WISCONSIN LUTHERAN RETIREMENT COMMUNITY INC (EIN 391392252) - 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

1981

Legal Domicile

Principal Officer

BRAD MICHEL

Phone

2623455530

Tax Period

2019-01-01 to 2019-12-31

WISCONSIN LUTHERAN RETIREMENT COMMUNITY INC, founded in 1981, is a small nonprofit that reported $312K in total revenue in fiscal year 2019. Revenue surged 285% from the prior year, signaling strong growth momentum. Expenses of $1.6M exceeded revenue, resulting in a 398% operating deficit.

Mission

IT IS OUR MISSION TO PROVIDE HOUSING FOR THE ELDERLY WITH THE CONVENIENCE OF PERSONAL SERVICES AND HEALTH CARE BENEFITS IN A PROTECTED LUTHERAN ENVIRONMENT.

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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 (2019)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $312,493

Other Revenue $0

TOTAL REVENUE $312,493

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $1,556,869

TOTAL EXPENSES $1,556,869

Year-over-Year Comparison

	2019	2018	Change
Revenue	$312,493	$81,134	+2.9%
Expenses	$1,556,869	$1,132,465	+0.4%
Net Income	$-1,244,376	$-1,051,331	+0.2%

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

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
PASTOR JAMES KLEIST	PRESIDENT	0.50	Officer Director	$0	$0	$0
MATT BUROW	VICE PRESIDENT	0.50	Officer Director	$0	$0	$0
JODY HANSEN	DIRECTOR	0.50	Director	$0	$0	$0
BRAD MICHEL	DIRECTOR	0.50	Director	$0	$0	$0
THOMAS SCHERMERHORN	DIRECTOR	0.50	Director	$0	$0	$0
ROD WINTER	DIRECTOR	0.50	Director	$0	$0	$0
DAVID FRITSCH	DIRECTOR	0.50	Director	$0	$0	$0
KURT EBERT	DIRECTOR	0.50	Director	$0	$0	$0
MARK HENKE	DIRECTOR	0.50	Director	$0	$0	$0
ANDY OTT	DIRECTOR	0.50	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
2019	$312,493	$1,556,869	$30,158	$-1,244,376

WISCONSIN LUTHERAN RETIREMENT COMMUNITY INC