ST MARKS LUTHERAN HOME: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- ST MARKS LUTHERAN HOME (EIN 41-0859697)
- Tax period
- 2009-10-01 to 2010-09-30
- Filed
- 2011-02-15
- IRS object ID
- 201110469349300616
- Schema version
- 2009v1.7
- 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 | 2011-02-15T11:44:52-06:00 | Timestamp |
| Tax Period End Date | 2010-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LARSONALLEN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 217 | AddressLine1 |
| City | AUSTIN | City |
| State | MN | State |
| ZIP Code | 55912 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 410859697 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST MARK'S LUTHERAN HOME | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | STMA | NameControl |
| Phone | 5074374594 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 15TH AVENUE SW | AddressLine1 |
| City | AUSTIN | City |
| State | MN | State |
| ZIP Code | 55912 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARTY HELLE | Name |
| Title | BOARD PRESIDENT | Title |
| Phone | 5074374594 | Phone |
| Date Signed | 2011-02-08 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Trent Fast | Name |
| Phone | 5074347000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | CHRISTINE HARRIS | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 15TH AVENUE SW | AddressLine1 |
| City | AUSTIN | City |
| State | MN | State |
| ZIP Code | 55912 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 8244186 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Group Exemption Number | 9386 | GroupExemptionNumber |
| Organization501c | X | Organization501c |
| Web Site | www.stmarksaustinmn.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1963 | YearFormation |
| State Legal Domicile | MN | StateLegalDomicile |
| Activity Or Mission Description | ST. MARK'S IS DEDICATED TO PROVIDE A CONTINUUM OF SERVICES IN THE SPIRIT OF GOD'S LOVE. THESE SERVICES ARE DESIGNED TO PROMOTE PHYSICAL, EMOTIONAL, MENTAL, SOCIAL, AND SPIRITUAL HEALTH. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 11 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 11 | NbrIndependentVotingMembers |
| Total Nbr Employees | 283 | TotalNbrEmployees |
| Total Nbr Volunteers | 200 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 10229 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 13340 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 9517818 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 8114164 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 5316 | InvestmentIncomePriorYear |
| Investment Income Current Year | 5654 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 127935 | OtherRevenuePriorYear |
| Other Revenue Current Year | 111028 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 9661298 | TotalRevenuePriorYear |
| Total Revenue Current Year | 8244186 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 5345357 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 5083691 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 3920934 | OtherExpensePriorYear |
| Other Expenses Current Year | 3385332 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 9266291 | TotalExpensesPriorYear |
| Total Expenses Current Year | 8469023 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 395007 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -224837 | RevenuesLessExpensesCY |
| Total Assets BOY | 6092157 | TotalAssetsBOY |
| Total Assets EOY | 5633149 | TotalAssetsEOY |
| Total Liabilities BOY | 2685272 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2521731 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 3406885 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 3111418 | NetAssetsOrFundBalancesEOY |
| Mission Description | St. Mark's is dedicated to provide a continuum of services in the spirit of God's love. These services are designed to promote physical, emotional, mental, social, and spiritual health. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 7416877 | Expense |
| Revenue | 8114164 | Revenue |
| Description | PROVISION OF HOUSING AND NURSING CARE TO THE ELDERLY BY OPERATING A 106-BED LICENSED NURSING FACILITY AND AN INDEPENDENT HOUSING PROJECT. | Description |
| Total Program Service Expense | 7416877 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| 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 | 1 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 17 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 283 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| 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 |
| Nbr Voting Governing Body Members | 11 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 11 | 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 | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | 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 | ECUMEN SERVICES INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6517664300 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3530 LEXINGTON AVENUE n | AddressLine1 |
| City | SHOREVIEW | City |
| State | MN | State |
| ZIP Code | 551268164 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (12 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| MARTY HELLE | ||||||
| PRESIDENT | 1.00 | X | 0 | 0 | 0 | |
| BRAD JOHNSON | ||||||
