Trinity First Lutheran School Charitable Trust and Foundation (EIN 352264709) - 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

2005

Legal Domicile

Principal Officer

Derek Wippich

Phone

6128709487

Tax Period

2024-08-01 to 2025-07-31

Trinity First Lutheran School Charitable Trust and Foundation, founded in 2005, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $805K in total revenue in fiscal year 2024. Revenue grew 16% year-over-year, indicating healthy expansion. Net assets of $3.5M represent 52 months of operating reserves.

Mission

The Trust and Foundation exist to support the Trinity First Lutheran School whith a high quality education to primarily inner city children without barriers for the families.

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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 $734,436

Program Service Revenue $0

Investment Income $70,875

Other Revenue $0

TOTAL REVENUE $805,311

Expense Breakdown

Grants Paid $810,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $810,000

Other Expenses $2,636

TOTAL EXPENSES $812,636

Year-over-Year Comparison

	2024	2023	Change
Revenue	$805,311	$694,162	+0.2%
Expenses	$812,636	$600,000	+0.4%
Net Income	$-7,325	$94,162	-1.1%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Mrs Sarah Wippich	Ex officio Board Member	3.00	Director	$0	$0	$0
Bethanie Stadler	Board Member	1.00	Director	$0	$0	$0
Bradford Hewitt	Co-Chair of Board	1.00	Officer	$0	$0	$0
Derek D Wippich	Treasurer	1.00	Officer	$0	$0	$0
John Caswell	Co-Chair of Board	1.00	Officer	$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
2025	$805,311	$812,636	$3,519,404	$-7,325
2024	$694,162	$600,000	$3,197,124	$94,162
2023	$343,176	$540,000	$2,779,566	$-196,824
2022	$409,356	$260,000	$2,837,542	$149,356
2021	$713,492	$215,000	$2,576,090	$498,492
2020	$422,539	$450,000	$2,077,598	$-27,461
2019	$512,028	$574,000	$2,105,059	$-61,972

Trinity First Lutheran School Charitable Trust and Foundation