BETHLEHEM LUTHERAN FOUNDATION FUND INC (EIN 363529812) - 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

Legal Domicile

Phone

2187395236

Tax Period

2023-01-01 to 2023-12-31

BETHLEHEM LUTHERAN FOUNDATION FUND INC is a micro nonprofit that reported $98K in total revenue in fiscal year 2023. Revenue surged 274% from the prior year, signaling strong growth momentum. The organization ran a surplus of $89K, a strong 91% operating margin.

Mission

SUPPORT BETHLEHEM 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 (2023)

Revenue Breakdown

Contributions & Grants $11,210

Program Service Revenue $0

Investment Income $87,213

Other Revenue $0

TOTAL REVENUE $98,423

Expense Breakdown

Grants Paid $9,023

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $9,023

Other Expenses $100

TOTAL EXPENSES $9,123

Year-over-Year Comparison

	2023	2022	Change
Revenue	$98,423	$26,339	+2.7%
Expenses	$9,123	$107,550	-0.9%
Net Income	$89,300	$-81,211	-2.1%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
DICK FELSTUL	President	Officer Director	$0	$0	$0
DANIELLE BUCKMEIER	Director	Director	$0	$0	$0
PENNY ROGELSTAD	Director	Director	$0	$0	$0
PETE PIEKARSKI	Vice President	Officer Director	$0	$0	$0
EMILY RUDH	Treasurer	Officer Director	$0	$0	$0
LES PEDERSON	Director	Director	$0	$0	$0
PASTOR LOREN MELLUM	PASTOR	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	No data	No data	No data	No data
2023	$98,423	$9,123	$693,153	$89,300
2022	$26,339	$107,550	$603,853	$-81,211
2020	$68,871	$7,519	$599,776	$61,352
2019	$68,095	$8,966	$538,424	$59,129

BETHLEHEM LUTHERAN FOUNDATION FUND INC