LUTHERAN LIFE COMMUNITIES (EIN 208549333) - 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

2008

Legal Domicile

Principal Officer

SLOAN BENTLEY

Phone

8477543610

Tax Period

2024-07-01 to 2025-06-30

LUTHERAN LIFE COMMUNITIES, founded in 2008, is a community nonprofit in the Human Services sector that reported $5.8M in total revenue in fiscal year 2024. Revenue decreased 6% compared to the prior year. Expenses of $5.0M left a modest 14% surplus.

Mission

THE PRESIDENT AND CEO IS PROVIDED WITH A HOUSING ALLOWANCE WHICH TOTALED $42,000 FOR CALENDAR YEAR 2024, AND WAS INCLUDED WITHIN TAXABLE COMPENSATION.

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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 $0

Program Service Revenue $5,470,177

Investment Income $281,726

Other Revenue $0

TOTAL REVENUE $5,751,903

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,402,725

Fundraising Expenses $0

Program Expenses $4,419,480

Other Expenses $1,553,784

TOTAL EXPENSES $4,956,509

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,751,903	$6,138,229	-0.1%
Expenses	$4,956,509	$8,836,694	-0.4%
Net Income	$795,394	$-2,698,465	-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

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

$2,200,937

Total Directors

$1,276,288

Key Employees

$1,238,250

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHAEL RENETZKY	CHAIR	0.33	Officer Director	$0	$0	$0
MSLOAN BENTLEY	PRESIDENT & CEO-VICE CHAIR	13.50	Officer Director	$733,721	$16,211	$749,932
AMY LACROIX	SECRETARY & COO	17.50	Officer Director	$512,312	$14,044	$526,356
ABDULLAH SHAKOOR	CHIEF LEGAL OFFICER	37.50	Officer	$501,824	$10,687	$512,511
DANIEL NOONAN	CFO	37.50	Officer	$406,368	$5,770	$412,138
HUI MENG	VICE PRESIDENT, ACCOUNTING	37.50	Key Emp	$223,307	$4,254	$227,561
JOSEPH ANDERSON	PRESIDENT OF THE FOUNDATIO	18.75	Key Emp	$249,400	$230	$249,630
TERRI BLACK	VP, FINANCIAL OPERATIONS	37.50	Key Emp	$178,185	$12,645	$190,830
JENNIFER L DARNELL	VICE PRESIDENT, HEALTHCARE	37.50	Key Emp	$180,881	$9,300	$190,181
JOSEPH D CALABRESE	VP, INFORMATION TECHNOLOGY	37.50	Key Emp	$196,921	$4,282	$201,203
ANEL KULASIC	VP, PLANT OPERATIONS	37.50	Key Emp	$178,828	$17	$178,845
ROBERT JOUBERT	DIRECTOR OF PROCUREMENT	37.50	Highest	$167,702	$3,570	$171,272
JENNIFER BESSLER	DIRECTOR OF CLINICAL INFORMATICS	37.50	Highest	$105,648	$10,194	$115,842
LORI SMITH	FORMER COO	37.50		$195,000	$0	$195,000

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
2025	$5,751,903	$4,956,509	$14,007,823	$795,394
2024	$6,138,229	$8,836,694	$13,536,177	$-2,698,465
2023	$4,665,087	$11,134,892	$13,950,332	$-6,469,805
2022	$8,009,757	$10,410,708	$20,305,663	$-2,400,951
2021	$7,299,733	$8,939,661	$23,381,340	$-1,639,928
2020	$6,803,816	$8,494,456	$27,408,370	$-1,690,640
2019	$6,894,576	$8,232,111	$12,063,315	$-1,337,535
2018	$7,016,792	$7,843,558	$12,264,254	$-826,766

LUTHERAN LIFE COMMUNITIES