JONES-HARRISON RESIDENCE CORPORATION: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- JONES-HARRISON RESIDENCE CORPORATION (EIN 41-0693899)
- Tax period
- 2015-10-01 to 2016-09-30
- Filed
- 2017-08-14
- IRS object ID
- 201702269349300230
- Schema version
- 2015v3.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule I
- Schedule J
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-08-14T08:49:57-05:00 | ReturnTs |
| Tax Period End | 2016-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 SOUTH SIXTH STREET SUITE 300 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 410693899 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JONES-HARRISON RESIDENCE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JONE | BusinessNameControlTxt |
| Phone | 6129202030 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3700 CEDAR LAKE AVENUE | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55416 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | COLLEEN REMPFER | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 6129202030 | PhoneNum |
| Signature | 2017-08-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MATTHEW WOCKEN | PreparerPersonNm |
| PTIN | P01598291 | PTIN |
| Phone | 6123764500 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LOWELL BERGGREN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3700 CEDAR LAKE AVENUE | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55416 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $17,477,477 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.JONES-HARRISON.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1900 | FormationYr |
| Legal Domicile State | MN | LegalDomicileStateCd |
| Activity Or Mission | LONG TERM CARE FACILITY PROVIDING SKILLED NURSING CARE AND AN ASSISTED-LIVING FACILITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 351 | TotalEmployeeCnt |
| Total Volunteers | 175 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $590,139 | PYContributionsGrantsAmt |
| CY Contributions Grants | $752,820 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $15,335,708 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $16,621,387 | CYProgramServiceRevenueAmt |
| PY Investment Income | $13,751 | PYInvestmentIncomeAmt |
| CY Investment Income | -$6,000 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$80,592 | PYOtherRevenueAmt |
| CY Other Revenue | $81,965 | CYOtherRevenueAmt |
| PY Total Revenue | $15,859,006 | PYTotalRevenueAmt |
| CY Total Revenue | $17,450,172 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $10,210 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $18,666 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $10,308,903 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $11,082,351 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $145,756 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,675,294 | PYOtherExpensesAmt |
| CY Other Expenses | $6,650,309 | CYOtherExpensesAmt |
| PY Total Expenses | $16,994,407 | PYTotalExpensesAmt |
| CY Total Expenses | $17,751,326 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,135,401 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$301,154 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $19,995,851 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,772,496 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $13,734,096 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $14,051,335 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $6,261,755 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$278,839 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | HONORING THE FULL CIRCLE OF LIFE JONES-HARRISON RESIDENCE IS DEDICATED TO CONTINUING OUR CENTURY-LONG TRADITION OF OFFERING INNOVATIVE PROGRAMS AND SUPPORTIVE SERVICES TO OLDER ADULTS IN A LOVING, GRACIOUS SETTING. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $12,111,469 | ExpenseAmt |
| Grant | $18,666 | GrantAmt |
| Revenue | $13,560,921 | RevenueAmt |
