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St Francis Home of the Franciscan Missionary Sister of the I C Inc

 1718 W 6th St
 Santa Ana , CA 92703
[P] (714) 404-6104
[F] (714) 542-7924
www.st-francis-home.org
[email protected]
Sister Kathleen  McCuistion
FOUNDED: 1944
INCORPORATED: 1946
 Printable 1 Page Summary
 Printable Profile
Organization DBA --
Former Names --
Organization received a competitive grant from the community foundation in the past five years No
Employer Identification Number 95-6004849 00000

Summary


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Mission StatementMORE »

 St. Francis Home provides loving care for 60 elderly women by a holistic, enriched program

designed to enhance their physical, mental, emotional and spiritual wellness. As an assisted

living facility, the residents are given help with activities of daily living, and assistance in

obtaining medical, spiritual, and social services. All faiths and nationalities are welcome.

It has been run by the Franciscan Sisters since 1944.

Mission Statement

 St. Francis Home provides loving care for 60 elderly women by a holistic, enriched program

designed to enhance their physical, mental, emotional and spiritual wellness. As an assisted

living facility, the residents are given help with activities of daily living, and assistance in

obtaining medical, spiritual, and social services. All faiths and nationalities are welcome.

It has been run by the Franciscan Sisters since 1944.

FinancialsMORE »

Fiscal Year 2018
Projected Expenses $1,538,100.00
Projected Revenue $1,567,450.00

ProgramsMORE »

  • Basic Assisted Living

Revenue vs. Expense ($000s)

Expense Breakdown 2016 (%)

Expense Breakdown 2015 (%)

Expense Breakdown 2014 (%)

For more details regarding the organization's financial information, select the financial tab and review available comments.


Overview


Mission Statement

 St. Francis Home provides loving care for 60 elderly women by a holistic, enriched program

designed to enhance their physical, mental, emotional and spiritual wellness. As an assisted

living facility, the residents are given help with activities of daily living, and assistance in

obtaining medical, spiritual, and social services. All faiths and nationalities are welcome.

It has been run by the Franciscan Sisters since 1944.

Background Statement

 In 1926, five Sisters of St. Francis came to Texas, then Santa Barbara, and finally to Santa Ana to escape religious persecution in Mexico. St. Francis Home started caring for two women and it grew to 12 in 1944. They received a County license on March 24, 1944.   As time went on, the Home kept expanding, adding rooms, then buildings until it reached 66 at the present location in Santa Ana.  It includes a dining room, chapel, a craft room, and large TV room with piano and large dance floor area for entertainers. Two rooms are available as hair salons. 
 

Impact Statement

1. School & church groups come to entertain the ladies each Sunday afternoon.

2.  The ladies are not lonely with social  activities  in the TV room with songs & dances, Bingo, arts & crafts

      and by shared meals  together in the dining room.
 
3.  Spacious  & lovely grounds to walk around, plus directed physical exercises. 
4.  The grounds have been upgraded in the front entrance with new roses and in the backyard a walkway was put in   leading to a statue of St. Francis of Assisi. Some dead trees will be removed.
 
 
   

Needs Statement

 Since the Sisters wanted to serve the very poor,  they often have cared for poor ladies who could not pay the full amount of room fee. They need funds to help those ladies  also with their medical and dental bills and medication.  They need funds for general upkeep of the Home, such as, painting,  roof repair  (a big item), plunbing repairs, new furniture, etc. They need funds to provide personal items for the ladies in need. So the St. Francis Guild, a volunteer group, puts on two fundraisers a year to help with the needs of the Home. The neighborhood is not affluent, so the fundraisers are around $5 - 6,000.   Subsidize the poor ladies  at $ 30,000.  Roof repair can be close to $ 50,000. Renovate the Chapel: flooring, pews  amount has not been estimated yet. Chairs in the TV room need to be reupholstered at $60-100 each. Water flooding floor from hot water tank rupture-emergency repair. Dining room floor needs to be repaired also.  

 

CEO Statement

With the help of the St. Francis Guild, the Home looks very inviting.

Board Chair Statement

  The Guild tries to help make the Home look clean and attractive by freshly painting the hallways, putting in new flooring, and making other repairs. The exterior grounds have been upgraded this past year.  Tables with umbrellas allow the ladies to enjoy the fresh air.  The Sisters decorate the dining room according to the season of the year.

