ST VINCENT de PAUL SOCIETY (EIN 930964181) - 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

1984

Legal Domicile

Principal Officer

Jim Schlotfeldt

Phone

5034722003

Tax Period

2023-10-01 to 2024-09-30

ST VINCENT de PAUL SOCIETY, founded in 1984, is a small nonprofit in the Human Services sector that reported $464K in total revenue in fiscal year 2023. Expenses of $428K left a modest 8% surplus.

Mission

To provide assistance to the poor by providing funds for food, clothing and shelter to individuals and families.

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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 $67,578

Program Service Revenue $389,512

Investment Income $6,822

Other Revenue $0

TOTAL REVENUE $463,912

Expense Breakdown

Grants Paid $24,912

Salaries & Benefits $299,367

Fundraising Expenses $0

Program Expenses $347,575

Other Expenses $104,093

TOTAL EXPENSES $428,372

Year-over-Year Comparison

	2023	2022	Change
Revenue	$463,912	$442,285	+0.0%
Expenses	$428,372	$417,521	+0.0%
Net Income	$35,540	$24,764	+0.4%

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
Jim Schlotfeldt	President	2.00	Officer Director	$0	$0	$0
Kevin Nolan	Past President	2.00	Officer Director	$0	$0	$0
Jeanette Bernards	Treasurer	2.00	Officer Director	$0	$0	$0
Steve Bernards	Director	1.00	Director	$0	$0	$0
Lon Buchheit	Director	1.00	Director	$0	$0	$0
Mary Smith	Director	1.00	Director	$0	$0	$0
Joe Amerson	Director	1.00	Director	$0	$0	$0
Barbara Martin	Secretary	2.00	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
2024	$463,912	$428,372	$695,486	$35,540
2023	$442,285	$417,521	$656,178	$24,764
2022	$456,921	$401,437	$630,508	$55,484
2021	$411,350	$402,166	$566,316	$9,184
2020	$353,357	$413,432	$555,967	$-60,075
2019	$445,299	$444,665	$617,504	$634

ST VINCENT de PAUL SOCIETY