2018-05-09T11:01:49-05:00 2017-06-30 390859910 Baker Tilly Virchow Krause LLP 225 S 6th St 2300 Minneapolis MN 55402 990 2016-07-01 411647566 VOA Care Centers Minnesota VOAC 9529410305 7530 Market Place Drive Eden Prairie MN 55344 Nancy Gavin VP Financial Services 9529410305 2018-05-07 1 Lawrence H Mohr CPA P00447603 6128764500 2016 2022-09-23 18:48:47Z Joseph Budzynski 1660 Duke Street Alexandria VA 22314 17539484 0 1736 X www.voa.org X 1989 MN See Schedule O 14 13 605 387 0 0 1514153 625295 22602847 14107973 52255 130046 0 2676170 24169255 17539484 27277 47612 0 0 14006067 8437657 0 0 0 10068148 6468555 24101492 14953824 67763 2585660 17573998 15078263 11689233 6545445 5884765 8532818 X SEE SCHEDULE O 0 1 13974458 47612 16784143 VOA CARE CENTERS, MINNESOTA PROVIDES HEALTHCARE SERVICES IN MINNESOTA, INCLUDING NURSING AND LONG-TERM CARE, AND ASSISTED AND INDEPENDENT LIVING FACILITIES FOR SENIORS AND THOSE WITH DISABILITIES. 13974458 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 46 0 605 1 0 0 0 0 0 0 0 0 0 0 X 14 13 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 0 0 0 0 0 MN X Nancy Gavin 9529410305 7530 Market Place Drive Eden Prairie MN 55344 BURKS JANE Board Chair 0.10 2.00 X X 0 0 0 KIKUMOTO C DAVID Vice Chairman 0.10 2.00 X X 0 0 0 CARRINGTON EDWINA Secretary 0.10 2.00 X X 0 0 0 MOORE CAROL Treasurer 0.10 2.00 X X 0 0 0 ARNOLD PATTI Director 0.10 2.00 X 0 0 0 COOPER WILL Director 0.10 2.00 X 0 0 0 DALE KAREN Director 0.10 2.00 X 0 0 0 EDEBURN ANDY Director 0.10 2.00 X 0 0 0 KNAPP KEITH Director 0.10 2.00 X 0 0 0 LEBLANC JAMES Director 0.10 2.00 X 0 0 0 RASE NANCY Director 0.10 2.00 X 0 0 0 SULLIVAN MICHAEL Director 0.10 2.00 X 0 0 0 WAKEFIELD STEVE Director 0.10 2.00 X 0 0 0 KING MICHAEL W President & CEO 3.00 40.00 X X 0 422698 115944 BUDZYNSKI JOSEPH A Asst. Secretary/Treasurer & CFO 3.00 40.00 X 0 269758 25423 TURNBULL THOMAS D Asst. Secretary/Treasurer 3.00 40.00 X 0 322407 108358 SHERIDAN PATRICK N Asst. Secretary 3.00 40.00 X 0 231871 23677 KELLER CYNTHIA R Asst. Secretary 3.00 40.00 X 0 144375 85710 GAVIN NANCY A Asst. Secretary/Treasurer 3.00 40.00 X 0 162877 50028 PERRY DEBORAH A Asst. Secretary/Treasurer 3.00 40.00 X 0 88525 98675 OLSON WAYNE C EVP, healthcare oper. & develop. 3.00 40.00 X 0 328569 51909 0 1971080 559724 0 0 1 0 volunteers of america national services 7530 market place drive eden prairie MN 55344 management 864732 pathway health services 2025 fourth street white bear lake MN 55110 nursing consultants 308364 2 625295 625295 Nursing/Therapy 623000 14107973 14107973 14107973 71545 71545 58501 0 58501 58501 58501 gain discontinued operations edin 900099 2676170 2676170 2676170 17539484 16784143 0 130046 47612 47612 6933249 6664652 268597 992056 943708 48348 512352 512352 640230 640230 26555 26555 33897 33897 602742 602742 83771 83771 411044 411044 795134 784858 10276 8813 8813 11199 11199 352665 352665 563692 556692 7000 156169 154170 1999 Nursing Supplies 825362 825362 Food 642515 642515 purchased Services 584824 584824 Licenses 388943 388943 341000 338084 2916 14953824 13974458 979366 0 13065 10961 1955680 1717394 3554699 2292119 103358 54732 383137 118856 16098577 10718673 6437959 5379904 5126100 5504297 17573998 15078263 1791357 1549786 9634069 4839171 263807 156488 11689233 6545445 X 5884765 8532818 5884765 8532818 17573998 15078263 2585660 62393 0 X 0 1 X 1 0 X 831060 270796 79813 1514153 625295 3321117 32770496 23908086 23378119 22602847 16722142 119381690 33601556 24178882 