2024-11-20T13:23:50-06:00 2023-12-31 390758449 WIPFLI LLP 1502 LONDON ROAD SUITE 200 DULUTH MN 55812 990 2023-01-01 410706100 AFTENRO SOCIETY AFTE 2187286600 510 WEST COLLEGE STREET DULUTH MN 55811 AMY PORTER ADMINISTRATOR 2187286600 2024-11-20 1 1 MICHAEL J PETERSON CPA P01833529 2187224705 2024-11-20 2023 2024-10-15 13:58:12Z X AFTENRO HOME AMY PORTER 510 WEST COLLEGE STREET DULUTH MN 55811 5033914 0 X WWW.AFTENRO.ORG X 1920 MN PROVIDE HEALTH AND SUPPORTIVE CARE TO ELDERLY WHO ARE UNABLE TO LIVE INDEPENDENTLY AND REQUIRE THE AVAILABILITY OF PROFESSIONAL NURSING CARE 24 HOURS PER DAY. 9 9 145 18 0 0 289906 230095 4007377 4784727 5773 -9216 4915 12671 4307971 5018277 0 0 2830973 3205519 0 0 1685152 1673150 4516125 4878669 -208154 139608 3431128 3919230 2706792 3023933 724336 895297 AFTENRO IS COMMITTED TO ENHANCING THE QUALITY OF LIFE AND INDEPENDENCE OF ITS RESIDENTS IN A HOMELIKE ATMOSPHERE THROUGH PROFESSIONAL NURSING AND SUPPORTIVE SERVICES. 0 0 4266966 0 4784727 NURSING HOME/BOARD AND CARE FACILITY WHICH PROVIDES SERVICES FOR THE ELDERLY. FIVE STAR QUALITY FACILITY AS DETERMINED BY THE STATE OF MN ON THE NURSING HOME REPORT CARD. 0 0 0 LIFE ENRICHMENT PROGRAM WHICH INCLUDES ART CLASS, DRUMMING GROUP, QIGONG, MINDFULNESS GROUP, INTERGENERATIONAL PROGRAMMING, COMMUNITY EVENTS AND OUTINGS. 0 0 0 WELLNESS PROGRAM TO SUPPORT RESIDENTS IN MAINTAINING PHYSICAL FUNCTIONING AND A HEALTHY LIFESTYLE. 4266966 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 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 0 0 0 0 0 0 1 2 0 145 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 1 0 0 MN X SHEILA GAST 2187286600 510 WEST COLLEGE STREET DULUTH MN 55811 AMY PORTER ADMINISTRATOR 40.00 X 111783 0 3300 DARREL DULINSHKI DIRECTOR OF NURSING 40.00 X 90902 0 0 SHEILA GAST ASST ADMINISTRATOR/FINANCE MANAGER 40.00 X 70749 0 13326 VINCE MAGNUSON PRESIDENT 1.00 X X 0 0 0 BARBARA SHEEDY PRESIDENT - PAST 1.00 X X 0 0 0 MARK DANIELSON VICE PRESIDENT 1.00 X X 0 0 0 JOHN STRANGE TREASURER 1.00 X X 0 0 0 LORI HUSKA SECRETARY 1.00 X X 0 0 0 MARK BOYCE BOARD MEMBER/MEDICAL DIREC 1.00 X 0 0 0 MARY DONTJE BOARD MEMBER 1.00 X 0 0 0 DIANE KOLQUIST BOARD MEMBER 1.00 X 0 0 0 JIM STARR BOARD MEMBER 1.00 X 0 0 0 273434 0 16626 1 0 0 0 0 135665 94430 230095 RESIDENTIAL RENTAL REV 623000 4784727 4784727 4784727 6421 6421 15637 -15637 -15637 -15637 12671 12671 12671 5018277 4784727 0 3455 X 290060 290060 2531569 2425935 105634 18251 18251 128663 128663 236976 236976 6846 6846 23640 23640 1036 1036 500507 453932 46575 285 285 211312 155316 55996 49147 48990 157 141761 123223 18538 6561 6366 195 5533 5068 465 65552 65552 229454 221913 7541 60426 60426 FOOD EXPENSE 244557 244557 BAD DEBT 68905 68905 EQUIPEMENT EXP 27450 4110 23340 DUES AND SUBSCRIPTIONS 13170 9091 4079 17008 7943 9065 4878669 4266966 611703 0 206663 217336 1046156 805702 311829 1148862 16261 14781 7202687 5470138 1850219 1732549 3431128 3919230 219353 331615 80450 403671 2382049 2286298 24940 2349 2706792 3023933 X 524336 695297 200000 200000 724336 895297 3431128 3919230 139608 31353 0 X 0 1 X 1 0 X 82092 301747 594394 289906 230095 1498234 3589107 3834377 3789189 4007377 4784727 20004777 13130 6559 6372 4915 12671 43647 3684329 4142683 4389955 4302198 5027493 21546658 800 100 900 1460550 1337802 1261348 1207500 785077 6052277 1461350 1337902 1261348 1207500 785077 6053177 15493481 10882 12055 3783 6421 33141 10882 12055 3783 6421 33141 3684329 4153565 4402010 4305981 5033914 21579799 0.71800 0.66570 0.00150 0.00130 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 677 677 0 PART II-B, LINE 1: THE ORGANIZATION IS A MEMBER OF THE CARE PROVIDER OF MINNESOTA AND AMERICAN HEALTH CARE ASSOCIATION. A PERCENTAGE OF THEIR DUES TO THESE ORGANIZATIONS ARE DESIGNATED AS FEES RELATED TO LOBBYING ACTIVITIES. 