| Desc | SKILLED NURSING CARE - LONG TERM AND SHORT TERM. LONG-TERM - JONES-HARRISON PROVIDES A PERMANENT HOME FOR RESIDENTS WHO NEED ROUND THE CLOCK NURSING ASSISTANCE. WE ASSESS EACH RESIDENT'S HEALTH, EMOTIONAL AND SPIRITUAL NEEDS, AND PROVIDE THE NECESSARY ASSISTANCE TO ENSURE THE BEST QUALITY OF LIFE IN A SAFE, SECURE ENVIRONMENT. OUR MEMORY CARE FLOOR CONSISTS OF 5 NEIGHBORHOODS WITH BRIGHT MURALS AND UNIQUE ENVIRONMENTS. EACH NEIGHBORHOOD HAS A FAMILY GREATROOM WITH A FUNCTIONING KITCHEN AND ALL MEALS ARE SERVED THERE EVERYDAY. EACH AND EVERY ASPECT GIVES RESIDENTS A FEELING OF COMFORT AND FAMILIARITY, AND MOST OF ALL, A SENSE OF HOME. IN 2016 WE WERE HOME TO 181 DIFFERENT RESIDENTS. SHORT TERM - OUR IN HOUSE THERAPY DEPARTMENT ALLOWS US TO PROVIDE INTENSIVE THERAPY IN 3 PRIMARY AREAS. PHYSICAL, OCCUPATIONAL, AND SPEECH. NURSES ARE STAFFED AROUND THE CLOCK AND THE STRONG RELATIONSHIP BETWEEN OUR NURSING AND THERAPY STAFFS ASSURE OUR DAILY INTERACTIONS ARE IN TUNE WITH THE RESTORATIVE PLAN FOR THE RESIDENT. WE TOOK CARE OF 160 PATIENTS IN OUR TRANSITIONAL CARE UNIT IN 2016. THE AVERAGE LENGTH OF STAY FOR OUR REHAB PATIENTS IS 23 DAYS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,852,741 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $2,074,469 | RevenueAmt |
| Desc | ASSISTED LIVING - IT'S NOT ONLY THE COMFORTABLE APARTMENTS THAT MAKE ASSISTED LIVING AT JONES-HARRISON SO SPECIAL. WE ALSO PROVIDE MANY OPPORTUNITIES TO ENJOY LIFE, DEEPEN EXISTING FRIENDSHIPS AND GAIN NEW FRIENDSHIPS. THE FOLLOWING SERVICES ARE BROUGHT DIRECTLY TO JONES-HARRISON ASSISTED LIVING RESIDENTS, DRY CLEANING, ON-SITE BEAUTY, BARBER AND GIFT SHOPS, GUEST MEALS, AUDIOLOGIST, OPHTHALMOLOGIST, PODIATRIST, CONSULTING PSYCHOLOGIST, PHYSICIAN VISITS, DENTAL SERVICES AND TRANSPORTATION TO DOCTORS ON TUESDAYS, AND PHARMACY AND LAB SERVICES. WE ALSO PROVIDE DAILY ACTIVITIES AND WEEKLY EVENT OUTINGS FOR OUR RESIDENTS. WE RENTED APARTMENTS TO 22 TENANTS THROUGHOUT FISCAL YEAR 2016. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $753,076 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $843,201 | RevenueAmt |
| Desc | HOME CARE FOR ASSISTED LIVING RESIDENTS - THE MAJORITY OF OUR RESIDENTS NEED SOME LEVEL OF ASSISTANCE WITH THEIR DAILY NEEDS. THIS MAY INCLUDE MEDICINE SET UP AND ADMINISTRATION, HELP WITH PERSONAL CARE, LAUNDRY, HEALTHCARE AND SUPPORTIVE CARE SERVICES. WE'RE STAFFED DURING OFFICE HOURS WITH AN RN/LPN AND HOME HEALTH AIDES ARE ON DUTY 24 HOURS A DAY. OUR HOMECARE STAFF CARE FOR OVER 52 TENANTS A MONTH WITH THESE SERVICES. IT ALLOWS SOME TENANTS TO STAY AND LIVE IN THEIR APARTMENTS RATHER THAN HAVING TO MOVE TO A NURSING HOME. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $127,533 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $142,796 | RevenueAmt |
| Desc | WELLNESS CENTER AND ARTHRITIS SERVICES - THE WASIE WELLNESS CENTER IS OUR REVOLUTIONARY CENTER FOR WELLNESS AND ARTHRITIS CARE. PROGRAMS ARE CUSTOMIZED TO EACH INDIVIDUAL TO HELP CLIENTS STAY ACTIVE AND STRONG. COMPLETE WITH A WARM WATER THERAPY POOL, HIGH TECH FITNESS MACHINES, MASSAGE THERAPY, AND A JUICE BAR, WE TAKE FITNESS FOR OLDER ADULTS TO A WHOLE NEW LEVEL. THE WELLNESS CENTER OFFERS A VARIETY OF HOLISTIC WATER AND LAND BASED PROGRAMS, INCLUDING CHOICES LIKE AI CHI AND YOGA. THERE'S ALSO AN IN-HOUSE MASSAGE THERAPIST TO HELP GET OUT ALL THE KINKS. ARTHRITIS CARE RANGES FROM COMFORT MODALITIES AND LAND/WARM WATER EXERCISES TO SIMPLE, CUSTOM ALTERATIONS TO A RESIDENT'S ROOM. SERVICES INCLUDE CONSULTATIONS, WARM WATER POOL EXERCISE, PARAFFIN WAXES, HOT PACK TREATMENTS, STRENGTH TRAINING, MASSAGE, AND FLEXIBILITY EXERCISES. ABOUT 62 PEOPLE A MONTH (INCLUDING RESIDENTS, TENANTS AND EMPLOYEES) TAKE ADVANTAGE OF THESE SERVICES EACH MONTH. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $127,533 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $142,796 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $14,844,819 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 45 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 351 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COLLEEN REMPFER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6129202030 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3700 CEDAR LAKE AVENUE | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55416 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| MARY THORPE-MEASE | ||||||||
