THE ASSOCIATION OF LADIES OF CHARITY DIOCESE OF PITTSBURGH (EIN 251492902) - 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

1962

Legal Domicile

Principal Officer

BERNADETTE JAKETIC

Phone

4124566924

Tax Period

2019-09-01 to 2020-08-31

THE ASSOCIATION OF LADIES OF CHARITY DIOCESE OF PITTSBURGH, founded in 1962, is a micro nonprofit in the Religion sector that reported $97K in total revenue in fiscal year 2019. Revenue decreased 17% compared to the prior year. The organization ran a surplus of $37K, a strong 38% operating margin.

Mission

THE ASSOCIATION OF LADIES OF CHARITY EXPANDS AND IMPROVES THE CHARITABLE AND SPIRITUAL WORKS ACCOMPLISHED BY ASSURING THAT WORKS OF CHARITY ARE CARRIED ON ACCORDING TO THE DIRECTIVES OF OUR FOUNDER, SAINT VINCENT DE PAUL, AND IN THE SPIRIT OF SAINT LOUISE DE MARILLAC AND ST. ELIZABETH ANN SETON. ADDITIONALLY, THE ASSOCIATION ADDRESSES THE PROBLEMS OF POVERTY AND INJUSTICE, THUS IMPROVING THE QUALITY OF LIFE OF ALL 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 (2019)

Revenue Breakdown

Contributions & Grants $92,570

Program Service Revenue $4,680

Investment Income $0

Other Revenue $0

TOTAL REVENUE $97,250

Expense Breakdown

Grants Paid $48,901

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $52,029

Other Expenses $11,457

TOTAL EXPENSES $60,358

Year-over-Year Comparison

	2019	2018	Change
Revenue	$97,250	$117,247	-0.2%
Expenses	$60,358	$119,264	-0.5%
Net Income	$36,892	$-2,017	-19.3%

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

N/A

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
BERNADETTE JAKETIC	PRESIDENT	2.00	Officer	$0	$0	$0
JUDITH WEISMANN	ADVISOR TO THE PRESIDENT	2.00	Officer	$0	$0	$0
CLAUDIA VAN	TREASURER	2.00	Officer	$0	$0	$0
BARBARA DIRENZO	RECORDING SECRETARY	2.00	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
2020	$97,250	$60,358	$293,413	$36,892
2019	$117,247	$119,264	$256,521	$-2,017

THE ASSOCIATION OF LADIES OF CHARITY DIOCESE OF PITTSBURGH