ST VINCENT DEPAUL FORT ATKINSON (EIN 261126580) - 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

2007

Principal Officer

WILLIAM ROBERTS

Phone

9205681266

Tax Period

2024-01-01 to 2024-12-31

ST VINCENT DEPAUL FORT ATKINSON, founded in 2007, is a small nonprofit in the Human Services sector that reported $336K in total revenue in fiscal year 2024.

Mission

OPERATE A RESALE STORE TO RAISE FUNDS TO ASSIST THE NEEDY WITH EMERGENCY FUNDS TO PAY FOR FOOD, CLOTHING, TEMPORARY LODGING, RENT AND UTILITIES ASSISTANCE IN THE LOCAL COMMUNITY.

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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 $52,283

Program Service Revenue $281,368

Investment Income $1,897

Other Revenue $0

TOTAL REVENUE $335,548

Expense Breakdown

Grants Paid $0

Salaries & Benefits $143,398

Fundraising Expenses $0

Program Expenses $362,795

Other Expenses $219,572

TOTAL EXPENSES $362,970

Year-over-Year Comparison

	2024	2023	Change
Revenue	$335,548	$352,708	0.0%
Expenses	$362,970	$357,995	+0.0%
Net Income	$-27,422	$-5,287	+4.2%

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

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
MARY CARPENTER	SECRETARY	N/A	Officer Director	$0	$0	$0
VICKY KEOGH	DIRECTOR	N/A	Director	$0	$0	$0
JIM NELSON	DIRECTOR	N/A	Director	$0	$0	$0
WILLIAM ROBERTS	PRESIDENT	N/A	Officer Director	$0	$0	$0
LINDA SCOTT-MCCABE	TREASURER	N/A	Officer Director	$0	$0	$0
CLAIR URBAIN	DIRECTOR	N/A	Director	$0	$0	$0
JIM WILSON	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
LISA WILSON	DIRECTOR	N/A	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
2024	$335,548	$362,970	$876,898	$-27,422
2023	$352,708	$357,995	$924,893	$-5,287
2022	$341,552	$334,528	$958,251	$7,024
2021	$362,882	$320,501	$951,390	$42,381
2020	$308,453	$318,878	$970,728	$-10,425
2019	$278,616	$321,371	$947,324	$-42,755

ST VINCENT DEPAUL FORT ATKINSON