DIOCESAN COUNCIL FOR THE SOCIETY OF ST VINCENT DE PAUL DIOCESE PHOENIX (EIN 860096789) - 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

1946

Legal Domicile

Principal Officer

SHANNON CLANCY

Phone

6022664483

Tax Period

2023-10-01 to 2024-09-30

DIOCESAN COUNCIL FOR THE SOCIETY OF ST VINCENT DE PAUL DIOCESE PHOENIX, founded in 1946, is a mid-sized nonprofit in the Religion sector that reported $92.7M in total revenue in fiscal year 2023. Revenue surged 21% from the prior year, signaling strong growth momentum. The organization ran a surplus of $16.2M, a strong 18% operating margin.

Mission

HARNESSING THE POWER OF COMMUNITY AND PARTNERSHIPS TO FEED, CLOTHE, HOUSE, AND HEAL.

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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 $86,475,612

Program Service Revenue $3,590,935

Investment Income $2,485,102

Other Revenue $150,935

TOTAL REVENUE $92,702,584

Expense Breakdown

Grants Paid $253,427

Salaries & Benefits $24,809,237

Fundraising Expenses $6,874,159

Program Expenses $62,700,740

Other Expenses $51,261,700

TOTAL EXPENSES $76,473,974

Year-over-Year Comparison

	2023	2022	Change
Revenue	$92,702,584	$76,780,634	+0.2%
Expenses	$76,473,974	$71,635,313	+0.1%
Net Income	$16,228,610	$5,145,321	+2.2%

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

543

Volunteers

13762

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

$456,036

Total Directors

$90,561

Key Employees

$225,275

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEPHEN ZABILSKI CEO LEFT 1223	BOARD MEMBER	40.00	Officer Director	$41,242	$6,441	$47,683
LAUREN GAMMILL CFO START 923	TREASURER	40.00	Officer Director	$42,729	$149	$42,878
JAMES GREEN	BOARD MEMBER	2.00	Director	$0	$0	$0
JOHN WERNET	DISTRICT PRESIDENT	2.00	Director	$0	$0	$0
JOSEPH RILEY	BOARD MEMBER	2.00	Director	$0	$0	$0
KRITINA MOHR	DISTRICT PRESIDENT	2.00	Director	$0	$0	$0
LORI SELLERS	DISTRICT PRESIDENT	2.00	Director	$0	$0	$0
LUCY LOPEZ	DISTRICT PRESIDENT	2.00	Director	$0	$0	$0
PATRICK ARENDT VICE PRESIDENT	DISTRICT PRESIDENT	2.00	Director	$0	$0	$0
PHILIP BROCKER	DISTRICT PRESIDENT	2.00	Director	$0	$0	$0
SCOTT WATSON	DISTRICT PRESIDENT	2.00	Director	$0	$0	$0
SHARON SAMMARTINO	BOARD MEMBER	2.00	Director	$0	$0	$0
STACY COTRONEO	BOARD MEMBER	2.00	Officer Director	$0	$0	$0
MICHAEL ANDERSON	DISTRICT PRESIDENT	2.00	Director	$0	$0	$0
ALLYN GEINOSKY	3RD VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
BERNADINE HUBBERT	DISTRICT PRESIDENT	2.00	Director	$0	$0	$0
MARY ANN HUNTER	1ST VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
PATRICK LUCUS	BOARD MEMBER	2.00	Director	$0	$0	$0
KELLY MORTENSEN	TREASURER	2.00	Officer Director	$0	$0	$0
JEAN RENN	DISTRICT PRESIDENT	2.00	Director	$0	$0	$0
JEANETTE SCHMIDT	BOARD MEMBER	2.00	Director	$0	$0	$0
SHIRLEY SMALLEY PRESIDENT	BOARD MEMBER	2.00	Officer Director	$0	$0	$0
MICHAEL SUTTER	DISTRICT PRESIDENT	2.00	Director	$0	$0	$0
CLAIRE WAGNER	SECRETARY	2.00	Officer Director	$0	$0	$0
MARCUS ANDERSON	CFO (LEFT 10/24)	40.00	Officer	$156,466	$25,877	$182,343
SHANNON CLANCY	CEO	40.00	Officer	$159,476	$23,656	$183,132
RYAN CORRY	CHIEF PHILANTHROPY OFFICER	40.00	Key Emp	$191,641	$33,634	$225,275
JESSICA BERG	CHIEF PROGRAM OFFICER	40.00	Highest	$144,497	$27,959	$172,456
MARY CHOU THOMPSON	CHIEF MARKETING OFFICER	40.00	Highest	$118,883	$34,046	$152,929
PATRICK DONALDSON	CHIEF OF STAFF	40.00	Highest	$150,371	$10,639	$161,010
BETZANAHY LEYVA	STAFF DENTIST	40.00	Highest	$147,677	$18,575	$166,252
SCOTT MYERS	CLINICAL DENTAL DIRECTOR	40.00	Highest	$186,531	$28,654	$215,185

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	$92,702,584	$76,473,974	$126,826,300	$16,228,610
2023	$76,780,634	$71,635,313	$99,891,443	$5,145,321
2022	$74,537,124	$71,552,807	$90,037,714	$2,984,317
2021	$83,770,017	$65,747,300	$96,360,524	$18,022,717
2020	$65,941,894	$57,329,231	$72,236,737	$8,612,663
2019	$52,991,143	$50,875,465	$61,390,380	$2,115,678
2018	$54,346,852	$46,789,137	$62,192,336	$7,557,715

DIOCESAN COUNCIL FOR THE SOCIETY OF ST VINCENT DE PAUL DIOCESE PHOENIX