2016
Annual Report of the (Arch)Diocesan Council
(Please return this form to the US National Council Office.)
Fiscal year: / 10/1/2015 – 9/30/2016 / 1/1/2016 – 12/31/2017Deadline: / January 31, 2017 (120 Days) / March 31, 2017 (90 Days)
Reporting Period: From ______to ______.
Please enter the address of the Council office:
(Arch)Diocesan Council Name:______
Office Mailing Address: ______City: ______
State: ______Zip code: ______Office Phone (____) ______
Office e-mail address: ______
Is this Council Incorporated? Yes_____ No_____
Does the Council have its own 501c3? _____ National Group Ruling ______Catholic Directory_____ None_____
Does the Council’s 501c3 include coverage of its Districts and Conferences? Yes _____ No _____
PART 1 – (Arch)Diocesan Council Data
Please answer the following about the (Arch)Diocesan Council:
How often does the (Arch)Diocesan Council meet?
Annually_____ Quarterly_____ Bi-Monthly_____ Monthly_____ Other_____
Number of Ozanam Orientations conducted in the (Arch)Diocesan Council: ______
Total number of Ozanam Orientation attendees: ______
Does the (Arch)Diocesan Council have a Spiritual Advisor? Yes_____ No_____
Total hours worked by members doing (Arch)Diocesan Council business (including Council operated Stores and Special Works) - not reported on Conference or District Council Reports: ______
Total hours worked by non-member volunteers doing (Arch)Diocesan Council business (including Council operated Stores and Special Works): ______
Total number of people served by the (Arch)Diocesan Council (including Council operated Stores and Special Works): ______
Total value of direct service from (Arch)Diocesan Council operated Stores and Special Works: $______
Total value of in-kind goods from (Arch)Diocesan Council operated Stores and Special Works: $______
Total value of in-kind service from (Arch)Diocesan Council operated Stores and Special Works: $______
Special Comparative Datafrom
Operations, Stores and Special Works
Operated by the (Arch)Diocesan Council
Systemic Change
Number of Vincentians Trained in Bridges Out of Poverty
Number of Friends Graduated from Getting Ahead
Number of Friends Being Mentored
Number of Vincentians Engaged in Advocacy
Number of Vincentians Engaged in Systemic Change Programs
Number of Lives Changed(Future Use-Do Not Enter)
/ XXXXXXXXXXXXXXXXXNumber of People Moved Out of Poverty(Future Use-No Entry)
/ XXXXXXXXXXXXXXXXXFor Those (Arch)Diocesan Councils that Operate Stores
A Separate Stores Reports is Required
In Addition to Providing the Following Information
Number of Stores
Total Square Footage of Stores
Total Number of Donors
Retail Program – Revenue from Donated Goods
/ $Retail Program – Revenue from Goods Purchased for Resale
/ $Retail Program – Expenses from Donated Goods
/ $Retail Program – Expenses from Goods Purchased for Resale
/ $Total Number of New Employees Hired In the Stores
Donation Sources Used by Stores (check all that apply)
Donation Boxes
Donations at Store or Warehouse
Parish Collections
Home Pickups
Special Event Donations
Attended Donation Center
Other
For Those (Arch)Diocesan Councils that Operate Special Works
A Separate Special Work Report is Required for Each Special Work
Page 12016 (Arch)Diocesan Council Report
FINANCIAL REPORT OF THE (ARCH)DIOCESAN COUNCIL
(This page is to include all special works and stores of the (Arch)Diocesan Council, even if separately incorporated)
Please enter 0 if no money was collected or spent in a particular category.
