2025-05-07T12:23:29-05:00 2024-09-30 390919055 RITZ HOLMAN LLP 330 E KILBOURN AVE SUITE 222 MILWAUKEE WI 53202 990 2023-10-01 390806406 ST VINCENT DE PAUL SOCIETY OF MILWAUKEE STVI 4144627837 P O BOX 26537 MILWAUKEE WI 53226 DEBORAH DUSKEY EXECUTIVE DIRECTOR 4144627837 2025-05-07 1 0 RENEE MESSING P01872384 4142711451 2025-05-07 2023 2025-03-06 01:10:19Z DEBORAH DUSKEY P O BOX 26537 MILWAUKEE WI 53226 12142884 0 X WWW.SVDPMILW.ORG X 1917 WI THE MISSION OF THE ST. VINCENT DE PAUL SOCIETY OF MILWAUKEE IS TO ELIMINATE POVERTY AND HUNGER. 12 12 140 609 0 0 4083745 7232328 0 0 592553 311332 1551645 1944904 6227943 9488564 773463 879381 0 0 2892424 3903692 0 0 0 2656881 3725132 6322768 8508205 -94825 980359 13815340 16188689 1245159 1421536 12570181 14767153 THE MISSION OF THE ST. VINCENT DE PAUL SOCIETY OF MILWAUKEE IS TO ELIMINATE POVERTY AND HUNGER. 0 0 3212887 879381 VINCENTIAN SERVICES: NEIGHBORS HELPING NEIGHBORS: THROUGH HOME VISITATIONS, VOLUNTEERS ESTABLISH ONE-ON-ONE SUPPORTIVE RELATIONSHIPS WITH INDIVIDUALS AND FAMILIES WHO NEED BASIC NECESSITIES SUCH AS FOOD, CLOTHING, NEW BEDS AND FURNITURE, AND WHO BENEFIT BY THE COMPANIONSHIP, CARE AND COMPASSION EXTENDED BY THE VOLUNTEERS. VOLUNTEERS IN THIS PROGRAM ALSO OPERATE FOOD PANTRIES, AND VISIT THE SICK, THE ELDERLY AND THE IMPRISONED. 540208 MEAL PROGRAM: THE MILWAUKEE COUNCIL OF SVDP OPERATES A FREE MEAL PROGRAM AT TWO SITES, FIVE NIGHTS PER WEEK ON THE NORTH SIDE, AT 2600 N. 2ND STREET, AND SIX NIGHTS PER WEEK ON THE SOUTH SIDE AT 931 W. MADISON STREET. EACH OF THE SITES SERVES BETWEEN 150 AND 200 HOT, NUTRITIOUS MEALS ON NIGHTS OF OPERATION. IN ADDITION, GUESTS AT THE SOUTH SIDE MEAL PROGRAM CAN ALSO ACCESS HOT SHOWERS AND CLEAN CLOTHING. AT BOTH SITES, GUESTS CAN OBTAIN WARM WINTER OUTERWEAR, AND JOIN THE FUN OF VARIOUS SOCIAL ACTIVITIES. 4030537 THRIFT STORES: THROUGH DONATED MERCHANDISE FROM THE COMMUNITY AT LARGE, THE SVDP OPERATES THREE THRIFT STORES. SALES FROM THE STORES BENEFIT THOSE IN NEED BY FULFILLING CERTIFICATES FOR CLOTHING, NEW BEDS AND HOUSEHOLD MERCHANDISE, WHICH ARE ISSUED BY VOLUNTEERS DURING THE NEIGHBORS HELPING NEIGHBORS HOME VISITATIONS; AND BY PROVIDING LOW COST MERCHANDISE TO BUDGET-CONSCIOUS, AND LOW-INCOME SHOPPERS. 136 136 7783768 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 11 0 1 140 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 WI X X X MICHELLE MARTIN 4146670244 P O BOX 26537 MILWAUKEE WI 53226 MICHAEL FARRELL PRESIDENT 5.00 X X 0 0 0 LISA SIMMONS VICE PRESIDENT 1.00 X X 0 0 0 AJOY BOSE TREASURER 1.00 X X 0 0 0 LAURIE JACOBS SECRETARY 1.00 X X 0 0 0 MARVIN CROWE DIRECTOR 1.00 X 0 0 0 MICHAEL PETERSEN DIRECTOR 1.00 X 0 0 0 E MICHAEL MCCANN DIRECTOR 1.00 X 0 0 0 JANE JONEITZ DIRECTOR 1.00 X 0 0 0 RICHARD MUELLER DIRECTOR 1.00 X 0 0 0 PAUL KLINGSEISEN DIRECTOR 1.00 X 0 0 0 HAZEL WILLS DIRECTOR 1.00 X 0 0 0 BENNETT RUCKA DIRECTOR 1.00 X 0 0 0 DEBORAH DUSKEY EXECUTIVE DIR. 40.00 X 144743 0 33131 MICHELLE MARTIN DIR. OF FINANCE 40.00 X 130026 0 46685 274769 0 79816 2 0 1 0 EXCEL BUILDERS OF WISCONSIN LLC 2733 WASHINGTON AVE RACINE WI 53405 CONSTRUCTION AND REMODELING OF BRADLEY S 730059 