2026-08-05T14:10:23-05:00 2025-09-30 390859910 BAKER TILLY ADVISORY GROUP LP 333 BUSH STREET STE 1000 SAN FRANCISCO CA 94104 990 2024-10-01 941207701 ST VINCENT DE PAUL SOCIETY DISTRICT COUNCIL OF MARIN COUNTY STVI 4154543303 PO BOX 150527 SAN RAFAEL CA 94915 CHRISTINE C PAQUETTE CEO 4155453303 2026-08-04 1 1 QI WEN LIANG P01270238 4159561500 2026-08-04 2024 2025-03-06 01:10:19Z CHRISTINE C PAQUETTE PO BOX 150527 SAN RAFAEL CA 94915 9475002 0 X HTTPS://WWW.VINNIES.ORG/ X 1967 CA WE BELIEVE THAT EVERYONE NEEDS FOOD, SHELTER, DIGNITY, AND A CHANCE FOR A BETTER LIFE. 19 19 46 220 0 0 7895418 6560723 253942 386931 327962 322077 201541 66859 8678863 7336590 3267321 3010601 0 0 3539193 3836988 0 0 701367 1203277 1225804 8009791 8073393 669072 -736803 12690709 12715564 718724 1520103 11971985 11195461 X BECAUSE WE BELIEVE IN THE DIGNITY OF ALL PEOPLE, THE ST. VINCENT DE PAUL SOCIETY OF MARIN OFFERS COMPASSIONATE, INDIVIDUALIZED ASSISTANCE TO HELP OUR NEEDIEST NEIGHBORS OBTAIN NUTRITIOUS FOOD, AFFORDABLE HOUSING, MEANINGFUL EMPLOYMENT, AND A VOICE IN THEIR OWN COMMUNITY. 0 0 3628050 1459222 386931 HOMELESSNESS SERVICES - THE MARIN HOMELESS OUTREACH TEAM (HOT) IS A COLLABORATIVE EFFORT AMONG LOCAL PUBLIC AGENCIES AND NONPROFIT ORGANIZATIONS DESIGNED TO BRIDGE SERVICE GAPS AND ASSIST INDIVIDUALS WITH THE GREATEST NEEDS IN ACCESSING PERMANENT HOUSING. USING NATIONALLY RECOGNIZED BEST PRACTICES, HOT FOCUSES ON A SMALL NUMBER OF INDIVIDUALS EXPERIENCING CHRONIC HOMELESSNESS AT ANY GIVEN TIME AND DEVELOPS A PERSONALIZED HOUSING PLAN FOR EACH PARTICIPANT. THESE PLANS MAY INCLUDE ACCESS TO BEHAVIORAL HEALTH TREATMENT, FAMILY REUNIFICATION SERVICES, OR WRAPAROUND CASE MANAGEMENT, ALL WITH THE GOAL OF SECURING PERMANENT HOUSING AS QUICKLY AS POSSIBLE THAT IS APPROPRIATE TO THE INDIVIDUAL'S NEEDS. IN ADDITION, RAPID RESPONSE SERVICES ARE AVAILABLE TO ALL MARIN COUNTY RESIDENTS CURRENTLY EXPERIENCING HOMELESSNESS. RAPID RESPONSE PROVIDES EMERGENCY ASSISTANCE BY PHONE OR THROUGH A WALK-IN SERVICE CENTER (NO APPOINTMENT NECESSARY). SERVICES MAY INCLUDE CLOTHING, TRANSPORTATION, HOUSING SEARCH ASSISTANCE, RENTAL DEPOSITS, SHORT-TERM RENTAL ASSISTANCE, AND SHORT-TERM HOUSING CASE MANAGEMENT. THE OBJECTIVE IS TO HELP INDIVIDUALS REGAIN STABILITY AND TRANSITION INTO SAFE, AFFORDABLE, PERMANENT HOUSING. 