2024-08-15T13:37:30-05:00 2023-09-30 273858252 DEAN DORTON ALLEN FORD PLLC 435 N WHITTINGTON PKWY STE 400 LOUISVILLE KY 40222 990 2022-10-01 610727110 SOCIETY OF ST VINCENT DE PAUL COUNCIL OF LOUISVILLE INC SOCI 5025842480 PO BOX 17126 LOUISVILLE KY 402170126 MICHAEL SPURLOCK CHIEF FINANCIAL OFFICER 5025842480 2024-08-14 1 0 AMELIA SEBASTIAN P01251828 5025896050 2022 2024-08-08 14:25:15Z ST VINCENT DE PAUL LOUISVILLE MICHAEL SPURLOCK PO BOX 17126 LOUISVILLE KY 402170126 11061152 0 X WWW.SVDPLOU.ORG X 1983 KY WE HOUSE, FEED, AND SUPPORT THOSE IN NEED WITH COMPASSION AND DIGNITY. 24 24 154 5093 0 0 6424106 7289888 1858578 1594453 275149 637783 200621 350949 8758454 9873073 79102 121230 0 0 4461931 4381365 0 0 386408 3546784 4370839 8087817 8873434 670637 999639 10423731 13741490 466170 2411942 9957561 11329548 X SEE SCHEDULE 0 0 1187066 0 0 OZANAM INN - SEE SCHEDULE O 2619210 111780 222656 SUPPORTIVE HOUSING PROGRAMS - SEE SCHEDULE O. 1063225 0 1371797 ST. VINCENT DE PAUL THRIFT STORES - SEE SCHEDULE O. 2843130 9450 108342 OPEN HAND KITCHEN -ST. VINCENT DE PAUL LOUISVILLE OPERATES A COMMUNITY KITCHEN THATPROVIDES NOURISHING MEALS FOR LUNCH AND DINNER AT NO CHARGE TO ANYONE IN NEED. THE OPEN HAND KITCHEN RELIES ON GENEROUS DONORS FOR FOOD AND ON VOLUNTEERS TO SERVE MEALS. AN AVERAGE OF OVER 10,115 MEALS WERE SERVED EVERY MONTH, 121,382 TOTAL DURING THE FISCAL YEAR ENDING SEPTEMBER 30, 2023.FOOD PANTRY -ST. VINCENT DE PAUL LOUISVILLE OPERATES A FOOD PANTRY THAT SERVES OUR CLIENTS AND RESIDENTS IN THE SURROUNDING ZIP CODE TWICE A WEEK. OUR VOLUNTEERS RUN A FOOD BANK THAT ALLOWS PEOPLE TO GET GROCERIES AT NO CHARGE. IN 2023, OUR FOOD PANTRY SERVED AN AVERAGE OF 605 HOUSEHOLDS EACH MONTH, 7,263 TOTAL. THIS HELPED PREVENT FOOD INSECURITY AMONG THE ELDERLY AND FAMILIES WITH YOUNG CHILDREN. THE FAMILY SUCCESS CENTER -OPERATED BY ST. VINCENT DE PAUL LOUISVILLE, THE FAMILY SUCCESS CENTER PROVIDES YEAR-ROUND EDUCATIONAL AND SOCIAL DEVELOPMENT OPPORTUNITIES FOR AT-RISK CHILDREN WHO LIVE ON OUR CAMPUS AND IN THE SURROUNDING SMOKETOWN AND SHELBY PARK NEIGHBORHOODS. IN 2023, 25 CHILDREN REGISTERED FOR AFTER SCHOOL PROGRAMMING. OF THOSE, 85% MAINTAINED OR IMPROVED THEIR GRADES. THE 2023 SUMMER PROGRAM SERVED 26 CHILDREN. 