LUTHERAN SOCIAL SERVICES OF SD FOUNDATION (EIN 460423090) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1992

Legal Domicile

Principal Officer

NATHAN BEYER

Phone

6054447508

Tax Period

2024-07-01 to 2025-06-30

LUTHERAN SOCIAL SERVICES OF SD FOUNDATION, founded in 1992, is a small nonprofit that reported $737K in total revenue in fiscal year 2017. Revenue surged 26% from the prior year, signaling strong growth momentum. The organization ran a surplus of $526K, a strong 71% operating margin.

Mission

GENERATE FUNDING FOR LUTHERAN SOCIAL SERVICES OF SOUTH DAKOTA.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $40,644

Program Service Revenue $0

Investment Income $623,227

Other Revenue $0

TOTAL REVENUE $663,871

Expense Breakdown

Grants Paid $354,758

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $354,758

Other Expenses $36,532

TOTAL EXPENSES $391,290

Year-over-Year Comparison

	2024	2023	Change
Revenue	$663,871	$2,650,178	-0.7%
Expenses	$391,290	$294,180	+0.3%
Net Income	$272,581	$2,355,998	-0.9%

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

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

$289,743

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CURT HOHMAN	CHAIR	1.00	Officer Director	$0	$0	$0
KATHY MCHENRY	VICE CHAIR & SECRETARY	1.00	Officer Director	$0	$0	$0
ALLAN JOHNSON	BOARD MEMBER	1.00	Director	$0	$0	$0
ELIZABETH DUFFY	BOARD MEMBER	1.00	Director	$0	$0	$0
ERIK USTAD	BOARD MEMBER	1.00	Director	$0	$0	$0
REBECCA KIESOW-KNUDSEN	PRESIDENT-CEO	1.00	Officer	$0	$24,305	$164,418
NATHAN BEYER	VP FINANCE & SUPPORT SERVI	1.00	Officer	$0	$34,500	$125,325
AMY WITT	CHIEF PROGRAM OFFICER	45.00	Highest	$0	$25,364	$128,802

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	$663,871	$391,290	$8,385,429	$272,581
2024	$2,650,178	$294,180	$7,903,446	$2,355,998
2023	$436,883	$236,638	$5,156,852	$200,245
2022	$456,467	$239,575	$4,861,534	$216,892
2021	$498,930	$239,164	$5,489,905	$259,766
2020	$159,073	$331,848	$4,310,541	$-172,775
2019	$175,242	$575,786	$4,572,293	$-400,544
2018	$736,925	$210,872	$4,874,359	$526,053

LUTHERAN SOCIAL SERVICES OF SD FOUNDATION