2022-10-31T09:43:04-05:00 2021-12-31 390758449 WIPFLI LLP 1502 LONDON ROAD SUITE 200 DULUTH MN 55812 990 2021-01-01 410706110 EPISCOPAL CHURCH HOME OF MINNESOTA EPIS 6516460622 1879 FERONIA AVENUE ST PAUL MN 55104 MARVIN PLAKUT PRESIDENT & CEO 6512098529 2022-10-12 1 MARVIN PLAKUT 999009999 MICHAEL J PETERSON CPA P01833529 2187224705 2022-10-12 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z MARVIN PLAKUT 490 E LYNNHURST AVENUE ST PAUL MN 55104 17426878 0 1194 X WWW.EHOMESMN.ORG X 1894 MN PROVIDE SKILLED CARE IN THE OPERATION OF NURSING HOME. 19 19 673 73 0 0 1644724 101884 15293311 17048145 442311 193981 41987 82868 17422333 17426878 24319 0 0 0 9789380 10371137 0 0 0 6912621 7722173 16726320 18093310 696013 -666432 18547135 16442876 13601735 11689760 4945400 4753116 OUR MISSION IS TO ENHANCE THE QUALITY OF LIFE FOR SENIOR ADULTS BY PROVIDING HOMES AND SERVICES THAT SUPPORT EACH INDIVIDUALS PHYSICAL, SOCIAL AND SPIRITUAL NEEDS. 0 0 15087147 0 17131013 EPISCOPAL CHURCH HOME PROVIDES 24-HOUR SKILLED NURSING CARE IN PLEASANT, HOME-LIKE SETTINGS CALLED HOUSEHOLDS. RESIDENTS LIVE IN COMFORTABLE, PRIVATE ROOMS WITHIN HOUSEHOLD COMMUNITIES. EACH HOUSEHOLD HAS ITS OWN TEAM OF QUALIFIED, CARING STAFF MEMBERS. THE SERVICES INCLUDED ARE ON-SITE PHYSICIANS, NURSE PRACTITIONERS, PODIATRISTS, DENTISTS, OPTOMETRISTS, PSYCHOLOGIST AND HEARING AID SPECIALISTS. THERE IS ALSO SPIRITUAL WELLNESS PROVIDED BY ON-STAFF CHAPLAINS, WITH A VARIETY OF MINISTRY AND WORSHIP SERVICES IN TWO ON-SITE CHAPELS. THE EPISCOPAL CHURCH HOME HAS 81 SKILLED NURSING BEDS AND 50 BOARD AND CARE BEDS. 15087147 1 1 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 3 0 673 1 0 0 0 0 0 0 0 0 0 0 0 0 X 19 19 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 MARVIN PLAKUT PRESIDENT/CEO 3.00 37.00 X 218221 0 40275 STEVEN MORK COO 3.00 37.00 X 154603 0 37079 JOHN T HENRY CFO 3.00 37.00 X 143270 0 35286 DOROTHY AKWANWA RN 40.00 0.00 X 133632 0 19790 MARY ROUTHIEAUX CAO 3.00 37.00 X 130658 0 31782 MELISSA SCHNEIDER ECH ADMINISTATOR 40.00 0.00 X 121253 0 8638 MERCEDES MAC RN 40.00 0.00 X 118957 0 9960 KEANAN FRANCO GARDENS ADMINISTRATOR 40.00 0.00 X 103436 0 12323 PETER GOVE CHAIR 0.10 1.10 X X 0 0 0 MELISSA GILBERTSON VICE-CHAIR 0.10 1.10 X X 0 0 0 BRIAN OSTENSO TREASURER 0.10 1.10 X X 0 0 0 CAROL FORBES SECRETARY 0.10 1.10 X X 0 0 0 DAVID CARLSEN DIRECTOR 0.10 1.10 X 0 0 0 BRAD CLARY DIRECTOR 0.10 1.10 X 0 0 0 TOM COOK DIRECTOR 0.10 1.10 X 0 0 0 RICHARD CUNNINHAM DIRECTOR 0.10 1.10 X 0 0 0 LOIS CUTLER DIRECTOR 0.10 1.10 X 0 0 0 AMY FISTLER DIRECTOR (THRU SEPT) 0.10 1.10 X 0 0 0 