KNUTE NELSON: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- KNUTE NELSON (EIN 41-1263433)
- Tax period
- 2012-10-01 to 2013-09-30
- Filed
- 2014-08-15
- IRS object ID
- 201422279349303502
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule I
- Schedule J
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-08-15T13:03:30-05:00 | Timestamp |
| Tax Period End Date | 2013-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 411765929 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EIDE BAILLY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 NICOLLET MALL STE 1300 | AddressLine1 |
| City | MINNEAPOLIS | City |
| State | MN | State |
| ZIP Code | 554027033 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 411263433 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KNUTE NELSON | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | KNUT | NameControl |
| Phone | 3207636653 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 12TH AVENUE EAST | AddressLine1 |
| City | ALEXANDRIA | City |
| State | MN | State |
| ZIP Code | 56308 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARK ANDERSON | Name |
| Title | CEO | Title |
| Phone | 3207636653 | Phone |
| Date Signed | 2014-08-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SARAH VOGT CPA | Name |
| PTIN | P00978242 | PTIN |
| Phone | 6122536500 | Phone |
| Date Prepared | 2014-08-13 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | MARK ANDERSON | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 12TH AVENUE EAST | AddressLine1 |
| City | ALEXANDRIA | City |
| State | MN | State |
| ZIP Code | 56308 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 21510106 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Group Exemption Number | 9386 | GroupExemptionNumber |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.KNUTENELSON.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1969 | YearFormation |
| State Legal Domicile | MN | StateLegalDomicile |
| Activity Or Mission Description | OPERATION OF NURSING HOME AND SENIOR SERVICES | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 9 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 9 | NbrIndependentVotingMembers |
| Total Nbr Employees | 572 | TotalNbrEmployees |
| Total Nbr Volunteers | 340 | TotalNbrVolunteers |
| Total Gross UBI | 118154 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -121685 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 5284 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 138619 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 18071000 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 21283161 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 90821 | InvestmentIncomePriorYear |
| Investment Income Current Year | 88326 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 18167105 | TotalRevenuePriorYear |
| Total Revenue Current Year | 21510106 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 17074 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 17054 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 12069842 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 13595604 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1539 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 7978994 | OtherExpensePriorYear |
| Other Expenses Current Year | 8581181 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 20065910 | TotalExpensesPriorYear |
| Total Expenses Current Year | 22193839 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -1898805 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -683733 | RevenuesLessExpensesCY |
| Total Assets BOY | 43291924 | TotalAssetsBOY |
| Total Assets EOY | 42828720 | TotalAssetsEOY |
| Total Liabilities BOY | 29658787 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 29702578 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 13633137 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 13126142 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE MISSION OF KNUTE NELSON IS TO ENRICH THE LIVES OF EVERYONE WE SERVE. OUR VISION IS TO BE THE RECOGNIZED LEADER OF QUALITY AND INNOVATIVE SERVICES FOR ALL STAGES OF LIVING. | MissionDescription |
