St Vincent de Paul Diocesan Council of San Diego (EIN 237149789) - 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

1973

Legal Domicile

Principal Officer

Lali Chan

Phone

6199169680

Tax Period

2024-10-01 to 2025-09-30

St Vincent de Paul Diocesan Council of San Diego, founded in 1973, is a small nonprofit in the Human Services sector that reported $959K in total revenue in fiscal year 2024. Revenue surged 54% from the prior year, signaling strong growth momentum. The organization ran a surplus of $224K, a strong 23% operating margin.

Mission

To provide person-to-person service encompassing every form of aid that alleviates suffering and promotes the dignity and respect for our fellow man.

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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 $959,052

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $959,052

Expense Breakdown

Grants Paid $651,785

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $734,514

Other Expenses $83,229

TOTAL EXPENSES $735,014

Year-over-Year Comparison

	2024	2023	Change
Revenue	$959,052	$622,721	+0.5%
Expenses	$735,014	$653,963	+0.1%
Net Income	$224,038	$-31,242	-8.2%

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

N/A

Volunteers

600

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
Lali Chan	President	24.00	Officer	$0	$0	$0
Sandra Watson	First Vice Pres	15.00	Officer	$0	$0	$0
Joanne McBride	Secretary	8.00	Officer	$0	$0	$0
Rachel Campos	Conference Pres	15.00	Officer	$0	$0	$0
Jo Hart	Conference Pres	8.00	Officer	$0	$0	$0
Paul Marquie	Treasurer	15.00	Officer	$0	$0	$0
Daniel Kelley	Spiritual Advis	15.00	Officer	$0	$0	$0
Elmira Roque	Conference Pres	8.00	Officer	$0	$0	$0
Tracy Ferchaw	Conference Pres	8.00	Officer	$0	$0	$0
Teri Clark	Conference Pres	8.00	Officer	$0	$0	$0
Debora Samuels	Conference Pres	8.00	Officer	$0	$0	$0
Camille Martineau	Conference Pres	8.00	Officer	$0	$0	$0
Luz Godina	Conference Pres	8.00	Officer	$0	$0	$0
Maria Valdez	Conference Pres	8.00	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	$959,052	$735,014	$683,191	$224,038
2024	$622,721	$653,963	$459,153	$-31,242
2023	$624,392	$715,193	$490,395	$-90,801
2022	$492,554	$545,028	$581,196	$-52,474
2021	$463,462	$452,184	$633,670	$11,278

St Vincent de Paul Diocesan Council of San Diego