Society of St Vincent De Paul of Waukesha County Inc

Nonprofit profile at a glance

EIN
900394268
IRS 990-EZ coverage
2020–2024
Forms available
Form 990-EZ 2024
Location
Oconomowoc, WI, USA
Phone
2629555899
Rating
93
Verdict
STRONG
Rating confidence
Moderate
Sector
Human Service Organizations

Reported finances

Revenue
$135,774
Expenses
$116,436
Assets
$54,915
Liabilities
$0

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

4 people listed

Executive titles in this filing

  • RICHARD BOETTNER (PRESIDENT)
  • BARBARA KEFER (VICE-PRESIDENT)

People named in this filing

  • RICHARD BOETTNER (PRESIDENT)
  • BARBARA KEFER (VICE-PRESIDENT)
  • YVONNE WUERL (SECRETARY)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

St vincent de paul provides rent & utility assistance, auto repairs, food, clothing & household items to people unable to meet their financial needs

Operating model

Revenue model
Donor-supported. 100% of the money available for current operations came from contributions and gifts.
Distribution model
Grant intermediary. The nonprofit sent 100% of its reported program spending out as grants.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Total assets are small relative to annual expenses; liquid coverage is unknown.

Rating breakdown

  • Financial Efficiency: 90
  • Transparency & Controls: 100
  • Sustainability: 58
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 84.8%; rating input score 85
  • Program expense ratio: 98.9%; rating input score 99

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100

Sustainability

  • Operating margin: 14.2%; rating input score 66; 66th percentile among comparable filings
  • Total-asset coverage ratio: 0.47; rating input score 36; 36th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 76; 76th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings

Growth

  • Program expense growth: 8.6% per year; rating input score 100; 57th percentile among comparable filings
  • Revenue growth: 15.3% per year; rating input score 100; 77th percentile among comparable filings
  • Asset growth: 27% per year; rating input score 100; 86th percentile among comparable filings

Details

  • Where the money goes: 84.8% of revenue deployed · 98.9% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $115K in reported program spending
  • Leadership: top reported pay $0 · 4 people listed
  • Consistency: 9 of 9 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 5 filing years from 2020 to 2024
  • Contacts: How to reach this organization
  • Money network: Resolved incoming and outgoing counterparties from filed money flows.
  • Related organizations: Filed and resolved organization relationships.
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Sustainability: Total-asset coverage ratio scored 36/100.