Society of St Vincent De Paul St Rose of Lima Conference Inc (EIN 010964993) - 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

2009

Legal Domicile

Principal Officer

Linda Lopez

Phone

9283220805

Tax Period

2023-10-01 to 2024-09-30

Society of St Vincent De Paul St Rose of Lima Conference Inc, founded in 2009, is a small nonprofit that reported $295K in total revenue in fiscal year 2023. Revenue grew 12% year-over-year, indicating healthy expansion.

Mission

THE SOCIETY OF ST VINCENT DE PAUL (SVP) CHARITY IS A CHRISTIAN VOLUNTARY ORGANIZATION WORKING WITH POOR AND DISADVANTAGED PEOPLE.

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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 $295,595

Program Service Revenue $0

Investment Income $0

Other Revenue $-550

TOTAL REVENUE $295,045

Expense Breakdown

Grants Paid $0

Salaries & Benefits $154,839

Fundraising Expenses $0

Program Expenses $278,160

Other Expenses $145,722

TOTAL EXPENSES $300,561

Year-over-Year Comparison

	2023	2022	Change
Revenue	$295,045	$262,815	+0.1%
Expenses	$300,561	$265,021	+0.1%
Net Income	$-5,516	$-2,206	+1.5%

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

N/A

Employees

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Susan Jones	Vice President	0.25	Officer	$0	$0	$0
Linda Lopez	President	40.00	Officer	$0	$0	$0
Cindy DeMarcus	Treasurer	10.00	Officer	$0	$0	$0
Carolyn Vessels	Secretary	12.00	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
2025	No data	No data	No data	No data
2024	$295,045	$300,561	$209,394	$-5,516
2023	$262,815	$265,021	$216,332	$-2,206
2022	$239,470	$259,042	$218,813	$-19,572
2021	$271,140	$248,103	$233,737	$23,037
2020	$222,895	$220,674	$234,454	$2,221
2019	$233,320	$228,247	$218,212	$5,073

Society of St Vincent De Paul St Rose of Lima Conference Inc