2024-07-15T16:03:37-05:00 2023-08-31 330690020 LAVINE LOFGREN MORRIS & ENGELBERG LLP 4180 LA JOLLA VILLAGE DR STE 300 LA JOLLA CA 92037 990 2022-09-01 200157629 ST PAUL'S VILLA INC STPA 6192396900 328 MAPLE STREET SAN DIEGO CA 92103 GEORGE VIEU VP OF FINANCE 6192396900 2024-07-04 1 GEORGE VIEU 999009999 0 JENNIFER A GLASER P00886843 8584551200 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z MICHAEL MCHALE 328 MAPLE STREET SAN DIEGO CA 92103 2214582 0 X N/A X 2003 CA OWNS REAL PROPERTY WHICH IS LEASED TO RELATED ORGANIZATION ST. PAUL'S EPISCOPAL HOME, INC, FOR SENIOR ASSISTED-LIVING COMMUNITY. 17 17 0 18 0 0 38963 0 528000 528800 -13942 42877 0 0 553021 571677 0 0 0 0 0 0 0 0 0 386880 360746 386880 360746 166141 210931 5874860 6140694 5015118 5069919 859742 1070775 OWNS REAL PROPERTY WHICH IS LEASED TO RELATED ORGANIZATION ST. PAUL'S EPISCOPAL HOME, INC, FOR SENIOR ASSISTED-LIVING COMMUNITY. 0 0 342105 528800 THE ORGANIZATION OWNS REAL PROPERTY LOCATED IN SAN DIEGO, CA, WHICH IS LEASED TO A RELATED PARTY, ST. PAUL'S EPISCOPAL HOME, INC., FOR THE OPERATION OF ST. PAUL'S VILLA, A SENIOR ASSISTED-LIVING COMMUNITY. 342105 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X X THE ORGANIZATION 6192396900 328 MAPLE STREET SAN DIEGO CA 92103 PATRICK EDD BOARD CHAIR 1.00 1.00 X X 0 0 0 RANDY TRUAX VICE CHAIR 1.00 1.00 X X 0 0 0 GLORIA JAMES SECRETARY 1.00 1.00 X X 0 0 0 LOUISE PHIPPS TREASURER 1.00 1.00 X X 0 0 0 JOE CRAVER IMMEDIATE PAST CHAIR 1.00 1.00 X X 0 0 0 MARK ALLAN DIRECTOR 1.00 1.00 X 0 0 0 CATHERINE CARLO DIRECTOR 1.00 1.00 X 0 0 0 JANET COOPER DIRECTOR 1.00 1.00 X 0 0 0 JAMES DEVITO DIRECTOR 1.00 1.00 X 0 0 0 LAURY GRAVES DIRECTOR 1.00 1.00 X 0 0 0 DAN GROSS DIRECTOR 1.00 1.00 X 0 0 0 JONATHAN HUNTER DIRECTOR 1.00 1.00 X 0 0 0 KIRK JACKSON DIRECTOR 1.00 1.00 X 0 0 0 ROBERTA JACOBSEN DIRECTOR 1.00 1.00 X 0 0 0 WILLIAM LITTLEJOHN DIRECTOR 1.00 1.00 X 0 0 0 BEN MEZA DIRECTOR 1.00 1.00 X 0 0 0 JAKE SUTTON DIRECTOR 1.00 1.00 X 0 0 0 RICHARD THORN ESQ DIRECTOR 1.00 1.00 X 0 0 0 JUSTIN LEWIS CATHEDRAL REP 1.00 1.00 X 0 0 0 JERRY MOTTO CATHEDRAL REP 1.00 1.00 X 0 0 0 MICHAEL MCHALE CURRENT CEO, PRESIDENT 1.00 59.00 X 0 364758 12870 CHERYL WILSON FORMER CEO, PRESIDENT 1.00 59.00 X 0 221276 19261 TIM FRAZIER CAO 1.00 49.00 X 0 216292 25955 ELLEN SCHMEDING COO 1.00 49.00 X 0 192872 23763 RANDALL SANNER CFO 1.00 49.00 X 0 201671 32962 0 1196869 114811 0 0 1 0 0 LEASE INCOME 623000 528000 528000 OTHER INCOME 623000 800 800 528800 33123 33123 1652659 1642905 9754 9754 9754 571677 528800 0 42877 14200 14200 4161 4161 115378 115378 172038 172038 54385 54385 PROPERTY TAXES 304 304 BANK FEES 280 280 360746 342105 18641 0 278464 68771 1594324 11284 10858 12410057 8653219 3787709 3756838 1147921 0 649482 709903 5874860 6140694 10448 0 46318 46318 4863332 4679996 95020 343605 5015118 5069919 X 859742 1070775 859742 1070775 5874860 6140694 210931 102 0 X X 0 1 X 1 1 1 X 551652 774093 14499 38963 1379207 564000 528000 552000 528000 528000 2700000 1115652 1302093 566499 566963 528000 4079207 0 0 0 4079207 16456 6625 14738 9020 33123 79962 16456 6625 14738 9020 33123 79962 800 800 1132108 1308718 581237 575983 561923 4159969 0.98060 0.98550 0.01920 0.01450 X 2268100 2268100 8621421 7295017 1326404 1520536 1358202 162334 3756838 ESCROW DEPOSITS 125842 MORTGAGE IMPOUNDS AND RESERVES 584061 709903 DUE TO RELATED ORGANIZATIONS 343605 343605 X 567618 102 102 567516 4161 4161 571677 356585 0 356585 4161 4161 360746 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE, AND