2015-08-07T12:44:17-05:00 2014-12-31 410746749 CLIFTONLARSONALLEN LLP 220 SOUTH SIXTH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2014-01-01 411913420 HERITAGE APARTMENTS INC HERI 6516462941 1415 ALMOND AVENUE ST PAUL MN 55108 BRADLEY J JACOBSON CFO 6516462941 2015-08-05 1 KACIE MCEWEN P01599614 6123764500 2014 2016-04-25 22:37:26Z JEFF HEINECKE 1415 ALMOND AVENUE ST PAUL MN 55108 1530651 0 9386 X WWW.LYNGBLOMSTEN.ORG X 1998 MN TO PROVIDE A MINISTRY OF COMPASSIONATE CARE AND INNOVATIVE SERVICES TO OLDER ADULTS. 5 4 0 137 0 0 0 0 1396932 1404248 142174 99025 0 0 1539106 1503273 200000 100000 0 0 286636 311785 0 0 0 1079302 1079218 1565938 1491003 -26832 12270 5640659 5457697 2733017 2573253 2907642 2884444 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 0 1146199 100000 1404248 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. 1146199 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 9 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 CHARLES NORTON CHAIR 1.00 4.00 X X 0 0 0 WILLIAM C SANDEN VICE CHAIR 1.00 4.00 X X 0 0 0 WILLIAM STACEY TREASURER 1.00 3.00 X X 0 0 0 WESLEY JOHNSON SECRETARY 1.00 3.00 X X 0 0 0 JEFF HEINECKE PRESIDENT & CEO 2.90 37.10 X X 11098 144112 23629 CAROL PLETCHER FORMER VICE CHAIR (THRU MAY) 1.00 4.00 X X 0 0 0 BRADLEY J JACOBSON CFO 1.00 39.00 X 0 123642 16161 JENNIFER VEITENHEIMER HOUSING MANAGER 40.00 0.00 X 55741 0 19426 66839 267754 59216 0 0 1 0 NEW HORIZON FOODS INC PO BOX 860246 MINNEAPOLIS MN 55486 FOOD SERVICE 152486 1 RENTAL INCOME 623000 1213160 1213160 ASSISTED CARE 623000 191088 191088 1404248 86679 86679 39674 50 27378 0 12296 50 12346 12346 1503273 1404248 0 99025 X 100000 100000 87953 87953 170102 73517 96585 6254 2816 3438 30701 15202 15499 16775 5205 11570 70320 70320 12300 12300 263294 263294 49895 29247 20648 369920 343964 25956 535 535 39 39 278917 278917 SOCIAL SERVICE EXPENSE 29251 29251 DUES AND SUBSCRIPTIONS 2547 2547 ELDERLY & CONGREGATE SE 2200 2200 1491003 1146199 344804 0 114813 132184 34533 34602 2911 3725 4249 11651 7007031 3727930 3449214 3279101 1828028 1817759 50551 41885 156360 136790 5640659 5457697 37842 49053 123488 124886 2530759 2347280 40928 52034 2733017 2573253 X 2907642 2884444 2907642 2884444 5640659 5457697 12270 -35468 0 X 0 1 X 1 0 X 9540 3130 12670 1301158 1318132 1346048 1397382 1404298 6767018 1310698 1321262 1346048 1397382 1404298 6779688 0 278802 275943 190534 351922 136967 1234168 278802 275943 190534 351922 136967 1234168 5545520 52009 49564 62771 54646 86679 305669 52009 49564 62771 54646 86679 305669 435 475 345 1255 1363142 1371301 1409164 1452028 1490977 7086612 0.78250 0.74650 0.04310 0.03860 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME 0 1 X 23207 23207 6445312 3383804 3061508 496883 302497 194386 41629 41629 0 3279101 DUE TO RELATED PARTY 52034 52034 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. 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. 1 LYNGBLOMSTEN FOUNDATION 1415 ALMOND AVENUE ST PAUL MN 55108 363371887 501(C)(3) 100000 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 10778 139960 107 1384 213 2768 456 5923 1233 16017 12787 166052 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 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. 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