2026-05-15T14:18:32-05:00 2025-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 20 STANWIX STREET PITTSBURGH PA 15222 990 2024-07-01 251146769 ST ANNE HOME STAN 7248376070 685 ANGELA DRIVE GREENSBURG PA 15601 SHELLEY KOBUCK CEO & PRESIDENT 7248376070 2026-05-14 1 1 KELLY A BROCIOUS P01254262 4126976400 2026-05-14 2024 2025-03-06 01:10:19Z SHELLEY KOBUCK 685 ANGELA DRIVE GREENSBURG PA 15601 21595594 0 X WWW.STANNEHOME.ORG X 1964 PA TO PROVIDE A CONTINUUM OF CARE & SUPPORTIVE SERVICES TO RESIDENTS, THEIR FAMILIES, & THEIR CAREGIVERS 15 13 315 2367 0 0 154678 301460 18205281 19758602 851114 1291241 146264 219791 19357337 21571094 0 0 0 0 10964009 12784199 0 0 20098 10627656 9463189 21591665 22247388 -2234328 -676294 49464309 49246674 14988778 14490355 34475531 34756319 X ST. ANNE HOME IS A MINISTRY OF THE FELICIAN SISTERS OF NORTH AMERICA DEDICATED TO THE CONTINUED HEALING MISSION OF JESUS CHRIST BY PROVIDING A CONTINUUM OF CARE AND SUPPORTIVE SERVICES TO ADULTS, THEIR FAMILIES, AND THEIR CAREGIVERS. ST. ANNE HOME OFFERS A CONTINUING CARE RETIREMENT COMMUNITY WHICH INCLUDES NURSING FACILITY CARE, REHABILITATION CARE, A LICENSED PERSONAL CARE HOME AND RESIDENTIAL INDEPENDENT LIVING WITH SERVICES. 0 0 20142608 19939072 ST. ANNE HOME, A 501(C)(3) CONTINUING CARE RETIREMENT COMMUNITY AND CHARITABLE ORGANIZATION FOUNDED IN 1964, IS A MINISTRY OF THE FELICIAN SISTERS OF NORTH AMERICA DEDICATED TO THE CONTINUED HEALING MISSION OF JESUS CHRIST BY PROVIDING A CONTINUUM OF CARE AND SUPPORTIVE SERVICES TO ADULTS, THEIR FAMILIES, AND THEIR CAREGIVERS. AS PART OF OUR CONTINUING CARE RETIREMENT COMMUNITY, ST. ANNE HOME OFFERS SUPERIOR NURSING CARE AND REHABILITATIVE SERVICES IN OUR NURSING FACILITY, WHILE VILLA ANGELA AT ST. ANNE HOME OFFERS SUPERIOR PERSONAL CARE SERVICES IN A CARING, RESIDENTIAL SETTING. 20142608 1 1 0 1 0 0 0 0 1 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 1 58 0 1 315 1 0 0 0 0 0 1 1 0 0 0 0 X 15 13 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X BERTA LEWIS 7248376070 685 ANGELA DRIVE GREENSBURG PA 15601 SANDRA BRAMMELL DIRECTOR 1.00 X 0 0 0 REV DANIEL L BLOUT DIRECTOR 1.00 X 0 0 0 MSGR MICHAEL J BEGOLLY DIRECTOR 1.00 X 0 0 0 MELANIE MARIE BAJOREK DIRECTOR 1.00 X 0 0 0 MARIE ZANOTTI VICE-CHAIRPERSON 1.00 X X 0 0 0 KARL EISAMAN DIRECTOR 1.00 X 0 0 0 JOHN KLINE CHAIRPERSON 1.00 X X 0 0 0 JEFFREY S LONG PRESIDENT & CEO 40.00 X X 253657 0 79900 IVA MUNK DIRECTOR 1.00 X 0 0 0 GEORGE BUTLER DIRECTOR 1.00 X 0 0 0 FRANK SOLTYS DIRECTOR/SENIOR MINISTRY ADVISOR 1.00 40.00 X 0 265246 27587 DR HELEN BURNS DIRECTOR 1.00 X 0 0 0 CHRISTY KREMER SECRETARY/TREASURER 40.00 X 123215 0 76152 BERTA LEWIS DIRECTOR OF ACCOUNTING SERVICES 40.00 X 118854 0 1146 SHELLEY KOBUCK