NATIONAL LUTHERAN HOME FOR THE AGED INC (EIN 262222476) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2008

Legal Domicile

Principal Officer

CYNTHIA WALTERS

Phone

3013542710

Tax Period

2024-01-01 to 2024-12-31

NATIONAL LUTHERAN HOME FOR THE AGED INC, founded in 2008, is a community nonprofit in the Housing & Shelter sector that reported $1.4M in total revenue in fiscal year 2024. Revenue surged 79% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.2M, a strong 84% operating margin.

Mission

TO SERVE AS A SUPPORTING ORGANIZATION TO NATIONAL LUTHERAN COMMUNITIES & SERVICES.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $1,392,890

Other Revenue $0

TOTAL REVENUE $1,392,890

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $227,904

TOTAL EXPENSES $227,904

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,392,890	$777,806	+0.8%
Expenses	$227,904	$85,388	+1.7%
Net Income	$1,164,986	$692,418	+0.7%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$737,607

Total Directors

$497,990

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN E HANDLEY	CHAIR	1.00	Officer Director	$0	$0	$0
SUSAN DAILEY	VICE CHAIR	1.00	Officer Director	$0	$0	$0
CORNELL P ABOD	TREASURER/SECRETARY	1.00	Officer Director	$0	$0	$0
DR RACHEL CARLSON	BOARD MEMBER	1.00	Director	$0	$0	$0
TOM WHITEFORD	BOARD MEMBER	1.00	Director	$0	$0	$0
REV DEBBIE DUKES	BOARD MEMBER	1.00	Director	$0	$0	$0
REV SANDRA SHAW	BOARD MEMBER	1.00	Director	$0	$0	$0
CYNTHIA WALTERS	PRESIDENT/CEO	10.00	Officer Director	$0	$31,093	$497,990
DONNA CASNER	VICE PRESIDENT FINANCE	10.00	Officer	$0	$18,427	$239,617

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	$1,392,890	$227,904	$86,198,828	$1,164,986
2023	$777,806	$85,388	$85,482,639	$692,418
2022	$1,581,598	$210,151	$94,131,432	$1,371,447
2021	$1,994,503	$273,200	$91,975,330	$1,721,303
2020	$156,444	$102,019	$87,537,138	$54,425
2019	$926,398	$208,792	$86,945,854	$717,606
2018	$1,770,436	$499,352	$85,735,520	$1,271,084

NATIONAL LUTHERAN HOME FOR THE AGED INC