2017-02-10T15:34:06-06:00 2016-06-30 381357951 PLANTE & MORAN PLLC 10 S Riverside Plaza 9th Floor Chicago IL 60606 990 2015-07-01 362109717 MARILLAC ST VINCENT FAMILY SERVICES INC D/B/A MARILLAC SOCIAL CENTER AND MARI 7737227440 PO BOX 14699 CHICAGO IL 606148521 KAREN KANE CFO 7737227440 2017-02-07 1 Lu Ann Trapp P01506476 3122071040 2017-02-07 2015 2021-01-29 14:40:06Z ST VINCENT DE PAUL CENTER ANTHONY CHIMERA PO BOX 14699 CHICAGO IL 606148521 17620193 0 X MARILLACSTVINCENT.ORG X 1946 IL Marillac St. Vincent Family Services strengthens, empowers and gives voice to those in need - in the Vincentian spirit of service - through education and comprehensive programs to build vibrant communities in Chicago. WE FULFILL OUR MISSION THROUGH QUALITY CHILD CARE AND EARLY CHILDHOOD EDUCATION, AFTER-SCHOOL PROGRAMS, COMPREHENSIVE SERVICES TO ISOLATED SENIORS, AND OUTREACH TO INDIVIDUALS AND FAMILIES AT-RISK OR IN CRISIS. 34 33 257 350 0 0 2837325 7299585 3644048 8998815 17465 3724 573159 1022800 7071997 17324924 29688 84000 0 0 4398192 9932724 28800 61500 589188 1415381 2939622 5872061 13017846 1199936 4307078 7748865 11471121 1984963 1368611 5763902 10102510 X Marillac St. Vincent Family Services strengthens, empowers and gives voice to those in need - in the Vincentian spirit of service - through education and comprehensive programs to build vibrant communities in Chicago. WE FULFILL OUR MISSION THROUGH QUALITY CHILD CARE AND EARLY CHILDHOOD EDUCATION, AFTER-SCHOOL PROGRAMS, COMPREHENSIVE SERVICES TO ISOLATED SENIORS, AND OUTREACH TO INDIVIDUALS AND FAMILIES AT-RISK OR IN CRISIS. 1 0 7447421 14885 6485375 Our Early Childhood Program supports approximately 400 at-risk children from low-income households. These services are provided to children from the ages of three months to five years old and offered at two sites located on the north and west sides of Chicago. The Program is accredited by the National Association for the Education of Young Children (NAEYC) and includes important wrap-around family support services such as family engagement activities, case management, individual, family and group counseling, developmental assessments, art therapy, and parenting groups. In the spring of 2016, 89% of children bound for kindergarten met or exceeded expectations, 75% of all children 3 - 5 years met expectation for their age group in all 7 developmental domains, and 95% of children achieved expectations for their age group. 3456437 10576 2361355 Youth Services supports over 500 teens and young adults through our School Age, Hope Jr. and Project Hope programs. - The School Age Program includes Before/After School services and full day summer camp for approximately 300 at-risk children primarily from low-income households. The program located on the North and West sides provides enrichment activities and opportunities that increase self- esteem in 5 to 12 year olds. The children and families participate in academic, social, emotional and physical health opportunities. Family support services are available including individual, group and family counseling. - Hope Junior includes out-of-school services and full day summer camp for 80 at-risk children 5-13 years old and 45 teens 13-20 years old. Programing focuses on social emotional