Trinity Lutheran Foundation (EIN 481019703) - 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

1986

Legal Domicile

Phone

9134325441

Tax Period

2024-01-01 to 2024-12-31

Trinity Lutheran Foundation, founded in 1986, is a micro nonprofit that reported $85K in total revenue in fiscal year 2024. Revenue fell 24% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $58K, a strong 68% operating margin.

Mission

To aid Trinity Evangelical Lutheran Church in reaching its goals as provided by the benefactors in their bequests and provide aid to other missions and charitable causes

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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 (2024)

Revenue Breakdown

Contributions & Grants $9,350

Program Service Revenue $0

Investment Income $75,200

Other Revenue $0

TOTAL REVENUE $84,550

Expense Breakdown

Grants Paid $17,515

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $9,271

TOTAL EXPENSES $26,786

Year-over-Year Comparison

	2024	2023	Change
Revenue	$84,550	$111,573	-0.2%
Expenses	$26,786	$65,595	-0.6%
Net Income	$57,764	$45,978	+0.3%

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
Denny Hixson	Vice President	001.00	Officer Director	$0	$0	$0
Suzanne Cox	Member At Large	001.00	Director	$0	$0	$0
Bill Guerry	Secretary/Director	002.00	Officer Director	$0	$0	$0
James Joseph Miles	President	002.00	Officer Director	$0	$0	$0
Erin Beech	Treasurer	002.00	Officer	$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
2024	$84,550	$26,786	$1,494,235	$57,764
2023	$111,573	$65,595	$1,463,998	$45,978
2022	$56,645	$36,997	$1,202,775	$19,648
2021	$185,924	$41,746	$1,464,026	$144,178
2020	$120,121	$113,530	$1,206,985	$6,591
2019	$199,501	$275,161	$1,293,290	$-75,660
2018	$315,557	$121,452	$1,239,685	$194,105

Trinity Lutheran Foundation