2024-11-15T14:44:43-06:00 2023-12-31 390758449 WIPFLI LLP 1502 LONDON ROAD SUITE 200 DULUTH MN 55812 990 2023-01-01 411433860 IRIS PARK COMMONS IRIS 6516328801 1850 UNIVERSITY AVENUE WEST ST PAUL MN 55104 TOM HENRY PRESIDENT & CEO 6516328801 2024-10-06 1 0 MICHAEL J PETERSON CPA P01833529 2187224705 2024-09-24 2023 2024-10-15 13:58:12Z TOM HENRY 490 LYNNHURST AVENUE EAST ST PAUL MN 55104 4354916 0 X WWW.EHOMESMN.ORG X 1992 MN PROVIDE FOR THE PHYSICAL, SOCIAL, SPIRITUAL, AND PSYCHOLOGICAL NEEDS OF ITS RESIDENTS AND ARE DESIGNED TO SERVE ADULTS 62 AND OLDER. 23 23 0 14 0 0 0 18600 3908294 4152813 5272 44576 115500 138927 4029066 4354916 0 0 0 0 766403 2115406 0 0 0 3575568 2076723 4341971 4192129 -312905 162787 4346014 3865227 6731849 6088258 -2385835 -2223031 OUR MISSION IS TO ENRICH LIFE AND BUILD COMMUNITY WITH OLDER ADULTS. 0 0 3440904 0 4152813 IRIS PARK COMMONS IS RESPONSIBLE FOR THE OPERATION OF A 61 UNIT CONGREGATE HOUSING FACILITY ATTACHED TO EPISCOPAL CHURCH HOME OF MINNESOTA. THE ORGANIZATION PROVIDES FOR THE PHYSICAL, SOCIAL, SPIRITUAL, AND PSYCHOLOGICAL NEEDS OF ITS RESIDENTS AND ARE DESIGNED TO SERVE ADULTS 62 AND OLDER. 3440904 1 0 0 0 0 0 0 0 1 0 1 0 0 1 1 0 0 1 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 1 1 1 0 0 1 3 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 23 23 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 MN X TOM HENRY 6512098529 490 E LYNNHURST AVENUE ST PAUL MN 55104 PETER GOVE CHAIR 0.10 1.20 X X 0 0 0 MELISSA GILBERTSON VICE-CHAIR 0.10 1.20 X X 0 0 0 BRIAN OSTENSO TREASURER 0.10 1.20 X X 0 0 0 CAROL FORBES SECRETARY 0.10 1.20 X X 0 0 0 MARK CAPALDINI DIRECTOR 0.10 1.20 X 0 0 0 DAVID CARLSEN DIRECTOR 0.10 1.20 X 0 0 0 TOM COOK DIRECTOR (THRU NOV) 0.10 1.20 X 0 0 0 KATHLEEN CUMMINGS DIRECTOR 0.10 1.20 X 0 0 0 RICHARD CUNNINHAM DIRECTOR 0.10 1.20 X 0 0 0 ANDY CURRIE DIRECTOR 0.10 1.20 X 0 0 0 LOIS CUTLER DIRECTOR 0.10 1.20 X 0 0 0 GENE GELGELU DIRECTOR 0.10 1.20 X 0 0 0 JIHAN GOLDEN DIRECTOR 0.10 1.20 X 0 0 0 MARY GREER DIRECTOR 0.10 1.20 X 0 0 0 SUE HAIGH DIRECTOR 0.10 1.20 X 0 0 0 TOM HOVE DIRECTOR 0.10 1.20 X 0 0 0 JIM HUBER DIRECTOR 0.10 1.20 X 0 0 0 GAYLE KVENVOLD DIRECTOR 0.10 1.20 X 0 0 0 MARY LILJA DIRECTOR 0.10 1.20 X 0 0 0 REV CRAIG LOYA DIRECTOR 0.10 1.20 X 0 0 0 SARAH JANE NOWLIN DIRECTOR 0.10 1.20 X 0 0 0 TOM SCHAEFER DIRECTOR 0.10 1.20 X 0 0 0 JIM SCHEIBEL DIRECTOR 0.10 1.20 X 0 0 0 MARTHA SWENSON DIRECTOR 0.10 1.20 X 0 0 0 MARVIN PLAKUT PRESIDENT/CEO 3.00 37.00 X 0 331732 32686 JOHN T HENRY CFO 3.00 37.00 X 0 231070 37357 MELISSA SCHNEIDER COO 3.00 37.00 X 0 178758 21836 MARY ROUTHIEAUX CAO (THRU NOV) 3.00 37.00 X 0 61514 10596 0 803074 102475 0 0 1 0 EPISCOPAL HOME CARE & SERVICES 490 LYNNHURST