IDAHO FALLS CONFERENCE OF THE SOCIETY OF ST VINCENT DE PAUL INC (EIN 820477793) - 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

1995

Legal Domicile

Principal Officer

BRYAN FORSMANN

Phone

2085226280

Tax Period

2023-10-01 to 2024-09-30

IDAHO FALLS CONFERENCE OF THE SOCIETY OF ST VINCENT DE PAUL INC, founded in 1995, is a small nonprofit in the Community Improvement sector that reported $774K in total revenue in fiscal year 2023.

Mission

ST VINCENT DE PAUL PROVIDES HOUSING, UTILITIES, FOOD AND MEDICAL ASISTANCE TO THE POOR OF THE COMMUNITY

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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 $444,929

Program Service Revenue $0

Investment Income $7,543

Other Revenue $321,033

TOTAL REVENUE $773,505

Expense Breakdown

Grants Paid $384,493

Salaries & Benefits $324,845

Fundraising Expenses $0

Program Expenses $768,496

Other Expenses $60,801

TOTAL EXPENSES $770,139

Year-over-Year Comparison

	2023	2022	Change
Revenue	$773,505	$770,487	+0.0%
Expenses	$770,139	$751,144	+0.0%
Net Income	$3,366	$19,343	-0.8%

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

Volunteers

180

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
KRISTINA BATALDEN	DIRECTOR	2.00	Director	$0	$0	$0
BRYAN FORSMANN	DIRECTOR	2.00	Officer Director	$0	$0	$0
KATRINA FORSMANN	DIRECTOR	2.00	Director	$0	$0	$0
VIRGINIA GALE	DIRECTOR	2.00	Director	$0	$0	$0
KATHY HARRIS	DIRECTOR	2.00	Director	$0	$0	$0
LISA NATE	DIRECTOR	2.00	Director	$0	$0	$0
DOUG SCHWARTZENBERGER	DIRECTOR	2.00	Director	$0	$0	$0
RHONDA SCHWARTZENBERGER	DIRECTOR	2.00	Director	$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	$773,505	$770,139	$1,235,227	$3,366
2023	$770,487	$751,144	$1,213,962	$19,343
2022	$746,234	$745,547	$1,185,428	$687
2020	$651,441	$718,521	$1,121,948	$-67,080
2018	$706,490	$637,844	$1,114,942	$68,646

IDAHO FALLS CONFERENCE OF THE SOCIETY OF ST VINCENT DE PAUL INC