SOCIETY OF ST VINCENT DE PAUL DISTRICT COUNCIL OF MOBILE ALABAMA (EIN 822621024) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2008

Legal Domicile

Principal Officer

MARY BERTHIAUME

Phone

2514325173

Tax Period

2023-10-01 to 2024-09-30

SOCIETY OF ST VINCENT DE PAUL DISTRICT COUNCIL OF MOBILE ALABAMA, founded in 2008, is a small nonprofit in the Human Services sector that reported $459K in total revenue in fiscal year 2019. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $418K left a modest 9% surplus.

Mission

TO ENGAGE IN CHARITABLE, RELIGIOUS AND EDUCATIONS ACTIVITIES IN ACCORDANCE WITH THE TENANTS OF ST. VINCENT DE PAUL AND THE SOCIETY OF ST. VINCENT DE PAUL. TO UNITE THE CONFERENCES LOCATED IN THE ARCHDIOCESE OF MOBILE BY PROVIDING HELP, ACTING AS A LIASON WITH REGIONAL AND NATIONAL COUNCILS, ASSISTING WITH ADHERENCE AND FAITHFULNESS TO THE RULE, AND ENSURING THAT SPECIAL WORKS RECEIVE ONGOING SUPPORT.

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Trantor Score

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

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $577,877

Program Service Revenue $21,769

Investment Income $18,150

Other Revenue $0

TOTAL REVENUE $617,796

Expense Breakdown

Grants Paid $582,255

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $595,361

Other Expenses $50,824

TOTAL EXPENSES $633,079

Year-over-Year Comparison

	2023	2022	Change
Revenue	$617,796	$502,855	+0.2%
Expenses	$633,079	$537,895	+0.2%
Net Income	$-15,283	$-35,040	-0.6%

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

Employees

N/A

Volunteers

N/A

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
CHARLES MOORE	SPIRITUAL AD	N/A	Officer Director	$0	$0	$0
BEATTIE DOROTHY	DIRECTOR	N/A	Director	$0	$0	$0
LINDA HURM	2ND VP	N/A	Officer	$0	$0	$0
ANN MACKIE	1ST VP	N/A	Officer	$0	$0	$0
STEPHEN STUCKWISCH	DIRECTOR	N/A	Director	$0	$0	$0
MARY ANN CRAIG	DIRECTOR	N/A	Director	$0	$0	$0
MARGARET WILCOX	DIRECTOR	N/A	Director	$0	$0	$0
MARGARETH HALE	DIRECTOR	N/A	Director	$0	$0	$0
JERRY PELOUX	DIRECTOR	N/A	Director	$0	$0	$0
KAY REHM	DIRECTOR	N/A	Director	$0	$0	$0
BILL ISHEE	TREASURER	N/A	Officer	$0	$0	$0
GEORGE MURR	DIRECTOR	N/A	Director	$0	$0	$0
JODY SCHAEFFER	DIRECTOR	N/A	Director	$0	$0	$0
MATTHEW KILLMEIER	DIRECTOR	N/A	Director	$0	$0	$0
MARY BERTHIAUME	PRESIDENT	N/A	Officer	$0	$0	$0
PATTI HUGHES	DIRECTOR	N/A	Director	$0	$0	$0
SUSAN COMPTON	DIRECTOR	N/A	Director	$0	$0	$0
TJ SINGLETON	DIRECTOR	N/A	Director	$0	$0	$0
SYBIL WHITFIELD	DIRECTOR	N/A	Director	$0	$0	$0
ROBBIE HENDERSON	DIRECTOR	N/A	Director	$0	$0	$0
BRENDA ELSEVIER	DIRECTOR	N/A	Director	$0	$0	$0
MARY VINES	DIRECTOR	N/A	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	$617,796	$633,079	$262,428	$-15,283
2023	$502,855	$537,895	$275,396	$-35,040
2022	$475,081	$511,543	$305,459	$-36,462
2021	$505,926	$459,880	$337,548	$46,046
2020	$459,433	$418,358	$291,502	$41,075

SOCIETY OF ST VINCENT DE PAUL DISTRICT COUNCIL OF MOBILE ALABAMA