2026-03-23T16:41:34-05:00 2025-06-30 430765316 RUBINBROWN LLP 7676 FORSYTH BLVD SUITE 2100 SAINT LOUIS MO 63105 990 2024-07-01 264401173 ST WILLIAM APARTMENTS II INC STWI 3149618000 7601 WATSON ROAD ST LOUIS MO 63119 CHRIS BAECHLE CHIEF EXECUTIVE OFFICER 3147927000 2026-03-18 1 1 KIMBERLY A RYAN P00829977 3142903300 2024 2025-03-06 01:10:19Z CHRIS BAECHLE 7601 WATSON ROAD ST LOUIS MO 63119 453775 0 X WWW.CARDINALRITTERSENIORSERVICES.ORG/ X 2009 MO TO BRING THE HEALING, HELP, AND HOPE OF JESUS CHRIST TO THOSE IN NEED WITH A COMPASSIONATE, CARING PRESENCE. 21 19 0 19 0 0 206390 193608 187198 219196 20405 19367 56010 21604 470003 453775 0 0 0 0 107612 105706 0 0 0 411692 422157 519304 527863 -49301 -74088 3947403 3870055 4863241 4859981 -915838 -989926 TO BRING THE HEALING, HELP, AND HOPE OF JESUS CHRIST TO THOSE IN NEED WITH A COMPASSIONATE, CARING PRESENCE. 0 0 439839 240800 ST. WILLIAM APARTMENTS II, INC. PROVIDES SAFE, AFFORDABLE HOUSING AND RELATED FACILITIES AND SERVICES FOR 39 LOWER INCOME SENIOR ADULT TENANTS. 20505 THE SERVICE COORDINATOR AIDS THE SENIOR ADULTS IN THEIR EVERYDAY TASKS. 460344 1 1 0 0 0 0 0 0 1 0 1 0 0 1 1 0 1 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 21 19 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X ARCHDIOCESE OF ST LOUIS FINANCE OFFICE 3147927127 20 ARCHBISHOP MAY DRIVE ST LOUIS MO 63119 CHRIS BAECHLE CEO/ASST SECRETARY 1.00 39.00 X X 0 198778 32583 JARED BRYSON PRESIDENT, CATHOLIC CHARITIES 1.00 69.00 X 0 201362 29016 JOE JANSEN CFO/COUNCIL MEMBER 1.00 39.00 X 0 156221 18260 JERRY RUMPH BOARD PRESIDENT 0.10 1.50 X X 0 0 0 SR RENITA BRUMMER BOARD VICE-PRESIDENT 0.10 1.50 X X 0 0 0 DR MIKE NASH BOARD SECRETARY 0.10 1.50 X X 0 0 0 DANIEL WIENSTROER BOARD TREASURER 0.10 1.50 X X 0 0 0 STEVEN AHILLEN BOARD MEMBER 0.10 1.50 X 0 0 0 MARK BURMESTER BOARD MEMBER 0.10 1.50 X 0 0 0 GWEN CABE BOARD MEMBER 0.10 1.50 X 0 0 0 JOHN CORICH BOARD MEMBER 0.10 1.50 X 0 0 0 THOMAS GREGORY BOARD MEMBER 0.10 1.50 X 0 0 0 BILL HOPFINGER BOARD MEMBER 0.10 1.50 X 0 0 0 DONNA PELIKAN BOARD MEMBER 0.10 1.50 X 0 0 0 TIM ROGAN BOARD MEMBER 0.10 1.50 X 0 0 0 GREG SAHRMANN BOARD MEMBER 0.10 1.50 X 0 0 0 GARY SCHUTTE BOARD MEMBER 0.10 1.50 X 0 0 0 KEN SLOAN BOARD MEMBER 0.10 1.50 X 0 0 0 ELIZABETH SMITH BOARD MEMBER 0.10 1.50 X 0 0 0 DAN STUTTE BOARD MEMBER 0.10 1.50 X 0 0 0 KIM WALDMAN BOARD MEMBER 0.10 1.50 X 0 0 0 ANDREW YOUNG BOARD MEMBER (AS OF 1/2025) 0.10 1.50 X 0 0 0 0 556361 79859 0 0 1 0 0 193608 193608 RENT FROM TENANTS 532000 219196 219196 219196 19367 19367 CABLE TV REVENUE 532000 17442 17442 LAUNDRY & VENDING REV. 532000 1837 1837 2325 2325 21604 453775 240800 0 19367 83400 78245 5155 4563 4300 263 11795 11111 684 5948 5568 380 24168 24168 1240 1240 18836 18836 7486 7486 19609 19609 168946 168946 936 936 143343 143343 15436 15436 BAD DEBT 16793 16793 ELDERLY CARE EXPENSES 2488 2488 INSPECTIONS AND PERMITS 415 415 2461 2461 527863 460344 67519 0 43672 44121 130 2867 5264365 1941242 3439677 3323123 463924 499944 3947403 3870055 44719 25187 4 2279 17348 17965 4800900 4800900 270 13650 4863241 4859981 X -915838 -989926 -915838 -989926 3947403 3870055 -74088 0 X X 0 1 X 1 1 1 X 162831 168589 191333 206390 193608 922751 159494 170218 178794 187198 240800 936504 39041 20682 23311 28402 111436 361366 359489 393438 421990 434408 1970691 0 5772 11336 15077 19307 26612 78104 5772 11336 15077 19307 26612 78104 1892587 79 385 14501 20405 19367 54737 79 385 14501 20405 19367 54737 27608 27608 361445 359874 407939 470003 453775 2053036 0.92180 0.93520 0.02670 0.02040 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: INSURANCE PROCEEDS - 2023 AMOUNT: $ 27,608. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 328955 328955 4662562 1718756 2943806 128907 85894 43013 143941 136592 7349 3323123 RESERVE FOR REPLACEMENTS 482532 TENANT SECURITY DEPOSITS 17412 499944 DUE TO ARCHDIOCESE ENTITIES 13650 13650 453775 0 453775 0 453775 527863 0 527863 0 527863 PART IV, LINE 2B: THE ORGANIZATION HOLDS TENANT SECURITY DEPOSITS IN ESCROW. 0 0 0 0 0 0 0 0 0 CHRIS BAECHLE CEO/ASST SECRETARY 0 198778 0 0 0 0 0 15509 0 17074 0 231361 0 0 JARED BRYSON PRESIDENT, CATHOLIC CHARITIES 0 201362 0 0 0 0 0 10476 0 18540 0 230378 0 0 JOE JANSEN CFO/COUNCIL MEMBER 0 156221 0 0 0 0 0 10956 0 7304 0 174481 0 0 PART I, LINE 3 THE ORGANIZATION REVIEWS A SALARY ADMINISTRATION PROGRAM, INCLUDING PAY GRADES AND RANGES, THAT IS PROVIDED BY CATHOLIC CHARITIES OF THE ARCHDIOCESE OF ST. LOUIS. ADDITIONALLY, THE ST. LOUIS AREA SALARY SURVEY REPORT ISSUED ANNUALLY BY THE AAIM MANAGEMENT ASSOCIATION IS REVIEWED WHEN PREPARING SALARY BUDGETS FOR THE FISCAL YEAR. THE ORGANIZATION ALSO REVIEWS NATIONAL AND LOCAL INFLATION RATES, INTERNAL FUNDING ABILITIES, AND PLANNED SALARY BUDGETS FOR THE ARCHDIOCESE OF ST. LOUIS. ANNUAL PERFORMANCE EVALUATIONS ARE ALSO REVIEWED WHEN DETERMINING SALARY INCREASES. FORM 990, PART VI, SECTION A, LINE 3 CARDINAL RITTER SENIOR SERVICES (CRSS) PAYS VENDORS THROUGH THE MANAGEMENT AGENT'S DISBURSEMENT SYSTEM FOR THE ORGANIZATION. THIS PROCEDURE WAS IMPLEMENTED FOR THE PURPOSE OF UTILIZING THE MOST COST EFFECTIVE METHOD TO CONSERVE THE ORGANIZATION'S PROCESSING COSTS AND TO PROVIDE INTERNAL CONTROLS TO SAFEGUARD ASSETS. CRSS PAYS ALL EXPENSES, SALARIES, AND FRINGE BENEFITS INCLUDING PAYROLL, FOR THE ORGANIZATION. IN ADDITION, THE FEDERAL W-2 FORMS FOR SALARIES AND PAYROLL TAX RETURNS ARE INCLUDED ON CRSS' RECORDS. THE ORGANIZATION REIMBURSES CRSS ON A REGULAR BASIS FOR THESE EXPENDITURES. ST. WILLIAM APARTMENTS II HAD 1 EMPLOYEE DURING THE YEAR ENDED JUNE 30, 2025. THE ORGANIZATION PAYS A BOOKKEEPING FEE TO THE ARCHDIOCESE OF ST. LOUIS. ADDITIONALLY, A MANAGEMENT FEE IS PAID TO THE ST. LOUIS ARCHDIOCESAN FUND (SLAF) FOR THE MANAGEMENT OF THE ORGANIZATION'S INVESTMENTS. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS ONE MEMBER, CATHOLIC CHARITIES OF THE ARCHDIOCESE OF ST. LOUIS (CATHOLIC CHARITIES) WHICH HAS RESERVED POWERS OVER THE ORGANIZATION. THE ARCHBISHOP OF ST. LOUIS IS A MEMBER WITH RESERVED POWERS OVER CATHOLIC CHARITIES, BY WHICH THE ARCHBISHOP HAS ALSO RESERVED POWERS OVER THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION HAS ONE MEMBER, CATHOLIC CHARITIES OF THE ARCHDIOCESE OF ST. LOUIS (CATHOLIC CHARITIES), WHICH HAS RESERVED POWERS OVER THE ORGANIZATION. THE ARCHBISHOP OF ST. LOUIS ALSO HAS RESERVED POWERS OVER THE ORGANIZATION. THE ARCHBISHOP OF ST. LOUIS HAS THE AUTHORITY TO APPOINT UP TO 50% OF THE BOARD