2024-03-26T16:05:45-05:00 2023-06-30 954557617 Harrington Group CPAs LLP 2698 Mataro Street Pasadena CA 91107 990 2022-07-01 951691306 St Anne's Family Services STAN 2133812931 155 North Occidental Blvd Los Angeles CA 900264641 Lorna Little CEO 2133812931 2024-03-26 1 Lorna Little 999009999 1 Carlos A Davis P02037008 6264036801 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z Lorna Little 155 North Occidental Blvd Los Angeles CA 900264641 30930368 0 X www.stannes.org X 1941 CA Working together to build safe, nurturing and resilient families - from pregnancy to parenthood and childhood to adulthood - for generations to come.Our work and the resiliency of our clients and program participants brings about life-changing transformations; disrupting cycles of poverty, and foster care placements. Our desire it to keep children, youth and families safe, together and out of systems such as foster care and juvenile justice by providing housing, early childhood development, mental health services and workforce development. 22 21 478 286 0 0 36583430 29483289 0 0 28549 72465 703929 1218314 37315908 30774068 1140234 1140234 0 0 23116503 21836440 0 0 939007 10965005 9854634 35221742 32831308 2094166 -2057240 31165331 40972877 8777166 22375848 22388165 18597029 X See Schedule O 0 0 13060930 817145 Our Early Childhood Education Division provides comprehensive, fully subsidized child development services that spark the optimal development of infants, toddlers, and preschoolers. The children receive services in either one of our Early Learning Centers or in their home. The Division also operates several half-day preschools and a 0-5 early learning center situated throughout the local community and an early learning center. 6945632 Our Mental Health Services Program, which includes 24/7 crisis intervention, offers housing program participants, community based program participants, and other low income, high risk young women, children and families counseling, therapeutic rehabilitation, case management, intensive home-based services, intensive care coordination, psychiatric assessment, medication management support, parent education, and partnering services. 3124142 90014 Our Short Term Residential Therapeutic Program, which operates 24/7, offers pregnant and parenting girls ages 13 - 18 who are in the Los Angeles County foster care system or juvenile probation systems, and their children, safe education, school and vocational support, life skills training, health services, and comprehensive case management. Intensive mental health support is also provided including individual and group therapy, and support from therapeutic behavioral specialists, child and family specialists and therapists. 4052481 233075 Other program services offered consist of services from our Family Based Services Program and our Supportive Housing Program. Our Family Based Services Program offers distressed families a safety net of coordinated, comprehensive assistance to stabilize and strengthen families that have come to the attention of child protective services. Our Supportive Housing Program includes a transitional housing program which offers young women ages 18 to 23 who are exiting foster care or the juvenile probation system, and their children, up to three years of subsidized housing and a continuum of services to foster their stability and independence. The program also offers transitional housing placement services for young women and their families who have chosen to remain wards of the court past their 18th birthday, and permanent housing and case management to support homeless families. 4052481 233075 27183185 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 1 90 0 1 478 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 22 21 0 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X Lorna Little 2133812931 155 N Occidental Boulevard Los Angeles CA 90026 Lorna Little President & CEO 40.00 1.00 X X 344492 0 22772 Vito A Costanzo Chair/Board Member (trans 1/23) 1.00 X X 0 0 0 Bradford P Weirick Board Member/Chair (trans 1/23) 1.00 X X 0 0 0 Patrick Conn Board Member/Vice Chair (trans 1/23) 1.00 X X 0 0 0 Debbie Pattillo Secretary 1.00 X X 0 0 0 Brian W Matthews Treasurer 1.00 X X 0 0 0 Teri Aranguern Board Member 1.00 X 0 0 0 Tyrone Bland Board Member 1.00 X 0 0 0 Craig Darian Board Member 1.00 X 0 0 0 Rocky Delgadillo Board Member 1.00 X 0 0 0 Joyce Dinel Board Member 1.00 X 0 0 0 Beatrice M Girmala Board Member (end 11/22) 1.00 X 0 0 0 Terri Holoman Board Member 1.00 X 0 0 0 Janet W McGuirk Board Member 1.00 X 0 0 0 Shamir Moorer Board Member 1.00 X 0 0 0 Yansy Naranjo Board Member 1.00 1.00 X 0 0 0 Ana O' Brien Board Member 1.00 X 0 0 0 Terry Ogawa Board