SOCIETY OF ST VINCENT DE PAUL IMMACULATE CONCEPTION CONFERENCE (EIN 264618666) - 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

DWIGHT PEREZ

Phone

9035920027

Tax Period

2024-10-01 to 2025-09-30

SOCIETY OF ST VINCENT DE PAUL IMMACULATE CONCEPTION CONFERENCE, founded in 2006, is a small nonprofit in the Religion sector that reported $494K in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion. The organization ran a surplus of $159K, a strong 32% operating margin.

Mission

THE CONFERENCE IS A CATHOLIC LAY ORGANIZATION, ORGANIZED TO PROVIDE OPPORTUNITIES FOR SPIRITUAL GROWTH AND FELLOWSHIP AND TO SERVE THE NEEDY AND SUFFERING IN THE TYLER, TX AREA. IT PROVIDES GROCERIES, CLOTHING AND LIMITED UTILITIES HELP THROUGH ITS FOOD PANTRY.

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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 $355,087

Program Service Revenue $136,489

Investment Income $1,930

Other Revenue $0

TOTAL REVENUE $493,506

Expense Breakdown

Grants Paid $74,533

Salaries & Benefits $180,179

Fundraising Expenses $0

Program Expenses $326,051

Other Expenses $80,189

TOTAL EXPENSES $334,901

Year-over-Year Comparison

	2024	2023	Change
Revenue	$493,506	$430,721	+0.1%
Expenses	$334,901	$370,761	-0.1%
Net Income	$158,605	$59,960	+1.6%

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
DWIGHT PEREZ	PRESIDENT	43.00	Officer Director	$0	$0	$0
ANAMARIA BERTAMINI	VICE PRESIDENT	27.00	Officer Director	$0	$0	$0
ANNE M KENT	TREASURER	13.00	Officer Director	$0	$0	$0
ANNIKA CONAWAY	SECRETARY	1.00	Officer Director	$0	$0	$0
MARK CHIARIZIO	BOARD MEMBER	1.00	Director	$0	$0	$0
BERNICE ALLGAIER	BOARD MEMBER	1.00	Director	$0	$0	$0
GRACE VIERLING	EX PROGRAM DIRECTOR	20.00	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	$493,506	$334,901	$403,100	$158,605
2024	$430,721	$370,761	$245,522	$59,960
2023	$264,676	$301,861	$152,965	$-37,185
2022	$258,386	$275,965	$190,150	$-17,579
2021	$224,276	$219,420	$208,015	$4,856
2020	$208,744	$196,113	$203,159	$12,631
2019	$279,355	$183,028	$190,528	$96,327

SOCIETY OF ST VINCENT DE PAUL IMMACULATE CONCEPTION CONFERENCE