2025-11-11T13:27:47-06:00 2024-12-31 330690020 LAVINE LOFGREN MORRIS & ENGELBERG LLP 4180 LA JOLLA VILLAGE DR STE 300 LA JOLLA CA 92037 990 2024-01-01 952111196 ST PAUL'S EPISCOPAL HOME 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 43169627 0 X WWW.STPAULSENIORS.ORG X 1961 CA ST. PAUL'S IS SPIRITUALLY GUIDED TO HELP SENIORS LEAD ENRICHED LIVES THROUGH EXCELLENT AND INNOVATIVE SERVICES. 18 18 511 39 0 0 71793 809082 10533109 32857094 35773 227795 2670956 8115612 13311631 42009583 0 0 0 0 7637089 25746574 0 0 0 6168125 18282459 13805214 44029033 -493583 -2019450 95505738 98427454 46130819 50830425 49374919 47597029 X ST. PAUL'S IS SPIRITUALLY GUIDED TO HELP SENIORS LEAD ENRICHED LIVES THROUGH EXCELLENT AND INNOVATIVE SERVICES. 0 0 9993071 9987996 ST. PAUL'S PLAZA IS A LICENSED RESIDENTIAL CARE RETIREMENT COMMUNITY. THE PLAZA PROVIDES RENTAL HOUSING, FOOD SERVICES, ASSISTED LIVING, MEMORY CARE AND OTHER SUPPORT SERVICES TO RESIDENT SENIORS. THE PLAZA ALSO PROVIDES DIETARY AND OTHER SERVICES TO OTHER PROGRAMS OF THE ORGANIZATION. 8397659 8625022 ST. PAUL'S VILLA IS A SENIOR ASSISTED-LIVING COMMUNITY WHICH PROVIDES HOUSING, FOOD SERVICES, ASSISTED LIVING, MEMORY CARE, AND OTHER SUPPORTIVE SERVICES TO RESIDENT SENIORS. THE VILLA ALSO PROVIDES DIETARY AND OTHER SERVICES TO OTHER PROGRAMS OF THE ORGANIZATION. 8066824 9105620 MCCOLL HEALTH CENTER IS A SKILLED NURSING FACILITY. 7730540 13406004 ST. PAUL'S MANOR PROVIDES RENTAL HOUSING, FOOD SERVICES, AND OTHER SERVICES TO RESIDENT SENIORS. ST. PAUL'S HOME PROVIDES GENERAL AND ADMINISTRATIVE SUPPORT TO PROGRAMS.ST. PAUL'S CHILD CARE PROGRAM PROVIDES CHILD CARE SERVICES. 7730540 13406004 34188094 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 0 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 1 1 1 1 0 0 1 179 0 511 1 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 1 1 0 CA X X X THE ORGANIZATION 6192396900 328 MAPLE STREET SAN DIEGO CA 92103 RANDY TRUAX CHAIR 5.00 1.00 X X 0 0 0 JAKE SUTTON VICE CHAIR 1.00 1.00 X X 0 0 0 BILL MCCOLL TREASURER 2.00 1.00 X X 0 0 0 MAUREEN MCNULTY SECRETARY- CATHEDRAL REP 2.00 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 PHYLLIS LENGYEL CATHEDRAL REP 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 MICHAEL MCHALE CEO, PRESIDENT 16.00 44.00 X X 562296 0 35068 GEORGE VIEU VP OF FINANCE 16.00 44.00 X 281320 0 8440 SOPHIA LUKAS COO 50.00 0.00 X 313387 0 25503 KIM STRATMAN ADMINISTRATOR 40.00 10.00 X 181784 0 19878 MARK VALLADOLID IT DIRECTOR 30.00 20.00 X 178868 0 20924 FREDERICK GIFFORD SENIOR DIRECTOR 30.00 20.00 X 186497 0 12401 CORY FISH HR DIRECTOR 40.00 10.00 X 178077 0 15779 1882229 0 137993 21 0 1 0 MFIB CA LLC 15721 N GREENWAY- HAYDEN LOOP STE 2 SCOTTSDALE AZ 85260 HOUSING RENOVATIONS 4349202 SODEXO INC & AFFILIATES PO BOX 360170 PITTSBURGH PA 152516170 FOOD & FACILITIES MANAGEMENT COMPANY 3618685 SHARP HEALTH PLAN PO BOX 57248 LOS ANGELES CA 900747248 MEDICAL AND HEALTH 2269338 COAST CARE PARTNERS 8033 LINDA VISTA RD STE 200 SAN DIEGO CA 92111 AGENCY 1797225 BETA HEALTHCARE GROUP RMA 1443 DANVILLE BLVD ALAMO CA 94507 PROPERTY AND LIABILITY INSURANCE 1710510 69 135679 673403 809082 VILLA AND PLAZA 623000 18613018 18613018 