| VICE PRESIDENT | 1.00 | X | 0 | 0 | 0 | |
| FRED LUTHE | ||||||
| SECRETARY | 1.00 | X | 0 | 0 | 0 | |
| MARK HAUGLAND | ||||||
| TREASURER | 1.00 | X | 0 | 0 | 0 | |
| MIKE GOSHA | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| REV JEFF FORBES | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| cathie sayles | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DAVID SOLOMONSON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| GENE LEITER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JOAN SKOV | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JACKIE HOLST | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| christine harris | ||||||
| ADMINISTRATOR | 40.00 | 98921 | 0 | 51080 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 98921 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 51080 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 1 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (3 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| REHABCARE GROUP INC | |||||
| 7733 Forsyth Blvd Suite 1700 | St Louis | MO | 63105 | THERAPY SERVICES | 376597 |
| ECUMEN SERVICES INC | |||||
| 3530 LEXINGTON AVENUE NORTH | SHOREVIEW | MN | 551268164 | ADMINISTRATOR & OTHER CONSULTING | 297915 |
| TEXTILE CARE SERVICES | |||||
| 225 WOOD LAKE DR SE | ROCHESTER | MN | 55904 | LAUNDRY SERVICE | 114160 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 3 | NumberOfContractorsGT100K |
| All Other Contributions | 13340 | AllOtherContributions |
| Total Contributions | 13340 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| RESIDENT REVENUE | 623000 | 7697455 | 7697455 |
| SMA REVENUES | 623000 | 416709 | 416709 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 8114164 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5654 | TotalRevenueColumn |
| Exclusion | $5,654 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|---|
| MISCELLANEOUS INCOME | 900099 | 74272 | $74,272 |
| BEAUTY SHOP INCOME | 812900 | 25921 | $25,921 |
| VENDING INCOME | 900099 | 5431 | $5,431 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5404 | TotalRevenueColumn |
| Exclusion | $5,404 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 111028 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 8244186 | TotalRevenueColumn |
| Related Or Exempt Function Income | 8114164 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $116,682 | ExclusionAmount |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4229717 | Total |
| Program Services | 3868468 | ProgramServices |
| Management And General | 361249 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 151426 | Total |
| Program Services | 139312 | ProgramServices |
| Management And General | 12114 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 398287 | Total |
| Program Services | 365829 | ProgramServices |
| Management And General | 32458 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 304261 | Total |
| Program Services | 278230 | ProgramServices |
| Management And General | 26031 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 357240 | Total |
| Management And General | 357240 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1944 | Total |
| Management And General | 1944 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23745 | Total |
| Management And General | 23745 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 440502 | Total |
| Program Services | 439257 | ProgramServices |
| Management And General | 1245 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15534 | Total |
| Management And General | 15534 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 43909 | Total |
| Management And General | 43909 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 349554 | Total |
| Program Services | 319012 | ProgramServices |
| Management And General | 30542 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4538 | Total |
| Management And General | 4538 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6381 | Total |
| Management And General | 6381 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 92155 | Total |
| Program Services | 92155 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 472961 | Total |
| Program Services | 472961 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 94166 | Total |
| Program Services | 6380 | ProgramServices |
| Management And General | 87786 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices |
|---|---|---|
| BED SURCHARGE | 305427 | 305427 |
| FOOD COST | 266053 | 266053 |
| PATIENT CARE SUPPLIES | 242297 | 242297 |
| PHARMACY | 135328 | 135328 |
| CONTRACT MEALS | 126638 | 126638 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 406960 | Total |
| Program Services | 359530 | ProgramServices |
| Management And General | 47430 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8469023 | Total |
| Program Services | 7416877 | ProgramServices |
| Management And General | 1052146 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 918128 | BOY |
| EOY | 902585 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 395970 | BOY |
| EOY | 404120 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 896764 | BOY |
| EOY | 668916 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19157 | BOY |
| EOY | 13589 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 74592 | BOY |
