2025-06-25T11:53:03-05:00 2024-09-30 390912608 HAWKINS ASH CPAS LLP 520 N BROADWAY SUITE 250 GREEN BAY WI 54303 990 2023-10-01 391032282 ST VINCENT DE PAUL SOCIETY OF APPLETON INC STVI 9207391679 1924 W COLLEGE AVE APPLETON WI 54914 JOE MATZEK TREASURER 9207391679 2025-06-09 1 1 BRIANA PETERS CPA P01696400 9203369850 2025-06-09 2023 2025-03-06 01:10:19Z JOE MATZEK 1924 W COLLEGE AVE APPLETON WI 54914 964766 0 X WWW.SVDPAPPLETON.ORG X 1963 WI TO HELP PEOPLE WHO ARE FINANCIALLY CHALLENGED OR HOMELESS TO MEET EVERY DAY BASIC NEEDS. 17 17 30 111 0 0 368847 150045 612649 779286 7289 10628 -452 12312 988333 952271 135114 214565 0 0 568272 737878 0 0 77550 322888 406141 1026274 1358584 -37941 -406313 1386679 2355688 22244 1392207 1364435 963481 X IN UNITY AND LOVE, ST. VINCENT DE PAUL APPLETON STRIVES TO BE A BEACON OF HOPE, REFLECTING THE LIGHT OF CHRIST AND EXEMPLIFYING THE TRANSFORMATIVE POWER OF A COMMUNITY DEDICATED TO SERVING OUR NEIGHBORS IN NEED AND GROWING IN SPIRITUALITY AND FRIENDSHIP. THROUGH PERSONAL ENCOUNTERS, AND WITH JESUS AS OUR GUIDE, WE BRING OUR FAITH TO LIFE SERVING OTHERS AND PROVIDING HOPE TO ONE NEIGHBOR AT A TIME. 0 0 429477 214565 OUR BASIC NEEDS ASSISTANCE IS CARRIED OUT BY OUR NEARLY 100 VOLUNTEER MEMBERS CALLED VINCENTIANS, WHO GO TO OUR NEIGHBORS IN NEED, NOT AS SOCIAL WORKERS OR TEACHERS, BUT AS FRIENDS. THEY GO TO THEM IN THEIR HOMES, ON THE STREETS, IN HOSPITALS, IN PRISONS, OR IN NURSING HOMES, IN A SPIRIT OF LOVE AND FRIENDSHIP. THEY OFFER ASSISTANCE WITH RENT OR UTILITIES, HELP WITH A JOB APPLICATION OR CAR REPAIR, OR ANY FORM OF HELP THAT ALLEVIATES SUFFERING OR DEPRIVATION AND PROMOTES HUMAN DIGNITY AND PERSONAL INTEGRITY IN ALL THEIR DIMENSIONS, WITH A PREVAILING MESSAGE OF LOVE. DURING THE 2023-2024 YEAR APPLETON VINCENTIANS PROVIDED $140,335 IN RENT, UTILITIES, FOOD, TRANSPORTATION, MEDICAL BILLS, CHILDCARE, AND OTHER UNIQUE REQUESTS. IN ADDITION, 50 INDIVIDUALS RECEIVED $20,420 IN NEW BEDS, AND NEIGHBORS IN NEED WERE GIVEN $53,740 IN VOUCHER MERCHANDISE, FURNITURE AND CLOTHING AT NO COST TO THE FAMILY. 667976 779287 THRIFT STORE - WE OPERATE A THRIFT STORE THAT IS LOCATED IN APPLETON, WISCONSIN. EMPLOYEES AND STORE VOLUNTEERS SORT, CLEAN, AND REPAIR DONATED MERCHANDISE TO RESELL TO THE PUBLIC OR PROVIDE TO INDIVIDUALS/FAMILIES IN NEED AT NO COST TO THE HOUSEHOLD. THE PROGRAM IS ABLE TO DIVERT POTENTIAL WASTE FROM LOCAL LANDFILLS WHILE PASSING ALONG SAVINGS TO CUSTOMERS AND PROVIDING ESSENTIAL BASIC NEED ITEMS, SUCH AS CLOTHING, FURNITURE, AND HOUSEHOLD ITEMS TO INDIVIDUALS/FAMILIES WHO HAVE MET FACE-TO-FACE WITH ONE OF OUR VINCENTIAN VISIT TEAMS. PROFITS FROM THIS PROGRAM HELP FUND THE ORGANIZATION'S BASIC NEEDS ASSISTANCE PROGRAMS. 1097453 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 3 0 1 30 1 0 0 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 0 0 1 1 1 1 1 1 1 1 1 0 0 WI X JODY KASTEN 9207391679 1924 W COLLEGE AVE APPLETON WI 54914 CHUCK SHORK PRESIDENT 1.00 X X 0 0 0 MARK VANDERLINDEN VICE PRESIDENT 0.50 X X 0 0 0 BILL FERMANICH SECRETARY 0.50 X X 0 0 0 JOE MATZEK TREASURER 1.00 X X 0 0 0 KAREN RICKERT DIRECTOR 0.50 X 0 0 0 DAVID DIPIETRO DIRECTOR 0.50 X 0 0 0 GREG PETHAN DIRECTOR 0.50 X 0 0 0 DEAN HUNT DIRECTOR 0.25 X 0 0 0 ED KLUG DIRECTOR 0.25 X 0 0 0 DORA FABIAN DIRECTOR 1.00 X 0 0 0 JUDY HEIN DIRECTOR 1.00 X 0 0 0 DEB TRUYMAN DIRECTOR 1.00 X 0 0 0 WILLIAM GUILBEAULT DIRECTOR 1.00 X 0 0 0 BARB HONSA DIRECTOR 1.00 X 0 0 0 ROCKY LANDSVERK DIRECTOR 1.00 X 0 0 0 JULIE KUEHL DIRECTOR 1.00 X 0 0 0 JIM WERNER DIRECTOR 1.00 X 0 0 0 JODY KASTEN EXECUTIVE DIRECTOR 40.00 X 