COMMUNITY WEST FOUNDATION

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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

1997

Legal Domicile

Principal Officer

MARTIN J UHLE

Phone

4403607370

Tax Period

2024-01-01 to 2024-12-31

COMMUNITY WEST FOUNDATION, founded in 1997, is a mid-sized nonprofit in the Health Care sector that reported $14.3M in total revenue in fiscal year 2024. Revenue surged 39% from the prior year, signaling strong growth momentum. The organization ran a surplus of $5.7M, a strong 40% operating margin.

Mission

THE MISSION OF THE COMMUNITY WEST FOUNDATION IS TO ADVANCE THE HEALTH AND WELL BEING OF OUR COMMUNITY

Program Service Accomplishments

Program 1

Expenses: $7,164,705

THE FOUNDATION IS ORGANIZED TO ADVANCE THE HEALTH AND WELL BEING OF THE PEOPLE OF WESTERN GREATER CLEVELAND AND TO ASSIST AREA AGENCIES AND ORGANIZATIONS THAT CONTRIBUTE TO THOSE EFFORTS. IN...

THE FOUNDATION IS ORGANIZED TO ADVANCE THE HEALTH AND WELL BEING OF THE PEOPLE OF WESTERN GREATER CLEVELAND AND TO ASSIST AREA AGENCIES AND ORGANIZATIONS THAT CONTRIBUTE TO THOSE EFFORTS. IN CONNECTION THEREWITH, THE FOUNDATION HAS MADE VARIOUS GRANTS TO BOTH SECTION 501(C)(3) RELATED ORGANIZATIONS, AND VARIOUS TAX EXEMPT COMMUNITY AGENCIES AND ORGANIZATIONS LOCATED THROUGHOUT THE UNITED STATES.

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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 $3,422,105

Program Service Revenue $0

Investment Income $10,858,784

Other Revenue $30,599

TOTAL REVENUE $14,311,488

Expense Breakdown

Grants Paid $6,473,661

Salaries & Benefits $1,445,726

Fundraising Expenses $584,374

Program Expenses $7,164,705

Other Expenses $671,938

TOTAL EXPENSES $8,591,325

Year-over-Year Comparison

	2024	2023	Change
Revenue	$14,311,488	$10,268,164	+0.4%
Expenses	$8,591,325	$8,149,947	+0.1%
Net Income	$5,720,163	$2,118,217	+1.7%

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

104

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

$574,401

Total Directors

$345,228

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BACON MARK E	GRANTS COMMITTEE	1.20	Director	$0	$0	$0
BOBST PAMELA E	COMMUNITY ENGAGEMENT COMMI	0.60	Director	$0	$0	$0
BUEGLER REV DAVID	GRANTS COMMITTEE	1.00	Director	$0	$0	$0
COTTER DANIEL B	FINANCE COMMITTEE CHAIR	1.00	Director	$0	$0	$0
DEGRANDIS FRED M	COMMUNITY ENGAGEMENT COMMI	0.60	Director	$0	$0	$0
FANCHER REV JON M	COMMUNITY ENGAGEMENT COMMI	1.00	Director	$0	$0	$0
FOSTER VICKI B	GRANTS COMM. CHAIR	1.70	Director	$0	$0	$0
FRUCHEY MICHAEL W	COMMUNITY ENGAGEMENT COMM. CHAIR	1.30	Director	$0	$0	$0
HARRINGTON CHRISTOPHER BH	CHAIR OF THE BOARD	2.20	Officer Director	$0	$0	$0
HESSLER DAVID J	SEC./TREASURER/GRANTS COMM	1.30	Officer Director	$0	$0	$0
JACOBUS BARBARA	GRANTS COMMITTEE	1.20	Director	$0	$0	$0
KANNENBERG KAREN	COMMUNITY ENGAGEMENT COMMI	1.00	Director	$0	$0	$0
LAMB MD STEVEN A	COMMUNITY ENGAGEMENT COMMI	0.60	Director	$0	$0	$0
MCMAKEN AMY	BOARD VICE CHAIR/AUDIT COM. CHAIR	1.60	Officer Director	$0	$0	$0
MILLER GEORGE D	INVESTMENT & FINANCE COMMITTEE	1.20	Director	$0	$0	$0
MORITZ JEFFREY C	INVESTMENT COMM. CHAIR	1.30	Director	$0	$0	$0
OATEY WILLIAM R	GRANTS COMMITTEE	1.20	Director	$0	$0	$0
RAJ MD JOYESH	COMMUNITY ENGAGEMENT COMMI	0.30	Director	$0	$0	$0
ROMANELLO MICHAEL G	INVESTMENT COMMITTEE	0.40	Director	$0	$0	$0
UHLE MARTIN J	PRESIDENT AND CEO	45.00	Officer Director	$311,487	$33,741	$345,228
WARREN JR ROBERT	COMMUNITY ENGAGEMENT COMMI	0.60	Director	$0	$0	$0
ROTH DANIEL J	VICE PRESIDENT AND CFO	45.00	Officer	$198,096	$31,077	$229,173

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	$14,311,488	$8,591,325	$170,880,412	$5,720,163
2023	$10,268,164	$8,149,947	$156,706,579	$2,118,217
2022	$9,529,436	$8,754,048	$135,086,082	$775,388
2021	$16,551,362	$6,949,669	$167,698,411	$9,601,693
2020	$9,874,265	$6,684,627	$150,075,487	$3,189,638
2019	$9,873,185	$6,550,576	$132,110,091	$3,322,609
2018	$8,424,804	$5,247,342	$109,397,221	$3,177,462