Civic Intelligence

Daughters of Charity Foundation

990 • Fiscal year 2019 • EIN 77-0047181

Jul 01, 2018 to Jun 30, 2019 • Filed on Feb 21, 2020

Organization Profilewww.doc.org
2131 West Third StreetLos Angeles, CA 90057

(213) 484-7333

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

22nd percentile

0.10x

Higher debt load relative to assets than 22% of similar nonprofits.

2019 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2019

Liabilities / Revenue

85th percentile

1.80x

Higher debt load relative to revenue than 85% of similar nonprofits.

2019 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2019

Net Margin

2nd percentile

-52%

Higher net margin than 2% of similar nonprofits.

2019 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2019

Top Officer Pay

3rd percentile

$133,061

Higher top officer pay than 3% of similar nonprofits.

Top officer pay equals 0.7% of source-year revenue.

2019 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2019

Asset Growth

9th percentile

-4.7%

Faster asset growth than 9% of similar nonprofits.

2019 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2018 to 2019

Revenue Growth

80th percentile

13%

Faster revenue growth than 80% of similar nonprofits.

2019 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Down

$363,194,381

Down $17,854,549 (-4.7%) from 2018

Net Assets

Down

$326,684,973

Down $15,094,408 (-4.4%) from 2018

Liabilities

Down

$36,509,408

Down $2,760,141 (-7.0%) from 2018

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin2nd percentile

Revenue

Up

$20,304,910

Up $2,396,249 (+13%) from 2018

Expenses

Down

$30,916,465

Down $1,747,891 (-5.4%) from 2018

Net Income

Up

-$10,611,555

Up $4,144,140 (+28%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth9th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600M$400M$200M$0Assets 2011: $556,784,349Liabilities 2011: $43,076,952Net Assets 2011: $513,707,3972011Assets 2012: $528,676,485Liabilities 2012: $42,065,890Net Assets 2012: $486,610,5952012Assets 2013: $549,658,098Liabilities 2013: $40,493,847Net Assets 2013: $509,164,2512013Assets 2014: $446,907,624Liabilities 2014: $37,487,684Net Assets 2014: $409,419,9402014Assets 2015: $410,419,901Liabilities 2015: $40,261,179Net Assets 2015: $370,158,7222015Assets 2016: $395,621,659Liabilities 2016: $43,613,297Net Assets 2016: $352,008,3622016Assets 2017: $395,031,315Liabilities 2017: $39,503,703Net Assets 2017: $355,527,6122017Assets 2018: $381,048,930Liabilities 2018: $39,269,549Net Assets 2018: $341,779,3812018Assets 2019: $363,194,381Liabilities 2019: $36,509,408Net Assets 2019: $326,684,9732019Assets 2020: $350,323,436Liabilities 2020: $31,498,495Net Assets 2020: $318,824,9412020Assets 2021: $457,947,598Liabilities 2021: $28,309,408Net Assets 2021: $429,638,1902021Assets 2022: $394,176,739Liabilities 2022: $27,308,008Net Assets 2022: $366,868,7312022Assets 2023: $378,934,423Liabilities 2023: $29,061,657Net Assets 2023: $349,872,7662023Assets 2024: $324,097,768Liabilities 2024: $26,856,806Net Assets 2024: $297,240,9622024

Highlighted filing

2019

Assets$363,194,381
Liabilities$36,509,408
Net Assets$326,684,973
Open 2019 Filing

