IRIS PARK COMMONS: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- IRIS PARK COMMONS (EIN 41-1433860)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-13
- IRS object ID
- 201213189349302436
- Schema version
- 2011v1.2
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-13T12:21:40-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390758449 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WIPFLI LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7601 FRANCE AVENUE SOUTH SUITE 400 | AddressLine1 |
| City | MINNEAPOLIS | City |
| State | MN | State |
| ZIP Code | 55435 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 411433860 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EPISCOPAL CORPORATION FOR THE ELDERLY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | EPIS | NameControl |
| Phone | 6516460622 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1850 UNIVERSITY AVENUE WEST | AddressLine1 |
| City | ST PAUL | City |
| State | MN | State |
| ZIP Code | 55104 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARVIN PLAKUT | Name |
| Title | PRESIDENT AND CEO | Title |
| Phone | 6516460622 | Phone |
| Date Signed | 2012-08-31 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RICHARD RUVELSON | Name |
| PTIN | P00234075 | PTIN |
| Phone | 9525483400 | Phone |
| Date Prepared | 2012-08-31 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | MARVIN PLAKUT | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 490 EAST LYNNHURST AVENUE | AddressLine1 |
| City | ST PAUL | City |
| State | MN | State |
| ZIP Code | 55104 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 2334254 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.EHOMESMN.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1992 | YearFormation |
| State Legal Domicile | MN | StateLegalDomicile |
| Activity Or Mission Description | OPERATION OF A 59 UNIT CONGREGATE HOUSING FACILITY ATTACHED TO EPISCOPAL CHURCH HOME OF MINNESOTA. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 16 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 16 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 10 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 44216 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 380085 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 1658429 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 1797325 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 4962 | InvestmentIncomePriorYear |
| Investment Income Current Year | 9974 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 17321 | OtherRevenuePriorYear |
| Other Revenue Current Year | 146870 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1724928 | TotalRevenuePriorYear |
| Total Revenue Current Year | 2334254 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 15000 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 353134 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 420819 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1322267 | OtherExpensePriorYear |
| Other Expenses Current Year | 1351721 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1690401 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1772540 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 34527 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 561714 | RevenuesLessExpensesCY |
| Total Assets BOY | 4933673 | TotalAssetsBOY |
| Total Assets EOY | 5616631 | TotalAssetsEOY |
| Total Liabilities BOY | 5053819 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 5410542 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | -120146 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 206089 | NetAssetsOrFundBalancesEOY |
| Mission Description | OUR MISSION IS TO ENHANCE THE QUALITY OF LIFE FOR SENIOR ADULTS BY PROVIDING HOMES AND SERVICES THAT SUPPORT EACH INDIVIDUALS PHYSICAL, SOCIAL AND SPIRITUAL NEEDS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 1188996 | Expense |
| Revenue | 1797325 | Revenue |
| Description | THE EPISCOPAL CORPORATION FOR THE ELDERLY PROVIDES FOR THE PHYSICAL, SOCIAL, SPIRITUAL, AND PSYCHOLOGICAL NEEDS OF ITS RESIDENTS AND ARE DESIGNED TO SERVE ADULTS 62 AND OLDER. | Description |
| Total Program Service Expense | 1188996 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 61 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 16 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 16 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 1 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAROLINE HENDREN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6516460622 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 490 EAST LYNNHURST AVE | AddressLine1 |
| City | ST PAUL | City |
| State | MN | State |
| ZIP Code | 55104 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (18 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| AMY FISTLER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ALDEN DREW | ||||||
