2022-09-11T12:52:00-05:00 2021-12-31 450250958 EIDE BAILLY LLP 2355 E CAMELBACK RD STE 900 PHOENIX AZ 850169065 990 2021-01-01 860711922 ST MARY'S HOUSING DEVELOPMENT CORP STMA 6029970013 2330 WEST MISSION LANE SUITE 10 PHOENIX AZ 85021 CHEAK YEE PRESIDENT 6029970013 2022-08-23 1 CHEAK YEE 999009999 BRENDA ANN BLUNT CPA P00075126 4803151040 2022-08-23 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z ST MARY'S MANOR CHEAK YEE 2330 WEST MISSION LANE SUITE 10 PHOENIX AZ 85021 293114 0 X N/A X 1988 AZ TO PROVIDE HOUSING AND SUPPORT SERVICES TO ELDERLY AND HANDICAPPED PERSONS. 6 6 0 6 0 0 0 0 294304 293105 12 -339 0 0 294316 292766 0 0 0 0 118531 99123 0 0 0 239612 236105 358143 335228 -63827 -42462 705249 628397 89494 55104 615755 573293 X TO PROVIDE HOUSING AND SUPPORT SERVICES TO ELDERLY AND HANDICAPPED PERSONS. 0 0 289718 293105 THE ORGANIZATION PROVIDED AFFORDABLE HOUSING TO ELDERLY RESIDENTS THROUGH THE OPERATION OF A 41-UNIT HUD 202 PRAC MULTIFAMILY HOUSING COMMUNITY IN PHOENIX, ARIZONA. IN 2021, THIS ORGANIZATION SERVED 44 RESIDENTS: 86% WERE BETWEEN AGES 62-81; AND 14% BETWEEN AGES 82-93. ST MARY'S MANOR EMPLOYS A SERVICE COORDINATOR WHO ASSISTED RESIDENTS IN OBTAINING NEEDED SUPPORTIVE SERVICES AND REFERRALS TO COMMUNITY-BASED AGENCIES. IN 2021, THIS COMMUNITY CONTINUED TO BE IMPACTED BY THE COVID-19 PANDEMIC AND HAD LIMITED SOCIAL ACTIVITIES AND COMMUNITY EVENTS FOR THE MAJORITY OF THE YEAR. THE SERVICE COORDINATOR CONTINUED TO ASSIST RESIDENTS OVER-THE-PHONE WITH SERVICES SUCH AS: COVID-19 VACCINE INFO AND TESTING, BENEFITS/ENTITLEMENTS, CASE MANAGEMENT, EMERGENCY FOOD AND HOME DELIVERED MEALS, ISOLATION (CONT'D ON SCH O) INTERVENTION, SUBSTANCE ABUSE, EMERGENCY MONEY/RENT, GENERAL INFO/REFERRAL, HEALTHCARE SERVICES, TRANSLATION/INTERPRETATION, AND TRANSPORTATION. 289718 1 0 0 0 0 0 0 0 1 0 1 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 8 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 1 0 0 1 1 1 1 0 0 0 1 1 1 1 1 1 0 0 0 X NANCY BILLS - BILTMORE PROPERTIES INC 6029970013 2330 WEST MISSION LANE SUITE 10 PHOENIX AZ 85021 X M CHEAK YEE PRESIDENT 0.20 X X 0 0 0 RON CAPUTO VICE PRESIDENT 0.20 X X 0 0 0 PHYLLIS EDESON SECRETARY/TREASURER 0.20 X X 0 0 0 FR CRAIG BUSTRIN DIRECTOR 0.20 X 0 0 0 CAROL BECKETT DIRECTOR 0.20 X 0 0 0 ADAM SANDER DIRECTOR 0.20 X 0 0 0 0 0 0 0 0 0 0 0 NET RENTAL INCOME 623990 290119 290119 LAUNDRY AND OTHER 812300 2986 2986 293105 9 9 348 -348 -348 -348 292766 293105 0 -339 79013 76393 2620 11264 10891 373 8846 8553 293 21156 21156 311 311 10535 10535 24075 24075 8709 8709 686 686 61437 61437 175 175 444 444 71908 71908 9703 9703 REPAIRS AND MAINTENANCE 19293 19293 FEES, TAXES AND LICENSE 7247 7247 MISCELLANEOUS EXPENSES 218 218 BAD DEBTS 208 208 335228 289718 45510 0 3083 4209 242 840 4431 5052 2064482 1520696 600140 543786 97353 74510 705249 628397 80375 45346 235 462 8884 9296 89494 55104 X 615755 573293 615755 573293 705249 628397 -42462 0 X 0 1 X 0 1 1 X 50 50 308194 307936 292652 294304 293105 1496191 308244 307936 292652 294304 293105 1496241 0 83845 89760 79246 91266 86866 430983 83845 89760 79246 91266 86866 430983 1065258 48 49 27 12 9 145 48 49 27 12 9 145 308292 307985 292679 294316 293114 1496386 0.71190 0.71830 0.00010 0.00010 X 0 1 X 256947 256947 1781333 1497567 283766 5264 5264 0 20938 17865 3073 543786 ESCROW DEPOSITS 2036 REPLACEMENT RESERVE 49999 TENANT DEPOSITS HELD IN TRUST 12458 RESIDUAL RECEIPTS 10017 74510 X 300698 7584 7584 293114 -348 -348 292766 343160 7932 7932 335228 0 335228 PART IV, LINE 2B: THE ORGANIZATION HOLDS TENANT DEPOSITS IN