2017-08-15T14:59:27-05:00 2016-09-30 941341042 FRANK RIMERMAN & CO LLP 1801 PAGE MILL ROAD PALO ALTO CA 94304 990 2015-10-01 900768822 SOCIETY OF ST VINCENT DE PAUL PARTICULAR COUNCIL OF SAN MATEO INC SOCI 6503730622 50 NORTH B STREET SAN MATEO CA 944013917 JOHN T CLARDY TREASURER 6503730622 2017-08-14 1 PRERNA JAGADA P01063809 6508458100 2017-08-14 2015 2021-01-29 14:40:06Z SVDP OF SAN MATEO COUNTY JOHN DENNISTON 50 NORTH B STREET SAN MATEO CA 944013917 2802515 1 1 5568 X HTTP://WWW.SVDP-SANMATEOCO.ORG/ X PROVIDES SAFETY NET SERVICES TO NEEDY THROUGHOUT SAN MATEO CTY. READ WITH PARENT 990 EIN 94-1375833 36 36 0 1050 0 0 2934653 2802515 0 0 0 0 886 0 2935539 2802515 2870274 2822267 0 0 0 0 0 0 0 26534 39145 2896808 2861412 38731 -58897 595209 537940 8150 9778 587059 528162 X SAFETY NET SERVICES WERE PROVIDED TO 25,000+ 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 2861412 2822267 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 20,000+ DISTINCT HOUSED INDIVIDUALS & AT 3 STRATEGICALLY LOCATED HOMELESS HELP CENTERS TO 3,300+ DISTINCT HOMELESS INDIVIDUALS.SVDP PROVIDES RENT & UTILITY PAYMENTS OF $621,000 TO PREVENT EVICTIONS. FOOD SERVICES OF $2.1M ARE PROVIDED VIA 9,600 HOME VISITS & 55,000 MEALS & OTHER SERVICES ARE GIVEN AT THE HOMELESS HELP CENTERS. $383,000 OF CLOTHING & FURNITURE IS ALSO PROVIDED FROM 5 THRIFT STORES TO THOSE IN NEED. THESE SERVICES ARE MADE POSSIBLE BY 1,050 VOLUNTEERS. 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 3,000 HOURS OF DEDICATED SERVICE TO 2,000 DISTINCT INDIVIDUALS THROUGH 10,000 VISITS TO 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 10 RESIDENTS AND A POST GRADUATE PROGRAM FOR ACCEPTED CANDIDATES HAS SPACE FOR 10 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 5 THRIFT STORES 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. 8,100 STORE VOUCHERS FOR CLOTHING, FURNITURE & HOUSEHOLD ITEMS WERE DISTRIBUTED DURING HOME VISITS, ETC. & 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 AN ELECTRONIC & MERCHANDISE RECYCLING PROGRAM FOR THE BENEFIT OF THE ENVIRONMENT. 2861412 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 0 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 X 36 36 1 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 0 0 0 CA X X ANTHONY ROUSE 6503730621 50 NORTH B STREET SAN MATEO CA 94401 X JOHN DENNISTON PRESIDENT 10.00 X X 0 0 0 JOHN CLARDY TREASURER 15.00 X X 0 0 0 JOHN GARDNER TREASURER 4.00 X X 0 0 0 JANICE GYDESEN PRESIDENT 4.00 X X 0 0 0 ROSE HUELBIG SECRETARY 4.00 X X 0 0 0 JANET STENSON TREASURER 4.00 X X 0 0 0 MAUREEN O'CONNOR PRESIDENT 4.00 X X 0 0 0 ROY CHIAPPARI VICE PRESIDENT 4.00 X X 0 0 0 ROSE HUFFMAN SECRETARY 4.00 X X 0 0 0 BOB YOUNG PRESIDENT 4.00 X X 0 0 0 CATHY DURAN PRESIDENT 4.00 X X 0 0 0 JOSEPHINE VENTURA VICE PRESIDENT 4.00 X X 0 0 0 