2026-07-14T17:58:43-05:00 2025-08-31 410746749 CLIFTONLARSONALLEN LLP 220 S 6TH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2024-09-01 742755828 BAPTIST HOME ASSOCIATION OF THE ROCKY BAPT 9522531459 14850 SCENIC HEIGHTS ROAD 125 EDEN PRAIRIE MN 55344 LARS JOHNSON TREASURER & CFO 9522531459 2026-07-14 1 0 JOHN MELZAREK P02080879 6123764500 2026-07-13 2024 2025-03-06 01:10:19Z ANNETTE GREELY 14850 SCENIC HEIGHTS ROAD 125 EDEN PRAIRIE MN 55344 25183730 1 1 2519 X WWW.ABHOMES.NET X 1949 CO TO PROVIDE NURSING HOME CARE AND HOUSING TO LOW INCOME, ELDERLY AND DISABLED PERSONS. 14 13 434 57 0 0 24320 26075 24870602 24828904 23216 83506 221992 245245 25140130 25183730 0 0 0 0 15281280 16851685 0 0 0 11678500 11581389 26959780 28433074 -1819650 -3249344 24215009 21142686 37329916 37534618 -13114907 -16391932 TO PROVIDE NURSING HOME CARE AND HOUSING TO LOW INCOME, ELDERLY AND DISABLED PERSONS. 0 0 25616510 0 24828904 BAPTIST HOMES ASSOCIATION OF THE ROCKY MOUNTAINS HAS BEEN PROVIDING MISSION CENTERED SENIOR HEALTHCARE SERVICES THROUGHOUT OUR MIDWEST SENIOR LIVING COMMUNITIES FOR OVER 75 YEARS. EACH UNIQUE COMMUNITY OFFERS AN ARRAY OF SENIOR HOUSING AND HEALTH CARE OPTIONS, RANGING FROM INDEPENDENT LIVING APARTMENTS TO ASSISTED LIVING, MEMORY CARE, POST-ACUTE REHABILITATION, AND SKILLED NURSING CARE. OUR GOAL IS TO PROMOTE AN ACTIVE, ENGAGING AND INDEPENDENT LIFESTYLE FOR THOSE WE SERVE. 25616510 1 1 0 0 0 0 0 0 1 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 434 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 13 0 1 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 CO X LARS JOHNSON - CHIEF FINANCIAL OFFICER 9522531459 14850 SCENIC HEIGHTS ROAD 125 EDEN PRAIRIE MN 55344 ANNETTE GREELY PRESIDENT & CEO 1.00 39.00 X X 0 252643 68063 DEBBIE SETLOCK BOARD CHAIR 1.00 4.00 X X 0 0 0 JANIS BERRY TRUSTEE 1.00 4.00 X 0 0 0 MARSHA DENNISTON TRUSTEE 1.00 4.00 X 0 0 0 ASHLEY FORD TRUSTEE 1.00 4.00 X 0 0 0 JAMES JOHNSON TRUSTEE (THRU 12/24) 1.00 4.00 X 0 0 0 GEORGE KILLIAN TRUSTEE 1.00 4.00 X 0 0 0 GREG MAMULA TRUSTEE 1.00 4.00 X 0 0 0 RUTH NEIMAN TRUSTEE 1.00 4.00 X 0 0 0 KYLE NORDINE TRUSTEE 1.00 4.00 X 0 0 0 TIM O'BRIEN TRUSTEE (THRU 5/25) 1.00 4.00 X 0 0 0 DAVE RUSSELL TRUSTEE 1.00 4.00 X 0 0 0 ROBIN STOOPS TRUSTEE 1.00 4.00 X 0 0 0 BRUCE VAN DER BEEK TRUSTEE 1.00 4.00 X 0 0 0 BRUCE WHITAKER BOARD CHAIR (THRU 12/24) 1.00 4.00 X 0 0 0 TOM WILES TRUSTEE 1.00 4.00 X 0 0 0 JANET WOLFE TRUSTEE 1.00 4.00 X 0 0 0 LARS JOHNSON CFO & TREASURER 1.00 39.00 X 0 195371 31629 ANDREA BLATNIK SECRETARY & VP OF HUMAN RESOURCES 1.00 39.00 X 0 158617 30872 PARVEEN