LUTHERAN SERVICES FLORIDA INC (EIN 592198911) - 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

1982

Legal Domicile

Principal Officer

MICHAEL P CARROLL

Phone

8138751408

Tax Period

2024-07-01 to 2025-06-30

LUTHERAN SERVICES FLORIDA INC, founded in 1982, is a major nonprofit in the Human Services sector that reported $443.7M in total revenue in fiscal year 2024.

Mission

LUTHERAN SERVICES FLORIDA HELPS COMMUNITIES BUILD HEALTHIER, HAPPIER, AND HOPE-FILLED TOMORROWS BY IMPACTING THE LIVES OF 1 IN 50 FLORIDIANS THROUGH VARIOUS SERVICES OFFERED ACROSS THE STATE.

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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 $440,893,730

Program Service Revenue $1,134,042

Investment Income $194,156

Other Revenue $1,436,990

TOTAL REVENUE $443,658,918

Expense Breakdown

Grants Paid $261,124,174

Salaries & Benefits $119,363,197

Fundraising Expenses $678,894

Program Expenses $426,570,724

Other Expenses $59,323,416

TOTAL EXPENSES $439,810,787

Year-over-Year Comparison

	2024	2023	Change
Revenue	$443,658,918	$425,064,660	+0.0%
Expenses	$439,810,787	$420,005,847	+0.0%
Net Income	$3,848,131	$5,058,813	-0.2%

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

2650

Volunteers

4254

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

$922,430

Total Directors

Key Employees

$1,414,556

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SUSAN SCROGGINS	CHAIR	2.00	Officer Director	$0	$0	$0
CHRISTINE FRANKLIN	VICE CHAIR	2.00	Officer Director	$0	$0	$0
DAN YOUNG	TREASURER	2.00	Officer Director	$0	$0	$0
ALONZO BATSON JR	SECRETARY	2.00	Officer Director	$0	$0	$0
FRED KRAEGEL	FORMER CHAIR	2.00	Director	$0	$0	$0
LORENZO COBIELLA	MEMBER	1.00	Director	$0	$0	$0
CHRISTOPHER DANFORD	MEMBER	1.00	Director	$0	$0	$0
JESSICA GORDON	MEMBER	1.00	Director	$0	$0	$0
MARK HECKLER	MEMBER	1.00	Director	$0	$0	$0
JAMES ROCKEY	EX-OFFICIO	1.00	Director	$0	$0	$0
THE REV PEDRO M SUAREZ	EX-OFFICIO	1.00	Director	$0	$0	$0
SAMUEL M SIPES	PRESIDENT AND CEO	45.00	Officer	$600,948	$53,871	$654,819
ROBERT J WYDRA JR	CFO	45.00	Officer	$213,317	$54,294	$267,611
CHRISTINE A CAUFFIELD	CEO & EXEC VP SAMH	45.00	Key Emp	$312,388	$18,115	$330,503
MICHAEL P CARROLL	CHIEF OPERATING OFFICER	45.00	Key Emp	$287,875	$18,350	$306,225
ROBERT BIALAS	EVP CHILDREN & HS SERV	45.00	Key Emp	$210,107	$53,840	$263,947
AMELIA FOX	CSO	45.00	Key Emp	$214,578	$46,662	$261,240
ROBERT W HALEY	EVP LEGAL & GEN COUNSEL	45.00	Key Emp	$213,660	$38,981	$252,641
LISA MAYROSE	EVP FAMILY FOCUS	45.00	Highest	$212,652	$15,626	$228,278
PHILIP HUBBELL	EXEC VP (THRU 10/2024)	45.00	Highest	$193,501	$26,870	$220,371
LISA GALBRAITH	CORPORATE CONTROLLER	45.00	Highest	$175,625	$4,884	$180,509
MARIE MASON	VICE PRESIDENT OPERATIONS	45.00	Highest	$169,520	$12,740	$182,260
SHELLEY S KATZ	CHIEF OPERATING OFFICER	45.00	Highest	$170,188	$13,866	$184,054

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	$443,658,918	$439,810,787	$134,027,425	$3,848,131
2024	$425,064,660	$420,005,847	$135,318,003	$5,058,813
2023	$376,870,837	$367,509,440	$106,639,966	$9,361,397
2022	$300,045,607	$298,848,679	$73,010,946	$1,196,928
2021	$262,246,427	$260,111,767	$56,683,445	$2,134,660
2021	$262,246,427	$260,111,767	$56,683,445	$2,134,660
2020	$248,542,813	$249,123,311	$49,551,723	$-580,498
2019	$242,644,159	$242,720,986	$51,706,909	$-76,827
2018	$218,524,160	$218,899,220	$39,973,440	$-375,060

LUTHERAN SERVICES FLORIDA INC