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Nonprofiteer
← ST ANNES FAMILY SERVICES

Form 990 for tax year 2024

Filed by ST ANNES FAMILY SERVICES.

Totals

Total revenue
$45,270,141
Total expenses
$40,420,199
Contributions and grants received
$43,943,479
Grants paid
$2,115,093
Program service revenue
$0
Investment income
$311,266
Other revenue
$1,015,396
Total assets, end of year
$37,059,651
Total liabilities, end of year
$12,509,532
Net assets or fund balances, end of year
$24,550,119
Program services expenses (Part IX)
$34,262,715
Management and general expenses
$5,031,313
Fundraising expenses
$1,126,171
Program service expenses (Part III)
$34,262,715

Program services were 84.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $2,800

  • 1d · Related organizations

    $1,686,082

  • 1e · Government grants (contributions)

    $40,732,634

  • 1f · All other contributions, gifts and grants

    $1,521,963

  • 1g · Noncash contributions included above

    $237,488

  • 3 · Investment income

    total $311,266 · excluded $311,266

  • 6a · Gross rents

    real property $559,483

  • 6b · Less rental expenses

    real property $246,368

  • 6c · Rental income or loss

    real property $313,115

  • 6d · Net rental income or loss

    total $313,115 · excluded $313,115

  • 8a · Fundraising events: gross income

    $174,331

  • 8a · Fundraising events: contributions included on line 1c

    $2,800

  • 8b · Fundraising events: direct expenses

    $174,331

  • 8c · Net income from fundraising events

    total $0

  • 11a · Other revenue: Catering services

    total $611,602 · excluded $611,602

  • 11b · Other revenue: Other income

    total $90,679 · excluded $90,679

  • 11e · Other revenue, total

    $702,281

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $2,115,093 · program services $2,115,093

  • 5 · Compensation of officers, directors and key employees

    total $1,213,952 · program services $1,030,024 · management and general $147,306 · fundraising $36,622

  • 7 · Other salaries and wages

    total $20,788,964 · program services $17,639,188 · management and general $2,522,631 · fundraising $627,145

  • 8 · Pension plan contributions

    total $97,900 · program services $83,067 · management and general $11,880 · fundraising $2,953

  • 9 · Other employee benefits

    total $1,771,055 · program services $1,502,719 · management and general $214,908 · fundraising $53,428

  • 10 · Payroll taxes

    total $1,550,999 · program services $1,316,004 · management and general $188,206 · fundraising $46,789

  • 11b · Fees: legal

    total $52,656 · management and general $52,656

  • 11c · Fees: accounting

    total $70,174 · management and general $70,174

  • 11g · Fees: other

    total $4,482,149 · program services $3,380,338 · management and general $1,077,874 · fundraising $23,937

  • 13 · Office expenses

    total $152,549 · program services $86,529 · management and general $34,712 · fundraising $31,308

  • 14 · Information technology

    total $95,498 · program services $70,288 · management and general $24,966 · fundraising $244

  • 16 · Occupancy

    total $929,337 · program services $787,155 · management and general $120,683 · fundraising $21,499

  • 17 · Travel

    total $792,889 · program services $684,894 · management and general $45,144 · fundraising $62,851

  • 19 · Conferences, conventions and meetings

    total $374,730 · program services $330,185 · management and general $41,250 · fundraising $3,295

  • 22 · Depreciation, depletion and amortization

    total $557,611 · program services $458,614 · management and general $78,286 · fundraising $20,711

  • 23 · Insurance

    total $371,454 · program services $334,784 · management and general $29,468 · fundraising $7,202

  • 24a · Other expenses: Equipment

    total $1,427,144 · program services $1,402,350 · management and general $23,927 · fundraising $867

  • 24b · Other expenses: Repairs & maintenance

    total $1,020,286 · program services $872,554 · management and general $54,902 · fundraising $92,830

  • 24c · Other expenses: Minor equipment

    total $795,615 · program services $775,487 · management and general $18,671 · fundraising $1,457

