2025-11-04T14:43:34-06:00 2024-12-31 450250958 EIDE BAILLY LLP 2355 E CAMELBACK RD STE 900 PHOENIX AZ 850169065 990 2024-01-01 860711922 ST MARY'S HOUSING DEVELOPMENT CORP STMA 6029970013 2330 W MISSION LN STE 10 PHOENIX AZ 85021 CHEAK YEE PRESIDENT 6029970013 2025-11-03 1 1 BRENDA ANN BLUNT CPA P00075126 4803151040 2025-11-03 2024 2025-03-06 01:10:19Z ST MARY'S MANOR CHEAK YEE 2330 W MISSION LN STE 10 PHOENIX AZ 85021 340664 0 X N/A X 1988 AZ TO PROVIDE HOUSING AND SUPPORT SERVICES TO ELDERLY AND HANDICAPPED PERSONS. 5 5 0 5 0 0 0 0 344728 339290 750 1349 0 25 345478 340664 0 0 0 0 127396 136803 0 0 0 289762 284215 417158 421018 -71680 -80354 497563 453780 50030 86601 447533 367179 X TO PROVIDE HOUSING AND SUPPORT SERVICES TO ELDERLY AND HANDICAPPED PERSONS. 0 0 358640 339315 THE ORGANIZATION PROVIDED AFFORDABLE HOUSING TO ELDERLY RESIDENTS THROUGH THE OPERATION OF A 41-UNIT HUD 202 PRAC MULTIFAMILY HOUSING COMMUNITY IN PHOENIX, ARIZONA. IN 2024, THIS ORGANIZATION SERVED 42 RESIDENTS: 93% WERE BETWEEN AGES 62-81; AND 7% BETWEEN AGES 82-93. ST MARY'S MANOR EMPLOYED A SERVICE COORDINATOR WHO ASSISTED RESIDENTS IN OBTAINING NEEDED SUPPORTIVE SERVICES AND REFERRALS TO COMMUNITY-BASED AGENCIES. IN 2024, THE SERVICE COORDINATOR SCHEDULED RESIDENT IN-SERVICES ON A VARIETY OF TOPICS FOR SENIOR HEALTH AND WELLNESS, INCLUDING: PAIN MANAGEMENT FOR SENIORS, MEDICARE OPEN ENROLLMENT, HEALTHY SLEEPING FOR SENIORS, AREA AGENCY ON AGING HOME SUPPLY DISTRIBUTION, MANAGING STRESS FOR SENIORS, (CONTINUED ON SCHEDULE O)UNDERSTANDING YOUR MEDICATIONS, HEALTHY HEART, AND VACCINE CLINIC. ONGOING ACTIVITIES SUCH AS BIRTHDAY AND HOLIDAY CELEBRATIONS, BINGO, BREAKFAST CLUB AND BLOOD PRESSURE CLINICS WERE ENJOYED EACH MONTH. THE SERVICE COORDINATOR CONTINUED TO ASSIST RESIDENTS WITH SERVICES SUCH AS: ADVOCACY, BENEFITS/ENTITLEMENTS, CASE MANAGEMENT, EMERGENCY FOOD AND HOME DELIVERED MEALS, CRISIS INTERVENTION AND SUPPORTIVE COUNSELING, ISOLATION INTERVENTION, SUBSTANCE ABUSE, EMERGENCY MONEY/RENT, HEALTHCARE SERVICES, TRANSLATION/INTERPRETATION AND TRANSPORTATION. 358640 1 0 0 0 0 0 0 0 1 0 1 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 6 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 1 0 0 1 1 1 1 0 0 0 1 1 1 1 1 1 0 0 0 X NANCY BILLS - BILTMORE PROPERTIES INC 6029970013 2330 WEST MISSION LANE SUITE 10 PHOENIX AZ 85021 X M CHEAK YEE PRESIDENT 0.20 X X 0 0 0 PHYLLIS EDESON SECRETARY/TREASURER 0.20 X X 0 0 0 JOSEPH SARMO VICE PRESIDENT 0.20 X X 0 0 0 PATRICIA BELL DIRECTOR 0.20 X 0 0 0 SILVIA SCOTT DIRECTOR 0.20 X 0 0 0 0 0 0 0 0 0 0 0 NET RENTAL INCOME 623990 337437 337437 LAUNDRY AND OTHER 812300 1853 1853 339290 1349 1349 MISCELLANEOUS INCOME 900099 25 25 25 340664 339315 0 1349 95019 91173 3846 32146 30845 1301 9638 9248 390 23124 23124 620 620 19122 19122 25775 25775 9739 9739 1751 1751 79315 79315 352 352 1813 1813 65623 65623 16738 16738 REPAIRS AND MAINTENANCE 32270 32270 FEES, TAXES AND LICENSE 7653 7653 BAD DEBTS 320 320 421018 358640 62378 0 4077 4503 978 3321 7735 8915 2068176 1685505 403595 382671 81178 54370 497563 453780 39353 76868 1106 12 9571 9721 50030 86601 X 447533 367179 447533 367179 497563 453780 -80354 0 X 0 1 X 0 1 1 X 294304 293105 331884 344728 339290 1603311 294304 293105 331884 344728 339290 1603311 0 91266 86866 128006 133943 135417 575498 91266 86866 128006 133943 135417 575498 1027813 12 9 9 750 1349 2129 12 9 9 750 1349 2129 25 25 294316 293114 331893 345478 340664 1605465 0.64020 0.66600 0.00130 0.00050 X 0 1 X 256947 256947 1785027 1659303 125724 5264 5264 0 20938 20938 0 382671 ESCROW DEPOSITS 2719 REPLACEMENT RESERVE 39810 TENANT DEPOSITS HELD IN TRUST 11841 54370 X 349520 8856 8856 340664 0 340664 429874 8856 8856 421018 0 