PRESIDENT/CEO 40.00 X 0 0 0 ANN DONOVAN DIRECTOR OF NURSING 40.00 X 114082 0 6446 RAVEN SCHAETZLE DIRECTOR OF HUMAN RESOURCES 40.00 X 108403 0 20422 TAMMY IRGANG LPN 40.00 X 101931 0 25880 820142 265246 237533 6 0 1 0 DEDICATED NURSING ASSOCIATES INC 6536 WILLIAM PENN HWY SUITE 201 DELMONT PA 15626 NURSING AGENCY 1701652 SODEXO 9801 WASHINGTON BOULEVARD GAITHERSBURG MD 20878 RESIDENT MEAL SERVICES 1166605 TWOMAGNETS INC PO BOX 103125 PASADENA CA 91189 NURSING AGENCY 609270 SELECT REHABILITATION LLC PO BOX 71985 CHICAGO IL 60694 PHYSICAL, OCCUPATIONAL, AND SPEECH THERA 502892 SHIFTKEY PO BOX 735913 DALLAS TX 75373 NURSING AGENCY 498919 20 144925 156535 301460 NET RESIDENT SERVICE REVENUE 623000 19758602 19758602 19758602 718406 718406 572835 0 572835 572835 572835 63821 24500 39321 39321 OTHER OPERATING INCOME 900099 180470 180470 180470 21571094 19939072 0 1330562 X 453557 453557 10135073 9379785 736580 18708 413978 413978 974846 952169 22677 806745 725088 80267 1390 37995 37995 2610682 2325825 284857 34983 9647 25336 290894 110198 180696 613613 570299 43314 5422 4715 707 334774 334774 1245650 1245650 384346 384346 PURCHASED MEDICAL SERVI 1188762 1188762 FOOD 775050 770262 4788 PHARMACY 525860 525860 REPAIRS AND MAINTENANCE 448832 268471 180361 966326 894784 71542 22247388 20142608 2084682 20098 267632 266182 1164062 1198673 2008181 3055632 2093216 2107299 40038534 17632024 23085430 22406510 19163415 18676519 1682373 1535859 49464309 49246674 1963486 2156276 154276 132860 12305558 11801709 18855 13626 546603 385884 14988778 14490355 X 32784982 33209343 1690549 1546976 34475531 34756319 49464309 49246674 X -676294 695645 261437 X X 0 1 X 1 0 X X 2 FELICIAN SERVICES INC 363685438 1 1 0 0 CATHOLIC DIOCESE OF GREENSBURG 250998169 1 0 0 0 2 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 PART 1, LINE 12G, COLUMN IV THE ORGANIZATION IS OPERATED, SUPERVISED, AND CONTROLLED IN CONNECTION WITH CATHOLIC DIOCESE OF GREENSBURG. ALTHOUGH THE RELATIONSHIP IS NOT EXPLICITLY STATED IN THE GOVERNING DOCUMENTS, THE ORGANIZATION'S OPERATIONS, GOVERNANCE STRUCTURE, AND ACTIVITIES DEMONSTRATE THAT IT FUNCTIONS EXCLUSIVELY TO SUPPORT CATHOLIC DIOCESE OF GREENSBURG. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 1463 1463 0 PART II-B, LINE 1: ST. ANNE HOME PAYS DUES TO LEADING AGE PA. A PORTION OF THE DUES ARE USED FOR LOBBYING PURPOSES. 