ST STEPHENS LUTHERAN CHURCH CHARITABLE FOUNDATION (EIN 562258839) - 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

2001

Legal Domicile

Phone

8282569865

Tax Period

2023-01-01 to 2023-12-31

ST STEPHENS LUTHERAN CHURCH CHARITABLE FOUNDATION, founded in 2001, is a micro nonprofit in the Religion sector that reported $73K in total revenue in fiscal year 2023. Revenue surged 35% from the prior year, signaling strong growth momentum. The organization ran a surplus of $13K, a strong 18% operating margin.

Mission

SUPPORT CHURCH AND SCHOOL

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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 $27,016

Program Service Revenue $0

Investment Income $54,178

Other Revenue $-8,172

TOTAL REVENUE $73,022

Expense Breakdown

Grants Paid $55,462

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $55,462

Other Expenses $4,357

TOTAL EXPENSES $59,819

Year-over-Year Comparison

	2023	2022	Change
Revenue	$73,022	$54,285	+0.3%
Expenses	$59,819	$53,710	+0.1%
Net Income	$13,203	$575	+22.0%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TERRY HOLLAR	CHAIRMAN/PRESIDENT	2.00	Officer Director	$0	$0	$0
JOHN NYE	MEMBER OF BOARD	2.00	Director	$0	$0	$0
TIMOTHY BECKER	TREASURER/VICE CHAIRMAN	2.00	Officer Director	$0	$0	$0
LARRY BOWMAN	SECRETARY	2.00	Officer Director	$0	$0	$0
PAUL MILLER	MEMBER OF BOARD	2.00	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
2024	No data	No data	No data	No data
2023	$73,022	$59,819	$1,898,372	$13,203
2022	$54,285	$53,710	$1,728,517	$575
2021	$55,740	$54,178	$1,753,408	$1,562
2020	$243,305	$53,773	$1,715,640	$189,532
2019	$65,843	$51,300	$1,649,227	$14,543
2018	$63,310	$53,450	$1,490,114	$9,860

ST STEPHENS LUTHERAN CHURCH CHARITABLE FOUNDATION