2025-11-06T08:30:41-06:00 2024-12-31 381910111 UHY ADVISORS GREAT LAKES INC 455 E EISENHOWER SUITE 102 ANN ARBOR MI 48108 990 2024-01-01 381359262 VISTA MARIA VIST 3132713050 20651 WEST WARREN AVENUE DEARBORN HEIGHTS MI 48127 KATHLEEN REGAN CEO 3132713050 2025-11-06 1 0 MICHAEL SANTICCHIA P00046899 7342131040 2025-11-06 2024 2025-03-06 01:10:19Z KATHLEEN REGAN 20651 WEST WARREN AVENUE DEARBORN HEIGHTS MI 48127 41781887 0 X WWW.VISTAMARIA.ORG X 1884 MI WE FOSTER RESTORATIVE RELATIONSHIPS AND DELIVER INNOVATIVE CARE, TREATMENT, AND EDUCATION SO THAT VULNERABLE YOUTH AND FAMILIES BELIEVE IN THEIR WORTH, HEAL AND BUILD THE SKILLS FOR SUCCESS. 18 18 619 907 36820 35820 26871641 31750815 0 0 8926953 9241358 498987 501670 36297581 41493843 2074982 1643483 0 0 20130758 21751986 0 0 870391 7269732 8109178 29475472 31504647 6822109 9989196 53119598 62701375 7452282 6921850 45667316 55779525 WE FOSTER RESTORATIVE RELATIONSHIPS AND DELIVER INNOVATIVE CARE, TREATMENT, AND EDUCATION SO THAT VULNERABLE YOUTH AND FAMILIES BELIEVE IN THEIR WORTH, HEAL AND BUILD THE SKILLS FOR SUCCESS. 0 0 21792947 22623297 SPECIALIZED, TRAUMA-INFORMED, RESIDENTIAL TREATMENT PROGRAMS FOCUSED ON PROVIDING: 1) INTENSIVE SHORT-TERM RESIDENTIAL MENTAL HEALTH TREATMENT 2) STABILIZATION AND TREATMENT FOR ADOLESCENT FEMALE SURVIVORS OF TRAFFICKING 3) EXTRACURRICULAR PROGRAMS WITH TUTORING, MENTORING, AND ACADEMIC AND RECREATIONAL ENRICHMENT ACTIVITIES 4) AFTERCARE SERVICES FOR ADOLESCENT GIRLS, AGES 9 TO 18, CONCENTRATING ON RESTORATIVE RELATIONSHIPS IN A TRAUMA INFORMED ENVIRONMENT, WITH PARTICIPATION OF OTHER FAMILY MEMBERS.A TOTAL OF 20,467 DAYS OF CARE PROVIDED AND 135 GIRLS WERE SERVED. 5315447 1635983 5521315 COMMUNITY BASED SERVICES THAT PROVIDE 1) FOSTER CARE LICENSING & PLACEMENT, 2) ADOPTION SERVICES, 3) SUPERVISED INDEPENDENT LIVING, 4) TRANSITIONAL SUPPORTIVE HOUSING, 5) AFTER-SCHOOL/STEM/MENTORING PROGRAMS AND OTHER SUPPORTIVE SERVICES. THESE PROGRAMS SERVE CHILDREN FROM BIRTH THROUGH AGE 24 AND ARE FOCUSED ON BUILDING RESTORATIVE RELATIONSHIPS FOR CHILDREN, YOUTH, AND THEIR FAMILIES.A TOTAL OF 50,488 DAYS OF FOSTER CARE AND 179 YOUTH WERE SERVED AND 16,584 DAYS OF SUPERVISED INDEPENDENT LIVING AND 71 YOUTH WERE SERVED. 5 ADOPTIONS WERE COMPLETED. 27108394 1 0 0 1 0 0 0 0 0 1 1 0 1 0 1 1 1 1 0 0 0 0 0 0 1 1 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 1 0 1 105 0 1 619 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 18 18 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 MI X X KATHLEEN REGAN 3132713050 20651 WEST WARREN AVENUE DEARBORN HEIGHTS MI 48127 SPINAZZE GREG BOARD CHAIR 1.00 X X 0 0 0 ENGLAND DONNA BOARD VICE CHAIR 1.00 X X 0 0 0 DUBROWSKY HAROLD BOARD TREASURER 1.00 X X 0 0 0 TAYLOR CAROL BOARD SECRETARY 1.00 X X 0 0 0 ARCHANGEL PRISCILLA DIRECTOR 1.00 X 0 0 0 BERGG EMMA DIRECTOR 1.00 X 0 0 0 FINNORN JOANNE DIRECTOR 1.00 X 0 0 0 HOLLAMON TONY DIRECTOR 1.00 X 0 0 0 IRVING SR CARMEL DIRECTOR/RGS REPRESENTATIVE 1.00 X 0 0 0 ISHWAR JAYASHREE DIRECTOR 1.00 X 0 0 0 JAMES ELIZABETH DIRECTOR 1.00 X 0 0 0 MERRIMAN REBECCA DIRECTOR 1.00 X 0 0 0 MIHELICK DAVID DIRECTOR 1.00 X 0 0 0 MOORE JENNIFER DIRECTOR 1.00 X 0 0 0 QUINN SHANNON DIRECTOR 1.00 X 0 0 0 SOKOLOWSKI JEFFREY DIRECTOR 1.00 X 0 0 0 WILLIAMS CHUCK DIRECTOR 1.00 X 0 0 0 WILLIAMS MARY DIRECTOR 1.00 X 0 0 0 ZAMBIASI MEGAN CHIEF EXECUTIVE OFFICER 60.00 X 314675 0 15228 REGAN KATHLEEN CHIEF FINANCIAL OFFICER 60.00 X 237742 0 43996 REESE MEREDITH CHIEF OPERATING OFFICER 60.00 X 205991 0 37165 VOGT MARY CHIEF DEVELOPMENT OFFICER 60.00 X 70362 0 5654 TYLE KIMBERLY CHIEF DEVELOPMENT OFFICER 60.00 X 59753 0 5579 DIORKA JAYNE V.P. OF FINANCE & CORPORATE CONTROLLER 60.00 X 150042 0 7368 METZ CAROLYNN DIRECTOR, CLINICAL SERVICES 60.00 X 131732 0 6573 HAYES TONIA SR. DIRECTOR, COMMUNITY PROGRAMS 60.00 X 121747 0 6177 DRUYOR RACHAEL DIRECTOR, QUALITY 60.00 X 111715 0 2294 COOPER CURTIS IT OPERATIONS MANAGER 60.00 X 110279 0 6708 1514038 0 136742 14 0 1 0 CHARTWELLS PO BOX 91337 CHICAGO IL 606931337 FOOD SERVICES 971451 O'BRIEN CONSTRUCTION 966 LIVERNOIS RD TROY MI 48083 CONSTRUCTION SERVICES 387063 G&A CLEANING INC 8100 E NINE MILE RD WARREN MI 48089 CLEANING SERVICES 303200 DPR EDUCATIONAL SERVICES 19811 SHAFTSBURY AVE DETROIT MI 48219 EDUCATIONAL SERVICES 278849 GARDA WORLD PO BOX 843886 KANSAS CITY MO 84186 SECURITY SERVICES 195818 17 579574 28144611 3026630 31750815 9240858 9240858 262316 10661 251655 251655 36820 214835 500 0 500 500 500 173119 579574 269803 -96684 -96684 21812 7580 14232 14232 MISCELLANEOUS 900099 332467 332467 332467 41493843 9573825 36820 132383 212000 212000 1431483 1431483 996145 243156 611641 141348 17384102 15669803 1279114 435185 67524 67524 1939896 1815565 81189 43142 1364319 1184802 135731 43786 48734 48734 70300 70300 42000 42000 45734 45734 2150215 1695700 379563 74952 434129 326842 82764 24523 1491419 1367670 111594 12155 161228 161228 1321259 1243767 65552 11940 354282 197893 156389 UNRELATED BUSINESS INCO 7958 7958 DIRECT CARE/SPECIFIC AS 808160 807760 400 BAD DEBT EXPENSE 471730 471730 TRANSPORTATION AND TRAI 288137 246691 34427 7019 413893 32304 350982 30607 31504647 27108394 3525862 870391 3674979 2101988 1459 1412 200250 726625 4226083 5277605 507403 612137 46127944 28986781 16018899 17141163 3057720 2449060 42721 50778 25390084 34340607 53119598 62701375 1899361 2248771 61000 8000 822221 722223 4669700 3942856 7452282 6921850 X 45353536 54628117 313780 1151408 45667316 55779525 53119598 62701375 9989196 123013 0 X X 0 1 X 1 0 X 22066992 23872293 27225963 26871641 31750815 131787704 22066992 23872293 27225963 26871641 31750815 131787704 131787704 3604792 5671984 5236625 9112856 9455693 33081950 39852 29346 37454 37081 36820 180553 238975 260360 297880 305255 332467 1434937 166485144 0.79160 0.81940 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2020 AMOUNT: $ 238,975. 