0 1 X 595598 595598 27797702 9181142 18616560 3979656 3074395 905261 7371695 5376487 1995208 293883 293883 22406510 ACCRUED WORKERS' COMPENSATION 382000 OTHER LIABILITIES 3884 385884 X 22471874 695645 256835 952480 21519394 51700 51700 21571094 22228004 24500 24500 22203504 43884 43884 22247388 PART IV, LINE 2B: RESIDENTS IN ST. ANNE HOME'S NURSING FACILITY ARE OFFERED ACCESS AND USE OF BANKING SERVICES VIA THE RESIDENT TRUST FUND. THE PURPOSE OF THE FUND IS TO ACCURATELY, TIMELY, AND PROPERLY PROCESS BANKING AND ACCOUNTING TRANSACTIONS ASSOCIATED WITH THE RESIDENT TRUST FUND AND TO ESTABLISH AND MAINTAIN A SYSTEM THAT ASSURES A FULL AND COMPLETE AND SEPARATE ACCOUNTING OF EACH RESIDENT'S PERSONAL FUNDS ENTRUSTED TO THE FACILITY ON THE RESIDENT'S BEHALF. PART X, LINE 2: THE HOME IS A NOT-FOR-PROFIT ORGANIZATION, AS DESCRIBED IN SECTION 501(C) (3) OF THE INTERNAL REVENUE CODE (CODE) AND IS RECOGNIZED AS TAX-EXEMPT UNDER SECTION 501(A) OF THE CODE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN PROVIDED. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITES STATES OF AMERICA REQUIRE THE HOME TO EVALUATE TAX POSITIONS TAKEN BY THE HOME AND RECOGNIZE A TAX LIABILITY OR ASSET IF THE HOME HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE (IRS). THE HOME HAS CONCLUDED THAT AS OF JUNE 30, 2025 AND 2024, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR ASSET OR DISCLOSURE IN THE FINANCIAL STATEMENTS. GENERALLY, TAX RETURNS FOR THE YEARS ENDED JUNE 30, 2022, AND THEREAFTER REMAIN SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAX AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: GAMING DIRECT EXPENSES 24,500. NET ASSETS RELEASED FROM RESTRICTION 4,875. PENSION BENEFIT 227,460. PART XI, LINE 4B - OTHER ADJUSTMENTS: TEMPORARILY RESTRICTED CONTRIBUTION INCOME 7,816. DEVELOPMENT EXPENSES 43,884. PART XII, LINE 2D - OTHER ADJUSTMENTS: GAMING DIRECT EXPENSES 24,500. PART XII, LINE 4B - OTHER ADJUSTMENTS: DEVELOPMENT EXPENSES 43,884. 63821 24500 0 63821 24500 24500 39321 PA 1 0 1 0 0.25000 0.75000 BERTA LEWIS 685 ANGELA DRIVE GREENSBURG PA 15601 0 0 X X 0 0 0 0 0 0 0 0 0 JEFFREY S LONG PRESIDENT & CEO 253657 0 0 0 0 0 74960 0 4940 0 333557 0 0 0 FRANK SOLTYS DIRECTOR/SENIOR MINISTRY ADVISOR 0 265246 0 0 0 0 0 11237 0 16350 0 292833 0 0 CHRISTY KREMER SECRETARY/TREASURER 118215 0 5000 0 0 0 74960 0 1192 0 199367 0 0 0 A LATROBE INDUSTRIAL DEVELOPMENT AUTHORITY 251763670 2015-09-25 16171000 ADDITION OF 30 ROOMS AND FACILITY RENOVATIONS 0 0 0 A 4289667 12258128 321214 113690 11178607 113690 2020 0 0 0 1 A 0 0 0 0 0 0 0 A 0 0 0 1 0 0 0 0 1 A 0 DATE REBATE COMPUTATION PERFORMED ISSUER NAME: LATROBE INDUSTRIAL DEVELOPMENT AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 01/01/2017 DAN KREMER FAMILY MEMBER OF CHRISTY KREMER, ASSISTANT ADMINISTRATOR 87813 EMPLOYEE OF ST. ANNE HOME 0 FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER OF THE CORPORATION IS FELICIAN SERVICES, INC., AN ILLINOIS NOT-FOR-PROFIT CORPORATION. THE SOLE MEMBER HAS RESERVED POWERS. FORM 990, PART VI, SECTION A, LINE 7A FELICIAN SERVICES INC., THE SOLE