LADIES OF CHARITY OF ST VINCENT DE PAUL (EIN 952385695) - 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

1965

Legal Domicile

Principal Officer

JANICE MONTES

Phone

2134133688

Tax Period

2023-06-01 to 2024-05-31

LADIES OF CHARITY OF ST VINCENT DE PAUL, founded in 1965, is a micro nonprofit in the Community Improvement sector that reported $56K in total revenue in fiscal year 2023. Revenue surged 23% from the prior year, signaling strong growth momentum. Expenses of $75K exceeded revenue, resulting in a 32% operating deficit.

Mission

TO PERFORM CORPORAL WORKS OF MERCY FOR THE POOR, NEEDY, AND AFFLICTED

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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 $30,997

Program Service Revenue $0

Investment Income $25,310

Other Revenue $0

TOTAL REVENUE $56,307

Expense Breakdown

Grants Paid $25,400

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $70,163

Other Expenses $49,159

TOTAL EXPENSES $74,559

Year-over-Year Comparison

	2023	2022	Change
Revenue	$56,307	$45,780	+0.2%
Expenses	$74,559	$49,430	+0.5%
Net Income	$-18,252	$-3,650	+4.0%

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

150

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
JANICE MONTES	PRESIDENT	10.00	Officer	$0	$0	$0
VANESSA HAMPEL	2ND VICE PRESIDENT	1.00	Officer	$0	$0	$0
MARY LOU RICO	RECORDING SECRETARY	0.50	Officer	$0	$0	$0
NORMA MARQUEZ	CORRESPONDING SECRETARY	1.00	Officer	$0	$0	$0
LEONOR RODRIGUEZ	TREASURER	3.00	Officer	$0	$0	$0
NORMA MARQUEZ	PRESIDENT ELECT	3.00	Officer	$0	$0	$0
HILDA RUIZ	FIRST VICE PRESIDENT	3.00	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	$42,624	$8,094	$873,686	$34,530
2024	$56,307	$74,559	$836,477	$-18,252
2023	$45,780	$49,430	$851,858	$-3,650
2022	$38,627	$62,491	$877,987	$-23,864
2021	$40,566	$64,139	$977,458	$-23,573
2020	$34,158	$75,563	$1,016,152	$-41,405
2019	$33,356	$81,663	$1,023,862	$-48,307
2018	$45,765	$99,067	$1,057,485	$-53,302

LADIES OF CHARITY OF ST VINCENT DE PAUL