Civic Intelligence

Society of St Vincent De Paul St Rose of Lima Conference Inc

EIN 01-0964993 • 501(c)3 • Safford, AZ

Profile

The society of st vincent de paul (svp) charity is a christian voluntary organization working with poor and disadvantaged people. Inspired by our principal founder, frederic ozanam, and our patron, st vincent de paul, we seek to respond to the call every christian receives to bring the love of christ to those in need: "i was hungry and you gave me food" (matthew 25). No work of charity is foreign to the society.

221 E Main StreetSafford, AZ 85546

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

49th percentile

0.01x

Higher debt load relative to assets than 49% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

48th percentile

0.01x

Higher debt load relative to revenue than 48% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Net Margin

90th percentile

51%

Higher net margin than 90% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Asset Growth

94th percentile

129%

Faster asset growth than 94% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

88th percentile

77%

Faster revenue growth than 88% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Assets

Up

$478,631

Up $269,237 (+129%) from 2024

Liabilities

Up

$6,204

Up $388 (+6.7%) from 2024

Net Assets

Up

$472,427

Up $268,849 (+132%) from 2024

Revenue

Up

$523,270

Up $228,225 (+77%) from 2024

Expenses

Down

$254,421

Down $46,140 (-15%) from 2024

Net Income

Up

$268,849

Up $274,365 (+4974%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2011: $208,745Liabilities 2011: $77,0752011Assets 2012: $210,112Liabilities 2012: $72,7652012Assets 2013: $215,461Liabilities 2013: $67,2652013Assets 2014: $246,697Liabilities 2014: $61,4072014Assets 2015: $261,095Liabilities 2015: $54,8062015Assets 2016: $259,589Liabilities 2016: $47,1562016Assets 2017: $248,017Liabilities 2017: $39,0292017Assets 2018: $226,445Liabilities 2018: $25,904Net Assets 2018: $200,5412018Assets 2019: $218,212Liabilities 2019: $12,598Net Assets 2019: $205,6142019Assets 2020: $234,454Liabilities 2020: $26,619Net Assets 2020: $207,8352020Assets 2021: $233,737Liabilities 2021: $2,865Net Assets 2021: $230,8722021Assets 2022: $218,813Liabilities 2022: $7,513Net Assets 2022: $211,3002022Assets 2023: $216,332Liabilities 2023: $7,238Net Assets 2023: $209,0942023Assets 2024: $209,394Liabilities 2024: $5,816Net Assets 2024: $203,5782024Assets 2025: $478,631Liabilities 2025: $6,204Net Assets 2025: $472,4272025

Highlighted filing

2025

Assets$478,631
Liabilities$6,204
Net Assets$472,427

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KRevenue 2011: $173,566Expenses 2011: $58,825Net Income 2011: $114,7412011Revenue 2012: $53,518Expenses 2012: $47,841Net Income 2012: $5,6772012Revenue 2013: $69,590Expenses 2013: $58,741Net Income 2013: $10,8492013Revenue 2014: $118,227Expenses 2014: $81,133Net Income 2014: $37,0942014Revenue 2015: $145,081Expenses 2015: $124,082Net Income 2015: $20,9992015Revenue 2016: $181,512Expenses 2016: $175,368Net Income 2016: $6,1442016Revenue 2017: $181,915Expenses 2017: $185,360Net Income 2017: -$3,4452017Revenue 2018: $207,757Expenses 2018: $216,204Net Income 2018: -$8,4472018Revenue 2019: $233,320Expenses 2019: $228,247Net Income 2019: $5,0732019Revenue 2020: $222,895Expenses 2020: $220,674Net Income 2020: $2,2212020Revenue 2021: $271,140Expenses 2021: $248,103Net Income 2021: $23,0372021Revenue 2022: $239,470Expenses 2022: $259,042Net Income 2022: -$19,5722022Revenue 2023: $262,815Expenses 2023: $265,021Net Income 2023: -$2,2062023Revenue 2024: $295,045Expenses 2024: $300,561Net Income 2024: -$5,5162024Revenue 2025: $523,270Expenses 2025: $254,421Net Income 2025: $268,8492025

