2025-01-23T07:47:42-06:00 2024-06-30 030225774 GALLAGHER FLYNN & COMPANY LLP 725 COMMUNITY DRIVE SUITE 401 SOUTH BURLINGTON VT 05403 990 2023-07-01 030181216 VERMONT CATHOLIC CHARITIES INC VERM 8026586111 55 JOY DRIVE SO BURLINGTON VT 05403 MARY BETH PINARD EXECUTIVE DIRECTOR 8026586111 2025-01-21 1 0 STEVEN M AUSTIN CPA P02385259 8028631331 2025-01-20 2023 2024-10-15 13:58:12Z MARY BETH PINARD 55 JOY DRIVE SO BURLINGTON VT 05403 9395024 0 X HTTP://WWW.VTCATHOLICCHARITIES.ORG X 1929 VT STATEWIDE SOCIAL SERVICES AGENCY WITH PROGRAMS INCLUDING RESIDENTIAL CARE HOMES, COUNSELING SERVICES AND EMERGENCY AID. 5 5 184 517 0 0 1537024 719222 6070175 6900567 -54127 79491 1548 848 7554620 7700128 212920 369427 0 0 5072281 4701838 0 0 15845 4180771 2919476 9465972 7990741 -1911352 -290613 11146858 11245441 1026612 551449 10120246 10693992 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 6700231 6610983 VCCI OPERATES THREE 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. 401767 289584 MENTAL HEALTH COUNSELING IS PROVIDED BY PROFESSIONAL SOCIAL WORKERS AND MENTAL HEALTH CLINICIANS TO INDIVIDUALS AND FAMILIES FROM ALL FAITH TRADITIONS AND BACKGROUNDS. WE SEEK TO OFFER HOPE, SUPPORT, COMPASSION AND THE OPPORTUNITY FOR HEALTHY, PERSONAL GROWTH. TELEHEALTH SERVICES ARE PROVIDED VIA HIPAA COMPLIANT PLATFORMS. MOST HEALTH INSURANCES ARE ACCEPTED AND REDUCED FEE COUNSELING SERVICES ARE AVAILABLE. 215 CLIENTS RECEIVED COUNSELING. 455332 369427 THE EMERGENCY AID PROGRAM PROVIDES FINANCIAL AND EMOTIONAL HELP TO INDIVIDUALS AND FAMILIES THROUGHOUT VERMONT EXPERIENCING A CRISIS. THE TOP THREE CATEGORIES OF AID PROVIDED WERE FOOD, HOUSING (BACK RENT/SECURITY DEPOSITS) AND UTILITY BILLS (ELECTRIC, FUEL/HEATING). THE EMERGENCY AID PROGRAM MEETS A COMMUNITY NEED AS THERE IS NOT AN INCOME THRESHOLD FOR CLIENTS TO QUALIFY FOR ASSISTANCE. THIS MEANS HOUSEHOLDS WHICH MIGHT FALL THROUGH THE CRACKS ARE HELPED.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 2278 INDIVIDUALS.FOR 29 YEARS, VCCI HAS PROVIDED FINANCIAL HELP TO INDIVIDUALS AND FAMILIES DURING THE HOLIDAY SEASON THROUGH THE ADVENT APPEAL. IN DECEMBER 2023, 986 CHILDREN AND ADULTS RECEIVED FOOD CARDS, GIFT CARDS, FUEL/UTILITY ASSISTANCE, OR HELP WITH BACK RENT. THE PURPOSE OF VERMONT CATHOLIC CHARITIES 2023 FLOOD RELIEF GRANTS WAS TO PROVIDE FINANCIAL SUPPORT TO THOSE IMPACTED BY THE FLOODS. GRANT AWARDS TO LONG TERM RECOVERY GROUPS HELPED PROVIDE FUNDS TO ASSIST COMMUNITIES THROUGHOUT VERMONT WITH THEIR DIRECT RECOVERY, ENSURING THAT MOST BASIC NEEDS COULD BE MET, SUCH AS HOUSING, FOOD, AND HEAT. 848 OTHER 848 7557330 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 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 38 0 1 184 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 1 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 41895 2100 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 38892 4130 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 131418 0 27827 131418 80787 34057 1 0 1 0 MEDICAL SOLUTIONS LLC PO BOX 850737 MINNEAPOLIS MN 558450737 NURSING SERVICES 452490 1 200000 519222 719222 RESIDENTAL CARE HOMES 623000 6610983 6610983 COUNSELING SERVICES 624100 289584 289584 6900567 115157 115157 1659230 1608275 86621 50955 -86621 -35666 -35666 OTHER REVENUE 624100 848 848 848 7700128 6980906 0 0 X 138000 138000 231427 231427 165356 146322 14073 4961 3786231 3587700 189569 8962 70594 58747 11539 308 383417 334423 47796 1198 296240 280256 15568 416 13956 13956 22350 22350 17651 17651 1437141 1422664 14477 67796 62633 5163 194996 178441 16555 38124 26880 11244 456245 455275 970 32944 26465 6479 19645 19645 133280 133280 139350 135162 4188 FOOD 322186 322186 23812 17469 6343 7990741 7557330 417566 15845 95558 550172 624742 238173 253300 28319 31810 1970627 1052609 1387938 918018 5059299 5489088 3712829 4003053 11146858 11245441 826612 551449 200000 1026612 551449 X 4320654 5235669 5799592 5458323 10120246 10693992 11146858 11245441 X -290613 923049 -58690 X X 0 1 X 1 0 X 503868 879187 863769 1537024 719222 4503070 5850512 5359413 5439907 6070175 