Civic Intelligence

St Anne'S Family Services

EIN 95-1691306 • 501(c)3 • Los Angeles, CA

Profile

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.

155 North Occidental BlvdLos Angeles, CA 90026-4641

www.stannes.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

76th percentile

0.55x

Higher debt load relative to assets than 76% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2023

Liabilities / Revenue

73rd percentile

0.73x

Higher debt load relative to revenue than 73% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2023

Net Margin

21st percentile

-6.7%

Higher net margin than 21% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2023

Top Officer Pay

42nd percentile

$221,982

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 0.8% of source-year revenue.

501(c)3 • $25M-$50M nonprofits • Source year 2018

Asset Growth

89th percentile

31%

Faster asset growth than 89% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Revenue Growth

12th percentile

-18%

Faster revenue growth than 12% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Assets

Up

$37,059,651

Up $3,375,034 (+10%) from 2024

Liabilities

Down

$12,509,532

Down $2,845,728 (-19%) from 2024

Net Assets

Up

$24,550,119

Up $6,220,762 (+34%) from 2024

Revenue

Up

$45,270,141

Up $8,536,496 (+23%) from 2024

Expenses

Up

$40,420,199

Up $1,848,815 (+4.8%) from 2024

Net Income

Up

$4,849,942

Up $6,687,681 (+364%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60M$40M$20M$0Assets 2010: $20,724,144Liabilities 2010: $3,171,058Net Assets 2010: $17,553,0862010Assets 2011: $19,820,758Liabilities 2011: $3,332,077Net Assets 2011: $16,488,6812011Assets 2012: $23,519,836Liabilities 2012: $3,255,927Net Assets 2012: $20,263,9092012Assets 2013: $28,422,446Liabilities 2013: $3,420,734Net Assets 2013: $25,001,7122013Assets 2014: $29,068,979Liabilities 2014: $4,361,865Net Assets 2014: $24,707,1142014Assets 2015: $27,152,850Liabilities 2015: $4,307,909Net Assets 2015: $22,844,9412015Assets 2016: $29,102,137Liabilities 2016: $4,315,837Net Assets 2016: $24,786,3002016Assets 2017: $29,508,582Liabilities 2017: $4,807,071Net Assets 2017: $24,701,5112017Assets 2018: $29,707,104Liabilities 2018: $6,131,257Net Assets 2018: $23,575,8472018Assets 2019: $28,361,776Liabilities 2019: $7,510,610Net Assets 2019: $20,851,1662019Assets 2020: $28,549,265Liabilities 2020: $9,870,751Net Assets 2020: $18,678,5142020Assets 2021: $32,474,817Liabilities 2021: $13,015,541Net Assets 2021: $19,459,2762021Assets 2022: $31,165,331Liabilities 2022: $8,777,166Net Assets 2022: $22,388,1652022Assets 2023: $40,972,877Liabilities 2023: $22,375,848Net Assets 2023: $18,597,0292023Assets 2024: $33,684,617Liabilities 2024: $15,355,260Net Assets 2024: $18,329,3572024Assets 2025: $37,059,651Liabilities 2025: $12,509,532Net Assets 2025: $24,550,1192025

Highlighted filing

2025

Assets$37,059,651
Liabilities$12,509,532
Net Assets$24,550,119

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60M$40M$20M$0-$20MExpenses 2010: $12,692,5932010Expenses 2011: $14,703,6982011Revenue 2012: $14,622,513Expenses 2012: $14,634,468Net Income 2012: -$11,9552012Revenue 2013: $18,417,302Expenses 2013: $14,604,809Net Income 2013: $3,812,4932013Revenue 2014: $19,321,954Expenses 2014: $19,216,445Net Income 2014: $105,5092014Revenue 2015: $22,655,666Expenses 2015: $23,332,982Net Income 2015: -$677,3162015Revenue 2016: $23,498,215Expenses 2016: $23,457,607Net Income 2016: $40,6082016Revenue 2017: $24,540,235Expenses 2017: $25,417,077Net Income 2017: -$876,8422017Revenue 2018: $27,331,386Expenses 2018: $27,647,072Net Income 2018: -$315,6862018Revenue 2019: $27,813,996Expenses 2019: $28,761,681Net Income 2019: -$947,6852019Revenue 2020: $15,844,413Expenses 2020: $16,485,462Net Income 2020: -$641,0492020Revenue 2021: $31,004,932Expenses 2021: $32,410,541Net Income 2021: -$1,405,6092021Revenue 2022: $37,315,908Expenses 2022: $35,221,742Net Income 2022: $2,094,1662022Revenue 2023: $30,774,068Expenses 2023: $32,831,308Net Income 2023: -$2,057,2402023Revenue 2024: $36,733,645Expenses 2024: $38,571,384Net Income 2024: -$1,837,7392024Revenue 2025: $45,270,141Expenses 2025: $40,420,199Net Income 2025: $4,849,9422025

