LUTHERAN HOMES AND HEALTH SERVICES FOUNDATION INC (EIN 391466308) - 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

2000

Legal Domicile

Principal Officer

JULIE MARKS

Phone

9203228527

Tax Period

2024-01-01 to 2024-12-31

LUTHERAN HOMES AND HEALTH SERVICES FOUNDATION INC, founded in 2000, is a micro nonprofit in the Human Services sector that reported $52K in total revenue in fiscal year 2024. Revenue decreased 6% compared to the prior year. Expenses of $96K exceeded revenue, resulting in a 83% operating deficit.

Mission

THE LUTHERAN HOMES AND HEALTH SERVICES FOUNDATION, AS A SUPPORTIVE ARM 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 (2024)

Revenue Breakdown

Contributions & Grants $21,369

Program Service Revenue $0

Investment Income $30,904

Other Revenue $0

TOTAL REVENUE $52,273

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $80,677

Other Expenses $95,916

TOTAL EXPENSES $95,916

Year-over-Year Comparison

	2024	2023	Change
Revenue	$52,273	$55,878	-0.1%
Expenses	$95,916	$77,980	+0.2%
Net Income	$-43,643	$-22,102	+1.0%

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

$1,218,869

Total Directors

$1,107,157

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MATTHEW MAUTHE	CEO	1.00	Officer Director	$0	$22,653	$548,823
MICHAEL LIBBY	COO	1.00	Officer Director	$0	$17,273	$295,684
NICOLE CHWALA	CFO	1.00	Officer Director	$0	$15,743	$262,650
TERRY SCHLEIF	CHAIR	1.00	Officer Director	$0	$0	$0
KIM SUHS	VICE CHAIR	1.00	Director	$0	$0	$0
JIM FETT	DIRECTOR	1.00	Director	$0	$0	$0
MIKE KROLCZYK	DIRECTOR	1.00	Director	$0	$0	$0
KEN SMITH	PRESIDENT	1.00	Officer	$0	$777	$111,712

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	$52,273	$95,916	$817,148	$-43,643
2023	$55,878	$77,980	$767,463	$-22,102
2022	$63,507	$32,122	$687,686	$31,385
2021	$107,868	$54,782	$819,921	$53,086
2020	$21,835	$94,420	$723,235	$-72,585
2019	$73,931	$85,205	$653,212	$-11,274
2018	$115,234	$56,304	$586,171	$58,930

LUTHERAN HOMES AND HEALTH SERVICES FOUNDATION INC