FOND DU LAC LUTHERAN HOME INC (EIN 390806344) - 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

1939

Legal Domicile

Principal Officer

NICOLE CHWALA

Phone

9209219520

Tax Period

2023-01-01 to 2023-12-31

FOND DU LAC LUTHERAN HOME INC, founded in 1939, is a community nonprofit that reported $8.7M in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion.

Mission

FOND DU LAC LUTHERAN HOME, AS PART OF LUTHERAN HOMES AND HEALTH SERVICES, PROVIDES A CHRISTIAN-BASED INNOVATIVE APPROACH TO AGING THROUGH COMPREHENSIVE SERVICES, PROGRAMS, AND COMMUNITIES.

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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 $230

Program Service Revenue $8,597,627

Investment Income $4,307

Other Revenue $113,275

TOTAL REVENUE $8,715,439

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,392,053

Fundraising Expenses $0

Program Expenses $6,795,434

Other Expenses $6,619,611

TOTAL EXPENSES $9,011,664

Year-over-Year Comparison

	2023	2022	Change
Revenue	$8,715,439	$7,890,381	+0.1%
Expenses	$9,011,664	$7,722,676	+0.2%
Net Income	$-296,225	$167,705	-2.8%

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

109

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
TERRY SCHLEIF	CHAIR	1.50	Officer Director	$0	$0	$0
JIM FETT	BOARD MEMBER	0.25	Director	$0	$0	$0
MIKE KROLCZYK	BOARD MEMBER	0.25	Director	$0	$0	$0
KIM SUHS	VICE CHAIR	1.00	Officer Director	$0	$0	$0
NICOLE CHWALA	CFO	1.00	Officer Director	$0	$0	$0
MATT MAUTHE	CEO	1.00	Officer Director	$0	$0	$0
MICHAEL LIBBY	SENIOR VP OF OPERATIONS	1.00	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	No data	No data	No data	No data
2023	$8,715,439	$9,011,664	$7,265,223	$-296,225
2022	$7,890,381	$7,722,676	$7,704,204	$167,705
2021	$8,504,508	$6,963,104	$7,487,437	$1,541,404
2020	$8,442,752	$7,196,376	$6,906,774	$1,246,376
2019	$7,438,960	$8,023,546	$4,833,246	$-584,586
2018	$8,847,247	$8,402,562	$5,526,882	$444,685

FOND DU LAC LUTHERAN HOME INC