LUTHERAN HOUSING SERVICES 9 INC (EIN 341801635) - 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

1995

Legal Domicile

Principal Officer

WILLIAM R MARSHALL

Phone

4198614990

Tax Period

2024-01-01 to 2024-12-31

LUTHERAN HOUSING SERVICES 9 INC, founded in 1995, is a small nonprofit in the Human Services sector that reported $307K in total revenue in fiscal year 2024. Revenue fell 56% from the prior year — a significant decline worth monitoring. Expenses of $540K exceeded revenue, resulting in a 76% operating deficit.

Mission

PROVIDES HOUSING UNITS, MANAGEMENT AND DEVELOPMENT SERVICES, AND OVERSEES 80 INDEPENDENT LIVING UNITS FOR THE ELDERLY.

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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 (2024)

Revenue Breakdown

Contributions & Grants $135

Program Service Revenue $314,418

Investment Income $-16,473

Other Revenue $9,024

TOTAL REVENUE $307,104

Expense Breakdown

Grants Paid $135

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $400,183

Other Expenses $540,310

TOTAL EXPENSES $540,445

Year-over-Year Comparison

	2024	2023	Change
Revenue	$307,104	$699,401	-0.6%
Expenses	$540,445	$569,194	-0.1%
Net Income	$-233,341	$130,207	-2.8%

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

$712,186

Total Directors

$421,367

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WILLIAM R MARSHALL	PRESIDENT/CE	1.00	Officer Director	$0	$54,426	$421,367
LORINDA SCHALK	TREASURER/CF	1.00	Officer	$0	$49,142	$290,819
STEVE BAUERLE	DIRECTOR	0.25	Director	$0	$0	$0
STEPHEN 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	$307,104	$540,445	$4,325,906	$-233,341
2023	$699,401	$569,194	$4,635,366	$130,207
2022	$321,421	$942,110	$4,734,146	$-620,689
2021	$262,491	$486,567	$5,013,181	$-224,076
2020	$389,980	$523,239	$5,260,474	$-133,259
2019	$511,482	$496,325	$5,434,689	$15,157
2018	$435,039	$466,911	$5,639,543	$-31,872

LUTHERAN HOUSING SERVICES 9 INC