2843130 9450 108342 7712631 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 1 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 1 126 0 1 154 1 0 0 0 0 0 1 1 1 39 0 0 1 0 0 0 X 24 24 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 KY X X MICHAEL J SPURLOCK CFO ST VINCENT DE PAUL LOUISVILLE 5025842480 PO BOX 17126 LOUISVILLE KY 402170126 DAVID NEILL COUNCIL PRESIDENT 3.00 1.00 X 0 0 0 JAMES U SMITH CHAIR 1.00 1.00 X 0 0 0 JEANNIE DONOVAN VICE CHAIR 1.00 1.00 X 0 0 0 JOHN HANKS TREASURER 2.00 1.00 X 0 0 0 DICK SCHERRER SECRETARY 1.00 1.00 X 0 0 0 G CAMPBELL BARNUM DIRECTOR 2.00 1.00 X 0 0 0 LARRY BLANDFORD DIRECTOR 1.00 1.00 X 0 0 0 AMY CORBETT DIRECTOR 1.00 1.00 X 0 0 0 J GREGORY CORNETT DIRECTOR 1.00 1.00 X 0 0 0 THE REV BERNARD CRAYTON DIRECTOR 1.00 1.00 X 0 0 0 DAVID DUTSCHKE DIRECTOR 1.00 1.00 X 0 0 0 BRUCE FERGUSON DIRECTOR 1.00 1.00 X 0 0 0 SARAH FRIEDMAN DIRECTOR 1.00 1.00 X 0 0 0 TONDA HELTON DDS DIRECTOR 1.00 1.00 X 0 0 0 CARLEEN HERDE DIRECTOR 3.00 1.00 X 0 0 0 JOHN HIGGINS DIRECTOR 1.00 1.00 X 0 0 0 FREDERICK MOORE III DIRECTOR 1.00 1.00 X 0 0 0 JOHN POOLE DIRECTOR 1.00 1.00 X 0 0 0 YOLANDA PRITCHARD DIRECTOR 1.00 1.00 X 0 0 0 JERRI QUILLMAN DIRECTOR 1.00 1.00 X 0 0 0 DONNA RUSSELL DIRECTOR 1.00 1.00 X 0 0 0 DAVID SCHULER DIRECTOR 1.00 1.00 X 0 0 0 TYLER WARD DIRECTOR 1.00 1.00 X 0 0 0 JIM WILLIAMS DIRECTOR 1.00 1.00 X 0 0 0 DAVID P CALZI EXECUTIVE DIRECTOR/CEO 40.00 1.00 X 80769 0 0 80769 0 0 0 0 0 0 0 3730926 3558962 848259 7289888 STORE SALES 459900 1371797 1371797 INDIVIDUAL RESIDENT FEES 624100 222656 222656 1594453 62945 62945 1054096 650019 1084042 45235 -29946 604784 574838 574838 301409 58802 242607 242607 MISCELLANEOUS INCOME 900099 108342 108342 108342 9873073 1702795 0 880390 121230 121230 80769 40385 32308 8076 3629461 3080961 366495 182005 385444 327105 44540 13799 285691 232107 40434 13150 32208 27084 2928 2196 15321 15321 269054 171650 81853 15551 33359 2136 31223 126701 46715 3408 76578 11717 3846 7574 297 2277191 2213642 60530 3019 119948 103693 10609 5646 19068 1735 17333 225477 207301 17829 347 64355 35800 28064 491 SUPPLIES 675108 629797 12384 32927 FOOD 260490 260072 0 418 EQUIPMENT RENTAL 88743 88775 -1863 1831 REIMBURSED EXPENSES 83016 83016 0 0 69083 35581 34648 -1146 8873434 7712631 774395 386408 377969 776786 577110 528585 1741137 2099615 200286 212095 104274 139352 9222707 6196367 3081755 3026340 1987146 2273217 19151 19151 2334903 4666349 10423731 13741490 454594 523365 0 47563 11576 1841014 466170 2411942 X 6687699 6897604 3269862 4431944 9957561 11329548 10423731 13741490 X 999639 237525 134823 X 0 1 X 1 1 1 X 4391265 4615915 5852258 6424106 7289888 28573432 4391265 4615915 5852258 6424106 7289888 28573432 116238 28457194 92022 60837 53590 59980 62945 329374 14794 15164 86294 88458 108342 313052 29215858 0.97400 0.96760 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1010324 1010324 6468942 4651004 1817938 1460645 1369843 90802 