2025-08-14T15:49:44-05:00 2024-09-30 390859910 BAKER TILLY ADVISORY GROUP LP 18500 VON KARMAN AVE 10TH FLOOR IRVINE CA 92612 990 2023-10-01 900768822 SOCIETY OF ST VINCENT DE PAUL PARTICULAR COUNCIL OF SAN MATEO INC SOCI 6503730624 50 NORTH B STREET SAN MATEO CA 944013917 THOMAS CRAWFORD TREASURER 6503730624 2025-08-13 1 0 BRIAN YACKER P00401346 9492222999 2025-08-13 2023 2025-03-06 01:10:19Z SVDP OF SAN MATEO COUNTY JAMES LONERGAN 50 NORTH B STREET SAN MATEO CA 944013917 3293686 1 1 5568 X WWW.SVDPSM.ORG X 1964 CA PROVIDE SAFETY NET SERVICES FOR FAMILIES AND INDIVIDUALS IN OUR COMMUNITY. 38 38 0 1132 0 0 2919379 3290376 0 0 474 130 2752 3180 2922605 3293686 2925594 3280105 0 0 0 0 0 0 0 71100 82073 2996694 3362178 -74089 -68492 608559 550045 1526 11504 607033 538541 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 GROUP FORM 990 FOR SUBORDINATE CONFERENCES BEARS ONLY PROGRAM COSTS. THE PARENT RETURN (FEIN 94-1375833) BEARS ALL ADMIN, FUNDRAISING & SOME PROGRAM COSTS. THIS FORM 990 MUST BE READ TOGETHER WITH THE PARENT FORM 990. AUDITED FINANCIAL STATEMENTS ARE ON A CONSOLIDATED BASIS. 0 0 3362178 3280105 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 5,163 HOUSEHOLDS & AT 3 STRATEGICALLY LOCATED HOMELESS HELP CENTERS TO 1,113 DISTINCT HOMELESS INDIVIDUALS.SVDP PROVIDES RENT & UTILITY PAYMENTS OF $709,124 TO PREVENT EVICTIONS. GROCERY STORE EXPENSES OF $906,165 ARE PROVIDED VIA 12,165 HOME VISITS AND 61,935 MEALS & AND OTHER SERVICES ARE GIVEN AT THE HOMELESS HELP CENTERS. $229,706 OF CLOTHING & HOUSEHOLD GOODS IS ALSO PROVIDED FROM 3 THRIFT STORES TO THOSE IN NEED. THESE SERVICES ARE MADE POSSIBLE BY 1,132 VOLUNTEER MEMBERS. THESE ARE THE COMBINED SAFETY NET SERVICES OF THE PARENT & THE GROUP. 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. 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.4,839 STORE VOUCHERS FOR CLOTHING, FURNITURE & HOUSEHOLD ITEMS WERE DISTRIBUTED DURING HOME VISITS & 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. 3362178 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 38 38 1 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 0 0 0 CA X X PATRICK CARBULLIDO 6503730624 50 NORTH B STREET SAN MATEO CA 944013917 X MELODY DAVENPORT MCLAUGHLIN PRESIDENT (DISTRICT COUNCIL) 4.00 X X 0 0 0 DEBORAH PAYNE VICE PRESIDENT (DISTRICT COUNCIL) 4.00 X X 0 0 0 THOMAS CRAWFORD TREASURER (DISTRICT COUNCIL) 4.00 X X 0 0 0 OLGA ALDANA PRESIDENT (ALL SOULS) 5.00 X X 0 0 0 JEANIE LAHERTY PRESIDENT (GOOD SHEPARD) 5.00 X X 0 0 0 MARIA MABANAG PRESIDENT (HOLY ANGELS) 5.00 X X 0 0 0 RICK DACHAUER PRESIDENT (IMMACULATE HEART OF MARY) 5.00 X X 0 0 0 FRANCES LIDWELL PRESIDENT (MATER DOLOROSA) 5.00 X X 0 0 0 DAN WINNIKE PRESIDENT (NATIVITY) 5.00 X X 0 0 0 LEN PRIVITERA PRESIDENT (OUR LADY OF ANGELS) 5.00 X X 0 0 0 LARRY POGGETTI PRESIDENT (OUR LADY OF MERCY) 5.00 X X 0 0 0 HUGH LOVELESS PRESIDENT (OUR LADY OF MT CARMEL) 5.00 X X 0 0 0 CYNTHIA LAURON PRESIDENT (OUR LADY OF PERPETUAL HELP) 5.00 X