2022-10-27T09:16:01-05:00 2021-12-31 410746749 CLIFTONLARSONALLEN LLP 220 S 6TH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2021-01-01 411913420 HERITAGE APARTMENTS INC HERI 6516462941 1415 ALMOND AVENUE ST PAUL MN 55108 BRADLEY J JACOBSON CFO 6516462941 2022-09-26 1 BRADLEY JACOBSON 999009999 TYLER SWENSON P01663661 6123764500 2022-09-26 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z JEFF HEINECKE 1415 ALMOND AVENUE ST PAUL MN 55108 2082827 0 9386 X WWW.LYNGBLOMSTEN.ORG X 1998 MN TO PROVIDE A MINISTRY OF COMPASSIONATE CARE AND INNOVATIVE SERVICES TO OLDER ADULTS. 5 4 0 22 0 0 0 136001 1484475 1307002 96269 304842 0 0 1580744 1747845 200000 200000 0 0 368629 367887 0 0 0 1092372 1159095 1661001 1726982 -80257 20863 4819789 4701505 4544928 4500856 274861 200649 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 1 1300244 200000 1307002 THE HERITAGE APARTMENTS IS A MARKET-RATE ASSISTED LIVING COMMUNITY FOR ADULTS AGES 55+. FIFTY-NINE OLDER ADULTS WERE SERVED IN 2021. AS AN ASSISTED LIVING COMMUNITY, THE HERITAGE APARTMENTS PROVIDES TENANTS WITH ASSISTANCE FOR ADLS (ACTIVITIES OF DAILY LIVING)SUCH AS MEDICATION MANAGEMENT AND HOMECARE SERVICESTHROUGH LYNGBLOMSTEN HOME HEALTH SERVICES. TENANTS ALSO CAN CONTRACT WITH AN AGENCY OF THEIR CHOOSING. A SERVICE COORDINATOR ASSISTS TENANTS WITH FINDING APPROPRIATE SERVICES/RESOURCES, COMPLETING PAPERWORK, ETC.BRINGING PEACE OF MIND TO THE TENANTS AND THEIR FAMILIES. A VARIETY OF OPPORTUNITIES FOR SOCIAL ACTIVITIES (BOTH IN-PERSON AND VIRTUAL) ARE AVAILABLE, WHICH ARE COORDINATED BY STAFF, LYNGBLOMSTEN COMMUNITY SERVICES, AND LYNGBLOMSTEN'S LIFELONG LEARNING AND THE ARTS DEPARTMENT. INVOLVED MANAGEMENT AND STAFF PROMOTE THE FEELING OF A CARING FAMILY.AS TENANTS HAVE BEEN AGING IN PLACE AND BECOMING LESS MOBILE, WE CONTINUE TO EXPLORE WAYS TO MEET THEIR INCREASED NEEDS FOR ACTIVITIES AND SUPPORT.HERITAGE APARTMENTS, INC., IS AFFILIATED WITH LYNGBLOMSTEN AND THE EVANGELICAL LUTHERAN CHURCH IN AMERICA. 1300244 1 1 0 0 0 0 0 0 1 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 7 0 1 0 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 DAVID CHRISTIANSON TREASURER 1.00 4.00 X X 0 0 0 JEFF HEINECKE PRESIDENT & CEO 1.00 39.00 X X 0 200769 39690 KIM DONAT VICE CHAIR/SECRETARY 1.00 4.00 X X 0 0 0 REV MARTIN ERICSON CHAIR 1.00 5.00 X X 0 0 0 REV JOY JOHNSON THRU 81521 SECRETARY 1.00 4.00 X X 0 0 0 BRADLEY J JACOBSON CFO 1.00 39.00 X 0 153053 41814 0 353822 81504 0 0 1 0 NEW HORIZON FOODS INC PO BOX 860246 MINNEAPOLIS MN 55486 TENANT MEALS 145050 1 136001 136001 RENTAL INCOME 532000 1135042 1135042 ELDERLY/CONGREGATE 532000 171960 171960 1307002 119138 119138 520686 334982 185704 185704 185704 1747845 1307002 0 304842 X 200000 200000 269095 88941 180154 9481 3134 6347 69775 23062 46713 19536 6457 13079 105477 105477 14125 14125 12103 12103 286260 286260 40602 17394 23208 430619 406132 24487 1045 1045 33 33 213071 213071 SOCIAL SERVICE EXPENSE 43875 43875 DUES AND SUBSCRIPTIONS 11885 11885 1726982 1300244 426738 0 507252 419822 5512 11008 13033 14018 7276004 5186389 