SOCIETY OF ST VINCENT DE PAUL ST JOSEPH CONFERENCE SEQUIM (EIN 911710033) - 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

1987

Legal Domicile

Principal Officer

Edward Koszykowski

Phone

3606832112

Tax Period

2023-10-01 to 2024-09-30

SOCIETY OF ST VINCENT DE PAUL ST JOSEPH CONFERENCE SEQUIM, founded in 1987, is a small nonprofit in the Human Services sector that reported $212K in total revenue in fiscal year 2023. Revenue decreased 11% compared to the prior year. Expenses of $191K left a modest 10% surplus.

Mission

Organization's Primary Purpose: Charity to those in need: housing; food; utilities; transportation; medical; educational; personal (funeral assistance). The Organization became a 501(c)(3) entity effective October 1, 2018.

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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 $208,779

Program Service Revenue $0

Investment Income $3,592

Other Revenue $0

TOTAL REVENUE $212,371

Expense Breakdown

Grants Paid $184,330

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $184,330

Other Expenses $6,983

TOTAL EXPENSES $191,313

Year-over-Year Comparison

	2023	2022	Change
Revenue	$212,371	$239,349	-0.1%
Expenses	$191,313	$165,963	+0.2%
Net Income	$21,058	$73,386	-0.7%

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

N/A

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
Edward Koszykowski	President	5	Officer	$0	$0	$0
Mike Flynn	Vice President	5	Officer	$0	$0	$0
Teresa Buckland	Secretary	5	Officer	$0	$0	$0
Noreen Evans	Treasurer	5	Officer	$0	$0	$0
Conrad Eaton	Cash Manager	5	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
2024	$212,371	$191,313	$146,710	$21,058
2023	$239,349	$165,963	$125,652	$73,386

SOCIETY OF ST VINCENT DE PAUL ST JOSEPH CONFERENCE SEQUIM