2016-07-08T15:48:32-05:00 2015-08-31 330835986 SQUAR MILNER LLP 3655 NOBEL DRIVE STE 450 SAN DIEGO CA 921221051 990 2014-09-01 330853316 COMMUNITY ELDERCARE OF SAN DIEGO DBA ST PAUL'S PACE COMM 6192396900 328 MAPLE STREET SAN DIEGO CA 92103 ROBIN JENSEN CFO 6192396900 2016-06-24 1 KEN M KASIANOVITZ P00067086 8585974100 2016-06-24 2014 2016-09-27 15:27:22Z CHERYL WILSON 328 MAPLE STREET SAN DIEGO CA 92103 34358029 0 X WWW.STPAULSPACE.ORG X 1999 CA COMMUNITY ELDERCARE OF SAN DIEGO ("CESD") WAS INCORPORATED IN 1999 AS A CALIFORNIA NONPROFIT CORPORATION. CESD OPERATES A PROGRAM OF ALL-INCLUSIVE CARE FOR THE ELDERLY ("PACE") IN SAN DIEGO COUNTY. 12 12 120 0 0 0 103005 73459 28547149 34280289 10301 1973 31460 2308 28691915 34358029 0 0 0 0 5663298 6095722 0 0 0 20173962 24094677 25837260 30190399 2854655 4167630 11653115 15187211 3800225 5166691 7852890 10020520 X COMMUNITY ELDERCARE OF SAN DIEGO ("CESD") WAS INCORPORATED IN 1999 AS A CALIFORNIA NONPROFIT CORPORATION. CESD OPERATES A PROGRAM OF ALL-INCLUSIVE CARE FOR THE ELDERLY ("PACE") IN SAN DIEGO COUNTY. 0 0 26982149 34280289 COMMUNITY ELDERCARE OF SAN DIEGO OPERATES TWO PACE CENTERS IN SAN DIEGO AND CHULA VISTA. THE PACE PROGRAM PROVIDES COORDINATED MEDICAL AND SOCIAL SERVICES TO THOSE WHO WISH TO CONTINUE LIVING IN THEIR OWN HOME OR COMMUNITY ENVIRONMENT (SUCH AS ASSISTED LIVING) DESPITE CHRONIC HEALTH NEEDS. FOR MANY IT IS A WELCOMED ALTERNATIVE TO NURSING HOME CARE.ST. PAUL'S PACE PROVIDES INDIVIDUALIZED QUALITY CARE BY A TEAM OF GERIATRIC CARE PROFESSIONALS WHO, TOGETHER WITH PARTICIPANTS AND CAREGIVERS, ADDRESS EACH INDIVIDUAL'S SPECIFIC NEEDS. THE PHILOSOPHY OF ST. PAUL'S PACE IS TO MAXIMIZE DIGNITY AND RESPECT WHILE PRESERVING INDEPENDENCE AND SUPPORTING THE FAMILY. DURING THE YEAR ENDED AUGUST 31, 2015, THERE WERE 497 PARTICIPANTS IN CESD'S PACE PROGRAMS. ST. PAUL'S PACE SERVICES INCLUDE (BUT ARE NOT LIMITED TO):-TRANSPORTATION TO AND FROM THE PACE CENTER AND MEDICAL APPOINTMENTS.-ADULT DAY SERVICES.-PRIMARY MEDICAL AND SPECIALTY CARE.-PRESCRIPTION DRUG COVERAGE AND MANAGEMENT.-NUTRITIOUS MEALS AND DIETARY COUNSELING.-PHYSICAL, OCCUPATIONAL AND SPEECH THERAPIES.-SOCIAL SERVICES.-HOME CARE SERVICES.-DENTAL, PODIATRY, OPTOMETRY AND OTHER SERVICES.-MEDICAL EQUIPMENT AND SUPPLIES.-24-HOUR ACCESS TO THE PACE CARE TEAM.-HOSPITAL AND NURSING HOME CARE 26982149 1 1 0 1 0 0 0 0 0 0 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 0 1 0 0 0 1 19 0 120 1 0 0 0 0 0 0 0 0 0 0 X 12 12 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X ROBIN JENSEN 6192396900 328 MAPLE STREET SAN DIEGO CA 92103 X BABS FRANCE DIRECTOR 1.00 0.00 X 0 0 0 RANDY TRUAX CHAIR 2.00 0.00 X X 0 0 0 JACK ANTHONY VICE CHAIR 2.00 0.00 X X 0 0 0 JOHN MCCOLL DIRECTOR 1.00 0.00 X 0 0 0 DARYL FERGUSON ASST SECRETARY 2.00 0.00 X X 0 0 0 W DANIEL LARSEN DIRECTOR 1.00 0.00 X 0 0 0 MARCIA