IRIS PARK COMMONS: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- IRIS PARK COMMONS (EIN 41-1433860)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-10-11
- IRS object ID
- 201802849349301200
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-10-11T10:46:20-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390758449 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WIPFLI LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1502 LONDON ROAD SUITE 200 | AddressLine1Txt |
| City | DULUTH | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55812 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 411433860 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IRIS PARK COMMONS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | IRIS | BusinessNameControlTxt |
| Phone | 6516328801 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1850 UNIVERSITY AVENUE WEST | AddressLine1Txt |
| City | ST PAUL | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55104 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARVIN PLAKUT | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 6512098529 | PhoneNum |
| Signature | 2018-10-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL J PETERSON CPA | PreparerPersonNm |
| PTIN | P01833529 | PTIN |
| Phone | 2187224705 | PhoneNum |
| Preparation | 2018-10-02 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARVIN PLAKUT | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 490 EAST LYNNHURST AVENUE | AddressLine1Txt |
| City | ST PAUL | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,239,324 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.EHOMESMN.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1992 | FormationYr |
| Legal Domicile State | MN | LegalDomicileStateCd |
| Activity Or Mission | PROVIDE FOR THE PHYSICAL, SOCIAL, SPIRITUAL, AND PSYCHOLOGICAL NEEDS OF ITS RESIDENTS AND ARE DESIGNED TO SERVE ADULTS 62 AND OLDER. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 33 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,438,187 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,128,034 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,791 | PYInvestmentIncomeAmt |
| CY Investment Income | $32,778 | CYInvestmentIncomeAmt |
| PY Other Revenue | $754 | PYOtherRevenueAmt |
| CY Other Revenue | $986 | CYOtherRevenueAmt |
| PY Total Revenue | $2,440,732 | PYTotalRevenueAmt |
| CY Total Revenue | $3,161,798 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $568,626 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $578,325 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,817,703 | PYOtherExpensesAmt |
| CY Other Expenses | $2,368,476 | CYOtherExpensesAmt |
| PY Total Expenses | $2,386,329 | PYTotalExpensesAmt |
| CY Total Expenses | $2,946,801 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $54,403 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $214,997 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $5,027,348 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,812,994 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $7,029,281 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,590,600 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$2,001,933 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$1,777,606 | NetAssetsOrFundBalancesEOYAmt |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,569,902 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $3,161,798 | RevenueAmt |
| Desc | 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. | Desc |
| Total Program Service Expenses | $2,569,902 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 5 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TOM HENRY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6512098529 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 490 E LYNNHURST AVENUE | AddressLine1Txt |
| City | ST PAUL | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55104 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| MARY CLEM | |||||||
| DIRECTOR (THRU JUNE) | 0.10 | 1.10 | Yes (X) | $0 | $0 | $0 | |
| LOIS CUTLER | |||||||
| DIRECTOR | 0.10 | 1.10 | Yes (X) | $0 | $0 | $0 | |
| AMY FISTLER | |||||||
| DIRECTOR | 0.10 | 1.10 | Yes (X) | $0 | $0 | $0 | |
| CAROL FORBES | |||||||
| DIRECTOR | 0.10 | 1.10 | Yes (X) | $0 | $0 | $0 | |
| MELISSA GILBERTSON | |||||||
| DIRECTOR | 0.10 | 1.10 | Yes (X) | $0 | $0 | $0 | |
| PETER GOVE | |||||||
| DIRECTOR | 0.10 | 1.10 | Yes (X) | $0 | $0 | $0 | |
| MARY LILJA | |||||||
| DIRECTOR | 0.10 | 1.10 | Yes (X) | $0 | $0 | $0 | |
| CATHY MCCALLISTER | |||||||
| DIRECTOR | 0.10 | 1.10 | Yes (X) | $0 | $0 | $0 | |
| ROBERT MCCLAY | |||||||
| DIRECTOR | 0.10 | 1.10 | Yes (X) | $0 | $0 | $0 | |
| THE REV DIANE MCGOWAN | |||||||
| DIRECTOR | 0.10 | 1.10 | Yes (X) | $0 | $0 | $0 | |
| SARAH JANE NOWLIN | |||||||
| DIRECTOR | 0.10 | 1.10 | Yes (X) | $0 | $0 | $0 | |
| JEROME O'BRIEN SLAWIK | |||||||
| DIRECTOR | 0.10 | 1.10 | Yes (X) | $0 | $0 | $0 | |
| JAMES TIFT | |||||||
| DIRECTOR | 0.10 | 1.10 | Yes (X) | $0 | $0 | $0 | |
| TOM HOVE | |||||||
| CHAIR | 0.10 | 1.10 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| BRIAN OSTENSO | |||||||
| VICE CHAIR | 0.10 | 1.10 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| CHRIS HOWARD | |||||||