1589348 744642 0 FREE DINING ROOM - THE FREE DINING ROOM WAS CREATED IN 1981 TO SERVE MARIN COUNTY'S HUNGRY CITIZENS NUTRITIOUS, WELL-BALANCED MEALS IN A WELCOMING ATMOSPHERE. THE FREE DINING ROOM HAS SERVED MORE THAN 2 MILLION MEALS SINCE THEN, OFTEN PROVIDING THE ONLY SUSTENANCE OF THE DAY FOR THOSE WHO EAT THERE. MANY DINERS ARE MARIN'S "WORKING POOR," STRUGGLING TO STAY HOUSED, LIVING IN POVERTY, AND TRYING TO MAKE ENDS MEET. THE DINING ROOM SERVES SENIOR CITIZENS, VETERANS, AND PEOPLE WITH DISABILITIES, BOTH HOMELESS AND HOUSED IN THE COMMUNITY. THE DINING ROOM CURRENTLY SERVES OVER 200,000 MEALS ANNUALLY. 1213778 806737 0 CONFERENCES - IN MOST CATHOLIC PARISHES WITHIN MARIN COUNTY, SMALL GROUPS OF MEN AND WOMEN ORGANIZE LOCAL VOLUNTEER EFFORTS TO ASSIST NEIGHBORS IN NEED. THESE GROUPS, KNOWN AS CONFERENCES, PROVIDE HELP TO PEOPLE OF ALL FAITHS AND BACKGROUNDS, PREVENTING EVICTION AND HOMELESSNESS BY ADDRESSING FINANCIAL CRISES ON A CASE BY CASE BASIS. SOME OF THE SERVICES OFFERED INCLUDE EMERGENCY FINANCIAL ASSISTANCE FOR UTILITIES AND RENT, FOOD PANTRIES, AND ASSISTANCE WITH OBTAINING CLOTHING AND FURNITURE. WHILE NOT SOCIAL WORKERS, VOLUNTEERS ALSO PROVIDE SOLACE AND COMFORT FOR PEOPLE AT RISK OF ISOLATION AND DEPRESSION. 6431176 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 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 0 0 0 0 1 14 0 1 46 1 0 0 0 0 0 1 1 0 0 0 1 0 0 0 X 19 19 0 0 1 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 CA X X SHIRLEY TONG 4154543303 PO BOX 150527 SAN RAFAEL CA 94915 SUZANNE SWIFT PRESIDENT (THRU 06/25) 16.00 0.00 X X 0 0 0 RICHARD GALLAGHER MEMBER, PRESIDENT (AS OF 06/25) 6.00 0.00 X X 0 0 0 RANDY CHAPMAN - VICE PRESIDENT (THRU 08/25), REAL ESTATE CHAIR 1.00 0.00 X X 0 0 0 JUDITH WALSH CASSIDY SECRETARY 1.00 0.00 X X 0 0 0 DUANE GECK - TREASURER THRU 08/25), VICE PRESIDENT (AS OF 08/25) 8.00 0.00 X X 0 0 0 VICKI MASSERIA MEMBER, TREASURER (AS OF 08/25) 6.00 0.00 X X 0 0 0 GEOFF BAYLOR MEMBER (AS OF 08/25) 6.00 0.00 X 0 0 0 LINDA BENNEY MEMBER (THRU 04/25) 6.00 0.00 X 0 0 0 GERRI CHISHOLM MEMBER 6.00 0.00 X 0 0 0 JOHN CLARK MEMBER (THRU 08/25) 1.00 0.00 X 0 0 0 MIRIAM CONNAUGHTON MEMBER (THRU 04/25) 6.00 0.00 X 0 0 0 SHARON DOYLE MEMBER 6.00 0.00 X 0 0 0 PHIL FANT MEMBER 6.00 0.00 X 0 0 0 PETER HSU MEMBER 2.00 0.00 X 0 0 0 SUSANNE JONES MEMBER 6.00 0.00 X 0 0 0 FRANK LINDH MEMBER 6.00 0.00 X 0 0 0 MARJIE MOHROR MEMBER (THRU 10/24) 6.00 0.00 X 0 0 0 BOB MOODY MEMBER 6.00 0.00 X 0 0 0 MIKE PAUTLER MEMBER (THRU 08/25) 6.00 0.00 X 0 0 0 CATHERINE PLOCKI MEMBER 6.00 0.00 X 0 0 0 STEVE RAYBURN GOVERNANCE CHAIR 7.00 0.00 X 0 0 0 DANIEL RABB MEMBER (THRU 08/25) 6.00 0.00 X 0 0 0 HANK RYAN MEMBER 6.00 0.00 X 0 0 0 SUSAN SAUER