Member 1.00 X 0 0 0 Dale Pelch Board Member 1.00 X 0 0 0 Monica Sanjinez Board Member (start 1/23) 1.00 X 0 0 0 Ani Shabazian Board Member 1.00 X 0 0 0 Jamie Tierney Board Member 1.00 X 0 0 0 Ryan Trent Board Member 1.00 X 0 0 0 Alexandra Zandueta Chief Financial Officer 40.00 X 190375 0 17351 Amber Rivas Chief Operating Officer 40.00 X 205290 0 10153 Dana Nicole Valenzuela Chief Development Officer 40.00 X 155955 0 18135 Carmen Andreasen Chief Human Resources Officer 40.00 X 163490 0 16927 Daniele Vega VP of Community Base Programs 40.00 X 120321 0 13977 Anna Michelle Lopez V.P. of Early Childhood Education 40.00 X 123819 0 13934 Talesha Payne Vice President of Housing Programs 40.00 X 121842 0 15050 Catalina Catacutan Director of Finance 40.00 X 110893 0 14678 1536477 0 142977 11 0 1 0 Steven Fader Architects 541 N Gower Street Los Angeles CA 90004 Renovation planning 110560 1 825 27552109 1930355 189758 29483289 72465 72465 776679 156300 620379 620379 620379 0 825 0 0 Other income 900099 317805 317805 Catering services 445200 280130 280130 597935 30774068 0 0 1290779 1140234 1140234 912533 800992 84228 27313 17566745 15419514 1621439 525792 699075 613625 64526 20924 1311720 1151385 121074 39261 1346367 1181797 124272 40298 162621 162621 59815 59815 1624307 201292 1408288 14727 848618 690078 24023 134517 336500 256751 74030 5719 877661 747431 109924 20306 518780 452479 59936 6365 136404 88472 42179 5753 886085 516808 347193 22084 427058 350759 68294 8005 Equipment 1852456 1785897 61009 5550 Repairs & maintenance 995682 877920 107353 10409 Dues & subscriptions 331341 185104 119465 26772 Miscellaneous 323697 295447 12325 15925 473609 427200 37122 9287 32831308 27183185 4709116 939007 369651 4464386 1656748 284184 3474 3474 7238010 6135583 2779610 0 209341 295954 33617067 20155963 8549497 13461104 8380146 11385255 1742073 1249876 236781 3693061 31165331 40972877 7767723 10047157 609443 1995427 400000 4052470 0 6280794 8777166 22375848 X 15463677 11453876 6924488 7143153 22388165 18597029 31165331 40972877 X -2057240 74841 -1808737 X 0 1 X 1 1 1 X 25707722 26318501 15404627 36583430 29483289 133497569 25707722 26318501 15404627 36583430 29483289 133497569 133497569 803490 722819 309956 722148 849144 3407557 820174 772676 190492 167935 597935 2549212 139454338 0.95730 0.95450 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6460089 521797 307260 6674626 7375644 -609594 305961 6460089 5839904 1916262 380522 7375644 6632004 -637805 154295 5839904 6162096 729753 259845 6632004 1.00000 0 0 1524184 1524184 30731668 19221711 11509957 1091156 668415 422741 270059 265837 4222 13461104 Split interest agreements 226431 Gift annuities 14794 Right of use assets-finance lease 175514 Right of use assets-operating lease 3276322 3693061 Lease liabilities-operating lease 3556685 Deficit in THCC Ltd. 2724109 6280794 X Part V, Line 4: Interest at 5% is utilized to support program services as authorized by the Finance Committee of the Board of Directors. Part X, Line 2: St. Anne's is exempt from taxation under Internal Revenue Code Section 501(c)(3) and California Revenue and Taxation Code Section 23701(d). In addition, St. Anne's has been determined by the Internal Revenue Service and the Franchise Tax Board not to be a "private foundation" within the meaning of Section 509(a) of the Internal Revenue Code and Section 23709 of the Taxation Code. Generally accepted accounting principles provide accounting and disclosure guidance about positions taken by an organization in its tax returns that might be uncertain. Management has considered its tax positions and believes that all of the positions taken by St. Anne's in its federal and state exempt organization tax returns are more likely than not to be sustained upon examination. St. Anne's returns are subject to examination by federal and state taxing authorities, generally for three and four years, respectively, after they are filed. 1 Flex Funds 67 223375 ADL assistance payments 736 839385 Utilities, rent, and other necessary daily expenditures for a respectable living. Food and allowances 47 77474 Food and food allowances to provide the required nutrients for daily needs. Part I, Line 2: Assistance is provided on an as needed basis. X X X 0 0 0 0 0 0 0 0 0 Lorna Little President & CEO 344492 0 0 0 0 0 15015 0 7757 0 367264 0 0 0 Amber Rivas Chief Operating Officer 205290 0 0 0 0 0 6767 0 3386 0 215443 0 0 0 Alexandra Zandueta Chief Financial Officer 190375 0 0 0 0 0 10674 0 6677 0 207726 0 0 0 Carmen Andreasen Chief Human Resources Officer 163490 0 0 0 0 0 9809 0 7118 0 180417 0 0 0 Dana Nicole Valenzuela Chief Development Officer 155955 0 0 0 0 0 10649 0 7486 0 174090 0 0 0 X 13970 Market value X 1 16304 