  • 24d · Other expenses: Miscellaneous

    total $410,627 · program services $382,422 · management and general $27,977 · fundraising $228

  • 24e · All other expenses

    total $1,349,517 · program services $1,011,020 · management and general $245,692 · fundraising $92,805

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $3,232,170 · end of year $2,284,903

  • 2 · Savings and temporary cash investments

    end of year $0

  • 3 · Pledges and grants receivable

    end of year $0

  • 4 · Accounts receivable

    beginning of year $5,906,268 · end of year $10,576,334

  • 7 · Other notes and loans receivable

    beginning of year $2,779,610 · end of year $2,779,610

  • 9 · Prepaid expenses and deferred charges

    beginning of year $238,542 · end of year $575,396

  • 10a · Land, buildings and equipment: cost or other basis

    $22,938,127

  • 10b · Land, buildings and equipment: accumulated depreciation

    $16,149,637

  • 10c · Land, buildings and equipment, net

    beginning of year $7,346,101 · end of year $6,788,490

  • 11 · Investments: publicly traded securities

    beginning of year $10,943,011 · end of year $11,367,411

  • 12 · Investments: other securities

    beginning of year $1,249,854 · end of year $1,249,824

  • 15 · Other assets

    beginning of year $1,989,061 · end of year $1,437,683

  • 17 · Accounts payable and accrued expenses

    beginning of year $7,787,641 · end of year $5,237,069

  • 19 · Deferred revenue

    beginning of year $1,504,096 · end of year $1,190,254

  • 23 · Secured mortgages and notes payable

    beginning of year $400,000 · end of year $400,000

  • 25 · Other liabilities

    beginning of year $5,663,523 · end of year $5,682,209

  • 27 · Net assets without donor restrictions

    beginning of year $10,585,899 · end of year $16,716,620

  • 28 · Net assets with donor restrictions

    beginning of year $7,743,458 · end of year $7,833,499

Mission and programs · 2024

Mission

See Schedule O

Activities or mission (Part I)

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.

  • 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.

    Expenses $17,370,994 · Grants $803,155

  • 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.

    Expenses $7,923,484 · Grants $68,486

  • 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.

    Expenses $3,798,105 · Grants $232,514

  • 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.

    Expenses $5,170,132 · Grants $1,448,327

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Bradford P Weirick

    Chair

    Total calculated
    $0
    Hours/week
    1

  • Patrick Conn

    Vice Chair

    Total calculated
    $0
    Hours/week
    1

  • Debbie Pattillo

    Secretary

    Total calculated
    $0
    Hours/week
    1

  • Brian W Matthews

    Chair of Finance Committee

    Total calculated
    $0
    Hours/week
    1

  • Bridget Armstrong

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Christy Bosse

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Craig Darian

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Rocky Delgadillo

    Board Member (end 10/24)

    Total calculated
    $0
    Hours/week
    1

  • Joyce Dinel

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Terri Holoman

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Sheriden Mansfeld

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Shamir Moorer

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Yansy Naranjo

    Board Member (end 12/24)

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Ana O' Brien

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Terry Ogawa

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Dale Pelch

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Kurt E Rieck

    Board Member (start 1/25)

    Total calculated
    $0
    Hours/week
    1

  • Monica Sanjinez

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Kathryn Shirley

    Board Member (start 1/25)

    Total calculated
    $0
    Hours/week
    1

  • Ryan Trent

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Elena White

    Board Member (start 1/25)

    Total calculated
    $0
    Hours/week
    1

  • Ashley Wright

    Board Member (start 1/25)

    Total calculated
    $0
    Hours/week
    1

  • Lorna Little

    President & CEO

    Total calculated
    $459,289
    From this org
    $433,143
    From related orgs
    $0
    Other
    $26,146
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $433,143
    Bonus
    $0
    Other
    $0
    Deferred
    $16,684
    Nontaxable benefits
    $9,462
    Filer's total
    $459,289