MEMBER 6.00 0.00 X 0 0 0 WINDI SNEARLY MEMBER (THRU 12/24) 1.00 0.00 X 0 0 0 MARILYN WILLIAMS MEMBER 6.00 0.00 X 0 0 0 JOHN ZEITER MEMBER 6.00 0.00 X 0 0 0 CHRISTINE PAQUETTE CEO 40.00 0.00 X 220953 0 35689 SHIRLEY TONG CFO (AS OF 07/25) 40.00 0.00 X 104503 0 6516 KATHLEEN WOODCOCK CHIEF PHILANTHROPY OFFICER 40.00 0.00 X 188668 0 21672 MEREDITH PARNELL CHIEF PROGRAM DIRECTOR 40.00 0.00 X 150509 0 34956 664633 0 98833 4 0 1 0 KEITH TADDER CONSTRUCTION PO BOX 151682 SAN RAFAEL CA 94914 GENERAL CONTRACTOR 187687 1 X 309053 2360739 3890931 1087406 6560723 LOW INC. HOUSING - RENT 531110 386931 386931 386931 147408 147408 1863085 19272 1707688 0 155397 19272 174669 174669 480379 309053 427224 53155 53155 17189 3500 13689 13689 MISCELLANEOUS 900099 15 15 15 7336590 386931 0 388936 3010601 3010601 951165 282908 399191 269066 2395690 2087905 96694 211091 72335 64374 2945 5016 185928 160498 5886 19544 231870 166946 32462 32462 16488 16488 136689 136689 21824 21824 59384 20400 23984 15000 20771 11634 4146 4991 79467 36628 8693 34146 134572 75378 26861 32333 70639 61930 7465 1244 7013 3661 2995 357 3200 2437 763 1498 1498 218813 169293 42446 7074 88325 59906 24359 4060 REPAIRS AND MAINTENANCE 206221 138674 53979 13568 TAXES, LICENSES, FEES 47539 22788 14353 10398 FOOD 15686 15686 DUES & SUBSCRIPTIONS 10648 485 2882 7281 87027 41481 12573 32973 8073393 6431176 940850 701367 1979189 819086 0 1429535 874102 200000 0 323129 68089 90629 9023656 2892051 6250762 6131605 3510851 3677564 7716 44016 12690709 12715564 385434 473015 235580 979108 25182 26680 72528 41300 718724 1520103 X 11014935 10548085 957050 647376 11971985 11195461 12690709 12715564 -736803 -39721 0 X 0 1 X 1 0 X 7408228 9377373 5700846 7895418 6560723 36942588 7408228 9377373 5700846 7895418 6560723 36942588 2255472 34687116 100720 99838 113430 156612 147408 618008 0 575652 347738 200541 66844 1190775 15 15 38751386 1721001 0.89510 0.89800 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1991733 1991733 6502328 2445975 4056353 529595 446076 83519 6131605 TENANT SECURITY DEPOSITS 41300 41300 X 7705768 -39721 430723 391002 7314766 21824 21824 7336590 8482292 430723 430723 8051569 21824 21824 8073393 PART X, LINE 2: THE SOCIETY IS A NOT-FOR-PROFIT ORGANIZATION THAT HAS BEEN GRANTED EXEMPTION FROM FEDERAL AND STATE INCOME TAXES UNDER INTERNAL REVENUE CODE (IRC) SECTION 501(C)(3) AND BY THE CALIFORNIA FRANCHISE TAX BOARD. ACCORDINGLY, THERE IS NO PROVISION FOR FEDERAL OR STATE INCOME TAXES. THE SOCIETY IS ORGANIZED UNDER