MEMBER, MAY APPOINT, ELECT, OR REMOVE, WITH OR WITHOUT CAUSE, OR DETERMINE THE NUMBER OF DIRECTORS OF THE CORPORATION. FORM 990, PART VI, SECTION A, LINE 7B THE SOLE MEMBER SHALL HAVE THE SOLE AUTHORITY TO INITIATE AND APPROVE THE FOLLOWING ACTIONS: (A) TO ADOPT, ALTER, AMEND, OR REPEAL THE ARTICLES OF INCORPORATION OR THE BYLAWS OF THE CORPORATION; (B) TO ADOPT OR REVISE THE STATEMENTS OF PHILOSOPHY, MISSION, OR PURPOSE OF THE CORPORATION; (C) TO MERGE, CONSOLIDATE, DISSOLVE, OR OTHERWISE CHANGE THE CORPORATE STRUCTURE OF THE CORPORATION; (D) TO AUTHORIZE THE SALE, LEASE, EXCHANGE, OR OTHER DISPOSITION OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF THE CORPORATION; (E) TO AUTHORIZE THE CORPORATION TO INCUR ANY INDEBTEDNESS (OTHER THAN TRADE OBLIGATIONS INCURRED IN THE REGULAR COURSE OF BUSINESS), GUARANTEE ANY INDEBTEDNESS OF ANOTHER ENTITY, OR ALLOW ANY PROPERTY OF THE CORPORATION TO SECURE ANY INDEBTEDNESS; (F) TO APPROVE THE PURCHASE, TRANSFER, SALE, LONG-TERM LEASE, OR ENCUMBRANCE OF ANY REAL PROPERTY OWNED BY THE CORPORATION; (G) TO APPROVE THE CREATION OF, OR THE PURCHASE OF AN EQUITY INTEREST IN, ANY LEGAL ENTITY, OR TO APPROVE ENTERING INTO ANY PARTNERSHIP OR JOINT VENTURE (REGARDLESS OF ITS LEGAL FORM), OTHER THAN PASSIVE INVESTMENTS BY THE CORPORATION; (H) TO APPROVE AN ANNUAL OPERATING BUDGET, AND ANY CAPITAL BUDGET, OF THE CORPORATION; (I) TO APPROVE ANY UNBUDGETED OPERATING OR CAPITAL EXPENDITURES IN EXCESS OF $100,000; (J) TO APPOINT, ELECT, REMOVE, WITH OR WITHOUT CAUSE, OR DETERMINE THE NUMBER OF DIRECTORS OF THE CORPORATION; (K) TO APPOINT AND REMOVE, WITH OR WITHOUT CAUSE, THE CHAIRPERSON OF THE BOARD; (L) TO APPOINT, ELECT, OR REMOVE, WITH OR WITHOUT CAUSE, THE OFFICERS OF THE CORPORATION; (M) TO APPROVE THE SELECTION OF THE INDEPENDENT AUDITORS OF THE CORPORATION; (N) TO ASSURE THAT ALL ACTIONS OF THE CORPORATION ARE CONSISTENT WITH THE PURPOSES OF THE CONGREGATION OF THE SISTERS OF ST. FELIX OF CANTALICE; (O) TO CARRY OUT PERIODIC EVALUATIONS OF THE CORPORATION AND TO OTHERWISE MONITOR THE ACCOMPLISHMENT OF THE GOALS AND THE ADHERENCE TO THE PHILOSOPHY OF THE CORPORATION; (P) TO APPROVE THE LONG-TERM AND STRATEGIC PLANS OF THE CORPORATION; AND (Q) TO APPROVE ANY ACTS OF EXTRAORDINARY ADMINISTRATION UNDER THE CANON LAW OF THE ROMAN CATHOLIC CHURCH. FORM 990, PART VI, SECTION B, LINE 11B THE PRESIDENT AND CEO AND THE DIRECTOR OF ACCOUNTING SERVICES PERFORMED A DETAILED REVIEW OF THE FORM 990. EACH MEMBER OF THE BOARD OF DIRECTORS WAS PRESENTED WITH AN ELECTRONIC COPY OR PAPER COPY OF THE FORM 990 BEFORE IT IS FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS SUCH PERSON HAS RECEIVED A COPY OF THE CONFLICTS OF INTEREST POLICY, HAS READ AND UNDERSTANDS