LUTHERAN KNOLLS WEST INC (EIN 232705321) - 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

1992

Legal Domicile

Principal Officer

JOSEPH REGAN

Phone

6104975220

Tax Period

2024-07-01 to 2025-06-30

LUTHERAN KNOLLS WEST INC, founded in 1992, is a small nonprofit in the Housing & Shelter sector that reported $677K in total revenue in fiscal year 2024. Expenses of $771K exceeded revenue, resulting in a 14% operating deficit.

Mission

PROVIDE HOUSING TO FINANCIALLY DISADVANTAGED ELDERLY AND/OR PERSONS WITH DISABILITIES RECEIVING HUD RENT SUBSIDY ASSISTANCE.

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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 $347,649

Program Service Revenue $328,318

Investment Income $61

Other Revenue $1,203

TOTAL REVENUE $677,231

Expense Breakdown

Grants Paid $0

Salaries & Benefits $212,533

Fundraising Expenses $0

Program Expenses $585,579

Other Expenses $558,763

TOTAL EXPENSES $771,296

Year-over-Year Comparison

	2024	2023	Change
Revenue	$677,231	$662,372	+0.0%
Expenses	$771,296	$724,037	+0.1%
Net Income	$-94,065	$-61,665	+0.5%

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

$97,782

Total Directors

$20,200

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOSEPH REGAN	PRESIDENT	2.00	Officer Director	$0	$0	$0
WILLIAM MANSI	FRMR PRES -	2.00	Officer Director	$0	$0	$0
TOM LOREFICE	TREASURER	2.00	Officer Director	$5,050	$0	$20,200
NANCY KARAFEL	DIRECTOR	1.00	Director	$0	$0	$0
CRAIG GARDNER	DIRECTOR	1.00	Director	$0	$0	$0
LISA TIFFANY	DIRECTOR	1.00	Director	$0	$0	$0
BETTY MOOR	DIRECTOR	1.00	Director	$0	$0	$0
FRANCIS BAYLIS	DIRECTOR	1.00	Director	$0	$0	$0
NICK GALLOGLY	DIRECTOR	1.00	Director	$0	$0	$0
SUZANNE GETTINGS	EXECUTIVE DI	10.00	Officer	$20,947	$0	$77,582

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	$677,231	$771,296	$1,641,696	$-94,065
2024	$662,372	$724,037	$1,746,242	$-61,665
2023	$657,228	$704,597	$1,795,256	$-47,369
2022	$635,279	$709,550	$1,841,926	$-74,271
2021	$627,740	$721,751	$1,914,377	$-94,011
2020	$562,902	$672,447	$2,016,400	$-109,545
2019	$555,790	$696,472	$2,118,823	$-140,682

LUTHERAN KNOLLS WEST INC