2020-10-15T11:43:24-05:00 2019-12-31 390758449 WIPFLI LLP 1502 LONDON ROAD SUITE 200 DULUTH MN 55812 990 2019-01-01 411433860 IRIS PARK COMMONS IRIS 6516328801 1850 UNIVERSITY AVENUE WEST ST PAUL MN 55104 MARVIN PLAKUT PRESIDENT & CEO 6512098529 2020-08-18 1 MICHAEL J PETERSON CPA P01833529 2187224705 2020-08-18 4.4.25.242 2020-08-18 05:57:28 CD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 9747BB8E0DC0E78824B7C9EDF76D609BB7F00C05 2019 2021-01-29 14:40:06Z MARVIN PLAKUT 490 LYNNHURST AVENUE EAST ST PAUL MN 55104 3817766 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 15 0 0 0 0 3481074 3637778 16411 115550 22 20545 3497507 3773873 0 745000 0 0 601690 698872 0 0 0 2512905 2710214 3114595 4154086 382912 -380213 4937816 4475409 6396628 6328267 -1458812 -1852858 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 3613980 745000 3637778 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. 3613980 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 1 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 LYNNHURST AVENUE EAST ST PAUL MN 55104 DAVID CARLSEN DIRECTOR 0.10 1.10 X 0 0 0 BRAD CLARY DIRECTOR 0.10 1.10 X 0 0 0 DENISE COLE DIRECTOR (THRU SEPT) 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 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 REV BRIAN PRIOR DIRECTOR 0.10 1.10 X 0 0 0 JEROME O'BRIEN SLAWIK DIRECTOR 0.10 1.10 X 0 0 0 TOM SCHAEFER DIRECTOR 0.10 1.10 X 0 0 0 JAMES TIFT DIRECTOR 0.10 1.10 X 0 0 0 LEWIS ZIEDNER DIRECTOR (THRU SEPT) 0.10 1.10 X 0 0 0 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 CAROL FORBES SECRETARY 0.10 1.10 X X 0 0 0 CHRIS HOWARD SECRETARY (THRU SEPT) 0.10 1.10 X X 0 0 0 MELISSA GILBERTSON TREASURER 0.10 1.10 X X 0 0 0 MARVIN PLAKUT PRESIDENT/CEO 3.00 37.00 X 0 217740 37970 JOHN T HENRY CFO 3.00 37.00 X 0 136159 28051 STEVEN MORK COO 3.00 37.00 X 0 147346 13187 MARY ROUTHIEAUX CAO 3.00 37.00 X 0 125686 26803 0 626931 106011 0 0 1 0 EPISCOPAL HOME CARE & SERVICES 490 LYNNHURST AVENUE EAST ST PAUL MN 55104 NURSING SERVICES 923945 EH SERVICES INC 490 LYNNHURST AVENUE EAST ST PAUL MN 55104 MANAGEMENT SERVICES 385415 2 RENTAL REVENUE 531110 3637172 3637172 OTHER TENANT CHARGES 531110 606 606 3637778 21400 21400 138043 43893 94150 94150 94150 20545 20545 20545 3773873 3637778 0 136095 X 745000 745000 549959 470063 79896 9221 7978 1243 90123 79367 10756 49569 44073 5496 444283 89616 354667 1143 1143 18256 18256 2311 2311 958070 953131 4939 1349 1349 45712 29135 16577 19117 2453 16664 253647 253647 24775 24753 22 8344 3765 4579 312254 312254 319576 319576 18100 18100 PROGRAM SUPPLIES 157528 157528 EQUIPMENT REPAIRS AND M 82666 72989 9677 BAD DEBT 24000 24000 DUES & SUBSCRIPTIONS 5974 913 5061 13109 5639 7470 4154086 3613980 540106 0 171670 131476 679781 697406 157497 205028 1454 2400 7725312 5018347 2994986 2706965 932428 732134 4937816 4475409 125804 153445 5848759 5722534 160823 152929 261242 274608 0 24751 6396628 6328267 X -1463953 -1857999 5141 5141 -1458812 -1852858 4937816 4475409 -380213 -13833 0 X X 0 1 X 1 0 X 14336 14336 2441075 2438187 3128034 3481074 3637778 15126148 20449 754 986 22 20545 42756 2475860 2438941 3129020 3481096 3658323 15183240 0 753096 820246 647883 516578 1199415 3937218 753096 820246 647883 516578 1199415 3937218 11246022 8874 1791 11777 17716 21400 61558 8874 1791 11777 17716 21400 61558 2484734 2440732 3140797 3498812 3679723 15244798 0.73770 0.80240 0.00400 0.00300 X 0 1 X 5141 5141 27406 -22265 5141 38164 -10758 27406 17879 20285 