LYNGBLOMSTEN APARTMENTS INC: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
LYNGBLOMSTEN APARTMENTS INC (EIN 41-1327121)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-08-08
IRS object ID
201332209349300913
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2013-08-08T11:59:02-05:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN410746749EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1CLIFTONLARSONALLEN LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1220 SOUTH SIXTH STREET SUITE 300AddressLine1
CityMINNEAPOLISCity
StateMNState
ZIP Code55402ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN411327121EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1LYNGBLOMSTEN APARTMENTS INCBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlLYNGNameControl
Phone6516462941Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line11415 ALMOND AVEAddressLine1
CityST PAULCity
StateMNState
ZIP Code55108ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameBRADLEY J JACOBSONName
TitleCFOTitle
Phone6516462941Phone
Date Signed2013-07-26DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameCORY RUTLEDGEName
PTINP01329381PTIN
Phone6123764500Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonPAUL MIKELSONNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line11415 ALMOND AVEAddressLine1
CityST PAULCity
StateMNState
ZIP Code55108ZIPCode
FieldValueIRS element (for citing)
Gross Receipts1177487GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Group Exemption Number9386GroupExemptionNumber
Organization501c3XOrganization501c3
Web SiteWWW.LYNGBLOMSTEN.ORGWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1977YearFormation
State Legal DomicileMNStateLegalDomicile
Activity Or Mission DescriptionTO PROVIDE A MINISTRY OF COMPASSIONATE CARE AND INNOVATIVE SERVICES TO OLDER ADULTS.ActivityOrMissionDescription
Nbr Voting Members Governing Body5NbrVotingMembersGoverningBody
Nbr Independent Voting Members4NbrIndependentVotingMembers
Total Nbr Employees0TotalNbrEmployees
Total Nbr Volunteers119TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year3130ContributionsGrantsPriorYear
Contributions Grants Current Year0ContributionsGrantsCurrentYear
Program Service Revenue Prior Year1155604ProgramServiceRevenuePriorYear
Program Service Revenue CY1165956ProgramServiceRevenueCY
Investment Income Prior Year3135InvestmentIncomePriorYear
Investment Income Current Year949InvestmentIncomeCurrentYear
Other Revenue Prior Year4694OtherRevenuePriorYear
Other Revenue Current Year10582OtherRevenueCurrentYear
Total Revenue Prior Year1166563TotalRevenuePriorYear
Total Revenue Current Year1177487TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year0GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY0GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year343032SalariesEtcPriorYear
Salaries Etc Current Year365989SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year649300OtherExpensePriorYear
Other Expenses Current Year784655OtherExpensesCurrentYear
Total Expenses Prior Year992332TotalExpensesPriorYear
Total Expenses Current Year1150644TotalExpensesCurrentYear
Revenues Less Expenses Prior Year174231RevenuesLessExpensesPriorYear
Revenues Less Expenses CY26843RevenuesLessExpensesCY
Total Assets BOY1716559TotalAssetsBOY
Total Assets EOY1689719TotalAssetsEOY
Total Liabilities BOY1751713TotalLiabilitiesBOY
Total Liabilities EOY1698030TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY-35154NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY-8311NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionINFLUENCED BY CHRIST, LYNGBLOMSTEN PROVIDES A MINISTRY OF COMPASSIONATE CARE AND INNOVATIVE SERVICES TO OLDER ADULTS IN ORDER TO PRESERVE AND ENHANCE THEIR QUALITY OF LIFE.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense861744Expense
