2026-06-11T17:17:36-05:00 2025-07-31 410746749 CLIFTONLARSONALLEN LLP 2875 MICHELLE DRIVE 300 IRVINE CA 92606 990 2024-08-01 951878859 SANTA TERESITA INC SANT 6262891353 819 BUENA VISTA STREET DUARTE CA 91010 SISTER CARMEN THERESE GREEN SECRETARY 6262891353 2026-06-11 1 1 LISA N RYSSEL CPA P00643670 7147955370 2026-06-11 2024 2025-03-06 01:10:19Z SISTER CARMEN THERESE GRE 819 BUENA VISTA STREET DUARTE CA 91010 5913604 0 X WWW.SANTA-TERESITA.ORG X 1955 CA OFFERING A CONTINUUM OF CARE FOR SENIORS THAT INCLUDES ASSISTED LIVING AND SKILLED NURSING 3 3 59 3 0 0 4394043 1364525 2698618 2932161 104 343648 -106937 -174640 6985828 4465694 0 600 0 0 1910240 2331356 0 0 26952 3581216 3007439 5491456 5339395 1494372 -873701 27923480 26968217 409857 328295 27513623 26639922 SANTA TERESITA IS "A NEIGHBORHOOD OF CARE," SURROUNDING OUR CHERISHED SENIORS WITH PROFESSIONAL NURSING, REHABILITATIVE AND CARE-GIVING SUPPORT WHILE AT THE SAME TIME EMPOWERING THEIR LIVES WITH VIBRANCY, PURPOSE AND FULFILLMENT. 0 0 2500498 600 0 SKILLED NURSING SERVICES - THE MANOR AT SANTA TERESITA IS A 24-HOUR SKILLED NURSING CENTER THAT SPECIALIZES IN NURSING AND REHABILITATION SERVICES FOR SENIORS. THE MANOR WAS CLOSED IN JANUARY 2023. THE CARMELITE SISTERS, TOGETHER WITH A DEVOTED NURSING AND REHABILITATION STAFF, ARE COMMITTED TO PROVIDING THE HIGHEST QUALITY OF INDIVIDUALIZED CARE FOR EACH PERSON. THE CARMELITE SISTERS AND THE STAFF PROVIDE QUALITY CARE FOR RESIDENTS WITH COMPASSION, RESPECT AND DIGNITY. THIS IS STRENGTHENED BY OUR PRO-LIFE COMMITMENT TO WITNESS THE DIGNITY OF ALL HUMAN BEINGS AND BY OUR RECOGNITION OF RESIDENTS' RICHNESS OF WISDOM AND EXPERIENCE OF THEIR YEARS. 1431436 0 2932161 ASSISTED LIVING SERVICES - GOOD SHEPHERD COTTAGE AND CRISTO REY COTTAGE ASSISTED LIVING SERVICES AT SANTA TERESITA PROVIDE ASSISTANCE AND CARE FOR OUR CHERISHED ELDERS WHO MAY NEED ASSISTANCE WITH ACTIVITIES OF DAILY LIVING. THE FIRST COTTAGE OF OUR DEVELOPING NEIGHBORHOOD OF CARE IS LOCATED ON 12 ACRES OF BEAUTIFULLY LANDSCAPED GROUNDS NESTLED IN THE FOOTHILLS OF THE MAJESTIC SAN GABRIEL MOUNTAINS. SENIOR LIVING AT THE GOOD SHEPHARD COTTAGE AT SANTA TERESITA FEATURES A COTTAGE-LIKE HOME, BUILT IN THE "CRAFTMAN STYLE" OF ARCHITECTS CHARLES AND HENRY GREEN WHO DESIGNED COUNTLESS OF THEIR TRADEMARK CRAFTMAN STYLE HOMES IN NEARBY PASADENA, WHICH RECEIVED THE LEED SILVER AWARD BASED ON THE STANDARDS SET FORTH BY THE U.S. GREEN BUILDING COUNCIL. 