2025-02-14T15:52:03-06:00 2024-06-30 410746749 CLIFTONLARSONALLEN LLP 220 S 6TH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2023-07-01 411306947 OUR LADY OF PEACE OURL 6516462797 2076 ST ANTHONY AVENUE ST PAUL MN 55104 JEFF THORNE PRESIDENT/CEO 6516462797 2025-02-07 1 1 MATTHEW WOCKEN P01598291 6123764500 2025-01-30 2023 2025-03-06 01:10:19Z JEFF THORNE 2076 ST ANTHONY AVENUE ST PAUL MN 55104 13778787 0 X WWW.OURLADYOFPEACEMN.ORG X 1941 MN TO PROVIDE END OF LIFE CARE TO PATIENTS WITH LIMITED FINANCIAL RESOURCES AS WELL AS PROVIDE HOME HEALTH SERVICES TO PATIENTS IN THE COMMUNITY. 16 16 178 112 0 0 2940459 3215690 7071643 8658689 1130897 1762727 -36739 -30889 11106260 13606217 0 0 0 0 9191968 10188777 0 0 340812 3030706 3687439 12222674 13876216 -1116414 -269999 30556778 30344018 1388173 978537 29168605 29365481 CALLED BY GOD, OUR LADY OF PEACE GENTLY COMFORTS AND CARES FOR THOSE MOST IN NEED NEAR THE END OF THEIR LIVES, WHEREVER THEY CALL HOME, REGARDLESS OF MEANS. 0 0 9619640 7943375 HOSPICE - OUR LADY OF PEACE OFFERS HOSPICE SERVICES TO THOSE IN NEED WHO ARE LIVING AT HOME, IN SENIOR COMMUNITIES, IN LONG-TERM CARE FACILITIES, AND AT OUR LADY OF PEACE RESIDENTIAL HOSPICE. OUR HOSPICE CARE TEAM MAKES OUR PATIENTS' FINAL DAYS, WEEKS OR MONTHS AS PEACEFUL AND COMFORTABLE AS POSSIBLE.WE PROVIDE A WIDE RANGE OF CARE OPTIONS - INCLUDING SKILLED NURSING, PAIN AND SYMPTOM MANAGEMENT, SPIRITUAL CARE, SOCIAL SERVICES, BEREAVEMENT SUPPORT, MASSAGE THERAPY, MUSIC THERAPY, VOLUNTEER SERVCIES AND MORE. 932601 667423 HOME CARE - OFFERING A WIDE RANGE OF IN-HOME SERVICES; INCLUDING SKILLED NURSING, WOUND CARE, PHYSICAL AND OCCUPATIONAL THERAPY, MEDICATION MANAGEMENT, PALLIATIVE CARE AND MORE. EVERYTHING WE DO IS AIMED AT IMPROVING PHYSICAL AND EMOTIONAL WELL-BEING, PROTECTING DIGNITY AND MAKING LIFE AT HOME MORE MANAGEABLE. 144460 47891 HIGHLAND BLOCK NURSE - PROVIDES SUPPORT TO THE ELDERLY LIVING IN THE HIGHLAND PARK NEIGHBORHOOD OF ST. PAUL, MINNESOTA. THEY PROVIDE RIDES TO DOCTOR VISITS, SET UP MEDICATIONS, GIVE BATHS, AND ALSO PROVIDE CAREGIVER RESPITE. 10696701 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 32 0 1 178 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MN X SHEILA BETHKE 6517895020 2076 SAINT ANTHONY AVE ST PAUL MN 55104 GREG CASH BOARD CHAIR 1.00 X X 0 0 0 KELLY REGAN VICE CHAIR 1.00 X X 0 0 0 RICHARD EASTON SECRETARY OF THE BOARD 1.00 X X 0 0 0 MARK MEYER TREASURER OF THE BOARD 1.00 X X 0 0 0 ANNASTACIA BELLADONNA-CARRERA BOARD MEMBER 1.00 X 0 0 0 DOUGLAS BRUCE BOARD MEMBER 1.00 X 0 0 0 KIM CASH BOARD MEMBER 1.00 X 0 0 0 THOMAS KLAS BOARD MEMBER 1.00 X 0 0 0 FR JOHN MALONE BOARD MEMBER 1.00 X 0 0 0 JAMES OLSEN BOARD MEMBER 1.00 X 0 0 0 DEBORAH PAONE BOARD MEMBER 1.00 X 0 0 0 ANGIE SWETLAND BOARD MEMBER 1.00 X 0 0 0 CARRIE TREPTOW BOARD MEMBER 1.00 X 0 0 0 MOLLY STORMONT BOARD MEMBER 1.00 X 0 0 0 NANCY MOELLER BOARD MEMBER 1.00 X 0 0 0 BILL FOUSSARD BOARD MEMBER 1.00 X 0 0 0 SHEILA BETHKE CONTROLLER 40.00 X 129085 0 3837 JEFFREY THORNE CEO 40.00 X 224735 0 28556 DR MICHAEL PINCHBACK MEDICAL DIRECTOR 40.00 X 258611 0 17544 NANCY LARSON HOSPICE/HCARE DIRECTOR 40.00 X 125761 0 3754 MATHEW STAFFORD DIRECTOR OF NURSING 32.00 X 109551 0 19776 LISA SWEENEY FUND DEVELOPMENT