Society of St Vincent de Paul St Bernadette Conf (EIN 860828658) - 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

1996

Legal Domicile

Principal Officer

MaryMagdalene Montijo

Phone

5205863192

Tax Period

2024-10-01 to 2025-09-30

Society of St Vincent de Paul St Bernadette Conf, founded in 1996, is a small nonprofit in the Human Services sector that reported $135K in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. The organization ran a surplus of $22K, a strong 17% operating margin.

Mission

Provide direct assistance to needy.

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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 $135,093

Program Service Revenue $0

Investment Income $8

Other Revenue $0

TOTAL REVENUE $135,101

Expense Breakdown

Grants Paid $35,271

Salaries & Benefits $29,450

Fundraising Expenses $0

Program Expenses $77,114

Other Expenses $48,051

TOTAL EXPENSES $112,772

Year-over-Year Comparison

	2024	2023	Change
Revenue	$135,101	$121,302	+0.1%
Expenses	$112,772	$111,494	+0.0%
Net Income	$22,329	$9,808	+1.3%

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

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
MaryMagdalene Montijo	President	4.00	Officer Director	$0	$0	$0
Beverly Valencia	Vice PresidentInterim Store Treas	4.00	Officer Director	$0	$0	$0
Gloria Acuna	Treasurer Casework	4.00	Officer 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	$135,101	$112,772	$339,224	$22,329
2024	$121,302	$111,494	$353,622	$9,808
2023	$121,464	$135,036	$63,789	$-13,572
2022	$136,722	$115,030	$78,822	$21,692
2021	$123,346	$106,237	$60,348	$17,109
2020	$111,257	$139,265	$44,080	$-28,008
2019	$166,537	$181,552	$69,472	$-15,015
2018	$167,421	$188,228	$86,496	$-20,807

Society of St Vincent de Paul St Bernadette Conf