LUTHERAN HOME AND SERVICES FOR THE AGED INC (EIN 363375902) - 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

SLOAN BENTLEY

Phone

8473687342

Tax Period

2023-07-01 to 2024-06-30

LUTHERAN HOME AND SERVICES FOR THE AGED INC, founded in 1985, is a small nonprofit in the Human Services sector that reported $328K in total revenue in fiscal year 2017. Revenue surged 98% from the prior year, signaling strong growth momentum.

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 $0

Program Service Revenue $0

Investment Income $747,757

Other Revenue $0

TOTAL REVENUE $747,757

Expense Breakdown

Grants Paid $33,174

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $33,241

Other Expenses $83

TOTAL EXPENSES $33,257

Year-over-Year Comparison

	2023	2022	Change
Revenue	$747,757	$941,630	-0.2%
Expenses	$33,257	$41,676	-0.2%
Net Income	$714,500	$899,954	-0.2%

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

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	$747,757	$33,257	$17,024,015	$714,500
2023	$941,630	$41,676	$16,553,564	$899,954
2022	$1,634,847	$21,300	$15,744,866	$1,613,547
2021	$892,700	No data	$18,429,350	No data
2020	$306,136	No data	$16,398,320	No data
2019	$308,262	No data	$10,653,428	No data
2018	$328,122	No data	$10,843,230	No data

LUTHERAN HOME AND SERVICES FOR THE AGED INC