| Significant New Program Services | 1 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 19982647 | Expense |
| Grants | 17054 | Grants |
| Revenue | 21283161 | Revenue |
| Description | KNUTE NELSON, AN AFFILIATE OF EVANGELICAL LUTHERAN CHURCH OF AMERICA, PROVIDES A FULL CONTINUUM OF SERVICES FOR OLDER ADULTS TO ENHANCE THEIR QUALITY OF LIFE THROUGH A 108-BED SKILLED NURSING FACILITY, 73 INDEPENDENT LIVING APARTMENTS, 123 ASSISTED LIVING UNITS, A HOME CARE AGENCY, AND A HOSPICE AGENCY.KNUTE NELSON HAS 480+ EMPLOYEES AND 340 VOLUNTEERS MAKING IT ONE OF THE TOP FIVE EMPLOYERS IN ALEXANDRIA. WITHIN THE SKILLED NURSING FACILITY, WE HAVE A SHORT-TERM REHAB UNIT, REHABILITATION PROGRAM, CARE SUITES FOR END-OF-LIFE PROGRAMMING AND PROVIDE HOSPICE CARE IN PARTNERSHIP WITH LOCAL HOSPICE PROVIDERS FOR TERMINALLY-ILL RESIDENTS. WE ALSO HAVE A WELLNESS PROGRAM THAT PROVIDES CLASSES FOR RESIDENTS, ACTIVITIES, AND A CHAPLAINCY PROGRAM; ALL WHICH ENHANCE THEIR QUALITY OF LIVING. OUR CHAPLAINCY PROGRAM IS GUIDED BY CHRISTIAN PRINCIPLES. ALL FAITHS ARE CELEBRATED HERE AND OUR CHAPLAIN PROVIDES A WIDE RANGE OF SPIRITUAL CARE THROUGH WORSHIP SERVICE, BIBLE STUDY GROUPS, AND RESIDENT AND FAMILY SUPPORT.THE SKILLED NURSING FACILITY HAD 375 ADMISSIONS AND 401 DISCHARGES FROM 10/01/12 TO 09/30/13. AN INCREASING AREA OF FOCUS IS OUR SHORT-TERM REHAB CENTER WHERE INDIVIDUALS RECEIVE NECESSARY PHYSICAL, SPEECH, AND OCCUPATIONAL THERAPIES AND RETURN BACK TO THEIR HOME. KNUTE NELSON ACCEPTS ALL PAYOR SOURCES: MEDICARE, MEDICAID, INSURANCE, AND PRIVATE PAY. IF A RESIDENT IS UNABLE TO PAY FOR THEIR SERVICES, WE WILL WORK WITH THEM TO FIND A MEANS TO PAY FOR THEIR SERVICES AND HELP THEM FACILITATE THE APPLICATION PROCESS FOR MEDICAL ASSISTANCE THROUGH FAMILY MEMBERS, KNUTE NELSON AND DOULAS COUNTY SOCIAL SERVICES. THE GOAL OF THE KNUTE NELSON HOME CARE PROGRAM IS TO HELP INDIVIDUALS STAY IN THEIR OWN HOME AS LONG AS POSSIBLE. WE ARE ABLE TO HELP INDIVIDUALS OF ANY AGE WITH SKILLED NURSING SERVICES, PHYSICAL, SPEECH AND OCCUPATIONAL THERAPIES, IV THERAPY, WOUND CARE, PRIVATE DUTY NURSING, HOME HEALTH AIDE, OR ASSESSMENT AND MANAGEMENT OF THEIR MEDICAL NEEDS. WE SERVE INDIVIDUALS WITHIN A 100-MILE RADIUS OF ALEXANDRIA WITH BRANCH OFFICES IN MORRIS, ELBOW LAKE, LONG PRAIRIE, LITTLE FALLS, OLIVIA AND PARK RAPIDS. KNUTE NELSON HOSPICE CARES FOR PEOPLE WITH LIFE-LIMITING ILLNESSES UTILIZING A HOLISTIC APPROACH, INCLUDING MEDICAL, PHYSICAL, EMOTIONAL, SOCIAL AND SPIRITUAL CARE FOR PATIENTS AND FAMILIES. HOSPICE PROVIDES A WIDE RANGE OF SERVICES FROM SKILLED NURSING, MEDICATION AND PAIN MANAGEMENT, HOME HEALTH AIDES, PHYSICAL THERAPY, OCCUPATIONAL THERAPY, SOCIAL WORKERS AND CHAPLAIN. HOSPICE IS PROVIDED WHEREVER THE PATIENT CALLS HOME--IN THEIR OWN HOMES, NURSING FACILITIES, OR HOSPITALS. BEREAVEMENT SERVICES AND FOLLOW-UP CARE ARE ALSO A PART OF THE HOSPICE PROGRAM. OUR ASSISTED LIVING FACILITY, NELSON GABLES, PROMOTES INDEPENDENCE, SECURITY AND QUALITY OF LIFE. DAILY COFFEE HOUR, RESTAURANT STYLE MEAL PROGRAM, ACTIVE AGING WELLNESS CLASSES, PARTIES AND OUTINGS KEEP RESIDENTS AS ACTIVE AS THEY WISH TO BE. A 24-HOUR STAFF, UNDER THE DIRECTION OF A REGISTERED NURSE, IS READY TO OFFER ASSISTANCE WITH MEDICATION MANAGEMENT, MEDICATION ADMINISTRATION, BATHING, AND PERSONAL CARE. GRAND ARBOR, REGISTERED THROUGH KNUTE NELSON SENIOR LIVING CAMPUS, LLC, IS AN ENHANCED CONTINUING CARE RETIREMENT COMMUNITY THAT ENCOURAGES ACTIVE LIFESTYLES WITH A TOWN CENTER AND WELLNESS CENTER SET AMONG INDEPENDENT LIVING APARTMENTS; GENERAL AND HIGH ACUITY ASSISTED LIVING APARTMENTS; AND MEMORY CARE ASSISTED LIVING APARTMENTS. A 24-HOUR LICENSED STAFF, UNDER THE DIRECTION OF A REGISTERED NURSE, IS ABLE TO OFFER ASSISTANCE WITH MEDICATION MANAGEMENT, MEDICATION ADMINISTRATION, BATHING, AND OTHER PERSONAL CARE. | Description |
| Total Program Service Expense | 19982647 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 1 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 1 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 1 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 35 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 572 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 9 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 9 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARNIE GUGISBERG SRVPCFO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3207631164 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 12TH AVENUE EAST | AddressLine1 |
