LUTHERAN SENIORLIFE FOUNDATION

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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

DAVID J RENOGLIETTO

Phone

7247422246

Tax Period

2022-07-01 to 2023-06-30

LUTHERAN SENIORLIFE FOUNDATION, founded in 1992, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.1M in total revenue in fiscal year 2022. Revenue surged 37% from the prior year, signaling strong growth momentum. The organization ran a surplus of $339K, a strong 32% operating margin.

Mission

THE LUTHERAN SENIORLIFE FOUNDATION FACILITATES CHARITABLE GIVING FROM DONORS - INDIVIDUALS, CHURCHES, EMPLOYEES, FOUNDATIONS AND CORPORATIONS - DEDICATED TO SUPPORTING OUR BENEVOLENT CARE, SENIOR COMMUNITIES, AND PROGRAMS AND SERVICES FOR ELDERS.

Program Service Accomplishments

Program 1

Expenses: $272,953 Revenue: $509,701

LUTHERAN SENIORLIFE FOUNDATION IS A 501(C)(3) CHARITABLE ORGANIZATION THAT PROMOTES THE CHARITABLE INTERESTS OF LUTHERAN SENIOR LIFE, ST. JOHN SPECIALTY CARE CENTER, PASSAVANT RETIREMENT COMMUNITY...

LUTHERAN SENIORLIFE FOUNDATION IS A 501(C)(3) CHARITABLE ORGANIZATION THAT PROMOTES THE CHARITABLE INTERESTS OF LUTHERAN SENIOR LIFE, ST. JOHN SPECIALTY CARE CENTER, PASSAVANT RETIREMENT COMMUNITY AND OTHER AFFILIATED ORGANIZATIONS DESCRIBED BY SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE FOUNDATION WAS FOUNDED IN SEPTEMBER 1992. THE FOUNDATION ACTS PRIMARILY TO:1. SOLICIT AND RECEIVE CONTRIBUTIONS FROM ALL SOURCES, WHETHER FOR UNRESTRICTED OR RESTRICTED PURPOSES; 2. PROVIDE OVERSIGHT AND STWEARDSHIP OF CONTRIBUTED FUNDS;3. MANAGE THE POOLING AND DISBURSEMENT OF FUNDS FOR INVESTMENT PURPOSES; AND4. PROVIDE FUNDS TO FURTHER THE MISSION OF AFFILIATED ORGANIZATIONS TO SERVE ELDERS, INTENDING THAT THE RECIPIENTS OF THE SERVICES WILL EXPERIENCE A MORE ABUNDANT LIFE REGARDLESS OF THEIR PHYSICAL CONDITION OR FINANCIAL CIRCUMSTANCES. IN THE YEAR ENDED JUNE 30, 2023, GIFTS AND BEQUESTS TOTALED $379,872. UNRESTRICTED CONTRIBUTIONS EQUALED $88,059.INVESTMENTS HELD AS OF JUNE 30, 2023 CONSIST OF CASH EQUIVALENTS AND SECURITIES VALUED AT $4,583,280 AND A REAL ESTATE INVESTMENT OF LAND RECORDED AT $367,620.LUTHERAN SENIORLIFE FOUNDATION IS REGISTERED AS A CHARITABLE ORGANIZATION WITH THE PENNSYLVANIA DEPARTMENT OF STATE'S BUREAU OF CHARITABLE 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 (2022)

Revenue Breakdown

Contributions & Grants $428,548

Program Service Revenue $509,701

Investment Income $166,351

Other Revenue $-46,997

TOTAL REVENUE $1,057,603

Expense Breakdown

Grants Paid $0

Salaries & Benefits $357,110

Fundraising Expenses $256,283

Program Expenses $272,953

Other Expenses $361,708

TOTAL EXPENSES $718,818

Year-over-Year Comparison

	2022	2021	Change
Revenue	$1,057,603	$770,826	+0.4%
Expenses	$718,818	$658,564	+0.1%
Net Income	$338,785	$112,262	+2.0%

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

$674,427

Total Directors

$418,740

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KURT HERBST	DIRECTOR	1.00	Director	$0	$0	$0
REV MICHAEL SOURWINE	CHAIR	1.00	Officer Director	$0	$0	$0
KENNETH E LEWIS	DIRECTOR	1.00	Director	$0	$0	$0
LANCE WHITEMAN	DIRECTOR	1.00	Director	$0	$0	$0
LAURA KEUCHLER	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL SPARLIN	VICE CHAIRMAN	1.00	Officer Director	$0	$0	$0
DAVID J FENOGLIETTO	DIRECTOR/CEO	1.00	Officer Director	$0	$39,302	$418,740
PATRICK KING	DIRECTOR	1.00	Director	$0	$0	$0
REV DAN SMAIL	SECRETARY	1.00	Officer Director	$0	$0	$0
MARY JEANNE KROB	DIRECTOR	1.00	Director	$0	$0	$0
SUZANNE NEWPHER	DIRECTOR	1.00	Director	$0	$0	$0
CLAUDINE MATTHEWS JORDHEIM	DIRECTOR	1.00	Director	$0	$0	$0
BENJAMIN JAMIESON	DIRECTOR	1.00	Director	$0	$0	$0
JEFFREY L CARRAWAY	TREASURER	1.00	Officer	$0	$32,825	$255,687

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	No data	No data	No data	No data
2023	$1,057,603	$718,818	$7,464,934	$338,785
2022	$770,826	$658,564	$6,579,450	$112,262
2021	$860,189	$623,181	$7,211,286	$237,008
2020	$785,327	$1,538,201	$5,784,277	$-752,874
2019	$796,236	$848,980	$6,471,069	$-52,744
2018	$793,341	$1,280,163	$6,479,067	$-486,822