ST JOHN'S ST VINCENT DE PAUL ST JOHN THE BAPTIST CONFERENCE (EIN 272091779) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1998

Legal Domicile

Principal Officer

BOB TAMAS

Phone

2567260100

Tax Period

2023-10-01 to 2024-09-30

SOCIETY OF ST VINCENT DE PAUL -ST JOHN THE BAPTIST CONFERENCE, founded in 1998, is a small nonprofit in the Religion sector that reported $257K in total revenue in fiscal year 2019. Revenue grew 13% year-over-year, indicating healthy expansion. The organization ran a surplus of $51K, a strong 20% operating margin.

Mission

ST. VINCENT DE PAUL IS A CHURCH AFFILIATED ORGANIZATION ASSISTING THOSE IN NEED OF RENT, UTILITIES, MEDICAL ASSISTANCE, CAR REPAIRS, FOOD, AND VARIOUS OTHER NECESSITIES IN THE MADISON, AL AREA.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $232,748

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $232,748

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $226,413

Other Expenses $228,959

TOTAL EXPENSES $228,959

Year-over-Year Comparison

	2023	2022	Change
Revenue	$232,748	$221,000	+0.1%
Expenses	$228,959	$227,582	+0.0%
Net Income	$3,789	$-6,582	-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

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
WILLIAM POTTRATZ	PRESIDENT	5.00	Officer	$0	$0	$0
ROBERT TAMAS	TREASURER	5.00	Officer	$0	$0	$0
DAVID ABELL	SECRETARY	5.00	Officer	$0	$0	$0
TERI PLANEAUX	VICE-PRESIDENT	5.00	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	$232,748	$228,959	$17,058	$3,789
2023	$221,000	$227,582	$13,390	$-6,582
2022	$237,261	$270,225	$20,387	$-32,964
2021	$241,839	$266,506	$53,314	$-24,667
2020	$257,172	$206,314	$77,604	$50,858

ST JOHN'S ST VINCENT DE PAUL ST JOHN THE BAPTIST CONFERENCE