ALUMNI FOUNDATION OF CALVARY LUTHER CHAPEL MADISON WI INC (EIN 432099783) - 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

2006

Legal Domicile

Principal Officer

RANDALL F KOCH

Phone

9207334957

Tax Period

2023-01-01 to 2023-12-31

ALUMNI FOUNDATION OF CALVARY LUTHER CHAPEL MADISON WI INC, founded in 2006, is a micro nonprofit in the Education sector that reported $35K in total revenue in fiscal year 2023. Revenue decreased 16% compared to the prior year. The organization ran a surplus of $14K, a strong 40% operating margin.

Mission

SUPPORT THE SHORT AND LONG-TERM NEEDS OF CALVARY LUTHERAN CHAPEL, LOCATED IN MADISON, WISCONSIN

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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 $0

Program Service Revenue $0

Investment Income $34,873

Other Revenue $0

TOTAL REVENUE $34,873

Expense Breakdown

Grants Paid $20,978

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $20,978

Other Expenses $0

TOTAL EXPENSES $20,978

Year-over-Year Comparison

	2023	2022	Change
Revenue	$34,873	$41,390	-0.2%
Expenses	$20,978	$14,092	+0.5%
Net Income	$13,895	$27,298	-0.5%

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

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHEILA ANDERSON	SECRETARY	N/A	Officer Director	$0	$0	$0
GARY GIRDAUKAS	DIRECTOR	N/A	Director	$0	$0	$0
RANDALL F KOCH	TREASURER	N/A	Officer Director	$0	$0	$0
KARYN SAEMANN	PRESIDENT	N/A	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	$34,873	$20,978	$759,199	$13,895
2022	$41,390	$14,092	$712,882	$27,298
2021	$6,355	$15,139	$837,784	$-8,784
2020	$25,724	$14,218	$819,447	$11,506
2019	$25,958	$17,938	$762,927	$8,020
2018	$24,539	$16,674	$692,848	$7,865

ALUMNI FOUNDATION OF CALVARY LUTHER CHAPEL MADISON WI INC