BARTELS LUTHERAN HOME MEMORIAL FOUNDATION (EIN 421251643) - 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

1984

Legal Domicile

Principal Officer

PAULA GEISE

Phone

3193524540

Tax Period

2024-01-01 to 2024-12-31

BARTELS LUTHERAN HOME MEMORIAL FOUNDATION, founded in 1984, is a small nonprofit in the Health Care sector that reported $348K in total revenue in fiscal year 2024. Revenue surged 87% from the prior year, signaling strong growth momentum. Expenses of $311K left a modest 11% surplus.

Mission

TO PROVIDE SUPPORT TO THE MISSION OF BARTELS LUTHERAN HOME, A CONTINUING CARE RETIREMENT COMMUNITY THAT ENRICHES LIVES THROUGH QUALITY SERVICE 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 $0

Program Service Revenue $0

Investment Income $348,079

Other Revenue $0

TOTAL REVENUE $348,079

Expense Breakdown

Grants Paid $310,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $310,000

Other Expenses $761

TOTAL EXPENSES $310,761

Year-over-Year Comparison

	2024	2023	Change
Revenue	$348,079	$186,053	+0.9%
Expenses	$310,761	$306,780	+0.0%
Net Income	$37,318	$-120,727	-1.3%

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

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

$353,932

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHELLY KRUMWEIDE	CHAIR	1.00	Officer Director	$0	$0	$0
SUSAN WHITSON	TRUSTEE	1.00	Director	$0	$0	$0
RICHARD MCBURNEY	TRUSTEE	1.00	Director	$0	$0	$0
REV MARK ANDERSON	TRUSTEE	1.00	Director	$0	$0	$0
PAULA GEISE	PRESIDENT/CE	1.00	Officer	$0	$25,155	$224,493
PEGGY ZUMBACH	CFO	1.00	Officer	$0	$15,473	$129,439

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	$348,079	$310,761	$7,208,305	$37,318
2023	$186,053	$306,780	$6,611,069	$-120,727
2022	$214,669	$281,104	$5,930,297	$-66,435
2021	$594,793	$283,164	$7,297,043	$311,629
2020	$223,736	$263,131	$6,614,997	$-39,395
2019	$394,733	$296,744	$6,175,681	$97,989
2018	$629,034	$203,801	$5,405,482	$425,233

BARTELS LUTHERAN HOME MEMORIAL FOUNDATION