TRUST. THE AMOUNTS HELD FOR RESIDENTS ARE REPORTED ON FORM 990, PART X, LINES 15 AND 21. PART X, LINE 2: MANAGEMENT BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY INCOME TAX POSITIONS TAKEN, AND, AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: ADMINISTRATIVE RENT 7,584. PART XI, LINE 4B - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF FIXED ASSET -348. PART XII, LINE 2D - OTHER ADJUSTMENTS: ADMINISTRATIVE RENT 7,584. LOSS ON DISPOSAL OF FIXED ASSET 348. FORM 990, PART VI, SECTION A, LINE 3 THE BOARD OF THE ORGANIZATION HAS AGREED THAT ALL MANAGEMENT SERVICES AND OVERSIGHT OF THE PROPERTY SHALL BE DONE BY BILTMORE PROPERTIES, INC. BILTMORE PROPERTIES, INC. HAS AGREED TO MANAGE ALL RENTAL OPERATIONS FOR A SPECIFIC FEE PER MONTH. FORM 990, PART VI, SECTION A, LINE 6 THROUGHOUT THE HISTORY OF THE CORPORATION, THE MEMBERS OF THE CORPORATION ARE THE MEMBERS OF THE SPONSOR, ST. MARY'S EPISCOPAL CHURCH. FORM 990, PART VI, SECTION A, LINE 7A FOUR TRUSTEES MUST BE ELECTED FROM CURRENT MEMBERS OF THE VESTRY OF ST. MARY'S EPISCOPAL CHURCH, CHOSEN BY A MAJORITY VOTE OF THE WHOLE CORPORATION MEMBERSHIP AT ITS ANNUAL MEETING. THE STANDING COMMITTEE OF THE DIOCESE OF ARIZONA MAY, BUT HAS NOT TO DATE, DESIGNATE TWO PERSONS TO BE MEMBERS OF THE BOARD OF TRUSTEES OF THIS CORPORATION. THE BOARD OF TRUSTEES MAY APPOINT, FROM TIME TO TIME, A COUNSEL TO THE BOARD, WHO SHALL, EX OFFICIO, BE A MEMBER OF THE BOARD OF TRUSTEES WITH VOICE AND VOTE THEREON, AND WHOSE SEAT ON THE BOARD SHALL BE IN ADDITION TO THE FOUR SEATS AVAILABLE FOR ELECTION BY THE BOARD. THE STANDING COMMITTEE OF THE DIOCESE OF ARIZONA MAY DESIGNATE TWO PERSONS TO BE MEMBERS OF THE BOARD OF TRUSTEES OF THIS CORPORATION, WHO SHALL HAVE VOICE AND VOTE THEREON, AND WHO SHALL SERVE AT THE PLEASURE OF THE DIOCESAN COUNCIL. THE RECTOR, SENIOR WARDEN AND JUNIOR WARDEN OF THE CHURCH ARE EX OFFICIO MEMBERS OF THE BOARD. UP TO FOUR ADDITIONAL TRUSTEES MAY BE ELECTED FROM TIME TO TIME BY THE BOARD OF TRUSTEES SO AS TO REPRESENT INTERESTED SEGMENTS OF THE OVERALL COMMUNITY OR NEEDED SKILLS. FORM 990, PART VI, SECTION A, LINE 7B MEMBERS MUST APPROVE CHANGES IN THE ARTICLES OF INCORPORATION AND BYLAWS. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 WILL BE PROVIDED TO BILTMORE PROPERTIES AND THE BOARD FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS AND OFFICERS ARE COVERED BY THE CONFLICT OF INTEREST POLICY. THE ORGANIZATION DOES NOT HAVE ANY KEY EMPLOYEES. IF A CONFLICT OF INTEREST DOES ARISE, THE CONFLICT WOULD BE REVIEWED BY THE BOARD AND CONSIDERED FOR A DECISION. IF A CONFLICT OF INTEREST ARISES FOR A BOARD MEMBER, THE BOARD MEMBER MUST REFRAIN FROM VOTING. FORM 990, PART VI, SECTION B, LINE 15 AS THE ORGANIZATION DOES NOT HAVE A TOP MANAGEMENT OFFICIAL AND DOES NOT COMPENSATE INDIVIDUALS SERVING AS OFFICERS, THE BOARD DOES NOT HAVE A PROCESS FOR APPROVING COMPENSATION. THE BOARD DOES HAVE A PROCESS FOR ENGAGING A MANAGEMENT COMPANY TO OVERSEE THE OPERATIONS OF THE PROPERTY. THIS PROCESS INCLUDES EVALUATION AND APPROVAL OF A MANAGEMENT COMPANY THAT WILL MEET THE NEEDS OF THE ORGANIZATION. THE BOARD REVIEWS AND APPROVES THE RATES TO BE PAID TO THE MANAGEMENT COMPANY AND THE TIME PERIOD OF THE CONTRACT. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART V, LINE 2A EMPLOYEES ARE EMPLOYED BY AN OUTSIDE AGENCY. NO FEDERAL OR STATE PAYROLL REPORTING IS DONE BY THIS ORGANIZATION. ST MARY'S EPISCOPAL CHURCH 6522 NORTH 39TH AVENUE PHOENIX AZ 85019 860170321 PLACE OF WORSHIP AZ 501 (C)(3) LINE 1 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0