2026-07-07T09:17:14-05:00 2025-06-30 410746749 CLIFTONLARSONALLEN LLP 121 WEST BRIDGE STREET OWATONNA MN 55060 990 2024-07-01 800276405 ASSUMPTION COMMUNITY SERVICES INC ASSU 7633472200 6499 UNIVERSITY AVE NE 300 MINNEAPOLIS MN 55432 KEVIN RYMANOWSKI CFO 7633472200 2026-07-07 1 1 JUSTIN HARTERT P02236744 5074467100 2026-07-07 2024 2025-03-06 01:10:19Z BENEDICTINE HOME HEALTH - COLD SPRINGS JERRY CARLY 6499 UNIVERSITY AVE NE 300 MINNEAPOLIS MN 55432 612406 0 X WWW.BENEDICTINELIVING.ORG X 2008 MN PROVIDE A CONTINUUM OF HEALTH AND RESIDENTIAL SERVICES IN A CHRISTIAN ENVIRONMENT. 8 5 0 61 0 0 24014 218582 245018 393824 0 0 5 0 269037 612406 0 0 0 0 112760 347594 0 0 0 51957 177505 164717 525099 104320 87307 224813 393483 158020 239383 66793 154100 X WE PROVIDE OUR RESIDENTS WITH A DYNAMIC CONTINUUM OF CARE ENCOMPASSING THE SOCIAL, SPIRITUAL, PHYSICAL AND MENTAL ASPECTS OF THE INDIVIDUAL, STEEPEN IN THE BENEDICTINE VALUES OF HOSPITALITY, STEWARDSHIP, RESPECT AND JUSTICE. OUR VISION IS BE A COMMITTED LEADER RECOGNIZED AS PROVIDING QUALITY SENIOR-LIVING. 0 0 453927 0 393824 BENEDICTINE HOME HEALTH COLD SPRING PROVIDES A RANGE OF SERVICES TO SUPPORT COMMUNITY MEMBERS, INCLUDING HOME-DELIVERED MEALS, COMMUNITY SUPPORT SERVICES, AND CAREGIVER ASSISTANCE. THE ORGANIZATION PROVIDES HOME HEALTH SERVICES TO INDIVIDUALS IN THE COMMUNITY. 453927 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 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 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 8 5 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 MN X KEVIN RYMANOWSKI 3206853693 6499 UNIVERSITY AVE NE SUITE 300 MINNEAPOLIS MN 56320 JERRY CARLEY CEO OF BHS 1.00 39.00 X X 0 913522 174329 KEVIN RYMANOWSKI CFO & TREASURER 1.00 39.00 X X 0 511297 89096 ANNELIESE PETERSON COO OF BHS/BOARD CHAIR 1.00 39.00 X X 0 373997 90827 NICOLE HOLTHAUS CHAIR 1.00 0.00 X X 0 0 0 FR LEROY SCHEIERL VICE CHAIR 1.00 0.00 X X 0 0 0 MERRILEE STANG SECRETARY 1.00 0.00 X X 0 0 0 ADAM FRIE DIRECTOR 1.00 0.00 X 0 0 0 KYLE KNUDSON DIRECTOR 1.00 0.00 X 0 0 0 TAYLAR HACK VP OF BHS 1.00 39.00 X 0 271593 21125 0 2070409 375377 0 0 1 0 0 218582 218582 RESIDENT SERVICE REVEN 623000 393824 393824 393824 612406 393824 0 0 X 318493 318493 1546 1546 14520 14520 13035 13035 18804 18804 6789 6789 60668 55542 5126 5004 5004 18989 16906 2083 785 601 184 12441 12441 9506 9506 2201 2201 FOOD 6802 6802 SUPPLIES 3294 3014 280 EQUIPMENT LEASES 1202 1202 TRAINING 206 206 30814 113 30701 525099 453927 71172 0 27099 166441 164553 203387 0 0 47529 23874 33161 23655 224813 393483 11534 19724 146486 219659 158020 239383 X 66793 154100 66793 154100 224813 393483 87307 0 X 0 1 X 1 0 X 179356 180402 120633 188609 242596 911596 177641 136332 127361 46595 