| CHAIR | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BARBARA LOUIS | ||||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MARCIA DIRACLES | ||||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JOHN OAKES | ||||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ROBERT SCHEMBER | ||||||||
| TREASURER (THRU JAN 2016) | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| SHARON AADALEN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JENNIFER ANDERSON | ||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| AKLILU DUNLAP | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DELORES FLETCHER | ||||||||
| DIRECTOR (THRU JAN 2016) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LARRY KRIEDBERG | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARY KILLIAN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GINI KIRSCHT | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ANTHONY LANDO | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LESLEY NOVICH | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| HAMPTON RICH | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JUDY TUCKER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KELLY WINDORSKI | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LOWELL BERGGREN | ||||||||
| PRESIDENT/CEO | 40.00 | 3.00 | Yes (X) | $177,662 | $0 | $19,344 | ||
| COLLEEN REMPFER | ||||||||
| COO/CFO | 36.00 | 3.00 | Yes (X) | $116,965 | $0 | $16,637 | ||
| LIBBY LINDBERG | ||||||||
| DIRECTOR OF NURSING | 40.00 | $100,125 | $0 | $1,502 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $394,752 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $37,483 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| AVIANDS | |||||
| 1751 COUNTY ROAD B WEST | ST PAUL | MN | 55113 | FOOD SERVICE | $1,098,051 |
| UNIDINE CORPORATION | |||||
| PO BOX 360639 | PITTSBURGH | PA | 15251 | FOOD SERVICE | $458,845 |
| TEXTILE CARE SERVICES | |||||
| 225 WOOD LAKE DRIVE SE | ROCHESTER | MN | 55904 | LAUNDRY | $136,391 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $500,000 | RelatedOrganizationsAmt |
| Government Grants | $29,803 | GovernmentGrantsAmt |
| All Other Contributions | $223,017 | AllOtherContributionsAmt |
| Total Contributions | $752,820 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PROGRAM SERVICE REVENUE | 623000 | $16,478,591 | $16,478,591 |
| WELLNESS CENTER REVENUE | 621400 | $98,309 | $98,309 |
| FLOATING THERAPY REVENUE | 623000 | $25,392 | $25,392 |
| ARTHRITIS RESOURCES REVENUE | 623000 | $19,095 | $19,095 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $16,621,387 | TotalProgramServiceRevenueAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $181 | TotalRevenueColumnAmt |
| Exclusion | $181 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $26,411 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $26,411 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $26,411 | TotalRevenueColumnAmt |
| Exclusion | $26,411 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $143 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $6,324 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $143 | SecuritiesAmt |
| Other | -$6,324 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$6,181 | TotalRevenueColumnAmt |
| Exclusion | -$6,181 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $707 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $13,976 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$13,269 | TotalRevenueColumnAmt |
| Exclusion | -$13,269 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $5,309 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $7,005 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,696 | TotalRevenueColumnAmt |
