2025-11-11T13:24:12-06:00 2024-12-31 330690020 LAVINE LOFGREN MORRIS & ENGELBERG LLP 4180 LA JOLLA VILLAGE DR STE 300 LA JOLLA CA 92037 990 2024-01-01 200157629 ST PAUL'S VILLA INC STPA 6192396900 328 MAPLE STREET SAN DIEGO CA 92103 GEORGE VIEU VP OF FINANCE 6192396900 2025-11-03 1 0 JENNIFER A GLASER P00886843 8584551200 2024 2025-03-06 01:10:19Z MICHAEL MCHALE 328 MAPLE STREET SAN DIEGO CA 92103 2907807 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. 18 18 0 17 0 0 0 0 196000 588000 24412 79981 0 0 220412 667981 0 0 0 0 0 0 0 0 0 136221 374949 136221 374949 84191 293032 6376919 6592866 5221951 5139419 1154968 1453447 OWNS REAL PROPERTY WHICH IS LEASED TO RELATED ORGANIZATION ST. PAUL'S EPISCOPAL HOME, INC, FOR SENIOR ASSISTED-LIVING COMMUNITY. 0 0 335423 588000 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. 335423 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 18 18 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 RANDY TRUAX BOARD CHAIR 1.00 1.00 X X 0 0 0 JAKE SUTTON VICE CHAIR 1.00 1.00 X X 0 0 0 MAUREEN MCNULTY SECRETARY- CATHEDRAL REP 1.00 1.00 X X 0 0 0 BILL MCCOLL TREASURER 1.00 1.00 X X 0 0 0 MARK ALLAN 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 PHIL GREINER DIRECTOR 1.00 1.00 X 0 0 0 DAN GROSS DIRECTOR 1.00 1.00 X 0 0 0 LESSLIE KELLER DIRECTOR 1.00 1.00 X 0 0 0 PETER GALLAGHER DIRECTOR 1.00 1.00 X 0 0 0 MARK MCMAHON DIRECTOR 1.00 1.00 X 0 0 0 BEN MEZA DIRECTOR 1.00 1.00 X 0 0 0 JERRY RINDONE DIRECTOR 1.00 1.00 X 0 0 0 RICHARD THORN ESQ DIRECTOR 1.00 1.00 X 0 0 0 ALEXANDRA VINSON DIRECTOR 1.00 1.00 X 0 0 0 PHYLLIS LENGYEL CATHEDRAL REP 1.00 1.00 X 0 0 0 MICHAEL MCHALE CEO, PRESIDENT 3.00 57.00 X 0 562296 35068 GEORGE VIEU CFO 1.00 49.00 X 0 281320 8440 SOPHIA LUKAS COO OF HOUSING 1.00 49.00 X 0 313387 25503 0 1157003 69011 0 0 1 0 0 LEASE INCOME 623000 588000 588000 588000 61000 61000 2258807 2239826 18981 18981 18981 667981 588000 0 79981 25816 25816 4611 4611 8900 8900 199 199 118993 118993 156554 156554 59305 59305 PROPERTY TAXES 571 571 374949 335423 39526 0 220771 58771 1617386 59618 21897 24766 12906239 8868238 3752644 4038001 1638146 764221 773564 6376919 6592866 9919 9510 2318 2318 4617824 4428064 591890 699527 5221951 5139419 X 1154968 1453447 1154968 1453447 6376919 6592866 293032 5447 0 X X 0 1 X 1 1 1 X 14499 38963 53462 552000 528000 528000 196000 588000 2392000 566499 566963 528000 196000 588000 2445462 0 0 0 2445462 14738 9020 33123 24412 61000 142293 14738 9020 33123 24412 61000 142293 800 800 581237 575983 561923 220412 649000 2588555 0.94470 0.97270 0.05500 0.02710 X 2268100 2268100 9034805 7459228 1575577 1603334 1409010 194324 4038001 ESCROW DEPOSIT 169215 MORTGAGE IMPOUNDS AND RESERVES 604349 773564 DUE TO RELATED ORGANIZATIONS 699527 699527 X 668817 5447 5447 663370 4611 4611 667981 370338 0 370338 4611 4611 374949 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 DECEMBER 31, 2024. IF APPLICABLE, THE ORGANIZATION WILL RECOGNIZE INTEREST AND PENALTIES RELATED TO UNDERPAYMENT OF INCOME TAXES AS INCOME TAX EXPENSE. AS OF DECEMBER 31, 2024, 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 DECEMBER 31, 2023, AUGUST 31, 2023, AND 2022 ARE OPEN FOR EXAMINATION AND MANAGEMENT ANTICIPATES THE STATUTE OF LIMITATIONS FOR THE RETURN FOR THE YEAR ENDED DECEMBER 31, 2024, WILL EXPIRE IN NOVEMBER 2028. X X X X X 0 0 0 0 0 0 0 0 0 MICHAEL MCHALE CEO, PRESIDENT 0 490512 0 70200 0 1584 0 28776 0 6292 0 597364 0 0 GEORGE VIEU CFO 0 236104 0 45000 0 216 0 8440 0 0 0 289760 0 0 SOPHIA LUKAS COO OF HOUSING 0 284947 0 28200 0 240 0 24379 0 1124 0 338890 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 36916818 GAAP ST PAUL'S EPISCOPAL HOME INC E 4475174 GAAP ST PAUL'S EPISCOPAL HOME INC J 588000 GAAP ST PAUL'S EPISCOPAL HOME INC P 370338 GAAP