2024-06-10T17:44:54-05:00 2023-07-31 410746749 CLIFTONLARSONALLEN LLP 2210 EAST ROUTE 66 GLENDORA CA 91740 990 2022-08-01 951878859 SANTA TERESITA INC SANT 6262891353 819 BUENA VISTA STREET DUARTE CA 91010 SISTER MARIE ESTELLE KLEIN PRESIDENT 6262891353 2024-06-06 1 SISTER MARIE ESTELLE KLEIN 999009999 0 LISA N RYSSEL CPA P00643670 6267933600 2024-06-06 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z SISTER MARIE ESTELLE KLEI 819 BUENA VISTA STREET DUARTE CA 91010 9790052 0 X WWW.SANTA-TERESITA.ORG X 1955 CA OFFERING A CONTINUUM OF CARE FOR SENIORS THAT INCLUDES ASSISTED LIVING AND SKILLED NURSING 3 3 160 55 0 0 1869515 4120562 9400456 4677061 7033 -2784904 -83405 -212134 11193599 5800585 0 0 0 0 6709765 5025117 0 0 10210 5994971 4568470 12704736 9593587 -1511137 -3793002 31404849 26608116 1590691 588865 29814158 26019251 X SANTA TERESITA IS "AT THE SERVICE OF THE FAMILY FOR LIFE," SURROUNDING OUR CHERISHED SENIORS WITH PROFESSIONAL NURSING, REHABILITATIVE AND CARE-GIVING SUPPORT WHILE AT THE SAME TIME EMPOWERING THEIR LIVES WITH VIBRANCY, PURPOSE AND FULFILLMENT. 1 0 5379359 2583204 SKILLED NURSING SERVICES THE MANOR AT SANTA TERESITA IS A 24-HOUR SKILLED NURSING CENTER THAT SPECIALIZES IN NURSING AND REHABILITATION SERVICES FOR SENIORS. THE CARMELITE SISTERS, TOGETHER WITH A DEVOTED NURSING AND REHABILITATION STAFF, ARE COMMITTED TO PROVIDING THE HIGHEST QUALITY OF INDIVIDUALIZED CARE FOR EACH PERSON. THE CARMELITE SISTERS AND THE STAFF PROVIDE QUALITY CARE FOR RESIDENTS WITH COMPASSION, RESPECT AND DIGNITY. THIS IS STRENGTHENED BY OUR PRO-LIFE COMMITMENT TO WITNESS THE DIGNITY OF ALL HUMAN BEINGS AND BY OUR RECOGNITION OF RESIDENTS' RICHNESS OF WISDOM AND EXPERIENCE OF THEIR YEARS. 3079471 2093857 ASSISTED LIVING SERVICES - GOOD SHEPHERD COTTAGE AND CRISTO REY COTTAGE ASSISTED LIVING SERVICES AT SANTA TERESITA PROVIDE ASSISTANCE AND CARE FOR OUR CHERISHED ELDERS WHO MAY NEED ASSISTANCE WITH ACTIVITIES OF DAILY LIVING. THE FIRST COTTAGE OF OUR DEVELOPING NEIGHBORHOOD OF CARE IS LOCATED ON 12 ACRES OF BEAUTIFULLY LANDSCAPED GROUNDS NESTLED IN THE FOOTHILLS OF THE MAJESTIC SAN GABRIEL MOUNTAINS. SENIOR LIVING AT THE GOOD SHEPHARD COTTAGE AT SANTA TERESITA FEATURES A COTTAGE-LIKE HOME, BUILT IN THE "CRAFTMAN STYLE " OF ARCHITECTS CHARLES AND HENRY GREEN WHO DESIGNED COUNTLESS OF THEIR TRADEMARK CRAFTMAN STYLE HOMES IN NEARBY PASADENA, WHICH RECEIVED THE LEED SILVER AWARD BASED ON THE STANDARDS SET FORTH BY THE U.S. GREEN BUILDING COUNCIL. 8458830 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 28 0 1 160 1 0 0 0 0 0 0 0 0 0 0 0 0 X 3 3 0 0 0 0 1 1 1 1 0 0 0 1 1 1 1 1 1 0 0 0 CA X GLENN FORTICH 6262891353 931 BUENA VISTA STREET SUITE 402 DUARTE CA 91010 X SISTER MARIE ESTELLE KLEIN PRESIDENT 40.00 X X 0 0 0 SISTER GIANNA HEINEMANN SECRETARY 2.00 X X 0 0 0 SISTER TERESA MORLOK TREASURER 2.00 X X 0 0 0 RASHELL D MYERS DIRECTOR OF NURSING 40.00 X 128501 0 0 JOHN FRANKLIN EMPLOYEE 40.00 X 180646 0 0 309147 0 0 2 0 1 0 MARCUS KO LEE SEVILLA 18780 E AMAR RD SUITE 202 WALNUT CA 91789 REGISTRY-CNA 209894 POWERBACK REHAB PO BOX 821322 PHILADELPHIA PA 19182 REHAB SERVICES 173617 2 369386 3282844 468332 4120562 SKILLED NURSING 623000 2583204 2583204 ASSISTED LIVING 623000 2093857 2093857 4677061 4286 4286 917276 1140983 -223707 -223707 -223707 2789190 -2789190 -2789190 -2789190 0 369386 59294 -59294 -59294 MISCELLANEOUS 900099 70867 70867 70867 5800585 4677061 0 -2997038 X 3345672 3260237 83328 