Civic Intelligence

Catholic Foundation of Southwestern

EIN 45-2755858 • 501(c)3 • Kalamazoo, MI

Profile

Hold funds for furthering the charitable, educational, and social services of the catholic church of the diocese of kalamazoo, mi.

215 N Westnedge AveKalamazoo, MI 49007

www.diokzoo.org

Siviq Scores

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

Liabilities / Assets

67th percentile

0.36x

Higher debt load relative to assets than 67% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

89th percentile

2.02x

Higher debt load relative to revenue than 89% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

98th percentile

97%

Higher net margin than 98% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

15th percentile

$0

Higher top officer pay than 15% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

90th percentile

36%

Faster asset growth than 90% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

88th percentile

64%

Faster revenue growth than 88% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets67th percentile

Assets

Up

$18,620,378

Up $4,947,868 (+36%) from 2023

Liabilities

Up

$6,623,964

Up $1,593,713 (+32%) from 2023

Net Assets

Up

$11,996,414

Up $3,354,155 (+39%) from 2023

Operations
Liabilities / Revenue89th percentileNet Margin98th percentile

Revenue

Up

$3,274,321

Up $1,274,473 (+64%) from 2023

Expenses

Up

$107,080

Up $64,515 (+152%) from 2023

Net Income

Up

$3,167,241

Up $1,209,958 (+62%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth90th percentile

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

$20M$15M$10M$5.0M$0Assets 2017: $9,644,648Liabilities 2017: $9,644,648Net Assets 2017: $02017Assets 2018: $9,928,713Liabilities 2018: $9,928,713Net Assets 2018: $02018Assets 2019: $10,510,909Liabilities 2019: $10,510,909Net Assets 2019: $02019Assets 2020: $8,765,165Liabilities 2020: $8,765,165Net Assets 2020: $02020Assets 2021: $4,284,892Liabilities 2021: $2,943,411Net Assets 2021: $1,341,4812021Assets 2022: $10,076,615Liabilities 2022: $3,483,555Net Assets 2022: $6,593,0602022Assets 2023: $13,672,510Liabilities 2023: $5,030,251Net Assets 2023: $8,642,2592023Assets 2024: $18,620,378Liabilities 2024: $6,623,964Net Assets 2024: $11,996,4142024

Highlighted filing

2024

Assets$18,620,378
Liabilities$6,623,964
Net Assets$11,996,414
Open 2024 Filing

Operations Trend

Revenue Growth88th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2017: $161,219Expenses 2017: $67,708Net Income 2017: $93,5112017Revenue 2018: $428,308Expenses 2018: $69,635Net Income 2018: $358,6732018Revenue 2019: $474,224Expenses 2019: $270,489Net Income 2019: $203,7352019Revenue 2020: $191,748Expenses 2020: $327,254Net Income 2020: -$135,5062020Revenue 2021: $1,419,772Expenses 2021: $183,451Net Income 2021: $1,236,3212021Revenue 2022: $5,891,859Expenses 2022: $46,990Net Income 2022: $5,844,8692022Revenue 2023: $1,999,848Expenses 2023: $42,565Net Income 2023: $1,957,2832023Revenue 2024: $3,274,321Expenses 2024: $107,080Net Income 2024: $3,167,2412024

Highlighted filing

2024

Revenue$3,274,321
Expenses$107,080
Net Income$3,167,241
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,620,378
Liabilities
$6,623,964
Net assets
$11,996,414
Revenue
$3,274,321
Expenses
$107,080
Net income
$3,167,241
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$18.6$6.62$12.0$3.27$0.11$3.17
2023Detailed filing. Detailed filing data is available for this year.$13.7$5.03$8.64$2.00$0.04$1.96
2022Detailed filing. Detailed filing data is available for this year.$10.1$3.48$6.59$5.89$0.05$5.84
2021Detailed filing. Detailed filing data is available for this year.$4.28$2.94$1.34$1.42$0.18$1.24
2020Detailed filing. Detailed filing data is available for this year.$8.77$8.77$0.00$0.19$0.33$0.14
2019Detailed filing. Detailed filing data is available for this year.$10.5$10.5$0.00$0.47$0.27$0.20
2018Detailed filing. Detailed filing data is available for this year.$9.93$9.93$0.00$0.43$0.07$0.36
2017Detailed filing. Detailed filing data is available for this year.$9.64$9.64$0.00$0.16$0.07$0.09
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 12, 2025
Return Version
2023v6.0
Gross Receipts
$3,274,321
Mission and Program Overview

