2024-10-14T16:18:12-05:00 2023-12-31 390758449 WIPFLI LLP 1502 LONDON ROAD SUITE 200 DULUTH MN 55812 990 2023-01-01 204250735 CARTY HEIGHTS CART 6512881142 412 DUNLAP STREET N SAINT PAUL MN 55104 TOM HENRY PRESIDENT & CEO 6516328851 2024-10-06 1 0 MICHAEL J PETERSON CPA P01833529 2187224705 2024-09-22 2023 2024-10-15 13:58:12Z TOM HENRY 490 LYNNHURST AVENUE EAST ST PAUL MN 55104 483004 0 X WWW.EHOMESMN.ORG X 2006 MN TO PROVIDE RENTAL HOUSING TO LOW-INCOME ELDERLY INDIVIDUALS. 23 23 0 5 0 0 3527 0 482088 482326 198 527 9 151 485822 483004 0 0 0 0 65193 113162 0 0 0 646193 636854 711386 750016 -225564 -267012 3615610 3359975 75476 86853 3540134 3273122 THE MISSION OF CARTY HEIGHTS IS TO ENRICH LIFE AND BUILD COMMUNITY WITH OLDER ADULTS. 0 0 604235 0 482326 THE ORGANIZATION OPERATES A 50 UNIT APARTMENT COMPLEX FOR LOW INCOME ELDERLY IN ST. PAUL, MINNESOTA. 604235 1 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 3 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 23 23 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 MN X TOM HENRY 6512098529 490 E LYNNHURST AVENUE ST PAUL MN 55104 PETER GOVE CHAIR 0.10 1.20 X X 0 0 0 MELISSA GILBERTSON VICE-CHAIR 0.10 1.20 X X 0 0 0 BRIAN OSTENSO TREASURER 0.10 1.20 X X 0 0 0 CAROL FORBES SECRETARY 0.10 1.20 X X 0 0 0 MARK CAPALDINI DIRECTOR 0.10 1.20 X 0 0 0 DAVID CARLSEN DIRECTOR 0.10 1.20 X 0 0 0 TOM COOK DIRECTOR (THRU NOV) 0.10 1.20 X 0 0 0 KATHLEEN CUMMINGS DIRECTOR 0.10 1.20 X 0 0 0 RICHARD CUNNINHAM DIRECTOR 0.10 1.20 X 0 0 0 ANDY CURRIE DIRECTOR 0.10 1.20 X 0 0 0 LOIS CUTLER DIRECTOR 0.10 1.20 X 0 0 0 GENE GELGELU DIRECTOR 0.10 1.20 X 0 0 0 JIHAN GOLDEN DIRECTOR 0.10 1.20 X 0 0 0 MARY GREER DIRECTOR 0.10 1.20 X 0 0 0 SUE HAIGH DIRECTOR 0.10 1.20 X 0 0 0 TOM HOVE DIRECTOR 0.10 1.20 X 0 0 0 JIM HUBER DIRECTOR 0.10 1.20 X 0 0 0 GAYLE KVENVOLD DIRECTOR 0.10 1.20 X 0 0 0 MARY LILJA DIRECTOR 0.10 1.20 X 0 0 0 REV CRAIG LOYA DIRECTOR 0.10 1.20 X 0 0 0 SARAH JANE NOWLIN DIRECTOR 0.10 1.20 X 0 0 0 TOM SCHAEFER DIRECTOR 0.10 1.20 X 0 0 0 JIM SCHEIBEL DIRECTOR 0.10 1.20 X 0 0 0 MARTHA SWENSON DIRECTOR 0.10 1.20 X 0 0 0 MARVIN PLAKUT PRESIDENT/CEO 3.00 37.00 X 0 331732 32686 JOHN T HENRY CFO 3.00 37.00 X 0 231070 37357 MELISSA SCHNEIDER COO 3.00 37.00 X 0 178758 21836 MARY ROUTHIEAUX CAO (THRU NOV) 3.00 37.00 X 0 61514 10596 0 803074 102475 0 0 1 0 0 RENTAL REVENUE 531110 482326 482326 482326 527 527 151 151 151 483004 482326 0 678 88405 34214 54191 346 135 211 10493 4093 6400 13918 5429 8489 41688 41688 12926 12926 52357 49313 3044 12349 2743 9606 5719 747 4972 191566 191566 276 262 14 2041 2041 280736 280736 868 868 EQUIPMENT REPAIRS AND M 35188 32874 2314 DUES AND SUBSCRIPTIONS 895 82 813 LICENSES AND TAXES 25 25 220 220 750016 604235 145781 0 8224 12063 270585 249475 1652 146 3459 1780 7603633 4524634 3312191 3078999 19499 17512 3615610 3359975 17553 67395 683 18834 19458 38406 0 75476 86853 X -2356666 -2623678 5896800 5896800 3540134 3273122 3615610 3359975 -267012 0 X X 0 1 X 1 1 1 X 3527 3527 458058 