2012-11-13T15:45:13-06:00 2011-12-31 010826173 CBIZ MHM LLC 10616 SCRIPPS SUMMIT COURT SAN DIEGO CA 92131 990 2011-01-01 330492302 ST VINCENT DE PAUL VILLAGE INC STVI 6194462146 3350 E STREET SAN DIEGO CA 92102 DIANE STUMPH 6194462146 2012-11-13 1 ROBERT C GELLMAN P00183739 8587952000 2011 2016-02-24 21:20:13Z SISTER PATRICIA CRUISE 3350 E STREET SAN DIEGO CA 92102 23124101 0 X WWW.SVDPV.ORG X 1992 CA OUR MISSION IS TO HELP OUR NEIGHBORS IN NEED BREAK THE CYCLE OF HOMELESSNESS AND POVERTY. 20 20 370 34469 50099 -16972 16216827 17315983 458105 451884 -36553 110290 4888279 4828307 21526658 22706464 1322215 1004815 0 0 9087525 9774997 0 0 449801 15736822 12203272 26146562 22983084 -4619904 -276620 12973511 12754373 6855271 7186536 6118240 5567837 X OUR MISSION IS TO HELP OUR NEIGHBORS IN NEED BREAK THE CYCLE OF HOMELESSNESS AND POVERTY BY PROMOTING SELF-SUFFICIENCY THROUGH AN INNOVATIVE CONTINUUM OF CARE, MULTI-DISCIPLINARY PROGRAMS AND PARTNERSHIPS THAT COME TOGETHER IN THE SPIRIT OF OUR CREED TO TEACH, LEARN FROM AND CHALLENGE OUR NEIGHBORS AND ONE ANOTHER. 0 0 14946599 1004815 85711 TRANSITIONAL HOUSING: WE PROVIDE A ONE-STOP SERVICE CENTER TO HELP THE HOMELESS AND OUR NEIGHBORS IN NEED ON A ONE AND ONE-HALF BLOCK CAMPUS IN DOWNTOWN SAN DIEGO THAT INCLUDES TRANSITIONAL HOUSING AND WRAP AROUND SUPPORT SERVICES. IN 2011, 12,838 PEOPLE LIVING IN POVERTY ACCESSED ONE OR MORE SERVICES. A TOTAL OF 1,021,136 MEALS WERE SERVED, INCLUDING A DAILY COMMUNITY LUNCH PROGRAM. A HOUSING ASSESSMENT IS COMPLETED ON ALL CLIENTS. THOSE WHO HAVE SUFFICIENT INCOME ARE DIVERTED IMMEDIATELY TO WORK WITH OUR HOUSING LOCATOR OR PLACED IN OUR RAPID RE-HOUSING PROGRAM. WE ALSO ASSIST CLIENTS TO STAY IN THEIR CURRENT HOUSING; DIVERTING THE NEED FOR SHELTER ALTOGETHER. IN 2011, 98% OF SHELTER DIVERSION CLIENTS REMAINED IN PERMANENT HOUSING WITHOUT USING ANY SHELTER NIGHTS. 66% OF RAPID RE-HOUSING CLIENTS MOVED TO PERMANENT HOUSING. WHEN COMBINED, 71% OF RRSD CLIENTS WENT TO PERMANENT HOUSING. INTERIM AND TRANSITIONAL HOUSING IS PROVIDED NIGHTLY TO 850 HOMELESS SINGLE ADULTS AND FAMILIES. 68% OF THE ADULTS AND 87% OF THE FAMILIES IN TRANSITIONAL HOUSING MOVED INTO PERMANENT HOUSING. 65% OF THE PARTICIPANTS IN OUR STATE CERTIFIED DAY TREATMENT PROGRAM REMAINED DRUG FREE FOR FOUR MONTHS OR LONGER, COMPARED TO 37% REPORTED BY SIMILAR COUNTY PROGRAMS. OUR CAREER AND EDUCATION PROGRAMS OFFER LIFE SKILLS WORKSHOPS, JOB TRAINING AND PLACEMENT, ADULT EDUCATION AND GED ATTAINMENT. IN 2011, 97% OF THE CLIENTS PARTICIPATING IN THESE PROGRAMS INCREASED THEIR EMPLOYABILITY SKILLS. IN OUR CHILD DEVELOPMENT CENTER, 75% OF CHILDREN WHO ARE NEWBORN TO FIVE YEARS OF AGE INCREASED SCHOOL READINESS AND 66% OF SCHOOL AGED CHILDREN DEMONSTRATED AN IMPROVED ABILITY TO THRIVE WITHIN SOCIETY. WE ALSO PROVIDE HOUSING AND SUPPORTIVE SERVICES FOR PEOPLE LIVING WITH HIV/AIDS IN FIVE SEPARATE RESIDENTIAL HOMES WITH A TOTAL OCCUPANCY OF 44 INDIVIDUALS. 