LAST YEAR’S ENDING BALANCE: $______.____ADJUSTMENTS TO LAST YEAR’S ENDING BALANCE: $______.____
BEGINNING BALANCE: $______.____
Receipts collected (cash basis)
- Solidarity Contributions received from Conferences$______.____
- Contributions from Conferences within the Diocese $______.____
- Contributions from District Councils within the Diocese$______.____
- Contributions from other SVDPs outside the (Arch)Diocese$______.____
- Contributions from members at General Meeting(s)$______.____
- Contributions from the general public$______.____
- Legacies received$______.____
- Qualified Government Grants ONLY received$______.____
- Disaster Funds received$______.____
- Capital Campaign Funds received$______.____
- Other Restricted Funds received$______.____
- Receipts from Special Works (DO NOT include Stores)$______.____
- Receipts from Stores (“Total Revenue” from the Stores Report)$______.____
- Receipts from Special Fundraising Events$______.____
- Other Income$______.____
TOTAL INCOME:$______.____
Expenses (cash basis)
- Solidarity Contributions to the National Council$______.____
- Other Contributions to the National Council$______.____
(In addition to Solidarity Contributions)
- Regional contributions$______.____
- General administrative and operational costs$______.____
- Expenses of Special Works(DO NOT include Stores)$______.____
- Expenses of Stores$______.____
“Total Expenses (Wages, Benefits, Operating)” from the Stores Report
- Expenses of Special Fundraising Events$______.____
- Contributions to Disaster$______.____
- Contributions to Domestic Twinning$______.____
- Contributions to International Twinning$______.____
- Other Expenses$______.____
(Funds spent by the (Arch)Diocesan Council that are not covered in items 1-10)
TOTAL EXPENSES:$______.____
ENDING BALANCE: $______.____PART 2 – Consolidated Report of District Councils
Please answer the following about the District Councils:
Indicate the number of District Councils that meet:
Annually_____ Quarterly_____ Bimonthly_____ Monthly_____ Other_____
Number of Ozanam Orientations conducted in the District Councils: ______
Total number of Ozanam Orientation attendees: ______
The number of District Councils with a Spiritual Advisor: ______
Total hours worked by members doing District Council business (including District operated Stores and Special Works) - not reported on Conference Reports: ______
Total hours worked by non-member volunteers doing District Council business (including District operated Stores and Special Works): ______
Total number of people served by the District Council (including District operated Stores and Special Works): ______
Total value of direct service from District Council operated Stores and Special Works: $______
Total value of in-kind goods from District Council operated Stores and Special Works: $______
Total value of in-kind service from District Council operated Stores and Special Works: $______
Special Comparative Data From District Council Reports
Systemic Change
Number of Vincentians Trained in Bridges Out of Poverty
Number of Friends Graduated from Getting Ahead
Number of Friends Being Mentored
Number of Vincentians Engaged in Advocacy
Number of Vincentians Engaged in Systemic Change Programs
Number of Lives Changed (Future Use-Do Not Enter)
/ XXXXXXXXXXXXXXXXXNumber of People Moved Out of Poverty (Future Use-No Entry)
/ XXXXXXXXXXXXXXXXXFrom the District Councils
Stores Reports
Number of Stores
Total Square Footage of Stores
Total Number of Donors
Retail Program – Revenue from Donated Goods
/ $Retail Program – Revenue from Goods Purchased for Resale
/ $Retail Program – Expenses from Donated Goods
/ $Retail Program – Expenses from Goods Purchased for Resale
/ $Total Number of New Employees Hired In the Stores
Donation Sources Used by Stores (check all that apply)
Donation Boxes
Donations at Store or Warehouse
Parish Collections
Home Pickups
Special Event Donations
Attended Donation Center
Other
CONSOLIDATED FINANCIAL REPORT OF THE DISTRICT COUNCILS
Do not repeat information already used for the (Arch)Diocesan financial report. Please enter 0 if no money was collected or spent.
LAST YEAR’S ENDING BALANCE: $______.____ADJUSTMENTS TO LAST YEAR’S ENDING BALANCE: $______.____
BEGINNING BALANCE: $______.____
Receipts collected (cash basis)
- Solidarity Contributions received from Conferences$______.____
- Contributions from Conferences within the Council$______.____
- Contributions from the (Arch)Diocesan Council$______.____
- Contributions from other SVDPs$______.____
- Contributions from members at District Meeting(s)$______.____
- Contributions from the general public$______.____
- Legacies received$______.____
- Qualified Government Grants ONLY received$______.____
- Disaster Funds received$______.____
- Capital Campaign Funds received$______.____
- Other Restricted Funds received$______.____
- Receipts from Special Works (DO NOT include Stores)$______.____
- Receipts from Stores$______.____
- Receipts from Special Fundraising Events$______.____
- Other Income$______.____
TOTAL INCOME:$______.____
Expenses (cash basis)
- Solidarity Contributions to the National Council$______.____
- Other Contributions to the National Council$______.____
(In addition to Solidarity Contributions)
- Regional contributions$______.____
- General administrative and operational costs$______.____
- Expenses of Special Works(DO NOT include Stores)$______.____
- Expenses of Stores$______.____
- Expenses of Special Fundraising Events$______.____
- Contributions to Disaster$______.____
- Contributions to Domestic Twinning$______.____
- Contributions to International Twinning$______.____
- Other Expenses$______.____
(Funds spent by the District Council that are not covered in items 1-10)
TOTAL EXPENSES:$______.____
ENDING BALANCE: $______.____PART 3 – Consolidated Report of the Conferences
Please answer the following about the Conferences:
Number of Conferences at beginning of fiscal year: ______
How many Youth? ______Young Adult? ______Hispanic/Latino? ______Diverse? ______Other? ______
How many Spanish speaking? ______Another dominant language (not English or Spanish)? ______
Number of Conferences added during fiscal year: ______
How many Youth? ______Young Adult? ______Hispanic/Latino? ______Diverse? ______Other? ______
Number of Conferences removed during fiscal year: ______
How many Youth? ______Young Adult? ______Hispanic/Latino? ______Diverse? ______Other? ______
How many merged? ______Voluntarily closed? ______Closed by SVdP? ______
Number of Conferences at end of fiscal year: ______
How many Youth? ______Young Adult? ______Hispanic/Latino? ______Diverse? ______Other? ______
How many Spanish speaking? ______Another dominant language (not English or Spanish)? ______
Number of Conferences revitalized during the fiscal year: ______Need to be revitalized? ______In process? ______
Number of Conferences that meet at the following frequencies:
Weekly_____ Twice Monthly_____ Monthly_____ Other_____
Number of Conferences that have an active Spiritual Advisor: ______
Number of Conferences that did submit an Annual Report: ______Number that did not: ______
MEMBERSHIP*
(*Ethnic breakdown required for government reporting, grant applications, etc. Please assign each member to one category only.)
Asian / Black / Caucasian / HispanicLatino / Alaskan Native
American Indian / Native Hawaiian/
Other Pacific Islander / Mixed/
Other
Active (Full) – under 19
Active (Full) – 19 thru 39
Active (Full) – 40 and over
Total Active (Full)
Asian / Black / Caucasian / Hispanic Latino / Alaskan NativeAmerican Indian / Native Hawaiian/
Other Pacific Islander / Mixed/
Other
Associate – under 19
Associate – 19 thru 39
Associate– 40 and over
Total Associate
Total Membership
Total Active (Full)Total Associate
Total Members
Comparative Membership / Number / New This YearTotal All Vincentians
Total – under 19 (Youth)
Total – 19 through 39 (Young Adult)
Total Minority (Non-Caucasian)
Total Non-Vincentian Volunteers
TREASURER’S REPORT
Last Year’s Ending Balance (Required)
/$
Adjustments to Last Year’s Ending Balance
/$
Beginning Balance (Required)
/$
Receipts (Please round all figures to the nearest dollar)
- Donations from Members
- Church/Poor Box Collections
3A. Fund Raising - Special Works / $
3B. Fund Raising - Stores / $
3C. Fund Raising - Special Events/Other / $
4. Other SVdP Contributions / $
