LEGACY CHM (EIN 381357994) - 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

1922

Legal Domicile

Principal Officer

ANDREW STEIN

Phone

3137455423

Tax Period

2023-01-01 to 2023-12-31

LEGACY CHM, founded in 1922, is a small nonprofit in the Health Care sector that reported $165K in total revenue in fiscal year 2023. Revenue fell 46% from the prior year — a significant decline worth monitoring.

Mission

RECEIPT OF CHARITABLE FUNDS TO SUPPORT AND IMPROVE THE HEALTH AND WELL-BEING OF CHILDREN BY SUPPORTING THE CHILDREN'S HOSPITAL OF MICHIGAN FOUNDATION DBA THE CHILDREN'S FOUNDATION.

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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 $164,589

Program Service Revenue $0

Investment Income $665

Other Revenue $0

TOTAL REVENUE $165,254

Expense Breakdown

Grants Paid $164,589

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $164,589

Other Expenses $15,596

TOTAL EXPENSES $180,185

Year-over-Year Comparison

	2023	2022	Change
Revenue	$165,254	$307,568	-0.5%
Expenses	$180,185	$326,926	-0.4%
Net Income	$-14,931	$-19,358	-0.2%

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

$463,905

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LUANNE THOMAS EWALD	CHAIR	1.00	Officer Director	$0	$0	$0
FRED MINTURN	VICE-CHAIR/TREASURER	1.00	Officer Director	$0	$0	$0
MICHAEL BEN	TRUSTEE	1.00	Director	$0	$0	$0
ANDREW STEIN	PRESIDENT AND CEO	1.00	Officer	$0	$31,571	$354,182
TRACY EPPLER	ASSISTANT SECRETARY	1.00	Officer	$0	$5,406	$109,723

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	No data	No data	No data	No data
2023	$165,254	$180,185	$80,989	$-14,931
2022	$307,568	$326,926	$74,480	$-19,358
2021	$206,193	$184,050	$24,668	$22,143
2020	$552,613	$571,336	$52,297	$-18,723
2019	$1,010,738	$1,024,183	$121,132	$-13,445
2018	$432,367	$420,059	$195,113	$12,308

LEGACY CHM