Partners of Gundersen Lutheran Inc (EIN 391582748) - 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

1987

Legal Domicile

Phone

6087759487

Tax Period

2023-03-01 to 2024-02-28

Partners of Gundersen Lutheran Inc, founded in 1987, is a small nonprofit in the Health Care sector that reported $512K in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $447K left a modest 13% surplus.

Mission

THE PURPOSE SHALL BE TO FUNCTION AS AN AUXILIARY OF GUNDERSEN LUTHERAN HEALTH SYSTEM, INC. AND ITS AFFILIATES AND WILL USE CONTRIBUTIONS RECEIVED TO SUPPORT AND ASSIST GUNDERSEN LUTHERAN HEALTH SYSTEM, INC., GUNDERSEN LUTHERAN MEDICAL CENTER, INC., AND GUNDERSEN LUTHERAN MEDICAL FOUNDATION, INC., AND TO PROMOTE HEALTH IN THE COMMUNITY.

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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 $4,955

Program Service Revenue $497,087

Investment Income $1,498

Other Revenue $8,531

TOTAL REVENUE $512,071

Expense Breakdown

Grants Paid $33,267

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $437,385

Other Expenses $413,616

TOTAL EXPENSES $446,883

Year-over-Year Comparison

	2023	2022	Change
Revenue	$512,071	$463,366	+0.1%
Expenses	$446,883	$400,377	+0.1%
Net Income	$65,188	$62,989	+0.0%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	SECRETARY/CO-TREASURER	2.0	Officer Director	$0	$0	$0
N/A	President	2.0	Officer Director	$0	$0	$0
N/A	CO-TREASURER	2.0	Officer Director	$0	$0	$0
N/A	Past president (Thru 12/2023), Director (Begin 1/2024)	0.5	Officer Director	$0	$0	$0
N/A	Past President	2.0	Officer Director	$0	$0	$0
N/A	Director (Thru 12/2023)	0.5	Director	$0	$0	$0
N/A	Director (BEGIN 1/2024)	0.5	Director	$0	$0	$0
N/A	Director	0.5	Director	$0	$0	$0
N/A	Director	0.5	Director	$0	$0	$0
N/A	Director	0.5	Director	$0	$0	$0
N/A	Director (BEGIN 1/2024)	0.5	Director	$0	$0	$0
N/A	Director	0.5	Director	$0	$0	$0
N/A	Director (Thru 12/2023)	0.5	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
2025	No data	No data	No data	No data
2024	$512,071	$446,883	$492,369	$65,188
2023	$463,366	$400,377	$427,181	$62,989
2022	$436,813	$436,868	$364,192	$-55
2021	$323,582	$383,439	$364,247	$-59,857
2020	$396,551	$348,616	$424,104	$47,935

Partners of Gundersen Lutheran Inc