2024-10-25T08:20:41-05:00 2023-12-31 341874260 CBIZ ADVISORS LLC 700 WEST 47TH STREET SUITE 1100 KANSAS CITY MO 64112 990 2023-01-01 900765963 ST MICHAEL'S VETERANS CENTER INC STMI 8169210201 3818 CHELSEA DR KANSAS CITY MO 64128 SUSAN ENGEL EXECUTIVE DIRECTOR 8169210201 2024-10-24 1 1 LISA BURKE P00220718 8169455500 2024-10-24 2023 2024-10-15 13:58:12Z ART FILLMORE 3818 CHELSEA DR KANSAS CITY MO 64128 571075 0 X SMVETS.ORG X 2011 MO SUPPORT FOR VETERANS, INCLUDING THOSE EXPERIENCING HOMELESSNESS OR LIVING WITH A DISABILITY. 6 6 3 100 0 0 645715 375430 148870 181255 33283 0 7926 -8648 835794 548037 0 55800 0 0 230967 228297 0 0 32598 144235 125111 375202 409208 460592 138829 2364495 2341144 316595 181327 2047900 2159817 X ST. MICHAEL'S VETERANS CENTER (SMVC) PROVIDES QUALITY, AFFORDABLE HOUSING TO VETERANS EXPERIENCING HOMELESSNESS OR LIVING WITH A DISABILITY IN THE KANSAS CITY AREA.(SEE EXPANDED MISSION ON SCHEDULE O) 0 0 315471 55800 181255 SMVC IS A VALUED LIVING COMMUNITY WITH AN AVERAGE OF 90 PERCENT OF RESIDENTS CHOOSING SMVC AS THEIR HOME FROM YEAR-TO-YEAR. IN 2023, 98 PERCENT OF SMVC VETERANS RETAINED PERMANENT HOUSING. IN 2023, 32 PERCENT OF VETERANS ADDRESSED PERSONAL GOALS ONE-ON-ONE WITH SMVC STAFF AND 74 PERCENT OF THESE VETERANS ACCOMPLISHED THEIR GOALS. 9 PERCENT OF VETERANS INCREASED THEIR INCOME THROUGH WORK OR MAINSTREAM RESOURCES, 13 PERCENT ADDRESSED HEALTH, MENTAL HEALTH AND SUBSTANCE USE ISSUES, AND 9 PERCENT MAINTAINED HOUSING WITH INTERVENTIONS. (CONTINUED ON SCHEDULE O)SMVC PROVIDED SOCIAL SERVICES TO 92% OF SMVC VETERANS INCLUDING THE FOLLOWING:- 88% USED THE FOOD PANTRY- 85% PARTICIPATED IN COMMUNITY MEALS AND SOCIAL ACTIVITIES- 77% RECEIVED HOLIDAY GIFTS- 71% USED THE DIGNITY PANTRY- 42% PARTICIPATED IN EDUCATIONAL PROGRAMS AND FIELD TRIPS- 27% RECEIVED HOUSEHOLD ITEMS- 23% COMPLETED TAX RETURNS / RENT REBATE RETURNS- 19% CREATED LEGAL DOCUMENTS (WILLS, POWERS OF ATTORNEY)THIS HIGH LEVEL OF STABILITY IS ACHIEVED BECAUSE ON-SITE PROFESSIONAL SERVICES ARE DESIGNED TO IMPROVE THE QUALITY OF LIFE AND WELL-BEING OF VETERANS ALONG WITH HOUSING PERMANENCY. SMVC VETERANS NOTE THAT FOR THE FIRST TIME THEY ARE PART OF A COMMUNITY THAT CARES ABOUT THEM AND THEIR WELL-BEING. THEY FEEL SAFE. THEY CONNECT WITH OTHERS THAT HAVE HAD A SHARED EXPERIENCE. WE BELIEVE THAT HAVING A HOME AND BEING A PART OF A COMMUNITY IS ESSENTIAL FOR THE DIGNITY OF EACH INDIVIDUAL AND COLLECTIVELY FOR THE VIBRANCY AND LONG-TERM SUSTAINABILITY OF OUR CITY. AND WE ALL DESERVE TO LIVE WITH DIGNITY. WE'VE WITNESSED MANY LIVES THAT HAVE CHANGED BECAUSE A VETERAN HAS A PLACE TO CALL