Society of St. Vincent de Paul District Council of Charlotte County Florida, Inc.
25200 Airport Road
Punta Gorda FL 33950
Inspired by Gospel values, the Society of St. Vincent de Paul, 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 Collins
Board Chair Affiliation Retired
General Info
Organization DBA
SVdP Sacred Heart
Sacred Heart Conference
Society of St. Vincent de Paul District Council of Charlotte County Florida, Inc.
Society of St. Vincent de Paul, Sacred Heart Conference, Inc
Supported Organization Sacred Heart Conference
Tax Exempt Status Public Supported Charity
Incorporation Year 2008
State Charitable Solicitations Permit Yes Nov 2018
State Registration Yes Dec 2018
Financial Summary
Note: Revenue includes the value of in-kind contributions/donations
IRS Letter of Determination
IRS Tax Determination letterView
Other Documents
District budgetView
2012 - 2013 fiscal year budgetView
Impact Statement
Past Year Accomplishments:
The donations and charitable contributions during the past fiscal year, 2016-2017assisted individuals in this way at the Sacred Heart Conference:
16,500 pantry and food items, 6,400 clothing items, 1,400 furniture items and 5,700 household goods
30,000 services provided
Rent/Utility Payments: over $186,000 kept those in need in their homes  and water/electricity from being shut off
Workshops conducted to help people get out of poverty including "Bridges out of Poverty" and Financial Management workshops
Scholarship provided for a person to get their registered nursing degree and pass the state board exams
Scholarship provided for a person to get their dental assistant degree
Scholarship provided for a person to complete their BA degree from local college
Small loan program initiated for people to avoid pay day loan companies and other loan organizations with high interest rates
Current Year Goals:
Continue providing as above.
SVdP has run out of space to handle those that come to us each day in need. There are four interview rooms available when eight are needed to interview those that come to us each day. During the summer up to 80 people in need are interviewed. With our current space there is a queue of up to two hours waiting to be interviewed.
More space is needed for SVdP to provide a choice pantry to allow those in need to select their food instead of taking what is packed for them.
A choice pantry reduces the amount of food that is required by those in need and eliminates food being thrown away due to personal tastes.
More space will allow SVdP to accept more donations in furniture, housewares and clothing. Today donations are turned away as there is no place to store them until there is a need for them by a person in need.
Needs Statement
Our biggest need is money donations to add needed space to the SVdP facility. Currently SVdP has 5,000 square feet to help those in need. The space is used for a reception area, interview rooms, data entry area, clothing ministry, food ministry, housewares ministry and the furniture ministry. $370,000 needs to be raised to provide a second building to expand the number of interview rooms from four to eight, provide for a choice pantry, provide more space for each ministry to accept, sort and deliver more items to those in need and to add a conference room to hold workshops to help people get out of poverty.
Funding is also required to continue providing food and financial help to those in need. The annual cost for this effort is approximately $300,000. There are no paid employees, everyone is a volunteer with the only overhead cost being building maintenance, insurance, pickup and delivery truck expenses and office supplies.
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 February 2, 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 with Sacred Heart Conference being one of them. The Sacred Heart Conference meets 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.
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
    Sacred Heart Conference of the St. Vincent de Paul Society in Punta Gorda, FL was founded in 1983, offering hope to those in need. Today, 34 years later, we have over 400 active volunteers who serve the retired and working poor, including struggling seniors, veterans, single parents and the homeless in need of food, clothing, household goods and furniture as well as financial assistance with utility bills and rent to prevent homelessness. Our funding comes through donations from Sacred Heart Parish, the community and special events we organize.
    The Society of St. Vincent DePaul is here to be of service to those in need and promises to constantly evaluate and change the way we do things in order to get the most out of every dollar and every item donated to us.
    Lately, however, there has been such a high demand for services that we have run out of room at our facility. Although, our service hours are from 9:00 AM to Noon, three days a week, sometimes it is 2:00 PM before we have helped all who have come to us in need on that morning. Therefore, it is necessary for us to increase the number of “interview” rooms in our facility to help people more efficiently and effectively.
    We have maximized every square foot of space by adding shelves wherever we can, but we still do not have enough space to hold all the donations we are given. It saddens us, because there is such a great need for all donations, but due to the lack of space, we just cannot accept some.
    With more space, we will be able to run more efficiently and effectively. Currently, we decide what a family needs and pack food for that family based on the size of the family. With more space we can have a “choice” pantry. At a “choice” pantry, the person is told how much of each food group they can have and they pick what they like from what is available. This will cause less waste, because the client can pick the items they need, instead of us deciding what they should have.
    Because of the great need in our community, it has become critical to expand our facility. By expanding our current facility, instead of purchasing a new facility, we will be able to keep the costs down and hopefully, meet the local need for services for the next 10 years. We are currently working with an engineer, architect and builder to determine the feasibility of adding space at our current facility. Of course, the problem is cost. We have approximately $350,000 in a Capital Building Fund, which has been building up, but it is not enough to cover the cost of the $720,000 expansion. With help from friends, neighbors and the community, we hope to meet our goal and start construction shortly.

SVdP has run out of space to help people. We have four interview rooms where eight are needed. In the summer those in need must wait up to two hours to be interviewed due to the long queue waiting to see an interviewer. Space for clothing, housewares and furniture does not allow for a good selection of these items to be available for those in need. The food pantry packs bags of food for a family. With more space we can have a choice food pantry that allows a family to walk through our isles picking out the specific food they eat. They are told they can have xx cans of vegetables. They can pick whichever kinds of vegetables are available up to xx cans. The same is true for rice, pasta, condiments and frozen meat.

Budget $720,000
Category Food, Agriculture & Nutrition, General/Other Food
Program Linked to Organizational Strategy Yes
Population Served Families Unemployed, Underemployed, Dislocated Aging, Elderly, Senior Citizens
Short Term Success

A capital campaign has raised $350,000 to date with another $370,000 required to complete the project.

Long Term Success

The additional space will allow SVdP to assist more people in need giving them dignity being able to select their own food instead of being given a bag of food.

Program Success Monitoring Donations are tracked with personal thank you letters to each donor. The committee tracks the amount collected compared to amount needed and reviews to see which donors should be contacted.
Program Success Examples Every member of the Sacred Heart Conference has been contacted to donate to the building fund. Within five days 50% of the members had made a donation. We expect 100% of our members to donate within the next 30 days.
Description The SVdP Scholarship program helps people complete their education, increase their earning potential and make them self sufficient.
Budget $21,000
Category Education, General/Other Adult Education
Program Linked to Organizational Strategy Yes
Population Served Unemployed, Underemployed, Dislocated Adults Families
Short Term Success Progress is monitored on a semester basis ensuring grades are acceptable before tuition and related expenses is paid for the following semester.
Long Term Success An individual was provided with scholarship funding over a 30 month period to complete her RN training and clinicals and state boards. She is awaiting the results of the State Boards.
Program Success Monitoring SVdP Sacred Heart has provided 14 scholarships. Twelve have completed their training while two failed to complete their programs. This is an 86% success rate.
Program Success Examples

The SVdP Scholarship program has helped people needing to rely on SVdP and other organizations as their salaries have increased to make them self sufficient. SVdP provided a scholarship to a certified nursing assistant to become a licensed practical nurse. She increased her salary from $11 per hour to $19 per hour. She no longer needs help from any agency as she is now self supportive.

Rent and utility payments are made to the landlord or utility company when a person will be evicted or utility turned off without immediate payment. A review of the person's income and expenses is done during an interview process along with a determination of how the person will pay their rent or utilities the following month. There are limits to how much can be paid. If the person needs more than we can provide they are asked to find other sources to help pay the bill.
Budget $200,000
Category Housing, General/Other Housing Expense Assistance
Program Linked to Organizational Strategy Yes
Population Served Unemployed, Underemployed, Dislocated Elderly and/or Disabled Children and Youth (0 - 19 years)
Short Term Success

During the last fiscal year Sacred Heart Conference paid rent and utilities to 625 households totaling $168,000. Without these payments those we serve would either have been evicted or had their utilities turned of due to lack of payment.

Long Term Success
SVdP has allowed many families to stay in their home by making a rent or utility payment.
SVdP has provided those in need with with funds to pay their rent and utility bills keeping them in their homes for the last 15 years.
Program Success Monitoring

The success of this program is keeping families in their homes with utilities turned on for them. When families encounter an unexpected expense and cannot afford the expense plus pay their rent and/or utilities this program pays the rent or utilities to prevent more homeless in Charlotte County.

Program Success Examples

Homeless are provided food on a weekly basis, portable cook stoves, tents and sleeping bags. Families are provided food, clothing, housewares, furniture and limited financial support to help them avoid being evicted from their home and to keep their utilities turned on due to lack of funds.

Description SVdP interviews from 40 to 80 people in need each day three days a week. The number varies so much because most work in our area is seasonal. During the summer when many winter residents go back to their home in the north there is very little work so the service workers have no work at all or have their hours cut to a minimum not providing enough income to pay their bills. In the summer SVdP will interview 80 people per day while in the winter it drops to 40 people per day. SVdP asks those in need to be able to do a home visit before an expense is paid if there is doubt regarding the need or if the interviewer can tell there are more issues than the person is expressing at this time. The home visit allows SVdP to talk at length with the family to determine their complete need to allow a plan to be put together to meet that need.
Budget $20,000
Category Human Services, General/Other Emergency Assistance
Program Linked to Organizational Strategy Yes
Population Served At-Risk Populations Families Elderly and/or Disabled
Short Term Success Home visits are done when a person is not able to come to our facility or when a greater need is observed that requires more attention than can be given during an interview at our facility. Normally the home visit is completed when the interviewer is not comfortable understanding the total need of the family. We have found issues that did not come up during an interview that we have been able to help the family overcome.
Long Term Success

The long term success of the program has been to be able to provide additional support to those in need when a complete understanding of family issues is uncovered during a home visit.

Program Success Monitoring

Records are kept for each home visit. The home visit team follows up with the person in need on a periodic basis to ensure the person is doing okay and the original issue is resolved permanently.

Program Success Examples

An example of this program is an elderly lady came to our facility for food. During the interview process it was uncovered that she had a water problem in her home. She agreed to a home visit. Our home visit team found a severe mold issue in her home. She had reported a water leak from her hot water heater to her insurance company. An agent came to her home and saw her dog and wrote up the issue was related to the dog urinating in the home. We called the insurance company who sent out an agent the second time and found the problem was caused by the hot water heater leak. The insurance company paid for the clean up of the home at no cost to the lady.

Another example is a lady came to SVdP for food. During the interview process we learned she had a son that was severely injured in a car accident that she cared for at their home. During a home visit we learned that she could not take him to doctor appointments without her husband taking off work as it took both of them to get the son in the car. SVdP purchased a van equipped with access lifts including all the safety features so the son could be loaded in the van in his wheel chair and secured  to the wife could take him to all of his appointments by herself. Prior to the accident both the husband and wife worked with no financial hardships but she had to quit work to take care of the son and took on his medical expenses as well putting them in a position which required assistance from SVdP.
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 5 to 7 days one time per month.
Budget $15,000
Category Food, Agriculture & Nutrition, General/Other Food
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 money saved allows them to stay in their own homes using their food money to pay rent.
Long Term Success SVdP Sacred Heart has provided food to needy families since 1983. The number of families and food distributed has increase over the years. Approximately 25,000 pounds of frozen, perishable and non-perishable food is provided each month during 2017. Families rely on SVdP to provide food for a week each month.
Program Success Monitoring
The program is monitored by the return of the recipients each month and by the information they provide to the interviewer. Each visit by those in need is recorded in a database tracking what has been provided to the family. The Harry Chapin Food Bank conducts annual audits and has designated SVdP Sacred Heart as a model agency due to our program administration and food distribution practices.
Program Success Examples
The success of the program is previous clients have told us they came to us for help when they could not afford food and now that they are stable with a good income and have come back to serve at SVdP Sacred Heart..
Program Comments by Organization Additional space is required to be able to assist those in need with food, clothing, housewares, furniture and financial assistance. SVdP is not able to provide a choice food pantry or interview those in need in a timely manner with the space available.The additional space is needed to provided meeting space for systemic change educational programs which include Bridges out of Poverty and Financial Workshops
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 No
Contractors 0
Volunteers 428
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
Sacred Heart Conference of SVdP has collaborated with the Charlotte Community Foundation, the Homeless Coalition, other SVdP's, the local Elks organization, the Alliance Church, Burnt Store Presbyterian Church, Charlotte Technical Center and the Gulf Coast Partnership.
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 Yes
Communication Plan No
Strategic Plan No
Strategic Plan Years
Strategic Plan Adopted 0
Management Succession Plan No
Continuity of Operations Plan Yes
Nondiscrimination Policy Yes
Whistle Blower Policy No
Document Destruction Policy Yes
Directors and Officers Insurance Policy Yes
Policies and Procedures No
Management Comments by Organization
The organization's biggest challenge is space. It is being addressed by adding a 5,000 sq ft building. Another challenge is paying for the expansion for which a capital building fund committee has been established to solicit donors to raise the needed funds.
Our opportunities are volunteers with wide and vast business experience that we need to utilize to improve our business practices and to provide the best support to those in need.
Other Documents
Other Document 2
Document Destruction Policy
Board Chair
Board Chair Richard Collins
Company Affiliation Retired
Board Term Oct 2017 to Sept 2020
Board Chair Email
Board Members
Board Members
District Secretary Susan Abisso Retired
Director at Large Dawn Amidon Retired
District Vice President Cheryl Bailey Retired
Director at Large Charlotte Boland Retired
Director at Large Peter Cataro Retired
District President Richard Collins Retired
District Treasurer Mary Anne Hood Retired
Director at Large Richard Peters Retired
Financial Advisor Ana Romillo Retired
Constituency Includes Client Representation No
Board Ethnicity
African American/Black 0
Asian American/Pacific Islander 1
Caucasian 8
Hispanic/Latino 0
Native American/American Indian 0
Other 0 0
Board Gender
Male 3
Female 6
Unspecified 0
Board Term Lengths 3
Board Term Limits 2
Board Orientation Yes
Number of Full Board Meetings Annually 7
Board Meeting Attendance % 98
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
Governance Comments by Organization SVdP is governed by the rules and policies set up by the National SVdP organization and follows all rules for 501c3 non-profit organizations.
Current Year Projections
Tax Year Start Month Oct
Tax Year Start Day 01
Tax Year Begins 2017
Tax Year End Month Sept
Tax Year End Day 30
Tax Year Ends 2018
Projected Revenue $403,700.00
Projected Expenses $402,750.00
Total Projected Revenue includes "in-kind" contributions/ donations No
Organization has Endowment No
Endowment Spending Policy N/A
Capital Campaign
Currently In a Capital Campaign Yes
Anticipate Campaign within 5 years? Yes
Campaign Purpose To build a new building to house the SVdP furniture, housewares and clothing organizations to make room in the current building to add a choice food pantry, four more interview rooms and a meeting room for Board meetings and educational programs..
Campaign Goal $720,000.00
Campaign Dates Oct 2014 to July 2018
Amount Raised To Date 350000 as of Oct 2017
Financial Review
Expense Allocation
Fiscal Year201620152014
Program Expense$164,410$185,752$398,987
Administration Expense$3,316$3,482$9,326
Fundraising Expense$1,495$1,563$187
Payments to Affiliates$26,524$21,429$22,253
Total Revenue/Total Expenses0.950.971.18
Program Expense/Total Expenses97%97%98%
Fundraising Expense/Contributed Revenue1%1%0%
Assets and Liabilities
Fiscal Year201620152014
Total Assets$54,414$63,381$389,643
Current Assets$54,414$63,381$86,538
Long-Term Liabilities$0$0$160,375
Current Liabilities$1,000$1,000$1,000
Total Net Assets$53,414$62,381$228,268
Top Funding Sources
Fiscal Year201620152014
Top Funding Source & Dollar AmountContributions, gifts, grants $132,399Contributions, gifts, grants $160,208Contributions, gifts, grants $408,687
Second Highest Funding Source & Dollar AmountFundraising $27,828Fundraising $25,556Fundraising $72,201
Third Highest Funding Source & Dollar AmountInvestment Income $27Investment Income $31Investment Income $52
CEO/Executive Director Compensation
Tax Credits No
Short Term Solvency
Fiscal Year201620152014
Current Ratio: Current Assets/Current Liabilities54.4163.3886.54
Long Term Solvency
Fiscal Year201620152014
Long-Term Liabilities/Total Assets0%0%41%
Financials Comments
Financial Comments by Organization Financially SVdP is is able to support our mission with our normal donations except for paying for the building expansion. SVdP needs to raise $370,000 in the next several months to pay for this expansion debt free to be able to use future donations for those in need in Charlotte County.
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 25200 Airport Road
Punta Gorda, FL 33950
Phone 941 575-0706