ST VINCENT DE PAUL SOCIETY OF MILWAUKEE (EIN 390806406) - 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

1917

Legal Domicile

Principal Officer

DEBORAH DUSKEY

Phone

4144627837

Tax Period

2023-10-01 to 2024-09-30

ST VINCENT DE PAUL SOCIETY OF MILWAUKEE, founded in 1917, is a community nonprofit in the Human Services sector that reported $9.5M in total revenue in fiscal year 2023. Revenue surged 52% from the prior year, signaling strong growth momentum. Expenses of $8.5M left a modest 10% surplus.

Mission

THE MISSION OF THE ST. VINCENT DE PAUL SOCIETY OF MILWAUKEE IS TO ELIMINATE POVERTY AND HUNGER.

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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 $7,232,328

Program Service Revenue $0

Investment Income $311,332

Other Revenue $1,944,904

TOTAL REVENUE $9,488,564

Expense Breakdown

Grants Paid $879,381

Salaries & Benefits $3,903,692

Fundraising Expenses $0

Program Expenses $7,783,768

Other Expenses $3,725,132

TOTAL EXPENSES $8,508,205

Year-over-Year Comparison

	2023	2022	Change
Revenue	$9,488,564	$6,227,943	+0.5%
Expenses	$8,508,205	$6,322,768	+0.3%
Net Income	$980,359	$-94,825	-11.3%

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

140

Volunteers

609

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

$354,585

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHAEL FARRELL	PRESIDENT	5.00	Officer Director	$0	$0	$0
LISA SIMMONS	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
AJOY BOSE	TREASURER	1.00	Officer Director	$0	$0	$0
LAURIE JACOBS	SECRETARY	1.00	Officer Director	$0	$0	$0
MARVIN CROWE	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL PETERSEN	DIRECTOR	1.00	Director	$0	$0	$0
E MICHAEL MCCANN	DIRECTOR	1.00	Director	$0	$0	$0
JANE JONEITZ	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD MUELLER	DIRECTOR	1.00	Director	$0	$0	$0
PAUL KLINGSEISEN	DIRECTOR	1.00	Director	$0	$0	$0
HAZEL WILLS	DIRECTOR	1.00	Director	$0	$0	$0
BENNETT RUCKA	DIRECTOR	1.00	Director	$0	$0	$0
DEBORAH DUSKEY	EXECUTIVE DIR.	40.00	Officer	$144,743	$33,131	$177,874
MICHELLE MARTIN	DIR. OF FINANCE	40.00	Officer	$130,026	$46,685	$176,711

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	$9,488,564	$8,508,205	$16,188,689	$980,359
2023	$6,227,943	$6,322,768	$13,815,340	$-94,825
2022	$7,803,617	$5,333,477	$13,233,122	$2,470,140
2021	$6,233,552	$4,660,773	$13,427,794	$1,572,779
2020	$8,213,299	$4,033,456	$12,251,747	$4,179,843
2019	$4,752,265	$4,305,802	$8,163,381	$446,463
2018	$4,027,113	$3,886,888	$8,045,802	$140,225

ST VINCENT DE PAUL SOCIETY OF MILWAUKEE