84000 0 0 84000 0 0 0 0 0 0 0 150045 2227 150045 THRIFT STORE SALES 459510 754709 754709 BALE SALES 459510 22896 22896 RECYCLING INCOME 459510 1681 1681 779286 10628 10628 24806 12495 12311 12311 MISCELLANEOUS REVENUE 900099 1 1 1 952271 779287 0 22939 214565 214565 84000 8400 33600 42000 567890 510190 52808 4892 36742 29229 4870 2643 49246 39176 6528 3542 26998 26998 6494 6494 101905 67514 24822 9569 28839 28839 144148 120305 15455 8388 2947 2344 391 212 9283 7385 1230 668 7183 7183 49484 39365 6559 3560 28860 22958 3826 2076 1358584 1097453 183581 77550 98764 36568 245316 46040 58247 51556 1910474 1091690 700189 818784 284163 39561 0 1363179 1386679 2355688 22244 39271 0 1352936 22244 1392207 X 1270671 875642 93764 87839 1364435 963481 1386679 2355688 -406313 5359 0 X X 1 X 0 1 0 X 226876 562706 411838 368847 150045 1720312 794733 664561 722280 612649 750352 3544575 18283 5215 15508 13167 24806 76979 1039892 1232482 1149626 994663 925203 5341866 41000 41000 82000 0 41000 41000 82000 5259866 3903 86 169 5725 10628 20511 3903 86 169 5725 10628 20511 1910 56 1 1967 1043795 1232568 1151705 1000444 935832 5364344 0.98050 0.98060 0.00380 0.00200 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 31002 5017 5359 1817 39561 25158 5000 844 31002 10600 16259 -1701 25158 10600 10600 1.00000 0 0 100000 100000 1468137 942256 525881 147690 106925 40765 194647 42509 152138 818784 SECURITY DEPOSIT 12000 OPERATING LEASE RIGHT OF USE ASSET 1351179 1363179 OPERATING LEASE LIABILITY 1352936 1352936 X PART V, LINE 4: THE ENDOWMENT FUNDS ARE INTENDED TO BE USED TO SUPPORT THE MISSION OF THE ORGANIZATION. PART X, LINE 2: THE ORGANIZATION ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES UNDER U.S. GAAP WHICH REQUIRES MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY A TAXING AUTHORITY. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION AND HAS CONCLUDED THAT AS OF SEPTEMBER 30, 2024 AND 2023, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS IN PROGRESS FOR ANY TAX PERIOD. 1 FINANCIAL ASSISTANCE TO PEOPLE STRUGGLING TO MEET BASIC NEEDS 4149 140335 74230 FMV STORE VOUCHERS AND FINANCIAL ASSISTANCE PART I, LINE 2: THE ORGANIZATION TRACKS/MONITORS ASSISTANCE PROVIDED TO FRIENDS IN NEED. THE ORGANIZATION TRACKS INFORMATION SUCH AS FACTORS SHOWING ELIGIBILITY VS. INELIGIBILITY, PERSONS RECEIVING ASSISTANCE, AMOUNTS AND DATES ASSISTANCE PROVIDED, AND OTHER ASSISTANCE RELATED INFORMATION. ASSISTANCE IS PROVIDED FOR SPECIFIC PURPOSES AND THESE FUNDS ARE NOT PAID DIRECTLY TO INDIVIDUALS, BUT RATHER ARE PAID ON THEIR BEHALF TO THIRD PARTIES SUCH AS LANDLORDS, UTILITY COMPANIES, THRIFT STORE, ETC. TO ENSURE THE ASSISTANCE IS USED FOR THE INTENDED PURPOSE. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE COMMITTEES THAT HAVE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS SENT TO ALL BOARD MEMBERS FOR REVIEW AND APPROVAL PRIOR TO FILING. THE BOARD TREASURER REVIEWS IN DETAIL WITH THE BOARD WHERE ANY QUESTIONS ARE ADDRESSED AND RESOLVED PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE ASKED TO DECLARE WHEN THEY HAVE A CONFLICT OF INTEREST PRIOR TO ANY CONVERSATION RELATED TO THE ITEM THEY MAY HAVE A CONFLICT OF INTEREST WITH. THE CONFLICT OF INTEREST POLICY IS ON THE HONOR SYSTEM. FORM 990, PART VI, SECTION B, LINE 15A EXECUTIVE COMMITTEE MEETS TO DETERMINE COMPENSATION FOR EXECUTIVE DIRECTOR. COMPENSATION PLANS ARE RESEARCHED FOR OUR LOCAL AREA TO ENSURE A GENERAL COMPETITIVE LEVEL, AND ON INDIVIDUAL MERIT AND ACHIEVEMENT OF STATED ORGANIZATIONAL OBJECTIVES. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR.