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← DIOCESAN COUNCIL FOR THE SOCIETY OF ST VINCENT DE PAUL DIOCESE PHOENIX

Form 990 for tax year 2024

Filed by DIOCESAN COUNCIL FOR THE SOCIETY OF ST VINCENT DE PAUL DIOCESE PHOENIX.

Totals

Total revenue
$107,338,374
Total expenses
$78,704,332
Contributions and grants received
$101,207,297
Grants paid
$301,522
Program service revenue
$3,667,525
Investment income
$2,321,222
Other revenue
$142,330
Total assets, end of year
$163,774,922
Total liabilities, end of year
$7,533,990
Net assets or fund balances, end of year
$156,240,932
Program services expenses (Part IX)
$68,906,663
Management and general expenses
$3,117,394
Fundraising expenses
$6,680,275
Program service expenses (Part III)
$68,906,663

Program services were 87.6% 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.

Revenue

Part VIII, the statement of revenue.

  • 1a · Federated campaigns

    $78,750

  • 1e · Government grants (contributions)

    $11,876,634

  • 1f · All other contributions, gifts and grants

    $89,251,913

  • 1g · Noncash contributions included above

    $15,571,721

  • 2a · Program service revenue: FEED

    total $2,335,647 · related or exempt $2,335,647

  • 2b · Program service revenue: CLOTHE

    total $1,000,694 · related or exempt $1,000,694

  • 2c · Program service revenue: HEAL

    total $257,918 · related or exempt $257,918

  • 2d · Program service revenue: HOUSE

    total $73,266 · related or exempt $73,266

  • 3 · Investment income

    total $1,843,136 · excluded $1,843,136

  • 6a · Gross rents

    real property $54,992

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $54,992

  • 6d · Net rental income or loss

    total $54,992 · excluded $54,992

  • 7a · Gross sales of assets other than inventory

    securities $3,086,629 · other assets $527,885

  • 7b · Less cost or other basis and sales expenses

    securities $2,985,920 · other assets $150,508

  • 7c · Gain or loss

    securities $100,709 · other assets $377,377

  • 7d · Net gain or loss

    total $478,086 · excluded $478,086

  • 10a · Gross sales of inventory

    $5,383,108

  • 10b · Cost of goods sold

    $5,383,108

  • 10c · Net income from sales of inventory

    total $0

  • 11a · Other revenue: MISCELLANEOUS

    total $87,338 · related or exempt $17,651 · excluded $69,687

  • 11e · Other revenue, total

    $87,338

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $239,562 · program services $239,562

  • 3 · Grants to foreign organizations and individuals

    total $61,960 · program services $61,960

  • 5 · Compensation of officers, directors and key employees

    total $560,094 · program services $447,549 · management and general $41,482 · fundraising $71,063

  • 7 · Other salaries and wages

    total $20,561,167 · program services $16,309,038 · management and general $1,615,486 · fundraising $2,636,643

  • 8 · Pension plan contributions

    total $519,798 · program services $427,527 · management and general $29,142 · fundraising $63,129

  • 9 · Other employee benefits

    total $3,170,411 · program services $2,605,778 · management and general $179,161 · fundraising $385,472

  • 10 · Payroll taxes

    total $1,598,339 · program services $1,313,143 · management and general $90,738 · fundraising $194,458

  • 11b · Fees: legal

    total $49,343 · management and general $49,343

  • 11c · Fees: accounting

    total $338,208 · management and general $338,208

  • 11e · Fees: professional fundraising services

    total $214,298 · fundraising $214,298

  • 11f · Fees: investment management

    total $50,913 · management and general $50,913

  • 11g · Fees: other

    total $2,587,049 · program services $1,478,098 · management and general $350,843 · fundraising $758,108

  • 12 · Advertising and promotion

    total $1,004,221 · program services $86,170 · management and general $1,311 · fundraising $916,740

  • 13 · Office expenses

    total $1,209,092 · program services $1,138,513 · management and general $19,829 · fundraising $50,750

  • 14 · Information technology

    total $1,245,753 · program services $980,173 · management and general $119,654 · fundraising $145,926

  • 16 · Occupancy

    total $1,642,842 · program services $1,544,330 · management and general $69,751 · fundraising $28,761

