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Nonprofiteer
← ST PAULS RETIREMENT HOMES FOUNDATION

Form 990 for tax year 2024

Filed by ST PAULS RETIREMENT HOMES FOUNDATION.

Totals

Total revenue
$1,649,998
Total expenses
$995,308
Contributions and grants received
$838,768
Grants paid
$155,915
Program service revenue
$0
Investment income
$490,766
Other revenue
$320,464
Total assets, end of year
$10,432,253
Total liabilities, end of year
$1,730,466
Net assets or fund balances, end of year
$8,701,787
Program services expenses (Part IX)
$156,169
Management and general expenses
$240,943
Fundraising expenses
$598,196
Program service expenses (Part III)
$156,169

Program services were 15.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $115,633

  • 1f · All other contributions, gifts and grants

    $723,135

  • 3 · Investment income

    total $374,454 · excluded $374,454

  • 7a · Gross sales of assets other than inventory

    securities $6,015,090

  • 7b · Less cost or other basis and sales expenses

    securities $5,898,778

  • 7c · Gain or loss

    securities $116,312

  • 7d · Net gain or loss

    total $116,312 · excluded $116,312

  • 8a · Fundraising events: gross income

    $263,646

  • 8a · Fundraising events: contributions included on line 1c

    $115,633

  • 8b · Fundraising events: direct expenses

    $148,189

  • 8c · Net income from fundraising events

    total $115,457 · excluded $115,457

  • 11a · Other revenue: ADMINISTRATIVE FEES

    total $205,007 · excluded $205,007

  • 11e · Other revenue, total

    $205,007

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $155,915 · program services $155,915

  • 5 · Compensation of officers, directors and key employees

    total $248,770 · fundraising $248,770

  • 7 · Other salaries and wages

    total $219,320 · fundraising $219,320

  • 8 · Pension plan contributions

    total $11,418 · fundraising $11,418

  • 9 · Other employee benefits

    total $21,683 · fundraising $21,683

  • 10 · Payroll taxes

    total $35,427 · fundraising $35,427

  • 11a · Fees: management

    total $150,879 · management and general $150,879

  • 11b · Fees: legal

    total $23,346 · management and general $23,346

  • 11c · Fees: accounting

    total $23,358 · management and general $23,358

  • 11f · Fees: investment management

    total $25,729 · management and general $25,729

  • 11g · Fees: other

    total $3,762 · fundraising $3,762

  • 12 · Advertising and promotion

    total $3,178 · fundraising $3,178

  • 13 · Office expenses

    total $2,976 · management and general $288 · fundraising $2,688

  • 16 · Occupancy

    total $14,182 · fundraising $14,182

  • 17 · Travel

    total $183 · fundraising $183

  • 23 · Insurance

    total $4,721 · management and general $4,721

  • 24a · Other expenses: MEETINGS AND SPECIAL EV

    total $19,475 · fundraising $19,475

  • 24b · Other expenses: OTHER EXPENSES

    total $15,828 · program services $254 · management and general $3,053 · fundraising $12,521

  • 24c · Other expenses: DUES AND SUBSCRIPTIONS

    total $9,662 · management and general $9,569 · fundraising $93

  • 24d · Other expenses: MATERIALS AND SUPPLIES

    total $3,072 · fundraising $3,072

  • 24e · All other expenses

    total $2,424 · fundraising $2,424

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,199,439 · end of year $85,200

  • 2 · Savings and temporary cash investments

    beginning of year $4,128,445 · end of year $1,788,463

  • 3 · Pledges and grants receivable

    beginning of year $33,622 · end of year $8,622

  • 4 · Accounts receivable

    beginning of year $765,952 · end of year $845,624

  • 9 · Prepaid expenses and deferred charges

    beginning of year $0 · end of year $11,936

  • 10a · Land, buildings and equipment: cost or other basis

    $13,943

  • 10b · Land, buildings and equipment: accumulated depreciation

    $13,943

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $4,491,066 · end of year $7,567,408

  • 12 · Investments: other securities

    beginning of year $125,000 · end of year $125,000

  • 17 · Accounts payable and accrued expenses

    beginning of year $115,849 · end of year $146,180

  • 25 · Other liabilities

    beginning of year $2,848,813 · end of year $1,584,286

  • 27 · Net assets without donor restrictions

    beginning of year $2,683,804 · end of year $2,932,570

  • 28 · Net assets with donor restrictions

    beginning of year $5,095,058 · end of year $5,769,217

Mission and programs · 2024

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.

Activities or mission (Part I)

SUPPORT PROGRAMS AND COMMUNITIES OF ST. PAUL'S EPISCOPAL HOME, INC.

  • GRANTS/CONTRIBUTIONS TO ST. PAUL'S EPISCOPAL HOME, INC. AND RELATED NON-PROFIT ORGANIZATIONS.

    Expenses $156,169 · Grants $155,915

As filed on the 2024 return.

Listed in Part VII

  • Peter Gallagher

    CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Bruce Leidenberger

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    2

  • John McColl

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • Todd Kaprielian

    SECRETARY/CHIEF DEVELOPMEN

    Total calculated
    $226,406
    From this org
    $204,018
    From related orgs
    $0
    Other
    $22,388
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $196,603
    Bonus
    $3,067
    Other
    $4,348
    Deferred
    $14,360
    Nontaxable benefits
    $8,028
    Filer's total
    $226,406

  • Eleanor Charlton

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Anne Dick

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Daryl Ferguson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Nancy Holland

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Gail Jones

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Peggy Killian

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Pat Kreder

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Carrie O'Brien

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Rev Canon Wayne Sanders

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Peggy Strand

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Neville Willsmore

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Michael McHale

    CEO

    Total calculated
    $597,364
    From this org
    $0
    From related orgs
    $562,296
    Other
    $35,068
    Hours/week
    3 + 57 related

    Schedule J breakdown matched by us

    Base
    $0 + $490,512 related
    Bonus
    $0 + $70,200 related
    Other
    $0 + $1,584 related
    Deferred
    $0 + $28,776 related
    Nontaxable benefits
    $0 + $6,292 related
    Filer's total
    $0 + $597,364 related

  • George Vieu

    CFO

    Total calculated
    $289,760
    From this org
    $0
    From related orgs
    $281,320
    Other
    $8,440
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    $0 + $236,104 related
    Bonus
    $0 + $45,000 related
    Other
    $0 + $216 related
    Deferred
    $0 + $8,440 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $289,760 related

  • Sophia Lukas

    COO OF HOUSING

    Total calculated
    $338,890
    From this org
    $0
    From related orgs
    $313,387
    Other
    $25,503
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    $0 + $284,947 related
    Bonus
    $0 + $28,200 related
    Other
    $0 + $240 related
    Deferred
    $0 + $24,379 related
    Nontaxable benefits
    $0 + $1,124 related
    Filer's total
    $0 + $338,890 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2024
Filed
3 November 2025
IRS schema version
2024v5.2
Source object
202533159349303638

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