SOCIETY OF THE MISSIONARIES OF ST FRANCIS XAVIER (EIN 263192462) - 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

2005

Legal Domicile

Principal Officer

CARLOS P PEREIRA

Tax Period

2023-01-01 to 2023-12-31

SOCIETY OF THE MISSIONARIES OF ST FRANCIS XAVIER, founded in 2005, is a small nonprofit that reported $169K in total revenue in fiscal year 2023. Revenue surged 24% from the prior year, signaling strong growth momentum. The organization ran a surplus of $77K, a strong 46% operating margin.

Mission

THE SOCIETY WAS ORGANIZED AND IS OPERATED EXCLUSIVELY FOR RELIGIOUS AND CHARITABLE PURPOSES CONSISTENT WITH SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE.

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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 (2023)

Revenue Breakdown

Contributions & Grants $168,956

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $168,956

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $92,048

Other Expenses $92,048

TOTAL EXPENSES $92,048

Year-over-Year Comparison

	2023	2022	Change
Revenue	$168,956	$136,417	+0.2%
Expenses	$92,048	$144,525	-0.4%
Net Income	$76,908	$-8,108	-10.5%

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
CARLOS P PEREIRA	TREASURER	40.00	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
2024	No data	No data	No data	No data
2023	$168,956	$92,048	$286,094	$76,908
2022	$136,417	$144,525	$209,186	$-8,108
2021	$319,884	$171,159	$217,294	$148,725
2020	$245,793	$263,785	$68,569	$-17,992
2019	$220,826	$280,453	$86,561	$-59,627
2018	$223,890	$308,194	$146,188	$-84,304

SOCIETY OF THE MISSIONARIES OF ST FRANCIS XAVIER