23457932 24117000 17347437 122702807 0 0 0 122702807 61577 268944 122474 52255 71545 576795 61577 268944 122474 52255 71545 576795 33663133 24447826 23580406 24169255 17418982 123279602 0.99530 0.99610 0.00470 0.00390 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 646178 646178 7218264 4528102 2690162 4655356 3109052 1546304 3529801 3032541 497260 48978 48978 0 5379904 Debt Service Reserve Funds 703301 Intercompany receivable 4800996 5504297 Third Party Payors 156488 156488 X 32174251 62393 14572374 14634767 17539484 0 17539484 36675611 21721787 21721787 14953824 0 14953824 Part X, Line 2: The Organization has evaluated its tax positions for uncertainty and has no unrecognized tax matters that are required to be disclosed. The Organization had no income tax expense and there were no cash payments for income taxes in 2017 and 2016. Part XI, Line 2d - Other Adjustments: The Homestead at Anoka, Inc. 14,572,374. Part XII, Line 2d - Other Adjustments: The Homestead at Anoka, Inc. 21,721,787. 1 Scholarships 13 47612 Part I, Line 2: The procedure for monitoring the use of grant funds in the US is administered in one of two ways: 1. The employee pays for the education, submits documentation, and VOA reimburses them for their allowable costs. 2. The employee submits a request to pay the tuition directly to the school. In this case, documentation regarding the cost is also required. 0 0 0 0 0 0 0 0 0 KING MICHAEL W President & CEO 0 404256 0 133 0 18309 0 73944 0 42000 0 538642 0 0 BUDZYNSKI JOSEPH A Asst. Secretary/Treasurer & CFO 0 263196 0 138 0 6424 0 25423 0 0 0 295181 0 0 TURNBULL THOMAS D Asst. Secretary/Treasurer 0 299766 0 14986 0 7655 0 57358 0 51000 0 430765 0 0 SHERIDAN PATRICK N Asst. Secretary 0 225013 0 138 0 6720 0 23677 0 0 0 255548 0 0 KELLER CYNTHIA R Asst. Secretary 0 139993 0 133 0 4249 0 30710 0 55000 0 230085 0 0 GAVIN NANCY A Asst. Secretary/Treasurer 0 156266 0 3782 0 2829 0 26028 0 24000 0 212905 0 0 PERRY DEBORAH A Asst. Secretary/Treasurer 0 83986 0 145 0 4394 0 23675 0 75000 0 187200 0 0 OLSON WAYNE C EVP, healthcare oper. & develop. 0 284403 0 29236 0 14930 0 26726 0 25183 0 380478 0 0 Part I, Line 3 The organization relied on VOA national services to establish the top management official's compensation. VOANS uses the following methods: 1. Independent compensation consultant 2. compensation survey or study 3. approval by the board or compensation committee A City of Maplewood Minnesota 416008920 565562BY0 2005-09-01 8470000 City of Maplewood 0 0 0 A 8380937 702988 8237827 259938 159252 2006 1 0 1 1 A 0 0 0 0 0 0 0 A 0 0 0 1 0 0 0 0 1 A 0 Date Rebate Computation Performed Issuer Name: City of Maplewood, Minnesota Date the Rebate Computation was Performed: 09/15/2016 PART I, LINE 1 AND PART III, LINE 1: ESTABLISHED IN 1896, VOLUNTEERS OF AMERICA IS A NATIONAL, NONPROFIT, FAITH-BASED ORGANIZATION PROVIDING SERVICES SUCH AS HOUSING AND HEALTHCARE TO MORE THAN 2 MILLION PEOPLE IN OVER 400 COMMUNITIES EACH YEAR. IN SUPPORT OF THAT MISSION, VOA CARE CENTERS, MINNESOTA WAS ORGANIZED AND IS OPERATED TO ENGAGE IN, ADVANCE, SUPPORT, PROMOTE, AND ADMINISTER HEALTH AND HEALTH-RELATED SERVICES AND SUPPORTIVE SERVICES TO SENIORS AND DISABLED INDIVIDUALS. Form 990, Part III, line 3 On March 6, 2017, VOA Care Centers, Minnesota sold one of its facilities, Edina Care and Rehabilitation Center, to an unrelated party. Form 990, Part VI, Section A, line 2 MICHAEL KING, JOSEPH BUDZYNSKI, THOMAS TURNBULL, PATRICK