SOCIETY OF ST VINCENT DE PAUL OF WASHINGTON COUNTY WISCONSIN INC (EIN 390993234) - 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

1991

Legal Domicile

Principal Officer

TOM SCHUELLER

Phone

2626444949

Tax Period

2024-10-01 to 2025-09-30

SOCIETY OF ST VINCENT DE PAUL OF WASHINGTON COUNTY WISCONSIN INC, founded in 1991, is a community nonprofit in the Human Services sector that reported $4.1M in total revenue in fiscal year 2024.

Mission

CONTRIBUTIONS AND REVENUES FROM STORE ARE USED TO CARRY OUT THEIR CHARITABLE PURPOSE OF HELPING INDIVIDUALS AND OTHER NON-PROFIT ORGANIZATIONS

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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 $176,136

Program Service Revenue $0

Investment Income $8,939

Other Revenue $3,877,258

TOTAL REVENUE $4,062,333

Expense Breakdown

Grants Paid $416,107

Salaries & Benefits $2,469,269

Fundraising Expenses $0

Program Expenses $4,189,106

Other Expenses $1,322,849

TOTAL EXPENSES $4,208,225

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,062,333	$4,179,352	0.0%
Expenses	$4,208,225	$4,136,463	+0.0%
Net Income	$-145,892	$42,889	-4.4%

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

185

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
TOM SCHUELLER	PRESIDENT	N/A	Officer Director	$0	$0	$0
STEVE WOLF	VICE-PRESIDE	N/A	Officer Director	$0	$0	$0
ANN NEUMANN	SECRETARY	N/A	Officer Director	$0	$0	$0
DAN BLOCK	TREASURER -	N/A	Officer Director	$0	$0	$0
JON KIECKHAFER	TREASURER -	N/A	Officer	$0	$0	$0
BRIAN ROLTGEN	DIRECTOR	N/A	Director	$0	$0	$0
TAIRA GRUBB	DIRECTOR	N/A	Director	$0	$0	$0
ROGER NEUMANN	DIRECTOR	N/A	Director	$0	$0	$0
BARB HORST	DIRECTOR	N/A	Director	$0	$0	$0
JESSIE PLAHMER	DIRECTOR	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
2025	$4,062,333	$4,208,225	$4,379,003	$-145,892
2024	$4,179,352	$4,136,463	$4,561,351	$42,889
2023	$4,033,178	$3,941,549	$5,025,611	$91,629
2022	$3,753,857	$3,624,256	$5,016,492	$129,601
2021	$3,303,425	$2,899,279	$5,122,548	$404,146
2020	$3,079,224	$2,897,922	$4,446,589	$181,302
2019	$3,059,791	$2,872,408	$4,299,096	$187,383
2018	$2,893,984	$2,681,920	$4,046,131	$212,064

SOCIETY OF ST VINCENT DE PAUL OF WASHINGTON COUNTY WISCONSIN INC