Operations Trend

Revenue Growth80th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200M$100M$0-$100M-$200MExpenses 2011: $26,322,2902011Expenses 2012: $44,726,7062012Expenses 2013: $34,216,4212013Revenue 2014: $34,447,050Expenses 2014: $165,154,076Net Income 2014: -$130,707,0262014Revenue 2015: $30,125,192Expenses 2015: $35,109,550Net Income 2015: -$4,984,3582015Revenue 2016: $1,590,167Expenses 2016: $36,478,039Net Income 2016: -$34,887,8722016Revenue 2017: $25,320,665Expenses 2017: $30,731,541Net Income 2017: -$5,410,8762017Revenue 2018: $17,908,661Expenses 2018: $32,664,356Net Income 2018: -$14,755,6952018Revenue 2019: $20,304,910Expenses 2019: $30,916,465Net Income 2019: -$10,611,5552019Revenue 2020: $13,630,527Expenses 2020: $30,706,396Net Income 2020: -$17,075,8692020Revenue 2021: $21,458,667Expenses 2021: $27,899,628Net Income 2021: -$6,440,9612021Revenue 2022: $29,318,617Expenses 2022: $29,655,592Net Income 2022: -$336,9752022Revenue 2023: $14,219,119Expenses 2023: $31,959,785Net Income 2023: -$17,740,6662023Revenue 2024: $15,342,202Expenses 2024: $30,433,016Net Income 2024: -$15,090,8142024

Highlighted filing

2019

Revenue$20,304,910
Expenses$30,916,465
Net Income-$10,611,555
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Feb 21, 2020
Return Version
2018v3.1
Gross Receipts
$20,304,910
Mission and Program Overview

Mission

The Foundations purpose is to engage in the solicitation, receipt and administration of contributions and their disbursements to and for the benefit of the Daughters of Charity of St. Vincent de Paul, Province of the West. The activities listed below delineate the major functions.

Daughters of Charity Foundation the Foundation funds various health, welfare, educational and religious activities of the ministries of the Daughters of Charity, Province of the West and internationally.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Program Related$167,295,175$156,182,105▼ $11,113,070
Investments Other Securities$106,463,203$103,501,498▼ $2,961,705
Other Notes and Loans Receivable, Net$66,943,471$65,717,672▼ $1,225,799
Land, Buildings, and Equipment, Net$35,900,484$35,671,550▼ $228,934
Savings and Temporary Cash Investments$2,686,835$1,237,068▼ $1,449,767
Cash and Non-Interest-Bearing Accounts$1,658,876$732,885▼ $925,991
Prepaid Expenses and Deferred Charges$95,575$147,292▲ $51,717
Accounts Receivable$5,311$4,311▼ $1,000
Total Assets$381,048,930$363,194,381▼ $17,854,549
Liabilities
Grants Payable$23,189,989$23,484,082▲ $294,093
Other Liabilities$16,042,919$12,971,037▼ $3,071,882
Accounts Payable and Accrued Expenses$28,374$54,289▲ $25,915
Total Liabilities$39,261,282$36,509,408▼ $2,751,874
Net Assets / Fund Balance
Unrestricted Net Assets$340,165,863$325,068,790▼ $15,097,073
Temporarily Rstr Net Assets$1,621,785$1,616,183▼ $5,602
Total Net Assets Fund Balance$341,787,648$326,684,973▼ $15,102,675
Total Liabilities and Net Assets / Fund Balance$381,048,930$363,194,381▼ $17,854,549

Asset Categories

AssetBook ValueDepreciationBasis
Land$27,058,490-$27,058,490
Buildings$8,591,061$606,073$9,197,134
Other Land Buildings$18,941$81,074$100,015
Equipment$3,058$50,414$53,472
Investment Program Related Org$156,182,105--
Other Securities$103,501,498--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$1,559,769$56,414--$1,616,183
2017$1,559,769---$1,559,769
2016$1,559,769---$1,559,769
2015$1,359,769$200,000--$1,559,769
2014$1,359,769---$1,359,769
Compensation and Service Providers
Top Officer Pay3rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Liz SandovalCFOFT$130,461$2,600$133,061

Board Members and Trustees

NameTitle
Janet W AbbottVice Chair
Alma ArredondoDirector
Barbara BarrettDirector
Elena CarusoDirector
Kathy KozaiDirector
Lucy MchaleDirector
MARY ELIZABETH O'BRIENDirector
Margaret Chambers McmonigleDirector
Mary Elizabeth GalloDirector
Mary GalloDirector
Nancy MyersDirector
Sister Julie Kubasak DcDirector
Sister Marjory Ann Baez DcDirector
Sister Michelle Randall DcDirector
Sylvia BalbonaDirector
Trish BaesemannDirector
Sister Joyce Weller DcExec Director
Marcia CadenSecretary-treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$216,552
Program Service Revenue
$0
Investment Income
$13,505,181
Other Revenue
$6,583,177
All Other Contributions
$216,552
Change in Net Assets
$-10,611,555