| City | ALEXANDRIA | City |
| State | MN | State |
| ZIP Code | 56308 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (12 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|---|
| TOM ANDERSON | |||||||
| CHAIR | 1.00 | 0.00 | X | X | 0 | 0 | 0 |
| RUTH NAGLE | |||||||
| VICE CHAIR | 1.00 | 0.00 | X | X | 0 | 0 | 0 |
| DOUG HOUSKA | |||||||
| SECRETARY | 1.00 | 0.00 | X | X | 0 | 0 | 0 |
| DENNIS SCHMIDT | |||||||
| TREASURER | 1.00 | 0.00 | X | X | 0 | 0 | 0 |
| JAN LERVICK | |||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| TIM BUSH | |||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| DEREK TROSVIG | |||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| YVONNE KINNEY-HOCKERT | |||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| RICHARD MOEN | |||||||
| DIRECTOR (AS OF 2/22/13) | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| KATHY NOHRE | |||||||
| DIRECTOR (THRU 2/22/13) | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| MARK ANDERSON | |||||||
| PRESIDENT/CEO | 35.00 | 5.00 | X | 139055 | 0 | 25582 | |
| MARNIE GUGISBERG | |||||||
| SRVP/CFO | 39.00 | 1.00 | X | 84549 | 0 | 19427 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 223604 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 45009 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (3 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| INNOVATIVE BUILDERS INC | |||||
| 2715 HIGHWAY 29 SOUTH SUITE 105 | ALEXANDRIA | MN | 56308 | GENERAL CONTRACTOR | 2446589 |
| MARK LEE EXCAVATING | |||||
| 401 50TH AVE WEST | ALEXANDRIA | MN | 56308 | CONTRACTOR | 151996 |
| J-BERD MECHANICAL | |||||
| 3308 SOUTHWAY DRIVE | ST CLOUD | MN | 56301 | CONTRACTOR | 100674 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 3 | NumberOfContractorsGT100K |
| Related Organizations | 103500 | RelatedOrganizations |
| Government Grants | 35119 | GovernmentGrants |
| Total Contributions | 138619 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| RESIDENT SERVICE REVENUE | 623000 | 16367553 | 16367553 | |
| SR APT RENTAL REVENUE | 623000 | 4573479 | 4573479 | |
| OTHER REVENUE | 900099 | 280635 | 162481 | 118154 |
| AUXILIARY AND COFFEE SHOP | 721000 | 61494 | 61494 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 21283161 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 88326 | TotalRevenueColumn |
| Exclusion | $88,326 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 21510106 | TotalRevenueColumn |
| Related Or Exempt Function Income | 21165007 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 118154 | UnrelatedBusinessRevenue |
| Exclusion | $88,326 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17054 | Total |
| Program Services | 17054 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 268727 | Total |
| Management And General | 268727 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11147582 | Total |
| Program Services | 10506346 | ProgramServices |
| Management And General | 641236 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 96823 | Total |
| Program Services | 96823 | ProgramServices |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1199908 | Total |
| Program Services | 1130552 | ProgramServices |
| Management And General | 69356 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 882564 | Total |
| Program Services | 814578 | ProgramServices |
| Management And General | 67986 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24895 | Total |
| Management And General | 24895 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19873 | Total |
| Management And General | 19873 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1014760 | Total |
| Program Services | 934997 | ProgramServices |
| Management And General | 79763 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 105308 | Total |
| Management And General | 103769 | ManagementAndGeneral |
| Fundraising | 1539 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 856603 | Total |
| Program Services | 708466 | ProgramServices |
