WEST KOSHKONONG LUTHERAN ENDOWMENT FOUNDATION INC (EIN 384174111) - 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

1979

Legal Domicile

Principal Officer

KENT PETERSON

Phone

6088736744

Tax Period

2025-01-01 to 2025-12-31

WEST KOSHKONONG LUTHERAN ENDOWMENT FOUNDATION INC, founded in 1979, is a micro nonprofit in the Religion sector that reported $45K in total revenue in fiscal year 2025. Revenue surged 27% from the prior year, signaling strong growth momentum. Expenses of $60K exceeded revenue, resulting in a 35% operating deficit.

Mission

THE FOUNDATIONS PRIMARY PURPOSE IS TO RECEIVE GIFTS GRANTS BEQUEST AND OTHER CONTRIBUTIONS FOR THE BENEFIT OF WEST KOSHKONONG LUTHERAN CHURCH AND ANY OF ITS PROGRAMS. THE FOUNDATION SEEKS TO UNDERGIRD THE WORK OF CHRIST IN THIS COMMUNITY AND THROUGHOUT THE WORLD. BY CONTRIBUTING TO THIS FOUNDATION GIVES YOU AN ACTIVE PARTNERSHIP IN MAKING WEST KOSHKONONG LUTHERAN CHURCH INCREASINGLY EFFECTIVE IN CARRYING ON ITS IMPORTANT WORK FOR THE KINGDOM OF GOD.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $44,702

Other Revenue $0

TOTAL REVENUE $44,702

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $60,436

Other Expenses $11,064

TOTAL EXPENSES $60,436

Year-over-Year Comparison

	2025	2024	Change
Revenue	$44,702	$35,259	+0.3%
Expenses	$60,436	$70,766	-0.1%
Net Income	$-15,734	$-35,507	-0.6%

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
KENT PETERSON	Treasurer	2.00	Officer	$0	$0	$0
BRENDA COLLINS	President	2.00	Officer	$0	$0	$0
ERIC BAKKEN	PASTOR	2.00	Officer	$0	$0	$0
JUDY SWATEK	Secretary	2.00	Officer	$0	$0	$0
AUDREY DEBEIR	Vice President	2.00	Officer	$0	$0	$0
KAY BURNS	MEMBER	2.00	Officer	$0	$0	$0
NANCY BARTH	CONG PRESIDENT	2.00	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	$44,702	$60,436	$1,340,394	$-15,734
2024	$35,259	$70,766	$1,228,033	$-35,507
2023	$26,373	$60,969	$1,198,095	$-34,596
2022	$-156	$65,435	$1,161,358	$-65,591
2021	$40,226	$62,667	$1,362,997	$-22,441
2020	$45,111	$30,537	$1,266,270	$14,574

WEST KOSHKONONG LUTHERAN ENDOWMENT FOUNDATION INC