PATHAK LPN 40.00 0.00 X 0 164067 49079 TAMIKA ATKINS ASSISTED LIVING ADMINISTRATOR 40.00 0.00 X 0 143036 30750 MARIA WOLANIN CNA 40.00 0.00 X 0 148481 10662 TAMIRAT TEFERI RN 40.00 0.00 X 0 133641 0 RUTH BEDJAKA BEBE RN 40.00 0.00 X 0 126612 10662 0 1322468 231717 15 0 1 0 KARE TECHNOLOGIES PO BOX 4738 HOUSTON TX 772104738 STAFFING 1579465 SELECT REHABILITATION LLC PO BOX 71985 CHICAGO IL 606941985 REHABILITATION SERVICES 302678 FUNCTIONAL PATHWAYS OF TENNESEE PO BOX 5340 SIOUX FALLS SD 57117 REHABILITATION SERVICES 173726 STATUS SOLUTIONS LLC 999 CTY LINE RD W WESTERVILLE OH 430827237 CALL SYSTEMS 135000 4 10000 16075 26075 RESIDENT SERVICES 623000 24828904 24828904 24828904 83506 83506 MISCELLANEOUS 900099 227588 227588 TRANSPORTATION 480000 13056 13056 MEALS 900099 4601 4601 245245 25183730 24828904 0 328751 14372039 14344154 27885 71233 71105 128 1305365 1303015 2350 1103048 1101063 1985 1257100 1257100 152216 152216 14375 14375 17968 17968 2601432 2168173 433259 211547 211547 577920 415991 161929 5529 5529 890283 827313 62970 106912 106912 32147 32147 1549161 1503306 45855 1172344 1137643 34701 933475 905844 27631 FOOD 802858 802858 MEDICAL SUPPLIES 550678 550678 PHARMACY 265907 265907 BAD DEBT EXPENSES 171498 171498 268039 219460 48579 28433074 25616510 2816564 0 3025 3025 2142615 1470559 47587 70749 33220956 21748754 12298377 11472202 423759 397814 9299646 7728337 24215009 21142686 1030128 1133202 10000 0 23584111 23581991 34803 37802 12670874 12781623 37329916 37534618 X -13115407 -16391932 500 0 -13114907 -16391932 24215009 21142686 -3249344 13788 -41469 0 X X 0 1 X 1 0 X 966637 1234683 14728 24320 26075 2266443 20971909 21891677 22693023 24870602 24828904 115256115 21938546 23126360 22707751 24894922 24854979 117522558 0 0 0 117522558 34987 36628 59084 64925 83506 279130 34987 36628 59084 64925 83506 279130 102570 59309 144852 221992 245245 773968 22076103 23222297 22911687 25181839 25183730 118575656 0.99110 0.99290 0.00240 0.00210 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2020 AMOUNT: $ 72,067. 2021 AMOUNT: $ 36,709. 2022 AMOUNT: $ 128,174. 2023 AMOUNT: $ 209,285. 2024 AMOUNT: $ 227,588. INSURANCE PROCEEDS - BEAUTY - 2020 AMOUNT: $ 22,781. 2021 AMOUNT: $ 10,749. 2022 AMOUNT: $ 7,106. 2023 AMOUNT: $ 566. 2024 AMOUNT: $ 0. MEALS - 2020 AMOUNT: $ 5,074. 2021 AMOUNT: $ 3,238. 2022 AMOUNT: $ 2,829. 2023 AMOUNT: $ 5,241. 2024 AMOUNT: $ 4,601. TRANSPORTATION - 2020 AMOUNT: $ 2,648. 2021 AMOUNT: $ 8,613. 2022 AMOUNT: $ 6,743. 2023 AMOUNT: $ 6,900. 2024 AMOUNT: $ 13,056. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 158322 158322 24966253 14991900 9974353 723022 635050 87972 7368704 6117149 1251555 4655 4655 0 11472202 BOND FUNDS 1232758 DUE FROM RELATED PARTIES 6457777 RESIDENT TRUST FUNDS 37802 7728337 ASSET RETIREMENT OBLIGATION 87655 DUE TO RELATED PARTY 12693968 12781623 X PART IV, LINE 2B: THE ORGANIZATION HOLDS IN TRUST SECURITY DEPOSITS ADVANCED BY TENANTS OF THE PROJECTS, IN CASE OF RENTAL DAMAGES. TENANTS RECEIVE THEIR FUNDS, WITH INTEREST AND LESS ANY COSTS OF REPAIR, WHEN THEIR TENANCY CEASES. PART X, LINE 2: THE ORGANIZATION FOLLOWS THE STANDARD FOR CONTINGENCIES IN EVALUATING THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS. THIS STANDARD PRESCRIBES RECOGNITION AND MEASUREMENT OF TAX PROVISIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. THE ORGANIZATION'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE, AND LOCAL AUTHORITIES. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR EXCISE OR OTHER TAXES. 0 0 0 1 0 0 0 0 0 ANNETTE GREELY PRESIDENT & CEO 0 252643 0 0 0 0 0 20348 0 47715 0 320706 0 0 LARS JOHNSON CFO & TREASURER 0 195371 0 0 0 0 0 30500 0 1129 0 227000 0 0 PARVEEN PATHAK LPN 0 164067 0 0 0 0 0 16773 0 32306 0 213146 0 0 ANDREA BLATNIK SECRETARY & VP OF HUMAN RESOURCES 0 157017 0 1600 0 0 0 30500 0 372 0 189489 0 0 TAMIKA ATKINS ASSISTED LIVING ADMINISTRATOR 0 143036 0 0 0 0 0 0 0 30750 0 173786 0 0 MARIA WOLANIN CNA 0 148481 0 0 0 0 0 0 0 10662 0 159143 0 0 PART I, LINE 3 THE COMPENSATION OF THE PRESIDENT & CEO OF BAPTIST HOME ASSOCIATION OF THE ROCKY MOUNTAINS AFFILIATES IS DETERMINED BY AMERICAN BAPTIST HOMES OF THE MIDWEST, A RELATED ORGANIZATION. THE FOLLOWING WERE USED BY AMERICAN BAPTIST HOMES OF THE MIDWEST TO DETERMINE THE PRESIDENT & CEO'S COMPENSATION: 1. COMPENSATION COMMITTEE 2. INDEPENDENT COMPENSATION CONSULTANT 3. WRITTEN EMPLOYMENT CONTRACT 4. COMPENSATION SURVEY OR STUDY 5. APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE PART I, LINE 5 BONUSES ARE PAID OUT TO DIRECTORS AT THE INDIVIDUAL COMMUNITIES IF THEIR FINANCIAL PERFORMANCE DURING THE YEAR EXCEEDS THE BUDGET. A COLORADO HEALTH FACILITIES AUTHORITY 840752932 19648AQ99 2013-12-30 10739342 FACILITIES' REMODEL & ADDITIONS 0 0 0 B COLORADO HEALTH FACILITIES AUTHORITY 840752932 19648A5R2 2016-01-22 1037165 FACILITIES' REMODEL & ADDITIONS 0 0 0 C WISCONSIN HEALTH AND EDUCATIONAL FACILITIES AUTHORITY 391333785 97712DZF6 2017-09-14 14993758 REFUND BONDS ISSUED ON 8/1/07 0 0 0 A 225600 10739342 2820407 450188 214787 8545167 2015 0 0 1 1 B 131775 1037165 222016 41803 20743 894200 2017 0 0 1 1 C 3480270 14993758 1181565 281450 13847500 2017 1 1 1 1 A 0 1 0 0 0.00000 