2180732 2089615 1904663 1958609 208597 208433 4819789 4701505 49533 62598 30681 0 150994 137541 4279365 4150172 34355 150545 4544928 4500856 X 274861 200649 274861 200649 4819789 4701505 20863 -95075 0 X 0 1 X 1 0 X 136001 136001 1534105 1536423 1534068 1484475 1307002 7396073 1534105 1536423 1534068 1484475 1443003 7532074 0 192183 338536 298181 406277 464220 1699397 192183 338536 298181 406277 464220 1699397 5832677 63420 104519 70981 55807 119138 413865 63420 104519 70981 55807 119138 413865 1597525 1640942 1605049 1540282 1562141 7945939 0.73400 0.77470 0.05210 0.04440 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 23207 23207 6698224 4725608 1972616 554573 460781 93792 2089615 DUE TO RELATED PARTY 150055 CAPITAL LEASE OBLIGATIONS 490 150545 X PART IV, LINE 2B: THE CORPORATION IS THE TRUSTEE OF VARIOUS TENANT FUNDS AND HAS A FIDUCIARY RESPONSIBILITY FOR THE ADMINISTRATION OF THESE FUNDS. THESE FUNDS ARE ON DEPOSIT IN SEPARATE BANK ACCOUNTS AND INVESTMENTS. 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 INTERNAL REVENUE CODE AND APPLICABLE STATE CODES. THE ORGANIZATION FOLLOWS THE GUIDANCE IN THE INCOME TAX STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. THIS PRESCRIBES RECOGNITION AND MEASUREMENT OF TAX PROVISIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. THE APPLICATION OF THIS STANDARD HAS NO IMPACT ON THE ORGANIZATION'S FINANCIAL STATEMENTS. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. THE ORGANIZATION REPORTS ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR EXCISE OR OTHER TAXES AND FILES ALL PROPER RETURNS RELATED TO THESE ACTIVITIES. PART XII, LINE 4B - OTHER ADJUSTMENTS: TRANSFER TO RELATED FACILITIES 1 LYNGBLOMSTEN FOUNDATION 1415 ALMOND AVENUE ST PAUL MN 55108 363371887 501(C)(3) 200000 0 N/A N/A SUPPORT FOR OTHER ORGANIZATIONS 1 0 PART I, LINE 2: HERITAGE APARTMENTS MAKES INTERCOMPANY TRANSFERS TO RELATED ORGANIZATIONS. ALL RELATED ORGANIZATIONS ARE UNDER COMMON MANAGEMENT WHO REGULARLY MONITORS THE USE OF THESE FUNDS THROUGH THE INTERNAL FINANCIAL REPORTING PROCESS. 0 0 0 0 0 0 0 0 0 JEFF HEINECKE PRESIDENT & CEO 0 179106 0 10205 0 11458 0 8325 0 31365 0 240459 0 0 BRADLEY J JACOBSON CFO 0 143176 0 9877 0 0 0 6536 0 35278 0 194867 0 0 LINE 1, PART 3 LYNGBLOMSTEN CARE CENTER, INC. PAYS THE COMPENSATION FOR THE OFFICERS AND EMPLOYEES OF THE ORGANIZATION. HERITAGE 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 III, LINE 3 IN AUGUST 2021, THE HERITAGE APARTMENTS BECAME LICENSED AS AN ASSISTED LIVING FACILITY. THIS CHANGE WAS NEEDED DUE TO A NEW ASSISTED LIVING LAW THAT TOOK EFFECT FOR THE STATE OF MINNESOTA THAT MONTH. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE IS MADE UP OF THE CHAIR, VICE CHAIR, TREASURER, AND SECRETARY OF THE BOARD ALONG WITH PRESIDENT/CEO OF THE CORPORATION. ALL ITEMS APPROVED BY THE EXECUTIVE COMMITTEE ARE REAFFIRMED BY THE FULL BOARD AT THEIR NEXT MEETING. FORM 990, PART VI, SECTION A, LINE 6 THE BOARD OF DIRECTORS OF LYNGBLOMSTEN ARE THE MEMBERS OF HERITAGE APARTMENTS, INC. FORM 990, PART VI, SECTION A, LINE 7A THE CORPORATE CONGREGATIONS SEND DELEGATES TO THE LYNGBLOMSTEN ANNUAL MEETING, WHO, AS MEMBERS OF LYNGBLOMSTEN, ELECT THE LYNGBLOMSTEN BOARD. THE LYNGBLOMSTEN'S BOARD OF DIRECTORS ELECTS THE MEMBERS OF THE LYNGBLOMSTEN SENIOR HOUSING, INC., BOARD OF DIRECTORS. HERITAGE APARTMENT'S BOARD OF DIRECTORS CONSISTS SOLELY OF DULY ELECTED AND QUALIFIED OFFICERS OF THE BOARD OF DIRECTORS OF LYNGBLOMSTEN SENIOR HOUSING, INC. ELECTION AS AN OFFICER OF LYNGBLOMSTEN SENIOR HOUSING, INC. CONSTITUTES ELECTION AS A DIRECTOR OF HERITAGE APARTMENTS FOR THE SAME TERM. FORM 990, PART VI, SECTION A, LINE 7B CHANGES IN THE BY LAWS AND ARTICLES OF INCORPORATION REQUIRE MEMBERSHIP APPROVAL. FORM 990, PART VI, SECTION B, LINE 11B THE CEO, CFO, AND CONTROLLER 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. PAPER COPIES ARE AVAILABLE AT THE BOARD MEETING FOR FURTHER DISCUSSION AND BOARD APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C AN UPDATED CONFLICT OF INTEREST POLICY IS SIGNED BY ALL OFFICERS, DIRECTORS, AND KEY EMPLOYEES ANNUALLY. THIS POLICY IS MONITORED BY THE CORPORATE COMPLIANCE OFFICER AND IF ANY CONFLICTS OF INTEREST EXIST, THAT INDIVIDUAL IS EXCLUDED FROM PARTICIPATION AND VOTING ON RELATED TRANSACTIONS. UPON COMPLETION OF THE CONFLICT OF INTEREST STATEMENTS, THE RESULTS/CONFLICTS ARE REPORTED TO THE EXECUTIVE COMMITTEE OF THE BOARD AND RECORDED IN THEIR MINUTES. FORM 990, PART VI, SECTION B, LINE 15A THE LYNGBLOMSTEN BOARD'S EXECUTIVE COMMITTEE REVIEWS AND SETS THE CEO'S COMPENSATION ANNUALLY AND PERFORMS A COMPENSATION STUDY PERIODICALLY, LAST COMPLETED IN 2021. FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G PURCHASED FOOD SERVICES: PROGRAM SERVICE EXPENSES 143,097. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 143,097. SECURITY CONTRACTS: PROGRAM SERVICE EXPENSES 51,019. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 51,019. REPAIRS AND MAINTENANCE CONTRACTS: PROGRAM SERVICE EXPENSES 37,508. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 37,508. OTHER PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 54,636. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 54,636. LYNGBLOMSTEN APARTMENTS INC 1415 ALMOND AVE ST PAUL MN 55108 411327121 LOW INCOME SENIOR HOUSING MN 501(C)3 LINE 10 LYNGBLOMSTEN LYNGBLOMSTEN SENIOR HOUSING INC 0 LYNGBLOMSTEN FOUNDATION 1415 ALMOND AVE ST PAUL MN 55108 363371887 COMMUNITY FUND RAISING MN 501(C)3 LINE 7 LYNGBLOMSTEN 0 LYNGBLOMSTEN SERVICES INC 1415 ALMOND AVE ST PAUL MN 55108 411760448 SENIOR CENTER, COMMUNITY SERVICES, HOME HEALTH MN 501(C)3 LINE 10 LYNGBLOMSTEN 0 LYNGBLOMSTEN 1415 ALMOND AVE ST PAUL MN 55108 410693865 MANAGEMENT OVERSIGHT TO ALL LYNGBLOMSTEN ORGANIZATIONS MN 501(C)3 LINE 10 N/A 0 LYNGBLOMSTEN CARE CENTER INC 1415 ALMOND AVE ST PAUL MN 55108 411310487 NURSING CARE TO ELDERLY MN 501(C)3 LINE 10 LYNGBLOMSTEN 0 LYNGBLOMSTEN SENIOR HOUSING INC 1415 ALMOND AVE ST PAUL MN 55108 411913422 MANAGEMENT OVERSIGHT SERVICES TO LYNGBLOMSTEN APTS & HERITAGE APTS MN 501(C)3 LINE 10 LYNGBLOMSTEN 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 0