HOME AND A STRONG, SUPPORTIVE COMMUNITY. THIS IMPACT IS EXEMPLIFIED BY FRANK'S STORY. FRANK IS VIETNAM VETERAN WHO NOT ONLY FOUND A HOME AND REFUGE AT SMVC, BUT ALSO A WAY TO GIVE BACK. "ST. MICHAEL'S SAVED MY LIFE," FRANK SAYS. "I WAS ISOLATED BEFORE. HERE I HAVE PEOPLE TO TALK TO AND ACTIVITIES TO GET INVOLVED WITH. I LOVE TO HELP OUT. IT MAKES ME FEEL LIKE I'M NEEDED AND PART OF SOMETHING." 315471 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 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 0 0 0 1 3 0 1 3 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 1 1 0 1 1 MO X X LARRY DUNSMORE 8163000663 7920 WARD PKWY KANSAS CITY MO 64114 ART FILLMORE PRESIDENT 1.00 0.00 X X 0 0 0 BOB WAECHTER TREASURER 1.00 0.00 X X 0 0 0 JONATHAN COHN DIRECTOR 1.00 40.00 X 0 0 0 STACEY JOHNSON-COSBY DIRECTOR 1.00 0.00 X 0 0 0 JOSEPH KESSINGER DIRECTOR 1.00 0.00 X 0 0 0 PHILIP MASON DIRECTOR 1.00 0.00 X 0 0 0 SUSAN ENGEL EXECUTIVE DIRECTOR 40.00 0.00 X 98899 0 2206 98899 0 2206 0 0 0 0 0 69875 119403 186152 39058 375430 VETERAN SUPPORT SERVIC 624100 136000 136000 INTEREST INCOME 624100 32385 32385 ASSET MANAGEMENT FEE 624100 12870 12870 181255 13100 69875 23038 -9938 -9938 1290 0 1290 1290 548037 181255 0 -8648 55800 55800 101105 50552 30332 20221 92850 92517 200 133 19641 17021 1572 1048 14701 10868 2300 1533 23055 17291 3458 2306 2217 1848 221 148 8692 4867 3825 16994 12121 2344 2529 1005 753 151 101 29033 28581 272 180 2497 2497 768 576 115 77 19054 18305 449 300 2365 1874 294 197 BAD DEBT EXPENSE 19431 19431 409208 315471 61139 32598 590883 738121 691011 508823 21430 6435 407672 441817 4535 4251 484396 21379 454791 463017 194173 178680 2364495 2341144 138859 23299 177736 158028 316595 181327 X 1303641 1570880 744259 588937 2047900 2159817 2364495 2341144 X 138829 -26612 -300 X 0 1 X 0 0 X 214366 260274 392503 645715 375430 1888288 214366 260274 392503 645715 375430 1888288 250814 1637474 5607 7926 1290 14823 1903111 907927 0.86040 0.73850 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 400228 16534 383694 84168 4845 79323 463017 ACCRUED INTEREST RECEIVABLE 20652 RIGHT OF USE ASSET 158028 178680 LEASE LIABILITIES 158028 158028 X 661917 90842 90842 571075 -23038 -23038 548037 550000 117454 23338 140792 409208 0 409208 PART X, LINE 2: THE ORGANIZATION HAS BEEN GRANTED EXEMPTION FROM INCOME TAXES BY THE INTERNAL REVENUE SERVICE UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS CONSIDERED A PUBLIC CHARITY. THE ORGANIZATION ASSESSES UNCERTAIN TAX POSITIONS ON AN ANNUAL BASIS. THIS ASSESSMENT INCLUDES THE ASSESSMENT OF PRIVATE BENEFITS TO RELATED PARTIES AND DISQUALIFIED