Civic Intelligence

Livingston County Catholic

EIN 38-2570420 • 501(c)3 • Howell, MI

Profile

To provide social services to individuals and families throughout livingston county

2020 E Grand River Ave Ste 104Howell, MI 48843

www.livingstoncatholiccharities.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

52nd percentile

0.08x

Higher debt load relative to assets than 52% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

48th percentile

0.07x

Higher debt load relative to revenue than 48% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

76th percentile

24%

Higher net margin than 76% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

84th percentile

29%

Faster asset growth than 84% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

80th percentile

37%

Faster revenue growth than 80% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$3,563,466

Up $795,699 (+29%) from 2023

Liabilities

Down

$280,213

Down $157,176 (-36%) from 2023

Net Assets

Up

$3,283,253

Up $952,875 (+41%) from 2023

Revenue

Up

$4,046,831

Up $1,089,918 (+37%) from 2023

Expenses

Up

$3,093,956

Up $99,930 (+3.3%) from 2023

Net Income

Up

$952,875

Up $989,988 (+2667%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $813,965Liabilities 2011: $105,521Net Assets 2011: $708,4442011Assets 2012: $892,573Liabilities 2012: $87,629Net Assets 2012: $804,9442012Assets 2013: $997,109Liabilities 2013: $96,084Net Assets 2013: $901,0252013Assets 2014: $1,118,347Liabilities 2014: $93,021Net Assets 2014: $1,025,3262014Assets 2015: $1,086,103Liabilities 2015: $101,087Net Assets 2015: $985,0162015Assets 2016: $1,072,127Liabilities 2016: $120,031Net Assets 2016: $952,0962016Assets 2017: $1,584,669Liabilities 2017: $72,345Net Assets 2017: $1,512,3242017Assets 2018: $1,758,749Liabilities 2018: $83,319Net Assets 2018: $1,675,4302018Assets 2019: $1,817,795Liabilities 2019: $101,935Net Assets 2019: $1,715,8602019Assets 2020: $1,990,762Liabilities 2020: $171,521Net Assets 2020: $1,819,2412020Assets 2021: $2,739,816Liabilities 2021: $119,428Net Assets 2021: $2,620,3882021Assets 2022: $2,479,837Liabilities 2022: $112,346Net Assets 2022: $2,367,4912022Assets 2023: $2,767,767Liabilities 2023: $437,389Net Assets 2023: $2,330,3782023Assets 2024: $3,563,466Liabilities 2024: $280,213Net Assets 2024: $3,283,2532024

Highlighted filing

2024

Assets$3,563,466
Liabilities$280,213
Net Assets$3,283,253

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $1,217,681Expenses 2011: $1,189,000Net Income 2011: $28,6812011Revenue 2012: $1,707,387Expenses 2012: $1,594,821Net Income 2012: $112,5662012Revenue 2013: $2,024,769Expenses 2013: $1,964,140Net Income 2013: $60,6292013Revenue 2014: $2,172,763Expenses 2014: $2,084,313Net Income 2014: $88,4502014Revenue 2015: $2,289,633Expenses 2015: $2,292,432Net Income 2015: -$2,7992015Revenue 2016: $2,401,912Expenses 2016: $2,424,066Net Income 2016: -$22,1542016Revenue 2017: $2,998,574Expenses 2017: $2,502,817Net Income 2017: $495,7572017Revenue 2018: $2,885,370Expenses 2018: $2,721,743Net Income 2018: $163,6272018Revenue 2019: $2,936,859Expenses 2019: $2,883,075Net Income 2019: $53,7842019Revenue 2020: $2,938,344Expenses 2020: $2,830,183Net Income 2020: $108,1612020Revenue 2021: $3,628,432Expenses 2021: $2,985,352Net Income 2021: $643,0802021Revenue 2022: $2,616,260Expenses 2022: $2,744,947Net Income 2022: -$128,6872022Revenue 2023: $2,956,913Expenses 2023: $2,994,026Net Income 2023: -$37,1132023Revenue 2024: $4,046,831Expenses 2024: $3,093,956Net Income 2024: $952,8752024

