THE TATANKA FUNDS INCORPORATED (EIN 472197004) - 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

2020

Legal Domicile

Principal Officer

SHERE PLANK

Phone

6058568400

Tax Period

2023-10-01 to 2024-09-30

THE TATANKA FUNDS INCORPORATED, founded in 2020, is a small nonprofit in the Community Improvement sector that reported $284K in total revenue in fiscal year 2020. The organization ran a surplus of $207K, a strong 73% operating margin.

Mission

AS LAKOTA, WE BELIEVE WE ARE ALL RELATED AND IT IS OUR DUTY TO CREATE A BETTER WORLD FOR FUTURE GENERATIONS. AT TATANKA FUNDS WE DO THIS BY EMPOWERING PEOPLE THROUGH PERSONAL FINANCE, BUSINESS ENTREPRENEURSHIP, AND HOME OWNERSHIP.

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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 $374,933

Program Service Revenue $0

Investment Income $743

Other Revenue $21,030

TOTAL REVENUE $396,706

Expense Breakdown

Grants Paid $25,125

Salaries & Benefits $494,682

Fundraising Expenses $0

Program Expenses $369,158

Other Expenses $96,857

TOTAL EXPENSES $616,664

Year-over-Year Comparison

	2023	2022	Change
Revenue	$396,706	$202,709	+1.0%
Expenses	$616,664	$329,233	+0.9%
Net Income	$-219,958	$-126,524	+0.7%

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

$69,954

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHERE PLANK	PRESIDENT/INTERIM EXECUTIVE DIRECTOR	1.00	Officer Director	$0	$0	$0
WAYNE FREDERICK	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JUEL BURNETTE	SECRETARY	1.00	Officer Director	$0	$0	$0
CLAY COLOMBE	TREASURER	1.00	Officer Director	$0	$0	$0
DAVID MURRAY	DIRECTOR	1.00	Director	$0	$0	$0
MAUREECE HEINERT	DIRECTOR	1.00	Director	$0	$0	$0
SKYA DUCHNEAUX	DIRECTOR	1.00	Director	$0	$0	$0
BRITNEY HISELEY	EXECUTIVE DIRECTOR (THRU JULY 24)	40.00	Officer	$60,000	$9,954	$69,954

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	$396,706	$616,664	$743,673	$-219,958
2023	$202,709	$329,233	$399,577	$-126,524
2022	$205,148	$188,063	$267,979	$17,085
2021	$101,437	$154,517	$251,817	$-53,080
2020	$284,068	$77,175	$317,993	$206,893

THE TATANKA FUNDS INCORPORATED