Nonprofit · EIN 33-0627795
ST PAULS RETIREMENT HOMES FOUNDATION
Tax-exempt · SAN DIEGO, CA 92103
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $1,649,998 | $995,308 | $654,690 | $10,432,253 | $1,730,466 | $8,701,787 |
| December 31, 2023 | 990 | $363,429 | $335,039 | $28,390 | $10,743,524 | $2,964,662 | $7,778,862 |
| August 31, 2023 | 990 | $1,661,769 | $968,120 | $693,649 | $10,376,366 | $2,748,183 | $7,628,183 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $838,768
- Program service revenue
- $0
- Investment income
- $490,766
- Net gain from sales of assets
- $116,312
- Net income from fundraising events
- $115,457
- Other revenue
- $320,464
Expenses
- Grants and similar amounts paid
- $155,915
- Compensation of officers, directors and key employees
- $248,770
- Other salaries and wages
- $219,320
- Salaries, compensation and benefits (total)
- $536,618
- Professional fundraising fees
- $0
- Legal fees
- $23,346
- Accounting fees
- $23,358
- Occupancy
- $14,182
- Travel
- $183
- Program services (functional)
- $156,169
- Management and general (functional)
- $240,943
- Fundraising (functional)
- $598,196
Balance sheet and other
- Total assets, start of year
- $10,743,524
- Total assets, end of year
- $10,432,253
- Total liabilities, end of year
- $1,730,466
- Net assets, end of year
- $8,701,787
- Publicly traded securities
- $7,567,408
- Net assets without donor restrictions
- $2,932,570
- Net assets with donor restrictions
- $5,769,217
- Gross receipts
- $7,696,965
- Employees
- 0
- Volunteers
- 68
- Year formed
- 1994
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MICHAEL MCHALE | CEO Officer | 3 | $0 | $562,296 | $35,068 |
| SOPHIA LUKAS | COO OF HOUSING Officer | 1 | $0 | $313,387 | $25,503 |
| GEORGE VIEU | CFO Officer | 1 | $0 | $281,320 | $8,440 |
| TODD KAPRIELIAN | SECRETARY/CHIEF DEVELOPMEN Trustee or director, Officer | 50 | $204,018 | $0 | $22,388 |
| PETER GALLAGHER | CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| BRUCE LEIDENBERGER | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| JOHN MCCOLL | TREASURER Trustee or director, Officer | 2 | $0 | $0 | $0 |
| ELEANOR CHARLTON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ANNE DICK | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DARYL FERGUSON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| NANCY HOLLAND | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| GAIL JONES | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| PEGGY KILLIAN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| PAT KREDER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| CARRIE O'BRIEN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
3 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REV CANON WAYNE SANDERS | DIRECTOR Trustee or director | 1 | $0 |
| PEGGY STRAND | DIRECTOR Trustee or director | 1 | $0 |
| NEVILLE WILLSMORE | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 17 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MICHAEL MCHALE | CEO Officer | 3 | $0 | $461,718 | $20,405 |
| RANDALL SANNER | FORMER CFO Former | 1 | $0 | $260,828 | $38,382 |
| TODD KAPRIELIAN | SECRETARY/CHIEF DEVELOPMENT OFFICER Trustee or director, Officer | 50 | $196,826 | $0 | $22,632 |
| PETER GALLAGHER | CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| BRUCE LEIDENBERGER | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| JOHN MCCOLL | TREASURER Trustee or director, Officer | 2 | $0 | $0 | $0 |
| ELEANOR CHARLTON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ANNE DICK | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DARYL FERGUSON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| NANCY HOLLAND | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| GAIL JONES | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| PEGGY KILLIAN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| PAT KREDER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| CARRIE O'BRIEN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| REV CANON WAYNE SANDERS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| PEGGY STRAND | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| NEVILLE WILLSMORE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended August 31, 2023: 15 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MICHAEL MCHALE | CURRENT CEO Officer | 5 | $0 | $364,758 | $12,870 |
| CHERYL WILSON | FORMER CEO, SECRETARY Trustee or director, Officer | 5 | $0 | $221,276 | $19,260 |
| RANDALL SANNER | CFO Trustee or director, Officer | 1 | $0 | $201,671 | $32,963 |
| TODD KAPRIELIAN | CHIEF DEVELOPMENT OFFICER Officer | 50 | $199,954 | $0 | $22,193 |
| PHILIP GREINER | CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| JOHN MCCOLL | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| PETER GALLAGHER | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| NEVILLE WILLSMORE | ASSISTANT SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| CHARLIE KING | PAST CHAIR Trustee or director | 1 | $0 | $0 | $0 |
| DARYL FERGUSON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MARCIA GILL | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| PAT KREDER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| BRUCE LEIDENBERGER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| WAYNE SANDERS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| PEGGY STRAND | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 328 MAPLE ST, SAN DIEGO, CA 92103-6522
- In care of
- % CHERYL A WILSON
- Principal officer (990 for 2024)
- MICHAEL MCHALE, 328 MAPLE STREET, SAN DIEGO, CA 92103
- Signed the 990
- GEORGE VIEU, CFO
- Phone
- (619) 239-6900
- Website
- WWW.STPAULSENIORS.ORG
- Return prepared by
- LAVINE LOFGREN MORRIS & ENGELBERG LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 33-0627795 or by the name ST PAULS RETIREMENT HOMES FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
SUPPORT PROGRAMS AND COMMUNITIES OF ST. PAUL'S EPISCOPAL HOME, INC. BY SERVING THE SPIRITUAL, PHYSICAL, AND SOCIAL NEEDS OF SENIORS LIVING IN SAN DIEGO THROUGH THE PROGRAM OF ALL INCLUSIVE CARE FOR THE ELDERLY (PACE) AT INDEPENDENT, ASSISTED LIVING, & SKILLED NURSING COMMUNITIES.
Program accomplishments
- GRANTS/CONTRIBUTIONS TO ST. PAUL'S EPISCOPAL HOME, INC. AND RELATED NON-PROFIT ORGANIZATIONS.Expenses $156,169 · grants $155,915
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 33-0627795
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1995
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Housing and shelter (L22)
- Assets (IRS master file)
- $10,432,253
- Income (IRS master file)
- $7,696,965
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $1,649,998 | $995,308 | $10,432,253 | IRS |
| 990 | December 2023 | $363,429 | $335,039 | $10,743,524 | XML |
| 990 | August 2023 | $1,661,769 | $968,120 | $10,376,366 | XML |
| 990 | August 2022 | $3,107,027 | $1,107,707 | $8,484,655 | IRS |
| 990 | August 2021 | – | – | – | IRS |
| 990 | August 2020 | – | – | – | IRS |
| 990 | August 2019 | – | – | – | IRS |
| 990 | August 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 33-0627795).
Questions about ST PAULS RETIREMENT HOMES FOUNDATION
- What is the EIN of ST PAULS RETIREMENT HOMES FOUNDATION?
- The employer identification number (EIN) of ST PAULS RETIREMENT HOMES FOUNDATION is 33-0627795.
- Is ST PAULS RETIREMENT HOMES FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
- Are donations to ST PAULS RETIREMENT HOMES FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ST PAULS RETIREMENT HOMES FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ST PAULS RETIREMENT HOMES FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ST PAULS RETIREMENT HOMES FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of ST PAULS RETIREMENT HOMES FOUNDATION?
- The 990 for the year ended December 31, 2024 names MICHAEL MCHALE.
- Who are the officers and directors of ST PAULS RETIREMENT HOMES FOUNDATION?
- The 990 for the year ended December 31, 2024 lists 18 people; 1 received compensation from the organization.
- How much revenue does ST PAULS RETIREMENT HOMES FOUNDATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $1,649,998, expenses of $995,308 and total assets of $10,432,253 at year end.
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