2011-08-15T14:53:16-05:00 2010-09-30 RSM McGladrey Inc 801 Nicollet Mall Suite 1100 Minneapolis MN 55402 990 2009-10-01 410693899 JONES-HARRISON RESIDENCE JONE 6129202030 3700 CEDAR LAKE AVENUE MINNEAPOLIS MN 55416 colleen rempfer 6129202030 2011-07-29 1 Collin F Buzzell 6125738750 2009 2016-02-24 21:20:13Z LOWELL BERGGREN 3700 CEDAR LAKE AVENUE MINNEAPOLIS MN 55416 16329499 0 X WWW.JONES-HARRISON.ORG X 1988 MN Honoring the full circle of life. Jones-Harrison Residence is dedicated to continuing our century-long tradition of offering innovative programs and supportive services to older adults in a loving, gracious setting. 14 14 352 83 0 0 599583 651078 16151648 15638781 21989 29936 0 16773220 16319795 12520 11295 0 10086084 10134148 12201 0 103906 7010092 7283730 17120897 17429173 -347677 -1109378 27999675 26975514 15231284 15232788 12768391 11742726 Jones-Harrison Residence is a non-profit corporation which owns and operates a 163 bed, long term care facility providing skilled and intermediate levels of nursing care and an assisted living facility with 57 units. 0 0 14839350 12828511 Skilled Nursing Care - long term and short term. Long-term - Jones-Harrison provides a permanent home for residents who need round the clock nursing assistance. We assess each resident's health, emotional and sprititual needs, and provide the necessary assistance to ensure the best quality of life in a safe, secure environment. Our memory care floor consists of 5 neighborhoods with bright murals and unique environments. Each neighborhood has a Family Greatroom with a functioning kitchen and all meals are served there everyday. Each and every aspect gives residents a feeling of comfort and familiarity, and most of all, a sense of home.Short Term - our in house therapy department allows us to provide intensive therapy in 3 primary areas: physical, occupational, and speech. Nurses are staffed around the clock and the strong relationship between our nursing and therapy staffs assures our daily interactions are in tune with the restorative plan for the resident. 222618 119532 Wellness Center and Arthritis Services - The Wasie Wellness Center is our revolutionary center for wellness and arthritis care. Programs are customized to each individual to help clients stay active and strong. Complete with a warm water therapy pool, high tech fitness machines, massage therapy, and a juice bar, we take fitness for older adults to a whole new level. The Wellness Center offers a variety of holistic water and land based programs, including choices like Ti Chi and Yoga. There's also an in-house massage therapist to help get out all the kinks. Arthritis care ranges from comfort modalities and land/warm water exercises to simple, custom alterations to a resident's room. Services include consultations, warm water pool exercise, paraffin waxes, hot pack treatments, strength training, massage, and flexibility exercises. 457629 780808 Home Care for Assisted Living Residents - The majority of our residents need some level of assistance with their daily needs. This may include medicine set up and administration, help with personal care, laundry, healthcare and supportive care services. We're staffed during office hours with an RN/LPN and Home Health Aides are on duty 24 hours a day. 104913 1909930 Assisted Living - It's not only the comfortable apartments that make assisted living at Jones-Harrison so special. We also provide many opportunities to enjoy life, deepen existing friendships and gain new friendships. The following services are brought directly to Jones-Harrison assisted living residents; dry cleaning, on-site beauty, barber and gift shops, guest meals, audiologist, ophthalmologist, podiatrist, consulting psychologist, physician visits, dental services and transportation to doctors on tuesdays, and pharmacy and lab services. We also provide daily activities and weekly event outings for our residents. 104913 1909930 15624510 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 19 0 1 352 1 0 0 0 0 0 0 0 0 0 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MN X The Organization 6129202030 3700 CEDAR LAKE AVENUE MINNEAPOLIS MN 55416 Sharon Aadalen 1.00 X X 0 0 0 Barbara Louis 1.00 X X 0 0 0 Gini Kirscht 1.00 X X 0 0 0 Mary Thorpe-Mease 1.00 X X 0 0 0 Jennifer Anderson 1.00 X 0 0 0 Marcia Diracles 1.00 X 0 0 0 Julie Ditzler 1.00 X 0 0 0 Delores Fletcher 1.00 X 0 0 0 Virginia Jenness 1.00 X 0 0 0 Mary Killian 1.00 X 0 0 0 Cheryl Peterson 1.00 X 0 0 0 Sandy Schulz 1.00 X 0 0 0 Donna Wong 1.00 X 0 0 0 Lynn Voelbel 1.00 X 0 0 0 Lowell Berggren 40.00 X 185402 0 15258 colLEEN REMPFER 40.00 X 94104 0 13431 JoAnn Buytendorp 40.00 X 109108 0 3273 388614 0 31962 2 0 1 0 Aviands 1751 W COUNTY ROAD B SUITE 300 ROSEVILLE MN 55113 Food service 1862719 Medica NW 7958 PO BOX 1450 MINNEAPOLIS MN 554857958 Health insurance 570603 DHS Medical Surcharge PO BOX 1450 ST PAUL MN 551640836 Surcharge 