2025-08-27T11:29:15-05:00 2024-12-31 330221239 THE BUSCH FIRM 2532 DUPONT DRIVE IRVINE CA 92612 990 2024-01-01 843366266 SAINT EDWARD RETREAT CENTER SAIN 8189494590 4529 ANGELES CREST HWY 210 LA CANADA CA 910113202 KENNETH LUND PRESIDENT 8189494590 2025-08-27 1 1 GREGORY BUSCH P00156481 9494747368 2024 2025-03-06 01:10:19Z KENNETH LUND 4529 ANGELES CREST HWY STE 210 LA CANADA CA 91011 2377142 0 X HTTPS://SAINTEDWARDRETREATCENTER.ORG/ X 2019 CA THE ORGANIZATION'S MISSION IS TO OFFER EDUCATIONAL PROGRAMS AIMED AT IMPROVEMENT OF THE WHOLE PERSON AND DEVELOPMENT OF EACH PERSON'S RELATIONSHIP WITH GOD FOR CATHOLIC SCHOOLS, NONPROFIT ORGANIZATIONS, AND UNDERSERVED CHILDREN AND ADULTS; OPERATE AND MAINTAIN A RETREAT CENTER AND PROGRAM FACILITY IN ACCORDANCE WITH THE CATHOLIC FAITH; AND CARRY ON OTHER ACTIVITIES ASSOCIATED WITH THESE PURPOSES. 20 20 12 0 0 0 263214 1578860 612634 735697 -1713 18621 0 0 874135 2333178 0 0 0 0 387117 451451 0 0 0 704099 978184 1091216 1429635 -217081 903543 1047043 1950586 300000 300000 747043 1650586 X THE ORGANIZATION'S MISSION IS TO OFFER EDUCATIONAL PROGRAMS AIMED AT IMPROVEMENT OF THE WHOLE PERSON AND DEVELOPMENT OF EACH PERSON'S RELATIONSHIP WITH GOD FOR CATHOLIC SCHOOLS, NONPROFIT ORGANIZATIONS, AND UNDERSERVED CHILDREN AND ADULTS; OPERATE AND MAINTAIN A RETREAT CENTER AND PROGRAM FACILITY IN ACCORDANCE WITH THE CATHOLIC FAITH; AND CARRY ON OTHER ACTIVITIES ASSOCIATED WITH THESE PURPOSES. 0 0 1103394 736912 THE ORGANIZATION UNDERTOOK STEPS TO OPERATE A RETREAT CENTER OFFERING SERVICES ALIGNED WITH THE ORGANIZATION'S MISSION. 1103394 1 1 0 0 0 0 0 0 0 0 1 0 0 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 1 0 0 0 0 0 0 0 0 1 14 0 1 12 1 0 0 0 0 0 0 0 0 0 0 X 20 20 1 0 0 0 1 0 1 1 1 0 0 1 0 0 0 0 0 0 CA X SAINT EDWARD RETREAT CENTER 8189494590 4529 ANGELES CREST HWY STE 210 LA CANADA CA 91011 X KENNETH LUND CHAIRMAN; PRESIDENT; DIREC 5.00 X X 0 0 0 CHRISTINA DOERFLER SECRETARY; DIRECTOR 5.00 X X 0 0 0 DARRYL BLUNK TREASURER; DIRECTOR 1.50 X X 0 0 0 KATHLEEN LUND DIRECTOR 1.00 X 0 0 0 MARK HEYDORFF DIRECTOR 1.00 X 0 0 0 MIKE SMITH DIRECTOR 1.00 X 0 0 0 THOMAS P ROMANO DIRECTOR 1.00 X 0 0 0 NATALIE M PETERSON DIRECTOR 1.00 X 0 0 0 MARY LUND DIRECTOR 1.00 X 0 0 0 REV CHRISTOPHER IWANCIO OFM CAP DIRECTOR 1.00 X 0 0 0 MARY KAY GATES DIRECTOR 1.00 X 0 0 0 JANE SCHROEDER DIRECTOR 1.00 X 0 0 0 REV MATT ELSHOFF OFM CAP DIRECTOR 1.00 X 0 0 0 REV KEN DEASY DIRECTOR 1.00 X 0 0 0 RAY CALAME DIRECTOR 1.00 X 0 0 0 ANDREW BURGHDORF DIRECTOR 1.00 X 0 0 0 JEFF HILGER DIRECTOR 1.00 X 0 0 0 BETH HOUSTON DIRECTOR 1.00 X 0 0 0 SHEILA COLLINS DIRECTOR 1.00 X 0 0 0 ANTHONY EQUIVEL DIRECTOR 1.00 X 0 0 0 0 0 0 0 0 0 0 0 1578860 30207 1578860 RETREAT SERVICES 721000 481648 481648 CAMP SERVICES 721000 254049 254049 735697 6616 1215 5401 55969 43964 12005 12005 12005 2333178 736912 0 17406 409353 409353 42098 42098 10327 10327 4236 4236 2081 2081 110000 110000 326241 326241 74725 74725 REPAIRS AND MAINTENANCE 149764 149764 FOOD 127558 127558 UTILITIES 66453 66453 RETREAT AND CAMP EXPENS 52397 52397 54402 54402 1429635 1103394 326241 0 290161 52921 0 753594 0 0 1406126 705788 538216 700338 101277 182740 117389 260993 1047043 1950586 300000 300000 300000 300000 X 0 0 0 0 747043 1650586 747043 1650586 1047043 1950586 903543 0 X 0 0 0 X 201592 992688 1437593 875848 2314557 5822278 201592 992688 1437593 875848 2314557 5822278 5822278 1351 500 