HERITAGE APTS INC: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- HERITAGE APTS INC (EIN 41-1913420)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-08-07
- IRS object ID
- 201542199349301069
- Schema version
- 2014v5.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-08-07T12:44:17-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 411913420 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HERITAGE APARTMENTS INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HERI | BusinessNameControlTxt |
| Phone | 6516462941 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1415 ALMOND AVENUE | AddressLine1Txt |
| City | ST PAUL | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55108 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRADLEY J JACOBSON | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 6516462941 | PhoneNum |
| Signature | 2015-08-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KACIE MCEWEN | PreparerPersonNm |
| PTIN | P01599614 | PTIN |
| Phone | 6123764500 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JEFF HEINECKE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1415 ALMOND AVENUE | AddressLine1Txt |
| City | ST PAUL | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,530,651 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Group Exemption | 9386 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.LYNGBLOMSTEN.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1998 | FormationYr |
| Legal Domicile State | MN | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE A MINISTRY OF COMPASSIONATE CARE AND INNOVATIVE SERVICES TO OLDER ADULTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 5 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 4 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 137 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,396,932 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,404,248 | CYProgramServiceRevenueAmt |
| PY Investment Income | $142,174 | PYInvestmentIncomeAmt |
| CY Investment Income | $99,025 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $1,539,106 | PYTotalRevenueAmt |
| CY Total Revenue | $1,503,273 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $200,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $100,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $286,636 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $311,785 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,079,302 | PYOtherExpensesAmt |
| CY Other Expenses | $1,079,218 | CYOtherExpensesAmt |
| PY Total Expenses | $1,565,938 | PYTotalExpensesAmt |
| CY Total Expenses | $1,491,003 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$26,832 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $12,270 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $5,640,659 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,457,697 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,733,017 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,573,253 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,907,642 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,884,444 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | Yes (1) | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,146,199 | ExpenseAmt |
| Grant | $100,000 | GrantAmt |
| Revenue | $1,404,248 | RevenueAmt |
| Desc | IN 2014 THE HERITAGE AT LYNGBLOMSTEN SERVED 85 OLDER ADULTS. WITH NOON MEALS, EDUCATIONAL AND SOCIAL EVENTS (INCLUDING THE ARTS), WORSHIP SERVICES AND BIBLE STUDIES, SHUTTLE BUS, EXERCISE GROUPS, AND HEALTH CHECKS, THESE SENIORS CAN ENJOY THEIR INDEPENDENCE AND PEACE OF MIND. ASSISTED LIVING SERVICES ARE AVAILABLE THROUGH LYNGBLOMSTEN HOME HEALTH. A SERVICE COORDINATOR ASSISTS TENANTS WITH FINDING APPROPRIATE SERVICES/RESOURCES, COMPLETING PAPERWORK, ETC. 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. | Desc |
| Total Program Service Expenses | $1,146,199 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | 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 | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | 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 | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| 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 | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 9 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| 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 | 5 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 4 | 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 | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | 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 | 0 | 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 | BRADLEY J JACOBSON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6516325310 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1415 ALMOND AVENUE | AddressLine1Txt |
| City | ST PAUL | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55108 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (8 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 |
|---|---|---|---|---|---|---|---|
| CHARLES NORTON | |||||||
| CHAIR | 1.00 | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| WILLIAM C SANDEN | |||||||
| VICE CHAIR | 1.00 | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| WILLIAM STACEY | |||||||
| TREASURER | 1.00 | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| WESLEY JOHNSON | |||||||
| SECRETARY | 1.00 | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JEFF HEINECKE | |||||||
| PRESIDENT & CEO | 2.90 | 37.10 | Yes (X) | Yes (X) | $11,098 | $144,112 | $23,629 |
| CAROL PLETCHER | |||||||
| FORMER VICE CHAIR (THRU MAY) | 1.00 | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BRADLEY J JACOBSON | |||||||
| CFO | 1.00 | 39.00 | Yes (X) | $0 | $123,642 | $16,161 | |
| JENNIFER VEITENHEIMER | |||||||
| HOUSING MANAGER | 40.00 | 0.00 | Yes (X) | $55,741 | $0 | $19,426 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $66,839 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $267,754 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $59,216 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEW HORIZON FOODS INC | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 860246 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55486 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | FOOD SERVICE | ServicesDesc |
