ST PETER'S LUTHERAN CHURCH FOUNDATION (EIN 356072500) - 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

1964

Legal Domicile

Principal Officer

TROY FORMAN

Phone

8123721571

Tax Period

2025-01-01 to 2025-12-31

ST PETER'S LUTHERAN CHURCH FOUNDATION, founded in 1964, is a small nonprofit that reported $383K in total revenue in fiscal year 2025. Revenue surged 20% from the prior year, signaling strong growth momentum. The organization ran a surplus of $235K, a strong 61% operating margin.

Mission

TO SUPPORT ST. PETERS LUTHERAN CHURCH

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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 (2025)

Revenue Breakdown

Contributions & Grants $165,633

Program Service Revenue $0

Investment Income $217,838

Other Revenue $0

TOTAL REVENUE $383,471

Expense Breakdown

Grants Paid $114,406

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $119,660

Other Expenses $33,667

TOTAL EXPENSES $148,073

Year-over-Year Comparison

	2025	2024	Change
Revenue	$383,471	$318,385	+0.2%
Expenses	$148,073	$180,433	-0.2%
Net Income	$235,398	$137,952	+0.7%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRIS MONROE	MEMBER	2.00	Director	$0	$0	$0
DAVID BOYER	MEMBER	2.00	Director	$0	$0	$0
PIA O'CONNOR	MEMBER	2.00	Director	$0	$0	$0
JOHN MCGINTY	PRESIDENT	2.00	Officer Director	$0	$0	$0
JEAN DONICA	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
TROY FORMAN	TREASURER	2.00	Officer Director	$0	$0	$0
ELIZABETH KESTLER	SECRETARY	2.00	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
2025	$383,471	$148,073	$5,114,589	$235,398
2024	$318,385	$180,433	$4,627,940	$137,952
2023	$547,359	$263,611	$4,363,167	$283,748
2022	$221,364	$191,844	$3,984,568	$29,520
2021	$255,460	$127,930	$4,669,128	$127,530
2020	$108,145	$133,328	$4,212,361	$-25,183
2019	$290,133	$358,103	$3,901,915	$-67,970
2018	$448,029	$435,841	$3,596,247	$12,188

ST PETER'S LUTHERAN CHURCH FOUNDATION