2024-10-30T15:17:21-05:00 2024-06-30 450250958 Eide Bailly LLP 4585 Coleman St Ste 200 Bismarck ND 58503 990 2023-07-01 273425920 LSS Housing Jamestown Inc LSSH 7015510480 PO Box 310 Fargo ND 581070310 Daniel Madler CEO 7012713207 2024-10-30 1 1 Lisa Chaffee CPA P00193453 7012551091 2024-10-30 2023 2024-10-15 13:58:12Z Daniel Madler PO Box 310 Fargo ND 581070310 113415 0 X N/A X 2010 ND To provide low income elderly persons and disabled persons with housing facilities and services. 7 7 0 7 0 0 0 0 97252 113384 37 31 116610 0 213899 113415 0 0 0 0 0 0 0 0 0 196932 244630 196932 244630 16967 -131215 2528901 2450502 9548 62364 2519353 2388138 To provide elderly persons and disabled persons with housing facilities and services specially designed to meet their physical, social, and psychological needs and to promote their health, security, happiness, and usefulness in longer living. 0 0 173837 113384 Project, known as Lutheran Social Services Legacy Apartments, opened for tenant occupancy on April 1, 2013. The project has 20 units and provides affordable, accessible rental housing to low income seniors (age 62+). On site property management staff helps connect tenants with each other and with services as appropriate, to support continued independent living. 173837 1 0 0 0 0 0 0 0 1 0 1 0 0 0 1 1 1 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 1 0 0 0 1 3 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 X Dawn Helmowski 7015510480 PO Box 310 Fargo ND 581070310 Bradley Stedman President 0.50 0.50 X X 0 0 0 Rodger Mohagen Vice President 0.50 0.50 X X 0 0 0 Rebecca Bakke Treasurer 0.50 0.50 X X 0 0 0 Rhet Fiskness Secretary 0.50 0.50 X X 0 0 0 Leola Daul Director (Jan-June) 0.50 0.50 X 0 0 0 Jacob Reuter Director 0.50 0.50 X 0 0 0 Jim Hambrick Director 0.50 0.50 X 0 0 0 Daniel Madler CEO 5.00 45.00 X 0 276247 41669 0 276247 41669 0 0 1 0 0 Rental Income 531110 113243 113243 141 141 113384 31 31 113415 113384 0 31 9905 9905 5811 5811 33920 33920 20438 20438 3891 3891 769 769 25014 25014 720 720 264 264 49 49 87818 87818 10968 10968 Operating and Maintenan 43805 43805 Licenses and Fees 372 372 Bad Debts 62 62 824 824 244630 173837 70793 0 78704 58955 4787 14108 4206 7501 3547877 1183978 2435167 2363899 6037 6039 2528901 2450502 4505 15897 271 629 4772 5230 0 40608 9548 62364 X 2519353 2388138 2519353 2388138 2528901 2450502 -131215 0 X 0 1 X 0 0 X 133147 110219 120891 97252 113384 574893 133147 110219 120891 97252 113384 574893 0 52144 30182 34180 24062 32950 173518 52144 30182 34180 24062 32950 173518 401375 31 37 31 37 31 167 31 37 31 37 31 167 133178 110256 120922 97289 113415 575060 0.69800 0.71990 0.00030 0.00030 X 0 1 X 925 925 3193458 900722 2292736 250237 225174 25063 103257 58082 45175 2363899 Due to Related Parties 40608 40608 X 113415 0 113415 0 113415 244630 0 244630 0 244630 Part IV, Line 2b: The organization holds tenant security deposits. Part X, Line 2: The Organization believes that it has appropriate support for any income tax positions taken, and, as such does not have any uncertain tax positions that are material to the financial statements. The Organization would recognize future accrued interest and penalties related to unrecognized tax benefits and liabilities in income tax expense if such interest and penalties are incurred. 0 0 0 0 0 0 0 0 0 Daniel Madler CEO 0 246493 0 22735 0 7019 0 11041 0 31472 0 318760 0 0 Part I, line 3: The Organization does not establish the compensation of the CEO. Compensation is determined by a related organization and the organization relied on a related organization to establish compensation. The compensation is for services provided to the filing organization, and all related organizations. Form 990, Part VI, Section A, line 1a The board may establish an executive committee consisting of the officers of the corporation and such board members as may be appointed by the board. The executive committee will have authority to meet and take action on items between board meetings provided such actions are consistent with directions and authorizations by the board to the executive committee. During the fiscal year the board did not utilize an executive committee although it was authorized to do so. Form 990, Part VI, Section A, line 2 Dan Madler has