JIHAN GOLDEN DIRECTOR 0.10 1.10 X 0 0 0 SUE HAIGH DIRECTOR 0.10 1.10 X 0 0 0 REBECCA HAWTHORNE DIRECTOR 0.10 1.10 X 0 0 0 TOM HOVE DIRECTOR 0.10 1.10 X 0 0 0 JIM HUBER DIRECTOR 0.10 1.10 X 0 0 0 REV CRAIG LOYA DIRECTOR 0.10 1.10 X 0 0 0 THE REV DIANE MCGOWAN DIRECTOR (THRU SEPT) 0.10 1.10 X 0 0 0 SARAH JANE NOWLIN DIRECTOR 0.10 1.10 X 0 0 0 TOM SCHAEFER DIRECTOR 0.10 1.10 X 0 0 0 JIM SCHEIBEL DIRECTOR 0.10 1.10 X 0 0 0 JEROME O'BRIEN SLAWIK DIRECTOR (THRU SEPT) 0.10 1.10 X 0 0 0 MARTHA SWENSON DIRECTOR 0.10 1.10 X 0 0 0 1124030 0 195133 8 0 1 0 EH SERVICES 490 LYNNHURST AVENUE EAST ST PAUL MN 55104 MANAGEMENT SERVICES 1595130 1 14374 87330 180 101884 PATIENT SERVICE REVENUE 531110 17048145 17048145 17048145 193981 193981 82868 82868 82868 17426878 17131013 0 193981 791173 768088 23085 7982038 7749134 232904 77165 47181 29984 618616 387004 231612 902145 616739 285406 1688856 361520 1327336 11375 11375 34276 34276 1014109 985654 28455 7341 7341 344129 249847 94282 176498 43206 133292 280965 280965 5551 3327 2224 28953 10642 18311 582793 582793 676108 676108 63013 63013 MEDICAL SUPPLIES & DRUG 868341 868341 LICENSES AND TAXES 454940 15324 439616 FOOD SERVICE 373756 373756 LOSS ON REFINANCING OF 315914 315914 795255 688591 106664 18093310 15087147 3006163 0 70590 92546 341979 956144 1362814 2099227 25220 19475 21175805 13388533 7957187 7787272 8789345 5488212 18547135 16442876 1329215 1878148 8668041 9055249 10980 17230 685494 0 2908005 739133 13601735 11689760 X 4821496 4670580 123904 82536 4945400 4753116 18547135 16442876 X -666432 819729 -304213 -41368 X X 0 1 X 1 0 X 76521 550000 1644724 101884 2373129 14508774 15567070 16458035 15293311 17048145 78875335 20239 828 6830 41987 82868 152752 14605534 15567898 17014865 16980022 17232897 81401216 0 0 0 81401216 59835 45353 69957 92341 193981 461467 59835 45353 69957 92341 193981 461467 14665369 15613251 17084822 17072363 17426878 81862683 0.99440 0.99530 0.00560 0.00470 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 181281 181281 18422316 11439450 6982866 2570941 1949083 621858 1267 1267 7787272 INTEREST IN NET ASSETS OF EHF 13050 RELATED PARTY RECEIVABLES 400000 INVESTMENTS HELD BY FOUNDATION 4443050 ASSETS LIMITED AS TO USE - HELD BY EHF 632112 5488212 ASSET RETIREMENT OBLIGATION LIABILITY 264867 RELATED PARTY PAYABLES 474266 739133 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. X X 0 0 0 0 0 0 0 0 0 MARVIN PLAKUT PRESIDENT/CEO 213650 0 4571 0 0 0 6546 0 33729 0 258496 0 0 0 STEVEN MORK COO 148938 0 5665 0 0 0 4638 0 32441 0 191682 0 0 0 JOHN T HENRY CFO 142770 0 500 0 0 0 4298 0 