Civic Intelligence

St Vincent De Paul Society of Appleton Inc

EIN 39-1032282 • 501(c)3 • Appleton, WI

Profile

In unity and love, st. Vincent de paul appleton strives to be a beacon of hope, reflecting the light of christ and exemplifying the transformative power of a community dedicated to serving our neighbors in need and growing in spirituality and friendship. Through personal encounters, and with jesus as our guide, we bring our faith to life serving others and providing hope to one neighbor at a time.

1924 W College AveAppleton, WI 54914

www.svdpappleton.org

Siviq Scores

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

Liabilities / Assets

87th percentile

0.63x

Higher debt load relative to assets than 87% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

88th percentile

0.95x

Higher debt load relative to revenue than 88% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

23rd percentile

-9.3%

Higher net margin than 23% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

60th percentile

$84,150

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 5.6% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

25th percentile

-4.6%

Faster asset growth than 25% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

85th percentile

57%

Faster revenue growth than 85% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Assets

Up

$2,355,688

Up $969,009 (+70%) from 2023

Liabilities

Up

$1,392,207

Up $1,369,963 (+6159%) from 2023

Net Assets

Down

$963,481

Down $400,954 (-29%) from 2023

Revenue

Down

$952,271

Down $36,062 (-3.6%) from 2023

Expenses

Up

$1,358,584

Up $332,310 (+32%) from 2023

Net Income

Down

-$406,313

Down $368,372 (-971%) from 2023

Trend Graphs

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,523,018Liabilities 2011: $20,689Net Assets 2011: $1,502,3292011Assets 2012: $1,653,735Liabilities 2012: $16,648Net Assets 2012: $1,637,0872012Assets 2013: $1,616,418Liabilities 2013: $12,240Net Assets 2013: $1,604,1782013Assets 2014: $1,473,395Liabilities 2014: $11,538Net Assets 2014: $1,461,8572014Assets 2015: $1,507,086Liabilities 2015: $9,269Net Assets 2015: $1,497,8172015Assets 2016: $1,392,832Liabilities 2016: $15,099Net Assets 2016: $1,377,7332016Assets 2017: $1,286,500Liabilities 2017: $7,145Net Assets 2017: $1,279,3552017Assets 2018: $1,273,136Liabilities 2018: $7,277Net Assets 2018: $1,265,8592018Assets 2019: $1,149,920Liabilities 2019: $8,246Net Assets 2019: $1,141,6742019Assets 2020: $1,213,953Liabilities 2020: $161,305Net Assets 2020: $1,052,6482020Assets 2021: $1,300,381Liabilities 2021: $3,287Net Assets 2021: $1,297,0942021Assets 2022: $1,449,801Liabilities 2022: $48,269Net Assets 2022: $1,401,5322022Assets 2023: $1,386,679Liabilities 2023: $22,244Net Assets 2023: $1,364,4352023Assets 2024: $2,355,688Liabilities 2024: $1,392,207Net Assets 2024: $963,4812024

Highlighted filing

2024

Assets$2,355,688
Liabilities$1,392,207
Net Assets$963,481

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2011: $725,3032011Expenses 2012: $905,8532012Revenue 2013: $1,000,414Expenses 2013: $1,033,323Net Income 2013: -$32,9092013Revenue 2014: $946,079Expenses 2014: $1,088,400Net Income 2014: -$142,3212014Revenue 2015: $1,033,813Expenses 2015: $1,018,321Net Income 2015: $15,4922015Revenue 2016: $1,122,484Expenses 2016: $1,242,568Net Income 2016: -$120,0842016Revenue 2017: $1,209,703Expenses 2017: $1,308,081Net Income 2017: -$98,3782017Revenue 2018: $1,209,488Expenses 2018: $1,222,984Net Income 2018: -$13,4962018Revenue 2019: $1,268,164Expenses 2019: $1,392,349Net Income 2019: -$124,1852019Revenue 2020: $1,030,836Expenses 2020: $1,119,862Net Income 2020: -$89,0262020Revenue 2021: $1,228,591Expenses 2021: $984,145Net Income 2021: $244,4462021Revenue 2022: $1,138,072Expenses 2022: $1,057,687Net Income 2022: $80,3852022Revenue 2023: $988,333Expenses 2023: $1,026,274Net Income 2023: -$37,9412023Revenue 2024: $952,271Expenses 2024: $1,358,584Net Income 2024: -$406,3132024