Grants0Grants
Revenue1165956Revenue
DescriptionIN 2012, LYNGBLOMSTEN APARTMENTS SERVED 125 LOW-INCOME OLDER ADULTS. CONTRIBUTING TO THEIR OVERALL HEALTH AND WELLNESS, TENANTS ENJOY NOON MEALS AND SOCIALIZING TOGETHER IN THE DINING ROOM, MOVIES, DEVOTIONS AND BIBLE STUDIES, HEALTH CHECKS, AND SPECIAL EVENTS. HOME HEALTH SERVICES ARE AVAILABLE AROUND THE CLOCK. A SERVICE COORDINATOR ASSISTS TENANTS WITH FINDING APPROPRIATE SERVICES/ RESOURCES, COMPLETING PAPERWORK, ETC.-BRINGING PEACE OF MIND TO THE TENANTS AND THEIR FAMILIES. ASSISTED LIVING SERVICES ARE AVAILABLE THROUGH LYNGBLOMSTEN HOME HEALTH. THE LYNGBLOMSTEN APARTMENTS COMPLETED THE MODERNIZATION OF THE ELEVATORS AND BEGAN WORK ON REFINANCING THE BUILDING. SAVINGS REALIZED FROM THE REFINANCING WILL GO TOWARD RENOVATIONS OF THE TENANTS' UNITS.AS TENANTS HAVE BEEN AGING IN PLACE AND ARE LESS MOBILE, WE CONTINUE TO EXPLORE WAYS TO MEET THEIR INCREASED NEEDS FOR ACTIVITIES AND SUPPORT. LYNGBLOMSTEN APARTMENTS, INC. IS AFFILIATED WITH LYNGBLOMSTEN AND THE EVANGELICAL LUTHERAN CHURCH IN AMERICA.THE LYNGBLOMSTEN APARTMENTS, THE HERITAGE, AND HOME-AND COMMUNITY-BASED SERVICES SHARE A PART-TIME TRANSPORTATION COORDINATOR TO IMPROVE CONTINUITY OF TRANSPORTATION SERVICES FOR THE APARTMENTS AND COMMUNITY CENTER. THE BUS SERVICE RELIES ON TRAINED VOLUNTEERS TO DO MOST OF THE DRIVING.Description
Total Program Service Expense861744TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required0ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling1CreditCounseling
Term Or Permanent Endowments0TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities0ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets1ReportOtherAssets
Report Other Liabilities1ReportOtherLiabilities
Report Fin48 Footnote1ReportFin48Footnote
Independent Audit Financial Stmt1IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt1ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations0GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With10965NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Number Of Employees0NumberOfEmployees
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members5NbrVotingGoverningBodyMembers
Number Independent Voting Members4NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders1MembersOrStockholders
Election Of Board Members1ElectionOfBoardMembers
Decisions Subject To Approval1DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other0CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledMNStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1BRADLEY J JACOBSONBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number6516325310TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line11415 ALMOND AVENUEAddressLine1
CityST PAULCity
StateMNState
ZIP Code55108ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (9 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekAverage Hours Per Week RelatedAverageHoursPerWeekRelatedIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensation
CAROL PLETCHER
CHAIR1.004.00XX000
CHARLES NORTON
VICE CHAIR1.004.00XX000
WILLIAM STACEY
TREASURER1.003.00XX000
WESLEY JOHNSON
SECRETARY1.003.00XX000
PAUL MIKELSON
CEO2.9037.10XX1300416886017292
HOWARD OSTREM
TREASURER (FORMER)1.003.00XX000
LARRY GRAY
SECRETARY (FORMER)1.003.00XX000
BRADLEY J JACOBSON
CFO1.0039.00X010585814338
JILL HULT
HOUSING MANAGER40.000.00X52959017140
FieldValueIRS element (for citing)
Total Reportable Comp From Org65963TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs274718TotalReportableCompFrmRltdOrgs
Total Other Compensation48770TotalOtherCompensation
Number Individuals GT100 K0NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K

