LUTHERAN HOUSING SERVICES 5 INC (EIN 341313009) - 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

1980

Legal Domicile

Principal Officer

WILLIAM R MARSHALL

Phone

4198614990

Tax Period

2023-01-01 to 2023-12-31

LUTHERAN HOUSING SERVICES 5 INC, founded in 1980, is a small nonprofit in the Housing & Shelter sector that reported $567K in total revenue in fiscal year 2023. Expenses of $513K left a modest 10% surplus.

Mission

PROVIDE HOUSING FOR LOW INCOME ELDERLY & HANDICAPPED.

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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 $0

Program Service Revenue $560,969

Investment Income $2,376

Other Revenue $3,861

TOTAL REVENUE $567,206

Expense Breakdown

Grants Paid $0

Salaries & Benefits $51,464

Fundraising Expenses $0

Program Expenses $385,324

Other Expenses $461,856

TOTAL EXPENSES $513,320

Year-over-Year Comparison

	2023	2022	Change
Revenue	$567,206	$559,461	+0.0%
Expenses	$513,320	$484,955	+0.1%
Net Income	$53,886	$74,506	-0.3%

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

$767,595

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WILLIAM R MARSHALL	PRSIDENT/CEO	1.00	Officer	$0	$62,368	$462,213
LORINDA SCHALK	TREASURER/CF	1.00	Officer	$0	$39,973	$305,382
AMANDA SCHROEDER	VP-HOME & CO	2.00	Highest	$0	$25,462	$184,105
STEVE BAUERLE	DIRECTOR	0.25	Director	$0	$0	$0
STEVE BOWE	DIRECTOR	0.25	Director	$0	$0	$0
MARIA COOK	DIRECTOR	0.25	Director	$0	$0	$0
JEFF DEMPSEY	DIRECTOR	0.25	Director	$0	$0	$0
ANN MARSHALL	DIRECTOR	0.25	Director	$0	$0	$0
KEVIN RAHE	DIRECTOR	0.25	Director	$0	$0	$0
JONATHON RUSCHE	DIRECTOR	0.25	Director	$0	$0	$0
PAUL SIEBEN	VICE-CHAIR	0.25	Officer Director	$0	$0	$0
MARK SNYDER	DIRECTOR	0.25	Director	$0	$0	$0
MELISSA WARNER	SECRETARY	0.25	Officer Director	$0	$0	$0
LEE WUNSCHEL	CHAIR	0.25	Officer 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
2024	No data	No data	No data	No data
2023	$567,206	$513,320	$1,200,641	$53,886
2022	$559,461	$484,955	$1,176,229	$74,506
2021	$533,253	$493,647	$1,149,225	$39,606
2020	$496,794	$477,097	$1,132,789	$19,697
2019	$504,469	$458,090	$1,149,288	$46,379
2018	$507,923	$471,879	$1,134,479	$36,044

LUTHERAN HOUSING SERVICES 5 INC