38164 115087 4646 101854 17879 0.00000 0.00000 1.00000 0 0 36773 36773 7228454 4627906 2600548 460085 390441 69644 2706965 INVESTMENTS HELD BY RELATED PARTY 731088 INTEREST IN NET ASSETS OF EHF 1046 732134 RELATED PARTY PAYABLE 24751 24751 PART IV, LINE 2B: THE ORGANIZATION IS THE TRUSTEE OF RESIDENT FUNDS AND HAS FIDUCIARY RESPONSIBILITY FOR THE ADMINISTRATION AND DISTRIBUTION OF THESE FUNDS FOR RESIDENTS OF THE ORGANIZATION. PART V, LINE 4: THE BALANCE OF THE ENDOWMENT FUND CONSISTS OF A HUD CAPITAL ADVANCE MORTGAGE NOTE. THE ADVANCE BEARS NO INTEREST, AND REPAYMENT IS NOT REQUIRED AS LONG AS THE HOUSING REMAINS AVAILABLE FOR VERY-LOW INCOME ELDERLY PERSONS IN ACCORDANCE WITH REGULATORY AGREEMENTS AND REGULATIONS FOR A PERIOD OF 40 YEARS. MANAGEMENT BELIEVES THAT THE POSSIBILITY THAT REPAYMENT WILL OCCUR IS REMOTE AND THAT THE TREATMENT OF THE CAPITAL ADVANCE AS A TEMPORARILY RESTRICTED CONTRIBUTION RELATED TO THE ACQUISITION OF A LONG-LIVED ASSET AND WILL CONTINUE TO REPORT IT AS SUCH AS LONG AS THE USE OF THE HOUSING PROJECT REMAINS RESTRICTED BY HUD. 1 EPISCOPAL CHURCH HOME OF MINNESOTA 1879 FERONIA AVENUE ST PAUL MN 55104 410706110 501(3)(C) 550000 OPERATIONAL SUPPORT EPISCOPAL HOMES FOUNDATION OF MINNESOTA 490 LYNNHURST AVENUE EAST ST PAUL MN 55104 411703612 501(3)(C) 195000 OPERATIONAL SUPPORT 2 0 PART I, LINE 2: THE ORGANIZATION IS RELATED TO THE ORGANIZATIONS THAT RECEIVED THE GRANT FUNDS IN 2019. THEY ARE ABLE TO MONITOR THE USE OF FUNDS THROUGH THEIR MUTUAL PARENT ORGANIZATION. 0 0 0 0 0 0 0 0 0 MARVIN PLAKUT PRESIDENT/CEO 0 217740 0 0 0 0 0 6421 0 31549 0 255710 0 0 JOHN T HENRY CFO 0 136159 0 0 0 0 0 4379 0 23672 0 164210 0 0 STEVEN MORK COO 0 147346 0 0 0 0 0 4616 0 8571 0 160533 0 0 MARY ROUTHIEAUX CAO 0 125686 0 0 0 0 0 3993 0 22810 0 152489 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, 12/31/2019, THE OUTSTANDING BALANCE OF THE BOND FOR EPISCOPAL CHURCH HOME OF MINNESOTA AND IRIS PARK COMMONS WAS $5,957,250 AND 3,207,750 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 CAUSES 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 OR 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 29,186. MANAGEMENT AND GENERAL EXPENSES 4,939. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 34,125. NURSING SERVICES: PROGRAM SERVICE EXPENSES 923,945. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 923,945. 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 SENIOR HOUSING MN 501(C)(3) LINE 10 EPISCOPAL HOMES OF MINNESOTA 1 CORNELIA HOUSE 490 LYNNHURST AVENUE EAST ST PAUL MN 55104 061692748 SENIOR HOUSING MN 501(C)(3) LINE 10 EPISCOPAL HOMES OF MINNESOTA 1 EH SERVICES INC 490 LYNNHURST AVENUE EAST ST PAUL MN 55104 455322401 FACILITIES MANAGMENT 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 SENIOR HOUSING MN 501(C)(3) LINE 10 EPISCOPAL HOMES OF MINNESOTA 1 MIDWAY POINTE 490 LYNNHURST AVENUE EAST ST PAUL MN 55104 454788152 LOW INCOME HOUSING MN 501(C)(3) LINE 10 EPISCOPAL HOMES OF MINNESOTA 1 SEABURY 1830 UNIVERSITY AVENUE WEST ST PAUL MN 55104 411997880 LOW INCOME 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 0 1 1 0 0 0 0 0 0 0 1 1 1 1 0 0 0 EPISCOPAL CHURCH HOME OF MINNESOTA B 550000 BOOK VALUE EPISCOPAL HOMES FOUNDATION B 195000 BOOK VALUE EPISCOPAL HOMES CARE AND SERVICES M 923945 BOOK VALUE EH SERVICES M 385415 BOOK VALUE EPISCOPAL HOMES FOUNDATION M 72628 BOOK VALUE EPISCOPAL CHURCH HOME OF MINNESOTA P 698872 BOOK VALUE EPISCOPAL CHURCH HOME OF MINNESOTA P 434415 BOOK VALUE