SOUTHWEST MINNESOTA HOUSING PARTNERSHIP: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- SOUTHWEST MINNESOTA HOUSING PARTNERSHIP (EIN 41-1721815)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-14
- IRS object ID
- 201343189349303219
- Schema version
- 2012v2.1
- 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) |
|---|---|---|
| Timestamp | 2013-11-14T11:24:52-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390859910 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY VIRCHOW KRAUSE LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 S 6TH ST STE 2300 | AddressLine1 |
| City | MINNEAPOLIS | City |
| State | MN | State |
| ZIP Code | 55402 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 411721815 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTHWEST MINNESOTA HOUSING PARTNERSHIP | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SOUT | NameControl |
| Phone | 5073585123 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2401 BROADWAY AVENUE NO 4 | AddressLine1 |
| City | SLAYTON | City |
| State | MN | State |
| ZIP Code | 561721142 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RICK GOODEMANN | Name |
| Title | CHIEF EXECUTIVE OFFICER | Title |
| Phone | 5073585123 | Phone |
| Date Signed | 2013-11-12 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LAWRENCE H MOHR CPA | Name |
| PTIN | P00447603 | PTIN |
| Phone | 6128764500 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | RICK GOODEMANN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2401 BROADWAY AVENUE NO 4 | AddressLine1 |
| City | SLAYTON | City |
| State | MN | State |
| ZIP Code | 561721142 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 8527990 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.SWMHP.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1992 | YearFormation |
| State Legal Domicile | MN | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE ADEQUATE AND AFFORDABLE DWELLINGS FOR THE PEOPLE OF SOUTHWESTERN MINNESOTA. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 14 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 14 | NbrIndependentVotingMembers |
| Total Nbr Employees | 32 | TotalNbrEmployees |
| Total Nbr Volunteers | 14 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 3458165 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 4032737 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 5698696 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 4313868 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 115909 | InvestmentIncomePriorYear |
| Investment Income Current Year | 166328 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 277010 | OtherRevenuePriorYear |
| Other Revenue Current Year | 15057 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 9549780 | TotalRevenuePriorYear |
| Total Revenue Current Year | 8527990 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 2379767 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 2344399 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1104035 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1231862 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 54757 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 4346227 | OtherExpensePriorYear |
| Other Expenses Current Year | 4387365 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 7830029 | TotalExpensesPriorYear |
| Total Expenses Current Year | 7963626 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1719751 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 564364 | RevenuesLessExpensesCY |
| Total Assets BOY | 31496344 | TotalAssetsBOY |
| Total Assets EOY | 36802389 | TotalAssetsEOY |
| Total Liabilities BOY | 20584105 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 25325786 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 10912239 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 11476603 | NetAssetsOrFundBalancesEOY |
