SOCIETY OF SAINT VINCENT DE PAUL S… - Form 990 Financial Data

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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

2001

Legal Domicile

Tax Period

2024-01-01 to 2024-12-31

SOCIETY OF SAINT VINCENT DE PAUL SAINT MARGARET MA, founded in 2001, is a small nonprofit in the Human Services sector that reported $250K in total revenue in fiscal year 2024. The organization ran a surplus of $62K, a strong 25% operating margin.

Mission

TO MEET THE NEEDS OF VALLEY PEOPLE WHO HAVE BEEN STRUCK WITH DISASTER.

Program Service Accomplishments

Program 1

Expenses: $188,743

THE ST. VINCENT DE PAUL SOCIETY WAS BEGUN 15 YEARS AGO TO MEET THE GROWING NUMBERS OF REQUESTS FOR EMERGENCY FINANCIAL ASSISTANCE TO FAMILIES IN BLACK MOUNTAIN, SWANNANOA AND EAST ASHEVILLE. OUR...

THE ST. VINCENT DE PAUL SOCIETY WAS BEGUN 15 YEARS AGO TO MEET THE GROWING NUMBERS OF REQUESTS FOR EMERGENCY FINANCIAL ASSISTANCE TO FAMILIES IN BLACK MOUNTAIN, SWANNANOA AND EAST ASHEVILLE. OUR CLIENT NEIGHBORS STRUGGLE TO MEET HIGH RENT, POWER, HEATING AND WATER COSTS WHEN SOCIAL SECURITY, DISABILITY BENEFITS AND LOW-WAGE JOB INCOMES ARE OVERPOWERED BY SUDDEN, UNFORESEEN EXPENSES LIKE BACK RENT, POWER DISCONNECT THREATS, TEMPORARY HOUSING COSTS, MEDICAL EXPENSES AND, ESPECIALLY, SUDDEN AUTOMOBILE EXPENSES. WE ARE FORTUNATE TO ENJOY CLOSE RELATIONSHIPS AND COOPERATION WITH A NUMBER OF LOCAL RELIGIOUS AND GOVERNMENTAL ORGANIZATIONS TO ASSIST NEIGHBORS WHOSE NEEDS, LIKE LARGE RENT ARREARS OR CAR-REPAIR BILLS, EXCEED OUR ABILITY FULLY TO ASSIST.

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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 $250,434

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $250,434

Expense Breakdown

Grants Paid $187,040

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $188,743

Other Expenses $1,703

TOTAL EXPENSES $188,743

Year-over-Year Comparison

	2024	2023	Change
Revenue	$250,434	$249,362	+0.0%
Expenses	$188,743	$188,743	N/A
Net Income	$61,691	$60,619	+0.0%

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
TERRY FOLLEY	SECRETARY	1.00	Officer Director	$0	$0	$0
CHERYL HUNT	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
SHEILA LANGDON	MEMBER	1.00	Director	$0	$0	$0
MARGE LATTA	MEMBER	1.00	Director	$0	$0	$0
ANNE MINKS	MEMBER	1.00	Director	$0	$0	$0
DOROTHY PIGNATARO	MEMBER	1.00	Director	$0	$0	$0
MIKE SOBOL	PRESIDENT	1.00	Officer Director	$0	$0	$0
RUDY TORRICO	TREASURER	1.00	Officer Director	$0	$0	$0
DOROTHY VITALE	MEMBER	1.00	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
2025	No data	No data	No data	No data
2024	$250,434	$188,743	$97,146	$61,691

SOCIETY OF SAINT VINCENT DE PAUL SAINT MARGARET MA