| SECRETARY | 0.10 | 1.10 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| DENISE COLE | |||||||
| TREASURER | 0.10 | 1.10 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| BOB STUPKA | |||||||
| TREASURER (THRU NOVEMBER) | 0.10 | 1.10 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| MARVIN PLAKUT | |||||||
| PRESIDENT/CEO | 3.00 | 37.00 | $0 | $208,014 | $35,192 | Yes (X) | |
| JOHN T HENRY | |||||||
| CFO | 3.00 | 37.00 | $0 | $125,000 | $26,345 | Yes (X) | |
| STEVEN MORK | |||||||
| COO | 3.00 | 37.00 | $0 | $146,397 | $4,834 | Yes (X) | |
| MARY ROUTHIEAUX | |||||||
| CAO | 3.00 | 37.00 | $0 | $89,516 | $4,108 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $568,927 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $70,479 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| EPISCOPAL HOME CARE & SERVICES | |||||
| 490 LYNNHURST AVENUE EAST | ST PAUL | MN | 55104 | NURSING SERVICES | $833,736 |
| EH SERVICES INC | |||||
| 490 LYNNHURST AVENUE EAST | ST PAUL | MN | 55104 | MANAGEMENT SERVICES | $265,912 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RENTAL REVENUE | Desc |
| Business | 531110 | BusinessCd |
| Total Revenue Column | $3,128,034 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,128,034 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,128,034 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,777 | TotalRevenueColumnAmt |
| Exclusion | $11,777 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $98,527 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $77,526 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $21,001 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $21,001 | TotalRevenueColumnAmt |
| Exclusion | $21,001 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $986 | TotalRevenueColumnAmt |
| Exclusion | $986 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $986 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,161,798 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,128,034 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $33,764 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $454,072 | TotalAmt |
| Program Services | $383,111 | ProgramServicesAmt |
| Management And General | $70,961 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,399 | TotalAmt |
| Program Services | $6,243 | ProgramServicesAmt |
| Management And General | $1,156 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,527 | TotalAmt |
| Program Services | $62,036 | ProgramServicesAmt |
| Management And General | $11,491 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,327 | TotalAmt |
| Program Services | $36,556 | ProgramServicesAmt |
| Management And General | $6,771 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $248,821 | TotalAmt |
| Program Services | $50,014 | ProgramServicesAmt |
| Management And General | $198,807 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,577 | TotalAmt |
| Management And General | $19,577 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,133 | TotalAmt |
| Management And General | $2,133 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $871,034 | TotalAmt |
| Program Services | $865,581 | ProgramServicesAmt |
| Management And General | $5,453 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $252 | TotalAmt |
| Management And General | $252 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,294 | TotalAmt |
| Program Services | $29,313 | ProgramServicesAmt |
| Management And General | $32,981 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,803 | TotalAmt |
| Program Services | $240 | ProgramServicesAmt |
| Management And General | $9,563 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $217,357 | TotalAmt |
| Program Services | $217,357 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,982 | TotalAmt |
| Program Services | $10,744 | ProgramServicesAmt |
| Management And General | $238 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,363 | TotalAmt |
| Program Services | $405 | ProgramServicesAmt |
| Management And General | $5,958 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $321,046 | TotalAmt |
| Program Services | $321,046 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $328,962 | TotalAmt |
| Program Services | $328,962 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,186 | TotalAmt |
| Program Services | $16,186 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| PROGRAM FOOD | $152,622 | $152,622 | $0 |
| REPAIRS AND MAINTENANCE | $66,854 | $59,417 | $7,437 |
| BAD DEBT EXPENSES | $21,000 | $21,000 | |
| DUES AND SUBSCRIPTIONS | $3,076 | $571 | $2,505 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,114 | TotalAmt |
| Program Services | $8,498 | ProgramServicesAmt |
| Management And General | $1,616 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,946,801 | TotalAmt |
| Program Services | $2,569,902 | ProgramServicesAmt |
| Management And General | $376,899 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $140,206 | BOYAmt |
| EOY | $135,097 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $651,215 | BOYAmt |
| EOY | $660,857 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $167,772 | BOYAmt |
| EOY | $164,796 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,886 | BOYAmt |
