ST MATTHEW LUTHERAN CHURCH FOUNDATION INC (EIN 930934866) - 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

1986

Legal Domicile

Principal Officer

ALAN BAUCK

Phone

5036449148

Tax Period

2024-01-01 to 2024-12-31

ST MATTHEW LUTHERAN CHURCH FOUNDATION INC, founded in 1986, is a micro nonprofit that reported $95K in total revenue in fiscal year 2024. Revenue surged 145% from the prior year, signaling strong growth momentum. The organization ran a surplus of $34K, a strong 35% operating margin.

Mission

TO SUPPORT CHARITABLE MINISTRIES OF ST. MATTHEW LUTHERAN CHURCH, AND TO PROVIDE HIGHER EDUCATION SCHOLARSHIPS FOR GRADUATION HIGH SCHOOL SENIORS AND POST GRADUATES WHO ARE MEMBERS OF ST MATTHEW LUTHERAN CHURCH.

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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 $5,971

Program Service Revenue $0

Investment Income $89,378

Other Revenue $0

TOTAL REVENUE $95,349

Expense Breakdown

Grants Paid $45,202

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $45,202

Other Expenses $16,605

TOTAL EXPENSES $61,807

Year-over-Year Comparison

	2024	2023	Change
Revenue	$95,349	$38,972	+1.4%
Expenses	$61,807	$98,947	-0.4%
Net Income	$33,542	$-59,975	-1.6%

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

N/A

Independent Members

Employees

N/A

Volunteers

N/A

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	Role	Reportable Comp	Other Comp	Total
PATRICIA FIELDS	DIRECTOR	Director	$0	$0	$0
JAMES MOEHLING	DIRECTOR	Director	$0	$0	$0
JOHN WALLNER	DIRECTOR	Director	$0	$0	$0
ALAN BAUCK	PRESIDENT	Officer Director	$0	$0	$0
JOCELYN BAUCK	TREASURER	Officer Director	$0	$0	$0
SUSAN MYRE	VICE PRESIDENT	Officer Director	$0	$0	$0
BARBARA MYSHAK	SECRETARY	Officer 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	$95,349	$61,807	$1,490,669	$33,542
2023	$38,972	$98,947	$1,457,127	$-59,975
2022	$357,832	$75,018	$1,517,102	$282,814
2021	$100,965	$82,514	$1,234,288	$18,451
2020	$393,053	$50,118	$1,215,837	$342,935
2019	$132,215	$61,270	$872,902	$70,945
2018	$29,496	$40,158	$801,957	$-10,662

ST MATTHEW LUTHERAN CHURCH FOUNDATION INC