2026-08-17T09:46:39-05:00 2025-09-30 341884125 CBIZ ADVISORS LLC 4722 N 24TH ST STE 300 PHOENIX AZ 85016 990 2024-10-01 860096789 DIOCESAN COUNCIL FOR THE SOCIETY OF ST VINCENT DE PAUL DIOCESE PHOENIX DIOC 6022664483 PO BOX 13600 PHOENIX AZ 850023600 LAUREN GAMMILL CFO 6022616802 2026-08-14 1 1 KRISTEN M BASS P01247587 6022646835 2026-08-14 2024 2025-03-06 01:10:19Z SHANNON CLANCY PO BOX 13600 PHOENIX AZ 85002 115857910 0 X WWW.STVINCENTDEPAUL.NET X 1946 AZ HARNESSING THE POWER OF COMMUNITY AND PARTNERSHIPS TO FEED, CLOTHE, HOUSE, AND HEAL. 23 23 531 15183 0 0 86475612 101207297 3590935 3667525 2485102 2321222 150935 142330 92702584 107338374 253427 301522 0 0 24809237 26409809 149610 214298 6680275 51261700 51778703 76473974 78704332 16228610 28634042 126826300 163774922 6304100 7533990 120522200 156240932 X THE SOCIETY OF ST. VINCENT DE PAUL IS AN INTERNATIONAL NONPROFIT ORGANIZATION DEDICATED TO SERVING THE POOR AND PROVIDING OTHERS WITH THE OPPORTUNITY TO SERVE. THROUGH 80 PARISH CONFERENCES THE PHOENIX DIOCESAN COUNCIL HAS BEEN ASSISTING CENTRAL AND NORTHERN ARIZONA FAMILIES SINCE 1946. PROGRAMS INCLUDE SERVICES FOR THE HOMELESS, MEDICAL AND DENTAL CARE FOR THE WORKING POOR, CHARITY DINING ROOMS, FOOD BOX PROGRAMS, THRIFT STORES, A TRANSITIONAL HOUSING SHELTER AND GENERAL ASSISTANCE FOR INDIVIDUALS AND FAMILIES IN NEED. OUR URBAN FARM PROGRAM GENERATES FRESH FOOD FOR OUR DINING ROOM AND FOOD BOX PROGRAM. 0 0 24128082 2335647 APPROXIMATELY 6,500 MEALS ARE PROVIDED DAILY THROUGH ST. VINCENT DE PAUL'S SIX CHARITY DINING ROOMS AND FOOD BOX PROGRAM. OVER 80 VOLUNTEER-RUN FOOD PANTRIES OPERATE AS A NETWORK TO PROVIDE FOOD BOXES, RENT AND UTILITY BILL ASSISTANCE AND GENERAL SUPPORT FOR INDIVIDUALS AND FAMILIES IN NEED. 22141179 73266 SHELTER PROGRAMS SUPPORT OVER 600 INDIVIDUALS TRANSITIONS FROM HOMELESSNESS TO HOUSING, MANY OF WHOM ARE OLDER ADULTS OR VETERANS WHILE THEY RECEIVE CASE MANAGEMENT AND HELP TO SECURE PERMANENT HOUSING. 10176417 1000694 IN ADDITION TO PROVIDE LOW-COST ITEMS TO THE PUBLIC, ST. VINCENT DE PAUL'S THRIFT STORES PROVIDE ITEMS FREE OF CHARGE TO FAMILIES RECEIVING ASSISTANCE THROUGH ST. VINCENT DE PAUL'S OTHER PROGRAMS. THRIFT STORES ALSO GENERATE FUNDING TO SUPPORT ST. VINCENT DE PAUL'S PROGRAMS TO FEED, CLOTHE, HOUSE AND HEAL PEOPLE IN NEED. 5273480 257918 ST. VINCENT DE PAUL'S VIRGINIA G. PIPER MEDICAL AND DENTAL CLINIC PROVIDES COMPREHENSIVE SERVICES TO PATIENTS WITHOUT INSURANCE. SERVICES INCLUDE OVER 20 MEDICAL SPECIALTIES AND ALL ASPECTS OF ORAL CARE. LAST YEAR, THE CLINIC PROVIDED APPROXIMATELY 17,600 MEDICAL AND DENTAL VISITS, FREE OF CHARGE, FOR UNINSURED PATIENTS. THE CLINIC IS ALSO PARTNERS WITH MEDICAL AND DENTAL SCHOOLS ACROSS ARIZONA TO HOST STUDENTS AND RESIDENT DOCTORS, PROVIDING QUALITY EDUCATION FOR STUDENTS AND COMPASSIONATE CARE FOR PATIENTS. 