SECTION 501(C)(3) OF THE IRC AND SECTION 23701D OF THE CALIFORNIA REVENUE AND TAXATION CODE. ACCORDINGLY, THE SOCIETY IS EXEMPT FROM PAYING FEDERAL AND CALIFORNIA INCOME TAXES EXCEPT ON ANY UNRELATED BUSINESS INCOME. THE SOCIETY HAD NO UNRELATED BUSINESS INCOME FOR THE YEAR ENDED SEPTEMBER 30, 2025. THE SOCIETY HAS ADOPTED THE ACCOUNTING GUIDANCE RELATED TO UNCERTAIN TAX POSITIONS, AND HAS EVALUATED ITS TAX POSITIONS TAKEN FOR ALL OPEN TAX YEARS. IN MANAGEMENT'S JUDGMENT THERE ARE NO UNCERTAIN TAX POSITIONS AS OF SEPTEMBER 30, 2025. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES 427,223. GAMING EXPENSES 3,500. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES 427,223. GAMING EXPENSES 3,500. PENNIES FROM HEAVEN 658882 282284 376598 1000 333091 7500 23896 3403 30450 FASHION SHOW 114990 11209 103781 7500 13112 2122 5150 1 15560 15560 789432 309053 480379 1000 333091 15000 37008 5525 35600 427224 53155 17189 1000 2500 1 0.50000 17189 1000 2500 3500 13689 CA 1 0 0 0 1.00000 0.00000 KATHLEEN WOODCOCK PO BOX 150527 SAN RAFAEL CA 94915 0 KATHLEEN WOODCOCK 0 - FINALIZE AND VERIFY THE PARTICIPANT LIST (NAMES, EMAILS, ELIGIBILITY). - CONFIRM RAFFLE RULES, TERMS, AND DEADLINES ARE CLEARLY STATED. - VERIFY ALL PRIZES AND DESCRIPTIONS ARE ACCURATE. - TEST ALL WEBSITE LINKS (ENTRY FORM, RULES PAGE, CONTACT INFO). - PREPARE AND PROOFREAD THE EMAIL CONTENT (SUBJECT LINE, BODY, CALL-TO-ACTION). SCHEDULE THE SEND TIME AND CONFIRM THE DISTRIBUTION LIST. - SET UP TRACKING/METRICS TO MONITOR RESPONSES AND ENTRIES. X 1 15470 1 EMERGENCY ASSISTANCE TO THE NEEDY 986 2265959 EMERGENCY ASSISTANCE TO THE NEEDY - IN-KIND GOODS 8500 744642 BOOK CLOTHING, FOOD, & FURNITURE PART 1, LINE 2: DIRECT ASSISTANCE TO THE NEEDY OF MARIN COUNTY IS ONE OF ST. VINCENT DE PAUL'S (SVDP) LARGEST PROGRAMS. AID IS PRIMARILY GIVEN THROUGH SVDP'S CONFERENCES. CONFERENCE ASSISTANCE PROGRAMS PROVIDE RENT AND UTILITY PAYMENTS, FOOD, TRANSPORTATION ASSISTANCE, AND OTHER BASIC HUMAN NEEDS THROUGH HOME VISITS AND INTERVIEWS CONDUCTED BY VINCENTIANS THROUGHOUT ALL OF MARIN COUNTY. CALLS FOR ASSISTANCE ARE RECEIVED THROUGH A CENTRAL HELPLINE AND FROM COLLABORATING COUNTY SERVICE AGENCIES. X X 0 0 0 0 0 0 0 0 0 CHRISTINE PAQUETTE CEO 216153 0 4800 0 0 0 9073 0 26616 0 256642 0 0 0 KATHLEEN WOODCOCK CHIEF PHILANTHROPY OFFICER 184668 0 4000 0 0 0 7359 0 14313 0 210340 0 0 0 MEREDITH PARNELL CHIEF PROGRAM DIRECTOR 146809 0 3700 0 0 0 4091 0 30865 0 185465 0 0 0 X 17 19272 SALE PRICE X 1845 744642 ESTIMATED FMV X AUCTION ITEMS 134 323492 ESTIMATED FMV 0 0 1 1 PART I, COLUMN (B): COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS. PART I, LINE 32B: THE ORGANIZATION WORKS WITH ADULT CHARITABLE RIDES TO FACILITATE DONATIONS OF VEHICLES. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE MAY ACT IN PLACE AND INSTEAD OF THE BOARD ON ALL MATTERS EXCEPT THOSE SPECIFICALLY RESERVED TO THE BOARD, AS DETAILED IN THE ORGANIZATION'S BYLAWS. FORM 990, PART VI, SECTION A, LINE 4 DURING THE 2025 FISCAL YEAR, THE ORGANIZATION ADOPTED COMPREHENSIVE REVISIONS TO ITS BYLAWS IN ORDER TO MODERNIZE GOVERNANCE PRACTICES, STRENGTHEN NONPROFIT COMPLIANCE STANDARDS, AND ALIGN LOCAL OPERATIONS MORE CLOSELY WITH THE GOVERNANCE REQUIREMENTS OF THE NATIONAL COUNCIL OF THE SOCIETY OF ST. VINCENT DE PAUL. KEY REVISIONS INCLUDED EXPANDED BOARD GOVERNANCE RESPONSIBILITIES, ENHANCED FINANCIAL OVERSIGHT AND ACCOUNTABILITY PROVISIONS, UPDATED CONFLICT-OF-INTEREST AND NONDISCRIMINATION POLICIES, FORMALIZATION OF COMMITTEE AND AUXILIARY BOARD STRUCTURES, AND CLARIFICATION OF OFFICER AND CEO AUTHORITY AND RESPONSIBILITIES. THE REVISED BYLAWS ALSO ADDED ENHANCED IRS SECTION 501(C)(3) COMPLIANCE LANGUAGE, INCLUDING PROVISIONS RELATED TO POLITICAL ACTIVITY LIMITATIONS, DISSOLUTION OF ASSETS, AND CHARITABLE USE RESTRICTIONS. ADDITIONAL UPDATES CLARIFIED ELECTION PROCEDURES, MEETING NOTICE REQUIREMENTS, AND ALIGNMENT WITH NATIONAL AND REGIONAL SOCIETY GOVERNANCE STANDARDS. FORM 990, PART VI, SECTION A, LINE 6 THE SOCIETY IS A CATHOLIC LAY ORGANIZATION OPEN TO ALL WHO WISH TO LIVE THEIR FAITH BY LOVING AND SERVING THEIR NEIGHBOR. IN COMPLIANCE WITH THE RULE OF THE SOCIETY ONLY ACTIVE MEMBERS HOLD OFFICE IN THE COUNCIL. FORM 990, PART VI, SECTION A, LINE 7A MEMBER RIGHTS - THE SOCIETY HAS MEMBERS WHO HAVE THE AUTHORITY TO ELECT DIRECTORS OF THE GOVERNING BOARD. HOWEVER, DECISIONS OF THE GOVERNING BOARD ARE NOT SUBJECT TO THE APPROVAL OF THE SOCIETY'S MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 REVIEW - AFTER THE SOCIETY'S CPA PREPARES THE FORM 990, IT IS REVIEWED BY MANAGEMENT FOR ACCURACY AND COMPLETENESS. IT IS THEN EMAILED TO THE ENTIRE BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY REQUIRES THAT ALL BOARD MEMBERS WITH A MATERIAL FINANCIAL INTEREST IN A TRANSACTION MUST DISCLOSE SUCH MATERIAL FINANCIAL INTEREST OR COMMON DIRECTORSHIP TO THE BOARD VIA AN ANNUAL DISCLOSURE FORM. THE BOARD SHALL DETERMINE WHETHER A CONFLICT EXISTS AND IN THE CASE OF AN EXISTING CONFLICT, WHETHER THE CONTEMPLATED TRANSACTION MAY BE