2469212 149301 MEDICAL CLINIC: OUR LICENSED PRIMARY CARE CLINIC IS A FEDERALLY QUALIFIED HEALTH CENTER (FQHC). A COMBINED RESIDENCY PROGRAM IN PSYCHIATRY AND FAMILY MEDICINE WITH THE UNIVERSITY OF CALIFORNIA SAN DIEGO (UCSD) IS A PREMIER PARTNERSHIP AND TRAINING SITE CONSIDERED TO BE A 'BEST PRACTICE' APPROACH TO SERVING THE HOMELESS. IN 2011, 2,300 ER VISITS AT AN AVERAGE COST OF $750.00 EACH WERE PREVENTED THROUGH OUR TRIAGE SERVICES, SAVING TAXPAYERS $1,725,000 DOLLARS. IN 2011, 258 OF 374 PATIENTS SEEN BY A PSYCHIATRIST EXPERIENCED IMPROVEMENT IN THEIR SYMPTOMS. OF OUR RESIDENTS, 1,212 EXPERIENCED IMPROVEMENT IN WELLNESS AND 299 OF THOSE WITH MENTAL HEALTH ISSUES DEMONSTRATED EMOTIONAL WELL-BEING IN 2011. IN 2011, HEALTHCARE PROFESSIONALS DONATED $426,783 IN SERVICES THAT ARE NOT REFLECTED IN THE EXPENSES NOTED. IN ADDITION TO OUR CLINIC, OUR MOBILE HEALTH CLINIC SERVES THE HOMELESS ON THE STREET, AS WELL AS THE HOUSED UNINSURED, OFFERING MEDICAL AND COUNSELING SERVICES AT A VARIETY OF SITES THROUGHOUT SAN DIEGO COUNTY. 3098620 WE COLLECTED DONATED AND PURCHASED FURNITURE, CLOTHING AND OTHER ITEMS FOR SALE AT AUCTION AND RETAIL LOCATIONS TO PROVIDE OPPORTUNITIES FOR THE POOR TO PURCHASE NEEDED CLOTHING AND HOUSEHOLD GOODS AT AN AFFORDABLE PRICE. THIS PROGRAM WORKS CLOSELY WITH THE TRANSITIONAL HOUSING PROGRAM TO HELP MEET NEEDS OF OUR CLIENTS. PROCEEDS RECEIVED IN THIS PROGRAM ARE USED TO FUND OPERATIONS AND CONTINUE THE TRANSITIONAL HOUSING PROGRAMS. 20514431 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 0 1 0 0 0 0 0 1 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 30 0 1 370 1 1 1 0 0 0 0 1 1 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X DIANE STUMPH 6194462146 3350 E STREET SAN DIEGO CA 92102 JOHN ANDREWS MD MS 1.00 X 0 0 0 DENNIS BOURQUE 1.00 X 0 0 0 DAN FARLEY 1.00 X 0 0 0 VINCE KASPERICK 1.00 X 0 0 0 LUCY LAURAIN 1.00 X 0 0 0 BEVERLY MARCUM 1.00 X 0 0 0 CRAIG MCKASSON 1.00 X 0 0 0 BOB MILLIKEN 1.00 X 0 0 0 JIM MULVANEY JR 1.00 X 0 0 0 CINDY MYHRA 1.00 X 0 0 0 BILL PARDO 1.00 X 0 0 0 GABRIELA SANDERS 1.00 X 0 0 0 DANA SHERTZ 1.00 X 0 0 0 PAUL SHIPSTEAD 1.00 X 0 0 0 HARRIS STEINBERG 1.00 X 0 0 0 TRACEY STURGIS 1.00 X 0 0 0 JAY SUETOS 1.00 X 0 0 0 RON VERNETTI 1.00 X 0 0 0 JAMES M WATERS 1.00 X 0 0 0 WILLIAM WHELAN 1.00 X 0 0 0 FATHER JOE CARROLL 20.00 X 15360 0 0 SISTER PATRICIA CRUISE 16.00 X 19615 0 0 MARY CASE 40.00 X 105002 0 0 KEITH MCKAY 40.00 X 91583 0 0 DIANE STUMPH 18.00 X 28791 0 0 260351 0 0 1 0 0 0 SVDP MANAGEMENT INC 3350 E STREET SAN DIEGO CA 92102 ADMIN & OTHER 10387940 SUFFOLK ROEL INC 3366 KURTZ STREET SAN DIEGO CA 92110 CONSTRUCTION 1699250 REGENTS OF UNIVERSITY OF CA 9500 GILMAN DRIVE LA