Form 990 for tax year 2023

Totals

Total revenue

$9,363,073

Total expenses

$12,891,557

Contributions and grants received

$3,455,674

Grants paid

$27,893

Program service revenue

$4,619,105

Investment income

$229,767

Other revenue

$1,058,527

Total assets, end of year

$28,278,951

Total liabilities, end of year

$28,184,877

Net assets or fund balances, end of year

$94,074

Program services expenses (Part IX)

$10,969,020

Management and general expenses

$1,441,090

Fundraising expenses

$481,447

Program service expenses (Part III)

$10,969,020

Program services were 85.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Mission and programs · 2023

• 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.

  Expenses $2,044,561 · Revenue $2,449,903

• 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.

  Expenses $1,854,328 · Revenue $261,237

• 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.

  Expenses $1,257,554 · Grants $27,893 · Revenue $52,548

• 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.

  Expenses $1,019,452 · Revenue $1,855,417

• 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.

  Expenses $12,787

• 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.

  Expenses $761,363

• 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.

  Expenses $125,040

• 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.

  Expenses $51,522

• 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.

  Expenses $3,842,413

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

• Villa Caridad

  501(c)(3) · Low income housing · CA

  Directly controlled by St Vincent's Institution

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Provenance

Return type

form_990

Tax year

2023

Filed

5 December 2024

IRS schema version

2023v5.1

Source object

202433409349301123

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