Program Service Revenue ProgramServiceRevenue (3 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
TENANT ASSIST PAYMENT623000603789603789
APARTMENT INCOME623000420876420876
ELDERLY/CONGREGATE623000141291141291
FieldValueIRS element (for citing)
Total Program Service Revenue1165956TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column949TotalRevenueColumn
Exclusion$949ExclusionAmount

Other Revenue Misc OtherRevenueMisc (2 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnExclusionExclusionAmount
HUD REFUND OF DEBT9000995824$5,824
LAUNDRY & VENDING9000994758$4,758
FieldValueIRS element (for citing)
Total Other Revenue10582TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column1177487TotalRevenueColumn
Related Or Exempt Function Income1165956RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$11,531ExclusionAmount
FieldValueIRS element (for citing)
Info In Schedule O Part IXXInfoInScheduleOPartIX

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total84340Total
Management And General84340ManagementAndGeneral

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total218256Total
Program Services102743ProgramServices
Management And General115513ManagementAndGeneral

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total5106Total
Program Services2836ProgramServices
Management And General2270ManagementAndGeneral

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total39515Total
Program Services19937ProgramServices
Management And General19578ManagementAndGeneral

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total18772Total
Program Services6786ProgramServices
Management And General11986ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total18380Total
Management And General18380ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total210268Total
Program Services210268ProgramServices

Advertising Advertising

FieldValueIRS element (for citing)
Total5071Total
Management And General5071ManagementAndGeneral

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total53171Total
Program Services21409ProgramServices
Management And General31762ManagementAndGeneral

Occupancy Occupancy

FieldValueIRS element (for citing)
Total209007Total
Program Services209007ProgramServices

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total234282Total
Program Services234282ProgramServices

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionELDERLY & CONGREGATE SEDescription
Total54476Total
Program Services54476ProgramServices

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total1150644Total
Program Services861744ProgramServices
Management And General288900ManagementAndGeneral
Fundraising0Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY77726BOY
EOY88019EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY4870BOY
EOY5231EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY9637BOY
EOY3634EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis5025737LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec3774949LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY941900BOY
EOY1250788EOY

Intangible Assets IntangibleAssets

FieldValueIRS element (for citing)
BOY0BOY
EOY31648EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY682426BOY
EOY310399EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY1716559BOY
EOY1689719EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY141846BOY
EOY62653EOY

Escrow Account Liability EscrowAccountLiability

FieldValueIRS element (for citing)
BOY45323BOY
EOY47215EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

FieldValueIRS element (for citing)
BOY1515331BOY
EOY1381115EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY49213BOY
EOY207047EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY1751713BOY
EOY1698030EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY-35154BOY
EOY-8311EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY-35154BOY
EOY-8311EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY1716559BOY
EOY1689719EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses26843ReconcilationRevenueExpenses
Reconcilation Other Changes0ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited

FS Audited Basis FSAuditedBasis

FieldValueIRS element (for citing)
Financial Statement BothXFinancialStatementBoth
FieldValueIRS element (for citing)
Audit Committee1AuditCommittee
Federal Grant Audit Required1FederalGrantAuditRequired
Federal Grant Audit Performed1FederalGrantAuditPerformed

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2XPubliclySupportedOrg509a2

Gifts Grants Contrib Received509 GiftsGrantsContribReceived509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years8205CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years9629CurrentTaxYearMinus3Years
Current Tax Year Minus1 Year3130CurrentTaxYearMinus1Year
Total20964Total

Gross Receipts From Admissions GrossReceiptsFromAdmissions

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years1116138CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years1127559CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years1152763CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year1155604CurrentTaxYearMinus1Year
Current Tax Year1165956CurrentTaxYear
Total5718020Total

Total509 Total509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years1124343CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years1137188CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years1152763CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year1158734CurrentTaxYearMinus1Year
Current Tax Year1165956CurrentTaxYear
Total5738984Total

Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons

FieldValueIRS element (for citing)
Total0Total

Amts From Subst Contributors AmtsFromSubstContributors

FieldValueIRS element (for citing)
Total0Total

Support From DQ Ps Etc SupportFromDQPsEtc

FieldValueIRS element (for citing)
Total0Total
FieldValueIRS element (for citing)
Public Support Total5095738984PublicSupportTotal509

Gross Investment Income509 GrossInvestmentIncome509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years9009CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years5083CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years3741CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year2685CurrentTaxYearMinus1Year
Current Tax Year949CurrentTaxYear
Total21467Total

Investment Income And UBTI InvestmentIncomeAndUBTI

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years9009CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years5083CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years3741CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year2685CurrentTaxYearMinus1Year
Current Tax Year949CurrentTaxYear
Total21467Total

Other Income509 OtherIncome509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years4900CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years4395CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years4588CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year4694CurrentTaxYearMinus1Year
Current Tax Year10582CurrentTaxYear
Total29159Total

