CHRIST LUTHERAN CHURCH ENDOWMENT FOUNDATION INC (EIN 391098152) - 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

1968

Legal Domicile

Phone

6082791895

Tax Period

2023-01-01 to 2023-12-31

CHRIST LUTHERAN CHURCH ENDOWMENT FOUNDATION INC, founded in 1968, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $66K in total revenue in fiscal year 2023. The organization ran a surplus of $26K, a strong 40% operating margin.

Mission

TO SUPPORT THE MINISTRIES OF CHRIST LUTHERAN CHURCH LOCATED IN STOUGHTON, WI

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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 $1,175

Program Service Revenue $0

Investment Income $65,124

Other Revenue $0

TOTAL REVENUE $66,299

Expense Breakdown

Grants Paid $26,951

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $26,951

Other Expenses $12,881

TOTAL EXPENSES $39,832

Year-over-Year Comparison

	2023	2022	Change
Revenue	$66,299	$-4,061	-17.3%
Expenses	$39,832	$248,941	-0.8%
Net Income	$26,467	$-253,002	-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

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
TODD TUPPER	President	1.00	Officer Director	$0	$0	$0
MARK MCCOY	Treasurer	1.00	Officer Director	$0	$0	$0
PHIL GARDNER	Director	1.00	Director	$0	$0	$0
PASTOR SCOTT GEISTER JONES	Secretary	1.00	Officer Director	$0	$0	$0
BRIAN SWAIN	Director	1.00	Director	$0	$0	$0
RHONDA SCHEEL	Vice President	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
2023	$66,299	$39,832	$1,391,177	$26,467
2022	$-4,061	$248,941	$1,244,791	$-253,002
2021	$170,993	$111,672	$1,683,339	$59,321
2020	$62,808	$14,019	$1,620,882	$48,789
2019	$59,779	$14,361	$1,556,730	$45,418
2018	$120,841	$14,393	$1,372,271	$106,448

CHRIST LUTHERAN CHURCH ENDOWMENT FOUNDATION INC