2024-08-13T17:02:37-05:00 2023-09-30 390859910 BAKER TILLY ADVISORY GROUP LP 18500 VON KARMAN AVE 10TH FLOOR IRVINE CA 92612 990 2022-10-01 941375833 SOCIETY OF ST VINCENT DE PAUL PARTICULAR COUNCIL OF SAN MATEO INC SOCI 6503730622 50 NORTH B STREET SAN MATEO CA 944013917 THOMAS CRAWFORD TREASURER 6503730622 2024-08-13 1 0 BRIAN YACKER P00401346 9492222999 2024-08-06 2022 2024-08-08 14:25:15Z SVDP OF SAN MATEO COUNTY JAMES LONERGAN 50 NORTH B STREET SAN MATEO CA 944013917 8813645 0 X WWW.SVDPSM.ORG X 1964 CA PROVIDES SAFETY NET SERVICES TO NEEDY THROUGHOUT SAN MATEO CTY. 5 5 29 1690 0 0 3602826 2677590 38454 41953 79304 881749 614639 -124732 4335223 3476560 1234236 1222499 0 0 1993040 1357996 0 0 427753 824973 777768 4052249 3358263 282974 118297 15629757 16114684 2498214 2399649 13131543 13715035 X SAFETY NET SERVICES WERE PROVIDED TO 23,390 UNDUPLICATED NEEDY ADULTS & CHILDREN VIA: DIRECT ASSISTANCE (PENINSULA FAMILY RESOURCE CENTER & HOMELESS HELP CENTERS); RESTORATIVE JUSTICE MINISTRY; & THRIFT STORES. (CONTINUED ON SCHEDULE O)THIS PARENT RETURN BEARS ALL ADMIN, FUNDRAISING & SOME PROGRAM COSTS. THIS FORM 990 MUST BE READ TOGETHER WITH THE GROUP FORM 990. AUDITED FINANCIAL STATEMENTS ARE ON A CONSOLIDATED BASIS. 0 0 1589186 1025017 82678 SVDP PROVIDES SAFETY NET SERVICES TO THE PRECARIOUSLY HOUSED & HOMELESS COUNTYWIDE THROUGH SVDP'S PENINSULA FAMILY RESOURCE CENTER & 3 SVDP HOMELESS HELP CENTERS. THESE SERVICES ARE DELIVERED TO 14,264 DISTINCT HOUSE INDIVIDUALS & AT 3 STRATEGICALLY LOCATED HOMELESS HELP CENTERS TO 5,354 DISTINCT HOMELESS INDIVIDUALS.SVDP PROVIDES RENT & UTILITY PAYMENTS OF $781,222 TO PREVENT EVICTIONS. FOOD SERVICES OF $727,184 ARE PROVIDED VIA 8,743 HOME VISITS & 71,323 MEALS & OTHER SERVICES ARE GIVEN AT THE HOMELESS HELP CENTERS. $192,853 OF CLOTHING & FURNITURE IS ALSO PROVIDED FROM 2 THRIFT STORES TO THOSE IN NEED. THESE SERVICES ARE MADE POSSIBLE BY 1,690 VOLUNTEER MEMBERS. THESE ARE THE COMBINED SAFETY NET SERVICES OF THE PARENT & THE GROUP. 749578 18104 41953 SVDP'S RESTORATIVE JUSTICE MINISTRY (RJM) OFFERS PASTORAL CARE TO VICTIMS/FAMILIES, THE INCARCERATED/FAMILIES AND RE-ENTRY SERVICES. SVDP'S RJM CHAPLAINCY SUPPORTS VICTIMS, THE INCARCERATED & FAMILIES. VOLUNTEERS GAVE HOURS OF DEDICATED SERVICE TO, DISTINCT INDIVIDUALS THROUGH VISITS AT MEN & WOMEN'S JAILS, PRISONS, JUVENILE FACILITIES & OTHER SITES.SVDP'S CATHERINES' CENTER IS A RESIDENTIAL PROGRAM FOR WOMEN RECENTLY RELEASED FROM INCARCERATION, PROVIDING CARE FOR MIND, BODY & SPIRIT. PHASE ONE'S PRIMARY PROGRAM HAS SPACE FOR 9 RESIDENTS AND A POST GRADUATE PROGRAM FOR ACCEPTED CANDIDATES HAS SPACE FOR 9 RESIDENTS. (CONTINUED ON SCHEDULE O)DURING THIS SECOND PHASE, SUPPORT IS PROVIDED FOR STABLE EMPLOYMENT, FAMILY BONDING & ACHIEVING EDUCATIONAL GOALS. THIS RJM SAFE HOUSE HELPS WOMEN TRANSFORM THEIR LIVES AND MOVE BEYOND THE BONDS OF INCARCERATION REDUCING RECIDIVISM. ONGOING SUPPORT IS OFFERED TO ALL ALUMNAE. 