7187505 301522 17651 VARIOUS OTHER PROGRAMS - MEMBERSHIP SUPPORT FOR APPROXIMATELY 80 PARISH CONFERENCES SERVING THE POOR, VOLUNTEER SERVICES, AND SPECIAL PROJECTS. AN URBAN FARM PROGRAM PRODUCED 26 THOUSAND POUNDS OF FRESH FOOD FOR OUR FEEDING THE HUNGRY PROGRAMS. THE SOCIETY ALSO PROVIDES COLLEGE SCHOLARSHIPS FOR MEMBERS OF FAMILIES THAT WILL BE THE FIRST TO ATTEND COLLEGE THAT ARE IN NEED OF FINANCIAL ASSISTANCE. 12460985 301522 275569 68906663 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 1 1 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 338 0 1 531 1 0 0 0 0 0 0 0 0 0 1 0 0 0 X 23 23 1 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X LAUREN GAMMILL 6022664483 420 W WATKINS RD PHOENIX AZ 85003 SHIRLEY SMALLEY PRESIDENT 10.00 X X 0 0 0 MARY ANN HUNTER 1ST VICE PRESIDENT 22.00 X X 0 0 0 PATRICK ARENDT 2ND VP, DISTRICT 12 PRESIDENT 4.00 X X 0 0 0 ALLYN GEINOSKY 3RD VICE PRESIDENT 20.00 X X 0 0 0 CLAIRE WAGNER SECRETARY 4.00 X X 0 0 0 KELLY MORTENSEN TREASURER 4.00 X X 0 0 0 JOSEPH RILEY SPIRITUAL ADVISOR 25.00 X X 0 0 0 STACY HOLLYWOOD-COTRONEO BOARD MEMBER 15.00 X 0 0 0 JAMES GREEN BOARD MEMBER 2.00 X 0 0 0 PATRICK LUCUS BOARD MEMBER 12.00 X 0 0 0 JEANETTE SCHMIDT BOARD MEMBER 2.00 X 0 0 0 STEPHEN ZABILSKI BOARD MEMBER 2.00 X 0 0 0 SCOTT WATSON DISTRICT 1 PRESIDENT 2.00 X 0 0 0 BERNADINE HUBBERT DISTRICT 2 PRESIDENT 2.00 X 0 0 0 JOHN WERNET DISTRICT 3 PRESIDENT 10.00 X 0 0 0 MICHAEL SUTTER DISTRICT 4 PRESIDENT 2.00 X 0 0 0 SHARON SAMMARTINO DISTRICT 5 PRESIDENT 6.00 X 0 0 0 LORI SELLERS DISTRICT 6 PRESIDENT 2.00 X 0 0 0 LUCY LOPEZ DISTRICT 7 PRESIDENT 2.00 X 0 0 0 PHILIP BROCKER DISTRICT 8 PRESIDENT 2.00 X 0 0 0 MICHAEL ANDERSON DISTRICT 9 PRESIDENT 2.00 X 0 0 0 KRITINA MOHR DISTRICT 10 PRESIDENT 2.00 X 0 0 0 JEAN RENN DISTRICT 11 PRESIDENT 2.00 X 0 0 0 LAUREN GAMMILL CFO 40.00 X 151632 0 8979 SHANNON CLANCY CEO 40.00 X 146754 0 24111 MARCUS ANDERSON CFO (LEFT 10/24) 40.00 X 141865 0 19105 RYAN CORRY CHIEF PHILANTHROPY OFFICER 40.00 X 192886 0 35732 CANDELARIO DE LEON CHIEF MISSION ENGAGEMENT OFFICER 40.00 X 191534 0 36716 SCOTT MYERS CLINICAL DENTAL DIRECTOR 40.00 X 189327 0 28121 PATRICK DONALDSON CHIEF OF STAFF 40.00 X 152183 0 10714 JESSICA BERG CHIEF PROGRAM OFFICER 40.00 X 145856 0 29929 MARY CHOU-THOMPSON CHIEF MARKETING OFFICER 