2014-08-15T09:37:23-05:00 2013-09-30 420714325 MCGLADREY LLP 801 NICOLLET MALL SUITE 1100 MINNEAPOLIS MN 55402 990 2012-10-01 410693899 JONES-HARRISON RESIDENCE JONE 6129202030 3700 CEDAR LAKE AVENUE MINNEAPOLIS MN 55416 COLLEEN REMPFER 6129202030 2014-08-14 1 TODD A JACKSON P00092672 6123324300 2012 2015-11-30 17:44:51Z COLLEEN REMPFER 3700 CEDAR LAKE AVENUE MINNEAPOLIS MN 55416 16328411 0 X WWW.JONES-HARRISON.ORG X 1988 MN HONORING THE FULL CIRCLE OF LIFE. JONES-HARRISON RESIDENCE IS DEDICATED TO CONTINUING OUR CENTURY-LONG TRADITION OF OFFERING INNOVATIVE PROGRAMS AND SUPPORTIVE SERVICES TO OLDER ADULTS IN A LOVING, GRACIOUS SETTING. 12 12 327 134 0 0 556356 692968 15524544 15165572 -22666 41411 0 -24975 16058234 15874976 9205 5000 0 0 10111385 10083379 0 0 145887 6855171 6876929 16975761 16965308 -917527 -1090332 24607736 23428500 14567790 14204535 10039946 9223965 X JONES-HARRISON RESIDENCE IS A NON-PROFIT CORPORATION WHICH OWNS AND OPERATES A 163 BED LONG TERM CARE FACILITY PROVIDING SKILLED AND INTERMEDIATE LEVELS OF NURSING CARE AND AN ASSISTED LIVING FACILITY WITH 54 UNITS. 0 0 13887734 5000 12023282 SKILLED NURSING CARE - LONG TERM AND SHORT TERM. LONG-TERM - JONES-HARRISON PROVIDES A PERMANENT HOME FOR RESIDENTS WHO NEED ROUND THE CLOCK NURSING ASSISTANCE. WE ASSESS EACH RESIDENT'S HEALTH, EMOTIONAL AND SPRITITUAL NEEDS, AND PROVIDE THE NECESSARY ASSISTANCE TO ENSURE THE BEST QUALITY OF LIFE IN A SAFE, SECURE ENVIRONMENT. OUR MEMORY CARE FLOOR CONSISTS OF 5 NEIGHBORHOODS WITH BRIGHT MURALS AND UNIQUE ENVIRONMENTS. EACH NEIGHBORHOOD HAS A FAMILY GREATROOM WITH A FUNCTIONING KITCHEN AND ALL MEALS ARE SERVED THERE EVERYDAY. EACH AND EVERY ASPECT GIVES RESIDENTS A FEELING OF COMFORT AND FAMILIARITY, AND MOST OF ALL, A SENSE OF HOME. SHORT TERM - OUR IN HOUSE THERAPY DEPARTMENT ALLOWS US TO PROVIDE INTENSIVE THERAPY IN 3 PRIMARY AREAS: PHYSICAL, OCCUPATIONAL, AND SPEECH. NURSES ARE STAFFED AROUND THE CLOCK AND THE STRONG RELATIONSHIP BETWEEN OUR NURSING AND THERAPY STAFFS ASSURES OUR DAILY INTERACTIONS ARE IN TUNE WITH THE RESTORATIVE PLAN FOR THE RESIDENT. 211263 128190 WELLNESS CENTER AND ARTHRITIS SERVICES - THE WASIE WELLNESS CENTER IS OUR REVOLUTIONARY CENTER FOR WELLNESS AND ARTHRITIS CARE. PROGRAMS ARE CUSTOMIZED TO EACH INDIVIDUAL TO HELP CLIENTS STAY ACTIVE AND STRONG. COMPLETE WITH A WARM WATER THERAPY POOL, HIGH TECH FITNESS MACHINES, MASSAGE THERAPY, AND A JUICE BAR, WE TAKE FITNESS FOR OLDER ADULTS TO A WHOLE NEW LEVEL. THE WELLNESS CENTER OFFERS A VARIETY OF HOLISTIC WATER AND LAND BASED PROGRAMS, INCLUDING CHOICES LIKE TI CHI AND YOGA. THERE'S ALSO AN IN-HOUSE MASSAGE THERAPIST TO HELP GET OUT ALL THE KINKS. ARTHRITIS CARE RANGES FROM COMFORT MODALITIES AND LAND/WARM WATER EXERCISES TO SIMPLE, CUSTOM ALTERATIONS TO A RESIDENT'S ROOM. SERVICES INCLUDE CONSULTATIONS, WARM WATER POOL EXERCISE, PARAFFIN WAXES, HOT PACK TREATMENTS, STRENGTH TRAINING, MASSAGE, AND FLEXIBILITY EXERCISES. 