LUTHERAN ELDERHOOD FOUNDATION (EIN 202734166) - 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

2005

Legal Domicile

Principal Officer

JAMES L BOWERSOX

Phone

4408710090

Tax Period

2021-01-01 to 2021-12-31

LUTHERAN ELDERHOOD FOUNDATION, founded in 2005, is a micro nonprofit that reported $99K in total revenue in fiscal year 2021. Revenue surged 354% from the prior year, signaling strong growth momentum. The organization ran a surplus of $49K, a strong 50% operating margin.

Mission

THE LUTHERAN ELDERHOOD FOUNDATION SUPPORTS THE ACTIVITIES OF RELATED 501(C)3 ORGANIZATIONS THROUGH FUNDRAISING AND FUND MANAGEMENT.

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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 (2021)

Revenue Breakdown

Contributions & Grants $99,791

Program Service Revenue $0

Investment Income $0

Other Revenue $-524

TOTAL REVENUE $99,267

Expense Breakdown

Grants Paid $11,805

Salaries & Benefits $6,466

Fundraising Expenses $13,118

Program Expenses $11,805

Other Expenses $31,735

TOTAL EXPENSES $50,006

Year-over-Year Comparison

	2021	2020	Change
Revenue	$99,267	$21,873	+3.5%
Expenses	$50,006	N/A	N/A
Net Income	$49,261	$21,873	+1.3%

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

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

$1,869,701

Total Directors

$1,670,450

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SCOTT M MCQUINN	CEO/PRESIDENT/VICE-CHAIRPERSON	0.00	Officer Director	$0	$233,164	$971,397
JAMES L BOWERSOX	CFO/SECRETARY/TREASURER	0.10	Officer Director	$0	$181,094	$699,053
THOMAS W KAHLE	CHAIRPERSON	0.20	Director	$0	$0	$0
REV RONALD YOUNG	TRUSTEE (ENDED 2/4/2021)	0.10	Director	$0	$0	$0
ROBERT IZO	TRUSTEE	0.10	Director	$0	$0	$0
GREG STOVER	TRUSTEE	0.10	Director	$0	$0	$0
LARRY BRUESHABER	TRUSTEE	0.10	Director	$0	$0	$0
DAN MCMANUS	EXECUTIVE DIRECTOR	6.80	Officer	$0	$55,262	$199,251
CHARLES RINNE	CEO (FORMER)	0.00		$0	$0	$192,614
CAROLYN NYIKES	CFO (FORMER)	0.00		$0	$8,980	$135,745

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
2021	$99,267	$50,006	No data	$49,261
2020	$21,873	No data	$88,591	No data

LUTHERAN ELDERHOOD FOUNDATION