BAY AREA LUTHERAN HOMES INC

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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

1968

Legal Domicile

Principal Officer

POLLY GRETZINGER

Phone

9204991481

Tax Period

2024-07-01 to 2025-06-30

BAY AREA LUTHERAN HOMES INC, founded in 1968, is a mid-sized nonprofit in the Human Services sector that reported $26.7M in total revenue in fiscal year 2024. Revenue decreased 11% compared to the prior year.

Mission

TO BE THE LEADER IN DELIVERING AND ADVANCING SENIOR CARE AND/OR REHABILITATION FOR GREEN BAY AND THE SURROUNDING COMMUNITIES BY MEETING THE NEEDS OF THE WHOLE SENIOR PERSON; SOCIAL, MEDICAL, PSYCHOLOGICAL, COGNITIVE, AND SPIRITUAL, MAXIMIZING EACH INDIVIDUAL'S HIGHEST LEVEL OF INDEPENDENCE.

Program Service Accomplishments

Program 1

Expenses: $18,083,672 Revenue: $17,148,821

WOODSIDE LUTHERAN HOME IS A 118-BED FACILITY THAT OFFERS LONG-TERM SKILLED NURSING CARE AND SHORT-TERM REHABILITATION CARE. IN FISCAL YEAR 2025, WOODSIDE LUTHERAN HOME PROVIDED APPROXIMATELY 36,300 TOTAL DAYS OF CARE.WOODSIDE IS UNIQUE IN THAT IT IS THE ONLY FAITH-BASED NONPROFIT SENIOR LIVING CAMPUS IN THE GREATER GREEN BAY AREA. AS SUCH, WOODSIDE EMPLOYS A FULL-TIME CHAPLAIN TO SERVE THE SPIRITUAL NEEDS OF THE WOODSIDE COMMUNITY.

Program 2

Expenses: $5,837,520 Revenue: $8,965,610

WOODSIDE MANOR IS AN 80-UNIT APARTMENT FACILITY THAT OFFERS CLASS C CBRF SERVICES, INCLUDING SUPERVISION AND DISPENSING OF MEDICATIONS AND ASSISTANCE WITH DAILY LIVING ACTIVITIES. WOODSIDE VILLA IS A 37-UNIT APARTMENT FACILITY THAT OFFERS CLASS C CBRF SERVICES, INCLUDING SUPERVISION AND DISPENSING OF MEDICATIONS ANDASSISTANCE WITH DAILY LIVING ACTIVITIES. THE POPULATION SERVED IN THISSETTING ARE LARGELY THOSE WITH MEMORY ISSUES.IN FISCAL YEAR 2025, WOODSIDE MANOR & VILLA PROVIDED APPROXIMATELY 43,500 DAYS OF CARE.

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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 (2024)

Revenue Breakdown

Contributions & Grants $17,312

Program Service Revenue $26,310,145

Investment Income $350,936

Other Revenue $0

TOTAL REVENUE $26,678,393

Expense Breakdown

Grants Paid $0

Salaries & Benefits $16,134,947

Fundraising Expenses $0

Program Expenses $23,921,192

Other Expenses $10,845,079

TOTAL EXPENSES $26,980,026

Year-over-Year Comparison

	2024	2023	Change
Revenue	$26,678,393	$29,902,609	-0.1%
Expenses	$26,980,026	$26,131,570	+0.0%
Net Income	$-301,633	$3,771,039	-1.1%

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

Employees

582

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

$440,630

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SUE MAY	PRESIDENT	0.50	Officer Director	$0	$0	$0
LAURA NELSON	VICE PRESIDENT	0.50	Officer Director	$0	$0	$0
JUDY KNUDSEN	SECRETARY/TREASURER	0.50	Officer Director	$0	$0	$0
PAM ANDERSON	BOARD MEMBER	0.50	Director	$0	$0	$0
ANDREW BAKE	BOARD MEMBER	0.50	Director	$0	$0	$0
AMY HARDTKE	BOARD MEMBER	0.50	Director	$0	$0	$0
KATHY PLETCHER	BOARD MEMBER	0.50	Director	$0	$0	$0
JERI RAAB	BOARD MEMBER	0.50	Director	$0	$0	$0
MAX ROTH	BOARD MEMBER	0.50	Director	$0	$0	$0
NORMAN SCHROEDER	BOARD MEMBER	0.50	Director	$0	$0	$0
PAUL SEYMOUR	BOARD MEMBER	0.50	Director	$0	$0	$0
POLLY GRETZINGER	EXECUTIVE DIRECTOR OF CAMPUS OP.	36.00	Officer	$210,082	$10,187	$220,269
JESSICA ATKINSON	EXECUTIVE DIRECTOR OF CAMPUS LIVING	36.00	Officer	$205,317	$15,044	$220,361
FELICIA SCHULD	CMA	40.00	Highest	$182,217	$0	$182,217
SARAH CABINO	DIRECTOR OF NURSING	40.00	Highest	$118,939	$7,760	$126,699
KIMBERLY BLAHA	RN	40.00	Highest	$110,897	$16,972	$127,869
JENNA PETERS	ADMISSIONS COORDINATOR	40.00	Highest	$105,906	$0	$105,906
REGINA PEETERS	DIRECTOR OF FINANCE	40.00	Highest	$101,133	$10,525	$111,658

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	$26,678,393	$26,980,026	$100,980,343	$-301,633
2024	$29,902,609	$26,131,570	$96,159,880	$3,771,039
2023	$24,442,997	$24,757,579	$43,523,303	$-314,582
2022	$22,925,142	$23,421,163	$42,574,750	$-496,021
2021	$23,731,190	$21,645,050	$44,925,361	$2,086,140
2020	$21,964,224	$21,153,886	$44,962,302	$810,338
2019	$21,226,308	$20,040,486	$41,383,463	$1,185,822
2018	$20,747,968	$19,457,837	$40,203,588	$1,290,131