a business relationship with all other board members. Dan is an officer of a related organziation, Beyond Shelter, of which all the board members also serve. Form 990, Part VI, Section A, line 6 The sole member of LSS Housing Jamestown, Inc. is BSI Legacy, LLC, which is a disregarded entity of Beyond Shelter, Inc. Form 990, Part VI, Section A, line 7a The voting members of the board are selected by BSI Legacy LLC and/or Beyond Shelter, Inc. The board of directors must be individuals who are members of BSI Legacy, LLC and/or Beyond Shelter, Inc, or nonmember who have the approval of the board of directors of BSI Legacy, LLC and/or Beyond Shelter, Inc. Form 990, Part VI, Section A, line 7b As long as the mortgage is held by the Secretary of Housing and Urban Developement, or any Use Agreement entered with HUD remains in affect, the articles of incoporation cannot be amended without prior approval of the Secretary of Housing and Urban Developement. Any change to the bylaws must be approved by Beyond Shelter, Inc. before becoming effective. Form 990, Part VI, Section B, line 11b The Board of Directors reviews the 990 prior to it being filed. Form 990, Part VI, Section B, line 12c To ensure that LSSHJ operates in a manner consistent with its charitable purpose and that it does not engage in activities that could jeopardize its status as an organization exempt from federal income tax, annual statements and periodic reviews are conducted. All directors, officers, employees, agents, or contractors, or any person with powers derived from the Board of Directors are covered by the conflict of interest policy. The Chief Executive Officer (CEO) reviews the annual disclosures. If it is determined that a potential conflict of interest exists, there is disclosure and discussion with the interested person. Afterward, the interested person shall leave the board or committee meeting while the remaining board or committee members decide if a conflict exists. If a conflict exists, the interested person may make a presentation to the board or committee regarding the transaction or arrangement. After exercising due diligence, the board or committee shall determine whether the Corporation can obtain a more advantageous transaction or arrangement from a person or entity that would not give rise to a conflict of interest. If a more advantageous transaction or arrangement is not reasonably attainable, the board or committee shall determine by majority vote of the disinterested directors whether the transaction or arrangement is in the Corporation's best interest. Form 990, Part VI, Section B, line 15a Compensation is determined by the related organization, Beyond Shelter, Inc. (BSI) BSI hired an independent compensation consultant to collect comparability data to establish the compensation for the organization's Chief Executive Officer. The BSI Board of Directors then based its decision on the comparability data obtained before the compensation was approved and documented the decision-making process concurrently with the approval. The BSI board of directors is also the board of directors of the filing organization. There are no other officers. 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. Beyond Shelter Inc PO Box 310 Fargo ND 58107 450453966 Affordable housing ND 501(c)(3) Line 7 N/A 0 BCHA Dakota II LLC PO Box 310 Fargo ND 581070310 874181822 Affordable Housing ND N/A 0 0 Bluestem Homes LP PO Box 310 Fargo ND 581070310 205099871 Affordable Housing ND N/A 0 0 Bluestem Townhomes LP PO Box 310 Fargo ND 581070310 861134426 Affordable Housing ND N/A 0 0 CHBI Redevelopment LLC 410 S 2nd St Bismarck ND 58504 922846090 Affordable Housing ND N/A 0 0 Fieldcrest Developers LLC PO Box 310 Fargo ND 581070310 383929875 Affordable Housing ND N/A 0 0 Fieldcrest LLC PO Box 310 Fargo ND 581070310 300818933 Affordable Housing ND N/A 0 0 Garitz Grove Developers LLC PO Box 310 Fargo ND 581070310 883676959 Affordable Housing ND N/A 0 0 HACC Bridges LLC (thru 121523) 230 8th Avenue W West Fargo ND 58078 611914000 Affordable Housing ND N/A 0 0 HACC Redevelopment BA LLC PO Box 310 Fargo ND 581070310 320590120 Affordable Housing ND N/A 0 0 Lantern Light Developer LLC PO Box 310 Fargo ND 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