30988 0 178556 0 0 0 DOROTHY AKWANWA RN 133132 0 500 0 0 0 0 0 19790 0 153422 0 0 0 MARY ROUTHIEAUX CAO 130158 0 500 0 0 0 3919 0 27863 0 162440 0 0 0 A HOUSING AND REDEVELOPMENT AUTHORITY OF THE CITY OF SAINT PAUL MINNESOTA 521440935 792908DG7 2021-09-30 14820448 REFUNDING OF 1999 BOND ISSUE, AND RESERVES RELATED TO CAMPUS EXPANSION 0 0 0 A 14820448 979338 13585177 255933 2021 1 0 1 1 A 0 0 0 0 0 0 1 A 0 0 0 0 0 0 0 0 1 A 1 PART III, LINE 9 & PART V THE ORGANIZATION WOULD CONSULT WITH BOND COUNSEL TO ADDRESS ANY VIOLATIONS OF FEDERAL TAX REQUIREMENTS AND RELATED REMEDIATION. FORM 990, SCHEDULE K, PART I, ISSUER B THE ORGANIZATION SHARES THE PROCEEDS AND PURPOSE OF THE FUNDS FROM THIS BOND WITH A RELATED ORGANIZATION, IRIS PARK COMMONS. AT THE END OF TAX YEAR, 12/31/2021, THE OUTSTANDING BALANCE OF THE BOND FOR EPISCOPAL CHURCH HOME OF MINNESOTA AND IRIS PARK COMMONS WAS $9,176,000 AND $5,624,000 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 CFO 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 EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS ANNUALLY REVIEWS THE ACCOMPLISHMENTS OF THE CEO COMPARED TO THE GOALS SET FOR THE YEAR. MARKET RESEARCH IS ALSO DONE ANNUALLY TO COMPARE THE COMPENSATION OF THE CEO TO THE COMPENSATION OF OTHER CEO'S IN OUR INDUSTRY. THE CEO IS RESPONSIBLE FOR REVIEWING AND APPROVING THE COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES. 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 XI, LINE 9: CHANGE IN INTEREST IN RELATED PARTY NET ASSETS -41,368. FORM 990, PART XII, LINE 2C THE BOARD OF DIRECTORS FINANCE COMMITTEE IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT AND THE SELECTION OF THE 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 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 IRIS PARK COMMONS 1850 UNIVERSITY AVENUE WEST ST PAUL MN 55104 411433860 ASSISTED LIVING MN 501(C)(3) LINE 10 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 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 1 1 1 1 0 0 0 0 0 0 0 1 1 1 0 1 0 0 EH SERVICES M 1595130 BOOK VALUE EPISCOPAL HOMES FOUNDATION OF MINNESOTA M 93726 BOOK VALUE IRIS PARK COMMONS P 373772 BOOK VALUE EPISCOPAL HOME CARE & SERVICES Q 7353262 BOOK VALUE EH SERVICES Q 3603616 BOOK VALUE IRIS PARK COMMONS Q 719502 BOOK VALUE EPISCOPAL HOMES FOUNDATION OF MINNESOTA Q 266402 BOOK VALUE SEABURY Q 199225 BOOK VALUE EPISCOPAL HOMES MANAGEMENT SERVICES OF MINNESOTA Q 128239 BOOK VALUE CORNELIA HOUSE Q 99248 BOOK VALUE CARTY HEIGHTS Q 103865 BOOK VALUE KINGS CROSSING Q 110410 BOOK VALUE MIDWAY POINTE Q 108989 BOOK VALUE