| EOY | 87878 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 12671449 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 9426301 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3463101 | BOY |
| EOY | 3245148 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 324445 | BOY |
| EOY | 310913 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6092157 | BOY |
| EOY | 5633149 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 715945 | BOY |
| EOY | 637048 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1756042 | BOY |
| EOY | 1603407 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 213285 | BOY |
| EOY | 281276 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2685272 | BOY |
| EOY | 2521731 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3406885 | BOY |
| EOY | 3111418 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3406885 | BOY |
| EOY | 3111418 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6092157 | BOY |
| EOY | 5633149 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3011 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2543 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7247 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 10229 | CurrentTaxYearMinus1Year |
| Current Tax Year | 13340 | CurrentTaxYear |
| Total | 36370 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 9154927 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 9220926 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 9216654 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9469476 | CurrentTaxYearMinus1Year |
| Current Tax Year | 8112944 | CurrentTaxYear |
| Total | 45174927 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 9157938 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 9223469 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 9223901 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9479705 | CurrentTaxYearMinus1Year |
| Current Tax Year | 8126284 | CurrentTaxYear |
| Total | 45211297 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 10141 | CurrentTaxYearMinus4Years |
| Total | 10141 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | 217204 | CurrentTaxYear |
| Total | 217204 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 10141 | CurrentTaxYearMinus4Years |
| Current Tax Year | 217204 | CurrentTaxYear |
| Total | 227345 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 44983952 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 21526 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 32819 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 22305 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5316 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5654 | CurrentTaxYear |
| Total | 87620 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 21526 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 32819 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 22305 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5316 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5654 | CurrentTaxYear |
| Total | 87620 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 9179464 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 9256288 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 9246206 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9485021 | CurrentTaxYearMinus1Year |
| Current Tax Year | 8131938 | CurrentTaxYear |
| Total | 45298917 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.99300 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.99690 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00190 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00230 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 77063 | OtherCostOrOtherBasis |
| Book Value | 77063 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 9123755 | OtherCostOrOtherBasis |
| Depreciation | 6654672 | Depreciation |
| Book Value | 2469083 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3470631 | OtherCostOrOtherBasis |
| Depreciation | 2771629 | Depreciation |
| Book Value | 699002 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 3245148 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (4 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| SECURITY DEPOSITS | 34669 |
| DEFERRED FINANCING COSTS | 41547 |
| RESIDENT TRUST | 7756 |
| UNDER MORTGAGE AGREEMENTS | 226941 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 310913 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| RESIDENT TRUST FUNDS | $25,990 |
| TENANT SECURITY DEPOSITS | $10,043 |
| NET PENSION LIABILITY - UNION | $168,588 |
| ASSET RETIREMENT OBLIGATION | $76,655 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 281276 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Part X: | Identifier |
| Return Reference | Description of Uncertain Tax Positions Under FIN 48: | ReturnReference |
| Explanation | ST. MARK'S LUTHERAN HOME AND AFFILIATE FOLLOWS THE INCOME TAX STANDARD FOR UNCERTAIN TAX POSITIONS. NO LIABILITY HAS BEEN RECOGNIZED AS A RESULT OF THIS STANDARD. EACH ENTITY FILES AS A TAX-EXEMPT ORGANIZATION. SHOULD THAT STATUS BE CHALLENGED IN THE FUTURE, ALL YEARS SINCE INCEPTION COULD BE SUBJECT TO REVIEW BY THE IRS. THE 2007, 2008, AND 2009 TAX YEARS ARE OPEN FOR EXAMINATION BY THE IRS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | christine harris | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Base Compensation Filing Org | 98921 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | 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 | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 0 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 98921 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Supplemental Information | Part III | ST. MARK'S LUTHERAN HOME DOES NOT PAY IT'S ADMINISTRATOR DIRECTLY, RATHER THE HOME IS PAYING THE ADMINISTRATOR THROUGH AN INDEPENDENT CONTRACTOR ARRANGEMENT WITH A MANAGEMENT COMPANY NAMED ECUMEN SERVICES, INC. THE HOME IS CONTRACTED TO PAY ECUMEN SERVICES, INC. FOR THE ADMINISTRATOR POSITION AND OTHER MANAGEMENT CONSULTING SERVICES. THE COMPENSATION INFORMATION ON FORM 990 IS THE AMOUNT OF COMPENSATION THAT ECUMEN PAID THE ADMINISTRATOR AND AS A RESULT THE COMPENSATION INFORMATION PROVIDED IS NOT THE AMOUNT THE HOME PAID TO ECUMEN UNDER THE MANAGEMENT CONTRACT ARRANGEMENT. PER THE IRS INSTRUCTIONS THE COMPENSATION INFORMATION IS FOR THE CALENDAR YEAR 2009. NOTE FOR 2009 THE ADMINISTRATOR DID NOT RECEIVE ANY DEFERRED COMPENSATION OR NON-TAXABLE BENEFITS FROM ECUMEN. ECUMEN PREPARES A STUDY OF COMPARABLE SENIOR CARE FACILITIES OF SIMILAR SIZE TO DETERMINE THE COMPENSATION APPLICABLE FOR PROVIDING THE ADMINISTRATOR POSITION TO THE HOME. |
| Supplemental Information | Part III | CHRISTINE HARRIS WAS PAID WAGES IN THE AMOUNT OF $98,921 FROM ECUMEN SERVICES, INC. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Form 990, Part VI, Section A, line 3 | ST. MARK'S LUTHERAN HOME DOES NOT PAY IT'S ADMINISTRATOR DIRECTLY, RATHER THE HOME IS PAYING THE ADMINISTRATOR THROUGH AN INDEPENDENT CONTRACTOR ARRANGEMENT WITH A MANAGEMENT COMPANY NAMED ECUMEN SERVICES, INC. THE HOME IS CONTRACTED TO PAY ECUMEN SERVICES, INC. FOR THE ADMINISTRATOR POSITION AND OTHER MANAGEMENT CONSULTING SERVICES. THE COMPENSATION INFORMATION ON FORM 990 IS THE AMOUNT OF COMPENSATION THAT ECUMEN PAID THE ADMINISTRATOR AND AS A RESULT THE COMPENSATION INFORMATION PROVIDED IS NOT THE AMOUNT THE HOME PAID TO ECUMEN UNDER THE MANAGEMENT CONTRACT ARRANGEMENT. PER THE IRS INSTRUCTIONS THE COMPENSATION INFORMATION IS FOR THE CALENDAR YEAR 2009. NOTE FOR 2009 THE ADMINISTRATOR DID NOT RECEIVE ANY DEFERRED COMPENSATION OR NON-TAXABLE BENEFITS FROM ECUMEN. ECUMEN PREPARES A STUDY OF COMPARABLE SENIOR CARE FACILITIES OF SIMILAR SIZE TO DETERMINE THE COMPENSATION APPLICABLE FOR PROVIDING THE ADMINISTRATOR POSITION TO THE HOME. |
| Form 990, Part VI, Section B, line 11 | A MOTION WAS PASSED BY THE BOARD OF DIRECTORS TO HAVE THE BOARD PRESIDENT REVIEW AND APPROVE THE FORM 990 BEFORE IT IS SIGNED AND SUBMITTED TO THE IRS. |
| Form 990, Part VI, Section B, line 12c | Employees annually complete a survey related to business relationships and family members that could, or do, create a conflict of interest. These are summarized and filed along with the board meeting minutes. Conflicts of interest are determined by a review of the potential conflicts by the administrator and the board of directors. If a conflict exists, then the conflicted board member or key employee is excluded from discussion and votes related to any potential or existing relationships involving the conflict of interest. If it is determined that a conflict of interest was intentionally hidden by a board member, then the situation would be investigated and the board member could be suspended and subject to dismissal. Additionally, the remaining board members and key employees will review, for fairness, all transactions back to the time the conflict became relevant. If a transaction appears to lack arms-length, either to the detriment of the organization, or to the unfair advantage of the board member, then all legal remedies will be considered. |
| Form 990, Part VI, Section B, line 15a | ECUMEN SERVICES, INC. PREPARES A STUDY OF COMPARABLE SENIOR CARE FACILITIES OF SIMILAR SIZE TO DETERMINE THE COMPENSATION APPLICABLE FOR PROVIDING THE ADMINISTRATOR POSITION TO THE HOME. |
| Form 990, Part VI, Section C, line 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE IN THE ADMINISTRATIVE OFFICE UPON REQUEST. |
| FORM 990, PART XI, 2c: THE ORGANIZATIONS BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS CONSOLIDATED FINANCIAL STATEMENTS AND THE SELECTION OF ITS INDEPENDENT ACCOUNTANT. | |
| THE ORGANIZATION DID NOT CHANGE ITS OVERSIGHT OR SELECTION PROCESS. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST MARK'S FOUNDATION INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 15TH AVENUE SW | AddressLine1 |
| City | AUSTIN | City |
| State | MN | State |
| ZIP Code | 55912 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 411374304 | EIN |
| Primary Activities | PROVISION OF BENEFITS AND SUPPORT TO ST. MARK'S LUTHERAN HOME | PrimaryActivities |
| Legal Domicile State | MN | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | 11A - TYPE I | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST MARK'S LUTHERAN HOME | BusinessNameLine1 |
| 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 | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | 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 | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NO TRANSACTIONS IN FY10 WITH ST MARK'S FOUNDATION INC | BusinessNameLine1 |
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