2011-11-15T10:26:21-06:00 2010-12-31 CBIZ MHM LLC 10616 SCRIPPS SUMMIT COURT SAN DIEGO CA 92131 990 2010-01-01 330492302 ST VINCENT DE PAUL VILLAGE INC STVI 6194462146 3350 E STREET SAN DIEGO CA 92102 DIANE STUMPH 6194462146 2011-11-14 1 ROBERT C GELLMAN 8587952000 2010 2016-03-07 17:11:31Z SISTER PATRICIA CRUISE 3350 E STREET SAN DIEGO CA 92102 24003568 0 X WWW.SVDPV.ORG X 1992 CA OUR MISSION IS TO HELP OUR NEIGHBORS IN NEED BREAK THE CYCLE OF HOMELESSNESS AND POVERTY. 21 20 317 31460 81517 -13353 15080892 16216827 332494 458105 400171 -36553 4988029 4888279 20801586 21526658 1310253 1322215 0 0 9352138 9087525 0 0 912956 15981830 15736822 26644221 26146562 -5842635 -4619904 15002721 12973511 4750838 6855271 10251883 6118240 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 16498532 1322215 156655 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 2010, 13,617 PEOPLE LIVING IN POVERTY ACCESSED ONE OR MORE SERVICES. A TOTAL OF 1,073,395 MEALS WERE SERVED, INCLUDING A DAILY COMMUNITY LUNCH PROGRAM. A HOUSING ASSESSMENT IS COMPLETED ON ALL CLIENTS. THOSE WHO HAVE SUFFICIENT INCOME TO ACQUIRE PERMANENT HOUSING 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. INTERIM AND TRANSITIONAL HOUSING IS PROVIDED NIGHTLY TO 850 HOMELESS SINGLE ADULTS AND FAMILIES. 62% OF THE ADULTS AND 94% OF THE FAMILIES IN TRANSITIONAL HOUSING MOVED INTO PERMANENT HOUSING. 64% 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 2010, 97% OF THE CLIENTS PARTICIPATING IN THESE PROGRAMS INCREASED THEIR EMPLOYABILITY SKILLS. IN OUR CHILD DEVELOPMENT CENTER, 90% OF CHILDREN WHO ARE NEWBORN TO FIVE YEARS OF AGE INCREASED SCHOOL READINESS AND 62% 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. 2927711 301450 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 2010, 1,000 EMERGENCY ROOM VISITS WERE PREVENTED THROUGH OUR TRIAGE SERVICES SAVING TAXPAYERS $1,000,000 DOLLARS. IN 2010, 209 OF 382 PATIENTS SEEN BY A PSYCHIATRIST EXPERIENCED IMPROVEMENT IN THEIR SYMPTOMS. OF OUR RESIDENTS, 1,192 EXPERIENCED IMPROVEMENT IN WELLNESS AND 242 OF THOSE WITH MENTAL HEALTH ISSUES DEMONSTRATED EMOTIONAL WELL-BEING IN 2010. IN 2010, HEALTHCARE PROFESSIONALS DONATED $538, 628 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. 3714959 0 0 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. REVENUE IS ALSO GENERATED THROUGH A THRIFT STORE IN INDIO, CALIFORNIA. THESE AMOUNTS WERE PROVIDED TO MARTHA'S VILLAGE & KITCHEN (MVK) IN INDIO, CALIFORNIA. MVK IS A SEPARATE 501(C)(3) PROVIDING SERVICES TO THE HOMELESS IN INDIO. 23141202 1 1 0 0 0 0 0 0 1 1 0 0 1 0 0 1 0 0 0 1 0 1 0 1 0 0 1 0 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 28 0 1 317 1 1 1 0 0 0 0 1 1 0 0 0 0 X 21 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 6194462100 3350 E STREET SAN DIEGO CA 92102 JOHN ANDREWS MD 1.00 X 0 0 0 DENNIS BOURQUE 1.00 X 0 0 0 SUSAN BUA 1.00 X 0 0 0 DAN FARLEY 1.00 X 0 0 0 VINCE KASPERICK 3.00 X 0 0 0 JAN MADIGAN 1.00 X 0 0 0 CRAIG MCKASSON 1.00 X 0 0 0 KATHY MCKINLEY 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 STEINBURG 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 30.00 X 0 0 0 MARY CASE 40.00 X 113708 0 0 KEITH MCKAY 40.00 X 102029 0 0 DIANE STUMPH 16.00 X 41895 0 218 257632 0 218 2 0 0 1 SVDP MANAGEMENT INC 3350 E STREET SAN DIEGO CA 92102 ADMIN & OTHER 9040715 REGENTS OF UNIVERSITY OF CA 9500 GILMAN DRIVE LA JOLLA CA 92093 MEDICAL SERVICES 917492 PENSKE TRUCK LEASING CO