2025-10-29T17:08:50-05:00 2024-12-31 393647910 WIPFLI ADVISORY LLC 1502 LONDON ROAD SUITE 200 DULUTH MN 55812 990 2024-01-01 061692748 CORNELIA HOUSE CORN 6516460622 490 LYNNHURST AVENUE EAST ST PAUL MN 55104 TOM HENRY PRESIDENT & CEO 6516460622 2025-10-29 1 1 MICHAEL J PETERSON CPA P01833529 2187224705 2025-10-29 2024 2025-03-06 01:10:19Z TOM HENRY 490 LYNNHURST AVENUE EAST ST PAUL MN 55104 966429 0 X WWW.EHOMESMN.ORG X 2004 MN TO PROVIDE ELDERLY CARE AND AN INDEPENDENT LIVING COMMUNITY. 17 17 0 38 0 0 0 0 933954 934017 2299 18290 13708 14122 949961 966429 0 0 0 0 148678 142807 0 0 0 716724 798121 865402 940928 84559 25501 3462360 3165274 3206767 3123777 255593 41497 OUR MISSION IS TO ENRICH LIFE AND BUILD COMMUNITY WITH OLDER ADULTS. 0 0 775459 0 948139 CORNELIA HOUSE (FORMERLY EPISCOPAL HOMES AT 1840 UNIVERSITY AVENUE) IS A 47-UNIT HOUSING PROJECT FOR RENTAL TO PERSONS 62 YEARS OF AGE AND OLDER AND DISABLED PERSONS. ALL ACTIVITIES OF THE ORGANIZATION ARE DIRECTED TOWARD PROVIDING THE ELDERLY WITH HOUSING FACILITIES AND SERVICES SPECIFICALLY DESIGNED TO MEET THEIR PHYSICAL, SOCIAL, AND PSYCHOLOGICAL NEEDS, AND TO PROMOTE THEIR HEALTH, SECURITY, HAPPINESS, AND USEFULNESS IN LONGER LIVING. 775459 1 0 0 0 0 0 0 0 1 0 1 0 0 1 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 2 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 17 17 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 MELISSA GILBERTSON CHAIR 0.10 1.20 X X 0 0 0 PETER GOVE CHAIR (THRU NOV)/DIRECTOR 0.10 1.20 X X 0 0 0 MARY LILJA VICE-CHAIR 0.10 1.20 X X 0 0 0 DAVID CARLSEN TREASURER 0.10 1.20 X X 0 0 0 BRIAN OSTENSO TREASURER (THRU NOV) 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 KATHLEEN CUMMINGS DIRECTOR 0.10 1.20 X 0 0 0 RICHARD CUNNINGHAM DIRECTOR 0.10 1.20 X 0 0 0 ANDY CURRIE DIRECTOR (THRU JUNE) 0.10 1.20 X 0 0 0 LOIS CUTLER DIRECTOR 0.10 1.20 X 0 0 0 GENE GELGELU DIRECTOR (THRU APRIL) 0.10 1.20 X 0 0 0 JIHAN GOLDEN DIRECTOR (THRU NOV) 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 GAYLE KVENVOLD 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 (THRU NOV) 0.10 1.20 X 0 0 0 MARVIN PLAKUT PRESIDENT/CEO (THRU MARCH) 3.00 37.00 X 0 156390 6430 JOHN T HENRY PRESIDENT/CEO 3.00 37.00 X 0 348249 23414 MELISSA SCHNEIDER COO 3.00 37.00 X 0 203446 15830 HEIDI ELMQUIST CAO 3.00 37.00 X 0 142816 36948 0 850901 82622 0 0 1 0 0 RESIDENTIAL RENTAL INC 531110 918535 918535 OTHER RESIDENT CHARGES 531110 15482 15482 934017 2030 2030 16260 0 16260 16260 16260 14122 14122 14122 966429 948139 0 18290 114793 66763 48030 1803 757 1046 13887 5833 8054 12324 5176 7148 45941 45941 14761 14761 26488 21320 5168 20511 3234 17277 12051 2810 9241 184687 184687 1217 474 743 76679 76679 246354 246354 17732 16850 882 EQUIPMENT REPAIRS AND M 148666 144283 4383 DUES AND SUBSCRIPTIONS 2300 197 2103 EMPLOYEE INCENTIVE 167 42 125 567 567 940928 775459 165469 0 158475 16325 578165 581759 4672 3612 21967 32832 6725908 4662240 2288406 2063668 410675 467078 3462360 3165274 34723 38254 69716 71433 3078113 3003805 24215 10285 3206767 3123777 X -144652 -415151 400245 456648 255593 41497 3462360 3165274 X 25501 -239597 X X 0 1 X 1 1 1 X 117475 1900 119375 861642 882539 900503 933954 934017 4512655 65 40 12042 13708 30382 56237 979182 882579 914445 947662 964399 4688267 0 393031 390180 375066 406478 359778 1924533 393031 390180 375066 406478 359778 1924533 2763734 385 245 3790 2299 2030 8749 385 245 3790 2299 2030 8749 979567 882824 918235 949961 966429 4697016 0.58840 0.56860 0.00190 0.00150 X 0 1 X 306922 306922 6186948 4457425 1729523 232038 204815 27223 2063668 INTEREST IN NET ASSETS OF EHF 444996 ASSETS INVESTED BY FOUNDATION 22082 467078 RELATED PARTY PAYABLE 10285 10285 966429 0 966429 0 966429 940928 0 940928 0 940928 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 JOHN T HENRY PRESIDENT/CEO 0 323249 0 25000 0 0 0 0 0 23414 0 371663 0 0 MELISSA SCHNEIDER COO 0 183796 0 19110 0 540 0 0 0 15830 0 219276 0 0 HEIDI ELMQUIST CAO 0 133546 0 9048 0 222 0 4448 0 32500 0 179764 0 0 MARVIN PLAKUT PRESIDENT/CEO (THRU MARCH) 0 114390 0 42000 0 0 0 0 0 6430 0 162820 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 9: CHANGE IN NET ASSETS -239,597. 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 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 OWNERS ASSOCIATION 490 LYNNHURST AVENUE EAST ST PAUL MN 55104 413917931 MANAGEMENT MN N/A C 0 EPISCOPAL HOMES MANAGEMENT SERVICES OF MINNESOTA INC 490 LYNNHURST AVENUE EAST ST PAUL MN 55104 411695916 MANAGEMENT MN N/A C 0 0 0 1 1 1 0 0 0 0 0 0 0 1 1 1 1 0 0 0 EPISCOPAL CHURCH HOME OF MINNESOTA P 143275 BOOK VALUE EH SERVICES INC M 50741 BOOK VALUE