development, academics, life-skills, mentoring, physical health, recreation and fine arts. Teens and young adults participate in employment as a youth counselor to the younger children while receiving coaching and supervision in leadership development. - Project Hope is a nationally recognized teen parent program and is a strength-based program that provides services using the researched based Parent's as Teachers Curriculum. Services include intensive home visiting, prenatal, Doula, assessments, counseling, prenatal and parenting groups, father and grandparent programs, leadership development, goal setting and referrals. There are 65 pregnant/parenting teens along with their children, the fathers and extended family. Twenty young adult families also receive services. During fiscal year 2016, 850 home visits were completed along with 40 prenatal and 45 parenting groups. 829039 58539 152085 Community Outreach Programs serve individuals and families within the Greater Chicago Community who are seeking to increase their selfsufficiency and stability through engaging in support services. During FY 2016, 9,639 clients were served and total client visits were 20,187. Support Services include assistance with public benefits, housing, computer access, job readiness, education, food insecurity, and legal issues. The client choice food pantries, served 19,724 individuals from 6,461 households. The West side location is one of the largest food pantries in the Chicagoland area. Our Senior Program includes SelfNeglect (Intensive Case Advocacy) Senior Companion Program, Take Charge, and Homebound Programs. In FY2016, 262 seniors were served; there was a total 720 home visits and 14 Take Charge meetings. 90% of the senior services clients were successfully supported to allow them to remain in their homes. 11732897 1 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 0 0 0 0 0 1 1 1 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 6 0 1 257 1 0 0 0 0 0 1 1 0 0 0 0 X 34 33 0 0 1 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X X LINDA PERRI 3129436776 2145 N HALSTED STREET CHICAGO IL 60614 Kenneth W O'Keefe Chairperson 1.50 0.25 X X 0 0 0 Allen Carter Vice Chair 1.50 0.25 X X 0 0 0 Matthew Galo Secretary 1.50 0.25 X X 0 0 0 Sr Jean Rhoads treasurer 1.50 0.25 X X 0 0 0 Michael Boyer Member 1.50 0.25 X 0 0 0 Suzanne Chapa Member 1.50 0.25 X 0 0 0 Robert P Christopher Member 1.50 0.25 X 0 0 0 Ron Cielak Member 1.50 0.25 X 0 0 0 Michael Condron Member 1.50 0.25 X 0 0 0 Dave Cooney Member 1.50 0.25 X 0 0 0 Kevin Cureton Member 1.50 0.25 X 0 0 0 Kimberly Ekwemoha Member 1.50 0.25 X 0 0 0 Pete DeBerge Member 1.50 0.25 X 0 0 0 Larry M Firanek Member 1.50 0.25 X 0 0 0 Kate Lucas Geant Member 1.50 0.25 X 0 0 0 Daniel J Hermann Member 1.50 0.25 X 0 0 0 Dorothy Jiganti Member 1.50 0.25 X 0 0 0 JoAnn Kunkel Member 1.50 0.25 X 0 0 0 Brendan Malone Member 1.50 0.25 X 0 0 0 Larry Marshall Member 1.50 0.25 X 0 0 0 Brigid Mattingly Member 1.50 0.25 X 0 0 0 Eileen wrenn Mitchell Member 1.50 0.25 X 0 0 0 Abdur Nimeri Member 1.50 0.25 X 0 0 0 Sr Catherine Mary Norris Member 1.50 0.25 X 0 0 0 Lynde O'Brien Member 1.50 0.25 X 0 0 0 Jack Raba Member 1.50 0.25 X 0 0 0 Sammi Renken Member 1.50 0.25 X 0 0 0 John Rowan Member 1.50 0.25 X 0 0 0 Aaron Stout member 1.50 