1851 5824129 0.99970 0.99950 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 710588 151899 558689 220616 205356 15260 474922 348533 126389 700338 CONSTRUCTION IN PROGRESS 260993 260993 X 2 30207 AVG DAY'S HI/LOW STK 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 SEVERAL DIRECTORS ARE ALSO ONE OR MORE OF THE FOLLOWING (A) DIRECT OR INDIRECT MEMBERS (I.E., OWNERS) OF SERC WRIGHTWOOD, LLC ("SERC WRIGHTWOOD") (84-4089763) AND (B) DIRECTORS OF ST. FRANCIS HIGH SCHOOL OF LA CANADA FLINTRIDGE ("ST. FRANCIS") (95-16768858). KATHLEEN LUND IS THE MOTHER OF KENNETH LUND, CHRISTINA DOERFLER, NATALIE PETERSON, AND EDWARD LUND. KENNETH LUND IS MARRIED TO MARY LUND. CHRISTINA DOERFLER IS MARRIED TO STEPHEN DOERFLER. LISA SMITH FREER IS MARRIED TO BRAD FREER, WHO IS A MEMBER OF SERC WRIGHTWOOD. KENNETH LUND, MARY LUND, KATHLEEN LUND, NATALIE PETERSON, LISA SMITH FREER, AND MARY KAY GATES ARE DIRECT OR INDIRECT MEMBERS OF SERC WRIGHTWOOD. MARK HEYDEROFF, REV. MATT ELSHOFF O.F.M. CAP., MAY KAY GATES, MIKE SMITH, ANDREW BURGHDORF, BRAD FREER, AND EDWARD LUND SERVE ON THE BOARD OF DIRECTORS OF ST. FRANCIS. KENNETH LUND, KATHLEEN LUND, NATALIE PETERSON, AND CHRISTINA DOERFLER SERVE ON THE BOARD OF DIRECTORS AND/OR ALSO SHAREHOLDERS THROUGH REVOCABLE OR IRREVOCABLE TRUSTS OF ALLEN LUND CORPORATION (95-4302000). KENNETH LUND, KATHLEEN LUND, NATALIE PETERSON, AND CHRISTINA DOERFLER ARE ON THE BOARD OF DIRECTORS AND/OR ALSO DIRECT OR INDIRECT SHAREHOLDERS, THROUGH REVOCABLE OR IRREVOCABLE TRUSTS, OF LONG CANYON RANCH, INC. (87-0508272). KENNETH LUND, KATHLEEN LUND, CHRISTINA DOERFLER, AND STEPHEN DOERFLER ARE DIRECT OR INDIRECT MEMBERS, THROUGH REVOCABLE OR IRREVOCABLE LIVING TRUSTS, OF ALC EMPLOYEE OWNERSHIP COMPANY, LLC (46-1367381). IN 2020, SAINT EDWARD RETREAT CENTER ENTERED INTO A LEASE AGREEMENT WITH SERC WRIGHTWOOD, WHICH OWNS FEE TITLE TO THE PROPERTY ON WHICH SAINT EDWARD RETREAT CENTER OPERATES. MORE INFORMATION ON SAINT EDWARD RETREAT CENTER'S LEASE CAN BE FOUND IN THE TAX EXEMPTION APPLICATION. SAINT EDWARD RETREAT CENTER BORROWED FUNDS FROM ST. FRANCIS TO COVER INITIAL OPERATING EXPENSES. AN UNSECURED PROMISSORY NOTE EVIDENCES THE LOAN. ALSO, PER THE TERMS OF A SUB-DEBT LENDER SIDE AGREEMENT SIGNED IN 2020, SAINT EDWARD RETREAT CENTER GRANTED ST. FRANCIS A RESERVATION PREFERENCE TO RESERVE THE FACILITIES ON WHICH SAINT FRANCIS RETREAT CENTER IS LOCATED. MORE INFORMATION ON BOTH SAINT EDWARD RETREAT CENTER'S UNSECURED PROMISSORY NOTE AND THE SUB-DEBT LENDER SIDE AGREEMENT CAN BE FOUND IN THE TAX EXEMPTION APPLICATION. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS THREE MEMBERS. FORM 990, PART VI, SECTION A, LINE 7B THE ORGANIZATION HAS A TWO-TIERED GOVERNANCE STRUCTURE WHEREBY MOST DECISIONS ARE MADE BY ITS BOARD OF DIRECTORS, BUT CERTAIN DECISIONS, SUCH AS AMENDMENT OF THE ORGANIZATION'S ARTICLES AND BYLAWS AND THE DECISION TO MERGE, DISSOLVE, OR DISTRIBUTE ALL OR SUBSTANTIALLY ALL OF THE ORGANIZATION'S ASSETS, REQUIRE THE CONSENT OF A MAJORITY OF THE CORPORATION'S MEMBERS. CURRENTLY, THERE ARE THREE MEMBERS, ALL OF WHOM ALSO SERVE ON THE BOARD OF DIRECTORS. THERE ARE TWENTY DIRECTORS, INCLUDING THE THREE WHO ALSO SERVE AS MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THE RETURN IS REVIEWED BY THE SIGNING OFFICER. FORM 990, PART VI, SECTION C, LINE 19 NOT GENERALLY AVAILABLE TO THE PUBLIC. REQUESTS WILL BE CONSIDERED BY THE BOARD.