ASSUMPTION HOME INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- ASSUMPTION HOME INC (EIN 41-0873335)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-14
- IRS object ID
- 201213199349304126
- Schema version
- 2011v1.2
- 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 | 2012-11-14T13:40:32-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 410746749 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 SOUTH SIXTH STREET SUITE 300 | 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 | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 410873335 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASSUMPTION HOME INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ASSU | NameControl |
| Phone | 3206853693 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 715 NORTH 1ST STREET | AddressLine1 |
| City | COLD SPRING | City |
| State | MN | State |
| ZIP Code | 56320 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAN LUTHENS | Name |
| Title | ADMINISTRATOR | Title |
| Phone | 3206853693 | Phone |
| Date Signed | 2012-11-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GORDON J VETSCH | Name |
| PTIN | P00047306 | PTIN |
| Phone | 6123764500 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JAN LUTHENS | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 715 NORTH 1ST STREET | AddressLine1 |
| City | COLD SPRING | City |
| State | MN | State |
| ZIP Code | 56320 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 7107773 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Group Exemption Number | 0928 | GroupExemptionNumber |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.ASSUMPTIONHOME.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1963 | YearFormation |
| State Legal Domicile | MN | StateLegalDomicile |
| Activity Or Mission Description | PROVIDING A CONTINUUM OF HEALTH AND RESIDENTIAL SERVICES IN A CHRISTIAN ENVIRONMENT. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 11 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 11 | NbrIndependentVotingMembers |
| Total Nbr Employees | 294 | TotalNbrEmployees |
| Total Nbr Volunteers | 160 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 36309 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 77627 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 7365184 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 6944932 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 46813 | InvestmentIncomePriorYear |
| Investment Income Current Year | 69945 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 12559 | OtherRevenuePriorYear |
| Other Revenue Current Year | 8164 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 7460865 | TotalRevenuePriorYear |
| Total Revenue Current Year | 7100668 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 4089123 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 3943578 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 3281251 | OtherExpensePriorYear |
| Other Expenses Current Year | 3487128 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 7370374 | TotalExpensesPriorYear |
| Total Expenses Current Year | 7430706 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 90491 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -330038 | RevenuesLessExpensesCY |
| Total Assets BOY | 20432943 | TotalAssetsBOY |
| Total Assets EOY | 20200250 | TotalAssetsEOY |
| Total Liabilities BOY | 14991024 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 15164788 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 5441919 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 5035462 | NetAssetsOrFundBalancesEOY |
| Mission Description | PROVIDING A CONTINUUM OF HEALTH AND RESIDENTIAL SERVICES IN A CHRISTIAN ENVIRONMENT. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 5614430 | Expense |
| Grants | 0 | Grants |
| Revenue | 5521135 | Revenue |
| Description | ASSUMPTION HOME, INC., OPERATES AN 82-BED LONG-TERM HEALTH CARE FACILITY IN COLD SPRING, MN, WHICH PROVIDES CARE TO RESIDENTS ON A DAILY BASIS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1180540 | Expense |
| Grants | 0 | Grants |
| Revenue | 1423797 | Revenue |
| Description | OPERATION OF A 59-UNIT APARTMENT COMPLEX ADJACENT TO ASSUMPTION HOME. INCLUDED ARE BOTH CONGREGATE SENIOR HOUSING AND HOUSING WITH SERVICES. THESE UNITS PROVIDE HOUSING FOR OLDER ADULTS IN A SAFE AND SECURE ENVIRONMENT. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 6794970 | 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 | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | 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 | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | 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 | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 11 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 294 | 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 | 11 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 11 | 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 | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | 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 | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRENDA WELLER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3206853693 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 715 NORTH 1ST STREET | AddressLine1 |