0.25 X 0 0 0 Mike Sturch Member 1.50 0.25 X 0 0 0 Mike Vitek Member 1.50 0.25 X 0 0 0 Matt P Walsh II Member 1.50 0.25 X 0 0 0 Patty Walsh Member 1.50 0.25 X 0 0 0 Peter Beale Delvicchio Member 1.50 0.25 X 0 0 0 Cedric Williams Member 1.50 0.25 X 0 0 0 Bart Winters Chief Executive Officer 39.00 1.00 X X 151839 0 11899 karen kane chief financial officer 39.00 1.00 X 117721 0 10314 Maureen Hallagan Chief Program Officer 39.00 1.00 X 109848 0 5106 379408 0 27319 3 0 1 0 0 461176 3662400 3176009 2735806 7299585 GOVERNMENT CONTRACTS 624410 8303628 8303628 PROGRAM SERVICE FEES 624410 673058 673058 AFTER SCHOOL MATTERS 624410 22129 22129 8998815 3724 3724 550012 0 550012 550012 550012 551432 461176 276497 274935 274935 45941 18772 27169 27169 62582 0 62582 62582 MISCELLANEOUS 900999 108102 108102 108102 17324924 8998815 0 1026524 84000 84000 398216 398216 7538591 7062907 138582 337102 327827 297999 26475 3353 1135957 1050169 37632 48156 532133 504608 13898 13627 55531 54935 347 249 63700 58134 3222 2344 61500 61500 1353 1272 48 33 215093 199865 9314 5914 12085 504 11581 197254 153126 8022 36106 50008 45527 2571 1910 975245 937869 19609 17767 48621 45703 616 2302 7716 1813 4708 1195 452334 415216 22010 15108 186033 172322 7820 5891 PROGRAM SUPPLIES 471335 471696 5 -366 DIETARY PROGRAM SUPPLIE 168665 160999 -45 7711 BANKING & CREDIT CARD S 22639 10017 482 12140 MISSION SERVICES EXPENS 5648 5207 259 182 6362 -487 1466 5383 13017846 11732897 695761 589188 223292 86195 458452 1649143 21443 31805 10610327 5029129 5280876 5581198 1764802 3832546 0 290234 7748865 11471121 487532 791118 1497431 577493 1984963 1368611 X 5406950 9692971 356952 409539 5763902 10102510 7748865 11471121 4307078 31530 0 X 0 1 X 1 1 1 X 869783 1453457 4333489 2837325 7299585 16793639 869783 1453457 4333489 2837325 7299585 16793639 1281882 15511757 475091 532811 529684 538526 553736 2629848 76216 53617 39408 52098 108102 329441 19752928 22006296 0.78530 0.83570 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4969786 4166057 803729 5640541 863072 4777469 5581198 The Private Comingled Fund of the AIM Funds 3831826 F MUTUAL FUNDS 720 F 3832546 SECURITY DEPOSIT HELD ON LEASE 62639 PENSION BENEFIT OBLIGATION 514854 577493 X Part X, Line 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA (GAAP) REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE CENTER AND RECOGNIZE A TAX LIABILITY IF THE CENTER HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS OR OTHER APPLICABLE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION AND HAS CONCLUDED THAT AS OF JUNE 30, 2016. THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. X X X X X X 1 MAK GRANTS LLC 10522 S HOYNE CHICAGO IL 60643 GRANT WRITER 0 695155 62100 1559824 695155 62100 1559824 IL FLEUR DE LIS 751021 333021 418000 3200 1353 141494 54481 BEACON OF HOPE 163074 81188 81886 18152 10651 2 98513 46967 51546 23986 23180 1012608 461176 551432 3200 1353 183632 88312 276497 274935 45941 12475 6297 0 45941 12475 6297 18772 27169 IL 1 0 0 0 0 0 1 ASSISTANCE TO HOMELESS AND THOSE AT RISK OF HOMELESSNESS FOR FOOD, SHELTER AND TRANSPORTATION. 