JOLLA CA 92093 MEDICAL SERVICES 931145 SYSCO SAN DIEGO PO BOX 509101 SAN DIEGO CA 92150 FOOD/SUPPLIES 845606 US FOODS PO BOX 100131 PASADENA CA 911890131 FOOD/SUPPLIES 377856 9 138651 188930 6313698 10674704 17315983 TRANSITIONAL HOUSING P 623990 301234 301234 MEDICAL CLINIC REVENUE 621400 150650 150650 451884 104318 104318 5972 0 5972 5972 5972 712996 188930 382189 330807 330807 70895 35448 35447 35447 THRIFT SALES 453310 4441622 4441622 MOJO'S CAFE 722210 14652 14652 MISCELLANEOUS 900099 5779 5779 4462053 22706464 451884 50099 4888498 994210 994210 10605 10605 196585 91583 105002 7912137 7093044 321538 497555 1077121 1006476 70645 589154 551843 37311 1399980 1399980 -28878 7048 -35926 42501 2551 33150 6800 402852 395574 7278 68986 26099 42887 739502 641724 13760 84018 55034 48894 6140 4847659 4847309 350 481833 466734 59 15040 17178 8977 8201 195876 182658 13296 -78 227572 227572 575585 568309 7276 FOOD 1511091 1511091 0 CONTRACT SERVICES - UCS 671100 671100 0 OPERATING EXPENSES 655332 655332 0 OTHER EXPENSES 330637 316474 14163 9432 189224 117554 -297346 22983084 20514431 2018852 449801 1063422 1260815 106333 160782 2621486 3183056 1871650 1699968 78297 39543 192037 141385 4305644 3489010 760718 816634 3337387 3312497 609850 145162 2332331 1994531 12973511 12754373 3963452 3534420 86125 20804 87500 29166 2718194 3602146 6855271 7186536 X 912225 1129216 1837835 1126936 3368180 3311685 6118240 5567837 12973511 12754373 X -276620 -273785 X X 0 1 1 X 1 1 X 19456368 19427224 15080892 16216827 17315983 87497294 19456368 19427224 15080892 16216827 17315983 87497294 4304953 83192341 311109 240363 61774 97257 104318 814821 5520609 4837352 4858797 5014429 4441622 24672809 112984924 2816233 0.73630 0.72500 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3414148 32000 -78319 213856 3153973 3205314 124338 269153 184657 3414148 2888297 202468 175577 61028 3205314 3153890 123498 -246234 142857 2888297 0.00000 1.00000 0.00000 1 0 1791691 1356097 435594 1778356 1446345 332011 735597 686568 49029 816634 CASH VALUE OF INSURANCE POL. 84074 CONSTRUCTION IN PROGRESS 24375 INTEREST IN PERPETUAL TRUST 1061170 CHARITABLE REMAINDER TRUST 357245 INTEREST IN GIFT ANNUITY 230667 DEPOSIT - WORK COMP 237000 1994531 22706464 22983084 -276620 -273785 2 -273783 -550403 24349231 731520 1217031 1948551 22400680 305785 305785 22706465 24132240 731520 417637 1149157 22983083 1 1 22983084 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: ENDOWMENT FUNDS ARE USED FOR GENERAL OPERATIONS, EDUCATION AND CHILDREN'S PROGRAMS. PART XII, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 45,639. NET UNREALIZED GAIN ON ENDOWMENT FUND 45,968. CHANGE IN VALUE OF RESTRICTED ASSETS 32,351. NET ASSETS RELEASED FROM DONOR RESTRICTIONS 675,436. COST OF GOODS SOLD 35,448. SPECIAL EVENT EXPENSES INCLUDED WITH REVENUE 382,189. PART XII, LINE 4B - OTHER ADJUSTMENTS: CONTRIBUTIONS TO RESTRICTED ASSETS 32,000. NET UNREALIZED LOSS 273,785. PART XIII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 35,448. SPECIAL EVENT EXPENSES INCLUDED WITH REVENUE 382,189. PART XIII, LINE 4B - OTHER ADJUSTMENTS: ROUNDING 1. 