SOCIETY OF ST VINCENT DE PAUL - BASILICA OF ST MARY CONFERENCE (EIN 743131073) - Form 990 Financial Analysis & Trantor Score

🔒

Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2004

Legal Domicile

Principal Officer

PETER J BAUTZ

Phone

7038364100

Tax Period

2024-10-01 to 2025-09-30

SOCIETY OF ST VINCENT DE PAUL - BASILICA OF ST MARY CONFERENCE, founded in 2004, is a small nonprofit in the Human Services sector that reported $337K in total revenue in fiscal year 2019. Revenue surged 73% from the prior year, signaling strong growth momentum. The organization ran a surplus of $136K, a strong 40% operating margin.

Mission

THE MISSION OF THE SOCIETY OF ST. VINCENT DE PAUL IS "A NETWORK OF FRIENDS, INSPIRED BY GOSPEL VALUES, GROWING IN HOLINESS AND BUILDING A MORE JUST WORLD THROUGH PERSONAL RELATIONSHIPS WITH AND SERVICE TO PEOPLE IN NEED." VOLUNTEERISM, THEREFORE, IS THE HEART OF THE SOCIETY OF ST. VINCENT DE PAUL AND OUR WORK HELPING NEIGHBORS IN NEED.

🔒

Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $321,906

Program Service Revenue $0

Investment Income $0

Other Revenue $347

TOTAL REVENUE $322,253

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $226,147

Other Expenses $236,884

TOTAL EXPENSES $236,884

Year-over-Year Comparison

	2024	2023	Change
Revenue	$322,253	$282,518	+0.1%
Expenses	$236,884	$253,646	-0.1%
Net Income	$85,369	$28,872	+2.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
MARIETTA BERNOT	PRESIDENT	30.00	Officer Director	$0	$0	$0
PETER BAUTZ	TREASURER	20.00	Officer Director	$0	$0	$0
JAMES LAROCCO	DIRECTOR OF TRAINING AND LAY SPIRITUAL ADVISOR	10.00	Officer	$0	$0	$0
MERRI UCKERT	SECRETARY	10.00	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
2025	No data	No data	No data	No data
2025	$322,253	$236,884	$256,088	$85,369
2024	$282,518	$253,646	$170,719	$28,872
2023	$393,310	$518,688	$138,372	$-125,378
2022	$348,659	$315,145	$263,750	$33,514
2021	$501,681	$502,439	$230,236	$-758
2020	$337,377	$201,406	$230,994	$135,971

SOCIETY OF ST VINCENT DE PAUL - BASILICA OF ST MARY CONFERENCE