2024-01-25T16:05:39-06:00 2023-06-30 030225774 GALLAGHER FLYNN & COMPANY LLP 725 COMMUNITY DRIVE SUITE 401 SOUTH BURLINGTON VT 05403 990 2022-07-01 030181216 VERMONT CATHOLIC CHARITIES INC VERM 8026586111 55 JOY DRIVE SO BURLINGTON VT 05403 MARY BETH PINARD EXECUTIVE DIRECTOR 8026586111 2024-01-24 1 MARY BETH PINARD 999009999 0 STEVEN M AUSTIN CPA P02385259 8028631331 2024-01-24 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z MARY BETH PINARD 55 JOY DRIVE SO BURLINGTON VT 05403 10712665 0 X SEE SCHEDULE O X 1929 VT STATEWIDE SOCIAL SERVICES AGENCY WITH PROGRAMS INCLUDING RESIDENTIAL CARE HOMES, COUNSELING SERVICES AND EMERGENCY AID. 5 5 244 400 0 0 1852328 1537024 5494879 6070175 703091 -54127 393 1548 8050691 7554620 178706 212920 0 0 4687561 5072281 0 0 15361 2926129 4180771 7792396 9465972 258295 -1911352 11749456 11146858 707944 1026612 11041512 10120246 X VERMONT CATHOLIC CHARITIES, INC. (VCCI) IS A STATEWIDE SOCIAL SERVICES AGENCY WHICH HAS BEEN PROVIDING SERVICES TO THE YOUNG AND ELDERLY, INDIVIDUALS, AND FAMILIES, AND THE IMPRISONED OF ALL FAITHS SINCE 1929. PROGRAMS INCLUDE EMERGENCY AID, RESIDENTIAL CARE HOMES AND COUNSELING SERVICES. 0 0 8361203 5828693 VCCI OPERATES FOUR RESIDENTIAL CARE HOMES LICENSED BY THE STATE OF VERMONT WITH LOCATIONS IN BURLINGTON, DERBY LINE AND RUTLAND. OUR MISSION IS TO PROVIDE RESIDENTS WITH A SAFE, CARING AND HOMELIKE ENVIRONMENT, IN WHICH EVERY PERSON CAN ENJOY A PLEASANT LIVING EXPERIENCE. WE PROVIDE PRIVATE ROOMS AND SUITES TO INDIVIDUALS WHO REQUIRE MILD TO MODERATE SUPERVISION AND OVERSIGHT WITH DAILY ACTIVITIES. THE EXCEPTIONAL STAFF PROVIDES RESIDENT-CENTERED CARE SO THAT RESIDENTS CAN MAINTAIN THE ULTIMATE LEVEL OF INDEPENDENCE. 366143 241482 MENTAL HEALTH COUNSELING IS PROVIDED BY PROFESSIONAL SOCIAL WORKERS AND MENTAL HEALTH CLINICIANS TO FAMILIES AND INDIVIDUALS FROM ALL FAITH TRADITIONS AND BACKGROUNDS. WE SEEK TO OFFER HOPE, SUPPORT, COMPASSION AND THE OPPORTUNITY FOR HEALTHY, PERSONAL GROWTH. THE GOAL IS TO HELP PEOPLE INCREASE THEIR SELF-ESTEEM, COPE MORE EFFECTIVELY WITH STRESS AND REDUCE ISOLATION. COUNSELING HELPS INDIVIDUALS AND FAMILIES DEVELOP AND STRENGTHEN COMMUNICATION SKILLS TO BUILD AND SUSTAIN HEALTHY RELATIONSHIPS AND LIVE MORE SATISFYING LIVES. TELEHEALTH SERVICES ARE PROVIDED VIA HIPAA COMPLIANT PLATFORMS. MOST HEALTH INSURANCES ARE ACCEPTED. TO ENSURE AFFORDABILITY AND ACCESS TO ALL, REDUCED RATE COUNSELING SERVICES ARE AVAILABLE. 286753 212920 THE EMERGENCY AID PROGRAM PROVIDES FINANCIAL AND EMOTIONAL HELP TO INDIVIDUALS AND FAMILIES THROUGHOUT VERMONT WHO FACE AN UNEXPECTED CRISIS OR WORRY ABOUT HOW THEY ARE GOING TO MEET THEIR MOST BASIC NEEDS. THE CLIENTS SERVED ARE THE EMPLOYED, THE UNEMPLOYED, THE UNDEREMPLOYED, AND RETIREES. FEDERAL AND STATE ASSISTANCE PROGRAMS TIED TO THE COVID-19 PANDEMIC HAVE BEEN ELIMINATED WHILE COSTS OF RENT, ELECTRICITY, FUEL, AND FOOD CONTINUE TO RISE. THESE FACTORS HAVE HEIGHTENED THE NEEDS OF THE POPULATION WE SERVE AND HAVE BROUGHT NEW FAMILIES TO US FOR HELP. IN ADDITION, VCCI PROVIDES LIMITED FINANCIAL SUPPORT TO NEWLY RELEASED INMATES TO HELP THEM HAVE A CHANCE AT A NEW START. ASSISTANCE MIGHT INCLUDE: GROCERY CARDS, BACK RENT OR SECURITY DEPOSITS, AND OUTSTANDING UTILITY OR FUEL BILLS FOR THOSE FACING SHUT OFFS. VCCI ALSO OFFERS CASE MANAGEMENT TO CLIENTS WHERE THEY LEARN HOW TO NAVIGATE THROUGH SYSTEMS