THE SOCIETY OF ST VINCENT DE PAUL OF OMAHA NEBRASKA (EIN 470745721) - 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

1962

Legal Domicile

Principal Officer

JILL LYNCH-SOSA

Phone

4027798499

Tax Period

2023-10-01 to 2024-09-30

THE SOCIETY OF ST VINCENT DE PAUL OF OMAHA NEBRASKA, founded in 1962, is a community nonprofit that reported $6.0M in total revenue in fiscal year 2023. Revenue decreased 13% compared to the prior year.

Mission

TO PROVIDE CRISIS ASSISTANCE TO THOSE MOST IN NEED.

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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 $4,367,344

Program Service Revenue $1,610,160

Investment Income $53,979

Other Revenue $0

TOTAL REVENUE $6,031,483

Expense Breakdown

Grants Paid $2,956,855

Salaries & Benefits $1,694,268

Fundraising Expenses $255,686

Program Expenses $5,673,400

Other Expenses $1,554,105

TOTAL EXPENSES $6,205,228

Year-over-Year Comparison

	2023	2022	Change
Revenue	$6,031,483	$6,971,652	-0.1%
Expenses	$6,205,228	$6,633,477	-0.1%
Net Income	$-173,745	$338,175	-1.5%

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

129

Volunteers

645

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

$179,750

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KEVIN GRODE	PRESIDENT	5.00	Officer Director	$0	$0	$0
DIANE MEAD	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
NORA HILLYER	SECRETARY	1.00	Officer Director	$0	$0	$0
JOHN JESSE III	TREASURER	1.00	Officer Director	$0	$0	$0
TODD JONAS	MEMBER	1.00	Director	$0	$0	$0
JOANI MULLIN	MEMBER	1.00	Director	$0	$0	$0
ZACH PETERSEN	MEMBER	1.00	Director	$0	$0	$0
LINDA KUEPER	MEMBER	1.00	Director	$0	$0	$0
CELITA MORRISON	MEMBER	0.50	Director	$0	$0	$0
CHRIS BEELER	MEMBER	0.50	Director	$0	$0	$0
GARY HENNINGSEN	MEMBER	0.50	Director	$0	$0	$0
MARTIN MCCASLIN	MEMBER (UNTIL MAY 2024)	0.50	Director	$0	$0	$0
JILL LYNCH-SOSA	EXECUTIVE DIRECTOR	50.00	Officer	$96,442	$0	$96,442
ALI BRITT	OPERATIONS DIRECTOR	50.00	Officer	$83,308	$0	$83,308

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	$6,031,483	$6,205,228	$3,477,493	$-173,745
2023	$6,971,652	$6,633,477	$2,100,366	$338,175
2022	$4,960,253	$4,746,433	$1,897,262	$213,820
2021	$4,885,072	$4,468,398	$1,708,062	$416,674
2020	$3,105,222	$2,986,227	$1,467,438	$118,995
2018	$1,666,622	$1,511,565	$635,987	$155,057

THE SOCIETY OF ST VINCENT DE PAUL OF OMAHA NEBRASKA