0 0 0 0 0 0 0 0 0 0 DONATION TO THE POOR (EARTHQUAKE RELIEF) NORTH AMERICA 9902 DONATED SUPPLIES PURCHASE PRICE OF SUPPLIES 0 0 0 0 0 0 RUN 480127 45000 435127 1690 185061 TRIATHALON 191390 0 191390 7000 1175 85889 2 230409 143930 86479 76054 8150 17170 901926 188930 712996 7000 77744 9325 288120 382189 330807 1 CITY OF SAN DIEGO - TB CONTROL PO BOX 122028 SAN DIEGO CA 92122 956000934 GOVERNMENT 94228 HOMELESS SERVICES CATHOLIC CHARITIES 349 CEDAR STREET SAN DIEGO CA 92101 237334012 501(C)(3) 114933 HOMELESS SERVICES SALVATION ARMY 2320 5TH AVE SAN DIEGO CA 92101 941156347 501(C)(3) 150549 HOMELESS SERVICES SAN DIEGO YOUTH & COMMUNITY SERVICES 3255 WING STREET SAN DIEGO CA 92110 952648050 501(C)(3) 107879 HOMELESS SERVICES SECOND CHANCE 6145 IMPERIAL AVE SAN DIEGO CA 92114 330539640 501(C)(3) 87605 HOMELESS SERVICES TRAVELERS AID SOCIETY 110 WEST C ST 1209 SAN DIEGO CA 92101 951727674 501(C)(3) 79689 HOMELESS SERVICES VETERANS VILLAGE OF SAN DIEGO 4141 PACIFIC HIGHWAY SAN DIEGO CA 92110 953649525 501(C)(3) 110730 HOMELESS SERVICES VOLUNTEERS OF AMERICA 3530 CAMINO DEL RIO N 300 SAN DIEGO CA 92108 956003438 501(C)(3) 63814 HOMELESS SERVICES VICTORY OUTREACH 4235 NATIONAL AVE SAN DIEGO CA 92113 330407710 501(C)(3) 40809 FMV DONATED FOOD FOOD FOR HUNGRY/HOMELESS VICTORY OUTREACH - NATIONAL CITY 1836 D AVE NATIONAL CITY CA 91950 550296461 501(C)(3) 17543 FMV DONATED FOOD FOOD FOR HUNGRY/HOMELESS RESCUE MISSION 120 ELM ST SAN DIEGO CA 92102 951874073 501(C)(3) 7371 FMV DONATED FOOD FOOD FOR HUNGRY/HOMELESS SAN DIEGO LGBT COMMUNITY CENTER - FAMILY MATTERS 3909 CENTRE STREET SAN DIEGO CA 92103 237332048 501(C)(3) 8474 FMV DONATED FOOD FOOD FOR HUNGRY/HOMELESS MOUNT OLIVE CHURCH OF GOD IN CHRIST 4907 A ST SAN DIEGO CA 92102 510160785 501(C)(3) 39823 FMV DONATED FOOD FOOD FOR HUNGRY/HOMELESS VICTORY OUTREACH - SPRING VALLEY 8487 PARADISE VALLEY RD SPRING VALLEY CA 91977 330407710 501(C)(3) 25374 FMV DONATED FOOD FOOD FOR HUNGRY/HOMELESS VICTORY OUTREACH - CITY HEIGHTS 3869 42ND STREET SAN DIEGO CA 921052516 330407710 501(C)(3) 13527 FMV DONATED FOOD FOOD FOR HUNGRY/HOMELESS DONATIONS TO THE POOR VARIOUS AGENCIES VARIOUS CA 99999 999999999 501(C)(3) 29917 VARIOUS PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: MOST OF THE FUNDS ARE PASS-THROUGH FUNDS FROM HUD. IN ACCORDANCE WITH THE REGULATIONS, WE MONITOR THE EXPENSES OF THE RECIPIENTS TO ENSURE THEY ARE IN COMPLIANCE WITH THE PROGRAM SPECIFICATION BY REVIEWING EACH EXPENSE REPORT WHEN SUBMITTED. IN ADDITION, WE