SOUTH DAKOTA TRUST ASSOCIATION INC (EIN 472288561) - 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

2014

Legal Domicile

Principal Officer

MARY SCHAEFBAUER

Phone

6057430927

Tax Period

2024-01-01 to 2024-12-31

SOUTH DAKOTA TRUST ASSOCIATION INC, founded in 2014, is a small nonprofit in the Community Improvement sector that reported $201K in total revenue in fiscal year 2022. Revenue grew 11% year-over-year, indicating healthy expansion. The organization ran a surplus of $36K, a strong 18% operating margin.

Mission

THE CORPORATION'S MISSION IS TO PROMOTE, EDUCATE, AND SUPPORT PROFESSIONALS AND ORGANIZATIONS INVOLVED IN SOUTH DAKOTA'S TRUST AND ESTATE PLANNING INDUSTRY.

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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 $0

Program Service Revenue $201,262

Investment Income $5,202

Other Revenue $14,400

TOTAL REVENUE $220,864

Expense Breakdown

Grants Paid $16,000

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $194,502

TOTAL EXPENSES $210,502

Year-over-Year Comparison

	2024	2023	Change
Revenue	$220,864	$211,504	+0.0%
Expenses	$210,502	$237,658	-0.1%
Net Income	$10,362	$-26,154	-1.4%

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

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
MARY SCHAEFBAUER	PRESIDENT	5.00	Officer Director	$0	$0	$0
AUSTEN ERICKSON	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
AMY BOURNE	TREASURER	5.00	Officer Director	$0	$0	$0
ALEX KING	BOARD MEMBER	1.00	Director	$0	$0	$0
TANER DENHOED	BOARD MEMBER	1.00	Director	$0	$0	$0
KARL LUND	BOARD MEMBER	1.00	Director	$0	$0	$0
AMY BOZZELL	BOARD MEMBER BEG 01/24	1.00	Director	$0	$0	$0
JENNIFER BUNKERS	BOARD MEMBER BEG 01/24	1.00	Director	$0	$0	$0
NICOLE BYRUM	BOARD MEMBER BEG 01/24	1.00	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
2024	$220,864	$210,502	$240,208	$10,362
2023	$211,504	$237,658	$229,846	$-26,154
2022	$200,902	$165,307	$256,000	$35,595

SOUTH DAKOTA TRUST ASSOCIATION INC