LUTHERAN SOCIAL SERVICES OF COLORADO (EIN 840775550) - 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

1948

Legal Domicile

Principal Officer

JAMES HORAN

Phone

3039223433

Tax Period

2023-07-01 to 2024-06-30

LUTHERAN SOCIAL SERVICES OF COLORADO, founded in 1948, is a mid-sized nonprofit that reported $35.5M in total revenue in fiscal year 2023. Revenue grew 15% year-over-year, indicating healthy expansion.

Mission

ROOTED IN THE VALUES OF KINDNESS, DIGNITY AND SOCIAL JUSTICE, LFSRM STRENGHTENS COMMUNITIES BY PROVIDING SUPPORT, GUIDANCE, AND RESOURCE COORDINATION TO INDIVIDUALS AND FAMILIES THROUGHOUT THE ROCKY MOUNTAIN REGION.

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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 $3,560,804

Program Service Revenue $32,002,235

Investment Income $49,429

Other Revenue $-80,653

TOTAL REVENUE $35,531,815

Expense Breakdown

Grants Paid $14,593,281

Salaries & Benefits $15,517,433

Fundraising Expenses $410,508

Program Expenses $31,965,581

Other Expenses $5,096,002

TOTAL EXPENSES $35,206,716

Year-over-Year Comparison

	2023	2022	Change
Revenue	$35,531,815	$30,865,039	+0.2%
Expenses	$35,206,716	$31,819,045	+0.1%
Net Income	$325,099	$-954,006	-1.3%

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

334

Volunteers

400

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

$605,861

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LORI ANN FUJIOKA KNUTSON	VICE CHAIR-BOARD DEVEL./BOARD CHAIR	2.00	Officer Director	$0	$0	$0
MARJORIE VERSEN	VICE CHAIR-FINANCE/BOARD CHAIR	1.00	Officer Director	$0	$0	$0
TOM BROOK	VICE CHAIR-FINANCE	1.00	Officer Director	$0	$0	$0
JEFF SOLOMONSON	VICE CHAIR-RESOURCE DEVELOPMENT	1.00	Officer Director	$0	$0	$0
ERIC STOLP	SECRETARY/VICE CHAIR-BOARD DEVEL.	1.00	Officer Director	$0	$0	$0
NGA VUONG-SANDOVAL	VICE CHAIR-PROGRAM SERVICES	1.00	Officer Director	$0	$0	$0
MARIBEL ALVAREZ	DIRECTOR (THRU 12/2023)	0.50	Director	$0	$0	$0
CONSTANTINO CRUZ	DIRECTOR	0.50	Director	$0	$0	$0
JOE DESJARDIN	DIRECTOR	0.50	Director	$0	$0	$0
PASTOR NICOLE FERRY	DIRECTOR	0.50	Director	$0	$0	$0
CAROL GARRINGTON	DIRECTOR (THRU 12/2023)	0.50	Director	$0	$0	$0
AMY JOHNSON	DIRECTOR	0.50	Director	$0	$0	$0
JULIE MCNITT	DIRECTOR	0.50	Director	$0	$0	$0
MARY JOE MICHELS	DIRECTOR	0.50	Director	$0	$0	$0
MARGARITA REYES	DIRECTOR	0.50	Director	$0	$0	$0
FRANK VIRGINIA	DIRECTOR	0.50	Director	$0	$0	$0
PETER WHITMORE	DIRECTOR	0.50	Director	$0	$0	$0
JAMES HORAN	CEO/PRESIDENT	40.00	Officer	$182,319	$8,280	$190,599
BRIAN BRANT	SENIOR VICE PRESIDENT OF PROGRAMS	40.00	Officer	$140,700	$6,367	$147,067
JULIE TURCK	VP-FINANCE & ADMINISTRATION	40.00	Officer	$131,406	$8,280	$139,686
MARGO HATTON	VP-RESOURCE DEVELOPMENT	40.00	Officer	$120,763	$7,746	$128,509
DAMIR BASIC	DIVISION DIRECTOR OF REFUGEE & ASYLEE PROGRAMS	40.00	Highest	$116,011	$8,280	$124,291
MATTHEW MAUGHON	DIRECTOR OF OPERATIONS	40.00	Highest	$106,530	$16,146	$122,676

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	$35,531,815	$35,206,716	$11,231,554	$325,099
2023	$30,865,039	$31,819,045	$10,760,858	$-954,006
2022	$24,812,316	$23,962,867	$7,162,135	$849,449
2021	$15,365,278	$14,455,172	$5,962,454	$910,106
2020	$13,536,575	$13,337,555	$5,552,085	$199,020
2019	$13,427,291	$13,367,119	$4,246,026	$60,172

LUTHERAN SOCIAL SERVICES OF COLORADO