  • 17 · Travel

    total $842,712 · program services $839,469 · management and general $1,955 · fundraising $1,288

  • 19 · Conferences, conventions and meetings

    total $602,941 · program services $592,941 · management and general $10,000

  • 22 · Depreciation, depletion and amortization

    total $2,189,724 · program services $2,013,730 · management and general $8,367 · fundraising $167,627

  • 23 · Insurance

    total $680,089 · program services $639,308 · management and general $28,875 · fundraising $11,906

  • 24a · Other expenses: IN-KIND EXPENSES

    total $14,697,118 · program services $14,605,691 · management and general $1,356 · fundraising $90,071

  • 24b · Other expenses: CONFERENCE AND DISTRICT

    total $12,280,313 · program services $12,207,892 · management and general $72,421

  • 24c · Other expenses: CLIENT COSTS

    total $9,341,752 · program services $9,339,494 · management and general $1,736 · fundraising $522

  • 24d · Other expenses: REPAIRS & MAINTENANCE

    total $1,441,316 · program services $1,394,403 · management and general $36,823 · fundraising $10,090

  • 24e · All other expenses

    total $1,575,317 · program services $641,894 · fundraising $933,423

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $8,755,211 · end of year $13,956,353

  • 2 · Savings and temporary cash investments

    beginning of year $855,062 · end of year $6,934,003

  • 3 · Pledges and grants receivable

    beginning of year $7,307,766 · end of year $20,425,584

  • 4 · Accounts receivable

    beginning of year $315,177 · end of year $595,070

  • 7 · Other notes and loans receivable

    beginning of year $473,089 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $1,463,689 · end of year $1,576,032

  • 9 · Prepaid expenses and deferred charges

    beginning of year $520,226 · end of year $629,561

  • 10a · Land, buildings and equipment: cost or other basis

    $63,185,477

  • 10b · Land, buildings and equipment: accumulated depreciation

    $19,082,362

  • 10c · Land, buildings and equipment, net

    beginning of year $44,464,647 · end of year $44,103,115

  • 11 · Investments: publicly traded securities

    beginning of year $62,368,682 · end of year $73,153,534

  • 15 · Other assets

    beginning of year $302,751 · end of year $2,401,670

  • 17 · Accounts payable and accrued expenses

    beginning of year $4,575,331 · end of year $3,597,282

  • 25 · Other liabilities

    beginning of year $1,728,769 · end of year $3,936,708

  • 27 · Net assets without donor restrictions

    beginning of year $43,341,111 · end of year $52,970,079

  • 28 · Net assets with donor restrictions

    beginning of year $77,181,089 · end of year $103,270,853

Mission and programs · 2024

Mission

THE SOCIETY OF ST. VINCENT DE PAUL IS AN INTERNATIONAL NONPROFIT ORGANIZATION DEDICATED TO SERVING THE POOR AND PROVIDING OTHERS WITH THE OPPORTUNITY TO SERVE. THROUGH 80 PARISH CONFERENCES THE PHOENIX DIOCESAN COUNCIL HAS BEEN ASSISTING CENTRAL AND NORTHERN ARIZONA FAMILIES SINCE 1946. PROGRAMS INCLUDE SERVICES FOR THE HOMELESS, MEDICAL AND DENTAL CARE FOR THE WORKING POOR, CHARITY DINING ROOMS, FOOD BOX PROGRAMS, THRIFT STORES, A TRANSITIONAL HOUSING SHELTER AND GENERAL ASSISTANCE FOR INDIVIDUALS AND FAMILIES IN NEED. OUR URBAN FARM PROGRAM GENERATES FRESH FOOD FOR OUR DINING ROOM AND FOOD BOX PROGRAM.

Activities or mission (Part I)

HARNESSING THE POWER OF COMMUNITY AND PARTNERSHIPS TO FEED, CLOTHE, HOUSE, AND HEAL.

  • APPROXIMATELY 6,500 MEALS ARE PROVIDED DAILY THROUGH ST. VINCENT DE PAUL'S SIX CHARITY DINING ROOMS AND FOOD BOX PROGRAM. OVER 80 VOLUNTEER-RUN FOOD PANTRIES OPERATE AS A NETWORK TO PROVIDE FOOD BOXES, RENT AND UTILITY BILL ASSISTANCE AND GENERAL SUPPORT FOR INDIVIDUALS AND FAMILIES IN NEED.