Highlighted filing

2025

Revenue$45,270,141
Expenses$40,420,199
Net Income$4,849,942

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$37.1$12.5$24.6$45.3$40.4$4.85
2024Detailed filing. Detailed filing data is available for this year.$33.7$15.4$18.3$36.7$38.6$1.84
2023Detailed filing. Detailed filing data is available for this year.$41.0$22.4$18.6$30.8$32.8$2.06
2022Detailed filing. Detailed filing data is available for this year.$31.2$8.78$22.4$37.3$35.2$2.09
2021Summary only. Only limited summary data is available for this year.$32.5$13.0$19.5$31.0$32.4$1.41
2020Summary only. Only limited summary data is available for this year.$28.5$9.87$18.7$15.8$16.5$0.64
2019Detailed filing. Detailed filing data is available for this year.$28.4$7.51$20.9$27.8$28.8$0.95
2018Detailed filing. Detailed filing data is available for this year.$29.7$6.13$23.6$27.3$27.6$0.32
2017Detailed filing. Detailed filing data is available for this year.$29.5$4.81$24.7$24.5$25.4$0.88
2016Detailed filing. Detailed filing data is available for this year.$29.1$4.32$24.8$23.5$23.5$0.04
2015Detailed filing. Detailed filing data is available for this year.$27.2$4.31$22.8$22.7$23.3$0.68
2014Detailed filing. Detailed filing data is available for this year.$29.1$4.36$24.7$19.3$19.2$0.11
2013Detailed filing. Detailed filing data is available for this year.$28.4$3.42$25.0$18.4$14.6$3.81
2012Summary only. Only limited summary data is available for this year.$23.5$3.26$20.3$14.6$14.6$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.8$3.33$16.5$14.7
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.7$3.17$17.6$12.7
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Mar 18, 2026
Return Version
2024v5.5
Gross Receipts
$45,690,840
Mission and Program Overview

Mission

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$10,943,011$11,367,411▲ $424,400
Accounts Receivable$5,906,268$10,576,334▲ $4,670,066
Land, Buildings, and Equipment, Net$7,346,101$6,788,490▼ $557,611
Other Notes and Loans Receivable, Net$2,779,610$2,779,610→ $0
Cash and Non-Interest-Bearing Accounts$3,232,170$2,284,903▼ $947,267
Investments Other Securities$1,249,854$1,249,824▼ $30
Prepaid Expenses and Deferred Charges$238,542$575,396▲ $336,854
Savings and Temporary Cash Investments-$0-
Pledges and Grants Receivable-$0-
Total Assets$33,684,617$37,059,651▲ $3,375,034
Other Assets Total$1,989,061$1,437,683▼ $551,378
Liabilities
Other Liabilities$5,663,523$5,682,209▲ $18,686
Accounts Payable and Accrued Expenses$7,787,641$5,237,069▼ $2,550,572
Deferred Revenue$1,504,096$1,190,254▼ $313,842
Mortgage Notes Payable Secured by Investment Property$400,000$400,000→ $0
Total Liabilities$15,355,260$12,509,532▼ $2,845,728
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$10,585,899$16,716,620▲ $6,130,721
Net Assets With Donor Restrictions$7,743,458$7,833,499▲ $90,041
Total Net Assets Fund Balance$18,329,357$24,550,119▲ $6,220,762
Total Liabilities and Net Assets / Fund Balance$33,684,617$37,059,651▲ $3,375,034

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$5,264,306$15,197,269$20,461,575
Land$1,524,184-$1,524,184
Equipment$0$682,309$682,309
Other Land Buildings$0$270,059$270,059

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$7,090,662-▲ $529,292$296,220$7,323,734
2023$6,674,626-▲ $721,259$305,223$7,090,662
2022$6,460,089-▲ $521,797$307,260$6,674,626
2021$7,375,644-▼ $609,594$305,961$6,460,089
2020$5,839,904-▲ $1,916,262$380,522$7,375,644
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lorna LittlePresident & CEOFT$433,143$26,146$459,289
Alexandra ZanduetaChief Financial OfficerFT$244,033$26,955$270,988
Carmen AndreasenChief Administrative OfficerFT$202,544$20,862$223,406
Regina Peck-SobolewskiChief Programs OfficerFT$188,386$23,412$211,798
Dana Nicole ValenzuelaChief Development OfficerFT$185,923$21,886$207,809
Edgar SerranoDirector of Information TechnologyFT$161,105$10,797$171,902
Daniele VegaVP of Community ProgramsFT$151,345$11,187$162,532
Catalina CatacutanDirector of FinanceFT$142,439$19,047$161,486
Anna Michelle LopezVP of Early Childhood EducucationFT$146,125$13,855$159,980

