SOCIETY OF ST VINCENT DE PAUL HOLY TRINITY CONFERENCE

EIN: 843047407 501(c)(3) Human Services

Charlottesville, VA

Total Revenue
$228,061
Total Expenses
$215,505
Total Assets
$36,900
Net Assets
$36,900
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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
2020
Legal Domicile
VA
Principal Officer
Denise Zito
Phone
4342268022
Tax Period
2024-10-01 to 2025-09-30

SOCIETY OF ST VINCENT DE PAUL HOLY TRINITY CONFERENCE, founded in 2020, is a small nonprofit in the Human Services sector that reported $228K in total revenue in fiscal year 2024. Revenue surged 44% from the prior year, signaling strong growth momentum. Expenses of $216K left a modest 6% surplus.

Mission

Provide financial assistance to local persons in need. Funding is raised by charitable donations.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $228,061
Program Service Revenue $0
Investment Income $0
Other Revenue $0
TOTAL REVENUE $228,061

Expense Breakdown

Grants Paid $209,783
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $215,505
Other Expenses $5,722
TOTAL EXPENSES $215,505

Year-over-Year Comparison

2024 2023 Change
Revenue $228,061 $158,563 +0.4%
Expenses $215,505 $167,193 +0.3%
Net Income $12,556 $-8,630 -2.5%
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

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Governance

Voting Members
4
Independent Members
N/A
Employees
N/A
Volunteers
32

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
4
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Bridget Davis President 20
Officer
$0 $0 $0
Gary Stevens Vice President 10
Officer
$0 $0 $0
Maria Puente-Duany Secretary 10
Officer
$0 $0 $0
Denise Zito Treasurer 20
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 $228,061 $215,505 $36,900 $12,556
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