Highlighted filing

2025

Revenue$523,270
Expenses$254,421
Net Income$268,849

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.79$0.06$4.72$5.23$2.54$2.69
2024Detailed filing. Detailed filing data is available for this year.$2.09$0.06$2.04$2.95$3.01$0.06
2023Detailed filing. Detailed filing data is available for this year.$2.16$0.07$2.09$2.63$2.65$0.02
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.19$0.08$2.11$2.39$2.59$0.20
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.34$0.03$2.31$2.71$2.48$0.23
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.34$0.27$2.08$2.23$2.21$0.02
2019Detailed filing. Detailed filing data is available for this year.$2.18$0.13$2.06$2.33$2.28$0.05
2018Summary only. Only limited summary data is available for this year.$2.26$0.26$2.01$2.08$2.16$0.08
2017Summary only. Only limited summary data is available for this year.$2.48$0.39$1.82$1.85$0.03
2016Summary only. Only limited summary data is available for this year.$2.60$0.47$1.82$1.75$0.06
2015Summary only. Only limited summary data is available for this year.$2.61$0.55$1.45$1.24$0.21
2014Summary only. Only limited summary data is available for this year.$2.47$0.61$1.18$0.81$0.37
2013Summary only. Only limited summary data is available for this year.$2.15$0.67$0.70$0.59$0.11
2012Summary only. Only limited summary data is available for this year.$2.10$0.73$0.54$0.48$0.06
2011Summary only. Only limited summary data is available for this year.$2.09$0.77$1.74$0.59$1.15
Latest Detailed Filing

The latest 2025 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2024 below.

Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Mar 11, 2025
Return Version
2023v6.0
Gross Receipts
$295,595
Mission and Program Overview

Mission

The society of st vincent de paul (svp) charity is a christian voluntary organization working with poor and disadvantaged people. Inspired by our principal founder, frederic ozanam, and our patron, st vincent de paul, we seek to respond to the call every christian receives to bring the love of christ to those in need: "i was hungry and you gave me food" (matthew 25). No work of charity is foreign to the society.

The society of st vincent de paul (svp) charity is a christian voluntary organization working with poor and disadvantaged people.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$209,094$203,578▼ $5,516
Land, Buildings, and Equipment, Net$118,838$122,563▲ $3,725
Cash and Non-Interest-Bearing Accounts$97,494$86,831▼ $10,663
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$216,332$209,394▼ $6,938
Other Assets Total-$0-
Liabilities
Other Liabilities$4,475$3,467▼ $1,008
Accounts Payable and Accrued Expenses$2,763$2,349▼ $414
Total Liabilities$7,238$5,816▼ $1,422
Net Assets / Fund Balance
Total Net Assets Fund Balance$209,094$203,578▼ $5,516
Total Liabilities and Net Assets / Fund Balance$216,332$209,394▼ $6,938

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$120,014$69,376$189,390
Equipment-$36,140$36,140
Other Land Buildings$2,549$17,415$19,964
Compensation and Service Providers

Board Members and Trustees

NameTitle
Linda LopezPresident
Susan JonesVice President
Carolyn VesselsSecretary
Cindy DeMarcusTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$295,595
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$-550
All Other Contributions
$239,934
Change in Net Assets
$-5,516
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$154,839
Other Expenses$145,722
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$129,187$14,291-$143,478
Occupancy$25,523--$25,523
Payroll Taxes$10,268$1,093-$11,361
Fees for Services Accounting-$6,840-$6,840
Depreciation Depletion$6,275--$6,275
Office Expenses$5,942--$5,942
Information Technology$4,875--$4,875
Other Expenses$3,776--$3,776
Insurance$1,595$177-$1,772
Travel$371--$371
All Other Expenses$286--$286
Payments to Affiliates$200--$200
Total Functional Expenses$278,160$22,401$0$300,561
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$550
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
National Bank of AZ Credit Card$3,467
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

No review was or will be conducted.

Form 990, Part VI, Section C, Line 19

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
Society of St Vincent De Paul
EIN
01-0964993
Phone
9283220805
Address
221 E Main Street, Safford, AZ 85546

Signing Officer

Name
Linda Lopez
Title
President
Signed
2025-03-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Linda Lopez
Formed
2009
Legal Domicile
Az
Voting Board Members
4
Independent Board Members
0
Employees
11
Volunteers
25

Preparer

Firm
Larry D Moeller Pc
Address
1807 W Thatcher Blvd PO Box 32, Safford, AZ 85548
Preparer
Larry D Moeller CPA
Phone
9284281122
Raw XML Appendix391 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Linda Lopez
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Society of St Vincent De Paul
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0St Rose of Lima Conference Inc
ReturnHeader/Filer/BusinessNameControlTxt0SOCI
ReturnHeader/Filer/EIN0010964993
ReturnHeader/Filer/PhoneNum09283220805
ReturnHeader/Filer/USAddress/AddressLine1Txt0221 E Main Street
ReturnHeader/Filer/USAddress/CityNm0Safford
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ReturnHeader/Filer/USAddress/ZIPCd085546
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0203769117
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LARRY D MOELLER PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01807 W Thatcher Blvd PO Box 32
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Safford
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085548
ReturnHeader/PreparerPersonGrp/PhoneNum09284281122
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Larry D Moeller CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-03-11T18:51:15-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-10-01
ReturnHeader/TaxPeriodEndDt02024-09-30
ReturnHeader/TaxYr02023

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