SOCIETY OF ST VINCENT DE PAUL ST MARY CONFERENCE (EIN 800501259) - 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

2022

Legal Domicile

Principal Officer

Ray Urban

Phone

9197345033

Tax Period

2024-10-01 to 2025-09-30

SOCIETY OF ST VINCENT DE PAUL ST MARY CONFERENCE, founded in 2022, is a micro nonprofit in the Human Services sector that reported $66K in total revenue in fiscal year 2024. Revenue decreased 15% compared to the prior year. Expenses of $63K left a modest 4% surplus.

Mission

The St. Mary Conference provide financial assistance to those in need in Wayne County, NC. This is typically rent and utility payments but may also include other personal expenses such as for medicine, minor home repairs, transportation, etc. Those individuals receiving assistance are not paid directly. The conference pays the vendor.

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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 (2024)

Revenue Breakdown

Contributions & Grants $66,129

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $66,129

Expense Breakdown

Grants Paid $60,068

Salaries & Benefits $0

Fundraising Expenses $1,860

Program Expenses $60,068

Other Expenses $3,426

TOTAL EXPENSES $63,494

Year-over-Year Comparison

	2024	2023	Change
Revenue	$66,129	$77,586	-0.1%
Expenses	$63,494	$81,809	-0.2%
Net Income	$2,635	$-4,223	-1.6%

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

N/A

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
Ray Urban	President	20	Officer	$0	$0	$0
Suzanne Miller	Treasurer	5	Officer	$0	$0	$0
Sterling Jarrett	Secretary	3	Officer	$0	$0	$0
Steve Heil	Spiritual Advisor	6	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	$66,129	$63,494	$5,945	$2,635
2024	$77,586	$81,809	$3,311	$-4,223
2023	$62,218	$57,854	$7,533	$4,364
2022	$53,591	$60,924	$3,169	$-7,333

SOCIETY OF ST VINCENT DE PAUL ST MARY CONFERENCE