2020-08-17T09:24:33-05:00 2019-09-30 410746749 CLIFTONLARSONALLEN LLP 121 WEST BRIDGE STREET OWATONNA MN 55060 990 2018-10-01 410847708 ST JOHN'S LUTHERAN HOME STJO 5073738226 901 LUTHER PLACE ALBERT LEA MN 56007 SCOT SPATES CEO 5073738226 2020-08-17 1 TRENT FAST P00692704 5074467100 2020-08-17 67.137.57.251 2020-08-17 08:43:48 CD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 AFC456E44E71D2BE4375B17F3D3D960B8395F1E4 2018 2020-09-22 18:59:49Z ST JOHN'S LUTHERAN COMMUNITY SCOT SPATES 901 LUTHER PLACE ALBERT LEA MN 56007 17718508 0 9386 X WWW.STJOHNSOFALBERTLEA.ORG X 1957 MN ST. JOHN'S LUTHERAN HOME WAS ORGANIZED FOR THE PURPOSE OF BUILDING, ERECTING, ESTABLISHING, MAINTAINING, EQUIPPING, MANAGING, OPERATING, AND ENDOWING A CHRISTIAN HOME MINISTERING TO THE PHYSICAL, SPIRITUAL, EMOTIONAL, AND SOCIAL NEEDS OF AGING MEN AND WOMEN. 9 9 368 60 25203 -4721 559838 398863 16178646 17186298 35485 94652 36026 38695 16809995 17718508 0 0 0 0 10279964 10582690 0 0 0 7545297 7957144 17825261 18539834 -1015266 -821326 50347936 48683626 42846581 41734397 7501355 6949229 TO PROVIDE PHYSICAL, EMOTIONAL, SOCIAL AND CHRISTIAN CARE FOR ALL PEOPLE, WITH DIGNITY AND RESPECT, IN AN ENVIRONMENT OF GOD'S GRACE. 0 0 17184618 17161095 ST JOHN'S LUTHERAN HOME WAS ORGANIZED FOR THE PURPOSE OF BUILDING, ERECTING, ESTABLISHING, MAINTAINING, EQUIPPING, MANAGING, OPERATING, AND ENDOWING A CHRISTIAN HOME MINISTERING TO THE PHYSICAL, SPIRITUAL, EMOTIONAL AND SOCIAL NEEDS OF AGING MEN AND WOMEN. PROVISION OF NURSING CARE AND HOUSING TO THE ELDERLY AND HANDICAPPED BY OPERATING A 170-BED LICENSED NURSING FACILITY, A 40-UNIT INDEPENDENT LIVING COMPLEX, A 48-UNIT APARTMENT COMPLEX AND A 32-UNIT ASSISTED LIVING. 17184618 1 1 0 0 0 0 0 0 1 0 1 0 0 0 1 1 1 0 0 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 0 0 1 0 0 0 1 39 0 368 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 9 9 1 0 0 0 1 1 1 1 0 0 0 0 1 1 1 1 1 1 1 0 MN X DUANE MALLON 5074731015 901 LUTHER PL ALBERT LEA MN 56007 DONNA NELSON CHAIRMAN 1.00 X X 0 0 0 CHARLES REINDAL CHAIRMAN - PART YEAR 1.00 X X 0 0 0 JOEL ERICKSON VICE CHAIRMAN 1.00 X X 0 0 0 DEAN JENSEN SECRETARY 1.00 X X 0 0 0 DEB KENISON SECRETARY - PART YEAR 1.00 X X 0 0 0 RANDY NICOL TREASURER 1.00 X X 0 0 0 STEVEN ZENK TREASURER - PART YEAR 1.00 X X 0 0 0 JOSH ENDERSON DIRECTOR 1.00 X 0 0 0 ANITA HELLAND DIRECTOR 1.00 X 0 0 0 LARRY IRVINE DIRECTOR 1.00 X 0 0 0 JERRY NOLAND DIRECTOR 1.00 X 0 0 0 DOUG WALLIN DIRECTOR 1.00 X 0 0 0 SCOT SPATES CEO 40.00 X 120917 0 21738 DUANE MALLON CFO 40.00 X 92208 0 14085 213125 0 35823 1 0 0 0 REHAB CARE PO BOX 503534 ST LOUIS MO 631503534 THERAPY SERVICES 497385 1 339536 16375 42952 398863 RESIDENT REVENUE 623000 13424133 13424133 MEDICARE/MEDICAID PAYMENTS 623000 3725965 3725965 MANAGEMENT INCOME 561700 25203 25203 MISCELLANEOUS