GILL DIRECTOR 1.00 0.00 X 0 0 0 LAURY GRAVES TREASURER 2.00 0.00 X X 0 0 0 RUSS VUICH DIRECTOR 1.00 0.00 X 0 0 0 SUSAN HAYES DIRECTOR 1.00 0.00 X 0 0 0 CHERYL WILSON CEO/SECRETARY 2.00 48.00 X X 0 246641 19731 MIKE MATALON DIRECTOR 1.00 0.00 X 0 0 0 ALAN TALBOTT DIRECTOR 1.00 0.00 X 0 0 0 EDWARD THOMSON CFO 2.00 48.00 X 0 188822 15106 CAROL HUBBARD EXECUTIVE DIRECTOR 50.00 0.00 X 118064 0 15395 ROBIN JENSEN FINANCE DIRECTOR 2.00 48.00 X 0 0 0 TIM FRAZIER COO 1.00 49.00 X 0 59386 4947 JULIA RUNNING COO 1.00 49.00 X 0 61059 4849 JANE HOPPER CAO 10.00 40.00 X 0 0 0 ANDREW PHOON PHYSICIAN 40.00 0.00 X 225334 0 22015 STEVEN OPPENHEIM ASSC. MEDICAL DIRECTOR 40.00 0.00 X 167858 0 5090 RICARDO ROMERO PHYSICIAN 40.00 0.00 X 223085 0 248 734341 555908 87381 4 0 1 0 ST PAUL'S EPISCOPAL HOME INC 328 MAPLE STREET SAN DIEGO CA 92103 MANAGEMENT FEES 1229360 ST PAUL'S EPISCOPAL HOME INC 328 MAPLE STREET SAN DIEGO CA 92103 ROOM AND BOARD 625345 ST PAUL'S EPISCOPAL HOME INC 328 MAPLE STREET SAN DIEGO CA 92103 DIETARY, MAINTENANCE, HOUSEKEEPING & ADU 365113 3 73459 73459 FEES & CONTRACTS PACE 524114 34280289 34280289 34280289 1973 1973 OTHER INCOME 900099 2308 2308 2308 34358029 34280289 0 4281 X 136979 136979 4923176 4752982 170194 634903 611642 23261 400664 385984 14680 1570800 1570800 371 371 14994 14994 57838 57838 6755296 6680918 74378 1108517 148010 960507 215291 215291 151178 151178 PATIENT SERVICES 12904999 12904999 OPERATING EXPENSES 1187611 945525 242086 OTHER EXPENSES 127782 127782 30190399 26982149 3208250 0 33811 1709593 8049237 9449680 1560734 2581669 13348 0 137516 135865 2654166 1343762 1503049 1310404 355420 0 11653115 15187211 3800225 4902901 0 263790 3800225 5166691 X 7852890 10020520 7852890 10020520 11653115 15187211 X 4167630 -2000000 X X 0 1 X 1 0 X 86830 187545 1034343 103005 73459 1485182 10903105 13881327 21577498 28547149 34280289 109189368 10989935 14068872 22611841 28650154 34353748 110674550 0 0 0 110674550 4484 6526 9612 10301 1973 32896 4484 6526 9612 10301 1973 32896 1399 134184 9147 31460 2309 178499 10995818 14209582 22630600 28691915 34358030 110885945 0.99810 0.00030 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2010 AMOUNT: $ 1,399. 2011 AMOUNT: $ 134,184. 2012 AMOUNT: $ 9,147. 2013 AMOUNT: $ 31,460. 2014 AMOUNT: $ 2,309. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 57838 57838 0 PART II-B - DESCRIPTION OF LOBBYING ACTIVITY COMMUNITY ELDERCARE OF SAN DIEGO ENGAGES IN ADVOCACY THROUGH: 1) MEMBERSHIP 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 LEVEL. DIRECT ADVOCACY IS CARRIED OUT BY ORGANIZATION STAFF AND REPRESENTS A DE MINIMIS PRECENTAGE OF STAFF TIME. ALL STAFF INVOLVED IN ADVOCACY HAVE UNRELATED DUTIES AND RESPONSIBILITIES THAT ARE THEIR PRIMARY DUTIES AND RESPONSIBILITIES. THE ORGANIZATION DOES NOT HIRE STAFF SPECIFICALLY TO ENGAGE IN LOBBYING OR ADVOCACY. LIMITED ADDITIONAL ADVOCACY IS PROVIDED BY A PAID REGISTERED LOBBYIST TO BENEFIT THOSE SERVED THROUGH PACE ORGANIZATIONS. 