SOCIETY OF ST VINCENT DE PAUL ST RITA CONFERENCE INC (EIN 320121795) - 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

2018

Legal Domicile

Principal Officer

Nan F OCONNOR

Phone

4343900044

Tax Period

2024-10-01 to 2025-09-30

SOCIETY OF ST VINCENT DE PAUL ST RITA CONFERENCE INC, founded in 2018, is a small nonprofit in the Religion sector that reported $872K in total revenue in fiscal year 2024. Revenue surged 150% from the prior year, signaling strong growth momentum. The organization ran a surplus of $484K, a strong 56% operating margin.

Mission

Mission. A network of friends inspired by Gospel values growing in holiness and building a more just world through personal relationships with and service to people in need. Mainly through home visits we offer relief to the poor distressed and underprivileged by providing food rent utilities transportation clothing and more.

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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 $868,212

Program Service Revenue $0

Investment Income $3,541

Other Revenue $0

TOTAL REVENUE $871,753

Expense Breakdown

Grants Paid $374,221

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $384,221

Other Expenses $13,672

TOTAL EXPENSES $387,893

Year-over-Year Comparison

	2024	2023	Change
Revenue	$871,753	$348,593	+1.5%
Expenses	$387,893	$352,129	+0.1%
Net Income	$483,860	$-3,536	-137.8%

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

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
Bob Powers	President	6.00	Officer	$0	$0	$0
Charles McMurtry	Vice President	2.00	Officer	$0	$0	$0
Cindi Bowman	Treasurer	8.00	Officer	$0	$0	$0
Nan F OCONNOR	Assistant Treasurer	4.00	Officer	$0	$0	$0
Kay Hanks	Secretary	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
2025	$871,753	$387,893	$545,564	$483,860
2024	$348,593	$352,129	$61,704	$-3,536
2023	$258,700	$223,625	$65,240	$35,075
2022	$215,901	$247,981	$30,165	$-32,080
2021	$202,900	$210,888	$62,245	$-7,988

SOCIETY OF ST VINCENT DE PAUL ST RITA CONFERENCE INC