Total Support Total TotalSupportTotal

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years1138252CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years1146666CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years1161092CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year1166113CurrentTaxYearMinus1Year
Current Tax Year1177487CurrentTaxYear
Total5789610Total
FieldValueIRS element (for citing)
Public Support Percentage5090.99130PublicSupportPercentage509
Prior Year Support Percentage0.98980PriorYearSupportPercentage
Investment Income Percentage0.00370InvestmentIncomePercentage
Prior Yr Invest Income Percentage0.00610PriorYrInvestIncomePercentage
Thirty Three Percnt Tests CY509XThirtyThreePercntTestsCY509
General ExplanationSCHEDULE A, PART II, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS HUD REFUND OF DEBT LAUNDRY VENDINGGeneralExplanation

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Agent Trustee Etc0AgentTrusteeEtc
Included On FS1IncludedOnFS
Explanation In Part XIIIXExplanationInPartXIII

Land Land

FieldValueIRS element (for citing)
Other Cost Or Other Basis130000OtherCostOrOtherBasis
Book Value130000BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis3277080OtherCostOrOtherBasis
Depreciation2328828Depreciation
Book Value948252BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis1607539OtherCostOrOtherBasis
Depreciation1446121Depreciation
Book Value161418BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis11118OtherCostOrOtherBasis
Book Value11118BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings1250788TotalOfBookValueLandBuildings

Other Assets OtherAssets (3 entries)

DescriptionDescriptionBook ValueBookValue
RESERVE FOR REPLACEMENTS168519
TENANT SECURITY DEPOSITS47215
RESIDUAL RECEIPTS RESERVED94665
FieldValueIRS element (for citing)
Total Book Value Other Assets310399TotalBookValueOtherAssets

Other Liabilities OtherLiabilities (3 entries)

DescriptionDescriptionAmountAmount
KEY DEPOSITS$4,075
ASSET RETIRMENT OBLIGATION$129,560
DUE TO RELATED PARTY$73,412
FieldValueIRS element (for citing)
Total Of Amounts207047TotalOfAmounts
Footnote In Part XIIIXFootnoteInPartXIII
Tot Revenue Etc Audited Fincl Stmt1177487TotRevenueEtcAuditedFinclStmt
Revenue Not Rptd F9900RevenueNotRptdF990
Revenue Subtotal1177487RevenueSubtotal
Revenue Not Rptd On Fin Stmt0RevenueNotRptdOnFinStmt
Total Revenue Per Form9901177487TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt1150644TotExpensesEtcAuditedFinclStmt
Expenses Not Rptd F9900ExpensesNotRptdF990
Expenses Subtotal1150644ExpensesSubtotal
Expenses Not Rptd On Fin Stmt0ExpensesNotRptdOnFinStmt
Total Expenses Per Form9901150644TotalExpensesPerForm990

Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)

Return ReferenceReturnReferenceExplanationExplanationIdentifierIdentifier
PART IV, LINE 2B:THE CORPORATION IS THE TRUSTEE OF VARIOUS RESIDENT AND TENANT FUNDS AND HAS A FIDUCIARY RESPONSIBILITY FOR THE ADMINISTRATION OF THESE FUNDS. THESE FUNDS ARE ON DEPOSIT IN SEPARATE BANK ACCOUNTS AND INVESTMENTS.
PART X, LINE 2:THE CORPORATION'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE AND LOCAL AUTHORITIES. THE CORPORATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. THE CORPORATION IS NOT AWARE OF ANY ACTIVITIES THAT WERE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR EXCISE OR OTHER TAXES. THE TAX RETURNS FOR THE YEARS 2009 TO 2012 ARE OPEN TO EXAMINATION BY FEDERAL, LOCAL AND STATE AUTHORITIES.DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePayment
Supplemental Nonqual Retire Plan0SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org0CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs0CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org0CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs0CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments0AnyNonFixedPayments
Initial Contract Exception0InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII

FieldValueIRS element (for citing)
Name PersonPAUL MIKELSONNamePerson
TitleCEOTitle
Base Compensation Filing Org11104BaseCompensationFilingOrg
Comp Based On Related Orgs144193CompBasedOnRelatedOrgs
Bonus Filing Org692BonusFilingOrg
Bonus Related Orgs8979BonusRelatedOrgs
Other Compensation Filing Org1208OtherCompensationFilingOrg
Other Compensation Related Orgs15688OtherCompensationRelatedOrgs
Deferred Comp Filing Org479DeferredCompFilingOrg
Deferred Comp Related Orgs6215DeferredCompRelatedOrgs
Nontaxable Benefits Filing Org758NontaxableBenefitsFilingOrg
Nontaxable Benefits Related Orgs9840NontaxableBenefitsRelatedOrgs
Total Compensation Filing Org14241TotalCompensationFilingOrg
Total Compensation Related Orgs184915TotalCompensationRelatedOrgs
Comp Report Prior990 Filing Org0CompReportPrior990FilingOrg
Comp Report Prior990 Related Orgs0CompReportPrior990RelatedOrgs

Form990 Schedule J Part III Form990ScheduleJPartIII

FieldValueIRS element (for citing)
IdentifierSUPPLEMENTAL INFORMATIONIdentifier
Return ReferencePART IIIReturnReference
ExplanationPART I, LINE 3: LYNGBLOMSTEN CARE CENTER, INC. PAYS THE COMPENSATION FOR THE OFFICERS AND EMPLOYEES OF THE ORGANIZATION. LYNGBLOMSTEN APARTMENTS, INC., THEN REIMBURSES LYNGBLOMSTEN CARE CENTER, INC. FOR ALL SALARIES AND BENEFIT EXPENSES. LYNGBLOMSTEN CARE CENTER, INC. USES THE FOLLOWING WHEN DETERMINING COMPENSATION FOR OFFICERS AND EMPLOYEES: (1) COMPENSATION COMMITTEE, (2) INDEPENDENT COMPENSATION CONSULTANT, (3) COMPENSATION SURVEY OR STUDY, AND (4) APPROVAL BY BOARD OF DIRECTORS OR COMPENSATION COMMITTEE.Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (8 entries)