5A. Other –Qualified Government Grants / $
5B. Other - Disaster Funds / $
5C. Other - Capital Campaign Funds / $
5D. Other - Other Restricted Funds / $
5E. Other - Misc. Receipts / $
Total Receipts (1 thru 5E) / + $
Expenses
- Those We Serve
- Disaster Contributions
8A Domestic Twinning / $
8B International Twinning** / $
**Attach contact list for International Twinning Partners
Subtotal (A) (6 thru 8) / $
- Solidarity Contributions (Dues/Tithing)
- Contributions to Upper Councils
11A. Operating Expense - Special Works / $
11B. Operating Expense - Stores / $
11C. Operating Expense - Special Events / $
11D. Operating Expense - Other / $
12. Other / $
Subtotal (B) (9 thru 12) / $
Total Expenses (Subtotal A + Subtotal B) / - $
Ending Balance: Beginning Balance + Total Receipts – Total Expenses = $
“In Kind” Goods and Services Provided (Non-cash contributions)
# of People Helped(Included in Visits and Services – below) / $ Value
Goods
- Food
- Furniture
- Clothing
- Other
Subtotal 1 (I thru IV)
Services
- Legal
- Medical
- Dental
- Other
Subtotal 2 (V thru VIII)
Totals (Subtotal 1 + Subtotal 2)
Visits and Services to People
Person-to-Person Visits
/ # of Visits / # of People Helped(includes In-Kind)
- Home Visits
- Prison Visits
- Hospital Visits
- Eldercare Visits
- Other In-Person Visits
Subtotal (A thru E)
# Contacts / # of People HelpedF. Telephone-Only Contacts
Services
/ # of ServicesG. Jobs Obtained
H. Referrals
I. Travel Aid
J. Spiritual Aid/Sacraments
K. Other
Subtotal (G thru K)
Total People Helped (Add column 2: A thru F)Total Hours of Service: Members
Total Hours of Service: Non-Members
Estimated Miles in Vincentian servicesSpecial Comparative Data from Conference Reports
Systemic Change
Number of Vincentians Trained in Bridges Out of Poverty
Number of Friends Graduated from Getting Ahead
Number of Friends Being Mentored
Number of Vincentians Engaged in Advocacy
Number of Vincentians Engaged in Systemic Change Programs
Number of Lives Changed (Future Use-Do Not Enter)
/ XXXXXXXXXXXXXXXXXNumber of People Moved Out of Poverty (Future Use-No Entry)
/ XXXXXXXXXXXXXXXXXFrom the Conference Stores Reports
Number of Stores
Total Square Footage of Stores
Total Number of Donors
Retail Program – Revenue from Donated Goods
/ $Retail Program – Revenue from Goods Purchased for Resale
/ $Retail Program – Expenses from Donated Goods
/ $Retail Program – Expenses from Goods Purchased for Resale
/ $Total Number of New Employees Hired In the Stores
Donation Sources Used by Stores (check all that apply)
Donation Boxes
Donations at Store or Warehouse
Parish Collections
Home Pickups
Special Event Donations
Attended Donation Center
Other
(Arch)Diocesan Council President: ______Date: ______
(Arch)Diocesan Council Executive Director*: ______Date: ______
*If (Arch)Diocesan Council has no executive director, please leave blank.
If this report is not entered online, Mail Completed Report to:
Annual Report
National Council – Society of St. Vincent de Paul
58 Progress Parkway
Maryland Heights, MO 63043-3706
Instructions For Completing
The Annual Report of the (Arch)Diocesan Council
This report form is intended to promote more timely, accurate, and consistent reporting. It is essential to have your (Arch)Diocesan Council annual report completed properly and returned on time so that we can responsibly publish our consolidated National results and comply with the requirements of our tax-exempt status.
This report form must be used by all (Arch)Diocesan Councils. Please do not use older versions of this form. Remember that the key to good reporting is keeping good records throughout the reporting year [i.e., monthly and quarterly reporting]. Please read these instructions carefully. If you have any questions on reporting, contact your Regional Vice President or Regional IT Rep.
This report is a reflection of the (Arch)Diocesan Council, its Special Works and Stores whether they are separately incorporated or not.
Your cooperation is appreciated.
Definitions and Questions:
REPORTING PERIOD:Always a 12-month period; either the standard fiscal year of the Society (Oct. 1 – Sept. 30) or a calendar fiscal year (Jan. 1 – Dec. 31). New Councils will typically have less data than 12 months, but the dates should reflect the fiscal year.