Mission

Hold funds for furthering the charitable, educational, and social services of the catholic church of the diocese of kalamazoo, mi.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$6,758,773$10,034,245▲ $3,275,472
Cash and Non-Interest-Bearing Accounts$3,660,537$5,795,196▲ $2,134,659
Investments in Publicly Traded Securities$3,105,937$2,790,937▼ $315,000
Prepaid Expenses and Deferred Charges$147,263--
Total Assets$13,672,510$18,620,378▲ $4,947,868
Liabilities
Other Liabilities$5,030,251$6,623,964▲ $1,593,713
Total Liabilities$5,030,251$6,623,964▲ $1,593,713
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$8,642,259$11,996,414▲ $3,354,155
Total Net Assets Fund Balance$8,642,259$11,996,414▲ $3,354,155
Total Liabilities and Net Assets / Fund Balance$13,672,510$18,620,378▲ $4,947,868

Asset Categories

AssetBook ValueDepreciationBasis
Land$10,034,245-$10,034,245
Compensation and Service Providers
Top Officer Pay15th percentile

Board Members and Trustees

NameTitle
Bishop Edward M LohsePresident
Ian KennedyDirector
Jack JoswickDirector
Keith TharpDirector
Matt KavanaughDirector
Michael WillisDirector
Msgr Tom MartinDirector
Sherry GesmundoDirector
Theresa CypherDirector
Tim HardingDirector
Tammi WachterhauserTreasurer
Rev Fabio GarzonVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$3,094,901
Program Service Revenue
$0
Investment Income
$179,420
Other Revenue
$0
All Other Contributions
$3,094,901
Change in Net Assets
$3,167,241

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,274,321
Revenue Not Reported on Form 990
$186,914
Total Revenue per Audited Statements
$3,461,235
Total Revenue per Form 990
$3,274,321
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$107,080
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Office Expenses-$101,397-$101,397
Insurance$4,181--$4,181
Other Expenses-$1,502-$1,502
Total Functional Expenses$4,181$102,899$0$107,080

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$107,080
Total Expenses per Audited Statements$107,080
Total Expenses per Form 990$107,080
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deposit Liabilities$6,623,964
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
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
No
Management duties delegated
No

Governance Explanations

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

“Certain members of the board or the diocese will review the 990 before it is filed.”

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

“All board members are required to complete an annual disclosure which notifies the agency of any affiliations or sources of potential conflicts of interest.”

Form 990, Page 6, Part VI, Line 19

“Governing documents are made available to the publc upon request.”

Filing and Contact Details

Filer

Filer Name
Catholic Foundation of Southwestern
EIN
45-2755858
Phone
2693498714
Address
215 N WESTNEDGE AVE, KALAMAZOO, MI 49007

Signing Officer

Name
Tammi Wachterhauser
Title
Treasurer
Phone
2693498714
Signed
2025-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tammi Wachterhauser
Formed
2011
Legal Domicile
Mi
Voting Board Members
12
Independent Board Members
9
Employees
0
Volunteers
12

Preparer

Firm
Seber Tans Plc
Address
555 W CROSSTOWN PARKWAY STE 304, KALAMAZOO, MI 49008
Preparer
Thomas J Horwath
Phone
2693438180
Supplemental Narrative

Additional Explanations

Form 990

“The sanctuary at st. Ann, l3c is an affiliate organization controlled by cfsm's board of directors. The sanctuary is a multi-use religious pilgrimage site for faith formation and education.”

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