SOCIETY OF ST VINCENT DE PAUL DIST COUNCIL OF LAFAYETTE INDIANA INC (EIN 900054231) - 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

1986

Legal Domicile

Principal Officer

Gregory Kalisz

Phone

7656493622

Tax Period

2024-10-01 to 2025-09-30

SOCIETY OF ST VINCENT DE PAUL DIST COUNCIL OF LAFAYETTE INDIANA INC, founded in 1986, is a small nonprofit in the Human Services sector that reported $174K in total revenue in fiscal year 2024. Revenue decreased 16% compared to the prior year. The organization ran a surplus of $37K, a strong 22% operating margin.

Mission

Provide assistance to those in the community in need.

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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 $173,871

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $173,871

Expense Breakdown

Grants Paid $113,951

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $113,951

Other Expenses $22,506

TOTAL EXPENSES $136,457

Year-over-Year Comparison

	2024	2023	Change
Revenue	$173,871	$206,813	-0.2%
Expenses	$136,457	$195,590	-0.3%
Net Income	$37,414	$11,223	+2.3%

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

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
Keith Olson	President	25	Director	$0	$0	$0
Joyce Stoner	Corresponding Secretrary	12	Director	$0	$0	$0
Gregory Kalisz	Treasurer	25	Director	$0	$0	$0
Vickie Thomas	Assistant Treasurer	20	Director	$0	$0	$0
Joe Hellman	Vice-President	25	Director	$0	$0	$0
Rebecca Hull	Recording Secretary	12	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	$173,871	$136,457	$194,171	$37,414
2024	$206,813	$195,590	$156,757	$11,223

SOCIETY OF ST VINCENT DE PAUL DIST COUNCIL OF LAFAYETTE INDIANA INC