2013-08-13T10:34:50-05:00 2012-09-30 410746749 CLIFTONLARSONALLEN LLP 220 SOUTH SIXTH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2011-10-01 411459252 GUARDIAN ANGELS OF ELK RIVER INC GUAR 7632414445 508 FREEPORT AVENUE NW NO A ELK RIVER MN 55330 JAMES C BARTZ 7632414445 2013-08-08 1 GORDON VETSCH CPA P00047306 6123764500 2011 2016-02-25 16:41:14Z X DANIEL C DIXON 508 FREEPORT AVENUE NW NO A ELK RIVER MN 55330 1130327 0 X WWW.GUARDIANANGELSMN.ORG X 1984 MN PROMOTION AND ADMINISTRATION OF EVANS PARK, INC.; ANGEL RIDGE, INC.; GUARDIAN ANGELS HOMES, INC.; PINE CONE MANOR, INC.; AND GUARDIAN ANGELS HEALTH SERVICES, INC.; - ORGANIZATIONS THAT PROVIDE HOUSING AND NURSING SERVICES TO THE ELDERLY AND HANDICAPPED AND ARE EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. 15 15 110 50 39420 -17707 71706 146043 729796 753910 14615 50197 110741 154375 926858 1104525 0 0 0 0 683480 731743 0 0 31026 389686 470409 1073166 1202152 -146308 -97627 4022700 4749011 133541 167796 3889159 4581215 X PROMOTION AND ADMINISTRATION OF EVANS PARK, INC.; ANGEL RIDGE, INC.; GUARDIAN ANGELS HOMES, INC.; PINE CONE MANOR, INC.; AND GUARDIAN ANGELS HEALTH SERVICES, INC. - ORGANIZATIONS THAT PROVIDE HOUSING AND NURSING SERVICES TO THE ELDERLY AND HANDICAPPED AND ARE EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. 1 0 995062 714490 PROMOTION AND ADMINISTRATION OF EVANS PARK, INC.; ANGEL RIDGE, INC.; GUARDIAN ANGELS HOMES, INC.; PINE CONE MANOR, INC.; AND GUARDIAN ANGELS HEALTH SERVICES, INC. - ORGANIZATIONS THAT PROVIDE HOUSING AND NURSING SERVICES TO THE ELDERLY AND HANDICAPPED AND ARE EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. 995062 1 1 0 0 0 0 0 0 0 1 1 1 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 5 0 110 1 1 1 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MN X JAMES C BARTZ 7632414445 508 FREEPORT AVENUE NW SUITE A ELK RIVER MN 55330 LINDA M KRIEGER 1.00 X 0 0 0 JOAN M NICHOLS 1.00 X 0 0 0 MARION C MARSHALL 1.00 X 0 0 0 JOHN W HINES 1.00 X 0 0 0 JAMES BERG 1.00 X 0 0 0 JAMES E NORD 1.00 X 0 0 0 KATE HANSEN 1.00 X 0 0 0 CYNTHIA L DOLS 1.00 X 0 0 0 SALLY A LUBRANT 1.00 X 0 0 0 GAIL WEBER 1.00 X 0 0 0 KEITH HOLME 1.00 X 0 0 0 DENNIS WOLD 1.00 X 0 0 0 RONALD F STRICKER 1.00 X 0 0 0 MARILYN BINA 1.00 X 0 0 0 WALTER KAMINSKY 1.00 X 0 0 0 STEPHANIE KLINZING 1.00 X 0 0 0 JAMES C BARTZ 40.00 X 110658 0 19970 DANIEL C DIXON 40.00 X 164652 0 24481 275310 0 44451 2 0 1 0 0 58400 87643 146043 MANAGEMENT FEES 541610 966638 927218 39420 NET INCOME-GA ELIM HOM 900003 -212728 -212728 753910 49497 49497 700 0 700 700 700 16423 58400 25802 -9379 -9379 MISCELLANEOUS INCOME 900099 163754 163754 163754 1104525 714490 39420 204572 319761 319761 289104 289104 28327 28327 53652 53652 40899 40899 18187 18187 5888 984 4904 37036 37036 59059 14 59045 75347 75347 12430 10109 2321 20781 20781 65600 65600 86876 86876 5157 5157 MISCELLANEOUS EXPENSE 