2015-08-07T12:46:09-05:00 2014-12-31 410746749 CLIFTONLARSONALLEN LLP 220 SOUTH SIXTH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2014-01-01 411327121 LYNGBLOMSTEN APARTMENTS INC LYNG 6516462941 1415 ALMOND AVE 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 AVE ST PAUL MN 55108 1193571 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 69 0 0 0 0 1169293 1187001 -635 -178 5303 6423 1173961 1193246 0 0 0 0 379504 392829 0 0 0 760952 961914 1140456 1354743 33505 -161497 5243750 4669971 5218556 4806274 25194 -136303 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 1023284 0 1187001 IN 2014 LYNGBLOMSTEN APARTMENTS SERVED 133 LOW-INCOME OLDER ADULTS. 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. 1023284 1 0 0 0 0 0 0 0 1 0 1 0 0 0 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 3 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 SANDER 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 JILL HULT HOUSING MANAGER 40.00 0.00 X 60288 0 19223 71386 267754 59013 0 0 1 0 NEW HORIZON FOODS INC PO BOX 860246 MINNEAPOLIS MN 55486 FOOD SERVICE 149067 1 TENANT ASSIST PAYMENT 623000 600592 600592 APARTMENT INCOME 623000 444539 444539 ELDERLY/CONGREGATE 623000 141870 141870 1187001 147 147 325 -325 -325 -325 LAUNDRY & VENDING 900099 6423 6423 6423 1193246 1187001 0 6245 X 92296 92296 235639 117192 118447 5737 3344 2393 38797 21637 17160 20360 7771 12589 18600 18600 197713 197713 5207 5207 54742 21366 33376 367566 336175 31391 39 39 252406 252406 ELDERLY & CONGREGATE SE 65641 65641 1354743 1023284 331459 0 75988 64469 9353 12296 37961 27048 7131310 4137053 2523297 2994257 150571 146206 2446580 1425695 5243750 4669971 456923 108544 46407 45252 4532224 4454037 183002 198441 5218556 4806274 X 25194 -136303 25194 -136303 5243750 4669971 -161497 0 X 0 1 X 1 1 1 X 3130 3130 1152763 1155604 1165956 1169293 1187001 5830617 1152763 1158734 1165956 1169293 1187001 5833747 0 0 0 5833747 3741 2685 949 347 147 7869 3741 2685 949 347 147 7869 4588 4694 10582 5303 6423 31590 1161092 1166113 1177487 1174943 1193571 5873206 0.99330 0.99270 0.00130 0.00220 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS HUD REFUND OF DEBT LAUNDRY VENDING 0 1 X 130000 130000 5372464 2645845 2726619 1628846 1491208 137638 2994257 RESERVE FOR REPLACEMENTS 618005 TENANT SECURITY DEPOSITS 46209 RESIDUAL RECEIPTS RESERVED 94758 PROJECT FUND 631042 ESCROW FUND 35681 1425695 KEY DEPOSITS 3975 ASSET RETIREMENT OBLIGATION 142840 DUE TO RELATED PARTY 51626 198441 X 1193246 0 1193246 0 1193246 1354743 0 1354743 0 1354743 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 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, LOCAL AND STATE AUTHORITIES. 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. 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 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. PHYSICAL IMPROVEMENTS CONTINUED AT THE LYNGBLOMSTEN APARTMENTS IN 2014, REPLACING ALL WINDOWS THROUGHOUT THE BUILDING. FORM 990, PART VI, SECTION A, LINE 6 THE BOARD OF DIRECTORS OF THE LYNGBLOMSTEN CORPORATION ARE THE MEMBERS OF THE 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 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. 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 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 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 61,991. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 61,991. PURCHASED FOOD SERVICES: PROGRAM SERVICE EXPENSES 135,722. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 135,722. 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