THE SPIRIT OF OKOBOJI (EIN 822954269) - 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

2017

Legal Domicile

Principal Officer

TIMOTHY A KINNETZ

Phone

7123204911

Tax Period

2024-01-01 to 2024-12-31

THE SPIRIT OF OKOBOJI, founded in 2017, is a community nonprofit in the Environment sector that reported $8.4M in total revenue in fiscal year 2024. Revenue surged 2704% from the prior year, signaling strong growth momentum. The organization ran a surplus of $8.0M, a strong 94% operating margin.

Mission

THE PRIMARY PURPOSE OF THE CORPORATION IS TO PROVIDE SUPPORT FOR CHARITABLE AND EDUCATIONAL CAUSES PRIMARILY, BUT NOT EXCLUSIVELY, IN THE STATE OF IOWA IN THE OKOBOJI 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 $8,368,116

Program Service Revenue $0

Investment Income $3,927

Other Revenue $53,000

TOTAL REVENUE $8,425,043

Expense Breakdown

Grants Paid $2,500

Salaries & Benefits $85

Fundraising Expenses $0

Program Expenses $471,246

Other Expenses $468,661

TOTAL EXPENSES $471,246

Year-over-Year Comparison

	2024	2023	Change
Revenue	$8,425,043	$300,451	+27.0%
Expenses	$471,246	$245,698	+0.9%
Net Income	$7,953,797	$54,753	+144.3%

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
TIMOTHY A KINNETZ	President	5.00	Officer Director	$0	$0	$0
MARY SKOPEC	Director	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	$8,425,043	$471,246	$9,139,755	$7,953,797
2023	$300,451	$245,698	$1,155,914	$54,753
2022	$832,945	$235,549	$1,098,129	$597,396
2021	$558,951	$71,875	$496,375	$487,076

THE SPIRIT OF OKOBOJI