179378 179378 SVDP'S THRIFT STORES PROGRAM PROVIDE FREE GOODS TO THE NEEDY, OFFER LOW COST GOODS TO THE COMMUNITY, RECYCLE USED MERCHANDISE, & OFFER REHABILITATION EMPLOYMENT. FREE GOODS ARE PROVIDED THROUGH OUR REDEMPTION PROGRAM UTILIZING VOUCHERS.4,881 STORE VOUCHERS FOR CLOTHING, FURNITURE & HOUSEHOLD ITEMS WERE DISTRIBUTED DURING HOME VISITS, ETC. & AT 3 HOMELESS HELP CENTERS. EMPLOYMENT & JOB TRAINING IS ALSO PROVIDED TO THE DEVELOPMENTALLY DISABLED & THOSE IMPACTED BY THEIR STATUS IN THE CRIMINAL JUSTICE SYSTEM. THE STORES ALSO SUPPORT A MERCHANDISE RECYCLING PROGRAM FOR THE BENEFIT OF THE ENVIRONMENT. 2518142 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 1 0 0 0 0 0 0 1 1 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 39 0 1 29 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 5 5 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 CA X X JAMES LONERGAN 6503730622 50 NORTH B STREET SAN MATEO CA 944013917 JAMES LONERGAN EXECUTIVE DIRECTOR 40.00 X 179838 0 14450 ALICIA RANGEL DIRECTOR OF OPERATIONS 40.00 X 102274 0 9695 MELODY MCLAUGHLIN PRESIDENT 10.00 X X 0 0 0 DEBORAH PAYNE VICE PRESIDENT 3.00 X X 0 0 0 THOMAS CRAWFORD TREASURER 4.00 X X 0 0 0 GRETCHEN LOTT SPIRITUALITY 3.00 X 0 0 0 EDWARD WATSON GOVERANCE 3.00 X 0 0 0 282112 0 24145 2 0 1 0 0 185488 103946 31500 2356656 451074 2677590 CATHERINE CENTER 900099 41953 41953 41953 343153 343153 86500 3822 82678 82678 82678 4980198 16720 4447102 11220 533096 5500 538596 538596 18170 185488 49363 -31193 -31193 20830 1327 19503 19503 628531 824251 -195720 -195720 3476560 -71089 0 870059 272602 272602 949897 949897 201942 70680 80777 50485 948281 624012 81489 242780 116488 61887 16792 37809 91285 58283 8825 24177 5345 5345 44650 44650 53618 17067 34074 2477 1395 1395 76268 40130 18523 17615 35656 25552 10104 126594 104965 15149 6480 29035 20516 8519 184437 159249 25188 169549 120805 37387 11357 LICENSES & FEES 44685 11959 9734 22992 EQUIPMENT RENTAL 4434 3988 364 82 DUES & SUBSCRIPTIONS 2102 2102 3358263 2518142 412368 427753 72472 77457 271735 334497 834750 561500 2130 1526 60104 63523 6666935 2813821 3906802 3853114 10481764 11223067 15629757 16114684 125176 141436 2373038 2258213 2498214 2399649 X 8742863 9287990 4388680 4427045 13131543 13715035 15629757 16114684 118297 465195 0 X X 0 1 X 1 0 X 2018464 4559195 4547394 3602826 2677590 17405469 2018464 4559195 4547394 3602826 2677590 17405469 2447648 14957821 147009 198287 321216 349271 343153 1358936 10644 19503 30147 18794552 4717254 0.79590 0.80670 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2786806 379329 7043 3159092 3369906 -572830 10270 2786806 1206765 2000000 253202 87000 3061 3369906 