AVENUE EAST ST PAUL MN 55104 NURSING SERVICES 332483 EH SERVICES INC 490 LYNNHURST AVENUE EAST ST PAUL MN 55104 MANAGEMENT SERVICES 258372 2 18600 18600 RENTAL REVENUE 531110 4152813 4152813 4152813 44576 44576 138927 138927 138927 4354916 4152813 0 183503 X 1830269 1682830 147439 14602 13428 1174 86107 79181 6926 184428 169594 14834 254352 52853 201499 4020 4020 9743 9743 477585 241614 235971 52526 29576 22950 35416 7651 27765 337237 337237 127 20 107 11828 5082 6746 203206 203206 308651 308651 PROGRAM SUPPLIES 176012 176012 EQUIPMENT REPAIRS AND M 105312 101449 3863 BAD DEBT 39724 39724 60984 32520 28464 4192129 3440904 751225 0 66178 88917 1267854 1365703 217738 248644 8418 10125 7831482 6117377 1946518 1714105 839308 437733 4346014 3865227 162258 226125 5379090 5190899 166097 173412 311004 311004 713400 186818 6731849 6088258 X -2389930 -2227126 4095 4095 -2385835 -2223031 4346014 3865227 162787 17 0 X X 0 1 X 1 0 X 657131 18600 675731 3637778 3532924 3430949 3908294 4152813 18662758 20545 347 60324 115500 138927 335643 3658323 4190402 3491273 4023794 4310340 19674132 0 1199415 399550 481893 393317 624852 3099027 1199415 399550 481893 393317 624852 3099027 16575105 21400 16853 41197 5272 44576 129298 21400 16853 41197 5272 44576 129298 3679723 4207255 3532470 4029066 4354916 19803430 0.83700 0.83670 0.00650 0.00540 X 0 1 X 36773 36773 7392481 5782555 1609926 390497 334822 55675 11731 11731 1714105 INVESTMENTS HELD BY RELATED PARTY 437733 437733 RELATED PARTY PAYABLE 186818 186818 4354933 17 17 4354916 0 4354916 4192129 0 4192129 0 4192129 PART IV, LINE 2B: SECURITY DEPOSITS ADVANCED BY TENANTS ARE HELD IN TRUST BY THE ORGANIZATION. THE ORGANIZATION RECORDS SECURITY DEPOSITS AS AN ASSET AND AS A LIABILITY. 0 0 0 0 0 0 0 0 0 MARVIN PLAKUT PRESIDENT/CEO 0 293107 0 38625 0 0 0 8430 0 24256 0 364418 0 0 JOHN T HENRY CFO 0 212982 0 18088 0 0 0 6338 0 31019 0 268427 0 0 MELISSA SCHNEIDER COO 0 169628 0 9130 0 0 0 5562 0 16274 0 200594 0 0 SCHEDULE J, PART I, LINE 3: THE ORGANIZATION IS REPORTING COMPENSATION FOR THE OFFICERS OF THIS ORGANIZATION AND THEY PERFORM SERVICES FOR SEVERAL OTHER RELATED PARTIES. ONE OF THE RELATED PARTIES, EPISCOPAL CHURCH HOME OF MINNESOTA (ECHM) IS RESPONSIBLE FOR COMPENSATION. ECHM UTILIZES A COMPENSATION STUDY AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE AND INDICATES SUCH RESPONSES ON THEIR IRS FORM 990, SCHEDULE J. THE EXECUTIVE COMMITTEE OF THAT BOARD ANNUALLY REVIEWS THE ACCOMPLISHMENTS OF THE CEO COMPARED TO THE GOALS SET FOR EACH YEAR IN ADDITION TO THE REVIEW OF EXTERNAL MARKET DATA WHEN DETERMINING, REVIEWING AND APPROVING COMPENSATION. FORM 990, PART IV, LINE 24A THE ORGANIZATION SHARES THE PROCEEDS AND PURPOSE