THE LUTHERAN HIGH SCHOOL ASSOCIATION OF GREATER MILWAUKEE FOUNDATION INC (EIN 461316300) - 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

2013

Legal Domicile

Principal Officer

COLE BRAUN

Phone

4144219100

Tax Period

2022-07-01 to 2023-06-30

THE LUTHERAN HIGH SCHOOL ASSOCIATION OF GREATER MILWAUKEE FOUNDATION INC, founded in 2013, is a community nonprofit in the Education sector that reported $2.5M in total revenue in fiscal year 2022. Revenue surged 97% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.2M, a strong 47% operating margin.

Mission

LHSAGMF IS THE ONLY ORGANIZATION PROVIDING VISION, FUNDING, ACCOUNTABILITY AND OPERATIONAL EFFICIENCIES FOR FOUR CULTURALLY DISTINCT LUTHERAN SCHOOLS TO ENSURE THAT THEY HAVE THE RESOURCES TO DISCIPLE STUDENTS, OFFER COMPETITIVE ACADEMIC PROGRAMS, SIGNIFICANT ARTS, AND ATHLETIC OPPORTUNITIES, AND EQUIP THE NEXT GENERATION OF SERVANT LEADERS FOR THE CHURCH AND SOCIETY.

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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 (2022)

Revenue Breakdown

Contributions & Grants $2,658,214

Program Service Revenue $0

Investment Income $-37,667

Other Revenue $-132,963

TOTAL REVENUE $2,487,584

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $167,731

Program Expenses $1,059,497

Other Expenses $1,326,131

TOTAL EXPENSES $1,326,131

Year-over-Year Comparison

	2022	2021	Change
Revenue	$2,487,584	$1,265,475	+1.0%
Expenses	$1,326,131	$198,206	+5.7%
Net Income	$1,161,453	$1,067,269	+0.1%

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
RYAN BARBIERI	CHAIRMAN	1.00	Officer Director	$0	$0	$0
COLE BRAUN	PRESIDENT	1.00	Officer Director	$0	$0	$0
KYLE HANSON	TREASURER	1.00	Officer Director	$0	$0	$0
ANDREW LOCKE	EXECUTIVE SECRETARY	1.00	Officer Director	$0	$0	$0
DOUG BRAUN	DIRECTOR	1.00	Director	$0	$0	$0
JOEL WALTERSDORF	LHSAGM DIRECTOR	1.00	Director	$0	$0	$0
WARD ALLES	LHSAGM DIRECTOR	1.00	Director	$0	$0	$0
MATT BURROW	DIRECTOR	1.00	Director	$0	$0	$0
DANIEL ZEHNDER	LHSAGM DIRECTOR	1.00	Director	$0	$0	$0
MATT NEUMANN	DIRECTOR	1.00	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$2,487,584	$1,326,131	$7,418,396	$1,161,453
2022	$1,265,475	$198,206	$5,542,321	$1,067,269
2021	$1,981,394	$1,064,408	$5,415,339	$916,986
2020	$783,450	$1,007,563	$4,215,490	$-224,113
2019	$1,070,175	$1,028,229	$4,365,226	$41,946

THE LUTHERAN HIGH SCHOOL ASSOCIATION OF GREATER MILWAUKEE FOUNDATION INC