| Mission Description | CREATE THRIVING PLACES TO LIVE, GROW, AND WORK THROUGH PARTNERSHIPS WITH COMMUNITIES. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 4235309 | Expense |
| Revenue | 3268383 | Revenue |
| Description | MULTI-FAMILY DEVELOPMENT AND ASSET MANAGEMENT - DEVELOPMENT AND MANAGEMENT OF MULTI-FAMILY RENTAL PROPERTY. 1,255 UNITS SERVED. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2459731 | Expense |
| Grants | 2056208 | Grants |
| Revenue | 273044 | Revenue |
| Description | HOUSING AND COMMERCIAL REHAB - ASSISTED GOVERNMENT ENTITIES TO ADMINISTER HOUSING AND COMMERCIAL REHAB GRANTS RECEIVED FROM THE MINNESOTA HOUSING FINANCE AGENCY AND THE MINNESOTA DEPARTMENT OF EMPLOYMENT AND ECONOMIC DEVELOPMENT. SERVED 778 UNITS AND 1,868 INDIVIDUALS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 813631 | Expense |
| Grants | 288191 | Grants |
| Revenue | 787498 | Revenue |
| Description | DEVELOPMENT - ASSISTED LOCAL UNITS OF GOVERNMENT AND NON-PROFIT DEVELOPERS TO IDENTIFY AND IMPACT HOUSING NEEDS. FUNDED FROM DEVELOPER FEES, FOUNDATION GRANTS AND THE MINNESOTA HOUSING FINANCE AGENCY. SERVED 125 UNITS AND 300 INDIVIDUALS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 7508671 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 1 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 1 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 1 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 1 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 94 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 32 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 14 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 14 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 1 | InvestmentInJointVenture |
| Written Policy Or Procedure | 1 | WrittenPolicyOrProcedure |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PETER HOGAN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5078368866 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2401 BROADWAY AVENUE NO 4 | AddressLine1 |
| City | SLAYTON | City |
| State | MN | State |
| ZIP Code | 561721142 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (16 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| JULIE RATH | ||||||
| CHAIRMAN OF THE BOARD | 1.00 | X | X | 2132 | 0 | 0 |
| SHIRLEY ANDERSON-PORISCH | ||||||
| VICE CHAIR OF THE BOARD | 1.00 | X | X | 719 | 0 | 0 |
| JAY TRUSTY | ||||||
| SECRETARY/TREASURER | 1.00 | X | X | 0 | 0 | 0 |
| DEB LARSON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JANE WILDUNG-LANPHERE | ||||||
| DIRECTOR | 1.00 | X | 723 | 0 | 0 | |
| JOHN FITZGERALD | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| NEAL FSTEFFL | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MARY MULDER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DAVIS BENSON | ||||||
| DIRECTOR | 1.00 | X | 685 | 0 | 0 | |
| JERRY MCGUIRE | ||||||
| DIRECTOR | 1.00 | X | 875 | 0 | 0 | |
| SCOTT JOHNSON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| RICHARD HOLMBERG | ||||||
| DIRECTOR | 1.00 | X | 40 | 0 | 0 | |
| DOMINIC SMITH | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DALE ROEMICH | ||||||
| DIRECTOR | 1.00 | X | 870 | 0 | 0 | |
| RICK GOODEMANN | ||||||
| CHIEF EXECUTIVE OFFICER | 40.00 | X | 98960 | 0 | 11722 | |
| BRADLEY SHAFFER | ||||||
| CHIEF FINANCIAL OFFICER | 40.00 | X | 49544 | 0 | 7053 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 154548 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 18775 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| BABCOCK CONSTRUCTION | |||||
| 2941 300TH ST | MARSHALL | MN | 56258 | CONSTRUCTION | 256955 |
| CLIFTONLARSONALLEN LLP | |||||
| 109 N MAIN ST | AUSTIN | MN | 55912 | ACCOUNTING SERVICES | 156764 |
| DAN CONWAY CONSTRUCTION | |||||
| 1911 25TH ST | SLAYTON | MN | 56172 | CONSTRUCTION | 115065 |
| DOUG NAU CONSTRUCTION | |||||
| PO BOX 232 | WORTHINGTON | MN | 56187 | CONSTRUCTION | 109455 |
| WOODBURY CONSTRUCTION | |||||
| 613 ORCHARD RD | WORTHINGTON | MN | 56187 | CONSTRUCTION | 100693 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
