Society of St. Vincent de Paul District Council of Charlotte County Florida, Inc.
130 E Marion Ave
Punta Gorda FL 33951-1554
Inspired by Gospel values, the Society of St. Vincent dePaul, a Catholic lay Organization, leads women and men to join together to grow spiritually by offering person-to-person service to those who are needy and suffering, in the tradition of its founder, Blessed Frederic Ozanam, and patron, St. Vincent de Paul.
As a reflection of the whole family of God, members, who are known as Vincentians, are drawn from every ethnic and cultural background, age group and economic level.  Vincentians are united in an international society of charity by their spirit of poverty, humility and sharing, which is nourished by prayer and reflection, mutually supportive gatherings and adherence to a basic Rule.
Organized locally, Vincentians witness God's love by embracing all works of charity and justice.  The Society collaborates with other people of good will in relieving need and addressing its causes, making no distinction in those served, because in them Vincentians see the face of Christ.
CEO/Executive Director No Executive Director
Board Chair Richard Peters
Board Chair Affiliation Retired
General Info
Organization DBA
Society of St. Vincent de Paul District Council of Charlotte County Florida, Inc.
Tax Exempt Status Public Supported Charity
Incorporation Year 2008
State Charitable Solicitations Permit Yes Nov 2015
State Registration Yes 0
Financial Summary
IRS Letter of Determination
IRS Tax Determination letterView
Other Documents
District budgetView
2012 - 2013 fiscal year budgetView
Impact Statement
Home visits: 

From the Society's beginning, the central and most basic activity of Conferences has been the visitation of the needy in their homes. This is the clearest symbol of our Vincentian charism, which dictates the highest respect for the dignity of the poor. It symbolizes our Vincentian com­mitment to reach out to the needy, rather than require them to report to an outside service site.  In the home, needy persons feel most free to confide their stories of struggle. In that family set­ting,Vincentians are asked to listen, offer humble advice, and render assistance.

Vincentians always visit in pairs. This practice emphasizes the Conference's status as a commu­nity, not a collection of individuals who "do their own thing".  The visiting team is ideally com­posed of Vincentians of both genders, various age groups, and different life experiences, so that a better perspective of the needy person's situation can be gained, and various courses of action explored.  From the beginning, Vincentian visitation to the needy was done in pairs for the pro­tection both of the needy person and the members. The precedent was set by Christ Himself,when He sent out the Apostles two by two. The Society wisely continues this tradi­tion in the interest of safety, liability, and propriety.
Food Pantry:
The Society of St Vincent de Paul operates the largest non-profit food pantry in Charlotte County. 
The Society of St. Vincent de Paul provides furniture for those in need.  Each recipient is interviewed to determine their needs.  Furniture is donated to the Society.  Either the furniture is dropped off by the donor or picked up with our furniture truck.  The furniture is then assigned to a person in need based on their interview date.  The furniture is either picked up by the family in need or delivered with the furniture truck, most often it is delivered.
Needs Statement
Our biggest need is increased financial assistance.  While continuing to provide safety net services of food, clothing, household goods, furniture, and financial assistance (rent and utilities), our plan is to work with families to learn to help themselves to move them away from requiring assistance to being self sufficient.  Through our home visit program we plan to learn their total needs.  We will use the "Bridges out of Poverty" model to work with persons in poverty to move themselves out of poverty.  This is a 16 week session designed to let them look at their situation objectively and learn how to improve their situation.
Background Statement

The Vincentian Family is a worldwide, living reality. It was formed in 1833 in Paris, France. Countless persons live and breathe the spirit, tradition, and spirituality of "the Apostle of Charity and Father of the Poor", Saint Vincent de Paul.  The Vincentian Family consists of men and women, young and old, rich and poor, educated and uneducated, Eastern and Western. Family members speak common languages and obscure dialects; they live in large cities and on small islands; they are married and single, priests, deacons, and religious; they are CEOs and manual laborers. Who they are does not mat­ter; what they have in common does: their call to follow in the footsteps of St. Vincent de Paul and their desire to keep his Mission alive.

The first official meeting of the Society in the United States was held on November 20, 1845. Dr. Moses Linton, a prominent physician and convert to the faith was elected president of the group. Bryan Mullanphy, widely known for his philanthropy, served as vice president. Application for affiliation with the Society in Paris followed quickly,and the American Conference was aggregated by the Council General on February2, 1846.

Just as the Society was first to challenge public child-care policies hostile to the rights of Catholic children, so also was the Society among the first to recognize the many genuine contributions of non-Catholics and secular organizations and to establish sound and cordial working relationships with such groups.

There are 172,000 volunteers in the United States with 437 districts and 4,637 conferences. The Charlotte County district has four conferences. The conferences in Charlotte County meet the needs of the poor providing food, clothing, furniture, household goods and financial support.

