THE CARROLL LUTHERAN SCHOOL INC (EIN 522120814) - 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

1998

Legal Domicile

Principal Officer

STEVEN M FINDEISEN

Phone

4108481050

Tax Period

2023-07-01 to 2024-06-30

THE CARROLL LUTHERAN SCHOOL INC, founded in 1998, is a community nonprofit in the Recreation & Sports sector that reported $1.2M in total revenue in fiscal year 2023. Revenue decreased 12% compared to the prior year.

Mission

PROVIDE QUALITY EDUCATION IN A LUTHERAN ENVIRONMENT FOR KINDERGARTEN THROUGH EIGHTH GRADE.

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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 $368,981

Program Service Revenue $761,476

Investment Income $19,396

Other Revenue $50,017

TOTAL REVENUE $1,199,870

Expense Breakdown

Grants Paid $0

Salaries & Benefits $846,079

Fundraising Expenses $48,462

Program Expenses $1,042,721

Other Expenses $407,551

TOTAL EXPENSES $1,253,630

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,199,870	$1,369,193	-0.1%
Expenses	$1,253,630	$1,360,186	-0.1%
Net Income	$-53,760	$9,007	-7.0%

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

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

$70,456

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AMANDA GILBART	PRINCIPAL	40.00	Officer	$68,404	$2,052	$70,456
STEVEN M FINDEISEN	PRESIDENT	6.00	Officer Director	$0	$0	$0
MOLLY POLLASCH	VICE PRESIDENT	3.00	Officer Director	$0	$0	$0
DAWN MCFADDEN	SECRETARY	3.00	Officer Director	$0	$0	$0
PASTOR CHARLIE MARSHALL	TREASURER	3.00	Officer Director	$0	$0	$0
SANDY BABER	TRUSTEE	1.00	Director	$0	$0	$0
BARB CROFT	TRUSTEE	1.00	Director	$0	$0	$0
REV MELISSA HELFER	TRUSTEE	1.00	Director	$0	$0	$0
DAVE KULOW	TRUSTEE	1.00	Director	$0	$0	$0
JOHN OLSH	TRUSTEE	1.00	Director	$0	$0	$0
GENNY RESCH	TRUSTEE	1.00	Director	$0	$0	$0
ERROL SMITH	TRUSTEE	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	$1,199,870	$1,253,630	$2,554,344	$-53,760
2023	$1,369,193	$1,360,186	$2,687,517	$9,007
2022	$1,232,919	$1,239,805	$2,788,039	$-6,886
2021	$1,177,686	$1,083,499	$2,875,608	$94,187
2020	$753,027	$992,396	$2,661,538	$-239,369
2019	$598,266	$920,772	$2,749,229	$-322,506

THE CARROLL LUTHERAN SCHOOL INC