    Expenses $24,128,082 · Revenue $2,335,647

  • SHELTER PROGRAMS SUPPORT OVER 600 INDIVIDUALS TRANSITIONS FROM HOMELESSNESS TO HOUSING, MANY OF WHOM ARE OLDER ADULTS OR VETERANS WHILE THEY RECEIVE CASE MANAGEMENT AND HELP TO SECURE PERMANENT HOUSING.

    Expenses $22,141,179 · Revenue $73,266

  • IN ADDITION TO PROVIDE LOW-COST ITEMS TO THE PUBLIC, ST. VINCENT DE PAUL'S THRIFT STORES PROVIDE ITEMS FREE OF CHARGE TO FAMILIES RECEIVING ASSISTANCE THROUGH ST. VINCENT DE PAUL'S OTHER PROGRAMS. THRIFT STORES ALSO GENERATE FUNDING TO SUPPORT ST. VINCENT DE PAUL'S PROGRAMS TO FEED, CLOTHE, HOUSE AND HEAL PEOPLE IN NEED.

    Expenses $10,176,417 · Revenue $1,000,694

  • ST. VINCENT DE PAUL'S VIRGINIA G. PIPER MEDICAL AND DENTAL CLINIC PROVIDES COMPREHENSIVE SERVICES TO PATIENTS WITHOUT INSURANCE. SERVICES INCLUDE OVER 20 MEDICAL SPECIALTIES AND ALL ASPECTS OF ORAL CARE. LAST YEAR, THE CLINIC PROVIDED APPROXIMATELY 17,600 MEDICAL AND DENTAL VISITS, FREE OF CHARGE, FOR UNINSURED PATIENTS. THE CLINIC IS ALSO PARTNERS WITH MEDICAL AND DENTAL SCHOOLS ACROSS ARIZONA TO HOST STUDENTS AND RESIDENT DOCTORS, PROVIDING QUALITY EDUCATION FOR STUDENTS AND COMPASSIONATE CARE FOR PATIENTS.

    Expenses $5,273,480 · Revenue $257,918

  • VARIOUS OTHER PROGRAMS - MEMBERSHIP SUPPORT FOR APPROXIMATELY 80 PARISH CONFERENCES SERVING THE POOR, VOLUNTEER SERVICES, AND SPECIAL PROJECTS. AN URBAN FARM PROGRAM PRODUCED 26 THOUSAND POUNDS OF FRESH FOOD FOR OUR FEEDING THE HUNGRY PROGRAMS. THE SOCIETY ALSO PROVIDES COLLEGE SCHOLARSHIPS FOR MEMBERS OF FAMILIES THAT WILL BE THE FIRST TO ATTEND COLLEGE THAT ARE IN NEED OF FINANCIAL ASSISTANCE.

    Expenses $7,187,505 · Grants $301,522 · Revenue $17,651

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Shirley Smalley

    PRESIDENT

    Total calculated
    $0
    Hours/week
    10

  • Mary Ann Hunter

    1ST VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    22

  • Patrick Arendt

    2ND VP, DISTRICT 12 PRESIDENT

    Total calculated
    $0
    Hours/week
    4

  • Allyn Geinosky

    3RD VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    20

  • Claire Wagner

    SECRETARY

    Total calculated
    $0
    Hours/week
    4

  • Kelly Mortensen

    TREASURER

    Total calculated
    $0
    Hours/week
    4

  • Joseph Riley

    SPIRITUAL ADVISOR

    Total calculated
    $0
    Hours/week
    25

  • Stacy Hollywood-Cotroneo

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    15

  • James Green

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Patrick Lucus

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    12

  • Jeanette Schmidt

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Stephen Zabilski

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Scott Watson

    DISTRICT 1 PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • Bernadine Hubbert

    DISTRICT 2 PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • John Wernet

    DISTRICT 3 PRESIDENT

    Total calculated
    $0
    Hours/week
    10

  • Michael Sutter

    DISTRICT 4 PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • Sharon Sammartino

