SOCIETY OF SAINT VINCENT DE PAUL OUR LADY OF THE ASSUMPTION CONF (EIN 270271371) - 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

Legal Domicile

Principal Officer

Sharon Hawkins CoPresident

Phone

8056424104

Tax Period

2023-10-01 to 2024-09-30

SOCIETY OF SAINT VINCENT DE PAUL OUR LADY OF THE ASSUMPTION CONF, founded in 2007, is a small nonprofit in the Human Services sector that reported $158K in total revenue in fiscal year 2023. Revenue fell 35% from the prior year — a significant decline worth monitoring.

Mission

Provides tangible assistance to those in need on a person-to-person basis. This assistance includes, but not is restricted to, rent, food, clothing, car repairs, utility bills.

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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 $157,942

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $157,942

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $171,186

Other Expenses $171,186

TOTAL EXPENSES $171,186

Year-over-Year Comparison

	2023	2022	Change
Revenue	$157,942	$244,139	-0.4%
Expenses	$171,186	$245,483	-0.3%
Net Income	$-13,244	$-1,344	+8.9%

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

N/A

Independent Members

N/A

Employees

N/A

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
Pam Duty	Co Treasurer	20	Officer	$0	$0	$0
Linda McTigue	Secretary	3	Officer	$0	$0	$0
Sharon Hawkins	Co President	10	Officer	$0	$0	$0
Sharon Fleur	Co President	10	Officer	$0	$0	$0
Phyllis Gundrum	Co Treasurer	10	Officer	$0	$0	$0
Dennis Hawkins	Office Manager	6	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	$157,942	$171,186	$-2,157	$-13,244
2023	$244,139	$245,483	$11,200	$-1,344

SOCIETY OF SAINT VINCENT DE PAUL OUR LADY OF THE ASSUMPTION CONF