LUTHERAN CHILD AND FAMILY SERVICES OF ILLINOIS FOUNDATION

EIN: 367276007 501(c)(3) Human Services

OAKBROOK TERRACE, IL

Total Revenue
$599,408
Total Expenses
$205,428
Total Assets
$14,548,059
Net Assets
$11,442,773
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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
1998
Legal Domicile
IL
Principal Officer
MICHAEL A BERTRAND
Phone
7087717180
Tax Period
2024-07-01 to 2025-06-30

LUTHERAN CHILD AND FAMILY SERVICES OF ILLINOIS FOUNDATION, founded in 1998, is a small nonprofit in the Human Services sector that reported $599K in total revenue in fiscal year 2024. Revenue surged 47% from the prior year, signaling strong growth momentum. The organization ran a surplus of $394K, a strong 66% operating margin.

Mission

ACQUIRING AND STEWARDING GIFTS TO LUTHERAN CHILD AND FAMILY SERVICES (LCFS) AND 360 YOUTH SERVICES SO THAT THE PROGRAMS SERVING CHILDREN, YOUTH, FAMILIES AND COMMUNITIES WILL BE FISCALLY SUSTAINABLE AND STRENGTHENED.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $103,661
Program Service Revenue $0
Investment Income $495,747
Other Revenue $0
TOTAL REVENUE $599,408

Expense Breakdown

Grants Paid $0
Salaries & Benefits $130,268
Fundraising Expenses $135,946
Other Expenses $75,160
TOTAL EXPENSES $205,428

Year-over-Year Comparison

2024 2023 Change
Revenue $599,408 $408,086 +0.5%
Expenses $205,428 $332,025 -0.4%
Net Income $393,980 $76,061 +4.2%
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

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Governance

Voting Members
10
Independent Members
9
Employees
N/A
Volunteers
9

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
5
$1,103,660
Total Directors
10
$256,022
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MICHAEL BERTRAND LCFS PRESIDENT & CEO 4.00
Officer Director
$0 $28,404 $256,022
BRUCE MEIER CHAIR 1.00
Director
$0 $0 $0
ANTHONY STEPHENS BOARD MEMBER 1.00
Director
$0 $0 $0
MELVIN FAULKNER BOARD MEMBER 1.00
Director
$0 $0 $0
DAVID WALZ BOARD MEMBER 1.00
Director
$0 $0 $0
GENE SVEBAKKEN BOARD MEMBER 1.00
Director
$0 $0 $0
MARIAN FICK BOARD MEMBER 1.00
Director
$0 $0 $0
JON JURVA BOARD MEMBER 1.00
Director
$0 $0 $0
PAUL REHMER BOARD MEMBER 1.00
Director
$0 $0 $0
RALPH MORRIS BOARD MEMBER 1.00
Director
$0 $0 $0
DHIREN SHAH LCFS VP & CFO 4.00
Officer
$0 $27,193 $243,847
CHERYL WENDT LCFS VP & COD 4.00
Officer
$0 $1,666 $175,534
LATASHA ROBERSON-GUIFARO LCFS VP AND CHIEF STRATEGY OFFICER 4.00
Officer
$0 $11,308 $197,287
BEVERLY JONES LCFS VP & COO 4.00
Officer
$0 $14,419 $230,970
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 $599,408 $205,428 $14,548,059 $393,980
2024 $408,086 $332,025 $10,399,997 $76,061
2023 $106,035 $176,465 $9,437,711 $-70,430
2022 $794 $179,028 $7,617,815 $-178,234
2021 $266,784 $156,190 $7,969,319 $110,594
2020 $110,954 $107,781 $6,842,949 $3,173
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