2015-11-13T10:27:45-06:00 2014-12-31 310800053 CLARK SCHAEFER HACKETT & CO ONE EAST FOURTH ST SUITE 1200 CINCINNATI OH 45202 990 2014-01-01 310537510 SOCIETY OF ST VINCENT DE PAUL COUNCIL SOCI 5135628840 1125 BANK STREET CINCINNATI OH 45214 CINDY HAMMERSTROM DIRECTOR OF FINANCE 5135628840 2015-11-12 1 JANE E PFEIFER P00014949 5132413111 2015-11-12 2014 2016-04-25 22:37:26Z CINDY HAMMERSTROM 1125 BANK STREET CINCINNATI OH 45214 7932155 0 X WWW.SVDPCINCINNATI.ORG X 1926 OH ANSWERING CHRIST'S CALL, WE FOSTER HOPE BY PROVIDING SPIRITUAL, EMOTIONAL AND MATERIAL ASSISTANCE ON A PERSON-TO-PERSON BASIS TO THE POOR, LONELY AND FORGOTTEN IN OUR COMMUNITY. 22 21 38 3200 0 0 7496185 6893941 0 0 151042 274372 107434 152511 7754661 7320824 4238000 4768550 0 0 1266318 1417555 0 0 530139 731263 903352 6235581 7089457 1519080 231367 10121804 10070156 613788 428055 9508016 9642101 ANSWERING CHRIST'S CALL, WE FOSTER HOPE BY PROVIDING SPIRITUAL, EMOTIONAL AND MATERIAL ASSISTANCE ON A PERSON-TO-PERSON BASIS TO THE POOR, LONELY AND FORGOTTEN IN OUR COMMUNITY. 0 0 3257492 1108071 PROVIDE ASSISTANCE TO THE NEEDY FOR VARIOUS SPECIFIC PURPOSES; RENT & UTILITY ASSISTANCE, AND OTHER NECESSITIES. IN 2014, SOCIAL SERVICES PROVIDED ASSISTANCE TO 36,984 PEOPLE. 2176474 2162697 PROVIDE ASSISTANCE TO THE NEEDY BY THE EDYTH AND CARL LINDNER CHOICE FOOD PANTRY, IN THE WEST END OUTREACH CENTER. IN 2014 THE PANTRY PROVIDED FOOD TO 34,603 PEOPLE. 747797 747797 PROVIDE ASSISTANCE TO THE COMMUNITY THROUGH LOCAL CONFERENCES. IN 2014, THE PARISH-BASED VOLUNTEER GROUPS PROVIDED ASSISTANCE TO 57,500 PEOPLE. 749985 749985 6181763 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 1 23 0 1 38 1 0 0 0 0 0 1 1 0 0 0 0 X 22 21 0 0 0 0 0 1 1 1 1 0 1 1 1 1 1 1 1 1 1 0 0 X CINDY HAMMERSTROM 5135628840 1125 BANK STREET CINCINNATI OH 45214 ANDREW CURRAN PRESIDENT 2.50 2.50 X X 0 0 0 BECKY CATINO CHAIRPERSON 2.50 2.50 X X 0 0 0 CHRIS WILLIAMS VICE PRESIDENT 2.50 2.50 X X 0 0 0 RON CHRISTIAN SECRETARY 2.50 2.50 X X 0 0 0 TRICIA JOHNSON TREASURER 2.50 2.50 X X 0 0 0 DR KAREN BANKSTON PHD FACH TRUSTEE 1.00 1.00 X 0 0 0 MOIRA CLARK BONN TRUSTEE 1.00 1.00 X 0 0 0 FR DAVID ENDRES TRUSTEE 1.00 1.00 X 0 0 0 JOE EVELO TRUSTEE 1.00 1.00 X 0 0 0 JOHN B GARTNER III SIOR TRUSTEE 1.00 1.00 X 0 0 0 CINDY GIVENS TRUSTEE 1.00 1.00 X 0 0 0 BOB GRAMANN TRUSTEE 1.00 1.00 X 0 0 0 SR MARY ANN HUMBERT SC TRUSTEE 1.00 1.00 X 0 0 0 DAN HURLEY TRUSTEE 1.00 1.00 X 0 0 0 LISA KNUTSON TRUSTEE 1.00 1.00 X 0 0 0 BART KOHLER PAST