2018-06-29T09:38:50-05:00 2017-09-30 410746749 CLIFTONLARSONALLEN LLP PO BOX 217 AUSTIN MN 55912 990 2016-10-01 411373420 SAMARITAN BETHANY INC SAMA 5072895042 PO BOX 5947 ROCHESTER MN 559035947 SUSAN KNUTSON CEO/MISSION LEADER 5072895042 2018-05-29 1 EMILY SCHEEVEL P01814921 5074347000 2016 2022-09-23 18:48:47Z SUSAN KNUTSON PO BOX 5947 ROCHESTER MN 559035947 20049262 0 X WWW.SAMARITANBETHANY.COM X 1971 MN TO PROVIDE HOUSING, NURSING CARE AND RELATED SERVICES TO RESIDENTS OF A NURSING HOME AND AN APARTMENT COMPLEX COMPLETE WITH ASSISTED LIVING AND MEMORY CARE FOR THE ELDERLY. 14 14 495 275 80290 -35505 40548 189124 17657020 18059942 163990 563 78721 152643 17940279 18402272 0 0 0 0 10282623 10083002 0 0 0 8368887 13500996 18651510 23583998 -711231 -5181726 39422733 36941896 33918081 36517852 5504652 424044 TO PROVIDE HOUSING, NURSING CARE AND RELATED SERVICES TO RESIDENTS OF A NURSING HOME AND AN APARTMENT COMPLEX COMPLETE WITH ASSISTED LIVING AND MEMORY CARE FOR THE ELDERLY. 0 0 21713305 18059942 PROVIDING HOUSING, NURSING CARE AND RELATED SERVICES TO RESIDENTS OF A NURSING HOME AND AN APARTMENT COMPLEX COMPLETE WITH ASSISTED LIVING AND MEMORY CARE FOR THE ELDERLY IN THE ROCHESTER, MINNESOTA AREA. THE NURSING HOME HAS A TOTAL OF 182 BEDS. THE APARTMENT COMPLEX HAS 51 INDEPENDENT HOUSING UNITS, 16 ASSISTED LIVING UNITS AND 16 MEMORY CARE UNITS. 21713305 1 1 0 0 0 0 0 1 0 0 1 0 0 1 1 1 0 0 0 0 0 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 0 0 0 1 8 0 495 0 1 1 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MN X BRANDON MILLER 5072895042 101 7TH STREET NW ROCHESTER MN 55901 MELISSA SAUNDERS TREASURER 1.00 X X 0 0 0 JANE QUAINTANCE PRESIDENT 1.00 X X 0 0 0 JOAN ROSE SECRETARY 1.00 X X 0 0 0 SCOTT DAVIS DIRECTOR 1.00 X 0 0 0 STEVE KLOEMPKEN VICE PRESIDENT 1.00 X X 0 0 0 PETER OETLIKER DIRECTOR 1.00 X 0 0 0 STEVE THALACKER DIRECTOR 1.00 X 0 0 0 LOU HERMANSEN DIRECTOR 1.00 X 0 0 0 RAE DUNN DIRECTOR 1.00 X 0 0 0 BONNIE LENZ DIRECTOR 1.00 X 0 0 0 TERRY BIRD DIRECTOR 1.00 X 0 0 0 BILL MEINHARDT DIRECTOR 1.00 X 0 0 0 LAURIE DEYOUNG DIRECTOR 1.00 X 0 0 0 JEANNE THORESON DIRECTOR 1.00 X 0 0 0 KATHY LABAT PY DIRECTOR 1.00 X 0 0 0 TOM LEMKE PY DIRECTOR 1.00 X 0 0 0 SUSAN KNUTSON CEO 40.00 X 111077 0 19190 KYLA JACOBS ADMINISTRATOR 40.00 X 89385 0 8344 BRANDON MILLER CFO 40.00 X 81403 0 7403 EMILY AKKERMAN HOUSING MANAGER 40.00 X 43066 0 1813 324931 0 36750 1 0 0 0 REHAB CARE 7733 FORSYTH BLVD ST LOUIS MO 63105 THERAPY 790866 PATHWAY HEALTH SERVICES 11240 STILLWATER BLVD LAKE ELMO MN 55042 CONTRACTED MDS SERVICES 200464 TEXTILE CARE SERVICES 225 WOOD LAKE DR SE ROCHESTER MN 55904 CONTRACTED LAUNDRY 116989 3 189124 189124 RESIDENT REVENUE 623000 18011641 18011641 TELEVISION REVENUE 623000 30495 30495 A.T. RENTAL INCOME 531110 14460 14460 THERAPY