282796 175520 107276 3026340 BENEFICIAL INTEREST IN THIRD-PARTY TRUSTS 3180478 INVESTMENT IN ST. VINCENT DE PAUL HOMES, LLLP 100 RIGHT-OF-USE ASSETS - OPERATING LEASE 1485771 4666349 LINE OF CREDIT 288782 OPERATING LEASE LIABILITIES 1540775 SECURITY DEPOSITS 11457 1841014 GOLF SCRAMBLE 228315 228315 600 13538 22206 6283 ROSES AND ROSE 73094 73094 4470 8996 2709 301409 301409 600 18008 31202 8992 58802 242607 1 FINANCIAL AID TO CLIENTS FOR LIVING EXPENSES 357 86364 34866 FAIR MARKET VALUE FURNITURE/HOME GOODS PART I, LINE 2: PROCEDURE FOR MONITORING IS TO ANNUALLY REVIEW, PER HUD EXHIBITS 13-1 THRU 13-12, GRANTEES' FINANCIAL DOCUMENTATION OF GRANT ELIGIBILITY TO ENSURE EACH GRANTEE IS FOLLOWING HUD GUIDELINES VERIFYING CLIENTS ARE FOLLOWING GOALS SET IN THE GRANT. FINANCIAL DOCUMENTATION IS REVIEWED MONTHLY TO ENSURE ELIGIBLE CHARGES BEFORE FUNDS ARE REQUESTED FROM HUD. X 84 79749 RESALE VALUE X 36 89538 FMV DATE OF RECEIPT X 246 226979 REPLACEMENT COST X MATTRESSES 250 451993 FMV DATE OF RECEIPT 40 0 1 1 PART I, LINE 32B: ST. VINCENT DE PAUL LOUISVILLE USES AN AUTO AUCTION COMPANY TO SELL VEHICLES THAT HAVE BEEN DONATED. FORM 990, PART III, LINE 1 WE FULFILL OUR MISSION BY HOUSING, FEEDING, AND SUPPORTING THOSE IN NEED WITH COMPASSION AND DIGNITY. THIS IS DONE THROUGH COMMUNITY AND CLIENT FOCUSED PROGRAMS AND SERVICES. WE HELP PEOPLE IN CRISIS FIND SAFETY AND MEET THEIR BASIC NEEDS THROUGH OUR OZANAM INN MEN'S HOMELESS SHELTER, FOOD PANTRY, OPEN HAND KITCHEN, AND SUPPORTIVE HOUSING PROGRAMS. ALL OF OUR HOUSING ASSISTANCE RESIDENTS RECEIVE CASE MANAGEMENT, AS DO CLIENTS AT OZANAM INN. CASE MANAGEMENT IS THE CATALYST THROUGH WHICH ST. VINCENT DE PAUL LOUISVILLE AFFECTS PEOPLE'S LIVES LONG-TERM AND HELPS THEM ACHIEVE SELF-SUFFICIENCY. FORM 990, PART III, LINE 4A OZANAM INN MEN'S HOMELESS SHELTER ON THE CAMPUS OF ST. VINCENT DE PAUL LOUISVILLE, OZANAM INN MEN'S HOMELESS SHELTER IS A CRITICAL RESOURCE PROVIDING OVER 18,250 BED NIGHTS A YEAR. IN SEPTEMBER 2022, OZANAM INN BECAME THE ONLY 24/7 SHELTER IN LOUISVILLE. THE SHELTER OFFERS PROFESSIONAL CASE MANAGEMENT TO HOMELESS MEN TO HELP ACCESS COMPREHENSIVE SERVICES IN MOVING TOWARDS INDEPENDENCE. IN 2023, WE SERVED 229 MEN AND 52 MEN EXITED TO STABLE HOUSING. FORM 990, PART III, LINE 4B SUPPORTIVE HOUSING PROGRAMS - ST. VINCENT DE PAUL LOUISVILLE PROVIDES HOUSING SUPPORT TO FORMERLY HOMELESS FAMILIES AND ADULTS. IN 2023, ST. VINCENT DE PAUL LOUISVILLE SERVED MORE THAN 977 PEOPLE TO MAINTAIN SAFE AND STABLE HOUSING THROUGH FINANCIAL ASSISTANCE AND CASE MANAGEMENT. 