LUTHER FOUNDATION OF SOUTHERN CHESTER COUNTY (EIN 233024268) - 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

1999

Legal Domicile

Principal Officer

STEPHEN C BOSSONG

Phone

6108694240

Tax Period

2024-01-01 to 2024-12-31

LUTHER FOUNDATION OF SOUTHERN CHESTER COUNTY, founded in 1999, is a small nonprofit in the Housing & Shelter sector that reported $234K in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion. The organization ran a surplus of $90K, a strong 38% operating margin.

Mission

TO PROVIDE HOUSING FOR THE ELDERLY.

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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 $100

Program Service Revenue $160,326

Investment Income $73,995

Other Revenue $0

TOTAL REVENUE $234,421

Expense Breakdown

Grants Paid $105,358

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $138,071

Other Expenses $38,994

TOTAL EXPENSES $144,352

Year-over-Year Comparison

	2024	2023	Change
Revenue	$234,421	$213,900	+0.1%
Expenses	$144,352	$102,094	+0.4%
Net Income	$90,069	$111,806	-0.2%

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
STEPHEN C BOSSONG	PRESIDENT	1.00	Officer Director	$0	$0	$0
DIANE CHUN	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
ERIC HEISS	TREASURER	1.00	Officer Director	$0	$0	$0
JAY LISKA	SECRETARY	1.00	Officer Director	$0	$0	$0
PATRICIA BERKWITS	BOARD MEMBER	1.00	Director	$0	$0	$0
BOB JOHNSON	BOARD MEMBER	1.00	Director	$0	$0	$0
LOU MINELLA	BOARD MEMBER	1.00	Director	$0	$0	$0
RICHARD STREAMER	BOARD MEMBER	1.00	Director	$0	$0	$0

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	$234,421	$144,352	$1,763,019	$90,069
2023	$213,900	$102,094	$1,672,950	$111,806
2022	$227,128	$85,376	$1,561,144	$141,752
2021	$238,986	$250,248	$1,419,392	$-11,262
2020	$236,434	$91,461	$1,430,654	$144,973
2019	$231,543	$57,610	$1,285,681	$173,933
2018	$205,261	$96,285	$1,111,748	$108,976

LUTHER FOUNDATION OF SOUTHERN CHESTER COUNTY