ZION EVANGELICAL LUTHERAN CHURCH MEMORIAL (EIN 411385843) - 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

1978

Legal Domicile

Principal Officer

SUSAN DAVIS

Tax Period

2023-01-01 to 2023-12-31

ZION EVANGELICAL LUTHERAN CHURCH MEMORIAL, founded in 1978, is a micro nonprofit that reported $68K in total revenue in fiscal year 2023. Revenue fell 28% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $26K, a strong 39% operating margin.

Mission

TO PROVIDE GRANTS FOR RELIGIOUS, EDUCATIONAL AND CHARITABLE PURPOSES AS WELL AS A SUPPORTING ORGANIZATION FOR ZION LUTHERAN CHURCH OF BUFFALO, MN.

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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 $2,640

Program Service Revenue $0

Investment Income $65,439

Other Revenue $0

TOTAL REVENUE $68,079

Expense Breakdown

Grants Paid $25,101

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $41,663

Other Expenses $16,562

TOTAL EXPENSES $41,663

Year-over-Year Comparison

	2023	2022	Change
Revenue	$68,079	$93,904	-0.3%
Expenses	$41,663	$47,555	-0.1%
Net Income	$26,416	$46,349	-0.4%

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
WADE SWENSON	BOARD MEMBER	0.25	Director	$0	$0	$0
KARI BAHE	PASTOR	0.25	Director	$0	$0	$0
ASHLEY MATTSON	COUNCIL REP	0.25	Director	$0	$0	$0
BETH HANSON	FINANCIAL SECRETARY	0.25	Director	$0	$0	$0
DALE OLSON	BOARD MEMBER	0.25	Director	$0	$0	$0
RICK DEHMER	INVESTMENT	0.00	Director	$0	$0	$0
BILL HUSOM	BOARD MEMBER	0.25	Director	$0	$0	$0
JENNY PARIPOVICH	VICE PRESIDENT	0.25	Officer Director	$0	$0	$0
SUSAN DAVIS	PRESIDENT	0.25	Officer Director	$0	$0	$0
DUSTY FINKE	SECRETARY	0.25	Officer 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
2024	No data	No data	No data	No data
2023	$68,079	$41,663	$2,217,370	$26,416
2022	$93,904	$47,555	$1,994,253	$46,349
2021	$186,977	$68,092	$2,362,609	$118,885
2020	$176,335	$40,541	$2,168,149	$135,794
2019	$84,678	$47,014	$1,957,096	$37,664
2018	$93,781	$71,664	$1,678,612	$22,117

ZION EVANGELICAL LUTHERAN CHURCH MEMORIAL