0.00000 0.00000 0 0 1 B 0 1 0 0 0.00000 0.00000 0.00000 0 0 1 C 0 1 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 0 1 0 0 0 0 0 B 0 0 0 1 0 0 0 0 0 C 0 0 0 1 0 0 0 0 0 A 1 B 1 C 1 DATE REBATE COMPUTATION PERFORMED ISSUER NAME: COLORADO HEALTH FACILITIES AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 11/06/2023 ISSUER NAME: COLORADO HEALTH FACILITIES AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 02/01/2025 ISSUER NAME: WISCONSIN HEALTH AND EDUCATIONAL FACILITIES AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 08/29/2022 FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION DELEGATES CONTROL OVER MANAGEMENT DUTIES TO AMERICAN BAPTIST HOMES OF THE MIDWEST. THE TOTAL MANAGEMENT FEES PAID FOR FY 2025 WERE $1,257,100 FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER OF THE ORGANIZATION IS BAPTIST HOME ASSOCIATION OF THE ROCKY MOUNTAINS. FORM 990, PART VI, SECTION A, LINE 7A THE SOLE MEMBER APPOINTS ALL MEMBERS OF THE BOARD OF TRUSTEES. THE PRESIDENT OF THE SOLE MEMBER IS ALSO A VOTING TRUSTEE OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7B THE POWERS, DUTIES, AND RIGHTS RESERVED TO THE MEMBER SHALL BE, BUT ARE NOT LIMITED TO, THE FOLLOWING: A. THE ADOPTION OR AMENDMENT OF MISSION, PHILOSOPHY AND PURPOSE STATEMENTS OF THIS CORPORATION AND ITS SUBSIDIARY CORPORATIONS; B. AMENDMENT, REVISION OR RESTATEMENT OF THE ARTICLES OF INCORPORATION OR BY-LAWS OF THIS CORPORATION AND ANY SUBSIDIARY CORPORATIONS; C. MERGER OR CONSOLIDATION OF THIS CORPORATION OR ANY OF ITS SUBSIDIARY CORPORATIONS, INTO OR WITH ANY OTHER CORPORATION OR ASSOCIATION, AND THE DISSOLUTION OR OTHERWISE WINDING UP OF THE AFFAIRS OF THIS CORPORATION AND/OR ITS SUBSIDIARY CORPORATIONS; D. SALE, LEASE, EXCHANGE, PLEDGE, ENCUMBRANCE OR OTHER DISPOSITION OF ALL, OR SUBSTANTIALLY ALL, OF THIS CORPORATION'S ASSETS OR THE ASSETS OF ANY OF ITS SUBSIDIARY CORPORATIONS; E. THE ESTABLISHMENT OR INCORPORATION OF ANY NEW ENTITIES, ORGANIZATIONS, OR ASSOCIATIONS OF THIS CORPORATION OR ANY OF ITS SUBSIDIARY CORPORATIONS; F. THE INCURRING OF LONG-TERM DEBT (DEBT WHICH WILL NOT BE TOTALLY REPAID WITHIN A PERIOD OF 12 MONTHS FROM THE DATE SUCH DEBT IS FIRST INCURRED) BY THIS CORPORATION OR ANY OF ITS SUBSIDIARIES IN AMOUNTS IN EXCESS OF THOSE LIMITS ESTABLISHED BY THE CORPORATE MEMBER; G. THE ELECTION OR REMOVAL, WITH OR WITHOUT CAUSE, OF TRUSTEES OF THIS CORPORATION. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY THE ORGANIZATION'S PUBLIC ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY THE ORGANIZATION'S MANAGEMENT. ONCE A DRAFT OF THE FILING BECAME AVAILABLE, THE FINANCE COMMITTEE OF AMERICAN BAPTIST HOMES OF THE MIDWEST REVIEWED THE FORM 990 AT THEIR QUARTERLY MEETING PRIOR TO FILING. THEY RECEIVED COPIES OF THE DRAFT AND THE DETAIL WAS REVIEWED AT THAT TIME. COPIES OF THE 990 WERE THEN PROVIDED TO THE BOARD MEMBERS OF BAPTIST HOME ASSOCIATION OF THE MIDWEST - AFFILIATES. FORM 990, PART VI, SECTION B, LINE 12C A CONFLICT OF INTEREST FORM IS SIGNED BY ALL BOARD TRUSTEES, ADMINISTRATORS, HOME OFFICE DIRECTORS AND VICE PRESIDENTS. AT THAT TIME, ANY POTENTIAL CONFLICT OF INTEREST IS NOTED ON THE FORM. THE INFORMATION IS GIVEN TO THE CEO, BOARD PRESIDENT AND AUDIT COMMITTEE CHAIR. AT THAT TIME, ANY POTENTIAL CONFLICTS ARE REVIEWED. IF A CONFLICT EXISTS, THE CONFLICTED INDIVIDUAL EITHER HAS TO CORRECT THE CONFLICT OF INTEREST OR MUST ABSTAIN FROM PARTICIPATION REGARDING THE CONFLICT OF INTEREST TOPIC. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS HAS A MANAGEMENT REVIEW COMMITTEE THAT REVIEWS THE CEO'S COMPENSATION. THE COMMITTEE DETERMINES ANY COMPENSATION ADJUSTMENTS TO THE CEO. THE CEO, EXECUTIVE DIRECTORS AND OTHER TOP MANAGEMENT POSITIONS ARE COMPARED TO THE MOST RECENT CEMO STUDY TO DETERMINE HOW THEIR COMPENSATION COMPARES TO PEER ORGANIZATIONS. THIS PROCESS LAST INCLUDED REVIEW AND APPROVAL BY INDEPENDENT PERSONS, COMPARABILITY DATA AND CONTEMPORANEOUS SUBSTANTIATION IN 2025. THE CEO DETERMINES ANY COMPENSATION ADJUSTMENTS TO THE SENIOR MANAGEMENT. THIS PROCESS LAST INCLUDED REVIEW AND APPROVAL BY INDEPENDENT PERSONS, COMPARABILITY DATA AND CONTEMPORANEOUS SUBSTANTIATION IN 2025 FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT AVAILABLE TO THE PUBLIC. FORM 990, PART XII, LINE 2C THE PROCESS FOR THE OVERSIGHT OF THE AUDIT AND SELECTION OF AN ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. AMERICAN BAPTIST HOMES OF THE MIDWEST 14850 SCENIC HEIGHTS ROAD 125 EDEN PRAIRIE MN 55344 410706155 HOUSING AND CARE FOR THE ELDERLY MN 501(C)(3) 10 N/A 0 AMERICAN BAPTIST HOMES OF THE MIDWEST FOUNDATION 14850 SCENIC HEIGHTS ROAD 125 EDEN PRAIRIE MN 55344 411803304 PHILANTHROPY MN 501(C)(3) 12A, 1 ABHM 0 RESIDENCES AT FRANKLIN PARK INC 14850 SCENIC HEIGHTS ROAD 125 EDEN PRAIRIE MN 55344 840630940 HOUSING FOR LOW-INCOME SENIORS CO 501(C)(4) N/A ABHM BHARM 0 BAPTIST HOME ASSOCIATION OF THE ROCKY MOUNTAINS 14850 SCENIC HEIGHTS ROAD 125 EDEN PRAIRIE MN 55344 840528764 HOUSING AND CARE FOR THE ELDERLY CO 501(C)(3) 10 ABHM 0 THE CROSSINGS AT TUDOR OAKS 14850 SCENIC HEIGHTS ROAD 125 EDEN PRAIRIE MN 55344 203346875 INACTIVE MN 501(C)(3) 10 ABHM 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0