1841942 804813 1037129 812224 538949 273275 1310404 DUE TO OTHER RELATED ORGANIZATIONS 263790 263790 X PART X, LINE 2: COMMUNITY ELDERCARE OF SAN DIEGO IS A PUBLIC CHARITY AND 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 EXCEPT ON NET INCOME DERIVED FROM UNRELATED BUSINESS ACTIVITIES. COMMUNITY ELDERCARE OF SAN DIEGO DOES NOT HAVE UNRELATED BUSINESS ACTIVITIES. COMMUNITY ELDERCARE OF SAN DIEGO BELIEVES IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. COMMUNITY ELDERCARE OF SAN DIEGO IS NOT A PRIVATE FOUNDATION. COMMUNITY ELDERCARE OF SAN DIEGO'S RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX FOR THE YEARS ENDED AUGUST 31, 2015, 2014, 2013, AND 2012 ARE SUBJECT TO EXAMINATION BY INTERNAL REVENUE SERVICE AND STATE TAXING AUTHORITIES, GENERALLY FOR A THREE TO FOUR YEAR PERIOD AFTER THE RETURNS WERE FILED. X X X X X 0 0 0 0 0 0 0 0 0 CHERYL WILSON CEO/SECRETARY 0 244004 0 0 0 2637 0 19731 0 0 0 266372 0 0 EDWARD THOMSON CFO 0 176803 0 7500 0 4519 0 15106 0 0 0 203928 0 0 ANDREW PHOON PHYSICIAN 225122 0 0 0 212 0 16925 0 5090 0 247349 0 0 0 STEVEN OPPENHEIM ASSC. MEDICAL DIRECTOR 167160 0 0 0 698 0 0 0 5090 0 172948 0 0 0 RICARDO ROMERO PHYSICIAN 222194 0 0 0 891 0 0 0 248 0 223333 0 0 0 FORM 990, PART VI, SECTION A, LINE 3 ST. PAUL'S EPISCOPAL HOME, INC., PROVIDES THE FOLLOWING MANAGEMENT DUTIES FOR THE ORGANIZATION: FINANCE (ACCOUNTING, BUDGETING, AND PAYROLL (EXCLUDING PAYROLL PROCESSING WHICH IS HANDLED BY OUTSIDE VENDOR)), HUMAN RESOURCES (EMPLOYEE HIRING, COMPENSATION, EMPLOYEE RELATIONS, EMPLOYEE PERFORMANCE AND EVALUATION), 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. (SPEH) IS THE SOLE MEMBER OF COMMUNITY ELDERCARE OF SAN DIEGO (CESD). FORM 990, PART VI, SECTION A, LINE 7A DIRECTORS ARE ELECTED ANNUALLY BY THE SOLE MEMBER. FORM 990, PART VI, SECTION A, LINE 7B 1. DIRECTORS OF CESD ARE APPROVED ANNUALLY BY SPEH. 2. CHANGES IN BYLAWS OF CESD ARE APPROVED, IN ADVANCE, BY SPEH. FORM 990, PART VI, SECTION B, LINE 11 THE CFO AND CEO REVIEW THE FORM 990. UPON REVIEW AND APPROVAL, THE 990 IS PROVIDED TO ALL MEMBERS OF THE FINANCE COMMITTEE AND BOARD BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD MEMBERS SIGN A "CONFLICT OF INTEREST POLICY" EACH YEAR AT THE ANNUAL MEETING, AND RECUSE THEMSELVES FROM VOICE AND VOTE ON ANY ISSUE OR DISCUSSION WHICH MAY BE PERCEIVED AS A CONFLICT OF INTEREST. THE CEO AND BOARD CHAIR MONITOR THIS PROCESS. FORM 990, PART VI, SECTION B, LINE 15 PERFORMANCE EVALUATIONS ARE CONDUCTED AND COMPENSATION SURVEYS ARE REVIEWED ANNUALLY BY THE CEO TO DETERMINE COMPENSATION FOR THE ORGANIZATION'S OTHER OFFICERS AND KEY EMPLOYEES. THE CEO'S ANNUAL PERFORMANCE EVALUATION AND COMPENSATION REVIEW IS CONDUCTED BY THE EXECUTIVE