PEACE LUTHERAN SCHOOL ENDOWMENT ASSOCIATION INC (EIN 391474294) - 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

1984

Legal Domicile

Principal Officer

JEFFREY D NIELSEN

Phone

7156232200

Tax Period

2023-01-01 to 2023-12-31

PEACE LUTHERAN SCHOOL ENDOWMENT ASSOCIATION INC, founded in 1984, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $273K in total revenue in fiscal year 2023. Revenue fell 62% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $157K, a strong 57% operating margin.

Mission

TO COLLECT MONIES, INVEST THEM WISELY AND MAKE DISBURSEMENTS FOR THE BENEFIT OF PEACE LUTHERAN SCHOOL, ANTIGO, WISCONSIN.

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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 $274,193

Program Service Revenue $0

Investment Income $-1,275

Other Revenue $0

TOTAL REVENUE $272,918

Expense Breakdown

Grants Paid $93,700

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $93,700

Other Expenses $22,642

TOTAL EXPENSES $116,342

Year-over-Year Comparison

	2023	2022	Change
Revenue	$272,918	$719,652	-0.6%
Expenses	$116,342	$124,268	-0.1%
Net Income	$156,576	$595,384	-0.7%

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
DAVID KAROLUS	PASTOR DIREC	1.00	Director	$0	$0	$0
JESSICA OLSON	DIRECTOR	1.00	Director	$0	$0	$0
DANIEL STOEHR	DIRECTOR	1.00	Director	$0	$0	$0
CALVIN KRUEGER	VICE PRESIDE	1.00	Officer	$0	$0	$0
BRADLEY MCDOUGAL	TREASURER	1.00	Officer	$0	$0	$0
JEFFREY D NIELSEN	PRESIDENT	1.00	Officer	$0	$0	$0
JOHN WILLIAMS	SECRETARY	1.00	Officer	$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	$272,918	$116,342	$2,370,530	$156,576
2022	$719,652	$124,268	$1,874,048	$595,384
2021	$228,662	$118,077	$1,610,860	$110,585
2020	$309,721	$90,618	$1,493,253	$219,103
2019	$199,792	$77,413	$1,276,579	$122,379

PEACE LUTHERAN SCHOOL ENDOWMENT ASSOCIATION INC