| City | COLD SPRING | City |
| State | MN | State |
| ZIP Code | 56320 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (12 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| DALE JOB | ||||||
| PRESDIENT | 1.00 | X | 0 | 0 | 0 | |
| ROXANNE DORWEILER | ||||||
| VICE PRESIDENT | 1.00 | X | 0 | 0 | 0 | |
| JUDY KEARIN | ||||||
| SECRETARY | 1.00 | X | 0 | 0 | 0 | |
| REV CLETUS CONNORS | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| MARY WENNER | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| DOROTHY PFLIPSEN | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| SISTER JUDY SCHAFFER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DON EIKMEIER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| RICHARD KRUEGER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ADAH EBELING | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| RON PAUSER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JAN LUTHENS | ||||||
| ADMINISTRATOR | 31.00 | 88742 | 0 | 10492 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 88742 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 10492 | 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 (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| CONLON CONSTRUCTION | |||||
| PO BOX 247 | ST CLOUD | MN | 56302 | REMODELING | 1143209 |
| CLIFTONLARSONALLEN LLP | |||||
| PO BOX 86 | MINNEAPOLIS | MN | 55486 | ACCOUNTING | 119135 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| All Other Contributions | 77627 | AllOtherContributions |
| Total Contributions | 77627 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| RESIDENT SERVICES | 623000 | 5233152 | 5233152 |
| OTHER SERVICES | 623000 | 971388 | 971388 |
| APARTMENT REVENUE | 623000 | 740392 | 740392 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 6944932 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 40052 | TotalRevenueColumn |
| Exclusion | $40,052 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 2625 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 2625 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2625 | TotalRevenueColumn |
| Exclusion | $2,625 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 29893 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 0 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 29893 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 29893 | TotalRevenueColumn |
| Exclusion | $29,893 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 11896 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 0 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 7105 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4791 | TotalRevenueColumn |
| Exclusion | $4,791 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | VENDING MACHINE | Description |
| Business Code | 722210 | BusinessCode |
| Total Revenue Column | 748 | TotalRevenueColumn |
| Exclusion | $748 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 748 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7100668 | TotalRevenueColumn |
| Related Or Exempt Function Income | 6944932 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $78,109 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 99234 | Total |
| Program Services | 99234 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3308907 | Total |
| Program Services | 3246949 | ProgramServices |
| Management And General | 61958 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 70415 | Total |
| Program Services | 67810 | ProgramServices |
| Management And General | 2605 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 176839 | Total |
| Program Services | 141189 | ProgramServices |
| Management And General | 35650 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 288183 | Total |
| Program Services | 241636 | ProgramServices |
| Management And General | 46547 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 413379 | Total |
| Program Services | 68907 | ProgramServices |
| Management And General | 344472 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 56533 | Total |
| Program Services | 3547 | ProgramServices |
| Management And General | 52986 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8968 | Total |
| Management And General | 8968 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 256935 | Total |
| Program Services | 238351 | ProgramServices |
| Management And General | 18584 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10798 | Total |
| Program Services | 3698 | ProgramServices |
| Management And General | 7100 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 875679 | Total |
| Program Services | 872566 | ProgramServices |
| Management And General | 3113 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 682338 | Total |
| Program Services | 679912 | ProgramServices |
| Management And General | 2426 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 163851 | Total |
| Program Services | 159139 | ProgramServices |
| Management And General | 4712 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| FOOD | 310956 | 310956 | |
| LICENSES | 259619 | 258769 | 850 |
| SUPPLIES | 224779 | 209177 | 15602 |
| REPAIRS | 106841 | 106461 | 380 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 116452 | Total |
| Program Services | 86669 | ProgramServices |
| Management And General | 29783 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7430706 | Total |
| Program Services | 6794970 | ProgramServices |
| Management And General | 635736 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 365104 | BOY |
| EOY | 355981 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 968833 | BOY |
| EOY | 1042432 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 953498 | BOY |
| EOY | 746405 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8084 | BOY |
| EOY | 14251 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 19936825 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 5827678 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13486757 | BOY |
| EOY | 14109147 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1083565 | BOY |
| EOY | 1058288 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3567102 | BOY |
| EOY | 2873746 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20432943 | BOY |
| EOY | 20200250 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 984910 | BOY |
| EOY | 1405431 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13422618 | BOY |
| EOY | 13485391 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33573 | BOY |
| EOY | 32987 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 217476 | BOY |
| EOY | 177558 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 332447 | BOY |
| EOY | 63421 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14991024 | BOY |
| EOY | 15164788 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5441919 | BOY |
| EOY | 5035462 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5441919 | BOY |
| EOY | 5035462 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20432943 | BOY |
| EOY | 20200250 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -330038 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -76419 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 34589 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 49292 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 50693 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 39309 | CurrentTaxYearMinus1Year |
| Current Tax Year | 77627 | CurrentTaxYear |
| Total | 251510 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6521487 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6875864 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7086337 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 7365184 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6944932 | CurrentTaxYear |
| Total | 34793804 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6556076 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6925156 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7137030 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 7404493 | CurrentTaxYearMinus1Year |
| Current Tax Year | 7022559 | CurrentTaxYear |
| Total | 35045314 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 35045314 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 118881 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 95189 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 64410 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 51594 | CurrentTaxYearMinus1Year |
| Current Tax Year | 40052 | CurrentTaxYear |
| Total | 370126 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 118881 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 95189 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 64410 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 51594 | CurrentTaxYearMinus1Year |
| Current Tax Year | 40052 | CurrentTaxYear |
| Total | 370126 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4091 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3662 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 9474 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 7522 | CurrentTaxYearMinus1Year |
| Current Tax Year | 8164 | CurrentTaxYear |
| Total | 32913 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6679048 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 7024007 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7210914 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 7463609 | CurrentTaxYearMinus1Year |
| Current Tax Year | 7070775 | CurrentTaxYear |
| Total | 35448353 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.98860 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.98580 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.01040 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.01330 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
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 |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 196008 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 1927 | InvestmentEarningsOrLosses |
| End Of Year Balance | 197935 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 192991 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 3017 | InvestmentEarningsOrLosses |
| End Of Year Balance | 196008 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 188463 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 4528 | InvestmentEarningsOrLosses |
| End Of Year Balance | 192991 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 178846 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 6621 | InvestmentEarningsOrLosses |
| End Of Year Balance | 188439 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.00000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 483018 | OtherCostOrOtherBasis |
| Book Value | 483018 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 17248249 | OtherCostOrOtherBasis |
| Depreciation | 4234955 | Depreciation |
| Book Value | 13013294 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 120852 | OtherCostOrOtherBasis |
| Depreciation | 82697 | Depreciation |
| Book Value | 38155 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2084706 | OtherCostOrOtherBasis |
| Depreciation | 1510026 | Depreciation |
| Book Value | 574680 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 14109147 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (6 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| BOND ISSUANCE COSTS | 354565 |
| BOND INDENTURE AGREEMENTS | 1847009 |
| RESIDENT TRUST FUNDS | 5708 |
| SECURITY DEPOSITS | 27279 |
| DUE FROM RELATED PARTY | 634158 |
| ACCURED INTEREST RECEIVABLE | 5027 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 2873746 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| RESIDENT TRUST FUNDS PAYABLE | $52,471 |
| DUE TO RELATED PARTY | $10,950 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 63421 | TotalOfAmounts |
| Total Revenue | 7100668 | TotalRevenue |
| Total Expenses | 7430706 | TotalExpenses |
| Excess Or Deficit For Year | -330038 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -76419 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -76419 | TotalAdjustments |
| Excess Or Deficit Per FS | -406457 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 6944932 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -76419 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | -76419 | RevenueNotRptdF990 |
| Revenue Subtotal | 7021351 | RevenueSubtotal |
| Other Revenues Not Included | 79317 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 79317 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 7100668 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 7430706 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 7430706 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 7430706 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART IV, LINE 2B: | THE ORGANIZATION HOLDS IN TRUST, SECURITY DEPOSITS ADVANCED BY THE TENANTS OF ASSUMPTION COURT. THE ORGANIZATION RECORDS THESE DEPOSITS, PLUS 1% SIMPLE INTEREST, AS A LIABILITY. | |
| PART V, LINE 4: | THE ENDOWMENT FUND WILL BE USED FOR CAPITAL AND OPERATING OF ASSUMPTION HOME AFTER FULLY VESTED. | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: |
| THE ORGANIZATION IS A MINNESOTA NONPROFIT CORPORATION THAT IS EXEMPT FROM INCOME TAXES PURSUANT TO SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION IS NOT A PRIVATE FOUNDATION, AND CONTRIBUTIONS TO THE ORGANIZATION QUALIFY AS A CHARITABLE TAX DEDUCTION BY THE DONOR. THE ORGANIZATION FOLLOWS THE APPLICABLE PROVISIONS OF FASB ASC 740-10 REGARDING ACCOUNTING FOR UNCERTAIN TAX POSITIONS. THE ORGANIZATION FILES INFORMATION RETURNS AS A TAX-EXEMPT ORGANIZATION. SHOULD THAT STATUS BE CHALLENGED IN THE FUTURE, ALL YEARS SINCE INCEPTION COULD BE SUBJECT TO REVIEW BY THE IRS. THE ORGANIZATION'S 2008, 2009 AND 2010 TAX YEARS ARE OPEN TO EXAMINATION BY THE IRS. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (2 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|
| CITY OF COLD SPRING MINNESOTA | |||||||
| 416005064 | 193024AS5 | 2005-03-31 | 6550000 | REFUND SERIES 1996 BONDS & FACILITY CONSTRUCTION | 0 | 0 | 0 |
| CITY OF COLD SPRING MINNESOTA | |||||||
| 416005064 | 193014AM9 | 2008-10-29 | 7987331 | FACILITY CONSTRUCTION | 0 | 0 | 0 |
Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)
| Amount RetiredAmountRetired | Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Capital ExpendituresCapitalExpenditures | Other Spent ProceedsOtherSpentProceeds | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|---|---|---|---|
