CATHOLIC CHARITIES WEST MICHIGAN (EIN 383012473) - 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

2006

Legal Domicile

Principal Officer

DAVID BELLAMY

Phone

6162430491

Tax Period

2023-10-01 to 2024-09-30

CATHOLIC CHARITIES WEST MICHIGAN, founded in 2006, is a mid-sized nonprofit that reported $18.1M in total revenue in fiscal year 2023.

Mission

SINCE 1946, CATHOLIC CHARITIES WEST MICHIGAN HAS BEEN PROVIDING SERVICES TO THE MOST VULNERABLE POPULATION.

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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 $4,381,077

Program Service Revenue $13,600,926

Investment Income $154,546

Other Revenue $-2,942

TOTAL REVENUE $18,133,607

Expense Breakdown

Grants Paid $1,650,578

Salaries & Benefits $12,391,404

Fundraising Expenses $386,249

Program Expenses $14,990,269

Other Expenses $4,018,686

TOTAL EXPENSES $18,060,668

Year-over-Year Comparison

	2023	2022	Change
Revenue	$18,133,607	$18,580,154	0.0%
Expenses	$18,060,668	$18,183,655	0.0%
Net Income	$72,939	$396,499	-0.8%

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

301

Volunteers

742

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

$328,064

Total Directors

Key Employees

$166,161

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAN LUPO	CHAIR	2.00	Officer Director	$0	$0	$0
GREGORY GUEST	VICE CHAIR	2.00	Officer Director	$0	$0	$0
JONATHAN GAVIN	TREASURER	1.00	Officer Director	$0	$0	$0
MICHAEL NALTNER	SECRETARY	1.00	Officer Director	$0	$0	$0
MATT TATE	MEMBER	1.00	Director	$0	$0	$0
KRISTI NAGENGAST	MEMBER	1.00	Director	$0	$0	$0
LISA WOLF	MEMBER	1.00	Director	$0	$0	$0
SUSAN GRIFFITH	MEMBER	1.00	Director	$0	$0	$0
MATTHEW BRYANT	MEMBER	1.00	Director	$0	$0	$0
JACK HOEDEMAN	MEMBER	1.00	Director	$0	$0	$0
TOM CHRISTY	MEMBER	1.00	Director	$0	$0	$0
JIM HUDSON	MEMBER	1.00	Director	$0	$0	$0
BOB POLCHOW	MEMBER	1.00	Director	$0	$0	$0
CHRISTINE WEIS	MEMBER	1.00	Director	$0	$0	$0
CONNOR DOYLE	MEMBER	1.00	Director	$0	$0	$0
MARIA YOUNG	MEMBER	1.00	Director	$0	$0	$0
DAVID BELLAMY	CEO	40.00	Officer	$165,786	$21,775	$187,561
FRED WEZEMAN	DIRECTOR OF FINANCE TO 5/2023	40.00	Officer	$35,017	$8,091	$43,108
TERRY TOLLAS	DIRECTOR OF FINANCE EFF. 07/2023	40.00	Officer	$97,192	$203	$97,395
LAURA PLOOF	CHIEF ADMINISTRATIVE OFFIC	40.00	Key Emp	$157,783	$8,378	$166,161
LETICIA PITTMAN	DIRECTOR OF CHILD WELFARE	40.00	Highest	$109,336	$22,606	$131,942

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	$18,133,607	$18,060,668	$15,632,347	$72,939
2023	$18,580,154	$18,183,655	$14,757,541	$396,499
2022	$17,504,657	$17,533,729	$13,191,368	$-29,072
2021	$21,603,747	$19,510,899	$13,577,921	$2,092,848
2020	$17,985,866	$19,546,974	$13,001,483	$-1,561,108
2019	$19,254,472	$18,891,328	$8,726,283	$363,144
2018	$17,743,943	$17,733,403	$8,351,851	$10,540

CATHOLIC CHARITIES WEST MICHIGAN