X 0 0 0 MARY BORDI PRESIDENT (OUR LADY OF THE PILLAR) 5.00 X X 0 0 0 CAROLYNN GHIORSO PRESIDENT (NORTH COUNTY HOMELESS HELP) 5.00 X X 0 0 0 MARVIE JAVIER SANTOS PRESIDENT (SAN MATEO AREA HOMELESS HELP) 5.00 X X 0 0 0 JUDY CALETTI PRESIDENT (REDWOOD CITY HOMELESS HELP) 5.00 X X 0 0 0 MADELEINE LICAVOLI PRESIDENT (ST ANDREW) 5.00 X X 0 0 0 FRANCISCO ONTIVEROS PRESIDENT (ST ANTHONY) 5.00 X X 0 0 0 JEUNESSE RAYMUNDO PRESIDENT (ST AUGUSTINE) 5.00 X X 0 0 0 JOAN TAYLOR PRESIDENT (ST BARTHOLOMEW) 5.00 X X 0 0 0 LYDIA PATRICIO PRESIDENT (ST BRUNO) 5.00 X X 0 0 0 GRETCHEN LOTT PRESIDENT (ST CATHERINE OF SIENNA) 5.00 X X 0 0 0 CATHERINE MARIANI PRESIDENT (ST CHARLES) 5.00 X X 0 0 0 DENISE SAMMUT PRESIDENT (ST DUNSTAN) 5.00 X X 0 0 0 STEWART HYLAND PRESIDENT (ST FRANCIS OF ASSISI) 5.00 X X 0 0 0 MARY ANN BALKENHOL PRESIDENT (ST GREGORY) 5.00 X X 0 0 0 DONN STEVENS PRESIDENT (ST LUKE) 5.00 X X 0 0 0 WILLIAM MALLET PRESIDENT (ST MARK) 5.00 X X 0 0 0 LISA GASPARINI PRESIDENT (ST MATTHEW) 5.00 X X 0 0 0 BOB THOMPSON PRESIDENT (ST MATTHIAS) 5.00 X X 0 0 0 TIM DURKIN PRESIDENT (ST PETER) 5.00 X X 0 0 0 RICK BOITANO PRESIDENT (ST PIUS) 5.00 X X 0 0 0 CAMILO COLORADO PRESIDENT (ST RAYMOND) 5.00 X X 0 0 0 CATHY AVESON PRESIDENT (ST ROBERT) 5.00 X X 0 0 0 CHARLES GREGORY PRESIDENT (ST TIMOTHY) 5.00 X X 0 0 0 MARILOU FARO PRESIDENT (ST VERONICA) 5.00 X X 0 0 0 EDWARD WATSON BOARD MEMBER (DISTRICT COUNCIL) 2.00 X 0 0 0 JAMES LONERGAN EXECUTIVE DIRECTOR (DIST. COUNCIL) 4.00 X 0 0 0 BILL OCALLAHAN VICE PRESIDENT (OUR LADY OF MT CARMEL) 2.00 X 0 0 0 MONICA SUAREZ VICE PRESIDENT (ST AUGUSTINE) 2.00 X 0 0 0 ANDREW MENDOZA VICE PRESIDENT (ST FRANCIS OF ASSISI) 2.00 X 0 0 0 TANYA ROBERTS VICE PRESIDENT (OUR LADY OF ANGELS) 2.00 X 0 0 0 NANCY FERNANDEZ VICE PRESIDENT (ST ROBERT) 2.00 X 0 0 0 LISA MARGOLIS VICE PRESIDENT (ST MARK) 2.00 X 0 0 0 MIRNA MANILA VICE PRESIDENT (NORTH COUNTY HOMELESS HELP) 2.00 X 0 0 0 SUSAN DIRKSEN VICE PRESIDENT (ST CATHERINE OF SIENNA) 2.00 X 0 0 0 LISA FERRIGNO-BURNETT VICE PRESIDENT (ST MATTHEW) 2.00 X 0 0 0 JOHN O'SHAUGHNESSY VICE PRESIDENT (ST GREGORY) 2.00 X 0 0 0 ROSALINDA MADRONA TREASURER (ST VERONICA) 2.00 X 0 0 0 MARILYNN MARIANO TREASURER (ST TIMOTHY) 2.00 X 0 0 0 ROB AVESON TREASURER (ST ROBERT) 2.00 X 0 0 0 BRUNO ENDER TREASURER (ST RAYMOND) 2.00 X 0 0 0 JOHN CLARDY TREASURER (ST PIUS) 2.00 X 0 0 0 MARINA TURNER TREASURER (ST MATTHIAS) 2.00 X 0 0 0 ROD KIEFUS TREASURER (ST MATTHEW) 2.00 X 0 0 0 MICHAEL CLEMENTS TREASURER (ST MARK) 2.00 X 0 0 0 JOHN KWAN TREASURER (ST LUKE) 2.00 X 0 0 0 MARY MCGILL TREASURER (ST GREGORY) 2.00 X 0 0 0 VERNA WINSTON TREASURER (ST FRANCIS OF ASSISI) 2.00 X 0 0 0 ANN WOOLEN TREASURER (ST DUNSTAN) 2.00 X 0 0 0 DIANE KOSTELAK TREASURER (ST CHARLES) 2.00 X 0 0 0 NANCY INGRAM TREASURER (ST CATHERINE OF SIENNA) 2.00 X 0 0 0 ZENAIDA BRION TREASURER (ST BRUNO) 2.00 X 0 0 0 RAMON KHU TREASURER (ST BARTHOLOMEW) 2.00 X 0 0 0 JENNIFER CLEMENTE TREASURER (ST AUGUSTINE) 2.00 X 0 0 0 AUGUST PIJMA