474386 918068 HOME CARE FOR ASSISTED LIVING RESIDENTS - THE MAJORITY OF OUR RESIDENTS NEED SOME LEVEL OF ASSISTANCE WITH THEIR DAILY NEEDS. THIS MAY INCLUDE MEDICINE SET UP AND ADMINISTRATION, HELP WITH PERSONAL CARE, LAUNDRY, HEALTHCARE AND SUPPORTIVE CARE SERVICES. WE'RE STAFFED DURING OFFICE HOURS WITH AN RN/LPN AND HOME HEALTH AIDES ARE ON DUTY 24 HOURS A DAY. 436944 2160031 ASSISTED LIVING - IT'S NOT ONLY THE COMFORTABLE APARTMENTS THAT MAKE ASSISTED LIVING AT JONES-HARRISON SO SPECIAL. WE ALSO PROVIDE MANY OPPORTUNITIES TO ENJOY LIFE, DEEPEN EXISTING FRIENDSHIPS AND GAIN NEW FRIENDSHIPS. THE FOLLOWING SERVICES ARE BROUGHT DIRECTLY TO JONES-HARRISON ASSISTED LIVING RESIDENTS; DRY CLEANING, ON-SITE BEAUTY, BARBER AND GIFT SHOPS, GUEST MEALS, AUDIOLOGIST, OPHTHALMOLOGIST, PODIATRIST, CONSULTING PSYCHOLOGIST, PHYSICIAN VISITS, DENTAL SERVICES AND TRANSPORTATION TO DOCTORS ON TUESDAYS, AND PHARMACY AND LAB SERVICES. WE ALSO PROVIDE DAILY ACTIVITIES AND WEEKLY EVENT OUTINGS FOR OUR RESIDENTS. 436944 2160031 15010327 1 1 0 0 0 0 0 0 0 0 1 1 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 29 0 1 327 1 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MN X COLLEEN REMPFER 6129202030 3700 CEDAR LAKE AVENUE MINNEAPOLIS MN 55416 SHARON AADALEN 1.00 X X 0 0 0 MARY THORPE-MEASE 1.00 X X 0 0 0 JULIE DITZLER 1.00 X X 0 0 0 MARCIA DIRACLES 1.00 X X 0 0 0 JENNIFER ANDERSON 1.00 X 0 0 0 DELORES FLETCHER 1.00 X 0 0 0 MARY KILLIAN 1.00 X 0 0 0 GINI KIRSCHT 1.00 X 0 0 0 LARRY KRIEDBERG 1.00 X 0 0 0 LESLIE NOVICH 1.00 X 0 0 0 BARBARA LOUIS 1.00 X 0 0 0 ROBERT SCHEMBER 1.00 X 0 0 0 LOWELL BERGGREN 40.00 X 167202 0 22998 COLLEEN REMPFER 40.00 X 103282 0 11162 JOANN BUYTENDORP 40.00 X 106954 0 3912 377438 0 38072 3 0 1 0 AVIANDS 1751 W COUNTY ROAD B SUITE 300 ROSEVILLE MN 55113 FOOD SERVICE 1810373 1 500000 192968 104274 692968 PROGRAM SERVICE REVENUE 623000 14924133 14924133 WELLNESS CENTER REVUE 621400 104751 104751 MISCELLANEOUS REVENUE 623000 101726 101726 MEAL REVENUE 623000 29015 29015 MASSAGE REVENUE 623000 5947 5947 15165572 30018 30018 12603 0 12603 12603 12603 375853 364460 11393 11393 11393 36925 79665 -42740 -42740 14472 9310 5162 5162 15874976 15183337 0 -1329 5000 5000 296244 296244 8240429 7456033 692607 91789 93206 83723 9483 729141 661764 67377 724359 637436 86923 40875 35970 4905 53060 46693 6367 2953 2599 354 662683 583161 79522 58615 51581 7034 95441 82443 11242 1756 57184 41016 5593 10575 17602 15490 2112 35279 30793 4199 287 693567 610339 83228 1305623 1148948 156675 143583 126353 17230 CONTRACTED SERVICES/OUT 1854936 1763901 91035 SUPPLIES 699819 614724 85095 UTILITIES 614216 540510 73706 MISCELLANEOUS 376516 330668 8911 36937 164977 141182 19252 4543 16965308 15010327 1809094 145887 1053206 571886 36007 18322 1002122 1316511 167838 167037 39344 111100 35195460 23047799 13124248 12147661 2095368 1754046 7089603 7341937 24607736 23428500 1742507 1692968 12700000 12425000 55476 36567 69807 50000 14567790 14204535 X 2183589 1416756 7684501 7635353 171856 171856 10039946 9223965 24607736 23428500 X -1090332 2780 271572 X X 0 1 X 1 0 X 559583 651078 609089 556356 692968 3069074 16151648 15638781 15673233 15524544 15229571 78217777 16711231 16289859 16282322 16080900 15922539 81286851 50671 41148 149732 87387 5455 334393 0 50671 41148 149732 87387 5455 334393 80952458 8197 26201 26185 13516 30018 104117 8197 26201 26185 13516 30018 104117 16719428 16316060 16308507 16094416 15952557 81390968 0.99460 0.99420 