REVENUE 623000 10546 10546 PHONE RENTAL 623000 451 451 17186298 89136 89136 5516 0 5516 5516 5516 BEAUTY SHOP 623000 31997 31997 NON-RESIDENT MEALS 623000 4149 4149 MISCELLANEOUS INCOME 900099 2432 2432 117 117 38695 17718508 17161095 25203 133347 248948 248948 8475525 8042530 432995 2310 2310 1182415 1182415 673492 673492 19733 19733 91336 91336 442670 333264 109406 51138 51138 737245 658355 78890 852176 852176 11275 9129 2146 53185 49291 3894 1465263 1465263 1971793 1971793 142553 43024 99529 FOOD COSTS 774044 774044 TAXES & LICENSES 543353 543353 THERAPY EXPENSE 295334 295334 MISCELLANEOUS EXPENSE 237188 200710 36478 268858 88135 180723 18539834 17184618 1355216 0 396053 857381 3874667 3232489 80979 52979 1413952 1526791 192277 190060 62972714 20150072 44287863 42822642 100018 2127 1284 50347936 48683626 2391410 2046633 20516880 20053707 185400 200097 19301463 18982532 451428 451428 42846581 41734397 X 7305459 6896249 80980 52980 114916 0 7501355 6949229 50347936 48683626 X -821326 269200 X X 0 1 X 1 0 X 763513 3028901 368052 559838 452963 5173267 11329899 12119060 14297662 16178646 17203777 71129044 12093412 15147961 14665714 16738484 17656740 76302311 318185 331076 324134 411844 339536 1724775 0 318185 331076 324134 411844 339536 1724775 74577536 30416 38667 22737 35485 89108 216413 30416 38667 22737 35485 89108 216413 36800 39719 35411 150081 262011 12160628 15226347 14723862 16924050 17745848 76780735 0.97130 0.96990 0.00280 0.00200 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 424462 424462 49492181 13190129 36302052 8633505 3867130 4766375 4422566 3092813 1329753 42822642 ASSET RETIREMENT OBLIGATION 451428 451428 X 17610059 0 17610059 108449 108449 17718508 18431385 0 18431385 108449 108449 18539834 PART IV, LINE 2B: RESIDENT TRUST ACCOUNTS AND TENANT SECURITY DEPOSITS PART X, LINE 2: THE ORGANIZATION HAS BEEN GRANTED EXEMPT STATUS RELATIVE TO FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)3 OF THE INTERNAL REVENUE CODE. THE ORGANIZATION FOLLOWS THE INCOME TAX STANDARD FOR UNCERTAIN TAX POSITIONS. NO LIABILITY HAS BEEN RECOGNIZED BY THE ORGANIZATION AS A RESULT OF THIS STANDARD. PART XI, LINE 4B - OTHER ADJUSTMENTS: EXPENSES RECORDED AS REVENUE 108,449. PART XII, LINE 4B - OTHER ADJUSTMENTS: REVENUES RECORDED AS EXPENSES 108,449. X 0 0 0 0 0 0 0 0 0 A CITY OF HAYWARD MN HOUSING AND HC BONDS 410241036 421307AM1 2014-12-04 17556988 CONSTRUCTION AND REFINANCE EXISTING DEBT 0 0 0 B HOUSING AND HEALTH CARE FACILITIES REVENUE BONDS SERIES 2017A 410241036 421307AR0 2017-02-09 1950000 BUILDING CONSTRUCTION 0 0 0 A 17715000 1242819 276761 318870 13225886 2650664 2017 1 0 1 1 B 1950000 145545 39000 1765455 0 0 1 1 A 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 A 1 0 0 0 0 0 B 1 0 0 0 0 0 A 1 B 1 FORM 990, PART VI, SECTION A, LINE 2 CHARLES REINDAL