Cross Lutheran Foundation (EIN 364334272) - 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

1999

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

Cross Lutheran Foundation, founded in 1999, is a micro nonprofit in the Religion sector that reported $42K in total revenue in fiscal year 2023. Revenue decreased 19% compared to the prior year. The organization ran a surplus of $12K, a strong 28% operating margin.

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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 $23,819

Program Service Revenue $0

Investment Income $18,245

Other Revenue $0

TOTAL REVENUE $42,064

Expense Breakdown

Grants Paid $30,106

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $30,106

Other Expenses $292

TOTAL EXPENSES $30,398

Year-over-Year Comparison

	2023	2022	Change
Revenue	$42,064	$51,998	-0.2%
Expenses	$30,398	$36,299	-0.2%
Net Income	$11,666	$15,699	-0.3%

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
Elias Omar	Director	1.00	Director	$0	$0	$0
Susan Lopez	Director	1.00	Director	$0	$0	$0
Erik Pienkos	Director	1.00	Director	$0	$0	$0
Barb Pinnow	Director	1.00	Director	$0	$0	$0
Ben Thanepohn	Director	1.00	Director	$0	$0	$0
Erik Gauss	Director	1.00	Director	$0	$0	$0
Kevin Shaw	President	1.00	Officer	$0	$0	$0
Pamela Hahn	Treasurer	1.00	Officer	$0	$0	$0
Maren Batt	Secretary	1.00	Officer	$0	$0	$0
Russell Pape	Vice President	1.00	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$42,064	$30,398	$767,687	$11,666
2022	$51,998	$36,299	$701,385	$15,699
2021	$52,685	$39,341	$779,304	$13,344
2020	$39,881	$29,750	$702,060	$10,131
2019	$36,069	$23,010	$642,961	$13,059
2018	$136,416	$52,351	$572,901	$84,065

Cross Lutheran Foundation