2018-07-10T11:31:19-05:00 2017-12-31 411690382 Malloy Montague Karnowski Radosevich 5353 Wayzata Blvd Ste 410 Minneapolis MN 55416 990 2017-01-01 411740311 Intergenerational Living & Health Care Inc INTE 9523618000 1107 Hazeltine Boulevard No 200 Chaska MN 55318 Joseph Guertin Treasurer 9523618000 2018-06-19 1 Victoria L Holinka P00735616 9525450424 2017 2022-09-23 18:48:47Z Joseph Guertin 1107 Hazeltine Boulevard No 200 Chaska MN 55318 20116435 0 X www.iglhc.com X 1996 MN Our mission is to create life enriching communities by embracing all generations through innovative services and programs. 5 0 537 412 0 0 90771 250 19671932 20110364 -223450 -221368 0 0 19539253 19889246 0 0 0 0 8693502 9062523 0 0 0 10220919 10468485 18914421 19531008 624832 358238 37937690 38661282 38193249 38448321 -255559 212961 X Our mission is to create life enriching communities by embracing all generations through innovative services and programs. 0 0 15738437 20110364 Intergenerational Living & Health Care, Inc. (ILHC), a Minnesota nonprofit corporation, is an organization pioneering programs for children and seniors. The mission of ILHC includes strengthening connections and understanding between generations, providing enriching educational opportunities for children, enhancing the well-being of children and older adults, and serving individuals from all backgrounds, regardless of financial resources. In order to accomplish this mission, ILHC sponsors educational centers and programs for youth housing and services for seniors, intergenerational programs that link children and older adults. ILHC is made up of various senior living communities, a foundation, and a daycare center. ILHC has communities in Minnesota, Montana and South Dakota. These entities are referred to as Valley View Estates Health & Rehabilitation, The Inn on Westport, The Commons on Marice and Intergenerational Learning Center. Valley View Estates Health & Rehabilitation, Hamilton, Montana is a long-term care community that serves up to 98 older adults. Valley View Estates host numerous activities that promote Intergenerational programs for seniors and children. Throughout the year, numerous local schools take part in music Sing-A-Long performances. These performances provide an opportunity for our Residents to reminisce while singing their favorite songs. Valley View Estates hosts pumpkin carving with local youth and Easter Egg Hunts.Valley View Estates Health and Rehabilitation continues its partnership with the Bitterroot Special Olympics receiving recognition as a Community Partner. The residents continue their tradition of making baked goods for auctions and fair attendees. This past year during the kick off for Fair Week, we hosted a BBQ for parade attendees, which consisted of hot dogs, and water held on our front lawn. This past year the Bitterroot Valley had an extremely long fire season; Valley View Estes Health and Rehabilitation supported the firefighting efforts with numerous donations of bottled water, snacks and toiletries. We continue to host the Alzheimer's Support Group twice a month. The Inn on Westport, Sioux Falls, South Dakota, offers a full range of care and services including independent living, assisted living, and memory care in 133 senior living apartments in a beautiful, home-like environment. Our goal is to have every resident at The Inn on Westport enjoy each day with the maximum independence and the highest quality of life, health and well-being. At The Inn on Westport, our "Aging in Place" philosophy allows residents to remain in their apartment home with health services delivered directly to them. To support the mission of ILHC at this senior living community, students of all ages gather for various activities hosted by the local day cares, schools and churches. The Inn on Westport also supports the mission of ILHC through other various charitable initiatives such as: Rent Reduction-a program that offers reduced rates for residents to live at The Inn on Westport due to income qualifications. (Value: 2017 - $34,435) (Estimated value: 2018 - $36,137). United Way Drive-an Inn on Westport employee chairs the annual drive for our building holding various fundraisers throughout the year. (Value: $300). Meals on Wheels-a program where an employee and a resident drive weekly to deliver noon meals to home bound elderly in the Sioux Fall community. (Value: $1,800). Alzheimer's and Parkinson's Associations-The Inn on Westport hosts events for both agencies and sponsors and participates in their annual fundraisers (Value- $2,000). Holiday Clearing House-employees and residents adopt a family during the holidays and are given a list of needs and wants. Items are given or money is donated to purchase items and is presented in person (Non-cash value: $1,000). Center for Active Generations-sponsor monthly bingo with prizes and an annual car show at the local center for seniors and a community taste-testing event (Value: $1,500). Kiwanis Club-employees are members of local service club and residents attend special events as fundraisers (Value: $250). Sponsor: Employee Scholarships (Value: $2,000). Coalition on Aging membership and staff participation (Value: $600). The Commons on Marice, located in Eagan, Minnesota, is a gracious senior living community that offers 147 residences where seniors can choose independent living, assisted living, or care suites. The Commons offers around-the-clock staffing of nurses and certified nursing assistants to assist with personal and health-related services. The memory care community within The Commons, also known as Pearl Garden, cares for individuals with Alzheimer's disease or dementia, and is designed with a residential feel to assist residents with familiarizing themselves to their surroundings with a homelike environment. The goal is to maximize independence while maintaining a safe environment. The Commons on Marice offers what few other senior communities can, an opportunity to interact in meaningful ways with children. The Intergenerational Learning Center, located one block away, provides both children and older adults with extraordinary opportunities for sharing and learning. The Intergenerational Learning Center cares for children six weeks to eight years of age. The Ages Entwined programming not only helps develop confidence, skills and self-esteem for the children, it also builds meaningful relationships with the residents of The Commons on Marice. In addition to the Intergenerational Learning Center, The Commons on Marice also supports the mission of ILHC (Intergenerational Living and Health Care) through other various charitable initiatives such as The Elderly Waiver Program. The Elderly Waiver Program is the Minnesota State Medicaid program for licensed assisted living facilities that choose to participate. The Commons on Marice's discounted care services total $553,244 under the state Medicaid program in 2017. In 2018, The Commons on Marice will likely discount an estimated $545,000 for residents who live with us and receive elderly waiver services (Value: $545,000). Feed My Starving Children (FMSC) in Eagan, Minnesota, is a global charity, working with ministries around the world to serve hungry children. Our community assists in this mission through volunteerism of residents and staff. As a proud supporter of the Beyond The Yellow Ribbon network, The Commons on Marice wrote "Thank you" cards in January and again in May for soldiers serving our country overseas (Value: $40). In March, The Commons on Marice purchased supplies and produced 20 personal kits to be given out to 20 homeless individuals (10 male, 10 female). These kits included socks, toothpaste, toothbrushes, deodorant, shampoo and conditioner, combs and an assortment of healthy snacks. These kits were given to the St. Stephen Ministry for distribution (Value: $150). In April, The Commons on Marice purchased supplies and produced 20 kits for Children's Hospital. Ten boys and ten girls received these kits. Kits included toys and coloring books and were placed in a tote bag where the kids could personalize (Value: $100). In June, The residents of The Commons on Marice assembled 150 meat and cheese sandwiches for delivery to the Minneapolis Sandwich Project (Value: $135.00). In July, The Commons on Marice double bagged 100 grocery bags for The Open Door Pantry for their Food Drive (Open Door Pantry of Eagan, MN is a local food shelf. Value: donated time). In August, The Commons on Marice residents and staff donated 20 lbs. of groceries to The Open Door Pantry (Value: $130). In September, the resident's again assembled 300 meat and cheese sandwiches for delivery to the Minneapolis Sandwich Project (Value: $235). In November, the Commons on Marice purchases materials and produced four blankets to be donated to the homeless shelter at Prince of Peace Lutheran Church in Burnsville, MN (Value: $100). Lastly, in December, The Commons on Marice's joined efforts with Toys 4 Military Kids, a program started by a Vietnam Veteran shortly after the events of 911 to help provide toys to children of parents serving our country during the Holiday season. A donation box was made available and placed in our community's lobby for residents and staff to donate these new toys. 15738437 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 124 0 1 537 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MN AZ X The Goodman Group LLC 9523618000 1107 Hazeltine Blvd Suite 200 Chaska MN 55318 John Kaiyalethe Director 1.00 X 9900 0 0 Jennie Clarke Director 1.00 X 10500 0 0 Thomas A Egan Secretary 1.00 X X 9900 0 0 Joseph Guertin Treasurer 1.00 X X 12000 0 0 Elaine Burton President 1.00 X X 9900 0 0 52200 0 0 0 0 0 0 John B Goodman Limited Partnership 1107 Hazeltine Blvd Suite 200 Chaska MN 55318 Construction management & development 3121500 The Goodman Group LLC 1107 Hazeltine Blvd Suite 200 Chaska MN 55318 Management, accounting, legal, administr 1411084 Innovation Rehabilitation Inc 1107 Hazeltine Blvd Suite 200 Chaska MN 55318 Therapy services - 1099 medical 292673 3 250 250 Resident services 623990 13086081 13086081 Ancillary services 623990 6782292 6782292 Other operating revenue 623990 241991 241991 20110364 3321 3321 2500 227189 -224689 -224689 -224689 19889246 20110364 0 -221368 52200 52200 8273214 7527592 745622 105905 250 105655 631204 576134 55070 1240520 12012 