Totals
- Total revenue
- $555,082
- Total expenses
- $1,860,692
- Contributions and grants received
- $447,685
- Grants paid
- $1,686,082
- Program service revenue
- $0
- Investment income
- $106,777
- Other revenue
- $620
- Total assets, end of year
- $3,569,991
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $3,569,991
- Program services expenses (Part IX)
- $1,686,082
- Management and general expenses
- $299
- Fundraising expenses
- $174,311
- Program service expenses (Part III)
- $1,686,082
Program services were 90.6% 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.
-
1f · All other contributions, gifts and grants
$447,685
-
3 · Investment income
total $106,777 · excluded $106,777
-
11a · Other revenue: Other revenue
total $620 · excluded $620
-
11e · Other revenue, total
$620
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $1,686,082 · program services $1,686,082
-
24a · Other expenses: Special event expenses
total $174,311 · fundraising $174,311
-
24b · Other expenses: Miscellaneous expense
total $299 · management and general $299
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $533,606 · end of year $17,014
-
4 · Accounts receivable
beginning of year $791,500 · end of year $0
-
11 · Investments: publicly traded securities
beginning of year $368,179 · end of year $370,661
-
15 · Other assets
beginning of year $3,027,072 · end of year $3,182,316
-
27 · Net assets without donor restrictions
beginning of year $1,693,285 · end of year $387,675
-
28 · Net assets with donor restrictions
beginning of year $3,027,072 · end of year $3,182,316
Mission and programs · 2024
Mission
To support all of St. Anne's Family Services programs.
Activities or mission (Part I)
To raise funds to support the programs at St. Anne's Family Services and services.
-
St. Anne's Foundation's sole purpose is to support St. Anne's Family Services, a California not-for-profit corporation.
Expenses $1,686,082 · Grants $1,686,082
As filed on the 2024 return.
Listed in Part VII
-
Rhonda Apor
President to Trustee (trans 1/25)
- Total calculated
- $0
- Hours/week
- 1
-
Brytani Garnet
VP to President (trans 1/25)
- Total calculated
- $0
- Hours/week
- 1
-
Dawn Wilcox
Secretary/Treasurer
- Total calculated
- $0
- Hours/week
- 1
-
Kristina Azlin
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Captain John Egan
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Desiree Gonzalez
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Tigran Patpatyan
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Ricky Stoutland
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Jamie Tierney
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Lisa Vallejo
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Maria Zapata-Koch
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Donald J Pfaff
Trustee for Life
- Total calculated
- $0
- Hours/week
- 1
-
Mrs Marye Kimoto
Trustee for Life
- Total calculated
- $0
- Hours/week
- 1
-
Robert Nelson
Trustee for Life
- Total calculated
- $0
- Hours/week
- 1
-
Vincent W Thorpe
Trustee for Life
- Total calculated
- $0
- Hours/week
- 1
-
Lorna Little
CEO
- Total calculated
- $459,289
- From this org
- $0
- From related orgs
- $433,143
- Other
- $26,146
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $433,143 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $16,684 related
- Nontaxable benefits
- $0 + $9,462 related
- Filer's total
- $0 + $459,289 related
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
None.
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
The filer's explanations (Part III)
- Part I, Line 3
- 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.
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
-
$1,686,082
To support St. Anne's Family Services
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.
-
501(c)3 · Social service agency providng services for children, youth & families · CA
-
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 Inc
501(c)3 · Religious Congregation · IL
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 18 March 2026
- IRS schema version
- 2024v5.5
- Source object
- 202630779349300213
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