| Exclusion | -$1,696 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| MEAL INCOME | 623000 | $25,258 | $25,258 |
| PHONE REVENUE | 623000 | $22,540 | $22,540 |
| MISCELLANEOUS REVENUE | 623000 | $14,709 | $14,709 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,012 | TotalRevenueColumnAmt |
| Exclusion | $8,012 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $70,519 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,450,172 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $16,621,387 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $75,965 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,666 | TotalAmt |
| Program Services | $18,666 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $340,079 | TotalAmt |
| Management And General | $340,079 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,162,046 | TotalAmt |
| Program Services | $8,223,641 | ProgramServicesAmt |
| Management And General | $877,513 | ManagementAndGeneralAmt |
| Fundraising | $60,892 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,775 | TotalAmt |
| Program Services | $65,321 | ProgramServicesAmt |
| Management And General | $6,970 | ManagementAndGeneralAmt |
| Fundraising | $484 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $786,259 | TotalAmt |
| Program Services | $705,728 | ProgramServicesAmt |
| Management And General | $75,305 | ManagementAndGeneralAmt |
| Fundraising | $5,226 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $721,192 | TotalAmt |
| Program Services | $647,325 | ProgramServicesAmt |
| Management And General | $69,074 | ManagementAndGeneralAmt |
| Fundraising | $4,793 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,328 | TotalAmt |
| Program Services | $35,328 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,314 | TotalAmt |
| Management And General | $22,314 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,650 | TotalAmt |
| Management And General | $45,650 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,925 | TotalAmt |
| Management And General | $2,925 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,843,502 | TotalAmt |
| Program Services | $1,641,116 | ProgramServicesAmt |
| Management And General | $158,615 | ManagementAndGeneralAmt |
| Fundraising | $43,771 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,667 | TotalAmt |
| Program Services | $105 | ProgramServicesAmt |
| Management And General | $62,562 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $360,832 | TotalAmt |
| Program Services | $182,870 | ProgramServicesAmt |
| Management And General | $177,821 | ManagementAndGeneralAmt |
| Fundraising | $141 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,332 | TotalAmt |
| Program Services | $9,120 | ProgramServicesAmt |
| Management And General | $53,756 | ManagementAndGeneralAmt |
| Fundraising | $9,456 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $584,717 | TotalAmt |
| Program Services | $545,170 | ProgramServicesAmt |
| Management And General | $39,547 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,837 | TotalAmt |
| Management And General | $26,837 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,078 | TotalAmt |
| Program Services | $1,457 | ProgramServicesAmt |
| Management And General | $41,621 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $524,938 | TotalAmt |
| Program Services | $524,938 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $724,825 | TotalAmt |
| Program Services | $724,825 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $149,294 | TotalAmt |
| Program Services | $23,209 | ProgramServicesAmt |
| Management And General | $126,085 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| FOOD EXPENSES | $602,490 | $602,404 | $86 |
| MDH LICENSE/SURCHARGE | $474,676 | $474,676 | |
| MEDICAL SUPPLIES | $304,250 | $304,250 | |
| DRUGS | $206,799 | $206,799 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $562,855 | TotalAmt |
| Program Services | $382,547 | ProgramServicesAmt |
| Management And General | $159,315 | ManagementAndGeneralAmt |
| Fundraising | $20,993 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,751,326 | TotalAmt |
| Program Services | $14,844,819 | ProgramServicesAmt |
| Management And General | $2,760,751 | ManagementAndGeneralAmt |
| Fundraising | $145,756 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $706,867 | BOYAmt |
| EOY | $553,053 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,275 | BOYAmt |
| EOY | $10,600 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $763,045 | BOYAmt |
| EOY | $1,055,756 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $164,837 | BOYAmt |
| EOY | $143,165 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $126,058 | BOYAmt |
| EOY | $148,812 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $35,710,965 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $25,785,797 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,435,048 | BOYAmt |
| EOY | $9,925,168 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,177,336 | BOYAmt |
| EOY | $1,576,518 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,602,385 | BOYAmt |
| EOY | $359,424 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,995,851 | BOYAmt |
| EOY | $13,772,496 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,488,917 | BOYAmt |
| EOY | $1,901,642 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,000 | BOYAmt |
| EOY | $35,000 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,105,000 | BOYAmt |
| EOY | $12,005,000 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $97,197 | BOYAmt |
| EOY | $109,693 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,982 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,734,096 | BOYAmt |
| EOY | $14,051,335 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$844,786 | BOYAmt |
| EOY | -$1,147,210 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,876,035 | BOYAmt |
| EOY | $629,551 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $230,506 | BOYAmt |
| EOY | $238,820 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,261,755 | BOYAmt |
| EOY | -$278,839 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,995,851 | BOYAmt |
| EOY | $13,772,496 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$301,154 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$400 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$6,239,040 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $556,356 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $692,968 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $733,570 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $590,139 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $752,820 | CurrentTaxYearAmt |
| Total | $3,325,853 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,524,544 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,229,571 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,185,345 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,357,465 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,627,403 | CurrentTaxYearAmt |
| Total | $77,924,328 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $104,254 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $55,810 | CurrentTaxYearAmt |
| Total | $160,064 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,080,900 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,922,539 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,918,915 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,051,858 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,436,033 | CurrentTaxYearAmt |
| Total | $81,410,245 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $87,387 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,455 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,970 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $94,971 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,556 | CurrentTaxYearAmt |
| Total | $208,339 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $87,387 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,455 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,970 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $94,971 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,556 | CurrentTaxYearAmt |
