2023-05-11T12:45:15-05:00 2022-06-30 410746749 CLIFTONLARSONALLEN LLP 4334 MUNSON STREET SUITE 200 CANTON OH 44718 990 2021-07-01 411704381 SAINT THERESE SAIN 9522832204 1660 HIGHWAY 100 S SUITE 103 ST LOUIS PARK MN 55416 CALVIN SHELANGOSKI CFO 9522832204 2023-05-08 1 CALVIN SHELANGOSKI 999009999 JENNIFER COLEMAN P00743188 3304972000 2023-05-08 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z CALVIN SHELANGOSKI 1660 HIGHWAY 100 S SUITE 103 ST LOUIS PARK MN 55416 16326406 0 X WWW.SAINTTHERESE.ORG X 1991 MN PROVIDING FUNDRAISING, PLANNING, AND OTHER SUPPORT TO AFFILIATED ORGANIZATIONS. 9 9 41 13 0 0 1476965 10077513 4700245 4674238 548161 522217 1246 507 6726617 15274475 236020 2172132 0 0 3300892 4399599 0 0 308080 1863179 2423483 5400091 8995214 1326526 6279261 14478951 17546559 2402651 1187276 12076300 16359283 PROVIDING FUNDRAISING, PLANNING, AND OTHER SUPPORT TO AFFILIATED ORGANIZATIONS. 0 0 6513388 15500 4674238 SAINT THERESE IS A NONPROFIT FAITH-BASED ORGANIZATION THAT HAS FOCUSED ON THE WELL-BEING OF INDIVIDUALS SINCE IT OPENED IN 1968. WE PROVIDE SECURE, STRESS-FREE LIVING AND THE VERY BEST IN SENIOR CARE AND HOUSING WITH A COMMITMENT TO EACH INDIVIDUAL. SAINT THERESE OFFERS A TRUE CONTINUUM OF PROGRAMS AND SERVICES THAT ARE AVAILABLE IN YOUR OWN HOME OR IN ONE OF OUR COMMUNITY SETTINGS.THE OPERATIONS OF SAINT THERESE MANAGEMENT SERVICES, LLC INVOLVE PROVIDING CENTRAL MANAGEMENT FUNCTIONS TO SAINT THERESE AND ITS RELATED ORGANIZATIONS. 2173746 2156632 0 SAINT THERESE IS A NONPROFIT FAITH-BASED ORGANIZATION THAT HAS FOCUSED ON THE WELL-BEING OF INDIVIDUALS SINCE IT OPENED IN 1968. WE PROVIDE SECURE, STRESS-FREE LIVING AND THE VERY BEST IN SENIOR CARE AND HOUSING WITH A COMMITMENT TO EACH INDIVIDUAL. SAINT THERESE OFFERS A TRUE CONTINUUM OF PROGRAMS AND SERVICES THAT ARE AVAILABLE IN YOUR OWN HOME OR IN ONE OF OUR COMMUNITY SETTINGS.THE OPERATIONS OF SAINT THERESE FOUNDATION, LLC INVOLVE PLANNING AND HOSTING FUNDRAISING ACTIVITIES TO HELP SUPPORT THE FUNCTIONS OF SAINT THERESE AND ITS RELATED ORGANIZATIONS. 8687134 1 1 0 0 0 0 0 0 1 1 1 0 0 1 0 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 1 19 0 1 41 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 MN X CALVIN SHELANGOSKI 9522832204 1660 HIGHWAY 100 S SUITE 103 ST LOUIS PARK MN 55416 PATRICK TAFFE CHAIR 1.00 2.00 X X 0 0 0 JENNIFER SHALTZ VICE CHAIR 1.00 0.00 X X 0 0 0 JANE MCCROSSAN SECRETARY 1.00 1.00 X X 0 0 0 DAVID HOFFMANN TREASURER 1.00 1.00 X X 0 0 0 FR J MICHAEL BYRON DIRECTOR 1.00 0.00 X 0 0 0 CAREN GAYTKO DIRECTOR 1.00 0.00 X 0 0 0 DAVID KRENN DIRECTOR 1.00 1.00 X 0 0 0 STEVE MEADS DIRECTOR 1.00 1.00 X 0 0 0 KATHRYN WORNSON DIRECTOR 1.00 1.00 X 0 0 0 BARB RODE PRESIDENT AND CEO 3.00 37.00 X 426050 0 17611 CALVIN SHELANGOSKI CFO 3.00 37.00 X 275110 0 26234 KYM FISHER CHIEF HR OFFICER 40.00 0.00 X 266107 0 15627 MEGHAN STARK VP OF PHILANTHROPY 40.00 0.00 X 143644 0 6569 CHANTANYA MILLER DIRECTOR OF EMPLOYEE BENEFITS 40.00 0.00 X 115919 0 15145 MARILYN RAMIREZ VP OF CLINICAL OPERATIONS 40.00 0.00 X 114178 0 3493 KATHI PAYNE DIRECTOR OF REVENUE 40.00 0.00 X 112400 0 20824 1453408 0 105503 9 0 1 0 RBC WEALTH MANAGEMENT 60 SOUTH SIXTH STREET P10 MINNEAPOLIS MN 55402 INVESTMENT ADVISORY SERVICES 231201 CLIFTONLARSONALLEN LLP 220 SOUTH 6TH STREET SUITE 300 MINNEAPOLIS MN 55402 AUDIT AND ACCOUNTING SERVICES 