LADIES OF CHARITY OF ST VINCENT DE… - Form 990 Financial Data

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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

1992

Legal Domicile

Principal Officer

JOAN GROHAR

Phone

2488191747

Tax Period

2023-07-01 to 2024-06-30

LADIES OF CHARITY OF ST VINCENT DEPAUL - OAKLAND CO ASSOCIATION, founded in 1992, is a small nonprofit in the Human Services sector that reported $145K in total revenue in fiscal year 2023. Revenue surged 25% from the prior year, signaling strong growth momentum. The organization ran a surplus of $40K, a strong 27% operating margin.

Mission

ASSISTANCE TO THE NEEDY.

Program Service Accomplishments

Program 1

Expenses: $27,996

CLOTHES CLOSET PROVIDES FOOD AND CLOTHING TO NEEDY INDIVIDUALS REFERRED BY SOCIAL SERVICE AGENCIES.

Program 2

Expenses: $27,393

CHRISTMAS BASKET PROGRAM PROVIDES FOOD, CLOTHING, AND TOYS TO NEEDY FAMILIES AT CHRISTMAS WHICH ARE REFERRED BY VARIOUS SOCIAL SERVICE AGENCIES

Program 3

Expenses: $31,753

VARIOUS CHARITABLE ACTIVITIES - INCLDUING, BUT NOT LIMITED TO BLANKET PROJECT, FALL LUNCHEON, DAY OF REFLECTION, FIRST COMMUNION PROJECT, MARYS CHILDREN SPECIAL NEEDS, MARYS MANTLE - ALL ACTIVITIES...

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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 $144,730

Program Service Revenue $0

Investment Income $735

Other Revenue $0

TOTAL REVENUE $145,465

Expense Breakdown

Grants Paid $82,642

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $87,142

Other Expenses $23,214

TOTAL EXPENSES $105,856

Year-over-Year Comparison

	2023	2022	Change
Revenue	$145,465	$116,830	+0.2%
Expenses	$105,856	$161,553	-0.3%
Net Income	$39,609	$-44,723	-1.9%

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

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
NONE	NONE	N/A	Director	$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	$145,465	$105,856	$273,439	$39,609
2023	$116,830	$161,553	$233,830	$-44,723
2022	$169,454	$131,921	$278,553	$37,533
2021	$154,152	$122,060	$242,847	$32,092
2020	$175,597	$140,580	$209,888	$35,017
2019	$129,713	$129,664	$174,000	$49

LADIES OF CHARITY OF ST VINCENT DEPAUL - OAKLAND CO ASSOCIATION