54928 1614 22288 31026 LOSS ON EARLY DISTING O 22775 22775 DUES & SUBSCRIPTIONS 4418 4418 CHARITABLE DONATIONS 1589 1589 338 338 1202152 995062 176064 31026 193530 279594 1409504 1116931 8037 6819 5162 2445989 487234 1503227 1958755 500333 286126 408069 1095624 4022700 4749011 132611 165233 930 2563 133541 167796 X 3714539 4581215 174620 0 3889159 4581215 4022700 4749011 X -97627 789683 X X 0 1 1 X 0 X X X 0 0 0 GUARDIAN ANGELS HEALTH SERVICES INC 410858938 9 0 1 1 0 GUARDIAN ANGELS HOMES INC 411358761 9 0 1 1 0 ANGEL RIDGE INC 411726974 9 0 1 1 0 EVANS PARK INC 411542976 9 0 1 1 0 PINE CONE MANOR INC 411871435 9 0 1 1 0 5 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 258918 48348 44347 351613 257949 488 481 258918 219483 15053 24413 1000 257949 228625 4609 -11751 2000 219483 1.00000 0 0 740536 661739 1402275 322623 22971 299652 671067 440427 230640 50024 23836 26188 1958755 SECURITIES AND OTHER INVESTMENTS 42700 C INVESTMENT IN GUARDIAN ANGELS - ELI 243426 C 286126 DUE FROM RELATED PARTIES 1066979 ACCRUED INTEREST RECEIVABLE 30178 OTHER ASSETS -1533 1095624 DUE TO RELATED PARTIES 2563 2563 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: ALL ENDOWMENTS ARE USED FOR PROVIDING INNOVATIVE HEALTH, HOUSING AND SUPPORT SERVICES FOR SENIORS AND THEIR FAMILIES THROUGH ACTIVE COMMUNITIES, INDIVIDUALIZED SERVICES AND STAFF EDUCATIONAL SCHOLARSHIPS. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: ALL OF THE ENTITIES INCLUDED IN THESE CONSOLIDATED FINANCIAL STATEMENTS HAVE BEEN GRANTED EXEMPT STATUS RELATIVE TO IRS CODE SECTION 501(C)(3) AND APPLICABLE MINNESOTA TAX CODES. THE ORGANIZATION HAS ADOPTED THE STANDARD RELATED TO INCOME TAXES REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. THE IMPLEMENTATION OF THE ACCOUNTING STANDARD REGARDING UNCERTAIN TAX POSITIONS HAD NO IMPACT ON THE CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATIONS' TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE, AND LOCAL AUTHORITIES. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS OR ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR EXCISE OR OTHER TAXES. THE TAX FILINGS FOR THE FISCAL YEARS 2009 TO 2011 ARE OPEN TO EXAMINATION BY FEDERAL, LOCAL, AND STATE AUTHORITIES. DINNER DANCE 74823 58400 16423 961 160 450 11565 7143 PRESIDENTS DINNER 5523 74823 58400 16423 961 160 450 11565 12666 25802 -9379 X X X 0 0 0 0 0 0 0 0 0 DANIEL C DIXON 152488 0 7582 0 4582 0 8823 0 15658 0 189133 0 0 0 NEW PROGRAM SERVICES FORM 990, PART III, LINE 2 A WELLNESS CENTER WAS OPENED WITH MEMBERSHIPS BEGINNING 10/1/2012 BUT EXPENSE ASSOCIATED WITH THE OPENING POSTED IN FISCAL YEAR ENDING 9/30/2012. FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERSHIP OF THE CORPORATION SHALL CONSIST OF THE CONSENT MEMBERS IN GOOD STANDING OF THE PARISH OF THE CHURCH OF THE HOLY TRINITY. FORM 990, PART VI, SECTION A, LINE 7A ALL DIRECTORS ARE ELECTED BY