  • Alexandra Zandueta

    Chief Financial Officer

    Total calculated
    $270,988
    From this org
    $244,033
    From related orgs
    $0
    Other
    $26,955
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $244,033
    Bonus
    $0
    Other
    $0
    Deferred
    $16,474
    Nontaxable benefits
    $10,481
    Filer's total
    $270,988

  • Regina Peck-Sobolewski

    Chief Programs Officer

    Total calculated
    $211,798
    From this org
    $188,386
    From related orgs
    $0
    Other
    $23,412
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $188,386
    Bonus
    $0
    Other
    $0
    Deferred
    $12,407
    Nontaxable benefits
    $11,005
    Filer's total
    $211,798

  • Dana Nicole Valenzuela

    Chief Development Officer

    Total calculated
    $207,809
    From this org
    $185,923
    From related orgs
    $0
    Other
    $21,886
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $185,923
    Bonus
    $0
    Other
    $0
    Deferred
    $11,778
    Nontaxable benefits
    $10,108
    Filer's total
    $207,809

  • Carmen Andreasen

    Chief Administrative Officer

    Total calculated
    $223,406
    From this org
    $202,544
    From related orgs
    $0
    Other
    $20,862
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $202,544
    Bonus
    $0
    Other
    $0
    Deferred
    $11,247
    Nontaxable benefits
    $9,615
    Filer's total
    $223,406

  • Edgar Serrano

    Dir. of Information Technology

    Total calculated
    $171,902
    From this org
    $161,105
    From related orgs
    $0
    Other
    $10,797
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $161,105
    Bonus
    $0
    Other
    $0
    Deferred
    $9,778
    Nontaxable benefits
    $1,019
    Filer's total
    $171,902

  • Anna Michelle Lopez

    VP of Early Childhood Educucation

    Total calculated
    $159,980
    From this org
    $146,125
    From related orgs
    $0
    Other
    $13,855
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $146,125
    Bonus
    $0
    Other
    $0
    Deferred
    $6,056
    Nontaxable benefits
    $7,799
    Filer's total
    $159,980

  • Daniele Vega

    VP of Community Programs

    Total calculated
    $162,532
    From this org
    $151,345
    From related orgs
    $0
    Other
    $11,187
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $151,345
    Bonus
    $0
    Other
    $0
    Deferred
    $3,378
    Nontaxable benefits
    $7,809
    Filer's total
    $162,532

  • Catalina Catacutan

    Director of Finance

    Total calculated
    $161,486
    From this org
    $142,439
    From related orgs
    $0
    Other
    $19,047
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $142,439
    Bonus
    $0
    Other
    $0
    Deferred
    $9,055
    Nontaxable benefits
    $9,992
    Filer's total
    $161,486

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

  • St Anne's Foundation

    501(c)3 · Fundraising · CA

    Directly controlled by St Anne's Family Services

  • Felician Services Inc

    501(c)3 · Sole corporate member of non-profit religious sponsored entities · IL

    Directly controlled by Congregation of the Sisters of St Felix of Cantalice

  • Felician Sisters of North America

    501(c)3 · Religious Congregation · IL

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • St Anne's Beverly Terrace LLC

    Build and maintain permanent affordable supportive housing units · CA · assets $1,359,248

    Directly controlled by St Anne's Family Services

  • St Anne's Bogen Family Center LLC

    Provides age-appropriate early educational services to young children · CA · assets -$4,402,705

    Directly controlled by St Anne's Family Services

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • St Anne's Transitional Housing and Childcare Center LP

    Related · Development of a forty-unit transitional housing apartment complex · CA · 0.01% owned · share of income $587,032 · share of assets -$3,989,590 · general or managing partner

    Directly controlled by St Anne's Bogen Family Center LLC

Provenance

Return type
form_990
Tax year
2024
Filed
18 March 2026
IRS schema version
2024v5.5
Source object
202620779349300322

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