2014-11-12T14:20:24-06:00 2013-12-31 390758449 WIPFLI LLP 7601 FRANCE AVENUE SOUTH SUITE 400 MINNEAPOLIS MN 55435 990 2013-01-01 410706110 EPISCOPAL CHURCH HOME OF MINNESOTA EPIS 6516460622 1879 FERONIA AVENUE ST PAUL MN 55104 KEVIN HEIL CHIEF FINANCIAL OFFICER 6512098529 2014-11-12 1 TIM A RITTER CPA P00732856 9525483400 2014-11-12 2013 2015-11-30 17:44:51Z MARVIN PLAKUT 1879 FERONIA AVENUE ST PAUL MN 55104 12183928 0 1194 X WWW.EHOMESMN.ORG X 1894 MN PROVIDE SKILLED CARE IN THE OPERATION OF NURSING HOME. 22 22 371 32 0 0 52845 54509 11778634 12012281 150472 85734 35438 31404 12017389 12183928 814177 249867 0 0 6496467 6896589 0 0 0 5343956 5365802 12654600 12512258 -637211 -328330 15564404 15561801 12424543 12173909 3139861 3387892 OUR MISSION IS TO ENHANCE THE QUALITY OF LIFE FOR SENIOR ADULTS BY PROVIDING HOMES AND SERVICES THAT SUPPORT EACH INDIVIDUALS PHYSICAL, SOCIAL AND SPIRITUAL NEEDS. 0 0 11028004 249867 12002831 PROVISION OF ROOM, BOARD, AND CARE FOR NURSING HOME RESIDENTS IN A 131 BED LICENSED FACILITY. 11028004 1 1 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 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 8 0 371 1 0 0 0 0 0 0 0 0 0 0 X 22 22 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 1 0 MN X KEVIN HEIL 6512098529 490 E LYNNHURST AVENUE ST PAUL MN 55104 SAMUEL ABDULLAI DIRECTOR 0.10 1.10 X 0 0 0 BETTE ASHCROFT DIRECTOR 0.10 1.10 X 0 0 0 AMY FISTLER DIRECTOR 0.10 1.10 X 0 0 0 KRIS HENNELLY DIRECTOR 0.10 1.10 X 0 0 0 TOM HOVE DIRECTOR 0.10 1.10 X 0 0 0 CHRIS HOWARD DIRECTOR 0.10 1.10 X 0 0 0 MARY HUBER DIRECTOR 0.10 1.10 X 0 0 0 BETSY KELLY DIRECTOR 0.10 1.10 X 0 0 0 JIM JOHNSON DIRECTOR 0.10 1.10 X 0 0 0 MARY LILJA DIRECTOR 0.10 1.10 X 0 0 0 CATHY MCCALLISTER DIRECTOR 0.10 1.10 X 0 0 0 ROBERT MCCLAY DIRECTOR 0.10 1.10 X 0 0 0 THE REV DIANE MCGOWAN DIRECTOR 0.10 1.10 X 0 0 0 THE REV REX MCKEE DIRECTOR 0.10 1.10 X 0 0 0 CATHERINE MYERS DIRECTOR 0.10 1.10 X 0 0 0 SARAH NOWLIN DIRECTOR 0.10 1.10 X 0 0 0 ANDY OTNESS DIRECTOR (THRU NOVEMBER) 0.10 1.10 X 0 0 0 MIKE SEMSCH DIRECTOR 0.10 1.10 X 0 0 0 CYNTHIA VERHEY DIRECTOR 0.10 1.10 X 0 0 0 LOIS YOUNG DIRECTOR (THRU NOVEMBER) 0.10 1.10 X 0 0 0 RICK RINKOFF CHAIR 0.10 1.10 X X 0 0 0 DENISE COLE VICE CHAIR 0.10 1.10 X X 0 0 0 ALDEN DREW SECRETARY 0.10 1.10 X X 0 0 0 BOB STUPKA TREASURER 0.10 1.10 X X 0 0 0 MARVIN PLAKUT PRESIDENT/CEO 3.00 37.00 X 161847 0 18535 MIKE KAREL ADMINISTRATOR 3.00 37.00 X 137555 0 16863 SANDRA PETERS CFO (BEG NOVEMBER) 3.00 37.00 X 8462 0 250 CAROLINE HENDREN DIRECTOR OF FINANCE 3.00 37.00 X 75227 0 19606 383091 0 55254 2 0 1 0 AVIANDS 1751 W COUNTY RD B2 SUITE 300 ROSEVILLE MN 55122 FOOD SERVICE 717279 EPISCOPAL HOMES MANAGEMENT SERVICE 490 EAST LYNNHURST AVENUE ST PAUL MN 55104 MANAGEMENT SERVICES 511826 2 19600 34909 54509 PATIENT SERVICE REVENUE 531110 11665562 