AND COMMUNITY RESOURCES. THE GOAL IS TO EMPOWER CLIENTS THROUGH EDUCATION, ADVOCACY, AND NETWORKING TO IMPROVE THEIR ABILITY TO BE SELF-SUFFICIENT. VCCI'S EMERGENCY AID PROGRAM SERVED 1,831 INDIVIDUALS THROUGHOUT VERMONT.FOR OVER 28 YEARS, VCCI HAS PROVIDED FINANCIAL HELP TO INDIVIDUALS AND FAMILIES DURING THE HOLIDAY SEASON THROUGH THE ADVENT APPEAL. IN DECEMBER 2022, 956 INDIVIDUALS RECEIVED FOOD CARDS, GIFT CARDS, FUEL/UTILITY ASSISTANCE, OR HELP WITH BACK RENT. 1548 OTHER 1548 9014099 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 33 0 1 244 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 X MARY BETH PINARD 8026586111 55 JOY DRIVE SO BURLINGTON VT 05403 BISHOP CHRISTOPHER COYNE PRESIDENT AND TREASURER 2.00 35.00 X X 0 51630 2600 REV MSGR PETER ROUTHIER BOARD MEMBER 0.50 X 0 0 0 REV MSGR JOHN J MCDERMOTT SECRETARY 2.00 35.00 X X 0 39424 3205 MICHAEL TOMKOWICZ BOARD MEMBER 0.50 X 0 0 0 ROBERT ROY BOARD MEMBER 0.50 X 0 0 0 MARY BETH PINARD EXECUTIVE DIRECTOR 35.00 X 128315 0 29954 128315 91054 35759 1 0 1 0 MEDICAL SOLUTIONS LLC PO BOX 850737 MINNEAPOLIS MN 558450737 NURSING SERVICES 252521 CMG CIT ACQUISITION LLC PO BOX 306478 NASHVILLE TN 372306748 NURSING SERVICES 203219 2 400000 221697 915327 1537024 RESIDENTAL CARE HOMES 623000 5828693 5828693 COUNSELING SERVICES 624100 241482 241482 6070175 117257 117257 2986661 3158045 -171384 -171384 -171384 OTHER REVENUE 624100 1548 1548 1548 7554620 6017596 0 0 X 212920 212920 150808 134087 12197 4524 4098127 3870653 218349 9125 134252 123084 10889 279 386350 344215 41148 987 302744 284903 17395 446 2291 2291 20625 20625 22684 22684 2499925 2479210 20715 52428 49400 3028 247961 231608 16353 53269 28775 24494 529708 528852 856 23427 23427 15527 15527 170329 170329 141056 136738 4318 FOOD 359543 359543 41998 36355 5643 9465972 9014099 436512 15361 272406 95558 624742 291139 238173 34072 28319 3174378 1786440 1340391 1387938 6216539 5059299 3594909 3712829 11749456 11146858 540611 826612 67333 0 100000 200000 707944 1026612 X 5845364 4320654 5196148 5799592 11041512 10120246 11749456 11146858 -1911352 990086 0 X X 0 1 X 1 0 X 435483 503868 879187 863769 1137024 3819331 5489710 5850512 5359413 5439907 6070175 28209717 5925193 6354380 6238600 6303676 7207199 32029048 202679 201075 201300 222660 1050134 1877848 328804 161044 489848 202679 201075 201300 551464 1211178 2367696 29661352 149532 152087 131211 121949 117257 672036 149532 152087 131211 121949 117257 672036 25435 25607 1970 393 1548 54953 6100160 6532074 6371781 6426018 7326004 32756037 0.90550 0.93320 0.02050 0.02170 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 4652414 373811 446117 4580108 5232949 94261 -531826 142970 4652414 3721648 739862 833743 62304 5232949 3687108 19714 122168 107342 3721648 3204154 626906 -143952 3687108 0.74000 0.26000 1 0 2876912 1581635 1295277 200010 117842 82168 97456 86963 10493 1387938 BENEFICIAL INTERESTS 3699668 DUE FROM ROMAN CATHOLIC DIOCESE (RELATED PARTY) 13161 3712829 X 9975517 990084 1453497 2443581 7531936 22684 22684 7554620 10896785 1453497 1453497 9443288 22684 22684 9465972 PART V, LINE 4: THE VCCI ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND ANY FUNDS DESIGNATED BY THE BOARD OF INCORPORATORS TO FUNCTION AS ENDOWMENTS. AS REQUIRED BY GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS, INCLUDING FUNDS DESIGNATED BY THE BOARD OF INCORPORATORS TO