| Compensation | $152,486 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| RENTAL INCOME | 623000 | $1,213,160 | $1,213,160 |
| ASSISTED CARE | 623000 | $191,088 | $191,088 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,404,248 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $86,679 | TotalRevenueColumnAmt |
| Exclusion | $86,679 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $39,674 | SecuritiesAmt |
| Other | $50 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $27,378 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,296 | SecuritiesAmt |
| Other | $50 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,346 | TotalRevenueColumnAmt |
| Exclusion | $12,346 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,503,273 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,404,248 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $99,025 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,000 | TotalAmt |
| Program Services | $100,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,953 | TotalAmt |
| Management And General | $87,953 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $170,102 | TotalAmt |
| Program Services | $73,517 | ProgramServicesAmt |
| Management And General | $96,585 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,254 | TotalAmt |
| Program Services | $2,816 | ProgramServicesAmt |
| Management And General | $3,438 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,701 | TotalAmt |
| Program Services | $15,202 | ProgramServicesAmt |
| Management And General | $15,499 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,775 | TotalAmt |
| Program Services | $5,205 | ProgramServicesAmt |
| Management And General | $11,570 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,320 | TotalAmt |
| Management And General | $70,320 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,300 | TotalAmt |
| Management And General | $12,300 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $263,294 | TotalAmt |
| Program Services | $263,294 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,895 | TotalAmt |
| Program Services | $29,247 | ProgramServicesAmt |
| Management And General | $20,648 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $369,920 | TotalAmt |
| Program Services | $343,964 | ProgramServicesAmt |
| Management And General | $25,956 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $535 | TotalAmt |
| Management And General | $535 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39 | TotalAmt |
| Program Services | $39 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $278,917 | TotalAmt |
| Program Services | $278,917 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| SOCIAL SERVICE EXPENSE | $29,251 | $29,251 |
| DUES AND SUBSCRIPTIONS | $2,547 | $2,547 |
| ELDERLY & CONGREGATE SE | $2,200 | $2,200 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,491,003 | TotalAmt |
| Program Services | $1,146,199 | ProgramServicesAmt |
| Management And General | $344,804 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $114,813 | BOYAmt |
| EOY | $132,184 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,533 | BOYAmt |
| EOY | $34,602 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,911 | BOYAmt |
| EOY | $3,725 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,249 | BOYAmt |
| EOY | $11,651 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $7,007,031 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,727,930 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,449,214 | BOYAmt |
| EOY | $3,279,101 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,828,028 | BOYAmt |
| EOY | $1,817,759 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,551 | BOYAmt |
| EOY | $41,885 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $156,360 | BOYAmt |
| EOY | $136,790 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,640,659 | BOYAmt |
| EOY | $5,457,697 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,842 | BOYAmt |
| EOY | $49,053 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $123,488 | BOYAmt |
| EOY | $124,886 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,530,759 | BOYAmt |
| EOY | $2,347,280 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,928 | BOYAmt |
| EOY | $52,034 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,733,017 | BOYAmt |
| EOY | $2,573,253 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,907,642 | BOYAmt |
| EOY | $2,884,444 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,907,642 | BOYAmt |
| EOY | $2,884,444 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,640,659 | BOYAmt |
| EOY | $5,457,697 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $12,270 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$35,468 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | 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 | $9,540 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,130 | CurrentTaxYearMinus3YearsAmt |
| Total | $12,670 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,301,158 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,318,132 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,346,048 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,397,382 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,404,298 | CurrentTaxYearAmt |
| Total | $6,767,018 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,310,698 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,321,262 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,346,048 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,397,382 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,404,298 | CurrentTaxYearAmt |
| Total | $6,779,688 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $278,802 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $275,943 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $190,534 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $351,922 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $136,967 | CurrentTaxYearAmt |
| Total | $1,234,168 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $278,802 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $275,943 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $190,534 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $351,922 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $136,967 | CurrentTaxYearAmt |
