LUTHERAN SOCIAL SERVICES FOUNDATION OF SOUTHERN CALIFORNIA (EIN 931007427) - 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

1989

Legal Domicile

Principal Officer

LASHARNDA BECKWITH

Phone

7144593034

Tax Period

2022-07-01 to 2023-06-30

LUTHERAN SOCIAL SERVICES FOUNDATION OF SOUTHERN CALIFORNIA, founded in 1989, is a micro nonprofit in the Human Services sector that reported $30K in total revenue in fiscal year 2022. Revenue surged 24% from the prior year, signaling strong growth momentum. The organization ran a surplus of $14K, a strong 45% operating margin.

Mission

TO DEVELOP, ENCOURAGE, SOLICIT ONGOING FINANCIAL SUPPORT FOR LUTHERAN SOCIAL SERVICES OF SOUTHERN CALIFORNIA.

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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 (2022)

Revenue Breakdown

Contributions & Grants $1,000

Program Service Revenue $0

Investment Income $29,451

Other Revenue $0

TOTAL REVENUE $30,451

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $16,817

TOTAL EXPENSES $16,817

Year-over-Year Comparison

	2022	2021	Change
Revenue	$30,451	$24,608	+0.2%
Expenses	$16,817	$20,668	-0.2%
Net Income	$13,634	$3,940	+2.5%

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

$390,084

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TERRY PAULSON	BOARD CHAIR	1.00	Director	$0	$0	$0
TAIWO ANDE	BOARD MEMBER	1.00	Director	$0	$0	$0
BISHOP BRENDA BOS	BOARD MEMBER	1.00	Director	$0	$0	$0
BRUCE DANNEMEYER	BOARD MEMBER	1.00	Director	$0	$0	$0
RICK DAVIS	TREASURER	1.00	Director	$0	$0	$0
REX EVANS	BOARD MEMBER	1.00	Director	$0	$0	$0
KYLE FRYLING	BOARD MEMBER	1.00	Director	$0	$0	$0
REV DR MICHAEL GIBSON	BOARD MEMBER	1.00	Director	$0	$0	$0
REV NADER HANNA	BOARD MEMBER	1.00	Director	$0	$0	$0
STEPHEN HELPER	BOARD MEMBER	1.00	Director	$0	$0	$0
ALLISON HERALD	BOARD MEMBER	1.00	Director	$0	$0	$0
ATHENA JONES	BOARD MEMBER	1.00	Director	$0	$0	$0
SUSAN KROEGER	BOARD MEMBER	1.00	Director	$0	$0	$0
REV SCOTTIE LLOYD	BOARD MEMBER	1.00	Director	$0	$0	$0
ANDREW MANSMANN	VICE CHAIR	1.00	Director	$0	$0	$0
BISHOP DAVID NAGLER	BOARD MEMBER	1.00	Director	$0	$0	$0
REV SHARON M RUFF RICHTER	INTERIM SECRETARY	1.00	Director	$0	$0	$0
BISHOP ANDREW TAYLOR	BOARD MEMBER	1.00	Director	$0	$0	$0
VICTORIA VILLA	BOARD MEMBER	1.00	Director	$0	$0	$0
DR LASHARNDA BECKWITH	PRESIDENT & CEO	1.00	Officer	$0	$12,340	$241,871
LAURA GUTIERREZ	EXEC. VP, CHIEF FINANCIAL OFFICER	1.00	Officer	$0	$12,587	$148,213
LORI BUTLER	CHIEF FUND DEVELOPMENT & MARKETING OFFICER	1.00	Highest	$0	$10,666	$153,826
TIFFANY MITCHELL	EXEC VP, CHIEF OPERATING OFFICER	1.00	Highest	$0	$10,407	$172,586
MARIA DILLION-OWENS	EXEC VP, CHIEF HUMAN RESOU	1.00	Highest	$0	$226	$152,236
GIA HAMILTON	EXEC VP, CHIEF PROGRAMS OF	1.00	Highest	$0	$7,090	$148,898
DARREN VERACRUZ	CHIEF COMPLIANCE OFFICER	1.00	Highest	$0	$9,752	$135,659

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	No data	No data	No data	No data
2023	$30,451	$16,817	$1,877,328	$13,634
2022	$24,608	$20,668	$1,822,199	$3,940
2021	$45,903	$11,209	$1,975,549	$34,694
2020	$1,131,805	$948,387	$1,806,069	$183,418
2019	$80,317	$19,405	$2,018,296	$60,912
2018	$70,318	$275,423	$1,933,724	$-205,105

LUTHERAN SOCIAL SERVICES FOUNDATION OF SOUTHERN CALIFORNIA