Market value X Personal items 4 30376 Market value X Baby items 9 4218 Market value X Gift cards 1 1295 Purchase value 0 0 0 Part I, Column (b): The number of contributions is based on the categories of goods collected. Form 990, Part III, Line 1, Description of Organization Mission: St. Anne's mission is working together to build safe, nurturing and resilient families - from pregnancy to parenthood and childhood to adulthood - for generations to come. Founded in 1908 as a safe refuge for unwed, pregnant young women, St. Anne's began focusing on pregnant and parenting girls from the foster care and juvenile probation systems and their young children in 1992. In 2003, St. Anne's started offering high-quality, comprehensive family services and mental health care to struggling families in our community. In 2005, St. Anne's opened the Transitional Housing Program for recently emancipated pregnant and parenting foster youth and launched our first Early Learning Center for their and other low-income children ages 0 to 5. St. Anne's added five more Early Learning Centers in 2014. Today, the organization is a highly regarded social service agency with particular expertise in meeting the needs of at-risk pregnant or parenting young women and their children. In 2018, St. Anne's opened permanent supportive housing for young women from our programs and other homeless families from the community. In 2023, St. Anne's served 1,105 low-income individuals, mostly women and children. All of our services are provided to those in need without regard to religious belief, ethnic or racial background. All of our services are provided to those in need without regard to religious belief, ethnic or racial background. Form 990, Part VI, Section A, line 7a Prospective Board Members are vetted by the Nominating and Governance Committee and then approved by St. Anne's existing Board and Corporate Members. Form 990, Part VI, Section A, line 7b All contracts and leases over $250,000 must be approved by the Board of Directors and the Corporate Members, the Felician Services, Inc. Form 990, Part VI, Section B, line 11b The Form 990 will be reviewed by the Governance and Audit Committee. The Chair of the Audit Committee will present the Form 990 tax return to the entire Board of Directors at the following meeting. Form 990, Part VI, Section B, line 12c Annually, each Board Member and Executive staff member completes a conflict of interest statement that is reviewed by the Governance and Audit Committee. The conflict of Interest Policy has procedures to follow if a conflict is determined. Form 990, Part VI, Section B, line 15 St. Anne's Executive Committee recommends to the Board of Directors the compensation for the CEO and CFO. The Committee has employed compensation consultants to assist with the recommendations. St. Anne's Human Resources Department utilizes salary surveys and contract funding guidelines to determine salary bands for St. Anne's employees. The goal is to compare salaries of St. Anne's employees with other non-profits in the industry. Form 990, Part VI, Section C, line 19 When requested, the governing documents, conflict of interest policy and financial statements are made available to the public. Annually, reports are provided to donors and governmental agencies. Form 990, Part XI, line 9: Pension-related changes other than net periodic pension cost 504,574. Contract settlement 8,495. Change in value of split-interest agreement 4,422. Restatement of Disregarded Entities -2,326,228. St Anne's Beverly Terrace LLC 155 N Occidental Blvd Los Angeles CA 90026 951691306 Build and maintain permanent affordable supportive housing units CA 0 1359248 St Anne's Family Services St Anne's Bogen Family Center LLC 155 N Occidental Blvd Los Angeles CA 90026 Provides age-appropriate early educational services to young children CA 0 -3501296 St Anne's Family Services St Anne's Foundation 155 North Occidental Blvd Los Angeles CA 90026 951691305 Fundraising CA 501(c)3 Line 11A, I St Anne's Family Services 0 Felician Services Inc 3800 W Peterson Ave Chicago IL 60659 363685438 Sole corporate member of non-profit religious sponsored entities IL 501(c)3 Line 1 Congregation of the Sisters of St Felix of Cantalice 0 Felician Sisters of North America 871 Mercer Rd Beaver Falls PA 15010 271282473 Religious Congregation IL 501(c)3 Line 1 N/A 0 St Anne's Transitional Housing and Childcare Center LP 151 N Occidental Blvd Los Angeles CA 90026 200618727 Development of a forty-unit transitional housing apartment complex and early CA St Anne's Bogen Family Center LLC Related 482415 -3088187 0 1 0.00010 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 St Anne's Foundation C 623464 Cost