Monterey Peninsula District Council St Vincent de Paul Society (EIN 770520525) - 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

2000

Legal Domicile

Principal Officer

Miranda S Morris

Phone

8316248154

Tax Period

2023-01-01 to 2023-12-31

Monterey Peninsula District Council St Vincent de Paul Society, founded in 2000, is a small nonprofit in the Human Services sector that reported $336K in total revenue in fiscal year 2023. Revenue decreased 14% compared to the prior year. Expenses of $465K exceeded revenue, resulting in a 38% operating deficit.

Mission

THE MISSION OF THE SOCIETY OF ST VINCENT DE PAUL IS TO SERVE THE NEEDY. FUNDS FOR THE ORGANIZATION ARE GENERATED LARGELY FROM DONATIONS OF CASH AND PERSONAL PROPERTY. DONATED CLOTHING AND HOUSEHOLD ITEMS ARE SOLD OR GIVEN OUT IN THE TWO THRIFT STORES. DONATED AND PURCHASED GROCERIES ARE DISTRIBUTED AT THE FOOD CUPBOARD. CALLERS ARE HELPED WITH EMERGENCY FAMILY NEEDS.

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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 $36,969

Program Service Revenue $0

Investment Income $-38,894

Other Revenue $338,262

TOTAL REVENUE $336,337

Expense Breakdown

Grants Paid $40,705

Salaries & Benefits $242,764

Fundraising Expenses $0

Program Expenses $438,593

Other Expenses $181,708

TOTAL EXPENSES $465,177

Year-over-Year Comparison

	2023	2022	Change
Revenue	$336,337	$391,388	-0.1%
Expenses	$465,177	$450,475	+0.0%
Net Income	$-128,840	$-59,087	+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

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
Miranda S Morris	Council Pres	15.00	Officer	$0	$0	$0
John M Grunder	Conference Pres	2.00	Officer	$0	$0	$0
Charles T Olvis	Secretary	15.00	Officer	$0	$0	$0
Kathleen M Wall	COUNCIL VP	0.50	Officer	$0	$0	$0
Bobbie Gore	CONF VP	15.00	Officer	$0	$0	$0
Robert Gumerlock	Treasurer	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
2024	No data	No data	No data	No data
2023	$336,337	$465,177	$905,829	$-128,840
2022	$391,388	$450,475	$1,032,867	$-59,087
2021	$1,605,273	$396,191	$1,253,950	$1,209,082
2020	$316,572	$348,272	$72,500	$-31,700

Monterey Peninsula District Council St Vincent de Paul Society