40.00 X 138944 0 37760 1450981 0 231167 23 0 1 0 THE MARKET BUILDER PO BOX 22122 MESA AZ 85277 MARKETING 588234 FABIUS 600 W VAN BUREN ST PHOENIX AZ 85003 ACCOMODATIONS 544727 ADAPTIVE SENTRY AND CONSULTING 5415 E BECK LN SCOTTSDALE AZ 85254 SECURITY 534860 JR HEALTHCARE CONSULTANTS 420 W WATKINS RD PHOENIX AZ 85003 MEDICAL PROFESSIONAL 191152 ULTIMATE K9 DETECTION SERVICES 1524 W HATCHER RD PHOENIX AZ 85021 SECURITY 171457 11 78750 11876634 89251913 15571721 101207297 FEED 624210 2335647 2335647 CLOTHE 458000 1000694 1000694 HEAL 621400 257918 257918 HOUSE 624200 73266 73266 3667525 1843136 1843136 54992 0 54992 54992 54992 3086629 527885 2985920 150508 100709 377377 478086 478086 5383108 5383108 0 MISCELLANEOUS 624100 87338 17651 69687 87338 107338374 3685176 0 2445901 239562 239562 61960 61960 560094 447549 41482 71063 20561167 16309038 1615486 2636643 519798 427527 29142 63129 3170411 2605778 179161 385472 1598339 1313143 90738 194458 49343 49343 338208 338208 214298 214298 50913 50913 2587049 1478098 350843 758108 1004221 86170 1311 916740 1209092 1138513 19829 50750 1245753 980173 119654 145926 1642842 1544330 69751 28761 842712 839469 1955 1288 602941 592941 10000 2189724 2013730 8367 167627 680089 639308 28875 11906 IN-KIND EXPENSES 14697118 14605691 1356 90071 CONFERENCE AND DISTRICT 12280313 12207892 72421 CLIENT COSTS 9341752 9339494 1736 522 REPAIRS & MAINTENANCE 1441316 1394403 36823 10090 1575317 641894 933423 78704332 68906663 3117394 6680275 8755211 13956353 855062 6934003 7307766 20425584 315177 595070 473089 0 1463689 1576032 520226 629561 63185477 19082362 44464647 44103115 62368682 73153534 302751 2401670 126826300 163774922 4575331 3597282 1728769 3936708 6304100 7533990 X 43341111 52970079 77181089 103270853 120522200 156240932 126826300 163774922 X 28634042 6482284 602406 X 0 1 X 1 1 1 X 62669444 59707291 72005249 86475612 101207297 382064893 62669444 59707291 72005249 86475612 101207297 382064893 382064893 612794 1571100 3012070 2524495 1898128 9618587 372469 1166958 85794 65881 69687 1760789 393444269 31674410 0.97110 0.96820 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 372,469. 2021 AMOUNT: $ 1,166,958. 2022 AMOUNT: $ 85,794. 2023 AMOUNT: $ 65,881. 2024 AMOUNT: $ 69,687. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 49371773 3261871 6497455 1061496 58069603 37586321 3659801 8716759 591108 49371773 29982005 2516079 5769967 681730 37586321 27015659 8267250 -5300904 29982005 14550886 6998750 5466023 27015659 0.24000 0.76000 0 0 7626595 7626595 44400875 13103573 31297302 299854 172676 127178 7155552 4417557 2737995 3702601 1388556 2314045 44103115 CHARITABLE GIFT ANNUITIES 1632064 RIGHT OF USE LIABILITIES 2304644 3936708 X 103888628 6482284 2712455 602406 9797145 94091483 50913 13195978 13246891 107338374 69085561 2712455 2712455 66373106 50913 12280313 12331226 78704332 PART V, LINE 4: ENDOWMENT EARNINGS ARE USED TO SUPPORT PROGRAM OPERATIONS. PART X, LINE 2: THE COUNCIL IS A NONPROFIT CHARITABLE ORGANIZATION AND QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND, ACCORDINGLY, NO PROVISION FOR FEDERAL OR STATE CORPORATE INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE COUNCIL QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170 OF THE INTERNAL REVENUE CODE AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A). INCOME DETERMINED TO BE UNRELATED BUSINESS TAXABLE INCOME WOULD BE TAXABLE. OZ II, LLC IS A DISREGARDED ENTITY FOR TAX PURPOSES. THE COUNCIL EVALUATES ITS UNCERTAIN TAX POSITIONS, IF ANY, ON A CONTINUAL BASIS THROUGH REVIEW OF ITS POLICIES AND PROCEDURES, REVIEW OF ITS REGULAR TAX FILING, AND DISCUSSIONS WITH OUTSIDE EXPERTS. AT SEPTEMBER 30, 2025 MANAGEMENT BELIEVES THE COUNCIL DID NOT HAVE ANY UNCERTAIN TAX POSITIONS. THE COUNCIL'S FEDERAL RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) FOR 2022, 2023 AND 2024 ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF BENEFICIAL INTEREST 602,406. PART XI, LINE 4B - OTHER ADJUSTMENTS: CONFERENCE REVENUE NOT INCLUDED IN AUDITED FINANCIAL STATEMENTS 12,818,601. GAIN (LOSS) ON SALE OF PROPERTY AND EQUIPMENT SEPARATELY STATED IN THE AUDIT 377,377. PART XII, LINE 4B - OTHER ADJUSTMENTS: CONFERENCE EXPENSE NOT INCLUDED IN AUDITED FINANCIAL STATEMENTS 12,280,313. 0 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 PROGRAM SERVICES GRANT TO ASSIST WITH OPERATIONS 61960 0 0 0 0 0 0 61960 0 61960 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES OPERATIONS 61960 WIRE TRANSFER 0 FMV 1 0 0 0 0 0 0 SCHEDULE F, PARTS I AND II THE ORGANIZATION CLOSELY MONITORS THE ACTIVITIES OF THE CHURCH THAT IS BEING SUPPORTED. X X X X X X 1 AMERICAN PHILANTHROPIC LLC 119 N HIGH ST WEST CHESTER PA 19380 CONSULTING & DIRECT RESPONSES SERVICES 0 0 214298 -214298 214298 -214298 1 SCHOLARSHIP ASSISTANCE 58 239562 SCHEDULE I, PART 1, LINE 2 THE SOCIETY PROVIDES COLLEGE SCHOLARSHIPS FOR MEMBERS OF FAMILIES THAT WILL BE THE FIRST TO ATTEND COLLEGE THAT ARE IN NEED OF FINANCIAL ASSISTANCE. EACH STUDENT IS ASSIGNED A MENTOR TO ADVISE AND MONITOR THE PROGRESS OF THE STUDENT. X X 0 0 0 0 0 0 0 1 0 RYAN CORRY CHIEF PHILANTHROPY OFFICER 191536 0 1350 0 0 