2018-06-27T12:10:21-05:00 2017-08-31 330690020 LAVINE LOFGREN MORRIS & ENGELBERG LLP 4180 LA JOLLA VILLAGE DR STE 300 LA JOLLA CA 92037 990 2016-09-01 330853316 COMMUNITY ELDERCARE OF SAN DIEGO DBA ST PAUL'S PACE COMM 6192396900 328 MAPLE STREET SAN DIEGO CA 92103 ROBIN JENSEN CPA CFO 6192396900 2018-06-18 1 ROBERT E LOFGREN P00647580 8584551200 2016 2022-09-23 18:48:47Z CHERYL WILSON 328 MAPLE STREET SAN DIEGO CA 92103 52682515 0 X WWW.STPAULSPACE.ORG X 1999 CA PROVIDES A CARING NETWORK OF SERVICES THAT FOSTERS INDEPENDENCE, PRESERVES INDIVIDUAL DIGNITY, AND ENABLES FRAIL SENIORS TO REMAIN AT HOME, INVOLVED WITH THEIR FAMILY, FRIENDS, AND COMMUNITY. 11 11 163 11 0 0 57395 128037 45075429 52508146 2684 32569 15433 0 45150941 52668752 0 0 0 0 7330553 8278431 0 0 0 27234759 31720843 34565312 39999274 10585629 12669478 24839055 38737184 4232906 5456303 20606149 33280881 TO BE THE LEADER IN PROVIDING ALL-INCLUSIVE INNOVATIVE SOLUTIONS TO THE HEALTH AND SOCIAL SERVICE NEEDS OF SAN DIEGO'S ELDERLY. 0 0 35460321 52508146 OPERATES A PROGRAM OF ALL-INCLUSIVE CARE FOR THE ELDERLY ("PACE") IN SAN DIEGO. THE PACE PROGRAM PROVIDES COORDINATED MEDICAL AND SOCIAL SERVICES TO THOSE AGE 55 AND OLDER WHO WISH TO CONTINUE LIVING IN THEIR OWN HOME OR COMMUNITY ENVIRONMENT. THE PACE PROGRAM PROVIDES INDIVIDUALIZED QUALITY CARE BY A TEAM OF GERIACTRIC CARE PROFESSIONALS WHO, TOGETHER WITH PARTICIPANTS AND CAREGIVERS, ADDRESS EACH INDIVIDUAL'S SPECIFIC NEEDS. 35460321 1 1 0 1 0 0 0 0 0 0 1 0 0 1 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 0 1 0 0 0 1 225 0 0 163 1 0 0 0 0 0 0 0 0 0 0 X 11 11 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X X ORGANIZATION 6192396900 328 MAPLE STREET SAN DIEGO CA 92103 JANE FLAHERTY VICE CHAIR 2.00 0.00 X X 0 0 0 MIKE MATALON ASSISTANT SECRETARY 2.00 0.00 X X 0 0 0 LAURY GRAVES BOARD CHAIR 2.00 0.00 X X 0 0 0 JOHN MCCOLL TREASURER 2.00 0.00 X X 0 0 0 SUSAN HAYES DIRECTOR 1.00 0.00 X 0 0 0 W DANIEL LARSEN DIRECTOR 1.00 0.00 X 0 0 0 JERRY RINDONE DIRECTOR 1.00 0.00 X 0 0 0 BILL MCCOLL DIRECTOR 1.00 0.00 X 0 0 0 RANDY TRUAX DIRECTOR 1.00 0.00 X 0 0 0 RUSS VUICH DIRECTOR 1.00 0.00 X 0 0 0 JASON SATTERLY DIRECTOR 1.00 0.00 X 0 0 0 CHERYL WILSON CEO & SECRETARY 20.00 40.00 X X 0 284293 19720 EDWARD THOMSON CFO 20.00 30.00 X 0 147932 12338 ROBIN JENSEN CFO 20.00 30.00 X 0 193939 0 CAROL HUBBARD EXECUTIVE DIRECTOR 50.00 0.00 X 144551 0 15398 TIM FRAZIER CAO/COO 1.00 49.00 X 0 160077 241 JANE HOPPER CAO 10.00 40.00 X 0 62317 0 MARK VALLADOLID IT MANAGER 10.00 40.00 X 0 102743 10850 ANDREW PHOON PHYSICIAN 40.00 0.00 X 273982 0 24667 RICARDO ROMERO PHYSICIAN 40.00 0.00 X 277150 0 8986 VICTOR LEE PHYSICIAN 40.00 0.00 X 316172 0 6908 LINDSEY YOURMAN PHYSICIAN 40.00 0.00 X 157163 0 415 1169018 951301 99523 5 0 1 0 ST PAUL'S EPISCOPAL HOME INC 328 MAPLE STREET SAN DIEGO CA 92103 MANAGEMENT AND PROGRAM 3273798 SCRIPPS HEALTH 4275 CAMPUS POINT COURT SAN DIEGO CA 921211513 MEDICAL AND HEALTH 2862940 SECURE TRANSPORTATION 13111 MEYER ROAD WHITTIER CA 906053558 TRANSPORTATION 1912052 GENESIS REHAB SERVICES