ALLIANCE CONSTRUCTION & DESIGN INC 1050 BROADWAY ST WRIGHTSTOWN WI 54180 CONSTRUCTION OF STORAGE SHEDS 168314 2 7232328 2971709 7232328 312757 312757 47750 0 47750 47750 47750 1425 -1425 -1425 -1425 38934 15158 23776 23776 4494384 2637737 1856647 1856647 MISCELLANEOUS 541900 16731 16731 16731 9488564 15306 0 2240930 879381 879381 366096 302610 63486 2818809 2406147 412662 33897 20196 13701 364640 275533 89107 320250 282606 37644 17500 17500 47506 47506 44328 40256 4072 95701 87725 7976 195970 180457 15513 340074 340074 33673 27661 6012 17305 10672 6633 3256 3256 256763 256164 599 66713 64537 2176 SVDP CONFERENCE EXPENSE 1426892 1426892 PROGRAM EXPENSES 729546 729546 PROGRAM SUPPLIES 285930 285930 MISCELLANEOUS 108623 108773 -150 55352 55352 8508205 7783768 724437 0 1019476 1197668 137832 103761 90967 49333 266553 383249 54888 61817 8516833 2936705 4418968 5580128 7081415 8033736 745241 778997 13815340 16188689 236062 482068 214227 112480 794870 826988 1245159 1421536 X 12479216 14676324 90965 90829 12570181 14767153 13815340 16188689 980359 1216613 0 X 0 1 X 1 0 X 6238354 3600781 3739025 1737235 4260619 19576014 6238354 3600781 3739025 1737235 4260619 19576014 19576014 183252 839347 356041 380716 360507 2119863 6714 13418 20315 34568 40507 115522 21811399 0.89750 0.89760 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 44152 44152 44152 44152 44152 44152 44152 44152 44152 44152 1.00000 0 0 212140 212140 7502805 2553807 4948998 413456 253326 160130 388432 129572 258860 5580128 DEFERRED COMP-PAYABLE 55991 DEFERRED COMP-ANNUITY 592148 LEASE LIABILITY 178849 826988 X 9778290 1216613 1216613 8561677 47506 879381 926887 9488564 7581318 0 7581318 47506 879381 926887 8508205 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS CLASSIFIED AS OTHER THAN A PRIVATE FOUNDATION. MANAGEMENT HAS REVIEWED ALL TAX POSITIONS RECOGNIZED IN PREVIOUSLY FILED TAX RETURNS AND THOSE EXPECTED TO BE TAKEN IN FUTURE TAX RETURNS. AS OF SEPTEMBER 30, 2024, THE ORGANIZATION HAD NO AMOUNTS RELATED TO UNRECOGNIZED INCOME TAX BENEFITS AND NO AMOUNTS RELATED TO ACCRUED INTEREST OR PENALTIES. THE ORGANIZATION DOES NOT ANTICIPATE ANY SIGNIFICANT CHANGES TO UNRECOGNIZED INCOME TAX BENEFITS OVER THE NEXT YEAR. PART XI, LINE 4B - OTHER ADJUSTMENTS: IN-KIND EXPENSE 879,381. PART XII, LINE 4B - OTHER ADJUSTMENTS: IN-KIND EXPENSE 879,381. GALA 38934 38934 2075 5739 7344 38934 38934 2075 5739 7344 15158 23776 1 SPECIFIC INDIVIDUAL ASSISTANCE 21388 879381 BOOK FURNITURE, FOOD AND CLOTHING X 0 0 0 0 0 0 0 0 0 DEBORAH DUSKEY EXECUTIVE DIR. 144743 0 0 0 0 0 0 0 33131 0 177874 0 0 0 MICHELLE MARTIN DIR. OF FINANCE 130026 0 0 0 0 0 0 0 46685 0 176711 0 0 0 X 2971709 50% OF ESTIMATED RETAIL 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 LINE 6 EXPLANATION - THE MEMBERSHIP OF THE ORGANIZATION IS COMPRISED OF THE PRESIDENTS OF EACH ST. VINCENT DE PAUL CONFERENCE ATTACHED TO THE DISTRICT COUNCIL OF THE ST. VINCENT DE PAUL SOCIETY OF MILWAUKEE. FORM 990, PART VI, SECTION A, LINE 7A LINE 7A EXPLANATION - THE PRESIDENT IS ELECTED BY A SECRET VOTE OF THE MEMBERS OF THE CORPORATION. FORM 990, PART VI, SECTION A, LINE 7B LINE 7B