WITTENBERG LUTHERAN VILLAGE ENDOWMENT CORPORATION (EIN 351472245) - 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

1978

Legal Domicile

Principal Officer

SLOAN BENTLEY

Phone

2196633860

Tax Period

2023-07-01 to 2024-06-30

WITTENBERG LUTHERAN VILLAGE ENDOWMENT CORPORATION, founded in 1978, is a community nonprofit that reported $4.6M in total revenue in fiscal year 2023. Expenses of $7.4M exceeded revenue, resulting in a 62% operating deficit.

Mission

THE PRESIDENT AND CEO IS PROVIDED WITH A HOUSING ALLOWANCE WHICH TOTALED $34,800 FOR CALENDAR YEAR 2023, AND WAS INCLUDED WITHIN TAXABLE COMPENSATION.

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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 $207,276

Program Service Revenue $4,386,454

Investment Income $-23,181

Other Revenue $0

TOTAL REVENUE $4,570,549

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,222,302

Fundraising Expenses $0

Program Expenses $6,479,789

Other Expenses $4,169,190

TOTAL EXPENSES $7,391,492

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,570,549	$4,418,918	+0.0%
Expenses	$7,391,492	$5,568,440	+0.3%
Net Income	$-2,820,943	$-1,149,522	+1.5%

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

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

$1,059,225

Total Directors

$1,059,225

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHAEL RENETZKY	CHAIR	0.30	Officer Director	$0	$0	$0
MSLOAN BENTLEY	PRESIDENT & CEO-VICE CHAIR	2.00	Officer Director	$0	$10,159	$704,428
AMY LACROIX	SECRETARY	2.00	Officer Director	$0	$9,362	$354,797
CORY WIELERT	CHAPLAIN/CORP DIRECTOR, SPIRIT	37.50	Highest	$102,854	$12,454	$115,308
STEVEN OWEN	EXECUTIVE DIRECTOR	37.50	Highest	$103,339	$1,097	$104,436

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	$4,570,549	$7,391,492	$44,519,753	$-2,820,943
2023	$4,418,918	$5,568,440	$44,347,409	$-1,149,522
2022	$4,320,146	$3,147,159	$56,522,009	$1,172,987
2021	$3,832,966	$3,089,343	$50,913,440	$743,623
2020	$4,028,117	$3,121,412	$46,640,814	$906,705
2019	$4,428,874	$2,963,493	$40,520,048	$1,465,381
2018	$3,918,609	$2,999,042	$39,375,095	$919,567

WITTENBERG LUTHERAN VILLAGE ENDOWMENT CORPORATION