MANKATO ENDOWMENT ASSOCIATION INC (EIN 480697426) - 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

1968

Legal Domicile

Phone

7853783006

Tax Period

2024-01-01 to 2024-12-31

MANKATO ENDOWMENT ASSOCIATION INC, founded in 1968, is a micro nonprofit that reported $61K in total revenue in fiscal year 2024. Expenses of $80K exceeded revenue, resulting in a 30% operating deficit.

Mission

SCHOLARSHIPS AND COMMUNITY HELP

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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 $29,856

Program Service Revenue $0

Investment Income $31,501

Other Revenue $0

TOTAL REVENUE $61,357

Expense Breakdown

Grants Paid $78,939

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $80,027

Other Expenses $1,088

TOTAL EXPENSES $80,027

Year-over-Year Comparison

	2024	2023	Change
Revenue	$61,357	$58,104	+0.1%
Expenses	$80,027	$71,243	+0.1%
Net Income	$-18,670	$-13,139	+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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JASON ORTMAN	TRUSTEE	0.00	Director	$0	$0	$0
BRIAN R SHULDA	TRUSTEE	0.00	Director	$0	$0	$0
AUTUMN LOOMIS	SECRETARYTREASURER	5.00	Officer	$0	$0	$0
CHRISTINA JEFFERY	PRESIDENT	0.00	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
2024	$61,357	$80,027	$863,294	$-18,670
2023	$58,104	$71,243	$872,218	$-13,139
2022	$109,406	$98,474	$825,201	$10,932
2021	$54,033	$91,300	$907,922	$-37,267
2020	$56,078	$61,574	$870,130	$-5,496
2019	$55,451	$58,231	$836,370	$-2,780
2018	$97,588	$71,542	$816,194	$26,046

MANKATO ENDOWMENT ASSOCIATION INC