SOCIETY OF ST VINCENT DE PAUL OF WAUKESHA COUNTY INC (EIN 390909537) - 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

1954

Legal Domicile

Principal Officer

ROBERT GLOWACKI

Phone

2625441850

Tax Period

2023-10-01 to 2024-09-30

SOCIETY OF ST VINCENT DE PAUL OF WAUKESHA COUNTY INC, founded in 1954, is a community nonprofit in the Human Services sector that reported $8.4M in total revenue in fiscal year 2023. Expenses of $7.7M left a modest 8% surplus.

Mission

LAY CATHOLIC VOLUNTEERS FROM ALL WALKS OF LIFE--NEIGHBORS HELPING NEIGHBORS IN WAUKESHA COUNTY.

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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 $8,177,331

Program Service Revenue $0

Investment Income $35,053

Other Revenue $207,495

TOTAL REVENUE $8,419,879

Expense Breakdown

Grants Paid $415,327

Salaries & Benefits $4,746,511

Fundraising Expenses $242,125

Program Expenses $6,011,843

Other Expenses $2,579,062

TOTAL EXPENSES $7,740,900

Year-over-Year Comparison

	2023	2022	Change
Revenue	$8,419,879	$7,817,526	+0.1%
Expenses	$7,740,900	$7,180,497	+0.1%
Net Income	$678,979	$637,029	+0.1%

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

231

Volunteers

500

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

$111,918

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CAROL MAURER	PRESIDENT	4.00	Officer Director	$0	$0	$0
REGGE KRUEGER	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
GREG SCHOEPKE	TREASURER	2.00	Officer Director	$0	$0	$0
KAROLYN KRUEGER	SECRETARY	2.00	Officer Director	$0	$0	$0
TOM PIPINES	DIRECTOR	2.00	Director	$0	$0	$0
PEGGY FAHL	DIRECTOR	2.00	Director	$0	$0	$0
ANNE KONOP	DIRECTOR	2.00	Director	$0	$0	$0
TOM KIEFER	DIRECTOR	2.00	Director	$0	$0	$0
JULIE MCINTYRE	EXECUTIVE DIRECTOR	50.00	Officer	$91,854	$20,064	$111,918
RODNEY COLBURN	DIRECTOR OF MARKETING AND OPERATIONS	40.00	Highest	$115,272	$17,291	$132,563

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	$8,419,879	$7,740,900	$13,311,541	$678,979
2023	$7,817,526	$7,180,497	$11,182,178	$637,029
2022	$7,720,369	$6,423,060	$10,933,008	$1,297,309
2021	$7,668,295	$5,710,424	$10,955,887	$1,957,871
2020	$4,346,141	$4,650,176	$9,480,756	$-304,035
2019	$4,612,308	$4,199,447	$5,917,565	$412,861

SOCIETY OF ST VINCENT DE PAUL OF WAUKESHA COUNTY INC