205,733

Investment Income $3,514,511

Other Revenue $-152,180

TOTAL REVENUE $7,274,803

Expense Breakdown

Grants Paid $2,495,292

Salaries & Benefits $1,060,686

Fundraising Expenses $0

Program Expenses $4,409,925

Other Expenses $1,544,225

TOTAL EXPENSES $5,100,203

Year-over-Year Comparison

	2023	2022	Change
Revenue	$7,274,803	$5,251,213	+0.4%
Expenses	$5,100,203	$4,919,172	+0.0%
Net Income	$2,174,600	$332,041	+5.5%

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

275

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	4.00	Officer Director	$0	$0	$0
Nola McNeally JD	Vice Chair	2.00	Officer Director	$0	$0	$0
Chris Kennelly	Secretary	3.00	Officer Director	$0	$0	$0
Eric Monson	Treasurer	2.00	Officer Director	$0	$0	$0
Susan Mathison MD	Director	2.00	Director	$0	$0	$0
David Akkerman MD	Director	2.00	Director	$0	$0	$0
Barbra Brookshire OD	Director	2.00	Director	$0	$0	$0
Julene Brown RN	Director	2.00	Director	$0	$0	$0
Jessica Kuhn CNP	Director	2.00	Director	$0	$0	$0
Kim Meyer	Director	2.00	Director	$0	$0	$0
Jennifer Thompson	Director	2.00	Director	$0	$0	$0
John Deutsch Pharm D	Director (Until 9/24)	2.00	Director	$0	$0	$0
Vanessa Coulter APRN CNP	Director (As of 5/24)	2.00	Director	$0	$0	$0
Amanda Thomas	Director (Until 1/24)	2.00	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	20.00	Officer	$67,767	$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	$7,274,803	$5,100,203	$63,404,681	$2,174,600
2023	$5,251,213	$4,919,172	$52,312,824	$332,041
2022	$15,266,373	$4,017,901	$52,060,248	$11,248,472
2021	$5,722,440	$5,044,958	$43,203,440	$677,482
2020	$5,058,353	$4,923,797	$31,417,771	$134,556
2019	$7,091,120	$4,673,015	$31,400,247	$2,418,105
2018	$3,755,584	$4,374,582	$28,935,480	$-618,998

Dakota Medical Foundation