Civic Intelligence

Society of St Vincent De Paul - St Timothy Conference

EIN 27-2955427 • 501(c)3 • Laguna Niguel, CA

Profile

To provide financial, economic and living assistance to individuals and families

29102 Crown Valley ParkwayLaguna Niguel, CA 92677

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

42nd percentile

-1.1%

Higher net margin than 42% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

46th percentile

-4.3%

Faster asset growth than 46% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

68th percentile

15%

Faster revenue growth than 68% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$26,343

Up $26,343 from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$26,343

Up $26,343 from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin42nd percentile

Revenue

Up

$110,460

Up $110,460 from 2023

Expenses

$111,647

No earlier filing loaded for comparison.

Net Income

-$1,187

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset Growth46th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60K$40K$20K$0Assets 2017: $15,209Net Assets 2017: $15,2092017Assets 2019: $15,726Net Assets 2019: $15,7262019Assets 2020: $27,092Net Assets 2020: $27,0922020Assets 2021: $49,149Net Assets 2021: $49,1492021Assets 2022: $21,364Net Assets 2022: $21,3642022Assets 2023: $0Net Assets 2023: $02023Assets 2025: $26,343Net Assets 2025: $26,3432025

Highlighted filing

2025

Assets$26,343
Liabilities-
Net Assets$26,343
Open 2025 Filing

Operations Trend

Revenue Growth68th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2017: $76,026Expenses 2017: $67,967Net Income 2017: $8,0592017Revenue 2019: $58,887Expenses 2019: $53,343Net Income 2019: $5,5442019Revenue 2020: $74,862Expenses 2020: $63,496Net Income 2020: $11,3662020Revenue 2021: $110,074Expenses 2021: $87,900Net Income 2021: $22,1742021Revenue 2022: $74,752Expenses 2022: $102,537Net Income 2022: -$27,7852022Revenue 2023: $02023Revenue 2025: $110,460Expenses 2025: $111,647Net Income 2025: -$1,1872025

Highlighted filing

2025

Revenue$110,460
Expenses$111,647
Net Income-$1,187
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$26,343
Liabilities
-
Net assets
$26,343
Revenue
$110,460
Expenses
$111,647
Net income
-$1,187
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.26$0.26$1.10$1.12$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.21$0.21$0.75$1.03$0.28
2021Detailed filing. Detailed filing data is available for this year.$0.49$0.49$1.10$0.88$0.22
2020Detailed filing. Detailed filing data is available for this year.$0.27$0.27$0.75$0.63$0.11
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.16$0.16$0.59$0.53$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.15$0.15$0.76$0.68$0.08
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2024 to Sep 30, 2025
Signed
Jan 30, 2026
Return Version
2024v5.2
Gross Receipts
$110,460
Mission and Program Overview

Mission

To provide financial, economic and living assistance to individuals and families

Program Services

DescriptionGrantsExpenses
PROVIDE ASSISTANCE WITH RENT, UTILITIES, FOOD, MEDICAL, GASOLINE AND TRANSPORTATION-$109,207
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DENNIS JANSVice President-$0--
HERMAN INDRAPresident-$0--
BRUCE WARNERSecretary-$0--
GAIL TURNERTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Society of St Vincent De Paul -
EIN
27-2955427
Phone
9496370513
Address
29102 CROWN VALLEY PARKWAY, LAGUNA NIGUEL, CA 92677

Signing Officer

Name
Herman Indra
Title
President
Signed
2026-01-30
Discuss with paid preparer
Yes

Preparer

Firm
Hal Brand CPA Accountancy Corp
Address
26479 Rancho Pkwy S, Lake Forest, CA 92630
Preparer
Patrick Brand EA
Phone
9495868311
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“| Donee's Name: VARIOUS | Donee's Address: VARIOUS LAGUNA NIGUEL CA 92677 | Cash Amount Given: $109207”

Other Expenses.1002

“Office Expenses $828”

Other Expenses.1007

“Conferences, Conventions, and Meetings $206”

Other Expenses.1012

“Insurance $200”

Other Expenses.1

“Dues & subscriptions $673”

Other Expenses.2

“Telephone $479”

Other Expenses.3

“TAX & LICENSES $54”

Other Assets.1

“Gift Cards - Beginning $1993 Gift Cards - Ending $4084”

Raw XML Appendix160 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0PATRICK BRAND
IRS990EZ/BooksInCareOfDetail/PhoneNum09495868311
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt026479 RANCHO PKWY S
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LAKE FOREST
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092630
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt025537
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt022259
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0110460
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1187
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt027530
IRS990EZ/Form990TotalAssetsGrp/EOYAmt026343
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0109207
IRS990EZ/GrossReceiptsAmt0110460
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt027530
IRS990EZ/NetAssetsOrFundBalancesEOYAmt026343
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt027530
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt026343
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt34.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DENNIS JANS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1HERMAN INDRA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BRUCE WARNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3GAIL TURNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01993
IRS990EZ/OtherAssetsTotalDetail/EOYAmt04084
IRS990EZ/OtherExpensesTotalAmt02440
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE FINANCIAL, ECONOMIC AND LIVING ASSISTANCE TO INDIVIDUALS AND FAMILIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE ASSISTANCE WITH RENT, UTILITIES, FOOD, MEDICAL, GASOLINE AND TRANSPORTATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0109207
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0111647
IRS990EZ/TotalProgramServiceExpensesAmt0109207
IRS990EZ/TotalRevenueAmt0110460
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0110460
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt095918
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0109241
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt074752
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0110074
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0500445
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0500445
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0110460
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt095918
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0109241
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt074752
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0110074
IRS990ScheduleA/Total509Grp/TotalAmt0500445
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0110460
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt095918
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0109241
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt074752
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0110074
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0500445
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: VARIOUS | Donee's Address: VARIOUS LAGUNA NIGUEL CA 92677 | Cash Amount Given: $109207
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $828
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Conferences, Conventions, and Meetings $206
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Dues & subscriptions $673
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Telephone $479
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6TAX & LICENSES $54
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Gift Cards - Beginning $1993 Gift Cards - Ending $4084
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Assets.1
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HERMAN INDRA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-01-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOCIETY OF ST VINCENT DE PAUL -
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ST TIMOTHY CONFERENCE
ReturnHeader/Filer/BusinessNameControlTxt0SOCI
ReturnHeader/Filer/EIN0272955427
ReturnHeader/Filer/PhoneNum09496370513
ReturnHeader/Filer/USAddress/AddressLine1Txt029102 CROWN VALLEY PARKWAY
ReturnHeader/Filer/USAddress/CityNm0LAGUNA NIGUEL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092677
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330294508
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Hal Brand CPA Accountancy Corp
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt026479 Rancho Pkwy S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lake Forest
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092630
ReturnHeader/PreparerPersonGrp/PhoneNum09495868311
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Patrick Brand EA
ReturnHeader/ReturnTs02026-01-30T11:16:47-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-10-01
ReturnHeader/TaxPeriodEndDt02025-09-30
ReturnHeader/TaxYr02024

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