2021 AMOUNT: $ 260,360. 2022 AMOUNT: $ 297,880. 2023 AMOUNT: $ 305,255. 2024 AMOUNT: $ 332,467. 0 0 0 0 0 0 0 0 1 42000 42000 0 PART II-B, LINE 1: VISTA MARIA ENGAGED A LOBBYIST TO ASSIST IN MATTERS WITH MDHHS REGARDING RATES FOR RESIDENTIAL SERVICES. 3057034 405447 1000000 14141 2448340 2639941 428709 11616 3057034 3121847 -471039 10867 2639941 2780297 353574 12024 3121847 2442431 349360 11494 2780297 1.00000 1 0 32195188 20490607 11704581 4629468 2863888 1765580 6206216 5182013 1024203 3097072 450273 2646799 17141163 VISTA AFFORDABLE HOUSING, INC. 52117 C INSIGHT 34288490 C 34340607 DUE TO INSIGHT 3942856 3942856 X 41880652 123013 123013 41757639 -263796 -263796 41493843 31768443 263796 263796 31504647 0 31504647 PART V, LINE 4: BOARD DESIGNATED ENDOWMENT FUNDS ARE HELD BY FIDELITY. THE FUNDS ARE INTENDED TO BE SPENT CONSISTENT WITH RESTRICTIONS IMPOSED BY THE BOARD DESIGNATED ENDOWMENT POLICY. BOARD DESIGNATED CAPITAL IMPROVEMENT ENDOWMENT FUNDS ARE HELD BY BANK OF AMERICA. THE FUNDS ARE INTENDED TO BE SPENT CONSISTENT WITH RESTRICTIONS IMPOSED BY THE BOARD DESIGNATED CAPITAL IMPROVEMENT POLICY. PERMISSION TO SPEND MUST FIRST BE APPROVED BY THE FINANCE COMMITTEE AND SUBSEQUENTLY BY THE BOARD OF DIRECTORS. PART X, LINE 2: ASC GUIDANCE REGARDING ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES CLARIFIES THE ACCOUNTING FOR INCOME TAXES BY PRESCRIBING THE MINIMUM RECOGNITION THRESHOLD AN INCOME TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE FINANCIAL STATEMENTS AND APPLIES TO ALL INCOME TAX POSITIONS. EACH INCOME TAX POSITION IS ASSESSED USING A TWO STEP PROCESS. A DETERMINATION IS FIRST MADE AS TO WHETHER IT IS MORE LIKELY THAN NOT THAT THE INCOME TAX POSITION WILL BE SUSTAINED, BASED UPON TECHNICAL MERITS, UPON EXAMINATION BY THE TAXING AUTHORITIES. IF THE INCOME TAX POSITION IS EXPECTED TO MEET THE MORE LIKELY THAN NOT CRITERIA, THE BENEFIT RECORDED IN THE FINANCIAL STATEMENTS EQUALS THE LARGEST AMOUNT THAT IS GREATER THAN 50% LIKELY TO BE REALIZED UPON ITS SETTLEMENT. AT DECEMBER 31, 2024 AND 2023, THERE WERE NO UNCERTAIN TAX POSITIONS THAT REQUIRE ACCRUAL. PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXP., DIRECT GAMING EXP., RENTAL EXP., IN KIND SERVICES -263,796. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXP., DIRECT GAMING EXP., RENTAL EXP., IN KIND SERVICES 263,796. FEARLESS HEARTS GALA 305603 250793 54810 33536 46747 3100 16912 HIGH HOPES GOLF OUTING 135681 95001 40680 45831 1500 7778 5 311409 233780 77629 6788 89778 1180 16654 752693 579574 173119 40324 182356 5780 41344 269804 -96685 21812 2700 4350 530 1 1.00000 21812 2700 4350 530 7580 14232 MI 1 0 1 0 1.00000 GREG SPINAZZE 20651 WEST WARREN AVE DEARBORN HEIGHTS MI 48127 0 KATHLEEN REGAN OVERSIGHT