2025-10-29T09:38:47-05:00 2024-12-31 393647910 WIPFLI ADVISORY LLC 1502 LONDON ROAD SUITE 200 DULUTH MN 55812 990 2024-01-01 410706110 EPISCOPAL CHURCH HOME OF MINNESOTA EPIS 6516460622 1879 FERONIA AVENUE ST PAUL MN 55104 TOM HENRY PRESIDENT & CEO 6516460622 2025-10-29 1 1 MICHAEL J PETERSON CPA P01833529 2187224705 2025-10-29 2024 2025-03-06 01:10:19Z TOM HENRY 490 E LYNNHURST AVENUE ST PAUL MN 55104 21131761 0 1194 X WWW.EHOMESMN.ORG X 1894 MN PROVIDE SKILLED CARE IN THE OPERATION OF NURSING HOME. 16 16 610 53 0 0 683273 1043261 19139777 19822790 137186 180433 65413 52719 20025649 21099203 0 43193 0 0 13378131 14207457 0 0 61963 7154419 7254297 20532550 21504947 -506901 -405744 15557062 16251751 11596293 11078696 3960769 5173055 OUR MISSION IS TO ENRICH LIFE AND BUILD COMMUNITY WITH OLDER ADULTS. 0 0 18657644 43193 19826315 EPISCOPAL CHURCH HOME PROVIDES 24-HOUR SKILLED NURSING CARE IN PLEASANT, HOME-LIKE SETTINGS CALLED HOUSEHOLDS. RESIDENTS LIVE IN COMFORTABLE, PRIVATE ROOMS WITHIN HOUSEHOLD COMMUNITIES. EACH HOUSEHOLD HAS ITS OWN TEAM OF QUALIFIED, CARING STAFF MEMBERS. THE SERVICES INCLUDED ARE ON-SITE PHYSICIANS, NURSE PRACTITIONERS, PODIATRISTS, DENTISTS, OPTOMETRISTS, PSYCHOLOGIST AND HEARING AID SPECIALISTS. THERE IS ALSO SPIRITUAL WELLNESS PROVIDED BY ON-STAFF CHAPLAINS, WITH A VARIETY OF MINISTRY AND WORSHIP SERVICES IN TWO ON-SITE CHAPELS. THE EPISCOPAL CHURCH HOME HAS 81 SKILLED NURSING BEDS AND 50 BOARD AND CARE BEDS. 18657644 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 6 0 610 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 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 MELISSA GILBERTSON CHAIR 0.10 1.20 X X 0 0 0 PETER GOVE CHAIR (THRU NOV)/DIRECTOR 0.10 1.20 X X 0 0 0 MARY LILJA VICE-CHAIR 0.10 1.20 X X 0 0 0 DAVID CARLSEN TREASURER 0.10 1.20 X X 0 0 0 BRIAN OSTENSO TREASURER (THRU NOV) 0.10 1.20 X X 0 0 0 CAROL FORBES SECRETARY 0.10 1.20 X X 0 0 0 MARK CAPALDINI DIRECTOR 0.10 1.20 X 0 0 0 KATHLEEN CUMMINGS DIRECTOR 0.10 1.20 X 0 0 0 RICHARD CUNNINGHAM DIRECTOR 0.10 1.20 X 0 0 0 ANDY CURRIE DIRECTOR (THRU JUNE) 0.10 1.20 X 0 0 0 LOIS CUTLER DIRECTOR 0.10 1.20 X 0 0 0 GENE GELGELU DIRECTOR (THRU APRIL) 0.10 1.20 X 0 0 0 JIHAN GOLDEN DIRECTOR (THRU NOV) 0.10 1.20 X 0 0 0 MARY GREER DIRECTOR 0.10 1.20 X 0 0 0 SUE HAIGH DIRECTOR 0.10 1.20 X 0 0 0 TOM HOVE DIRECTOR 0.10 1.20 X 0 0 0 GAYLE KVENVOLD DIRECTOR 0.10 1.20 X 0 0 0 REV CRAIG LOYA DIRECTOR 0.10 1.20 X 0 0 0 SARAH JANE NOWLIN DIRECTOR 0.10 1.20 X 0 0 0 TOM SCHAEFER DIRECTOR 0.10 1.20 X 0 0 0 JIM SCHEIBEL DIRECTOR 0.10 1.20 X 0 0 0 MARTHA SWENSON DIRECTOR (THRU NOV) 0.10 1.20 X 0 0 0 JOHN T HENRY PRESIDENT/CEO 3.00 37.00 X 348249 0 23414 MELISSA SCHNEIDER COO 3.00 37.00 X 203446 0 15830 HEIDI ELMQUIST CAO 3.00 37.00 X 142816 0 36948 MARVIN PLAKUT PRESIDENT/CEO (THRU MARCH) 3.00 37.00 X 156390 0 6430 KEANAN FRANCO SENIOR DIRECTOR OF SNF & AL OPERATIONS 40.00 0.00 X 140980 0 13535 LEILA DENNIS REGISTERED NURSE 40.00 0.00 X 140927 0 12780 MARK LADWIG DIRECTOR OF TECHNOLOGY SERVICES 40.00 0.00 X 136984 0 13956 INEZ KALLE DIRECTOR OF NURSING 40.00 X 134620 0 4791 STACEY HOLSTAD DIRECTOR OF NURSING 40.00 X 120366 0 3617 1524778 0 131301 19 0 1 0 EH SERVICES 490 LYNNHURST AVENUE EAST ST PAUL MN 55104 MANAGEMENT SERVICES 2267260 1 110619 932642 1043261 PATIENT SERVICE REVENUE 531110 19822790 19822790 19822790 212991 212991 32558 -32558 -32558 -32558 52719 3525 49194 52719 21099203 19826315 0 229627 43193 43193 933525 933245 280 11074061 10752408 321653 123027 119464 3563 896811 869622 27189 1180033 1143443 36590 2264647 367142 1835995 61510 2613 2613 78695 78695 4331 4331 313811 222840 90971 188 188 296758 204622 92136 209030 91692 