2024-08-14T09:35:51-05:00 2023-09-30 410746749 CLIFTONLARSONALLEN LLP 2689 COMMERCE DRIVE NW SUITE 201 ROCHESTER MN 55901 990 2022-10-01 410847708 ST JOHN'S LUTHERAN HOME STJO 5073738226 901 LUTHER PLACE ALBERT LEA MN 56007 JEFF BREDT CFO 5073738226 2024-08-13 1 0 KATHERINE LUTZKE CPA P01760889 5072802300 2024-08-13 2022 2024-08-08 14:25:15Z ST JOHN'S LUTHERAN COMMUNITY JEFF BREDT 901 LUTHER PLACE ALBERT LEA MN 56007 18980197 0 9386 X WWW.STJOHNSOFALBERTLEA.ORG X 1957 MN ST. JOHN'S LUTHERAN HOME OFFERS A CHRISTIAN SETTING WHICH MINISTERS TO THE NEEDS OF THE AGING. 10 10 379 15 20370 0 1634028 3546496 13916231 15285570 72076 114691 72401 33440 15694736 18980197 0 0 0 0 9956314 8930175 0 0 0 7589461 9086444 17545775 18016619 -1851039 963578 43216872 44232225 38945736 39104915 4271136 5127310 TO PROVIDE PHYSICAL, EMOTIONAL, SOCIAL AND CHRISTIAN CARE FOR ALL PEOPLE, WITH DIGNITY AND RESPECT, IN AN ENVIRONMENT OF GOD'S GRACE. 0 0 15910402 0 15265200 ST JOHN'S LUTHERAN HOME WAS ORGANIZED FOR THE PURPOSE OF BUILDING, ERECTING, ESTABLISHING, MAINTAINING, EQUIPPING, MANAGING, OPERATING, AND ENDOWING A CHRISTIAN HOME MINISTERING TO THE PHYSICAL, SPIRITUAL, EMOTIONAL AND SOCIAL NEEDS OF AGING MEN AND WOMEN. PROVISION OF NURSING CARE AND HOUSING TO THE ELDERLY AND HANDICAPPED BY OPERATING A 129-BED LICENSED NURSING FACILITY, A 40-UNIT INDEPENDENT LIVING COMPLEX, A 47-UNIT APARTMENT COMPLEX AND A 32-UNIT ASSISTED LIVING. 15910402 1 1 0 0 0 0 0 0 1 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 34 0 379 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 1 0 0 1 1 1 1 0 0 0 0 1 1 1 1 1 1 1 0 MN X HEATHER KING 5074731066 901 LUTHER PLACE ALBERT LEA MN 56007 DEB KENISON CHAIRMAN 1.00 0.00 X X 0 0 0 RANDY NICOL VICE CHAIRMAN 1.00 0.00 X X 0 0 0 JERRY NOLAND TREASURER 1.00 0.00 X X 0 0 0 DEAN JENSEN SECRETARY 1.00 0.00 X X 0 0 0 JAMES MUNYER DIRECTOR 1.00 0.00 X 0 0 0 SHANE KOEPKE DIRECTOR 1.00 0.00 X 0 0 0 CAMILLA KOLKER-SPARKS DIRECTOR 1.00 0.00 X 0 0 0 MARK LIGHT DIRECTOR 1.00 0.00 X 0 0 0 JOHN HOLT DIRECTOR 1.00 0.00 X 0 0 0 BRENDA WICHMANN DIRECTOR 1.00 0.00 X 0 0 0 GRANT BRANDON INTERIM ADMINISTRATOR 40.00 0.00 X 80990 0 0 ERIN HILLIGAN INTERIM ADMINISTRATOR 40.00 0.00 X 13800 0 0 SHANNA ECKBERG ADMINISTRATOR 40.00 0.00 X 0 0 0 94790 0 0 0 0 0 0 GRAPETREE MEDICAL STAFFING LLC PO BOX 5340 SIOUX FALLS SD 57117 MEDICAL STAFF 342512 SELECT REHABILITATION LLC PO BOX 71985 CHICAGO IL 606941985 THERAPY 339900 CLIFTON LARSON ALLEN LLP PO BOX 776376 CHICAGO IL 606776376 ACCOUNTING SERVICES 155603 3 366923 3160958 18615 3546496 RESIDENT REVENUE 623000 10463395 10463395 MEDICARE/MEDICAID 623000 4760949 4760949 MISC REVENUE 623000 40376 40376 MANAGEMENT INCOME 