LUTHERAN HOMES OF OCONOMOWOC CHARITABLE FOUNDATION INC (EIN 391889721) - 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

1997

Legal Domicile

Principal Officer

TYLER GUDEX

Phone

2625678341

Tax Period

2024-01-01 to 2024-12-31

LUTHERAN HOMES OF OCONOMOWOC CHARITABLE FOUNDATION INC, founded in 1997, is a small nonprofit in the Religion sector that reported $392K in total revenue in fiscal year 2024. Revenue surged 24% from the prior year, signaling strong growth momentum. The organization ran a surplus of $378K, a strong 96% operating margin.

Mission

SOLICIT AND RECEIVE FINANCIAL SUPPORT FOR THE BENEFIT OF LUTHERAN HOMES OF OCONOMOWOC, INC.

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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 $222,039

Program Service Revenue $0

Investment Income $170,420

Other Revenue $0

TOTAL REVENUE $392,459

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $14,162

Other Expenses $14,162

TOTAL EXPENSES $14,162

Year-over-Year Comparison

	2024	2023	Change
Revenue	$392,459	$315,455	+0.2%
Expenses	$14,162	$11,677	+0.2%
Net Income	$378,297	$303,778	+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

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

$565,436

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PHIL HOLLAND	CHAIR	2.00	Officer Director	$0	$0	$0
ATTY MARY LEE RATZEL	PAST CHAIR	2.00	Officer Director	$0	$0	$0
NORMAN ECKSTAEDT	VICE CHAIR	2.00	Officer Director	$0	$0	$0
BILL LENTZ	TREASURER	2.00	Officer Director	$0	$0	$0
MARY JO O'MALLEY	SECRETARY	2.00	Officer Director	$0	$0	$0
JOHN BORAY	DIRECTOR	2.00	Director	$0	$0	$0
BETH BOYER-RYAN	DIRECTOR	2.00	Director	$0	$0	$0
AL BUSCEMI	DIRECTOR	2.00	Director	$0	$0	$0
JOEL LAMMERS	DIRECTOR	2.00	Director	$0	$0	$0
ROGER MAYER	DIRECTOR	2.00	Director	$0	$0	$0
KATIE MILLER	DIRECTOR	2.00	Director	$0	$0	$0
KURT SCHRANG	DIRECTOR (THRU OCT 2024)	2.00	Director	$0	$0	$0
BUCK SILKEY	DIRECTOR	2.00	Director	$0	$0	$0
MARY KAY SOKOP	DIRECTOR	2.00	Director	$0	$0	$0
CAROL ZEUTZIUS	DIRECTOR (THRU OCT 2024)	2.00	Director	$0	$0	$0
DALE DAHLKE	CEO	2.00	Officer	$0	$40,345	$299,856
JOAN BIRR	CFO (THRU JULY 2024)	2.00	Officer	$0	$20,241	$184,439
SCOTT BERGIN	CFO (FROM JULY 2024)	2.00	Officer	$0	$495	$81,141

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	$392,459	$14,162	$7,638,435	$378,297
2023	$315,455	$11,677	$6,708,138	$303,778
2022	$528,454	$13,086	$5,680,161	$515,368
2021	$700,638	$8,047	$6,478,244	$692,591
2020	$221,059	$8,966	$5,388,403	$212,093
2019	$989,404	$11,245	$4,808,946	$978,159
2018	$357,287	$11,323	$3,593,763	$345,964

LUTHERAN HOMES OF OCONOMOWOC CHARITABLE FOUNDATION INC