LUTHER MEMORIAL HOME (EIN 410826784) - 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

1958

Legal Domicile

Principal Officer

TOM GOERITZ

Phone

5076423271

Tax Period

2023-10-01 to 2024-09-30

Mission

TO PROVIDE SUPPORTIVE, REHABILITATIVE CARE TO MEET THE PHYSICAL, SPIRITUAL, AND EMOTIONAL NEEDS OF THE PEOPLE WE SERVE.

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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 $0

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $96,960

Other Expenses $96,960

TOTAL EXPENSES $96,960

Year-over-Year Comparison

	2023	2022	Change
Revenue	N/A	N/A	N/A
Expenses	$96,960	$114,354	-0.2%
Net Income	N/A	$-114,354	N/A

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

126

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
DENNIS SWENSON	BOARD CHAIR	3.00	Officer Director	$0	$0	$0
COLLEEN JACOBS	Director	0.50	Director	$0	$0	$0
CHARLES OLSON	Director	0.50	Director	$0	$0	$0
ROBERT WRIGHT	Director	0.50	Director	$0	$0	$0
BARB PFEIL	Treasurer	0.50	Officer Director	$0	$0	$0
KAY GRAMS	Secretary	0.50	Officer Director	$0	$0	$0
WILLIAM MILLER	Director	0.50	Officer Director	$0	$0	$0
RAY GUSTOFSON	Director	0.50	Director	$0	$0	$0
AMY HOPMAN	Director	0.50	Director	$0	$0	$0
JANETTE ABRAHAM	Director	0.50	Director	$0	$0	$0
TOM GOERITZ	ADMINISTRATOR	24.00	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	$96,960	$2,301,400	No data
2023	No data	$114,354	$2,398,360	No data
2022	$4,799,278	$4,169,267	$3,396,958	$630,011
2021	$4,600,698	$4,042,954	$3,423,486	$557,744
2020	$4,226,866	$4,252,025	$3,395,800	$-25,159
2019	$4,418,486	$4,256,917	$2,650,956	$161,569
2018	$4,040,052	$4,030,782	$2,637,607	$9,270

LUTHER MEMORIAL HOME