THE POLICY, HAS AGREED TO COMPLY WITH THE POLICY, HAS COMPLETED THE ST. ANNE HOME CONFLICT INTEREST STATEMENT, AND UNDERSTANDS THAT ST. ANNE HOME IS CHARITABLE AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. TO ENSURE THE ORGANIZATION OPERATES IN A MANNER CONSISTENT WITH CHARITABLE PURPOSES AND DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS TAX-EXEMPT STATUS, PERIODIC REVIEWS SHALL BE CONDUCTED. THE PERIODIC REVIEWS SHALL, AT A MINIMUM, INCLUDE A REVIEW OF A SUMMARY OF ALL THE COMPLETED ANNUAL CONFLICT OF INTEREST STATEMENTS MADE BY ALL BOARD MEMBERS. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTEREST PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE GOVERNING BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. 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. THE CHAIRPERSON OF THE GOVERNING BOARD OR COMMITTEE SHALL, IF APPROPRIATE, APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER EXERCISING DUE DILIGENCE, THE GOVERNING BOARD OR COMMITTEE SHALL DETERMINE WHETHER THE ORGANIZATION CAN OBTAIN WITH REASONABLE EFFORTS A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY POSSIBLE UNDER CIRCUMSTANCES NOT PRODUCING A CONFLICT OF INTEREST, THE GOVERNING BOARD OR COMMITTEE SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE ORGANIZATION'S BEST INTEREST, FOR ITS OWN BENEFIT, AND WHETHER IT IS FAIR AND REASONABLE. IN CONFORMITY WITH THE ABOVE DETERMINATION IT SHALL MAKE ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT. 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 OR COMMITTEE DETERMINES THE MEMBER HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. FORM 990, PART VI, SECTION B, LINE 15 A RANGE IS ESTABLISHED FOR EACH POSITION BASED ON COMPARABLE DATA, AND COMPENSATION IS INCREASED BASED ON EITHER PRE-DETERMINED AMOUNTS BASED ON A PERFORMANCE REVIEW, AND/OR A MARKET ADJUSTMENT BASED ON UPDATED COMPARABLE DATA. THIS PROCESS IS UNDERTAKEN ANNUALLY AT THE END OF EACH CALENDAR YEAR. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER FEES: PROGRAM SERVICE EXPENSES 2,325,825. MANAGEMENT AND GENERAL EXPENSES 284,857. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,610,682. FORM 990, PART XI, LINE 9: PENSION LIABILITY ADJUSTMENT 407,951. DECREASE OF VALUE IN CHARITABLE REMAINDER TRUST -146,514. FORM 990, PART XII, LINE 2C: NO CHANGE IN OVERSIGHT PROCESS IN THE CURRENT YEAR. CATHOLIC DIOCESE OF GREENSURG 771 EAST PITTSBURGH STREET GREENSBURG PA 15601 250998169 PROCLAIMING GOD'S WORD PA 501(C)(3) LINE 1 N/A 0 FELICIAN SERVICES INC 3800 W PETERSON AVENUE CHICAGO IL 60659 363685438 PARENT COMPANY IL 501(C)(3) LINE 1 CONGREGATION OF THE SISTERS OF ST FELIX OF CANTALICE 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0