2026-08-12T07:50:07-05:00 2025-09-30 410746749 CLIFTONLARSONALLEN LLP 2689 COMMERCE DRIVE NW SUITE 201 ROCHESTER MN 55901 990 2024-10-01 410847708 ST JOHN'S LUTHERAN HOME STJO 5073732040 1861 EAGLE VIEW CIR ALBERT LEA MN 56007 MARK ANDERSON EXECUTIVE DIRECTOR 5073732040 2026-08-10 1 0 KATHERINE LUTZKE CPA P01760889 5072802300 2026-08-10 2024 2025-03-06 01:10:19Z X ST JOHN'S LUTHERAN COMMUNITY MARK ANDERSON 1861 EAGLE VIEW CIR ALBERT LEA MN 56007 17307041 0 9386 X HTTPS://STJOHNSOFALBERTLEA.ORG/ X 1957 MN TO PROVIDE PHYSICAL, EMOTIONAL, SOCIAL AND CHRISTIAN CARE FOR ALL PEOPLE, WITH DIGNITY AND RESPECT, IN AN ENVIRONMENT OF GOD'S GRACE. 10 10 366 12 24000 0 562371 1511354 16380064 15295813 153767 477223 19445 16170 17115647 17300560 0 81677 0 0 11312160 9762213 0 0 0 7669940 8792823 18982100 18636713 -1866453 -1336153 40809675 47810293 37548818 36532786 3260857 11277507 X TO PROVIDE PHYSICAL, EMOTIONAL, SOCIAL AND CHRISTIAN CARE FOR ALL PEOPLE, WITH DIGNITY AND RESPECT, IN AN ENVIRONMENT OF GOD'S GRACE. 0 0 17330583 81677 15271813 ST JOHN'S LUTHERAN HOME WAS ORGANIZED FOR THE PURPOSE OF BUILDING, ERECTING, ESTABLISHING, MAINTAINING, EQUIPPING, MANAGING, OPERATING, AND ENDOWING A CHRISTIAN HOME MINISTERING TO THE PHYSICAL, SPIRITUAL, EMOTIONAL AND SOCIAL NEEDS OF AGING MEN AND WOMEN. PROVISION OF NURSING CARE AND HOUSING TO THE ELDERLY AND HANDICAPPED BY OPERATING A 84-BED LICENSED NURSING FACILITY, A 40-UNIT INDEPENDENT LIVING COMPLEX, A 48-UNIT APARTMENT COMPLEX, AND A 32-UNIT ASSISTED LIVING. 17330583 1 1 0 0 0 0 0 0 1 0 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 18 0 1 366 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 1 0 0 1 1 1 1 0 0 0 0 1 1 1 1 1 1 1 0 MN X MARIE LONNEMAN FINANCE CONTROLLER 5073732040 1861 EAGLE VIEW CIR ALBERT LEA MN 56007 SHANE KOEPKE CHAIRMAN 1.00 0.00 X X 0 0 0 CAMILLA KOLKER-SPARKS VICE CHAIRMAN 1.00 0.00 X X 0 0 0 MARK ANDERSON SECRETARY 1.00 0.00 X X 0 0 0 JERRY NOLAND TREASURER 1.00 0.00 X X 0 0 0 JAMES MUNYER DIRECTOR 1.00 0.00 X 0 0 0 RICK LOBERG DIRECTOR 1.00 0.00 X 0 0 0 STEVE SCHULZ DIRECTOR 1.00 0.00 X 0 0 0 MARK LIGHT DIRECTOR 1.00 0.00 X 0 0 0 JOHN HOLT DIRECTOR 1.00 0.00 X 0 0 0 BRENDA WICHMANN DIRECTOR 1.00 0.00 X 0 0 0 SHANNA ECKBERG CEO/ADMINISTRATOR 40.00 0.00 X 197080 0 4912 JEFFREY BREDT CFO 40.00 0.00 X 136916 0 715 MARIE AASNESS WD REGISTERED NURSE 40.00 0.00 X 105661 0 6342 NICHOL SEVCIK DIRECTOR OF NURSING 40.00 0.00 X 103900 0 0 KATHLENE TIEGS CLINICAL SUPERVISOR 40.00 0.00 X 114821 0 3332 BRANDY BOETTCHER LICENSED ASSISTED LIVING DIR. 40.00 0.00 X 103001 0 635 761379 0 15936 6 0 1 0 0 1315736 195618 1511354 RESIDENT REVENUE 623000 9728517 9728517 MEDICARE/MEDICAID 623000 5506680 5506680 MISCELLANEOUS REVENUE 623000 36616 36616 MANAGEMENT INCOME 561700 24000 24000 15295813 483704 483704 6481 -6481 -6481 -6481 OTHER REVENUE 900099 16170 16170 16170 17300560 15271813 24000 493393 81677 81677 187988 171715 16273 8239781 7526495 713286 117757 107563 10194 546751 499421 47330 669936 611942 57994 227586 221412 6174 159019 154705 4314 25179 24496 683 1328941 1292889 36052 43775 39562 4213 39933 36090 3843 124016 112080 11936 1232544 1113913 118631 19516 17638 1878 35457 32044 3413 1320738 1320738 1586001 1586001 747631 675673 71958 FOOD, DIETARY, LAUNDRY, 660764 597166 63598 MEDICAL, RESIDENT CARE, 444887 402067 42820 REPAIRS, MAINTENANCE, E 376007 339817 36190 TAXES, LICENSES, PERMIT 24167 21841 2326 396662 343638 53024 18636713 17330583 1306130 0 402783 1672607 3099546 1604557 1504465 1220624 145045 85412 64645770 30447335 35657836 34198435 0 9028658 40809675 47810293 2434957 2586774 17177626 16026473 178932 169177 17305875 17298934 451428 451428 37548818 36532786 X 3260857 2068791 9208716 3260857 11277507 40809675 47810293 -1336153 9352803 0 X 0 1 X 1 0 X 1560377 1634028 3546496 562371 1511354 8814626 15709733 13916231 15285570 16359615 15271813 76542962 17270110 15550259 18832066 16921986 16783167 85357588 341690 359504 366923 362960 379930 1811007 0 341690 359504 366923 362960 379930 1811007 83546581 50731 72076 114691 153767 483704 874969 50731 72076 114691 153767 483704 874969 20449 20475 40924 68947 72401 33440 19445 16170 210403 17389788 15694736 18980197 17115647 17303516 86483884 0.96600 0.97110 0.01010 0.00530 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISC INCOME - 2020 AMOUNT: $ 68,947. 2021 AMOUNT: $ 72,401. 2022 AMOUNT: $ 33,440. 2023 AMOUNT: $ 19,445. 2024 AMOUNT: $ 16,170. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 478389 478389 54407810 22201546 32206264 9361133 7916387 1444746 398438 329402 69036 34198435 INTEREST IN PERPETUAL TRUST 9028658 9028658 ASSET RETIREMENT OBLIGATION 451428 451428 17300560 0 17300560 0 17300560 18636713 0 18636713 0 18636713 PART IV, LINE 2B: RESIDENT TRUST ACCOUNTS AND TENANT SECURITY DEPOSITS X 0 0 0 0 0 0 0 0 0 SHANNA ECKBERG CEO/ADMINISTRATOR 197080 0 0 0 0 0 0 0 4912 0 201992 0 0 0 A CITY OF HAYWARD MN HOUSING AND HC BONDS 410241036 421307AM1 2014-12-04 17556988 CONSTRUCTION AND REFINANCE EXISTING DEBT 0 0 0 B HOUSING AND HEALTH CARE FACILITIES REVENUE BONDS SERIES 2017A 410241036 421307AR0 2017-02-09 1950000 BUILDING CONSTRUCTION 0 0 0 A 4159739 17715000 1242819 276761 318870 13225886 2650664 2017 1 0 1 1 B 330000 1950000 145545 39000 1765455 2017 0 0 1 1 A 0 0 0 0 1.00000 1.00000 0 0 0 B 0 0 0 0 1.00000 1.00000 0 0 0 A 1 0 0 0 0 0 B 1 0 0 0 0 0 A 1 B 1 FORM 990, PART I, ITEM C DBA: ST. JOHN'S LUTHERAN COMMUNITY FORM 990, PART III: SUBSEQUENT TO YEAR END, THE LUTHER PLACE AND KNUTSON PLACE CAMPUS WAS SOLD WITH AN EFFECTIVE DATE OF JUNE 10, 2026. THE REMAINING FOUNTAIN LAKE CAMPUS CONTINUES TO