2026-08-12T18:34:14-05:00 2025-09-30 934739451 PPCO ADVISORS LLC 333 W SANTA CLARA ST SUITE 800 SAN JOSE CA 951131716 990 2024-10-01 900768822 SOCIETY OF ST VINCENT DE PAUL PARTICULAR COUNCIL OF SAN MATEO INC SOCI 6503730624 50 NORTH B STREET SAN MATEO CA 944013917 THOMAS CRAWFORD TREASURER 6503730624 2026-08-11 1 0 SCOTT WATTERS P01246213 4082877911 2024 2025-03-06 01:10:19Z SVDP OF SAN MATEO COUNTY PATRICK CARBULLIDO 50 NORTH B STREET SAN MATEO CA 944013917 3523624 1 1 5568 X WWW.SVDPSM.ORG X 1964 CA PROVIDE SAFETY NET SERVICES FOR FAMILIES AND INDIVIDUALS IN OUR COMMUNITY. 99 99 0 3408 0 0 3290376 3523624 0 0 130 0 3180 0 3293686 3523624 3280105 3414905 0 0 0 0 0 0 0 82073 77765 3362178 3492670 -68492 30954 550045 572589 11504 3094 538541 569495 X SAFETY NET SERVICES WERE PROVIDED TO 16,146 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 3492670 3414905 SVDP PROVIDES SAFETY NET SERVICES TO THE PRECARIOUSLY HOUSED AND UNHOUSED IN SAN MATEO COUNTY THROUGH SVDP'S PENINSULA FAMILY RESOURCE CENTER AND 2 HOMELESS HELP CENTERS. SVDP'S PENINSULA FAMILY RESOURCE CENTER ASSISTED 5,089 HOUSEHOLDS WITH BASIC SURVIVAL NECESSITIES, AND PROVIDED FINANCIAL SUPPORT TO 12,197 FAMILIES AND INDIVIDUALS AT RISK OF HOMELESSNESS IN SAN MATEO COUNTY. SVDP'S MODEL OF SERVICE IS THE PERSONAL, HOME VISIT. 3,408 VOLUNTEERS COMPLETED 14,605 HOME VISITS, PROVIDING $2,117,748 IN FOOD ASSISTANCE AND $547,704 IN RENT AND UTILITY PAYMENTS. STRATEGICALLY LOCATED IN SOUTH SAN FRANCISCO AND SAN MATEO, SVDP'S 2 HOMELESS HELP CENTERS OFFER UNHOUSED INDIVIDUALS BASIC SURVIVAL NECESSITIES. SVDP'S HOMELESS HELP CENTERS PROVIDED OVER 60,000 MEALS AND OVER 2,000 TOILETRY KITS TO (CONTINUED) 1,155 UNHOUSED INDIVIDUALS ANNUALLY. THESE ARE THE COMBINED SAFETY NET SERVICES OF THE PARENT AND THE GROUP. SVDP'S CATHERINE CENTER IS A RESIDENTIAL PROGRAM FROM WOMEN RECENTLY RELEASED FROM INCARCERATION. THE PROGRAM WAS CLOSED IN DECEMBER 2024. SVDP'S RESTORATIVE JUSTICE MINISTRY OFFERED PASTORAL CARE TO 2,201 MEN, WOMEN, AND YOUTH INCARCERATED IN SAN MATEO COUNTY JAILS (MAPLE STREET, MCGUIRE, AND HILLCREST JUVENILE CENTER). VOLUNTEERS COMPLETED 219 JAIL VISITS AND PROVIDED HOLY COMMNUNION TO 380 INMATES. THESE ARE THE COMBINED SAFETY NET SERVICES OF THE PARENT & THE GROUP. SVDP'S THRIFT STORE PROGRAM PROVIDES FREE GOODS TO THE NEEDY, OFFERS LOW COST GOODS TO THE COMMUNITY, RECYCLES USED MERCHANDISE, & OFFERS REHABILITATIVE EMPLOYMENT. $200,864 IN FREE GOODS WERE PROVIDED TO NEIGHBORS IN NEED THOUGH THE STORE VOUCHER PROGRAM. 