EDITH EICHENSEHR SECRETARY 4.00 X X 0 0 0 THERESA KELLER TREASURER 4.00 X X 0 0 0 MICHAEL WILMER PRESIDENT 4.00 X X 0 0 0 JOHN WALLACE TREASURER 4.00 X X 0 0 0 LEN PEIVITERA PRESIDENT 4.00 X X 0 0 0 HELENE QUILICI TREASURER 4.00 X X 0 0 0 JOANN JONES PRESIDENT 4.00 X X 0 0 0 BOJANE DCUNHA SECRETARY 4.00 X X 0 0 0 AUDREY DIOLI TREASURER 4.00 X X 0 0 0 ALAN STANLEY PRESIDENT 4.00 X X 0 0 0 CYNTHIA LAURON PRESIDENT 4.00 X X 0 0 0 EVELYN TRASMER TREASURER 4.00 X X 0 0 0 TOM CLARKIN PRESIDENT 4.00 X X 0 0 0 NANCY CLARKIN SECRETARY 4.00 X X 0 0 0 MARIA-ELENA CARLSON TREASURER 4.00 X X 0 0 0 NATY PANGILINAN SECRETARY 4.00 X X 0 0 0 MADELEINE LICAVOLI PRESIDENT 4.00 X X 0 0 0 HUGHO GALLEGOS PRESIDENT 4.00 X X 0 0 0 HERMININA FLORIDO SECRETARY 4.00 X X 0 0 0 GABRIEL ECHEVERRIA VICE PRESIDENT 4.00 X X 0 0 0 KHAY RONQUILLO ACOSTA SECRETARY 4.00 X X 0 0 0 RANDI RANDLE PRESIDENT 4.00 X X 0 0 0 LYDIA PATRICIO PRESIDENT 4.00 X X 0 0 0 ZENAIDA BRION TREASURER 4.00 X X 0 0 0 LOURDES MATATQUIN SECRETARY 4.00 X X 0 0 0 RICHARD CASEY VICE PRESIDENT 4.00 X X 0 0 0 MARLIN ANG SECRETARY 4.00 X X 0 0 0 HELEN FRICKE TREASURER 4.00 X X 0 0 0 KAYTE MARIANI PRESIDENT 4.00 X X 0 0 0 DIANE KOSTELAK TREASURER 4.00 X X 0 0 0 DENISE SAMMUT PRESIDENT 4.00 X X 0 0 0 ANN WOOLEN TREASURER 4.00 X X 0 0 0 MARGARET MCNEIL SECRETARY 4.00 X X 0 0 0 ALFREDO GONZALEZ VICE PRESIDENT 4.00 X X 0 0 0 MARY ANN ROUSE SECRETARY 4.00 X X 0 0 0 VERNA WINSTON TREASURER 4.00 X X 0 0 0 JOHN O'SHAUGHNESSY PRESIDENT 4.00 X X 0 0 0 INGE O'DONNELL SECRETARY 4.00 X X 0 0 0 THOMAS GHERINI TREASURER 4.00 X X 0 0 0 DONN STEVENS PRESIDENT 4.00 X X 0 0 0 MARGARET SIMKINS SECRETARY 4.00 X X 0 0 0 JOHN KAUFER TREASURER 4.00 X X 0 0 0 MICHAEL CLEMENTS TREASURER 4.00 X X 0 0 0 KATHRYN CROSS PRESIDENT 4.00 X X 0 0 0 GREG GANNAM TREASURER 4.00 X X 0 0 0 SHARON MCQUEEN VICE PRESIDENT 4.00 X X 0 0 0 MARY SCHORR SECRETARY 4.00 X X 0 0 0 EHRICA POGGIO TREASURER 4.00 X X 0 0 0 TIM DURKIN PRESIDENT 4.00 X X 0 0 0 CAROL LUHRS SECRETARY 4.00 X X 0 0 0 LIOBA MOULTON TREASURER 4.00 X X 0 0 0 MADALYN SCHWARTZ SECRETARY 4.00 X X 0 0 0 DAVID PHILPOTT VICE PRESIDENT 4.00 X X 0 0 0 ROBERT CALETTI PRESIDENT 4.00 X X 0 0 0 MICHAEL BROWN VICE PRESIDENT 4.00 X X 0 0 0 EILEEN KENNEDY SECRETARY 4.00 X X 0 0 0 EDWARD KENNEDY TREASURER 4.00 X X 0 0 0 BRUCE CHESTER PRESIDENT 4.00 X X 0 0 0 SANDRA MANGOLD SECRETARY 4.00 X X 0 0 0 DIANNE PUCCINELLI TREASURER 4.00 X X 0 0 0 DAVID HARVEY VICE PRESIDENT 4.00 X X 0 0 0 ANNE O'BRIEN SECRETARY 4.00 X X 0 0 0 ANA LUCAS PRESIDENT 4.00 X X 0 0 0 JUNE HEISE PRESIDENT 4.00 X X 0 0 0 LORRAINE MURPHY VICE PRESIDENT 4.00 X X 0 0 0 BARBARA LOZAR TREASURER 4.00 X X 0 0 0 BUNNY MONIZ PRESIDENT 4.00 X X 0 0 0 HOWARD COOK TREASURER 4.00 X X 0 0 0 NATALIE MARSHALL SECRETARY 4.00 X X 0 0 0 TERRY ZERZAN VICE PRESIDENT 4.00 X X 