3931934 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 17 0 1 59 1 0 0 0 0 0 0 0 0 0 0 0 0 X 3 3 0 0 0 0 1 1 1 1 0 0 0 1 1 1 1 1 1 0 0 0 CA X ELIZABETH ZUANICH 6262891353 931 BUENA VISTA STREET SUITE 402 DUARTE CA 91010 X SISTER MARIE ESTELLE KLEIN PRESIDENT 2.00 X X 0 0 0 SISTER CARMEN THERESE GREEN SECRETARY 2.00 X X 0 0 0 SISTER MARIE ANDRE PETIT TREASURER 2.00 X X 0 0 0 0 0 0 0 0 0 0 ADRIAN MEDINA 3110 WHITTIER BLVD LOS ANGELES CA 90023 REPAIRS AND CONSTRUCTION 411113 CLIFTONLARSONALLEN LLP PO BOX 31001-2443 PASADENA CA 91110 CONSULTING AND ACCOUNTING SERVICES 334748 TOP FLIGHT SECURITY FDT LLC 1909 WEST 108TH STREET LOS ANGELES CA 90047 SECURITY SERVICES 225396 CORELECTRIC INC 26752 OAK AVE STE H SANTA CLARITA CA 91351 CONSTRUCTION 146638 HARBOR POINTE AIR CONDITIONING & CONTROL 720 RICHFIELD ROAD PLACENTIA CA 92870 REPAIRS & MAINTENANCE 112802 6 315765 230335 818425 1364525 ASSISTED LIVING 623000 2932161 2932161 2932161 344678 344678 1159094 1410508 -251414 -251414 -251414 1030 -1030 -1030 -1030 0 315765 36372 -36372 -36372 MISCELLANEOUS 900099 113146 113146 113146 4465694 2932161 0 169008 X 600 600 1683746 1516157 167589 45262 35178 10084 486141 454592 31549 116207 112536 3671 314595 367878 -53283 2299 2299 724341 292956 431385 9284 9233 51 37441 -806 38247 613640 324107 289533 2401 2249 152 195 99 96 759939 443479 316460 179577 76678 102899 SUPPLIES 271924 225958 19014 26952 MISCELLANEOUS 78846 66639 12207 TAXES AND LICENSES 12957 4401 8556 5339395 3931934 1380509 26952 658638 2768893 374540 402832 37792 7544 2944432 789455 33408 38539 58334207 35386305 23870738 22947902 3932 13052 27923480 26968217 340825 256312 500 609 68423 71483 409857 328295 X 26934503 26117643 579120 522279 27513623 26639922 27923480 26968217 -873701 0 X X 0 1 X 1 0 X 2664815 1866595 4120562 4394043 1364525 14410540 2664815 1866595 4120562 4394043 1364525 14410540 14410540 1062854 946872 921562 1089166 1503772 5524226 23945 125225 70867 32862 113145 366044 20300810 26112844 0.70990 0.84410 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: QUALITY INCENTIVES AND OTHER REVENUE - 2020 AMOUNT: $ 23,945. 2021 AMOUNT: $ 125,225. 2022 AMOUNT: $ 70,867. 2023 AMOUNT: $ 32,862. 2024 AMOUNT: $ 113,145. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 1804922 1804922 53648867 32659064 20989803 2819327 2727241 92086 61091 61091 22947902 SECURITY DEPOSITS 71483 71483 X 5876202 0 5876202 -1410508 -1410508 4465694 6749903 1410508 1410508 5339395 0 5339395 PART X, LINE 2: THE INTERNAL REVENUE SERVICE HAS DETERMINED THAT THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IN ADDITION, THE ORGANIZATION IS EXEMPT FROM CALIFORNIA STATE TAXES UNDER SECTION 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE. ACCORDINGLY, NO TAX PROVISION IS REFLECTED IN THE FINANCIAL STATEMENTS. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSE -1,410,508. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSE 1,410,508. GALA 298700 298700 26949 4052 SPRING APPEAL 10295 10295 308995 308995 26949 4052 31001 -31001 FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER OF SANTA TERESITA, INC. IS MOUNT CARMEL HEALTH MINISTRIES, INC., A CALIFORNIA NONPROFIT PUBLIC BENEFIT RELIGIOUS CORPORATION. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS HAVE THE POWER TO APPOINT NEW MEMBERS OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B ALL OF THE BUSINESS AND AFFAIRS OF THE CORPORATION ARE MANAGED AND CONTROLLED BY THE BOARD OF DIRECTORS, EXCEPT THAT CERTAIN POWERS ARE RESERVED TO THE MEMBER. AS DEFINED IN THE BYLAWS, THE POWERS RESERVED TO THE MEMBER MAY BE INITIATED AND EXERCISED BY THE MEMBER OR, IF INITIATED BY THE BOARD OF DIRECTORS OF THE CORPORATION MUST BE SUBMITTED TO AND RECEIVE THE APPROVAL OF THE MEMBER, AND THE ACTION OF THE MEMBER ON SUCH MATTERS SHALL BE FINAL. FORM 990, PART VI, SECTION A, LINE 8B THERE WERE NO COMMITTEES AUTHORIZED TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT CPA FIRM. THE ADMINISTRATOR AND BOARD OF DIRECTORS REVIEW THE 990 PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY APPLIES TO ANY OFFICER, KEY EMPLOYEE AND BOARD MEMBERS WHO HAS A DIRECT OR INDIRECT FINANCIAL INTEREST. ON AN ANNUAL BASIS, ALL BOARD MEMBERS, OFFICERS AND KEY EMPLOYEES SIGN THE CONFLICT OF INTEREST POLICY AGREEING THAT THEY HAVE RECEIVED AND UNDERSTAND THE POLICY. WHERE A POTENTIAL CONFLICT OF INTEREST EXISTS, IT SHALL BE THE RESPONSIBILITY OF THE PERSON INVOLVED OR ANY OTHER PERSON WITH KNOWLEDGE TO NOTIFY THE BOARD OF TRUSTEES OF THE POTENTIAL CONFLICT, SO THAT THE BOARD OF TRUSTEES CAN PROVIDE SUCH GUIDANCE AND TAKE SUCH ACTION AS IT SHALL DEEM APPROPRIATE. AN INTERESTED PERSON MAY MAKE A PRESENTATION AT THE GOVERNING BOARD OR COMMITTEE MEETING, BUT AFTER THE PRESENTATION, HE/SHE SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST. VIOLATIONS OF THE CONFLICTS OF INTEREST POLICY - IF THE GOVERNING BOARD OR COMMITTEE HAS REASONABLE CAUSE TO BELIEVE A MEMBER HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT SHALL INFORM THE MEMBER OF THE BASIS FOR SUCH BELIEF AND AFFORD THE MEMBER AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF, AFTER HEARING THE MEMBER'S RESPONSE AND AFTER MAKING FURTHER INVESTIGATION AS WARRANTED BY THE CIRCUMSTANCES, THE GOVERNING BOARD DETERMINES THE MEMBER HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION INCLUDING BUT NOT LIMITED TO ABSTAIN FROM VOTE AND REMEDY THE CONFLICT. THE INDIVIDUAL WOULD NOT BE PRESENT IN THESE MEETINGS. FORM 990, PART VI, SECTION B, LINE 15 ALL THE OFFICERS AND THE MAJORITY OF KEY PERSONNEL ARE RELIGIOUS PERSONNEL WHO DO NOT RECEIVE COMPENSATION. HOWEVER, FOR NON-RELIGIOUS KEY PERSONNEL, A SALARY SURVEY IS CONDUCTED AND ARE PAID COMPARABLE TO THE PREVAILING WAGE