Society of St Vincent De Paul Council of Upper Pinellas County (EIN 593050191) - 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

1986

Legal Domicile

Principal Officer

Carol Purcell

Phone

7274425306

Tax Period

2023-10-01 to 2024-09-30

Society of St Vincent De Paul Council of Upper Pinellas County, founded in 1986, is a community nonprofit in the Human Services sector that reported $1.2M in total revenue in fiscal year 2023. Revenue surged 21% from the prior year, signaling strong growth momentum. Expenses of $1.1M left a modest 8% surplus.

Mission

To clothe, feed, and care for the homeless and poor.

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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 $607,520

Program Service Revenue $0

Investment Income $2,178

Other Revenue $617,720

TOTAL REVENUE $1,227,418

Expense Breakdown

Grants Paid $197,480

Salaries & Benefits $420,249

Fundraising Expenses $2,447

Program Expenses $912,446

Other Expenses $516,508

TOTAL EXPENSES $1,134,237

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,227,418	$1,016,591	+0.2%
Expenses	$1,134,237	$923,997	+0.2%
Net Income	$93,181	$92,594	+0.0%

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

150

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

$81,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Carol Purcell	President	30.00	Officer Director	$0	$0	$0
Ann Rood	Secretary	10.00	Officer Director	$0	$0	$0
Maureen Lawrence	Treasurer	5.00	Officer Director	$0	$0	$0
John Sieh	Vice President	4.00	Officer Director	$0	$0	$0
Patrick Ahern	Board Member	2.00	Director	$0	$0	$0
Jerry Gehrand	Board Member	2.00	Director	$0	$0	$0
John Sierra	Board Member	2.00	Director	$0	$0	$0
Gina Massotto	Board Member	2.00	Director	$0	$0	$0
Anthony Damianakis	Board Member	2.00	Director	$0	$0	$0
Scott Huang	Board Member	2.00	Director	$0	$0	$0
Christine Bond	Executive Director	40.00	Officer	$81,000	$0	$81,000

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	$1,227,418	$1,134,237	$1,768,545	$93,181
2023	$1,016,591	$923,997	$1,722,062	$92,594
2022	$1,027,828	$912,857	$1,578,553	$114,971
2021	$810,801	$778,032	$1,382,521	$32,769
2020	$556,948	$676,069	$1,403,768	$-119,121
2019	$684,278	$755,472	$1,458,461	$-71,194
2018	$473,329	$581,635	$1,538,595	$-108,306

Society of St Vincent De Paul Council of Upper Pinellas County