| Management And General | 148137 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 864472 | Total |
| Program Services | 864472 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 423261 | Total |
| Program Services | 13040 | ProgramServices |
| Management And General | 410221 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32167 | Total |
| Program Services | 3109 | ProgramServices |
| Management And General | 29058 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1488282 | Total |
| Program Services | 1488282 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1991467 | Total |
| Program Services | 1991467 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 212145 | Total |
| Management And General | 212145 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| FOOD | 649194 | 649194 | |
| SURCHARGE & PRE SCREEN | 375477 | 375477 | |
| MEDICAL SUPPLIES | 284754 | 284754 | |
| LICENSES & PERMITS | 55013 | 14868 | 40145 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 183510 | Total |
| Program Services | 89168 | ProgramServices |
| Management And General | 94342 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22193839 | Total |
| Program Services | 19982647 | ProgramServices |
| Management And General | 2209653 | ManagementAndGeneral |
| Fundraising | 1539 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1870185 | BOY |
| EOY | 1804837 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1438464 | BOY |
| EOY | 2295754 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1321 | BOY |
| EOY | 1023 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 135626 | BOY |
| EOY | 155077 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 48659433 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 17038455 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32505647 | BOY |
| EOY | 31620978 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2808332 | BOY |
| EOY | 2206300 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3513961 | BOY |
| EOY | 3788453 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 259167 | BOY |
| EOY | 255000 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 759221 | BOY |
| EOY | 701298 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43291924 | BOY |
| EOY | 42828720 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1851022 | BOY |
| EOY | 2230410 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27367618 | BOY |
| EOY | 26939274 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41370 | BOY |
| EOY | 43299 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 80128 | BOY |
| EOY | 213583 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 318649 | BOY |
| EOY | 276012 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29658787 | BOY |
| EOY | 29702578 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13633137 | BOY |
| EOY | 13126142 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13633137 | BOY |
| EOY | 13126142 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43291924 | BOY |
| EOY | 42828720 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -683733 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | -97754 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 274492 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1393110 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3000 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus1 Year | 5284 | CurrentTaxYearMinus1Year |
| Current Tax Year | 138619 | CurrentTaxYear |
| Total | 1540013 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 15032966 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 15508181 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 15896197 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 18071000 | CurrentTaxYearMinus1Year |
| Current Tax Year | 21165007 | CurrentTaxYear |
| Total | 85673351 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 16426076 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 15511181 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 15896197 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 18076284 | CurrentTaxYearMinus1Year |
| Current Tax Year | 21303626 | CurrentTaxYear |
