LUTHERAN SENIORLIFE (EIN 251527666) - 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

1986

Legal Domicile

Principal Officer

DAVID J FENOGLIETTO

Phone

7247422246

Tax Period

2023-07-01 to 2024-06-30

LUTHERAN SENIORLIFE, founded in 1986, is a mid-sized nonprofit in the Health Care sector that reported $14.6M in total revenue in fiscal year 2023. Expenses of $12.9M left a modest 12% surplus.

Mission

SUPPORT AND MANAGEMENT OF RELATED TAX EXEMPT ORGANIZATIONS

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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 $17,097

Program Service Revenue $14,023,917

Investment Income $339,855

Other Revenue $242,665

TOTAL REVENUE $14,623,534

Expense Breakdown

Grants Paid $0

Salaries & Benefits $9,281,558

Fundraising Expenses $487,227

Program Expenses $4,241,344

Other Expenses $3,652,211

TOTAL EXPENSES $12,933,769

Year-over-Year Comparison

	2023	2022	Change
Revenue	$14,623,534	$15,106,256	0.0%
Expenses	$12,933,769	$11,583,061	+0.1%
Net Income	$1,689,765	$3,523,195	-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

162

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

$933,259

Total Directors

$464,231

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID J FENOGLIETTO	CHIEF EXECUTIVE OFFICER	40.00	Officer Director	$406,921	$57,310	$464,231
CHRISTOPHER JORDHEIM	TREASURER	1.00	Officer Director	$0	$0	$0
ERIC D KOFMEHL PHD	DIRECTOR	1.00	Director	$0	$0	$0
REV ANGELA SMITH	SECRETARY	1.00	Officer Director	$0	$0	$0
REV ROBERT ZIMMERMAN	DIRECTOR	1.00	Director	$0	$0	$0
CHAD ZUTTER PHD	DIRECTOR	1.00	Director	$0	$0	$0
DR SCOTT CELIN	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL SPARLIN	DIRECTOR	1.00	Director	$0	$0	$0
JOHN MILLER	CHAIR	1.00	Officer Director	$0	$0	$0
JESSICA HRABOVSKY	DIRECTOR	1.00	Director	$0	$0	$0
MELVA FAIR	DIRECTOR	1.00	Director	$0	$0	$0
REV KARI SMAIL	DIRECTOR	1.00	Director	$0	$0	$0
REV KIMBERLY VAN DRIEL	DIRECTOR	1.00	Director	$0	$0	$0
DR KEN HUBER	DIRECTOR	1.00	Director	$0	$0	$0
REV RONALD BROWN	DIRECTOR	1.00	Director	$0	$0	$0
JEANNETTE CHRISTENSEN	DIRECTOR	1.00	Director	$0	$0	$0
MARILYN LANDIS	VICE CHAIR	1.00	Officer Director	$0	$0	$0
DON STOEBE	DIRECTOR	1.00	Director	$0	$0	$0
SCOTT GETTINGS	DIRECTOR - RESIGNED 3.2024	1.00	Director	$0	$0	$0
JEFFREY L CARRAWAY	CFO	40.00	Officer	$230,416	$37,289	$267,705
CHARLES E LAMB	VP QUALITY AND TECHNOLOGY	40.00	Officer	$169,555	$31,768	$201,323
LAURA ROY	EXECUTIVE DIRECTOR	40.00	Highest	$200,835	$24,365	$225,200
MARJORIE K WALSH	EXECUTIVE DIRECTOR	40.00	Highest	$198,328	$15,974	$214,302
JANE ELLYN BITTCHER	VP FOUNDATION	40.00	Highest	$160,050	$20,604	$180,654
LESLIE KISOW	EXECUTIVE DIRECTOR	40.00	Highest	$159,879	$14,174	$174,053
SAMANTHA RAPUK	EXECUTIVE DIRECTOR	40.00	Highest	$156,058	$30,510	$186,568

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	No data	No data	No data	No data
2024	$14,623,534	$12,933,769	$46,682,281	$1,689,765
2023	$15,106,256	$11,583,061	$54,927,291	$3,523,195
2022	$10,265,392	$11,534,982	$51,881,721	$-1,269,590
2021	$17,940,062	$11,699,928	$55,877,970	$6,240,134
2020	$12,529,253	$11,115,100	$46,979,111	$1,414,153
2019	$12,211,998	$10,568,449	$45,667,708	$1,643,549
2018	$10,947,577	$10,604,486	$29,049,181	$343,091

LUTHERAN SENIORLIFE