Other Ways to Donate/Volunteer

Mailing a check or bring to the Home, donate items for the ladies birthdays, volunteer with the Guild activities, bring a musical group, be a librarian, donate good Christmas items for the November Boutique.

Geographic Area Served

Central Orange County
West Orange County
North Orange County
Women from all over Orange County come to live at St. Francis Home.

Organization Categories

  1. Housing, Shelter - Senior Citizens' Housing, Retirement Communities
  2. Human Services - Supportive Housing for Older Adults
  3. -

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Programs


Basic Assisted Living

 St. Francis Home provides basic living needs of three meals and snacks daily, housekeeping, general laundry, medication management, hair styling, and assistance with daily activities in a 24/7 care and supervision of residents. All is within lovely gated grounds and garden. Catholic services are optional.  Activities of music and entertainment, movies, arts & crafts and group exercise encourage interaction among the residents.
Budget  $2,200.00
Category  Housing, General/Other Affordable Housing
Population Served Aging, Elderly, Senior Citizens Females
Program Short-Term Success  Families of residents are happy with the program  and stay on until they need more intense nursing care.  It is a happy place.
Program Long-Term Success 

The Franciscan Sisters have grown in the number of people serve since 1944.

They began with one house for two women  and now a building is two story with 60 -70 residents and Franciscan Sisters.
 

Program Success Monitored By    Often there is a waiting list.
Examples of Program Success  The Home has celebrated residents by 100 and plus birthdays.  They don't want to leave.

Management


CEO/Executive Director Sister Irma Padilla OSF
CEO Term Start July 2016
CEO Email [email protected]
CEO Experience --

Former CEOs and Terms

Name Start End
Sr. Veronica Villalpando OSF July 2014 July 2017
Sr. Elia Caro OSF July 2007 July 2014

Senior Staff

Name Title Experience/Biography
Sr. Luz Chavez OSF -- --

Awards

Award Awarding Organization Year
-- -- --

Affiliations

Affiliation Year
-- --

External Assessments and Accreditations

External Assessment or Accreditation Year
-- --

Collaborations

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Staff Information

Number of Full Time Staff 6
Number of Part Time Staff 14
Number of Volunteers 28
Number of Contract Staff 4
Staff Retention Rate % 80%
Staff Professional Development Yes

Staff Demographics

Ethnicity African American/Black: 0
Asian American/Pacific Islander: 0
Caucasian: 0
Hispanic/Latino: 20
Native American/American Indian: 0
Other: 0
Other (if specified): 0
Gender Female: 18
Male: 2
Not Specified 0

Plans & Policies

Organization has Fundraising Plan? --
Organization has Strategic Plan? --
Years Strategic Plan Considers --
Management Succession Plan No
Organization Policies And Procedures No
Business Continuity of Operations Plan No

Risk Management Provisions

Nondiscrimination Policy Yes
Whistle Blower Policy No
Document Destruction Policy No
Directors and Officers Insurance Policy No

Reporting and Evaluations

Management Reports to Board? No
CEO Formal Evaluation and Frequency -- N/A
Senior Management Formal Evaluation and Frequency -- N/A
Non Management Formal Evaluation and Frequency -- --

Government Licenses

Adult Care/Residential Facilities

CEO Comments

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Foundation Comments

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Governance


Board Chair Sister Catalina Avila OSF
Board Chair Company Affiliation Sisters of St. Francis
Board Chair Term July 2014 - July 2020
Board Co-Chair Sr. Sonia Rodriguez OSF
Board Co-Chair Company Affiliation Sisters of St. Francis
Board Co-Chair Term July 2014 - July 2020

Board Members

Name Company Affiliations Status
Sr. Catalina Avila OSF Sisters of St. Francis of the Immaculate Conception Voting
Sr. Elia Caro OSF Sisters of St. Francis of the Immaculate Conception Voting
Sr. Anna Frias OSF Sisters of St. Francis of the Immaculate Conception Voting
Sr. Imelda Marie Gallegos OSF Sisters of St. Francis of the Immaculate Conception Voting
Sr. Sonia Rodriguez OSF Sisters of St. Francis of the Immaculate Conception Voting
Sr. Veronica Sanchez II OSF Sisters of St. Francis of the Immaculate Conception Voting
Sr. Yolanda Yanez OSF Sisters of St. Francis of the Immaculate Conception Voting