Board Members and Trustees

NameTitle
Bradford P WeirickChair
Brian W MatthewsChair of Finance Committee
Patrick ConnVice Chair
Ana O' BrienBoard Member
Bridget ArmstrongBoard Member
Christy BosseBoard Member
Craig DarianBoard Member
Dale PelchBoard Member
Joyce DinelBoard Member
Monica SanjinezBoard Member
Ryan TrentBoard Member
Shamir MoorerBoard Member
Sheriden MansfeldBoard Member
Terri HolomanBoard Member
Terry OgawaBoard Member
Rocky DelgadilloBoard Member (end 10/24)
Yansy NaranjoBoard Member (end 12/24)
Ashley WrightBoard Member (start 1/25)
Elena WhiteBoard Member (start 1/25)
Kathryn ShirleyBoard Member (start 1/25)
Kurt E RieckBoard Member (start 1/25)
Debbie PattilloSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Insight Global LLcStaffing agency6080 Center Dr W 9th Floor, Los Angeles, CA 90045$865,584
Revenue and Support

Revenue Composition

Contributions and Grants
$43,943,479
Program Service Revenue
$0
Investment Income
$311,266
Other Revenue
$1,015,396
All Other Contributions
$1,521,963
Change in Net Assets
$4,849,942

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table40$112,004Market value
Other Non Cash Contri Table50$53,667Purchase value
Clothing and Household Goods-$35,106Market value
Other Non Cash Contri Table16$28,711Market value
Other Non Cash Contri Table2$8,000Market value
Total Noncash Contributions108$237,488-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$25,422,870
Other Expenses$12,882,236
Grants and Similar Amounts Paid$2,115,093
Total Fundraising Expense$1,126,171
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$17,639,188$2,522,631$627,145$20,788,964
Fees for Services Other$3,380,338$1,077,874$23,937$4,482,149
Grants to Domestic Individuals$2,115,093--$2,115,093
Other Employee Benefits$1,502,719$214,908$53,428$1,771,055
Payroll Taxes$1,316,004$188,206$46,789$1,550,999
All Other Expenses$1,011,020$245,692$92,805$1,349,517
Current Officers, Directors, Trustees, and Key Employees$1,030,024$147,306$36,622$1,213,952
Occupancy$787,155$120,683$21,499$929,337
Travel$684,894$45,144$62,851$792,889
Depreciation Depletion$458,614$78,286$20,711$557,611
Other Expenses$382,422$27,977$228$410,627
Conferences and Meetings$330,185$41,250$3,295$374,730
Insurance$334,784$29,468$7,202$371,454
Office Expenses$86,529$34,712$31,308$152,549
Pension Plan Contributions$83,067$11,880$2,953$97,900
Information Technology$70,288$24,966$244$95,498
Fees for Services Accounting-$70,174-$70,174
Fees for Services Legal-$52,656-$52,656
Total Functional Expenses$34,262,715$5,031,313$1,126,171$40,420,199
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$174,331
Fundraising Gross Income$174,331
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deficit in THCC Ltd.$4,371,824
Lease liabilities-operating lease$1,269,916
Due to affiliate$30,881
Lease liabilities-finance lease$9,588
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

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.

Filing and Contact Details

Filer

Filer Name
St Anne's Family Services
EIN
95-1691306
Phone
2133812931
Address
155 North Occidental Blvd, Los Angeles, CA 90026-4641

Signing Officer

Name
Lorna Little
Title
CEO
Phone
2133812931
Signed
2026-03-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lorna Little
Formed
1941
Legal Domicile
CA
Voting Board Members
21
Independent Board Members
20
Employees
421
Volunteers
518

Preparer

Firm
Harrington Group CPAs LLP
Address
2698 Mataro Street, Pasadena, CA 91107
Preparer
Carlos A Davis
Phone
6264036801
Supplemental Narrative

Additional Explanations

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 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.

Financial Statement Notes

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.

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ActivityOrMissionDesc0Working 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.
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IRS990/Desc0Our 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.
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