2026-08-12T18:28:25-05:00 2025-09-30 934739451 PPCO ADVISORS LLC 333 W SANTA CLARA ST SUITE 800 SAN JOSE CA 951131716 990 2024-10-01 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 2026-08-11 1 1 SCOTT WATTERS P01246213 4082877911 2024 2025-03-06 01:10:19Z SVDP OF SAN MATEO COUNTY PATRICK CARBULLIDO 50 NORTH B STREET SAN MATEO CA 944013917 7456800 0 X WWW.SVDPSM.ORG X 1964 CA PROVIDE SAFETY NET SERVICES FOR FAMILIES AND INDIVIDUALS IN SAN MATEO COUNTY. 6 6 26 3408 0 0 1835510 2589363 32562 0 1829999 744431 -110421 -5709 3587650 3328085 1208274 1106704 0 0 1478816 2040082 0 0 376147 833307 807880 3520397 3954666 67253 -626581 16748555 14434629 2326734 146469 14421821 14288160 X SAFETY NET SERVICES WERE PROVIDED TO 16,146 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 1428828 905469 17950 SVDP PROVIDES SAFETY NET SERVICES TO THE PRECARIOUSLY HOUSED AND UNHOUSED IN SAN MATEO COUNTY THROUGH SVDP'S PENINSULA FAMILY RESOURCE CENTER AND 2 HOMELESS HELP CENTERS. SVDP'S PENINSULA FAMILY RESOURCE CENTER ASSISTED 5,089 HOUSEHOLDS WITH BASIC SURVIVAL NECESSITIES, PROVIDED FINANCIAL SUPPORT TO 12,197 FAMILIES AND INDIVIDUALS AT RISK OF HOMELESSNESS IN SAN MATEO COUNTY. SVDP'S MODEL OF SERVICE IS THE PERSONAL, HOME VISIT. 3,408 VOLUNTEERS COMPLETED 14,605 HOME VISITS, PROVIDING $2,117,748 IN FOOD ASSISTANCE AND $547,704 IN RENT AND UTILITY PAYMENTS. STRATEGICALLY LOCATED IN SOUTH SAN FRANCISCO AND SAN MATEO, SVDP'S 2 HOMELESS HELP CENTERS OFFER UNHOUSED INDIVIDUALS BASIC SURVIVAL NECESSITIES. SVDP'S HOMELESS HELP CENTERS PROVIDED OVER 60,000 MEALS AND OVER 2,000 TOILETRY KITS TO 1,155 UNHOUSED INDIVIDUALS ANNUALLY. THESE ARE THE COMBINED SAFETY NET SERVICES OF THE PARENT AND THE GROUP. 443469 371 0 SVDP'S CATHERINE CENTER IS A RESIDENTIAL PROGRAM FROM WOMEN RECENTLY RELEASED FROM INCARCERATION. THE PROGRAM WAS CLOSED IN DECEMBER 2024. SVDP'S RESTORATIVE JUSTICE MINISTRY OFFERED PASTORAL CARE TO 2,201 MEN, WOMEN, AND YOUTH INCARCERATED IN SAN MATEO COUNTY JAILS (MAPLE STREET, MCGUIRE, AND HILLCREST JUVENILE CENTER). VOLUNTEERS COMPLETED 219 JAIL VISITS AND PROVIDED HOLY COMMNUNION TO 380 INMATES. THESE ARE THE COMBINED SAFETY NET SERVICES OF THE PARENT & THE GROUP. 1098561 200864 0 SVDP'S THRIFT STORE PROGRAM PROVIDES FREE GOODS TO THE NEEDY, OFFERS LOW COST GOODS TO THE COMMUNITY, RECYCLES USED MERCHANDISE, & OFFERS REHABILITATIVE EMPLOYMENT. $200,864 IN FREE GOODS WERE PROVIDED TO NEIGHBORS IN NEED THOUGH THE STORE VOUCHER PROGRAM. 5,459 STORE VOUCHERS FOR CLOTHING & HOUSEHOLD ITEMS WERE DISTRIBUTED DURING HOME VISITS & AT 2 HOMELESS HELP CENTERS. EMPLOYMENT & JOB TRAINING WAS ALSO PROVIDED TO THE DEVELOPMENTALLY DISABLED & THOSE IMPACTED BY THEIR STATUS IN THE CRIMINAL JUSTICE SYSTEM. THE STORES ALSO SUPPORTED A MERCHANDISE RECYCLING PROGRAM FOR THE BENEFIT OF THE ENVIRONMENT. 2970858 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 1 0 0 0 1 29 0 1 26 1 0 0 0 0 0 1 0 0 0 0 0 0 0 X 6 6 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 CA X X PATRICK CARBULLIDO 6503730622 50 NORTH B STREET SAN MATEO CA 944013917 MELODY DAVENPORT MCLAUGHLIN PRESIDENT 4.00 4.00 X X 0 0 0 DEBORAH PAYNE VICE PRESIDENT 2.00 4.00 X X 0 0 0 THOMAS CRAWFORD TREASURER 4.00 2.00 X X 0 0 0 EDWARD WATSON BOARD MEMBER 4.00 X 0 0 0 MARTIN DUDA BOARD MEMBER 4.00 5.00 X 0 0 0 GRETCHEN LOTT BOARD MEMBER 4.00 5.00 X 0 0 0 JAMES LONERGAN EXECUTIVE DIRECTOR 40.00 2.00 X 194289 0 14502 ALICIA RANGEL DIRECTOR OF OPERATIONS 40.00 X 116394 0 10186 PATRICK CARBULLIDO EXECUTIVE DIRECTOR 40.00 2.00 X 0 0 0 KRISTEN FOWLER DIRECTOR OF MARKETING 40.00 X 108780 0 13761 419463 0 38449 3 0 1 0 0 170117 80171 2339075 500670 2589363 352595 352595 17950 11997 5953 5953 5953 4333284 124968 3942269 124147 391015 821 391836 391836 34103 170117 50302 -16199 -16199 REBATES 900099 4537 4537 4537 3328085 5953 0 732769 X 367926 367926 738778 738778 252224 168990 37834 45400 1439347 1006909 220244 212194 220532 183327 5780 31425 127979 89854 18498 19627 235014 45404 165344 24266 4864 288 1570 3006 83387 46613 21527 15247 155230 116339 35906 2985 9524 2338 5787 1399 75980 58887 17093 146278 93012 50499 2767 LICENSES & FEES 67300 24204 25483 17613 OTHER EXPENSES 17204 15855 1349 VEHICLE 9394 8702 692 DUES,EXTENSION AND RENE 2670 2397 55 218 1035 1035 3954666 2970858 607661 376147 99976 58417 82014 61057 215000 100000 11504 3094 82978 50495 3008740 1656855 3640015 1351885 12617068 12759681 0 50000 16748555 14434629 183346 146469 2143388 0 2326734 146469 X 9929235 9795574 4492586 4492586 14421821 14288160 16748555 14434629 -626581 492920 0 X X 0 1 X 1 0 X 4547394 3602826 2677590 1835510 2589363 15252683 4547394 3602826 2677590 1835510 2589363 15252683 1978387 13274296 321216 349271 343153 383459 352595 1749694 10644 19503 15968 46115 120 4537 4657 17053149 3278152 0.77840 0.79940 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: REBATES - 2023 AMOUNT: $ 120. 2024 AMOUNT: $ 4,537. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3774480 392166 175000 11295 3980351 3159092 625972 10584 3774480 2786806 379329 7043 3159092 3369906 -572830 10270 2786806 1206765 2000000 253202 87000 3061 3369906 0.00000 0.72900 0.27100 0 0 487290 487290 2112411 1345086 767325 188663 98306 90357 177698 177698 0 42678 35765 6913 1351885 X PART V, LINE 4: THE PAUL MORIARITY AND RICHARD MERRY RESTORATIVE JUSTICE ENDOWMENT FUND WAS ESTABLISHED IN 2002 TO FUND THE RESTORATIVE JUST PROGRAM. THE FUND IS USED TO HELP MINISTER TO INCARCERATED PERSONS. THE TRX ENDOWMENT FUND WAS ESTABLISHED IN 2022 TO FUND FINANCIAL SUPPORT FOR SAFETY NET SERVICES PROVIDED BY SVDP'S PENINSULA FAMILY RESOURCE CENTER AND HOMELESS HELP CENTERS. 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 & HEARTS 198876 170117 28759 2500 20877 4695 4710 OTHER 5344 5344 17520 204220 170117 34103 2500 20877 4695 22230 50302 -16199 CA 1 0 0 0 1.00000 0.00000 VIRGINIA MARANS 50 NORTH B STREET SAN MATEO CA 94401 0 1 1 SOCIETY OF ST VINCENT DE PAUL PARTICULAR COUNCIL OF SAN MATEO INC 50 NORTH B STREET SAN MATEO CA 94401 900768822 501(C)(3) 342825 0 SAN MATEO COUNCIL, SAFETY NET SERVICES AND HOMELESS PREVENTION SOCIETY OF ST VINCENT DE PAUL COUNCIL OF LOS ANGELES 50 NORTH B STREET SAN MATEO CA 94401 951644622 501(C)(3) 25000 0 LOS ANGELES COUNCIL, EMERGENCY RELIEF AND ASSISTANCE FOR LA FIRE VICTIMS 2 0 EMERGENCY AND SAFETY NET ASSISTANCE 12197 517914 220864 FMV 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 12,197 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 194289 0 0 0 0 0 3850 0 10652 0 208791 0 0 0 X 254715 FMV X 35 40935 FMV X 5 127749 FMV X 2 72822 FMV X AUCTION ITEMS 15 4449 WEBSITE LISTED PRICE 0 0 0 PART I, COLUMN (B): NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION A, LINE 6 3408 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 IX, LINE 11G PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 13,375. MANAGEMENT AND GENERAL EXPENSES 158,437. FUNDRAISING EXPENSES 21,091. TOTAL EXPENSES 192,903. PAYROLL SERVICE FEES: PROGRAM SERVICE EXPENSES 32,029. MANAGEMENT AND GENERAL EXPENSES 6,907. FUNDRAISING EXPENSES 3,175. TOTAL EXPENSES 42,111. FORM 990, PART IX, LINE 24E RENT: PROGRAM SERVICE EXPENSES 1,035. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,035. FORM 990, PART XII, LINE 2C: THE ORGANIZATION DID NOT CHANGE ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. SOCIETY OF ST VINCENT DE PAUL PARTICULAR COUNCIL OF SAN MATEO INC 50 NORTH B STREET SAN MATEO CA 944013917 900768822 PROVIDE SAFETY NET SERVICES CA 501(C)(3) LINE 7 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0