SOCIETY OF ST VINCENT DEPAUL OZAUK… - 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

1973

Legal Domicile

Principal Officer

CHRISTOPHER J CALLEN

Phone

4146871192

Tax Period

2023-10-01 to 2024-09-30

SOCIETY OF ST VINCENT DEPAUL OZAUKEE COUNTY DISTRICT COUNCILINC, founded in 1973, is a community nonprofit that reported $1.1M in total revenue in fiscal year 2023. Revenue surged 26% from the prior year, signaling strong growth momentum. Expenses of $1.0M left a modest 7% surplus.

Mission

SERVICE THOSE IN NEED THROUGH PERSON-TO-PERSON CONTACT AND PROVIDING APPROPRIATE MONETARY ASSISTANCE TO HOUSEHOLDS IN NEED FUNDED THROUGH DONATIONS FROM THE PUBLIC AND THE OPERATION OF A THRIFT STORE.

Program Service Accomplishments

Program 1

Expenses: $86,834

AS ONE OF THE BASIC NEEDS, HOUSING IS IMPORTANT TO THE POOR. THE ORGANIZATION HELPS WITH HOUSING IN MANY WAYS. THE MOST FREQUENT REQUESTS ARE FOR RENT ASSISTANCE IN AN EFFORT TO STAVE OFF AN...

AS ONE OF THE BASIC NEEDS, HOUSING IS IMPORTANT TO THE POOR. THE ORGANIZATION HELPS WITH HOUSING IN MANY WAYS. THE MOST FREQUENT REQUESTS ARE FOR RENT ASSISTANCE IN AN EFFORT TO STAVE OFF AN EVICTION. DURING THE YEAR THE ORGANIZATION HELPED 186 NEIGHBORS IN NEED BY PAYING LANDLORDS A TOTAL OF 73,533 IN RENT PAYMENTS. IT ALSO HELPED CLIENTS WHO HAD NO PERMANENT HOUSING BY PROVIDING TEMPORARY HOUSING FOR 24 CLIENTS BY PAYING 6,320 TO MOTEL OPERATORS ALLOWING THESE CLIENTS MORE TIME TO FIND MORE STABLE HOUSING. TWENTY CLIENTS WERE ASSISTED WITH HOUSING RELATED MATTERS TOTALING 6,981 FOR ASSISTANCE WITH MOVING EXPENSES, SECURITY DEPOSITS, MORTGAGE PAYMENTS AND OTHER ITEMS.

Program 2

Expenses: $36,846

INDIRECT SUPPORT CHECKS WERE WRITTEN TO THE ST. VINCENT DE PAUL SOCIETY OF MILWAUKEE, WI TOTALING 28,075 TO ASSIST THEIR NIN WITH RENT, ENERGY ASSISTANCE, FOOD, UTILITIES, TRANSPORTATION, ETC. THE...

INDIRECT SUPPORT CHECKS WERE WRITTEN TO THE ST. VINCENT DE PAUL SOCIETY OF MILWAUKEE, WI TOTALING 28,075 TO ASSIST THEIR NIN WITH RENT, ENERGY ASSISTANCE, FOOD, UTILITIES, TRANSPORTATION, ETC. THE ORGANIZATION DONATED TO THE NATITONAL SVDPL DIASTER RELIEF FUND AND TO ANOTHER PROGRAM IN LOS TOROS. THE ORGANIZATION ALSO DONATED TO ASSIST THE SVDP OF MILWAUKEE IN OPENING A NEW THRIFT STORE IN NORTHERN MILWAUKEE COUNTY.

Program 3

Expenses: $26,276

AS MANY CLIENTS HAVE DIFFICULTIES WITH RENT, OTHER HAVE TROUBLE WITH PAYING THEIR UTILITIES. THE ORGANIZATION HELPED 68 CLIENTS WITH 14,021 IN ENERGY ASSISTANCE PAYMENTS. THIS USUALLY TOOK THE FORM OF DOWN PAYMENTS TO ESTABLISH A BUDGET PLAN TO CATCH UP PAST DUE AMOUNTS. IN ADDITION, THE ORGANIZATION ASSISTED 37 CLIENTS TOTALING 9,604 FOR WATER/SEWER.

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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 $1,105,109

Program Service Revenue $0

Investment Income $4,500

Other Revenue $10,165

TOTAL REVENUE $1,119,774

Expense Breakdown

Grants Paid $214,069

Salaries & Benefits $542,949

Fundraising Expenses $0

Program Expenses $889,786

Other Expenses $281,371

TOTAL EXPENSES $1,038,389

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,119,774	$887,283	+0.3%
Expenses	$1,038,389	$883,732	+0.2%
Net Income	$81,385	$3,551	+21.9%

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

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
ANDY QUACKENBOSS	PRESIDENT	17.90	Officer Director	$0	$0	$0
RENEE PYTEL	SECRETARY	9.60	Officer Director	$0	$0	$0
LINDA VARGO	VICE PRESIDE	2.70	Officer Director	$0	$0	$0
CHRISTOPHER J CALLEN	TREASURER	3.56	Officer Director	$0	$0	$0
RAY SCHNEIDER	STORE DIRECT	5.10	Director	$0	$0	$0
GIL CERELLI	CONFERENCE P	1.60	Director	$0	$0	$0
ANN BANOCHEK	CONFERENCE P	1.00	Director	$0	$0	$0
MICHELE SCHMITZ	CONFERENCE P	11.90	Director	$0	$0	$0
MICHELL WESCHER-FORTONA	CONFERENCE P	17.20	Director	$0	$0	$0
SANDY BENTLEY-WILLIAMS	CONFERENCE P	2.30	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	$1,119,774	$1,038,389	$2,081,618	$81,385
2023	$887,283	$883,732	$2,024,202	$3,551
2022	$805,388	$771,683	$2,031,056	$33,705
2021	$727,897	$679,702	$2,065,462	$48,195
2020	$610,804	$631,986	$1,963,655	$-21,182

SOCIETY OF ST VINCENT DEPAUL OZAUKEE COUNTY DISTRICT COUNCILINC