2023-09-11T07:48:58-05:00 2022-12-31 390919055 RITZ HOLMAN LLP 330 E KILBOURN AVE SUITE 550 MILWAUKEE WI 53202 990 2022-01-01 472308420 ST ANN CENTER PROPERTIES INC STAN 4149775000 2801 E MORGAN AVE MILWAUKEE WI 53207 SR EDNA LONERGAN EXECUTIVE DIR. 4149775000 2023-09-11 1 SR EDNA LONERGAN 999009999 0 DIANA G LUTTMANN P01075770 4142711451 2023-09-08 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JAMES LENAHAN 2801 E MORGAN AVE MILWAUKEE WI 53207 5816883 0 X N/A X 2014 WI HOLDING TITLE TO, DEVELOPING, MAINTAINING AND LEASING PROPERTY TO ST. ANN CENTER FOR INTERGENERATIONAL CARE INC. 9 9 0 9 0 0 283896 0 0 0 135 42 290400 5816841 574431 5816883 0 44695 0 0 0 0 0 0 0 1076459 944512 1076459 989207 -502028 4827676 23893115 23376547 22781162 17436918 1111953 5939629 HOLDING TITLE TO, DEVELOPING, MAINTAINING AND LEASING PROPERTY TO ST. ANN CENTER FOR INTERGENERATIONAL CARE INC. 0 0 989087 HELD TITLE TO PROPERTY, COLLECTED INCOME THEREFORE AND TURNED OVER INCOME TO ST. ANN CENTER 989087 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 1 1 1 1 1 0 0 0 0 0 0 0 0 0 X LEANZIE HANDFORD 4149775000 2801 E MORGAN AVE MILWAUKEE WI 53207 TIMOTHY SULLIVAN CHAIRMAN 1.00 X X 0 0 0 BISHOP WALTER HARVEY DIRECTOR 1.00 X 0 0 0 REV JOSEPH JACKSON DIRECTOR 1.00 X 0 0 0 TABATHA JORDAN DIRECTOR 1.00 X 0 0 0 SR ANN KELLEY DIRECTOR 1.00 X 0 0 0 CRAIG MACKUS DIRECTOR 1.00 X 0 0 0 FATHER BRYAN MASSINGALE DIRECTOR 1.00 X 0 0 0 BARBARA WYATT SIBLEY DIRECTOR 1.00 X 0 0 0 UNA VAN DUVALL DIRECTOR 1.00 X 0 0 0 SR EDNA LONERGAN EXECUTIVE DIR. 1.00 40.00 X 0 99000 0 DAYO AKANDE CHIEF OPERATING OFFICER 1.00 40.00 X 0 90877 0 LEANZIE HANDFORD CFO 1.00 32.00 X 0 75625 0 0 265502 0 0 0 0 0 0 42 42 1021200 0 1021200 1021200 1021200 NMTC EQUITY INVESTMENT 900099 4795641 4795641 4795641 5816883 5816841 0 42 44695 44695 204832 204832 731876 731876 LOAN AND BANK FEES 7804 7684 120 989207 989087 120 0 273727 113427 375608 27029407 4141895 23619388 22887512 23893115 23376547 22781162 17436918 22781162 17436918 X 1111953 5939629 1111953 5939629 23893115 23376547 4827676 0 X X 0 1 X 1 0 631363 631363 25437795 3510046 21927749 960249 631849 328400 22887512 X 13477601 7660718 7660718 5816883 0 5816883 9642700 8653493 8653493 989207 0 989207 PART X, LINE 2: ST. ANN CENTER PROPERTIES, INC. IS EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(2) OF THE INTERNAL REVENUE CODE AND CLASSIFIED AS OTHER THAN A PRIVATE FOUNDATION. MANAGEMENT HAS REVIEWED ALL TAX POSITIONS RECOGNIZED IN PREVIOUSLY FILED TAX RETURNS AND THOSE EXPECTED TO BE TAKEN IN FUTURE TAX RETURNS. AS OF DECEMBER 31, 2022 THE ORGANIZATIONS HAD NO AMOUNTS RELATED TO UNRECOGNIZED INCOME TAX BENEFITS AND NO AMOUNTS RELATED TO ACCRUED INTEREST AND PENALTIES. THE ORGANIZATIONS DO NOT ANTICIPATE ANY SIGNIFICANT CHANGES TO UNRECOGNIZED INCOME TAX BENEFITS OVER THE NEXT YEAR. PART XI, LINE 2D - OTHER ADJUSTMENTS: INCOME - ST. ANN CENTER 8,858,006. ELIMINATIONS - ST. ANN CENTER -1,197,288. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES - ST. ANN CENTER 9,850,781. ELIMINATIONS - ST. ANN CENTER -1,197,288. 1 ST ANN CENTER FOR INTERGENERATIONAL CARE 2801 E MORGAN AVENUE MILWAUKEE WI 53207 391757756 44695 0 FMV ASSIST THE MISSION. 1 PART I, LINE 2: DONATIONS TO ST. ANN CENTER WERE BASED ON NEED. FORM 990, PART VI, SECTION A, LINE 6 LINE 6 EXPLANATION - THE MEMBERS OF THE CORPORATION SHALL BE THE CANONICALLY ELECTED ADMINISTRATIVE TEAM OF THE CORPORATION'S SPONSORING ENTITY. FORM 990, PART VI, SECTION A, LINE 7A LINE 7A EXPLANATION - MEMBERS MAY APPOINT AND REMOVE DIRECTORS FROM THE CORPORATION'S BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B LINE 7B EXPLANATION - APPROVE STATEMENTS OF CORPORATE MISSION, PHILOSOPHY, OR PURPOSE - APPROVE ARTICLES OF INCORPORATION, BYLAWS, AND ANY PLAN FOR MERGER OR DISSOLUTION - APPOINT AND REMOVE OFFICERS OF THE CORPORATION - SELECT THE INDEPENDENT AUDITOR AND ATTORNEY OR ATTORNEYS TO BE RETAINED BY THE CORPORATION - REVIEW, APPROVE OR DISAPPROVE ANY UNBUDGETED CAPITAL EXPENDITURE IN EXCESS OF $25,000, ANY UNSECURED BORROWING IN EXCESS OF $25,000, AND ANY SECURED BORROWING - REVIEW ANY SALE OF REAL PROPERTY OR SUBSTANTIALLY ALL OF THE PERSONAL PROPERTY OWNED BY THE CORPORATION - APPROVE ANY LEASE OF REAL PROPERTY - APPROVE SIGNIFICANT CHANGES IN ACTIVITIES PROVIDED OR ENGAGED IN THAT AFFECT ITS MISSION - APPROVE CREATION OF SUBSIDIARY CORPORATION OR FORMAL AFFILIATION WITH ANOTHER ENTITY FORM 990, PART VI, SECTION B, LINE 11B LINE 11B EXPLANATION - REVIEW WILL BE CONDUCTED BY MANAGEMENT BEFORE FILING. FORM 990, PART VI, SECTION C, LINE 19 ORGANIZATION PROVIDES DOCUMENTS AVAILABLE TO PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THERE HAVE BEEN NO CHANGES MADE TO THE PROCESS FROM THE PRIOR YEAR. ST ANN CENTER FOR INTERGENERATIONAL CARE 2801 E MORGAN AVENUE MILWAUKEE WI 53207 391757756 PROVIDE CARE AND THERAPY TO FAMILIES WI 501(C)(3) LINE 7 N/A 0 THE SISTERS OF ST FRANCIS OF ASSISI 3221 S LAKE DR ST FRANCIS WI 53235 390806271 FOSTERING CHRISTIAN COMMUNITY WI 501(C)(3) LINE 1 N/A 0 0 1 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 1 0 ST ANN CENTER FOR INTERGENERATIONAL CARE B 44695 FMV ST ANN CENTER FOR INTERGENERATIONAL CARE J 1021200 FMV ST ANN CENTER FOR INTERGENERATIONAL CARE E 12734801 FMV ST ANN CENTER FOR INTERGENERATIONAL CARE R 131393 FMV ST ANN CENTER FOR INTERGENERATIONAL CARE D 375608 FMV