THE LUTHERAN HOME ASSOCIATION FOUNDATION (EIN 363449735) - 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

MARK HAYES

Phone

9528736000

Tax Period

2023-10-01 to 2024-09-30

THE LUTHERAN HOME ASSOCIATION FOUNDATION, founded in 1985, is a small nonprofit that reported $754K in total revenue in fiscal year 2023. The organization ran a surplus of $398K, a strong 53% operating margin.

Mission

RAISING FUNDS FOR THE LUTHERAN HOME ASSOCIATION TO PROVIDE FOR ENDOWMENT AND FUNDING OF SPECIAL PROJECTS FOR FACILITIES.

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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 $595,909

Program Service Revenue $0

Investment Income $49,001

Other Revenue $108,649

TOTAL REVENUE $753,559

Expense Breakdown

Grants Paid $0

Salaries & Benefits $46,161

Fundraising Expenses $0

Program Expenses $285,276

Other Expenses $309,765

TOTAL EXPENSES $355,926

Year-over-Year Comparison

	2023	2022	Change
Revenue	$753,559	$719,166	+0.0%
Expenses	$355,926	$327,759	+0.1%
Net Income	$397,633	$391,407	+0.0%

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

$140,828

Total Directors

$140,828

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARK HAYES	PRESIDENT &	2.00	Officer Director	$0	$21,403	$140,828
REV JOHN BOEDER	DIRECTOR	0.30	Director	$0	$0	$0
MR JEFF DAVIS	VICE CHAIR	0.30	Officer Director	$0	$0	$0
MR JON MAERTZ	DIRECTOR	0.30	Director	$0	$0	$0
REV MICHAEL MUEHLENHARDT	DIRECTOR	0.30	Director	$0	$0	$0
MR RANDY NIEMAN	DIRECTOR	0.30	Director	$0	$0	$0
REV MATHEW C RAUH	CHAIR	0.30	Officer Director	$0	$0	$0
MR TIM SCHUTH	TREASURER	0.30	Officer Director	$0	$0	$0
MR LANCE SCHWARTZ	SECRETARY	0.30	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
2024	$753,559	$355,926	$7,954,450	$397,633
2023	$719,166	$327,759	$7,007,765	$391,407
2022	$356,614	$593,181	$7,308,598	$-236,567
2021	$108,734	$238,308	$7,746,150	$-129,574
2020	$72,030	$116,863	$7,137,942	$-44,833
2019	$105,939	$102,231	$7,377,494	$3,708
2018	$653,040	$188,225	$6,986,992	$464,815

THE LUTHERAN HOME ASSOCIATION FOUNDATION