2013-08-08T11:59:02-05:00 2012-12-31 410746749 CLIFTONLARSONALLEN LLP 220 SOUTH SIXTH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2012-01-01 411327121 LYNGBLOMSTEN APARTMENTS INC LYNG 6516462941 1415 ALMOND AVE ST PAUL MN 55108 BRADLEY J JACOBSON 6516462941 2013-07-26 1 CORY RUTLEDGE P01329381 6123764500 2012 2016-02-24 21:20:13Z PAUL MIKELSON 1415 ALMOND AVE ST PAUL MN 55108 1177487 0 9386 X WWW.LYNGBLOMSTEN.ORG X 1977 MN TO PROVIDE A MINISTRY OF COMPASSIONATE CARE AND INNOVATIVE SERVICES TO OLDER ADULTS. 5 4 0 119 0 0 3130 0 1155604 1165956 3135 949 4694 10582 1166563 1177487 0 0 0 0 343032 365989 0 0 0 649300 784655 992332 1150644 174231 26843 1716559 1689719 1751713 1698030 -35154 -8311 X INFLUENCED 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. 0 0 861744 0 1165956 IN 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. 861744 1 0 0 0 0 0 0 0 1 0 1 0 0 1 1 1 1 1 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 1 0 0 0 1 5 0 0 0 0 0 0 0 0 0 0 0 0 X 5 4 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 MN X BRADLEY J JACOBSON 6516325310 1415 ALMOND AVENUE ST PAUL MN 55108 CAROL PLETCHER 1.00 4.00 X X 0 0 0 CHARLES NORTON 1.00 4.00 X X 0 0 0 WILLIAM STACEY 1.00 3.00 X X 0 0 0 WESLEY JOHNSON 1.00 3.00 X X 0 0 0 PAUL MIKELSON 2.90 37.10 X X 13004 168860 17292 HOWARD OSTREM 1.00 3.00 X X 0 0 0 LARRY GRAY 1.00 3.00 X X 0 0 0 BRADLEY J JACOBSON 1.00 39.00 X 0 105858 14338 JILL HULT 40.00 0.00 X 52959 0 17140 65963 274718 48770 0 0 1 0 0 TENANT ASSIST PAYMENT 623000 603789 603789 APARTMENT INCOME 623000 420876 420876 ELDERLY/CONGREGATE 623000 141291 141291 1165956 949 949 HUD REFUND OF DEBT 900099 5824 5824 LAUNDRY & VENDING 900099 4758 4758 10582 1177487 1165956 0 11531 X 84340 84340 218256 102743 115513 5106 2836 2270 39515 19937 19578 18772 6786 11986 18380 18380 210268 210268 5071 5071 53171 21409 31762 209007 209007 234282 234282 ELDERLY & CONGREGATE SE 54476 54476 1150644 861744 288900 0 77726 88019 4870 5231 9637 3634 5025737 3774949 941900 1250788 0 31648 682426 310399 1716559 1689719 141846 62653 45323 47215 1515331 1381115 49213 207047 1751713 1698030 X -35154 -8311 -35154 -8311 1716559 1689719 26843 0 X 0 1 X 1 1 1 X 8205 9629 3130 20964 1116138 1127559 1152763 1155604 1165956 5718020 1124343 1137188 1152763 1158734 1165956 5738984 0 0 0 5738984 9009 5083 3741 2685 949 21467 9009 5083 3741 2685 949 21467 4900 4395 4588 4694 10582 29159 1138252 1146666 1161092 1166113 1177487 5789610 0.99130 0.98980 0.00370 0.00610 X SCHEDULE A, PART II, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS HUD REFUND OF DEBT LAUNDRY VENDING 0 1 X 130000 130000 3277080 2328828 948252 1607539 1446121 161418 11118 11118 1250788 RESERVE FOR REPLACEMENTS 168519 TENANT SECURITY DEPOSITS 47215 RESIDUAL RECEIPTS RESERVED 94665 310399 KEY DEPOSITS 4075 ASSET RETIRMENT OBLIGATION 129560 DUE TO RELATED PARTY 73412 207047 X 1177487 0 1177487 0 1177487 1150644 0 1150644 0 1150644 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. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: 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. 0 0 0 0 0 0 0 0 0 PAUL MIKELSON 11104 144193 692 8979 1208 15688 479 6215 758 9840 14241 184915 0 0 SUPPLEMENTAL INFORMATION PART III PART 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. FORM 990, PART VI, SECTION A, LINE 6 THE BOARD OF DIRECTORS OF THE LYNGBLOMSTEN CORPORATION ARE THE MEMBERS OF THE LYNGBLOMSTEN APARTMENTS, INC. FORM 990, PART VI, SECTION A, LINE 7A THE 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 7B CHANGES IN BY LAWS AND ARTICLES OF INCORPORATION MUST BE APPROVED BY THE MEMBERS. FORM 990, PART VI, SECTION B, LINE 11 THE 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 12C AN 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 15A LYNGBLOMSTEN 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 19 ALL DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. OTHER FEES FORM 990, PART IX, LINE 11G PURCHASED 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. HERITAGE APARTMENTS INC 1440 MIDWAY PARKWAY ST PAUL MN 55108 411913420 SENIOR HOUSING AND ASSISTED LIVING SERVICES MN 501(C)(3) 9 LYNGBLOMSTEN LYNGBLOMSTEN SENIOR HOUSING INC 0 LYNGBLOMSTEN FOUNDATION 1415 ALMOND AVE ST PAUL MN 55108 363371887 COMMUNITY FUNDRAISING MN 501(C)(3) 7 LYNGBLOMSTEN 0 LYNGBLOMSTEN SERVICES INC 1415 ALMOND AVE ST PAUL MN 55108 411760448 SENIOR CENTER, COMMUNITY SERVICES, HOME HEALTH MN 501(C)(3) 9 LYNGBLOMSTEN 0 LYNGBLOMSTEN 1415 ALMOND AVE ST PAUL MN 55108 410693865 MANAGEMENT OVERSIGHT SERVICES TO ALL LYNGBLOMSTEN ORGANIZATIONS MN 501(C)(3) 9 N/A 0 LYNGBLOMSTEN CARE CENTER INC 1415 ALMOND AVE ST PAUL MN 55108 411310487 NURSING CARE TO ELDERLY MN 501(C)(3) 9 LYNGBLOMSTEN 0 LYNGBLOMSTEN SENIOR HOUSING INC 1415 ALMOND AVE ST PAUL MN 55108 411913422 MANAGEMENT OVERSIGHT SERVICES TO LYNGBLOMSTEN APTS & HERITAGE APTS MN 501(C)(3) 9 LYNGBLOMSTEN 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0