2024-08-15T11:16:02-05:00 2023-09-30 341884125 CBIZ MHM LLC 4722 N 24TH ST STE 300 PHOENIX AZ 85016 990 2022-10-01 860096789 DIOCESAN COUNCIL FOR THE SOCIETY OF ST VINCENT DE PAUL DIOCESE PHOENIX DIOC 6022616802 PO BOX 13600 PHOENIX AZ 850023600 LAUREN GAMMILL CFO 6022616802 2024-08-14 1 1 AMY A O'LOUGHLIN P00869687 6022646835 2024-08-14 2022 2024-08-08 14:25:15Z SHANNON CLANCY PO BOX 13600 PHOENIX AZ 85002 84108263 0 X WWW.STVINCENTDEPAUL.NET X 1946 AZ HARNESSING THE POWER OF COMMUNITY AND PARTNERSHIPS TO FEED, CLOTHE, HOUSE, AND HEAL. 25 25 486 16000 0 0 59772291 72005249 11718634 1624920 1770166 3003581 1276033 146884 74537124 76780634 157166 207405 0 0 19233425 22946812 47710 168335 5988054 52114506 48312761 71552807 71635313 2984317 5145321 90037714 99891443 4667430 5616762 85370284 94274681 X THE SOCIETY OF ST. VINCENT DE PAUL IS AN INTERNATIONAL NONPROFIT ORGANIZATION DEDICATED TO SERVING THE POOR AND PROVIDING OTHERS WITH THE OPPORTUNITY TO SERVE. THROUGH 80 PARISH CONFERENCES THE PHOENIX DIOCESAN COUNCIL HAS BEEN ASSISTING CENTRAL AND NORTHERN ARIZONA FAMILIES SINCE 1946. PROGRAMS INCLUDE SERVICES FOR THE HOMELESS, MEDICAL AND DENTAL CARE FOR THE WORKING POOR, CHARITY DINING ROOMS, FOOD BOX PROGRAMS, THRIFT STORES, A TRANSITIONAL HOUSING SHELTER AND GENERAL ASSISTANCE FOR INDIVIDUALS AND FAMILIES IN NEED. OUR URBAN FARM PROGRAM GENERATES FRESH FOOD FOR OUR DINING ROOM AND FOOD BOX PROGRAM. BY PARTNERING WITH PUBLIC AGENCIES AND NONPROFITS, ST. VINCENT DE PAUL'S RESOURCE CENTER IS A HUB FOR PEOPLE WHO ARE READY TO TAKE STEPS OUT OF HOMELESSNESS. IN ADDITION TO MEETING DAILY BASIC NEEDS, THE RESOURCE CENTER PROVIDES HEALTH SCREENINGS, MENTAL HEALTH SERVICES, JOB SEARCH AND COACHING, WORKING HANDINHAND WITH INDIVIDUALS TO PLAN A PATH TO SELF-SUFFICIENCY. 0 0 20021154 592062 MORE THAN 7,500 MEALS ARE PROVIDED DAILY THROUGH ST. VINCENT DE PAUL'S SIX CHARITY DINING ROOMS AND FOOD BOX PROGRAM. OVER 80 VOLUNTEER-RUN FOOD PANTRIES OPERATE AS A NETWORK TO PROVIDE FOOD BOXES, RENT AND UTILITY BILL ASSISTANCE AND GENERAL SUPPORT FOR INDIVIDUALS AND FAMILIES IN NEED. 13329881 703048 IN ADDITION TO PROVIDE LOW-COST ITEMS TO THE PUBLIC, ST. VINCENT DE PAUL'S THRIFT STORES PROVIDE ITEMS FREE OF CHARGE TO FAMILIES RECEIVING ASSISTANCE THROUGH ST. VINCENT DE PAUL'S OTHER PROGRAMS. THRIFT STORES ALSO GENERATE FUNDING TO SUPPORT ST. VINCENT DE PAUL'S PROGRAMS TO FEED, CLOTHE, HOUSE AND HEAL PEOPLE IN NEED. 4767808 290884 ST. VINCENT DE PAUL'S VIRGINIA G. PIPER MEDICAL AND DENTAL CLINIC PROVIDES COMPREHENSIVE SERVICES TO PATIENTS WITHOUT INSURANCE. SERVICES INCLUDE OVER 20 MEDICAL SPECIALTIES AND ALL ASPECTS OF ORAL CARE. LAST YEAR, THE CLINIC PROVIDED 16,500 MEDICAL AND DENTAL VISITS, FREE OF CHARGE, FOR UNINSURED PATIENTS. THE CLINIC IS ALSO PARTNERS WITH MEDICAL AND DENTAL SCHOOLS ACROSS ARIZONA TO HOST STUDENTS AND RESIDENT DOCTORS, PROVIDING QUALITY EDUCATION FOR STUDENTS AND COMPASSIONATE CARE FOR PATIENTS. 