4030 FOUNDATION (EIN 814103788) - 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

2016

Legal Domicile

Principal Officer

LUKE C SERCK

Phone

6056609661

Tax Period

2019-01-01 to 2019-12-31

4030 FOUNDATION, founded in 2016, is a small nonprofit in the Recreation & Sports sector that reported $134K in total revenue in fiscal year 2018. Revenue decreased 10% compared to the prior year. The organization ran a surplus of $89K, a strong 66% operating margin.

Mission

ADVANCING PUBLIC INTEREST IN HEALTH AND WELLNESS RECREATION IN YANKTON AND ITS SURROUNDING COMMUNITIES. THE ORGANIZATION STRIVES TO ENCOURAGE THE DEVELOPMENT OF HEALTHY LIFESTYLES AND PROVIDES OPPORTUNITIES FOR ALL AGES AND ENCOURAGES A LIFETIME OF ATHLETIC INVOLVEMENT.

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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 (2019)

Revenue Breakdown

Contributions & Grants $64,514

Program Service Revenue $0

Investment Income $10,725

Other Revenue $2,944

TOTAL REVENUE $78,183

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $39,930

Other Expenses $39,930

TOTAL EXPENSES $39,930

Year-over-Year Comparison

	2019	2018	Change
Revenue	$78,183	$134,457	-0.4%
Expenses	$39,930	$45,690	-0.1%
Net Income	$38,253	$88,767	-0.6%

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
RYAN J GARRY	TREASURER/SE	0.25	Officer Director	$0	$0	$0
JESSE L KAMPSHOFF	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
LUKE C SERCK	PRESIDENT	3.00	Officer 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
2019	$78,183	$39,930	$381,048	$38,253
2018	$134,457	$45,690	$683,922	$88,767

4030 FOUNDATION