SOCIETY OF ST VINCENT DE PAUL ST JOSEPH CONFERENCE WEST BRANCH (EIN 200587535) - 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

2008

Legal Domicile

Principal Officer

ANN COLCLASURE

Phone

9893450779

Tax Period

2024-10-01 to 2025-09-30

SOCIETY OF ST VINCENT DE PAUL ST JOSEPH CONFERENCE WEST BRANCH, founded in 2008, is a small nonprofit in the Human Services sector that reported $992K in total revenue in fiscal year 2024. Expenses of $937K left a modest 6% surplus.

Mission

TO MANAGE A THRIFT STORE AND HELP THE NEEDY.

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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 $15,640

Program Service Revenue $947,177

Investment Income $76

Other Revenue $28,849

TOTAL REVENUE $991,742

Expense Breakdown

Grants Paid $0

Salaries & Benefits $574,568

Fundraising Expenses $0

Program Expenses $876,742

Other Expenses $362,050

TOTAL EXPENSES $936,618

Year-over-Year Comparison

	2024	2023	Change
Revenue	$991,742	$969,088	+0.0%
Expenses	$936,618	$960,456	0.0%
Net Income	$55,124	$8,632	+5.4%

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

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
MIKE BALSER	BOARD MEMBER	2.00	Director	$0	$0	$0
ANN COLCLASURE	PRESIDENT	10.00	Officer Director	$0	$0	$0
ROSEANN DAVIS	BOARD MEMBER	2.00	Director	$0	$0	$0
BUFFY KISH	SECRETARY	2.00	Officer Director	$0	$0	$0
TOM KISH	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
DWIGHT MCINTYRE	TREASURER	2.00	Officer Director	$0	$0	$0
WALT SAPPINGTON	BOARD MEMBER	2.00	Director	$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	$991,742	$936,618	$1,131,399	$55,124
2024	$969,088	$960,456	$1,121,607	$8,632
2023	$987,573	$935,251	$1,145,269	$52,322
2022	$923,095	$799,763	$1,124,752	$123,332
2021	$759,368	$619,955	$1,011,982	$139,413
2020	$619,740	$535,810	$887,674	$83,930
2019	$656,744	$610,919	$824,470	$45,825
2018	$650,529	$573,865	$796,483	$76,664

SOCIETY OF ST VINCENT DE PAUL ST JOSEPH CONFERENCE WEST BRANCH