Areas Served
Areas Served
FL- Charlotte
Areas Served Comments
All of Charlotte County is served plus a portion of Southern Sarasota County in the area of North Port.
Service Categories
Primary Org Type Human Services
Secondary Org Type Public & Societal Benefit
Tertiary Org Type Religion- Related
Statement from the Board Chair/Board President
Description Enter budget, population served, long term, short term success
Budget $100,000
Category Human Services, General/Other Emergency Assistance
Program Linked to Organizational Strategy Yes
Population Served General/Unspecified Minorities At-Risk Populations
Short Term Success
The short term success of the program has been in the area of satisfying immediate needs.  A family member came to the Society office to request support.  It was noted that there were other problems and a home visit was requested.  When agreed, two home visit volunteers met with the family in their home.  It was noted that not only did they need food but they needed to have their water supply fixed, needed a cooking appliance and other furniture.  Through our help the family was able to continue living in their current location.
Long Term Success
The purpose of home visits is to understand a families complete needs to become self sufficient.  The program was enhanced in Charlotte County in 2011 to increase the number of volunteers qualified to do a home visit.  Each volunteer is required complete in excess of 20 hours of training prior to performing their first home visit.  The home visit team will work with the family on an ongoing basis to support them as they work to become self sufficient.
Program Success Monitoring
We know our support is successful as it is keeping needy families living in their home.  This is measured by their return to the Society to obtain food or other support.
Program Success Examples
We just began the program in 2011 and do not have long term successes.  We hope to be able to document long term sucesses in the next two years.
The Society in Charlotte County provides food for the needy.  Families are provided food based on the number of adults and children in the household.  Depending on our supply, families are provided food for 3 to 7 days one time per month.
Budget $750,129
Category Food, Agriculture & Nutrition, General/Other Food Distribution
Program Linked to Organizational Strategy Yes
Population Served Unemployed, Underemployed, Dislocated Elderly and/or Disabled Children and Youth (0 - 19 years)
Short Term Success
Needy families return on a monthly basis.  During the interview process we are told by the family members that the food donation helps them eat nutritious food and the ability to stay in their own homes using their money to pay rent.
Long Term Success
This program helps provide nutitious food to families that can not afford it. 
Program Success Monitoring
The program is monitored by the return of the recipients each month and by the information they provide to the interviewer.
Program Success Examples
The only information we have is what the returning families tell us how the food provided allows them to pay rent and utilities allowing them to stay in their homes.
Donated furniture is given to families in need of the furniture.  The need is determined during an interview with the needy family.
Budget $106,801
Category Human Services, General/Other Household Goods Provision
Program Linked to Organizational Strategy Yes
Population Served Unemployed, Underemployed, Dislocated Elderly and/or Disabled Children and Youth (0 - 19 years)
Short Term Success
Families are able to keep their food cold with a refrigerator, a bed to sleep in when beds are provided and furniture to eat and rest at.
Long Term Success
Allow families to stay living in their home with cooking facilities, washing facilities and sleeping accommodations.
Program Success Monitoring
When furniture is delivered the delivery volunteers assess what is seen when they enter the family home.  It is documented if the volunteers agree the family needed the furniture, is the home kept clean to make it an adequate living area and do they recommend a home visit.
Program Success Examples
A lady came in for help because she had very little money and her refrigerator quit working.  The food she had was about to spoil.  A refrigerator was available and provided to her that day.  None of her food spoiled and she returned to tell us how it saved her from having no food.
An annual walk is organized for both donors and needy families.  The walk is designed to bring support to the needy families in Charlotte County.  Walkers are supported financially by donors to raise money that is used to provide financial support to needy families.
Budget $20,000
Category Human Services, General/Other Human Services, General/Other
Program Linked to Organizational Strategy Yes
Population Served Unemployed, Underemployed, Dislocated Aging, Elderly, Senior Citizens Children and Youth (0 - 19 years)
Short Term Success
The number of walkers has increased each year along with the financial donations received at each walk.  The community has supported this effort which has improved the understanding of families that need support.
Long Term Success
Community awareness of the needs of some families in the community.
Program Success Monitoring
Increase in the number of walkers and financial support received at each walk.
Program Success Examples
Increase in the number of walkers and financial support received at each walk.
CEO/Executive Director
CEO/Executive Director No Executive Director
CEO Term Start 0
CEO/Executive Director Email
Former CEOs/Executive Directors
Senior Staff
Staff & Volunteer Statistics
Full Time Staff 0
Part Time Staff 0
Staff Retention Rate % N/A
Professional Development Yes
Contractors 0
Volunteers 441
Management Reports to Board N/A
CEO/Executive Director Formal Evaluation N/A
Senior Management Formal Evaluation N/A
Non-Management Formal Evaluation N/A

St Vincent de Paul District Council works with the four StVincent de Paul Conferences in Charlotte County, Florida. The District reviews the operations of theConferences to ensure each Conference is following the St Vincent de PaulNational guidelines. It gets reportsfrom each council and prepares an annual report for National.

