2025-08-14T14:17:25-05:00 2024-09-30 341884125 CBIZ ADVISORS LLC 4722 N 24TH ST STE 300 PHOENIX AZ 85016 990 2023-10-01 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 2025-08-14 1 1 AMY A O'LOUGHLIN P00869687 6022646835 2025-08-14 2023 2025-03-06 01:10:19Z SHANNON CLANCY PO BOX 13600 PHOENIX AZ 85002 99476093 0 X WWW.STVINCENTDEPAUL.NET X 1946 AZ HARNESSING THE POWER OF COMMUNITY AND PARTNERSHIPS TO FEED, CLOTHE, HOUSE, AND HEAL. 24 22 543 13762 0 0 72005249 86475612 1624920 3590935 3003581 2485102 146884 150935 76780634 92702584 207405 253427 0 0 22946812 24809237 168335 149610 6874159 48312761 51261700 71635313 76473974 5145321 16228610 99891443 126826300 5616762 6304100 94274681 120522200 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 81 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 25083267 2632499 MORE THAN 7,500 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. 10767879 626199 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. 5162291 297494 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 23,500 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. 21687303 253427 63310 VARIOUS OTHER PROGRAMS- SHELTER PROGRAMS SUPPORT OVER 200 INDIVIDUALS TRANSITION FROM HOMELESSNESS TO HOUSING, MANY OF WHOM ARE OLDER ADULTS OR VETERANS WHILE THEY RECEIVE CASE MANAGEMENT AND HELP TO SECURE PERMANENT HOUSING. THERE IS ALSO MEMBERSHIP SUPPORT FOR APPROXIMATELY 80 PARISH CONFERENCES SERVING THE POOR, VOLUNTEER SERVICES, AND SPECIAL PROJECTS. AN URBAN FARM PROGRAM PRODUCED 48 THOUSAND POUNDS OF FRESH FOOD FOR OUR FEEDING THE HUNGRY PROGRAMS. 21687303 253427 63310 62700740 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 1 245 0 1 543 1 0 0 0 0 0 0 0 0 0 1 0 0 0 X 24 22 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 STEPHEN ZABILSKI CEO LEFT 1223 BOARD MEMBER 40.00 X X 41242 0 6441 LAUREN GAMMILL CFO START 923 TREASURER 40.00 X X 42729 0 149 JAMES GREEN BOARD MEMBER 2.00 X 0 0 0 JOHN WERNET DISTRICT PRESIDENT 2.00 X 0 0 0 JOSEPH RILEY BOARD MEMBER 2.00 X 0 0 0 KRITINA MOHR DISTRICT PRESIDENT 2.00 X 0 0 0 LORI SELLERS DISTRICT PRESIDENT 2.00 X 0 0 0 LUCY LOPEZ DISTRICT PRESIDENT 2.00 X 0 0 0 PATRICK ARENDT VICE PRESIDENT DISTRICT PRESIDENT 2.00 X 0 0 0 PHILIP BROCKER DISTRICT PRESIDENT 2.00 X 0 0 0 SCOTT WATSON DISTRICT PRESIDENT 2.00 X 0 0 0 SHARON SAMMARTINO BOARD MEMBER 2.00 X 0 0 0 STACY COTRONEO BOARD MEMBER 2.00 X X 0 0 0 MICHAEL ANDERSON DISTRICT PRESIDENT 2.00 X 0 0 0 ALLYN GEINOSKY 3RD VICE PRESIDENT 2.00 X X 0 0 0 BERNADINE HUBBERT DISTRICT PRESIDENT 2.00 X 0 0 0 MARY ANN HUNTER 1ST VICE PRESIDENT 2.00 X X 0 0 0 PATRICK LUCUS BOARD MEMBER 2.00 X 0 0 0 KELLY MORTENSEN TREASURER 2.00 X X 0 0 0 JEAN RENN DISTRICT PRESIDENT 2.00 X 0 0 0 JEANETTE SCHMIDT BOARD MEMBER 2.00 X 0 0 0 SHIRLEY SMALLEY PRESIDENT BOARD MEMBER 2.00 X X 0 0 0 MICHAEL SUTTER DISTRICT PRESIDENT 2.00 X 0 0 0 CLAIRE WAGNER SECRETARY 2.00 X X 0 0 0 MARCUS ANDERSON CFO (LEFT 10/24) 40.00 X 156466 0 25877 SHANNON CLANCY CEO 40.00 X 159476 0 23656 RYAN CORRY CHIEF PHILANTHROPY OFFICER 40.00 X 191641 0 33634 JESSICA BERG CHIEF PROGRAM OFFICER 40.00 X 144497 0 27959 MARY CHOU THOMPSON CHIEF MARKETING OFFICER 40.00 X 118883 0 34046 PATRICK DONALDSON CHIEF OF STAFF 40.00 X 150371 0 10639 BETZANAHY LEYVA STAFF DENTIST 40.00 X 147677 0 18575 SCOTT MYERS CLINICAL DENTAL DIRECTOR 40.00 X 186531 0 28654 1339513 0 209630 19 0 1 0 ADAPTIVE SENTRY AND CONSULTING 5415 E BECK LN SCOTTSDALE AZ 85254 SECURITY 589340 VEHRWEBB STUDIOS ARCHITECTS 5101 E MONTEREY WAY PHOENIX AZ 85018 ARCHITECTS 210953 JR HEALTHCARE CONSULTANTS 6350 ESCONDIDO DR STE D-22 EL PASO TX 79912 INSURANCE CONSULTANTS 191152 WIPFLI 7975 HAYDEN RD STE C-340 SCOTTSDALE AZ 85258 SOFTWARE 175963 ULTIMATE K9 DETECTION SERVICES 1524 W HATCHER RD PHOENIX AZ 85021 SECURITY 147057 20 190000 22954304 63331308 18379690 86475612 FEED 624210 2632499 2632499 CLOTHE 458000 626199 626199 HEAL 621400 297494 297494 HOUSE 624200 34743 34743 