6900567 29620574 6354380 6238600 6303676 7607199 7619789 34123644 201075 201300 222660 1050134 298318 1973487 328804 161044 13375 503223 201075 201300 551464 1211178 311693 2476710 31646934 152087 131211 121949 117257 115157 637661 152087 131211 121949 117257 115157 637661 25607 1970 393 1548 848 30366 6532074 6371781 6426018 7726004 7735794 34791671 0.90960 0.90550 0.01830 0.02050 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 4580108 383045 197173 4765979 4652414 373811 446117 4580108 5232949 94261 -531826 142970 4652414 3721648 739862 833743 62304 5232949 3687108 19714 122168 107342 3721648 0.72000 0.28000 1 0 1715721 866632 849089 166406 104737 61669 88500 81240 7260 918018 BENEFICIAL INTERESTS 3664114 DUE FROM ROMAN CATHOLIC DIOCESE (RELATED PARTY) 338939 4003053 X 9775163 923047 1228329 -58690 2092686 7682477 17651 17651 7700128 9201419 1228329 1228329 7973090 17651 17651 7990741 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. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN BENEFICIAL INTERESTS WHICH RESULTED IN A LOSS. -58,690. 1 BARRE UP INC 6 NORTH MAIN ST BARRE CITY VT 05641 932440024 501(C)(3) 10000 0 FLOOD DISASTER GRANTS TO ORGANIZATIONS/LONG TERM RECOVERY GROUPS CAPSTONE COMMUNITY ACTION INC 20 GABLE PLACE BARRE VT 05641 030216254 501(C)(3) 18000 0 FLOOD DISASTER GRANTS TO ORGANIZATIONS/LONG TERM RECOVERY GROUPS CONNECTING HOPE PO BOX 1028 BARRE VT 05641 471752319 501(C)(3) 18000 0 FLOOD DISASTER GRANTS TO ORGANIZATIONS/LONG TERM RECOVERY GROUPS GUARDIAN ANGEL MINISTRIES 46 BIRCH LANE ENOSBURG FALLS VT 05450 208322307 501(C)(3) 10000 0 FLOOD DISASTER GRANTS TO ORGANIZATIONS/LONG TERM RECOVERY GROUPS NEIGHBORHOOD CONNECTIONS INC 5700 VT RE 100 SUITE 1500 LONDONDERRY VT 05148 264547219 501(C)(3) 18000 0 FLOOD DISASTER GRANTS TO ORGANIZATIONS/LONG TERM RECOVERY GROUPSFLOOD DISASTER GRANTS TO ORGANIZATIONS/LONG TERM RECOVERY GROUPS NORTHEAST KINGDOM HUMAN SERVICES PO BOX 724 NEWPORT VT 05855 030212039 501(C)(3) 10000 0 FLOOD DISASTER GRANTS TO ORGANIZATIONS/LONG TERM RECOVERY GROUPS REVITALIZING WATERBURY INC PO BOX 743 WATERBURY VT 05676 030330084 501(C)(3) 18000 0 FLOOD DISASTER GRANTS TO ORGANIZATIONS/LONG TERM RECOVERY GROUPS UNITED WAY OF LAMOILLE COUNTY INC 110 PORTLAND ST MORRISVILLE VT 05661 222774485 501(C)(3) 18000 0 FLOOD DISASTER GRANTS TO ORGANIZATIONS/LONG TERM RECOVERY GROUPS THE UPPER VALLEY HAVEN INC 713 HARTFORD AVE WHITE RIVER JCT VT 05001 030277908 501(C)(3) 10000 0 FLOOD DISASTER GRANTS TO ORGANIZATIONS/LONG TERM RECOVERY GROUPS GREEN MOUNTAIN UNITED WAY 652 GRANGER RD SUITE 6 BARRE VT 05641 030261384 501(C)(3) 8000 0 FLOOD DISASTER GRANTS TO ORGANIZATIONS/LONG TERM RECOVERY GROUPS 10 EMERGENCY AID ASSISTANCE 2118 159841 HOLIDAY ASSISTANCE 986 34142 EDUCATIONAL ASSISTANCE 14 18750 DISASTER ASSISTANCE 160 18694 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 131418 0 0 0 0 0 25064 0 2763 0 159245 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE EXECUTIVE DIRECTOR, MANAGER OF ACCOUNTING, AND TWO EXECUTIVE FINANCE COMMITTEE MEMBERS 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 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 B, LINE 13: A WHISTLEBLOWER POLICY WAS APPROVED BY THE EXECUTIVE DIRECTOR IN OCTOBER 2024. 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 1,264,438. MANAGEMENT AND GENERAL EXPENSES 14,477. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,278,915. CONTRACT SERVICE EXPENSE - OTHER: PROGRAM SERVICE EXPENSES 158,226. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 158,226. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST WHICH RESULTED IN A LOSS. -58,690. 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 0 0 1 1 0 0 1 0 ROMAN CATHOLIC DIOCESE OF BURLINGTON VERMONT INC C 297018 ESTIMATED FAIR MARKET VALUE ROMAN CATHOLIC DIOCESE OF BURLINGTON VERMONT INC O 89784 COSTS INCURRED ROMAN CATHOLIC DIOCESE OF BURLINGTON VERMONT INC N 104580 COSTS INCURRED ROMAN CATHOLIC DIOCESE OF BURLINGTON VERMONT INC K 1045625 ESTIMATED FAIR MARKET VALUE ROMAN CATHOLIC DIOCESE OF BURLINGTON VERMONT INC R 338939 NET BOOK VALUE