2016 Annual Report of the District Council

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2016 Annual Report of the District Council Fiscal year: 10/1/2015 9/30/2016 1/1/2016 12/31/2016 Deadline: December 31, 2016 (90 Days) February 28, 2017 (60 Days) Reporting Period: From to.

1 2016 Annual Report of the District Council Fiscal year: 10/1/2015 9/30/2016 1/1/ /31/2016 Deadline: December 31, 2016 (90 Days) February 28, 2017 (60 Days) Reporting Period: From to. (Arch)Diocesan Council Name: District Council Name: Office Mailing Address: City: State: Zip code: Office Phone ( ) Office address: Is this Council Incorporated? Yes No Does the Council have its own 501c3? (Arch)Diocesan Council National Group Ruling Catholic Directory None Does the Council s 501c3 include coverage of its Conferences? Yes No PART 1 District Council Data Please answer the following about the District Council: How often does the District Council meet? Annually Quarterly Bi-Monthly Monthly Other Number of Ozanam Orientations conducted in the District Council: Total number of Ozanam Orientation attendees: Does the District Council have a Spiritual Advisor? Yes No Total hours worked by members doing District Council business (including District operated Stores and Special Works) - not reported on Conference Reports: Total hours worked by non-member volunteers doing District Council business (including District operated Stores and Special Works): Total number of people served by the District Council (including District operated Stores and Special Works): Total value of direct service from District Council operated Stores and Special Works: $ Total value of in-kind goods from District Council operated Stores and Special Works: $ Total value of in-kind service from District Council operated Stores and Special Works: $ Page 1

2 Special Comparative Data from Operations, Stores and Special Works Operated by the District Council Systemic Change NUMBER OF VINCENTIANS TRAINED IN BRIDGES OUT OF POVERTY NUMBER OF FRIENDS GRADUATED FROM GETTING AHEAD NUMBER OF FRIENDS BEING MENTORED NUMBER OF VINCENTIANS ENGAGED IN ADVOCACY NUMBER OF VINCENTIANS ENGAGED IN SYSTEMIC CHANGE PROGRAMS NUMBER OF LIVES CHANGED (FUTURE USE-DO NOT ENTER) NUMBER OF PEOPLE MOVED OUT OF POVERTY (FUTURE USE-NO ENTRY) For Those District Councils that Operate Stores A Separate Stores Reports is Required In Addition to Providing the Following Information NUMBER OF STORES TOTAL SQUARE FOOTAGE OF STORES TOTAL NUMBER OF DONORS RETAIL PROGRAM REVENUE FROM DONATED GOODS $ RETAIL PROGRAM REVENUE FROM GOODS PURCHASED FOR RESALE $ RETAIL PROGRAM EXPENSES FROM DONATED GOODS $ RETAIL PROGRAM EXPENSES FROM GOODS PURCHASED FOR RESALE $ TOTAL NUMBER OF NEW EMPLOYEES HIRED IN THE STORES DONATION SOURCES USED BY STORES (CHECK ALL THAT APPLY) DONATION BOXES DONATIONS AT STORE OR WAREHOUSE PARISH COLLECTIONS HOME PICKUPS SPECIAL EVENT DONATIONS ATTENDED DONATION CENTER OTHER For Those District Councils that Operate Special Works A Separate Special Work Report is Required for Each Special Work District Council President: Date: District Council Executive Director*: Date: *If District Council has no executive director, please leave blank. NOTE: CONFERENCE CONSOLIDATED REPORTS ARE NOT REQUIRED AS THE CONFERENCE REPORTS ARE ALL INPUT BY THE ARCHDIOCESAN COUNCIL OFFICE INTO THE ANNUAL REPORTING SYSTEM. Page 2

3 FINANCIAL REPORT OF THE DISTRICT COUNCIL (This page is to include all special works and stores of the District Council, even if separately incorporated.) Please enter 0 if no money was collected or spent in a particular category. LAST YEAR S ENDING BALANCE: ADJUSTMENTS TO LAST YEAR S ENDING BALANCE: BEGINNING BALANCE: Receipts collected (cash basis) 1. Solidarity Contributions received from Conferences 2. Contributions from Conferences within the Council 3. Contributions from the (Arch)Diocesan Council 4. Contributions from other SVDPs 5. Contributions from members at District Meeting(s) 6. Contributions from the general public 7. Legacies received 8. Qualified Government Grants ONLY received 9. Disaster Funds received 10. Capital Campaign Funds received 11. Other Restricted Funds received 12. Receipts from Special Works (DO NOT include Stores) 13. Receipts from Stores ( Total Revenue from the Stores Report) 14. Receipts from Special Fundraising Events 15. Other Income TOTAL INCOME: Expenses (cash basis) 1. Solidarity Contributions to the National Council 2. Other Contributions to the National Council (Not including Solidarity Contributions) 3. Regional contributions 4. General administrative and operational costs 5. Expenses of Special Works (DO NOT include Stores) 6. Expenses of Stores Total Expenses (Wages, Benefits, Operating) from the Stores Report 7. Expenses of Special Fundraising Events 8. Contributions to Disaster 9. Contributions to Domestic Twinning 10. Contributions to International Twinning Other Expenses (Funds spent by the District Council that are not covered in items 1-10) TOTAL EXPENSES: ENDING BALANCE: Page 3

