SOCIETY OF ST VINCENT DE PAUL (EIN 420890358) - 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

1953

Legal Domicile

Principal Officer

RICHARD MERFELD

Phone

5635823733

Tax Period

2024-10-01 to 2025-09-30

SOCIETY OF ST VINCENT DE PAUL, founded in 1953, is a community nonprofit that reported $2.2M in total revenue in fiscal year 2024. Revenue surged 38% from the prior year, signaling strong growth momentum. Expenses of $2.0M left a modest 9% surplus.

Mission

PROVIDE CLOTHING, FURNITURE, AND ASSISTANCE TO THE NEEDY.

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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 $758,748

Program Service Revenue $1,357,571

Investment Income $58,748

Other Revenue $0

TOTAL REVENUE $2,175,067

Expense Breakdown

Grants Paid $0

Salaries & Benefits $745,346

Fundraising Expenses $0

Program Expenses $1,924,380

Other Expenses $1,236,326

TOTAL EXPENSES $1,981,672

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,175,067	$1,572,999	+0.4%
Expenses	$1,981,672	$1,467,074	+0.4%
Net Income	$193,395	$105,925	+0.8%

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

N/A

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
RICHARD MERFELD	EXECUTIVE DI	40.00	Highest	$122,000	$0	$122,000
DAVID BECKER	PRS CATHEDRA	N/A	Director	$0	$0	$0
ANDREW BENKO	DISTRICT VIC	N/A	Officer Director	$0	$0	$0
TOM DANNER	DISTRICT PRE	N/A	Officer Director	$0	$0	$0
RICHARD FELLER	PRS NATIVITY	N/A	Director	$0	$0	$0
STEVE OCHS	PRS ST JOES	N/A	Director	$0	$0	$0
DON SCHIFFER	DISTRICT SEC	N/A	Officer Director	$0	$0	$0
JOANNE TOBIN	DISTRICT TRE	N/A	Officer 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	$2,175,067	$1,981,672	$1,357,092	$193,395
2024	$1,572,999	$1,467,074	$1,157,594	$105,925
2023	$1,352,934	$1,082,860	$1,034,935	$270,074
2022	$1,103,488	$930,722	$767,492	$172,766
2021	$911,204	$575,220	$586,531	$335,984
2020	$603,029	$586,427	$249,856	$16,602
2019	$524,866	$599,180	$971,001	$-74,314
2018	$630,762	$600,481	$1,049,350	$30,281

SOCIETY OF ST VINCENT DE PAUL