LUTHERAN SERVICES IN AMERICA INCORPORATED (EIN 363304707) - 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

1984

Legal Domicile

Principal Officer

ALESIA FRERICHS

Phone

8006643848

Tax Period

2024-07-01 to 2025-06-30

LUTHERAN SERVICES IN AMERICA INCORPORATED, founded in 1984, is a community nonprofit in the Religion sector that reported $8.1M in total revenue in fiscal year 2024. Revenue surged 30% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.5M, a strong 19% operating margin.

Mission

PROVIDE SERVICE TO OVER 300 LUTHERAN HEALTH & SOCIAL SERVICES AGENCIES - SEE PART III, LINE 1.

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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 $7,231,861

Program Service Revenue $610,148

Investment Income $258,440

Other Revenue $5,790

TOTAL REVENUE $8,106,239

Expense Breakdown

Grants Paid $2,015,064

Salaries & Benefits $2,342,535

Fundraising Expenses $247,296

Program Expenses $5,322,729

Other Expenses $2,230,285

TOTAL EXPENSES $6,587,884

Year-over-Year Comparison

	2024	2023	Change
Revenue	$8,106,239	$6,253,003	+0.3%
Expenses	$6,587,884	$5,985,399	+0.1%
Net Income	$1,518,355	$267,604	+4.7%

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

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

$258,993

Total Directors

Key Employees

$376,473

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MS COLLEEN FRANKENFIELD	DIRECTOR, CHAIR	2.00	Officer Director	$0	$0	$0
MR ERIC GURLEY	DIRECTOR, VICE CHAIR	1.00	Officer Director	$0	$0	$0
MR BILL ANDREWS	DIRECTOR, TREASURER	1.50	Officer Director	$0	$0	$0
DR KRISTEN GAY	DIRECTOR, SECRETARY	1.00	Officer Director	$0	$0	$0
MS REGINA BIDDINGS-MURO	DIRECTOR	1.00	Director	$0	$0	$0
MR DAVID DUEA	DIRECTOR	1.00	Director	$0	$0	$0
MS JANE ISAACS LOWE	DIRECTOR	1.00	Director	$0	$0	$0
REV BARBARA LUND	DIRECTOR	1.00	Director	$0	$0	$0
REV MICHAEL MEYER	DIRECTOR	1.00	Director	$0	$0	$0
DR ANTONIO OFTELIE	DIRECTOR	1.00	Director	$0	$0	$0
MS PAULA PHILLIPPE	DIRECTOR	1.00	Director	$0	$0	$0
REV KEVIN D ROBSON	DIRECTOR	1.00	Director	$0	$0	$0
MS ELIZABETH SULLIVAN	DIRECTOR	1.00	Director	$0	$0	$0
REV JEFFREY THIEMANN	DIRECTOR	1.00	Director	$0	$0	$0
MR DAVID TROST	DIRECTOR	2.00	Director	$0	$0	$0
ALESIA FRERICHS	PRESIDENT AND CEO	40.00	Officer	$235,720	$23,273	$258,993
JOANN THEYS	CFO	8.30	Officer	$0	$0	$0
DEBORAH HOESLY	VP DEVELOPMENT	40.00	Key Emp	$188,424	$6,322	$194,746
SUZANNE PECHILIO-POLIS	V.P. PUBLIC RELATIONS & GOVERNMENT AFFAIRS	40.00	Key Emp	$163,541	$18,186	$181,727
KENT MITCHELL	VICE PRESIDENT OF STRATEGY & INNOVATION	40.00	Highest	$151,399	$13,509	$164,908
SUSAN NEWTON	SENIOR DIRECTOR OF STRATEGIC INITIATIVES	40.00	Highest	$136,979	$18,761	$155,740

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	$8,106,239	$6,587,884	$14,054,388	$1,518,355
2024	$6,253,003	$5,985,399	$10,300,820	$267,604
2023	$5,502,720	$6,348,900	$8,731,547	$-846,180
2022	$6,431,883	$4,511,422	$9,473,369	$1,920,461
2021	$8,750,376	$4,320,137	$7,854,905	$4,430,239
2020	$4,259,871	$3,607,441	$4,243,744	$652,430
2019	$4,061,738	$4,038,283	$3,675,918	$23,455

LUTHERAN SERVICES IN AMERICA INCORPORATED