| 710000 | 6550000 | 535168 | 131000 | 3793439 | 2090393 | 2005 | 0 | 0 | 0 | 1 |
| 7987331 | 600082 | 159746 | 7227503 | 2008 | 0 | 0 | 0 | 1 |
Form990 Schedule K Part III Form990ScheduleKPartIII (2 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 1 |
| 0 | 0 | 0 | 0 | 1 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (2 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Exception To RebateExceptionToRebate | Gross Proceeds InvestedGrossProceedsInvested |
|---|---|---|---|---|---|
| 1 | 1 | 0 | 0 | 0 | |
| 1 | 1 | 0 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fed Tax Requirements Compliance | X | FedTaxRequirementsCompliance |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (10 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | THREE DIRECTORS - THE PASTOR AND TWO TRUSTEES OF ST. BONIFACE CATHOLIC CHURCH, COLD SPRING, MN - ALSO SERVE AS MEMBERS OF THE ORGANIZATION. AS MEMBERS, THESE THREE INDIVIDUALS HAVE THE POWER TO PROPOSE AND VOTE ON THE APPOINTMENT OF THE OTHER EIGHT DIRECTORS. ADDITIONALLY, THESE SAME THREE DIRECTORS/MEMBERS HAVE THE POWER TO DISCHARGE ANY DIRECTOR THROUGH A MAJORITY VOTE OF THE FIVE MEMBERS. | |
| FORM 990, PART VI, SECTION A, LINE 6 | THE MEMBERS OF THE CORPORATION ARE AS FOLLOWS: 1. THE BISHOP OF THE DIOCESE OF ST. CLOUD, OR THE PERSON WHO, IN HIS STEAD, EXERCISES ORDINARY JURISDICTION OVER THE SPIRITUAL AND TEMPORAL AFFAIRS OF THE DIOCESE OF ST. CLOUD, IN ACCORDANCE WITH THE LEGISLATION OF THE ROMAN CATHOLIC CHURCH; 2. THE VICAR GENERAL OF THE DIOCESE OF ST. CLOUD, WHO HAS BEEN APPOINTED TO BE A MEMBER EX-OFFICIO OF THE CORPORATION OF THE DIOCESE OF ST. CLOUD. IN THE EVENT OF A VACANCY IN THE OFFICE OF THE BISHOP, OR IN THOSE CASES IN WHICH THE VICAR GENERAL'S OFFICE CEASES, THEN AND IN SUCH EVENT THE PERSON WHO WAS THE VICAR GENERAL SHALL CONTINUE TO BE A MEMBER EX-OFFICIO OF THIS CORPORATION WITH ALL THE RIGHTS AND POWERS INCIDENT THERETO, BUT HIS MEMBERSHIP SHALL CEASE AT ONCE WHEN THE OFFICE OF VICAR GENERAL HAS BEEN FILLED; 3. THE PASTOR OF ST. BONIFACE CATHOLIC CHURCH, COLD SPRING, MINNESOTA; 4. THE TWO TRUSTEES OF ST. BONIFACE CATHOLIC CHURCH, COLD SPRING, MINNESOTA, WHICH HAVE BEEN DESIGNATED AS THE TRUSTEES OF SAID PARISH PURSUANT TO THE PROVISIONS OF SECTION 315.15 OF THE MINNESOTA STATUTES, AND THEIR SUCCESSORS. | |
| FORM 990, PART VI, SECTION A, LINE 7A | EIGHT OF THE DIRECTORS ARE ELECTED BY THE MEMBERS OF THE CORPORATION AND SHALL SERVE IN THAT CAPACITY AT THE PLEASURE OF THE MEMBERS. | |
| FORM 990, PART VI, SECTION A, LINE 7B | CHANGES IN THE BYLAWS AND ARTICLES OF INCORPORATION REQUIRE BOARD OF DIRECTOR APPROVAL. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE 990 IS PREPARED BY AN INDEPENDENT PUBLIC ACCOUNTING FIRM AND IS REVIEWED BY BOTH THE ADMINISTRATOR AND THE DIRECTOR OF FINANCE. AFTER THEIR REVIEW, THE 990 IS PRESENTED TO THE BOARD OF DIRECTORS FOR APPROVAL PRIOR TO FILING. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION'S CONFLICT OF INTEREST POLICY APPLIES TO ALL OFFICERS AND MEMBERS OF THE BOARD OF DIRECTORS. THE ADMINISTRATOR ANNUALLY REVIEWS THE BOARD MEMBERS' ASSOCIATIONS FOR CONFLICTS OF INTEREST. THE BOARD OF DIRECTORS ANNUALLY REVIEWS THE ADMINISTRATOR'S ASSOCIATIONS FOR CONFLICTS OF INTEREST. IF A CONFLICT ARISES, DEPENDING ON THE CIRCUMSTANCES, THE CONFLICTED INDIVIDUAL ABSTAINS FROM VOTING, STEPS DOWN FROM THE BOARD OR TERMINATES THEIR ASSOCIATION WITH THE OTHER PARTY. | |
| FORM 990, PART VI, SECTION B, LINE 15A | THE BOARD OF DIRECTORS USES COMPARABILITY DATA ANNUALLY TO ENSURE THAT THE COMPENSATION FOR THE ADMINISTRATOR IS FAIR. DETERMINATION OF COMPENSATION OF OTHER OFFICERS OR KEY EMPLOYEES OF THE ORGANIZATION IS DONE USING MN AGING COMPARISON REPORTS. THE LAST ADMINISTRATOR REVIEW WAS PERFORMED IN 2011. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. | |
| FORM 990 PART VII | JAN LUTHENS, ADMINISTRATOR, SHARES HER TIME BETWEEN ASSUMPTION COMMUNITY SERVICES, INC. AS WELL AS ITS RELATED ORGANIZATIONS, WORKING ON AVERAGE 40 HOURS A WEEK. THE BREAKDOWN OF HER TIME ON A WEEKLY BASIS IS AS FOLLOWS: ASSUMPTION HOMES, INC. - 31 HOURS ASSUMPTION COMMUNITY SERVICES, INC. - 5 HOURS PIONEER HOUSING DEVELOPMENT, INC. - 4 HOURS | SHARED HOURS |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -76,419. | CHANGES IN NET ASSETS OR FUND BALANCES: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| PIONEER HOUSING DEVELOPMENT INC | ||||||||||
| 200 8TH AVENUE NORTH | COLD SPRING | MN | 56320 | 411367392 | HOUSING | MN | 501(C)(3) | 9 | N/A | 0 |
| ASSUMPTION COMMUNITY SERVICES | ||||||||||
| 715 1ST ST NORTH | COLD SPRING | MN | 56320 | 800276405 | HOME CARE SERVICES | MN | 501(C)(3) | 9 | N/A | 0 |
| 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 | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| 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 | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |