ST JOHN LUTHERAN FOUNDATION (EIN 363372067) - 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

1985

Legal Domicile

Principal Officer

BRACEY LERNER

Phone

5077233200

Tax Period

2023-10-01 to 2024-09-30

ST JOHN LUTHERAN FOUNDATION, founded in 1985, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $323K in total revenue in fiscal year 2023. Revenue surged 22% from the prior year, signaling strong growth momentum. The organization ran a surplus of $93K, a strong 29% operating margin.

Mission

TO RAISE FUNDS TO HELP SUPPORT THE CHARITABLE MISSION OR RELATED ENTITIES.

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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 $119,586

Program Service Revenue $0

Investment Income $144,505

Other Revenue $58,535

TOTAL REVENUE $322,626

Expense Breakdown

Grants Paid $94,635

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $151,639

Other Expenses $135,124

TOTAL EXPENSES $229,759

Year-over-Year Comparison

	2023	2022	Change
Revenue	$322,626	$264,970	+0.2%
Expenses	$229,759	$212,837	+0.1%
Net Income	$92,867	$52,133	+0.8%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DOTTY DELAMBERT	Vice President	1.00	Officer Director	$0	$0	$0
JEFF KRUEGER	Secretary	1.00	Officer Director	$0	$0	$0
JILL VANDERWAL	Treasurer	1.00	Officer Director	$0	$0	$0
MAX MEINE	Director	1.00	Director	$0	$0	$0
KATIE WILHEMLI	Director	1.00	Director	$0	$0	$0
JORDAN MILBRATH	Director	1.00	Director	$0	$0	$0
ROBERT POTTER	Director	1.00	Director	$0	$0	$0
DENNIS POTTER	Director	1.00	Director	$0	$0	$0
BRACEY LERNER	President	1.00	Officer Director	$0	$0	$0
LINDSEY BEYER	ADMINISTRATOR	40.00	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
2024	$322,626	$229,759	$4,905,710	$92,867
2023	$264,970	$212,837	$4,492,130	$52,133
2022	$1,190,726	$130,894	$4,273,263	$1,059,832
2021	$259,263	$172,038	$3,517,536	$87,225
2020	$269,106	$157,216	$3,177,677	$111,890
2019	$217,570	$116,125	$3,260,433	$101,445
2018	$327,950	$109,760	$3,598,368	$218,190

ST JOHN LUTHERAN FOUNDATION