2026-03-18T11:11:03-05:00 2025-06-30 954557617 Harrington Group CPAs LLP 2698 Mataro Street Pasadena CA 91107 990 2024-07-01 951691306 St Anne's Family Services STAN 2133812931 155 North Occidental Blvd Los Angeles CA 900264641 Lorna Little CEO 2133812931 2026-03-18 1 1 Carlos A Davis P02037008 6264036801 2024 2025-03-06 01:10:19Z Lorna Little 45690840 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. 21 20 421 518 0 0 35346667 43943479 0 0 332892 311266 1054086 1015396 36733645 45270141 1951129 2115093 0 0 24154040 25422870 0 0 1126171 12466215 12882236 38571384 40420199 -1837739 4849942 33684617 37059651 15355260 12509532 18329357 24550119 X See Schedule O 0 0 17370994 803155 Our Early Childhood Education Division plays a vital role in supporting young children's growth and development through comprehensive, fully subsidized child development services. These programs provide high-quality early learning experiences that promote school readiness and holistic development for infants, toddlers, and preschoolers. Children receive services in nurturing environments that best suit their needs-whether in one of the schools or through the Family Education programs. The division also operates several full-day preschool classrooms and a 0-5 child development centers, ensuring accessible, high-quality early education opportunities throughout the local community. 7923484 68486 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. 3798105 232514 Our Short Term Residential Therapeutic Program serves current foster and probation youth ages 13-18 who are pregnant and or expecting. With 24/7 supervision and operations, our program provides educational and vocational support, life skills training, health services, and comprehensive case management. Intensive mental health services are also provided including individual and group therapy, therapeutic behavioral services, rendered by an interdisciplinary team of therapists, child and family specialists, and mental health rehabilitation specialists. 5170132 1448327 Transitional Housing and Childcare Program (THCC) was launched in 2004, the THCC program includes a 40-unit transitional housing complex and on-site early learning center. Services there provide up to three years of subsidized housing, childcare, and supportive services for young mothers and their children transitioning from STRTP or referred through the Coordinated Entry System (CES). This includes access to an on-site Early Learning Center. Pursuant to a Purchase Option and Right of First Refusal Agreement, St. Anne's Family Services exercised its option to purchase this property on December 12, 2019.Since January 14, 2018, St. Anne's has operated Beverly Terrace, a permanent supportive housing community with 39 federally subsidized one- and two-bedroom units in Los Angeles. A portion of the property is dedicated to an Early Learning Center. Tenants receive a range of supportive services, including voluntary case management, workshops, mentorship, classes, and access to the on-site S. Mark Taper Early Learning Center for children ages 0-5.Family Based Services: i. Workforce development:SAFS provides workforce development services to support parents and caregivers in obtaining and retaining employment and improving economic stability. Services include employment readiness support, job search assistance, career coaching, referrals to training or education, and coordination with supportive services to reduce barriers to employment.ii. Wraparound Services: SAFS delivers wraparound services that address the comprehensive needs of children and families through coordinated, family-centered support. Services include case management, benefits navigation, housing stability assistance, mental health referrals, and linkage to community resources to promote safety, stability, and self-sufficiency.iii. Full-Service Partnership: SAFS operates full-service partnerships providing intensive, coordinated services for children, adults, and families with complex needs. These services include individualized service planning, frequent engagement, cross-system coordination, and ongoing support designed to promote stability, well-being, and long-term positive outcomes. 5170132 1448327 34262715 1 1 0 0 0 0 0 0 0 1 1 0 0 0 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 1 141 0 1 421 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 21 20 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 Bradford P Weirick Chair 1.00 X X 0 0 0 Patrick Conn Vice Chair 1.00 X X 0 0 0 Debbie Pattillo Secretary 1.00 X X 0 0 0 Brian W Matthews Chair of Finance Committee 1.00 X X 0 0 0 Bridget Armstrong Board Member 1.00 X 0 0 0 Christy Bosse Board Member 1.00 X 0 0 0 Craig Darian Board Member 1.00 X 0 0 0 Rocky Delgadillo Board Member (end 10/24) 1.00 X 0 0 0 Joyce Dinel Board Member 1.00 X 0 0 0 Terri Holoman Board Member 1.00 X 0 0 0 Sheriden Mansfeld Board Member 1.00 X 0 0 0 Shamir Moorer Board Member 1.00 X 0 0 0 Yansy Naranjo Board Member (end 12/24) 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 Kurt E Rieck Board Member (start 1/25) 1.00 X 0 0 0 Monica Sanjinez Board Member 1.00 X 0 0 0 Kathryn Shirley Board Member (start 1/25) 1.00 X 0 0 0 Ryan Trent Board Member 1.00 X 0 0 0 Elena White Board Member (start 1/25) 1.00 X 0 0 0 Ashley Wright Board Member (start 1/25) 1.00 X 0 0 0 Lorna Little President & CEO 40.00 1.00 X X 433143 0 26146 Alexandra Zandueta Chief Financial Officer 40.00 X 244033 0 26955 Regina Peck-Sobolewski Chief Programs Officer 40.00 X 188386 0 23412 Dana Nicole Valenzuela Chief Development Officer 40.00 X 185923 0 21886 Carmen Andreasen Chief Administrative Officer 40.00 X 202544 0 20862 Edgar Serrano Dir. of Information Technology 40.00 X 161105 0 10797 Anna Michelle Lopez VP of Early Childhood Educucation 40.00 X 146125 0 13855 Daniele Vega VP of Community Programs 40.00 X 151345 0 11187 Catalina Catacutan Director of Finance 40.00 X 142439 0 19047 1855043 0 174147 22 0 1 0 Insight Global LLc 6080 Center Dr W 9th Floor Los Angeles CA 90045 Staffing agency 865584 1 2800 1686082 40732634 1521963 237488 43943479 311266 311266 559483 246368 313115 313115 313115 174331 2800 174331 0 Catering services 445200 611602 611602 Other income 900099 90679 90679 702281 45270141 0 0 1326662 X 2115093 2115093 1213952 1030024 147306 36622 20788964 17639188 2522631 627145 97900 83067 11880 2953 1771055 1502719 214908 53428 1550999 1316004 188206 46789 52656 52656 70174 70174 4482149 3380338 1077874 23937 152549 86529 34712 31308 95498 70288 24966 244 929337 787155 120683 21499 792889 684894 45144 62851 374730 330185 41250 3295 557611 458614 78286 20711 371454 334784 29468 7202 Equipment 1427144 1402350 23927 867 Repairs & maintenance 1020286 872554 54902 92830 Minor equipment 795615 775487 18671 1457 Miscellaneous 410627 382422 27977 228 1349517 1011020 245692 92805 40420199 34262715 5031313 1126171 3232170 2284903 0 0 5906268 10576334 2779610 2779610 238542 575396 22938127 16149637 7346101 6788490 10943011 11367411 1249854 1249824 1989061 1437683 33684617 37059651 7787641 5237069 1504096 1190254 400000 400000 5663523 5682209 15355260 12509532 X 10585899 16716620 7743458 7833499 18329357 24550119 33684617 37059651 X 4849942 511943 858877 X 0 1 X 1 1 1 X 15404627 36583430 29483289 35346667 43943479 160761492 15404627 36583430 29483289 35346667 43943479 160761492 160761492 309956 722148 849144 1104483 870749 3856480 190492 167935 597935 482592 702281 2141235 166759207 0.96400 0.96030 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7090662 529292 296220 7323734 6674626 721259 305223 7090662 6460089 521797 307260 6674626 7375644 -609594 305961 6460089 5839904 1916262 380522 7375644 1.00000 0 0 1524184 1524184 20461575 15197269 5264306 682309 682309 0 270059 270059 0 6788490 Lease liabilities-operating lease 1269916 Deficit in THCC Ltd. 4371824 Due to affiliate 30881 Lease liabilities-finance lease 9588 5682209 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 576 752309 ADL assistance payments 842 1050162 Utilities, rent, and other necessary daily expenditures for a respectable living. Food and allowances 82 312622 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 433143 0 0 0 0 0 16684 0 9462 0 459289 0 0 0 Alexandra Zandueta Chief Financial Officer 244033 0 0 0 0 0 16474 0 10481 0 270988 0 0 0 Carmen Andreasen Chief Administrative Officer 202544 0 0 0 0 0 11247 0 9615 0 223406 0 0 0 Regina Peck-Sobolewski Chief Programs Officer 188386 0 0 0 0 0 12407 0 11005 0 211798 0 0 0 Dana Nicole Valenzuela Chief Development Officer 185923 0 0 0 0 0 11778 0 10108 0 207809 0 0 0 Edgar Serrano Dir. of Information Technology 161105 0 0 0 0 0 9778 0 1019 0 171902 0 0 0 Daniele Vega VP of Community Programs 151345 0 0 0 0 0 3378 0 7809 0 162532 0 0 0 Catalina Catacutan Director of Finance 142439 0 0 0 0 0 9055 0 9992 0 161486 0 0 0 Anna Michelle Lopez VP of Early Childhood Educucation 146125 0 0 0 0 0 6056 0 7799 0 159980 0 0 0 X 35106 Market value X Personal items 40 112004 Market value X Gift cards 50 53667 Purchase value X Baby items 16 28711 Market value X Furniture & electronics 2 8000 Market 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 2024, 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 The Board of Directors and the Corporate Members, the Felician Services, Inc. approves operating or capital expenditure in excess of Two Hundred Fifty Thousand Dollars ($250,000.00) not included in an annual operating or capital budget previously approved. 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 or key member will distribute the Form 990 tax return to the Board of Directors. 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. The Committee has employed compensation consultants and reviewed industry-wide surveys 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 IX, line 11g Professional fees & svcs: Program service expenses 3,251,788. Management and general expenses 1,031,767. Fundraising expenses 23,937. Total expenses 4,307,492. Payroll processing: Program service expenses 128,550. Management and general expenses 46,107. Total expenses 174,657. Form 990, Part XI, line 9: Pension-related changes other than net periodic pension cost 1,128,942. Contract settlement 30,569. Change in value of split-interest agreement 33,363. Disregarded entities net eliminations -333,997. St Anne's Beverly Terrace LLC 155 N Occidental Blvd Los Angeles CA 90026 951691306 Build and maintain permanent affordable supportive housing units CA 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 -4402705 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 CA St Anne's Bogen Family Center LLC Related 587032 -3989590 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 1686082 Cost