LUTHERAN SOCIAL SERVICE FOUNDATION (EIN 411690681) - 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

1990

Legal Domicile

Principal Officer

PATRICK THUESON

Phone

6519692300

Tax Period

2023-10-01 to 2024-09-30

LUTHERAN SOCIAL SERVICE FOUNDATION, founded in 1990, is a small nonprofit that reported $145K in total revenue in fiscal year 2023. Expenses of $279K exceeded revenue, resulting in a 93% operating deficit.

Mission

ORGANIZED AND OPERATED EXCLUSIVELY FOR THE BENEFIT OF LUTHERAN SOCIAL SERVICE OF MINNESOTA

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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 $6,100

Program Service Revenue $0

Investment Income $138,503

Other Revenue $0

TOTAL REVENUE $144,603

Expense Breakdown

Grants Paid $249,339

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $279,358

Other Expenses $30,019

TOTAL EXPENSES $279,358

Year-over-Year Comparison

	2023	2022	Change
Revenue	$144,603	$146,518	0.0%
Expenses	$279,358	$274,809	+0.0%
Net Income	$-134,755	$-128,291	+0.1%

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

$954,404

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BOB TUNHEIM	TRUSTEE	1.00	Director	$0	$0	$0
BRENDA MOORE	TRUSTEE	1.00	Director	$0	$0	$0
CHRIS SEBALD	TREASURER	1.00	Officer Director	$0	$0	$0
CONNIE ARAM	TRUSTEE	1.00	Director	$0	$0	$0
DAN NELSON	TRUSTEE	1.00	Director	$0	$0	$0
DANA LONN	TRUSTEE	1.00	Director	$0	$0	$0
GWEN KUHRT	SECRETARY	1.00	Officer Director	$0	$0	$0
JANN EICHLERSMITH	VICE CHAIR	1.00	Officer Director	$0	$0	$0
JODY ROTHSCHILLER	TRUSTEE	1.00	Director	$0	$0	$0
JOHN HALLBERG	TRUSTEE	1.00	Director	$0	$0	$0
KELLY KAUTZ	TRUSTEE	1.00	Director	$0	$0	$0
LOREN ANDERSON	CHAIR	1.00	Officer Director	$0	$0	$0
LUKE WINSKOWSKI	TRUSTEE	1.00	Director	$0	$0	$0
MARY DAHLEN	TRUSTEE	1.00	Director	$0	$0	$0
MIKE RANUM	TRUSTEE	1.00	Director	$0	$0	$0
PAUL RIMMEREID	TRUSTEE	1.00	Director	$0	$0	$0
SONJA BAERTSCH	TRUSTEE	1.00	Director	$0	$0	$0
TOM HOLMAN	TRUSTEE	1.00	Director	$0	$0	$0
TRICIA BROWN	TRUSTEE	1.00	Director	$0	$0	$0
JESSE STREMCHA	VP/CHIEF DEVELOPMENT OFFICER	1.00	Officer	$0	$26,315	$242,885
PATRICK THUESON	PRESIDENT	1.00	Officer	$0	$56,542	$452,953
TAUSEEF KHAWAJA	SR. VP FINANCE AND OPERATIONS	1.00	Officer	$0	$41,455	$258,566

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	$144,603	$279,358	$5,578,808	$-134,755
2023	$146,518	$274,809	$4,738,034	$-128,291
2022	$206,019	$224,885	$4,442,362	$-18,866
2021	$1,094,608	$207,218	$5,447,315	$887,390
2020	$294,053	$186,431	$4,118,030	$107,622
2019	$233,923	$165,021	$4,006,949	$68,902
2018	$497,631	$241,840	$3,944,106	$255,791

LUTHERAN SOCIAL SERVICE FOUNDATION