MCCOLL HEALTH CENTER 623000 9105620 9105620 RENTAL INCOME 531120 2217856 2217856 MANOR 623990 2136468 2136468 CHILDCARE 624410 784132 784132 32857094 102919 102919 163930 315866 -151936 -151936 -151936 969054 844178 124876 124876 124876 MANAGEMENT FEES 541610 8015701 8015701 OTHER INCOME 624100 251847 251847 8267548 42009583 41124642 0 75859 1269952 1269952 20534745 16282376 4252369 489032 349446 139586 1730778 1475163 255615 1722067 1323717 398350 403530 403530 215918 215918 8833 8833 3734663 2991903 742760 610908 610908 21258 7801 13457 3272832 3253144 19688 178316 86916 91400 316727 181518 135209 1110583 1110583 2311210 2311210 360214 360214 RESIDENT SERVICES & SUP 2711850 2711850 OTHER OPERATING EXPENSE 1206254 473615 732639 MATERIALS & SUPPLIES 694671 618108 76563 LICENSES & FEES 599198 39622 559576 525494 525494 44029033 34188094 9840939 0 2321342 1176174 2740 18347 2761390 3620191 441257 435558 113895683 26578103 83002462 87317580 2058660 2281911 4917887 3577693 95505738 98427454 7881299 4565306 131094 1166485 35061591 36916818 3056835 8181816 46130819 50830425 X 48174941 46606020 1199978 991009 49374919 47597029 95505738 98427454 -2019450 241560 0 X X 0 1 X 1 0 X 4079735 7853412 134094 71793 809082 12948116 31875625 33865863 37914646 13256869 41124642 158037645 35955360 41719275 38048740 13328662 41933724 170985761 0 2226226 7076713 9302939 2226226 7076713 9302939 161682822 422026 609427 528499 96331 266849 1923132 422026 609427 528499 96331 266849 1923132 36377386 42328702 38577239 13424993 42200573 172908893 0.93510 0.92870 0.01110 0.01220 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 6215 6215 0 PART II-B, LINE 1: THE ORGANIZATION ENGAGED IN ADVOCACY THROUGH (1) MEMBERSHIP IN ORGANIZATIONS REPRESENTING AND ADVOCATING FOR NON-PROFIT SENIOR PROVIDERS AT BOTH FEDERAL AND STATE LEVELS, PRIMARILY AT THE POLICY LEVEL WITH GOVERNMENT STAFF, BUT ALSO PERIODICALLY WITH LEGISLATORS AND THEIR STAFF, AND (2) DIRECT ADVOCACY WITH LEGISLATORS AND POLICY MAKERS AT THE FEDERAL, STATE, AND LOCAL LEVELS. DIRECT ADVOCACY CARRIED OUT BY THE ORGANIZATION'S STAFF REPRESENTS A DE MINIMUS PERCENTAGE OF THEIR TOTAL TIME. SUCH STAFF HAVE FULL-TIME DUTIES AND RESPONSIBILITIES FOCUSED ON THE ORGANIZATION'S SERVICES AND OPERATIONS. THE ORGANIZATION DOES NOT HIRE STAFF SPECIFICALLY TO ENGAGE IN LOBBYING OR ADVOCACY. 1201325 41492 1242817 1181490 19835 1201325 1164368 20417 3295 1181490 1184691 -13696 6627 1164368 1186245 12689 14243 1184691 0.09580 0.61870 0.28550 0 1 1 20129031 6464316 26593347 19253550 57959208 22067017 55145741 146580 5173329 4511086 808823 4769669 4769669 87317580 DEPOSITS 106960 DUE FROM RELATED ENTITIES 5226286 LEASE LIABILITY 2848570 8181816 X 42558176 241560 315866 557426 42000750 8833 8833 42009583 44336066 315866 315866 44020200 8833 8833 44029033 PART V, LINE 4: MEET CURRENT PROGRAM NEEDS OF THE ORGANIZATION. 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. THERE WERE NO ACTIVITIES SUBJECT TO UNRELATED BUSINESS INCOME TAX FOR THE YEAR ENDED DECEMBER 31, 2024. THE ORGANIZATION HAS HAD NO UNRELATED BUSINESS ACTIVITY SINCE AUGUST 31, 2018 THEREFORE, NO TAX LIABILITY IS RECORDED. 