Lutheran Family Service (EIN 420702558) - 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

1901

Legal Domicile

Principal Officer

Max Phillips

Phone

5155733138

Tax Period

2024-07-01 to 2025-06-30

Lutheran Family Service, founded in 1901, is a community nonprofit in the Human Services sector that reported $1.9M in total revenue in fiscal year 2024. Revenue decreased 9% compared to the prior year. Expenses of $2.6M exceeded revenue, resulting in a 41% operating deficit.

Mission

Lutheran Family Service is organized as a not-for-profit, religious organization for the purpose of providing family and individual counseling and adoption services.

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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 $797,268

Program Service Revenue $1,056,265

Investment Income $30

Other Revenue $0

TOTAL REVENUE $1,853,563

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,968,413

Fundraising Expenses $99,082

Program Expenses $2,230,613

Other Expenses $650,835

TOTAL EXPENSES $2,619,248

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,853,563	$2,042,772	-0.1%
Expenses	$2,619,248	$2,458,192	+0.1%
Net Income	$-765,685	$-415,420	+0.8%

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

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

Total Directors

$129,853

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Rev Keith Haney	Board Member	0.00	Director	$0	$0	$0
Mr Ken Stotmeister	President	0.00	Director	$0	$0	$0
Mr Mark Niebuhr	Vice President	0.00	Director	$0	$0	$0
Mary Ann Hanusa	Board Member	0.00	Director	$0	$0	$0
Mr Kerry Burmeister	Treasurer	0.00	Director	$0	$0	$0
Mr Stan Ullerich	Secretary	0.00	Director	$0	$0	$0
Rev James Lamb	Board Member	0.00	Director	$0	$0	$0
Kirk Warnke	Board Member	0.00	Director	$0	$0	$0
Kay Kreklau	Board Member	0.00	Director	$0	$0	$0
Rev Max Phillips	Executive Director	32.00	Director	$119,065	$0	$129,853

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
2025	$1,853,563	$2,619,248	$728,819	$-765,685
2024	$2,042,772	$2,458,192	$1,115,387	$-415,420
2023	$1,771,734	$2,169,325	$1,502,227	$-397,591
2022	$2,596,414	$1,476,246	$1,648,287	$1,120,168
2021	$1,244,236	$1,164,495	$384,953	$79,741
2020	$1,349,537	$1,207,971	$348,713	$141,566
2019	$1,021,022	$1,345,359	$341,425	$-324,337
2018	$1,217,333	$1,264,646	$495,969	$-47,313

Lutheran Family Service