CONDUCT PERIODIC AUDITS TO ENSURE ALL BACK UP IS MAINTAINED AS REQUIRED. X X X 0 0 0 0 0 0 0 0 0 DIANE STUMPH 28715 0 0 0 76 0 0 0 0 0 28791 0 0 0 SUPPLEMENTAL INFORMATION PART III SCHEDULE J, PART II OFFICER DIANE STUMPH DOES NOT RECEIVE COMPENSATION DIRECTLY FROM ST. VINCENT DE PAUL VILLAGE, INC.; HOWEVER SHE IS COMPENSATED FOR HER POSITION HELD WITHIN THE ORGANIZATION THROUGH AN AGREEMENT WITH SVDP MANAGEMENT, INC., AN UNRELATED ORGANIZATION. DUE TO THIS ARRANGEMENT, FORM 990, PART VII, SECTION A, LINE 5 HAS BEEN MARKED AS YES AND THEREFORE SCHEDULE J HAS ALSO BEEN COMPLETED. THE TYPE AND AMOUNT OF COMPENSATION PAID BY SVDP MANAGEMENT, INC. TO DIANE STUMPH WERE WAGES OF $28,715 AND NONTAXABLE MEDICAL AND LIFE INSURANCE BENEFITS OF $76. X 4221231 SALES PRICE X 19 170683 FMV 0 0 1 1 THIRD PARTY USE: PART I, LINE 32B: DONATED STOCK WAS RECEIVED INTO A MERRILL LYNCH ACCOUNT. THE STOCKS ARE THEN HELD IN THE ACCOUNT UNTIL SOLD AT WHICH TIME THE PROCEEDS ARE DEPOSITED INTO AN ACCOUNT AT ST. VINCENT DE PAUL VILLAGE, INC. FOR USE IN FUTURE OPERATIONS. FORM 990, PART VI, SECTION B, LINE 11 A DRAFT OF THE FULL FORM 990 IS REVIEWED BY THE FINANCE COMMITTEE AND ANY CHANGES ARE MADE AS NECESSARY. THE UPDATED PUBLIC DISCLOSURE COPY OF THE FORM 990 IS CIRCULATED TO ANY BOARD MEMBERS WHO WOULD LIKE TO REVIEW THE CHANGES PRIOR TO THE FINAL SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION MONITORS COMPLIANCE WITH THE POLICY BY HAVING EACH BOARD MEMBER REVIEW AND ACCEPT THE ORGANIZATION'S CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS. THROUGHOUT THE YEAR, MEMBERS WHO HAVE CONFLICTS WITH RESPECT TO PARTICULAR MATTERS UNDER CONSIDERATION ARE EXCLUDED FROM VOTES TAKEN. IN SOME SITUATIONS THEY ARE ALSO ASKED TO LEAVE THE ROOM DURING DISCUSSIONS AND MAY BE EXCLUDED FROM DISTRIBUTED COMMUNICATION. ALTHOUGH BOARD ROSTERS ARE JUST A SMALL PART OF ANY POTENTIAL CONFLICT ASSESSMENT, THEY ARE DISTRIBUTED TO THE BOARD MEMBERS AND KEY STAFF. THE ROSTERS INCLUDE THE WORK AFFILIATION OF EACH MEMBER TO HELP IDENTIFY ANY POTENTIAL CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION HAS AN ANNUAL REVIEW PROCESS FOR EACH INDIVIDUAL. SALARY ACTIONS ARE BASED ON THAT PROCESS. IN ADDITION, THE HUMAN RESOURCE DEPARTMENT COLLECTS INFORMATION TO DETERMINE THE SALARY RANGES OF COMPARABLE POSITIONS, WHICH THE DEPARTMENT PROVIDES DURING SALARY DELIBERATIONS. BOARD MEMBERS ON THE COMPENSATION COMMITTEE WORK WITH THE DIRECTOR OF HUMAN RESOURCES TO REVIEW AND RECOMMEND THE COMPENSATION OF THE LEADERSHIP TEAM. FORM 990, PART VI, SECTION C, LINE 19 THE ARTICLES OF INCORPORATION, BY-LAWS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -273,785. THERE HAS BEEN NO CHANGE TO THE WAY THAT THE AUDIT COMMITTEE OR BOARD OF DIRECTORS OVERSEES THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT.