LUTHER MANOR FOUNDATION (EIN 421523327) - 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

2001

Legal Domicile

Principal Officer

BILL BROWN

Phone

5635881413

Tax Period

2021-01-01 to 2021-12-31

LUTHER MANOR FOUNDATION, founded in 2001, is a small nonprofit in the Housing & Shelter sector that reported $241K in total revenue in fiscal year 2021. Revenue surged 586% from the prior year, signaling strong growth momentum. The organization ran a surplus of $60K, a strong 25% operating margin.

Mission

PROVIDE LONG TERM FINANCIAL SUPPORT TO LUTHER MANOR AND ITS RESIDENTS.

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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 (2021)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $240,502

Other Revenue $0

TOTAL REVENUE $240,502

Expense Breakdown

Grants Paid $180,106

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $180,106

Other Expenses $0

TOTAL EXPENSES $180,106

Year-over-Year Comparison

	2021	2020	Change
Revenue	$240,502	$35,047	+5.9%
Expenses	$180,106	N/A	N/A
Net Income	$60,396	$35,047	+0.7%

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

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

Total Directors

Key Employees

$198,165

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PHIL JENSEN	PRESIDENT	2.00	Officer Director	$0	$0	$0
TOM JOHNSON	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
JEFF MENTZER	SEC/TREASURER	2.00	Officer Director	$0	$0	$0
MARV COCAYNE	DIRECTOR	2.00	Director	$0	$0	$0
ROGER KLOSTERMAN	DIRECTOR	2.00	Director	$0	$0	$0
LARRY CROGHAN	EX OFFICIO	2.00	Director	$0	$0	$0
SUSAN HANSEN	DIRECTOR	2.00	Director	$0	$0	$0
JANET WARREN	EXECUTIVE DIRECTOR	40.00	Key Emp	$0	$32,882	$198,165

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
2021	$240,502	$180,106	$2,285,501	$60,396
2020	$35,047	No data	$2,236,853	No data
2019	$116,658	No data	$2,035,261	No data
2018	$79,946	$10,992	$1,761,053	$68,954

LUTHER MANOR FOUNDATION