LUTHERANS INC FOR ELDERLY

EIN: 391657635 501(c)(3)

MUSKEGO, WI

Total Revenue
$808,341
Total Expenses
$813,768
Total Assets
$3,110,854
Net Assets
$-668,292
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1988
Legal Domicile
WI
Phone
4144224686
Tax Period
2025-01-01 to 2025-12-31

LUTHERANS INC FOR ELDERLY, founded in 1988, is a small nonprofit that reported $808K in total revenue in fiscal year 2025. Revenue grew 10% year-over-year, indicating healthy expansion.

Mission

RETIREMENT LIVING PROVIDED FOR RESIDENTS 55 AND OLDER IN A 52 UNIT CHRISTIAN LIVING ENVIRONMENT INCLUDING HEAT, UNDERGROUND PARKING, SECURITY, EDUCATIONAL MEETINGS, CRAFT ROOM, WOODWORKING SHOP, EXCERSIZE ROOM, CHAPEL, BEAUTY PARLOR AND SOCAIL ACTIVITIES

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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%)

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Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $770,656
Investment Income $35,045
Other Revenue $2,640
TOTAL REVENUE $808,341

Expense Breakdown

Grants Paid $0
Salaries & Benefits $125,654
Fundraising Expenses $0
Program Expenses $813,768
Other Expenses $688,114
TOTAL EXPENSES $813,768

Year-over-Year Comparison

2025 2024 Change
Revenue $808,341 $737,154 +0.1%
Expenses $813,768 $852,131 0.0%
Net Income $-5,427 $-114,977 -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

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Governance

Voting Members
9
Independent Members
N/A
Employees
8
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
4
$0
Total Directors
9
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JIM ASTI PRESIDENT 10.00
Officer Director
$0 $0 $0
ERIC RUH VICE PRESIDENT 10.00
Officer Director
$0 $0 $0
RICK WITZLSTEINER TREASURER 10.00
Officer Director
$0 $0 $0
JILL WHITING SECRETARY 10.00
Officer Director
$0 $0 $0
JONATHAN LONG DIRECTOR 5.00
Director
$0 $0 $0
DANIEL KOLOSOVSKY DIRECTOR 5.00
Director
$0 $0 $0
BERNIE SCHULZ DIRECTOR 5.00
Director
$0 $0 $0
JAMES WURM DIRECTOR 5.00
Director
$0 $0 $0
KEITH BERRY DIRECTOR 5.00
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 $808,341 $813,768 $3,110,854 $-5,427
2024 $737,154 $852,131 $3,127,281 $-114,977
2023 $730,932 $771,228 $3,282,600 $-40,296
2022 $652,586 $686,666 $3,413,665 $-34,080
2021 $725,995 $805,798 $3,382,743 $-79,803
2020 $634,208 $544,650 $3,489,366 $89,558
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