2022-10-31T09:44:05-05:00 2021-12-31 390758449 WIPFLI LLP 1502 LONDON ROAD SUITE 200 DULUTH MN 55812 990 2021-01-01 270907277 EPISCOPAL HOME CARE & SERVICES EPIS 6516328851 490 LYNNHURST AVENUE EAST ST PAUL MN 55104 MARVIN PLAKUT PRESIDENT & CEO 6512881142 2022-10-12 1 MARVIN PLAKUT XXX-XX-XXXX MICHAEL J PETERSON CPA P01833529 2187224705 2022-10-12 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z MARVIN PLAKUT 490 LYNNHURST AVENUE EAST ST PAUL MN 55104 13056314 0 X WWW.EHOMESMN.ORG X 2009 MN TO PROVIDE HOME CARE SERVICES TO RESIDENTS OF THE EPISCOPAL FACILITIES. 19 19 100 42 0 0 1497224 448110 11731522 12497753 88944 96482 6709 13969 13324399 13056314 7653 0 0 0 6742960 7353262 0 0 0 6103250 6346876 12853863 13700138 470536 -643824 34118658 32064886 28888586 27619688 5230072 4445198 X 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 10909959 0 12009711 CARE FACILITIES: EPISCOPAL HOME CARE AND SERVICES IS A MINNESOTA NONPROFIT CORPORATION FORMED TO PROVIDE HOME CARE SERVICES TO RESIDENTS OF EPISCOPAL HOMES FACILITIES. IN ADDITION TO THESE OPERATIONS, THE DISREGARDED ENTITIES OF EPISCOPAL HOME CARE AND SERVICES INCLUDE THE TERRACE AT IRIS PARK, EPISCOPAL HOMES ON UNIVERSITY AVENUE AND KINDER VILLAGE. EACH OF THESE ENTITIES HAVE THEIR OWN PROGRAM. THE TERRACE AT IRIS PARK OFFERS A 58-UNIT CATERED LIVING FACILITY WITH APARTMENTS FOR ACTIVE, ENGAGED, URBAN SENIORS, AGES 62 YEARS OR OLDER. EPISCOPAL HOMES ON UNIVERSITY AVENUE OPERATES A 60-BED LONG TERM CARE FACILITY THAT STRIVES TO PROVIDE HOUSING AND A VARIETY OF PROGRAMS WHICH EXPAND OPPORTUNITIES FOR OLDER PERSONS TO LEAD INDEPENDENT LIVES. 389330 0 488042 KINDER VILLAGE:THE ORGANIZATION BEGAN PROVIDING CHILD CARE AS AN INTERGENERATIONAL CHILD CARE PROGRAM. THE CARE PROGRAM WAS STRUCTURED UNDER THE NAME KINDER VILLAGE. KINDER VILLAGE IS A PROGRAM THAT INCLUDES THE FOLLOWING: -SCIENCE & MATH CURRICULUM -MUSIC AND INSTRUMENTAL MOVEMENT -LANGUAGE AND LITERACY -LARGE AND SMALL MOTOR SKILLS -COOKING PROJECTS -ARTS AND CRAFTS WITH GRANDFRIENDS -STORY TIME WITH GRANDFRIENDS -GAMES WITH GRANDFRIENDSTHE BENEFITS OF THIS PROGRAM ARE TWO-FOLD PRIMARILY. FIRST, THE CENTER OFFERS OPPORTUNITIES FOR ELDER RESIDENTS TO INTERACT WITH CHILDREN IN WAYS THAT ARE UNIQUE TO THIS SETTING. RESIDENTS VOLUNTEER THEIR TIME TO READ, PLAY, HOLD OR JUST SPEND TIME WITH CHILDREN. IT GIVES THE RESIDENTS A BURST OF ENERGY SEEING ACTIVE LITTLE PEOPLE. THE RESIDENTS GET OUT AND SOCIALIZE, IT HELPS REDUCE LONELINESS AND FEELING ISOLATED, AND THEY ARE ABLE TO SHARE THEIR TIME AND TALENTS WITH ANOTHER GENERATION. SECONDLY, THE KIDS BENEFIT FROM SEEING THEIR GRAND FRIENDS. MANY KIDS DON'T GET TO SEE EXTENDED FAMILY VERY OFTEN SO THE RESIDENTS BECOME A PART OF THEIR FAMILY. THE KIDS SEE THAT WHEELCHAIRS, WALKERS, AND CANES ARE NOTHING TO FEAR. CHILDREN ARE ACCEPTING OF PEOPLE NO MATTER THEIR AGE. THE ACCESSIBLE NATURE OF THE PROGRAM MEANS THAT CHILDREN ARE NOT TRANSPORTED IN FOR SHORT PERIODS NOR ARE ELDER REQUIRED TO TRAVEL OFF CAMPUS TO PARTICIPATE IN ACTIVITIES. KINDER VILLAGE IS ACCESSIBLE TO THE GENERAL PUBLIC AND MOSTLY UTILIZED BY THE COMMUNITY SURROUNDING THE EPISCOPAL HOMES CAMPUS. KINDER VILLAGE IS PRICED BELOW MARKET TO HELP PROVIDE ACCESS FOR ALL FAMILIES. THERE ARE DISCOUNTS AND SUBSIDIES OFFERED FOR THOSE WHO MAY HAVE DIFFICULTY AFFORDING CHILDCARE. OUR PREFERENCE THOUGH IS TO KEEP RATES LOW TO SERVE MORE PEOPLE THAN SINGLE LARGER SUBSIDIES WOULD PROVIDE. 