    DISTRICT 5 PRESIDENT

    Total calculated
    $0
    Hours/week
    6

  • Lori Sellers

    DISTRICT 6 PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • Lucy Lopez

    DISTRICT 7 PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • Philip Brocker

    DISTRICT 8 PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • Michael Anderson

    DISTRICT 9 PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • Kritina Mohr

    DISTRICT 10 PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • Jean Renn

    DISTRICT 11 PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • Lauren Gammill

    CFO

    Total calculated
    $160,611
    From this org
    $151,632
    From related orgs
    $0
    Other
    $8,979
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $150,147
    Bonus
    $1,485
    Other
    $0
    Deferred
    $7,213
    Nontaxable benefits
    $1,766
    Filer's total
    $160,611

  • Shannon Clancy

    CEO

    Total calculated
    $170,865
    From this org
    $146,754
    From related orgs
    $0
    Other
    $24,111
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $146,754
    Bonus
    $0
    Other
    $0
    Deferred
    $7,534
    Nontaxable benefits
    $16,577
    Filer's total
    $170,865

  • Marcus Anderson

    CFO (LEFT 10/24)

    Total calculated
    $160,970
    From this org
    $141,865
    From related orgs
    $0
    Other
    $19,105
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $141,865
    Bonus
    $0
    Other
    $0
    Deferred
    $5,847
    Nontaxable benefits
    $13,258
    Filer's total
    $160,970

  • Ryan Corry

    CHIEF PHILANTHROPY OFFICER

    Total calculated
    $228,618
    From this org
    $192,886
    From related orgs
    $0
    Other
    $35,732
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $191,536
    Bonus
    $1,350
    Other
    $0
    Deferred
    $6,500
    Nontaxable benefits
    $29,232
    Filer's total
    $228,618

  • Candelario De Leon

    CHIEF MISSION ENGAGEMENT OFFICER

    Total calculated
    $228,250
    From this org
    $191,534
    From related orgs
    $0
    Other
    $36,716
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $190,165
    Bonus
    $1,369
    Other
    $0
    Deferred
    $6,000
    Nontaxable benefits
    $30,716
    Filer's total
    $228,250

  • Scott Myers

    CLINICAL DENTAL DIRECTOR

    Total calculated
    $217,448
    From this org
    $189,327
    From related orgs
    $0
    Other
    $28,121
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $188,291
    Bonus
    $1,036
    Other
    $0
    Deferred
    $1,640
    Nontaxable benefits
    $26,481
    Filer's total
    $217,448

  • Patrick Donaldson

    CHIEF OF STAFF

    Total calculated
    $162,897
    From this org
    $152,183
    From related orgs
    $0
    Other
    $10,714
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $150,720
    Bonus
    $1,463
    Other
    $0
    Deferred
    $7,534
    Nontaxable benefits
    $3,180
    Filer's total
    $162,897

  • Jessica Berg

    CHIEF PROGRAM OFFICER

    Total calculated
    $175,785
    From this org
    $145,856
    From related orgs
    $0
    Other
    $29,929
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $144,393
    Bonus
    $1,463
    Other
    $0
    Deferred
    $3,767
    Nontaxable benefits
    $26,162
    Filer's total
    $175,785

  • Mary Chou-Thompson

    CHIEF MARKETING OFFICER

    Total calculated
    $176,704
    From this org
    $138,944
    From related orgs
    $0
    Other
    $37,760
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $137,481
    Bonus
    $1,463
    Other
    $0
    Deferred
    $7,408
    Nontaxable benefits
    $30,352
    Filer's total
    $176,704

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

Answered yes

  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 7
THE ORGANIZATION PROVIDES NON-FIXED PAYMENTS TO EMPLOYEES WHO MEET ORGANIZATIONAL GOALS AND WITH THE APPROVAL OF THE BOARD OF DIRECTORS.

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.

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.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • OZ II LLC

    REAL ESTATE · AZ · income $0 · assets $18,579,368

    Directly controlled by DIOCESAN COUNCIL FOR THE SOCIETY OF ST VINCENT DE PAUL DIOCESE PHOENIX

Provenance

Return type
form_990
Tax year
2024
Filed
14 August 2026
IRS schema version
2024v5.5
Source object
202632299349301378

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