FIRST LUTHERAN CHURCH FOUNDATION (EIN 237031377) - 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

1968

Legal Domicile

Principal Officer

SINDY KELLER

Phone

7012357389

Tax Period

2024-07-01 to 2025-06-30

FIRST LUTHERAN CHURCH FOUNDATION, founded in 1968, is a small nonprofit that reported $470K in total revenue in fiscal year 2024. Revenue surged 79% from the prior year, signaling strong growth momentum. The organization ran a surplus of $112K, a strong 24% operating margin.

Mission

TO EXPAND THE WITNESS AND MISSION OF THE FIRST LUTHERAN CHURCH IN THE COMMUNITY, REGION AND WORLD.

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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 $100,896

Program Service Revenue $0

Investment Income $368,837

Other Revenue $0

TOTAL REVENUE $469,733

Expense Breakdown

Grants Paid $314,751

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $314,751

Other Expenses $42,500

TOTAL EXPENSES $357,251

Year-over-Year Comparison

	2024	2023	Change
Revenue	$469,733	$262,571	+0.8%
Expenses	$357,251	$321,813	+0.1%
Net Income	$112,482	$-59,242	-2.9%

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
JILL INMAN	DIRECTOR	1.00	Director	$0	$0	$0
WAYNE DYBING	DIRECTOR	1.00	Director	$0	$0	$0
MARYANN PHILLIPS	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
CHARLIE JORGENSEN	DIRECTOR	1.00	Director	$0	$0	$0
KEN RETZER	DIRECTOR	1.00	Director	$0	$0	$0
DAVID TIBBALS	DIRECTOR	1.00	Director	$0	$0	$0
SINDY KELLER	PRESIDENT	1.00	Officer Director	$0	$0	$0
CHARLES SWANSON	DIRECTOR	1.00	Director	$0	$0	$0
ALYSON BJORNSTAD	DIRECTOR	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
2025	$469,733	$357,251	$6,601,783	$112,482
2024	$262,571	$321,813	$6,174,471	$-59,242
2023	$465,295	$291,680	$5,602,896	$173,615
2022	$399,243	$332,693	$5,379,319	$66,550
2021	$1,894,409	$204,101	$6,330,767	$1,690,308
2020	$217,262	$181,956	$3,944,704	$35,306
2019	$403,100	$165,190	$3,812,206	$237,910

FIRST LUTHERAN CHURCH FOUNDATION