0 0 0 RONALD ROSSO TREASURER 4.00 X X 0 0 0 TANYA ROBERTS SECRETARY 4.00 X X 0 0 0 JUDY CALETTI PRESIDENT 4.00 X X 0 0 0 THERESA CLARK TREASURER 4.00 X X 0 0 0 DIANNE CHIAPPARI TREASURER 4.00 X X 0 0 0 LORETTA DIRIENZO VICE PRESIDENT 4.00 X X 0 0 0 SALLY ORTIZ PRESIDENT 4.00 X X 0 0 0 LITO HERICO VICE PRESIDENT 4.00 X X 0 0 0 ANNIE TARTAGLIA VICE PRESIDENT 4.00 X X 0 0 0 LISA GASPARINI SECRETARY 4.00 X X 0 0 0 RAY TORRES TREASURER 4.00 X X 0 0 0 JANET VERGARA SECRETARY 4.00 X X 0 0 0 HELENA CAMPBELL PRESIDENT 4.00 X X 0 0 0 MARY NUNNERY VICE PRESIDENT 4.00 X X 0 0 0 EVELY NAZARETH VICE PRESIDENT 4.00 X X 0 0 0 YOLANDA LONGBOY TREASURER 4.00 X X 0 0 0 RAMON KHU TREASURER 4.00 X X 0 0 0 DIANN DELUCCHI TREASURER 4.00 X X 0 0 0 MARVIE SANTOS PRESIDENT 4.00 X X 0 0 0 THOMAS O'DONNELL VICE PRESIDENT 4.00 X X 0 0 0 HENRY PREVOST VICE PRESIDENT 4.00 X X 0 0 0 JOISE HEMP VICE PRESIDENT 4.00 X X 0 0 0 BOB THOMPSON PRESIDENT 4.00 X X 0 0 0 RICK BOITANO PRESIDENT 4.00 X X 0 0 0 JANIS STAGNARO SECRETARY 4.00 X X 0 0 0 MANILA REYNALDO TREASURER 4.00 X X 0 0 0 DENISE LEON-MORENO VICE PRESIDENT 4.00 X X 0 0 0 BERNADETTE FISHER VICE PRESIDENT 4.00 X X 0 0 0 CHARLES MCLAUGHLIN TREASURER 4.00 X X 0 0 0 MARTIN DUDA TREASURER 4.00 X X 0 0 0 GRETCHEN LOTT PRESIDENT 4.00 X X 0 0 0 MELODY MCLAUGHLIN PRESIDENT 4.00 X X 0 0 0 BARBARA WALL TREASURER 4.00 X X 0 0 0 DENISE CARR SECRETARY 4.00 X X 0 0 0 ELIZABETH MCCLELLAND SECRETARY 4.00 X X 0 0 0 KATE WILLIAMS PRESIDENT 4.00 X X 0 0 0 LISA FERRIGNO-BURNETT VICE PRESIDENT 4.00 X X 0 0 0 MANILA MIRNA SECRETARY 4.00 X X 0 0 0 GILBERT ARRIAGA PRESIDENT 4.00 X X 0 0 0 ERIN GALLI VICE PRESIDENT 4.00 X X 0 0 0 SHELLA BORDI PRESIDENT 4.00 X X 0 0 0 MADELINE GAMBELIN SECRETARY 4.00 X X 0 0 0 CHRIS MILESTONE VICE PRESIDENT 4.00 X X 0 0 0 0 0 0 0 0 0 0 0 2802515 1908000 2802515 2802515 0 0 0 2822267 2822267 OTHER EXPENSE 39145 39145 2861412 2861412 0 0 472496 423953 122713 113987 595209 537940 8150 9778 8150 9778 X 587059 528162 587059 528162 595209 537940 -58897 0 X X 0 1 X 1 0 X 2586705 2898965 2973234 2966653 2802515 14228072 2586705 2898965 2973234 2966653 2802515 14228072 584512 13643560 14228072 866 0.95890 0.96920 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 9693856 6891341 6891341 2802515 0 2802515 10033620 7172208 7172208 2861412 0 2861412 PART X, LINE 2: ALTHOUGH THE SOCIETY IS TAX EXEMPT, IT IS STILL LIABLE FOR TAX ON ITS UNRELATED BUSINESS TAXABLE INCOME (UBTI). THE SOCIETY DOES NOT BELIEVE IT HAS UBTI THAT SHOULD HAVE BEEN REPORTED FOR TAX PURPOSES. IN ADDITION, THE SOCIETY BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN TO DATE, INCLUDING THE SUSTAINING OF ITS TAX EXEMPT STATUS AND POTENTIAL SOURCES OF UBTI, AND, THEREFORE, HAS NO RELATED INCOME TAX DUE FOR ALL YEARS WHERE THE STATUTE OF LIMITATIONS REMAINS OPEN, WHICH