421018 PART IV, LINE 2B: THE ORGANIZATION HOLDS TENANT DEPOSITS IN TRUST. THE AMOUNTS HELD FOR RESIDENTS ARE REPORTED ON FORM 990, PART X, LINES 15 AND 21. PART X, LINE 2: MANAGEMENT BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY INCOME TAX POSITIONS TAKEN, AND, AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE CORPORATION WOULD RECOGNIZE FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS AND LIABILITIES IN INCOME TAX EXPENSE IF SUCH INTEREST AND PENALTIES ARE INCURRED. PART XI, LINE 2D - OTHER ADJUSTMENTS: ADMINISTRATIVE RENT 8,856. PART XII, LINE 2D - OTHER ADJUSTMENTS: ADMINISTRATIVE RENT 8,856. FORM 990, PART VI, SECTION A, LINE 3 THE BOARD OF THE ORGANIZATION HAS AGREED THAT ALL MANAGEMENT SERVICES AND OVERSIGHT OF THE PROPERTY SHALL BE DONE BY BILTMORE PROPERTIES, INC. BILTMORE PROPERTIES, INC. HAS AGREED TO MANAGE ALL RENTAL OPERATIONS FOR A SPECIFIC FEE PER MONTH. FORM 990, PART VI, SECTION A, LINE 6 THROUGHOUT THE HISTORY OF THE CORPORATION, THE MEMBERS OF THE CORPORATION ARE THE MEMBERS OF THE SPONSOR, ST. MARY'S EPISCOPAL CHURCH. FORM 990, PART VI, SECTION A, LINE 7A FOUR TRUSTEES MUST BE ELECTED FROM CURRENT MEMBERS OF THE VESTRY OF ST. MARY'S EPISCOPAL CHURCH, CHOSEN BY A MAJORITY VOTE OF THE WHOLE CORPORATION MEMBERSHIP AT ITS ANNUAL MEETING. THE STANDING COMMITTEE OF THE DIOCESE OF ARIZONA MAY, BUT HAS NOT TO DATE, DESIGNATE TWO PERSONS TO BE MEMBERS OF THE BOARD OF TRUSTEES OF THIS CORPORATION. THE BOARD OF TRUSTEES MAY APPOINT, FROM TIME TO TIME, A COUNSEL TO THE BOARD, WHO SHALL, EX OFFICIO, BE A MEMBER OF THE BOARD OF TRUSTEES WITH VOICE AND VOTE THEREON, AND WHOSE SEAT ON THE BOARD SHALL BE IN ADDITION TO THE FOUR SEATS AVAILABLE FOR ELECTION BY THE BOARD. THE STANDING COMMITTEE OF THE DIOCESE OF ARIZONA MAY DESIGNATE TWO PERSONS TO BE MEMBERS OF THE BOARD OF TRUSTEES OF THIS CORPORATION, WHO SHALL HAVE VOICE AND VOTE THEREON, AND WHO SHALL SERVE AT THE PLEASURE OF THE DIOCESAN COUNCIL. THE RECTOR, SENIOR WARDEN AND JUNIOR WARDEN OF THE CHURCH ARE EX OFFICIO MEMBERS OF THE BOARD. UP TO FOUR ADDITIONAL TRUSTEES MAY BE ELECTED FROM TIME TO TIME BY THE BOARD OF TRUSTEES SO AS TO REPRESENT INTERESTED SEGMENTS OF THE OVERALL COMMUNITY OR NEEDED SKILLS. FORM 990, PART VI, SECTION A, LINE 7B MEMBERS MUST APPROVE CHANGES IN THE ARTICLES OF INCORPORATION AND BYLAWS. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 WILL BE PROVIDED TO BILTMORE PROPERTIES AND THE BOARD FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS AND OFFICERS ARE COVERED BY THE CONFLICT OF INTEREST POLICY. THE ORGANIZATION DOES NOT HAVE ANY KEY EMPLOYEES. IF A CONFLICT OF INTEREST DOES ARISE, THE CONFLICT WOULD BE REVIEWED BY THE BOARD AND CONSIDERED FOR A DECISION. IF A CONFLICT OF INTEREST ARISES FOR A BOARD MEMBER, THE BOARD MEMBER MUST REFRAIN FROM VOTING. FORM 990, PART VI, SECTION B, LINE 15 AS THE ORGANIZATION DOES NOT HAVE A TOP MANAGEMENT OFFICIAL AND DOES NOT COMPENSATE INDIVIDUALS SERVING AS OFFICERS, THE BOARD DOES NOT HAVE A PROCESS FOR APPROVING COMPENSATION. THE BOARD DOES HAVE A PROCESS FOR ENGAGING A MANAGEMENT COMPANY TO OVERSEE THE OPERATIONS OF THE PROPERTY. THIS PROCESS INCLUDES EVALUATION AND APPROVAL OF A MANAGEMENT COMPANY THAT WILL MEET THE NEEDS OF THE ORGANIZATION. THE BOARD REVIEWS AND APPROVES THE RATES TO BE PAID TO THE MANAGEMENT COMPANY AND THE TIME PERIOD OF THE CONTRACT. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART V, LINE 2A EMPLOYEES ARE EMPLOYED BY AN OUTSIDE AGENCY. NO FEDERAL OR STATE PAYROLL REPORTING IS DONE BY THIS ORGANIZATION. ST MARY'S EPISCOPAL CHURCH 6522 NORTH 39TH AVENUE PHOENIX AZ 85019 860170321 PLACE OF WORSHIP AZ 501 (C)(3) LINE 1 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0