FUNCTION AS ENDOWMENTS, ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. VCCI HAS A POLICY OF APPROPRIATING FOR DISTRIBUTION EACH YEAR 5 PERCENT OF ITS ENDOWMENT FUND'S FAIR VALUE ON THE CALENDAR YEAR END PROCEEDING THE FISCAL YEAR IN WHICH THE DISTRIBUTION IS PLANNED. ENDOWMENT FUNDS ARE USED FOR THE GENERAL MISSION OF VERMONT CATHOLIC CHARITIES AS WELL AS SPECIFIC PURPOSES INCLUDING THE CARE FOR POOR AND NEEDY CHILDREN IN CHITTENDEN COUNTY, CATHOLIC HEALTHCARE AND EMERGENCY AID. PART X, LINE 2: EACH YEAR, MANAGEMENT CONSIDERS WHETHER ANY MATERIAL TAX POSITION VCCI HAS TAKEN IS MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPLICABLE TAXING AUTHORITY. MANAGEMENT BELIEVES THAT ANY POSITIONS VCCI HAS TAKEN ARE SUPPORTED BY SUBSTANTIAL AUTHORITY AND, THEREFORE, DO NOT NEED TO BE MEASURED OR DISCLOSED IN THESE CONSOLIDATED FINANCIAL STATEMENTS. TAX RETURNS FOR THE MOST RECENT THREE YEARS ARE SUBJECT TO EXAMINATION BY TAX AUTHORITIES. 1 EMERGENCY AID ASSISTANCE 1831 137185 HOLIDAY ASSISTANCE 956 51535 EDUCATIONAL ASSISTANCE 13 24200 PART I, LINE 2: ASSISTANCE IS AWARDED BASED ON CRITERIA FOR THE PROGRAM. APPLICATIONS FOR ASSISTANCE ARE COMPLETED AND REVIEWED CONSIDERING THESE CRITERIA. DOCUMENTATION IS MAINTAINED TO SUPPORT THE DISBURSEMENTS. 0 0 0 0 0 0 0 0 0 MARY BETH PINARD EXECUTIVE DIRECTOR 128315 0 0 0 0 0 27509 0 2445 0 158269 0 0 0 FORM 990, PAGE 1, QUESTION J: COMPLETE WEBSITE IS HTTPS://WWW.VERMONTCATHOLIC.ORG/MINISTRIES-PROGRAMS/CATHOLIC-CHARITIES/ FORM 990, PART VI, SECTION B, LINE 11B THE EXECUTIVE DIRECTOR, AND CONTROLLER REVIEW THE FORM 990 ON BEHALF OF THE BOARD OF INCORPORATORS. ONCE ALL ARE SATISFIED THE RETURN IS COMPLETE AND ACCURATE TO THE BEST OF THEIR KNOWLEDGE, THE RETURN IS FILED. THE BOARD AS A WHOLE IS INFORMED THAT THE RETURN HAS BEEN FILED AND THAT IT IS AVAILABLE FOR INSPECTION IF DESIRED. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD APPROVED A CONFLICTS OF INTEREST POLICY IN DECEMBER 2022. THE CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY BY THE BOARD OF INCORPORATORS. EACH MEMBER OF THE BOARD ANNUALLY SIGNS A STATEMENT AFFIRMING COMPLIANCE WITH THE POLICY AND UNDERSTANDING OF DISCLOSURE REQUIREMENTS. FORM 990, PART VI, SECTION C, LINE 19 VCCI'S GOVERNING DOCUMENTS AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONTRACT SERVICE EXPENSE - NURSING AND COUNSELING SERVICES: PROGRAM SERVICE EXPENSES 2,303,470. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,303,470. CONTRACT SERVICE EXPENSE - OTHER: PROGRAM SERVICE EXPENSES 175,740. MANAGEMENT AND GENERAL EXPENSES 20,715. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 196,455. FORM 990, PART XII, LINE 2C THE AUDIT COMMITTEE PROVIDES OVERSIGHT TO THE AUDIT. THERE HAS BEEN NO CHANGE TO THIS PROCESS FROM THE PRIOR YEAR. ROMAN CATHOLIC DIOCESE OF BURLINGTON VERMONT INC 55 JOY DRIVE SOUTH BURLINGTON VT 05403 ADMINISTRATION OF CATHOLIC CHURCHES IN VT VT 501(C)(3) 501(C)(3) 0 0 0 1 0 0 0 0 0 0 0 1 1 0 1 1 0 0 0 0 ROMAN CATHOLIC DIOCESE OF BURLINGTON VERMONT INC C 421642 ESTIMATED FAIR MARKET VALUE ROMAN CATHOLIC DIOCESE OF BURLINGTON VERMONT INC O 207320 COSTS INCURRED ROMAN CATHOLIC DIOCESE OF BURLINGTON VERMONT INC N 111949 COSTS INCURRED ROMAN CATHOLIC DIOCESE OF BURLINGTON VERMONT INC K 1227000 ESTIMATED FAIR MARKET VALUE ROMAN CATHOLIC DIOCESE OF BURLINGTON VERMONT INC L 100888 ESTIMATED FAIR MARKET VALUE