HAS BEEN CLASSIFIED BY THE INTERNAL REVENUE SERVICE AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION. THE ORGANIZATION DETERMINED NO MATERIAL UNRECOGNIZED TAX BENEFITS OR LIABILITIES EXIST AS OF AUGUST 31, 2023. IF APPLICABLE, THE ORGANIZATION WILL RECOGNIZE INTEREST AND PENALTIES RELATED TO UNDERPAYMENT OF INCOME TAXES AS INCOME TAX EXPENSE. AS OF AUGUST 31, 2023, THE ORGANIZATION HAD NO AMOUNTS RELATED TO UNRECOGNIZED INCOME TAX BENEFITS AND NO AMOUNTS RELATED TO ACCRUED INTEREST AND PENALTIES. THE ORGANIZATION DOES NOT ANTICIPATE ANY SIGNIFICANT CHANGES TO UNRECOGNIZED TAX BENEFITS OVER THE NEXT YEAR. MANAGEMENT OF THE ORGANIZATION BELIEVES ITS ACTIVITIES ALLOW IT TO CONTINUE AS AN ORGANIZATION EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND BELIEVES THERE ARE NO ACTIVITIES SUBJECT TO UNRELATED BUSINESS INCOME TAX. THE ORGANIZATION BELIEVES IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH DO NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE ORGANIZATION'S RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX FOR THE TAX YEARS ENDED AUGUST 31, 2022, 2021, AND 2020, ARE OPEN FOR EXAMINATION AND MANAGEMENT ANTICIPATES THE STATUTE OF LIMITATIONS FOR THE RETURN FOR THE YEAR ENDED AUGUST 31, 2023, WILL EXPIRE IN JULY 2027. X X X X X 0 0 0 0 0 0 0 0 0 MICHAEL MCHALE CURRENT CEO, PRESIDENT 0 318834 0 45000 0 924 0 9258 0 3612 0 377628 0 0 CHERYL WILSON FORMER CEO, PRESIDENT 0 195928 0 25000 0 348 0 16954 0 2307 0 240537 0 0 TIM FRAZIER CAO 0 211575 0 1145 0 3572 0 17399 0 8556 0 242247 0 0 ELLEN SCHMEDING COO 0 186051 0 1142 0 5679 0 15211 0 8552 0 216635 0 0 RANDALL SANNER CFO 0 195785 0 1171 0 4715 0 16325 0 16637 0 234633 0 0 FORM 990, PART VI, SECTION A, LINE 6 ST. PAUL'S EPISCOPAL HOME, INC., (FEIN 95-2111196) IS THE ORGANIZATION'S SOLE MEMBER. FORM 990, PART VI, SECTION A, LINE 7A DIRECTORS ARE APPROVED ANNUALLY BY THE SOLE MEMBER, ST. PAUL'S EPISCOPAL HOME, INC. FORM 990, PART VI, SECTION A, LINE 7B DIRECTORS OF THE ORGANIZATION ARE APPROVED ANNUALLY BY ST. PAUL'S EPISCOPAL HOME, INC. ADDITIONALLY, ST. PAUL'S EPISCOPAL HOME, INC. APPROVES CHANGES IN THE BYLAWS OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B AFTER REVIEW AND APPROVAL BY MANAGEMENT, THE FORM 990 IS PROVIDED TO ALL BOARD MEMBERS FOR REVIEW BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS SIGN A CONFLICT OF INTEREST POLICY STATEMENT ANNUALLY. COMPLIANCE WITH THE POLICY MONITORED BY CEO AND BOARD CHAIR. FORM 990, PART VI, SECTION C, LINE 18 DOCUMENTS AVAILABLE FOR INSPECTION ARE MADE AVAILABLE AT PHYSICAL LOCATION AND UPON WRITTEN REQUEST. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS AVAILABLE FOR INSPECTION ARE MADE AVAILABLE AT PHYSICAL LOCATION AND UPON WRITTEN REQUEST. PART XII, LINE 2 - CHANGE OF OVERSIGHT OR SELECTION PROCESS NO CHANGE IN OVERSIGHT OR SELECTION PROCESS ST PAUL'S EPISCOPAL HOME INC 328 MAPLE STREET SAN DIEGO CA 92103 952111196 PROVIDES HOUSING AND SERVICES TO SENIORS CA 501(C)(3) LINE 10 N/A 0 ST PAUL'S RETIREMENT HOME FOUNDATION 328 MAPLE STREET SAN DIEGO CA 92103 330627795 PROVIDE FUNDRAISING SUPPORT TO PROGRAMS CA 501(C)(3) LINE 7 ST PAUL'S EPISCOPAL HOME INC 0 COMMUNITY ELDERCARE OF SAN DIEGO 328 MAPLE STREET SAN DIEGO CA 92103 330853316 CARE FOR THE ELDERLY CA 501(C)(3) LINE 10 ST PAUL'S EPISCOPAL HOME INC 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 ST PAUL'S EPISCOPAL HOME INC D 37745078 GAAP ST PAUL'S EPISCOPAL HOME INC J 528800 GAAP ST PAUL'S EPISCOPAL HOME INC P 356585 GAAP