ST VINCENT DE PAUL SOCIETY OF SAINT MARY FREDERICKSBURG (EIN 742511527) - 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

1988

Legal Domicile

Principal Officer

DOTTIE DUECKER

Phone

8309973392

Tax Period

2023-10-01 to 2024-09-30

ST VINCENT DE PAUL SOCIETY OF SAINT MARY FREDERICKSBURG, founded in 1988, is a small nonprofit that reported $620K in total revenue in fiscal year 2023.

Mission

THE SOCIETY IS A CATHOLIC LAY ORGANIZATION WHOSE MISSION IS TO LEAD MEN AND WOMEN TO JOIN TOGETHER IN SERVICE BY OFFERING PERSONAL AND FINANCIAL ASSISTANCE TO THOSE WHO ARE IN NEED OR SUFFERING.

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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 $577,646

Program Service Revenue $0

Investment Income $31,941

Other Revenue $10,780

TOTAL REVENUE $620,367

Expense Breakdown

Grants Paid $472,533

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $579,053

Other Expenses $205,569

TOTAL EXPENSES $678,102

Year-over-Year Comparison

	2023	2022	Change
Revenue	$620,367	$614,560	+0.0%
Expenses	$678,102	$339,053	+1.0%
Net Income	$-57,735	$275,507	-1.2%

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

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
VERNA FRITZ	SECRETARY	18.00	Officer	$0	$0	$0
DOTTIE DUECKER	TREASURER	24.00	Officer	$0	$0	$0
MIKE EILERS	PRESIDENT	18.00	Officer	$0	$0	$0
JIM CHUDE	VICE PRESIDENT	24.00	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
2024	$620,367	$678,102	$1,159,264	$-57,735
2023	$614,560	$339,053	$1,215,277	$275,507
2022	$629,027	$449,910	$939,437	$179,117
2021	$502,033	$381,778	$759,624	$120,255
2020	$318,223	$290,034	$638,833	$28,189
2019	$293,331	$281,946	$610,150	$11,385
2018	$270,580	$259,337	$598,279	$11,243

ST VINCENT DE PAUL SOCIETY OF SAINT MARY FREDERICKSBURG