PO BOX 821322 PHILADELPHIA PA 191821322 MEDICAL AND HEALTH 1610716 LIFEHOUSE SAN DIEGO 2828 MEADOWLARK DRIVE SAN DIEGO CA 921232710 HEALTH SERVICES 696072 24 128037 128037 CAPITATION REVENUE 524114 52508146 52508146 52508146 46332 46332 13763 -13763 -13763 -13763 52668752 52508146 0 32569 X 168584 168584 6771495 6537873 233622 310979 300222 10757 482592 472413 10179 544781 514407 30374 2697852 2697852 37060 37060 20134 20134 53491 53491 6780 6780 10178069 10173841 4228 227113 227113 1129924 135749 994175 240547 124763 115784 90527 76540 13987 128 128 215867 215867 160468 160468 PATIENT SERVICES 15850512 15850512 BAD DEBT 350264 350264 MATERIALS & SUPPLIES 231377 205584 25793 OTHER OPERATING EXPENSE 230730 114705 116025 39999274 35460321 4538953 0 1755822 5492626 18702364 6020006 2535511 10514120 170194 254345 2610916 1646522 1115511 964394 9959520 559653 5532173 24839055 38737184 1166789 2152586 2817 2817 3063300 3300900 4232906 5456303 X 20606149 33280881 20606149 33280881 24839055 38737184 12669478 5254 0 X X 0 1 X 1 0 X 1034343 103005 73459 57395 128037 1396239 21577498 28547149 34280289 45075429 52508146 181988511 22611841 28650154 34353748 45132824 52636183 183384750 0 0 0 183384750 9612 10301 1973 2684 46332 70902 9612 10301 1973 2684 46332 70902 9147 31460 2309 15433 58349 22630600 28691915 34358030 45150941 52682515 183514001 0.99930 0.99850 0.00040 0.00020 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2012 AMOUNT: $ 9,147. 2013 AMOUNT: $ 31,460. 2014 AMOUNT: $ 2,309. 2015 AMOUNT: $ 15,433. 2016 AMOUNT: $ 0. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 53491 53491 0 PART II-B, LINE 1: THE ORGANIZATION ENGAGES IN ADVOCACY THROUGH: 1) MEMBERSHIPS IN ORGANIZATIONS REPRESENTING AND ADVOCATING FOR NON-PROFIT PACE PROVIDERS AT BOTH THE 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. LIMITED ADDITIONAL ADVOCACY IS PROVIDED AND PAID BY REGISTERED LOBBYIST TO BENEFIT THOSE SERVED THROUGH PACE ORGANIZATIONS. 1858391 1041840 816551 692462 604682 87780 60063 60063 964394 DUE FROM RELATED ORGANIZATIONS 5532173 5532173 INCURRED BUT NOT REPORTED CLAIMS LIABILITY 3300900 3300900 X 52667226 5254 5254 52661972 6780 6780 52668752 39992495 1 1 39992494 6780 6780 39999274 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, 2017. IF APPLICABLE, THE ORGANIZATION WILL RECOGNIZE INTEREST AND PENALTIES RELATED TO UNDERPAYMENT OF INCOME TAXES AS INCOME TAX EXPENSE. AS OF AUGUST 31, 2017, 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 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, 2016, 2015, AND 2014, ARE OPEN FOR EXAMINATION AND MANAGEMENT ANTICIPATES THE STATUTE OF LIMITATIONS FOR THE TAX RETURN FOR THE YEAR ENDED AUGUST 31, 2017, WILL EXPIRE IN FEBRUARY 2021. PART XI, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT FEES PART XII, LINE 2D - OTHER ADJUSTMENTS: ROUNDING PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT FEES X X X X X 0 0 0 0 0 0 0 0 0 CHERYL WILSON CEO & SECRETARY 0 269157 0 12500 0 2636 0 19720 0 0 0 304013 0 0 EDWARD THOMSON CFO 0 144545 0 0 0 3387 0 