11299289 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 8 0 100 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 0 0 0 MN X TOM HENRY 6516328851 490 LYNNHURST AVENUE EAST ST PAUL MN 55104 MARVIN PLAKUT PRESIDENT/CEO 3.00 37.00 X 0 218221 40275 STEVEN MORK COO 3.00 37.00 X 0 154603 37079 JOHN T HENRY CFO 3.00 37.00 X 0 143270 35286 MARY ROUTHIEAUX CAO 3.00 37.00 X 0 130658 31782 KEANAN FRANCO GARDENS ADMINISTRATOR 40.00 0.00 X 0 103436 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 0 750188 156745 0 0 1 0 0 144005 304105 448110 HOME HEALTH SERVICES 621610 8558234 8558234 RESIDENTIAL RENTAL INCOME 623000 2381060 2381060 OTHER PATIENT FEES 621610 1070417 1070417 DAY CARE REVENUE 624410 488042 488042 12497753 96482 96482 13969 13969 13969 13056314 12497753 0 110451 6234951 5701713 533238 54528 49865 4663 436429 399104 37325 627354 573700 53654 1702259 371015 1331244 1148 1148 30095 30095 353252 248476 104776 25142 2652 22490 168833 106312 62521 128590 15747 112843 419441 419441 3601 3194 407 36020 10318 25702 1305090 1305090 1214154 1214154 36133 36133 FOOD SERVICES 275590 275590 DHS SURCHARGE 168900 168900 REPAIRS AND MAINTENANCE 168328 141947 26381 MEDICAL SUPPLY 163615 163615 146685 92323 54362 13700138 11299289 2400849 0 84860 98789 2397146 2665679 78012 707375 604780 34835 39418 33416263 7682570 26750470 25733693 4065960 2922527 34118658 32064886 992259 936015 24016463 23728926 186539 197611 3693325 2757136 28888586 27619688 X 5229353 4444479 719 719 5230072 4445198 34118658 32064886 -643824 -141050 0 X 0 1 X 1 0 X 485211 104322 1497224 448110 2534867 10106713 10726536 11707979 11731522 12497753 56770503 22257 6813 6709 13969 49748 10614181 10726536 11819114 13235455 12959832 59355118 0 125175 205018 191826 40669 297580 860268 125175 205018 191826 40669 297580 860268 58494850 17491 46449 58331 32153 96482 250906 17491 46449 58331 32153 96482 250906 10631672 10772985 11877445 13267608 13056314 59606024 0.98140 0.98720 0.00420 0.00280 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 793972 793972 30299812 6159093 24140719 2322479 1523477 799002 25733693 SKILLED NURSING BEDS LICENSE 819000 RELATED PARTY RECEIVABLES 1304493 ASSETS LIMITED AS TO USE 799034 2922527 RELATED PARTY PAYABLES 2757136 2757136 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 213650 0 4571 0 0 0 6546 0 33729 0 258496 0 0 STEVEN MORK COO 0 148938 0 5665 0 0 0 4638 0 32441 0 191682 0 0 JOHN T HENRY CFO 0 142770 0 500 0 0 0 4298 0 30988 0 178556 0 0 MARY ROUTHIEAUX CAO 0 130158 0 500 0 0 0 3919 0 27863 0 162440 0 0 A HOUSING AND REDEVELOPMENT AUTHORITY OF THE CITY OF SAINT PAUL MN 521440935 792908CH6 2013-05-01 26505345 CONSTRUCTION OF THE GARDENS NURSING HOME AND THE TERRACE AT IRIS PARK 0 0 0 A 405000 26505345 1708138 530106 24267101 2015 0 0 1 1 A 0 0 0 0 0 0 0 A 0 1 0 0 0 0 0 0 0 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 A THE ORGANIZATION SHARES THE PROCEEDS AND PURPOSE OF THE FUNDS FROM THIS BOND WITH THE DISREGARDED ORGANIZATIONS, EPISCOPAL HOMES ON UNIVERSITY AVENUE & THE TERRACE AT IRIS PARK. AT THE END OF TAX YEAR, 12/31/2021, THE OUTSTANDING BALANCE OF THE BOND FOR EPISCOPAL HOMES ON UNIVERSITY AVENUE AND THE TERRACE AT IRIS PARK WAS $13,242,050 AND $11,742,950 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 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. EPISCOPAL HOMES ON UNIVERSITY AVENUE LLC 490 LYNNHURST AVENUE EAST ST PAUL MN 55104 800910793 NURSING HOME MN 8504794 16408616 EPISCOPAL HOME CARE AND SERVICES KINDER VILLAGE 490 LYNNHURST AVENUE EAST ST PAUL MN 55104 800963612 CHILD CARE CENTER MN 563659 205070 EPISCOPAL HOME CARE AND SERVICES THE TERRACE AT IRIS PARK LLC 490 LYNNHURST AVENUE EAST ST PAUL MN 55104 800963612 INDEPENDENT LIVING MN 2247414 15390743 EPISCOPAL HOME CARE AND SERVICES 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 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 1 1 0 0 EPISCOPAL HOMES FOUNDATION OF MINNESOTA B 144005 BOOK VALUE EH SERVICES INC M 1514805 BOOK VALUE EPISCOPAL CHURCH HOME OF MINNESOTA P 7353262 BOOK VALUE IRIS PARK COMMONS Q 1204261 BOOK VALUE EPISCOPAL HOMES FOUNDATION OF MINNESOTA Q 187452 BOOK VALUE