| Total | $1,234,168 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $5,545,520 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $52,009 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $49,564 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $62,771 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $54,646 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $86,679 | CurrentTaxYearAmt |
| Total | $305,669 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $52,009 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $49,564 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $62,771 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $54,646 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $86,679 | CurrentTaxYearAmt |
| Total | $305,669 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $435 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $475 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $345 | CurrentTaxYearMinus2YearsAmt |
| Total | $1,255 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,363,142 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,371,301 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,409,164 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,452,028 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,490,977 | CurrentTaxYearAmt |
| Total | $7,086,612 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.78250 | PublicSupportCY509Pct |
| Public Support PY509 | 0.74650 | PublicSupportPY509Pct |
| Investment Income CY | 0.04310 | InvestmentIncomeCYPct |
| Investment Income PY | 0.03860 | 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 | MISCELLANEOUS INCOME | ExplanationTxt |
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 | $23,207 | OtherCostOrOtherBasisAmt |
| Book Value | $23,207 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,445,312 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,383,804 | DepreciationAmt |
| Book Value | $3,061,508 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $496,883 | OtherCostOrOtherBasisAmt |
| Depreciation | $302,497 | DepreciationAmt |
| Book Value | $194,386 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $41,629 | OtherCostOrOtherBasisAmt |
| Depreciation | $41,629 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $3,279,101 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO RELATED PARTY | Desc |
| Amt | $52,034 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $52,034 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. THE ORGANIZATION'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE AND LOCAL AUTHORITIES. THE TAX RETURNS FOR THE YEARS PRIOR TO 2011 ARE NO LONGER OPEN TO EXAMINATION BY FEDERAL, STATE AND LOCAL AUTHORITIES. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LYNGBLOMSTEN FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1415 ALMOND AVENUE | AddressLine1Txt |
| City | ST PAUL | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 363371887 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $100,000 | CashGrantAmt |
| Purpose Of Grant | SUPPORT FOR OTHER ORGANIZATIONS | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | JEFF HEINECKE | PersonNm |
| Title | PRESIDENT & CEO | TitleTxt |
| Base Compensation Filing Org | $10,778 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $139,960 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $107 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $1,384 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $213 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $2,768 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $456 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $5,923 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $1,233 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $16,017 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $12,787 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $166,052 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 2 | IN OCTOBER 2014 THE LYNGBLOMSTEN BOARD OF DIRECTORS UNANIMOUSLY APPROVED A FIVE-YEAR STRATEGIC DIRECTION FOR THE ORGANIZATION. ONE OF THE SIX PRIORITIES FOR 2015-2020 IS TO ALIGN RESIDENTIAL SERVICES BY REBALANCING LYNGBLOMSTEN'S EXISTING OFFERINGS IN THE COMO PARK AREA WITH CONSUMER DEMAND, IDENTIFYING AND ADDRESSING GAPS IN THE CONTINUUM. ANOTHER PRIORITY IS TO EXPLORE A SECOND CAMPUS BY IDENTIFYING A GEOGRAPHIC LOCATION BEYOND COMO PARK TO PROVIDE SERVICES. IN 2014 THE LYNGBLOMSTEN APARTMENTS AND THE HERITAGE APARTMENTS BEGAN PROVIDING INCREASED SUPPORT FOR DEAF TENANTS THROUGH MONTHLY SUPPORT MEETINGS, AS WELL AS PROVIDING INTERPRETERS FOR PROGRAMMING. IN CONTINUED PARTNERSHIP WITH AMERICORPS VISTA (VOLUNTEERS IN SERVICE TO AMERICA) TO PROVIDE ACCESS TO QUALITY AND AFFORDABLE FOOD FOR SENIORS, LYNGBLOMSTEN APARTMENTS, ALONG WITH THE 5-5-1 CLUB COMMUNITY CENTER AND COMMUNITY ENGAGEMENT DEPARTMENT, BEGAN OFFERING WINGS OF NUTRITION BREAD MINISTRY WEEKLY ON CAMPUS. THE VOLUNTEER-LED PROGRAM MAKES FREE BREAD AVAILABLE TO THE COMMUNITY. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE BOARD OF DIRECTORS OF THE LYNGBLOMSTEN CORPORATION ARE THE MEMBERS OF THE 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 THE LYNGBLOMSTEN CORPORATION, ELECT THE LYNGBLOMSTEN CORPORATE BOARD. THE LYNGBLOMSTEN CORPORATION'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 OR POSTING TO THEIR INTERNAL WEBSITE. 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 149,268. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 149,268. SECURITY CONTRACTS: PROGRAM SERVICE EXPENSES 47,743. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 47,743. REPAIRS AND MAINTENANCE CONTRACTS: PROGRAM SERVICE EXPENSES 50,447. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 50,447. OTHER PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 15,836. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 15,836. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | 0 | N/A | |
| 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 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | 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 | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |