2024-12-05T17:14:45-06:00 2024-06-30 954557617 Harrington Group CPAs LLP 2698 Mataro Street Pasadena CA 91107 990 2023-07-01 951643367 St Vincent's Institution STVI 8056836381 4200 Calle Real Santa Barbara CA 93110 Rosa Paredes President/CEO 8056836381 2024-12-05 1 1 Oswaldo D Torres CPA P02465082 6264036801 2023 2024-10-15 13:58:12Z St Vincent's Rosa Paredes 4200 Calle Real Santa Barbara CA 93110 9444127 0 X www.stvincents-sb.org X 1858 CA St. Vincent's is dedicated to strengthening low-income families and seniors through programs rooted in the Social Teachings of the Catholic Church. Faithful to the charism of the Daughters of Charity of St. Vincent de Paul, we serve our sisters and brothers by providing affordable housing, early childhood education, and family enrichment opportunities. 9 8 77 81 0 0 2611114 3455674 3591873 4619105 262775 229767 977814 1058527 7443576 9363073 8598 27893 0 0 4461792 5384534 0 0 481447 5531961 7479130 10002351 12891557 -2558775 -3528484 31722263 28278951 28335837 28184877 3386426 94074 X St. Vincent's is dedicated to strengthening low-income families and seniors through programs rooted in the Social Teachings of the Catholic Church. Faithful to the charism of the Daughters of Charity of St. Vincent de Paul, we serve our sisters and brothers by providing affordable housing, early childhood education, and family enrichment opportunities. 0 0 2044561 2449903 San Vicente Mobile Home Park: In July of 1977, Fess E. Parker and Rob Rice as Lessees and St. Vincent's as Lessor entered into a 40 year long-term land lease. As part of the long term lease, the land was converted into 270 spaces for mobile homes and was designated as a Mobile Home Park for seniors 55 years of age or older. On July 19, 2017, St. Vincent's transferred the underlying land of San Vicente Mobile Home Park to Vincent's Ministries, LLC and executed the Assignment and Assumption of the 40 year long term lease by assigning the rights, title, and interest in, to and under the Lease to Vincent's Ministries, LLC. On July 29, 2017, the San Vicente Mobile Home Park 40 year long term lease terminated and the San Vicente Mobile Home Park reverted to Vincent's Ministries, LLC.San Vicente Mobile Home Park is located on 41 acres at 340 Old Mill Road in Santa Barbara, California. The Mobile Home Park is regulated under the California Mobile Home Residency Law, Title 25 of the California Code of Regulations, as well as Santa Barbara County's Rent Control Ordinance. The Mobile Home Park is considered a form of affordable housing in Santa Barbara County and today, San Vicente Mobile Home Park is home to over 400 Seniors. 1854328 261237 St. Vincent's Children's Center is a Catholic childcare and early learning center for children ages 6 weeks to 5 years with a licensed capacity of up to 98 children. St. Vincent's Children's Center provides an excellent learning environment and operates three separate development programs for infants, toddlers and preschoolers. The children benefit from a high quality food and nutrition program where each child is provided two meals and snacks daily. The outdoor classroom is a vital component of the program allowing for education, play and exercising in a safe, fresh air environment.For the year ended, 35 clients were served for 248 days. 1257554 27893 52548 St. Vincent's Family Strengthening Program (FSP) provides transitional housing and support services for single mothers and their children, ages zero to five. In keeping with St. Vincent's mission of family strengthening, the program is designed to help each mother create stability and emotional and spiritual well-being for herself and her children. St. Vincent's residential program is a sober living environment that offers a complete program of services designed to comprehensively address multiple life issues that confront families in the program. The program provides case management, individual therapy, support groups, parenting education and a structured therapeutic setting and schedule for the mothers as well as a child development program for the children. The program is up to 27 months.For the year ended, 28 clients were served for 365 days. 1019452 1855417 Campus Affordable Housing Program - During the development stages of two major affordable housing programs on campus, St. Vincent's was a Co-Corporate Member and Co-Sponsor with Mercy Housing, Inc. In 2008, St. Vincent's Gardens, offering 75 two, three, and four bedroom apartments, opened for families in need of affordable housing. In the same year, St. Vincent's was proud to announce the opening of Villa Caridad, a HUD 202 PRAC senior property, providing 95 one-bedroom apartments for low-income seniors on its property. Many of these seniors had been living in their automobiles, on the street, or in shelters before the opening of these apartments. On January 1, 2014, St. Vincent's became the sole Corporate Member and Managing Agent of Villa Caridad and on March 11, 2014 St. Vincent's became the General Partner of St. Vincent's Gardens.For the year ended, 370 clients were served for 365 days. 12787 St. Vincent's Pozzo Aquatic Center (Pool) will help people to attain or sustain healthy bodies, minds and spirits through the benefit of swimming and other water based therapeutic activities. St. Vincent's provides a safe pool environment supported by qualified instructors, certified lifeguards and competent staff and is available to all the residents on campus. The pool was closed for the year for restoration work. 761363 The Fr. Virgil Cordano Center, The Center, is a collaborative ministry of the Franciscan Friars at the Old Mission of Santa Barbara and the Daughters of Charity at St. Vincent's. The Center that is rooted in the Gospel and the Social Teachings of the Catholic Church. Faithful to the traditions of St. Francis of Assisi and St. Vincent de Paul, the Center provides a place of welcome and support for human and spiritual well-being for all of our sisters and brothers in need. Our programs are designed to support individuals experiencing or at risk of homelessness by fostering a sense of community through daily engagement and comprehensive case management. We operate as a low-barrier service center, providing members with consistent contact through six hours of programming each day. Our holistic approach centers on building personal relationships, allowing members to engage with case managers organically. This model ensures members are supported in creating and achieving their own goals. Our case management services focus on member-led objectives, such as obtaining vital documents, securing housing, or accessing medical care. We assist members with government benefits applications, employment counseling, and housing navigation, aligning with Santa Barbara County's Coordinated Entry System. Additionally, we work closely with medical and behavioral health providers, ensuring members have the resources necessary for physical and mental wellness. Tracking metrics and outcomes ensures we maintain a high standard of service. We regularly review member progress through individualized service plans and provide referrals for essential services, including emergency shelters, rapid rehousing, and career support. Through our collaborative case management model, the Center empowers individuals by guiding them through personalized action plans, helping them transition out of homelessness and toward greater stability. St. Vincent's Institution is the sole member of De Marillac, LLC. De Marillac, LLC is considered a disregarded entity for tax purposes. At the end of June 2024, the Center provided case management and referral services and distributed over 33,000 meals during the year. 125040 St. Vincent's Heart is our campus outreach program. This program has expanded to include an Aging Well Program for our Seniors on campus that allows our Residents to be active in various activities such as gardening, cinema club, sewing, dance and yoga classes, education seminars on healthy living, and more in a group setting. St. Vincent's Heart continues to work with community partners to meet the special needs of our community; and providing transportation for our Residents to the Unity Shoppe on a monthly basis where they can receive clothing, shoes, baby goods, school supplies, toys, and other household necessities. St. Vincent's Heart also coordinates a team of community volunteers who support St. Vincent's ministries. 51522 Casa Caritas, LLC was established in 2023 for purposes of receiving, managing, or liquidating for charitable purposes, properties and investments to support the social services and affordable housing ministries of St. Vincent's Institution. St. Vincent's Institution is the sole member of Casa Caritas, LLC. Casa Caritas, LLC is considered a disregarded entity for tax purposes. 3842413 Seton Village, LLC was formed in 2020 for purposes of receiving, managing, or liquidating for charitable purposes properties and investments to support the affordable housing ministries of St. Vincent's Institution, Seton Village, LLC's sole member. Seton Village, LLC is considered a disregarded entity for tax purposes. 