2019-08-15T08:42:22-05:00 2018-09-30 410746749 CLIFTONLARSONALLEN LLP 121 WEST BRIDGE STREET OWATONNA MN 55060 990 2017-10-01 410847708 ST JOHN'S LUTHERAN HOME STJO 5073738226 901 LUTHER PLACE ALBERT LEA MN 56007 SCOT SPATES CEO 5073738226 2019-08-14 1 TRENT FAST P00692704 5074467100 67.137.57.251 2019-08-14 10:32:48 CD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 E15E9B4EB1A60BD1D702B694EDC9E6CB78BD26C3 2017 2019-02-21 02:37:17Z ST JOHN'S LUTHERAN COMMUNITY SCOT SPATES 901 LUTHER PLACE ALBERT LEA MN 56007 16809995 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. 10 10 354 85 21882 -6839 368052 559838 14297662 16178646 22737 35485 35411 36026 14723862 16809995 0 0 0 0 10120960 10279964 0 0 0 5480931 7545297 15601891 17825261 -878029 -1015266 51559313 50347936 43157608 42846581 8401705 7501355 TO PROVIDE PHYSICAL, EMOTIONAL, SOCIAL AND CHRISTIAN CARE FOR ALL PEOPLE, WITH DIGNITY AND RESPECT, IN AN ENVIRONMENT OF GOD'S GRACE. 0 0 16266051 0 16156764 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. 16266051 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 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 30 0 354 1 1 1 0 0 0 0 0 0 0 0 0 X 10 10 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 CHARLES REINDAL CHAIRMAN 1.00 X X 0 0 0 DARRYL MEYER CHAIRMAN - PART YEAR 1.00 X X 0 0 0 DONNA NELSON VICE CHAIRMAN 1.00 X X 0 0 0 LANCE SKOV VICE CHAIRMAN - PART YEAR 1.00 X X 0 0 0 STEVEN ZENK TREASURER 1.00 X X 0 0 0 LARRY TRAMPEL TREASURER - PART YEAR 1.00 X X 0 0 0 DEB KENISON SECRETARY 1.00 X X 0 0 0 JOSH ENDERSON DIRECTOR 1.00 X 0 0 0 JOEL ERICKSON DIRECTOR 1.00 X 0 0 0 JO HANSON DIRECTOR - PART YEAR 1.00 X 0 0 0 ANITA HELLAND DIRECTOR 1.00 X 0 0 0 LARRY IRVINE DIRECTOR 1.00 X 0 0 0 DEAN JENSEN DIRECTOR 1.00 X 0 0 0 RANDY NICOL DIRECTOR 1.00 X 0 0 0 DUANE MALLON CFO 40.00 X 84180 0 21022 SCOT SPATES CEO 40.00 X 130435 0 23126 214615 0 44148 1 0 1 0 STEWART TITLE COMPANY 8 PINE TREE DRIVE STE 110 ARDEN HILLS MN 55112 TITLE CO. PAID CONTRACTORS 7530984 REHAB CARE PO BOX 503534 ST LOUIS MO 631503534 THERAPY SERVICES 419456 HORTY ELVING & ASSOCIATES 505 EAST GRANT STREET MINNEAPOLIS MN 55404 ARCHITECTURE 180974 JOSEPH CONSTRUCTION PO BOX 427 AUSTIN MN 55912 CONSTRUCTION 123760 4 411844 1675 146319 559838 RESIDENT REVENUE 623000 14723964 14723964 MEDICARE/MEDICAID PAYMENTS 623000 1421971 1421971 MANAGEMENT INCOME 561700 21882 0 21882 MISCELLANEOUS REVENUE 623000 10449 10449 PHONE RENTAL 623000 380 380 16178646 35485 35485 BEAUTY SHOP 623000 24937 24937 MISCELLANEOUS INCOME 900099 6542 6542 NON-RESIDENT MEALS 623000 4173 4173 374 374 36026 16809995 16156764 21882 71511 258763 258763 8268280 7840335 427945 9109 8380 729 1083708 997011 86697 660104 607296 52808 20837 20837 79411 79411 284193 191229 92964 54442 54442 480513 425684 54829 733392 733392 8052 5683 2369 42735 36125 6610 1353101 1353101 1542378 1542378 94730 94730 FOOD COSTS 730200 730200 AL COSTS 512308 512308 MISCELLANEOUS EXPENSE 471675 292760 178915 TAXES & LICENSES 443021 443021 694309 547148 147161 17825261 16266051 1559210 0 396258 396053 4508367 3874667 148079 80979 1424399 1413952 192354 192277 62466142 18178279 44784183 44287863 100059 100018 5614 2127 51559313 50347936 4229067 2391410 20878908 20516880 165381 185400 17432824 19301463 451428 451428 43157608 42846581 X 8253625 7305459 148080 80980 114916 8401705 7501355 51559313 50347936 -1015266 114916 0 X X 0 1 X 1 1 1 X 343474 763513 3028901 368052 559838 5063778 11842431 11329899 12119060 14297662 16178646 65767698 12185905 12093412 15147961 14665714 16738484 70831476 308631 318185 331076 324134 411844 1693870 0 308631 318185 331076 324134 411844 1693870 69137606 18335 30416 38667 22737 35485 145640 18335 30416 38667 22737 35485 145640 45167 36800 39719 35411 150081 307178 12249407 12160628 15226347 14723862 16924050 71284294 0.96990 0.97060 0.00200 0.00230 X 0 1 X 424462 424462 49121321 10834800 38286521 8573658 5469922 3103736 4346701 1873557 2473144 44287863 ASSET RETIREMENT OBLIGATION 451428 451428 X 16755895 0 16755895 54100 54100 16809995 17825261 0 17825261 0 17825261 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: RESTRICTED CAPITAL CONTRIBUTIONS 54,100. X 0 0 0 0 0 0 0 0 0 SCOT SPATES CEO 130435 0 0 0 0 0 0 0 23126 0 153561 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 580000 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 0.00000 0.00000 0.00000 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 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