2022-10-31T09:46:39-05:00 2021-12-31 390758449 WIPFLI LLP 1502 LONDON ROAD SUITE 200 DULUTH MN 55812 990 2021-01-01 411433860 IRIS PARK COMMONS IRIS 6516328801 1850 UNIVERSITY AVENUE WEST 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 LYNNHURST AVENUE EAST ST PAUL MN 55104 3532470 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. 19 19 0 28 0 0 657131 0 3532924 3430949 52074 41197 347 60324 4242476 3532470 0 0 0 0 715776 719502 0 0 0 3120332 3341697 3836108 4061199 406368 -528729 5009635 4562885 6402036 6591695 -1392401 -2028810 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 3469948 0 3430949 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. 3469948 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 23 0 0 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 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 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 646752 144422 0 0 1 0 EPISCOPAL HOME CARE & SERVICES 490 LYNNHURST AVENUE EAST ST PAUL MN 55104 NURSING SERVICES 1204261 EH SERVICES INC 490 LYNNHURST AVENUE EAST ST PAUL MN 55104 MANAGEMENT SERVICES 426435 2 RENTAL REVENUE 531110 3430949 3430949 3430949 41197 41197 60324 60324 60324 3532470 3430949 0 101521 X 549775 472783 76992 8152 6953 1199 105179 94810 10369 56396 51098 5298 520162 113386 406776 1646 1646 7730 7730 1245719 1237663 8056 3286 3286 44932 25550 19382 16483 467 16016 293003 293003 8556 8556 9691 3109 6582 262058 262058 303119 303119 21231 21231 LOSS ON ASSET RETIREMEN 215879 215879 PROGRAM SUPPLIES 160651 160651 EQUIPMENT REPAIRS AND M 115153 98193 16960 BAD DEBT 91000 91000 21398 10439 10959 4061199 3469948 591251 0 100909 33916 1418732 1267667 172554 132420 4392 11843 7814714 5626253 2440270 2188461 872778 928578 5009635 4562885 173284 145222 5593059 5549990 130343 171434 288657 303425 216693 421624 6402036 6591695 X -1402542 -2034355 10141 5545 -1392401 -2028810 5009635 4562885 X -528729 -103084 -4596 X X 0 1 X 1 0 X 0 0 0 657131 0 657131 3128034 3481074 3637778 3532924 3430949 17210759 986 22 20545 347 60324 82224 3129020 3481096 3658323 4190402 3491273 17950114 0 647883 516578 1199415 399550 481893 3245319 647883 516578 1199415 399550 481893 3245319 14704795 11777 17716 21400 16853 41197 108943 11777 17716 21400 16853 41197 108943 3140797 3498812 3679723 4207255 3532470 18059057 0.81430 0.78470 0.00600 0.00410 X 0 1 X 36773 36773 7310215 5205716 2104499 465207 420537 44670 2519 2519 2188461 INVESTMENTS HELD BY RELATED PARTY 927128 INTEREST IN NET ASSETS OF EHF 1450 928578 RELATED PARTY PAYABLE 421624 421624 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 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, 12/31/2021, THE OUTSTANDING BALANCE OF THE BOND FOR EPISCOPAL CHURCH HOME OF MINNESOTA AND IRIS PARK COMMONS WAS $5,624,000 AND $9,176,000 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 IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 33,402. MANAGEMENT AND GENERAL EXPENSES 8,056. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 41,458. NURSING SERVICES: PROGRAM SERVICE EXPENSES 1,204,261. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,204,261. FORM 990, PART XI, LINE 9: CHANGE IN INTEREST IN RELATED PARTY -4,596. 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 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 1204261 BOOK VALUE EH SERVICES M 426435 BOOK VALUE EPISCOPAL HOMES FOUNDATION M 93726 BOOK VALUE EPISCOPAL CHURCH HOME OF MINNESOTA P 719502 BOOK VALUE EPISCOPAL CHURCH HOME OF MINNESOTA P 373772 BOOK VALUE