LP PO BOX 7429 PASADENA CA 91109 TRUCK LEASING 322518 WASTE MANAGEMENT OF EL CAJON PO BOX 541065 LOS ANGELES CA 90054 TRASH SERVICES 254828 LEGACY BUILDING SERVICES INC 2505 CONGRESS S SAN DIEGO CA 92110 CONSTRUCTION 188141 7 141017 1064497 6968189 8043124 16216827 MEDICAL MOBILE UNIT 621400 301450 301450 SHARED LIVING EXPENSES 623990 156655 156655 458105 97257 97257 1024236 922816 942529 1138333 81707 -215517 -133810 -133810 163614 1064497 371281 -207667 -207667 49534 24767 24767 24767 THRIFT SALES 453310 4666824 4666824 SALES OF DONATED FOOD 900099 333191 333191 MOJO'S CAFE 722210 56750 56750 14414 14414 5071179 21526658 458105 81517 4770209 1263687 1263687 58528 58528 215737 102029 113708 7421544 6596820 319410 505314 905008 847346 57662 545236 510502 34734 1385417 1367417 18000 161568 6697 21121 133750 49167 2949 38350 7868 809158 744143 65015 143180 112174 31006 437969 379736 32003 26230 50697 40761 9936 5749825 5744379 350 5096 406374 396181 120 10073 15692 4785 10907 124645 104344 13296 7005 229268 229268 771727 752390 19337 FOOD 3300564 3300564 CONTRACT SERVICES - UCS 927225 927225 OPERATING EXPENSES 705534 705534 CONTRACT SERVICES - OTH 212818 212818 BAD DEBT EXPENSE 186087 186087 69907 98342 542 -28977 26146562 23141202 2092404 912956 1501859 1063422 174875 106333 1999307 2621486 2901382 1871650 81821 78297 125687 192037 4031685 3270967 1467785 760718 3577800 3337387 589266 609850 2582939 2332331 15002721 12973511 1616724 3963452 257587 86125 33333 87500 2843194 2718194 4750838 6855271 X 5123462 912225 1954410 1837835 3174011 3368180 10251883 6118240 15002721 12973511 X -4619904 486261 X 0 1 1 X 1 1 X 20255133 19456368 19427224 15080892 16216827 90436444 20255133 19456368 19427224 15080892 16216827 90436444 5668862 84767582 263259 311109 240363 61774 97257 973762 5278362 5520609 4837352 4858797 5014429 25509549 116919755 3317308 0.72500 0.70040 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: THRIFT SALES SALES OF DONATED FOOD SHARED EXPENSES DEVELOPER FEE OTHER REVENUE RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3205314 124338 269153 184657 3414148 2888297 202468 175577 61028 3205314 3153890 123498 -246234 142857 2888297 0.99000 0.01000 1 0 1599081 1263199 335882 1703307 1339302 364005 729297 668466 60831 760718 CASH VALUE OF INSURANCE POL. 417732 CONSTRUCTION IN PROGRESS 130133 INTEREST IN PERPETUAL TRUST 1147099 CHARITABLE REMAINDER TRUST 373812 INTEREST IN GIFT ANNUITY 263555 2332331 21526658 26146562 -4619904 486260 1 486261 -4133643 22721326 486260 553568 46744 1086572 21634754 -108096 -108096 21526658 26932563 553568 232433 786001 26146562 0 26146562 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: ENDOWMENT FUNDS ARE USED FOR GENERAL OPERATIONS, EDUCATION AND CHILDREN'S PROGRAMS. PART XI, LINE 8 - OTHER ADJUSTMENTS: ROUNDING 1. PART XII, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -33,302. NET UNREALIZED GAIN ON ENDOWMENT FUND -145,968. CHANGE IN VALUE OF RESTRICTED ASSETS -123,183. NET ASSETS RELEASED FROM DONOR RESTRICTIONS 349,197. PART XII, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD -24,767. SPECIAL EVENT EXPENSES INCLUDED WITH REVENUE -207,667. CONTRIBUTIONS TO RESTRICTED ASSETS 124,338. PART XIII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 24,767. SPECIAL EVENT EXPENSES INCLUDED WITH REVENUE 207,667. ROUNDING -1. NORTH AMERICA 0 0 PROGRAM SERVICES SUPPLIES TO EARTHQUAKE VICTIMS 58528 0 0 0 