CALVARY LUTHERAN FOUNDATION INC (EIN 470723949) - 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

1981

Legal Domicile

Principal Officer

JEFF SMITH

Phone

4025806847

Tax Period

2025-01-01 to 2025-12-31

CALVARY LUTHERAN FOUNDATION INC, founded in 1981, is a micro nonprofit that reported $19K in total revenue in fiscal year 2025. Revenue fell 125% from the prior year — a significant decline worth monitoring.

Mission

TO PROVIDE SUPPORT FOR CALVARY LUTHERAN CHURCH IN LINCOLN, NE AND LOCAL CHRISTIAN MINISTRIES.

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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 $11,404

Program Service Revenue $0

Investment Income $10,800

Other Revenue $-40,859

TOTAL REVENUE $-18,655

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $43,633

Other Expenses $43,633

TOTAL EXPENSES $43,633

Year-over-Year Comparison

	2025	2024	Change
Revenue	$-18,655	$75,577	-1.2%
Expenses	$43,633	$3,396	+11.8%
Net Income	$-62,288	$72,181	-1.9%

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

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
JEFF BENNE	DIRECTOR- AS	N/A	Director	$0	$0	$0
ARNETTE GARRIS	DIRECTOR-AS	N/A	Director	$0	$0	$0
NEIL LUNZMANN	SECRETARY- A	N/A	Officer Director	$0	$0	$0
CHRIS MYERS	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
KIRBY REARDON	DIRECTOR - A	N/A	Director	$0	$0	$0
JIM SCHULZ	DIRECTOR- AS	N/A	Director	$0	$0	$0
JEFF SMITH	PRESIDENT- A	N/A	Officer Director	$0	$0	$0
KENT STILES	DIRECTOR- AS	N/A	Director	$0	$0	$0
FIRST NEBRASKA TRUST COMPANY	TRUSTEE- AS	N/A		$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	$-18,655	$43,633	$501,945	$-62,288
2024	$75,577	$3,396	$564,233	$72,181
2023	$-17,371	$2,860	$492,052	$-20,231
2022	$-699	$7,570	$512,283	$-8,269
2021	$23,063	$19,318	$520,552	$3,745
2020	$15,333	$24,000	$516,807	$-8,667
2019	$21,513	$25,827	$525,474	$-4,314
2018	$1,432	$3,558	$529,788	$-2,126

CALVARY LUTHERAN FOUNDATION INC