2013-08-15T10:22:09-05:00 2012-09-30 420714325 MCGLADREY LLP 801 NICOLLET MALL SUITE 1100 MINNEAPOLIS MN 55402 990 2011-10-01 410693899 JONES-HARRISON RESIDENCE JONE 6129202030 3700 CEDAR LAKE AVENUE MINNEAPOLIS MN 55416 COLLEEN REMPFER 6129202030 2013-08-13 1 TODD A JACKSON P00092672 6123324300 2011 2016-02-24 21:20:13Z COLLEEN REMPFER 3700 CEDAR LAKE AVENUE MINNEAPOLIS MN 55416 16126461 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. 13 13 327 75 0 0 609089 556356 15690071 15524544 14355 -22666 0 0 16313515 16058234 13318 9205 0 0 10159331 10111385 0 0 117246 7080013 6855171 17252662 16975761 -939147 -917527 25182111 24607736 14689893 14567790 10492218 10039946 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 14291317 12183457 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. 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 ASSURES OUR DAILY INTERACTIONS ARE IN TUNE WITH THE RESTORATIVE PLAN FOR THE RESIDENT. 198310 122354 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 TI 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. 472755 868566 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. 127097 2152793 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. 127097 2152793 15089479 1 1 0 0 0 0 0 0 0 0 1 1 0 1 1 1 1 0 0 0 0 0 0 0 0 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 0 1 357 0 1 327 1 0 0 0 0 0 0 0 0 0 0 X 13 13 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MN X THE ORGANIZATION 6129202030 3700 CEDAR LAKE AVENUE MINNEAPOLIS MN 55416 BARBARA LOUIS 1.00 X X 0 0 0 MARY THORPE-MEASE 1.00 X X 0 0 0 MARCIA DIRACLES 1.00 X X 0 0 0 JULIE DITZLER 1.00 X X 0 0 0 SHARON AADALEN 1.00 X 0 0 0 GINI KIRSCHT 1.00 X 0 0 0 JENNIFER ANDERSON 1.00 X 0 0 0 DELORES FLETCHER 1.00 X 0 0 0 MARY KILLIAN 1.00 X 0 0 0 LARRY KRIEDBERG 1.00 X 0 0 0 LESLIE NOVICH 1.00 X 0 0 0 SANDY SCHULZ 1.00 X 0 0 0 DONNA WONG 1.00 X 0 0 0 LOWELL BERGGREN 40.00 X 167203 0 37770 COLLEEN REMPFER 40.00 X 103282 0 9470 JOANN BUYTENDORP 40.00 X 106953 0 3312 377438 0 50552 3 0 1 0 AVIANDS 1751 W COUNTY ROAD B SUITE 300 ROSEVILLE MN 55113 FOOD SERVICE 1811313 1 500000 56356 556356 PROGRAM SERVICE REVENU 623000 15233383 15233383 MISCELLANEOUS REVENUE 623000 143043 143043 WELLNESS CENTER REVUE 621400 101020 101020 MEAL REVENUE 623000 28586 28586 GIFT SHOP/MASSAGE REVE 623000 18512 18512 15524544 13516 13516 32045 68227 -36182 -36182 -36182 16058234 15524544 0 -22666 9205 9205 301956 267544 31700 2712 8218824 7282174 862841 73809 137827 123438 14389 732765 656264 76501 720013 644844 75169 33827 30295 3532 47291 42354 4937 3642 3262 380 561311 502711 58600 54261 48597 5664 92715 81582 9510 1623 48222 35271 4111 8840 8234 7375 859 18496 16566 1930 704652 631087 73565 1381064 1236881 144183 148248 132771 15477 CONTRACTED SERVICES/OUT 2058849 1843906 214943 SUPPLIES 739388 661964 77164 260 UTILITIES 525622 470748 54874 MISCELLANEOUS 110527 76676 8938 24913 318822 283964 29769 5089 16975761 15089479 1769036 117246 405422 1053206 52912 36007 1466552 1002122 151419 167838 19387 39344 34885664 21761416 14309974 13124248 2028882 2095368 6747563 7089603 25182111 24607736 1589637 1742507 12965000 12700000 75256 55476 60000 69807 14689893 14567790 X 3057374 2183589 7262988 7684501 171856 171856 10492218 10039946 25182111 24607736 X -917527 465255 X X 0 1 1 X 0 X 745974 559583 651078 609089 556356 3122080 15544481 16151648 15638781 15673233 