WARTBURG LUTHERAN HOME FOR THE AGING INC (EIN 111631836) - 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

1984

Legal Domicile

Principal Officer

LARAINE FELLEGARA

Phone

9143656365

Tax Period

2024-01-01 to 2024-12-31

WARTBURG LUTHERAN HOME FOR THE AGING INC, founded in 1984, is a small nonprofit that reported $361K in total revenue in fiscal year 2024. Expenses of $332K left a modest 8% surplus.

Mission

MANAGES SENIOR HOUSING PROGRAM

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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 $14,711

Program Service Revenue $346,336

Investment Income $7

Other Revenue $0

TOTAL REVENUE $361,054

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $332,000

Other Expenses $332,000

TOTAL EXPENSES $332,000

Year-over-Year Comparison

	2024	2023	Change
Revenue	$361,054	$344,552	+0.0%
Expenses	$332,000	$329,288	+0.0%
Net Income	$29,054	$15,264	+0.9%

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

$755,689

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PETER MAZER	BOARD MEMBER	1.00	Director	$0	$0	$0
REV ALFRED THIAGARAJAN	BOARD MEMBER	1.00	Director	$0	$0	$0
JIM REGAN	BOARD MEMBER	1.00	Director	$0	$0	$0
JUDITH BENKE	BOARD MEMBER	1.00	Director	$0	$0	$0
BILL TEATOR	BOARD MEMBER	1.00	Director	$0	$0	$0
LARAINE FELLEGARA	CEO	1.00	Officer	$0	$57,200	$577,929
KATHLEEN MCEVOY	DIRECTOR OF FINANCE	1.00	Officer	$0	$26,974	$177,760

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	$361,054	$332,000	$1,111,754	$29,054
2023	$344,552	$329,288	$1,095,072	$15,264
2022	$335,605	$330,983	$1,090,023	$4,622
2021	$310,563	$323,244	$1,103,154	$-12,681
2020	$314,006	$296,325	$1,092,602	$17,681
2019	$313,671	$283,841	$1,045,794	$29,830
2018	$344,115	$256,141	$857,418	$87,974

WARTBURG LUTHERAN HOME FOR THE AGING INC