CHAIRPERSON 1.00 1.00 X 0 0 0 JOHN LARSON TRUSTEE 1.00 1.00 X 0 0 0 DAN LONG TRUSTEE 1.00 1.00 X 0 0 0 GARY MASSA TRUSTEE 1.00 1.00 X 0 0 0 ANNE NIEHAUS TRUSTEE 1.00 1.00 X 0 0 0 MIKE PRATT TRUSTEE 1.00 1.00 X 0 0 0 JOHN SAWYER TRUSTEE 1.00 1.00 X 0 0 0 LIZ CARTER EXECUTIVE DIRECTOR 32.00 8.00 X 192769 0 13439 192769 0 13439 1 0 1 0 0 1659623 5234318 2839657 6893941 107709 107709 719054 552391 166663 166663 166663 211451 58940 152511 152511 7320824 0 0 426883 4768550 4768550 206209 144252 30303 31654 974906 681991 143264 149651 20626 14168 3827 2631 77855 53480 14445 9930 137959 97676 18406 21877 31879 13708 7970 10201 112390 54544 16695 41151 47412 29651 14923 2838 77979 36280 39240 2459 43176 33673 4873 4630 4331 2885 1446 157503 125742 27687 4074 REPAIRS AND MAINTENANCE 75710 64560 7031 4119 DIRECT MAIL 71804 71804 ASSISTANCE 69574 69574 NEWSLETTER 54792 3660 7816 43316 156802 56943 39629 60230 7089457 6181763 377555 530139 2327606 2140110 54669 122922 30895 264865 180642 7291 17376 4185314 988864 3266463 3196450 4099157 4416514 33500 33500 10121804 10070156 551586 320393 10000 25000 52202 82662 613788 428055 X 7954043 8022419 853973 919682 700000 700000 9508016 9642101 10121804 10070156 231367 -97282 0 X X 0 1 X 1 0 X 4745661 5578908 5899404 7496185 6893941 30614099 4745661 5578908 5899404 7496185 6893941 30614099 7022327 23591772 59964 81554 86673 61908 107709 397808 107434 152511 259945 31271852 864832 0.75440 0.78380 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1088403 51616 24912 9424 1105683 993460 160863 57197 8723 1088403 915496 110242 24071 8207 993460 929546 19645 25802 7893 915496 876642 84894 24522 7468 929546 0.63310 0.36690 0 0 643575 643575 3211770 774817 2436953 294969 214047 80922 35000 35000 3196450 GIFT ANNUITY 82662 82662 X PART V, LINE 4: THE PRINCIPAL OF THE ENDOWMENT FUND IS PERMANENTLY RESTRICTED, HOWEVER THE INVESTMENT EARNINGS ARE USED TO ASSIST THE NEEDY. PART X, LINE 2: THE FINANCIAL ACCOUNTING STANDARDS BOARD ("FASB") HAS ISSUED GUIDANCE WHICH CLARIFIES GENERALLY ACCEPTED ACCOUNTING PRINCIPLES FOR RECOGNITION, MEASUREMENT, PRESENTATION AND DISCLOSURE RELATING TO UNCERTAIN TAX POSITIONS. THIS GUIDANCE CLARIFIES THE ACCOUNTING AND RECOGNITION FOR INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE ORGANIZATION'S INCOME TAX RETURNS. THE ORGANIZATION'S TAX FILINGS ARE SUBJECT TO AUDIT BY VARIOUS TAXING AUTHORITIES. THE YEARS OF FILINGS CLOSED TO THESE AUTHORITIES AND UNAVAILABLE FOR AUDIT ARE DECEMBER 31, 2010 AND