0.00130 0.00160 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1432272 1432272 26605164 17611764 8993400 361471 204363 157108 6606997 5130678 1476319 189556 100994 88562 12147661 MONEY MARKET 977929 F CORPORATE DEBT SECURITIES 13247 F CORPORATE EQUITY SECURITIES 14667 F CARECHOICE SECURITIES 99759 F CASH AND CASH EQUIVALENTS 3704 F PERPETUAL TRUSTS 156250 F CHARITABLE GIFT ANNUITY AGREEMNTS 488490 F 1754046 INTEREST IN JOINT VENTURES 7089949 DEFERRED FINANCING COSTS SERIES 2005 BONDS 251988 7341937 UNEARNED REVENUE 50000 50000 X 16122457 2780 271572 274352 15848105 26870 26870 15874975 16938438 0 16938438 26870 26870 16965308 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: AS OF SEPTEMBER 30, 2013, THERE ARE NO UNCERTAIN TAX POSITIONS TO BE RECORDED. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF FOUNDATION ASSETS 271,572. PART XI, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT EXPENSE RECLASSED FROM REVENUE AS AN EXPENSE 115,845. FUNDRAISING EXPENSES RECLASSED FROM EXPENSE AS REVENUE -79,665. GIFT SHOP EXPENSES RECLASSED FROM EXPENSE AS REVENUE -9,310. PART XII, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT EXPENSE RECLASSED FROM REVENUE AS AN EXPENSE 115,845. FUNDRAISING EXPENSES RECLASSED FROM EXPENSE AS REVENUE -79,665. GIFT SHOP EXPENSES RECLASSED FROM EXPENSE AS REVENUE -9,310. X X X X X X 0 MN HARVEST MOON BALL 33030 33030 42621 WINTER WARM UP 2817 2817 1222 450 32831 1 1078 1078 2541 36925 36925 1222 450 77993 79665 -42740 X X X 0 0 0 0 0 0 0 0 0 LOWELL BERGGREN 167202 0 0 0 0 0 0 0 22998 0 190200 0 0 0 A THE CITY OF MINNEAPOLIS 416005375 603908DP0 2005-09-28 14030000 DEFEASE '98 BOND ISSUE & FUND RENOVATION OF ASSISTED LIVING WEST HALL BLDG 0 0 0 A 1065000 14030000 14030000 2007 1 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 1 1 0 0 0 0 X 1 104274 FAIR MARKET VALUE 0 0 0 METHOD FOR DETERMINING NUMBER OF CONTRIBUTIONS: PART I, COLUMN (B): NUMBER OF CONTRIBUTORS FORM 990, PART VI, SECTION B, LINE 11 THE CEO AND CFO REVIEW FORM 990 AND A COPY IS PROVIDED TO THE GOVERNING BODY PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, EVERY BOARD OF DIRECTOR SIGNS A DISCLOSURE STATEMENT. THIS IS REVIEWED BY THE CHAIR OF THE BOARD. IF THERE ARE ANY DISCLOSURES, THEY ARE REVIEWED BY THE EXECUTIVE COMMITTEE AND APPROPRIATE ABSTENTIONS OF VOTING ON ISSUES ARE ENFORCED. FORM 990, PART VI, SECTION B, LINE 15 THE CEO IS REVIEWED BY THE EXECUTIVE COMMITTEE OF THE BOARD. WAGE SCALES FOR ALL CLASSIFICATIONS OF EMPLOYEES ARE DETERMINED BASED ON THE AGING WITH SERVICES ANNUAL SURVEY OF NON PROFITS IN THEIR MEMBERSHIP. JONES-HARRISON TARGETS THE 75TH PERCENTILE OF FREESTANDING, UNATTACHED TO A HOSPITAL, NON PROFIT, LARGE NURSING HOME AND ASSISTED LIVING CRITERIA. FORM 990, PART VI, SECTION C, LINE 18 GOVERNING DOCUMENTS, CONFILCIT OF INTEREST POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFILCIT OF INTEREST POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF FOUNDATION ASSETS 271,572. NO CHANGE FROM PRIOR YEAR JONES-HARRISON FOUNDATION 3700 CEDAR LAKE AVENUE MINNEAPOLIS MN 55416 363414818 FOUNDATION THAT SUPPORTS JONES-HARRISON RESIDENCE MN 501(C)(3) 509(A)(3)II N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0