Highlighted filing

2024

Revenue$952,271
Expenses$1,358,584
Net Income-$406,313

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.36$1.39$0.96$0.95$1.36$0.41
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.39$0.02$1.36$0.99$1.03$0.04
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.45$0.05$1.40$1.14$1.06$0.08
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.30$0.00$1.30$1.23$0.98$0.24
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.21$0.16$1.05$1.03$1.12$0.09
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.15$0.01$1.14$1.27$1.39$0.12
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.27$0.01$1.27$1.21$1.22$0.01
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.29$0.01$1.28$1.21$1.31$0.10
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.39$0.02$1.38$1.12$1.24$0.12
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.51$0.01$1.50$1.03$1.02$0.02
2014Summary only. Only limited summary data is available for this year.$1.47$0.01$1.46$0.95$1.09$0.14
2013Summary only. Only limited summary data is available for this year.$1.62$0.01$1.60$1.00$1.03$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.65$0.02$1.64$0.91
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.52$0.02$1.50$0.73
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Jun 9, 2025
Return Version
2023v6.0
Gross Receipts
$964,766
Mission and Program Overview

Mission

In unity and love, st. Vincent de paul appleton strives to be a beacon of hope, reflecting the light of christ and exemplifying the transformative power of a community dedicated to serving our neighbors in need and growing in spirituality and friendship. Through personal encounters, and with jesus as our guide, we bring our faith to life serving others and providing hope to one neighbor at a time.

To help people who are financially challenged or homeless to meet every day basic needs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$700,189$818,784▲ $118,595
Pledges and Grants Receivable$58,247$51,556▼ $6,691
Savings and Temporary Cash Investments$245,316$46,040▼ $199,276
Investments Other Securities$284,163$39,561▼ $244,602
Cash and Non-Interest-Bearing Accounts$98,764$36,568▼ $62,196
Total Assets$1,386,679$2,355,688▲ $969,009
Other Assets Total$0$1,363,179▲ $1,363,179
Liabilities
Other Liabilities$0$1,352,936▲ $1,352,936
Accounts Payable and Accrued Expenses$22,244$39,271▲ $17,027
Total Liabilities$22,244$1,392,207▲ $1,369,963
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,270,671$875,642▼ $395,029
Net Assets With Donor Restrictions$93,764$87,839▼ $5,925
Total Net Assets Fund Balance$1,364,435$963,481▼ $400,954
Total Liabilities and Net Assets / Fund Balance$1,386,679$2,355,688▲ $969,009

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$525,881$942,256$1,468,137
Other Land Buildings$152,138$42,509$194,647
Equipment$40,765$106,925$147,690
Land$100,000-$100,000
Other Assets Org$1,351,179--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$31,002$5,017▲ $5,359$1,817$39,561
2023$25,158$5,000▲ $844-$31,002
2022$10,600$16,259▼ $1,701-$25,158
2021-$10,600--$10,600
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Jody KastenExecutive DirectorFT$84,000$84,000

Board Members and Trustees

NameTitle
Chuck ShorkPresident
Mark VanderlindenVice President
Barb HonsaDirector
David DipietroDirector
Dean HuntDirector
Deb TruymanDirector
Dora FabianDirector
Ed KlugDirector
Greg PethanDirector
Jim WernerDirector
Judy HeinDirector
Julie KuehlDirector
Karen RickertDirector
Rocky LandsverkDirector
William GuilbeaultDirector
Bill FermanichSecretary
Joe MatzekTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$150,045
Program Service Revenue
$779,286
Investment Income
$10,628
Other Revenue
$12,312
All Other Contributions
$150,045
Change in Net Assets
$-406,313
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$737,878
Other Expenses$406,141
Grants and Similar Amounts Paid$214,565
Total Fundraising Expense$77,550
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$510,190$52,808$4,892$567,890
Grants to Domestic Individuals$214,565--$214,565
Occupancy$120,305$15,455$8,388$144,148
Office Expenses$67,514$24,822$9,569$101,905
Current Officers, Directors, Trustees, and Key Employees$8,400$33,600$42,000$84,000
Depreciation Depletion$39,365$6,559$3,560$49,484
Payroll Taxes$39,176$6,528$3,542$49,246
Other Employee Benefits$29,229$4,870$2,643$36,742
Insurance$22,958$3,826$2,076$28,860
Information Technology$28,839--$28,839
Fees for Services Accounting-$26,998-$26,998
Conferences and Meetings$7,385$1,230$668$9,283
Payments to Affiliates$7,183--$7,183
Advertising-$6,494-$6,494
Travel$2,344$391$212$2,947
Total Functional Expenses$1,097,453$183,581$77,550$1,358,584
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating Lease Liability$1,352,936
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

The organization does not have committees that have authority to act on behalf of the governing body.

