DAKOTA RESOURCES (EIN 460442430) - 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

1996

Legal Domicile

Principal Officer

JOE BARTMANN

Phone

6059782804

Tax Period

2024-01-01 to 2024-12-31

DAKOTA RESOURCES, founded in 1996, is a community nonprofit in the Religion sector that reported $3.3M in total revenue in fiscal year 2018. The organization ran a surplus of $1.2M, a strong 37% operating margin.

Mission

CONNECTING CAPACITY AND CAPITAL TO EMPOWER RURAL COMMUNITIES.

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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 $2,280,042

Program Service Revenue $2,367,557

Investment Income $296,654

Other Revenue $1,500

TOTAL REVENUE $4,945,753

Expense Breakdown

Grants Paid $3,040

Salaries & Benefits $1,326,048

Fundraising Expenses $10,939

Program Expenses $2,412,576

Other Expenses $1,701,358

TOTAL EXPENSES $3,030,446

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,945,753	$3,906,257	+0.3%
Expenses	$3,030,446	$2,880,749	+0.1%
Net Income	$1,915,307	$1,025,508	+0.9%

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

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

$330,682

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARK LITTON	CHAIR	2.00	Officer Director	$0	$0	$0
HEIDI ZELLER-CRAWFORD	VICE CHAIR	1.00	Officer Director	$0	$0	$0
JUSTIN GRAY	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
CALEB FINCK	BOARD MEMBER	0.50	Director	$0	$0	$0
GARRETT SCHWEITZER	BOARD MEMBER	0.50	Director	$0	$0	$0
JACQSON COLLINS	BOARD MEMBER	0.50	Director	$0	$0	$0
LISA CARRICO	BOARD MEMBER	0.50	Director	$0	$0	$0
CONNIE HALVERSON	BOARD MEMBER	0.50	Director	$0	$0	$0
PATRI ACEVEDO FUENTES	BOARD MEMBER	0.50	Director	$0	$0	$0
LINDA SALMONSON	BOARD MEMBER	0.50	Director	$0	$0	$0
RYAN MULDER	BOARD MEMBER	0.50	Director	$0	$0	$0
SKYA DUCHENEAUX	BOARD MEMBER	0.50	Director	$0	$0	$0
LYNN KENDALL	BOARD MEMBER	0.50	Director	$0	$0	$0
BRYAN BREITLING	BOARD MEMBER	0.50	Director	$0	$0	$0
TANYA OLSON	BOARD MEMBER	0.50	Director	$0	$0	$0
ERICA STONE	BOARD MEMBER (NOV-DEC)	0.50	Director	$0	$0	$0
JOE BARTMANN	PRESIDENT	40.00	Officer	$191,022	$12,734	$203,756
LORA WADKINS	DIRECTOR OF COMPLIANCE, CONTROLLER	40.00	Officer	$106,406	$20,520	$126,926
KRISTI WAGNER - DIRECTOR OF	ORGANIZATION RELATIONSHIPS & COMMUNITY COACH	40.00	Highest	$136,116	$25,766	$161,882

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	$4,945,753	$3,030,446	$41,469,725	$1,915,307
2023	$3,906,257	$2,880,749	$37,820,783	$1,025,508
2022	$2,438,799	$2,494,618	$32,660,027	$-55,819
2021	$4,179,502	$2,317,820	$30,186,336	$1,861,682
2020	$4,259,846	$2,278,921	$27,726,406	$1,980,925
2019	$3,661,518	$2,463,420	$29,953,385	$1,198,098
2018	$3,326,438	$2,109,954	$22,378,540	$1,216,484

DAKOTA RESOURCES