2107 64756 63102 1613 41 1145120 1115803 28594 723 469569 457578 11695 296 540690 504412 36278 26784 20935 5840 9 1006991 734157 272431 403 788329 597268 191061 1115890 779181 336709 219970 171894 48076 TAXES AND LICENSES 467671 443124 24547 SUPPLIES 286595 257037 22927 6631 MISCELLANEOUS 58073 27049 31024 LEASES AND RENTALS 57415 26991 30424 62 62 9593587 8458830 1124547 10210 1313392 1506171 351750 295716 120271 105227 637827 38302 98079 92100 57633281 33065157 28704260 24568124 161008 18262 2476 31404849 26608116 1128531 393688 281247 33460 16733 609 164180 161108 1590691 588865 X 29183354 25442993 630804 576258 29814158 26019251 31404849 26608116 -3793002 -1905 0 X X 0 1 X 1 0 X 13431250 17099964 2664815 1866595 4120562 39183186 13431250 17099964 2664815 1866595 4120562 39183186 39183186 915140 1056376 1062854 946872 921562 4902804 199875 237654 23945 125225 70867 657566 44743556 39052740 0.87570 0.86770 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: QUALITY INCENTIVES AND OTHER REVENUE - 2018 AMOUNT: $ 199,875. 2019 AMOUNT: $ 237,654. 2020 AMOUNT: $ 23,945. 2021 AMOUNT: $ 125,225. 2022 AMOUNT: $ 70,867. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 1804922 1804922 52763443 30330539 22432904 2928537 2734618 193919 136379 136379 24568124 DUE TO AFFILIATES 91204 SECURITY DEPOSITS 69904 161108 X 6939663 -1905 -1905 6941568 -1140983 -1140983 5800585 10734570 1140983 1140983 9593587 0 9593587 PART IV, LINE 2B: THE ORGANIZATION MAINTAINS A RESTRICTED BANK ACCOUNT IN TRUST FOR ITS RESIDENTS. PART X, LINE 2: THE INTERNAL REVENUE SERVICE HAS RULED THAT THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IN ADDITION, NO TAX PROVISION IS REFLECTED IN THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: UNREALIZED GAIN/LOSS -1,905. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSE -1,140,983. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSE 1,140,983. GALA 317100 317100 5430 43573 7847 SPRING APPEAL 43985 43985 1487 1 8301 8301 957 369386 369386 5430 43573 10291 59294 -59294 0 0 0 0 0 0 0 0 0 JOHN FRANKLIN EMPLOYEE 180646 0 0 0 0 0 0 0 0 0 180646 0 0 0 FORM 990, PART III, LINE 2 DURING 2023, AFTER A FULL STUDY AND DISCERNMENT OF THE SKILLED NURSING SERVICES PROVIDED AT SANTA TERESITA MANOR SKILLED NURSING FACILITY AND HAVING RECEIVED CONFIRMATION OF APPROVAL BY THE APPROPRIATE REGULATORY AGENCIES, THE CARMELITE SISTERS OF THE MOST SACRED HEART OF LOS ANGELES CLOSED THE SKILLED NURSING FACILITY, THE MANOR. FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER OF SANTA TERESITA, INC. IS MOUNT CARMEL HEALTH MINISTRIES, INC., A CALIFORNIA NONPROFIT PUBLIC BENEFIT RELIGIOUS CORPORATION. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS HAVE THE POWER TO APPOINT NEW MEMBERS OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B ALL OF THE BUSINESS AND AFFAIRS OF THE CORPORATION ARE MANAGED AND CONTROLLED BY THE BOARD OF DIRECTORS, EXCEPT THAT CERTAIN POWERS ARE RESERVED TO THE MEMBER. AS DEFINED IN THE BYLAWS, THE POWERS RESERVED TO THE MEMBER MAY BE INITIATED AND EXERCISED BY THE MEMBER OR, IF INITIATED BY THE BOARD OF DIRECTORS OF THE CORPORATION MUST BE SUBMITTED TO AND RECEIVE THE APPROVAL OF THE MEMBER, AND THE ACTION OF THE MEMBER ON SUCH MATTERS SHALL BE FINAL. FORM 990, PART VI, SECTION A, LINE 8B THERE WERE NO COMMITTEES AUTHORIZED TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE ADMINISTRATOR AND BOARD OF DIRECTORS REVIEW THE 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS SUCH PERSON: A. HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, B. HAS READ AND UNDERSTANDS THE POLICY, C. HAS AGREED TO COMPLY WITH THE POLICY, AND D. UNDERSTANDS THE ORGANIZATION IS CHARITABLE AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION DOES NOT HAVE A CEO OR EXECUTIVE DIRECTOR. ALL THE OFFICERS AND THE MAJORITY OF KEY PERSONNEL ARE RELIGIOUS PERSONNEL WHO DO NOT RECEIVE COMPENSATION. HOWEVER, FOR NON-RELIGIOUS KEY PERSONNEL, A SALARY SURVEY IS CONDUCTED AND ARE PAID COMPARABLE TO THE PREVAILING WAGE IN THE HEALTHCARE INDUSTRY. A SALARY COMPARISON TO THE SURROUNDING MARKET IS COMPLETED BY THE HUMAN RESOURCES DEPARTMENT PRIOR TO THE HIRING OF ANY KEY PERSONNEL. ALL PERSONNEL GO THROUGH A THREE-PART INTERVIEW PROCESS WITH THREE INDEPENDENT PERSONS WITHIN THE ORGANIZATION. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G THERAPY: PROGRAM SERVICE EXPENSES 43,080. MANAGEMENT AND GENERAL EXPENSES 12,018. FUNDRAISING EXPENSES 18. TOTAL EXPENSES 55,116. REPAIRS & MAINTENANCE FEES: PROGRAM SERVICE EXPENSES 93,017. MANAGEMENT AND GENERAL EXPENSES 50,471. FUNDRAISING EXPENSES 75. TOTAL EXPENSES 143,563. SECURITY: PROGRAM SERVICE EXPENSES 144,819. MANAGEMENT AND GENERAL EXPENSES 50,011. FUNDRAISING EXPENSES 74. TOTAL EXPENSES 194,904. OTHER: PROGRAM SERVICE EXPENSES 453,241. MANAGEMENT AND GENERAL EXPENSES 159,931. FUNDRAISING EXPENSES 236. TOTAL EXPENSES 613,408. FORM 990, PART XII, LINE 2C: THE BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM PRIOR YEAR. SACRED HEART RETREAT HOUSE INC 920 E ALHAMBRA ROAD ALHAMBRA CA 91801 113835568 SPIRITUAL AND EDUCATIONAL RESOURCE CENTERS CA 501(C)(3) LINE 10 FLOS CARMELI FORMATION CENTERS INC 0 MOUNT CARMEL IN THE DESERT INC 920 E ALHAMBRA ROAD ALHAMBRA CA 91801 113835561 OPERATE CHILDCARE, SCHOOLS AND RELIGIOUS EDUCATION CA 501(C)(3) LINE 2 CARMELITE SISTERS OF THE MOST SACRED HEART 0 MOUNT CARMEL HEALTH MINISTRIES INC 819 BUENA VISTA STREET DUARTE CA 91010 113835563 RELIGIOUS CA 501(C)(3) LINE 1 CARMELITE SISTERS OF THE MOST SACRED HEART 0 MARYCREST MANOR 10664 ST JAMES DRIVE CULVER CITY CA 90230 951708771 NURSING HOME CA 501(C)(3) LINE 7 MOUNT CARMEL HEALTH MINISTRIES INC 0 LITTLE FLOWER CENTER 920 E ALHAMBRA ROAD ALHAMBRA CA 91801 956122864 CHILDCARE CA 501(C)(3) LINE 2 FLOS CARMELI FORMATION CENTERS INC 0 FLOS CARMELI FORMATION CENTERS INC 920 E ALHAMBRA ROAD ALHAMBRA CA 91801 113835566 OPERATE CHILDCARE, SCHOOLS AND RELIGIOUS EDUCATION CA 501(C)(3) LINE 12C, III-FI CARMELITE SISTERS OF THE MOST SACRED HEART 0 CARMELITE SISTERS OF THE MOST SACRED HEART OF MONROVIA INC 1210 ROYAL OAKS DRIVE DUARTE CA 91010 753253412 RELIGIOUS CA 501(C)(3) LINE 1 CARMELITE SISTERS OF THE MOST SACRED HEART 0 CARMELITE SISTERS OF THE MOST SACRED HEART OF LOS ANGELES INC 920 E ALHAMBRA ROAD ALHAMBRA CA 91801 952564138 RELIGIOUS ORDER CA 501(C)(3) LINE 1 N/A 0 CARMELITE SISTERS FOUNDATION INC 920 E ALHAMBRA ROAD ALHAMBRA CA 91801 392075616 RELIGIOUS CA 501(C)(3) LINE 12A, I CARMELITE SISTERS OF THE MOST SACRED HEART 0 CARMELITE SISTERS OF THE MOST SACRED HEART OF LOS ANGELES EDUCATION INC 920 E ALHAMBRA ROAD ALHAMBRA CA 91801 392075615 OPERATE CHILDCARE, SCHOOLS AND RELIGIOUS EDUCATION CA 501(C)(3) LINE 2 FLOS CARMELI FORMATION CENTERS INC 0 AVILA GARDENS INC 1171 ENCANTO PARKWAY DUARTE CA 91001 300468751 INDEPENDENT LIVING FACILITY CA 501(C)(3) LINE 10 MOUNT CARMEL HEALTH MINISTRIES INC 0 0 0 1 1 1 0 0 0 0 1 0 0 1 0 0 1 0 0 0