23510002 207405 64287 VARIOUS OTHER PROGRAMS-RECOGNIZING THE UNIQUE NEEDS OF OLDER ADULTS AND PEOPLE WITH DISABILITIES, ST. VINCENT DE PAUL'S OZANAM MANOR IS A UNIQUE SHELTER THAT PROVIDES A SAFE HARBOR TO HELP PEOPLE TRANSITION FROM HOMELESSNESS TO HOUSING. OZANAM MANOR IS HOME TO 60 RESIDENTS, MANY OF WHOM ARE VETERANS, WHILE THEY RECEIVE CASE MANAGEMENT AND HELP TO SECURE PERMANENT HOUSING. THERE IS ALSO MEMBERSHIP SUPPORT FOR 85 PARISH CONFERENCES SERVING THE POOR, VOLUNTEER SERVICES, AND SPECIAL PROJECTS. ALSO AN URBAN FARM PROGRAM PRODUCED 48 THOUSAND POUNDS OF FRESH FOOD FOR OUR FEEDING THE HUNGRY PROGRAMS. AN OVERNIGHT SHELTER PROVIDES 250 PEOPLE PER NIGHT A PLACE TO SLEEP SAFE FROM THE ELEMENTS. 23510002 207405 64287 61628845 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 1 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 99 0 1 486 1 0 0 0 0 0 0 1 2 0 0 1 0 0 0 X 25 25 1 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X LAUREN GAMMILL 6022664673 420 W WATKINS RD PHOENIX AZ 85003 ARLEN WESTLING BOARD MEMBER 6.00 X 0 0 0 DANIEL TROOP BOARD MEMBER 2.00 X 0 0 0 DORIS KILROY BOARD MEMBER 30.00 X 0 0 0 ED CARPENTER BOARD MEMBER 2.00 X 0 0 0 FRANK BARRIOS BOARD MEMBER 2.00 X 0 0 0 JAMES GREEN BOARD MEMBER 2.00 X 0 0 0 JOHN WERNET BOARD MEMBER 5.00 X 0 0 0 JOSEPH RILEY BOARD MEMBER 30.00 X 0 0 0 KRITINA MOHR DISTRICT PRESIDENT 2.00 X 0 0 0 LAUREN GAMMILL TREASURER 2.00 X X 0 0 0 LORI SELLERS BOARD MEMBER 2.00 X 0 0 0 LUCY LOPEZ BOARD MEMBER 2.00 X 0 0 0 MARCELINO QUINONEZ BOARD MEMBER 2.00 X 0 0 0 MICHAEL WEIGEL BOARD MEMBER 2.00 X 0 0 0 PATRICIA GERENCSER SECRETARY 2.00 X X 0 0 0 PATRICK ARENDT BOARD MEMBER 2.00 X 0 0 0 PHILIP BROCKER BOARD MEMBER 2.00 X 0 0 0 RICHARD BELL BOARD MEMBER 2.00 X 0 0 0 SCOTT WATSON DISTRICT PRESIDENT 2.00 X 0 0 0 SHARON SAMMARTINO BOARD MEMBER 4.00 X 0 0 0 SHIRLEY SMALLEY BOARD MEMBER 2.00 X 0 0 0 STACY COTRONEO VICE PRESIDENT 20.00 X X 0 0 0 STEPHEN ATTWOOD PRESIDENT 2.00 X X 0 0 0 TERESA TERRY DOCK DISTRICT PRESIDENT 2.00 X 0 0 0 MARCUS ANDERSON CFO 40.00 X 152447 0 37549 SHANNON CLANCY CEO 40.00 X 166620 0 31590 STEPHEN ZABILSKI CEO (FORMER) 40.00 X 157254 0 36061 RYAN CORRY CHIEF PHILANTHROPY OFFICER 40.00 X 177600 0 44921 JESSICA BERG CHIEF PROGRAM OFFICER 40.00 X 123463 0 12881 MARY CHOU THOMPSON CHIEF MARKETING OFFICER 40.00 X 125958 0 9900 SCOTT MYERS CLINICAL DENTAL DIRECTOR 40.00 X 180394 0 39843 JASON REED CHIEF INNOVATION OFFICER 40.00 X 156488 0 11431 TODD COOLEY MANAGER, CORPORATE DEVELOPMENT 40.00 X 117872 0 13850 1358096 0 238026 15 0 1 0 ADAPTIVE SENTRY AND CONSULTING 5415 E BECK LN SCOTTSDALE AZ 85254 SECURITY 778910 FABIUS ENTERPRISE LLC 600 W VAN BUREN PHOENIX AZ 85003 ACCOMMODATION AND FOOD SERVICES 518070 VEHR WEBB STUDIOS 5101 E MONTEREY WAY PHOENIX AZ 85018 ARCHITECT 434714 PENSKE TRUCK LEASING CO LP 1945 W HILTON AVE PHOENIX AZ 85009 TRUCKING 359190 DESIGNERS FURNITURE SW LTD 15059 N SCOTTSDALE RD 180 SCOTTSDALE AZ 85254 DESIGNER 216223 14 65610 11491189 60448450 16919430 72005249 CLOTHE 458000 703048 703048 FEED 624210 592062 592062 HEAL 621400 290884 290884 HOUSE 624221 38926 38926 1624920 2950980 2950980 61090 0 61090 61090 61090 1103556 206386 1079368 177973 24188 28413 52601 52601 6070288 6070288 0 MISCELLANEOUS 