2013-07-15T10:00:54-07:00 2012-08-31 Leaf & Cole LLP 2810 Camino Del Rio South Suite 200 San Diego CA 921083820 990 2011-09-01 952111196 ST PAULS EPISCOPAL HOME INC STPA 6192396900 328 MAPLE STREET SAN DIEGO CA 92103 EDWARD THOMSON 2013-07-15 true JULIE A FIRL 6192947200 X 2011 2016-02-24 21:20:13Z CHERYL WILSON 328 MAPLE STREET SAN DIEGO CA 92103 19503574 false false X WWW.STPAULSENIORS.ORG X 1961 CA THE OPERATION OF SENIOR HOUSING FACILITIES, ASSISTED LIVING FACILITY, SKILLED NURSING FACILITY, SENIOR DAY SERVICES, MEMORY CARE SERVICES AND CHILD CARE SERVICES. 18 18 313 111373 56810 920704 3550772 13504573 13939160 47359 40291 1144325 1181228 15616961 18711451 0 0 8472462 8950335 0 0 6818342 7056519 15290804 16006854 326157 2704597 18428178 24451486 7345823 10486869 11082355 13964617 THE OPERATION OF SENIOR HOUSING FACILITIES, ASSISTED LIVING FACILITY, SKILLED NURSING FACILITY, SENIOR DAY SERVICES, MEMORY CARE SERVICES AND CHILD CARE SERVICES. false false 12956574 14846906 The Organization operates the following programs:St. Paul's Home:St. Paul's Home (the "Home") provides general and administrative support to all programs within the Company.St. Paul's McColl Health Center:St. Paul's McColl Health Center (the "Center") was completed in 1982 and consists of a 59-bed skilled nursing facility.St. Paul's Manor:St. Paul's Manor (the "Manor") consists of 149 income-producing units with 69 units in the Manor section (completed in 1963) and 80 units in the Tower section (completed in 1967). The Manor provides rental housing, food services and other supportive services to resident seniors. The Manor is financed and operated under Section 202 of the National Housing Act. Such projects are regulated by HUD as to rent charges and operating methods. St. Paul's Villa:St. Paul's Villa (the "Villa") was originally purchased in 1991. In September, 2004, the assets were transferred to St. Paul's Villa, Inc. The Company now leases the 136 income producing units from St. Paul's Villa, Inc. The Villa provides rental housing, food services and other services to resident seniors. The Villa is financed and operated under Section 232 of the National Housing Act. Such projects are regulated by HUD as to operating methods.St. Paul's Community Care Center:St. Paul's Community Care Center (the "CCC") was purchased in 1996. The CCC provides intergenerational child and senior day care services. 12956574 true true false true false false false false false false true false false false false true false true false false false false false false false false false false false true false false false false false false false false false false false false false false false false true false false false false true 43 0 true 313 true true true false false false false false false false false false 0 false false false false false false false false false false false X 18 18 true false false false true true true true true false false false true true true true true true true true false false CA X EDWARD A THOMSON 6192396900 328 MAPLE ST SAN DIEGO CA 92103 X WILLIAM MCCOLL 2.00 X X 0 0 0 BRUCE LEIDENBERGER 2.00 X X 0 0 0 ANNE DE MEULES 1.00 X 0 0 0 LOUISE PHIPPS 1.00 X 0 0 0 LARRY HOEKSEMA 1.00 X 0 0 0 JANET COOPER 1.00 X 0 0 0 JANIE DAVIS 1.00 X 0 0 0 JOHN MCCOLL 1.00 X 0 0 0 MELISSA BLACKBURN 2.00 X X 0 0 0 JACKIE CARPENTER 1.00 X 0 0 0 VICKI HOPPENRATH 1.00 X 0 0 0 JUDY MOORE 1.00 X 0 0 0 JACK LENTZ 2.00 X X 0 0 0 SUSAN HAYES 1.00 X 0 0 0 REBECCA BERNARD 1.00 X 0 0 0 HAL SADLER 1.00 X 0 0 0 THE VERY REV SCOTT RICHARDSON 2.00 X X 0 0 0 JANE FLAHERTY 1.00 X 0 0 0 CHERYL WILSON 47.00 X X 279008 17809 21543 EDWARD THOMSON 47.50 X 166800 8779 26905 JULIA RUNNING 50.00 X 116410 0 21540 562218 26588 69988 3 false true true SUNDANCE REHABILITATION 6549 PAYSPHERE CIRCLE CHICAGO IL 60674 THERAPY 702055 SODEXO INC & AFFILIATES 9801 WASHINGTON BOULEVARD GAITHERSBURG MD 20878 DIETARY SVC MGMT/PRO 1633172 SECURE TRANSPORTATION COMPANY INC 13111 MEYER ROAD WHITTIER CA 90605 TRANSPORTATION 607288 SCRIPPS MERCY HOSPITAL 4077 FIFTH AVENUE SAN DIEGO CA 92103 MEDICAL SERVICES 1107976 PHARMASTAR 2503 N HILLCREST PARKWAY ALTOONA WI 54720 PHARMACY BENEFIT MGR 1061241 19 3550772 3550772 ROOM AND BOARD 900099 7725943 7725943 OTHER SERVICES 900099 1089843 1089843 NURSING SERVICES 900099 4016554 4016554 Fees & Contracts Gov Agencies 900099 49502 49502 COMMUNITY CARE CENTER 900099 1057318 1057318 13939160 40291 40291 0 0 1065605 792123 273482 273482 162109 111373 0 0 0 0 OTHER INCOME 900099 239826 239826 MANAGEMENT FEES 900099 667920 667920 907746 18711451 15009015 111373 40291 0 0 0 0 629568 125914 503654 0 8320767 6639022 1681745 0 0 0 0 0 0 0 0 0 1022325 