2025-10-29T09:20:07-05:00 2024-12-31 393647910 WIPFLI ADVISORY LLC 1502 LONDON ROAD SUITE 200 DULUTH MN 55812 990 2024-01-01 455322401 EH SERVICES INC EHSE 6516460622 490 LYNNHURST AVENUE EAST SAINT PAUL MN 55104 TOM HENRY PRESIDENT & CEO 6516460622 2025-10-29 1 1 MICHAEL J PETERSON CPA P01833529 2187224705 2025-10-29 2024 2025-03-06 01:10:19Z TOM HENRY 490 LYNNHURST AVENUE EAST SAINT PAUL MN 55104 6357126 0 X WWW.EHOMESMN.ORG X 2012 MN PROVIDE HOUSING AND A VARIETY OF PROGRAMS WHICH EXPAND OPPORTUNITIES FOR OLDER PERSONS TO LEAD INDEPENDENT LIVES. 16 16 0 80 0 0 390830 533634 4922491 5792189 5784 30798 2316 505 5321421 6357126 894 23007 0 0 3994040 4609862 0 0 0 1458169 1759146 5453103 6392015 -131682 -34889 1912447 2794242 1285556 1917828 626891 876414 OUR MISSION IS TO ENRICH LIFE AND BUILD COMMUNITY WITH OLDER ADULTS. 0 0 2771494 23007 5792189 EH SERVICES IS A MINNESOTA NONPROFIT CORPORATION FORMED TO PROVIDE MANAGEMENT SERVICES FOR THE EPISCOPAL HOMES OF MINNESOTA AND AFFILIATES. THE ORGANIZATION BEGAN THEIR OPERATIONS IN 2013 AND SERVES 9 RELATED NON-PROFITS. 2771494 1 1 0 0 0 0 0 0 1 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 16 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 MN X TOM HENRY 6516460622 490 LYNNHURST AVENUE EAST SAINT PAUL MN 55104 MELISSA GILBERTSON CHAIR 0.10 1.20 X X 0 0 0 PETER GOVE CHAIR (THRU NOV)/DIRECTOR 0.10 1.20 X X 0 0 0 MARY LILJA VICE-CHAIR 0.10 1.20 X X 0 0 0 DAVID CARLSEN TREASURER 0.10 1.20 X X 0 0 0 BRIAN OSTENSO TREASURER (THRU NOV) 0.10 1.20 X X 0 0 0 CAROL FORBES SECRETARY 0.10 1.20 X X 0 0 0 MARK CAPALDINI DIRECTOR 0.10 1.20 X 0 0 0 KATHLEEN CUMMINGS DIRECTOR 0.10 1.20 X 0 0 0 RICHARD CUNNINGHAM DIRECTOR 0.10 1.20 X 0 0 0 ANDY CURRIE DIRECTOR (THRU JUNE) 0.10 1.20 X 0 0 0 LOIS CUTLER DIRECTOR 0.10 1.20 X 0 0 0 GENE GELGELU DIRECTOR (THRU APRIL) 0.10 1.20 X 0 0 0 JIHAN GOLDEN DIRECTOR (THRU NOV) 0.10 1.20 X 0 0 0 MARY GREER DIRECTOR 0.10 1.20 X 0 0 0 SUE HAIGH DIRECTOR 0.10 1.20 X 0 0 0 TOM HOVE DIRECTOR 0.10 1.20 X 0 0 0 GAYLE KVENVOLD DIRECTOR 0.10 1.20 X 0 0 0 REV CRAIG LOYA DIRECTOR 0.10 1.20 X 0 0 0 SARAH JANE NOWLIN DIRECTOR 0.10 1.20 X 0 0 0 TOM SCHAEFER DIRECTOR 0.10 1.20 X 0 0 0 JIM SCHEIBEL DIRECTOR 0.10 1.20 X 0 0 0 MARTHA SWENSON DIRECTOR (THRU NOV) 0.10 1.20 X 0 0 0 MARVIN PLAKUT PRESIDENT/CEO (THRU MARCH) 3.00 37.00 X 0 156390 6430 JOHN T HENRY PRESIDENT/CEO 3.00 37.00 X 0 348249 23414 MELISSA SCHNEIDER COO 3.00 37.00 X 0 203446 15830 HEIDI ELMQUIST CAO 3.00 37.00 X 0 142816 36948 0 850901 82622 0 0 1 0 0 533634 533634 AFFILIATE MANAGEMENT F 561000 5196010 5196010 OTHER RESIDENT CHARGES 531390 596179 596179 5792189 30798 30798 505 505 505 6357126 5792189 0 31303 23007 23007 3680578 1556976 2123602 158403 67008 91395 415929 175949 