561700 20370 20370 PHONE RENTAL 623000 480 480 15285570 114691 114691 OTHER REVENUE 900099 33440 33440 33440 18980197 15265200 20370 148131 7573366 6647805 925561 140500 140500 632188 632188 584121 584121 2863 2863 447889 447889 787427 659719 127708 52330 52330 1127439 1061354 66085 1045589 1045589 11750 8173 3577 23844 23096 748 1553105 1553105 1671787 1671787 229813 96125 133688 FOOD COSTS 582267 582267 TAXES & LICENSES 543229 543229 THERAPY EXPENSE 364585 364585 MISCELLANEOUS EXPENSE 261483 208410 53073 381044 88349 292695 18016619 15910402 2106217 0 1246611 2120931 2093960 3926802 1478128 1188642 134344 137465 64042577 27189807 38263829 36852770 0 5615 43216872 44232225 1902511 2582440 18338012 18255025 189072 183976 18064713 17632046 451428 451428 38945736 39104915 X 4271136 5127310 4271136 5127310 43216872 44232225 963578 -107404 0 X 0 0 0 X 452963 2239334 1560377 1634028 3546496 9433198 17203777 15807754 15709733 13916231 15285570 77923065 17656740 18047088 17270110 15550259 18832066 87356263 339536 342357 341690 359504 366923 1750010 0 339536 342357 341690 359504 366923 1750010 85606253 89108 70115 50731 72076 114691 396721 89108 70115 50731 72076 114691 396721 71238 68947 72401 33440 246026 17745848 18188441 17389788 15694736 18980197 87999010 0.97280 0.97120 0.00450 0.00370 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISC INCOME - 2019 AMOUNT: $ 71,238. 2020 AMOUNT: $ 68,947. 2021 AMOUNT: $ 72,401. 2022 AMOUNT: $ 33,440. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 424462 424462 50028653 17924201 32104452 9123140 7329054 1794086 4466322 1936552 2529770 36852770 ASSET RETIREMENT OBLIGATION 451428 451428 X PART IV, LINE 2B: RESIDENT TRUST ACCOUNTS AND TENANT SECURITY DEPOSITS PART X, LINE 2: THE ORGANIZATION HAS BEEN GRANTED EXEMPT STATUS RELATIVE TO FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)3 OF THE INTERNAL REVENUE CODE. THE ORGANIZATION FOLLOWS THE INCOME TAX STANDARD FOR UNCERTAIN TAX POSITIONS. NO LIABILITY HAS BEEN RECOGNIZED BY THE ORGANIZATION AS A RESULT OF THIS STANDARD. X 0 0 0 0 0 0 0 0 0 A CITY OF HAYWARD MN HOUSING AND HC BONDS 410241036 421307AM1 2014-12-04 17556988 CONSTRUCTION AND REFINANCE EXISTING DEBT 0 0 0 B HOUSING AND HEALTH CARE FACILITIES REVENUE BONDS SERIES 2017A 410241036 421307AR0 2017-02-09 1950000 BUILDING CONSTRUCTION 0 0 0 A 2245000 17715000 1242819 276761 318870 13225886 2650664 2017 1 0 1 1 B 155000 1950000 145545 39000 1765455 2017 0 0 1 1 A 0 0 0 0 1.00000 1.00000 0 0 0 B 0 0 0 0 1.00000 1.00000 0 0 0 A 1 0 0 0 0 0 B 1 0 0 0 0 0 A 1 B 1 FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION DELEGATED CONTROL OVER MANAGEMENT DUTIES FOR A PORTION OF THE YEAR TO ZELLNER