| Government Grants | 3732872 | GovernmentGrants |
| All Other Contributions | 299865 | AllOtherContributions |
| Total Contributions | 4032737 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| RENTAL INCOME | 531110 | 2669458 | 2669458 |
| FEES FOR SERVICE | 531390 | 1306325 | 1306325 |
| ASSETS HELD FOR SALE | 531390 | 338085 | 338085 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 4313868 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 166328 | TotalRevenueColumn |
| Exclusion | $166,328 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 15057 | TotalRevenueColumn |
| Related Or Exempt Function Income | 15057 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 15057 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 8527990 | TotalRevenueColumn |
| Related Or Exempt Function Income | 4328925 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $166,328 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 73557 | Total |
| Program Services | 73557 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2270842 | Total |
| Program Services | 2270842 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 173323 | Total |
| Program Services | 57774 | ProgramServices |
| Management And General | 115549 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 859055 | Total |
| Program Services | 720687 | ProgramServices |
| Management And General | 96855 | ManagementAndGeneral |
| Fundraising | 41513 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33803 | Total |
| Program Services | 26308 | ProgramServices |
| Management And General | 6491 | ManagementAndGeneral |
| Fundraising | 1004 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 97656 | Total |
| Program Services | 74453 | ProgramServices |
| Management And General | 18593 | ManagementAndGeneral |
| Fundraising | 4610 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 68025 | Total |
| Program Services | 52536 | ProgramServices |
| Management And General | 12473 | ManagementAndGeneral |
| Fundraising | 3016 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3731 | Total |
| Program Services | 2920 | ProgramServices |
| Management And General | 811 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 71598 | Total |
| Program Services | 64898 | ProgramServices |
| Management And General | 6700 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 274948 | Total |
| Program Services | 218962 | ProgramServices |
| Management And General | 54423 | ManagementAndGeneral |
| Fundraising | 1563 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 193730 | Total |
| Program Services | 191153 | ProgramServices |
| Management And General | 2517 | ManagementAndGeneral |
| Fundraising | 60 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 94947 | Total |
| Program Services | 79146 | ProgramServices |
| Management And General | 15515 | ManagementAndGeneral |
| Fundraising | 286 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6736 | Total |
| Program Services | 6587 | ProgramServices |
| Management And General | 149 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 51493 | Total |
| Program Services | 51493 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 75249 | Total |
| Program Services | 32599 | ProgramServices |
| Management And General | 40375 | ManagementAndGeneral |
| Fundraising | 2275 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31679 | Total |
| Program Services | 23106 | ProgramServices |
| Management And General | 8143 | ManagementAndGeneral |
| Fundraising | 430 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 39282 | Total |
| Program Services | 30621 | ProgramServices |
| Management And General | 8661 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 60748 | Total |
| Program Services | 54050 | ProgramServices |
| Management And General | 6698 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28768 | Total |
