LUTHERAN FAMILY SERVICES OF VIRGINIA INC DBA ENCIRCLE (EIN 541222012) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1982

Legal Domicile

Principal Officer

AUSTIN SACHS

Phone

5407747100

Tax Period

2024-07-01 to 2025-06-30

Lutheran Family Services of Virginia Inc, founded in 1982, is a mid-sized nonprofit in the Human Services sector that reported $34.9M in total revenue in fiscal year 2017.

Mission

AT ENCIRCLE, WE ARE GUIDED BY OUR VISION THAT ALL PEOPLE IN OUR COMMUNITIES WILL RECEIVE THE SUPPORT THEY NEED TO LIVE ABUNDANT LIVES. OUR MORE THAN 600 STAFF AND CAREGIVERS SUPPORT CHILDREN, ADULTS AND FAMILIES, AND OUR SERVICES ARE OPEN TO ALL.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $712,945

Program Service Revenue $59,109,754

Investment Income $39,692

Other Revenue $5,427

TOTAL REVENUE $59,867,818

Expense Breakdown

Grants Paid $0

Salaries & Benefits $30,560,778

Fundraising Expenses $326,691

Program Expenses $55,434,576

Other Expenses $32,123,834

TOTAL EXPENSES $62,684,612

Year-over-Year Comparison

	2024	2023	Change
Revenue	$59,867,818	$56,403,157	+0.1%
Expenses	$62,684,612	$58,091,936	+0.1%
Net Income	$-2,816,794	$-1,688,779	+0.7%

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

606

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

$1,091,903

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
REV RICHARD GOERES	CHAIR	45.00	Officer Director	$0	$0	$0
MR GEORGE MARGET III	VICE CHAIR	2.00	Officer Director	$0	$0	$0
MS LISA ALDERMAN	TREASURER	2.00	Officer Director	$0	$0	$0
MR CHAUNCEY STRONG	SECRETARY	2.00	Officer Director	$0	$0	$0
MR CLAY ARTHUR	DIRECTOR	2.00	Director	$0	$0	$0
REV CHRISTOPHER CARR	DIRECTOR	2.00	Director	$0	$0	$0
DR WANDA FISHER	DIRECTOR	2.00	Director	$0	$0	$0
MR MALCOLM JAMES	DIRECTOR	2.00	Director	$0	$0	$0
MS HELEN KECK	DIRECTOR	2.00	Director	$0	$0	$0
REV DAVID DREBES	DIRECTOR	2.00	Director	$0	$0	$0
BISHOP PHYLLIS MILTON	DIRECTOR	2.00	Director	$0	$0	$0
MS CHRISTINA O'NEILL	DIRECTOR	2.00	Director	$0	$0	$0
MR STEPHEN SIKKEMA	DIRECTOR	2.00	Director	$0	$0	$0
MR BRUCE SWANSON	DIRECTOR	2.00	Director	$0	$0	$0
MS HEERA SIMON	DIRECTOR	2.00	Director	$0	$0	$0
RAYMOND RATKE	CEO	45.00	Officer	$315,318	$47,291	$362,609
TRESHA LAFON	CHIEF OPERATING OFFICER	45.00	Officer	$201,418	$8,057	$209,475
MARGARET NIMMO	CHIEF STRATEGY OFFICER	45.00	Officer	$211,551	$16,574	$228,125
MATTHEW GRACZYK	CHIEF CULTURE OFFICER	45.00	Officer	$175,062	$23,308	$198,370
AUSTIN SACHS	CONTROLLER	45.00	Officer	$85,262	$8,062	$93,324
DAVID A PRUETT	CHIEF FINANCIAL OFFICER	45.00		$137,283	$11,756	$149,039
JO ANN CAIN	CHIEF FINANCIAL OFFICER	45.00		$227,967	$11,823	$239,790

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	$59,867,818	$62,684,612	$22,537,051	$-2,816,794
2024	$56,403,157	$58,091,936	$25,344,929	$-1,688,779
2023	$52,762,590	$51,742,989	$25,938,012	$1,019,601
2022	$43,530,155	$43,250,997	$20,882,816	$279,158
2021	$39,175,791	$38,068,086	$21,862,417	$1,107,705
2020	$39,332,196	$35,885,763	$19,703,752	$3,446,433
2019	$36,194,061	$36,376,933	$17,765,370	$-182,872
2018	$34,898,994	$35,414,522	$18,465,272	$-515,528

LUTHERAN FAMILY SERVICES OF VIRGINIA INC DBA ENCIRCLE