ST PAUL'S LUTHERAN FOUNDATION (EIN 470662072) - 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

Principal Officer

WAYNE M SCHULZ

Phone

4022233598

Tax Period

2025-01-01 to 2025-12-31

ST PAUL'S LUTHERAN FOUNDATION is a micro nonprofit that reported $28K in total revenue in fiscal year 2025. Revenue fell 24% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $28K, a strong 100% operating margin.

Mission

DIRECT SUPPORT OF RELIGIOUS ORGANIZATION - ST. PAUL'S LUTHERAN CHURCH

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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 (2025)

Revenue Breakdown

Contributions & Grants $1,000

Program Service Revenue $0

Investment Income $26,980

Other Revenue $0

TOTAL REVENUE $27,980

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $30

Other Expenses $30

TOTAL EXPENSES $30

Year-over-Year Comparison

	2025	2024	Change
Revenue	$27,980	$36,609	-0.2%
Expenses	$30	$32,592	-1.0%
Net Income	$27,950	$4,017	+6.0%

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

N/A

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
RODNEY ADEN	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD A SCHEVE	CHAIRMAN	2.00	Officer Director	$0	$0	$0
PHYLLIS SCHMIDT	SECRETARY	2.00	Officer Director	$0	$0	$0
WAYNE M SCHULZ	TREASURER	2.00	Officer Director	$0	$0	$0
GARY SWANSON	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	$27,980	$30	$663,546	$27,950
2024	No data	No data	No data	No data
2023	$19,622	$52,843	$631,579	$-33,221
2022	$14,747	No data	$664,800	No data
2021	$17,457	$9,545	$650,053	$7,912
2020	$18,145	No data	$642,141	No data
2019	$134,398	$18,411	$623,996	$115,987
2018	$13,941	$14,123	$508,009	$-182

ST PAUL'S LUTHERAN FOUNDATION