2025-03-18T16:32:01-05:00 2024-06-30 954557617 Harrington Group CPAs LLP 2698 Mataro Street Pasadena CA 91107 990 2023-07-01 951691306 St Anne's Family Services STAN 2133812931 155 North Occidental Blvd Los Angeles CA 900264641 Lorna Little CEO 2133812931 2025-03-18 1 0 Carlos A Davis P02037008 6264036801 2023 2025-03-06 01:10:19Z Lorna Little 155 North Occidental Blvd Los Angeles CA 900264641 37190503 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. 19 18 404 458 0 0 29483289 35346667 0 0 72465 332892 1218314 1054086 30774068 36733645 1140234 1951129 0 0 21836440 24154040 0 0 1009685 9854634 12466215 32831308 38571384 -2057240 -1837739 40972877 33684617 22375848 15355260 18597029 18329357 X See Schedule O 0 0 17254673 899514 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. 6801459 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. 4782282 97592 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. 4314761 954023 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. 4314761 954023 33153175 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 91 0 1 404 1 0 0 0 0 0 1 1 0 1 1 0 0 0 X 19 18 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 Teri Aranguern Board Member (end 6/23) 1.00 X 0 0 0 Bridget Armstrong Board Member 1.00 X 0 0 0 Tyrone Bland Board Member (end 1/24) 1.00 X 0 0 0 Christy Bosse Board Member (start 10/23) 1.00 X 0 0 0 Vito A Costanzo Board Member (end 10/23) 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 Terri Holoman Board Member 1.00 X 0 0 0 Sheriden Mansfeld Board Member (start 10/23) 1.00 X 0 0 0 Janet W McGuirk Board Member (end 6/23) 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 1.00 X 0 0 0 Ani Shabazian Board Member (end 8/23) 1.00 X 0 0 0 Ryan Trent Board Member 1.00 X 0 0 0 Lorna Little President & CEO 40.00 1.00 X X 393585 0 24110 Alexandra Zandueta Chief Financial Officer 40.00 X 219055 0 22997 Dana Nicole Valenzuela Chief Development Officer 40.00 X 179169 0 20332 Carmen Andreasen Chief Human Resources Officer 40.00 X 192652 0 20454 Catalina Catacutan Director of Finance 40.00 X 133483 0 18106 Edgar Serrano Dir. of Information Technology 40.00 X 152292 0 10716 Anna Michelle Lopez VP of Early Childhood Education 40.00 X 140905 0 16134 Daniele Vega VP of Community Programs 40.00 X 140754 0 16431 1551895 0 149280 8 0 1 0 Chalmers Construction Services Inc 351 S Hudson Ave Pasadena CA 91107 Renovation planning 2351685 LA Networks 12430 Ventura Blvd Studio City CA 91604 Information technology 797045 2 125206 592639 32702687 1926135 184323 35346667 332892 332892 771591 200097 571494 571494 571494 256761 125206 256761 0 Catering services 445200 482194 482194 Other income 900099 398 398 482592 36733645 0 0 1386978 1951129 1951129 915591 781196 105666 28729 19253951 16427763 2222053 604135 732669 625124 84556 22989 1757734 1499725 202856 55153 1494095 1274784 172430 46881 374109 374109 65315 65315 2071676 2016828 51030 3818 231666 70618 43573 117475 49872 36106 13698 68 871853 755944 95828 20081 741505 704702 33612 3191 191429 133224 55124 3081 866694 479877 364465 22352 374893 361001 5485 8407 Repairs & maintenance 2921768 2820638 91525 9605 Minor equipment 1409425 1352931 47493 9001 Equipment 1176003 1151394 23697 912 Client supplies & food 357554 257216 100338 762453 452975 255671 53807 38571384 33153175 4408524 1009685 4464386 3232170 284184 0 3474 0 6135583 5906268 2779610 295954 238542 22938127 15592026 13461104 7346101 11385255 10943011 1249876 1249854 3693061 1989061 40972877 33684617 10047157 7787641 1995427 1504096 4052470 400000 6280794 5663523 22375848 15355260 X 11453876 10585899 7143153 7743458 18597029 18329357 40972877 33684617 X -1837739 260055 1310012 X 0 1 X 1 1 1 X 26318501 15404627 36583430 29483289 35346667 143136514 26318501 15404627 36583430 29483289 35346667 143136514 143136514 722819 309956 722148 849144 1104483 3708550 772676 190492 167935 597935 482592 2211630 149056694 0.96030 0.95730 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6674626 721259 305223 7090662 6460089 521797 307260 6674626 7375644 -609594 305961 6460089 5839904 1916262 380522 7375644 6632004 -637805 154295 5839904 1.00000 0 0 1524184 1524184 20461575 14478782 5982793 682309 681020 1289 270059 432224 -162165 7346101 Split interest agreements 239138 Gift annuities 14825 Right of use assets-finance lease 86971 Right of use assets-operating lease 1648127 1989061 Lease liabilities-operating lease 1713169 Deficit in THCC Ltd. 3826733 Due to affiliate 34634 Lease liabilities-finance lease 88987 5663523 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 283 403276 ADL assistance payments 632 1394754 Utilities, rent, and other necessary daily expenditures for a respectable living. Food and allowances 32 153099 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 393585 0 0 0 0 0 15548 0 8562 0 417695 0 0 0 Alexandra Zandueta Chief Financial Officer 219055 0 0 0 0 0 14091 0 8906 0 242052 0 0 0 Carmen Andreasen Chief Human Resources Officer 192652 0 0 0 0 0 12164 0 8290 0 213106 0 0 0 Dana Nicole Valenzuela Chief Development Officer 179169 0 0 0 0 0 11242 0 9090 0 199501 0 0 0 Edgar Serrano Dir. of Information Technology 152292 0 0 0 0 0 9383 0 1333 0 163008 0 0 0 Daniele Vega VP of Community Programs 140754 0 0 0 0 0 8975 0 7456 0 157185 0 0 0 Anna Michelle Lopez VP of Early Childhood Education 140905 0 0 0 0 0 8691 0 7443 0 157039 0 0 0 Catalina Catacutan Director of Finance 133483 0 0 0 0 0 9352 0 8754 0 151589 0 0 0 X 20778 Market value X Market value X Personal items 36 74892 Market value X Gift cards 45 66880 Purchase value X Furniture & electronics 3 15500 Market value X Baby items 21 6273 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 XI, line 9: Pension-related changes other than net periodic pension cost 261,971. Contract settlement -42,179. Change in value of split-interest agreement 12,707. Disregarded entities net eliminations 1,077,513. St Anne's Beverly Terrace LLC 155 N Occidental Blvd Los Angeles CA 90026 951691306 Build and maintain permanent affordable supportive housing units CA 1359226 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 -3861367 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 569096 -3444444 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 592639 Cost