ANTIOCH II FOUNDATION 1045002191 (EIN 208185576) - 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

2006

Legal Domicile

Principal Officer

TRUST POINT INC

Phone

6087821148

Tax Period

2023-01-01 to 2023-12-31

ANTIOCH II FOUNDATION 1045002191, founded in 2006, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $89K in total revenue in fiscal year 2023. Revenue surged 77% from the prior year, signaling strong growth momentum. Expenses of $111K exceeded revenue, resulting in a 25% operating deficit.

Mission

TO SERVE AS A SUPPORTING ORGANIZATION BENEFITING WISCONSIN EVANGELICAL LUTHERAN SYNOD (WELS), MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH, AND THE AMERICAN RED CROSS.

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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 $0

Investment Income $89,124

Other Revenue $0

TOTAL REVENUE $89,124

Expense Breakdown

Grants Paid $101,650

Salaries & Benefits $7,366

Fundraising Expenses $0

Program Expenses $101,650

Other Expenses $2,000

TOTAL EXPENSES $111,016

Year-over-Year Comparison

	2023	2022	Change
Revenue	$89,124	$50,461	+0.8%
Expenses	$111,016	$128,817	-0.1%
Net Income	$-21,892	$-78,356	-0.7%

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
KURT LUENENBERG	TRUSTEE	1.0	Director	$0	$0	$0
VICKY KUNZ	TRUSTEE	1.0	Director	$0	$0	$0
PASTOR NATHAN STRUTZ	TRUSTEE	1.0	Director	$0	$0	$0
RICHARD GURGEL	TRUSTEE	1.0	Director	$0	$0	$0
TRUST POINT INC	TRUSTEE	1.0		$7,366	$0	$7,366

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	No data	No data	No data	No data
2023	$89,124	$111,016	$1,517,688	$-21,892
2022	$50,461	$128,817	$1,544,080	$-78,356
2021	$156,874	$119,631	$1,625,759	$37,243
2020	$50,911	$129,118	$1,588,726	$-78,207
2019	$68,688	$167,803	$1,666,390	$-99,115
2018	$122,884	$226,022	$1,765,061	$-103,138

ANTIOCH II FOUNDATION 1045002191