462770 452476 482088 482326 2337718 3089 3772 384 9 151 7405 461147 466542 452860 485624 482477 2348650 0 7680 4049 8182 14308 14481 48700 7680 4049 8182 14308 14481 48700 2299950 190 71 34 198 527 1020 190 71 34 198 527 1020 461337 466613 452894 485822 483004 2349670 0.97880 0.97710 0.00040 0.00540 X 0 1 X 800000 800000 6588973 4329635 2259338 214660 194999 19661 3078999 483004 0 483004 0 483004 750016 0 750016 0 750016 PART IV, LINE 2B: SECURITY DEPOSITS ADVANCED BY THE TENANTS OF THE PROJECT ARE HELD IN TRUST BY THE PROJECT. THE PROJECT RECORDS SECURITY DEPOSITS AS AN ASSET AND AS A LIABILITY. 0 0 0 0 0 0 0 0 0 MARVIN PLAKUT PRESIDENT/CEO 0 293107 0 38625 0 0 0 8430 0 24256 0 364418 0 0 JOHN T HENRY CFO 0 212982 0 18088 0 0 0 6338 0 31019 0 268427 0 0 MELISSA SCHNEIDER COO 0 169628 0 9130 0 0 0 5562 0 16274 0 200594 0 0 SCHEDULE J, PART I, LINE 3: THE ORGANIZATION IS REPORTING COMPENSATION FOR THE OFFICERS OF THIS ORGANIZATION AND THEY PERFORM SERVICES FOR SEVERAL OTHER RELATED PARTIES. ONE OF THE RELATED PARTIES, EPISCOPAL CHURCH HOME OF MINNESOTA (ECHM) IS RESPONSIBLE FOR COMPENSATION. ECHM UTILIZES A COMPENSATION STUDY AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE AND INDICATES SUCH RESPONSES ON THEIR IRS FORM 990, SCHEDULE J. THE EXECUTIVE COMMITTEE OF THAT BOARD ANNUALLY REVIEWS THE ACCOMPLISHMENTS OF THE CEO COMPARED TO THE GOALS SET FOR EACH YEAR IN ADDITION TO THE REVIEW OF EXTERNAL MARKET DATA WHEN DETERMINING, REVIEWING AND APPROVING COMPENSATION. FORM 990, PART VI, SECTION A, LINE 3 EH SERVICES, INC. IS A RELATED, 501(C)(3) ORGANIZATION THAT IS RESPONSIBLE FOR MANAGING THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS A SOLE MEMBER, EPISCOPAL HOMES OF MINNESOTA, A MINNESOTA NONPROFIT CORPORATION. FORM 990, PART VI, SECTION A, LINE 7A THE SOLE MEMBER OF THE CORPORATION, EPISCOPAL HOMES OF MINNESOTA, HAS THE VOTING RIGHTS OF THE ORGANIZATION AND THEREFORE THE ABILITY TO ELECT AND APPOINT ALL MEMBERS OF THE GOVERNING BODY. ALL BOARD MEMBERS OF EPISCOPAL HOMES OF MINNESOTA, ARE BOARD MEMBERS OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7B THE SOLE MEMBER OF THE CORPORATION, EPISCOPAL HOMES OF MINNESOTA, HAS THE ABILITY TO ELECT AND APPOINT ALL MEMBERS OF THE GOVERNING BODY AND THEREFORE ARE RESERVED THE RIGHT TO MAKE GOVERNANCE DECISIONS FOR THE ORGANIZATION. ALL BOARD MEMBERS OF EPISCOPAL HOMES OF MINNESOTA, ARE BOARD MEMBERS OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS PREPARED BY THE CPA FIRM HIRED BY THE ORGANIZATION TO PERFORM THE AUDIT USING INFORMATION PROVIDED BY THE ORGANIZATION. THE CEO REVIEWS THE RETURN AND APPROVES. THE FORM 990 IS MADE AVAILABLE TO THE BOARD OF DIRECTORS PRIOR TO SUBMISSION TO THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C ALL MEMBERS ARE RESPONSIBLE TO - WITHOUT REQUEST - MAKE A PROMPT, FULL, AND FRANK DISCLOSURE OF HIS OR HER CONFLICT OF INTEREST THEREIN TO THE ENTIRE BOARD PRIOR TO ANY ACTION UPON THE MATTER, CONTRACT, OR TRANSACTION THAT CAUSE CONFLICT. IF THE BOARD DETERMINES THAT A CONFLICT OF INTEREST EXISTS, THE PERSON SHALL REMOVE THEM SELF FROM THE MEETING ROOM OR FROM THE COMMUNICATION MEANS BY WHICH THE MEETING IS BEING HELD. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION IS REPORTING COMPENSATION FOR THE OFFICERS OF THIS ORGANIZATION AND THEY PERFORM SERVICES FOR SEVERAL OTHER RELATED PARTIES. ONE OF THE RELATED PARTIES, EPISCOPAL CHURCH HOME OF MINNESOTA (ECHM) IS RESPONSIBLE FOR COMPENSATION. ECHM UTILIZES A COMPENSATION STUDY AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE AND INDICATES SUCH RESPONSES ON THEIR IRS FORM 990, SCHEDULE J. THE EXECUTIVE COMMITTEE OF THAT BOARD ANNUALLY REVIEWS THE ACCOMPLISHMENTS OF THE CEO COMPARED TO THE GOALS SET FOR EACH YEAR IN ADDITION TO THE REVIEW OF EXTERNAL MARKET DATA WHEN DETERMINING, REVIEWING AND APPROVING COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST OF THE CEO AND DIRECTOR OF FINANCE. FORM 990, PART XI, LINE 2C THE BOARD OF DIRECTOR'S FINANCE COMMITTEE IS RESPONSIBLE FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. EPISCOPAL HOMES OF MINNESOTA 490 LYNNHURST AVENUE EAST ST PAUL MN 55104 911983254 PROVISION OF SENIOR HOUSING AND CARE SERVICES MN 501(C)(3) LINE 1 N/A 0 CORNELIA HOUSE 490 LYNNHURST AVENUE EAST ST PAUL MN 55104 061692748 INDEPENDENT LIVING MN 501(C)(3) LINE 10 EPISCOPAL HOMES OF MINNESOTA 1 EH SERVICES INC 490 LYNNHURST AVENUE EAST ST PAUL MN 55104 455322401 FACILITIES MANAGEMENT MN 501(C)(3) LINE 12B, II EPISCOPAL HOMES OF MINNESOTA 1 EPISCOPAL CHURCH HOME OF MINNESOTA 1879 FERONIA AVENUE ST PAUL MN 55104 410706110 NURSING HOME MN 501(C)(3) LINE 10 EPISCOPAL HOMES OF MINNESOTA 1 EPISCOPAL HOME CARE AND SERVICES 490 LYNNHURST AVENUE EAST ST PAUL MN 55104 270907277 HOME CARE MN 501(C)(3) LINE 10 EPISCOPAL HOMES OF MINNESOTA 1 EPISCOPAL HOMES FOUNDATION OF MINNESOTA 490 LYNNHURST AVENUE EAST ST PAUL MN 55104 411703612 FUNDRAISING MN 501(C)(3) LINE 7 EPISCOPAL HOMES OF MINNESOTA 1 IRIS PARK COMMONS 1850 UNIVERSITY AVENUE WEST ST PAUL MN 55104 411433860 ASSISTED LIVING MN 501(C)(3) LINE 10 EPISCOPAL HOMES OF MINNESOTA 1 KINGS CROSSING APARTMENTS 490 LYNNHURST AVENUE EAST ST PAUL MN 55104 264270887 AFFORDABLE SENIOR HOUSING MN 501(C)(3) LINE 10 EPISCOPAL HOMES OF MINNESOTA 1 MIDWAY POINTE 490 LYNNHURST AVENUE EAST ST PAUL MN 55104 454788152 AFFORDABLE SENIOR HOUSING MN 501(C)(3) LINE 10 EPISCOPAL HOMES OF MINNESOTA 1 SEABURY 1830 UNIVERSITY AVENUE WEST ST PAUL MN 55104 411997880 AFFORDABLE SENIOR HOUSING MN 501(C)(3) LINE 10 EPISCOPAL HOMES OF MINNESOTA 1 BEYOND HOSPICE 490 LYNNHURST AVENUE EAST ST PAUL MN 55104 920490156 HOSPICE CARE MN 501(C)(3) LINE 10 EPISCOPAL HOMES OF MINNESOTA 1 EPISCOPAL HOMES MANAGEMENT SERVICES OF MINNESOTA INC 490 LYNNHURST AVENUE EAST ST PAUL MN 55104 411695916 MANAGEMENT MN N/A C 0 EPISCOPAL HOMES OWNERS ASSOCIATION 490 LYNNHURST AVENUE EAST ST PAUL MN 55104 413917931 MANAGEMENT MN N/A C 0 0 0 0 1 1 0 0 0 0 0 0 0 1 1 1 1 0 0 0 EPISCOPAL CHURCH HOME OF MINNESOTA P 113162 BOOK VALUE