748573 273752 0 0 0 0 715990 715206 784 0 0 0 305165 305165 0 584233 584233 167264 167264 RENTAL EXPENSES 309722 309722 ANCILLARY SERVICES 528676 528676 OPERATING EXPENSES 3423144 2832799 590345 0 16006854 12956574 3050280 0 629413 667525 2178028 3389612 0 575256 580103 0 0 0 88367 90712 77024 118163 28795354 10167797 13037060 18627557 1737259 800925 0 0 0 105771 176889 18428178 24451486 1532582 1524231 46049 88998 5603672 8873640 163520 7345823 10486869 X 11082355 13964617 11082355 13964617 18428178 24451486 X 2704597 177665 X false true true X false false X 517796 505517 906819 920704 3550772 6401608 12037870 11507822 12245924 13677309 14101269 63570194 0 0 0 12555666 12013339 13152743 14598013 17652041 69971802 0 0 69971802 131568 85371 65183 47359 40291 369772 0 131568 85371 65183 47359 40291 369772 40785 159745 111373 311903 270045 590131 687650 811844 907746 3267416 12957279 12688841 13946361 15616961 18711451 73920893 0.94660 0.95180 0.00500 0.00690 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false false false true 926 926 false false Part II-B, Line 1i Part II-B, Line 1i - Other Activities Description ST. PAUL'S EPISCOPAL HOME, INC. ENGAGES IN ADVOCACY THROUGH: 1) MEMBERSHIP IN ORGANIZATIONS REPRESENTING AND ADVOCATING FOR NON-PROFIT SENIOR 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 PERCENTAGE 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. 7969733 7969733 16719498 7957033 8762465 385228 329307 55921 3720895 1881457 1839438 18627557 Part X Part X : FIN48 Footnote The Entities are each public charities and are 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 The Entities do not have unrelated business activities with the exception of the Company. The Organization 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. The Entities are not private foundations.The Entities' Returns of Organization Exempt from Income Tax and Exempt Organization Business Income Tax Returns for the years ended August 31, 2012, 2011, 2010 and 2009 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. Part XI, Line 8 Part XI, Line 8: Other Changes in Net Assets or Fund Balances RENTAL EXPENSES $792123 NON-RECOVERABLE PROJECT COSTS $ -667187 X X X X X false false false false false false false false false false EDWARD THOMSON 155210 8169 11590 610 25560 1345 192360 10124 CHERYL WILSON 204372 13045 74636 4764 20250 1293 299258 19102 Form 990, Part VI, Line 19 Form 990, Part VI, Line 19: Other Organization Documents Publicly Available 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 VI, Line 15b Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees 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 COO. Form 990, Part VI, Line 12c Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts 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, Line 11 Form 990, Part VI, Line 11: Form 990 Review Process 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, Line 7b Form 990, Part VI, Line 7b: Describe Decisions of Governing Body Approval by Members or Shareholders 1. DIRECTORS OF SPEH ARE APPROVED ANNUALLY BY THE SOLE MEMBER.2. CHANGES IN BYLAWS OF SPEH ARE APPROVED, IN ADVANCE, BY THE SOLE MEMBER. Form 990, Part VI, Line 7a Form 990, Part VI, Line 7a: How Members or Shareholders Elect Governing Body SOLE MEMBER APPOINTS TWO EX-OFFICIO DIRECTORS OF BOARD OF ST. PAUL'S EPISCOPAL HOME, INC. (SPEH). IN ADDITION, DEAN OF CATHEDRAL CHURCH OF ST. PAUL SERVES AS PRESIDENT OF SPEH AND SITS EX-OFFICIO, IN THAT CAPACITY, ON ITS BOARD. Form 990, Part VI, Line 6 Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder CHAPTER OF THE CATHEDRAL CHURCH OF ST. PAUL (SOLE MEMBER) Form 990, Part VI, Line 2 Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et BOARD MEMBERS JOHN MCCOLL AND WILLIAM MCCOLL HAVE A FAMILY RELATIONSHIP. COMMUNITY ELDERCARE OF SAN DIEGO 328 MAPLE STREET SAN DIEGO CA 92103 330853316 Operate PACE Program CA 501(c)(3) 7 NA false ST PAULS VILLA INC 328 MAPLE STREET SAN DIEGO CA 92103 200157629 Leases assisted living facility to Org. CA 501(c)(3) 9 NA false ST PAULS RETIREMENT HOMES FOUNDATION 328 MAPLE STREET SAN DIEGO CA 92103 330627795 Fundraising support to programs w/in Org CA 501(c)(3) 7 NA false false true false true false false false false true true false false false true false true false false COMMUNITY ELDERCARE OF SAN DIEGO p 10285632 COMMUNITY ELDERCARE OF SAN DIEGO i 492960 ST PAULS VILLA INC p 758637 ST PAULS VILLA INC j 732000 ST PAULS RETIREMENT HOMES FOUNDATION p 202580 ST PAULS RETIREMENT HOMES FOUNDATION n 32605 ST PAULS RETIREMENT HOMES FOUNDATION i 12960 ST PAULS RETIREMENT HOMES FOUNDATION d 6688537 ST PAULS RETIREMENT HOMES FOUNDATION b 3550772