458845 Xcel Energy PO BOX 9477 MINNEAPOLIS MN 554849477 Utilities 267842 Guide One PO BOX 14599 DES MOINES IA 503063599 Liability insurance 171128 7 500000 151078 651078 PROGRAM SERVICE REVENU 623000 15381974 15381974 MISCELLANEOUS REVENUE 623000 118705 118705 WELLNESS CENTER REVENU 621400 95325 95325 GIFT SHOP/MaSSAGE REVE 623000 23014 23014 MEAL REVENUE 623000 19763 19763 15638781 26201 26201 13439 9704 3735 3735 3735 16319795 15638781 0 29936 11295 11295 313302 279529 30572 3201 8389612 7498283 818667 72662 114852 103645 11207 603870 544944 58926 712512 642359 70153 58122 58122 52292 52292 4690 4690 39336 39336 44706 35429 4362 4915 111702 96482 10900 4320 38421 34672 3749 7865 7098 767 13473 84 13389 726371 655491 70880 1456704 1314557 142147 179987 162424 17563 Contracted Services/Out 2049899 1849868 200031 Supplies 794828 717008 77560 260 SNF Surcharge/License/P 509396 509396 UTILITIES 439750 439750 Bad Debt 277000 277000 479188 445196 15444 18548 17429173 15624510 1700757 103906 443924 723793 3873 48192 3105328 2612034 169157 170049 20865 20667 34496708 19089017 16348607 15407691 2217820 2276507 5690101 5716581 27999675 26975514 1744204 1915413 13465000 13220000 22080 32375 0 65000 15231284 15232788 X 6451503 5326456 6145032 6244414 171856 171856 12768391 11742726 27999675 26975514 X 0 1 1 X 0 X 2044010 661516 745974 599583 651078 4702161 13048239 14374741 15544481 16151648 15638781 74757890 15092249 15036257 16290455 16751231 16289859 79460051 133143 15229 15229 50671 41148 255420 0 133143 15229 15229 50671 41148 255420 79204631 155665 75162 59651 8197 26201 324876 155665 75162 59651 8197 26201 324876 15247914 15111419 16350106 16759428 16316060 79784927 0.99270 0.99190 0.00410 0.00550 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 988823 988823 26865644 14660563 12205081 6093039 4097478 1995561 549202 330976 218226 15407691 money market 977015 F CORPORATE DEBT SECURITIES 26696 F CORPORATE EQUITY SECURITIES 285365 F CARECHOICE SECURITIES 26031 F CASH AND CASH EQUIVALENTS 13970 F PERPETUAL TRUSTS 156250 F CHARITABLE GIFT ANNUITY AGREEMENTS 791180 F 2276507 INTEREST IN JOINT VENTURES 5405620 DEFERRED FINANCING COSTS SERIES 2005 BONDS 310961 5716581 UNEARNED REVENUE 65000 65000 16319795 17429173 -1109378 36765 46948 83713 -1025665 16403508 36765 46948 83713 16319795 0 16319795 17429173 0 17429173 0 17429173 Part X: Description of Uncertain Tax Positions Under FIN 48: THE RESIDENCE HAS REVIWED ITS TAX POSITIONS FOR ALL OPEN TAX YEARS AND HAS CONCLUDED THAT THE ADOPTION OF ASC 740 (FIN48) DID NOT AFFECT ITS FINANCIAL STATEMENT PRESENTATION. Part XI, Line 8 - Other Adjustments: change in unrealized gain/loss on investments: 0. change in value of foundation assets: 46948. Part XII, Line 2d - Other Adjustments: change in value of foundation assets: 46948. 1 SCHOLARSHIPS 13 11295 0 Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, Part I, Line 2: Within 30 days after completion of each course/semester/quarter, the employee must provide the Human Resources Department with documents indicating course completion and grade received. Failure to attain at least a "C" or "Pass" for Pass/Fail courses will require that the employee reimburse Jones-Harrison Residence for the scholarship funds received for that particular period. Copies of all applications, transcripts, and any other documentation regarding this program will be maintained in the employee's personnel file. X X X 0 0 0 0 0 0 0 0 0 Lowell Berggren 169702 0 15700 0 0 0 0 0 15258 0 200660 0 0 0 THE CITY OF MINNEAPOLIS MINNESOTA 416005375 603908PD0 2005-09-28 14030000 Defease '98 Bond Issue & Fund Renovation of Assisted Living West Hall Bldg 0 0 14030000 2007 1 0 1 1 0 0 0 0 0 1 1 1 0 0 0 0 Form 990, Part VI, Section B, line 11 THE CEO AND CFO REVIEW FORM 990 AND A COPY IS PROVIDED TO THE GOVERNING BODY PRIOR TO FILING WITH THE IRS. Form 990, Part VI, Section B, line 12c ANNUALLY, EVERY BOARD OF DIRECTOR SIGNS A DISCLOSURE STATEMENT. THIS IS REVIEWED BY THE CHAIR OF THE BOARD. IF THERE ARE ANY DISCLOSURES, THEY ARE REVIEWED BY THE EXECUTIVE COMMITTEE AND APPROPRIATE ABSTENTIONS OF VOTING ON ISSUES ARE ENFORCED. Form 990, Part VI, Section B, line 15 THE CEO IS REVIEWED BY THE EXECUTIVE COMMITTEE OF THE BOARD. WAGE SCALES FOR ALL CLASSIFICATIONS OF EMPLOYEES ARE DETERMINED BASED ON THE AGING WITH SERVICES ANNUAL SURVEY OF NON PROFITS IN THEIR MEMBERSHIP. JONES-HARRISON TARGETS THE 75TH PERCENTILE OF FREESTANDING, UNATTACHED TO A HOSPITAL, NON PROFIT, LARGE NURSING HOME AND ASSISTED LIVING CRITERIA. Form 990, Part VI, Section C, line 19 GOVERNING DOCUMENTS, CONFILCIT OF INTEREST POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. JONES-HARRISON FOUNDATION 3700 CEDAR LAKE AVENUE MINNEAPOLIS MN 55416 363414818 FOUNDATION THAT SUPPORTS JONES-HARRISON RESIDENCE MN 501(C)(3) 509(A)(3) II N/A 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 JONES-HARRISON FOUNDATION C 500000