OF A TAX EXEMPT BOND ISSUED IN 2021 WITH A RELATED ORGANIZATION, EPISCOPAL CHURCH HOME OF MINNESOTA. THE DETAILS OF THE BOND CAN BE FOUND ON THE SCHEDULE K FILED WITH THE EPISCOPAL CHURCH HOME OF MINNESOTA 990. AT THE END OF THE TAX YEAR, 12/31/2023, THE OUTSTANDING BALANCE OF THE BOND FOR EPISCOPAL CHURCH HOME OF MINNESOTA AND IRIS PARK COMMONS WAS $8,580,800 & $5,259,200 RESPECTIVELY. FORM 990, PART VI, SECTION A, LINE 3 EH SERVICES, INC. IS A RELATED, 501(C)(3) ORGANIZATION THAT IS RESPONSIBLE FOR MANAGING THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS A SOLE MEMBER, EPISCOPAL HOMES OF MINNESOTA, A MINNESOTA NONPROFIT CORPORATION. FORM 990, PART VI, SECTION A, LINE 7A THE SOLE MEMBER OF THE CORPORATION, EPISCOPAL HOMES OF MINNESOTA, HAS THE VOTING RIGHTS OF THE ORGANIZATION AND THEREFORE THE ABILITY TO ELECT AND APPOINT ALL MEMBERS OF THE GOVERNING BODY. ALL BOARD MEMBERS OF EPISCOPAL HOMES OF MINNESOTA, ARE BOARD MEMBERS OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7B THE SOLE MEMBER OF THE CORPORATION, EPISCOPAL HOMES OF MINNESOTA, HAS THE ABILITY TO ELECT AND APPOINT ALL MEMBERS OF THE GOVERNING BODY AND THEREFORE ARE RESERVED THE RIGHT TO MAKE GOVERNANCE DECISIONS FOR THE ORGANIZATION. ALL BOARD MEMBERS OF EPISCOPAL HOMES OF MINNESOTA, ARE BOARD MEMBERS OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS PREPARED BY THE CPA FIRM HIRED BY THE ORGANIZATION TO PERFORM THE AUDIT USING INFORMATION PROVIDED BY THE ORGANIZATION. THE CEO REVIEWS THE RETURN AND APPROVES. THE FORM 990 IS MADE AVAILABLE TO THE BOARD OF DIRECTORS PRIOR TO SUBMISSION TO THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C ALL MEMBERS ARE RESPONSIBLE TO - WITHOUT REQUEST - MAKE A PROMPT, FULL, AND FRANK DISCLOSURE OF HIS OR HER CONFLICT OF INTEREST THEREIN TO THE ENTIRE BOARD PRIOR TO ANY ACTION UPON THE MATTER, CONTRACT, OR TRANSACTION THAT CAUSE CONFLICT. IF THE BOARD DETERMINES THAT A CONFLICT OF INTEREST EXISTS, THE PERSON SHALL REMOVE THEM SELF FROM THE MEETING ROOM OR FROM THE COMMUNICATION MEANS BY WHICH THE MEETING IS BEING HELD. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION IS REPORTING COMPENSATION FOR THE OFFICERS OF THIS ORGANIZATION AND THEY PERFORM SERVICES FOR SEVERAL OTHER RELATED PARTIES. ONE OF THE RELATED PARTIES, EPISCOPAL CHURCH HOME OF MINNESOTA (ECHM) IS RESPONSIBLE FOR COMPENSATION. ECHM UTILIZES A COMPENSATION STUDY AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE AND INDICATES SUCH RESPONSES ON THEIR IRS FORM 990, SCHEDULE J. THE EXECUTIVE COMMITTEE OF THAT BOARD ANNUALLY REVIEWS THE ACCOMPLISHMENTS OF THE CEO COMPARED TO THE GOALS SET FOR EACH YEAR IN ADDITION TO THE REVIEW OF EXTERNAL MARKET DATA WHEN DETERMINING, REVIEWING AND APPROVING COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST OF THE CEO AND DIRECTOR OF FINANCE. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 137,676. MANAGEMENT AND GENERAL EXPENSES 7,426. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 145,102. NURSING SERVICES: PROGRAM SERVICE EXPENSES 103,938. MANAGEMENT AND GENERAL EXPENSES 228,545. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 332,483. FORM 990, PART XII, LINE 2C THE BOARD OF DIRECTOR'S FINANCE COMMITTEE IS RESPONSIBLE FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. EPISCOPAL HOMES OF MINNESOTA 490 LYNNHURST AVENUE EAST ST PAUL MN 55104 911983254 PROVISION OF SENIOR HOUSING AND CARE SERVICES MN 501(C)(3) LINE 1 N/A 0 CARTY HEIGHTS 412 DUNLAP STREET N ST PAUL MN 55104 204250735 AFFORDABLE SENIOR HOUSING MN 501(C)(3) LINE 10 EPISCOPAL HOMES OF MINNESOTA 1 CORNELIA HOUSE 490 LYNNHURST AVENUE EAST ST PAUL MN 55104 061692748 INDEPENDENT LIVING MN 501(C)(3) LINE 10 EPISCOPAL HOMES OF MINNESOTA 1 EH SERVICES INC 490 LYNNHURST AVENUE EAST ST PAUL MN 55104 455322401 FACILITIES MANAGEMENT MN 501(C)(3) LINE 12B, II EPISCOPAL HOMES OF MINNESOTA 1 EPISCOPAL CHURCH HOME OF MINNESOTA 1879 FERONIA AVENUE ST PAUL MN 55104 410706110 NURSING HOME MN 501(C)(3) LINE 10 EPISCOPAL HOMES OF MINNESOTA 1 EPISCOPAL HOME CARE AND SERVICES 490 LYNNHURST AVENUE EAST ST PAUL MN 55104 270907277 HOME CARE MN 501(C)(3) LINE 10 EPISCOPAL HOMES OF MINNESOTA 1 EPISCOPAL HOMES FOUNDATION OF MINNESOTA 490 LYNNHURST AVENUE EAST ST PAUL MN 55104 411703612 FUNDRAISING MN 501(C)(3) LINE 7 EPISCOPAL HOMES OF MINNESOTA 1 KINGS CROSSING APARTMENTS 490 LYNNHURST AVENUE EAST ST PAUL MN 55104 264270887 AFFORDABLE SENIOR HOUSING MN 501(C)(3) LINE 10 EPISCOPAL HOMES OF MINNESOTA 1 MIDWAY POINTE 490 LYNNHURST AVENUE EAST ST PAUL MN 55104 454788152 AFFORDABLE SENIOR HOUSING MN 501(C)(3) LINE 10 EPISCOPAL HOMES OF MINNESOTA 1 SEABURY 1830 UNIVERSITY AVENUE WEST ST PAUL MN 55104 411997880 AFFORDABLE SENIOR HOUSING MN 501(C)(3) LINE 10 EPISCOPAL HOMES OF MINNESOTA 1 BEYOND HOSPICE 490 LYNNHURST AVENUE EAST ST PAUL MN 55104 920490156 HOSPICE CARE MN 501(C)(3) LINE 10 EPISCOPAL HOMES OF MINNESOTA 1 EPISCOPAL HOMES MANAGEMENT SERVICES OF MINNESOTA INC 490 LYNNHURST AVENUE EAST ST PAUL MN 55104 411695916 MANAGEMENT MN N/A C 0 EPISCOPAL HOMES OWNERS ASSOCIATION 490 LYNNHURST AVENUE EAST ST PAUL MN 55104 413917931 MANAGEMENT MN N/A C 0 0 0 0 1 1 0 0 0 0 0 0 0 1 1 1 1 0 0 0 EPISCOPAL HOMES CARE AND SERVICES M 332483 BOOK VALUE EH SERVICES M 258372 BOOK VALUE EPISCOPAL HOMES FOUNDATION M 61510 BOOK VALUE EPISCOPAL CHURCH HOME OF MINNESOTA P 2115406 BOOK VALUE EPISCOPAL CHURCH HOME OF MINNESOTA P 378045 BOOK VALUE