LUTHERAN FAMILY SERVICES OF NE INC (EIN 237267972) - 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

1971

Legal Domicile

Principal Officer

CHRISTOPHER TONNIGES

Phone

4029785649

Tax Period

2023-01-01 to 2023-12-31

LUTHERAN FAMILY SERVICES OF NE INC, founded in 1971, is a mid-sized nonprofit in the Human Services sector that reported $37.4M in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $32.2M left a modest 14% surplus.

Mission

OFFERING SERVICES IN HEALTH AND WELLNESS, AS WELL AS CHILDREN, REFUGEE AND IMMIGRATION SERVICES.

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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 $30,870,965

Program Service Revenue $6,120,690

Investment Income $34,960

Other Revenue $406,749

TOTAL REVENUE $37,433,364

Expense Breakdown

Grants Paid $2,762,371

Salaries & Benefits $21,456,806

Fundraising Expenses $1,683,490

Program Expenses $24,824,726

Other Expenses $7,948,995

TOTAL EXPENSES $32,168,172

Year-over-Year Comparison

	2023	2022	Change
Revenue	$37,433,364	$34,427,234	+0.1%
Expenses	$32,168,172	$32,900,743	0.0%
Net Income	$5,265,192	$1,526,491	+2.4%

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

495

Volunteers

675

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

$553,352

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRENDA SMITH	CHAIR	2.00	Officer Director	$0	$0	$0
MIRANDA WATSON	VICE CHAIR	1.00	Officer Director	$0	$0	$0
ANDREA ADAMS	TREASURER	2.00	Officer Director	$0	$0	$0
DAVID ANDERSON JR	BOARD MEMBER	1.00	Director	$0	$0	$0
CALLI HITE	BOARD MEMBER	1.00	Director	$0	$0	$0
THAD CALL	BOARD MEMBER	1.00	Director	$0	$0	$0
TERESA ANDERSON	BOARD MEMBER	1.00	Director	$0	$0	$0
MARY ANN BORGESON	BOARD MEMBER	1.00	Director	$0	$0	$0
DR MARK FOXALL	BOARD MEMBER	1.00	Director	$0	$0	$0
TIFFANY HENN	BOARD MEMBER	1.00	Director	$0	$0	$0
KERRY KERNEN	BOARD MEMBER	1.00	Director	$0	$0	$0
MEGAN REAY	BOARD MEMBER	1.00	Director	$0	$0	$0
CHRISTOPHER TONNIGES	PRESIDENT & CEO	42.00	Officer	$302,647	$50,592	$353,239
AMY CAROLUS	CFO	45.00	Officer	$195,647	$4,466	$200,113
HEATHER WIESE	VP INTEGRATED HEALTH STRATEGY & OPS	40.00	Highest	$177,283	$8,118	$185,401
CORY RABE	NURSE PRACTIONER	40.00	Highest	$154,749	$34,663	$189,412
MOSAH GOODMAN	COO - LEGAL COUNSEL	45.00	Highest	$190,658	$45,889	$236,547
JEFFREY BARNHART	CDO	40.00	Highest	$143,818	$723	$144,541

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	$37,433,364	$32,168,172	$37,256,647	$5,265,192
2022	$34,427,234	$32,900,743	$29,617,893	$1,526,491
2021	$32,438,407	$24,307,100	$16,776,324	$8,131,307
2020	$26,295,043	$24,018,964	$12,509,010	$2,276,079
2019	$22,834,825	$22,065,116	$7,850,533	$769,709
2018	$21,000,944	$21,074,324	$7,335,338	$-73,380

LUTHERAN FAMILY SERVICES OF NE INC