2025-08-11T09:35:18-05:00 2024-09-30 410746749 CLIFTONLARSONALLEN LLP 121 WEST BRIDGE STREET OWATONNA MN 55060 990 2023-10-01 363414818 JONES-HARRISON FOUNDATION JONE 6129202030 3700 CEDAR LAKE AVENUE MINNEAPOLIS MN 55416 MICHAEL OLAFSON CHAIR 6129202030 2025-08-11 1 0 JUSTIN HARTERT P02236744 5074467100 2025-08-11 2023 2025-03-06 01:10:19Z TODD WILLET 3700 CEDAR LAKE AVENUE MINNEAPOLIS MN 55416 198006 0 X WWW.JONES-HARRISON.ORG X 1987 MN SUPPORT OF JONES-HARRISON RESIDENCE 7 7 0 9 0 0 12498 64712 0 0 116834 133294 0 0 129332 198006 0 0 0 0 0 0 0 0 0 27266 88866 27266 88866 102066 109140 7155255 7207757 56638 0 7098617 7207757 X HONORING THE FULL CIRCLE OF LIFE. JONES-HARRISON FOUNDATION IS A NON-PROFIT CORPORATION FORMED FOR THE PURPOSE OF MAINTAINING AND ACCUMULATING FUNDS FOR THE DEVELOPMENT AND EXPANSION OF IDEALS AND PURPOSES OF JONES-HARRISON RESIDENCE, WHICH IS DEDICATED TO CONTINUING THEIR CENTURY-LONG TRADITION OF OFFERING INNOVATIVE PROGRAMS AND SUPPORTIVE SERVICES TO OLDER ADULTS IN A LOVING, GRACIOUS SETTING. 0 0 67284 0 64712 JONES-HARRISON FOUNDATION IS A NON-PROFIT CORPORATION FORMED FOR THE PURPOSE OF MAINTAINING AND ACCUMULATING FUNDS FOR THE DEVELOPMENT AND EXPANSION OF IDEALS AND PURPOSES OF JONES-HARRISON RESIDENCE. IN 2024, THIS SUPPORT WAS FOR DEVELOPMENT COSTS. 67284 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 MN X ERIC ANDERSON 6128743486 7505 METRO BLVD SUITE 100 EDINA MN 55439 X MICHAEL OLAFSON BOARD CHAIR 0.50 15.00 X X 0 0 0 TAYLOR HARWOOD VICE CHAIR 0.50 1.00 X X 0 0 0 LESLEY NOVICH SECRETARY 0.50 1.00 X X 0 0 0 ELIZABETH KILBURG TREASURER 0.50 1.00 X X 0 0 0 JEFFREY KIMPTON BOARD MEMBER 0.50 1.00 X 0 0 0 ROBYN GRAY BOARD MEMBER 0.50 1.00 X 0 0 0 MARCIA DIRACLES BOARD MEMBER 0.50 1.00 X 0 0 0 LEAH STICH BOARD MEMBER 0.50 1.00 X 0 0 0 MARY THORPE-MEASE BOARD MEMBER 0.50 1.00 X 0 0 0 0 0 0 0 0 0 0 0 64712 64712 133294 133294 198006 0 0 133294 X 864 864 88002 67284 20718 88866 67284 21582 0 39020 102868 3746145 3879439 3370090 3225450 7155255 7207757 56638 0 56638 0 X 7098617 7151495 56262 7098617 7207757 7155255 7207757 109140 0 X X 0 1 X 1 0 X X 1 JONES-HARRISON RESIDENCE 410693899 10 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 DUE FROM RELATED PARTY 3225450 3225450 X PART X, LINE 2: THE FOUNDATION IS OPERATED AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE FEDERAL INTERNAL REVENUE CODE AND APPLICABLE SECTIONS OF THE MINNESOTA STATUTES. THE FOUNDATION IS ANNUALLY REQUIRED TO FILE A RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) WITH THE INTERNAL REVENUE SERVICE (IRS). IN ADDITION, THE FOUNDATION MAY BE SUBJECT TO INCOME TAX ON ANY NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO THEIR EXEMPT PURPOSE. ACCOUNTING STANDARDS PRESCRIBE A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE FOUNDATION HAS REVIEWED ITS TAX POSITION FOR ALL OPEN TAX YEARS AND CONCLUDED THAT THESE STANDARDS DO NOT HAVE AN IMPACT ON ITS FINANCIAL STATEMENT. AS OF SEPTEMBER 30, 2024, THERE ARE NO UNCERTAIN TAX POSITIONS TO BE RECORDED. FORM 990, PART VI, SECTION A, LINE 1A THERE SHALL BE AN EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS CONSISTING OF THE CHAIR, THE PRESIDENT, THE VICE CHAIR(S), THE SECRETARY, AND THE TREASURER, AND MAY INCLUDE, BY MAJORITY VOTE OF THE BOARD, ADDITIONAL DIRECTORS. THE EXECUTIVE COMMITTEE SHALL HAVE THE AUTHORITY OF THE BOARD IN THE MANAGEMENT OF THE BUSINESS OF THIS CORPORATION IN THE INTERVAL BETWEEN BOARD MEETINGS, AND THE EXECUTIVE COMMITTEE SHALL AT ALL TIMES BE SUBJECT TO THE CONTROL AND DIRECTION OF THE BOARD. THE EXECUTIVE COMMITTEE SHALL HAVE SUCH OTHER DUTIES AS MAY BE PRESCRIBED BY THE BOARD FROM TIME TO TIME. FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER OF THIS CORPORATION IS JONES-HARRISON RESIDENCE, ACTING THROUGH ITS BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS OF THIS CORPORATOIN SHALL CONSIST OF THE INDIVIDUALS CONCURRENTLY SERVING AS THE DIRECTORS OF JONES-HARRIOSN RESIDENCE. FORM 990, PART VI, SECTION A, LINE 7B NO AMENDMENT TO THE FOLLOWING PROVISIONS OF THESE BYLAWS OR OF THE ARTICLES OF INCORPORATION OF THIS CORPORATION SHALL BE EFFECTIVE UNLESS AND UNTIL APPROVED BY THE SOLE MEMBER, JONES-HARRISON RESIDENCE: BYLAWS: - AMENDMENTS OR CHANGES TO THE SOLE MEMBER OF THE CORPORATION; - THE ELECTION AND/OR REMOVAL OF THE BOARD MEMBERS OF THE CORPORATION; - THE MEMBERS OF THE BOARD DEVELOPMENT COMMITTEE AND ELECTION THEREOF; ARTICLES: - THE PURPOSE AND POWERS OF THE CORPORATION; - THE REGISTERED OFFICE OF THE CORPORATION; - MEMBERSHIP OF THE CORPORATION; AND - APPROVAL OF CAPITAL STOCK OF THE CORPORATION. FORM 990, PART VI, SECTION B, LINE 11B THE CHAIR OF THE BOARD REVIEW'S THE FORM 990 AND A COPY IS PROVIDED TO THE GOVERNING BODY PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, EVERY BOARD MEMBER SIGNS A DISCLOSURE STATEMENT. THIS IS REVIEWED BY THE CHAIR OF THE BOARD. IF THERE ARE ANY DISCLOSURES, THEY ARE REVIEWED BY THE EXECUTIVE COMMITTEE AND APPROPRIATE ABSTENTIONS OF VOTING ON ISSUES ARE ENFORCED. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY AND GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D) FORM 990, PART IX, LINE 11G CONSULTING: PROGRAM SERVICE EXPENSES 67,284. MANAGEMENT AND GENERAL EXPENSES 20,718. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 88,002. PART XII, LINE 2C NO CHANGES TO OVERSIGHT PROCESS OR SELECTIONS PROCESS DURING THE TAX RELATED TO AUDIT OVERSIGHT JONES-HARRISON RESIDENCE 3700 CEDAR LAKE AVENUE MINNEAPOLIS MN 55416 410693899 SKILLED NURSING/ASSISTED LIVING FACILITY MN 501(C)(3) LINE 10 N/A 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1