THE MEMBERS AT THE ANNUAL MEETING OR AT A SPECIAL MEETING CALLED FOR THAT PURPOSE. FORM 990, PART VI, SECTION B, LINE 11 PRIOR TO BEING FILED WITH THE IRS, A COPY OF THE FORM 990 AND RELATED SCHEDULES ARE REVIEWED BY THE VICE PRESIDENT OF FINANCE & OPERATIONS AND THE PRESIDENT/CEO, INCLUDING A CONFIRMATION OF THE ACCURACY OF EVERY ANSWER AND OVERSIGHT OF APPROPRIATE CHANGES. UPON COMPLETION OF THE VICE PRESIDENT OF FINANCE & OPERATION'S AND PRESIDENT/CEO'S REVIEW, THE FORMS ARE REVIEWED AND APPROVED AT A BOARD MEETING PRIOR TO SUBMITTAL TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C EACH BOARD MEMBER AND DIRECTOR FILL OUT A CONFLICT OF INTEREST FORM. IF A CONFLICT EXISTS IT IS ADDRESSED BY THE BOARD AND MANANGEMENT ON A CASE BY CASE BASIS. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS USED TO SET CEO/PRESIDENT'S COMPENSATION IS PERFORMED BY THE BOARD OF DIRECTORS' EXECUTIVE COMMITTEE DURING A CLOSED MEETING. THE PROCESS USED TO SET TOP MANAGEMENT'S ANNUAL SALARY IS BASED ON A COMBINATION OF COMPARISON TO COMPARABLE ORGANIZATIONS THROUGH THE USE OF OUR TRADE ORGANIZATIOINS ANNUAL COMPENSATION SURVEY. THIS PROCESS IS NORMALLY DONE PRIOR TO THE FISCAL YEAR START OCTOBER 1ST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 39,675. EQUITY TRANSFER FROM GUARDIAN ANGELS HEALTH SERVICES 750,000. ROUNDING ADJUSTMENT 8. TOTAL TO FORM 990, PART XI, LINE 5: 789,683. FORM 990, PART XII, LINE 2C THE ORGANIZATION'S BOARD OF DIRECTORS ASSUMES THE RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. GUARDIAN ANGELS HEALTH SERVICES INC 508 FREEPORT AVENUE NW SUITE A ELK RIVER MN 55330 410858938 NURSING HOME, HOUSING AND ADULT DAY CARE MN 501(C)(3) 9 GUARDIAN ANGELS OF ELK RIVER 0 EVANS PARK INC 508 FREEPORT AVENUE NW SUITE A ELK RIVER MN 55330 411542976 HOUSING FOR THE ELDERING MN 501(C)(3) 9 GUARDIAN ANGELS OF ELK RIVER 0 ANGEL RIDGE INC 508 FREEPORT AVENUE NW SUITE A ELK RIVER MN 55330 411726974 HOUSING FOR THE ELDERING MN 501(C)(3) 9 GUARDIAN ANGELS OF ELK RIVER 0 PINE CONE MANOR INC 508 FREEPORT AVENUE NW SUITE A ELK RIVER MN 55330 411871435 HOUSING FOR THE ELDERING MN 501(C)(3) 9 GUARDIAN ANGELS OF ELK RIVER 0 GUARDIAN ANGELS HOMES INC 508 FREEPORT AVENUE NW SUITE A ELK RIVER MN 55330 411358761 HOUSING FOR THE ELDERING MN 501(C)(3) 9 GUARDIAN ANGELS OF ELK RIVER 0 0 0 1 1 0 0 0 0 0 0 1 1 1 1 1 1 1 1 ANGEL RIDGE N 64806 ACTUAL AMOUNT EVANS PARK INC N 1518391 ACTUAL AMOUNT EVANS PARK INC K 209640 ACTUAL AMOUNT EVANS PARK INC P 114799 ACTUAL AMOUNT GUARDIAN ANGELS HEALTH SERVICES INC K 552221 ACTUAL AMOUNT GUARDIAN ANGELS HEALTH SERVICES INC P 217239 ACTUAL AMOUNT GUARDIAN ANGELS HEALTH SERVICES INC O 203133 ACTUAL AMOUNT GUARDIAN ANGELS HEALTH SERVICES INC N 154308 ACTUAL AMOUNT GUARDIAN ANGELS HOMES INC N 129613 ACTUAL AMOUNT GUARDIAN ANGELS HOMES INC K 63991 ACTUAL AMOUNT GUARDIAN ANGELS HEALTH SERVICES INC C 850000 ACTUAL AMOUNT