2018-10-11T10:46:20-05:00 2017-12-31 390758449 WIPFLI LLP 1502 LONDON ROAD SUITE 200 DULUTH MN 55812 990 2017-01-01 410706110 EPISCOPAL CHURCH HOME OF MINNESOTA EPIS 6516460622 1879 FERONIA AVENUE ST PAUL MN 55104 MARVIN PLAKUT PRESIDENT & CEO 6512098529 2018-10-02 1 MICHAEL J PETERSON CPA P01833529 2187224705 2018-10-02 64.83.221.74 2018-10-02 11:00:14 CD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 AD09AC63139321B3FD3DE7C115A9F3C08AC4C8C5 2017 2018-06-14 16:35:46Z MARVIN PLAKUT 1879 FERONIA AVENUE ST PAUL MN 55104 15572906 0 1194 X WWW.EHOMESMN.ORG X 1894 MN PROVIDE SKILLED CARE IN THE OPERATION OF NURSING HOME. 16 16 651 116 0 0 61670 76521 14487439 14508371 108019 253277 125073 20642 14782201 14858811 0 0 0 0 8608376 8773225 0 0 0 6730338 6008045 15338714 14781270 -556513 77541 14524194 14378360 11455604 11189533 3068590 3188827 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. 0 0 13263831 0 14508774 EPISCOPAL CHURCH HOME PROVIDES 24-HOUR SKILLED NURSING CARE IN PLEASANT, HOME-LIKE SETTINGS CALLED HOUSEHOLDS. RESIDENTS LIVE IN COMFORTABLE, PRIVATE ROOMS WITHIN HOUSEHOLD COMMUNITIES. EACH HOUSEHOLD HAS ITS OWN TEAM OF QUALIFIED, CARING STAFF MEMBERS. THE SERVICES INCLUDED ARE ON-SITE PHYSICIANS, NURSE PRACTITIONERS, PODIATRISTS, DENTISTS, OPTOMETRISTS, PSYCHOLOGIST AND HEARING AID SPECIALISTS. THERE IS ALSO SPIRITUAL WELLNESS PROVIDED BY ON-STAFF CHAPLAINS, WITH A VARIETY OF MINISTRY AND WORSHIP SERVICES IN TWO ON-SITE CHAPELS. THE EPISCOPAL CHURCH HOME HAS 81 SKILLED NURSING BEDS AND 50 BOARD AND CARE BEDS. 13263831 1 1 0 0 0 0 0 0 1 0 1 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 6 0 0 651 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 MN X TOM HENRY 6512098529 490 E LYNNHURST AVENUE ST PAUL MN 55104 MARY CLEM DIRECTOR (THRU JUNE) 0.10 1.10 X 0 0 0 LOIS CUTLER DIRECTOR 0.10 1.10 X 0 0 0 AMY FISTLER DIRECTOR 0.10 1.10 X 0 0 0 CAROL FORBES DIRECTOR 0.10 1.10 X 0 0 0 MELISSA GILBERTSON DIRECTOR 0.10 1.10 X 0 0 0 PETER GOVE DIRECTOR 0.10 1.10 X 0 0 0 MARY LILJA DIRECTOR 0.10 1.10 X 0 0 0 CATHY MCCALLISTER DIRECTOR 0.10 1.10 X 0 0 0 ROBERT MCCLAY DIRECTOR 0.10 1.10 X 0 0 0 THE REV DIANE MCGOWAN DIRECTOR 0.10 1.10 X 0 0 0 SARAH JANE NOWLIN DIRECTOR 0.10 1.10 X 0 0 0 JEROME O'BRIEN SLAWIK DIRECTOR 0.10 1.10 X 0 0 0 JAMES TIFT DIRECTOR 0.10 1.10 X 0 0 0 TOM HOVE CHAIR 0.10 1.10 X X 0 0 0 BRIAN OSTENSO VICE CHAIR 0.10 1.10 X X 0 0 0 CHRIS HOWARD SECRETARY 0.10 1.10 X X 0 0 0 DENISE COLE TREASURER 0.10 1.10 X X 0 0 0 BOB STUPKA TREASURER (THRU NOVEMBER) 0.10 1.10 X X 0 0 0 MARVIN PLAKUT PRESIDENT/CEO 3.00 37.00 X 208014 0 35192 JOHN T HENRY CFO 3.00 37.00 X 125000 0 26345 STEVEN MORK COO 3.00 37.00 X 146397 0 4834 MARY ROUTHIEAUX CAO 3.00 37.00 X 89516 0 4108 568927 0 70479 3 0 1 0 EH SERVICES 490 LYNNHURST AVENUE EAST ST PAUL MN 55104 MANAGEMENT SERVICES 1115084 1 76521 76521 PATIENT SERVICE REVENUE 531110 14494861 14494861 13510 13510 14508371 59835 59835 907537 