58528 0 58528 DONATION TO THE POOR (EARTHQUAKE RELIEF) NORTH AMERICA 58528 DONATED SUPPLIES PURCHASE PRICE OF SUPPLIES 0 0 0 0 0 0 RUN 723592 652406 71186 251055 DINNER 222139 167417 54722 37237 2 282380 244674 37706 7000 75989 1228111 1064497 163614 7000 364281 371281 -207667 1 COUNTY OF SAN DIEGO - TB CONTROL PO BOX 122028 SAN DIEGO CA 92122 956000934 GOVERNMENT 75428 HOMELESS SERVICES CATHOLIC CHARITIES 349 CEDAR STREET SAN DIEGO CA 92101 237334012 501(C)(3) 131111 39439 FMV HOMELESS SERVICES SALVATION ARMY 2320 5TH AVE SAN DIEGO CA 92101 941156347 501(C)(3) 169415 HOMELESS SERVICES SAN DIEGO YOUTH & COMMUNITY SERVICES 3255 WING STREET SAN DIEGO CA 92110 952648050 501(C)(3) 109996 HOMELESS SERVICES SECOND CHANCE 6145 IMPERIAL AVE SAN DIEGO CA 92114 330539640 501(C)(3) 90900 HOMELESS SERVICES TRAVELERS AID SOCIETY 110 WEST C ST 1209 SAN DIEGO CA 92101 951727674 501(C)(3) 104792 HOMELESS SERVICES VETERANS VILLAGE OF SAN DIEGO 4141 PACIFIC HIGHWAY SAN DIEGO CA 92110 953649525 501(C)(3) 128866 HOMELESS SERVICES VOLUNTEERS OF AMERICA 3530 CAMINO DEL RIO N 300 SAN DIEGO CA 92108 956003438 501(C)(3) 115026 HOMELESS SERVICES VICTORY OUTREACH 4235 NATIONAL AVE SAN DIEGO CA 92113 330407710 501(C)(3) 104374 FMV DONATED FOOD FOOD FOR HUNGRY/HOMELESS VICTORY OUTREACH - NATIONAL CITY 1836 D AVE NATIONAL CITY CA 91950 550296461 501(C)(3) 36320 FMV DONATED FOOD FOOD FOR HUNGRY/HOMELESS RESCUE MISSION 120 ELM ST SAN DIEGO CA 92102 951874073 501(C)(3) 6443 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) 19156 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) 90679 FMV DONATED FOOD FOOD FOR HUNGRY/HOMELESS 16 0 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 41895 0 0 0 0 0 0 0 218 0 42113 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 $41,895 AND NONTAXABLE MEDICAL AND LIFE INSURANCE BENEFITS OF $218. VINCE KASPERICK DIRECTOR 402500 A SHORT-TERM LOAN DUE FROM ST. VINCENT DE PAUL VILLAGE, INC. TO A COMPANY WHICH VINCE KASPERICK IS THE PRESIDENT. 0 X 4212813 SALES PRICE X 10 170452 FMV 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 CORRECTIONS AND CHANGES NECESSARY ARE PROCESSED. THE UPDATED PUBLIC DISCLOSURE COPY OF THE FORM 990 IS CIRCULATED TO ANY BOARD MEMBER WHO WOULD LIKE TO REVIEW THE CHANGES PRIOR TO THE FINAL SUBMISSION FORM 990, PART VI, SECTION B, LINE 12C ANY MEMBER WHO HAS A POTENTIAL FOR ANY TANGENTIAL CONFLICT IS EXLUDED FROM VOTES TAKEN THAT ARE RELATED TO THE CONFLICT. IN SOME SITUATIONS THEY WOULD ALSO BE ASKED TO LEAVE THE ROOM DURING DISCUSSION AND MAY BE EXCLUDED FROM DISTRIBUTED COMMUNICATION. ADDITIONALLY, WHILE IT IS JUST A SMALL PART OF ANY POTENTIAL CONFLICT, BOARD ROSTERS THAT ARE DISTRIBUTED TO THE BOARD AND KEY STAFF INCLUDE THE WORK AFFILIATION OF THE MEMBER TO HELP IDENTIFY ANY INSTANCES WHERE THE POTENTIAL FOR CONFLICT MAY BE PRESENT. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION HAS AN ANNUAL REVIEW PROCESS FOR EACH INDIVIDUAL AND SALARY ACTIONS ARE BASED ON THE THAT EVALUATION. THE HUMAN RESOURCE DEPARTMENT COLLECTS INFORMATION TO DETERMINE THE SALARY RANGES OF COMPARABLE POSITIONS AND PROVIDES THAT RESEARCH WHEN SALARY DELIBERATIONS ARE MADE. BOARD MEMBERS ON THE COMPENSATION COMMITTEE WORK WITH THE DIRECTOR OF HUMAN RESOURCES TO REVIEW AND MAKE RECOMMENDATIONS REGARDING 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 GAINS ON INVESTMENTS: 486,260. ROUNDING 1. TOTAL TO FORM 990, PART XI, LINE 5: 486,261.