AUTHORIZED AS JUST, FAIR, AND REASONABLE. IF A CONFLICT IS DEEMED TO EXIST, THEY MUST RECUSE THEMSELVES FROM PARTICIPATING IN ANY CONSIDERATION OR DECISION RELATED TO THE TRANSACTION. SUCH DISCLOSURE AND ABSTENTION FROM A VOTE WILL BE MADE PART OF THE RECORD OF THE BOARD'S MEETINGS. THE DECISION OF THE BOARD ON THESE MATTERS WILL REST IN THEIR SOLE DISCRETION, AND THEIR CONCERN MUST BE THE WELFARE OF THE ORGANIZATION AND THE ADVANCEMENT OF ITS PURPOSE. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION USED A FAIR PAY REPORT/SURVEY TO DETERMINE THE CEO'S COMPENSATION. COMPENSATION BASED ON THAT REPORT WAS PROPOSED TO THE BOARD EXECUTIVE COMMITTEE. THE COMMITTEE DISCUSSED AND THE BOARD CHAIR INFORMED PAYROLL OF THE NEW COMPENSATION ARRANGEMENT ONCE APPROVED. THE ORGANIZATION USED A FAIR PAY REPORT/SURVEY TO DETERMINE COMPENSATION FOR ALL OTHER OFFICERS AND KEY EMPLOYEES. COMPENSATION BASED ON THAT REPORT WAS PROPOSED TO THE HR DEPARTMENT AND CEO OF THE ORGANIZATION. THE HR DEPARTMENT AND CEO DISCUSSED AND INFORMED PAYROLL OF THE COMPENSATION ARRANGEMENT ONCE APPROVED. FORM 990, PART VI, SECTION C, LINE 19 DISCLOSURE - THE SOCIETY MAKES ITS GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, FORM 990, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VIII, FUNDRAISING: BEGINNING IN FY25, EXPENSES RELATED TO DONATED IN-KIND AUCTION ITEMS RECEIVED FOR FUNDRAISING EVENTS ARE REPORTED ON PART VIII, LINE 8B, RATHER THAN ON PART IX, LINE 2, AS PRESENTED IN PRIOR YEARS. THIS REVISED PRESENTATION IS CONSISTENT WITH FORM 990 REPORTING REQUIREMENTS. UNDER THE FORM 990 REPORTING FORMAT REQUIRED BY THE IRS, FUNDRAISING EVENTS MAY APPEAR TO GENERATE SIGNIFICANTLY LOWER NET INCOME ON PART VIII, LINE 8C BECAUSE THE CONTRIBUTION COMPONENT OF FUNDRAISING REVENUE IS REPORTED SEPARATELY FROM GROSS RECEIPTS. HOWEVER, WHEN CONSIDERING BOTH FUNDRAISING EVENT GROSS INCOME AND RELATED CONTRIBUTIONS, THE FUNDRAISING ACTIVITIES GENERATED HIGHER NET INCOME, AS SUMMARIZED BELOW: GROSS INCOME FROM FUNDRAISING EVENTS $480,379 CONTRIBUTIONS FROM FUNDRAISING EVENTS $309,053 TOTAL FUNDRAISING GROSS RECEIPTS $789,432 LESS: FUNDRAISING EXPENSES ($427,224) FUNDRAISING NET INCOME $362,208 191 KENWOOD COURT LLC 191 KENWOOD COURT NOVATO CA 94945 821282914 REAL ESTATE RENTAL CA 78000 691171 ST VINCENT DE PAUL SOCIETY DIST COUNCIL OF MARIN COUNTY PARIS PARK & UNION LLC 119 PARK STREET SAN RAFAEL CA 94901 821554324 REAL ESTATE RENTAL CA 181099 2184190 ST VINCENT DE PAUL SOCIETY DIST COUNCIL OF MARIN COUNTY