2015-08-17T11:17:12-05:00 2014-09-30 420714325 MCGLADREY LLP 801 NICOLLET MALL SUITE 1100 MINNEAPOLIS MN 55402 990 2013-10-01 410693899 JONES-HARRISON RESIDENCE JONE 6129202030 3700 CEDAR LAKE AVENUE MINNEAPOLIS MN 55416 COLLEEN REMPFER CHIEF FINANCIAL OFFICER 6129202030 2015-08-14 1 TODD A JACKSON P00092672 6123324300 2013 2016-02-25 16:41:14Z LOWELL BERGGREN 3700 CEDAR LAKE AVENUE MINNEAPOLIS MN 55416 15965229 0 X WWW.JONES-HARRISON.ORG X 1988 MN 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. 12 12 341 140 0 0 692968 712936 15165572 15185345 41411 15722 -24975 1405 15874976 15915408 5000 7728 0 0 10083379 10107186 0 0 167975 6876929 6749450 16965308 16864364 -1090332 -948956 23428500 21925844 14204535 13816306 9223965 8109538 X JONES-HARRISON RESIDENCE IS A NON-PROFIT CORPORATION WHICH OWNS AND OPERATES A 163 BED LONG TERM CARE FACILITY PROVIDING SKILLED AND INTERMEDIATE LEVELS OF NURSING CARE AND AN ASSISTED LIVING FACILITY WITH 54 UNITS. 0 0 13694618 7728 12111277 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 SPRITITUAL 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 2014 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 205 PATIENTS IN OUR TRANSITIONAL CARE UNIT IN 2014. THE AVERAGE LENGTH OF STAY FOR OUR REHAB PATIENTS IS JUST OVER 3 WEEKS. 209038 122910 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. CLOSE TO 150 PEOPLE A MONTH (INCLUDING RESIDENTS, TENANTS AND EMPLOYEES) TAKE ADVANTAGE OF THESE SERVICES EACH MONTH. 509859 865277 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 50 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. 467782 2104087 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 ABOUT 80 TENANTS THROUGHOUT FISCAL YEAR 2014. 467782 2104087 14881297 1 1 0 0 0 0 0 0 0 0 1 1 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 28 0 1 341 1 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MN X COLLEEN REMPFER 6129202030 3700 CEDAR LAKE AVENUE MINNEAPOLIS MN 55416 SHARON AADALEN CHAIR 1.00 X X 0 0 0 MARY THORPE-MEASE VICE CHAIR 1.00 X X 0 0 0 ROBERT SCHEMBER TREASURER 1.00 X X 0 0 0 MARCIA DIRACLES SECRETARY 1.00 X X 0 0 0 JENNIFER ANDERSON DIRECTOR 1.00 X 0 0 0 DELORES FLETCHER DIRECTOR 1.00 X 0 0 0 MARY KILLIAN DIRECTOR 1.00 X 0 0 0 GINI KIRSCHT DIRECTOR 1.00 X 0 0 0 LARRY KRIEDBERG DIRECTOR 1.00 X 0 0 0 LESLIE NOVICH DIRECTOR 1.00 X 0 0 0 BARBARA LOUIS DIRECTOR 1.00 X 0 0 0 JOHN OAKES DIRECTOR 1.00 X 0 0 0 LOWELL BERGGREN PRESIDENT/CEO 40.00 3.00 X 248559 0 14676 COLLEEN REMPFER CFO 40.00 3.00 X 101125 0 10417 349684 0 25093 2 0 1 0 AVIANDS 1751 W COUNTY ROAD B SUITE 300 ROSEVILLE MN 55113 FOOD SERVICE 2007841 DHS MEDICAL SURCHARGE PO BOX 64836 ST PAUL MN 55164 MEDICAL SURCHARGE 458845 2 500000 212936 712936 PROGRAM SERVICE REVENUE 623000 14915246 14915246 WELLNESS CENTER REVUE 621400 103662 103662 MISCELLANEOUS REVENUE 623000 78995 78995 FLOATING THERAPY REVENUE 623000 70749 70749 ARTHRITIS RESOURCES REVENUE 623000 16693 16693 15185345 13463 13463 12885 0 12885 12885 12885 9948 7689 2259 2259 2259 20634 37435 -16801 -16801 10018 4697 5321 5321 15915408 15203551 0 -1079 7728 7728 373025 373025 8295411 7716970 470605 107836 68825 60566 8259 669622 609807 59815 700303 616267 84036 18005 15844 2161 53287 46893 6394 2851 2509 342 607971 535014 72957 64264 56552 7712 102370 89925 12263 182 53572 41790 5699 6083 11401 10033 1368 46493 23111 23111 271 680937 599225 81712 1219005 1072724 146281 132424 116533 15891 CONTRACTED SERVICES/CON 2072414 1794156 244658 33600 SUPPLIES 744386 654496 89890 UTILITIES/PHONE/CABLE 599412 527483 71929 EQUIPMENT AND REPAIRS 149933 131941 17992 190725 151730 18992 20003 16864364 14881297 1815092 167975 571886 878279 18322 11650 1316511 678924 167037 162784 111100 128544 35384901 24230330 12147661 11154571 1754046 1748344 7341937 7162748 23428500 21925844 1692968 1618158 12425000 12135000 36567 18148 50000 45000 14204535 13816306 X 1416756 346809 7635353 7590873 171856 171856 9223965 8109538 23428500 21925844 X -948956 -5062 -160409 X X 0 1 X 1 0 X 651078 609089 556356 692968 733570 3243061 15638781 15673233 15524544 15229571 15185345 77251474 16289859 16282322 16080900 15922539 15918915 