2013-02-05T09:35:20-06:00 2012-09-30 410746749 CLIFTONLARSONALLEN LLP PO BOX 217 AUSTIN MN 55912 990 2011-10-01 410847708 ST JOHN'S LUTHERAN HOME STJO 5073738226 901 LUTHER PLACE ALBERT LEA MN 56007 SCOT SPATES 5073738226 2013-01-04 1 TRENT FAST P00692704 5074347000 2011 2016-02-25 16:41:14Z SCOT SPATES 901 LUTHER PLACE ALBERT LEA MN 56007 11867844 0 9386 X WWW.STJOHNSOFALBERTLEA.ORG X 1957 MN ST. JOHN'S LUTHERAN HOME WAS ORGANIZED FOR THE PURPOSE OF BUILDING, ERECTING, ESTABLISHING, MAINTAINING, EQUIPPING, MANAGING, OPERATING, AND ENDOWING A CHRISTIAN HOME MINISTERING TO THE PHYSICAL, SPIRITUAL, EMOTIONAL, AND SOCIAL NEEDS OF AGING MEN AND WOMEN. 10 10 350 110 21611 -3280 356782 338960 11888860 11435201 88830 46766 46357 46917 12380829 11867844 0 0 0 0 7821574 7653842 0 0 0 4359076 4200005 12180650 11853847 200179 13997 11891044 11471659 5992767 5559385 5898277 5912274 TO PROVIDE PHYSICAL, EMOTIONAL, SOCIAL AND CHRISTIAN CARE FOR ALL PEOPLE, WITH DIGNITY AND RESPECT, IN AN ENVIRONMENT OF GOD'S GRACE. 0 0 10828008 11413590 ST. JOHN'S LUTHERAN HOME WAS ORGANIZED FOR THE PURPOSE OF BUILDING, ERECTING, ESTABLISHING, MAINTAINING, EQUIPPING, MANAGING, OPERATING AND ENDOWING A CHRISTIAN HOME MINISTERING TO THE PHYSICAL, SPIRITUAL, EMOTIONAL AND SOCIAL NEEDS OF AGING MEN AND WOMEN. PROVISION OF NURSING CARE AND HOUSING TO THE ELDERLY AND HANDICAPPED BY OPERATING A 170-BED LICENSED NURSING FACILITY AND A 48-UNIT APARTMENT COMPLEX. 10828008 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 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 0 0 1 0 0 0 0 1 17 0 350 1 1 1 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 MN X DUANE MALLON 5074731015 901 LUTHER PL ALBERT LEA MN 56007 ORVILLE SIMONSON 1.00 X 0 0 0 REV WENDY ANDERSON 1.00 X 0 0 0 HERB ANDERSEN 1.00 X 0 0 0 DAVE OLSON 1.00 X 0 0 0 SONJA JOHNSON 1.00 X 0 0 0 THERESA JACKSON 1.00 X 0 0 0 CINDY LAMPING 1.00 X 0 0 0 LOIS STOTTS 1.00 X 0 0 0 DARRYL MEYER 1.00 X 0 0 0 LANCE SKOV 1.00 X 0 0 0 SCOT SPATES 40.00 X 104237 0 21692 DUANE MALLON 38.00 X 70395 0 14093 174632 0 35785 1 0 0 0 REHAB CARE PO BOX 503534 ST LOUIS MO 631503534 THERAPY SERVICES 434615 1 326285 12675 338960 RESIDENT REVENUE 623000 9588873 9588873 MEDICARE/MEDICAID PAYM 623000 1819407 1819407 MANAGEMENT INCOME 561700 21611 21611 MISCELLANEOUS REVENUE 623000 4855 4855 PHONE RENTAL 623000 455 455 11435201 46766 46766 BEAUTY SHOP 623000 32531 32531 MISCELLANEOUS INCOME 900099 7989 7989 NON-RESIDENT MEALS 623000 5300 5300 1097 1097 46917 11867844 11413590 21611 93683 210417 210417 6018084 5803469 214615 168550 158287 10263 803029 755136 47893 453762 426395 27367 8304 8304 63816 63816 188670 162337 26333 32062 32062 640817 564714 76103 329262 322785 6477 5225 3621 1604 32933 24712 8221 190012 190012 765481 765481 100214 100214 TAXES & LICENSES 534530 534530 FOOD COSTS 534219 534219 THERAPY EXPENSE 365949 365949 PHARMACY 109066 109066 299445 107295 192150 11853847 10828008 1025839 0 559886 488326 4035617 3942893 1120586 1264556 199075 74558 18481061 12885536 5868260 5595525 100644 100533 6976 5268 11891044 11471659 1015292 935365 4470000 4115000 507475 509020 5992767 5559385 X 5898277 5912274 5898277 5912274 11891044 11471659 13997 0 X X 0 1 1 X 0 X 397810 351259 359580 356782 338960 1804391 11408909 11807257 11929680 11888860 11435201 58469907 11806719 12158516 12289260 12245642 11774161 60274298 366283 335560 346727 342070 326285 1716925 0 366283 335560 346727 342070 326285 1716925 58557373 188174 138653 94075 88830 46766 556498 188174 138653 94075 88830 46766 556498 46357 46917 93274 11994893 12297169 12383335 12380829 11867844 60924070 0.96120 0.95920 0.00910 0.01160 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 424462 424462 11574548 8246743 3327805 5780279 4123372 1656907 701772 515421 186351 5595525 LEASE DEPOSITS 43332 PATIENT TRUST FUNDS 14260 ASSET RETIREMENT OBLIGATION 451428 509020 11867844 11853847 13997 13997 11867844 0 11867844 0 11867844 11853847 0 11853847 0 11853847 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE ORGANIZATION HAS BEEN GRANTED EXEMPT STATUS RELATIVE TO FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)3 OF THE INTERNAL REVENUE CODE. THE ORGANIZATION FOLLOWS THE INCOME TAX STANDARD FOR UNCERTAIN TAX POSITIONS. NO LIABILITY HAS BEEN RECOGNIZED BY THE ORGANIZATION AS A RESULT OF THIS STANDARD. THE ORGNIAZATION FILES AS A TAX-EXEMPT ORGANIZATION. SHOULD THAT STATUS BE CHALLENGED IN THE FUTURE, ALL YEARS SINCE INCEPTION COULD BE SUBJECT TO REVIEW BY THE IRS. THE 2009, 2010, AND 2011 TAX YEARS OF THE ORGANIZATION ARE OPEN FOR EXAMINATION BY THE IRS. CITY OF ALBERT LEA MINNESOTA 416004922 012797BL9 2006-02-22 645000 IMPROVE THE FACILITIES 0 0 0 CITY OF ALBERT LEA MINNESOTA 416004922 012797BK1 2006-02-22 5315000 REFINANCING 0 0 0 645000 45000 600000 2007 0 0 1 1 1845000 5315000 282755 156189 4876056 1 0 1 1 0 0 0 0 0.00000 0.00000 0.00000 1 0 0 0 0 0.00000 0.00000 0.00000 1 1 1 0 0 0 0 1 1 0 0 0 0 X FORM 990, PART VI, SECTION B, LINE 11 PRIOR TO BEING FILED WITH THE IRS, THE BOARD CHAIRMAN AND CEO REVIEW IN DETAIL A COPY OF THE FORM 990, INCLUDING A CONFIRMATION OF THE ACCURACY OF EVERY ANSWER AND OVERSIGHT OF APPROPRIATE CHANGES. FORM 990, PART VI, SECTION B, LINE 12C A CORPORATE COMPLIANCE PROGRAM IS REVIEWED WITH ALL NEW HIRES AND WITH NEW BOARD MEMBERS. BOARD MEMBERS AND KEY EMPLOYEES ANNUALLY COMPLETE A SURVEY RELATED TO BUSINESS RELATIONSHIPS AND FAMILY MEMBERS THAT COULD OR DO CREATE A CONFLICT OF INTEREST. THESE ARE SUMMARIZED AND FILED ALONG WITH BOARD MEETING MINUTES. CONFLICTS OF INTEREST ARE DETERMINED BY A REVIEW OF THE POTENTIAL CONFLICTS BY THE ADMINISTRATOR AND BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS USED TO SET THE ADMINISTRATOR'S ANNUAL SALARY IS BASED ON A COMPARISON TO COMPARABLE ORGANIZATIONS. THE BOARD OF DIRECTORS REVIEWS THE MINNESOTA SENIOR HOUSING TRADE ASSOCIATION'S ANNUAL WAGE SURVEY. THIS SURVEY INCLUDES INFORMATION RELATED TO THE SIZE OF THE ORGANIZATION AND THE NOT-FOR-PROFIT STATUS OF THE ORGANIZATION. IN ADDITION TO THIS, THE 990'S FROM COMPARABLE SENIOR HOUSING CAMPUSES ARE REVIEWED BY THE BOARD OF DIRECTORS AND USED TO ESTABLISH THE ADMINISTRATOR'S WAGE. THIS PROCESS WAS NOT REVIEWED IN 2011. THERE WAS NOT AN INCREASE IN THE ADMINISTRATOR'S WAGE IN 2011 DUE TO A CAMPUS WIDE WAGE FREEZE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES IT GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C THE ORGANIZATION'S BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND THE SELECTION OF ITS INDEPENDENT ACCOUNTANT. ST JOHNS FOUNDATION C/O ST JOHNS HOME HWY 13 ALBERT LEA MN 56007 416054307 TO PROVIDE SUPPORT TO ST. JOHN'S LUTHERAN HOME MN 501(C)(3) 11A N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0