OF DIRECTORS AND TO APPROVE ALL CANDIDATES TO THE BOARD OF DIRECTORS OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7B AS THEY ARE MEMBERS WITH RESERVED POWERS, VARIOUS DECISIONS OF THE ORGANIZATION ARE SUBJECT TO APPROVAL BY CATHOLIC CHARITIES OF THE ARCHDIOCESE OF ST. LOUIS, AND THE ARCHBISHOP OF ST. LOUIS. ADDITIONALLY, THE AUDIT COMMITTEE OF THE ARCHDIOCESE OF ST. LOUIS IS RESPONSIBLE FOR THE SELECTION OF THE INDEPENDENT AUDITOR FOR ALL ARCHDIOCESAN ENTITIES. FORM 990, PART VI, SECTION B, LINE 11B THE RETURN IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM. THE ORGANIZATION HAS PROVIDED A .PDF COPY OF THE FORM 990 TO THE MEMBERS OF THE GOVERNING BOARD VIA EMAIL PRIOR TO FILING OF THE TAX RETURN. THE EMAIL SENT TO THE GOVERNING BOARD REQUESTS THAT ALL MEMBERS REVIEW THE FORM 990 AS OF A SELECT DATE. ANY QUESTIONS AND COMMENTS ARE TO BE SENT TO THE CHIEF FINANCIAL OFFICER. ONCE ALL QUESTIONS AND COMMENTS ARE REVIEWED/CLEARED BY THE CHIEF FINANCIAL OFFICER, THE FORM 990 IS ACCEPTED FOR FILING AND A REPRESENTATION LETTER IS SIGNED BY THE CHIEF EXECUTIVE OFFICER. AT THIS POINT, THE FORM 990 IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C UPON MEMBERSHIP TO THE BOARD OF DIRECTORS, PERSONS ARE REQUIRED TO REVIEW AND SIGN A CONFLICT OF INTEREST POLICY. ADDITIONALLY, ALL OTHER OFFICERS, DIRECTORS, AND KEY EMPLOYEES ARE REQUIRED TO REVIEW AND SIGN THE CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION REVIEWS A SALARY ADMINISTRATION PROGRAM, INCLUDING PAY GRADES AND RANGES, THAT IS PROVIDED BY CATHOLIC CHARITIES OF THE ARCHDIOCESE OF ST. LOUIS. ADDITIONALLY, THE ST. LOUIS AREA SALARY SURVEY REPORT ISSUED ANNUALLY BY THE AAIM MANAGEMENT ASSOCIATION IS REVIEWED WHEN PREPARING SALARY BUDGETS FOR THE FISCAL YEAR. THE ORGANIZATION ALSO REVIEWS NATIONAL AND LOCAL INFLATION RATES, INTERNAL FUNDING ABILITIES, AND PLANNED SALARY BUDGETS FOR THE ARCHDIOCESE OF ST. LOUIS. ANNUAL PERFORMANCE EVALUATIONS ARE ALSO REVIEWED WHEN DETERMINING SALARY INCREASES. FORM 990, PART VI, SECTION C, LINE 19 ANYONE INTERESTED IN REVIEWING THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND/OR FINANCIAL STATEMENTS MUST CONTACT THE CHIEF FINANCIAL OFFICER, AS THIS INFORMATION IS AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. FORM 990, PART XII, LINE 2C THE AUDIT COMMITTEE OF THE ARCHDIOCESE OF ST. LOUIS ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT AUDITOR. ARCHDIOCESE OF ST LOUIS 20 ARCHBISHOP MAY DRIVE ST LOUIS MO 63119 430653244 RELIGIOUS ORGANIZATION MO 501(C)(3) LINE 1 ARCHBISHOP OF STLOUIS 0 CATHOLIC CHARITIES OF THE ARCHDIOCESE OF ST LOUIS 4445 LINDELL BLVD ST LOUIS MO 63108 430653270 SOCIAL SERVICES MO 501(C)(3) LINE 7 ARCHBISHOP OF STLOUIS 0 CARDINAL CARBERRY SENIOR LIVING CENTER 7601 WATSON ROAD ST LOUIS MO 63119 431826117 SUPPORTIVE SERVICES MO 501(C)(3) LINE 12B, II ARCHBISHOP OF STLOUIS 0 CARDINAL RITTER SENIOR SERVICES 7601 WATSON ROAD ST LOUIS MO 63119 430811604 SOCIAL SERVICES MO 501(C)(3) LINE 7 ARCHBISHOP OF STLOUIS 0 CARDINAL RITTER INSTITUTE - RESIDENTIAL SERVICES CORPORATION 7601 WATSON ROAD ST LOUIS MO 63119 431235755 RESIDENTIAL SERVICES MO 501(C)(3) LINE 10 ARCHBISHOP OF STLOUIS 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0