2012-11-08T10:47:12-06:00 2011-12-31 410746749 CLIFTONLARSONALLEN LLP 220 SOUTH SIXTH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2011-01-01 411327121 LYNGBLOMSTEN APARTMENTS INC LYNG 6516462941 1415 ALMOND AVE ST PAUL MN 55108 BRADLEY J JACOBSON 6516462941 2012-10-31 1 CORY RUTLEDGE P01329381 6123764500 2011 2016-02-24 21:20:13Z PAUL MIKELSON 1415 ALMOND AVE ST PAUL MN 55108 1166563 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 60 0 0 0 3130 1152763 1155604 3741 3135 4588 4694 1161092 1166563 0 0 0 0 309284 343032 0 0 0 668848 649300 978132 992332 182960 174231 1576722 1716559 1786107 1751713 -209385 -35154 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 724971 0 1155604 IN 2011, LYNGBLOMSTEN APARTMENTS SERVED 124 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. 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. 724971 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 0 1 3 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 LARRY GRAY 1.00 X X 0 0 0 CAROL PLETCHER 1.00 X X 0 0 0 CHARLES NORTON 1.00 X X 0 0 0 HOWARD OSTREM 1.00 X X 0 0 0 PAUL MIKELSON 2.90 X X 12918 167756 14666 BRADLEY J JACOBSON 1.00 X 0 95005 11784 JILL HULT 40.00 X 50033 0 17862 62951 262761 44312 0 0 1 0 0 3130 3130 TENANT ASSIST PAYMENT 623000 592712 592712 APARTMENT INCOME 623000 415592 415592 ELDERLY/CONGREGATE 623000 147300 147300 1155604 2685 2685 450 0 450 450 450 LAUNDRY & VENDING 900099 4694 4694 4694 1166563 1155604 0 7829 81861 81861 203242 97423 105819 4244 2518 1726 36067 19156 16911 17618 6448 11170 16180 16180 63762 63762 5040 5040 42869 14215 28654 203321 203321 107202 107202 18564 18564 ELDERLY & CONGREGATE SE 191395 191395 MISCELLANEOUS 967 967 992332 724971 267361 0 84477 77726 2058 4870 9688 9637 4593618 3651718 820134 941900 660365 682426 1576722 1716559 60733 141846 42621 45323 1640654 1515331 42099 49213 1786107 1751713 X -209385 -35154 -209385 -35154 1576722 1716559 174231 0 X 0 1 1 X 1 1 X 6373 8205 9629 3130 27337 1103840 1116138 1127559 1152763 1155604 5655904 1110213 1124343 1137188 1152763 1158734 5683241 0 0 0 5683241 14442 9009 5083 3741 2685 34960 14442 9009 5083 3741 2685 34960 4994 4900 4395 4588 4694 23571 1129649 1138252 1146666 1161092 1166113 5741772 0.98980 0.98860 0.00610 0.00730 X 0 1 130000 130000 2768646 2227778 540868 1584166 1423940 160226 110806 110806 941900 RESERVE FOR REPLACEMENTS 548781 TENANT SECURITY DEPOSITS 45583 RESIDUAL RECEIPTS RESERVED 88062 682426 KEY DEPOSITS 3825 ASSET RETIRMENT OBLIGATION 20309 DUE TO RELATED PARTY 25079 49213 1166563 992332 174231 174231 1163433 0 1163433 3130 3130 1166563 992332 0 992332 0 992332 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: 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 2008 TO 2011 ARE OPEN TO EXAMINATION BY FEDERAL, LOCAL AND STATE AUTHORITIES. 0 0 0 0 0 0 0 0 0 PAUL MIKELSON 11305 146807 410 5323 1203 15626 470 6107 578 7511 13966 181374 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 CORPORATE BOARD OF DIRECTORS SERVE AS THE MEMBERS OF LYNGBLOMSTEN APARTMENTS, INC. AND ELECT THAT BOARD OF DIRECTORS. 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 CEO 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. EXPLANATION OF HOURS WORKED FORM 990, PART VII, SECTION A PAUL MIKELSON, CEO, DEVOTED APPROXIMATELY 40 HOURS PER WEEK AS FOLLOWS: LYMBLOMSTEN CARE CENTER: 30.2 HOURS LYNGBLOMSTEN APARTMENTS: 2.86 HOURS HERITAGE APARTMENTS, INC.: 2.86 HOURS LYNGBLOMSTEN FOUNDATION: 3.48 HOURS LYNGBLOMSTEN SERVICES: 0.6 HOURS BRADLEY J. JACOBSON, CFO, DEVOTED APPROXIMATELY 40 HOURS PER WEEK AS FOLLOWS: LYMBLOMSTEN CARE CENTER: 36 HOURS LYNGBLOMSTEN APARTMENTS: 1 HOUR HERITAGE APARTMENTS, INC.: 1 HOUR LYNGBLOMSTEN FOUNDATION: 1 HOUR LYNGBLOMSTEN SERVICES: 1 HOUR IN ADDITION TO BEING A BOARD MEMBER OF LYNGBLOMSTEN APARTMENTS, INC., THE FOLLOWING BOARD MEMBERS, CAROL PLETCHER, HOWARD OSTREM, LARRY GRAY AND CHARLES NORTON ALSO SERVE AS BOARD MEMBERS OF THE RELATED ORGANIZATIONS, LYNGBLOMSTEN CARE CENTER, INC., LYNGBLOMSTEN SERVICES, INC. AND HERITAGE APARTMENTS, INC. FOR AN AVERAGE OF 1 HOUR PER WEEK. IN ADDITION TO BEING BOARD MEMBERS OF LYNGBLOMSTEN APARTMENTS, INC., THE FOLLOWING BOARD MEMBERS, CAROL PLETCHER AND CHUCK NORTON ALSO SERVE AS BOARD MEMBERS OF THE RELATED ORGANIZATION, LYNGBLOMSTEN FOUNDATION FOR AN AVERAGE OF 1 HOUR PER WEEK. HERITAGE APARTMENTS INC 1440 MIDWAY PARKWAY ST PAUL MN 55108 411913420 SENIOR HOUSING AND ASSISTED LIVING SERVICES MN 501(C)(3) 9 LYNGBLOMSTEN 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 OVERSITE 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 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0