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 AND EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN 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 TAX RETURN FOR THE YEAR ENDED DECEMBER 31, 2024, WILL EXPIRE IN NOVEMBER 2028. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 315,866. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 315,866. X X X X X 0 0 0 0 0 0 0 0 0 MICHAEL MCHALE CEO, PRESIDENT 490512 0 70200 0 1584 0 28776 0 6292 0 597364 0 0 0 GEORGE VIEU VP OF FINANCE 236104 0 45000 0 216 0 8440 0 0 0 289760 0 0 0 SOPHIA LUKAS COO 284947 0 28200 0 240 0 24379 0 1124 0 338890 0 0 0 KIM STRATMAN ADMINISTRATOR 180937 0 500 0 347 0 13920 0 5957 0 201661 0 0 0 MARK VALLADOLID IT DIRECTOR 166889 0 11785 0 194 0 14619 0 6305 0 199792 0 0 0 FREDERICK GIFFORD SENIOR DIRECTOR 165681 0 20700 0 116 0 3771 0 8629 0 198897 0 0 0 CORY FISH HR DIRECTOR 161224 0 16660 0 193 0 14581 0 1198 0 193856 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 CHAPTER OF THE CATHEDRAL CHURCH OF ST. PAUL (SOLE MEMBER) FORM 990, PART VI, SECTION A, LINE 7A SOLE MEMBER APPOINTS TWO EX-OFFICIO DIRECTORS TO THE BOARD OF THE ORGANIZATION. IN ADDITION, DEAN OF THE CATHEDRAL OF ST. PAUL'S SERVES AS THE PRESIDENT OF THE ORGANIZATION AND SITS EX-OFFICIO, IN THAT CAPACITY, ON THE BOARD. FORM 990, PART VI, SECTION A, LINE 7B DIRECTORS OF THE ORGANIZATION ARE APPROVED ANNUALLY BY THE SOLE MEMBER. CHANGES IN THE BY-LAWS OF THE ORGANIZATION ARE APPROVED, IN ADVANCE, BY THE SOLE MEMBER. FORM 990, PART VI, SECTION B, LINE 11B AFTER REVIEW AND APPROVAL BY MANAGEMENT, THE FORM 990 AND FORM 990-T ARE PROVIDED TO ALL BOARD MEMBERS FOR THEIR REVIEW BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS SIGN CONFLICT OF INTEREST POLICY STATEMENT ANUALLY. COMPLIANCE WITH THE POLICY MONITORED BY CEO AND BOARD CHAIR. FORM 990, PART VI, SECTION B, LINE 15 ANNUAL PERFORMANCE EVALUATION AND COMPENSATION REVIEW OF CEO AND OTHER OFFICERS CONDUCTED BY EXECUTIVE/COMPENSATION COMMITTEE ON THE BOARD'S BEHALF. 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. FORM 990, PART XII, LINE 2C: NO CHANGE IN OVERSIGHT OR SELECTION PROCESS. ST PAUL'S REAL ESTATE HOLDINGS 1 LLC 328 MAPLE STREET SAN DIEGO CA 92103 REAL ESTATE HOLDINGS CA 3227 8565086 ST PAUL'S EPISCOPAL HOME INC 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 1 ST PAUL'S RETIREMENT HOMES 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 1 ST PAUL'S VILLA INC 328 MAPLE STREET SAN DIEGO CA 92103 200157629 LEASE OF REAL PROPERTY TO ST. PAUL'S CA 501(C)(3) LINE 10 ST PAUL'S EPISCOPAL HOME INC 1 0 0 1 1 1 0 0 0 0 1 1 1 0 0 1 0 1 0 1 COMMUNITY ELDERCARE OF SAN DIEGO E 37361818 GAAP COMMUNITY ELDERCARE OF SAN DIEGO J 3201694 GAAP COMMUNITY ELDERCARE OF SAN DIEGO Q 48303106 GAAP COMMUNITY ELDERCARE OF SAN DIEGO S 36000000 GAAP COMMUNITY ELDERCARE OF SAN DIEGO L 7880255 GAAP ST PAUL'S RETIREMENT HOMES FOUNDATION C 135679 GAAP ST PAUL'S RETIREMENT HOMES FOUNDATION J 14182 GAAP ST PAUL'S RETIREMENT HOMES FOUNDATION Q 286957 GAAP ST PAUL'S RETIREMENT HOMES FOUNDATION O 536619 GAAP ST PAUL'S RETIREMENT HOMES FOUNDATION L 135446 GAAP ST PAUL'S VILLA INC D 4475174 GAAP ST PAUL'S VILLA INC K 588000 GAAP ST PAUL'S VILLA INC Q 370338 GAAP