| Program Services | 28768 | ProgramServices |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| HOUSING PROGRAM EXPENSE | 3134853 | 3134853 | |
| HOME BUILDING EXPENSES | 276452 | 276452 | |
| MISCELLANEOUS | 43151 | 36906 | 6245 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7963626 | Total |
| Program Services | 7508671 | ProgramServices |
| Management And General | 400198 | ManagementAndGeneral |
| Fundraising | 54757 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 342883 | BOY |
| EOY | 473738 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4134975 | BOY |
| EOY | 3477680 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 50619 | BOY |
| EOY | 114707 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 817979 | BOY |
| EOY | 699950 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3392548 | BOY |
| EOY | 4762115 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23126 | BOY |
| EOY | 13022 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 26843528 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 4446692 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17733613 | BOY |
| EOY | 22396836 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4805540 | BOY |
| EOY | 4561054 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 195061 | BOY |
| EOY | 303287 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31496344 | BOY |
| EOY | 36802389 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 963835 | BOY |
| EOY | 1011372 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 673004 | BOY |
| EOY | 667349 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9834236 | BOY |
| EOY | 9725859 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 568590 | BOY |
| EOY | 290943 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8377542 | BOY |
| EOY | 13477197 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 64000 | BOY |
| EOY | 10000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 102898 | BOY |
| EOY | 143066 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20584105 | BOY |
| EOY | 25325786 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6890713 | BOY |
| EOY | 7621056 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 374077 | BOY |
| EOY | 318098 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3647449 | BOY |
| EOY | 3537449 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10912239 | BOY |
| EOY | 11476603 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31496344 | BOY |
| EOY | 36802389 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 564364 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5371443 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6850469 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1810036 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3458165 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4032737 | CurrentTaxYear |
| Total | 21522850 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5371443 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6850469 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1810036 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3458165 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4032737 | CurrentTaxYear |
| Total | 21522850 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 3760127 | AmountsSubstContributorsTotal |
| Public Support Total170 | 17762723 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 133056 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 133694 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 72811 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 115909 | CurrentTaxYearMinus1Year |
| Current Tax Year | 166328 | CurrentTaxYear |
| Total | 621798 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 27581 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 31354 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 26665 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 277010 | CurrentTaxYearMinus1Year |
| Current Tax Year | 15057 | CurrentTaxYear |