162372 2 88880 9300000 528439 160194 10077513 MANAGEMENT FEE REVENUE 561000 4674238 4674238 4674238 324084 324084 1231442 1033309 198133 198133 198133 18622 88880 18622 0 MISCELLANEOUS 900099 507 507 507 15274475 4674238 0 522724 2157786 2157786 14346 14346 701160 701160 3372904 3168839 204065 62901 62901 249124 249124 13510 13510 84681 84681 104816 104816 70728 15305 55423 737324 707458 29866 197488 197488 188134 172206 15928 104921 104921 27914 27890 24 31230 28990 2240 4108 4108 72818 72818 EQUIPMENT RENTAL & REPA 735960 735960 MISCELLANEOUS 32755 32755 DUES & SUBSCRIPTIONS 26380 25846 534 FOOD 4226 4226 8995214 8687134 0 308080 749257 334515 6301 3699 130676 166551 518167 418418 143288 99749 13161187 12939713 288242 4002332 14478951 17546559 379134 1187276 555365 0 1468152 0 2402651 1187276 X 10546196 14882652 1530104 1476631 12076300 16359283 14478951 17546559 X 6279261 -1942805 -53473 X 0 1 X 1 1 1 X 470245 1053363 9422513 1476965 10077513 22500599 470245 1053363 9422513 1476965 10077513 22500599 22500599 247432 650205 231444 249502 324084 1702667 0 4891 645 1125 6661 1605613 1972359 189 121 507 3578789 27788716 96976877 0.80970 0.65680 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME FROM VARIOUS SOURCES RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 775751 20335 -120760 9600 665726 574490 89894 198328 86961 775751 571574 2916 9100 9100 574490 567299 4276 8900 8900 571574 508581 58718 8600 8600 567299 0.00000 1.00000 0.00000 1 0 157628 123461 34167 360539 294957 65582 99749 ASSETS HELD BY CATHOLIC COMMUNITY FOUNDATION 255589 DUE FROM AFFILIATES 3746743 4002332 X PART V, LINE 4: THE ORGANIZATION'S ENDOWMENTS CONSIST OF INDIVIDUAL FUNDS ESTABLISHED BY DONOR RESTRICTIONS AS ENDOWMENTS RESTRICTED IN PERPETUITY, FOR WHICH THE EARNINGS SHALL BE DISTRIBUTED FOR THE BENEFIT OF THE ORGANIZATION AND ITS RELATED ORGANIZATIONS AT THE APPROVAL OF THE BOARD OF DIRECTORS. PART X, LINE 2: THE ORGANIZATION HAS BEEN GRANTED EXEMPT STATUS RELATIVE TO FEDERAL AND MINNESOTA CORPORATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE FEDERAL INTERNAL REVENUE CODE AND APPLICABLE STATE CODES. THE ORGANIZATION'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION IN THE U.S. FEDERAL, STATE, AND LOCAL AUTHORITIES. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME, EXCISE, OR OTHER TAXES OR MAY JEOPARDIZE ITS TAX-EXEMPT STATUS. GALA 83355 68886 14469 392 14077 TREE OF LIGHTS 24147 19994 4153 500 3653 107502 88880 18622 892 17730 18622 0 1 SAINT THERESE OF NEW HOPE 1660 HIGHWAY 100 SOUTH SUITE 103 ST LOUIS PARK MN 55416 410888641 501(C)(3) 55460 0 N/A N/A GENERAL SUPPORT SAINT THERESE COMMUNITIES 1660 HIGHWAY 100 SOUTH SUITE 103 ST LOUIS PARK MN 55416 205835911 501(C)(3) 2083480 0 N/A N/A GENERAL SUPPORT 2 SCHOLARSHIP AWARDS 6 14346 PART I, LINE 2: ALL GRANTS ARE MADE TO RELATED ORGANIZATIONS THAT ARE UNDER COMMON MANAGEMENT WHO REGULARLY MONITOR THE ACTIVITIES, REVENUES, AND EXPENDITURES OF THE RELATED ORGANIZATIONS. X X X X X 0 0 0 0 0 0 0 0 0 BARB RODE PRESIDENT AND CEO 351050 0 75000 0 0 0 8742 0 8869 0 443661 0 0 0 CALVIN SHELANGOSKI CFO 240110 0 35000 0 0 0 5892 0 20342 0 301344 0 0 0 KYM FISHER CHIEF HR OFFICER 211107 0 55000 0 0 0 6022 0 9605 0 281734 0 0 0 MEGHAN STARK VP OF PHILANTHROPY 143644 0 0 0 0 0 3840 0 2729 0 150213 0 0 0 FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE IS ENTIRELY COMPOSED OF THE GOVERNING BODY MEMBERS. THE EXECUTIVE COMMITTEE SHALL HAVE THE AUTHORITY OF THE BOARD OF DIRECTORS IN THE MANAGEMENT OF THE BUSINESS OF THIS CORPORATION IN THE INTERVAL BETWEEN MEETINGS OF THE BOARD OF DIRECTORS, AND THE EXECUTIVE COMMITTEE SHALL AT ALL TIMES BE SUBJECT TO THE CONTROL AND DIRECTION OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS REVIEWED AND APPROVED BY THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS PRIOR TO BEING FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL DIRECTORS, OFFICERS AND KEY MANAGEMENT EMPLOYEES ARE ANNUALLY REQUIRED TO DISCLOSE ANY CONFLICTS OF INTEREST. THE DISCLOSURES ARE REPORTED TO THE BOARD OF DIRECTORS, WHO DETERMINE THE LEVEL OF POTENTIAL CONFLICT. POTENTIAL CONFLICTS OF INTEREST FOR THE ORGANIZATION INCLUDE ANY CONTRACT OR TRANSACTION BETWEEN (A) ONE OR MORE OF ITS DIRECTORS, OFFICERS, OR KEY EMPLOYEES, (B) A DIRECTOR, OFFICER, OR KEY EMPLOYEE OF A RELATED ORGANIZATION (WITHIN THE MEANING OF MINNESOTA STATUTES, SECTION 317A.11, SUBD. 18), OR (C) AN ORGANIZATION IN WHICH OR OF WHICH A DIRECTOR, OFFICER, OR KEY EMPLOYEE IS ALSO A DIRECTOR, OFFICER, OR LEGAL REPRESENTATIVE OR HAS A MATERIAL FINANCIAL INTEREST; UNLESS THE MATERIAL FACTS AS TO THE CONTRACT OR TRANSACTION AND AS TO THE PARTY'S INTEREST ARE FULLY DISCLOSED IN WRITING TO THE BOARD OF DIRECTORS PRIOR TO ANY ACTION, AND THE BOARD OF DIRECTORS AUTHORIZES, APPROVES, OR RATIFIES THE CONTRACT OR TRANSACTION IN GOOD FAITH BY THE AFFIRMATIVE VOTE OF A MAJORITY OF THE DIRECTORS. INDIVIDUALS ASSESSED AS HAVING MATERIAL CONFLICTS OF INTEREST ARE ASKED TO REFRAIN FROM VOTING ON ANY ACTION THAT MAY BE INFLUENCED BY THE CONFLICT, WHICH IS REFLECTED IN THE BOARD MINUTES. FORM 990, PART VI, SECTION B, LINE 15 THE PROCCES OF DETERMINING THE COMPENSATION OF THE PRESIDENT & CEO, CFO AND OTHER KEY EMPLOYEES INCLUDES REVIEW AND APPROVAL BY A COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS, WITH THE HELP OF AN INDEPENDENT COMPENSATION CONSULTANT AND SALARY SURVEYS. THIS PROCESS WAS LAST COMPLETED IN 2022. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS OR CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC. THE FINANCIAL STATEMENTS ARE PROVIDED TO THE BOND TRUSTEE, WHO DISTRIBUTES THEM TO THE ELECTRONIC MUNICIPAL MARKET ACCESS SYSTEM. FORM 990, PART XI, LINE 9: CHANGE IN RESTRICTED NET ASSETS -53,473. SAINT THERESE FOUNDATION LLC 1660 HIGHWAY 100 SOUTH SUITE 103 ST LOUIS PARK MN 55416 843872852 FUNDRAISING MN 268203 13305187 SAINT THERESE SAINT THERESE MANAGEMENT SERVICES LLC 1660 HIGHWAY 100 SOUTH SUITE 103 ST LOUIS PARK MN 55416 843866557 MANAGEMENT SERVICES MN 4674302 493310 SAINT THERESE SAINT THERESE OF NEW HOPE 1660 HIGHWAY 100 SOUTH SUITE 103 ST LOUIS PARK MN 55416 410888641 HOUSING & NURSING CARE FOR THE ELDERLY MN 501(C)(3) LINE 10 SAINT THERESE 1 SAINT THERESE COMMUNITIES 1660 HIGHWAY 100 SOUTH SUITE 103 ST LOUIS PARK MN 55416 205835911 HOUSING & NURSING CARE FOR THE ELDERLY MN 501(C)(3) LINE 10 SAINT THERESE 1 0 1 1 0 0 0 0 0 0 0 0 1 0 1 1 0 1 1 1 SAINT THERESE OF NEW HOPE B 55460 FMV SAINT THERESE COMMUNITIES C 5800000 FMV SAINT THERESE OF NEW HOPE C 3500000 FMV SAINT THERESE COMMUNITIES Q 2754891 FMV SAINT THERESE OF NEW HOPE Q 1919347 FMV SAINT THERESE COMMUNITIES B 83480 FMV SAINT THERESE COMMUNITIES B 2000000 FMV