| SECOND VICE CHAIR | 1.00 | X | 0 | 0 | 0 | X |
| BETSY KELLY | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| BETTE ASHCROFT | ||||||
| CHAIR | 1.00 | X | 0 | 0 | 0 | X |
| DENISE COLE | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| CYNTHIA VERHEY | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DUSTY MAIRS | ||||||
| SECRETARY | 1.00 | X | 0 | 0 | 0 | X |
| ELLEN WATTERS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JIM JOHNSON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JEAN PROBST | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MARY LILJA | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MARY SUE COMFORT | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| RICK RINKOFF | ||||||
| FIRST VICE CHAIR/TREASURER | 1.00 | X | 0 | 0 | 0 | X |
| ROBERT MCCLAY | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| THE REV REX MCKEE | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| TOM HOVE | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| CAROLINE HENDREN | ||||||
| CFO | 40.00 | 0 | 79677 | 17909 | X | |
| MARVIN PLAKUT | ||||||
| PRESIDENT/CEO | 40.00 | 0 | 165998 | 19009 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 245675 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 36918 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| EPISCOPAL HOME CARE AND SERVICES | |||||
| 490 EAST LYNNHURST AVENUE | ST PAUL | MN | 55104 | HOME CARE SERVICES | 392703 |
| EPISCOPAL CHURCH HOME OF MINNESOTA | |||||
| 1879 FERONIA AVENUE | ST PAUL | MN | 55104 | FOOD SERVICE | 315360 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| Related Organizations | 342429 | RelatedOrganizations |
| All Other Contributions | 37656 | AllOtherContributions |
| Total Contributions | 380085 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| RENTAL REVENUE | 531110 | 1790038 | 1790038 |
| OTHER RESIDENT CHARGES | 531110 | 7287 | 7287 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 1797325 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 9974 | TotalRevenueColumn |
| Exclusion | $9,974 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|---|
| DEVELOPMENT FEE REVENU | 900099 | 142878 | $142,878 |
| MISCELLANOUS REVENUE | 900099 | 3992 | $3,992 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 146870 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2334254 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1797325 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $156,844 | ExclusionAmount |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 360031 | Total |
| Program Services | 112653 | ProgramServices |
| Management And General | 247378 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35893 | Total |
| Program Services | 13194 | ProgramServices |
| Management And General | 22699 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24895 | Total |
| Program Services | 7790 | ProgramServices |
| Management And General | 17105 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 88128 | Total |
| Management And General | 88128 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4250 | Total |
| Management And General | 4250 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4400 | Total |
| Management And General | 4400 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 350724 | Total |
| Program Services | 334159 | ProgramServices |
| Management And General | 16565 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15947 | Total |
| Management And General | 15947 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 66613 | Total |
| Program Services | 46560 | ProgramServices |
| Management And General | 20053 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3649 | Total |
| Management And General | 3649 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 99763 | Total |
| Program Services | 99763 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25223 | Total |
| Program Services | 25223 | ProgramServices |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1080 | Total |
| Management And General | 1080 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 279032 | Total |
| Program Services | 279032 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 265899 | Total |
| Program Services | 265899 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26146 | Total |
| Program Services | 3067 | ProgramServices |
| Management And General | 23079 | ManagementAndGeneral |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | Program ServicesProgramServices |
|---|---|---|---|
| LICENSES AND TAXES | 103136 | 103136 | |
| OTHER EXPENSES | 17731 | 16075 | 1656 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1772540 | Total |
| Program Services | 1188996 | ProgramServices |