AND DONNA NELSON - BUSINESS RELATIONSHIP FORM 990, PART VI, SECTION A, LINE 6 THE VOTING MEMBERS OF THE CORPORATION SHALL BE LUTHERAN CONGREGATIONS, HEREAFTER REFERRED TO AS CORPORATE CONGREGATIONS, LOCATED PRINCIPALLY IN THE AREA OF THE BLUE EARTH RIVER CONFERENCE OF THE EVANGELICAL LUTHERAN CHURCH IN AMERICA (ELCA) AND OTHER LUTHERAN CONGREGATIONS WHO ARE INVITED TO BECOME MEMBERS OF THIS CORPORATION. FORM 990, PART VI, SECTION A, LINE 7A VOTING MEMBERS ARE PART OF THE NOMINATING COMMITTEE THAT SELECT CANDIDATES FOR THE BOARD OF DIRECTORS. SELECTED CANDIDATES ARE THEN ELECTED BY THE VOTING MEMBERS OF THE CORPORATION. FORM 990, PART VI, SECTION A, LINE 7B THE BYLAWS CAN BE AMENDED BY A MAJORITY VOTE OF THE MEMBERS. BY A MAJORITY VOTE OF THE MEMBERS, AMENDMENTS TO THE BYLAWS CAN ALSO BE DELEGATED TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 8B THE BOARD OF DIRECTORS HAS SOLE AUTHORITY AND DOES NOT HAVE ANY OTHER COMMITTES WITH AUTHORITY TO ACT ON BEHALF OF THEM. FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO BEING FILED WITH THE IRS, THE BOARD CHAIRMAN AND CEO REVIEW IN DETAIL A COPY OF THE FORM 990, INCLUDING A CONFIRMATION OF THE ACCURACY OF EVERY ANSWER AND OVERSIGHT OF APPROPRIATE CHANGES. FORM 990, PART VI, SECTION B, LINE 12C A CORPORATE COMPLIANCE PROGRAM IS REVIEWED WITH ALL NEW HIRES AND WITH NEW BOARD MEMBERS. BOARD MEMBERS AND KEY EMPLOYEES ANNUALLY COMPLETE A SURVEY RELATED TO BUSINESS RELATIONSHIPS AND FAMILY MEMBERS THAT COULD OR DO CREATE A CONFLICT OF INTEREST. THESE ARE SUMMARIZED AND FILED ALONG WITH BOARD MEETING MINUTES. CONFLICTS OF INTEREST ARE DETERMINED BY A REVIEW OF THE POTENTIAL CONFLICTS BY THE ADMINISTRATOR AND BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS USED TO SET THE ADMINISTRATOR'S, CFO AND OTHER KEY EMPLOYEES ANNUAL SALARY IS BASED ON A COMPARISON TO COMPARABLE ORGANIZATIONS. THE BOARD OF DIRECTORS REVIEWS THE MINNESOTA SENIOR HOUSING TRADE ASSOCIATION'S ANNUAL WAGE SURVEY. THIS SURVEY INCLUDES INFORMATION RELATED TO THE SIZE OF THE ORGANIZATION AND THE NOT-FOR-PROFIT STATUS OF THE ORGANIZATION. IN ADDITION TO THIS, THE 990'S FROM COMPARABLE SENIOR HOUSING CAMPUSES ARE REVIEWED BY THE BOARD OF DIRECTORS AND USED TO ESTABLISH THE ADMINISTRATOR'S, CFO AND OTHER KEY EMPLOYEES' WAGE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES IT GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: ADJUSTMENT TO NET ASSETS 269,200. FORM 990, PART XII, LINE 2C THE ORGANIZATION'S BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND THE SELECTION OF ITS INDEPENDENT ACCOUNTANT. ST JOHNS FOUNDATION C/O ST JOHNS HOME HWY 13 ALBERT LEA MN 56007 416054307 TO PROVIDE SUPPORT TO ST. JOHN'S LUTHERAN HOME MN 501(C)(3) LINE 12A, I N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 NO TRANSACTIONS GREATER THAN 50000