239980 354952 150154 204798 14349 14349 3081 3081 309441 168544 140897 23078 1024 22054 245041 47381 197660 164037 20542 143495 87582 27769 59813 191218 24028 167190 102297 102297 110422 108747 1675 31533 3613 27920 FOOD SERVICE 214331 195167 19164 EQUIPMENT REPAIRS & MAI 56310 37332 18978 LICENSES & TAXES 44838 40900 3938 EMPLOYEE RELATIONS 26443 168 26275 135145 123185 11960 6392015 2771494 3620521 0 15456 900494 527442 1005150 400373 211779 1142762 489372 713726 653390 255450 23429 1912447 2794242 930518 1052173 128925 124925 226113 740730 1285556 1917828 X 581874 852985 45017 23429 626891 876414 1912447 2794242 X -34889 284412 X 0 1 X 1 0 X X 10 EPISCOPAL CHURCH HOME OF MINNESOTA 410706110 10 0 0 2211297 EPISCOPAL HOME CARE AND SERVICES 270907277 10 0 0 2557138 IRIS PARK COMMONS 411433860 10 0 0 609281 MIDWAY POINTE 454788152 10 0 0 48921 CARTY HEIGHTS 204250735 10 0 0 46423 CORNELIA HOUSE 061692748 10 0 0 50741 KINGS CROSSING APARTMENTS 264270887 10 0 0 57214 SEABURY 411997880 10 0 0 46127 EPISCOPAL HOMES OF MINNESOTA 911983254 1 1 0 11604 BEYOND HOSPICE 920490156 10 0 0 414788 10 0 6053534 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 PART I, LINE 12G, COLUMN IV: ALL SUPPORTED ORGANIZATIONS, ALTHOUGH NOT SPECIFICALLY REFERENCED, ARE DESIGNATED BY A CLASS BEING THE AFFILIATES OF EPISCOPAL HOMES OF MINNESOTA. PART IV, SECTION A, LINE 1: ALL SUPPORTED ORGANIZATIONS, ALTHOUGH NOT SPECIFICALLY REFERENCED, ARE DESIGNATED BY A CLASS BEING THE AFFILIATES OF EPISCOPAL HOMES OF MINNESOTA. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 69368 30374 38994 969270 458998 510272 104124 104124 653390 RELATED PARTY PAYABLE 740730 740730 6334119 0 6334119 23007 23007 6357126 6369008 0 6369008 23007 23007 6392015 PART IV, LINE 2B: SECURITY DEPOSITS ADVANCED BY TENANTS ARE HELD IN TRUST BY THE ORGANIZATION. THE ORGANIZATION RECORDS SECURITY DEPOSITS AS AN ASSET AND AS A LIABILITY. PART XI, LINE 4B - OTHER ADJUSTMENTS: INTERCOMPANY GRANTS 23,007. PART XII, LINE 4B - OTHER ADJUSTMENTS: INTERCOMPANY GRANTS 23,007. 0 0 0 0 0 0 0 0 0 JOHN T HENRY PRESIDENT/CEO 0 323249 0 25000 0 0 0 0 0 23414 0 371663 0 0 MELISSA SCHNEIDER COO 0 183796 0 19110 0 540 0 0 0 15830 0 219276 0 0 HEIDI ELMQUIST CAO 0 133546 0 9048 0 222 0 4448 0 32500 0 179764 0 0 MARVIN PLAKUT PRESIDENT/CEO (THRU MARCH) 0 114390 0 42000 0 0 0 0 0 6430 0 162820 0 0 SCHEDULE J, PART I, LINE 3: THE ORGANIZATION IS REPORTING COMPENSATION FOR THE OFFICERS OF THIS ORGANIZATION AND THEY PERFORM SERVICES FOR SEVERAL OTHER RELATED PARTIES. ONE OF THE RELATED PARTIES, EPISCOPAL CHURCH HOME OF MINNESOTA (ECHM) IS RESPONSIBLE FOR COMPENSATION. ECHM UTILIZES A COMPENSATION STUDY AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE AND INDICATES SUCH RESPONSES ON THEIR IRS FORM 990, SCHEDULE J. THE EXECUTIVE COMMITTEE OF THAT BOARD ANNUALLY REVIEWS THE ACCOMPLISHMENTS OF THE CEO COMPARED TO THE GOALS SET FOR EACH YEAR IN ADDITION TO THE REVIEW OF EXTERNAL MARKET DATA WHEN DETERMINING, REVIEWING AND APPROVING COMPENSATION. 