PRIOR. THE ORGANIZATION'S POLICY WITH REGARDS TO INTEREST AND PENALTIES IS TO RECOGNIZE INTEREST THROUGH INTEREST EXPENSE AND PENALTIES THROUGH OTHER EXPENSE. THE ORGANIZATION WAS NOT SUBJECT TO ANY INTEREST OR PENALTIES DURING THE YEARS ENDED DECEMBER 31, 2014 AND 2013. THE ORGANIZATION BELIEVES ITS ESTIMATES ARE APPROPRIATE BASED ON THE CURRENT FACTS AND CIRCUMSTANCES AND THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS. RETROFITTING 211451 211451 58940 211451 211451 58940 58940 152511 1 VOUCHERS FOR THE NEEDY FOR HOUSEHOLD ITEMS AND CLOTHING 57500 747797 FMV VOUCHERS ARE GIVEN TO THE NEEDY TO PURCHASE CLOTHING AND PERSONAL ITEMS. CANNED FOOD AND PERSONAL ITEMS 34603 2162697 FMV CANNED FOOD AND PERSONAL ITEMS ARE DISTRIBUTED THROUGH THE FOOD PANTRY ASSISTANCE FOR RENTS, UTILITIES, AND TRANSPORTATION 36984 1108071 FMV VOUCHERS ARE GIVEN TO THE NEEDY FOR UTILITIES AND RENTS, THE SOCIETY PAYS THE EXPENSES DIRECTLY TO THE VENDOR PART I, LINE 2: THE ORGANIZATION HAS AN APPLICATION PROCESS ALONG WITH FINANCIAL REQUIREMENTS FOR EACH GRANT RECIPIENT. THE ORGANIZATION THEN PAYS THE LANDLORD OR THE SPECIFIC UTILITY COMPANY ON BEHALF OF THE CHOSEN APPLICANT. X X X 0 1 0 0 0 0 0 0 0 LIZ CARTER EXECUTIVE DIRECTOR 192769 0 0 0 0 0 6052 0 7387 0 206208 0 0 0 PART I, LINE 3 PAY IS COMPARED TO AVERAGES FOR POSITIONS SIMILAR IN RESPONSIBILITY AND PURPOSE, WHICH IS DOCUMENTED IN A WRITTEN REVIEW PROVIDED TO THE EMPLOYEE AND FILED IN THEIR PERMANENT RECORD. PART I, LINE 4B LIZ CARTER, THE EXECUTIVE DIRECTOR PARTICIPATED IN A 457F PLAN. ANDREW CURRAN ANDREW CURRAN IS PRESIDENT OF THE ORGANIZATION AND COO OF THE VENDOR. 18900 DONOR SEGMENTATION SERVICES PERFORMED BY DMR INTERACTIVE CO. ANDREW CURRAN IS THE COO OF DMR INTERACTIVE CO. 0 X 974348 FAIR MARKET VALUE X 25 176915 AVG EXCHANGE VALUE X 50 1688394 AVG. OF GROCERY STORE 0 1 1 PART I, LINE 32B: SECURITIES ARE SOLD THROUGH A THIRD PARTY. THE DONOR'S INVESTMENT ADVISOR CONTACTS BARTLETT & CO., THE INVESTMENT ADVISOR FOR THE ORGANIZATION, TO SET UP THE DONATION OF SECURITIES. UPON RECEIPT OF THE DONATION BARTLETT & CO. REPORTS THE DATE, NUMBER OF SHARES, AND VALUE OF THE CONTRIBUTION TO THE ORGANIZATION. THE SECURITIES ARE IMMEDIATELY SOLD AND THE MONEY IS DEPOSITED DIRECTLY INTO THE ORGANIZATIONS BANK ACCOUNT. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS OF THE VINCENTIAN CONFERENCE ELECT PRESIDENTS OF THE CONFERENCES AND THESE PRESIDENTS THEN IN TURN BECOME TRUSTEES OF THIS ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7B THE COUNCIL PRESIDENT HAS THE POWER AND AUTHORITY TO DESIGNATE ONE OR MORE COMMITTEES. FORM 990, PART VI, SECTION B, LINE 11 YES, THE 990 IS PROVIDED TO THE TREASURER OF THE GOVERNING BODY BEFORE FILING. THE PROCESS FOR REVIEW IS: THE DIRECTOR OF FINANCE, THE EXECUTIVE DIRECTOR AND THE TREASURER EACH REVIEW THE DRAFT 990. THE FINAL RETURN IS SENT TO THE BOARD BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION SENDS OUT AN ANNUAL STATEMENT TO OFFICERS AND BOARD MEMBERS REGARDING THE CONFLICT OF INTEREST POLICY. EACH RECIPIENT SIGNS THE STATEMENT WHICH AFFIRMS THAT HE/SHE RECEIVED THE POLICY, READ AND UNDERSTOOD THE POLICY, AND AGREES TO COMPLY WITH THE POLICY. IF A CONFLICT OF INTEREST DOES OCCUR THEN THE INTERESTED PERSON MUST DISCLOSE THE INTEREST AND ALL FACTS TO THE DIRECTORS AND MEMBERS OF THE BOARD. THE ISSUE WILL BE ADDRESSED BY THE BOARD. THE INTERESTED PERSON WILL BE RECUSED FROM THESE DISCUSSIONS. FORM 990, PART VI, SECTION B, LINE 15A YES, THE EXECUTIVE DIRECTOR IS REVIEWED BY THE EXECUTIVE COMMITTEE AND BY THE PRESIDENT AGAINST WRITTEN GOALS. PAY IS COMPARED TO AVERAGES FOR POSITIONS SIMILAR IN RESPONSIBILITY AND PURPOSE, WHICH IS DOCUMENTED IN A WRITTEN REVIEW PROVIDED TO THE EMPLOYEE AND FILED IN HER PERMANENT RECORD. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST AND THROUGH THE ANNUAL REPORT WHICH IS PUBLISHED ON THE WEB SITE AS REQUIRED. FORM 990, PART XII, LINE 2C PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. SVDP LLC 1125 BANK STREET CINCINNATI OH 45214 463862607 HOLDING ENTITY OH 6750 817195 SOCIETY OF ST VINCENT DE PAUL COUNCIL VINCENTIAN HOUSE LLC 1125 BANK STREET CINCINNATI OH 45214 464654411 HOLDING ENTITY OH 291173 269829 SOCIETY OF ST VINCENT DE PAUL COUNCIL ST VINCENT DE PAUL STORES 1125 BANK STREET CINCINNATI OH 45214 310430560 OPERATE A WAREHOUSE AND STORES TO PROVIDE NEEDY WITH CLOTHING OH 501(C)(3) LINE 9 SOCIETY OF ST VINCENT DE PAUL COUNCIL 1 ST VINCENT DE PAUL COMMUNITY PHARMACY 1125 BANK STREET CINCINNATI OH 45214 300272954 PROVIDE PHARMACEUTICALS TO THE NEEDY OH 501(C)(3) LINE 7 SOCIETY OF ST VINCENT DE PAUL COUNCIL 1 0 1 1 0 0 0 0 0 0 0 0 1 0 1 1 1 1 0 1 ST VINCENT DEPAUL STORES C 911826 FAIR MARKET VALUE ST VINCENT DEPAUL STORES S 747797 FAIR MARKET VALUE ST VINCENT DE PAUL COMMUNITY PHARMACY OF CINCINNATI O 71500 REASONABLE ALLOCATION ST VINCENT DE PAUL COMMUNITY PHARMACY OF CINCINNATI B 53500 FAIR MARKET VALUE ST VINCENT DEPAUL STORES P 127532 FAIR MARKET VALUE