SOCIETY OF ST VINCENT DE PAUL DISTRICT COUNCIL OF WATERLOO IOWA (EIN 420801845) - 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

1950

Legal Domicile

Principal Officer

RACHEL JENSON

Phone

3192323366

Tax Period

2024-10-01 to 2025-09-30

SOCIETY OF ST VINCENT DE PAUL DISTRICT COUNCIL OF WATERLOO IOWA, founded in 1950, is a small nonprofit in the Human Services sector that reported $279K in total revenue in fiscal year 2024. Revenue surged 53% from the prior year, signaling strong growth momentum. Expenses of $248K left a modest 11% surplus.

Mission

PROVIDE ASSISTANCE TO LOW INCOME INDIVIDUALS AND FAMILIES.

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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 $269,028

Program Service Revenue $0

Investment Income $6,508

Other Revenue $3,436

TOTAL REVENUE $278,972

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $248,455

Other Expenses $248,455

TOTAL EXPENSES $248,455

Year-over-Year Comparison

	2024	2023	Change
Revenue	$278,972	$181,923	+0.5%
Expenses	$248,455	$168,998	+0.5%
Net Income	$30,517	$12,925	+1.4%

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

N/A

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
THERESE BUFFINGTON	VICE PRESIDE	8.00	Officer	$0	$0	$0
RACHEL JENSON	PRESIDENT	14.00	Officer	$0	$0	$0
DON JOHNSTON	TREASURER	9.00	Officer	$0	$0	$0
CONNIE KOFRON	SECRETARY	8.00	Officer	$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	$278,972	$248,455	$345,855	$30,517
2024	$181,923	$168,998	$318,463	$12,925
2023	$146,596	$185,277	$310,848	$-38,681
2022	$117,103	$164,655	$350,469	$-47,552
2021	$128,308	$142,441	$401,146	$-14,133
2020	$354,150	$150,861	$418,404	$203,289
2019	$558,787	$444,762	$261,803	$114,025

SOCIETY OF ST VINCENT DE PAUL DISTRICT COUNCIL OF WATERLOO IOWA