| Total | 87213364 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 87213364 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 60584 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 38773 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 22061 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 90821 | CurrentTaxYearMinus1Year |
| Current Tax Year | 88326 | CurrentTaxYear |
| Total | 300565 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 60584 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 38773 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 22061 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 90821 | CurrentTaxYearMinus1Year |
| Current Tax Year | 88326 | CurrentTaxYear |
| Total | 300565 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 16486660 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 15549954 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 15918258 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 18167105 | CurrentTaxYearMinus1Year |
| Current Tax Year | 21391952 | CurrentTaxYear |
| Total | 87513929 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.99660 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.99540 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00340 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00460 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtc |
| Included On FS | 1 | IncludedOnFS |
| Explanation In Part XIII | X | ExplanationInPartXIII |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2465190 | OtherCostOrOtherBasis |
| Book Value | 2465190 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 36541376 | OtherCostOrOtherBasis |
| Depreciation | 11890761 | Depreciation |
| Book Value | 24650615 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 8253059 | OtherCostOrOtherBasis |
| Depreciation | 4487745 | Depreciation |
| Book Value | 3765314 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1399808 | OtherCostOrOtherBasis |
| Depreciation | 659949 | Depreciation |
| Book Value | 739859 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 31620978 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| CAREVENTURES COOPERATIVE | 5000 | F |
| INTEREST IN KNUTE NELSON FOUNDATION | 3783453 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 3788453 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| INSURANCE RESERVE | $174,567 |
| RESERVATION DEPOSITS | $101,445 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 276012 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 21683502 | TotRevenueEtcAuditedFinclStmt |
| Other Revenues | 276896 | OtherRevenues |
| Revenue Not Rptd F990 | 276896 | RevenueNotRptdF990 |
| Revenue Subtotal | 21406606 | RevenueSubtotal |
| Other Revenues Not Included | 103500 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 103500 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 21510106 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 22304110 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 110271 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 110271 | ExpensesNotRptdF990 |
| Expenses Subtotal | 22193839 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 22193839 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART IV, LINE 2B: | THE ORGANIZATION ACTS AS A CUSTODIAN FOR THE FUNDS OF THE RESIDENTS OF THE HOME AND ASSISTED LIVING. | |
| PART X, LINE 2: | THE HOME IS ORGANIZED AS A MINNESOTA NOT-FOR-PROFIT CORPORATION AND HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE (IRS) AS EXEMPT FROM FEDERAL INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). SENIOR LIVING MAINTAINS EXEMPT STATUS UNDER THE HOME'S EXEMPTION SINCE THE HOME IS THE SOLE MEMBER OF SENIOR LIVING. THE HOME IS ANNUALLY REQUIRED TO FILE A RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) WITH THE IRS. IN ADDITION, THE CORPORATION IS SUBJECT TO INCOME TAX ON ANY NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO THEIR EXEMPT PURPOSE. THE CORPORATION FILES AN EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN (FORM 990T) WITH THE IRS TO REPORT ITS UNRELATED BUSINESS TAXABLE INCOME. THE CORPORATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AFFECTING ITS ANNUAL FILING REQUIREMENTS, AND, AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE CONSOLIDATED FINANCIAL STATEMENTS. THE CORPORATION WOULD RECOGNIZE FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX LIABILITIES IN INCOME TAX EXPENSE, IF SUCH INTEREST AND PENALTIES ARE INCURRED. | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