Form 990, Part VI, Section B, Line 11B

The form 990 is sent to all board members for review and approval prior to filing. The board treasurer reviews in detail with the board where any questions are addressed and resolved prior to filing.

Form 990, Part VI, Section B, Line 12C

Board members are asked to declare when they have a conflict of interest prior to any conversation related to the item they may have a conflict of interest with. The conflict of interest policy is on the honor system.

Form 990, Part VI, Section B, Line 15A

Executive committee meets to determine compensation for executive director. Compensation plans are researched for our local area to ensure a general competitive level, and on individual merit and achievement of stated organizational objectives.

Form 990, Part VI, Section C, Line 19

Governing documents, conflict of interest policy and financial statements are available to the public upon request.

Filing and Contact Details

Filer

Filer Name
St Vincent De Paul Society of Appleton
EIN
39-1032282
Phone
9207391679
Address
1924 W COLLEGE AVE, APPLETON, WI 54914

Signing Officer

Name
Joe Matzek
Title
Treasurer
Phone
9207391679
Signed
2025-06-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joe Matzek
Formed
1963
Legal Domicile
Wi
Voting Board Members
17
Independent Board Members
17
Employees
30
Volunteers
111

Preparer

Firm
Hawkins Ash Cpas Llp
Address
520 N BROADWAY SUITE 250, GREEN BAY, WI 54303
Preparer
Briana Peters CPA
Phone
9203369850
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

The process has not changed from prior year.

Financial Statement Notes

PART V, LINE 4:

The endowment funds are intended to be used to support the mission of the organization.

PART X, LINE 2:

The organization accounts for uncertainty in income taxes under u.s. Gaap which requires management to evaluate tax positions taken by the organization and recognize a tax liability (or asset) if the organization has taken an uncertain position that more likely than not would not be sustained upon examination by a taxing authority. Management has analyzed the tax positions taken by the organization and has concluded that as of september 30, 2024 and 2023, there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. The organization is subject to routine audits by taxing jurisdictions; however, there are currently no audits in progress for any tax period.

