2021-06-30T19:29:55-05:00 2020-12-31 390859910 BAKER TILLY US LLP 135 MAIN STREET 9TH FLOOR SAN FRANCISCO CA 94105 990 2020-01-01 941156552 LITTLE SISTERS OF THE POOR HOME FOR THE AGED LITT 4157516510 300 LAKE ST SAN FRANCISCO CA 941181397 SR THERESA ROBERTSON PRESIDENT 4157516510 2021-06-11 1 SR THERESA ROBERTSON 999009999 JOUA LO P01225144 4157812500 2021-06-10 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z ST ANNE'S HOME SR THERESA ROBERTSON 300 LAKE ST SAN FRANCISCO CA 941181397 8382153 0 X WWW.LITTLESISTERSOFTHEPOORSANFRANCISCO.ORG X 1901 CA LITTLE SISTERS OF THE POOR CARE FOR THE ELDERLY POOR IN THE SPIRIT OF HUMBLE SERVICE WHICH WAS RECEIVED FROM JEANNE JUGAN. THEY WELCOME THE ELDERLY AS WOULD JESUS CHRIST HIMSELF AND SERVE THEM WITH LOVE AND RESPECT UNTIL DEATH. 3 3 101 17 0 0 1942558 3014693 4853929 5364744 1158 474 414808 2242 7212453 8382153 550000 300000 0 0 4842083 4556756 0 0 129439 2470347 3297663 7862430 8154419 -649977 227734 14880536 15600595 353825 510834 14526711 15089761 X THE LITTLE SISTERS OF THE POOR OPERATE ST. ANNE'S HOME, WHICH PROVIDES NURSING AND RESIDENTIAL CARE FOR THE NEEDY ELDERLY. THE HOME IS PART OF THE INTERNATIONAL CONGREGATION OF THE LITTLE SISTERS OF THE POOR, WHICH WAS FOUNDED IN FRANCE IN 1839 AND SERVES THE ELDERLY IN 32 COUNTRIES. 0 0 7093237 300000 5364744 DURING 2020, THE FACILITY WAS LICENSED FOR 46 SKILLED NURSING CARE AND 41 COMMUNITY CARE BEDS. THE HOME IS OPERATED BY THE LITTLE SISTERS OF THE POOR, AN ORDER OF ROMAN CATHOLIC NUNS. THE HOME SERVED 76 RESIDENTS. 7093237 1 1 0 0 0 0 0 0 1 0 1 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 16 0 1 101 1 0 0 0 0 0 0 0 0 0 0 0 0 X 3 3 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X SR THERESA ROBERTSON PRESIDENT 4157516510 300 LAKE STREET SAN FRANCISCO CA 94118 X SISTER THERESA ROBERTSON PRESIDENT 56.00 X X 0 0 0 SISTER PAUL JONES VICE PRESIDENT 56.00 X X 0 0 0 SISTER CECILIA WONG SECRETARY AND TREASURER 56.00 X X 0 0 0 0 0 0 0 0 0 0 UNIDINE CORPORATION PO BOX 102289 ATLANTA GA 30368 CONTRACTED DIETARY SERVICE 868160 CITY BUILDING INC 212 N SAN MATEO DRIVE SAN MATEO CA 94401 CONSTRUCTION SERVICE/CHAPEL PROJECT 577788 ANDERSON ROWE & BUCKLEY INC 2833 THIRD STREET SAN FRANCISCO CA 94107 MECHANICAL CONTRACTORS/EXHAUST FAN REPLA 126360 MONTGOMERY CORPORATION 2262 CHAPMAN LANE PETALUMA CA 94952 CONSULTATIONS, INSPECTIONS FOR ALL PROJE 110982 4 241700 2772993 99833 3014693 SKILLED NURSING CARE 623000 4230175 4230175 CONTRACTUAL ADJUSTMENT 623000 519601 519601 COMMUNITY CARE 623000 487791 487791 MANAGEMENT CARE & RESI 623000 127177 127177 5364744 474 474 MISCELLANEOUS INCOME 623000 2242 2242 2242 8382153 5364744 0 2716 X 300000 300000 3541409 3116365 367302 57742 102390 89878 10812 1700 631778 554578 66712 10488 281179 246820 29691 4668 61400 61400 1211503 1043231 160015 8257 13215 7281 5934 452778 324139 106209 22430 23458 22493 879 86 263527 252694 9879 954 7516 7516 885306 848911 33188 3207 61641 59107 2311 223 STATE ASSESSMENTS 230169 230169 MISCELLANEOUS EXPENSES 87150 4852 68548 13750 8154419 7093237 931743 129439 575 575 5151541 4848433 401369 847842 854817 666496 29314 32025 26919117 20931217 5634112 5987900 2808808 3217324 14880536 15600595 321567 459534 32258 51300 353825 510834 X 10561750 10285155 3964961 4804606 14526711 15089761 14880536 15600595 X 227734 335316 X 0 1 X 1 0 X 2670684 1314756 2582566 1942558 3014693 11525257 2670684 1314756 2582566 1942558 3014693 11525257 650727 10874530 1141 792 1402 1158 474 4967 6027 3324 2242 11593 11541817 27514771 0.94220 0.94520 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2018 AMOUNT: $ 6,027. 2019 AMOUNT: $ 3,324. 2020 AMOUNT: $ 2,242. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 37500 37500 23156255 18340551 4815704 3396298 2268817 1127481 329064 321849 7215 5987900 RECEIVABLE FROM CHARITABLE REMAINDER TRUSTS 3144124 DEPOSIT 73200 3217324 X 8717469 335316 335316 8382153 0 8382153 8154419 0 8154419 0 8154419 PART IV, LINE 2B: THIS ACCOUNT IS MONIES HELD FOR THE RESIDENTS THAT ARE UNABLE TO MANAGE THEIR OWN FINANCES. PART X, LINE 2: NO PROVISION HAS BEEN MADE FOR FEDERAL INCOME TAXES OR STATE FRANCHISE TAXES BECAUSE THE HOME IS EXEMPT FROM SUCH TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND CALIFORNIA BANK AND CORPORATION CODE SECTION 23701D, RESPECTIVELY. EACH YEAR, MANAGEMENT CONSIDERS WHETHER ANY MATERIAL TAX POSITION THE HOME HAS TAKEN IS MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPLICABLE TAXING AUTHORITY. MANAGEMENT BELIEVES THAT ANY POSITIONS THE HOME HAS TAKEN ARE SUPPORTED BY SUBSTANTIAL AUTHORITY AND, HENCE DO NOT NEED TO BE MEASURED OR DISCLOSED IN THESE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF CHARITABLE REMAINDER TRUST 335,316. 1 LITTLE SISTERS OF THE POOR CHICAGO PROVINCE INC 80 W NORTHWEST HIGHWAY PALATINE IL 60067 510187829 501(C)(3) 300000 PROGRAM SUPPORT 1 0 PART I, LINE 2: THE ORGANIZATION ONLY PROVIDES SUPPORT TO THE CHICAGO PROVINCE WHICH IS RELATED TO THE ORGANIZATION. X 32626 FMV X 1 67207 FMV 0 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B BEFORE SUBMISSION TO THE IRS, THE PREPARER PROVIDED EACH MEMBER OF THE BOARD OF DIRECTORS AND THE DEVELOPMENT OFFICE DIRECTOR A FINAL DRAFT OF THE RETURN, REVIEWED THE ORGANIZATIONS ACTIVITIES AND INFORMED THEM OF TAX LAWS PERTAINING TO LITTLE SISTERS OF THE POOR. THIS PROCESS ENSURES LITTLE SISTERS OF THE POOR MEETS ALL NECESSARY REQUIREMENTS. FORM 990, PART VI, SECTION B, LINE 12C DIRECTORS, OFFICERS, AND ALL EMPLOYEES WHO INFLUENCE THE ACTIONS OF LITTLE SISTERS OF THE POOR ARE COVERED UNDER THE POLICY. CONFLICT OF INTEREST MAY BE DEFINED AS AN INTEREST, DIRECTLY OR INDIRECTLY WITH ANY PERSONS OR FIRMS INVOLVED WITH LITTLE SISTERS OF THE POOR. TRANSACTIONS WITH PARTIES WITH WHOM A CONFLICTING INTEREST EXISTS MAY BE UNDERTAKEN ONLY IF THE CONFLICTING INTEREST IS FULLY DISCLOSED. THE PERSON WITH THE CONFLICT OF INTEREST IS EXCLUDED FROM THE DISCUSSION AND APPROVAL OF SUCH TRANSACTION. A COMPETITIVE BID OR COMPARABLE VALUATION IS PRESENTED AND THE BOARD OR A DULY CONSTITUTED COMMITTEE THEREOF DETERMINE WHETHER THE TRANSACTION IS IN THE BEST INTEREST OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE BOARD MEMBERS, CEO'S AND EMPLOYEES IS BASED ON REASONABLE COMPENSATION THAT WOULD BE PAID FOR LIKE SERVICES BY LIKE ENTERPRISES UNDER LIKE CIRCUMSTANCES. THE OFFICERS, DIRECTORS AND TRUSTEES ARE MEMBERS OF THE CONGREGATION OF THE LITTLE SISTERS OF THE POOR AND TAKE A VOW OF POVERTY RENDERING THEM INELIGIBLE FOR COMPENSATION BENEFITS. FORM 990, PART VI, SECTION C, LINE 19 UPON APPOINTMENT, THE GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY AND THE FINANCIAL STATEMENTS CAN BE REVIEWED ON SITE OR BY A REQUEST IN WRITING. THE INFORMATION WILL BE DISTRIBUTED ACCORDINGLY. FORM 990, PART IX, LINE 11G CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 1,001,525. MANAGEMENT AND GENERAL EXPENSES 83,215. FUNDRAISING EXPENSES 8,257. TOTAL EXPENSES 1,092,997. CONSULTANTS: PROGRAM SERVICE EXPENSES 41,706. MANAGEMENT AND GENERAL EXPENSES 76,800. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 118,506. FORM 990, PART XI, LINE 9: CHARITABLE REMAINDER TRUST CHANGE IN VALUE 335,316. LITTLE SISTERS OF THE POOR CHICAGO PROVINCE INC 80 W NORTHWEST HIGHWAY PALATINE IL 60067 510187829 PROVIDE ADMINISTRATIVE AND SPRIRITUAL GUIDANCE AND FINANCIAL SUPPORT IL 501(C)(3) 509(A)(1) N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0