4 PART 2 Consolidated Report of the Conferences Please answer the following about the Conferences: Number of Conferences at beginning of fiscal year: How many Spanish speaking? Another dominant language (not English or Spanish)? Number of Conferences added during fiscal year: Number of Conferences removed during fiscal year: How many merged? Voluntarily closed? Closed by SVdP? Number of Conferences at end of fiscal year: How many Spanish speaking? Another dominant language (not English or Spanish)? (Please provide the names of the added and removed Conferences, and the effective dates.) Number of Conferences revitalized during the fiscal year: Need to be revitalized? In process? Number of Conferences that meet at the following frequencies: Weekly Twice Monthly Monthly Other Number of Conferences that have an active Spiritual Advisor: Number of Conferences that did submit an Annual Report: Number that did not: (The number of Conferences that did and did not submit an Annual Report must equal the number of Conferences reported at end of fiscal year.) MEMBERSHIP* (*Ethnic breakdown required for government reporting, grant applications, etc. Please assign each member to one category only.) Asian Black Caucasian Hispanic Latino Alaskan Native American Indian Native Hawaiian/ Other Pacific Islander Active (Full) under 19 Active (Full) 19 thru 39 Active (Full) 40 and over Total Active (Full) Mixed/ Other Associate under 19 Associate 19 thru 39 Associate 40 and over Total Associate Total Active (Full) Total Associate TOTAL MEMBERS Asian Black Caucasian Hispanic Latino Total Membership Alaskan Native American Indian Native Hawaiian/ Other Pacific Islander Mixed/ Other Comparative Membership Number New This Year Total All Vincentians Total under 19 (Youth) Total 19 through 39 (Young Adult) Total Minority (Non-Caucasian) Total Non-Vincentian Volunteers Page 4

5 TREASURER S REPORT Last Year s Ending Balance (Required) $ Adjustments to Last Year s Ending Balance $ Beginning Balance (Required) $ Receipts (Please round all figures to the nearest dollar) 1. Donations from Members $ 2. Church/Poor Box Collections $ 3A. Fund Raising - Special Works $ 3B. Fund Raising - Stores $ 3C. Fund Raising - Special Events/Other $ 4. Other SVdP Contributions $ 5A. Other Qualified Government Grants $ 5B. Other - Disaster Funds $ 5C. Other - Capital Campaign Funds $ 5D. Other - Other Restricted Funds $ 5E. Other - Misc. Receipts $ Total Receipts (1 thru 5E) + $ Expenses 6. Those We Serve $ 7. Disaster Contributions $ 8A Domestic Twinning $ 8B International Twinning** $ **Attach contact list for International Twinning Partners Subtotal (A) (6 thru 8) $ 9. Solidarity Contributions (Dues/Tithing) $ 10. Contributions to Upper Councils $ 11A. Operating Expense - Special Works $ 11B. Operating Expense - Stores $ 11C. Operating Expense - Special Events $ 11D. Operating Expense - Other $ 12. Other $ Subtotal (B) (9 thru 12) $ Total Expenses (Subtotal A + Subtotal B) - $ Ending Balance: Beginning Balance + Total Receipts Total Expenses = $ IN KIND GOODS AND SERVICES PROVIDED (NON-CASH CONTRIBUTIONS) Goods A. Food B. Furniture C. Clothing D. Other Subtotal 1 (I thru IV) Services E. Legal F. Medical G. Dental H. Other Subtotal 2 (V thru VIII) Totals (Subtotal 1 + Subtotal 2) # of People Helped (Included in Visits and Services below) $ Value Page 5

6 Visits and Services to People Person-to-Person Visits # of Visits # of People Helped (includes In-Kind) A. Home Visits B. Prison Visits C. Hospital Visits D. Eldercare Visits E. Other In-Person Visits Subtotal (A thru E) F. Telephone-Only Contacts Services G. Jobs Obtained H. Referrals I. Travel Aid J. Spiritual Aid/Sacraments K. Other Subtotal (G thru K) # Contacts # of People Helped # of Services TOTAL PEOPLE HELPED (ADD COLUMN 2: A THRU F) TOTAL HOURS OF SERVICE: MEMBERS TOTAL HOURS OF SERVICE: NON-MEMBERS ESTIMATED MILES IN VINCENTIAN SERVICES Special Comparative Data from Conference Reports Systemic Change NUMBER OF VINCENTIANS TRAINED IN BRIDGES OUT OF POVERTY NUMBER OF FRIENDS GRADUATED FROM GETTING AHEAD NUMBER OF FRIENDS BEING MENTORED NUMBER OF VINCENTIANS ENGAGED IN ADVOCACY NUMBER OF VINCENTIANS ENGAGED IN SYSTEMIC CHANGE PROGRAMS NUMBER OF LIVES CHANGED (FUTURE USE-DO NOT ENTER) NUMBER OF PEOPLE MOVED OUT OF POVERTY (FUTURE USE-NO ENTRY) From the Conference Stores Reports NUMBER OF STORES TOTAL SQUARE FOOTAGE OF STORES TOTAL NUMBER OF DONORS RETAIL PROGRAM REVENUE FROM DONATED GOODS $ RETAIL PROGRAM REVENUE FROM GOODS PURCHASED FOR RESALE $ RETAIL PROGRAM EXPENSES FROM DONATED GOODS $ RETAIL PROGRAM EXPENSES FROM GOODS PURCHASED FOR RESALE $ TOTAL NUMBER OF NEW EMPLOYEES HIRED IN THE STORES DONATION SOURCES USED BY STORES (CHECK ALL THAT APPLY) DONATION BOXES DONATIONS AT STORE OR WAREHOUSE PARISH COLLECTIONS HOME PICKUPS SPECIAL EVENT DONATIONS ATTENDED DONATION CENTER OTHER Page 6

2016 Annual Report of the (Arch)Diocesan Council (Please return this form to the US National Council Office.)

2016 Annual Report of the (Arch)Diocesan Council (Please return this form to the US National Council Office.) Fiscal year: 10/1/2015 9/30/2016 1/1/2016 12/31/2017 Deadline: January 31, 2017 (120 Days)