4408 84000 Part I, Line 2: case workers visit and/or reach out to make sure the monies were spent for the intended purpose and the homeless received the benefit. X X X 0 0 0 0 0 0 0 0 0 Bart Winters Chief Executive Officer 151839 0 0 0 0 0 4904 0 6995 0 163738 0 0 0 X net assets 1 2735806 NET BOOK VALUE 0 0 0 Part I, Column (b): PRIOR TO JULY 1, 2015, MARILLAC ST. VINCENT FAMILY SERVICES, INC. ("MSVFS") WAS THE PARENT ENTITY OF MARILLAC SOCIAL CENTER ("MARILLAC") AND ST. VINCENT DE PAUL CENTER ("SVDC"). DURING THE FISCAL YEAR ENDED JUNE 30, 2015, EACH OF THE THREE ENTITIES' BOARD APPROVED A LEGAL REALIGNMENT IN ORDER TO ACHIEVE GREATER EFFICIENCIES. BELOW ARE THE MAJOR ELEMENTS OF THE REALIGNMENT. DURING THE FISCAL YEAR ENDED JUNE 30, 2015, MSVFS DONATED ALL OF ITS ASSETS AND LIABILITIES TO MARILLAC AND SVDC. EFFECTIVE JULY 1, 2015, THE PARENT COMPANY OF MARILLAC BECAME SVDC AND THE PARENT ENTITY OF THE SVDC BECAME DAUGHTERS OF CHARITY MINISTRIES, INC. ON JULY 1, 2015 THE FOLLOWING OCCURRED: MSVFS WAS RENAMED TO MSVFS HOLDING ENTITY, INC. (AND SUBSEQUENTLY DISSOLVED ON 2/24/16) SVDC WAS RENAMED TO MARILLAC ST. VINCENT MINISTRIES, INC. AND DONATED CERTAIN PROGRAM RELATED NET ASSETS AND LIABILITIES TO MARILLAC ST. VINCENT FAMILY SERVICES INC. ("MSFS"). MARILLAC WAS RENAMED TO MARILLAC ST. VINCENT FAMILY SERVICES, INC. (MSFS) Form 990, Part III, line 2 PRIOR TO JULY 1, 2015, MARILLAC ST. VINCENT FAMILY SERVICES (MSVFS) WAS THE PARENT ENTITY OF MARILLAC SOCIAL CENTER (MARILLAC) AND ST. VINCENT DE PAUL CENTER (SVDC). DURING THE FISCAL YEAR ENDED JUNE 30, 2015, EACH OF THESE THREE ENTITIES' BOARDS OF TRUSTEES APPROVED A LEGAL REALIGNMENT IN ORDER TO ACHIEVE GREATER EFFICIENCIES. THE SOCIAL SERVICE AGENCIES OF ST. VINCENT DE PAUL CENTER AND MARILLAC SOCIAL CENTER ARE PART OF MARILLAC ST. VINCENT FAMILY SERVICES, INC. BELOW ARE MAJOR ELEMENTS OF THE LEGAL REALIGNMENT. EFFECTIVE JULY 1, 2015, THE PARENT COMPANY OF MARILLAC BECAME SVDC AND THE PARENT ENTITY OF SVDC BECAME DAUGHTERS OF CHARITY MINISTRIES, INC. ON JULY 1, 2015, THE FOLLOWING OCCURRED: MSVFS WAS RENAMED TO MARILLAC ST. VINCENT HOLDINGS, INC. AND WAS SUBSEQUENTLY DISSOLVED. SVDC WAS RENAMED TO MARILLAC ST. VINCENT MINISTRIES, INC MARILLAC WAS RENAMED TO MARILLAC ST. VINCENT FAMILY SERVICES, INC. [MSFS] Form 990, Part VI, Section A, line 4 LEGAL REALIGNMENT: PRIOR TO JULY 1, 2015, MARILLAC ST. VINCENT FAMILY SERVICES, INC. (MSVFS) WAS THE PARENT ENTITY OF MARILLAC SOCIAL CENTER (MARILLAC) AND ST. VINCENT DE PAUL CENTER (SVDC). DURING THE FISCAL YEAR ENDED JUNE 30, 2015, EACH OF THESE THREE ENTITIES' BOARDS OF TRUSTEES APPROVED A LEGAL REALIGNMENT IN ORDER TO ACHIEVE GREATER EFFICIENCIES. BELOW ARE THE MAJOR ELEMENTS OF THE LEGAL REALIGNMENT: DURING THE FISCAL YEAR ENDED JUNE 30, 2015, MSVFS DONATED ALL OF ITS ASSETS AND LIABILITIES TO MARILLAC SOCIAL CENTER AND ST. VINCENT DE PAUL CENTER. EFFECTIVE JULY 1, 2015, THE PARENT ENTITY OF MARILLAC BECAME SVDC AND THE PARENT ENTITY OF SVDC BECAME DAUGHTERS OF CHARITY MINISTRIES, INC ON JULY 1, 2015, THE FOLLOWING OCCURRED: MSVFS WAS RENAMED TO MSVFS HOLDING ENTITY, INC. SVDC WAS RENAMED TO MARILLAC ST. VINCENT MINISTRIES, INC. MARILLAC WAS RENAMED TO MARILLAC ST. VINCENT FAMILY SERVICES, INC. (MSFS). DURING FISCAL YEAR JUNE 30, 2016, MARILLAC ST. VINCENT MINISTRIES, INC. DONATED TO (MSFS), CERTAIN ASSETS AND LIABILITES SUCH AS CASH, INVESTMENTS, ACCOUNTS RECEIVABLES, PREPAID