ST VINCENT DE PAUL SOCIETY BEND - ST FRANCIS CONFERENCE (EIN 205953011) - 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

2006

Legal Domicile

Principal Officer

SUE SHEA

Phone

5413896643

Tax Period

2024-10-01 to 2025-09-30

ST VINCENT DE PAUL SOCIETY BEND - ST FRANCIS CONFERENCE, founded in 2006, is a small nonprofit in the Human Services sector that reported $592K in total revenue in fiscal year 2024. Revenue decreased 9% compared to the prior year. Net assets of $1.5M represent 31 months of operating reserves.

Mission

THE ORGANIZATION PROVIDES FOOD AND HOUSING ASSISTANCE TO INDIVIDUALS IN NEED.

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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 $414,152

Program Service Revenue $167,771

Investment Income $10,308

Other Revenue $0

TOTAL REVENUE $592,231

Expense Breakdown

Grants Paid $212,560

Salaries & Benefits $190,340

Fundraising Expenses $0

Program Expenses $536,806

Other Expenses $227,541

TOTAL EXPENSES $630,441

Year-over-Year Comparison

	2024	2023	Change
Revenue	$592,231	$650,731	-0.1%
Expenses	$630,441	$674,499	-0.1%
Net Income	$-38,210	$-23,768	+0.6%

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
PATTY CHRISTOPHER	PRESIDENT	20.00	Officer Director	$0	$0	$0
SUE SHEA	VICE PRESIDE	10.00	Officer Director	$0	$0	$0
VERNA OKELL	SECRETARY	2.00	Officer Director	$0	$0	$0
KIM JALBERT	TREASURER	4.00	Officer Director	$0	$0	$0
VICKIE CHISHOLM	MEMBER	1.00	Director	$0	$0	$0
AMY SPERNAK	MEMBER	1.00	Director	$0	$0	$0
DAVID HERUM	MEMBER	5.00	Director	$0	$0	$0
DAVID BROCK	MEMBER	4.00	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	$592,231	$630,441	$1,685,561	$-38,210
2024	$650,731	$674,499	$1,725,790	$-23,768
2023	$648,964	$622,020	$1,752,284	$26,944
2022	$881,191	$404,839	$1,727,094	$476,352
2021	$600,739	$300,786	$1,253,591	$299,953
2020	$402,477	$298,945	$952,689	$103,532
2019	$389,035	$265,857	$851,152	$123,178

ST VINCENT DE PAUL SOCIETY BEND - ST FRANCIS CONFERENCE