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 CEO 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 CAUSE 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 ORGANIZATION IS REPORTING COMPENSATION FOR THE OFFICERS OF THIS ORGANIZATION AND THEY PERFORM SERVICES FOR SEVERAL OTHER RELATED PARTIES. ONE OF THE RELATED PARTIES, EPISCOPAL CHURCH HOME OF MINNESOTA (ECHM) IS RESPONSIBLE FOR COMPENSATION. ECHM UTILIZES A COMPENSATION STUDY AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE AND INDICATES SUCH RESPONSES ON THEIR IRS FORM 990, SCHEDULE J. THE EXECUTIVE COMMITTEE OF THAT BOARD ANNUALLY REVIEWS THE ACCOMPLISHMENTS OF THE CEO COMPARED TO THE GOALS SET FOR EACH YEAR IN ADDITION TO THE REVIEW OF EXTERNAL MARKET DATA WHEN DETERMINING, REVIEWING AND APPROVING COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST OF THE CEO AND DIRECTOR OF FINANCE. FORM 990, PART XI, LINE 9: INTERCOMPANY TRANSFERS 306,000. CHANGE IN INTERSET -21,588. 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 AFFORDABLE SENIOR HOUSING MN 501(C)(3) LINE 10 EPISCOPAL HOMES OF MINNESOTA 1 CORNELIA HOUSE 490 LYNNHURST AVENUE EAST ST PAUL MN 55104 061692748 INDEPENDENT LIVING MN 501(C)(3) LINE 10 EPISCOPAL HOMES OF MINNESOTA 1 EPISCOPAL CHURCH HOME OF MINNESOTA 1879 FERONIA AVENUE ST PAUL MN 55104 410706110 NURSING HOME MN 501(C)(3) LINE 10 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 10 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 10 EPISCOPAL HOMES OF MINNESOTA 1 KINGS CROSSING APARTMENTS 490 LYNNHURST AVENUE EAST ST PAUL MN 55104 264270887 AFFORDABLE SENIOR HOUSING MN 501(C)(3) LINE 10 EPISCOPAL HOMES OF MINNESOTA 1 MIDWAY POINTE 490 LYNNHURST AVENUE EAST ST PAUL MN 55104 454788152 AFFORDABLE SENIOR HOUSING MN 501(C)(3) LINE 10 EPISCOPAL HOMES OF MINNESOTA 1 SEABURY 1830 UNIVERSITY AVENUE WEST ST PAUL MN 55104 411997880 AFFORDABLE SENIOR HOUSING MN 501(C)(3) LINE 10 EPISCOPAL HOMES OF MINNESOTA 1 BEYOND HOSPICE 490 LYNNHURST AVENUE EAST ST PAUL MN 55104 920490156 HOSPICE CARE MN 501(C)(3) LINE 10 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 1 1 1 0 0 0 0 0 0 1 0 1 1 1 1 0 0 EPISCOPAL HOMES FOUNDATION C 533634 BOOK VALUE EPISCOPAL CHURCH HOMES OF MINNESOTA P 3994040 BOOK VALUE EPISCOPAL CHURCH HOMES OF MINNESOTA L 2211297 BOOK VALUE IRIS PARK COMMONS L 609281 BOOK VALUE KINGS CROSSING L 57214 BOOK VALUE EPISCOPAL HOME CARE AND SERVICES L 2557138 BOOK VALUE CORNELIA HOUSE L 50741 BOOK VALUE BEYOND HOSPICE L 414788 BOOK VALUE