5812577 1855417 10969020 1 1 0 0 0 0 0 0 0 1 1 1 0 1 1 1 0 1 0 0 0 0 0 0 1 1 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 1 87 0 1 77 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 9 8 0 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X Naomi Fujioka - St Vincent's 8056836381 4200 Calle Real Santa Barbara CA 93110 Sister Fran Ciluaga DC Chairperson 2.00 X X 0 0 0 Michelle Limb Vice Chairperson 2.00 X X 0 0 0 Tino Munoz Secretary/Treasurer 2.00 X X 0 0 0 John W Ambrecht Board Member 2.00 X 0 0 0 Sister Betty Marie Dunkel DC Board Member 2.00 X 0 0 0 Karen Jones Board Member 2.00 X 0 0 0 Sister Estela Morales DC Board Member 2.00 X 0 0 0 Kenneth Trigueiro Board Member 2.00 X 0 0 0 Rosa Paredes CEO-President 40.00 X X 252719 0 20176 Naomi Fujioka CFO-VP Of Finance 40.00 X 179372 0 7154 Regina Ruiz Chief Development Officer 40.00 X 170594 0 15852 Shakesha Williams Financial Controller & Dir. 40.00 X 133062 0 10782 Antonio Frausto VP of Facilities 40.00 X 118030 0 10524 Mary Manzo VP of Housing 40.00 X 111343 0 19531 Francis Avila HR Manager & Safety Officer 40.00 X 102083 0 9040 Eric Massie Grant Manager 40.00 X 100159 0 10293 1167362 0 103352 10 0 1 0 Outside Open 19 W Carrillo St Santa Barbara CA 93101 I.T. services 181225 Enviroscaping 340 Pine Avenue Goleta CA 93117 Gardening services 102694 2 164942 281079 3009653 59927 3455674 Rental Income 611710 4305320 4305320 Tuition & Program Fees 611710 313785 313785 4619105 229767 229767 81054 164942 81054 0 15725 0 15725 15725 Other income 541200 422426 422426 Reimbursements 531390 344626 344626 Electricity income 221000 275750 275750 1042802 9363073 4619105 0 1288294 X 27893 27893 627457 348361 128347 150749 3778128 3146551 455260 176317 126221 106920 15571 3730 430063 353044 55123 21896 422665 336113 56238 30314 158176 158176 18850 18850 1604975 1372962 200699 31314 10173 4943 5230 380327 322164 49576 8587 97258 66536 11600 19122 1616410 1534743 76203 5464 33612 14576 18941 95 35081 16249 17762 1070 521715 521715 1918604 1844767 66027 7810 183037 152336 23895 6806 Repairs & maintenance 673860 638913 34947 Food purchases 90691 89935 756 Dues & subscriptions 55057 18179 25995 10883 Staff develop. & trng. 43470 27459 14011 2000 37834 24661 13113 60 12891557 10969020 1441090 481447 3288467 2573353 627021 76524 156425 230902 114033 123370 58787443 38087665 21675222 20699778 4129554 2891591 14069 13292 1717472 1670141 31722263 28278951 637702 1273663 821680 836632 26570319 26014205 306136 60377 28335837 28184877 X -187541 -2863502 3573967 2957576 3386426 94074 31722263 28278951 X -3528484 126727 109405 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1997213 118598 117280 1998531 2063112 80374 146273 1997213 2153064 222004 -311956 2063112 2077543 518301 442780 2153064 2178399 19129 119985 2077543 0.80000 0.06230 0.13770 0 0 3428599 3428599 52736965 36554352 16182613 188701 143309 45392 2433178 1390004 1043174 20699778 Pooled Investment Fund-Fund P 1975949 F Cash Surrender Value of Life Insurance 915642 F 2891591 Charitable Trust Agreements and Perpetual Trusts 1609765 Right-of-use assets 60376 1670141 Right-of-use liabilities 60377 60377 X Part V, Line 4: St. Vincent's classifies as permanently restricted net assets, (a) the original value of the gifts to the permanent endowment, (b) the original value of subsequent gifts to the permanent endowment, and (c) accumulations to the permanent endowment made in accordance with the direction of the applicable donor gift instrument at the time the accumulation is added to the fund. The remaining portion of the donor restricted endowment fund that is not classified in permanently restricted net assets are appropriated for expenditure by St. Vincent's. Part X, Line 2: St. Vincent's is exempt from taxation under Internal Revenue Code Section 501(c)(3) and California Revenue and Taxation Code Section 23701d. Generally accepted accounting principles provide accounting and disclosure guidance about positions taken by an organization in its tax returns that might be uncertain. Management has considered its tax positions and believes that all of the positions taken by St. Vincent's in its federal and state exempt organization tax returns are more likely than not to be sustained upon examination. St. Vincent's returns are subject to examination by federal and state taxing authorities, generally for three and four years, respectively, after they are filed. Golf 173735 130550 43185 6800 17000 9731 9654 Fashion 72261 34392 37869 1992 32505 3372 245996 164942 81054 6800 18992 42236 13026 81054 0 15725 0 15725 15725 CA 1 As required by Penal Code 320.5, St. Vincent's registered with and reported to the Office of Attorney General Registry of Charitable Trusts on an annual basis. 0 1 0 1.00000 Naomi Fujioka 4200 Calle Real Santa Barbara CA 93110 0 0 1 Savings match for transitional mothers 15 5730 Other assistance to mothers and families 38 21342 821 FMV Tuition, vehicle repair & purchase assistance, legal and other fees assistance. Part I, Line 2: St. Vincent's Family Strengthening Program (FSP) Savings Match is available to all transitional mothers who comply with the Match policy. St. Vincent's maintains records of monthly client deposits to the Savings Program. Match amounts are calculated on a monthly basis. X X 0 0 0 0 0 0 0 0 0 Rosa Paredes CEO-President 252719 0 0 0 0 0 10776 0 9400 0 272895 0 0 0 Naomi Fujioka CFO-VP Of Finance 179372 0 0 0 0 0 7154 0 0 0 186526 0 0 0 Regina Ruiz Chief Development Officer 170594 0 0 0 0 0 7270 0 8582 0 186446 0 0 0 X 9071 Est. market value X 21072 43214 per lbs. avg. per FA X Gift cards 267 5571 FMV X Event tickets 31 2071 FMV 0 1 0 Part I, Column (b): The number of contributions is based on an estimated total count of items collected during the reporting period. Form 990, Part VI, Section A, line 7a The Governing Board of Directors has the power to select and remove all of the officers of the corporation except the chairperson of the Board. Without the approval of the Corporate Member, the Governing Board of Directors cannot appoint, elect, or remove any director of the corporation or change the number of directors, and cannot appoint or remove the chairperson of the Board and cannot appoint or remove the Executive Director/CEO of the corporation. Form 990, Part VI, Section A, line 7b All decisions of the governing body are subject to approval by the Corporate Member. Form 990, Part VI, Section B, line 11b Prior to filing St. Vincent's Form 990, the Board of Directors will receive a copy of the final Form 990 and related documents. A meeting will be held to review, discuss, and approve the filing of the Form 990 with the Internal Revenue Service. Form 990, Part VI, Section B, line 12c Each year St. Vincent's distributes its Conflict of Interest Policy Document to its governing board and employee staff. Once distributed, the Document is required to be returned and responses are reviewed by the Board Chair and/or CEO as appropriate, noting any circumstances of impairment of independence. Form 990, Part VI, Section B, line 15 Annually, the governing board reviews salary history and related market data for similar salaried positions, and approves the President, Chief Executive Officer and Chief Financial Officer's salaries. Other executive and key employee salaries are reviewed and approved by the governing board. Form 990, Part VI, Section C, line 19 Both the audited financial statements and Form 990 are submitted to Funders upon request as part of the grant application process. The President and Chief Executive Officer will discuss and distribute other documents, as appropriate, upon request. Form 990, Part IX, line 11g Professional fees & purchased srvs.: Program service expenses 1,097,729. Management and general expenses 52,175. Fundraising expenses 7,791. Total expenses 1,157,695. Contract services: Program service expenses 275,233. Management and general expenses 148,524. Fundraising expenses 23,523. Total expenses 447,280. Form 990, Part XI, line 9: Cash surrender value of life insurance 46,039. Change in value of interest in perpetual trusts 26,440. Change in value of charitable trust agreements 36,926. Vincent's Ministries LLC 4200 Calle Real Santa Barbara CA 93110 364838475 Managing for charitable purposes, properties and investments, supporting SVI CA 3002438 3451856 St Vincent's Institution De Marillac LLC 4200 Calle Real Santa Barbara CA 93110 611942334 Managing for charitable purposes, properties and investments, supporting SVI CA 533297 140443 St Vincent's Institution St Vincent's Heart LLC 4200 Calle Real Santa Barbara CA 93110 320608606 Managing for charitable purposes, properties and investments, supporting SVI CA 167830 130330 St Vincent's Institution Seton Village LLC 4200 Calle Real Santa Barbara CA 93110 611998823 Managing for charitable purposes, properties and investments, supporting SVI CA 59585 -182833 St Vincent's Institution Mercy Housing California XXIII LP 4200 Calle Real Santa Barbara CA 93110 820560494 Low income housing CA 1902397 13642472 St Vincent's Institution Casa Caritas LLC 4200 Calle Real Santa Barbara CA 93110 932877236 Managing for charitable purposes, properties and investments, supporting SVI CA 80991 3655344 St Vincent's Institution St Louise Housing LLC 4200 Calle Real Santa Barbara CA 93110 612108897 Managing for charitable purposes, properties and investments, supporting SVI CA 0 0 St Vincent's Institution Vincent's Village LLC 4200 Calle Real Santa Barbara CA 93110 372107851 Managing for charitable purposes, properties and investments, supporting SVI CA 0 0 St Vincent's Institution Villa Caridad 4200 Calle Real Santa Barbara CA 93110 680387620 Low income housing CA 501(c)(3) Line 10 St Vincent's Institution 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 1 0 0 0 0 Villa Caridad J 8667 At cost Villa Caridad L 116273 At cost Villa Caridad O 288165 At cost