THE LUTHERAN HOMES SOCIETY

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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

1895

Legal Domicile

Principal Officer

PEGGY STARKWEATHER

Phone

5632631241

Tax Period

2023-01-01 to 2023-12-31

THE LUTHERAN HOMES SOCIETY, founded in 1895, is a mid-sized nonprofit that reported $17.0M in total revenue in fiscal year 2023. Revenue grew 14% year-over-year, indicating healthy expansion.

Mission

THE MISSION OF LUTHERAN HOMES SOCIETY IS TO PROVIDE COMPASSIONATE CHRISTIAN MINISTRY, ADDRESSING INDIVIDUAL HEALTH CARE NEEDS OF ITS RESIDENT COMMUNITY.

Program Service Accomplishments

Program 1

Expenses: $14,942,457 Revenue: $16,386,856

PROVIDES NURSING CARE TO ELDERLY CITIZENS OF THE AREA INCLUDING A LICENSED NURSING FACILITY, ASSISTED LIVING UNITS AND INDEPENDENT LIVING UNITS

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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 $233,612

Program Service Revenue $16,386,858

Investment Income $311,679

Other Revenue $109,070

TOTAL REVENUE $17,041,219

Expense Breakdown

Grants Paid $0

Salaries & Benefits $8,500,261

Fundraising Expenses $0

Program Expenses $14,942,457

Other Expenses $8,677,601

TOTAL EXPENSES $17,177,862

Year-over-Year Comparison

	2023	2022	Change
Revenue	$17,041,219	$15,005,321	+0.1%
Expenses	$17,177,862	$15,992,170	+0.1%
Net Income	$-136,643	$-986,849	-0.9%

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

288

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

$94,020

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NORMA ENGLER	CNA	40.00	Highest	$180,959	$22,178	$203,137
RIZZA LEE	RN	40.00	Highest	$155,181	$0	$155,181
ANGELA SILVA	CULINARY DIR	40.00	Highest	$109,729	$11,772	$121,501
ANA VALDES ROMERA	LPN	40.00	Highest	$107,158	$10,654	$117,812
PRISCIALLA REYES	LPN	40.00	Highest	$101,576	$11,865	$113,441
JESSICA BOPES	EXECUTIVE DI	40.00	Officer	$83,227	$10,793	$94,020
VICKI BECKEY	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN BURZLAFF	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN EVERSMEYER	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
MEGAN FRANCIS	DIRECTOR	1.00	Director	$0	$0	$0
DAVE HANSON	TREASURER	1.00	Officer Director	$0	$0	$0
ROSA MENDOZA	DIRECTOR	1.00	Director	$0	$0	$0
BRANDY OLSON	DIRECTOR	1.00	Director	$0	$0	$0
JANE PHILLIPS	DIRECTOR	1.00	Director	$0	$0	$0
PEGGY STARKWEATHER	PRESIDENT	1.00	Officer Director	$0	$0	$0
DALE WILDER	PRESIDENT	1.00	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	$17,041,219	$17,177,862	$30,397,430	$-136,643
2022	$15,005,321	$15,992,170	$30,402,427	$-986,849
2021	$16,820,917	$14,694,225	$32,892,213	$2,126,692
2020	$14,928,438	$14,419,493	$32,696,726	$508,945
2019	$14,437,706	$14,181,775	$29,568,912	$255,931
2018	$13,200,458	$13,764,751	$29,001,826	$-564,293