1126750 16477 68233 4695 1206765 1144550 36534 54334 1126750 0.58000 0.42000 0.00000 0 0 487290 487290 5659382 2433506 3225876 188663 83848 104815 251664 241767 9897 79936 54700 25236 3853114 X PART V, LINE 4: THE PAUL MORIARTY AND RICHARD MERRY RESTORATIVE JUSTICE ENDOWMENT FUND WAS ESTABLISHED IN 2002 TO FUND THE RESTORATIVE JUSTICE PROGRAM. THE DONATIONS WERE RECEIVED WITH THE DONORS' INTENTION TO BE A TRUE ENDOWMENT - MEANING THAT THE INCOME WOULD BE USED FOR THE RESTORATIVE JUSTICE PROGRAM, BUT THE PRINCIPAL WOULD GROW IN PERPETUITY. THE BALANCE OF THE ENDOWMENT IS THE CUMULATIVE AMOUNT OF DONATIONS. THE GOAL IS TO HAVE A LARGE ENOUGH PRINCIPAL TO PRODUCE INCOME THAT WILL MEANINGFULLY SUPPORT THE RESTORATIVE JUSTICE PROGRAM. TRX FUND IS USED FOR HOMELESS HELP CENTERS AND PFRC PROGRAM FOR RENTS. RJ FUND IS USED TO HELP MINISTER TO INCARCERATED PERSONS. THE CATHERINE CENTER IS A TRANSITION HOME FOR WOMEN COMING OUT OF THE PRISON SYSTEM. PART X, LINE 2: THE SOCIETY IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE (THE CODE), AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE CODE, AND FROM CALIFORNIA INCOME TAXES UNDER SECTION 23701D OF THE CALIFORNIA REVENUE AND TAXATION CODE. ALTHOUGH THE SOCIETY IS TAX EXEMPT, IT MAY BE LIABLE FOR INCOME TAX ON ANY UNRELATED BUSINESS TAXABLE INCOME (UBTI). THE SOCIETY DOES NOT BELIEVE IT HAS UBTI THAT WOULD RESULT IN AN INCOME TAX LIABILITY. IN ADDITION, THE SOCIETY BELIEVES IT HAS APPROPRIATE SUPPORT FOR ANY INCOME TAX POSITIONS TAKEN TO DATE, INCLUDING THE SUSTAINING OF ITS TAX-EXEMPT STATUS AND POTENTIAL SOURCES OF UBTI; THEREFORE, NO PROVISION FOR FEDERAL OR STATE INCOME TAXES IS PROVIDED IN THE FINANCIAL STATEMENTS FOR YEARS WHERE THE STATUTE OF LIMITATIONS REMAINS OPEN, WHICH IS GENERALLY THREE YEARS FOR FEDERAL FILINGS AND FOUR YEARS FOR CALIFORNIA FILINGS. HANDS & HEART 203658 185488 18170 18596 6197 24570 203658 185488 18170 18596 6197 24570 49363 -31193 20830 1327 0 20830 1327 1327 19503 CA 1 0 0 0 1.00000 0.00000 VIRGINIA MARANS 50 NORTH B STREET SAN MATEO CA 94401 0 1 20830 1 SOCIETY OF ST VINCENT DE PAUL NORTH COUNTY HOMELESS CONFERENCE 50 NORTH B STREET SAN MATEO CA 94401 270334226 501(C)(3) 87350 0 ASSISTANCE TO HOMELESS INDIVIDUALS SOCIETY OF ST VINCENT DE PAUL SAN MATEO CONFERENCE 50 NORTH B STREET SAN MATEO CA 94401 270334293 501(C)(3) 95809 0 ASSISTANCE TO HOMELESS INDIVIDUALS SOCIETY OF ST VINCENT DE PAUL ST CHARLES CONFERENCE 50 NORTH B STREET SAN MATEO CA 94401 270334508 501(C)(3) 25000 0 ASSISTANCE TO HOMELESS INDIVIDUALS SOCIETY OF ST VINCENT DE PAUL OUR LADY OF MOUNT CARMEL CONFERENCE 50 NORTH B STREET SAN MATEO CA 94401 270334059 501(C)(3) 6024 0 ASSISTANCE TO HOMELESS INDIVIDUALS SOCIETY OF ST VINCENT DE PAUL ST ANTHONY PESCADERO CONFERENCE 50 NORTH B STREET SAN MATEO CA 94401 270334381 