0 6500 0 29232 0 228618 0 0 0 CANDELARIO DE LEON CHIEF MISSION ENGAGEMENT OFFICER 190165 0 1369 0 0 0 6000 0 30716 0 228250 0 0 0 SCOTT MYERS CLINICAL DENTAL DIRECTOR 188291 0 1036 0 0 0 1640 0 26481 0 217448 0 0 0 MARY CHOU-THOMPSON CHIEF MARKETING OFFICER 137481 0 1463 0 0 0 7408 0 30352 0 176704 0 0 0 JESSICA BERG CHIEF PROGRAM OFFICER 144393 0 1463 0 0 0 3767 0 26162 0 175785 0 0 0 SHANNON CLANCY CEO 146754 0 0 0 0 0 7534 0 16577 0 170865 0 0 0 PATRICK DONALDSON CHIEF OF STAFF 150720 0 1463 0 0 0 7534 0 3180 0 162897 0 0 0 MARCUS ANDERSON CFO (LEFT 10/24) 141865 0 0 0 0 0 5847 0 13258 0 160970 0 0 0 LAUREN GAMMILL CFO 150147 0 1485 0 0 0 7213 0 1766 0 160611 0 0 0 PART I, LINE 7 THE ORGANIZATION PROVIDES NON-FIXED PAYMENTS TO EMPLOYEES WHO MEET ORGANIZATIONAL GOALS AND WITH THE APPROVAL OF THE BOARD OF DIRECTORS. X 4964785 THRIFT STORE VALUE X 69 84120 PUBLIC AUCTION X 22 695767 FMV X 10469 9129991 MARKET BASKET X 448 697058 FMV 0 0 1 1 PART I, LINE 32B: DONATED VEHICLES ARE SOLD VIA THIRD PARTY AT PUBLIC AUCTION. FORM 990, PART VI, SECTION A, LINE 2 LAUREN GAMMILL, CFO AND PATRICK ARENDT, BOARD MEMBER, HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 6 MEMBERSHIP IS APPROXIMATELY 3000. FORM 990, PART VI, SECTION A, LINE 7A CONFERENCES HAVE MEMBERS WHO ELECT THEIR CONFERENCE AND DISTRICT PRESIDENTS. DISTRICT PRESIDENTS ARE MEMBERS OF THE BOARD OF DIRECTORS. CONFERENCES VOTE TO ELECT THE COUNCIL PRESIDENT. FORM 990, PART VI, SECTION A, LINE 7B THE MEMBERSHIP APPROVES THE ANNUAL BUDGET, CHANGES TO BY-LAWS AND ARTICLES OF INCORPORATION. MEMBERSHIP ALSO APPROVES ANY BUDGETED EXEPNDITURES OF $2 MILLION OR MORE. FORM 990, PART VI, SECTION B, LINE 11B DRAFT COPY OF THE FORM 990 IS PROVIDED TO ALL BOARD MEMBERS FOR REVIEW AND COMMENT PRIOR TO SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS AND KEY EMPLOYEES ARE PROVIDED THE CONFLICT OF INTEREST POLICY AND REQUIRED TO COMPLETE AN ANNUAL QUESTIONNAIRE. ANY CONFLICTS ARE REVIEWED AND REPORTED TO THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 APPROPRIATE SALARY SURVEY INFORMATION IS USED AS A BASIS FOR SETTING THE CEO SALARY. SALARY IS APPROVED BY THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 ORGANIZATIONAL DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC ON THE WEBSITE, PAPER COPIES UPON REQUEST, AND OTHER WEBSITES SUCH AS GUIDESTAR. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST TRUST 602,406. OZ II LLC PO BOX 13600 PHOENIX AZ 850023600 REAL ESTATE AZ 0 18579368 DIOCESAN COUNCIL FOR THE SOCIETY OF ST VINCENT DE PAUL DIOCESE PHOENIX