Constituent Board Members

Name Company Affiliations Status
-- -- --

Youth Board Members

Name Company Affiliations Status
-- -- --

Additional Board Members and Affiliations

Name Company Affiliations Status
St. Francis Guild St. Francis Home Voting
Sr. Kathleen McCuistion CSJ St. Francis Home Voting

Board Demographics

Ethnicity African American/Black: 0
Asian American/Pacific Islander: 0
Caucasian: 0
Hispanic/Latino: 7
Native American/American Indian: 0
Other: --
Other (if specified): 0
Gender Female: 7
Male: 0
Not Specified 0

Board Information

Board Term Lengths 6
Board Term Limits 2
Board Meeting Attendance % 100%
Written Board Selection Criteria --
Written Conflict Of Interest Policy --
Percentage of Monetary Contributions --
Percentage of In-Kind Contributions --
Board Orientation Yes

CEO Comments

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Foundation Comments

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Standing Committees

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Financials


Revenue vs. Expense ($000s)

Expense Breakdown 2016 (%)

Expense Breakdown 2015 (%)

Expense Breakdown 2014 (%)

Fiscal Year Jan 01, 2018 to Dec 31, 2018
Projected Revenue $1,567,450.00
Projected Expenses $1,538,100.00
Form 990s

2016 Form 990

2015 Form 990

2014 Form 990

2013 Form 990

2012 Form 990

Audit Documents --
IRS Letter of Exemption

IRS Letter of Determination

Prior Three Years Total Revenue and Expense Totals

Fiscal Year 2016 2015 2014
Total Revenue $1,441,071 $1,498,521 $1,671,620
Total Expenses $1,268,832 $1,054,683 $1,193,839

Prior Three Years Revenue Sources

Revenue By Revenue Source
Fiscal Year 2016 2015 2014
Foundation and
Corporation Contributions
$67,517 $88,098 $0
Government Contributions $0 $0 $0
    Federal -- -- --
    State -- -- --
    Local -- -- --
    Unspecified $0 $0 $0
Individual Contributions -- -- --
Indirect Public Support $0 $0 $0
Earned Revenue $1,356,454 $1,403,267 $1,540,531
Investment Income, Net of Losses $17,100 $7,156 $9,640
Membership Dues $0 $0 $0
Special Events $0 $0 $0
Revenue In-Kind $0 $0 $121,449
Other $0 $0 $0

Prior Three Years Expense Allocations

Expense By Type
Fiscal Year 2016 2015 2014
Program Expense $748,753 $632,809 $716,303
Administration Expense $520,079 $421,874 $477,536
Fundraising Expense $0 $0 $0
Payments to Affiliates $0 $0 $0
Total Revenue/Total Expenses 1.14 1.42 1.40
Program Expense/Total Expenses 59% 60% 60%
Fundraising Expense/Contributed Revenue 0% 0% nan%

Prior Three Years Assets and Liabilities

Assets and Liabilities
Fiscal Year 2016 2015 2014
Total Assets $5,180,711 $5,000,630 $4,584,147
Current Assets $2,235,658 $2,055,926 $1,639,123
Long-Term Liabilities $0 $0 $0
Current Liabilities $141,400 $133,557 $160,912
Total Net Assets $5,039,312 $4,867,073 $4,423,235

Short Term Solvency

Fiscal Year 2016 2015 2014
Current Ratio: Current Assets/Current Liabilities 15.81 15.39 10.19

Long Term Solvency

Fiscal Year 2016 2015 2014
Long-term Liabilities/Total Assets 0% 0% 0%
Endowment Value --
Spending Policy N/A
Percentage(If selected) --
Are you currently in a Capital Campaign? No
Capital Campaign Purpose --
Campaign Goal --
Capital Campaign Dates -
Capital Campaign Raised-to-Date Amount --
Capital Campaign Anticipated in Next 5 Years? No

CEO Comments

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Foundation Comments

Summary financial data is per the audited financial statements and Form 990s and consultation with the organization. Foundation/corporate and individual contributions are combined under Foundation and Corporation Contributions.

Documents


Other Documents

No Other Documents currently available.