St Vincent de Paul District Council works closely with theDiocese of Venice Catholic Charities andCharlotte County Charities to ensure jointly we are meeting the needs of theless fortunate the best we can in Charlotte County.

Society of St. Vincent de Paul, Sacred Heart Conference2012
Society of St. Vincent de Paul, St. Charles Borromeo Conference2012
Society of St. Vincent de Paul, San Antonio Conference2012
Society of St. Vincent de Paul, St. Maximillian Kolbe Conference2012
External Assessments and Accreditations
Risk Management Provisions
Government Licenses
Organization Licensed by the Government No
Fundraising Plan No
Communication Plan No
Strategic Plan Yes
Strategic Plan Years 5
Strategic Plan Adopted Apr 2012
Management Succession Plan No
Continuity of Operations Plan No
Nondiscrimination Policy Yes
Whistle Blower Policy No
Document Destruction Policy Yes
Directors and Officers Insurance Policy No
Policies and Procedures No
Other Documents
Other Document 2
Document Destruction Policy
Board Chair
Board Chair Richard Peters
Company Affiliation Retired
Board Term Oct 2012 to Sept 2014
Board Chair Email
Board Members
Board Members
Conference President Leo Beaulieu Retired
Conference President Monica DiMattia Retired
Conference President Gary Moerke Retired
District President Richard Peters Retired
Conference President Clara Peters Retired
District Treasurer Ana Romillo Retired
Constituency Includes Client Representation No
Board Ethnicity
African American/Black 0
Asian American/Pacific Islander 1
Caucasian 4
Hispanic/Latino 1
Native American/American Indian 0
Other 0 0
Board Gender
Male 3
Female 3
Unspecified 0
Board Term Lengths 3
Board Term Limits 2
Board Orientation Yes
Number of Full Board Meetings Annually 6
Board Meeting Attendance % 93
Board Self-Evaluation No
Written Board Selection Criteria No
Board Conflict of Interest Policy Yes
% of Board Making Monetary Contributions 100
% of Board Making In-Kind Contributions 100
Standing Committees
Program / Program Planning
Fiscal Year Projections
Fiscal Year Start Month Oct
Fiscal Year Start Day 01
Fiscal Year Begins 2014
Fiscal Year End Month Sept
Fiscal Year End Day 30
Fiscal Year Ends 2015
Projected Revenue $350,000.00
Projected Expenses $350,000.00
Organization has Endowment No
Endowment Spending Policy N/A
Capital Campaign
Currently In a Capital Campaign No
Campaign Purpose
Campaign Goal
Campaign Dates 0 to 0
Amount Raised To Date 0 as of 0
Audit/Financial Documents
Historical Financial Review
Expense Allocation
Fiscal Year201320122011
Program Expense$400,275$353,857$291,640
Administration Expense$5,238$8,899$5,915
Fundraising Expense$0$1,553$431
Payments to Affiliates$29,242$0$11,176
Total Revenue/Total Expenses1.151.031.22
Program Expense/Total Expenses99%97%98%
Fundraising Expense/Contributed Revenue0%0%0%
Assets and Liabilities
Fiscal Year201320122011
Total Assets$356,828$94,526$173,813
Current Assets$56,275$94,526$173,813
Long-Term Liabilities$200,000$0$0
Current Liabilities$1,000$1,000$0
Total Net Assets$155,828$93,526$173,813
Top Funding Sources
Fiscal Year201320122011
Top Funding Source & Dollar AmountContributions, gifts, grants $414,961Contributions, gifts, grants $349,549Contributions, gifts, grants $324,314
Second Highest Funding Source & Dollar AmountFundraising $52,727Fundraising $26,836Fundraising $39,388
Third Highest Funding Source & Dollar AmountInvestment Income $1270 $00 $0
CEO/Executive Director Compensation
Tax Credits No
Short Term Solvency
Fiscal Year201320122011
Current Ratio: Current Assets/Current Liabilities56.2894.53--
Long Term Solvency
Fiscal Year201320122011
Long-Term Liabilities/Total Assets56%0%0%
Financials Comments
Financial Comments by Foundation Financial information taken from IRS Form 990-EZ.  Individual contributions include foundation and corporate support.
Nonprofit Society of St. Vincent de Paul District Council of Charlotte County Florida, Inc.
Address 130 E Marion Ave
Punta Gorda, FL 33951 1554
Phone 941 639-0608