THE DEVILS LAKE AREA FOUNDATION (EIN 466040496) - 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

1975

Legal Domicile

Principal Officer

STEPHANIE SHOCK

Phone

7016625547

Tax Period

2024-12-01 to 2025-11-30

THE DEVILS LAKE AREA FOUNDATION, founded in 1975, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $750K in total revenue in fiscal year 2024. Revenue surged 97% from the prior year, signaling strong growth momentum. The organization ran a surplus of $475K, a strong 63% operating margin.

Mission

DISTRIBUTE INCOME EARNED ON THE ORGANIZATIONS ASSETS TO CHARITABLE ORGANIZATIONS IN THE DEVILS LAKE, ND AREA.

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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 (2024)

Revenue Breakdown

Contributions & Grants $314,124

Program Service Revenue $0

Investment Income $426,722

Other Revenue $9,078

TOTAL REVENUE $749,924

Expense Breakdown

Grants Paid $194,740

Salaries & Benefits $0

Fundraising Expenses $12,030

Program Expenses $194,740

Other Expenses $79,839

TOTAL EXPENSES $274,579

Year-over-Year Comparison

	2024	2023	Change
Revenue	$749,924	$381,206	+1.0%
Expenses	$274,579	$257,622	+0.1%
Net Income	$475,345	$123,584	+2.8%

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

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
JOE VETSCH	DIRECTOR	0.10	Director	$0	$0	$0
RYAN YODER	DIRECTOR	0.10	Director	$0	$0	$0
LORI PANKRATZ	DIRECTOR	0.10	Director	$0	$0	$0
KATHY THIESSEN	DIRECTOR	0.10	Director	$0	$0	$0
RUTH MCBRIDE	DIRECTOR	0.10	Director	$0	$0	$0
STACEY HEGGEN	CHAIRMAN	0.10	Director	$0	$0	$0
CHRISTY REMMICK	DIRECTOR	0.10	Director	$0	$0	$0
N/A	TRUSTEE	5.00		$67,809	$0	$67,809
STEPHANIE SHOCK	EXECUTIVE SECRETARY	1.00	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
2025	$749,924	$274,579	$12,237,953	$475,345
2024	$381,206	$257,622	$11,332,991	$123,584
2023	$327,747	$238,247	$9,951,918	$89,500
2022	$381,678	$174,653	$9,788,326	$207,025
2021	$546,247	$159,494	$10,731,616	$386,753

THE DEVILS LAKE AREA FOUNDATION