ST VINCENT DE PAUL SOCIETY OF APPLETON INC (EIN 391032282) - 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

1963

Legal Domicile

Principal Officer

JOE MATZEK

Phone

9207391679

Tax Period

2024-10-01 to 2025-09-30

ST VINCENT DE PAUL SOCIETY OF APPLETON INC, founded in 1963, is a community nonprofit that reported $1.5M in total revenue in fiscal year 2024. Revenue surged 57% from the prior year, signaling strong growth momentum.

Mission

TO HELP PEOPLE WHO ARE FINANCIALLY CHALLENGED OR HOMELESS TO MEET EVERY DAY BASIC NEEDS.

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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 $252,570

Program Service Revenue $1,226,384

Investment Income $23,798

Other Revenue $-3,159

TOTAL REVENUE $1,499,593

Expense Breakdown

Grants Paid $121,050

Salaries & Benefits $982,431

Fundraising Expenses $88,171

Program Expenses $1,358,176

Other Expenses $536,074

TOTAL EXPENSES $1,639,555

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,499,593	$952,271	+0.6%
Expenses	$1,639,555	$1,358,584	+0.2%
Net Income	$-139,962	$-406,313	-0.7%

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

Volunteers

228

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

$84,150

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHUCK SHORK	PRESIDENT	1.00	Officer Director	$0	$0	$0
BILL FERMANICH LEFT AUG 2025	SECRETARY	0.50	Officer Director	$0	$0	$0
JOE MATZEK	TREASURER	1.00	Officer Director	$0	$0	$0
KAREN RICKERT	DIRECTOR	1.00	Director	$0	$0	$0
DAVID DIPIETRO	DIRECTOR	1.00	Director	$0	$0	$0
GREG PETHAN	DIRECTOR	1.00	Director	$0	$0	$0
DEAN HUNT LEFT MAY 2025	DIRECTOR	0.50	Director	$0	$0	$0
ED KLUG LEFT JUNE 2025	DIRECTOR	0.75	Director	$0	$0	$0
DORA FABIAN	DIRECTOR	1.00	Director	$0	$0	$0
JUDY HEIN	DIRECTOR	1.00	Director	$0	$0	$0
DEB TRUYMAN	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM GUILBEAULT	DIRECTOR	1.00	Director	$0	$0	$0
BARB HONSA LEFT JUNE 2025	DIRECTOR	0.75	Director	$0	$0	$0
ROCKY LANDSVERK	DIRECTOR	1.00	Director	$0	$0	$0
JULIE KUEHL	DIRECTOR	1.00	Director	$0	$0	$0
JIM WERNER	DIRECTOR	1.00	Director	$0	$0	$0
MARK VANDERLINDEN	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JODY KASTEN	EXECUTIVE DIRECTOR	40.00	Officer	$84,150	$0	$84,150

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	$1,499,593	$1,639,555	$2,248,093	$-139,962
2024	$952,271	$1,358,584	$2,355,688	$-406,313
2023	$988,333	$1,026,274	$1,386,679	$-37,941
2022	$1,138,072	$1,057,687	$1,449,801	$80,385
2021	$1,228,591	$984,145	$1,300,381	$244,446
2020	$1,030,836	$1,119,862	$1,213,953	$-89,026
2019	$1,268,164	$1,392,349	$1,149,920	$-124,185

ST VINCENT DE PAUL SOCIETY OF APPLETON INC