12338 0 0 0 160270 0 0 ROBIN JENSEN CFO 0 187547 0 2000 0 4392 0 0 0 0 0 193939 0 0 CAROL HUBBARD EXECUTIVE DIRECTOR 132995 0 10000 0 1556 0 10082 0 5316 0 159949 0 0 0 TIM FRAZIER CAO/COO 0 151264 0 6000 0 2813 0 241 0 0 0 160318 0 0 ANDREW PHOON PHYSICIAN 273588 0 0 0 394 0 19497 0 5170 0 298649 0 0 0 RICARDO ROMERO PHYSICIAN 275416 0 0 0 1734 0 8327 0 659 0 286136 0 0 0 VICTOR LEE PHYSICIAN 314739 0 0 0 1433 0 1512 0 5396 0 323080 0 0 0 LINDSEY YOURMAN PHYSICIAN 157163 0 0 0 0 0 0 0 415 0 157578 0 0 0 FORM 990, PART VI, SECTION A, LINE 3 ST. PAUL'S EPISCOPAL HOME, INC. PROVIDES THE FOLLOWING MANAGEMENT DUTITES FOR THE ORGANIZATION: FINANCE (ACCOUNTING, BUDGETING, AND PAYROLL (EXCLUDING PAYROLL PROCESSING WHICH IS HANDLED BY OUTSIDE VENDOR)); HUMAN RESOURCES (EMPLOYEE HIRING, COMPENSATION, EMPLOYEE RELATIONS, AND EMPLOYEE EVALUATIONS); MARKETING, INFORMATION TECHNOLOGY SUPPORT, AND CONTRACTS. ST. PAUL'S EPISCOPAL HOME, INC., IS A RELATED ORGANIZATION. SEE PART VII SECTION A FOR COMPENSATION PAID BY ST. PAUL'S EPISCOPAL HOME, INC. TO OFFICERS OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 6 ST. PAUL'S EPISCOPAL HOME, INC. IS THE SOLE MEMBER OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A DIRECTORS ARE ELECTED ANNUALLY BY THE SOLE MEMBER. FORM 990, PART VI, SECTION A, LINE 7B DIRECTORS 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 IS 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 ANNUALLY. COMPLIANCE WITH THE POLICY IS MONITORED BY THE CEO AND BOARD CHAIR. FORM 990, PART VI, SECTION B, LINE 15 LINE 15A- COMPENSATION REVIEW & APPROVAL PROCESS- CEO & TOP MANAGEMENT. ANNUAL PERFORMANCE EVALUATION AND COMPENSATION REVIEW OF CEO AND OTHER OFFICERS CONDUCTED BY EXECUTIVE COMMITTEE/COMPENSATION COMMITTEE ON THE BOARD'S BEHALF. LINE 15B- COMPENSATION REVIEW & APPROVAL PROCESS- OFFICERS & KEY EMPLOYEES ANNUAL PERFORMANCE EVALUATION AND COMPENSATION REVIEW OF CEO AND OTHER OFFICERS CONDUCTED BY EXECUTIVE COMMITTEE/ 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 IX, LINE 11G OTHER FEES: PROGRAM SERVICE EXPENSES 9,414,454. MANAGEMENT AND GENERAL EXPENSES 4,228. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,418,682. REGISTRY: PROGRAM SERVICE EXPENSES 759,387. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 759,387. PART XII, LINE 2- CHANGE OF OVERSIGHT OR SELECTION PROCESS NO CHANGE IN THE SELECTION OR OVERSIGHT PROCESS OF AUDIT FIRM. ST PAUL'S EPISCOPAL HOME INC 328 MAPLE STREET SAN DIEGO CA 92103 952111196 HOUSING AND SENIOR SERVICES CA 501(C)(3) LINE 10 N/A 0 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 0 ST PAUL'S VILLA INC 328 MAPLE STREET SAN DIEGO CA 92103 200157629 LEASE OF REAL PROPERTY TO ST. PAULS'S CA 501(C)(3) LINE 10 ST PAUL'S EPISCOPAL HOME INC 0 0 0 1 1 0 0 0 0 0 0 1 0 1 0 0 1 0 0 0 ST PAUL'S EPISCOPAL HOME INC D 48846173 GAAP ST PAUL'S EPISCOPAL HOME INC K 1013805 GAAP ST PAUL'S EPISCOPAL HOME INC P 6819730 GAAP ST PAUL'S EPISCOPAL HOME INC D 2050000 GAAP ST PAUL'S RETIREMENT HOMES FOUNDATION C 128037 GAAP ST PAUL'S EPISCOPAL HOME INC M 2979479 GAAP