5,459 STORE VOUCHERS FOR CLOTHING & HOUSEHOLD ITEMS WERE DISTRIBUTED DURING HOME VISITS & AT 2 HOMELESS HELP CENTERS. EMPLOYMENT & JOB TRAINING WAS ALSO PROVIDED TO THE DEVELOPMENTALLY DISABLED & THOSE IMPACTED BY THEIR STATUS IN THE CRIMINAL JUSTICE SYSTEM. THE STORES ALSO SUPPORTED A MERCHANDISE RECYCLING PROGRAM FOR THE BENEFIT OF THE ENVIRONMENT. 3492670 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 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 99 99 1 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 0 0 0 CA X X PATRICK CARBULLIDO 6503730624 50 NORTH B STREET SAN MATEO CA 944013917 MELODY DAVENPORT MCLAUGHLIN PRESIDENT (DISTRICT COUNCI 4.00 4.00 X X 0 0 0 EILEEN CASSIDY PRESIDENT( MATER DOLOROSA) 5.00 X X 0 0 0 GUY MARTSON PRESIDENT ( OUR LADY OF MERCY) 5.00 X X 0 0 0 OLGA ALDANA PRESIDENT (ALL SOULS) 5.00 X X 0 0 0 JEANIE LAHERTY PRESIDENT (GOOD SHEPARD) 5.00 X X 0 0 0 MARIA MABANAG PRESIDENT (HOLY ANGELS) 5.00 X X 0 0 0 RICK DACHAUER PRESIDENT (IMMACULATE HEAR 5.00 X X 0 0 0 DAN WINNIKE PRESIDENT (NATIVITY) 5.00 X X 0 0 0 LEN PRIVITERA PRESIDENT (OUR LADY OF ANG 5.00 X X 0 0 0 HUGH LOVELESS PRESIDENT (OUR LADY OF MT 5.00 X X 0 0 0 CYNTHIA LAURON PRESIDENT (OUR LADY OF PER 5.00 X X 0 0 0 MARY BORDI PRESIDENT (OUR LADY OF THE 5.00 X X 0 0 0 CAROLYNN GHIORSO PRESIDENT (NORTH COUNTY HO 5.00 X X 0 0 0 MARVIE JAVIER SANTOS PRESIDENT (SAN MATEO AREA 5.00 X X 0 0 0 JUDY CALETTI PRESIDENT (REDWOOD CITY HO 5.00 X X 0 0 0 MADELEINE LICAVOLI PRESIDENT (ST ANDREW) 5.00 X X 0 0 0 FRANCISCO ONTIVEROS PRESIDENT (ST ANTHONY) 5.00 X X 0 0 0 JEUNESSE RAYMUNDO PRESIDENT (ST AUGUSTINE) 5.00 X X 0 0 0 JOAN TAYLOR PRESIDENT (ST BARTHOLOMEW) 5.00 X X 0 0 0 LYDIA PATRICIO PRESIDENT (ST BRUNO) 5.00 X X 0 0 0 GRETCHEN LOTT PRESIDENT (ST CATHERINE OF 5.00 2.00 X X 0 0 0 CATHERINE MARIANI PRESIDENT (ST CHARLES) 5.00 X X 0 0 0 DENISE SAMMUT PRESIDENT (ST DUNSTAN) 5.00 X X 0 0 0 STEWART HYLAND PRESIDENT (ST FRANCIS OF A 5.00 X X 0 0 0 MARY ANN BALKENHOL PRESIDENT (ST GREGORY) 5.00 X X 0 0 0 DONN STEVENS PRESIDENT (ST LUKE) 5.00 X X 0 0 0 WILLIAM MALLET PRESIDENT (ST MARK) 5.00 X X 0 0 0 LISA GASPARINI PRESIDENT (ST MATTHEW) 5.00 X X 0 0 0 BOB THOMPSON PRESIDENT (ST MATTHIAS) 5.00 X X 0 0 0 TIM