| Management And General | 583544 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 72071 | BOY |
| EOY | 102176 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 701003 | BOY |
| EOY | 545142 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 167987 | BOY |
| EOY | 204370 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2469 | BOY |
| EOY | 3258 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 7341516 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 2716159 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3622058 | BOY |
| EOY | 4625357 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 368085 | BOY |
| EOY | 136328 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4933673 | BOY |
| EOY | 5616631 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 178279 | BOY |
| EOY | 215716 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4004321 | BOY |
| EOY | 3843900 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 722846 | BOY |
| EOY | 1186385 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 148373 | BOY |
| EOY | 164541 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5053819 | BOY |
| EOY | 5410542 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -143470 | BOY |
| EOY | 114119 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22324 | BOY |
| EOY | 90970 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1000 | BOY |
| EOY | 1000 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -120146 | BOY |
| EOY | 206089 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4933673 | BOY |
| EOY | 5616631 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 561714 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -235479 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type1 | X | SupportingOrg509a3Type1 |
| Contrib By Controlling Individual | 0 | ContribByControllingIndividual |
| Contribution By Related Party | 0 | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | 0 | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EPISCOPAL CHURCH HOME OF MINNESOTA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 410706110 | EIN |
| Type Of Organization | 501(C)(3) | TypeOfOrganization |
| Listed In Governing Doc | 0 | ListedInGoverningDoc |
| Supported Organization Notified | 0 | SupportedOrganizationNotified |
| Organized In US | 1 | OrganizedInUS |
| Amount | $0 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 1 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 0 | SumOfAmounts |
| General Explanation | SCHEDULE A, PART IV, SUPPLEMENTAL INFORMATION: EPISCOPAL CORPORATION FOR THE ELDERLY IS ORGANIZED AND RECEIVED TAX EXEMPTION AS A 509(A)(3) ORGANIZATION. THIS ORGANIZATION IS DEEMED TO BE A TYPE I SUPPORTING ORGANIZATION. | GeneralExplanation |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| End Of Year Balance | 8128 | EndOfYearBalance |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1098372 | OtherCostOrOtherBasis |
| Book Value | 1098372 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 5526847 | OtherCostOrOtherBasis |
| Depreciation | 2392541 | Depreciation |
| Book Value | 3134306 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 308421 | OtherCostOrOtherBasis |
| Depreciation | 183290 | Depreciation |
| Book Value | 125131 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 407876 | OtherCostOrOtherBasis |
| Depreciation | 140328 | Depreciation |
| Book Value | 267548 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 4625357 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | TENANT SECURITY DEPOSITS | Description |
| Amount | $164,541 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 164541 | TotalOfAmounts |
| Total Revenue | 2334254 | TotalRevenue |
| Total Expenses | 1772540 | TotalExpenses |
| Excess Or Deficit For Year | 561714 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 22670 | NetUnrealizedGLOnInvestments |
| Other | -$258,149 | OtherAmount |
| Total Adjustments | -235479 | TotalAdjustments |
| Excess Or Deficit Per FS | 326235 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 2356924 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 22670 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 22670 | RevenueNotRptdF990 |
