VINCENTIAN CHARITIES

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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

2011

Legal Domicile

Principal Officer

LOREE BEDFORD

Phone

3528011619

Tax Period

2024-11-01 to 2025-10-31

VINCENTIAN CHARITIES, founded in 2011, is a small nonprofit in the Housing & Shelter sector that reported $129K in total revenue in fiscal year 2024. The organization ran a surplus of $116K, a strong 90% operating margin.

Mission

OUR MISSION IS TO BREAK THE CYCLE OF GENERATIONAL POVERTY BY OFFERING FINANCIAL SUPPORT, STABLE HOUSING, AND COMPREHENSIVE EDUCATION AND MENTORSHIP THAT EMPOWER INDIVIDUALS AND FAMILIES TO OVERCOME POVERTY AND BUILD LASTING STABILITY IN THEIR LIVES.

Program Service Accomplishments

Program 1

VINCENTIAN CHARITIES, INC. PROVIDED HOUSING AND RENTAL ASSISTANCE TO LOW- INCOME HOUSEHOLDS TO PREVENT HOMELESSNESS. DURING THE YEAR, THE ORGANIZATION ASSISTED BY HELPING ENSURE SAFE AND STABLE...

VINCENTIAN CHARITIES, INC. PROVIDED HOUSING AND RENTAL ASSISTANCE TO LOW- INCOME HOUSEHOLDS TO PREVENT HOMELESSNESS. DURING THE YEAR, THE ORGANIZATION ASSISTED BY HELPING ENSURE SAFE AND STABLE LIVING CONDITIONS. IN ADDITION, MENTORING PROGRAMS WERE CONDUCTED FOR INDIVIDUALS AND FAMILIES, COVERING FINANCIAL LITERACY, BUDGETING, AND ACADEMIC GUIDANCE. THESE PROGRAMS DIRECTLY FURTHERED THE ORGANIZATIONS EXEMPT PURPOSE BY PROMOTING LONG-TERM FINANCIAL AND PERSONAL STABILITY AMONG PARTICIPANTS.

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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 $0

Program Service Revenue $2,700

Investment Income $126,645

Other Revenue $0

TOTAL REVENUE $129,345

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $13,570

Other Expenses $13,570

TOTAL EXPENSES $13,570

Year-over-Year Comparison

	2024	2023	Change
Revenue	$129,345	N/A	N/A
Expenses	$13,570	N/A	N/A
Net Income	$115,775	N/A	N/A

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

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
LOREE BEDFORD	VICE PRESIDE	13.00	Officer Director	$0	$0	$0
SUSAN KRAUS	SECRETARY	13.00	Officer Director	$0	$0	$0
ANNE MARGARET RAY	PRESIDENT	13.00	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	$129,345	$13,570	$246,675	$115,775