OF GAMING ACTIVITIES X 0 1 VISTA AFFORDABLE HOUSING INC 20651 WEST WARREN AVENUE DEARBORN HEIGHTS MI 48127 264271547 501(C)(3) 212000 0 TO ASSIST THE ORGANIZATION WITH ITS MISSION FOSTER PARENT/IL PER DIEM PAYMENTS 146 1421799 HOST HOME INCENTIVES 8 1976 RENTAL ASSISTANCE TO INDEPENDENT LIVING CLIENTS 1 208 MARKET VALUE QUALIFYING CLIENTS RECEIVE 1ST MONTH RENT FREE SCHOLARSHIP SCHOOLING/NEEDS 8 7500 PART I, LINE 2 THE ORGANIZATION OVERSEES THE ACTIVITIES OF THE ORGANIZATION IT GRANTS FUNDS TO IN ORDER TO ENSURE THE FUNDS ARE BEING PROPERLY EXPENDED WITHIN THE GRANTEE'S MISSION. X X 1 1 X X X 1 1 0 0 0 0 0 0 0 ZAMBIASI MEGAN CHIEF EXECUTIVE OFFICER 256923 0 50000 0 7752 0 0 0 15228 0 329903 0 0 0 REGAN KATHLEEN CHIEF FINANCIAL OFFICER 198032 0 38539 0 1171 0 27748 0 16248 0 281738 0 0 0 REESE MEREDITH CHIEF OPERATING OFFICER 179442 0 26191 0 358 0 21084 0 16081 0 243156 0 0 0 DIORKA JAYNE V.P. OF FINANCE & CORPORATE CONTROLL 139259 0 10163 0 620 0 0 0 7368 0 157410 0 0 0 PART I, LINE 1A VILLAGE CLUB MEMBERSHIP FOR MEGAN ZAMBIASI, CEO. PART I, LINES 4A-B 1) KATHLEEN REGAN AND MEREDITH REESE WERE AWARDED SERP AMOUNTS IN 2024 THAT VEST OVER 5 YEARS. THE AMOUNTS ARE NOTED ABOVE IN COMPENSATION DETAIL. THE ORGANIZATION ACCRUES THIS COMPENSATION BASED ON THE VESTING SCHEDULE. 2) KATHLEEN REGAN, MEREDITH REESE, AND JAYNE DIORKA RECEIVED PAYMENTS IN 2024 FROM PREVIOUSLY AWARDED SERP AMOUNTS. 3) TONIA HAYES RECEIVED A SEVERANCE PAYMENT IN 2024. 4) KATHLEEN REGAN, MEREDITH REESE, AND MARY VOGT RECEIVED PAYMENTS IN 2024 FROM PREVIOUSLY AWARDED RETENTION BONUSES IN 2023. X 54114 FMV X AUCTION ITEMS 0 64020 FAIR VALUE X WISH LIST 0 62579 FAIR VALUE X GIFT CARDS 0 2000 FAIR VALUE 0 1 0 FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERS OF THE CORPORATION SHALL BE THE PROVINCIAL, THE COUNCIL, AND THE PROVINCIAL TREASURER OF THE SISTERS OF THE GOOD SHEPHERD PROVINCE OF MID-NORTH AMERICA. FORM 990, PART VI, SECTION A, LINE 7A THE BYLAWS OF VISTA MARIA HAVE RESERVED THE POWERS OF THE MEMBERS TO ELECT OR REMOVE WITH OR WITHOUT CAUSE THE OFFICERS AND DIRECTORS OF THIS CORPORATION. FORM 990, PART VI, SECTION A, LINE 7B CERTAIN DECISIONS REQUIRE APPROVAL BY MEMBERS PER RESERVED POWERS OUTLINED IN THE ARTICLES OF INCORPORATION AND THE BYLAWS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PRESENTED TO THE AUDIT COMMITTEE FOR THEIR REVIEW, COMMENT, AND SUBSEQUENT APPROVAL BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C VISTA MARIA MANAGEMENT HAS PUT IN PLACE PROCESSES WITH THE DIRECTORS AND ADVISORS TO ANNUALLY REVIEW THE CONFLICT AND CONFIDENTIALITY POLICY. IN ADDITION, WHEN NEW MEMBERS COME ON THE BOARD, THEY ALSO REVIEW THE CONFLICT AND CONFIDENTIALITY POLICY. IF ANY CONFLICT IS DETERMINED BY THE BOARD, THEN THE BOARD CHAIR AND CEO WOULD DETERMINE THE APPROPRIATE ACTION NECESSARY UNDER THE GUIDELINES OF THE POLICY