279 OF THOSE PEOPLE WERE CHILDREN. WE ASSIST PEOPLE TO INCREASE THEIR INCOME, STABILIZE THEIR PHYSICAL AND MENTAL HEALTH, AND MEET OTHER GOALS THEY IDENTIFY AS CRITICAL TO THEIR HOUSING STABILITY. FORM 990, PART III, LINE 4C ST. VINCENT DE PAUL THRIFT STORES - ST. VINCENT DE PAUL LOUISVILLE OPERATES TWO THRIFT STORES THAT SELL DONATED GENTLY-USED CLOTHING AND HOUSEHOLD ITEMS TO INDIVIDUALS AT AFFORDABLE PRICES. ALL NET PROFITS HELP FUND OUR PROGRAMS AND SERVICES FOR THOSE IN NEED. EFFECTIVE FOR THE 2022 FISCAL YEAR, ITEMS DONATED FOR RE-SALE AT THRIFT STORES ARE RECORDED AS CONTRIBUTIONS REVENUE AND ARE INCLUDED IN INVENTORY AT THEIR ESTIMATED SALES VALUE. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS COMPLETED BY AN INDEPENDENT CPA FIRM AND IS REVIEWED BY THE EXECUTIVE DIRECTOR/CEO AND THE CFO. ALL BOARD MEMBERS AND THE FINANCE COMMITTEE MEMBERS ARE GIVEN A COPY OF FORM 990 TO REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, MEMBERS OF THE BOARD OF DIRECTORS SIGN CONFLICT OF INTEREST STATEMENTS. THESE STATEMENTS ARE REVIEWED AND IDENTIFIED CONFLICTS ARE ADDRESSED WITH APPROPRIATE ACTION AND RESOLUTION. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE EXECUTIVE DIRECTOR/CEO IS SET DURING ANNUAL REVIEW AND APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. COMPENSATION IS BASED ON PERFORMANCE AGAINST PRESET GOALS, EXPERIENCE, EDUCATION AND COMPARABLE SALARIES FOR ORGANIZATIONS OF SIMILAR SIZE AND FUNCTION. FOR 2023, THE COMPENSATION PACKAGE WAS REDUCED AS AN INVESTMENT IN THE LONG-TERM SUCCESS OF ST. VINCENT DE PAUL LOUISVILLE, INC. FORM 990, PART VI, SECTION C, LINE 19 THESE DOCUMENTS, POLICY AND STATEMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST IN THIRD-PARTY TRUSTS 134,823. ST VINCENT GP LLC PO BOX 17126 LOUISVILLE KY 402170126 610727110 GENERAL PARTNER OF ST. VINCENT DE PAUL HOMES, LLLP KY 0 3606895 SOCIETY OF ST VINCENT DE PAUL COUNCIL OF LOUISVILLE INC DE PAUL STORES INC PO BOX 17126 LOUISVILLE KY 402170126 611024020 INACTIVE KY 0 0 SOCIETY OF ST VINCENT DE PAUL COUNCIL OF LOUISVILLE INC TRANQUIL HOUSE INC PO BOX 17126 LOUISVILLE KY 402170126 611187512 PROVIDES HOUSING TO MENTALLY ILL MEN AND WOMEN FOR INDEPENDENT LIVING KY 501(C)(3) 509(A)(2) SOCIETY OF ST VINCENT DE PAUL COUNCIL OF LOUISVILLE INC 1 ST VINCENT DE PAUL HOMES LLLP PO BOX 17126 LOUISVILLE KY 402170126 263888405 PROVIDES HOUSING FOR LOW INCOME FAMILIES KY SOCIETY OF ST VINCENT DE PAUL COUNCIL OF LOUISVILLE INC RELATED -24 719 1 1 0.00010 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 TRANQUIL HOUSE INC S 62432 CASH BASIS ST VINCENT DE PAUL HOMES LLLP R 56973 CASH BASIS