THE LAKOTA FUND INCORPORATED (EIN 460421416) - 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

1987

Legal Domicile

Principal Officer

TAWNEY BRUNSCH

Phone

6054552500

Tax Period

2024-01-01 to 2024-12-31

THE LAKOTA FUNDS INCORPORATED, founded in 1987, is a community nonprofit in the Community Improvement sector that reported $3.4M in total revenue in fiscal year 2018. Revenue surged 203% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.1M, a strong 61% operating margin.

Mission

TO PROMOTE ECONOMIC SUSTAINABILITY ON THE PINE RIDGE RESERVATION AND GEOGRAPHIC SERVICE AREA THROUGH BUSINESS LOANS,TECHNICAL ASSISTANCE AND WEALTH BUILDING EDUCATION FOR FAMILIES/BUSINESSES.

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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 (2024)

Revenue Breakdown

Contributions & Grants $10,316,479

Program Service Revenue $792,271

Investment Income $334,917

Other Revenue $63,894

TOTAL REVENUE $11,507,561

Expense Breakdown

Grants Paid $2,275,698

Salaries & Benefits $1,583,341

Fundraising Expenses $34,594

Program Expenses $6,191,552

Other Expenses $3,013,274

TOTAL EXPENSES $6,872,313

Year-over-Year Comparison

	2024	2023	Change
Revenue	$11,507,561	$6,200,914	+0.9%
Expenses	$6,872,313	$2,950,294	+1.3%
Net Income	$4,635,248	$3,250,620	+0.4%

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

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

$263,954

Total Directors

$20,100

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TAWNEY BRUNSCH	EXECUTIVE DI	45.00	Officer	$126,178	$16,375	$142,553
LAVONNE RANDALL	FINANCE DIRE	40.00	Officer	$97,719	$15,582	$113,301
WARREN CROSS	SECRETARY/TR	3.00	Officer Director	$3,400	$0	$3,400
CAROL FERGUSON	DIRECTOR	3.00	Director	$3,400	$0	$3,400
MARLA THUNDER BULL	DIRECTOR	3.00	Director	$3,100	$0	$3,100
ANDREA EAGLE BULL	VICE CHAIR	3.00	Officer Director	$2,900	$0	$2,900
DONALEE FISCHER	DIRECTOR	3.00	Director	$2,900	$0	$2,900
KEVIN YELLOWBIRD STEELE	DIRECTOR	3.00	Director	$2,600	$0	$2,600
ELSIE MEEKS	BOARD CHAIRM	3.00	Officer Director	$1,800	$0	$1,800

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	$11,507,561	$6,872,313	$26,760,118	$4,635,248
2023	$6,200,914	$2,950,294	$22,342,828	$3,250,620
2022	$1,806,150	$1,824,701	$17,693,947	$-18,551
2021	$4,059,450	$1,190,765	$17,004,625	$2,868,685
2020	$4,173,691	$1,480,002	$12,818,913	$2,693,689
2019	$1,169,241	$1,307,747	$8,035,187	$-138,506
2018	$3,445,557	$1,344,002	$8,281,447	$2,101,555

THE LAKOTA FUND INCORPORATED