80494535 41148 149732 87387 5455 2970 286692 0 41148 149732 87387 5455 2970 286692 80207843 26201 26185 13516 30018 13463 109383 26201 26185 13516 30018 13463 109383 16316060 16308507 16094416 15952557 15932378 80603918 0.99510 0.99460 0.00140 0.00130 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1451383 1451383 26605164 18488474 8116690 443226 227839 215387 6714057 5388837 1325220 171071 125180 45891 11154571 MONEY MARKET 978283 F CORPORATE DEBT SECURITIES 9035 F CORPORATE EQUITY SECURITIES 9962 F CARECHOICE SECURITIES 93750 F CASH AND CASH EQUIVALENTS 3840 F PERPETUAL TRUSTS 156250 F CHARITABLE REMAINDER TRUST AGREEMENTS 497224 F 1748344 INTEREST IN JONES-HARRISON FOUNDATION 6929540 DEFERRED FINANCING COSTS SERIES 2005 BONDS 233208 7162748 UNEARNED REVENUE 45000 45000 X 15758560 -5062 -160409 -165471 15924031 -8623 -8623 15915408 16872987 0 16872987 -8623 -8623 16864364 PART X, LINE 2: WITH FEW EXCEPTIONS, THE RESIDENCE IS NO LONGER SUBJECT TO EXAMINATION BY FEDERAL OR STATE AUTHORITIES FOR YEARS BEFORE FISCAL YEAR 2011. AS OF SEPTEMBER 30, 2014, THERE ARE NO UNCERTAIN TAX POSITIONS TO BE RECORDED. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF FOUNDATION ASSETS -160,409. PART XI, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT EXPENSE RECLASSED FROM REVENUE AS AN EXPENSE 33,509. FUNDRAISING EXPENSES RECLASSED FROM EXPENSE AS REVENUE -37,435. GIFT SHOP EXPENSES RECLASSED FROM EXPENSE AS REVENUE -4,697. PART XII, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT EXPENSE RECLASSED FROM REVENUE AS AN EXPENSE 33,509. FUNDRAISING EXPENSES RECLASSED FROM EXPENSE AS REVENUE -37,435. GIFT SHOP EXPENSES RECLASSED FROM EXPENSE AS REVENUE -4,697. X X X X X X 0 MN HARVEST MOON BALL 20634 20634 994 16058 4500 15841 BRIDGE PARTY 0 42 20634 20634 994 16058 4500 15883 37435 -16801 1 SCHOLARSHIPS 5 7728 PART I, LINE 2: 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 EMPLOYEE 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. X X X 0 0 0 0 0 0 0 0 0 LOWELL BERGGREN PRESIDENT/CEO 248559 0 0 0 0 0 0 0 17272 0 265831 0 0 0 A THE CITY OF MINNEAPOLIS 416005375 603908DP0 2005-09-28 14030000 DEFEASE '98 BOND ISSUE & FUND RENOVATION OF ASSISTED LIVING WEST HALL BLDG 0 0 0 A 1065000 14030000 14030000 2007 1 0 1 1 A 0 0 0 0 0 0 1 A 1 1 0 0 0 0 A 0 FORM 990, PART VI, SECTION A, LINE 4 THE BYLAWS WERE UPDATED WITH THE FOLLOWING CHANGES: CHANGED THE NOMINATING COMMITTEE NAME TO BOARD DEVELOPMENT COMMITTEE, DELETED SECTION 2 REGARDING HONORARY DIRECTORS, DELETED THE MEMBER REQUIREMENT FOR THE NOMINATING/BOARD DEVELOPMENT COMMIITEE, AND ADDED A SECTION ON CONFLICTS OF INTEREST AND CONFIDENTIALITY. FORM 990, PART VI, SECTION B, LINE 11 THE CEO AND CFO REVIEW 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 ANNUALLY, EVERY BOARD OF DIRECTOR SIGNS A DISCLOSURE STATEMENT. THIS IS REVIEWED BY THE CHAIR OF THE BOARD. IF THERE ARE ANY DISCLOSURES, THEY ARE REVIEWED BY THE EXECUTIVE COMMITTEE AND APPROPRIATE ABSTENTIONS OF VOTING ON ISSUES ARE ENFORCED. 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. FORM 990, PART VI, SECTION C, LINE 18 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 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 XI, LINE 9: CHANGE IN VALUE OF FOUNDATION ASSETS -160,409. FORM 990, PART XII, LINE 2C: NO CHANGE FROM PRIOR YEAR FORM 990, PART I, LINE 6 - TOTAL NUMBER OF VOLUNTEERS: JONES-HARRISON RESIDENCE HAS A LONG TRADITION OF STRONG VOLUNTEER SUPPORT, WITH OVER 4,000 HOURS OF VOLUNTEER SERVICE BEING PROVIDED DURING THE YEAR BY MORE THAN 140 ADULTS AND YOUTHS. SOME OF THESE SERVICES INCLUDE FRIENDLY VISITS, GIFT SHOP ASSISTANCE, PET VISITS, AND ASSISTANCE WITH RESIDENT RECREATIONAL ACTIVITIES. MANY SCHOOLS IN THE AREA UTILIZE THE FACILITY FOR THEIR STUDENT COMMUNITY SERVICE PROJECTS. THIS PROVIDES AN OPPORTUNITY FOR INTERGENERATIONAL ACTIVITIES AND RELATIONSHIPS, AS THE INDIVIDUALS FROM EACH GENERATION SHARE EXPERIENCES AND LEARN FROM EACH OTHER. JONES-HARRISON FOUNDATION 3700 CEDAR LAKE AVENUE MINNEAPOLIS MN 55416 363414818 FOUNDATION THAT SUPPORTS JONES-HARRISON RESIDENCE MN 501(C)(3) 509(A)(3)II N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0