2016-07-21T11:22:34-05:00 2015-12-31 410746749 CLIFTONLARSONALLEN LLP 220 SOUTH SIXTH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2015-01-01 411327121 LYNGBLOMSTEN APARTMENTS INC LYNG 6516462941 1415 ALMOND AVE ST PAUL MN 55108 BRADLEY J JACOBSON CFO 6516462941 2016-06-30 1 CORY RUTLEDGE P01329381 6123764500 2015 2016-09-27 15:27:22Z JEFF HEINECKE 1415 ALMOND AVE ST PAUL MN 55108 1165610 0 9386 X WWW.LYNGBLOMSTEN.ORG X 1977 MN TO PROVIDE A MINISTRY OF COMPASSIONATE CARE AND INNOVATIVE SERVICES TO OLDER ADULTS. 5 4 0 86 0 0 0 0 1187001 1160251 -178 -664 6423 5125 1193246 1164712 0 0 0 0 392829 410196 0 0 0 961914 983241 1354743 1393437 -161497 -228725 4669971 4320906 4806274 4685934 -136303 -365028 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 1 1061164 0 1160251 IN 2015, LYNGBLOMSTEN APARTMENTS SERVED 143 LOW-INCOME OLDER ADULTS, AN INCREASE OF 7.5 PERCENT FROM 2014. CONTRIBUTING TO THEIR OVERALL HEALTH AND WELLNESS, TENANTS ENJOY NOON MEALS AND SOCIALIZING TOGETHER IN THE DINING ROOM, EDUCATIONAL AND SOCIAL EVENTS (INCLUDING THE ARTS), MOVIES, DEVOTIONS AND BIBLE STUDIES, HEALTH CHECKS, AND SPECIAL EVENTS. 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. 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. LYNGBLOMSTEN APARTMENTS, INC. IS AFFILIATED WITH LYNGBLOMSTEN AND THE EVANGELICAL LUTHERAN CHURCH IN AMERICA. 1061164 1 0 0 0 0 0 0 0 1 0 1 0 0 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 4 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 WILLIAM C SANDER CHAIR/FORMER VICE CHAIR 1.00 4.00 X X 0 0 0 CHARLES NORTON FORMER CHAIR (THROUGH MAY) 1.00 4.00 X X 0 0 0 ANDREW LOWTHER VICE CHAIR 1.00 4.00 X X 0 0 0 WILLIAM STACEY TREASURER 1.00 3.00 X X 0 0 0 JANE DANIELSON SECRETARY 1.00 3.00 X X 0 0 0 WESLEY JOHNSON FORMER SECRETARY (THROUGH MAY) 1.00 3.00 X X 0 0 0 JEFF HEINECKE PRESIDENT & CEO 2.90 37.10 X X 11812 153386 28097 BRADLEY J JACOBSON CFO 1.00 39.00 X 0 133816 16340 JILL HULT HOUSING MANAGER 40.00 X 64341 0 21322 76153 287202 65759 0 0 1 0 NEW HORIZON FOODS INC PO BOX 860246 MINNEAPOLIS MN 55486 FOOD SERVICE 122877 1 TENANT ASSIST PAYMENT 623000 599176 599176 APARTMENT INCOME 623000 435501 435501 ELDERLY/CONGREGATE 623000 125574 125574 1160251 234 234 898 -898 -898 -898 LAUNDRY & VENDING 900099 5055 5055 OTHER INCOME 900099 70 70 5125 1164712 1160251 0 4461 X 99484 99484 243724 128543 115181 5995 3707 2288 39767 24058 15709 21226 8530 12696 18400 18400 166670 166670 5296 5296 46391 13787 32604 353432 322817 30615 29 29 325994 325994 ELDERLY & CONGREGATE SE 67029 67029 1393437 1061164 332273 0 64469 29390 12296 2686 27048 24212 7241848 4439216 2994257 2802632 146206 141842 1425695 1320144 4669971 4320906 108544 53239 45252 43971 4454037 4373580 198441 215144 4806274 4685934 X -136303 -365028 -136303 -365028 4669971 4320906 -228725 0 X 0 1 X 1 1 1 X 3130 3130 1155604 1165956 1169293 1187001 1160251 5838105 1158734 1165956 1169293 1187001 1160251 5841235 0 0 0 5841235 2685 949 347 147 234 4362 2685 949 347 147 234 4362 4694 10582 5303 6423 5125 32127 1166113 1177487 1174943 1193571 1165610 5877724 0.99380 0.99330 0.00070 0.00130 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS HUD REFUND OF DEBT 2012 ONLY LAUNDRY VENDING 0 1 X 130000 130000 5457481 2926207 2531274 1654367 1513009 141358 2802632 RESERVE FOR REPLACEMENTS 614963 TENANT SECURITY DEPOSITS 43971 RESIDUAL RECEIPTS RESERVED 94775 PROJECT FUND 528045 ESCROW FUND 38390 1320144 KEY DEPOSITS 3575 ASSET RETIREMENT OBLIGATION 149982 DUE TO RELATED PARTY 61587 215144 X 1164712 0 1164712 0 1164712 1393437 0 1393437 0 1393437 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. 