Highlighted filing

2024

Revenue$4,046,831
Expenses$3,093,956
Net Income$952,875

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.56$0.28$3.28$4.05$3.09$0.95
2023Detailed filing. Detailed filing data is available for this year.$2.77$0.44$2.33$2.96$2.99$0.04
2022Detailed filing. Detailed filing data is available for this year.$2.48$0.11$2.37$2.62$2.74$0.13
2021Detailed filing. Detailed filing data is available for this year.$2.74$0.12$2.62$3.63$2.99$0.64
2020Detailed filing. Detailed filing data is available for this year.$1.99$0.17$1.82$2.94$2.83$0.11
2019Detailed filing. Detailed filing data is available for this year.$1.82$0.10$1.72$2.94$2.88$0.05
2018Detailed filing. Detailed filing data is available for this year.$1.76$0.08$1.68$2.89$2.72$0.16
2017Detailed filing. Detailed filing data is available for this year.$1.58$0.07$1.51$3.00$2.50$0.50
2016Summary only. Only limited summary data is available for this year.$1.07$0.12$0.95$2.40$2.42$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.09$0.10$0.99$2.29$2.29$0.00
2014Detailed filing. Detailed filing data is available for this year.$1.12$0.09$1.03$2.17$2.08$0.09
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.00$0.10$0.90$2.02$1.96$0.06
2012Summary only. Only limited summary data is available for this year.$0.89$0.09$0.80$1.71$1.59$0.11
2011Summary only. Only limited summary data is available for this year.$0.81$0.11$0.71$1.22$1.19$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 15, 2025
Return Version
2023v6.0
Gross Receipts
$4,059,810
Mission and Program Overview

Mission

To provide social services to individuals and families throughout livingston county

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$7,319$1,542,314▲ $1,534,995
Investments in Publicly Traded Securities$732,033$770,197▲ $38,164
Cash and Non-Interest-Bearing Accounts$370,056$515,666▲ $145,610
Savings and Temporary Cash Investments$1,006,751$413,544▼ $593,207
Accounts Receivable$174,997$174,578▼ $419
Total Assets$2,767,767$3,563,466▲ $795,699
Other Assets Total$476,611$147,167▼ $329,444
Liabilities
Other Liabilities$397,642$252,686▼ $144,956
Accounts Payable and Accrued Expenses$39,747$27,527▼ $12,220
Total Liabilities$437,389$280,213▼ $157,176
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$903,235$2,422,923▲ $1,519,688
Net Assets With Donor Restrictions$1,427,143$860,330▼ $566,813
Total Net Assets Fund Balance$2,330,378$3,283,253▲ $952,875
Total Liabilities and Net Assets / Fund Balance$2,767,767$3,563,466▲ $795,699

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,500,844-$1,500,844
Equipment$41,470$87,674$129,144
Leasehold Improvements-$16,232$16,232

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$732,033$500▲ $41,424-$770,197
2023$702,855-▲ $32,889-$732,033
2022$830,244$400▼ $124,210-$702,855
2021$675,241$400▲ $158,067-$830,244
2020$700,402$400▼ $22,148-$675,241
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Adam PerryExec Direct-FT$79,988$79,988

Board Members and Trustees

NameTitle
Mary Burns-coralPresident
Ann BollinDirector
Annette StaleyDirector
Darcyne FoldenauerDirector
Devon RossDirector
Kevin MondlochDirector
Shannon ScherbaDirector
Deacon Devon WolfeClergy Rep
Sharon SmithClergy Rep
Aimee GodfreyEx-offio - D
Pastor Jeff BraggMember-at-la
Ron WeingartzRep-at-large
Michael SageRep.-at-larg
Thomas BeinditRep.-at-larg
David NantaisSecretary
Charlie AberasturiTreasurer
Heather AeschlimanVice-preside
Revenue and Support

Revenue Composition

Contributions and Grants
$1,632,146
Program Service Revenue
$2,224,767
Investment Income
$136,675
Other Revenue
$53,243
All Other Contributions
$1,611,896
Change in Net Assets
$952,875

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,046,831
Revenue Not Reported on Form 990
$12,979
Total Revenue per Audited Statements
$4,059,810
Total Revenue per Form 990
$4,046,831
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,959,586
Other Expenses$1,134,370
Total Fundraising Expense$139,427
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,310,888$39,991$83,316$1,434,195
Other Employee Benefits$170,325$7,822$11,069$189,216
Occupancy$144,243$2,585$4,672$151,500
Payroll Taxes$106,762$5,997$6,398$119,157
Pension Plan Contributions$102,126$4,439$6,608$113,173
Current Officers, Directors, Trustees, and Key Employees$57,115$41,538$5,192$103,845
All Other Expenses$68,602$4,244$10,493$83,339
Office Expenses$45,767$7,639$6,235$59,641
Travel$39,960$671$415$41,046
Insurance$28,678$303$1,271$30,252
Other Expenses$28,901$419$492$29,812
Conferences and Meetings$25,083$916$42$26,041
Fees for Services Accounting$15,043$167$668$15,878
Advertising$10,237$2,591$1,318$14,146
Depreciation Depletion$7,761$3,223-$10,984
Total Functional Expenses$2,829,491$125,038$139,427$3,093,956

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$3,106,935
Expenses per Audited Statements$3,093,956
Total Expenses per Form 990$3,093,956
Expenses Not Reported on Form 990$12,979
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$66,222
Fundraising Direct Expenses$12,979
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Anniversary Din$86,472$66,222$12,979$53,243
Total Events$86,472$66,222$12,979$53,243
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating Lease Liab.$144,567
Accrued Payroll$70,946
Compensated Absences$37,173
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 7A

The presiding bishop of the catholic diocese of lansing has final approval of all members of the board of directors of livingston county catholic charities.

Form 990, Page 6, Part VI, Line 7B

The presiding bishop of the catholic diocese of lansing has final approval over the following activities of livingston county catholic charities: 1. Hiring the executive director; 2. Changes to the by-laws; 3. Major purchases (investments and real estate); and 4. Acquisition of debt

Form 990, Page 6, Part VI, Line 11B

Draft copy provided to executive director and board treasurer, and any other board member who wishes to receive a copy of the draft for review purposes. Any changes and/or corrections needed are made prior to filing.

Form 990, Page 6, Part VI, Line 12C

The organization relies on the integrity of the board members to disclose any conflicts of interest. The executive director maintains awareness of operations and potential conflicts.

Form 990, Page 6, Part VI, Line 19

Annual form 990 and audited financial statements are posted on organization website and are provided upon request. Governing documents are provided upon request. Form 990 is also posted on website www.guidestar.org.

Filing and Contact Details

Filer

Filer Name
Livingston County Catholic
EIN
38-2570420
Phone
5175455944
Address
2020 E GRAND RIVER AVE STE 104, HOWELL, MI 48843

Signing Officer

Name
Adam Perry
Title
Exec Direct-current
Phone
5175455944
Signed
2025-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mary Burns-coral
Formed
1980
Legal Domicile
Mi
Voting Board Members
16
Independent Board Members
16
Employees
56
Volunteers
125

Preparer

Firm
Bredernitz Wagner & Co Pc
Address
109 W CLINTON ST, HOWELL, MI 48843
Preparer
Gregory D Clum
Phone
5175462130
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Part I, Line 6

Volunteers assist with annual mailing for fundraising campaign, provide transportation and make home-visits for seniors. Student interns assist in providing various services under the supervision of qualified licensed personnel.

Form 990, Page 2, Part III, Line 4D

Volunteer services: recruit, train, and match volunteers with older adults in need of various human services. Parish ministry services. Serve adults with disabilities through various recreational, social, spiritual and educational events. Child foster care and adoption services.

Form 990, Part XI, Line 9

Costs of direct benefit to donors 12,979 costs of direct benefits to donors -12,979

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

The endowment fund was established to provide a permanent fund for the organization that would generate investment income to be used for operations.

Schedule D, Page 4, Part XI, Line 2D

Costs of direct benefit to donors 12,979

Schedule D, Page 4, Part XII, Line 2D

Costs of direct benefits to donors 12,979

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IRS990/ProgSrvcAccomActy3Grp/Desc0SUBSTANCE ABUSE PREVENTION PROGRAMS - THE RED BARREL CAMPAIGN TO DISPOSE OF PRESCRIPTION PAINKILLERS HAS GROWN TO A LOCATION AT EVERY MICHIGAN STATE POLICE POST. FAMILIES IN LIVINGSTON COUNTY HAVE SIGNED UP TO BE SAFE HOMES. 75 COMMUNITY MEMBERS TRAINED ABOUNT YOUTH DRUG TRENDS. RESOURCES FOR YOUTH AND FAMILIES PROVIDED TO ALL LIVINGSTON COUNTY SCHOOL COUNSELORS.
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