IS GENERALLY THREE YEARS FOR FEDERAL FILINGS AND FOUR YEARS FOR CALIFORNIA FILINGS. ACCORDINGLY, NO PROVISION FOR FEDERAL OR STATE INCOME TAXES IS PROVIDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: ELIMINATION FOR CONSOLIDATED FINANCIAL STATEMENTS -443,492. REVENUE REPORTED ON GROUP RETURN 6,521,598. DONATED SERVICES AND USE OF FACILITIES NOT REPORTED ON GROUP RETURN 143,835. FUNDRAISING EXPENSES NETTED AGAINST REVENUE ON GROUP RETURN 55,771. RENTAL EXPENSES NETTED AGAINST REVENUE ON GROUP RETURN 28,340. COST OF GOODS SOLD NETTED AGAINST REVENUE ON GROUP RETURN 314,634. UNREALIZED LOSS ON INVESTMENTS NOT REPORTED ON GROUP RETURN 271,289. OTHER EXPENSE NETTED AGAINST REVENUE -634. PART XII, LINE 2D - OTHER ADJUSTMENTS: ELIMINATION FOR CONSOLIDATED FINANCIAL STATEMENTS -443,492. EXPENSES REPORTED ON THE GROUP RETURN 7,073,754. DONATED SERVICES AND USE OF FACILITIES NOT REPORTED ON GROUP RETURN 143,835. FUNDRAISING EXPENSES NETTED AGAINST REVENUE ON GROUP RETURN 55,771. RENTAL EXPENSES NETTED AGAINST REVENUE ON GROUP RETURN 28,340. COST OF GOODS SOLD NETTED AGAINST REVENUE ON GROUP RETURN 314,634. OTHER EXPENSE NETTED AGAINST REVENUE -634. 1 CASH AND EMERGENCY ASSISTANCE 21020 914267 1908000 THRIFT SHOP VALUE 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 21,020 INDIVIDUALS IN NEED OF SERVICE 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 141000 FMV X 732500 1465000 FMV X OTHER GOODS 30200 302000 FMV 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 1. OUR LADY OF THE PILLAR CONFERENCE: TOM CLARKIN (PRESIDENT) AND NANCY CLARKIN (SECRETARY) ARE HUSBAND AND WIFE 2. ST. GREGORY CONFERENCE: THOMAS O'DONNELL (VICE PRESIDENT) AND INGE O'DONNELL (SECRETARY) ARE HUSBAND AND WIFE 3. ST. RAYMOND CONFERENCE: EDWARD KENNEDY (TREASURER) AND EILEEN KENNEDY (SECRETARY) ARE HUSBAND AND WIFE 4. HOLY ANGELS CONFERENCE: ROY CHIAPPARI (VICE PRESIDENT) AND DIANNE CHIAPPARI (TREASURER) ARE HUSBAND AND WIFE 5. OUR LADY OF REFUGE CONFERENCE: TOM CLARKIN (VICE PRESIDENT) AND NANCY CLARKIN (SECRETARY) ARE HUSBAND AND WIFE. 6. NORTH COUNTY HOMELESS CONFERENCE: MANILA REYNALDO (TREASURER) AND MIRNA REYNALDO (SECRETARY) ARE HUSBAND AND WIFE. FORM 990, PART VI, SECTION A, LINE 6 820 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 11 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 CFO, TREASURER, EXECUTIVE DIRECTOR, AND AUDIT COMMITTEE THEN APPROVED BY THE BOARD OF DIRECTORS AND DISTRICT COUNCIL 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 GOVERNING DOCUMENTS, AND THE CURRENT CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: FINANCIAL STATEMENTS AND REPORTING: THE AUDIT COMMITTEE HAS OVERSIGHT OVER THE AUDIT OF THE FINANCIAL STATEMENTS, SELECTION OF THE INDEPENDENT AUDITORS, AND ALSO REVIEWS THE FORM 990 BEFORE IT IS FILED WITH THE IRS.