RENTAL INCOME 623000 3346 3346 18059942 37172 37172 80290 0 80290 80290 80290 1610381 1646990 -36609 -36609 -36609 MEAL INCOME 900099 63744 63744 MISCELLANEOUS REVENUE 900099 8585 8585 FINANCE CHARGES 900099 24 24 72353 18402272 18059942 80290 72916 361691 33115 328576 8058327 8016794 41533 143676 122102 21574 900493 704551 195942 618815 473250 145565 7952 7952 28418 28418 683835 594556 89279 18929 18929 72703 15006 57697 589041 563568 25473 8770 397 8373 46538 32177 14361 2113863 2113863 1368589 1368589 94835 94835 LOSS ON EXTINGUISHMENT 4980494 4980494 MANAGEMENT FEES 806006 806006 THERAPY EXPENSE 802156 802156 FOOD COSTS 570624 570624 1308243 1322063 -13820 23583998 21713305 1870693 0 1652344 2039436 18122 16135 1576697 1821285 28407 17019 147374 193789 41271391 12780619 29610379 28490772 1515743 1621796 4873667 2741664 39422733 36941896 950126 1184803 30971604 34141814 1098928 1026735 897423 164500 33918081 36517852 X 5504652 424044 5504652 424044 39422733 36941896 -5181726 101118 0 X X 0 1 X 1 0 X 31300 33080 2974 6414 175496 249264 18106473 18737717 17660355 17657020 18059942 90221507 18137773 18770797 17663329 17663434 18235438 90470771 52009 61476 37440 40548 189124 380597 0 52009 61476 37440 40548 189124 380597 90090174 69364 87023 124460 188762 52101 521710 69364 87023 124460 188762 52101 521710 119996 98542 61346 77420 72353 429657 18327133 18956362 17849135 17929616 18359892 91422138 0.98540 0.98400 0.00570 0.00570 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 0 509172 509172 34804890 8927967 25876923 3870922 3358388 512534 2086407 494264 1592143 28490772 DUE FROM FOUNDATION 200715 RESIDENT TRUST 7691 SECURITY DEPOSITS 118348 TRUST FUND 2414910 2741664 SECURITY DEPOSITS 118348 RESIDENT'S CASH 7690 FIN 47 RETIREMENT OBLIGATION 38462 164500 X PART III, LINE 4: SAMARITAN BETHANY'S MISSION IS TO CREATE A CARING ENVIRONMENT THAT ENHANCES THE QUALITY OF LIFE OF THOSE WE SERVE. RESEARCH CLEARLY SHOWS THAT ART PRODUCES A POSITIVE EMOTIONAL BENEFIT AND INCREASES SENSE OF WELL-BEING WHEN DISPLAYED IN A HEALTHCARE ENVIRONMENT. SBI WANTS TO STIMULATE THE MIND AND INSPIRE PEOPLE TO USE THEIR IMAGINATION BY DISPLAYING A DIVERSITY OF ART FORMS FROM LOCAL ARTISANS. MOST RESIDENTS ARE NOT ABLE TO EXPERIENCE ART ON A REGULAR BASIS DUE TO MULTIPLE PHYSICAL AND SOCIO-ECONOMIC ISSUES. SBI IS EXPOSING ALL WHO ENTER OUR PUBLIC AREAS TO PROFESSIONAL QUALITY ART. INDIVIDUALS EXPERIENCE THE ART AS THEY GO THROUGH THE VARIOUS BUILDINGS IN OUR FACILITY. NO ONE NEEDS TO MAKE A SPECIAL TRIP TO AN ART GALLERY OR MUSEUM. THERE ARE NO BARRIERS REGARDING AGE, ETHNICITY, GENDER OR PHYSICAL LIMITATIONS FOR VIEWERS OR ARTISTS. THE ARTWORK DISPLAYED STIMULATES INTEREST IN THIS REGION'S ARTISTS AND PROMOTES A HEALTHY LIVING ENVIRONMENT FOR EVERYONE. THROUGH A SURVEY OF