0 1 X 3291 3291 6139589 4775113 1364476 869654 577800 291854 190153 117225 72928 1732549 5048594 31353 31353 5017241 1036 1036 5018277 4877633 0 4877633 1036 1036 4878669 PART IV, LINE 2B: AFTENRO IS THE TRUSTEE OF VARIOUS RESIDENT FUNDS AND HAS FIDUCIARY RESPONSIBILITY FOR THE ADMINISTRATION AND DISTRIBUTION OF THESE FUNDS FOR THE RESIDENTS. A HOUSING AND REDEVELOPMENT AUTHORITY OF DULUTH MN 416006975 NONEAVAIL 2020-11-02 2620000 REFINANCE 6/15/06 TAX-EXEMPT BOND 0 0 0 A 282177 2620000 2315878 52400 251722 2020 1 0 1 0 A 0 0 0 0 0 0 0 A 0 1 0 0 0 0 0 0 0 A 0 SCHEDULE K, PART IV, LINE 2A: THE ORGANIZATION IS ONLY REQUIRED TO CALCULATE REBATE IF THE BOND IS DETERMINED TO BE IN ARBITRAGE WITHIN 30 DAYS OF THE CLOSE OF EACH 5TH BOND YEAR AND UPON PAYMENT IN FULL. SCHEDULE K, PART IV, LINE 7: IN THE INITIAL BOND DOCUMENTS AGREED UPON THE ORGANIZATION ACKNOWLEDGES THAT IT WILL BE REQUIRED TO USE THE PROCEEDS IN A MANNER CONSISTENT TO AVOID BECOMING ARBITRAGE BOND AS DEFINED BY SECTION 148. THE ORGANIZATION HAS USED THE PROCEEDS ONLY FOR THE INTENDED PURPOSE. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE. A FULL COPY IS SENT TO THE ENTIRE BOARD PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. THE BOARD REVIEWS AND ENTIRE COPY OF THE RETURN IN THE BOARD MEETING FOLLOWING THE FILING OF THE FORM. FORM 990, PART VI, SECTION B, LINE 12C ALL MEMBERS OF THE BOARD OF DIRECTORS, EXECUTIVE DIRECTOR/ADMINISTRATOR, DIRECTOR OF NURSING, AND MEDICAL DIRECTORS ARE INCLUDED IN THE CONFLICT OF INTEREST POLICY. IT SHALL BE THE CONTINUING RESPONSIBILITY OF THE BOARD, OFFICERS AND MANAGEMENT EMPLOYEES TO SCRUTINIZE THEIR TRANSACTIONS AND OUTSIDE BUSINESS INTERESTS AND RELATIONSHIPS FOR POTENTIAL CONFLICTS AND TO IMMEDIATELY MAKE SUCH DISCLOSURE. DISCLOSURE IN THE ORGANIZATION SHOULD BE MADE TO THE EXECUTIVE DIRECTOR/ADMINISTRATOR (OR IF SHE OR HE IS THE ONE WITH THE CONFLICT, THEN TO THE BOARD CHAIR), WHO SHALL BRING THE MATTER TO THE ATTENTION OF THE BOARD. DISCLOSURE INVOLVING DIRECTORS SHOULD BE MADE TO THE BOARD PRESIDENT, (OR IF SHE OR HE IS THE ONE WITH THE CONFLICT, THEN TO THE BOARD VICE-PRESIDENT) WHO SHALL BRING THESE MATTERS TO THE BOARD. THE BOARD SHALL DETERMINE WHETHER A CONFLICT EXISTS AND IN THE CASE OF AN EXISTING CONFLICT, WHETHER THE CONTEMPLATED TRANSACTION MAY BE AUTHORIZED AS JUST, FAIR, AND REASONABLE TO AFTENRO SOCIETY/AFTENRO HOME. THE DECISION OF THE BOARD ON THESE MATTERS WILL REST IN THEIR SOLE DISCRETION, AND THEIR CONCERN MUST BE THE WELFARE OF AFTENRO SOCIETY/ AFTENRO HOME AND THE ADVANCEMENT OF ITS PURPOSE. FORM 990, PART VI, SECTION B, LINE 15A THE ORGANIZATION DOES AN INDEPENDENT REVIEW AND APPROVAL OF THE ADMINISTRATOR'S COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER FEES: PROGRAM SERVICE EXPENSES 14,758. MANAGEMENT AND GENERAL EXPENSES 46,575. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 61,333. DIETARY CONSULTANT: PROGRAM SERVICE EXPENSES 4,442. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,442. NURSING SERVICES: PROGRAM SERVICE EXPENSES 351,096. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 351,096. AGENCEY FEES: PROGRAM SERVICE EXPENSES 83,636. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 83,636. THE ORGANIZATION IS SUBMITTING THEIR RETURN LATE, HOWEVER, ATTEMPTS TO FILE THE RETURN TIMELY WERE MADE SEVERAL TIMES AHEAD OF THE DEADLINE HOWEVER BECAUSE OF AN ISSUE WITH THE IRS DATABASE, ACCEPTANCE WAS NOT POSSIBLE. THERE WERE CALLS MADE TO THE IRS THROUGHOUT THE PROCESS AND THE ORGANIZATION WAS TOLD TO INDICATE "INITIAL RETURN AND FILE WITH A REASONABLE CAUSE DISCLOSURE. WE RESPECTFULLY REQUEST THAT THIS LATE FILING NOT BE COUNTED AGAINST THE ORGANIZATION.