| Revenue Subtotal | 2334254 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 2334254 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1772540 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 1772540 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 1772540 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | IN ORDER TO ACCOUNT FOR ANY UNCERTAIN TAX POSITIONS, ASC TOPIC 740-10, INCOME TAXES, REQUIRES AN ORGANIZATION TO ASSESS WHETHER IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED UPON EXAMINATION OF THE TECHNICAL MERITS OF THE POSITION, ASSUMING THE TAXING AUTHORITY HAS FULL KNOWLEDGE OF ALL INFORMATION. IF THE TAX POSITION DOES NOT MEET THE MORELIKELY-THAN-NOT RECOGNITION THRESHOLD, THE BENEFIT OF THE TAX POSITION IS NOT RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATION RECORDED NO ASSETS OR LIABILITIES FOR UNCERTAIN TAX POSITIONS OR UNRECOGNIZED TAX BENEFITS IN 2011 AND 2010. FEDERAL RETURNS FOR THE YEARS ENDED 2008 AND BEYOND REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | CHANGE IN INTEREST IN NET ASSETS OF FOUNDATION -258,149. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | X | FirstClassOrCharterTravel |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | MARVIN PLAKUT | NamePerson |
| Base Compensation Filing Org | 0 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 165998 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 250 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 0 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 18759 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 0 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 185007 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | EPISCOPAL HOMES MANAGEMENT IS RESPONSIBLE FOR MANAGING THE ORGANIZATION. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS PRESENTED TO THE BOARD OF DIRECTORS IN A BOARD MEETING. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE BOARD OF DIRECTORS REVIEWS THE POLICY ON A YEARLY BASIS AND IS RESPONSIBLE FOR MONITORING IT. | |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION IS BASED ON THE MHHA WAGE SURVEY AND PERFORMANCE. | |
| FORM 990, PART VI, SECTION C, LINE 19 | DOCUMENTS ARE AVAILABLE UPON REQUEST OF THE CEO OR ACCOUNTING MANAGER. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED GAINS ON INVESTMENTS: 22,670. CHANGE IN INTEREST IN NET ASSETS OF FOUNDATION -258,149. TOTAL TO FORM 990, PART XI, LINE 5: -235,479. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C | THE BOARD OF DIRECTOR'S FINANCE COMMITTEE IS RESPONSIBLE FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (8 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| EPISCOPAL CHURCH HOME OF MINNESOTA | ||||||||||
| 1879 FERONIA AVENUE | ST PAUL | MN | 55104 | 410706110 | NURSING HOME | MN | 501(C)(3) | LINE 1 | EPISCOPAL HOMES OF MINNESOTA | 0 |
| EPISCOPAL HOMES FOUNDATION OF MINNESOTA | ||||||||||
| 490 EAST LYNNHURST AVENUE | ST PAUL | MN | 55104 | 411703612 | FUNDRAISING | MN | 501(C)(3) | LINE 7 | EPISCOPAL HOMES OF MINNESOTA | 0 |
| SEABURY | ||||||||||
| 1830 UNIVERSITY AVENUE WEST | ST PAUL | MN | 55104 | 411997880 | LOW INCOME HOUSING | MN | 501(C)(3) | LINE 9 | EPISCOPAL HOMES OF MINNESOTA | 0 |
| EPISCOPAL HOMES AT 1840 UNIVERSITY AVENUE | ||||||||||
| 490 EAST LYNNHURST AVENUE | ST PAUL | MN | 55104 | 061692748 | SENIOR HOUSING | MN | 501(C)(3) | LINE 9 | EPISCOPAL HOMES OF MINNESOTA | 0 |
| EPISCOPAL HOMES OF MINNESOTA | ||||||||||
| 490 EAST LYNNHURST AVENUE | ST PAUL | MN | 55104 | 911983254 | TRUSTEES | MN | 501(C)(3) | LINE 1 | EPISCOPAL HOMES OF MINNESOTA | 0 |
| KINGS CROSSING APARTMENTS | ||||||||||
| 490 EAST LYNNHURST AVENUE | ST PAUL | MN | 55104 | 264270887 | SENIOR HOUSING | MN | 501(C)(3) | LINE 7 | EPISCOPAL HOMES OF MINNESOTA | 0 |
| EPISCOPAL HOME CARE AND SERVICES | ||||||||||
| 490 EAST LYNNHURST AVENUE | ST PAUL | MN | 55104 | 270907277 | HOME CARE | MN | 501(C)(3) | LINE 9 | EPISCOPAL HOMES OF MINNESOTA | 0 |
| CARTY HEIGHTS | ||||||||||
| 412 DUNLAP STREET N | ST PAUL | MN | 55104 | 204250735 | SENIOR HOUSING | MN | 501(C)(3) | LINE 9 | EPISCOPAL HOMES OF MINNESOTA | 0 |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EPISCOPAL HOMES MANAGEMENT SERVICES OF MINNESOTA INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 490 EAST LYNNHURST AVENUE | AddressLine1 |
| City | ST PAUL | City |
| State | MN | State |
| ZIP Code | 55104 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 411695916 | EIN |
| Primary Activity | MANAGEMENT | PrimaryActivity |
| Legal Domicile State | MN | LegalDomicileState |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Type Of Entity | C | TypeOfEntity |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 1 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 1 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (7 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| EPISCOPAL CHURCH HOME OF MINNESOTA | ||
| P | 324764 | FAIR MARKET VALUE |
| EPISCOPAL CHURCH HOME OF MINNESOTA | ||
| O | 467800 | FAIR MARKET VALUE |
| EPISCOPAL HOMES FOUNDATION | ||
| C | 342429 | FAIR MARKET VALUE |
| EPISCOPAL HOME MANAGEMENT SERVICES | ||
| L | 88182 | FAIR MARKET VALUE |
| EPISCOPAL HOME CARE AND SERVICES | ||
| L | 392708 | FAIR MARKET VALUE |
| EPISCOPAL CHURCH HOME OF MINNESOTA | ||
| L | 315360 | FAIR MARKET VALUE |
| EPISCOPAL HOMES FOUNDATION | ||
| D | 140632 | FAIR MARKET VALUE |
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