Audited Revenue Reconciliation

Revenue per Audited Statements
$20,304,910
Revenue Not Reported on Form 990
$-4,491,120
Total Revenue per Audited Statements
$15,813,790
Total Revenue per Form 990
$20,304,910
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$23,331,888
Other Expenses$6,719,764
Salaries, Compensation, and Employee Benefits$864,813
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$23,331,888--$23,331,888
Other Salaries and Wages$430,939$184,688-$615,627
Depreciation Depletion$239,566$102,671-$342,237
Office Expenses$125,575$53,818-$179,393
Other Expenses$136,218--$136,218
Current Officers, Directors, Trustees, and Key Employees$93,143$39,918-$133,061
Payroll Taxes$81,287$34,838-$116,125
Travel$74,266$8,252-$82,518
Occupancy$57,750$24,750-$82,500
All Other Expenses$66,347$12,020-$78,367
Fees for Services Legal$51,995$22,283-$74,278
Insurance$30,486$13,065-$43,551
Fees for Services Accounting$28,793$12,340-$41,133
Fees for Services Other$3,311$1,420-$4,731
Total Functional Expenses$30,406,402$510,063$0$30,916,465

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$30,916,465
Total Expenses per Audited Statements$30,916,465
Total Expenses per Form 990$30,916,465
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
St Elizabeth Seton SchoolPalo Alto, CA501c3Operational subsidy$1,780,189
Ministry Svces of DOC of St Vincent De PaulLos Altos Hills, CA501c3Operational subsidy$1,745,696
Our Lady of the Visitatio SchoolSf, CA501c3Operational subsidy$1,649,107
Mt St Joseph - St ElizabethSan Francisco, CA501c3Operational subsidy$1,629,765
St Vincent de Paul SchoolPhoenix, AZ501c3Operational subsidy$1,609,102
St Vincent's - Santa BarbaraSanta Barbara, CA501c3Operational subsidy$1,560,000
St Patrick SchoolSan Jose, CA501c3Operational subsidy$1,554,299
Our Lady of the Miraculous Medal SchoolMontebello, CA501c3Operational subsidy$1,510,799
Mother of SorrowsLa, CA501c3Operational subsidy$1,238,611
Our Lady of Talpa SchoolLa, CA501c3Operational subsidy$1,137,770
St Vincent SchoolLa, CA501c3Operational subsidy$1,012,700
St Louise Resource ServicesLynwood, CA501c3Operational Subsidy$901,150
GRACE End Child Poverty InstitutePasadena, CA501c3Operational subsidy$900,000
De Marillac AcademySf, CA501c3Operational subsidy$883,366
Seton ProvincialateLost Hills, CA501c3Operational subsidy$527,100
Sacred Heart Cathedral PrepSf, CA501c3Operational subsidy$343,460
Villa SienaMountain View, CA501c3Operational subsidy$300,000
Give Me A Chance IncOgden, UT501c3Operational subsidy$210,000
Daughters of Charity FoundationLos Angeles, CA501c3Dianes kids$110,200
St Jude Food BankTuba City, AZ501c3Operational subsidy$91,000
Rosalie Rendu CenterPalo Alto, CA501c3Operational subsidy$80,000
Marian Outreach Center St Lucy ChurchLong Beach, CA501c3To serve the poor and the needy.$23,000
Center of HopeLayton, UT501c3To serve the poor and the needy.$10,000
DOC Jail & Prison MinistryCitrus Heights, CA501c3Evangelization$5,000
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
Federal income taxes$7,256,618
Pozzo Tuition Payable$1,994,707
High School Tuition Payable$1,866,267
DCHS Interest Rate Swap Payable$1,680,000
De Marillac Academy Graduates Program$173,445
Sister Teresa Payable-
Note Payable-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

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

“Each year the board is presented with a questionnaire to ensure the compliance with the conflict of interest policy.”