PERSONS. MANAGEMENT BELIEVES THAT NO EXCESS PRIVATE BENEFIT HAS BEEN CONVEYED THROUGH DECEMBER 31, 2023. THIS DETERMINATION HAS BEEN MADE THROUGH AN ASSESSMENT OF ALL ESTIMATED REVENUE AND CASH FLOW STREAMS IN RELATION TO AND INCLUDING BELOW MARKET LOANS, DEVELOPER FEES, SUPPORT SERVICE FEES, IN-KIND RENT AND INITIALLY PROJECTED PRINCIPAL AND INTEREST PAYMENT STREAMS AND THE SOURCE OF ALL FUNDING TO SUPPORT THOSE LOANS AND EQUITY INVESTMENTS. THERE HAS NOT BEEN ANY INTEREST OR PENALTIES RECOGNIZED EITHER IN THE STATEMENT OF ACTIVITIES AND CHANGE IN NET ASSETS OR STATEMENT OF FINANCIAL POSITION RELATED TO UNCERTAIN TAX POSITIONS. IN ADDITION, THE ORGANIZATION DID NOT HAVE ANY UNCERTAIN TAX POSITIONS AT DECEMBER 31, 2023. THE ORGANIZATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY TAXING AUTHORITIES FOR YEARS BEFORE 2020. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES REPORTED ON PART VIII, LINE 8 -23,038. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES REPORTED ON PART VIII, LINE 8 23,038. WRITE OFF OF UNCOLLECTIBLE PLEDGES 300. CELEBRATION OF HEROES 82975 69875 13100 975 3015 6567 2650 9831 82975 69875 13100 975 3015 6567 2650 9831 23038 -9938 1 VETERAN ASSISTANCE 128 55800 0 N/A N/A PART I, LINE 2: SMVC PROVIDES DIRECT ASSISTANCE TO VETERANS TO ASSIST WITH BASIC NEEDS, FOOD, HOUSING, SOCIAL SUPPORT, AND OTHER SERVICES. IN 2023, SMVC PROVIDED DIRECT SERVICES TO 92% OF SMVC VETERANS INCLUDING THE FOLLOWING: - 88% USED THE FOOD PANTRY - 85% PARTICIPATED IN COMMUNITY MEALS AND SOCIAL ACTIVITIES - 77% RECEIVED HOLIDAY GIFTS - 71% USED THE DIGNITY PANTRY - 42% PARTICIPATED IN EDUCATIONAL PROGRAMS AND FIELD TRIPS - 27% RECEIVED HOUSEHOLD ITEMS - 23% COMPLETED TAX RETURNS / RENT REBATE RETURNS - 19% CREATED LEGAL DOCUMENTS (WILLS, POWERS OF ATTORNEY) X 4257 FMV X 10291 19861 FMV X EVENT & GIFT SUPPLIES 390 14940 FMV 0 0 0 0 PART I, COLUMN (B): LINE 19, COLUMN (B) REPORTS THE POUNDS OF FOOD CONTRIBUTED. LINE 25, COLUMN (B) REPORTS THE NUMBER OF ITEMS CONTRIBUTED. FORM 990, PART I, LINE 1 SINCE 2014, SMVC HAS SERVED MORE THAN 250 FORMERLY HOMELESS MEN, WOMEN, AND CHILDREN. OUR COMMUNITY IS DESIGNED TO EMPOWER VETERANS TO WORK TOWARD HEALTHY REINTEGRATION WITH THEIR FAMILIES AND COMMUNITIES BY PROVIDING SAFE, PERMANENT HOUSING. SMVC CONNECTS VETERANS WITH THE MEANS AND SUPPORT NECESSARY TO ACHIEVE HOUSING STABILITY, LONG-TERM HEALTH AND WELLNESS, AND FINANCIAL STABILITY. OUR CAMPUS IS A HOME AND COMMUNITY WHERE VETERANS CAN LIVE THEIR BEST LIVES AND GIVE BACK TO THEIR COMMUNITY. SMVC IS AN INDEPENDENT NON-PROFIT THAT FULFILLS ITS MISSION THROUGH ROLES AS THE NON-PROFIT CO-OWNER OF THE SMVC CAMPUS AND PROVIDER OF SOCIAL SERVICES TO VETERANS. THE SMVC CAMPUS IS ON A 24-ACRE SITE LOCATED AT EAST 39TH STREET AND EMANUEL CLEAVER II BLVD, JUST SOUTH OF THE VA MEDICAL CENTER IN KANSAS CITY, MISSOURI. - SMVC'S HOUSING PHASE I WITH 58 APARTMENT HOMES OPENED IN 2014 - SMVC'S HOUSING PHASE II WITH 59 APARTMENT HOMES AND THE SMVC SERVICE CENTER OPENED IN 2016 - SMVC'S HOUSING PHASE III WILL BEGIN CONSTRUCTION IN 2024 WITH EXPECTED COMPLETION LATE 2025 - PATRIOT PARK, A MEMORIAL TO OUR COMMUNITY'S VETERANS, IS PLANNED AT THE ENTRANCE TO THE CAMPUS. IT IS EXPECTED TO OPEN BY LATE 2025. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE COMMITTEES ACTING ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY AN OFFICER AND MADE AVAILABLE TO BOARD MEMBERS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH DIRECTOR, CORPORATE OFFICER, TOP MANAGEMENT OFFICIAL, TOP FINANCIAL OFFICIAL, AND EACH KEY EMPLOYEE IS REQUIRED TO SIGN AN ANNUAL DISCLOSURE AND COMPLIANCE STATEMENT THAT AFFIRMS THE PERSON HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, HAS READ AND UNDERSTANDS THE POLICY, AND HAS AGREED TO COMPLY WITH THE POLICY AND THAT DISCLOSES THE PERSON'S FINANCIAL INTERESTS AND FAMILY RELATIONSHIPS THAT COULD GIVE RISE TO CONFLICTS OF INTEREST. EACH PERSON HAS A DUTY TO DISCLOSE TO THE BOARD ALL MATERIAL FACTS REGARDING HIS OR HER INTEREST IN A TRANSACTION, PROMPTLY UPON LEARNING OF THE PROPOSED TRANSACTION. THE BOARD SHALL DETERMINE IF A CONFLICT OF INTEREST EXISTS. THE PERSON INVOLVED WITH THE TRANSACTION SHALL NOT BE PRESENT DURING THE BOARD'S DISCUSSION OR DETERMINATION OF WHETHER A CONFLICT OF INTEREST EXISTS. AFTER EXERCISING DUE DILIGENCE, THE BOARD SHALL DETERMINE WHETHER THE TRANSACTION IS IN THE ORGANIZATION'S BEST INTEREST, FOR ITS OWN BENEFIT, AND WHETHER IT IS FAIR AND REASONABLE TO THE ORGANIZATION. THE MAJORITY OF DISINTERESTED MEMBERS OF THE BOARD MAY APPROVE THE TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF DIRECTORS CONDUCTS AN ANNUAL PERFORMANCE REVIEW OF THE EXECUTIVE DIRECTOR. THE EXECUTIVE DIRECTOR CONDUCTS AN ANNUAL PERFORMANCE REVIEW OF ALL OTHER EMPLOYEES. THE EXECUTIVE DIRECTOR PROPOSES AN ANNUAL BUDGET, INCLUDING COMPENSATION FOR THE EXECUTIVE DIRECTOR AND ALL OTHER EMPLOYEES. THE BOARD REVIEWS, ADVISES AND APPROVES FINAL COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990 IS PROVIDED TO GUIDESTAR BY THE ORGANIZATION AND MADE AVAILABLE TO THE PUBLIC FOR INSPECTION. FORM 990, PART XI, LINE 9: WRITE OFF OF UNCOLLECTIBLE PLEDGES -300. 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