EXPENSES, FURNITURE, FIXTURES, EQUIPMENT, ACCOUNTS PAYABLE AND ACCRUED EXPENSES. Form 990, Part VI, Section A, line 6 MARILLAC ST. VINCENT MINISTRIES, INC., AN ILLINOIS NOT-FOR-PROFIT CORPORATION, IS THE SOLE CORPORATE MEMBER OF THE ORGANIZATION. THERE IS ONE CLASS OF MEMBERSHIP. THEIR RIGHTS ARE TO APPROVE MAJOR CHANGES IN MISSION, MAJOR CAPITAL EXPENDITURES, STRATEGIC AND FINANCIAL PLANS, SALE AND LEASE OF PROPERTY, APPROVE CHANGES TO BYLAWS, AND APPROVAL OF THE APPOINTMENT OF TRUSTEES AND CHIEF EXECUTIVE OFFICER. Form 990, Part VI, Section A, line 7a THE SOLE COPORATE MEMBER APPROVES THE APPOINTMENT OF MEMBERS TO THE GOVERNING BODY. Form 990, Part VI, Section A, line 7b THE SOLE CORPORATE MEMBER APPROVES MAJOR CHANGES IN MISSION, MAJOR CAPITAL EXPENDITURES, STRATEGIC AND FINANICAL PLANS, SALE AND LEASE OF PROPERTY, APPROVES CHANGES TO BYLAWS, AND APPROVAL OF THE APPOINTMENT OF MEMBERS TO THE GOVERNING BODY AND CHIEF EXECUTIVE OFFICER. Form 990, Part VI, Section B, line 11 THE FORM 990 IS REVIEWED BY THE FINANCE COMMITTEE OF THE BOARD OF TRUSTEES. ALL VOTING MEMBERS OF THE GOVERNING BODY RECEIVE A COPY OF THE 990 PRIOR TO FILING. Form 990, Part VI, Section B, line 12c OFFICERS AND TRUSTEES ARE REQUIRED TO REVIEW, COMPLETE AND SIGN THE CONFLICT OF INTEREST POLICY EACH YEAR. THE CHIEF EXECUTIVE OFFICER REVIEWS THE RESPONSES FOR COMPLETION, SIGNATURES, AND ANY INTERESTS THAT COULD GIVE RISE TO CONFLICT. IF ANY SUCH INTEREST IS DISCLOSED, IT IS BROUGHT TO THE CHAIRPERSON OF THE BOARD OF TRUSTEES. Form 990, Part VI, Section B, line 15 The annual compensation of the CEO and Corporation's Officers are approved by the Executive Committee of the Board of Trustees after reviewing consideration of comparable data. The members of the Executive Committee of the Board of Trustees are independent from the CEO and Corporation's Officers. Approval is documented in the minutes of the Executive Committee of the Board of Trustees. Form 990, Part VI, Section C, line 19 AUDITED FINANCIAL STATEMENTS ARE POSTED ON THE ORGANIZATION'S WEBSITE. GOVERNING DOCUMENTS AND THE CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST. DAUGHTERS OF CHARITY MINISTRIES inc 4330 OLIVE STREET ST LOUIS MO 63108 274032123 Promoting health, wellness, & educ. for the poor & vulnerable MO 501(c)(3) Line 7 N/A 0 MARILLAC ST VINCENT MINISTRIES INC PO BOX 14699 CHICAGO IL 60614 361722800 SOCIAL SERVICES FOR CHILDREN, FAMILIES, SENIORS AND THE HOMELESS IL 501(c)(3) Line 7 DAUGHTERS OF CHARITY MINISTRIES inc 1 MSVFS Holding Entity Inc PO BOX 14699 CHICAGO IL 60614 364582035 CONTINUE WORK AND MISSION OF DAUGHTERS OF CHARITY IN CHICAGO IL 501(c)(3) Line 7 0 MISSION AND MINISTRY INC 9400 NEW HARMONY ROAD EVANSVILLE IN 47720 351417913 PROVIDES FINANCIAL SUPPORT TO ALLEVIATE POVERTY IN 501(c)(3) Line 7 N/A 0 Daughters of Charity Inc 4330 Olive Street ST LOUIS MO 63108 430653298 activities promoting care for the poor and vulnerable MO 501(c)(3) Line 7 N/A 0 0 0 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 DAUGHTERS OF CHARITY MINISTRIES INC C 338294 RECORDS MAINTAINED AT FMV MARILLAC ST VINCENT MINISTRIES INC C 150000 RECORDS MAINTAINED AT FMV MARILLAC ST VINCENT MINISTRIES INC C 2735806 RECORDS MAINTAINED AT BOOK VALUE DAUGHTERS OF CHARITY MINISTRIES INC C 438300 RECORDS MAINTAINED AT COST