2024-10-14T16:24:19-05:00 2023-12-31 390758449 WIPFLI LLP 1502 LONDON ROAD SUITE 200 DULUTH MN 55812 990 2023-01-01 411997880 SEABURY SEAB 6513795102 1830 UNIVERSITY AVENUE WEST ST PAUL MN 55104 TOM HENRY PRESIDENT & CEO 6512098529 2024-10-06 1 0 MICHAEL J PETERSON CPA P01833529 2187224705 2024-09-24 2023 2024-10-15 13:58:12Z TOM HENRY 490 LYNNHURST AVENUE EAST ST PAUL MN 56082 504856 0 X WWW.EHOMESMN.ORG X 2001 MN PROVIDE LOW-INCOME HOUSING FOR SENIORS AGED 62 AND OLDER. 23 23 0 18 0 0 0 0 473318 495066 -13558 206 10566 9584 470326 504856 0 0 0 0 184734 174051 0 0 0 559962 568659 744696 742710 -274370 -237854 2024944 1831294 86823 131027 1938121 1700267 OUR MISSION IS TO ENRICH LIFE AND BUILD COMMUNITY WITH OLDER ADULTS. 0 0 595095 0 495066 SEABURY OPERATES A 49-UNIT HUD SECTION 202 HOUSING PROJECT FOR RENTAL TO LOW-INCOME INDIVIDUALS AGE 62 OR OLDER. 595095 1 0 0 0 0 0 0 0 1 0 1 0 0 0 1 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 0 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 RESIDENTIAL RENTAL INC 531110 495066 495066 495066 206 206 9584 9584 9584 504856 495066 0 9790 140862 85198 55664 3281 1938 1343 16860 9958 6902 13048 7707 5341 39360 39360 12737 12737 31713 29472 2241 15646 2018 13628 6477 1105 5372 166104 166104 742 587 155 657 657 227326 227326 1556 1556 EQUIPMENT REPAIRS AND M 64581 62749 1832 DUES AND SUBSCRIPTIONS 1056 81 975 EMPLOYEE RECOGNITION 492 157 335 LICENSES AND TAXES 212 38 174 742710 595095 147615 0 1646 7604 113658 98111 1434 1728 3212 2211 6196539 4474899 1904994 1721640 2024944 1831294 35565 54109 28 500 20823 21839 30407 54579 86823 131027 X -3487999 -3725853 5426120 5426120 1938121 1700267 2024944 1831294 -237854 0 X X 0 1 X 1 1 1 X 150 150 456945 464388 465234 473318 495066 2354951 362 783 5825 10566 9584 27120 457307 465171 471209 483884 504650 2382221 0 17445 21106 20062 24289 17405 100307 17445 21106 20062 24289 17405 100307 2281914 23 26 26 90 206 371 23 26 26 90 206 371 457330 465197 471235 483974 504856 2382592 0.95770 0.95620 0.00020 0.00010 X 0 1 X 264800 264800 5732217 4278199 1454018 199522 196700 2822 1721640 RELATED PARTY PAYABLE 54579 54579 504856 0 504856 0 504856 742710 0 742710 0 742710 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 XII, 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 CARTY HEIGHTS 412 DUNLAP STREET N ST PAUL MN 55104 204250735 AFFORDABLE SENIOR HOUSING MN 501(C)(3) LINE 10 EPISCOPAL HOMES OF MINNESOTA 1 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 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 174051 BOOK VALUE