| EOY | $7,747 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $7,686,881 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,395,835 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,553,884 | BOYAmt |
| EOY | $3,291,046 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $505,385 | BOYAmt |
| EOY | $553,451 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,027,348 | BOYAmt |
| EOY | $4,812,994 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $121,540 | BOYAmt |
| EOY | $105,656 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,084,960 | BOYAmt |
| EOY | $5,968,485 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $184,951 | BOYAmt |
| EOY | $199,840 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $236,432 | BOYAmt |
| EOY | $248,528 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $401,398 | BOYAmt |
| EOY | $68,091 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,029,281 | BOYAmt |
| EOY | $6,590,600 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$2,056,248 | BOYAmt |
| EOY | -$1,821,163 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,164 | BOYAmt |
| EOY | $27,406 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,151 | BOYAmt |
| EOY | $16,151 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$2,001,933 | BOYAmt |
| EOY | -$1,777,606 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,027,348 | BOYAmt |
| EOY | $4,812,994 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $214,997 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $9,330 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,074,274 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $558,353 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,336 | CurrentTaxYearMinus2YearsAmt |
| Total | $3,646,963 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,929,444 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,923,973 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,441,075 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,438,187 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,128,034 | CurrentTaxYearAmt |
| Total | $11,860,713 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,257 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19,787 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $20,449 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $754 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $986 | CurrentTaxYearAmt |
| Total | $47,233 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,008,975 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,502,113 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,475,860 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,438,941 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,129,020 | CurrentTaxYearAmt |
| Total | $15,554,909 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $753,096 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $820,246 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $647,883 | CurrentTaxYearAmt |
| Total | $2,221,225 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $753,096 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $820,246 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $647,883 | CurrentTaxYearAmt |
| Total | $2,221,225 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $13,333,684 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,929 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,142 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,874 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,791 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,777 | CurrentTaxYearAmt |
| Total | $27,513 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,929 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,142 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,874 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,791 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,777 | CurrentTaxYearAmt |
| Total | $27,513 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,011,904 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,504,255 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,484,734 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,440,732 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,140,797 | CurrentTaxYearAmt |
| Total | $15,582,422 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.85570 | PublicSupportCY509Pct |
| Public Support PY509 | 0.93230 | PublicSupportPY509Pct |
| Investment Income CY | 0.00180 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00090 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $38,164 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$10,758 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $27,406 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,879 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $20,285 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $38,164 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $115,087 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $4,646 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $101,854 | GrantsOrScholarshipsAmt |
| End Year Balance | $17,879 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $26,805 | BeginningYearBalanceAmt |
| Contributions | $86,940 | ContributionsAmt |
| Investment Earnings Or Losses | $1,342 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $115,087 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,279,537 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $2,886 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $11,255,618 | GrantsOrScholarshipsAmt |
| End Year Balance | $26,805 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 1.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $36,773 | OtherCostOrOtherBasisAmt |
| Book Value | $36,773 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,199,590 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,044,034 | DepreciationAmt |
| Book Value | $3,155,556 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $450,518 | OtherCostOrOtherBasisAmt |
| Depreciation | $351,801 | DepreciationAmt |
| Book Value | $98,717 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $3,291,046 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| RELATED PARTY RECEIVABLES | $513,989 |
| INTEREST IN NET ASSETS OF EHF | $39,462 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $553,451 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RELATED PARTY PAYABLES | Desc |
| Amt | $68,091 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $68,091 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $3,159,665 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,159,665 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $2,133 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $2,133 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,161,798 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,944,668 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,944,668 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $2,133 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $2,133 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,946,801 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. MANAGAMENT 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. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARVIN PLAKUT | ||||||||||||||
| PRESIDENT/CEO | $0 | $208,014 | $0 | $0 | $0 | $0 | $0 | $6,227 | $0 | $28,965 | $0 | $243,206 | $0 | $0 |
| JOHN T HENRY | ||||||||||||||
| CFO | $0 | $125,000 | $0 | $0 | $0 | $0 | $0 | $3,804 | $0 | $22,541 | $0 | $151,345 | $0 | $0 |
| STEVEN MORK | ||||||||||||||
| COO | $0 | $146,397 | $0 | $0 | $0 | $0 | $0 | $4,223 | $0 | $611 | $0 | $151,231 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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, 12/31/2017, THE OUTSTANDING BALANCE OF THE BOND FOR EPISCOPAL CHURCH HOME OF MINNESOTA AND IRIS PARK COMMONS WAS $6.223,750 AND 3,351,250 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 THEMSELF 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 ARE AVAILABLE UPON REQUEST OF THE CEO AND DIRECTOR OF FINANCE. |
| FORM 990, PART IX, LINE 11G | OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 31,845. MANAGEMENT AND GENERAL EXPENSES 5,453. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 37,298. NURSING SERVICES: PROGRAM SERVICE EXPENSES 833,736. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 833,736. |
| 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. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 11 | Yes (1) | EPISCOPAL HOMES OF MINNESOTA | |
| CORNELIA HOUSE | |||||||||||
| 490 LYNNHURST AVENUE EAST | ST PAUL | MN | 55104 | 061692748 | SENIOR HOUSING | MN | 501(C)(3) | LINE 11 | Yes (1) | EPISCOPAL HOMES OF MINNESOTA | |
| EH SERVICES INC | |||||||||||
| 490 LYNNHURST AVENUE EAST | ST PAUL | MN | 55104 | 455322401 | FACILITIES MANAGMENT | MN | 501(C)(3) | LINE 12B, II | Yes (1) | EPISCOPAL HOMES OF MINNESOTA | |
| EPISCOPAL CHURCH HOME OF MINNESOTA | |||||||||||
| 1879 FERONIA AVENUE | ST PAUL | MN | 55104 | 410706110 | NURSING HOME | MN | 501(C)(3) | LINE 11 | Yes (1) | EPISCOPAL HOMES OF MINNESOTA | |
| EPISCOPAL HOME CARE AND SERVICES | |||||||||||
| 490 LYNNHURST AVENUE EAST | ST PAUL | MN | 55104 | 270907277 | HOME CARE | MN | 501(C)(3) | LINE 11 | Yes (1) | EPISCOPAL HOMES OF MINNESOTA | |
| EPISCOPAL HOMES FOUNDATION OF MINNESOTA | |||||||||||
| 490 LYNNHURST AVENUE EAST | ST PAUL | MN | 55104 | 411703612 | FUNDRAISING | MN | 501(C)(3) | LINE 7 | Yes (1) | EPISCOPAL HOMES OF MINNESOTA | |
| KINGS CROSSING APARTMENTS | |||||||||||
| 490 LYNNHURST AVENUE EAST | ST PAUL | MN | 55104 | 264270887 | SENIOR HOUSING | MN | 501(C)(3) | LINE 11 | Yes (1) | EPISCOPAL HOMES OF MINNESOTA | |
| MIDWAY POINTE | |||||||||||
| 490 LYNNHURST AVENUE EAST | ST PAUL | MN | 55104 | 454788152 | LOW INCOME HOUSING | MN | 501(C)(3) | LINE 11 | Yes (1) | EPISCOPAL HOMES OF MINNESOTA | |
| SEABURY | |||||||||||
| 1830 UNIVERSITY AVENUE WEST | ST PAUL | MN | 55104 | 411997880 | LOW INCOME HOUSING | MN | 501(C)(3) | LINE 11 | Yes (1) | EPISCOPAL HOMES OF MINNESOTA | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (5 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| EH SERVICES | ||
| M | $265,912 | BOOK VALUE |
| EPISCOPAL CHURCH HOME OF MINNESOTA | ||
| P | $578,325 | BOOK VALUE |
| EPISCOPAL CHURCH HOME OF MINNESOTA | ||
| P | $433,414 | BOOK VALUE |
| EPISCOPAL HOMES CARE AND SERVICES | ||
| M | $833,736 | BOOK VALUE |
| EH SERVICES | ||
| P | $152,622 | BOOK VALUE |
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