| FOUNDATION REVENUE INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS 276,896. | PART XI, LINE 2D - OTHER ADJUSTMENTS: | |
| TRANSFER FROM RELATED PARTY REPORTED IN FUND BALANCE ON FINANCIAL STATEMENTS 103,500. | PART XI, LINE 4B - OTHER ADJUSTMENTS: | |
| FOUNDATION EXPENSES INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS 110,271. | PART XII, LINE 2D - OTHER ADJUSTMENTS: |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | SCHOLARSHIPS | TypeOfGrant |
| Number Of Recipients | 7 | NumberOfRecipients |
| Amount Of Cash Grant | 17054 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: KNUTE NELSON MAKES PAYMENTS DIRECTLY TO THE SCHOOL AND DIRECTLY TO THE INDIVIDUALS, DEPENDING ON THE CIRCUMSTANCE. FOR PAYMENTS MADE DIRECTLY TO INDIVIDUALS, A RECEIPT MUST BE PROVIDED SHOWING BOOK OR TUITION EXPENSE BEFORE THE SCHOLARSHIP IS ISSUED. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | MARK ANDERSON | NamePerson |
| Title | PRESIDENT/CEO | Title |
| Base Compensation Filing Org | 139055 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 8400 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 17239 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 164694 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (3 entries)
| Bond ReferenceBondReferenceCd | Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|---|
| CITY OF ALEXANDRIA MINNESOTA | ||||||||
| A | 416004926 | 015185AL5 | 2010-07-08 | 19865000 | BUILD SENIOR HOUSING CAMPUS | 0 | 0 | 0 |
| CITY OF ALEXANDRIA MINNESOTA | ||||||||
| B | 416004926 | 2006-06-08 | 4300000 | ASSISTED LIVING FACILITY AND REFUND PRIOR BONDS ISSUED 7/17/95 | 0 | 0 | 0 | |
| CITY OF ALEXANDRIA MINNESOTA | ||||||||
| C | 416004926 | 2010-07-08 | 4500000 | SKILLED NURSING FACILITY PROJECT | 0 | 0 | 0 | |
Form990 Schedule K Part II Form990ScheduleKPartII (3 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Capitalized InterestCapitalizedInterest | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Capital ExpendituresCapitalExpenditures | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind | Amount RetiredAmountRetired | Other Spent ProceedsOtherSpentProceeds |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 19865000 | 1670529 | 298127 | 570936 | 13028496 | 2012 | 0 | 0 | 1 | 1 | ||
| B | 4300000 | 113002 | 83188 | 3206140 | 2007 | 1 | 0 | 1 | 1 | 929170 | 1010742 | |
| C | 4500000 | 4500000 | 2010 | 0 | 0 | 1 | 1 | 796556 |
Form990 Schedule K Part III Form990ScheduleKPartIII (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse | Bond Iss Meet Prvt Security Pay TestBondIssMeetPrvtSecurityPayTest | Change In Use Bond Financed PropChangeInUseBondFinancedProp | Non Qualified Bond Remed ProcdrsNonQualifiedBondRemedProcdrs |
|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | 0 |
| B | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | 0 |
| C | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | 0 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (3 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiled | Rebate Not Due YetRebateNotDueYet | Exception To RebateExceptionToRebate | No Rebate DueNoRebateDue | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Written Proc To Monitor ReqsWrittenProcToMonitorReqs |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| B | 0 | 0 | 1 | 0 | 1 | 0 | 0 | 0 | 0 |
| C | 0 | 0 | 0 | 0 | 1 | 0 | 0 | 0 | 0 |
Form990 Schedule K Part V Form990ScheduleKPartV (3 entries)
| Bond ReferenceBondReferenceCd | Proc To Undertk Corrective ActionProcToUndertkCorrectiveAction |
|---|---|
| A | 0 |
| B | 0 |
| C | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (10 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| NEW PROGRAM SERVICES | FORM 990, PART III, LINE 2 | KNUTE NELSON HOSPICE WAS STARTED IN JANUARY 2013. |