501(C)(3) 10059 0 ASSISTANCE TO HOMELESS INDIVIDUALS SOCIETY OF ST VINCENT DE PAUL ST CATHERINE CONFERENCE 50 NORTH B STREET SAN MATEO CA 94401 270334486 501(C)(3) 13050 0 ASSISTANCE TO HOMELESS INDIVIDUALS 6 0 CASH AND EMERGENCY ASSISTANCE 5354 756065 193832 THRIFT SHOP VALUE SEE BELOW FOR DESCRIPTION PART I, LINE 2: THE ORGANIZATION DOES NOT PROVIDE ASSISTANCE TO THE CLIENT. INSTEAD THE ORGANIZATION MAKES PAYMENTS DIRECTLY TO THE VENDORS. SCHEDULE I, PART III, COLUMN (B) (F) EMERGENCY ASSISTANCE TO 5,354 INDIVIDUALS IN NEED OF FOOD, RENT, UTILITY, AND OTHER FORMS OF ASSISTANCE. ASSISTANCE NOT PROVIDED AS CASH TO CLIENT BUT PAID DIRECTLY TO VENDORS. ALSO, IN-KIND DONATIONS OF FOOD, CLOTHING, AND HOUSEHOLD ITEMS PROVIDED TO CLIENTS. X X X X 0 0 0 0 0 0 0 0 0 JAMES LONERGAN EXECUTIVE DIRECTOR 179838 0 0 0 0 0 3662 0 10788 0 194288 0 0 0 X 193093 FNV X 3 128942 FMV X 1 114825 FMV X 10 14214 FMV 0 0 0 PART I, COLUMN (B): NUMBER OF CONTRIBUTORS. FORM 990, PART VI, SECTION A, LINE 6 1690 VOLUNTEER MEMBERS FORM 990, PART VI, SECTION A, LINE 7A 36 VOLUNTEER CONFERENCE PRESIDENTS ELECT THE PRESIDENT. FORM 990, PART VI, SECTION A, LINE 7B 36 VOLUNTEER CONFERENCE PRESIDENTS APPROVE BUDGET, POLICIES AND CAPITAL EXPENDITURES. FORM 990, PART VI, SECTION B, LINE 11B THE PROCESS THE ORGANIZATION USES TO REVIEW AND APPROVE THE TWO 990S, WHICH ARE PREPARED BY AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTING FIRM IS: FOLLOWING THE PREPARATION THEY ARE REVIEWED BY THE TREASURER, EXECUTIVE DIRECTOR, AND AUDIT COMMITTEE THEN APPROVED BY THE BOARD OF DIRECTORS BEFORE BEING SUBMITTED TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICIES ARE COMPLETED AND SIGNED ANNUALLY BY KEY EMPLOYEES, BOARD MEMBERS, AND CONFERENCE PRESIDENTS OF THE DISTRICT COUNCIL. MULTIPLE BIDS ARE REQUIRED ON ALL MAJOR CONTRACTS AND MUST MAINTAIN STRICT ADHERENCE TO TAX-EXEMPT POLICIES. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD'S EXECUTIVE COMPENSATION COMMITTEE CONDUCTS AN ANNUAL REVIEW OF CURRENT COMPENSATION AND MAKES RECOMMENDATIONS TO THE FINANCE COMMITTEE, BOARD, AND THE DISTRICT COUNCIL FOR FINAL APPROVAL AS PART OF THE ANNUAL BUDGETING PROCESS. THE COMMITTEE BASES ITS RECOMMENDATIONS ON LOCAL AND NATIONAL COMPARABLE COMPENSATION DATA FOR SIMILARLY QUALIFIED PERSONS AT SIMILAR SITUATED ORGANIZATIONS. FORM 990, PART VI, SECTION C, LINE 19 ST. VINCENT DE PAUL POSTS OUR CURRENT FORMS 990 (PARENT & SUBORDINATE), AUDITED CONSOLIDATED FINANCIAL STATEMENTS, AND ANNUAL REPORT ON OUR WEBSITE. PAST AND CURRENT FORMS 990, AUDITED FINANCIAL STATEMENTS, CURRENT DOCUMENTS, AND THE CURRENT CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE TO THE PUBIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE ORGANIZATION DID NOT CHANGE ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR.