Lutheran Home at Trinity Oaks Property Inc (EIN 201457796) - 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

2004

Legal Domicile

Phone

7046372870

Tax Period

2023-10-01 to 2024-09-30

Lutheran Home at Trinity Oaks Property Inc, founded in 2004, is a small nonprofit that reported $780K in total revenue in fiscal year 2023. The organization ran a surplus of $128K, a strong 16% operating margin.

Mission

EMPOWERED BY CHRIST, WE WALK TOGETHER WITH ALL WE SERVE.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $653,600

Investment Income $126,163

Other Revenue $0

TOTAL REVENUE $779,763

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $639,158

Other Expenses $652,125

TOTAL EXPENSES $652,125

Year-over-Year Comparison

	2023	2022	Change
Revenue	$779,763	$752,601	+0.0%
Expenses	$652,125	$451,494	+0.4%
Net Income	$127,638	$301,107	-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

$825,640

Total Directors

$429,211

Key Employees

$295,440

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Ted Goins	President/CEO	1.0	Officer Director	$0	$13,158	$429,211
Cary M Grant	Vice Chair	1.0	Director	$0	$0	$0
Gregory Hudgins	Chair	1.0	Director	$0	$0	$0
Karen Maddry	Secretary	1.0	Officer	$0	$10,047	$94,526
Kirby Nickerson	Chief Financial Officer	1.0	Officer	$0	$15,848	$301,903
Kesha Smith	Chief Operating Officer	1.0	Key Emp	$0	$14,715	$295,440
William Johnson	Executive Director	1.0	Highest	$0	$9,273	$221,570

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	$779,763	$652,125	$11,830,090	$127,638
2023	$752,601	$451,494	$10,924,888	$301,107
2022	$755,239	$405,418	$10,298,885	$349,821
2021	$870,126	$379,620	$10,974,132	$490,506
2020	$877,715	$340,658	$9,852,298	$537,057
2019	$659,956	$238,809	$7,931,206	$421,147
2018	$500,822	$242,512	$6,942,652	$258,310

Lutheran Home at Trinity Oaks Property Inc