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

“The process of determining compensation includes a review and approval by independent persons, comparability data and contemporaneous substantation of the deliberation and decision.”

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

“A copy of form 990 is provided to certain members of management and their legal counsel for review prior to filing.”

Form 990, Part VI, Section C, Line 19

“Governing documents, conflict of interest policy and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
Daughters of Charity Foundation
EIN
77-0047181
Phone
2134847333
Address
2131 WEST THIRD STREET, LOS ANGELES, CA 90057

Signing Officer

Name
Sister Joyce Weller Dc
Title
Executive Director
Signed
2020-02-21
Discuss with paid preparer
Yes

Organization Details

Formed
1984
Legal Domicile
CA
Voting Board Members
16
Independent Board Members
16
Employees
7

Preparer

Firm
Zuehls Legaspi & Co
Address
350 S Figueroa St Suite 437, Los Angeles, CA 90071
Preparer
Susan Legaspi
Phone
2139724033
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D

“Program Service Expenses 1,142,162, Grants and allocations 0, Revenue 0 DE MARILLAC GRADUATES PROVIDES TUITION FOR GRADUATES OF DE MARILLAC ACADEMY TO CONTINUE THEIR EDUCATION AT A CATHOLIC HIGH SCHOOL.”

Form 990, Part III, Line 4D

“Program Service Expenses 7,088,774, Grants and allocations 0, Revenue 0 MISCELLANEOUS OTHER SUPPORT OF VARIOUS MINISTRIES OTHER GRANTS AND SUPPORT TO VARIOUS RELATED MINISTRIES.”

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IRS990/Form990PartVIISectionAGrp/PersonNm10MARY ELIZABETH GALLO
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IRS990/Form990PartVIISectionAGrp/PersonNm12LUCY MCHALE
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IRS990/Form990PartVIISectionAGrp/PersonNm14NANCY MYERS
IRS990/Form990PartVIISectionAGrp/PersonNm15SISTER MICHELLE RANDALL DC
IRS990/Form990PartVIISectionAGrp/PersonNm16SISTER MARJORY ANN BAEZ DC
IRS990/Form990PartVIISectionAGrp/PersonNm17MARY ELIZABETH O'BRIEN
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IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY-TREASURER
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IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
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IRS990/ProgSrvcAccomActy3Grp/Desc0Educational Enrichment and High School Tuition Assistance Program HSTAP provide schools in the western province with funds that enhance libraries, arts and sports programs, annual field trips as well as high school tuition for graduates of Daughters of Charity schools.
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Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$363,194,381
Liabilities
$36,509,408
Net assets
$326,684,973
Revenue
$20,304,910
Expenses
$30,916,465
Net income
-$10,611,555
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$324$26.9$297$15.3$30.4$15.1
2023Detailed filing. Detailed filing data is available for this year.$379$29.1$350$14.2$32.0$17.7
2022Detailed filing. Detailed filing data is available for this year.$394$27.3$367$29.3$29.7$0.34
2021Detailed filing. Detailed filing data is available for this year.$458$28.3$430$21.5$27.9$6.44
2020Detailed filing. Detailed filing data is available for this year.$350$31.5$319$13.6$30.7$17.1
2019Detailed filing. Detailed filing data is available for this year.$363$36.5$327$20.3$30.9$10.6
2018Detailed filing. Detailed filing data is available for this year.$381$39.3$342$17.9$32.7$14.8
2017Detailed filing. Detailed filing data is available for this year.$395$39.5$356$25.3$30.7$5.41
2016Detailed filing. Detailed filing data is available for this year.$396$43.6$352$1.59$36.5$34.9
2015Detailed filing. Detailed filing data is available for this year.$410$40.3$370$30.1$35.1$4.98
2014Detailed filing. Detailed filing data is available for this year.$447$37.5$409$34.4$165$131
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$550$40.5$509$34.2
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$529$42.1$487$44.7
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$557$43.1$514$26.3