TREASURER (ST ANTHONY) 2.00 X 0 0 0 BERNADETTE FISHER TREASURER (ST ANDREW) 2.00 X 0 0 0 KATHY BROWN TREASURER (REDWOOD CITY HOMELESS HELP) 2.00 X 0 0 0 HOWARD COOK TREASURER (SAN MATEO AREA HOMELESS HELP) 2.00 X 0 0 0 ROBERTA FLYNN TREASURER (NORTH COUNTY HOMELESS HELP) 2.00 X 0 0 0 SHELLA BORDI TREASURER (OUR LADY OF REFUGE) 2.00 X 0 0 0 DOMINIC BENVEGNU TREASURER (OUR LADY OF THE PILLAR) 2.00 X 0 0 0 EVELYN TRASMER TREASURER (OUR LADY OF PERPETUAL HELP) 2.00 X 0 0 0 EDDIE LYONS TREASURER (OUR LADY OF MT CARMEL) 2.00 X 0 0 0 THOMAS CRAWFORD TREASURER (OUR LADY OF ANGELS) 2.00 X 0 0 0 WENDY AMES TREASURER (NATIVITY) 2.00 X 0 0 0 BRIAN DUNLEAVY TREASURER (MATER DOLOROSA) 2.00 X 0 0 0 JEFFREY VOSS TREASURER (IMMACULATE HEART OF MARY) 2.00 X 0 0 0 VIRGINIA LAX TREASURER (GOOD SHEPARD) 2.00 X 0 0 0 TERESA DE ANDA TREASURER (ALL SOULS) 2.00 X 0 0 0 MARTIN DUDA TREASURER (ST ANTHONY PESCADERO) 5.00 X 0 0 0 ANALYN ALFONSO SECRETARY (ST BRUNO) 2.00 X 0 0 0 NANCY CLARKIN SECRETARY (OUR LADY OF THE PILLAR) 2.00 X 0 0 0 MATT LUCETT SECRETARY (ST MARK) 2.00 X 0 0 0 JUDY SCANNELL SECRETARY (ST ROBERT) 2.00 X 0 0 0 KATHRYN CROSS SECRETARY (ST MATTHEW) 2.00 X 0 0 0 MARY JANE GREGORY SECRETARY (ST TIMOTHY) 2.00 X 0 0 0 DIANN DELUCCHI SECRETARY (ST ANDREW) 2.00 X 0 0 0 0 0 0 0 0 0 0 0 285121 3005255 2075919 3290376 130 130 REIMBURSEMENT 900099 3180 3180 3180 3293686 0 0 3310 125102 125102 3155003 3155003 82073 82073 3362178 3362178 0 0 509225 445624 99334 104421 608559 550045 1526 11504 1526 11504 X 607033 538541 607033 538541 608559 550045 -68492 0 X X 0 1 X 1 0 X 2366290 2501012 1986400 2919379 3290376 13063457 2366290 2501012 1986400 2919379 3290376 13063457 13063457 2369 474 130 2973 2752 3180 5932 13072362 9921 0.99930 0.99950 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2022 AMOUNT: $ 2,752. REIMBURSEMENT - 2023 AMOUNT: $ 3,180. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 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. 1 SOCIETY OF ST VINCENT DE PAUL PARTICULAR COUNCIL OF SAN MATEO INC 50 NORTH B STREET SAN MATEO CA 944013917 941375833 501(C)(3) 125102 0 PROVIDE SAFETY NET FOR PRECARIOUSLY HOUSED AND HOMELESS 1 0 INDIVIDUAL ASSISTANCE 12863 1079084 2075919 DONOR STATE VALUE FOOD ITEMS AND OTHER PART I, LINE 2: THE ORGANIZATION DOES NOT PROVIDE ASSISTANCE TO THE CLIENT. INSTEAD THE ORGANIZATION MAKES PAYMENTS DIRECTLY TO THE VENDORS ON BEHALF OF THE CLIENT. SCHEDULE I, PART III, COLUMN (B) (F) EMERGENCY ASSISTANCE TO 12,863 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. ALSO SEE PARENT RETURN FEIN #94-1375833. X 284680 FMV X 98879 1791239 FMV 0 0 0 PART I, COLUMN (B): NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION A, LINE 2 ST. ROBERT CONFERENCE: CATHY AVESON (PRESIDENT) AND ROB AVESON (TREASURER) ARE HUSBAND AND WIFE. FORM 990, PART VI, SECTION A, LINE 6 1132 VOLUNTEER CONFERENCE 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 CURRECT 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.