2016-08-01T10:56:44-05:00 2015-12-31 410746749 CLIFTONLARSONALLEN LLP 220 SOUTH SIXTH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2015-01-01 411913420 HERITAGE APARTMENTS INC HERI 6516462941 1415 ALMOND AVENUE ST PAUL MN 55108 BRADLEY J JACOBSON CFO 6516462941 2016-07-21 1 CORY RUTLEDGE P01329381 6123764500 2015 2016-12-15 16:53:06Z JEFF HEINECKE 1415 ALMOND AVENUE ST PAUL MN 55108 1546707 0 9386 X WWW.LYNGBLOMSTEN.ORG X 1998 MN TO PROVIDE A MINISTRY OF COMPASSIONATE CARE AND INNOVATIVE SERVICES TO OLDER ADULTS. 5 4 0 134 0 0 0 0 1404248 1436882 99025 95383 0 0 1503273 1532265 100000 200000 0 0 311785 325059 0 0 0 1079218 1029465 1491003 1554524 12270 -22259 5457697 5099844 2573253 2377326 2884444 2722518 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 1203032 200000 1436882 IN 2015, THE HERITAGE APARTMENTS SERVED 86 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 AND 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. THE LYNGBLOMSTEN APARTMENTS, THE HERITAGE, AND HOME- AND COMMUNITY-BASED SERVICES SHARE A PART-TIME TRANSPORTATION COORDINATOR TO IMPROVE CONTINUITY OF TRANSPORTATION SERVICES FOR THE APARTMENTS AND COMMUNITY CENTER. THE BUS SERVICE RELIES ON TRAINED VOLUNTEERS TO DO MOST OF THE DRIVING. 1203032 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 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 SANDEN 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 MARY SIMON HOUSING MANAGER 40.00 X 39809 0 9771 JENNIFER VEITENHEIMER FORMER HOUSING MANAGER 40.00 X 35927 0 10938 87548 287202 65146 0 0 1 0 NEW HORIZON FOODS INC PO BOX 860246 MINNEAPOLIS MN 55486 FOOD SERVICE 160166 1 RENTAL INCOME 623000 1240421 1240421 ELDERLY/CONGREGATE 623000 196461 196461 1436882 93512 93512 16313 14442 1871 1871 1871 1532265 1436882 0 95383 X 200000 200000 110267 110267 170245 83274 86971 6523 2742 3781 19067 12863 6204 18957 6124 12833 71040 71040 12100 12100 241152 241152 43955 23024 20931 347369 324381 22988 4377 4377 29 29 273249 273249 SOCIAL SERVICE EXPENSE 31041 31041 DUES AND SUBSCRIPTIONS 2603 2603 ELDERLY & CONGREGATE SE 2550 2550 1554524 1203032 351492 0 132184 201366 34602 34672 3725 1756 11651 12169 7071166 3986047 3279101 3085119 1817759 1581256 41885 33219 136790 150287 5457697 5099844 49053 34787 124886 134208 2347280 2155282 52034 53049 2573253 2377326 X 2884444 2722518 2884444 2722518 5457697 5099844 -22259 -139667 0 X 0 1 X 1 0 X 3130 3130 1318132 1346048 1397382 1404298 1436882 6902742 1321262 1346048 1397382 1404298 1436882 6905872 0 275943 190534 351922 136967 120743 1076109 275943 190534 351922 136967 120743 1076109 5829763 49564 62771 54646 86679 93512 347172 49564 62771 54646 86679 93512 347172 475 345 820 1371301 1409164 1452028 1490977 1530394 7253864 0.80370 0.78250 0.04790 0.04310 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME 0 1 X 23207 23207 6493801 3608506 2885295 512529 335912 176617 41629 41629 0 3085119 DUE TO RELATED PARTY 53049 53049 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. 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. 1 LYNGBLOMSTEN FOUNDATION 1415 ALMOND AVENUE ST PAUL MN 55108 363371887 501(C)(3) 200000 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 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. 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 2015, HERITAGE 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 HERITAGE 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 HERITAGE 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 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 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 INTEREST 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 HERITAGE 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 FOOD SERVICES: PROGRAM SERVICE EXPENSES 153,986. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 153,986. SECURITY CONTRACTS: PROGRAM SERVICE EXPENSES 48,726. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 48,726. REPAIRS AND MAINTENANCE CONTRACTS: PROGRAM SERVICE EXPENSES 29,167. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 29,167. OTHER PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 9,273. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,273. LYNGBLOMSTEN APARTMENTS INC 1415 ALMOND AVE ST PAUL MN 55108 411327121 LOW INCOME SENIOR HOUSING MN 501(C)3 9 LYNGBLOMSTEN LYNGBLOMSTEN SENIOR HOUSING INC 0 LYNGBLOMSTEN FOUNDATION 1415 ALMOND AVE ST PAUL MN 55108 363371887 COMMUNITY FUND RAISING 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 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 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0