Daughters of St Mary Convent (EIN 814733466) - 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

2016

Legal Domicile

Principal Officer

Chuong Pham

Phone

4698264196

Tax Period

2024-01-01 to 2024-12-31

Daughters of St Mary Convent, founded in 2016, is a micro nonprofit in the Religion sector that reported $40K in total revenue in fiscal year 2024. Revenue fell 27% from the prior year — a significant decline worth monitoring. Expenses of $45K exceeded revenue, resulting in a 13% operating deficit.

Mission

The Daughters of St. Mary Convent serve Christ by feeding, clothing, and comforting the needy, widows, orphans, and the sick through ministry and charity.

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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 $38,893

Program Service Revenue $0

Investment Income $0

Other Revenue $1,160

TOTAL REVENUE $40,053

Expense Breakdown

Grants Paid $36,997

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $36,997

Other Expenses $8,306

TOTAL EXPENSES $45,303

Year-over-Year Comparison

	2024	2023	Change
Revenue	$40,053	$55,206	-0.3%
Expenses	$45,303	$47,501	0.0%
Net Income	$-5,250	$7,705	-1.7%

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

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
John Chuong Pham	President	004.00	Officer Director Key Emp	$0	$0	$0
Kieu Tran	Executive VP	004.00	Officer Director Key Emp	$0	$0	$0
My Le	Secretrary, Director	004.00	Officer Director Key Emp	$0	$0	$0
Huong Pham	Treasurer, Director	004.00	Officer Director Key Emp	$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	$40,053	$45,303	$29,832	$-5,250
2023	$55,206	$47,501	$45,575	$7,705
2022	$8,380	$270,527	$44,475	$-262,147
2021	$303,575	$119,875	$234,818	$183,700

Daughters of St Mary Convent