SHERIDAN, WAYNE OLSON, DEBORAH PERRY, NANCY GAVIN, AND CYNTHIA KELLER HAVE BUSINESS RELATIONSHIPS WITH EACH OTHER, BECAUSE THEY SERVE AS DIRECTORS, OFFICERS, AND/OR KEY EMPLOYEES OF VOLUNTEERS OF AMERICA, INC., VOLUNTEERS OF AMERICA NATIONAL SERVICES, AND/OR THEIR RELATED ORGANIZATIONS. Form 990, Part VI, Section A, line 6 VOA National Services is a member. Form 990, Part VI, Section A, line 7a VOA National Services can elect or appoint directors. Form 990, Part VI, Section A, line 7b VOA National Services approves amendments to the articles and bylaws. Form 990, Part VI, Section B, line 11b The tax return is provided to the Board of Directors for review. The board has 5 days to review and give comments on the return. After the comment period, any changes will be made to the return. The Board of Directors is then provided a complete copy of the final return upon filing. Form 990, Part VI, Section B, line 12c The policy requires officers, directors, and key employees to disclose annually interests that could give rise to conflicts. The policy and disclosure form are distributed and collected annually, and individuals are required to update the disclosure form throughout the year in the event potential conflicts arise. Potential conflicts of interest are reviewed by the Board of Directors. Form 990, Part VI, Section B, line 15 THE ORGANIZATION'S PRESIDENT AND CEO IS NOT COMPENSATED BY THE ORGANIZATION BUT IS COMPENSATED BY A RELATED ORGANIZATION, VOLUNTEERS OF AMERICA, INC. VOLUNTEERS OF AMERICA'S PROCESS FOR DETERMINING COMPENSATION OF THE ORGANIZATION'S PRESIDENT AND CEO, OFFICERS, AND KEY EMPLOYEES INCLUDES REVIEW AND APPROVAL BY A COMPENSATION COMMITTEE FORMED OF INDEPENDENT MEMBERS APPOINTED BY THE BOARD OF DIRECTORS. THE COMPENSATION COMMITTEE CONDUCTS A MARKET COMPENSATION ANALYSIS REVIEW EVERY YEAR AND REPORTS THEIR CONCLUSIONS TO THE BOARD OF DIRECTORS. Form 990, Part VI, Section C, line 19 The governing documents, conflict of interest policy, and financial statements are available upon request. Part VI, Section B, Line 13: the organization follows the whistleblower policy adopted by its corporate parent, volunteers of america national services. Part VI, Section B, Line 14: THE ORGANIZATION FOLLOWS THE DOCUMENT RETENTION AND DESTRUCTION POLICY ADOPTED BY ITS CORPORATE PARENT, VOLUNTEERS OF AMERICA NATIONAL SERVICES. Arlington VOA Assisted Living Residence inc 1660 Duke Street alexandria VA 22314 432081557 Healthcare VA 501(c)(3) Line 10 N/A 0 Grand Junction VOA Elderly Housing Inc 1660 Duke Street Alexandria VA 22314 582013960 Housing CO 501(c)(3) Line 10 N/A 0 Gulf Care Inc 1660 Duke Street alexandria VA 22314 592239342 Healthcare MN 501(c)(3) Line 10 N/A 0 Gulf Coast Village home Health Inc 1660 Duke Street alexandria VA 22314 200830328 Healthcare FL 501(c)(3) Line 10 N/A 0 James Island Harbor Investor Inc 1660 Duke Street alexandria VA 22314 611688237 Housing NC 501(c)(3) Line 10 N/A 0 Plains Township VOA Living Center Inc 1660 Duke Street alexandria VA 22314 581876023 Housing PA 501(c)(3) Line 10 N/A 0 Rocklin VOA Elderly Housing Inc 1660 Duke Street alexandria VA 22314 582010055 Housing CA 501(c)(3) Line 10 N/A 0 Senior Community Care of Colorado 1660 Duke Street alexandria VA 22314 205182627 Healthcare CO 501(c)(3) Line 10 N/A 0 Sleepy Eye Area Home Health Care Inc 7530 Market Place Drive Eden Prairie MN 55344 411939439 Healthcare MN 501(c)(3) Line 10 N/A 0 The Homestead At Rochester Inc 7530 Market Place