2025-12-23T07:15:39-06:00 2025-09-30 332664314 Coastal Bay Tax & Consulting 5709 Tidalwave Drive Suite 101 New Port Richey FL 34652 990 2024-10-01 593495112 Society of St Vincent de Paul Hernando/Citrust District Council Inc SOCI 3526883331 1291 Kass Circle Spring Hill FL 34606 Edward Sweeney President 3526883331 2025-12-23 1 1 MICHAEL BERTHA P02307836 7273391040 2025-12-23 2024 2025-03-06 01:10:19Z X Edward Sweeney 1291 Kass Circle Spring Hill FL 34606 2380565 0 X http://svdphernando.org/ X 1998 FL The organization's mission is to provide charitable assistance to those in need by offering material, moral, and spiritual support. To further this mission, the organization operates a thrift store and a food pantry. 6 0 9 145 0 0 219075 1849039 517326 492219 28972 -3463 4696 4222 770069 2342017 110985 1709284 3752 0 147140 155204 0 0 1089 545526 487815 807403 2352303 -37334 -10286 2013177 1999586 5304 871 2007873 1998715 The organization's mission is to provide charitable assistance to those in need by offering material, moral, and spiritual support. To further this mission, the organization operates a thrift store and a food pantry. 0 0 1720073 1709284 0 During the fiscal year, the organization's food pantry distributed 1,084,729 pounds of food, providing essential support to 20,995 families within the community. 466484 474365 During the fiscal year, the organization's thrift store offered affordable merchandise to the community and generated revenue that directly supported the organization's programs and services. 86000 0 During the fiscal year, the organization awarded grants to subordinate St. Vincent de Paul organizations within the district, helping them carry out local charitable programs and services consistent with the organization's mission. 2272557 1 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 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 9 0 0 0 0 0 0 0 0 0 0 0 X 6 0 1 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X Coastal Bay Tax & Consulting 7273391040 5709 Tidalwave Drive Suite 101 New Port Richey FL 34652 X Joyce Wilson Director 10.00 X 0 0 0 Christine Fuller Director 10.00 X 0 0 0 Bill Scarfo Director 10.00 X 0 0 0 Ann Lehr Director 10.00 X 0 0 0 Mike Tutko Director 10.00 X 0 0 0 Ronald Bertha Treasurer 10.00 X 0 0 0 Edward Sweeney President 20.00 X 0 0 0 Tom Aparo Vice President 10.00 X 0 0 0 0 0 0 0 0 0 0 0 9010 10000 1830029 1710898 1849039 Thrift Store 455000 474365 474365 Scholarships 900099 12732 12732 5122 5122 492219 35085 35085 38548 -38548 -38548 -38548 4222 0 4222 4222 2342017 488756 0 4222 1709284 1709284 52200 52200 91200 91200 346 346 11458 11458 10032 10032 6581 6211 370 2000 2000 6083 6083 165 165 86000 86000 43155 43155 48797 48797 Food Pantry Expenses 98974 98974 Utilities 39306 39306 Store Maintenance & Rep 39018 39018 Sales Tax 29195 29195 78509 58127 19293 1089 2352303 2272557 78657 1089 14151 12101 938020 999198 62246 68625 600 1814032 894262 998159 919770 1 -108 2013177 1999586 5304 871 5304 871 X 1933931 1927173 73942 71542 2007873 1998715 2013177 1999586 X -10286 1128 X 0 0 0 X 1764325 1044531 105317 222762 1849039 4985974 565406 572902 572993 517326 492219 2720846 2329731 1617433 678310 740088 2341258 7706820 0 0 0 7706820 0 1199 23641 28972 35085 88897 1199 23641 28972 35085 88897 2329731 1618632 701951 769060 2376343 7795717 0.98860 0.01140 X 217397 217397 1467577 771644 695933 114998 111214 3784 14060 11404 2656 919770 1 Food Donations 1709284 $1.30 per pound of food distributed food donated to orgainzation and then organized into boxes of food for families Part I, Line 2: Grants are received in the form of food donations. The organization records all donated food by weight and values it at a standard rate of $1.30 per pound. During the fiscal year, the total amount of food received is distributed to families in need, resulting in no remaining inventory at year-end. X 1709284 $1.30/lb food received 0 0 0 Part I, Column (b): The organization receives food donations from various sources, including United Way and local grocery stores. Donated food is used to serve clients of the food pantry and is recorded based on weight, valued at a standard rate of $1.30 per pound. Form 990, Part VI, Section A, line 1a The board votes on important issues that affect the entire organization. All votes must be passed with a majority vote of at least four memebers. In the event of a tie, the board president will cast the deciding vote. Form 990, Part VI, Section A, line 1a There are no material differences in the voting rights of the governing body. Form 990, Part VI, Section A, line 2 Treasurer Ronald Bertha and the third-party CPA, Michael Bertha, are father and son. Form 990, Part VI, Section B, line 11b The draft of Form 990 is provided by a third-party CPA to the President of the organization. Once the President reviews and agrees with the contents of Form 990, it is signed and e-filed. Form 990, Part VI, Section B, line 12c All positions must be filled by individuals who have been voted on by the board. Each candidate for a position is thoroughly discussed before a vote is cast and approval is granted. Form 990, Part VI, Section B, line 15 Any paid positions, such as the food pantry manager or payments to the third-party CPA, are discussed and voted on by the board prior to approval. Form 990, Part VI, Section C, line 19 Governing documents, policies, and financial statements are disclosed upon request. Form 990, Part XI, line 9: Reconcile Unrestricted Net Assets to EOY Amt 1,128. Form 990 Line B The tax return is being amended because, after filing the original 2024 return, the organization voluntarily elected to undergo an audit. Under Florida law, any nonprofit receiving $1 million or more in contributions is required to obtain an independent audit. The organization was initially unaware of this requirement and initiated the audit upon learning of it. The auditors identified minor issues in the financial statements, including the improper recording of depreciation against fund balance. This issue was corrected by the organization's CPA. The amended tax return now reflects the audited financial statements on which the auditors issued an unqualified opinion.