LUTHERAN MINISTRIES OF MERCY INC (EIN 461893000) - 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

TERRI RODRIGUEZ

Phone

4198367741

Tax Period

2023-01-01 to 2023-12-31

LUTHERAN MINISTRIES OF MERCY INC, founded in 2013, is a community nonprofit in the Housing & Shelter sector that reported $1.2M in total revenue in fiscal year 2023. Expenses of $1.2M left a modest 7% surplus.

Mission

TO PROVIDE GOVERNANCE AND EXECUTIVE LEADERSHIP FOR RELATED ORGANIZATIONS TO REDUCE ADMINISTRATIVE EXPENSES.

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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 $2,120

Program Service Revenue $1,157,020

Investment Income $0

Other Revenue $80,000

TOTAL REVENUE $1,239,140

Expense Breakdown

Grants Paid $3,400

Salaries & Benefits $600,427

Fundraising Expenses $107,107

Program Expenses $1,051,341

Other Expenses $554,621

TOTAL EXPENSES $1,158,448

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,239,140	$1,191,017	+0.0%
Expenses	$1,158,448	$1,206,866	0.0%
Net Income	$80,692	$-15,849	-6.1%

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

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

$266,450

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NATE DANIELS	TRUSTEE	0.25	Director	$0	$0	$0
MICHELLE DEAN	2ND VICE CHAIR	0.25	Officer Director	$0	$0	$0
CHRISTINA FLETCHER	1ST VICE CHAIR	0.25	Officer Director	$0	$0	$0
BOBBIE ABLE	TRUSTEE	0.25	Director	$0	$0	$0
LEON FITZPATRICK	TRUSTEE	0.25	Director	$0	$0	$0
REV STEPHEN LUTZ	TRUSTEE	0.25	Director	$0	$0	$0
JULI GUY	TRUSTEE	0.25	Director	$0	$0	$0
MARILYN FORD	TRUSTEE	0.25	Director	$0	$0	$0
JEFF MIRES	TRUSTEE	0.25	Director	$0	$0	$0
MATTHEW GARROW	TRUSTEE	0.25	Director	$0	$0	$0
CHARLES CAMPBELL	SECRETARY	0.25	Officer Director	$0	$0	$0
TIM SCHUMM	TREASURER	0.25	Officer Director	$0	$0	$0
CHARLES WINTERS	CHAIRMAN	0.25	Officer Director	$0	$0	$0
BECKY STEWART	TRUSTEE	0.25	Director	$0	$0	$0
CHESTER TRAIL	TRUSTEE	0.25	Director	$0	$0	$0
KATHLEEN WINTERS	TRUSTEE	0.25	Director	$0	$0	$0
JEFFERY SCHWARTZ	TRUSTEE	0.25	Director	$0	$0	$0
TERRI RODRIGUEZ	CEO	1.00	Officer	$149,149	$16,318	$165,467
KEN RICHMOND	DIRECTOR OF FINANCE	0.00	Officer	$87,452	$13,531	$100,983

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	$1,239,140	$1,158,448	$442,758	$80,692
2022	$1,191,017	$1,206,866	$523,755	$-15,849
2021	$1,193,176	$1,145,861	$392,466	$47,315
2020	$864,467	$757,397	$426,351	$107,070
2019	$197,085	$119,019	$199,158	$78,066

LUTHERAN MINISTRIES OF MERCY INC