GROUP (JANUARY AND FEBRUARY 2023). TOTAL AMOUNT PAID TO MANAGEMENT GROUP FOR THEIR SERVICES DURING THAT PERIOD WAS $33,603. FORM 990, PART VI, SECTION A, LINE 6 THE VOTING MEMBERS OF THE CORPORATION SHALL BE LUTHERAN CONGREGATIONS, HEREAFTER REFERRED TO AS CORPORATE CONGREGATIONS, LOCATED PRINCIPALLY IN THE AREA OF THE BLUE EARTH RIVER CONFERENCE OF THE EVANGELICAL LUTHERAN CHURCH IN AMERICA (ELCA) AND OTHER LUTHERAN CONGREGATIONS WHO ARE INVITED TO BECOME MEMBERS OF THIS CORPORATION. FORM 990, PART VI, SECTION A, LINE 7A VOTING MEMBERS ARE PART OF THE NOMINATING COMMITTEE THAT SELECT CANDIDATES FOR THE BOARD OF DIRECTORS. SELECTED CANDIDATES ARE THEN ELECTED BY THE VOTING MEMBERS OF THE CORPORATION. FORM 990, PART VI, SECTION A, LINE 7B THE BYLAWS CAN BE AMENDED BY A MAJORITY VOTE OF THE MEMBERS. BY A MAJORITY VOTE OF THE MEMBERS, AMENDMENTS TO THE BYLAWS CAN ALSO BE DELEGATED TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 8B THE BOARD OF DIRECTORS HAS SOLE AUTHORITY AND DOES NOT HAVE ANY OTHER COMMITTES WITH AUTHORITY TO ACT ON BEHALF OF THEM. FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO BEING FILED WITH THE IRS, THE BOARD CHAIRMAN AND ADMINISTRATOR WILL REVIEW IN DETAIL A COPY OF THE FORM 990, INCLUDING A CONFIRMATION OF THE ACCURACY OF EVERY ANSWER AND OVERSIGHT OF APPROPRIATE CHANGES. FORM 990, PART VI, SECTION B, LINE 12C A CORPORATE COMPLIANCE PROGRAM IS REVIEWED WITH ALL NEW HIRES AND WITH NEW BOARD MEMBERS. BOARD MEMBERS AND KEY EMPLOYEES ANNUALLY COMPLETE A SURVEY RELATED TO BUSINESS RELATIONSHIPS AND FAMILY MEMBERS THAT COULD OR DO CREATE A CONFLICT OF INTEREST. THESE ARE SUMMARIZED AND FILED ALONG WITH BOARD MEETING MINUTES. CONFLICTS OF INTEREST ARE DETERMINED BY A REVIEW OF THE POTENTIAL CONFLICTS BY THE ADMINISTRATOR AND BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS USED TO SET THE ADMINISTRATOR'S, CFO AND OTHER KEY EMPLOYEES ANNUAL SALARY IS BASED ON A COMPARISON TO COMPARABLE ORGANIZATIONS. THE BOARD OF DIRECTORS REVIEWS THE MINNESOTA SENIOR HOUSING TRADE ASSOCIATION'S ANNUAL WAGE SURVEY. THIS SURVEY INCLUDES INFORMATION RELATED TO THE SIZE OF THE ORGANIZATION AND THE NOT-FOR-PROFIT STATUS OF THE ORGANIZATION. IN ADDITION TO THIS, THE 990'S FROM COMPARABLE SENIOR HOUSING CAMPUSES ARE REVIEWED BY THE BOARD OF DIRECTORS AND USED TO ESTABLISH THE ADMINISTRATOR'S, CFO AND OTHER KEY EMPLOYEES' WAGE. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2023. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. ST JOHNS FOUNDATION C/O ST JOHNS HOME HWY 13 ALBERT LEA MN 56007 416054307 TO PROVIDE SUPPORT TO ST. JOHN'S LUTHERAN HOME MN 501(C)(3) LINE 12A, I N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0