15524544 78532687 16290455 16711231 16289859 16282322 16080900 81654767 15229 50671 41148 149732 87387 344167 0 15229 50671 41148 149732 87387 344167 81310600 59651 8197 26201 26185 13156 133390 59651 8197 26201 26185 13156 133390 16350106 16719428 16316060 16308507 16094056 81788157 0.99420 0.99400 0.00160 0.00240 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1424712 1424712 26605164 16691916 9913248 296685 187087 109598 6388221 4805604 1582617 170882 76809 94073 13124248 MONEY MARKET 974802 F CORPORATE DEBT SECURITIES 17607 F CORPORATE EQUITY SECURITIES 18294 F CARECHOICE SECURITIES 95300 F CASH AND CASH EQUIVALENTS 4061 F PERPETUAL TRUSTS 156250 F CHARITABLE GIFT ANNUITY AGREEMNTS 829054 F 2095368 INTEREST IN JOINT VENTURES 6818377 DEFERRED FINANCING COSTS SERIES 2005 BONDS 271226 7089603 UNEARNED REVENUE 69807 69807 16058234 16975761 -917527 465255 465255 -452272 16494923 103552 361703 465255 16029668 28566 28566 16058234 16947195 0 16947195 28566 28566 16975761 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: AS OF SEPTEMBER 30, 2012, THERE ARE NO UNCERTAIN TAX POSITIONS TO BE RECORDED. PART XI, LINE 8 - OTHER ADJUSTMENTS: UNREALIZED LOSSES ON INVESTMENTS 103,552. CHANGE IN VALUE OF FOUNDATION ASSETS 361,703. TOTAL TO SCHEDULE D, PART XI, LINE 8: 465,255. PART XII, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF FOUNDATION ASSETS 361,703. PART XII, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT EXPENSE RECLASSED FROM REVENUE AS AN EXPENSE 28,566. PART XIII, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT EXPENSE RECLASSED FROM REVENUE AS AN EXPENSE 28,566. 1 SCHOLARSHIP 10 9205 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: ELIGIBLE, INTERESTED INDIVIDUALS MUST COMPLETE THE SCHOLARSHIP APPLICATION AND SUBMIT TO THE HR DEPARTMENT. HR REVIEWS THE APPLICATION TO ENSURE THAT ALL REQUIRED INFORMATION IS INCLUDED AND PRESENTS THE APPLICATION TO THE APPROPRIATE DEPARTMENT MANAGER FOR APPROVAL. WITHIN 30 DAYS AFTER COMPLETION OF EACH COURSE/SEMESTER/QUARTER, THE EMPLOYEE MUST PROVIDE THE HUMAN RESOURCES DEPARTMENT WITH DOUCUMENTS INDICATING COURSE COMPLETION AND GRADE RECEIVED. FAILURE TO ATTAIN AT LEAST A "C" OR "PASS" FOR PASS/FAIL COURSES WILL REQUIRE THAT THE EMPLOYEE REIMBURSE JONES-HARRISON FOR THE SCHOLARSHIP FUNDS RECEIVED FOR THAT PERIOD. COPIES OF ALL APPLICATIONS, TRANSCRIPTS, AND ANY OTHER DOCUMENTATION REGARDING THIS PROGRAM WILL BE MAINTAINED IN THE EMPLOYEE'S PERSONNEL FILE. JONES-HARRISON RESERVES THE RIGHT TO LIMIT THE AMOUNT OF FINANCIAL ASSISTANCE APPROVED EACH YEAR BASED ON AVAILABLE FUNDING. X X X 0 0 0 0 0 0 0 0 0 LOWELL BERGGREN 155081 0 0 0 12122 0 16561 0 21209 0 204973 0 0 0 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 1065000 14030000 14030000 2007 1 0 1 1 0 0 0 0 0.00000 0.00000 0.00000 1 1 1 0 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 DONNA WONG, DIRECTOR AND SANDY SCHULZ, DIRECTOR HAVE A FAMILY RELATIONSHIP. 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 GOVERNING DOCUMENTS, CONFILCIT OF INTEREST POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFILCIT OF INTEREST POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: UNREALIZED LOSSES ON INVESTMENTS 103,552. CHANGE IN VALUE OF FOUNDATION ASSETS 361,703. TOTAL TO FORM 990, PART XI, LINE 5: 465,255. NO CHANGE FROM PRIOR YEAR 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 1 1 0 1 0 0