| Total | 377667 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 22522315 | TotalSupport |
| Public Support Pertcentage170 | 0.78870 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.77650 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtc |
| Included On FS | 1 | IncludedOnFS |
| Explanation In Part XIII | X | ExplanationInPartXIII |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2558185 | OtherCostOrOtherBasis |
| Book Value | 2558185 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 23200070 | OtherCostOrOtherBasis |
| Depreciation | 4208813 | Depreciation |
| Book Value | 18991257 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1085273 | OtherCostOrOtherBasis |
| Depreciation | 237879 | Depreciation |
| Book Value | 847394 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 22396836 | TotalOfBookValueLandBuildings |
Investments Program Related InvestmentsProgramRelated (3 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| ASSETS HELD FOR RESALE | 856774 | C |
| DUE FROM AFFILIATES | 1766220 | C |
| INVESTMENTS IN LPS AND OTHER | 1938060 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Program Related | 4561054 | TotalOfBookValueProgramRelated |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | SECURITY DEPOSITS | Description |
| Amount | $143,066 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 143066 | TotalOfAmounts |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART IV, LINE 2B: | ReturnReference |
| Explanation | SOUTHWEST MINNESOTA PARTNERSHIP IS A FISCAL AGENT FOR THE ROCK COUNTY HERITAGE CENTER AND THE SMALL CITIES DEVELOPMENT FUND PROGRAM THROUGH THE MINNESOTA DEPARTMENT OF EMPLOYMENT AND ECONOMIC DEVELOPMENT. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| TYLER AMERICAN LEGION | |||||||
| 138 E BRADLEY AVE | TYLER | MN | 56178 | 410692113 | 501(C)(19) | 38557 | REHAB OF THE AMERICAN LEGION IN TYLER, MN. |
| SOUTHWESTERN MENTAL HEALTH CENTER | |||||||
| 1210 5TH AVE | WORTHINGTON | MN | 56187 | 410914354 | 501(C)(3) | 30000 | OPERATIONAL GRANT TO FURTHER THE MISSION OF THE SOUTHWEST MENTAL HEALTH CENTER. |
| WESTERN COMMUNITY ACTION | |||||||
| 1400 S SARATOGA ST | MARSHALL | MN | 56258 | 410888137 | 501(C)(3) | 5000 | GRANT TO FURTHER THE MISSION OF THE COMMUNITY FOOD SHELF. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 2 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 1 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII (5 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| SMALL CITIES BLOCK GRANT - OWNER OCCUPIED HOUSING REHAB | 126 | 1792216 |
| SMALL CITIES BLOCK GRANT - RENTAL REHAB | 5 | 88652 |
| SMALL CITIES BLOCK GRANT - DUPLEX RENTAL REHAB | 18 | 134640 |
| HOME REHAB, GAP FINANCING & HELP LOAN DISBURSEMENTS | 29 | 172406 |
| OTHER ASSISTANCE PROGRAMS | 135 | 82928 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: THE PROCEDURES FOR MONITORING USE OF GRANT FUNDS IN THE U.S. INCLUDE HAVING THE PROGRAM AND FINANCE STAFF REVIEW THE GRANT AGREEMENTS FOR REQUIREMENTS OF THE GRANT FUNDS. GRANT APPLICATIONS ARE ALSO REVIEWED BECAUSE MOST OF THE APPLICATIONS ARE INCORPORATED INTO THE AGREEMENTS. FOR THE GRANT FUNDS WITH ESTABLISHED POLICIES, THE APPLICATIONS AND THE FUNDERS' POLICIES ARE REVIEWED FOR ANY PROVISIONS THAT DICTATE HOW THE FUNDS ARE TO BE DISBURSED AND REPORTED. INTERIM AND FINAL NARRATIVE AND FINANCIAL REPORTS ON USAGE OF FUNDS ARE PROVIDED TO FUNDERS. THE FUNDS ARE TRACKED BY PROGRAM AND FINANCE STAFF. ALONG WITH THE FUNDER, THROUGH DRAW REQUESTS AND REPORTS. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (2 entries)
| Bond ReferenceBondReferenceCd | Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|---|
| CITY OF JACKSON MN | ||||||||
| A | 416005262 | 468410AD7 | 2004-09-29 | 4990000 | MULTIFAMILY HOUSING ACQUISITION | 0 | 0 | 0 |
| CITY OF LUVERNE MN | ||||||||
| B | 416005329 | 2009-11-06 | 5196000 | MULTIFAMILY HOUSING ACQUISITION | 0 | 0 | 0 | |
Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)
