LUTHERAN CARE FOR THE AGING (EIN 941507096) - 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

1963

Legal Domicile

Principal Officer

Natalie Myers

Phone

9165178432

Tax Period

2025-01-01 to 2025-12-31

LUTHERAN CARE FOR THE AGING, founded in 1963, is a small nonprofit that reported $554K in total revenue in fiscal year 2025. Revenue surged 324% from the prior year, signaling strong growth momentum.

Mission

To provide low income housing & support for elderly individuals along with other housing needs for the economically disadvantaged.

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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 (2025)

Revenue Breakdown

Contributions & Grants $552,338

Program Service Revenue $0

Investment Income $2,024

Other Revenue $0

TOTAL REVENUE $554,362

Expense Breakdown

Grants Paid $572,045

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $572,045

Other Expenses $1,953

TOTAL EXPENSES $573,998

Year-over-Year Comparison

	2025	2024	Change
Revenue	$554,362	$130,713	+3.2%
Expenses	$573,998	$613,551	-0.1%
Net Income	$-19,636	$-482,838	-1.0%

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
Duane Pellervo	Secretary	1.00	Director	$0	$0	$0
Ted Zimmerman	Representative At Large	1.00	Director	$0	$0	$0
Vicky Proehl	Representative At Large	1.00	Director	$0	$0	$0
Jeff Berry	President	1.00	Officer	$0	$0	$0
Wendy Kinstler	Vice President	1.00	Officer	$0	$0	$0
Natalie Myers	Treasurer	1.00	Officer	$0	$0	$0
Brion Beetz	Representative At Large	1.00	Director	$0	$0	$0
Brad Kinstler	Representative At Large	1.00	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
2025	$554,362	$573,998	$647,576	$-19,636
2024	No data	No data	No data	No data
2023	$257,906	$555,475	$633,317	$-297,569
2022	$132,013	$607,669	$930,886	$-475,656
2021	$262,319	$578,226	$1,426,775	$-315,907
2020	$117,149	$485,615	$1,742,682	$-368,466
2019	$33,036	$480,956	$2,033,851	$-447,920
2018	$27,834	$421,579	$2,229,422	$-393,745

LUTHERAN CARE FOR THE AGING