11665562 CONTRACTED SERVICES REVENUE 531110 337269 337269 SATELLITE TELEVISION REVENUE 900099 9450 9450 12012281 32853 32853 52881 0 52881 52881 52881 31404 31404 31404 12183928 12002831 0 126588 X 234473 234473 15394 15394 438344 438344 5268754 5189831 78923 11854 11676 178 758107 746751 11356 419530 413246 6284 511824 511824 10409 10409 32822 32822 1816812 1759814 56998 44696 44696 807837 739099 68738 51607 51607 216129 216129 4703 4264 439 12602 6376 6226 580965 580965 698261 698261 92845 92845 DHS SURCHARGE 228015 228015 BAD DEBT EXPENSE 113683 113683 DUES AND SUBSCRIPTIONS 47314 47314 LICENSES AND TAXES 28043 25203 2840 67235 44824 22411 12512258 11028004 1484254 0 971241 484193 530263 552196 3223667 3838556 48610 360035 17523853 7874503 10273021 9649350 65 65 517537 677406 15564404 15561801 864765 929424 11335000 11073750 14047 11234 116641 58308 94090 101193 12424543 12173909 X 2819915 2891209 251371 291651 68575 205032 3139861 3387892 15564404 15561801 X -328330 404129 172232 X X 0 1 X 1 0 X 76589 66605 45518 52845 54509 296066 11381444 11608979 12035622 11866917 12098194 58991156 11458033 11675584 12081140 11919762 12152703 59287222 0 0 0 59287222 112160 37693 23412 27683 32853 233801 112160 37693 23412 27683 32853 233801 11570193 11713277 12104552 11947445 12185556 59521023 0.99610 0.00390 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 181281 181281 14777594 6275856 8501738 2557193 1596311 960882 7785 2336 5449 9649350 ASSET RETIREMENT OBLIGATION LIABILITY 90629 RELATED PARTY PAYABLES 10564 101193 X 12174878 0 12174878 9050 9050 12183928 12277785 0 12277785 234473 234473 12512258 PART IV, LINE 2B: THE ORGANIZATION IS THE TRUSTEE OF RESIDENT FUNDS AND HAS FIDUCIARY RESPONSIBILITY FOR THE ADMINISTRATION AND DISTRIBUTION OF THESE FUNDS FOR RESIDENTS OF THE ORGANIZATION. PART X, LINE 2: IN ORDER TO ACCOUNT FOR ANY UNCERTAIN TAX POSITIONS, THE ORGANIZATION DETERMINES WHETHER IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED UPON EXAMINATION OF THE TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION, ASSUMING THE TAXING AUTHORITY HAS FULL KNOWLEDGE OF ALL INFORMATION. IF THE TAX POSITION DOES NOT MEET THE MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD, THE BENEFIT OF THE TAX POSITION IS NOT RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATION HAS NOT RECORDED ANY ASSETS OR LIABILITIES RELATED TO UNCERTAIN TAX POSITIONS OR UNRECOGNIZED TAX BENEFITS AS OF DECEMBER 31, 2013 AND 2012. FEDERAL RETURNS FOR THE YEARS ENDED 2010 AND BEYOND REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. PART XI, LINE 4B - OTHER ADJUSTMENTS: CONTRIBUTION RECORDED TO NET ASSETS ON F/S 9,050. PART XII, LINE 4B - OTHER ADJUSTMENTS: GRANTS & ASSISTANCE RECORDED TO NET ASSETS ON F/S 234,473. 