Drive eden Prairie MN 55344 300186547 Healthcare MN 501(c)(3) Line 10 N/A 0 VOA Durham Maple Court Inc PO Box 1447 Columbia SC 29202 205833439 Housing SC 501(c)(3) Line 10 N/A 0 Volunteers of America National Services 7530 Market Place Drive Eden Prairie MN 55344 411467162 Healthcare MN 501(c)(9) Line 10 N/A 0 Volunteers of America Texas 300 East Midway Dr Euless TX 76039 750827469 Social Services TX 501(c)(9) Line 10 N/A 0 Volunteers of America Puerto Rico RRC 1660 Duke Street alexandria VA 22314 660704913 Halfway House Services VA 501(c)(9) Line 10 N/A 0 Benton Harbor I Affordable Housing Inc 1660 Duke Street Alexandria VA 22314 383504488 Housing MI N/A Benton Harbor II Affordable Housing Inc 1660 Duke Street Alexandria VA 22314 383504493 Housing MI N/A Blakeley VOA Affordable Housing Inc 1660 Duke Street Alexandria VA 22314 943448776 Housing MA N/A Brunswick VOA Housing Inc 1660 Duke Street Alexandria VA 22314 208138425 Housing MD N/A Chestnut Hill VOA Affordable Housing Inc 1660 Duke Street Alexandria VA 22314 263443328 Housing OH N/A Denver VOA Affordable Housing Inc 1660 Duke Street Alexandria VA 22314 352538415 Housing CO N/A East Cliff VOA Affordable Housing LLC 1660 Duke Street Alexandria VA 22314 471988664 Housing CA N/A Eastern Avenue VOA Affordable Housing 1660 Duke Street Alexandria VA 22314 611668490 Housing MD N/A Harbor Apartments VOA Affordable Housing 1660 Duke Street Alexandria VA 22314 364728415 Housing SC N/A JI VOA MM LLC 1660 Duke Street Alexandria VA 22314 800922605 Housing AK N/A JII VOA MM LLC 1660 Duke Street Alexandria VA 22314 800924190 Housing AK N/A Lowry AHP MM LLC 1660 Duke Street Alexandria VA 22314 474966005 Housing CO N/A Manzanita voa affordable housing llc 1660 Duke Street Alexandria VA 22314 611782169 Housing CA N/A Montbello II VOA Affordable Housing Inc 1660 Duke Street Alexandria VA 22314 473728055 Housing CO N/A Navy Village VOA Affordable Housing LLC 1660 Duke Street Alexandria VA 22314 808954211 Housing CA N/A Naylor Mill Lodges 2 LLC 1660 Duke Street Alexandria VA 22314 320420783 Housing MD N/A Sea Mist VOA Affordable Housing LLC 1660 Duke Street Alexandria VA 22314 471852454 Housing CA N/A Sierra Manor VOA Affordable Housing Inc 1660 Duke Street Alexandria VA 22314 262821963 Housing NV N/A Silverlake VOA Affordable Housing LLC 1660 Duke Street Alexandria VA 22314 364726969 Housing CA N/A South Brunswick VOA Affordable Housing 1660 Duke Street Alexandria VA 22314 203821230 Housing NJ N/A Summit MM LLC 1660 Duke Street Alexandria VA 22314 813016713 Housing CO N/A Sunset Towers VOA Affordable Housing Inc 1660 Duke Street Alexandria VA 22314 900813496 Housing CO N/A TH II VOA MM LLC 1660 Duke Street Alexandria VA 22314 900904186 Housing AK N/A TH III VOA MM LLC 1660 Duke Street Alexandria VA 22314 463958616 Housing AK N/A TH VOA MM LLC 1660 Duke Street Alexandria VA 22314 352433190 Housing AK N/A VOA St Louis Hope VI GP Inc 1660 Duke Street Alexandria VA 22314 061598374 Housing MO N/A VOANS Capital Park Inc 1660 Duke Street Alexandria VA 22314 542058988 Housing MN N/A VOANS Woodlands On Lafayette Inc 1660 Duke Street Alexandria VA 22314 300101444 Housing OH N/A Westminster Commons VOA Affordable Housing 1660 Duke Street Alexandria VA 22314 453136596 Housing CO N/A Las Palmas VOA Affordable Housing LP 1660 Duke Street alexandria VA 22314 274878060 housing FL N/A Benton Harbor I Affordable Housing Inc 1660 Duke Street Alexandria VA 22314 383504494 Housing MI N/A C 0 Benton Harbor