SOUTH DAKOTA BANKERS FOUNDATION (EIN 460372887) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1982

Legal Domicile

Principal Officer

HALLEY LEE

Phone

6052241653

Tax Period

2023-07-01 to 2024-06-30

SOUTH DAKOTA BANKERS FOUNDATION, founded in 1982, is a micro nonprofit that reported $95K in total revenue in fiscal year 2018. Revenue decreased 11% compared to the prior year. Expenses of $118K exceeded revenue, resulting in a 24% operating deficit.

Mission

TO PROMOTE BANKING AT A HIGHER LEARNING IN SOUTH DAKOTA.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $94,142

Other Revenue $0

TOTAL REVENUE $94,142

Expense Breakdown

Grants Paid $92,490

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $92,490

Other Expenses $4,020

TOTAL EXPENSES $96,510

Year-over-Year Comparison

	2023	2022	Change
Revenue	$94,142	$69,573	+0.4%
Expenses	$96,510	$2,870	+32.6%
Net Income	$-2,368	$66,703	-1.0%

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

N/A

Volunteers

N/A

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
KARLTON ADAM	DIRECTOR	1.00	Director	$0	$0	$0
DAVID BANGASSER	DIRECTOR	1.00	Director	$0	$0	$0
JODY BENDER	DIRECTOR	1.00	Director	$0	$0	$0
LIZA CLARK	DIRECTOR	1.00	Director	$0	$0	$0
PAUL DOMKE	DIRECTOR	1.00	Director	$0	$0	$0
HALLEY LEE	EXEC. DIRECT	1.00	Officer Director	$0	$0	$0
DR TIMOTHY O'KEEFE	DIRECTOR	1.00	Director	$0	$0	$0
DAVE ROZENBOOM	DIRECTOR	1.00	Director	$0	$0	$0
TINA VANCAMP	CHAIR	1.00	Officer 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	$94,142	$96,510	$3,283,583	$-2,368
2023	$69,573	$2,870	$3,004,000	$66,703
2022	$133,494	$87,264	$2,719,898	$46,230
2021	$170,940	$49,070	$3,182,009	$121,870
2020	$91,136	$120,221	$2,487,279	$-29,085
2019	$94,894	$117,626	$2,587,943	$-22,732

SOUTH DAKOTA BANKERS FOUNDATION