Society of St Vincent De Paul Waukesha Co Inc St Teresa of Calcutta

Nonprofit profile at a glance

EIN
264338133
IRS 990-EZ coverage
2020–2024
Forms available
Form 990-EZ 2024
Location
North Lake, WI, USA
Phone
4144189783
Rating
95
Verdict
STRONG
Rating confidence
Moderate
Sector
Human Service Organizations
Affiliation
Christianity

Reported finances

Revenue
$162,876
Expenses
$154,448
Assets
$66,547
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

  • Margaret Essig (President)
  • Carol Merkel (Vice President)

People named in this filing

  • Margaret Essig (President)
  • Carol Merkel (Vice President)
  • Margaret (Kitz)

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

In accordance with the Society's mission and rules, the Conference provides assistance to SVDP Council programs. It also operates the North Lake Food Pantry providing food assistance to the hungry and provides assistance to individuals who are desperate for help in the community and have been evaluated as unable to pay critical life expenses including but not limited to, those related to medical, housing, utilities, clothing household and school supplies and transportation related expenses. Provide compassion and care through services to the parish and local community.

What it reported doing in 2024

Direct assistance to needy persons through operation of the NL Food pantry: Food, meals, medical, utility, clothing, auto repair, housing assistance appliance repair/replacement, home visits, et. Serve local community, and Waukesha County: Actively serve 4,669.

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. Expenses are high relative to revenue and total assets are small relative to annual expenses; liquid coverage is unknown.

Rating breakdown

  • Financial Efficiency: 95
  • Transparency & Controls: 100
  • Sustainability: 49
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 92.6%; rating input score 93
  • Program expense ratio: 97.6%; rating input score 98

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: 5.2%; rating input score 48; 48th percentile among comparable filings
  • Total-asset coverage ratio: 0.43; rating input score 34; 34th 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: 8.4% per year; rating input score 100; 57th percentile among comparable filings
  • Revenue growth: 9.6% per year; rating input score 100; 66th percentile among comparable filings
  • Asset growth: 9.8% per year; rating input score 100; 61st percentile among comparable filings

Details

  • Where the money goes: 92.6% of revenue deployed · 97.6% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 5 filed program accomplishments · $151K 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
  • 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: Operating margin scored 48/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 34/100.