OUR RESIDENTS, WE HAVE LEARNED THAT THE ARTWORK HAS CREATED AN ENVIRONMENT THAT IS PLEASING AND STIMUILATING TO THE RESIDENTS. THE ART BRINGS BACK MEANINGFUL AND POSITIVE MEMORIES FOR THEM AND IN MANY CASES LEAD TO STORIES ABOUT THE SUBJECT MATTER AND THEIR EXPERIENCES WITH THE SUBJECT MATTER. PART X, LINE 2: BOTH SAMARITAN BETHANY, INC. AND SAMARITAN BETHANY FOUNDATION HAVE BEEN GRANTED EXEMPT STATUS RELATIVE TO FEDERAL AND MINNESOTA CORPORATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND APPLICABLE STATE CODES. BOTH ORGANIZATIONS FOLLOW THE INCOME TAX STANDARD FOR UNCERTAIN TAX POSITIONS. NO LIABILITY HAS BEEN RECOGNIZED BY EITHER AS A RESULT OF THIS STANDARD. BOTH CORPORATIONS FILE AS TAX-EXEMPT ORGANIZATIONS. SHOULD THAT STATUS BE CHALLENGED IN THE FUTURE, ALL YEARS SINCE INCEPTION COULD BE SUBJECT TO REVIEW BY THE IRS. A CITY OF ROCHESTER MN 416005494 7719068T0 2009-12-16 34785481 EXPAND AND RENOVATE CURRENT FACILITIES, REFUND 2003 BONDS 0 0 0 B CITY OF ROCHESTER MN 416005494 771906DR2 2017-08-28 34722601 REFINANCE 2009 BOND ISSUE 0 0 0 A 35355000 34785481 2689463 578932 824122 25543649 4973967 2012 0 1 1 1 B 34270526 0 0 0 0 A 0 0 0 0 0 0 1 A 1 0 0 0 0 1 A 1 FORM 990, PART VI, SECTION B, LINE 11B FINANCE COMMITTEE REVIEWS FORM 990 AND PRESENTS TO THE BOARD OF DIRECTORS PRIOR TO SUBMISSION TO THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE CEO IS AWARE OF THE DIRECTORS, OFFICERS AND KEY EMPLOYEES INTERESTS AND CONTINUOUSLY MONITORS THEM. SHOULD SOMETHING COME UP AND A VOTE IS REQUIRED, THAT PERSON IS ASKED TO STATE THEIR POSITION AND IS ASKED TO ABSTAIN FROM VOTING AND/OR EXCUSED FROM THE ROOM FOR THE VOTE. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS USED TO SET THE ADMINISTRATOR'S, CEO'S AND CFO'S ANNUAL SALARY IS BASED ON A COMBINATION OF COMPARISON TO COMPARABLE ORGANIZATIONS THROUGH USE OF OUR TRADE ORGANIZATIONS ANNUAL COMPENSATION SURVEY AND ATTAINMENT IN THE CURRENT YEAR OF PREDEFINED PERFORMANCE OBJECTIVES SET FOR THE ADMINISTRATOR, CEO, AND CFO PERSONALLY AND THE ORGANIZATION. ALSO, THE STATE OF MINNESOTA HAS IN MOST YEARS DETERMINED AN AMOUNT OF PAY INCREASE, IF ANY, THAT CAN BE GIVEN TO EMPLOYEES AND WE HAVE ALSO CONSIDERED THIS AMOUNT IN DETERMINING TOP MANAGEMENT COMPENSATION. THIS PROCESS IS NORMALLY DONE PRIOR TO THE FISCAL YEAR START OF OCTOBER 1ST EACH YEAR. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C THE ORGANIZATIONS BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS CONSOLIDATED FINANCIAL STATEMENTS AND SELECTION OF ITS INDEPENDENT ACCOUNTANT. SAMARITAN BETHANY FOUNDATION 101 7TH STREET NW ROCHESTER MN 55901 411463499 SOLICIT DONATIONS TO FURTHER THE EXEMPT PURPOSE OF SAMARITAN BETHANY, INC. MN 501(C)(3) 509(A)(3) TYPE I SAMARITAN BETHANY INC 0 0 0 1 0 0 0 0 0 0 1 0 1 1 1 1 1 1 1 1