714095 193442 193442 193442 CAFE REVENUE 722210 403 403 20239 20239 20642 14858811 14508774 0 273516 639406 620990 18416 6836827 6639910 196917 58956 57258 1698 641509 623032 18477 596527 579346 17181 1070223 159113 911110 10694 10694 58855 58855 4873 4873 1191786 1171443 20343 317217 207064 110153 76102 8389 67713 247149 247149 8649 3449 5200 23732 9306 14426 555894 555894 736561 736561 47823 47823 MEDICAL SUPPLIES AND DR 578737 578737 FOOD SERVICES 362022 362022 DHS SURCHARGE 245177 245177 BAD DEBT EXPENSE 163000 163000 309551 248168 61383 14781270 13263831 1517439 0 120504 24110 423718 475468 1340830 1759150 56722 51329 19189730 10719061 8574253 8470669 4008167 3597634 14524194 14378360 1343526 1150858 9993984 9690998 10915 13924 107179 333753 11455604 11189533 X 2465315 2697226 398243 286569 205032 205032 3068590 3188827 14524194 14378360 X 77541 30781 11915 X X 0 1 X 1 0 X 54509 289953 156539 61670 76521 639192 12002831 12485813 12784881 14533338 14508774 66315637 40854 43174 90256 79174 20239 273697 12098194 12818940 13031676 14674182 14605534 67228526 0 0 0 67228526 32853 25124 45177 108019 59835 271008 32853 25124 45177 108019 59835 271008 12131047 12844064 13076853 14782201 14665369 67499534 0.99600 0.99630 0.00400 0.00370 X 0 1 X 181281 181281 17015082 9082331 7932751 1970398 1636730 333668 22969 22969 8470669 INTEREST IN NET ASSETS OF EHF 422115 RELATED PARTY RECEIVABLES 183176 INVESTMENTS HELD BY FOUNDATION 2531684 ASSETS LIMITED AS TO USE - HELD BY EHF 460659 3597634 ASSET RETIREMENT OBLIGATION LIABILITY 107179 DUE TO RELATED PARTIES 226574 333753 14865535 12000 12000 14853535 4873 403 5276 14858811 14775994 0 14775994 4873 403 5276 14781270 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 XI, LINE 2D - OTHER ADJUSTMENTS: NET ASSETS RELEASED FROM RESTRICTIONS 12,000. PART XI, LINE 4B - OTHER ADJUSTMENTS: CAFETERIA REVENUE RECORDED AS EXPENSE 403. PART XII, LINE 4B - OTHER ADJUSTMENTS: CAFETERIA REVENUE RECORDED AS EXPENSE 403. X X X 0 0 0 0 0 0 0 0 0 MARVIN PLAKUT PRESIDENT/CEO 208014 0 0 0 0 0 6227 0 28965 0 243206 0 0 0 JOHN T HENRY CFO 125000 0 0 0 0 0 3804 0 22541 0 151345 0 0 0 STEVEN MORK COO 146397 0 0 0 0 0 4223 0 611 0 151231 0 0 0 A HOUSING AND REDEVELOPMENT AUTHORITY OF THE CITY OF ST PAUL MN 416005521 792893FE4 2006-11-02 8591616 REMODELING AND EXPANSION OF NURSING HOME 0 0 0 B HOUSING AND REDEVELOPMENT AUTHORITY OF THE CITY OF ST PAUL MN 521440935 792908CB9 2012-11-15 10216876 REFUNDING OF 1999 BOND ISSUE, AND RESERVES RELATED TO CAMPUS EXPANSION 0 0 0 A 1926358 8591616 168500 8256500 2008 0 0 1 1 B 641876 10216876 652417 6370776 205000 2988683 2013 0 1 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 0 B 0 1 0 0 0 0 0 0 0 A 1 B 1 PART III, LINE 9 & PART V THE ORGANIZATION WOULD CONSULT WITH BOND COUNSEL TO ADDRESS ANY VIOLATIONS OF FEDERAL TAX REQUIREMENTS AND RELATED REMEDIATION. FORM 990, SCHEDULE K, PART I, ISSUER B THE ORGANIZATION SHARES THE PROCEEDS AND PURPOSE OF THE FUNDS FROM THIS BOND WITH A RELATED ORGANIZATION, IRIS PARK COMMONS. AT THE END OF TAX YEAR, 12/31/2017, THE OUTSTANDING BALANCE OF THE BOND FOR EPISCOPAL CHURCH HOME OF MINNESOTA AND IRIS PARK COMMONS WAS $3,351,250 AND $6,223,750 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 THEM SELF FROM THE MEETING ROOM OR FROM THE COMMUNICATION MEANS BY WHICH THE MEETING IS BEING HELD. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS ANNUALLY REVIEWS THE ACCOMPLISHMENTS OF THE CEO COMPARED TO THE GOALS SET FOR THE YEAR. MARKET RESEARCH IS ALSO DONE ANNUALLY TO COMPARE THE COMPENSATION OF THE CEO TO THE COMPENSATION OF OTHER CEO'S IN OUR INDUSTRY. THE CEO IS RESPONSIBLE FOR REVIEWING AND APPROVING THE COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES. 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 TO CEO OR DIRECTOR OF FINANCE. FORM 990, PART XI, LINE 9: NET ASSETS RELEASED FROM RESTRICTIONS 11,915. FORM 990, PART XII, LINE 2C THE BOARD OF DIRECTORS FINANCE COMMITTEE IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT AND THE SELECTION OF THE INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. 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 EPISCOPAL HOMES OF MINNESOTA 1 CORNELIA HOUSE 490 LYNNHURST AVENUE EAST ST PAUL MN 55104 061692748 SENIOR HOUSING MN 501(C)(3) LINE 11 EPISCOPAL HOMES OF MINNESOTA 1 EH SERVICES INC 490 LYNNHURST AVENUE EAST ST PAUL MN 55104 455322401 FACILITIES MANAGMENT MN 501(C)(3) LINE 12B, II EPISCOPAL HOMES OF MINNESOTA 1 EPISCOPAL HOME CARE AND SERVICES 490 LYNNHURST AVENUE EAST ST PAUL MN 55104 270907277 HOME CARE MN 501(C)(3) LINE 11 EPISCOPAL HOMES OF MINNESOTA 1 EPISCOPAL HOMES FOUNDATION OF MINNESOTA 490 LYNNHURST AVENUE EAST ST PAUL MN 55104 411703612 FUNDRAISING MN 501(C)(3) LINE 7 EPISCOPAL HOMES OF MINNESOTA 1 IRIS PARK COMMONS 1850 UNIVERSITY AVENUE WEST ST PAUL MN 55104 411433860 ASSISTED LIVING MN 501(C)(3) LINE 11 EPISCOPAL HOMES OF MINNESOTA 1 KINGS CROSSING APARTMENTS 490 LYNNHURST AVENUE EAST ST PAUL MN 55104 264270887 SENIOR HOUSING MN 501(C)(3) LINE 11 EPISCOPAL HOMES OF MINNESOTA 1 MIDWAY POINTE 490 LYNNHURST AVENUE EAST ST PAUL MN 55104 454788152 LOW INCOME HOUSING MN 501(C)(3) LINE 11 EPISCOPAL HOMES OF MINNESOTA 1 SEABURY 1830 UNIVERSITY AVENUE WEST ST PAUL MN 55104 411997880 LOW INCOME HOUSING MN 501(C)(3) LINE 11 EPISCOPAL HOMES OF MINNESOTA 1 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 0 0 0 1 1 0 0 0 0 0 0 0 1 1 1 0 1 0 0 EH SERVICES M 1115084 BOOK VALUE EH SERVICES Q 2890602 BOOK VALUE CORNELIA HOUSE Q 90885 BOOK VALUE CARTY HEIGHTS Q 85875 BOOK VALUE EPISCOPAL HOME CARE & SERVICES Q 5337576 BOOK VALUE IRIS PARK COMMONS Q 578325 BOOK VALUE KINGS CROSSING Q 85456 BOOK VALUE SEABURY Q 161611 BOOK VALUE MIDWAY POINTE Q 68504 BOOK VALUE EPISCOPAL HOMES MANAGEMENT SERVICES OF MINNESOTA Q 97670 BOOK VALUE IRIS PARK COMMONS Q 433414 BOOK VALUE CORNELIA HOUSE Q 60687 BOOK VALUE