II Affordable Housing Inc 1660 Duke Street Alexandria VA 22314 383504495 Housing MI N/A C 0 Blakeley VOA Affordable Housing Inc 1660 Duke Street Alexandria VA 22314 202680055 Housing MA N/A C 0 Brunswick VOA Housing Inc 1660 Duke Street Alexandria VA 22314 208138312 Housing MD N/A C 0 Chestnut Hill VOA Affordable Housing Inc 1660 Duke Street Alexandria VA 22314 263443014 Housing OH N/A C 0 Denver VOA Affordable Housing Inc 1660 Duke Street Alexandria VA 22314 061607919 Housing CO N/A C 0 East Cliff VOA Affordable Housing LLC 1660 Duke Street Alexandria VA 22314 471988467 Housing CA N/A C 0 Eastern Avenue VOA Affordable Housing 1660 Duke Street Alexandria VA 22314 454035267 Housing MD N/A C 0 Harbor Apartments VOA Affordable Housing 1660 Duke Street Alexandria VA 22314 454797655 Housing SC N/A C 0 Interfaith General Partners IV Develop 1660 Duke Street Alexandria VA 22314 455562092 Housing MD N/A C 0 JI VOA MM LLC 1660 Duke Street Alexandria VA 22314 611711979 Housing AK N/A C 0 JII VOA MM LLC 1660 Duke Street Alexandria VA 22314 900977787 Housing AK N/A C 0 Manzanita voa affordable housing llc 1660 Duke Street Alexandria VA 22314 811493760 Housing CA N/A C 0 Meadow Cliff VOA Affordable Housing MM Inc 1660 Duke Street Alexandria VA 22314 810736208 Housing OK N/A C 0 Montbello II VOA Affordable Housing Inc 1660 Duke Street Alexandria VA 22314 473727709 Housing CO N/A C 0 Navy Village VOA Affordable Housing LLC 1660 Duke Street Alexandria VA 22314 901033080 Housing CA N/A C 0 Naylor Mill Lodges 2 LLC 1660 Duke Street Alexandria VA 22314 463958112 Housing MD N/A C 0 On LokVOANS 1660 Duke Street Alexandria VA 22314 271908572 Healthcare MN N/A C 0 Sea Mist VOA Affordable Housing LLC 1660 Duke Street Alexandria VA 22314 471852286 Housing CA N/A C 0 Sierra Manor VOA Affordable Housing Inc 1660 Duke Street Alexandria VA 22314 262821850 Housing NV N/A C 0 Silverlake VOA Affordable Housing LLC 1660 Duke Street Alexandria VA 22314 454675403 Housing CA N/A C 0 South Brunswick VOA Affordable Housing 1660 Duke Street Alexandria VA 22314 161738925 Housing NJ N/A C 0 Summit MM LLC 1660 Duke Street Alexandria VA 22314 300942538 Housing CO N/A C 0 Sunset Towers VOA Affordable Housing Inc 1660 Duke Street Alexandria VA 22314 454644623 Housing CO N/A C 0 TH II VOA MM LLC 1660 Duke Street Alexandria VA 22314 900904382 Housing AK N/A C 0 TH III VOA MM LLC 1660 Duke Street Alexandria VA 22314 800954706 Housing AK N/A C 0 TH VOA MM LLC 1660 Duke Street Alexandria VA 22314 454129722 Housing AK N/A C 0 VOA St Louis Hope VI GP Inc 1660 Duke Street Alexandria VA 22314 061598370 Housing MO N/A C 0 VOANS Capital Park Inc 1660 Duke Street Alexandria VA 22314 412000500 Housing MN N/A C 0 VOANS Investor Corp 1660 Duke Street Alexandria VA 22314 455367419 Housing LA N/A C 0 VOANS Woodlands On Lafayette Inc 1660 Duke Street Alexandria VA 22314 300101440 Housing OH N/A C 0 Westminster Commons VOA Affordable Housing 1660 Duke Street Alexandria VA 22314 453136809 Housing CO N/A C 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 The Homestead at Boulder City Inc D 3805000 end of year balance Volunteers of America National Services M 864732 value of services Volunteers of America Home Health Services O 1125163 value of services The Homestead at Anoka Inc O 88273 value of services Volunteers of America National Services P 1021884 amount paid VOA Home Health Services C 400000 amount received Volunteers of America Homestead 2000 Inc C 200000 amount received