| Total | $208,339 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $81,201,906 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,516 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $30,018 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,463 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $32,751 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $26,592 | CurrentTaxYearAmt |
| Total | $116,340 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,516 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $30,018 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,463 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $32,751 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $26,592 | CurrentTaxYearAmt |
| Total | $116,340 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | -$214,896 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,709 | CurrentTaxYearAmt |
| Total | -$200,187 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,094,416 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,952,557 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,932,378 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,869,713 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,477,334 | CurrentTaxYearAmt |
| Total | $81,326,398 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99850 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99700 | PublicSupportPY509Pct |
| Investment Income CY | 0.00140 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00140 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | LOSS ON BOND REFINANCE - 2014 AMOUNT: $ -214,896. 2015 AMOUNT: $ 0. MISCELLANEOUS REVENUE - 2015 AMOUNT: $ 14,709. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $988,823 | OtherCostOrOtherBasisAmt |
| Book Value | $988,823 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $27,091,511 | OtherCostOrOtherBasisAmt |
| Depreciation | $19,563,007 | DepreciationAmt |
| Book Value | $7,528,504 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $445,181 | OtherCostOrOtherBasisAmt |
| Depreciation | $279,903 | DepreciationAmt |
| Book Value | $165,278 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,947,297 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,793,602 | DepreciationAmt |
| Book Value | $1,153,695 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $238,153 | OtherCostOrOtherBasisAmt |
| Depreciation | $149,285 | DepreciationAmt |
| Book Value | $88,868 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $9,925,168 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (7 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| MONEY MARKET | $833,011 | F |
| CORPORATE DEBT SECURITIES | $3,637 | F |
| CORPORATE EQUITY SECURITIES | $5,283 | F |
| CARECHOICE SECURITIES | $34,499 | F |
| CASH AND CASH EQUIVALENTS | $5,483 | F |
| PERPETUAL TRUSTS | $223,214 | F |
| CHARITABLE REMAINDER TRUST AGREEMENTS | $471,391 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $1,576,518 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | THE ESCROW OR CUSTODIAL ACCOUNT LIABILITY IS MADE UP OF RESIDENT TRUST FUNDS AND SECURITY DEPOSITS. THE RESIDENT TRUST FUNDS ARE FUNDS THAT THE RESIDENTS HAVE TO SPEND FOR ACTIVITIES AND OTHER INCIDENTALS. THE SECURITY DEPOSITS ARE DEPOSITS THAT RESIDENTS PUT DOWN TO SECURE THEIR ROOM. |
| PART X, LINE 2: | THE RESIDENCE IS OPERATED AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE FEDERAL INTERNAL REVENUE CODE AND APPLICABLE SECTIONS OF THE MINNESOTA STATUTES. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE RESIDENCE'S TAX-EXEMPT PURPOSE MAY BE SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. NO PROVISION FOR INCOME TAXES IS REFLECTED IN THESE STATEMENTS. ACCOUNTING STANDARDS PRESCRIBE A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE RESIDENCE HAS REVIEWED ITS TAX POSITION FOR ALL OPEN TAX YEARS AND CONCLUDED THAT THESE STANDARDS DO NOT HAVE AN IMPACT ON ITS FINANCIAL STATEMENTS. AS OF SEPTEMBER 30, 2016, THERE ARE NO UNCERTAIN TAX POSITIONS TO BE RECORDED. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 9 | RecipientCnt |
| Cash Grant | $18,666 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | INTERESTED INDIVIDUALS WHO MEET THE SCHOLARSHIP ELIGIBILITY CRITERIA, MUST SUBMIT A COMPLETED SCHOLARSHIP APPLICATION TO HUMAN RESOURCES BEFORE THE START OF THE SEMESTER. SCHOLARSHIP APPLICATIONS WILL BE REVIEWED AND APPROVED BY THE INDIVIDUAL DEPARTMENT MANAGER AND HUMAN RESOURCES. HUMAN RESOURCES WILL BE RESPONSIBLE TO NOTIFY THE EMPLOYEE OF THE STATUS OF THEIR APPLICATION. SCHOLARSHIPS WILL BE PAID DIRECTLY TO THE SCHOOL UPON COMPLETION OF EACH SEMESTER, THE SCHOLARSHIP RECIPIENT MUST PROVIDE HR WITH DOCUMENTS INDICATING COURSE COMPLETION AND GRADES RECEIVED. FAILURE TO ATTAIN AT LEAST A "C OR "PASS" FOR ALL COURSES WILL REQUIRE THE EMPOYEE TO REIMBURSE JONES-HARRISON FOR THE SCHOLARSHIP AWARDED FOR THAT PARTICULAR SEMESTER. JONES-HARRISON RESERVES THE RIGHT TO LIMIT THE AMOUNT OF FINANCIAL ASSISTANCE APPROVED EACH YEAR BASED ON AVAILABLE FUNDING. DECISIONS REGARDING THIS PROGRAM ARE AT THE DISCRETION OF THE MANAGEMENT STAFF. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LOWELL BERGGREN | PersonNm |
| Title | PRESIDENT/CEO | TitleTxt |
| Base Compensation Filing Org | $166,413 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $5,000 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $6,249 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $19,344 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $197,006 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITY OF ST LOUIS PARK MINNESOTA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 416005519 | BondIssuerEIN |
| CUSIP | 791748EZ5 | CUSIPNum |
| Bond Issued | 2015-08-31 | BondIssuedDt |
| Issue Price | $11,970,000 | IssuePriceAmt |
| Purpose | TO REFINANCE SERIES 2005 BONDS | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $11,970,000 | TotalProceedsAmt |
| In Reserve Fund | $417,333 | InReserveFundAmt |
| Refunding Escrow | $11,309,376 | RefundingEscrowAmt |
| Issuance Costs From Proceeds | $239,400 | IssuanceCostsFromProceedsAmt |
| Other Spent Proceeds | $3,891 | OtherSpentProceedsAmt |
| Current Refunding | Yes (1) | CurrentRefundingInd |
| Advance Refunding | 0 | AdvanceRefundingInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | Yes (1) | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | THERE SHALL BE AN EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS CONSISTING OF THE CHAIR, THE PRESIDENT, THE VICE CHAIR(S), THE SECRETARY, AND THE TREASURER, AND MAY INCLUDE, BY MAJORITY VOTE OF THE BOARD, ADDITIONAL DIRECTORS. THE EXECUTIVE COMMITTEE SHALL HAVE THE AUTHORITY OF THE BOARD IN THE MANAGEMENT OF THE BUSINESS OF THIS CORPORATION IN THE INTERVAL BETWEEN BOARD MEETINGS, AND THE EXECUTIVE COMMITTEE SHALL AT ALL TIMES BE SUBJECT TO THE CONTROL AND DIRECTION OF THE BOARD. THE EXECUTIVE COMMITTEE SHALL HAVE SUCH OTHER DUTIES AS MAY BE PRESCRIBED BY THE BOARD FROM TIME TO TIME. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE CEO AND CFO REVIEW THE FORM 990 AND A COPY IS PROVIDED TO THE GOVERNING BODY PRIOR TO FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH INTERESTED PERSON OF JONES-HARRISON RESIDENCE SHALL, ANNUALLY, EXECUTE A STATEMENT AFFIRMING HIS OR HER RECEIPT OF, READING OF, UNDERSTANDING OF, AND AGREEMENT WITH THIS CONFLICT OF INTEREST PROVISION AND ALL POLICIES ADOPTED BY JONES-HARRISON RESIDENCE REGARDING CONFLICT OF INTEREST, AND HIS OR HER UNDERSTANDING THAT JONES-HARRISON RESIDENCE IS A CHARITABLE ORGANIZATION WHICH AT ALL TIMES MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX EXEMPT PURPOSES IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION. FOR PURPOSES OF THIS PROVISION, A PERSON SHALL BE DEEMED TO BE AN "INTERESTED PERSON" IF THE PERSON IS A DIRECTOR, OFFICER, KEY EMPLOYEE, OR MEMBER OF A COMMITTEE OF JONES-HARRISON RESIDENCE. AN INTERESTED PERSON SHALL BE DEEMED TO BE "INTERESTED" IN A MATTER, CONTRACT, TRANSACTION OR OTHER ACTION OF JONES-HARRISON RESIDENCE IF HE OR SHE IS INVOLVED IN THE MATTER OR IS THE PARTY (OR ONE OF THE PARTIES) PROPOSING TO CONTRACT OR OTHERWISE RELATE TO JONES-HARRISON RESIDENCE, OR IS A SHAREHOLDER, PARTNER, EMPLOYEE, OFFICER, OR DIRECTOR OF, OR HAS A MATERIAL FINANCIAL OR INFLUENTIAL INTEREST IN, EITHER DIRECTLY OR INDIRECTLY AND EITHER ACTUAL OR POTENTIAL, THROUGH BUSINESS, INVESTMENT OR FAMILY, OR HAS AN ACTUAL OR POTENTIAL COMPENSATION ARRANGEMENT (INCLUDING DIRECT AND INDIRECT REMUNERATION AS WELL AS GIFTS OR FAVORS WHICH ARE NOT INSUBSTANTIAL) WITH, THE ENTITY PROPOSING TO CONTRACT OR OTHERWISE RELATE TO JONES-HARRISON RESIDENCE. ANY INTERESTED PERSON WHO IS INTERESTED IN A MATTER, CONTRACT, TRANSACTION OR OTHER ACTION PRESENTED TO THE BOARD OR A COMMITTEE FOR ACTION, AUTHORIZATION, APPROVAL, OR RATIFICATION SHALL, WITHOUT REQUEST, MAKE A PROMPT, FULL, AND FRANK DISCLOSURE OF HIS OR HER INTEREST THEREIN TO THE BOARD OR THE COMMITTEE, PRIOR TO ACTION UPON THE MATTER, CONTRACT, TRANSACTION, OR OTHER ACTION. THE DISCLOSURE (IF REQUIRED) SHALL INCLUDE ALL MATERIAL FACTS ABOUT THE MATTER, CONTRACT, OR TRANSACTION. THE INTERESTED PERSON SHALL THEN REMOVE HIMSELF OR HERSELF FROM THE MEETING ROOM OR FROM THE COMMUNICATION MEANS BY WHICH THE MEETING IS BEING HELD. THE BODY TO WHICH THE DISCLOSURE IS MADE SHALL THEREUPON DETERMINE, BY MAJORITY VOTE, WHETHER THE DISCLOSURE SHOWS THAT A CONFLICT OF INTEREST EXISTS OR CAN REASONABLY BE DEEMED TO EXIST. IF THE BODY TO WHICH THE DISCLOSURE IS MADE DETERMINES THAT A CONFLICT EXISTS OR CAN REASONABLY BE DEEMED TO EXIST, THAT FACT SHALL BE NOTED IN THE MINUTES OF THE MEETING AT WHICH THE MATTER, CONTRACT, OR TRANSACTION IS CONSIDERED OR ACTED UPON, AND THE INTERESTED PERSON SHALL NOT VOTE ON, NOR USE HIS OR HER PERSONAL INFLUENCE ON, NOR PARTICIPATE FURTHER (OTHER THAN TO PRESENT FACTUAL INFORMATION OR TO RESPOND TO QUESTIONS) IN, THE DISCUSSION OR DELIBERATIONS WITH RESPECT TO THE MATTER, CONTRACT, TRANSACTION OR OTHER ACTION. THE INTERESTED PERSON SHALL NOT BE COUNTED IN DETERMINING THE PRESENCE OF A QUORUM AT ANY MEETING WHERE THE MATTER, CONTRACT, TRANSACTION, OR OTHER ACTION IS CONSIDERED OR ACTED UPON. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE CEO IS REVIEWED BY THE EXECUTIVE COMMITTEE OF THE BOARD. WAGE SCALES FOR ALL CLASSIFICATIONS OF EMPLOYEES ARE DETERMINED BASED ON THE AGING WITH SERVICES ANNUAL SURVEY OF NON-PROFITS IN THEIR MEMBERSHIP. JONES-HARRISON TARGETS THE 75TH PERCENTILE OF FREESTANDING, UNATTACHED TO A HOSPITAL, NON-PROFIT, LARGE NURSING HOME AND ASSISTED LIVING CRITERIA. THE CEO'S COMPENSATION WAS LAST REVIEWED IN 2016. |
| FORM 990, PART VI, SECTION C, LINE 19 | FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, AND GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). |
| FORM 990, PART IX, LINE 11G | DIETARY SERVICES: PROGRAM SERVICE EXPENSES 1,281,605. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,281,605. OTHER SERVICES: PROGRAM SERVICE EXPENSES 359,511. MANAGEMENT AND GENERAL EXPENSES 158,615. FUNDRAISING EXPENSES 43,771. TOTAL EXPENSES 561,897. |
| FORM 990, PART XI, LINE 9: | PRIOR YEAR INTEREST IN JONES-HARRISON FOUNDATION -6,239,040. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JONES-HARRISON FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3700 CEDAR LAKE AVENUE | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55416 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363414818 | EIN |
| Primary Activities | FOUNDATION THAT SUPPORTS JONES-HARRISON RESIDENCE | PrimaryActivitiesTxt |
| Legal Domicile State | MN | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 11A, I | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JONES-HARRISON RESIDENCE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JONES-HARRISON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionTypeTxt |
| Involved | $500,000 | InvolvedAmt |
| Method Of Amount Determination | CASH | MethodOfAmountDeterminationTxt |