2024-12-10T09:13:56-06:00 2022-12-31 390758449 WIPFLI LLP 1502 LONDON ROAD SUITE 200 DULUTH MN 55812 990 2022-01-01 410706100 AFTENRO SOCIETY AFTE 2187286600 510 WEST COLLEGE STREET DULUTH MN 55811 AMY PORTER ADMINISTRATOR 2187286600 2024-12-10 1 1 MICHAEL J PETERSON CPA P01833529 2187224705 2024-12-10 2022 2024-10-15 13:58:12Z X AFTENRO HOME AMY PORTER 510 WEST COLLEGE STREET DULUTH MN 55811 4307971 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 9 138 9 0 0 594394 289906 3789189 4007377 12055 5773 6372 4915 4402010 4307971 0 0 0 0 2552556 3002038 0 0 0 1623381 1559832 4175937 4561870 226073 -253899 3395483 3431128 2393217 2706792 1002266 724336 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 3976467 0 4007377 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. 3976467 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 0 0 138 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 106871 0 2307 DARREL DULINSHKI DIRECTOR OF NURSING 40.00 X 92544 0 0 LIZ MIDDLEMIST BUSINESS OFFICE/FINANCE (THRU OCT) 40.00 X 65510 0 4638 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 DIRECTOR 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 264925 0 6945 1 0 0 0 0 196390 93516 289906 RESIDENTIAL RENTAL REV 623000 4007377 4007377 4007377 3783 3783 1990 0 1990 1990 1990 4915 4915 4915 4307971 4007377 0 10688 271870 271870 2371381 2272531 98850 19206 19206 109712 109712 229869 229869 3 3 473 473 27295 27295 932 932 427377 398670 28707 1042 1042 193372 141604 51768 43760 43760 174865 140580 34285 1277 1277 8353 6545 1808 64864 64864 224822 217281 7541 49969 49969 FOOD EXPENSE 194517 194517 BAD DEBT 72555 72555 EQUIPEMENT EXP 39389 16705 22684 LICENSE AND FEES 17527 4835 12692 17440 11193 6247 4561870 3976467 585403 0 138532 143223 901998 1109596 356447 311829 8812 16261 7098444 5248225 1989694 1850219 3395483 3431128 243726 219353 11390 80450 2125001 2382049 13100 24940 2393217 2706792 X 802266 524336 200000 200000 1002266 724336 3395483 3431128 -253899 -24031 0 X 0 1 X 1 0 X 71885 82092 301747 594394 289906 1340024 3358345 3589107 3834377 3789189 4007377 18578395 21950 13130 6559 6372 4915 52926 3452180 3684329 4142683 4389955 4302198 19971345 800 100 900 1390245 1460550 1337802 1261348 1207500 6657445 1390245 1461350 1337902 1261348 1207500 6658345 13313000 10882 12055 3783 26720 10882 12055 3783 26720 3452180 3684329 4153565 4402010 4305981 19998065 0.66570 0.64350 0.00130 0.00120 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 2593 2593 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 6125474 4600697 1524777 850369 535299 315070 119310 112229 7081 1850219 4283008 -24031 -24031 4307039 932 932 4307971 4560938 0 4560938 932 932 4561870 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 58930 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 SCHEDULE K, PART IV, LINE 2A: THE ORGANIZATION IS ONLY REQUIRED TO CACLULATE 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, PAGE 1, ITEM B, AMENDED RETURN: THE 2022 FORM 990 IS BEING AMENDED TO REFLECT THAT THE AUDITED FINANCIAL STATEMENTS WERE NOT ISSUED AT THE TIME OF FILING ORIGINALLY. THE FOLLOWING ARE THE LINES/ITEMS THAT HAVE BEEN UPDATED TO REFLECT THE ISSUED FINANCIAL STATEMENTS -PART I: LINES 15, 17, 18, 19, 20, 21, AND 22 -PART III: LINES 4A AND 4E PROGRAM EXPENSE AND PROGRAM REVENUE AMOUNTS -PART IX: LINES 7, 10, 11G, 23, 24A, 24B, 24C, 24E, AND 25 -PART X, COLUMN B: LINES 4, 16, 17, 19, 26, 27, 32, AND 33 -PART XI: LINES 2, 3, AND 10 -SCHEDULE D: PART VI AND PART XII