2021-10-18T11:57:32-05:00 2020-12-31 390758449 WIPFLI LLP 1502 LONDON ROAD SUITE 200 DULUTH MN 55812 990 2020-01-01 411433860 IRIS PARK COMMONS IRIS 6516328801 1850 UNIVERSITY AVENUE WEST ST PAUL MN 55104 MARVIN PLAKUT PRESIDENT & CEO 6512098529 2021-10-01 1 MARVIN PLAKUT 999009999 MICHAEL J PETERSON CPA P01833529 2187224705 2021-08-10 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z MARVIN PLAKUT 490 LYNNHURST AVENUE EAST ST PAUL MN 55104 4245253 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. 17 17 0 40 0 0 0 657131 3637778 3532924 115550 52074 20545 347 3773873 4242476 745000 0 0 0 698872 715776 0 0 0 2710214 3120332 4154086 3836108 -380213 406368 4475409 5009635 6328267 6402036 -1852858 -1392401 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 3186482 0 3532924 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. 3186482 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 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 24 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 17 17 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 MN X TOM HENRY 6512098529 490 E LYNNHURST AVENUE ST PAUL MN 55104 BRIAN OSTENSO CHAIR 0.10 1.10 X X 0 0 0 PETER GOVE VICE CHAIR 0.10 1.10 X X 0 0 0 MELISSA GILBERTSON 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 LOIS CUTLER DIRECTOR 0.10 1.10 X 0 0 0 AMY FISTLER 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 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 JEROME O'BRIEN SLAWIK DIRECTOR 0.10 1.10 X 0 0 0 JAMES TIFT DIRECTOR (THRU NOV) 0.10 1.10 X 0 0 0 MARVIN PLAKUT PRESIDENT/CEO 3.00 37.00 X 0 329246 33354 JOHN T HENRY CFO 3.00 37.00 X 0 187458 35023 STEVEN MORK COO 3.00 37.00 X 0 199070 16785 MARY ROUTHIEAUX CAO 3.00 37.00 X 0 157637 27267 0 873411 112429 0 0 1 0 EPISCOPAL HOME CARE & SERVICES 490 LYNNHURST AVENUE EAST ST PAUL MN 55104 NURSING SERVICES 1234615 EH SERVICES INC 490 LYNNHURST AVENUE EAST ST PAUL MN 55104 MANAGEMENT SERVICES 454765 2 657131 657131 RENTAL REVENUE 531110 3532924 3532924 3532924 16853 16853 37998 2777 35221 35221 35221 347 347 347 4242476 3532924 0 52421 X 575850 485614 90236 9448 8107 1341 79182 67580 11602 51296 45368 5928 537310 90355 446955 3495 3495 5416 5416 3415 3415 1273017 1258483 14534 2555 2555 48806 27706 21100 21731 4632 17099 258524 258524 6376 6376 4098 924 3174 321550 321550 304787 304787 20263 20263 PROGRAM SUPPLIES 176856 176856 EQUIPMENT REPAIRS AND M 92778 81613 11165 BAD DEBT 24000 24000 DUES & SUBSCRIPTIONS 5321 881 4440 10034 2863 7171 3836108 3186482 649626 0 131476 100909 697406 662600 205028 758415 2400 4392 7763404 5323134 2706965 2440270 732134 1043049 4475409 5009635 153445 173284 5722534 5593059 152929 130343 274608 288657 24751 216693 6328267 6402036 X -1857999 -1402542 5141 10141 -1852858 -1392401 4475409 5009635 X 406368 49089 5000 X X 0 1 X 1 0 X 0 0 0 0 657131 657131 2438187 3128034 3481074 3637778 3532924 16217997 754 986 22 20545 347 22654 2438941 3129020 3481096 3658323 4190402 16897782 0 820246 647883 516578 1199415 399550 3583672 820246 647883 516578 1199415 399550 3583672 13314110 1791 11777 17716 21400 16853 69537 1791 11777 17716 21400 16853 69537 2440732 3140797 3498812 3679723 4207255 16967319 0.78470 0.73770 0.00410 0.00400 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 36773 36773 7266546 4917661 2348885 460085 405473 54612 2440270 INVESTMENTS HELD BY RELATED PARTY 1037003 INTEREST IN NET ASSETS OF EHF 6046 1043049 RELATED PARTY PAYABLE 216693 216693 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 216578 0 112668 0 0 0 6421 0 26933 0 362600 0 0 JOHN T HENRY CFO 0 133895 0 53563 0 0 0 4379 0 30644 0 222481 0 0 STEVEN MORK COO 0 153505 0 45565 0 0 0 4616 0 12169 0 215855 0 0 MARY ROUTHIEAUX CAO 0 129454 0 28183 0 0 0 3993 0 23274 0 184904 0 0 FORM 990, PART IV, LINE 24A THE ORGANIZATION SHARES THE PROCEEDS AND PURPOSE OF A TAX EXEMPT BOND ISSUED IN 2012 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, 12/31/2020, THE OUTSTANDING BALANCE OF THE BOND FOR EPISCOPAL CHURCH HOME OF MINNESOTA AND IRIS PARK COMMONS WAS $5,817,500 AND 3,132,500 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. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 23,868. MANAGEMENT AND GENERAL EXPENSES 14,534. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 38,402. NURSING SERVICES: PROGRAM SERVICE EXPENSES 1,234,615. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,234,615. FORM 990, PART XI, LINE 9: CHANGE IN INTEREST IN RELATED PARTY 5,000. 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 1234615 BOOK VALUE EH SERVICES M 454765 BOOK VALUE EPISCOPAL HOMES FOUNDATION M 82545 BOOK VALUE EPISCOPAL CHURCH HOME OF MINNESOTA P 715776 BOOK VALUE EPISCOPAL CHURCH HOME OF MINNESOTA P 432205 BOOK VALUE