BARTELS LUTHERAN HOME (EIN 420752685) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1950

Legal Domicile

Principal Officer

PAULA GEISE

Phone

3193524540

Tax Period

2024-01-01 to 2024-12-31

BARTELS LUTHERAN HOME, founded in 1950, is a mid-sized nonprofit in the Human Services sector that reported $14.5M in total revenue in fiscal year 2024.

Mission

BARTELS LUTHERAN RETIREMENT COMMUNITY OFFERS MULTILEVEL RETIREMENT LIVING OPTIONS AND ENRICHES LIVES THROUGH QUALITY SERVICES AND CHRISTIAN CARE.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $494,684

Program Service Revenue $13,748,011

Investment Income $279,329

Other Revenue $0

TOTAL REVENUE $14,522,024

Expense Breakdown

Grants Paid $0

Salaries & Benefits $8,530,819

Fundraising Expenses $0

Program Expenses $13,568,142

Other Expenses $7,138,586

TOTAL EXPENSES $15,669,405

Year-over-Year Comparison

	2024	2023	Change
Revenue	$14,522,024	$14,170,458	+0.0%
Expenses	$15,669,405	$14,756,938	+0.1%
Net Income	$-1,147,381	$-586,480	+1.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

343

Volunteers

135

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

$353,932

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SUSAN WHITSON	PRESIDENT	1.00	Officer Director	$0	$0	$0
REGINALD GREEN	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
SHELLY KRUMWEIDE	TREASURER/SE	1.00	Officer Director	$0	$0	$0
BEAU BUCHOLZ	DIRECTOR	1.00	Director	$0	$0	$0
KATIE SCHWARTZ	DIRECTOR	1.00	Director	$0	$0	$0
REV MARK ANDERSON	DIRECTOR	1.00	Director	$0	$0	$0
STEVE CORSON	DIRECTOR	1.00	Director	$0	$0	$0
RICH MCBURNEY	DIRECTOR	1.00	Director	$0	$0	$0
SCOTT LEISINGER	DIRECTOR	1.00	Director	$0	$0	$0
PAULA GEISE	PRESIDENT/CE	40.00	Officer	$199,338	$25,155	$224,493
VERONICA SHEA	ADMINISTRATO	40.00	Highest	$122,533	$3,935	$126,468
PEGGY ZUMBACH	CFO	40.00	Officer	$113,966	$15,473	$129,439
SHEENA BLANCHARD	CO DON	40.00	Highest	$109,493	$3,498	$112,991

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	$14,522,024	$15,669,405	$42,207,700	$-1,147,381
2023	$14,170,458	$14,756,938	$41,682,842	$-586,480
2022	$12,204,460	$14,677,738	$41,023,318	$-2,473,278
2021	$12,251,707	$12,937,352	$42,494,950	$-685,645
2020	$15,043,575	$13,490,631	$42,469,243	$1,552,944
2019	$13,167,502	$13,245,977	$40,580,761	$-78,475
2018	$11,738,347	$12,197,591	$39,596,121	$-459,244

BARTELS LUTHERAN HOME