Return ReferenceReturnReferenceExplanationExplanationIdentifierIdentifier
FORM 990, PART VI, SECTION A, LINE 6THE BOARD OF DIRECTORS OF THE LYNGBLOMSTEN CORPORATION ARE THE MEMBERS OF THE LYNGBLOMSTEN APARTMENTS, INC.
FORM 990, PART VI, SECTION A, LINE 7ATHE CORPORATE CONGREGATIONS SEND DELEGATES TO THE LYNGBLOMSTEN ANNUAL MEETING, WHO AS MEMBERS OF THE LYNGBLOMSTEN CORPORATION ELECT THE LYNGBLOMSTEN CORPORATE BOARD. THE LYNGBLOMSTEN CORPORATION'S BOARD OF DIRECTORS ELECTS THE MEMBERS OF THE LYNGBLOMSTEN SENIOR HOUSING, INC., BOARD OF DIRECTORS. LYNGBLOMSTEN APARTMENTS' BOARD OF DIRECTORS CONSISTS SOLELY OF DULY ELECTED AND QUALIFIED OFFICERS OF THE BOARD OF DIRECTORS OF LYNGBLOMSTEN SENIOR HOUSING, INC. ELECTION AS AN OFFICER OF LYNGBLOMSTEN SENIOR HOUSING, INC., CONSTITUTES ELECTION AS A DIRECTOR OF LYNGBLOMSTEN APARTMENTS FOR THE SAME TERM.
FORM 990, PART VI, SECTION A, LINE 7BCHANGES IN BY LAWS AND ARTICLES OF INCORPORATION MUST BE APPROVED BY THE MEMBERS.
FORM 990, PART VI, SECTION B, LINE 11THE CFO AND CEO REVIEW THE DOCUMENT, WHICH IS EMAILED TO THE FINANCE COMMITTEE OF THE BOARD PRIOR TO THEIR MEETING FOR REVIEW AND COMMENT. THE BOARD RECEIVES THE DOCUMENT PRIOR TO THEIR BOARD MEETING BY EMAIL OR POSTING TO THEIR INTERNAL WEBSITE. PAPER COPIES ARE AVAILABLE AT THE BOARD MEETING FOR FURTHER DISCUSSION AND BOARD APPROVAL.
FORM 990, PART VI, SECTION B, LINE 12CAN UPDATED CONFLICT OF INTEREST POLICY IS SIGNED BY ALL OFFICERS, DIRECTORS, AND KEY EMPLOYEES ANNUALLY. THIS POLICY IS MONITORED BY THE CORPORATE COMPLIANCE OFFICER AND IF ANY CONFLICTS OF INTERESTS EXIST THAT INDIVIDUAL IS EXCLUDED FROM PARTICIPATION AND VOTING ON RELATED TRANSACTIONS.
FORM 990, PART VI, SECTION B, LINE 15ALYNGBLOMSTEN APARTMENTS, INC. RELIES ON THE LYNGBLOMSTEN CORPORATE BOARD'S EXECUTIVE COMMITTEE WHO REVIEWS AND SETS CEO'S COMPENSATION. THE CEO SETS THE ANNUAL EVALUATION PROCESS FOR OTHER OFFICERS AND KEY EMPLOYEES AND THE LYNGBLOMSTEN APARTMENTS, INC. BOARD APPROVES THE ANNUAL BUDGET. THE COMPENSATION REVIEW PROCESS IS CONDUCTED EACH YEAR IN JANUARY AND WAS LAST CONDUCTED IN JANUARY 2011. THE CORPORATE BOARD'S EXECUTIVE COMMITTEE ALSO PERFORMS A COMPENSATION STUDY APROXIMATELY EVERY 5 YEARS, LAST COMPLETED IN 2011.
FORM 990, PART VI, SECTION C, LINE 19ALL DOCUMENTS ARE MADE AVAILABLE UPON REQUEST.
FORM 990, PART IX, LINE 11GPURCHASED SERVICES: PROGRAM SERVICE EXPENSES 75,496. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 75,496. PURHCASED FOOD SERVICES: PROGRAM SERVICE EXPENSES 134,772. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 134,772.OTHER FEES

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII (6 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionPublic Charity StatusPublicCharityStatusBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Controlled OrgControlledOrgDirect Controlling Entity NADirectControllingEntityNA
HERITAGE APARTMENTS INC
1440 MIDWAY PARKWAYST PAULMN55108411913420SENIOR HOUSING AND ASSISTED LIVING SERVICESMN501(C)(3)9LYNGBLOMSTEN LYNGBLOMSTEN SENIOR HOUSING INC0
LYNGBLOMSTEN FOUNDATION
1415 ALMOND AVEST PAULMN55108363371887COMMUNITY FUNDRAISINGMN501(C)(3)7LYNGBLOMSTEN0
LYNGBLOMSTEN SERVICES INC
1415 ALMOND AVEST PAULMN55108411760448SENIOR CENTER, COMMUNITY SERVICES, HOME HEALTHMN501(C)(3)9LYNGBLOMSTEN0
LYNGBLOMSTEN
1415 ALMOND AVEST PAULMN55108410693865MANAGEMENT OVERSIGHT SERVICES TO ALL LYNGBLOMSTEN ORGANIZATIONSMN501(C)(3)90N/A
LYNGBLOMSTEN CARE CENTER INC
1415 ALMOND AVEST PAULMN55108411310487NURSING CARE TO ELDERLYMN501(C)(3)9LYNGBLOMSTEN0
LYNGBLOMSTEN SENIOR HOUSING INC
1415 ALMOND AVEST PAULMN55108411913422MANAGEMENT OVERSIGHT SERVICES TO LYNGBLOMSTEN APTS & HERITAGE APTSMN501(C)(3)9LYNGBLOMSTEN0
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org0GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org0GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Dividends Related Organization0DividendsRelatedOrganization
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs0RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs0PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs0PerformOfServicesByOtherOrgs
Sharing Of Facilities1SharingOfFacilities
Sharing Of Paid Employees1SharingOfPaidEmployees
Reimbursement Paid To Other Org1ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org0OtherTransferFromOtherOrg

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