1 IRIS PARK COMMONS 1850 UNIVERSITY AVENUE WEST ST PAUL MN 55104 411433860 501(C)(3) 234473 FOR CONTRUCTION OF EHUA AND THE TERRACE AT IRIS PARK 1 0 SCHOLARSHIPS 15 15394 PART I, LINE 2: THE ORGANIZATION ONLY GRANTS FUNDS TO ORGANIZATIONS THAT ARE RELATED IN CONTROL. THE FUNDS ARE MONITORED BY THE ORGANIZATION'S FISCAL AND OPERATIONAL DEPARTMENTS. X X X 0 0 0 0 0 0 0 0 0 MARVIN PLAKUT PRESIDENT/CEO 161847 0 0 0 0 0 250 0 18285 0 180382 0 0 0 MIKE KAREL ADMINISTRATOR 137555 0 0 0 0 0 0 0 16863 0 154418 0 0 0 A HOUSING AND REDEVELOPMENT AUTHORITY OF THE CITY OF ST PAUL MN 416005521 792893FE4 2006-11-02 8591616 REMODELING AND EXPANSION OF NURSING HOME 0 0 0 B HOUSING AND REDEVELOPMENT AUTHORITY OF THE CITY OF ST PAUL MN 521440935 792908CB9 2012-11-15 10216876 REFUNDING OF 1999 BOND ISSUE, AND RESERVES RELATED TO CAMPUS EXPANSION 0 0 0 A 443200 8591616 168500 8256500 2008 0 0 1 1 B 141876 10216876 652417 6370776 205000 2988683 2013 0 1 1 1 A 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 A 0 1 0 0 0 0 0 0 0 B 0 1 0 0 0 0 0 0 0 A 0 B 0 PART V THE ORGANIZATION WOULD CONSULT WITH BOND COUNSEL TO ADDRESS ANY VIOLATIONS OF FEDERAL TAX REQUIREMENTS AND RELATED REMEDIATION. FORM 990, SCHEDULE K, PART I, ISSUER B THE ORGANIZATION SHARES THE PROCEEDS AND PURPOSE OF THE FUNDS FROM THIS BOND WITH A RELATED ORGANIZATION, IRIS PARK COMMONS. AT THE END OF TAX YEAR, 12/31/2013, THE OUTSTANDING BALANCE OF THE BOND FOR EPISCOPAL CHURCH HOME OF MINNESOTA AND IRIS PARK COMMONS WAS $3,613,750 AND $6,711,250 RESPECTIVELY. FORM 990, PART VI, SECTION A, LINE 3 EPISCOPAL HOMES MANAGEMENT IS A RELATED ORGANIZATION THAT IS RESPONSIBLE FOR MANAGING THE ORGANIZATION. THE BOARD OF THE EPISCOPAL HOMES MANAGEMENT IS ELECTED AS THE BOARD FOR EPISCOPAL CHURCH HOME OF MINNESOTA. FORM 990, PART VI, SECTION B, LINE 11 THE 990 IS PREPARED BY THE CPA FIRM HIRED BY THE ORGANIZATION TO PERFORM THE AUDIT USING INFORMATION PROVIDED BY THE ORGANIZATION. THE CFO REVIEWS THE RETURN AND APPROVES. THE FORM 990 IS MADE AVAILABLE TO THE BOARD OF DIRECTORS PRIOR TO SUBMISSION TO THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C ALL MEMBERS ARE RESPONSIBLE TO - WITHOUT REQUEST - MAKE A PROMPT, FULL, AND FRANK DISCLOSURE OF HIS OR HER CONFLICT OF INTEREST THEREIN TO THE ENTIRE BOARD PRIOR TO ANY ACTION UPON THE MATTER, CONTRACT, OR TRANSACTION THAT CAUSE CONFLICT. IF THE BOARD DETERMINES THAT A CONFLICT OF INTEREST EXISTS, THE PERSON SHALL REMOVE THEM SELF FROM THE MEETING ROOM OR FROM THE COMMUNICATION MEANS BY WHICH THE MEETING IS BEING HELD. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS ANNUALLY REVIEWS THE ACCOMPLISHMENTS OF THE CEO COMPARED TO THE GOALS SET FOR THE YEAR. MARKET RESEARCH IS ALSO DONE ANNUALLY TO COMPARE THE COMPENSATION OF THE CEO TO THE COMPENSATION OF OTHER CEO'S IN OUR INDUSTRY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST TO CEO OR DIRECTOR OF FINANCE. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 889,738. MANAGEMENT AND GENERAL EXPENSES 56,998. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 946,736. THERAPISTS AND OTHER NON PHYSICIAN SERVICES: PROGRAM SERVICE EXPENSES 870,076. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 870,076. FORM 990, PART XI, LINE 9: CHANGE IN INTEREST IN FOUNDATION 172,232. FORM 990, PART XII, LINE 2C THE BOARD OF DIRECTORS FINANCE COMMITTEE IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT AND THE SELECTION OF THE INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. EPISCOPAL HOMES OF MINNESOTA 490 LYNNHURST AVENUE EAST ST PAUL MN 55104 911983254 PROVISION OF SENIOR HOUSING AND CARE SERVICES MN 501(C)(3) LINE 1 N/A 0 CARTY HEIGHTS 412 DUNLAP STREET N ST PAUL MN 55104 204250735 SENIOR HOUSING MN 501(C)(3) LINE 9 EPISCOPAL HOMES OF MINNESOTA 1 CORNELIA HOUSE 490 LYNNHURST AVENUE EAST ST PAUL MN 55104 061692748 SENIOR HOUSING MN 501(C)(3) LINE 9 EPISCOPAL HOMES OF MINNESOTA 1 EH SERVICES INC 490 LYNNHURST AVENUE EAST ST PAUL MN 55104 455322401 FACILITIES MANAGMENT MN 501(C)(3) LINE 11A, I EPISCOPAL HOMES OF MINNESOTA 1 EPISCOPAL HOME CARE AND SERVICES 490 LYNNHURST AVENUE EAST ST PAUL MN 55104 270907277 HOME CARE MN 501(C)(3) LINE 9 EPISCOPAL HOMES OF MINNESOTA 1 EPISCOPAL HOMES FOUNDATION OF MINNESOTA 490 LYNNHURST AVENUE EAST ST PAUL MN 55104 411703612 FUNDRAISING MN 501(C)(3) LINE 7 EPISCOPAL HOMES OF MINNESOTA 1 IRIS PARK COMMONS 1850 UNIVERSITY AVENUE WEST ST PAUL MN 55104 411433860 ASSISTED LIVING MN 501(C)(3) LINE 9 EPISCOPAL HOMES OF MINNESOTA 1 KINGS CROSSING APARTMENTS 490 LYNNHURST AVENUE EAST ST PAUL MN 55104 264270887 SENIOR HOUSING MN 501(C)(3) LINE 9 EPISCOPAL HOMES OF MINNESOTA 1 MIDWAY POINTE 490 LYNNHURST AVENUE EAST ST PAUL MN 55104 454788152 LOW INCOME HOUSING MN 501(C)(3) LINE 9 EPISCOPAL HOMES OF MINNESOTA 1 SEABURY 1830 UNIVERSITY AVENUE WEST ST PAUL MN 55104 411997880 LOW INCOME HOUSING MN 501(C)(3) LINE 9 EPISCOPAL HOMES OF MINNESOTA 1 EPISCOPAL HOMES MANAGEMENT SERVICES OF MINNESOTA INC 490 LYNNHURST AVENUE EAST ST PAUL MN 55104 411695916 MANAGEMENT MN N/A C 0 EPISCOPAL HOMES OWNERS ASSOCIATION 490 LYNNHURST AVENUE EAST ST PAUL MN 55104 413917931 MANAGEMENT MN N/A C 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 1 1 1 0 0 IRIS PARK COMMONS B 234473 BOOK VALUE IRIS PARK COMMONS L 337269 BOOK VALUE EH SERVICES M 511826 BOOK VALUE IRIS PARK COMMONS P 231729 BOOK VALUE CORNELIA HOUSE Q 110161 BOOK VALUE CORNELIA HOUSE Q 166058 BOOK VALUE CARTY HEIGHTS Q 104761 BOOK VALUE EH SERVICES Q 712676 BOOK VALUE EPISCOPAL HOME CARE AND SERVICES Q 372535 BOOK VALUE EPISCOPAL HOMES MANAGEMENT SERVICES OF MINNESOTA Q 317548 BOOK VALUE IRIS PARK COMMONS Q 346768 BOOK VALUE KINGS CROSSING APARTMENTS Q 56782 BOOK VALUE SEABURY Q 121680 BOOK VALUE