Raw XML AppendixShowing 400 of 584 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
IRS990/AccountantCompileOrReviewInd01
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt022244
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IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO HELP PEOPLE WHO ARE FINANCIALLY CHALLENGED OR HOMELESS TO MEET EVERY DAY BASIC NEEDS.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt06494
IRS990/AdvertisingGrp/TotalAmt06494
IRS990/AllOtherContributionsAmt0150045
IRS990/AnnualDisclosureCoveredPrsnInd01
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IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JODY KASTEN
IRS990/BooksInCareOfDetail/PhoneNum09207391679
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01924 W COLLEGE AVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0APPLETON
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IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt042000
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt033600
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt08400
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt084000
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/FundraisingAmt0668
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt01230
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt07385
IRS990/ConferencesMeetingsGrp/TotalAmt09283
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CostOfGoodsSoldAmt012495
IRS990/CreditCounselingInd00
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IRS990/Desc0OUR BASIC NEEDS ASSISTANCE IS CARRIED OUT BY OUR NEARLY 100 VOLUNTEER MEMBERS CALLED VINCENTIANS, WHO GO TO OUR NEIGHBORS IN NEED, NOT AS SOCIAL WORKERS OR TEACHERS, BUT AS FRIENDS. THEY GO TO THEM IN THEIR HOMES, ON THE STREETS, IN HOSPITALS, IN PRISONS, OR IN NURSING HOMES, IN A SPIRIT OF LOVE AND FRIENDSHIP. THEY OFFER ASSISTANCE WITH RENT OR UTILITIES, HELP WITH A JOB APPLICATION OR CAR REPAIR, OR ANY FORM OF HELP THAT ALLEVIATES SUFFERING OR DEPRIVATION AND PROMOTES HUMAN DIGNITY AND PERSONAL INTEGRITY IN ALL THEIR DIMENSIONS, WITH A PREVAILING MESSAGE OF LOVE. DURING THE 2023-2024 YEAR APPLETON VINCENTIANS PROVIDED $140,335 IN RENT, UTILITIES, FOOD, TRANSPORTATION, MEDICAL BILLS, CHILDCARE, AND OTHER UNIQUE REQUESTS. IN ADDITION, 50 INDIVIDUALS RECEIVED $20,420 IN NEW BEDS, AND NEIGHBORS IN NEED WERE GIVEN $53,740 IN VOUCHER MERCHANDISE, FURNITURE AND CLOTHING AT NO COST TO THE FAMILY.
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IRS990/Form990PartVIISectionAGrp/PersonNm0CHUCK SHORK
IRS990/Form990PartVIISectionAGrp/PersonNm1MARK VANDERLINDEN
IRS990/Form990PartVIISectionAGrp/PersonNm2BILL FERMANICH
IRS990/Form990PartVIISectionAGrp/PersonNm3JOE MATZEK
IRS990/Form990PartVIISectionAGrp/PersonNm4KAREN RICKERT
IRS990/Form990PartVIISectionAGrp/PersonNm5DAVID DIPIETRO
IRS990/Form990PartVIISectionAGrp/PersonNm6GREG PETHAN
IRS990/Form990PartVIISectionAGrp/PersonNm7DEAN HUNT
IRS990/Form990PartVIISectionAGrp/PersonNm8ED KLUG
IRS990/Form990PartVIISectionAGrp/PersonNm9DORA FABIAN
IRS990/Form990PartVIISectionAGrp/PersonNm10JUDY HEIN
IRS990/Form990PartVIISectionAGrp/PersonNm11DEB TRUYMAN
IRS990/Form990PartVIISectionAGrp/PersonNm12WILLIAM GUILBEAULT
IRS990/Form990PartVIISectionAGrp/PersonNm13BARB HONSA
IRS990/Form990PartVIISectionAGrp/PersonNm14ROCKY LANDSVERK
IRS990/Form990PartVIISectionAGrp/PersonNm15JULIE KUEHL
IRS990/Form990PartVIISectionAGrp/PersonNm16JIM WERNER
IRS990/Form990PartVIISectionAGrp/PersonNm17JODY KASTEN
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
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IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17EXECUTIVE DIRECTOR
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IRS990/MissionDesc0IN UNITY AND LOVE, ST. VINCENT DE PAUL APPLETON STRIVES TO BE A BEACON OF HOPE, REFLECTING THE LIGHT OF CHRIST AND EXEMPLIFYING THE TRANSFORMATIVE POWER OF A COMMUNITY DEDICATED TO SERVING OUR NEIGHBORS IN NEED AND GROWING IN SPIRITUALITY AND FRIENDSHIP. THROUGH PERSONAL ENCOUNTERS, AND WITH JESUS AS OUR GUIDE, WE BRING OUR FAITH TO LIFE SERVING OTHERS AND PROVIDING HOPE TO ONE NEIGHBOR AT A TIME.
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IRS990/ProgSrvcAccomActy2Grp/Desc0THRIFT STORE - WE OPERATE A THRIFT STORE THAT IS LOCATED IN APPLETON, WISCONSIN. EMPLOYEES AND STORE VOLUNTEERS SORT, CLEAN, AND REPAIR DONATED MERCHANDISE TO RESELL TO THE PUBLIC OR PROVIDE TO INDIVIDUALS/FAMILIES IN NEED AT NO COST TO THE HOUSEHOLD. THE PROGRAM IS ABLE TO DIVERT POTENTIAL WASTE FROM LOCAL LANDFILLS WHILE PASSING ALONG SAVINGS TO CUSTOMERS AND PROVIDING ESSENTIAL BASIC NEED ITEMS, SUCH AS CLOTHING, FURNITURE, AND HOUSEHOLD ITEMS TO INDIVIDUALS/FAMILIES WHO HAVE MET FACE-TO-FACE WITH ONE OF OUR VINCENTIAN VISIT TEAMS. PROFITS FROM THIS PROGRAM HELP FUND THE ORGANIZATION'S BASIC NEEDS ASSISTANCE PROGRAMS.
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