2024-03-13T22:27:00-05:00 2023-06-30 954557617 Harrington Group CPAs LLP 2698 Mataro Street Pasadena CA 91107 990 2022-07-01 951643367 St Vincent's Institution STVI 8056836381 4200 Calle Real Santa Barbara CA 93110 Rosa Paredes President/CEO 8056836381 2024-03-13 1 Rosa Paredes 999009999 1 Oswaldo D Torres CPA P02465082 6264036801 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z St Vincent's Rosa Paredes 4200 Calle Real Santa Barbara CA 93110 7518788 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 72 64 0 0 2887569 2611114 2537802 3591873 935538 262775 930740 977814 7291649 7443576 14715 8598 0 0 4075804 4217670 0 0 581955 2937645 5388506 7028164 9614774 263485 -2171198 18383813 32109840 7246048 28335837 11137765 3774003 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 2025527 2372929 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. 1679575 235417 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, 36 clients were served for 248 days. 2205222 933455 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, 362 clients were served for 365 days. 92155 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 tai chi 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 such as participating in Showers of Blessing, which provide hot showers, dignity and well-being to our homeless neighbors; 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. 11951 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. 912702 8598 50072 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. 730778 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. At the end of June 2023, the Center provided case management and referral services and distributed over 30,000 meals during the year. 1747586 8598 50072 7657910 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 61 0 1 72 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 Jeanette Duncan Board Member (End 12/22) 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 (Start 1/23) 2.00 X 0 0 0 Rosa Paredes CEO-President 40.00 X X 243282 0 18679 Naomi Fujioka CFO-VP Of Finance 40.00 X 170859 0 6891 Regina Ruiz Chief Development Officer 40.00 X 164468 0 12774 Shakesha Williams Financial Controller & Dir. Of IT 40.00 X 125915 0 10094 Antonio Frausto VP of Facilities 40.00 X 109830 0 9974 Mary Manzo VP of Housing 40.00 X 105305 0 18149 919659 0 76561 6 0 1 0 Outside Open 19 W Carrillo St Santa Barbara CA 93101 I.T. services 132598 Big Green Cleaning Company 5551 Ekwill Street Goleta CA 93111 Cleaning services 100249 2 155185 94212 2361717 62944 2611114 Rental Income 611710 3306384 3306384 Tuition & Program Fees 611710 285489 285489 3591873 262775 262775 75212 155185 75212 0 15840 0 15840 15840 Other income 541200 373242 373242 Reimbursements 531390 318562 318562 Electricity income 221000 270170 270170 961974 7443576 3591873 0 1240589 X 8598 8598 645874 356646 97099 192129 2795440 2150006 443673 201761 101149 72975 16393 11781 341203 249672 56304 35227 334004 243424 52703 37877 147891 147891 7924 7924 50732 50732 1432347 1190126 203795 38426 27131 13601 155 13375 236892 181553 47603 7736 69794 39950 19874 9970 1315633 1229849 78927 6857 33971 16105 17479 387 29990 10546 17636 1808 359547 389826 -30279 1139465 1070955 56463 12047 134733 106188 19729 8816 Repairs & maintenance 218782 190412 28370 Food purchases 84905 84905 Dues & subscriptions 36241 12365 21148 2728 Staff develop. & trng. 35287 21365 12892 1030 27241 18843 8398 9614774 7657910 1374909 581955 1068129 3288467 424795 627021 240046 544002 58589 114033 57842155 36166933 6452225 21675222 8620515 4129554 0 14069 1519514 1717472 18383813 32109840 453613 637702 1153123 821680 5525000 26570319 114312 306136 7246048 28335837 X 7860141 200036 3277624 3573967 11137765 3774003 18383813 32109840 X -2171198 136636 -5329200 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2063112 80374 146273 1997213 2153064 222004 -311956 2063112 2077543 518301 442780 2153064 2178399 19129 119985 2077543 2171101 7298 2178399 0.76450 0.16240 0.07310 0 0 3143576 3143576 52401897 35130620 17271277 183351 132945 50406 2113331 903368 1209963 21675222 Pooled Investment Fund-Fund P 3259952 F Cash Surrender Value of Life Insurance 869602 F 4129554 Charitable Trust Agreements and Perpetual Trusts 1555005 Right-of-use assets 162467 1717472 Other liabilities 143669 Right-of-use liabilities 162467 306136 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 176375 135036 41339 6163 17354 12711 5111 Fashion 54022 20149 33873 600 1846 24149 7278 230397 155185 75212 6763 19200 36860 12389 75212 0 15840 0 15840 15840 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 21 8598 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 243282 0 0 0 0 0 10598 0 8081 0 261961 0 0 0 Naomi Fujioka CFO-VP Of Finance 170859 0 0 0 0 0 6891 0 0 0 177750 0 0 0 Regina Ruiz Chief Development Officer 164468 0 0 0 0 0 6955 0 5819 0 177242 0 0 0 X 9614 Est. market value X 22635 50188 per lbs. avg. per FA X Gift Cards 184 2297 Estimated FMV X Event tickets 29 606 Estimated FMV X Office equipment 1 239 Estimated 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 878,627. Management and general expenses 0. Fundraising expenses 12,573. Total expenses 891,200. Contract services: Program service expenses 311,499. Management and general expenses 203,795. Fundraising expenses 25,853. Total expenses 541,147. Form 990, Part XI, line 9: Cash surrender value of life insurance 44,533. Change in value of interest in perpetual trusts 50,200. Change in value of charitable trust agreements 15,989. Consideration paid for noncontolling interest in partnership -242,418. Assignment of noncontrolling interest in partnership -6,155,922. Loss in operations for noncontrolling partnership interest 514,179. Adjustment to include the net assets of subsidiaries 444,239. Vincent's Ministries LLC 4200 Calle Real Santa Barbara CA 93110 364838475 Managing for charitable purposes, properties and investments, supporting SVI CA 2979167 3461130 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 390796 3405904 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 135000 117834 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 0 0 St Vincent's Institution Mercy Housing California XXIII LP 4200 Calle Real Santa Barbara CA 93110 820560494 Low income housing CA 945309 15502349 St Vincent's Institution Mercy Housing California XXIII LP 4200 Calle Real Santa Barbara CA 93110 820560494 Low income housing CA 501(c)(3) Line 10 St Vincent's Institution 0 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 0 0 1 0 1 0 0 1 0 0 Mercy Housing California XXIII LP L 17500 At cost Mercy Housing California XXIII LP N 5666 At cost Villa Caridad L 111235 At cost Villa Caridad Q 244508 At cost Villa Caridad N 8667 At cost Schedule R, Part I: At the start of the reporting period, Mercy Housing California, XXIII, LP ("Mercy Housing") was recognized as a related tax-exempt organization. Effective January 2023, Mercy Housing became a disregarded entity. As a result of this classification change, Mercy Housing is being reported within Part I and Part II.