3590935 2468008 2468008 56487 0 56487 56487 56487 1492502 48000 1446923 76485 45579 -28485 17094 17094 5250101 5250101 0 MISCELLANEOUS 624100 94448 28567 65881 94448 92702584 3619502 0 2607470 217818 217818 35609 35609 731396 537911 92858 100627 19019386 13966938 2416450 2635998 561879 417311 70996 73572 3013885 2238428 380820 394637 1482691 1101202 187346 194143 88821 88821 89284 89284 149610 149610 44841 44841 3145210 1882714 377843 884653 1079902 1079902 1557430 1401877 82488 73065 1413123 234683 1030667 147773 1618255 1537631 54134 26490 796863 775443 12227 9193 1419119 1082044 167873 169202 230336 218861 7705 3770 IN-KIND EXPENSES 17867643 17694152 155132 18359 CONFERENCE AND DISTRICT 9584155 8063594 1520561 CLIENT COSTS 9583691 9575006 8418 267 REPAIRS & MAINTENANCE 1400507 1343664 35966 20877 1342520 375854 74645 892021 76473974 62700740 6899075 6874159 4203824 8755211 748398 855062 13006543 7307766 362146 315177 496251 473089 1430103 1463689 470010 520226 61745672 17281025 27804326 44464647 50752664 62368682 617178 302751 99891443 126826300 3416377 4575331 2200385 1728769 5616762 6304100 X 42664943 43341111 51609738 77181089 94274681 120522200 99891443 126826300 X 16228610 7829442 560683 1628784 X 0 1 X 1 1 1 X 52749496 62669444 59707291 72005249 86475612 333607092 52749496 62669444 59707291 72005249 86475612 333607092 333607092 1427323 612794 1571100 3012070 2524495 9147782 103132 372469 1166958 85794 65881 1794234 344549108 34751823 0.96820 0.96830 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2019 AMOUNT: $ 103,132. 2020 AMOUNT: $ 372,469. 2021 AMOUNT: $ 1,166,958. 2022 AMOUNT: $ 85,794. 2023 AMOUNT: $ 65,881. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 37586321 3659801 8716759 591108 49371773 29982005 2516079 5769967 681730 37586321 27015659 8267250 -5300904 29982005 14550886 6998750 5466023 27015659 14763378 335172 -266552 281112 14550886 0.24828 0.75172 0 0 6948940 6948940 41123429 9531861 31591568 260578 187744 72834 6985415 3832043 3153372 6427310 3729377 2697933 44464647 CHARITABLE GIFT ANNUITIES 1473925 RIGHT OF USE LIABILITIES 254844 1728769 X 95135081 7829442 2446257 1657269 11932968 83202113 44841 9455630 9500471 92702584 69150473 2446257 2446257 66704216 44841 9724917 9769758 76473974 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, 2024 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 2021, 2022 AND 2023 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 1,628,784. GAIN/LOSS ON SALE OF PROPERTY & EQUIPMENT 28,485. PART XI, LINE 4B - OTHER ADJUSTMENTS: CONFERENCE REVENUE NOT INCLUDED IN AUDITED FINANCIAL STATEMENTS 9,455,630. PART XII, LINE 4B - OTHER ADJUSTMENTS: CONFERENCE EXPENSE NOT INCLUDED IN AUDITED FINANCIAL STATEMENTS 9,724,917. 0 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 PROGRAM SERVICES GRANT TO ASSIST WITH OPERATIONS 35609 0 0 0 0 0 0 35609 0 35609 NORTH AMERICA OPERATIONS 35609 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 149610 -149610 149610 -149610 1 SCHOLARSHIP ASSISTANCE 49 217818 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 191341 0 300 0 0 0 6500 0 27134 0 225275 0 0 0 SCOTT MYERS CLINICAL DENTAL DIRECTOR 186231 0 300 0 0 0 4277 0 24377 0 215185 0 0 0 SHANNON CLANCY CEO 159476 0 0 0 0 0 8155 0 15501 0 183132 0 0 0 MARCUS ANDERSON CFO (LEFT 10/24) 156466 0 0 0 0 0 8001 0 17876 0 182343 0 0 0 JESSICA BERG CHIEF PROGRAM OFFICER 144197 0 300 0 0 0 3751 0 24208 0 172456 0 0 0 BETZANAHY LEYVA STAFF DENTIST 147377 0 300 0 0 0 1300 0 17275 0 166252 0 0 0 PATRICK DONALDSON CHIEF OF STAFF 150071 0 300 0 0 0 7501 0 3138 0 161010 0 0 0 MARY CHOU THOMPSON CHIEF MARKETING OFFICER 118583 0 300 0 0 0 6273 0 27773 0 152929 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 6015104 THRIFT STORE VALUE X 55 133136 PUBLIC AUCTION X 19 512047 FMV X 11139 11072396 MARKET BASKET X 714 647007 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 1,628,784. 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