| Bond ReferenceBondReferenceCd | Amount RetiredAmountRetired | Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Capital ExpendituresCapitalExpenditures | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|---|---|---|---|
| A | 160000 | 4990000 | 140000 | 99800 | 4750200 | 2004 | 0 | 0 | 1 | 1 |
| B | 162153 | 5196000 | 32000 | 5164000 | 2009 | 0 | 0 | 1 | 1 |
Form990 Schedule K Part III Form990ScheduleKPartIII (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Bond Iss Meet Prvt Security Pay TestBondIssMeetPrvtSecurityPayTest | Change In Use Bond Financed PropChangeInUseBondFinancedProp | Non Qualified Bond Remed ProcdrsNonQualifiedBondRemedProcdrs |
|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| B | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiled | Rebate Not Due YetRebateNotDueYet | Exception To RebateExceptionToRebate | No Rebate DueNoRebateDue | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Written Proc To Monitor ReqsWrittenProcToMonitorReqs |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 1 | 0 | 0 | 0 | 0 | 0 |
| B | 0 | 0 | 1 | 0 | 1 | 0 | 0 | 0 | 0 |
Form990 Schedule K Part V Form990ScheduleKPartV (2 entries)
| Bond ReferenceBondReferenceCd | Proc To Undertk Corrective ActionProcToUndertkCorrectiveAction |
|---|---|
| A | 0 |
| B | 0 |
Form990 Schedule K Part VI Form990ScheduleKPartVI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE K PART IV, ARBITRAGE, LINE 2C | Identifier |
| Return Reference | DATE REBATE COMPUTATION PERFORMED | ReturnReference |
| Explanation | ISSUER NAME: CITY OF JACKSON, MN DATE THE REBATE COMPUTATION WAS PERFORMED: 09/30/2009 | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE 990 FORM IS PRESENTED TO THE BOARD OF DIRECTORS AT THE BOARD MEETING AND REVIEWED PRECEDING ITS SUBMISSION. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION HAS A POLICY IN PLACE SINCE 1997 THAT ADDRESSES THE FOLLOWING ELEMENTS: GIFTS OR FAVORS; USE OF CONFIDENTIAL INFORMATION; USE OF PROPERTY; USE OF POSITION TO SECURE BENEFITS. THE POLICY COVERS THE BOARD OF DIRECTORS, COMMITTEE MEMBERS AND OFFICERS OF THE CORPORATION. PERSONS WITH A CONFLICT ARE EXPECTED TO DECLARE THEIR CONFLICT. ALL DIRECTORS AND OFFICERS OF THE CORPORATION RENEW AND ACKNOWLEDGE THE CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD OF DIRECTORS COMPLETES AN EVALUATION OF THE EXECUTIVE DIRECTOR ON AN ANNUAL BASIS. AS PART OF THE EVALUATION, AN INFORMAL SURVEY IS CONDUCTED OF THE WAGE RATES OF EXECUTIVE DIRECTORS OF SIMILAR ORGANIZATIONS WITHIN SOUTHERN MINNESOTA. THE ORGANIZATION UTILIZED A SURVEY INSTRUMENT IN 2005 TO ESTABLISH WAGE RANGES FOR ALL POSITIONS. THE EXECUTIVE DIRECTOR EVALUATES THE FINANCE DIRECTOR ON A SEMI - ANNUAL BASIS AND DETERMINES THE WAGE ADJUSTMENT ANNUALLY. |
| FORM 990, PART VI, SECTION C, LINE 19 | ALL GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. |
| FORM 990, PART XII, LINE 2C: | NEITHER THE OVERSIGHT PROCESS OR THE SELECTION PROCESS OF THE INDEPENDENT ACCOUNTANT CHANGED DURING THE TAX YEAR. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI (11 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Total IncomeTotalIncome | EOY AssetsEOYAssets | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|
| LAKESIDE APARTMENTS | |||||||||
| 2401 BROADWAY AVENUE | SLAYTON | MN | 56172 | 411721815 | RESIDENTIAL RENTAL | MN | 17306 | 105714 | SOUTHWEST MINNESOTA HOUSING PARTNERSHIP |
| UPTOWN APARTMENTS | |||||||||
| 2401 BROADWAY AVENUE | SLAYTON | MN | 56172 | 411721815 | RESIDENTIAL RENTAL | MN | 70752 | 273011 | SOUTHWEST MINNESOTA HOUSING PARTNERSHIP |
| SOUTHWEST PUBLIC HOUSING | |||||||||
| 2401 BROADWAY AVENUE | SLAYTON | MN | 56172 | 411721815 | RESIDENTIAL RENTAL | MN | 651872 | 4479667 | SOUTHWEST MINNESOTA HOUSING PARTNERSHIP |
| NEW PRAGUE WESTGATE TOWNHOMES LLC | |||||||||
| 600 FIRST STREET | NEW PRAGUE | MN | 56071 | 261540097 | RESIDENTIAL RENTAL | CO | 358367 | 3754207 | SOUTHWEST MINNESOTA HOUSING PARTNERSHIP |
| WESTBROOK APARTMENTS | |||||||||
| 2401 BROADWAY AVENUE | SLAYTON | MN | 56172 | 411721815 | RESIDENTIAL RENTAL | MN | 72026 | 321790 | SOUTHWEST MINNESOTA HOUSING PARTNERSHIP |
| BUFFWOOD LLC | |||||||||
| 2401 BROADWAY AVENUE | SLAYTON | MN | 56172 | 270175280 | RESIDENTIAL RENTAL | MN | 1143202 | 8848739 | SOUTHWEST MINNESOTA HOUSING PARTNERSHIP |
| PARTNERSHIP COMMUNITY LAND TRUST LLC | |||||||||
| 2401 BROADWAY AVENUE | SLAYTON | MN | 56172 | 263077766 | LAND TRUST | CO | 129148 | 726245 | SOUTHWEST MINNESOTA HOUSING PARTNERSHIP |
| ST PETER NICOLLET MEADOWS LLC | |||||||||
| 2401 BROADWAY AVENUE | SLAYTON | MN | 56172 | 273495194 | RESIDENTIAL RENTAL | MN | 171627 | 1753039 | SOUTHWEST MINNESOTA HOUSING PARTNERSHIP |
| SWMHP SIBLEY PARKWAY APARTMENTS LLC | |||||||||
| 2401 BROADWAY AVENUE | SLAYTON | MN | 56172 | 274542454 | RESIDENTIAL RENTAL | MN | 23157 | 533157 | SOUTHWEST MINNESOTA HOUSING PARTNERSHIP |
| SWMHP LAKEWOOD APARTMENTS LLC | |||||||||
| 2401 BROADWAY AVENUE | SLAYTON | MN | 56172 | 460637448 | RESIDENTIAL RENTAL | MN | 163514 | 2721706 | SOUTHWEST MINNESOTA HOUSING PARTNERSHIP |
| SWMHP MCKAY APARTMENTS LLC | |||||||||
| 2401 BROADWAY AVENUE | SLAYTON | MN | 56172 | 460642825 | RESIDENTIAL RENTAL | MN | 64605 | 1081001 | SOUTHWEST MINNESOTA HOUSING PARTNERSHIP |
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NICOLLET MEADOWS HOUSING GROUP | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | WEST MENK DRIVE | AddressLine1 |
| City | ST PETER | City |
| State | MN | State |
| ZIP Code | 56082 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 412019031 | EIN |
| Primary Activities | RESIDENTIAL RENTAL | PrimaryActivities |
| Legal Domicile State | MN | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | LINE 9 | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTHWEST MINNESOTA HOUSING PARTNERSHIP | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Org | 1 | ControlledOrg |
Form990 Schedule R Part III Form990ScheduleRPartIII (20 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Direct Controlling Entity NADirectControllingEntityNA | Predominant Income TypePredominantIncomeType | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Disproportionate AllocationsDisproportionateAllocations | General Or Managing PartnerGeneralOrManagingPartner | Percentage OwnershipPercentageOwnership | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CENTRAL SQUARE APARTMENTS LIMITED PARTNERSHIP | ||||||||||||||
| 301 WASHINGTON AVENUE | ST PETER | MN | 55082 | 201004066 | RENTAL | MN | N/A | RELATED | -14 | 452 | 0 | 1 | 0.00010 | |
| MANKATO CHERRY RIDGE APARTMENTS LIMITED PARTNERSHIP | ||||||||||||||
| 101 GLENWOOD | MANKATO | MN | 56001 | 320186953 | RENTAL | MN | N/A | RELATED | -8 | 622 | 0 | 1 | 0.00010 | |
| SOUTH PARK MANOR LIMITED PARTNERSHIP (CROSSROADS TOWNHOMES) | ||||||||||||||
| 106 5TH STREET SW | DODGE CTR | MN | 55927 | 411395722 | RENTAL | MN | N/A | RELATED | -11690 | 548027 | 0 | 1 | 0.30000 | |
| GRANDE APARTMENTS LIMITED PARTNERSHIP (GRANDE APARTMENTS) | ||||||||||||||
| 104 N 9TH STREET | OLIVIA | MN | 56277 | 411989163 | RENTAL | MN | N/A | RELATED | -7 | 147 | 0 | 1 | 0.00010 | |
| PARIS PARK LIMITED PARTNERSHIP (PARIS PARK TOWNHOMES) | ||||||||||||||
| 1100-1100 PARIS ROAD | MARSHALL | MN | 56258 | 753024145 | RENTAL | MN | N/A | RELATED | -16 | 233 | 0 | 1 | 0.00010 | |
| JACKSON FAMILY HOUSING LIMITED PARTNERSHIP (RIVER BLUFF TOWNHOMES) | ||||||||||||||
| 300-302 HWY 71 S | JACKSON | MN | 56143 | 411855345 | RENTAL | MN | N/A | RELATED | -5 | 721 | 0 | 1 | 0.00010 | |
| LUVERNE FAMILY HOUSING LIMITED PARTNERSHIP (ROCK CREEK TOWNHOMES) | ||||||||||||||
| 300-323 OAK DRIVE | LUVERNE | MN | 56156 | 411855330 | RENTAL | MN | N/A | RELATED | -10 | 124 | 0 | 1 | 0.00010 | |
| ROCK MANOR LIMITED PARTNERSHIP (STONE CREEK TOWNHOMES) | ||||||||||||||
| 500 W HATTIG STREET | LUVERNE | MN | 56156 | 411443134 | RENTAL | MN | N/A | RELATED | -1342 | 64576 | 0 | 1 | 0.05000 | |
| TANGLEWOOD ESTATE LIMITED PARTNERSHIP (TANGLEWOOD ESTATES) | ||||||||||||||
| 901-924 TANGLEWOOD DR | MONTEVIDEO | MN | 56265 | 411823082 | RENTAL | MN | N/A | RELATED | -7 | 141 | 0 | 1 | 0.00010 | |
| VIKING TERRACE APARTMENTS LIMITED PARTNERSHIP | ||||||||||||||
| 1440-1460 N BURLINGTON | WORTHINGTON | MN | 56187 | 202772402 | RENTAL | MN | N/A | RELATED | -17 | 361 | 0 | 1 | 0.00010 | |
| PIPESTONE FAMILY HOUSING LIMITED PARTNERSHIP (WHISPERING WINDS TOWNHOMES) | ||||||||||||||
| 402-416 6TH AVE/724 5TH | PIPESTONE | MN | 56165 | 411980471 | RENTAL | MN | N/A | RELATED | -10 | 135 | 0 | 1 | 0.00010 | |
| PRAIRIE VIEW LIMITED PARTNERSHIP (WILLOW COURT TOWNHOMES) | ||||||||||||||
| 1545-1627 DARLING DRIVE | WORTHINGTON | MN | 56187 | 411823081 | RENTAL | MN | N/A | RELATED | -15100 | 10955 | 0 | 1 | 0.01000 | |
| RIVER RIDGE WINDOM LIMITED PARTNERSHIP (WINDOM APARTMENTS) | ||||||||||||||
| 135 145 6TH AVE S | WINDOM | MN | 56101 | 411924492 | RENTAL | MN | N/A | RELATED | -21 | 460 | 0 | 1 | 0.00040 | |
| WESTWIND ESTATES TOWNHOMES LIMITED PARTNERSHIP | ||||||||||||||
| 2401 BROADWAY AVE | SLAYTON | MN | 56172 | 263077684 | RENTAL | MN | N/A | RELATED | 2 | 473 | 0 | 1 | 0.00010 | |
| SPRINGSTONE LIMITED LIABILITY COMPANY | ||||||||||||||
| 2401 BROADWAY AVE | SLAYTON | MN | 56172 | 270310144 | RENTAL | MN | RELATED | -116824 | 4903164 | 0 | 1 | 0.80000 | SOUTHWEST MINNESOTA HOUSING PARTNERSHIP | |
| NEW CASTLE TOWNHOMES LIMITED PARTNERSHIP | ||||||||||||||
| 2401 BROADWAY AVE | SLAYTON | MN | 56172 | 271227549 | RENTAL | MN | N/A | RELATED | -23 | 298 | 0 | 1 | 0.00010 | |
| MARSHALL FAMILY APARTMENTS LIMITED PARTNERSHIP | ||||||||||||||
| 4TH ST HWY 23 | MARSHALL | MN | 56258 | 411824435 | RENTAL | MN | N/A | RELATED | 1179 | 0 | 1 | 0.00050 | ||
| KESTREL PROPERTIES V LIMITED PARTNERSHIP | ||||||||||||||
| 7815 133RD ST WEST | APPLE VALLEY | MN | 55124 | 411913956 | RENTAL | MN | N/A | RELATED | 853 | 0 | 1 | 0.00500 | ||
| SIOUX FALLS LEASED HOUSING ASSOCIATES LIMITED PARTNERSHIP | ||||||||||||||
| 2905 NORTHWEST BLVD 150 | PLYMOUTH | MN | 55441 | 411952279 | RENTAL | MN | N/A | RELATED | 2364 | 0 | 1 | |||
| SIBLEY PARKWAY APARTMENTS LIMITED PARTNERSHIP | ||||||||||||||
| 2401 BROADWAY AVE | SLAYTON | MN | 56172 | 274542357 | RENTAL | MN | N/A | RELATED | 11 | 193 | 0 | 1 | 0.01000 | |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTHWEST BUILDING SPECIALISTS INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2401 BROADWAY AVENUE | AddressLine1 |
| City | SLAYTON | City |
| State | MN | State |
| ZIP Code | 56172 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203280023 | EIN |
| Primary Activity | GENERAL CONTRACTOR | PrimaryActivity |
| Legal Domicile State | MN | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTHWEST MINNESOTA HOUSING PARTNERSHIP | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Entity | C | TypeOfEntity |
| Share Of Total Income | 1609131 | ShareOfTotalIncome |
| Share Of EOY Assets | 456262 | ShareOfEOYAssets |
| Percentage Ownership | 1.00000 | PercentageOwnership |
| Controlled Org | 1 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 1 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 1 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (10 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| SIBLEY PARKWAY APARTMENTS LIMITED PARTNERSHIP | ||
| D | 568930 | FMV |
| WESTWIND ESTATES TOWNHOMES LIMITED PARTNERSHIP | ||
| D | 58406 | FMV |
| PARTNERSHIP COMMUNITY LAND TRUST | ||
| D | 295070 | FMV |
| NICOLLET MEADOWS HOUSING GROUP | ||
| D | 158949 | FMV |
| NEW CASTLE TOWNHOMES LIMITED PARTNERSHIP | ||
| D | 89517 | FMV |
| CHERRY RIDGE APARTMETNS LIMITED PARTNERSHIP | ||
| D | 83570 | FMV |
| NEW CASTLE TOWNHOMES LIMITED PARTNERSHIP | ||
| K | 373000 | FMV |
| NEW CASTLE TOWNHOMES LIMITED PARTNERSHIP | ||
| K | 56160 | FMV |
| SOUTHWEST BUILDING SPECIALISTS INC | ||
| L | 1609131 | FMV |
| NICOLLET MEADOWS HOUSING GROUP | ||
| S | 32750 | FEES REC'D FOR MGMT SERVICES |