1228508 110499 110499 172507 172507 1179684 768126 411558 406431 393323 13108 271909 271909 1292634 1055489 237145 157333 18755 138578 1290134 1290134 1604603 1604603 1130472 828060 302412 Dietary food 718070 718070 Taxes 159963 159963 Equipment rental & main 129870 129870 Dietary supplies 110955 110955 492901 492901 19531008 15738437 3792571 0 8132056 2994785 640094 507855 42742 45998 155794 153942 56164742 21842296 26208178 34322446 508155 -811476 2250671 1447732 37937690 38661282 2079281 3210726 82809 42714 35887235 35042967 143924 151914 38193249 38448321 X -255559 212961 -255559 212961 37937690 38661282 X 358238 110282 X X 0 1 X 1 0 X 279258 70595 55680 90771 54050 550354 25178103 26154294 19326566 19671932 20110364 110441259 25457361 26224889 19382246 19762703 20164414 110991613 0 201000 201000 201000 201000 110790613 15247 15005 7497 4885 3321 45955 15247 15005 7497 4885 3321 45955 25472608 26239894 19389743 19767588 20167735 111037568 0.99780 0.99780 0.00040 0.00050 X 6205295 6205295 33951761 14475992 19475769 8380364 5331517 3048847 7627322 2034787 5592535 34322446 Security deposits 1537 Tenant/patient funds held in trust 22210 Accrued interest 128167 151914 X 20224217 110282 110282 20113935 -224689 -224689 19889246 19755697 224689 224689 19531008 0 19531008 Part X, Line 2: The Company is exempt from taxation as a nonprofit organization in accordance with 501(c)(3) of the Internal Revenue Code. The Company follows the recognition requirements for uncertain income tax positions as required by the Financial Accounting Standards Board (FASB) Accounting Standards Codification 740-10. Income tax benefits are recognized for income tax positions taken or expected to be taken in a tax return, only when it is determined that the income tax position will more-likely-than-not be sustained upon examination by taxing authorities. The Company has analyzed tax positions taken for filing with the Internal Revenue Service and the state jurisdiction where it operates. The Company believes that income tax filing positions will be sustained upon examination and does not anticipate any adjustments that would result in a material adverse affect on the Company's financial condition, results of operations or cash flows. Accordingly, the Company has not recorded any reserves, or related accruals for interest and penalties for uncertain income tax positions at December 31, 2017. The Company is subject to routine audits by taxing jurisdictions; however, there are currently no audits in progress for any tax open tax periods. Part XI, Line 2d - Other Adjustments: Gain on equity method accounting for investment in outside project 110,282. Part XI, Line 4b - Other Adjustments: Loss on disposal of property and equipment netted with revenue -224,689. Part XII, Line 2d - Other Adjustments: Loss on disposal of property and equipment netted with revenue 224,689. Form 990, Part VI, Section B, line 11b The Form 990 is prepared by an independent certified public accounting firm. It is then reviewed by the controller and CPAs of the management company. The form 990 is given to each board member in advance of a scheduled meeting of the board for their review. There is discussion of the form 990 at the board meeting with the preparers and the management company's representative prior to board approval of the Form 990. Form 990, Part VI, Section B, line 12c Each member of the governing board annually completes a disclosure of conflict of interest questionnaire. Form 990, Part VI, Section B, line 15 Compensation is based on experience and market salary surveys. Form 990, Part VI, Section C, line 19 The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request. Form 990, Part XI, line 9: Gain on equity method of accounting for investment in outside project 110,282. FORM 990, PART XII, LINE 2C - FINANCIAL STATEMENT PREPARATION: The financial statements are prepared by an independent accounting firm. The statements are reviewed and approved by the board before being issued. This process was the same as last year. Related Organization Compensation: Made an effort to obtain information on compensation, if any were paid from a related organization. No other compensation or transactions noted other than board compensation as listed on Form 990, Part VII Line 1a. Form 990, Part X, Line 12 - CLOSELY HELD COMPANY: The entity owns a 50% equity in Northern Arizona Senior Living Community, LLC valued by the equity method. This investment does not meet the 5% of total assets threshold to be included on the Schedule D, Part X, but is considered a closely held company. ILHC of Phoenix LLC 1107 Hazeltine Boulevard Suite 200 Chaska MN 55318 412193773 Senior Living AZ 0 0 ILHC Inc ILHC of Sioux Falls LLC 1107 Hazeltine Boulevard Suite 200 Chaska MN 55318 263697613 Senior Living SD 6249037 10795862 ILHC Inc ILHC of Eagan LLC 1107 Hazeltine Boulevard Suite 200 Chaska MN 55318 262956952 Senior Living MN 8982498 14968895 ILHC Inc ILHC of Hamilton LLC 1107 Hazeltine Boulevard Suite 200 Chaska MN 55318 271387039 Senior Living MT 4200152 3040072 ILHC Inc ILHC of Stillwater LLC 1107 Hazeltine Boulevard Suite 200 Chaska MN 55318 815328058 Senior Living MN 0 10747538 ILHC Inc