SUCH AS ABSTAIN FROM VOTING OR LEAVE THE ROOM DURING DISCUSSIONS. FORM 990, PART VI, SECTION B, LINE 15 BOARD OF DIRECTORS REVIEW AND APPROVES CEO SALARY. COMPENSATION SURVEY PERFORMED. FORM 990, PART VI, SECTION C, LINE 19 MADE AVAILABLE TO THE PUBLIC UPON A WRITTEN REQUEST MAILED TO MS. KATHLEEN REGAN, CHIEF EXECUTIVE OFFICER, 20651 WEST WARREN AVENUE, DEARBORN HEIGHTS, MI 48127 PART XII LINE 2C THE ORGANIZATION HAS NOT CHANGED THE OVERSIGHT PROCESS FOR THE AUDIT OF ITS FINANICAL STATEMENTS OR SELECTION PROCESS OF AN INDEPENDENT ACCOUNTANT DURING THE TAX YEAR. GOOD SHEPHERD GRACENTER OF SAN FRANCISCO 1310 BACON STREET SAN FRANCISCO CA 94134 941156670 RECOVERY HOUSING CA 501(C)(3) LINE 7 0 THE GOOD SHEPHERD SHELTER OF LOS ANGELES 1143 OLIVETTE EXECUTIVE PARKWAY ST LOUIS MO 63132 951652906 WOMEN'S SHELTER CA 501(C)(3) LINE 7 0 GOOD SHEPHERD CORPORATION OF ATLANTA GEORGIA 2426 SHALLOWFORD TER ATLANTA GA 30341 582004775 IMMIGRANT/REFUGEE SVCS GA 501(C)(3) LINE 9 0 INSIGHT YOUTH AND FAMILY SERVICES 22390 W SEVEN MILE DETROIT MI 48219 383492157 CARE MAINTENANCE ORGANIZATION MI 501(C)(3) LINE 7 VISTA MARIA 1 VISTA AFFORABLE HOUSING 20651 WEST WARREN AVENUE DEARBORN HEIGHTS MI 48127 264271547 AFFORDABLE HOUSING MI 501(C)(3) VISTA MARIA 1 GOOD SHEPHERD CORPORATION PHILADELPHIA 1143 OLIVETTE EXECUTIVE PARKWAY ST LOUIS MO 63132 231365360 MEDIATION SERVICES PA 501(C)(3) LINE 7 0 GOOD SHEPHERD PROGRAMS OF ST LOUIS 1143 OLIVETTE EXECUTIVE PARKWAY ST LOUIS MO 63132 431452302 TRANSITIONAL HOUSING MO 501(C)(3) LINE 7 0 GOOD SHEPHERD YOUTH AND FAMILY SERVICES OF NE PA 1143 OLIVETTE EXECUTIVE PARKWAY ST LOUIS MO 63132 240795962 COMMUNITY SERVICES PA 501(C)(3) LINE 9 0 HOUSE OF THE GOOD SHEPHERD OF THE CITY OF BALTIMORE 1143 OLIVETTE EXECUTIVE PARKWAY ST LOUIS MO 63132 520608774 TREATMENT CENTER MO 501(C)(3) LINE 2 0 SISTERS OF THE GOOD SHEPHERD PROVIDENCE OF MID-NORTH ATLANTIC 1143 OLIVETTE EXECUTIVE PARKWAY ST LOUIS MO 63132 431867473 RELIGIOUS ORDER MO 501(C)(3) 0 SOGS PROVINCE OF MID-NORTH AMERICA FOUNDATION 1143 OLIVETTE EXECUTIVE PARKWAY ST LOUIS MO 63132 260045343 FNDN OF FORMER MINISTRIES MO 501(C)(3) 0 THE PELLETIER TRUST 1143 OLIVETTE EXECUTIVE PARKWAY ST LOUIS MO 63132 300106447 CARE OF ELDERLY SISTERS MO 501(C)(3) 0 CORA SERVICES INC 8540 VERREE ROAD PHILADELPHIA PA 19111 232323488 AT-RISK CHILDREN'S SERVICES PA 501(C)(3) LINE 7 0 HOUSE OF THE GOOD SHEPHERD OF MEMPHIS 190 S COOPER MEMPHIS TN 38104 620563294 ADULT LEARNING TN 501(C)(3) LINE 7 0 0 1 1 0 1 0 0 0 0 1 0 0 0 1 1 0 0 0 0 INSIGHT C 5500 ACTUAL COST INSIGHT O 86024 MANAGEMENT FEES INSIGHT E 161229 ACTUAL COST SISTERS OF THE GOOD SHEPHERD J 6000 ACTUAL COST SISTERS OF THE GOOD SHEPHERD N 10200 CONTRACTED FEE VISTA AFFORDABLE HOUSING B 212000 ACTUAL COST VISTA AFFORDABLE HOUSING O 6450 MANAGEMENT FEES VISTA AFFORDABLE HOUSING N 175032 ALLOCATION OF FACILITIES TO VAH