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. THE GUIDANCE CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS. THE GUIDANCE FURTHER 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 CORPORATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. THE CORPORATION IS NOT AWARE OF ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR EXCISE OR OTHER TAXES. 0 0 0 0 0 0 0 0 0 JEFF HEINECKE PRESIDENT & CEO 11644 151206 0 0 168 2180 491 6371 1518 19717 13821 179474 0 0 BRADLEY J JACOBSON CFO 0 133816 0 0 0 0 0 5502 0 10838 0 150156 0 0 PART I, LINE 3: LYNGBLOMSTEN CARE CENTER, INC. PAYS THE COMPENSATION FOR THE OFFICERS AND EMPLOYEES OF THE ORGANIZATION. LYNGBLOMSTEN 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 2015, THE LYNGBLOMSTEN APARTMENTS BEGAN USING THE WEB-BASED SOFTWARE TOOL EMENUCHOICE WITH TENANTS. THE TOOL REDUCES COMMUNICATION BARRIERS FOR RESIDENT MEAL ORDERING WHILE ENABLING PERSON-CENTERED CHOICES, MAXIMIZING ACCURACY, AND STREAMLINING KITCHEN MEAL PREP. A NURSE PRACTITIONER/DOCTOR MEDICAL TEAM FROM HEALTHEAST CARE SYSTEM BEGAN SEEING TENANTS IN THEIR RESIDENCES AT THE LYNGBLOMSTEN APARTMENTS IN JUNE 2015. HEALTHEAST IS THE THIRD INSTITUTION-ALONG WITH ALLINA AND HEALTH PARTNERS-TO PROVIDE SUCH SERVICES TO TENANTS ON CAMPUS. FORM 990, PART III, LINE 3 THE TERM OF SERVICE FOR AN AMERICORPS VISTA (VOLUNTEERS IN SERVICE TO AMERICA) WORKER ENDED IN JULY 2015. AMERICORPS VISTA WORKERS HAD ORGANIZED THE WINGS OF NUTRITION BREAD MINISTRY, A WEEKLY PROGRAM OFFERING FREE BREAD AND BAKERY PRODUCTS TO THE LYNGBLOMSTEN APARTMENTS TENANTS, AS WELL AS TO COMMUNITY MEMBERS. THE PROGRAM SHIFTED TO BEING RUN ENTIRELY BY LYNGBLOMSTEN VOLUNTEERS. FORM 990, PART VI, SECTION A, LINE 6 THE BOARD OF DIRECTORS OF LYNGBLOMSTEN ARE THE MEMBERS OF LYNGBLOMSTEN 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' BOARD OF DIRECTORS ELECTS THE MEMBERS OF THE LYNGBLOMSTEN SENIOR HOUSING, INC. BOARD OF DIRECTORS. LYNGBLOMSTEN 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 LYNGBLOMSTEN APARTMENTS FOR THE SAME TERM. FORM 990, PART VI, SECTION A, LINE 7B CHANGES IN BYLAWS AND ARTICLES OF INCORPORATION MUST BE APPROVED BY THE MEMBERS. FORM 990, PART VI, SECTION B, LINE 11 THE CFO AND CEO 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 INTERESTS EXIST THAT INDIVIDUAL IS EXCLUDED FROM PARTICIPATION AND VOTING ON RELATED TRANSACTIONS. 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 APPROXIMATELY EVERY 5 YEARS, LAST COMPLETED IN 2013. THE CEO SETS THE ANNUAL EVALUATION PROCESS FOR OTHER OFFICERS AND KEY EMPLOYEES AND THE LYNGBLOMSTEN APARTMENTS, INC. BOARD APPROVES THE ANNUAL BUDGET. FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 49,357. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 49,357. PURCHASED FOOD SERVICES: PROGRAM SERVICE EXPENSES 117,313. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 117,313. HERITAGE APARTMENTS INC 1440 MIDWAY PARKWAY ST PAUL MN 55108 411913420 SENIOR HOUSING AND ASSISTED LIVING SERVICES MN 501(C)(3) 9 LYNGBLOMSTEN LYNGBLOMSTEN SENIOR HOUSING INC 0 LYNGBLOMSTEN FOUNDATION 1415 ALMOND AVE ST PAUL MN 55108 363371887 COMMUNITY FUNDRAISING MN 501(C)(3) 7 LYNGBLOMSTEN 0 LYNGBLOMSTEN SERVICES INC 1415 ALMOND AVE ST PAUL MN 55108 411760448 SENIOR CENTER, COMMUNITY SERVICES, HOME HEALTH MN 501(C)(3) 9 LYNGBLOMSTEN 0 LYNGBLOMSTEN 1415 ALMOND AVE ST PAUL MN 55108 410693865 MANAGEMENT OVERSIGHT SERVICES TO ALL LYNGBLOMSTEN ORGANIZATIONS MN 501(C)(3) 9 N/A 0 LYNGBLOMSTEN CARE CENTER INC 1415 ALMOND AVE ST PAUL MN 55108 411310487 NURSING CARE TO ELDERLY MN 501(C)(3) 9 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) 9 LYNGBLOMSTEN 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0