IN THE HEALTHCARE INDUSTRY. A SALARY COMPARISON TO THE SURROUNDING MARKET IS COMPLETED BY THE HUMAN RESOURCES DEPARTMENT PRIOR TO THE HIRING OF ANY KEY PERSONNEL. ALL PERSONNEL GO THROUGH A THREE-PART INTERVIEW PROCESS WITH THREE INDEPENDENT PERSONS WITHIN THE ORGANIZATION. THE ORGANIZATION'S BOARD OFFICERS DO NOT RECEIVE DIRECT REIMBURSEMENT. AS MEMBERS OF A RELIGIOUS ORDER, THESE KEY PERSONNEL ARE NOT COMPENSATED INDIVIDUALLY. INSTEAD, THE RELIGIOUS ORDER IS REIMBURSED BASED ON MARKET RATES FOR COMPARABLE POSITIONS, WHICH ARE REVIEWED ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 292,956. MANAGEMENT AND GENERAL EXPENSES 431,385. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 724,341. FORM 990, PART XII, LINE 2C: THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. SACRED HEART RETREAT HOUSE INC 920 E ALHAMBRA ROAD ALHAMBRA CA 91801 113835568 SPIRITUAL AND EDUCATIONAL RESOURCE CENTERS CA 501(C)(3) LINE 10 FLOS CARMELI FORMATION CENTERS INC 0 MOUNT CARMEL IN THE DESERT INC 920 E ALHAMBRA ROAD ALHAMBRA CA 91801 113835561 OPERATE CHILDCARE, SCHOOLS AND RELIGIOUS EDUCATION CA 501(C)(3) LINE 2 CARMELITE SISTERS OF THE MOST SACRED HEART 0 MOUNT CARMEL HEALTH MINISTRIES INC 819 BUENA VISTA STREET DUARTE CA 91010 113835563 RELIGIOUS CA 501(C)(3) LINE 1 CARMELITE SISTERS OF THE MOST SACRED HEART 0 MARYCREST MANOR 10664 ST JAMES DRIVE CULVER CITY CA 90230 951708771 NURSING HOME CA 501(C)(3) LINE 7 MOUNT CARMEL HEALTH MINISTRIES INC 0 LITTLE FLOWER CENTER 920 E ALHAMBRA ROAD ALHAMBRA CA 91801 956122864 CHILDCARE CA 501(C)(3) LINE 2 FLOS CARMELI FORMATION CENTERS INC 0 FLOS CARMELI FORMATION CENTERS INC 920 E ALHAMBRA ROAD ALHAMBRA CA 91801 113835566 OPERATE CHILDCARE, SCHOOLS AND RELIGIOUS EDUCATION CA 501(C)(3) LINE 12C, III-FI CARMELITE SISTERS OF THE MOST SACRED HEART 0 CARMELITE SISTERS OF THE MOST SACRED HEART OF MONROVIA INC 1210 ROYAL OAKS DRIVE DUARTE CA 91010 753253412 RELIGIOUS CA 501(C)(3) LINE 1 CARMELITE SISTERS OF THE MOST SACRED HEART 0 CARMELITE SISTERS OF THE MOST SACRED HEART OF LOS ANGELES INC 920 E ALHAMBRA ROAD ALHAMBRA CA 91801 952564138 RELIGIOUS ORDER CA 501(C)(3) LINE 1 N/A 0 CARMELITE SISTERS FOUNDATION INC 920 E ALHAMBRA ROAD ALHAMBRA CA 91801 392075616 RELIGIOUS CA 501(C)(3) LINE 12A, I CARMELITE SISTERS OF THE MOST SACRED HEART 0 CARMELITE SISTERS OF THE MOST SACRED HEART OF LOS ANGELES EDUCATION INC 920 E ALHAMBRA ROAD ALHAMBRA CA 91801 392075615 OPERATE CHILDCARE, SCHOOLS AND RELIGIOUS EDUCATION CA 501(C)(3) LINE 2 FLOS CARMELI FORMATION CENTERS INC 0 AVILA GARDENS INC 1171 ENCANTO PARKWAY DUARTE CA 91001 300468751 INDEPENDENT LIVING FACILITY CA 501(C)(3) LINE 10 MOUNT CARMEL HEALTH MINISTRIES INC 0 0 0 1 1 1 0 0 0 0 1 0 0 1 0 0 1 0 0 0