Daughters of Isabella Inc (EIN 060625083) - 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

1897

Legal Domicile

Phone

2038652570

Tax Period

2024-05-01 to 2025-04-30

Daughters of Isabella Inc, founded in 1897, is a small nonprofit in the Religion sector that reported $458K in total revenue in fiscal year 2024. Revenue surged 69% from the prior year, signaling strong growth momentum. Expenses of $414K left a modest 10% surplus.

Mission

Charitable catholic women's organization to promote social and intellectual welfare among its members, to aid in charitable and educational objectives, and to assist in times of public calamity or distress.

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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 (2024)

Revenue Breakdown

Contributions & Grants $1,915

Program Service Revenue $435,672

Investment Income $20,572

Other Revenue $0

TOTAL REVENUE $458,159

Expense Breakdown

Grants Paid $0

Salaries & Benefits $106,496

Fundraising Expenses $0

Program Expenses $414,338

Other Expenses $307,842

TOTAL EXPENSES $414,338

Year-over-Year Comparison

	2024	2023	Change
Revenue	$458,159	$271,181	+0.7%
Expenses	$414,338	$329,767	+0.3%
Net Income	$43,821	$-58,586	-1.7%

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

N/A

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

$18,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Micheline Huard	Intl Regent	25.00	Officer	$15,000	$0	$15,000
Sylvie Bariault	Intl Secretary	0.00	Officer	$2,000	$0	$2,000
Diane Corriveau	Int Treas/Sec	15.00	Officer	$1,000	$0	$1,000
Susan Palmer	Director	0.00	Director	$0	$0	$0
Monique Savoie	Director	0.00	Director	$0	$0	$0
Denise Godbout	Director	0.00	Director	$0	$0	$0
Marie Paxson	Director	0.00	Director	$0	$0	$0
Valerie Nelson	Int ViceRegent	0.00	Officer	$0	$0	$0
Susanne Suchy	Former Intl Reg	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
2025	$458,159	$414,338	$932,944	$43,821
2024	$271,181	$329,767	$903,692	$-58,586
2023	$407,141	$602,041	$1,001,109	$-194,900
2022	$281,859	$288,307	$1,234,327	$-6,448
2021	$324,097	$297,414	$1,220,516	$26,683
2020	$392,344	$347,709	$1,194,891	$44,635
2019	$604,949	$569,393	$1,210,116	$35,556

Daughters of Isabella Inc