624100 85794 25361 60433 85794 76780634 1650281 0 3125104 207405 207405 777376 585963 94813 96600 17431433 13118303 2122881 2190249 717579 545471 88206 83902 2687726 2043086 330380 314260 1332698 1013056 163818 155824 30904 30904 56238 56238 168335 168335 45654 45654 2666360 1884241 45355 736764 1089363 1089363 1182381 1114629 23785 43967 1160541 178781 860050 121710 1550863 1502170 30707 17986 845674 837095 4645 3934 1287189 1105970 7356 173863 284213 252230 26831 5152 IN-KIND EXPENSES 16415124 16403740 2071 9313 CLIENT COSTS 9458036 9458036 CONFERENCE AND DISTRICT 9266189 9266189 REPAIRS & MAINTENANCE 1509177 1463525 31599 14053 1464855 648955 53121 762779 71635313 61628845 4018414 5988054 7606192 4203824 3246744 748398 7161714 13006543 1534391 362146 27580 496251 1596209 1430103 554645 470010 43669186 15864860 23353173 27804326 44899751 50752664 57315 617178 90037714 99891443 2701638 3416377 119950 0 1845842 2200385 4667430 5616762 X 43451750 42664943 41918534 51609738 85370284 94274681 90037714 99891443 X 5145321 3330558 -24219 452737 X 0 1 X 1 1 1 X 45041590 52749496 62669444 59707291 72005249 292173070 45041590 52749496 62669444 59707291 72005249 292173070 292173070 1215933 1427323 612794 1571100 3012070 7839220 103132 372469 1166958 85794 1728353 301740643 37798067 0.96830 0.97250 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2018 AMOUNT: $ 0. 2019 AMOUNT: $ 103,132. 2020 AMOUNT: $ 372,469. 2021 AMOUNT: $ 1,166,958. 2022 AMOUNT: $ 85,794. SCHEDULE A, PART II, LINE 10 SALES OF VARIOUS ITEMS AND REIMBURSEMENTS FROM OTHER ORGANIZATIONS RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 29982005 2516079 5769967 681730 37586321 27015659 8267250 -5300904 29982005 14550886 6998750 5466023 27015659 14763378 335172 -266552 281112 14550886 13309980 2483847 -551007 479442 14763378 0.26493 0.73507 0 0 6773601 6773601 20555981 8919234 11636747 296016 144424 151592 5994404 3452527 2541877 10049184 3348675 6700509 27804326 CHARITABLE GIFT ANNUITIES 1658833 RIGHT OF USE LIABILITIES 541552 2200385 X 73917963 3330558 2190071 452737 5973366 67944597 45654 8790383 8836037 76780634 64470776 2190071 2190071 62280705 45654 9308954 9354608 71635313 PART V, LINE 4: ENDOWMENT EARNINGS ARE USED TO SUPPORT PROGRAM OPERATIONS. PART X, LINE 2: THE COUNCIL IS A NONPROFIT CHARITABLE ORGANIZATION AND QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND, ACCORDINGLY, NO PROVISION FOR FEDERAL OR STATE CORPORATE INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE COUNCIL QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170 OF THE INTERNAL REVENUE CODE AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A). INCOME DETERMINED TO BE UNRELATED BUSINESS TAXABLE INCOME WOULD BE TAXABLE. OZ II, LLC IS A DISREGARDED ENTITY FOR TAX PURPOSES. THE COUNCIL EVALUATES ITS UNCERTAIN TAX POSITIONS, IF ANY, ON A CONTINUAL BASIS THROUGH REVIEW OF ITS POLICIES AND PROCEDURES, REVIEW OF ITS REGULAR TAX FILING, AND DISCUSSIONS WITH OUTSIDE EXPERTS. AT SEPTEMBER 30, 2023 AND 2022, MANAGEMENT BELIEVES THE COUNCIL DID NOT HAVE ANY UNCERTAIN TAX POSITIONS. THE COUNCIL'S FEDERAL RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) FOR 2020, 2021 AND 2022 ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF BENEFICIAL INTEREST 452,737. PART XI, LINE 4B - OTHER ADJUSTMENTS: CONFERENCE REVENUE NOT INCLUDED IN AUDITED FINANCIAL STATEMENTS 8,761,970. GAIN/LOSS ON SALE OF PROPERTY & EQUIPMENT 28,413. PART XII, LINE 4B - OTHER ADJUSTMENTS: CONFERENCE EXPENSE NOT INCLUDED IN AUDITED FINANCIAL STATEMENTS 9,308,954. 