2025-10-29T10:12:05-05:00 2024-12-31 393647910 WIPFLI ADVISORY LLC 1502 LONDON ROAD SUITE 200 DULUTH MN 55812 990 2024-01-01 411997880 SEABURY SEAB 6513795102 1830 UNIVERSITY AVENUE WEST ST PAUL MN 55104 TOM HENRY PRESIDENT & CEO 6512098529 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 56082 535021 0 X WWW.EHOMESMN.ORG X 2001 MN PROVIDE LOW-INCOME HOUSING FOR SENIORS AGED 62 AND OLDER. 16 16 0 40 0 0 0 300 495066 522990 206 175 9584 11556 504856 535021 0 300 0 0 174051 186500 0 0 0 568659 555873 742710 742673 -237854 -207652 1831294 1637679 131027 145064 1700267 1492615 OUR MISSION IS TO ENRICH LIFE AND BUILD COMMUNITY WITH OLDER ADULTS. 0 0 584065 300 522990 SEABURY OPERATES A 49-UNIT HUD SECTION 202 HOUSING PROJECT FOR RENTAL TO LOW-INCOME INDIVIDUALS AGE 62 OR OLDER. 584065 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 2 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 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 0 300 300 RESIDENTIAL RENTAL INC 531110 522990 522990 522990 175 175 11556 11556 11556 535021 522990 0 11731 300 300 150258 90881 59377 3643 2152 1491 19378 11445 7933 13221 7809 5412 41327 41327 14905 14905 29976 27858 2118 16919 2182 14737 9177 1566 7611 158858 158858 194 153 41 35 35 231360 231360 1324 1324 EQUIPMENT REPAIRS AND M 50767 49327 1440 DUES AND SUBSCRIPTIONS 530 41 489 LICENSES AND TAXES 263 47 216 EMPLOYEE RECOGNITION 163 51 112 75 75 742673 584065 158608 0 7604 7785 98111 113307 1728 3922 2211 1112 6217812 4706259 1721640 1511553 1831294 1637679 54109 49474 500 0 21839 21779 54579 73811 131027 145064 X -3725853 -3933505 5426120 5426120 1700267 1492615 1831294 1637679 -207652 0 X X 0 1 X 1 1 1 X 150 300 450 464388 465234 473318 495066 522990 2420996 783 5825 10566 9584 11556 38314 465171 471209 483884 504650 534846 2459760 0 21106 20062 24289 17405 23166 106028 21106 20062 24289 17405 23166 106028 2353732 26 26 90 206 175 523 26 26 90 206 175 523 465197 471235 483974 504856 535021 2460283 0.95670 0.95770 0.00020 0.00020 X 0 1 X 264800 264800 5753490 4508863 1244627 199522 197396 2126 1511553 RELATED PARTY PAYABLE 73811 73811 535021 0 535021 0 535021 742673 0 742673 0 742673 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 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 186500 BOOK VALUE