DIRECTOR 40.00 X 111821 0 3406 959564 0 76873 6 0 1 0 FRANCISCAN CLARIST CONGREGATION 115 W MAIN ST VERMILLION MN 550850012 NURSING 178311 1 225033 79958 2910699 3215690 HOSPICE 624100 7943375 7943375 HOME HEALTH 621610 667423 667423 NURSING SERVICES 623000 47891 47891 8658689 437555 437555 1458391 5000 0 138219 1458391 -133219 1325172 1325172 0 225033 34351 -34351 -34351 EMPLOYEE/GUEST MEALS 900099 3374 3374 MISCELLANEOUS INCOME 900099 88 88 3462 13606217 8658689 0 1731838 423586 423586 7812140 6829556 675556 307028 74353 60546 13807 1301921 1116965 184956 576777 469670 107107 8623 8623 55750 55750 1266283 746980 519303 104994 56005 15205 33784 176104 36128 139976 154097 74306 79791 124335 940 123395 61927 1434 60493 525046 253177 271869 57110 27538 29572 THERAPY SERVICES 501421 501421 MEDICAL SUPPLIES 314085 314085 MISCELLANEOUS 129466 103881 25585 EQUIPMENT RENTAL/REPAIR 73713 40258 33455 134485 63811 70674 13876216 10696701 2838703 340812 100 100 479912 747894 1064981 478766 1219628 1488037 42929 45457 188056 59470 14031882 6864442 7573784 7167440 19849169 19586099 138219 770755 30556778 30344018 1388173 978537 1388173 978537 X 27528415 27490399 1640190 1875082 29168605 29365481 30556778 30344018 X -269999 459804 7071 X X 0 1 X 1 0 X 3208434 7275593 7433512 2940459 3215690 24073688 3208434 7275593 7433512 2940459 3215690 24073688 2502776 21570912 385691 317438 347897 453354 437555 1941935 77237 3912 4658 1432 3462 90701 26106324 34791376 0.82630 0.81700 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2019 AMOUNT: $ 77,237. 2020 AMOUNT: $ 3,912. 2021 AMOUNT: $ 4,658. 2022 AMOUNT: $ 1,432. 2023 AMOUNT: $ 88. EMPLOYEE/GUESTS MEALS - 2023 AMOUNT: $ 3,374. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 287038 47385 -382450 716873 287038 30356 30356 287038 287038 1110 1100 287038 287038 2464 2464 287038 287038 29916 29916 287038 0.60000 0.40000 0 0 10878839 4538165 6340674 277824 113987 163837 2822915 2212290 610625 52304 52304 7167440 X 14107443 459804 7071 466875 13640568 -34351 -34351 13606217 13910567 34351 34351 13876216 0 13876216 PART V, LINE 4: THE ORGANIZATION HAS ADOPTED A POLICY FOR DISTRIBUTIONS OF EARNINGS ON THE INVESTMENTS OF THE ENDOWMENT FUND. THE PRINCIPAL OF THE ENDOWMENT FUND MUST NOT BE SPENT AND THE EARNINGS MAY ONLY BE SPENT WITH APPROVAL FROM THE BOARD. THE BOARD WILL NOT DESIGNATE A SCHEDULED AMOUNT TO BE SPENT FROM THE EARNINGS EACH YEAR; INSTEAD, IT WILL SPEND ANY EARNINGS FROM EITHER FUND ONLY WHEN AN OPPORTUNITY ARISES TO BENEFIT THE ORGANIZATION. REGARDING OLP'S ENDOWMENT SUPPORTING HOSPICE SERVICES, THE BOARD INTENDS THAT THE EARNINGS BE USED EACH YEAR TO SUPPORT OPERATIONS. AT NO TIME WILL DISTRIBUTIONS FROM THE ENDOWMENT FUND REDUCE THEIR VALUE BELOW DONOR CONTRIBUTIONS. PART X, LINE 2: OLP IS ORGANIZED AS A MINNESOTA NONPROFIT CORPORATION AND HAS BEEN GRANTED EXEMPT STATUS RELATED TO FEDERAL AND MINNESOTA CORPORATE TAXES UNDER SECTION 501(C) OF THE INTERNAL REVENUE CODE AND APPLICABLE STATE CODES. OLP HAS BEEN CLASSIFIED AS AN ENTITY THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A). THE ORGANIZATION IS ANNUALLY REQUIRED TO FILE A RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) WITH THE IRS. IN ADDITION, THE ORGANIZATION IS SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO ITS EXEMPT PURPOSE. THE ORGANIZATION HAS DETERMINED IT IS NOT SUBJECT TO UNRELATED BUSINESS INCOME TAX AND HAS NOT FILED AN EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN (FORM 990-T) WITH THE IRS. THE ORGANIZATION BELIEVES IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AFFECTING ITS ANNUAL FILING REQUIREMENTS, 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. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN THE FAIR VALUE OF CHARITABLE REMAINDER UNITRUST 7,071. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES -34,351. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 34,351. BUTTERFLY MEMORIAL EVENT 18240 18240 1083 1070 375 3106 FRIENDS OF OUR LADY LUNCHEON 158694 158694 3500 15227 1575 4875 1 48099 48099 1272 200 2068 225033 225033 4583 17569 2150 10049 34351 -34351 MN 1 0 0 0 0 0 X X X X 0 0 0 0 0 0 0 0 0 DR MICHAEL PINCHBACK MEDICAL DIRECTOR 258611 0 0 0 0 0 6511 0 11033 0 276155 0 0 0 JEFFREY THORNE CEO 224735 0 0 0 0 0 0 0 28556 0 253291 0 0 0 FORM 990, PART VI, SECTION A, LINE 1A THE BOARD DELEGATES FINANCIAL DETEREMINATIONS TO THE FINANCE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 AND CHARITABLE ORGANIZATION REPORTS WERE PREPARED BY OUR LADY OF PEACE'S EXTERNAL AUDITING FIRM WITH THE ASSISTANCE OF THE PRESIDENT/CEO AND CONTROLLER OF OUR LADY OF PEACE. UPON COMPLETION OF THE PREPARATION OF THE FORM 990, A COPY OF THE FORM 990 WAS GIVEN TO THE FINANCE COMMITTEE AND THE FULL BOARD OF DIRECTORS FOR REVIEW AND APPROVAL PRIOR TO SUBMITTING TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE OUR LADY OF PEACE PRESIDENT/CEO WILL REQUEST IF THERE ARE ANY CONFLICT OF INTERESTS ANNUALLY OF ALL DIRECTORS, OFFICERS AND MANAGEMENT EMPLOYEES BY MEANS OF A QUESTIONNAIRE. THE STATEMENT WILL BE UPDATED ANNUALLY AT THE TIME OF THE CORPORATION'S ANNUAL MEETING. THE OUR LADY OF PEACE PRESIDENT/CEO WILL REVIEW THE STATEMENTS AND MAKE A REPORT TO THE BOARD REGARDING THE CONTENT OF SUCH. ANY CONFLICT OF INTEREST OR POSSIBLE CONFLICTS OF INTEREST ON THE PART OF AN INDIVIDUAL SHOULD BE DISCLOSED TO THE BOARD AND MADE A MATTER OF RECORD, EITHER THROUGH THE ANNUAL QUESTIONNAIRE PROCEDURE OR WHEN THE INTEREST BECOMES A MATTER OF BOARD ACTION. ANY INDIVIDUAL HAVING A CONFLICT OF INTEREST OR POSSIBLE CONFLICTS OF INTEREST ON ANY MATTER SHOULD NOT VOTE OR USE PERONAL INFLUENCE ON THE MATTER. THE MINUTES OF THE MEETING SHOULD REFLECT THAT A DISCLOSURE WAS MADE AND THE INDIVIDUAL'S ABSTENTION FROM VOTING. THE PRESIDENT/CEO OF OUR LADY OF PEACE WILL PRESENT A SUMMARY OF THE DECLARED POTENTIAL CONFLICT OF INTEREST TO THE BOARD. THIS REPORT WILL BECOME A PART OF THE MINUTES OF SUCH BOARD MEETINGS. FORM 990, PART VI, SECTION B, LINE 15 THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS USES COMPENSATION SURVEYS TO SET THE PRESIDENT/CEO'S COMPENSATION. THE LAST REVIEW WAS DONE IN 2024. OFFICER AND OTHER KEY EMPLOYEES COMPENSATION IS BASED ON EXTERNAL SURVEYS AND MERIT. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024. 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 XI, LINE 9: CHANGE IN FAIR VALUE OF BENEFICIAL INTEREST IN CHARITABLE TRUST 7,071. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.