COMMITTEE OF ST. PAUL'S EPISCOPAL HOME, INC. ON THE BOARD'S BEHALF, AS WELL AS A COMPENSATION REVIEW OF THE CFO AND EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION C, LINE 19 THE FOLLOWING ORGANIZATIONAL DOCUMENTS ARE AVAILABLE (FOR INSPECTION OR COPYING) AT THE ORGANIZATION'S MAIN OFFICE DURING NORMAL BUSINESS HOURS AT NO CHARGE: 1) INTERNAL REVENUE SERVICE DETERMINATION LETTER; 2) ARTICLES OF INCORPORATION; 3) BY-LAWS; 4) FORM 990 FOR THE MOST RECENT THREE YEARS; 5) MOST RECENT COPY OF ORGANIZATION'S AUDITED FINANCIAL STATEMENTS; 6) ORGANIZATION'S CONFLICT OF INTEREST POLICY. WHEN RESPONDING TO A PUBLIC INSPECTION REQUEST FOR ANY OF THE PRECEDING DOCUMENTS BY ANYONE, THE ORGANIZATION SHALL FULFILL SUCH REQUEST IN A TIMELY FASHION WITHOUT INQUIRING AS TO THE REASON FOR THE PUBLIC INSPECTION REQUEST. FORM 990, PART VII - COMPENSATION EXPLANATION CHERYL WILSON OFFICER IS AN EMPLOYEE OF ST. PAUL'S EPISCOPAL HOME, INC. AND OFFICER WAGES ARE PAID BY ST. PAUL'S EPISCOPAL HOME, INC. THERE IS NO ALLOCATION OF WAGES TO COMMUNITY ELDERCARE OF SAN DIEGO. EDWARD THOMSON OFFICER IS AN EMPLOYEE OF ST. PAUL'S EPISCOPAL HOME, INC. AND OFFICER WAGES ARE PAID BY ST. PAUL'S EPISCOPAL HOME, INC. THERE IS NO ALLOCATION OF WAGES TO COMMUNITY ELDERCARE OF SAN DIEGO. FORM 990, PART IX, LINE 11G REGISTRY: PROGRAM SERVICE EXPENSES 554,272. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 554,272. OUTSIDE PERSONNEL: PROGRAM SERVICE EXPENSES 58,750. MANAGEMENT AND GENERAL EXPENSES 14,736. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 73,486. CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 5,802,996. MANAGEMENT AND GENERAL EXPENSES 59,642. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,862,638. CONSULTING FEES: PROGRAM SERVICE EXPENSES 264,900. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 264,900. FORM 990, PART XI, LINE 9: NET ASSET TRANSFER TO ST. PAUL'S EPISCOPAL HOME, INC., FEIN: 95-2111196 -2,000,000. FORM 990, PART XII, LINE 2C THE AUDIT OVERSIGHT AND INDEPENDENT ACCOUNTANT SELECTION PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. ST PAUL'S EPISCOPAL HOME INC 328 MAPLE STREET SAN DIEGO CA 92103 952111196 PROVIDES HOUSING & SERVICES TO SENIORS CA 501(C)(3) 9 N/A 0 ST PAUL'S RETIREMENT HOMES FOUNDATION 328 MAPLE STREET SAN DIEGO CA 92103 330627795 PROVIDE FUNDRAISING SUPPORT TO PROGRAMS W/IN SPEH & CESD CA 501(C)(3) 7 N/A 0 ST PAUL'S VILLA INC 328 MAPLE STREET SAN DIEGO CA 92103 200157629 LEASES ASSISTED LIVING FACILITY TO ST. PAUL'S EPISCOPAL HOME, INC. CA 501(C)(3) 9 N/A 0 0 0 1 1 0 0 0 0 0 0 1 0 1 0 0 1 0 1 0 ST PAUL'S EPISCOPAL HOME INC R 2000000 GAAP ST PAUL'S EPISCOPAL HOME INC K 978627 GAAP ST PAUL'S EPISCOPAL HOME INC P 6805585 GAAP ST PAUL'S EPISCOPAL HOME INC M 2593427 GAAP ST PAUL'S RETIREMENT HOMES FOUNDATION C 73469 GAAP ST PAUL'S EPISCOPAL HOME INC D 46940861 GAAP