THE MACOMB CHARITABLE FOUNDATION (EIN 383618892) - 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

1999

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

THE MACOMB CHARITABLE FOUNDATION, founded in 1999, is a small nonprofit in the Human Services sector that reported $429K in total revenue in fiscal year 2023. Revenue surged 25% from the prior year, signaling strong growth momentum.

Mission

THIS ORGANIZATIONS PRIMARY EXEMPT PURPOSE IS TO PROVIDE SUPPORT FOR UNDERPRIVILEGED CHILDREN AND THEIR FAMILIES

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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 $287,613

Program Service Revenue $0

Investment Income $6,560

Other Revenue $135,083

TOTAL REVENUE $429,256

Expense Breakdown

Grants Paid $384,478

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $384,478

Other Expenses $50,847

TOTAL EXPENSES $435,325

Year-over-Year Comparison

	2023	2022	Change
Revenue	$429,256	$342,350	+0.3%
Expenses	$435,325	$417,766	+0.0%
Net Income	$-6,069	$-75,416	-0.9%

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

N/A

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
MARIA GURACECH	BOARD MEMBER	5.00	Director	$0	$0	$0
JULIE STANDLICK	BOARD MEMBER	20.00	Director	$0	$0	$0
NATALEE KOWALSKI	BOARD MEMBER	5.00	Director	$0	$0	$0
LYNDSEY QUEENTRY	BOARD MEMBER	0.25	Director	$0	$0	$0
EMILY POLEY	BOARD MEMBER	5.00	Director	$0	$0	$0
FRANK HENKE ESQ	LEGAL COUNCIL	0.15	Director	$0	$0	$0
WAYNE OEHMKE	BOARD MEMBER	0.25	Director	$0	$0	$0
TRACEY KOWALSKI	BOARD MEMBER	18.00	Director	$0	$0	$0
JULIE WRIGHT	BOARD MEMBER	5.00	Director	$0	$0	$0
MICHELLE PENZIEN	PRESIDENT	30.00	Officer	$0	$0	$0
SUSAN SCHWARK	TREASURER	5.00	Officer	$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
2024	No data	No data	No data	No data
2023	$429,256	$435,325	$391,061	$-6,069
2022	$342,350	$417,766	$397,130	$-75,416
2021	$483,949	$367,432	$472,546	$116,517
2020	$317,591	$255,060	$356,029	$62,531

THE MACOMB CHARITABLE FOUNDATION