EXPLANATION - THE GOVERNMENT AND POWER OF THE DISTRICT COUNCIL SHALL BE VESTED IN ITS PRESIDENT WHO SHALL VOTE ONLY TO BREAK A TIE VOTE OF CONFERENCE PRESIDENTS WHO CONSTITUTE THE DISTRICT COUNCIL. THEIR GOVERNANCE RESPONSIBILITIES INCLUDE BUT ARE NOT LIMITED TO: 1.ELECTING THE DISTRICT COUNCIL PRESIDENT; 2.APPROVING THE ORGANIZATIONAL STRUCTURE, INCLUDING OFFICERS AND MEMBERSHIP OF THE BOARD OF DIRECTORS AND ANY AUXILIARY BOARDS; 3.REVIEWING THE ANNUAL BUDGET AS PRESENTED BY THE BOARD AND PREPARED BY THE TREASURER. 4.APPROVING POLICIES OR STANDING OPERATING PROCEDURES THAT MAY BE ESTABLISHED BY THE DISTRICT COUNCIL TO ALLOW THE BOARD AND/OR OFFICERS TO EXCEED BUDGETED EXPENDITURES OR NON-BUDGETED FINANCIAL COMMITMENTS UP TO SUCH DOLLAR LIMITS AS ARE FROM TIME TO TIME APPROVED BY THE BOARD OF DIRECTORS; 5.RECOMMENDING DISSOLUTION OR THE SALE OF ALL THE CORPORATION'S ASSETS; 6.RECOMMENDING TO THE (ARCH) DIOCESAN COUNCIL (IN ACCORDANCE WITH THE APPROVED NATIONAL PROCEDURES) AMENDMENTS TO THE RULE OF THE SOCIETY AND THE NATIONAL COUNCIL'S GOVERNANCE POLICIES. 7.APPROVING REPORTS AND RECOMMENDATIONS OF THE BOARD OF DIRECTORS, AND/OR AUXILIARY BOARD(S); 8.APPROVING PRESIDENTIAL APPOINTMENTS, IF APPLICABLE; 9.APPROVING POLICIES AS REQUIRED BY THE RULE, ARTICLES OF INCORPORATION, BYLAWS OR FEDERAL OR STATE LAWS; AND ADDRESSING OTHER ISSUES AS REQUESTED BY THE PRESIDENT; 10.REVIEWING AND EVALUATING THE LEADERSHIP, MISSION AND PLANNING OF THE DISTRICT COUNCIL. OTHER RESPONSIBILITIES 1.TO REVIEW AND APPROVE ALL REAL ESTATE SALES, LEASES, MORTGAGES, AND PURCHASES THAT HAVE FIRST BEEN APPROVED BY THE BOARD 2.TO APPROVE ALL CONTRACTS AND THE BORROWING OF MONIES THAT EXCEED SUCH DOLLAR AMOUNT AS HAS BEEN ESTABLISHED BY A RESOLUTION OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B LINE 11B EXPLANATION - A DRAFT OF THE FORM 990 IS DISTRIBUTED VIA EMAIL TO FINANCE COMMITTEE MEMBERS FOR APPROVAL BEFORE FILING. A DRAFT OF THE FORM 990 IS ALSO DISTRIBUTED VIA EMAIL OR US MAIL TO BOARD MEMBERS FOR REVIEW BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST STATEMENT IS DISTRIBUTED TO THE BOARD OF DIRECTORS, FINANCE COMMITTEE MEMBERS AND KEY STAFF ON AN ANNUAL BASIS. THE RECIPIENTS ARE REQUIRED TO SIGN THE STATEMENTS WHICH ARE KEPT ON FILE AT THE COUNCIL OFFICE. FORM 990, PART VI, SECTION B, LINE 15 THE SALARIES OF ALL EMPLOYEES, INCLUDING THE EXECUTIVE DIRECTOR, OF THE SOCIETY ARE REVIEWED BI-ANNUALLY USING MARKET TOOLS ON THE INTERNET. A SPREADSHEET IS PREPARED SHOWING THE CURRENT WAGE SCALES OF EMPLOYEES AND THE "COMMUNITY" SCALES AS INDICATED IN THE SURVEY. THE BOARD PRESIDENT ESTABLISHES A PERSONNEL AD HOC COMMITTEE TO REVIEW THE DATA AND TO MAKE RECOMMENDATIONS TO THE BOARD FOR MODIFICATION OF SCALES.THE BOARD PRESIDENT REVIEWS AND DETERMINES ANY ADJUSTMENTS TO THE EXECUTIVE DIRECTORS SALARY ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION C, LINE 19 THE SOCIETY MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST. THE DOCUMENTS CAN BE OBSERVED ON SITE OR MAILED TO THE REQUESTOR. THE YEAR END FINANCIAL STATEMENT IS PUBLISHED IN AN ANNUAL REPORT WHICH IS ON THE ORGANIZATIONS WEBSITE.