(Arch)Diocesan Council Name: Enter the name of the (Arch)Diocesan Council.
Office Mailing Address: Enter the mailing address, city, state, zip code, and office phone number of the (Arch)Diocesan Council office.
Office e-mail Address: Enter the standard office email address if one exists.
IS THE COUNCIL INCORPORATED? Please answer “yes” or “no.” Not all Councils are formally incorporated in their state.
DOES THE COUNCIL HAVE ITS OWN 501(C)(3)? In order for donors to receive a tax deduction for the funds they donate to the Society, the Council must be registered with IRS as a non-profit organization. Indicate the source of the Council’s tax exempt status: through its own independent status, through the National Group Ruling, through the Catholic Directory, or it has none. Please note that the option of “through the Catholic Directory” is no longer to be used and all Conferences and Councils should have their own 501(C)(3) or be part of the National Group.
DOES THE COUNCIL’S 501(C)(3) INCLUDE COVERAGE OF ITS DISTRICTS AND CONFERENCES? Some (Arch)Diocesan Councils provide tax-exemption coverage for their Districts and Conferences (allowing them to use the Council’s EIN) and include them in their annual 990 report to IRS. Is this the case with your Council?
Part 1 – (Arch)Diocesan Council Data
HOW OFTEN DOES THE (ARCH)DIOCESAN COUNCIL MEET? Please check off one of the frequencies indicated: annually, quarterly, bi-monthly, monthly or other.(This refers to the Council – not its Board of Directors.)
NUMBER OF OZANAM ORIENTATIONS CONDUCTED IN THE (ARCH)DIOCESAN COUNCIL: In this question, “Ozanam Orientations” specifically refers to the nationally designed program that is intended to be used throughout the country. Enter the number of these sessions presented.
TOTAL NUMBER OF OZANAM ORIENTATION ATTENDEES: Please enter the number of people who have attended the Ozanam Orientation presentations.
DOES THE (ARCH)DIOCESAN COUNCIL HAVE A SPIRITUAL ADVISOR? A Spiritual Advisor attends the meetings regularly and participates as he/she can in the activities of the Council.
TOTAL HOURS WORKED BY MEMBERS DOING (ARCH)DIOCESAN COUNCIL WORK (INCLUDING COUNCIL OPERATED STORES AND SPECIAL WORKS) - NOT REPORTED ON CONFERENCE OR DISTRICT COUNCIL REPORTS:Enter the number of hours members have spent doing Council business, working on committees, attending Council meetings, putting on retreats, formation programs,etc.This includes hours worked at Special Works or Stores operated by the (Arch)Diocesan Council. These are not included in Conference hours or District Council hours.
TOTAL HOURS WORKED BY NON-MEMBER VOLUNTEERS DOING (ARCH)DIOCESAN COUNCIL WORK (INCLUDING COUNCIL OPERATED STORES AND SPECIAL WORKS): Enter the number of hours non-member, community service, court ordered volunteers have spent doing Council business, working on committees, attending Council meetings, putting on retreats, formation programs, etc. This includes hours worked at Special Works or Stores operated by the (Arch)DiocesanCouncil.
TOTAL NUMBER OF PEOPLE SERVED BY THE (ARCH)DIOCESAN COUNCIL (INCLUDING COUNCIL OPERATED STORES AND SPECIAL WORKS): Enter the number of people who benefitted from the service provided by the Stores and Special Works operated by the (Arch)Diocesan Council.
TOTAL VALUE OF DIRECT SERVICE FROM (ARCH)DIOCESAN OPERATED STORES AND SPECIAL WORKS: Enter the total funds that were used as direct service for those in need. For example, if the service of the Store or Special Work included rent, utilities, bus passes, laundry tokens, etc., the amount spent for this direct aid should be entered here.
TOTAL VALUE OF IN-KIND GOODS FROM (ARCH)DIOCESAN OPERATED STORES AND SPECIAL WORKS: In-Kind goods includes items (such as food, clothing, furniture, etc.) that are donated at no cost to the Society and given directly to someone in need or put into use by the Society. Enter the estimated value of this merchandise.