1 NORTH AMERICA 0 0 PROGRAM SERVICES 39692 0 0 0 0 0 0 39692 0 39692 0 0 0 0 0 0 PART III ACCOUNTING METHOD: X X X X X X 1 AMERICAN PHILANTHROPIC LLC 119 N HIGH ST WEST CHESTER PA 19380 CONSULTING & DIRECT RESPONSES SERVICES 0 0 168335 -168335 168335 -168335 1 SCHOLARSHIP ASSISTANCE 52 207405 SCHEDULE I, PART 1, LINE 2 THE SOCIETY PROVIDES COLLEGE SCHOLARSHIPS FOR MEMBERS OF FAMILIES THAT WILL BE THE FIRST TO ATTEND COLLEGE THAT ARE IN NEED OF FINANCIAL ASSISTANCE. EACH STUDENT IS ASSIGNED A MENTOR TO ADVISE AND MONITOR THE PROGRESS OF THE STUDENT. X X 0 0 0 0 0 0 0 0 0 RYAN CORRY CHIEF PHILANTHROPY OFFICER 177175 0 425 0 0 0 6475 0 38446 0 222521 0 0 0 SCOTT MYERS CLINICAL DENTAL DIRECTOR 179969 0 425 0 0 0 4140 0 35703 0 220237 0 0 0 SHANNON CLANCY CEO 166620 0 0 0 0 0 8501 0 23089 0 198210 0 0 0 STEPHEN ZABILSKI CEO (FORMER) 157254 0 0 0 0 0 8177 0 27884 0 193315 0 0 0 MARCUS ANDERSON CFO 152447 0 0 0 0 0 8001 0 29548 0 189996 0 0 0 JASON REED CHIEF INNOVATION OFFICER 155813 0 675 0 0 0 7374 0 4057 0 167919 0 0 0 X 4614483 THRIFT STORE VALUE X 100 74495 PUBLIC AUCTION X 34 571848 FMV X 11139 10958314 MARKET BASKET X 714 700290 FMV 0 0 1 1 PART I, LINE 32B: DONATED VEHICLES ARE SOLD AT PUBLIC AUCTION. FORM 990, PART VI, SECTION A, LINE 2 LAUREN GAMMILL, CFO AND PATRICK ARENDT, BOARD MEMBER, HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 6 MEMBERSHIP IS APPROXIMATELY 3000. FORM 990, PART VI, SECTION A, LINE 7A CONFERENCES HAVE MEMBERS WHO ELECT THEIR CONFERENCE AND DISTRICT PRESIDENTS. DISTRICT PRESIDENTS ARE MEMBERS OF THE BOARD OF DIRECTORS. CONFERENCES VOTE TO ELECT THE COUNCIL PRESIDENT. FORM 990, PART VI, SECTION A, LINE 7B THE GENERAL MEMBERSHIP APPROVES THE ANNUAL BUDGET AND OTHER ACTIONS AS REQUIRED BY THE BYLAWS. FORM 990, PART VI, SECTION B, LINE 11B DRAFT COPY OF THE FORM 990 IS PROVIDED TO ALL BOARD MEMBERS FOR REVIEW AND COMMENT PRIOR TO SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS AND KEY EMPLOYEES ARE PROVIDED THE CONFLICT OF INTEREST POLICY AND REQUIRED TO COMPLETE AN ANNUAL QUESTIONNAIRE. ANY CONFLICTS ARE REVIEWED AND REPORTED TO THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION IS APPROVED BY THE BOARD FOR THE CEO BASED ON NONPROFIT COMPARISONS. FORM 990, PART VI, SECTION C, LINE 19 ORGANIZATIONAL DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC ON THE WEBSITE, PAPER COPIES UPON REQUEST, AND OTHER WEBSITES SUCH AS GUIDESTAR. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF BENEFICIAL INTEREST 452,737. OZ II LLC PO BOX 13600 PHOENIX AZ 850023600 REAL ESTATE AZ 0 4244153 DIOCESAN COUNCIL FOR THE SOCIETY OF ST VINCENT DE PAUL DIOCESE PHOENIX