DURKIN PRESIDENT (ST PETER) 5.00 X X 0 0 0 RICK BOITANO PRESIDENT (ST PIUS) 5.00 X X 0 0 0 CAMILO COLORADO PRESIDENT (ST RAYMOND) 5.00 X X 0 0 0 CATHY AVESON PRESIDENT (ST ROBERT) 5.00 X X 0 0 0 CHARLES GREGORY PRESIDENT (ST TIMOTHY) 5.00 X X 0 0 0 MARILOU FARO PRESIDENT (ST VERONICA) 5.00 X X 0 0 0 BILL OCALLAHAN VICE PRESIDENT (OUR LADY O 2.00 X X 0 0 0 TANYA ROBERTS VICE PRESIDENT (OUR LADY O 2.00 X X 0 0 0 NANCY FERNANDEZ VICE PRESIDENT (ST ROBERT) 2.00 X X 0 0 0 LISA MARGOLIS VICE PRESIDENT (ST MARK) 2.00 X X 0 0 0 MIRNA MANILA VICE PRESIDENT (NORTH COUN 2.00 X X 0 0 0 SUSAN DIRKSEN VICE PRESIDENT (ST CATHERI 2.00 X X 0 0 0 LISA FERRIGNO-BURNETT VICE PRESIDENT (ST MATTHEW 2.00 X X 0 0 0 GILBERT ARRIAGA VICE PRESIDENT (ST ANTHONY OF PESCADERO) 2.00 X X 0 0 0 BRENDA ONO VICE PRESIDENT (ST AUGUSTINE) 2.00 X X 0 0 0 MEDARDO AMOYEN VICE PRESIDENT (ST BRUNO) 2.00 X X 0 0 0 TAMARA JOHNSON VICE PRESIDENT (ST FRANCIS) 2.00 X X 0 0 0 SHARON MCQUEEN VICE PRESIDENT (ST MATTIAS) 2.00 X X 0 0 0 KATHY MARTELL VICE PRESIDENT( ST PIUS) 2.00 X X 0 0 0 COLLEN FORAKER VICE PRESIDENT ( ST RAYMOND) 2.00 X X 0 0 0 DEBORAH PAYNE VICE PRESIDENT (DISTRICT C 4.00 2.00 X X 0 0 0 ROSALINDA MADRONA TREASURER (ST VERONICA) 2.00 X X 0 0 0 MARILYNN MARIANO TREASURER (ST TIMOTHY) 2.00 X X 0 0 0 ROB AVESON TREASURER (ST ROBERT) 2.00 X X 0 0 0 MARINA TURNER TREASURER (ST MATTHIAS) 2.00 X X 0 0 0 ROD KIEFUS TREASURER (ST MATTHEW) 2.00 X X 0 0 0 MICHAEL CLEMENTS TREASURER (ST MARK) 2.00 X X 0 0 0 JOHN KWAN TREASURER (ST LUKE) 2.00 X X 0 0 0 MARY MCGILL TREASURER (ST GREGORY) 2.00 X X 0 0 0 ANN WOOLEN TREASURER (ST DUNSTAN) 2.00 X X 0 0 0 NANCY INGRAM TREASURER (ST CATHERINE OF 2.00 X X 0 0 0 RAMON KHU TREASURER (ST BARTHOLOMEW) 2.00 X X 0 0 0 JENNIFER CLEMENTE TREASURER (ST AUGUSTINE) 2.00 X X 0 0 0 AUGUST PIJMA TREASURER (ST ANTHONY) 2.00 X X 0 0 0 BERNADETTE FISHER TREASURER (ST ANDREW) 2.00 X X 0 0 0 KATHY BROWN TREASURER (REDWOOD CITY HO 2.00 X X 0 0 0 HOWARD COOK TREASURER (SAN MATEO AREA 2.00 X X 0 0 0 ROBERTA FLYNN TREASURER (NORTH COUNTY HO 2.00 X X 0 0 0 EVELYN TRASMER TREASURER (OUR LADY OF PER 2.00 X X 0 0 0 EDDIE LYONS TREASURER (OUR LADY OF MT 2.00 X X 0 0 0 THOMAS CRAWFORD TREASURER (OUR LADY OF ANG 2.00 2.00 X X 0 0 0 WENDY AMES TREASURER (NATIVITY) 2.00 X X 0 0 0 BRIAN DUNLEAVY TREASURER (MATER DOLOROSA) 2.00 X X 0 0 0 JEFFREY VOSS TREASURER (IMMACULATE