117338 341575 317121 24454 4799 1691 3108 54842 47742 7100 338640 330870 7770 734437 722484 11500 453 74092 74092 MEDICAL SUPPLIES & DRUG 915018 915018 FOOD SERVICE 438577 438577 EQUIPMENT REPAIRS AND M 315579 315579 DHS SURCHARGE 228015 199099 28916 638650 621792 16858 21504947 18657644 2785340 61963 758007 242517 2068469 2519104 1901156 2167163 11882 40296 21824960 15534339 6844499 6290621 3973049 4992050 15557062 16251751 1293049 1455769 550005 0 8469365 8156118 13343 12122 1270531 1454687 11596293 11078696 X 3891283 5103569 69486 69486 3960769 5173055 15557062 16251751 X -405744 618030 1000000 X X 0 1 X 1 0 X 1644724 101884 772988 683273 1432621 4635490 15293311 17048145 18349574 19139777 19822790 89653597 41987 82868 46691 65413 52719 289678 16980022 17232897 19169253 19888463 21308130 94578765 0 0 0 94578765 92341 193981 12581 137186 212991 649080 92341 193981 12581 137186 212991 649080 17072363 17426878 19181834 20025649 21521121 95227845 0.99320 0.99440 0.00680 0.00560 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 181281 181281 18780816 13277584 5503232 2859333 2256755 602578 3530 3530 6290621 INVESTMENTS HELD BY FOUNDATION 4952717 OTHER ASSETS 39333 4992050 ASSET RETIREMENT OBLIGATION LIABILITY 569404 RELATED PARTY PAYABLES 885283 1454687 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. X X 0 0 0 0 0 0 0 0 0 JOHN T HENRY PRESIDENT/CEO 323249 0 25000 0 0 0 0 0 23414 0 371663 0 0 0 MELISSA SCHNEIDER COO 183796 0 19110 0 540 0 0 0 15830 0 219276 0 0 0 HEIDI ELMQUIST CAO 133546 0 9048 0 222 0 4448 0 32500 0 179764 0 0 0 MARVIN PLAKUT PRESIDENT/CEO (THRU MARCH) 114390 0 42000 0 0 0 0 0 6430 0 162820 0 0 0 KEANAN FRANCO SENIOR DIRECTOR OF SNF & AL OPERATIO 134439 0 6541 0 0 0 0 0 13535 0 154515 0 0 0 LEILA DENNIS REGISTERED NURSE 140927 0 0 0 0 0 1168 0 11612 0 153707 0 0 0 MARK LADWIG DIRECTOR OF TECHNOLOGY SERVICES 131955 0 5029 0 0 0 4174 0 9782 0 150940 0 0 0 A HOUSING AND REDEVELOPMENT AUTHORITY OF THE CITY OF SAINT PAUL MINNESOTA 521440935 792908DG7 2021-09-30 14820448 REFUNDING OF 1999 BOND ISSUE, AND RESERVES RELATED TO CAMPUS EXPANSION 0 0 0 A 1175000 14820448 979338 13585177 255933 2021 1 0 1 1 A 0 0 0 0 0 0 1 A 0 0 0 1 0 0 0 0 1 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 B THE ORGANIZATION SHARES THE PROCEEDS AND PURPOSE OF THE FUNDS FROM THIS BOND WITH A RELATED ORGANIZATION, IRIS PARK COMMONS. AT THE END OF TAX YEAR, 12/31/2024, THE OUTSTANDING BALANCE OF THE BOND FOR EPISCOPAL CHURCH HOME OF MINNESOTA AND IRIS PARK COMMONS WAS $8,261,500 AND $5,063,500 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 CEO 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 XI, LINE 9: INTERCOMPANY TRANSFERS 1,000,000. FORM 990, PART XII, LINE 2C THE BOARD OF DIRECTORS FINANCE COMMITTEE IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT AND THE SELECTION OF THE 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 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 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 BEYOND HOSPICE 490 LYNNHURST AVENUE EAST ST PAUL MN 55104 920490156 HOSPICE CARE 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 0 1 0 0 EH SERVICES M 2211297 BOOK VALUE EPISCOPAL HOMES FOUNDATION OF MINNESOTA M 53350 BOOK VALUE IRIS PARK COMMONS P 335342 BOOK VALUE EH SERVICES Q 3994040 BOOK VALUE CORNELIA HOUSE Q 143275 BOOK VALUE CARTY HEIGHTS Q 118820 BOOK VALUE IRIS PARK COMMONS Q 2265253 BOOK VALUE KINGS CROSSING Q 121217 BOOK VALUE SEABURY Q 186500 BOOK VALUE MIDWAY POINTE Q 133691 BOOK VALUE EPISCOPAL HOMES FOUNDATION OF MINNESOTA Q 53397 BOOK VALUE EPISCOPAL HOMES MANAGEMENT SERVICES OF MINNESOTA Q 164131 BOOK VALUE BEYOND HOSPICE Q 3233108 BOOK VALUE