OPERATE AN 84-BED LICENSED NURSING FACILITY, A 40-UNIT INDEPENDENT LIVING COMPLEX, AND A 32-UNIT ASSISTED LIVING. FORM 990, PART VI, SECTION A, LINE 3 AS OF AUGUST 8, 2025 THE ORGANIZATION DELEGATED CONTROL OVER MANAGEMENT DUTIES TO CERTUS ALBERT LEA MANAGEMENT, LLC. OFFICERS INCLUDE CEO WILLIAM HAASE, PRESIDENT & COO JEFF AMANN, CFO ALICE MARIE CLARK DANKS. MANAGEMENT FEES PAID DURING FY25 WERE $227,586. FORM 990, PART VI, SECTION A, LINE 6 THE VOTING MEMBERS OF THE CORPORATION SHALL BE LUTHERAN CONGREGATIONS, HEREAFTER REFERRED TO AS CORPORATE CONGREGATIONS, LOCATED PRINCIPALLY IN THE AREA OF THE BLUE EARTH RIVER CONFERENCE OF THE EVANGELICAL LUTHERAN CHURCH IN AMERICA (ELCA) AND OTHER LUTHERAN CONGREGATIONS WHO ARE INVITED TO BECOME MEMBERS OF THIS CORPORATION. FORM 990, PART VI, SECTION A, LINE 7A VOTING MEMBERS ARE PART OF THE NOMINATING COMMITTEE THAT SELECT CANDIDATES FOR THE BOARD OF DIRECTORS. SELECTED CANDIDATES ARE THEN ELECTED BY THE VOTING MEMBERS OF THE CORPORATION. FORM 990, PART VI, SECTION A, LINE 7B THE BYLAWS CAN BE AMENDED BY A MAJORITY VOTE OF THE MEMBERS. BY A MAJORITY VOTE OF THE MEMBERS, AMENDMENTS TO THE BYLAWS CAN ALSO BE DELEGATED TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO BEING FILED WITH THE IRS, THE BOARD CHAIRMAN AND ADMINISTRATOR WILL REVIEW IN DETAIL A COPY OF THE FORM 990, INCLUDING A CONFIRMATION OF THE ACCURACY OF EVERY ANSWER AND OVERSIGHT OF APPROPRIATE CHANGES. FORM 990, PART VI, SECTION B, LINE 12C A CORPORATE COMPLIANCE PROGRAM IS REVIEWED WITH ALL NEW HIRES AND WITH NEW BOARD MEMBERS. BOARD MEMBERS AND KEY EMPLOYEES ANNUALLY COMPLETE A SURVEY RELATED TO BUSINESS RELATIONSHIPS AND FAMILY MEMBERS THAT COULD OR DO CREATE A CONFLICT OF INTEREST. THESE ARE SUMMARIZED AND FILED ALONG WITH BOARD MEETING MINUTES. CONFLICTS OF INTEREST ARE DETERMINED BY A REVIEW OF THE POTENTIAL CONFLICTS BY THE ADMINISTRATOR AND BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS USED TO SET THE ADMINISTRATOR'S, CFO AND OTHER KEY EMPLOYEES ANNUAL SALARY IS BASED ON A COMPARISON TO COMPARABLE ORGANIZATIONS. THE BOARD OF DIRECTORS REVIEWS THE MINNESOTA SENIOR HOUSING TRADE ASSOCIATION'S ANNUAL WAGE SURVEY. THIS SURVEY INCLUDES INFORMATION RELATED TO THE SIZE OF THE ORGANIZATION AND THE NOT-FOR-PROFIT STATUS OF THE ORGANIZATION. IN ADDITION TO THIS, THE 990'S FROM COMPARABLE SENIOR HOUSING CAMPUSES ARE REVIEWED BY THE BOARD OF DIRECTORS AND USED TO ESTABLISH THE ADMINISTRATOR'S, CFO AND OTHER KEY EMPLOYEES' WAGE. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2025. 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. ST JOHNS FOUNDATION C/O ST JOHNS HOME 1861 EAGLE VIEW C ALBERT LEA MN 56007 416054307 TO PROVIDE SUPPORT TO ST. JOHN'S LUTHERAN HOME MN 501(C)(3) LINE 12A, I N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0