2019-11-13T12:46:54-06:00 2018-12-31 410746749 CLIFTONLARSONALLEN LLP 220 SOUTH SIXTH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2018-01-01 411913420 HERITAGE APARTMENTS INC HERI 6516462941 1415 ALMOND AVENUE ST PAUL MN 55108 BRADLEY J JACOBSON CFO 6516462941 2019-11-12 1 CORY RUTLEDGE P01329381 6123764500 2019-11-12 67.137.57.251 2019-11-12 13:04:16 CS P DBE5E9100BD705C5801F05FB9419F1388E8E9FDA A5795B2AF6391D8EE41853777EBEE033D1D6DDEC 2018 2020-03-31 21:24:44Z JEFF HEINECKE 1415 ALMOND AVENUE ST PAUL MN 55108 1711929 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 85 0 0 0 0 1534105 1536423 145571 132325 0 0 1679676 1668748 100000 142210 0 0 333119 346235 0 0 0 1084444 1034861 1517563 1523306 162113 145442 5052747 4615633 1971515 1646566 3081232 2969067 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. 1 0 1134072 142210 1536423 IN 2018, THE HERITAGE APARTMENTS SERVED 73 OLDER ADULTS. WITH NOON MEALS, EDUCATIONAL AND SOCIAL EVENTS (INCLUDING THE ARTS), WORSHIP SERVICES AND BIBLE STUDIES, SHUTTLE BUS, EXERCISE GROUPS, AND HEALTH CHECKS, SENIORS CAN ENJOY THEIR INDEPENDENCE WITH PEACE OF MIND. A SERVICE COORDINATOR ASSISTS TENANTS WITH FINDING APPROPRIATE SERVICES/RESOURCES, COMPLETING PAPERWORK, ETC.-BRINGING PEACE OF MIND TO THE TENANTS AND THEIR FAMILIES. ASSISTED LIVING SERVICES ARE AVAILABLE 24/7 THROUGH LYNGBLOMSTEN HOME HEALTH SERVICES. HERITAGE APARTMENTS, INC. IS AFFILIATED WITH LYNGBLOMSTEN AND THE EVANGELICAL LUTHERAN CHURCH IN AMERICA. 1134072 1 0 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 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 0 0 0 MN X BRADLEY J JACOBSON 6516325310 1415 ALMOND AVENUE ST PAUL MN 55108 ANDREW LOWTHER CHAIR (THROUGH MAY 2018) 1.00 5.00 X X 0 0 0 TRUPTI STORLI CHAIR 1.00 5.00 X X 0 0 0 PAMELA DRAGSETH VICE CHAIR 1.00 5.00 X X 0 0 0 WILLIAM STACEY TREASURER (THROUGH MAY 2018) 1.00 4.00 X X 0 0 0 JIM STENDER TREASURER 1.00 4.00 X X 0 0 0 JANE DANIELSON SECRETARY 1.00 4.00 X X 0 0 0 JEFF HEINECKE PRESIDENT & CEO 1.00 39.00 X X 0 173699 39315 BRADLEY J JACOBSON CFO 1.00 39.00 X 0 138258 38906 MARY SIMON HOUSING MANAGER 40.00 0.00 X 62650 0 16195 62650 311957 94416 0 0 1 0 NEW HORIZON FOODS INC PO BOX 860246 MINNEAPOLIS MN 55486 FOOD SERVICE 176015 1 RENTAL INCOME 623000 1316749 1316749 ELDERLY/CONGREGATE 623000 219674 219674 1536423 104519 104519 70933 54 43155 26 27778 28 27806 27806 1668748 1536423 0 132325 X 142210 142210 78845 78845 185640 88051 97589 7047 3436 3611 56986 25015 31971 17717 6283 11434 111350 111350 1333 1333 10361 10361 261584 261584 38501 20027 18474 345916 324586 21330 2936 2936 61 61 237590 237590 SOCIAL SERVICE EXPENSE 21282 21282 DUES AND SUBSCRIPTIONS 3947 3947 1523306 1134072 389234 0 277850 136805 34853 0 4345 2177 13484 14014 7126718 4599703 2703013 2527015 1821129 1733420 198073 202202 5052747 4615633 39728 33124 157198 170722 1728235 1396089 46354 46631 1971515 1646566 X 3081232 2969067 3081232 2969067 5052747 4615633 145442 -257607 0 X 0 1 X 1 0 X 5943 5943 1404298 1436882 1492745 1534105 1536423 7404453 1404298 1436882 1498688 1534105 1536423 7410396 0 136967 120743 201128 192183 338536 989557 136967 120743 201128 192183 338536 989557 6420839 86679 93512 57477 63420 104519 405607 86679 93512 57477 63420 104519 405607 1490977 1530394 1556165 1597525 1640942 7816003 0.82150 0.82190 0.05190 0.04660 X 0 1 X 23207 23207 6580816 4202249 2378567 522695 397454 125241 2527015 DUE TO RELATED PARTY 45076 CAPITAL LEASE OBLIGATIONS 1555 46631 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. 1 LYNGBLOMSTEN FOUNDATION 1415 ALMOND AVENUE ST PAUL MN 55108 363371887 501(C)(3) 100000 SUPPORT FOR OTHER ORGANIZATIONS LYNGBLOMSTEN SERVICES INC 1415 ALMOND AVENUE ST PAUL MN 55108 411760448 501(C)(3) 42210 SUPPORT FOR THE ARTFUL LIVING PROGRAMS 2 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 166686 0 3118 0 3895 0 7315 0 32000 0 213014 0 0 BRADLEY J JACOBSON CFO 0 133872 0 4386 0 0 0 5900 0 33006 0 177164 0 0 PART 1, LINE 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 2 IN COOPERATION WITH SEVERAL COMMUNITY PARTNERS, INCLUDING LYNGBLOMSTEN, A NEW BUS SERVICE ROUTE BEGAN ON TUESDAYS IN 2018 TO BETTER SERVE OLDER ADULTS LIVING IN THE ROSEVILLE, MN COMMUNITY. THE BUS ROUTE IS PROVIDED BY NEWTRAX, A NONPROFIT THAT OFFERS TRANSPORTATION SERVICES. THE ROUTE MAKES STOPS AT LYNGBLOMSTEN AND IS USED BY TENANTS OF THE LYNGBLOMSTEN APARTMENTS AND THE HERITAGE AT LYNGBLOMSTEN. 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. 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 172,928. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 172,928. SECURITY CONTRACTS: PROGRAM SERVICE EXPENSES 47,583. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 47,583. REPAIRS AND MAINTENANCE CONTRACTS: PROGRAM SERVICE EXPENSES 35,207. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 35,207. OTHER PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 5,866. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,866. 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