| FORM 990, PART VI, SECTION A, LINE 1 | THE EXECUTIVE COMMITTEE SHALL INCLUDE THE CHAIR, THE VICE-CHAIR, THE PRESIDENT, THE TREASURER, THE SECRETARY AND SUCH OTHER INDIVIDUALS, IF ANY, AS MAY BE APPOINTED BY THE BOARD FROM TIME TO TIME. THE EXECUTIVE COMMITTEE SHALL HAVE THE AUTHORITY OF THE BOARD IN THE MANAGEMENT OF THE BUSINESS OF THIS CORPORATION IN THE INTERVAL BETWEEN BOARD MEETINGS, AND THE EXECUTIVE COMMITTEE SHALL AT ALL TIMES BE SUBJECT TO THE CONTROL AND DIRECTION OF THE BOARD. THE EXECUTIVE COMMITTEE SHALL HAVE SUCH OTHER DUTIES AS MAY BE PRESCRIBED BY THE BOARD FROM TIME TO TIME. | |
| FORM 990, PART VI, SECTION A, LINE 6 | THE MEMBERSHIP OF THE ORGANIZATION IS MADE UP OF FOURTEEN AREA LUTHERAN CHURCHES WHICH ARE ELECTED AS MEMBERS BY THE BOARD OF DIRECTORS OF THE ORGANIZATION. AT ALL TIMES, THE MAJORITY OF MEMBERS OF THE ORGANIZATION ARE REQUIRED TO BE CONGREGATIONS OF THE EVANGELICAL LUTHERAN CHURCH IN AMERICA, OR ITS SUCCESSOR. | |
| FORM 990, PART VI, SECTION A, LINE 7A | THE ORGANIZATION'S NOMINATING COMMITTEE, WHICH CONSISTS OF TWO VOTING DELEGATES OF MEMBERS ELECTED BY THE MEMBERS AT THE ANNUAL MEETING OF MEMBERS, THE PRESIDENT OF THE AUXILIARY/FRIENDS OF KNUTE, AND TWO DIRECTORS APPOINTED BY THE BOARD OF DIRECTORS, MAKES RECOMMENDATIONS FOR ELECTIONS TO THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS IS THEN ELECTED BY ITS MEMBERS AT AN ANNUAL MEETING. | |
| FORM 990, PART VI, SECTION A, LINE 7B | THE AMENDMENT OR RESTATEMENT OF THE ARTICLES OF INCORPORATION OR BYLAWS NEED TO BE APPROVED BY A MAJORITY OF THE DIRECTORS AND THE VOTING MEMBER DELEGATES. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE RETURN IS REVIEWED INITIALLY BY THE CFO AND CEO. THE FINANCE & AUDIT COMMITTEE THEN REVIEWS, PROVIDES A COPY TO THE BOARD OF DIRECTORS, AND MAKES A RECOMMENDATION TO THE BOARD OF DIRECTORS TO APPROVE THE RETURN. | |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH OFFICER, DIRECTOR, AND KEY EMPLOYEE IS REQUIRED TO FILL OUT A CONFLICT OF INTEREST FORM ANNUALLY. THE FORM IS REVIEWED INITIALLY BY THE PRESIDENT OF THE BOARD OF DIRECTORS AND THE CEO FOR POTENTIAL CONFLICTS. IF A CONFLICT EXISTS, IT IS REVIEWED BY THE BOARD OF DIRECTORS. ANY PERSON WITH A CONFLICT IS RESTRICTED FROM VOTING ON RELATED MATTERS. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD DETERMINES THE COMPENSATION OF THE CEO BASED ON COMPARABILITY DATA. THE CEO IS REVIEWED ANNUALLY BY THE EXECUTIVE BOARD WHICH THEN REPORTS BACK TO THE FULL BOARD OF DIRECTORS. THE DECISION IS NOTED IN THE BOARD MINUTES. THE CEO DETERMINES THE COMPENSATION OF THE CFO BASED ON COMPARABILITY DATA AND PRESENTS THIS INFORMATION TO THE EXECUTIVE TEAM OF THE BOARD OF DIRECTORS. THIS PROCESS TAKES PLACE ON AN ANNUAL BASIS. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, 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 274,492. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KNUTE NELSON SENIOR LIVING CAMPUS LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 12TH AVENUE EAST | AddressLine1 |
| City | ALEXANDRIA | City |
| State | MN | State |
| ZIP Code | 56308 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 272940787 | EIN |
| Primary Activities | SENIOR HOUSING | PrimaryActivities |
| Legal Domicile State | MN | LegalDomicileState |
| Total Income | 4774392 | TotalIncome |
| EOY Assets | 27574488 | EOYAssets |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KNUTE NELSON | BusinessNameLine1 |
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KNUTE NELSON FOUNDATION | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 12TH AVENUE EAST | AddressLine1 |
| City | ALEXANDRIA | City |
| State | MN | State |
| ZIP Code | 56308 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 411451486 | EIN |
| Primary Activities | FUNDRAISING | PrimaryActivities |
| Legal Domicile State | MN | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | LINE 11A, I | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KNUTE NELSON | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Org | 1 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 1 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KNUTE NELSON FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionType |
| Amount Involved | 103500 | AmountInvolved |
| Method Of Amt Determination | ACTUAL AMOUNT | MethodOfAmtDetermination |
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