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 300186547 The Homestead at Rochester Inc HOME 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 15231721 0 X www.voa.org X 2003 MN See Schedule O 14 13 320 91 0 0 4229 706701 10112793 14348360 65801 176660 0 0 10182823 15231721 0 6765 0 0 5013288 5814909 0 0 0 8466931 11527096 13480219 17348770 -3297396 -2117049 93734439 93183488 86522858 88088956 7211581 5094532 X See Schedule O 0 0 16546286 6765 14348360 The Homestead at Rochester, Inc. provides independent and assisted living services and nursing and long-term care services for seniors in Minnesota. 16546286 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 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 0 0 0 1 30 0 320 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 Chairperson 0.10 2.00 X X 0 0 0 KIKUMOTO C DAVID vice Chairperson 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 and ceo 3.00 40.00 X X 0 422698 115944 TURNBULL THOMAS D Asst. Secretary/Treasurer 3.00 40.00 X 0 322407 108358 BUDZYNSKI JOSEPH A Asst. Secretary/Treasurer 3.00 40.00 X 0 269758 25423 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 SHERIDAN PATRICK N Asst. Secretary 3.00 40.00 X 0 231871 23677 OLSON WAYNE C evp, healthcare oper. & de 3.00 40.00 X 0 328569 51909 Dena L Otto Executive Director 40.00 X 101479 0 3685 101479 1971080 563409 1 0 1 0 VOA National Services 7530 Market Place Drive Eden Prairie MN 55344 Management 642659 pathway health services inc 2025 fourth street white bear lake MN 55110 nursing consultants 325951 Centrex Rehab 8120 Penn Ave S Suite 227 Bloomington MN 55431 Contract Therapy Provider 252871 a'viands llc po box 1450 minneapolis MN 55485 provider of dietary services 199127 4 706701 706701 Nursing/Therapy 623000 14348360 14348360 14348360 176660 176660 15231721 14348360 0 176660 6765 6765 4640528 4532453 108075 824983 805529 19454 349398 349398 642659 642659 17383 17383 18121 18121 1107983 1107983 103404 103404 420436 420436 128710 128710 934199 924857 9342 82877 82877 6194 6194 3631656 3631656 2122193 2100971 21222 173217 171485 1732 Nursing Supplies 638611 638611 Food 459632 459632 Purchased Services 306096 306096 Repairs & Maintenance 228727 228727 504998 504998 17348770 16546286 802484 0 1676556 3164311 980803 1683658 1230568 875692 34976 56285 2896901 142568 85205740 10597443 56318128 74608297 30596507 12652677 93734439 93183488 1596148 2038287 78484579 76018158 0 48566 6442131 9983945 86522858 88088956 X 7211581 5094532 7211581 5094532 93734439 93183488 -2117049 0 X X 0 1 X 1 0 X 7131 3780 3062 4229 706701 724903 4200736 4320085 4982749 10112793 14348360 37964723 4207867 4323865 4985811 10117022 15055061 38689626 0 0 0 38689626 5022 3859 4150 65801 176660 255492 5022 3859 4150 65801 176660 255492 4212889 4327724 4989961 10182823 15231721 38945118 0.99340 0.99700 0.00660 0.00300 X 2775500 2775500 75396278 8179397 67216881 602430 168785 433645 6043608 2124256 3919352 387924 125005 262919 74608297 Bond trust funds 11857677 bed rights 795000 12652677 Entrance Deposits 8617281 Related Party Loan Payable 750000 Third Party Payors 14532 Intercompany Payable 602132 9983945 X 15231721 0 15231721 0 15231721 17348770 0 17348770 0 17348770 Part X, Line 2: The Organization is exempt from income taxes under Section 501(c)3 of the Internal Revenue Code and applicable state statutes. 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. 1 Scholarships 3 6765 0 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 and ceo 0 404256 0 133 0 18309 0 73944 0 42000 0 538642 0 0 TURNBULL THOMAS D Asst. Secretary/Treasurer 0 299766 0 14986 0 7655 0 57358 0 51000 0 430765 0 0 BUDZYNSKI JOSEPH A Asst. Secretary/Treasurer 0 263196 0 138 0 6424 0 25423 0 0 0 295181 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 SHERIDAN PATRICK N Asst. Secretary 0 225013 0 138 0 6720 0 23677 0 0 0 255548 0 0 OLSON WAYNE C evp, healthcare oper. & de 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 Rochester Minnesota 416005494 771906CV4 2013-11-22 46805732 Finance Multifamily Rental Housing 0 0 0 B City of Rochester Minnesota 416005494 771906DC5 2015-11-18 32596411 Finance senior housing campus expansion project and refinance existing debt 0 0 0 A 46805732 3609875 17782913 936115 20216042 2015 1 0 1 1 B 32596411 1970276 2992150 651928 26171516 810541 2017 0 0 1 1 A 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 A 0 1 0 0 0 0 0 0 1 B 0 1 0 0 0 0 0 0 1 A 0 B 0 Part I, Line 1 and Part III, Line 1: The Homestead at Rochester, Inc. was formed in 2003 to establish and provide for elderly and handicapped persons' housing, assisted living, medical care and other services. These services are specifically designed to meet their physical, spiritual and emotional needs, and to contribute to their health, security, and happiness in longer living. 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 Volunteers of America Care Facilities is a member. Volunteers of America National Services is a member of Volunteers of America Care Facilities. Form 990, Part VI, Section A, line 7a VOA National Services has the right to 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 forms 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 organization makes its governing documents, conflict of interest policy, and financial statements available to the public 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. FORM 990, PART XII, LINE 2C: NEITHER THE OVERSIGHT PROCESS OF THE AUDIT OR SELECTION PROCESS OF THE INDEPENDENT ACCOUNTANT CHANGED DURING THE TAX YEAR. 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 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 Virginia Beach MR 1660 Duke Street alexandria VA 22314 540928241 Housing NY 501(c)(3) Line 10 N/A 0 VOA Futures Fund 1660 Duke Street alexandria VA 22314 371866322 financial/financing support VA 501(c)(3) Line 10 N/A 0 VOA Las Palmas AH GP Inc 1660 Duke Street alexandria VA 22314 810840707 Housing FL 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 VOANS SW Florida Healthcare Inc 1660 Duke Street alexandria VA 22314 473960803 Healthcare FL 501(c)(3) Line 10 N/A 0 Volunteers of America Assisted Living Communities 7530 Market Place Drive eden Prairie MN 55344 411776635 Healthcare MN 501(c)(3) Line 10 N/A 0 Volunteers of America of Arkansas Inc 1660 Duke Street alexandria VA 22314 721252379 Housing AR 501(c)(3) Line 10 N/A 0 Volunteers of America Correctional Services 1660 Duke Street Alexandria VA 22314 260702986 Housing VA 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)(3) Line 10 N/A 0 Volunteers of America Puerto Rico RRC 1660 Duke Street alexandria VA 22314 660704913 halfway house services VA 501(c)(3) 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 0 1 0 0 0 0 0 0 0 1 0 1 0 1 0 0 Volunteers of America National Services Foundation C 700000 Actual Amount Volunteers of America Care Facilities E 750000 end of year balance Volunteers of America National Services M 642659 value of services Volunteers of America Home Health Services O 375045 value of services Volunteers of America National Services Q 178575 amount paid