Society of St Vincent de Paul St M… - 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

2014

Legal Domicile

Principal Officer

John Jakositz

Tax Period

2021-10-01 to 2022-09-30

Society of St Vincent de Paul St Mary Magdalene Co, founded in 2014, is a small nonprofit in the Human Services sector that reported $406K in total revenue in fiscal year 2021. Revenue surged 2528% from the prior year, signaling strong growth momentum. The organization ran a surplus of $337K, a strong 83% operating margin.

Mission

Provide assistance to low income families and individuals in the community. This includes assistance in food, clothing, housing and utilities.

Program Service Accomplishments

Program 1

Expenses: $66,971

Assistance including food, clothing, housing and utilities were provided to the local community. Approximately 380 adults with 600 children were served during this fiscal year.

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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 (2021)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $405,666

Investment Income $0

Other Revenue $0

TOTAL REVENUE $405,666

Expense Breakdown

Grants Paid $1,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $66,971

Other Expenses $67,776

TOTAL EXPENSES $68,776

Year-over-Year Comparison

	2021	2020	Change
Revenue	$405,666	$15,436	+25.3%
Expenses	$68,776	$8,295	+7.3%
Net Income	$336,890	$7,141	+46.2%

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
Anne Tichy	Vice President	5.00	Officer	$0	$0	$0
John Jakositz	PresidentTreasurer	15.00	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
2022	$405,666	$68,776	$348,277	$336,890

Society of St Vincent de Paul St Mary Magdalene Co