HEAR 2.00 X X 0 0 0 VIRGINIA LAX TREASURER (GOOD SHEPARD) 2.00 X X 0 0 0 TERESA DE ANDA TREASURER (ALL SOULS) 2.00 X X 0 0 0 MARTIN DUDA TREASURER (ST ANTHONY PESC 5.00 2.00 X X 0 0 0 AURORA ARELLANO TREASURER (HOLY ANGELS) 2.00 X X 0 0 0 LUSIE TRADE TREASURER ( OUR LADY OF MERCY) 2.00 X X 0 0 0 SAMUEL LOPEZ TREASURER (OUR LADY OF REFUGEE) 2.00 X X 0 0 0 LLOYD CONSOLACION TREASURER (ST BRUNO) 2.00 X X 0 0 0 KERRY ANDERSON TREASURER ( ST CHARLES) 2.00 X X 0 0 0 MARSHALL MORAN TREASURER ( ST PUIS) 2.00 X X 0 0 0 MARK BRODEUR TREASURER ( ST RAYMOND) 2.00 X X 0 0 0 NANCY CLARKIN SECRETARY (OUR LADY OF THE 2.00 X X 0 0 0 MATT LUCETT SECRETARY (ST MARK) 2.00 X X 0 0 0 JUDY SCANNELL SECRETARY (ST ROBERT) 2.00 X X 0 0 0 KATHRYN CROSS SECRETARY (ST MATTHEW) 2.00 X X 0 0 0 MARY JANE GREGORY SECRETARY (ST TIMOTHY) 2.00 X X 0 0 0 DIANN DELUCCHI SECRETARY (ST ANDREW) 2.00 X X 0 0 0 MARY KAY TANNEBRING SECRETARY( OUR LADY OF ANGELS) 2.00 X X 0 0 0 JESUSA BUSHONG SECRETARY ( OUR LADY OF MERCY) 2.00 X X 0 0 0 DIANE MONGINI SECRETARY (ST BARTHOLOMEW) 2.00 X X 0 0 0 ANDREA CORTEZ SECRETARY (ST BRUNO) 2.00 X X 0 0 0 MARLIN ANG SECRETARY ( ST CATHERINE) 2.00 X X 0 0 0 PEGGY SIMKINS SECRETARY (ST LUKE) 2.00 X X 0 0 0 JOANNE THOMPSON SECRETARY ( ST MATTHIAS) 2.00 X X 0 0 0 DAWN MACK SECRETARY( ST PIUS) 2.00 X X 0 0 0 MONICA SUAREZ SECRETARY (ST AUGUSTI 2.00 X X 0 0 0 JOHN O'SHAUGHNESSY SECRETARY (ST GREGORY 2.00 X X 0 0 0 EDWARD WATSON BOARD MEMBER (DISTRICT COUNCIL) 2.00 X 0 0 0 JAMES LONERGAN EXC DIRECTOR UNTIL 3/25 2.00 40.00 X 0 194289 14503 PATRICK CARBULLIDO CEO START 2/2025 2.00 40.00 X 0 0 0 0 194289 14503 0 0 1 0 0 342825 3180799 2254826 3523624 3523624 0 0 0 80171 80171 3334734 3334734 61390 61390 OTHER EXPENSE 16375 16375 3492670 3492670 0 0 445624 572589 104421 550045 572589 11504 3094 11504 3094 X 538541 569495 538541 569495 550045 572589 30954 0 X X 0 1 X 1 0 X 2501012 1986400 2919379 3290376 3523624 14220791 2501012 1986400 2919379 3290376 3523624 14220791 14220791 2369 474 130 2973 2752 3180 5932 14229696 5176 0.99940 0.99930 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2022 AMOUNT: $ 2,752. REIMBURSEMENT - 2023 AMOUNT: $ 3,180. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X PART X, LINE 2: THE SOCIETY IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE (THE CODE), AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE CODE, AND FROM CALIFORNIA INCOME TAXES UNDER SECTION 23701D OF THE CALIFORNIA REVENUE AND TAXATION CODE. ALTHOUGH THE SOCIETY IS TAX EXEMPT, IT MAY BE LIABLE FOR INCOME TAX ON ANY UNRELATED BUSINESS TAXABLE INCOME (UBTI). THE SOCIETY DOES NOT BELIEVE IT HAS UBTI THAT WOULD RESULT IN AN INCOME TAX LIABILITY. IN ADDITION, THE SOCIETY BELIEVES IT HAS APPROPRIATE SUPPORT FOR ANY INCOME TAX POSITIONS TAKEN TO DATE, INCLUDING THE SUSTAINING OF ITS TAX-EXEMPT STATUS AND POTENTIAL SOURCES OF UBTI; THEREFORE, NO PROVISION FOR FEDERAL OR STATE INCOME TAXES IS PROVIDED IN THE FINANCIAL STATEMENTS FOR YEARS WHERE THE STATUTE OF LIMITATIONS REMAINS OPEN, WHICH IS GENERALLY THREE YEARS FOR FEDERAL FILINGS AND FOUR YEARS FOR CALIFORNIA FILINGS. 1 SOCIETY OF ST VINCENT DE PAUL PARTICULAR COUNCIL OF SAN MATEO INC 50 NORTH B STREET SAN MATEO CA 944013917 941375833 501(C)(3) 80171 0 PROVIDE SAFETY NET FOR PRECARIOUSLY HOUSED AND HOMELESS 1 0 INDIVIDUAL ASSISTANCE 12197 1076958 2257776 DONOR STATE VALUE FOOD ITEMS AND OTHER PART I, LINE 2: THE ORGANIZATION DOES NOT PROVIDE ASSISTANCE TO THE CLIENT. INSTEAD THE ORGANIZATION MAKES PAYMENTS DIRECTLY TO THE VENDORS ON BEHALF OF THE CLIENT. SCHEDULE I, PART III, COLUMN (B) (F) EMERGENCY ASSISTANCE TO 12,863 INDIVIDUALS IN NEED 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. 0 0 0 0 0 0 0 0 0 JAMES LONERGAN EXC DIRECTOR UNTIL 3/25 0 194289 0 0 0 0 0 0 0 14503 0 208792 0 0 X 121528 FMV X 102651 1994262 FMV X OTHER 7002 139036 FMV 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 ST. ROBERT CONFERENCE: CATHY AVESON (PRESIDENT) AND ROB AVESON (TREASURER) ARE HUSBAND AND WIFE. FORM 990, PART VI, SECTION A, LINE 6 3408 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 11B 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 TREASURER, EXECUTIVE DIRECTOR, AND AUDIT COMMITTEE THEN APPROVED BY THE BOARD OF DIRECTORS 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 DOCUMENTS, AND THE CURRECT CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE TO THE PUBIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE ORGANIZATION DID NOT CHANGE ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. SOCIETY OF ST VINCENT DE PAUL PARTICULAR COUNCIL OF SAN MATEO 50 NORTH B STREET SAN MATEO CA 944013917 941375833 PROVIDE SAFETY NET SERVICES CA 501(C)(3) LINE 7 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0