638842 1126771 356997 316734 247994 235204 881438 2038367 0 257366 267569 135488 14736 306399 981558 257366 267569 135488 14736 306399 981558 1056809 2 1 3 2 1 3 5 5 356997 316736 247994 235205 881443 2038375 0.51850 0.43720 0.00000 0.00000 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2024 AMOUNT: $ 5. PART III, SHORT YEAR EXPLANATION: A SHORT YEAR TAX RETURN WAS FILED FOR THE PERIOD 1/1/2024 THROUGH 6/30/2024. THE 2024 COLUMN REPRESENTS AN 18 MONTH PERIOD COVERING 1/1/2024 THROUGH 6/30/2025. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 47529 23874 23655 23655 DUE TO AFFILIATES 219659 219659 0 0 0 0 0 0 0 0 0 JERRY CARLEY CEO OF BHS 0 622686 0 165481 0 125355 0 150791 0 23538 0 1087851 0 125355 KEVIN RYMANOWSKI CFO & TREASURER 0 365222 0 69542 0 76533 0 68583 0 20513 0 600393 0 76533 ANNELIESE PETERSON COO OF BHS/BOARD CHAIR 0 312427 0 60754 0 816 0 60664 0 30163 0 464824 0 816 TAYLAR HACK VP OF BHS 0 215124 0 26676 0 29793 0 10808 0 10317 0 292718 0 29793 PART I, LINE 3 BENEDICTINE HEALTH SYSTEM'S (EIN: 41-1531892) CEO, JERRY CARLEY, SHARE THEIR TIME BETWEEN THE REPORTING ORGANIZATION AND RELATED ORGANIZATIONS. SEE SCHEDULE R FOR INFORMATION ON RELATED ORGANIZATIONS. THE CEO IS COMPENSATED BY BENEDICTINE HEALTH SYSTEM, A RELATED ORGANIZATION. THIS ORGANIZATION USES THE FOLLOWING TO SET CEO/ ADMINISTRATIVE COMPENSATIONS: 1. COMPENSATION COMMITTEE 2. INDEPENDENT COMPENSATION CONSULTANT 3. WRITTEN EMPLOYMENT CONTRACT 4. COMPENSATION SURVEY OR STUDY 5. APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE (COMPRISED OF THE CHAIR, VICE-CHAIR, A PRESIDENT/CEO, BOARD SECRETARY, TREASURER, AND THE CHAIRS OF THE STANDING COMMITTEES) IS AUTHORIZED TO ACT ON BEHALF OF THE BOARD IN THE INTERVAL BETWEEN MEETINGS OF THE BOARD, PROVIDED, HOWEVER, THAT IT MAY NOT DETERMINE MATTERS OF POLICY WITHOUT PRIOR SPECIFIC AUTHORIZATION OF THE BOARD. FORM 990, PART VI, SECTION A, LINE 3 THE CORPORATION CONTRACTS WITH BENEDICTINE HEALTH SYSTEM, A RELATED ORGANIZATION, FOR MANAGEMENT SERVICES. BENEDICTINE HEALTH SYSTEM EMPLOYED THE ADMINISTRATOR/CEO OF THE CORPORATION. FORM 990, PART VI, SECTION A, LINE 6 BENEDICTINE HEALTH SYSTEM, A MINNESOTA NONPROFIT CORPORATION, IS THE SOLE MEMBER OF THE CORPORATION. FORM 990, PART VI, SECTION A, LINE 7A EACH DIRECTOR OF THE CORPORATION IS APPOINTED BY BENEDICTINE HEALTH SYSTEM. FORM 990, PART VI, SECTION A, LINE 7B BENEDICTINE HEALTH SYSTEM HAS CERTAIN RESERVED POWERS RELATING TO THE ACTIVITIES OF THE CORPORATION AS SET OUT IN THE CORPORATION'S BY-LAWS. IN ADDITION, DULUTH BENEDICTINE MINISTRIES ACTS AS THE CANONICAL STEWARD OF THE CORPORATION IN ACCORDANCE WITH CATHOLIC TRADITION AND VALUES AND THE MISSION AND PHILOSOPHIES OF THE BENEDICTINE SISTERS OF ST. SCHOLASTICA MONASTERY OF DULUTH, MINNESOTA. DULUTH BENEDICTINE MINISTRIES RETAINS RESPONSIBILITY FOR THE MISSION, CATHOLIC IDENTITY AND VALUES OF THE CORPORATION WHILE MANAGEMENT OF THE CORPORATION'S OPERATIONS IS THE RESPONSIBILITY OF THE CORPORATION AND BENEDICTINE HEALTH SYSTEM. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY MANAGEMENT. THE RETURN WAS THEN REVIEWED BY THE CFO. AN ELECTRONIC COPY OF THE FORM 990 WAS DISTRIBUTED TO THE GOVERNING BODY PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS, INTERESTED PERSONS ARE REQUIRED TO DISCLOSE ANY RELATIONSHIPS THAT CONSTITUTE OR MIGHT LEAD TO A CONFLICT OF INTEREST BY COMPLETING THE CONFLICT OF INTEREST AND GIFT DISCLOSURE STATEMENT. THE BHS COMPLIANCE DEPARTMENT WILL DISTRIBUTE THE STATEMENTS AND COLLECT AND MAINTAIN THE COMPLETED STATEMENTS. THE BHS COMPLIANCE MANAGER WILL REVIEW THE STATEMENTS AND PROVIDE A SUMMARY OF THE IDENTIFIED CONFLICTS OF INTEREST TO THE BHS CHIEF COMPLIANCE OFFICER, WHO WILL ALERT THE BHS CEO AND THE CHAIR OF THE BHS BOARD OF DIRECTORS TO ANY ITEMS OF CONCERN. AN "INTERESTED PERSON" IS ANY PERSON IN A POSITION TO EXERCISE SUBSTANTIAL INFLUENCE OVER THE SYSTEM, INCLUDING BUT NOT LIMITED TO A BOARD MEMBER, BOARD COMMITTEE MEMBER, OR OFFICER OR DIRECTOR OF BHS OR A FACILITY (SUCH AS FACILITY CEO/ADMINISTRATORS AND BHS SENIOR LEADERS AND DIRECTORS). FOR INTERESTED PERSONS WHO ARE EMPLOYEES (OTHER THAN THE BHS CEO), FOLLOWING DISCLOSURE OF THE ACTUAL OR POTENTIAL CONFLICT OF INTEREST AND ALL MATERIAL FACTS, THE INTERESTED PERSON'S SUPERVISOR WILL DETERMINE WHETHER A CONFLICT OF INTEREST EXISTS. FOR THE BHS CEO AND BOARD AND COMMITTEE MEMBERS, FOLLOWING DISCLOSURE OF THE ACTUAL OR POTENTIAL CONFLICT OF INTEREST AND ALL MATERIAL FACTS, THE INTERESTED PERSON WILL LEAVE THE BOARD OR COMMITTEE MEETING WHILE THE REMAINING MEMBERS OF THE BOARD OR COMMITTEE DETERMINE IF A CONFLICT OF INTEREST EXISTS. THE INTERESTED PERSON MAY PARTICIPATE IN DELIBERATION REGARDING THE TRANSACTION IF THE APPLICABLE SUPERVISOR, BOARD, OR COMMITTEE DETERMINES A CONFLICT OF INTEREST DOES NOT EXIST. AN INTERESTED PERSON WHO HAS BEEN DETERMINED TO HAVE A CONFLICT OF INTEREST MAY NOT PARTICIPATE IN THE DELIBERATION OR DECISION REGARDING THE TRANSACTION OR ARRANGEMENT INVOLVING THE CONFLICT OF INTEREST AND MAY NOT BE PRESENT DURING SUCH DELIBERATION OR DECISION MAKING. THE INTERESTED PERSON MAY BE ALLOWED TO MAKE A PRESENTATION TO THE SUPERVISOR, BOARD, OR COMMITTEE CONSIDERING THE TRANSACTION OR ARRANGEMENT AS TO WHICH THE CONFLICT OF INTERESTS REFERS PRIOR TO THE DELIBERATION AND DECISION. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION FOR THE BENEDICTINE HEALTH SYSTEM'S (BENEDICTINE) CEO AND OTHER KEY EMPLOYEES OF THE BENEDICTINE IS DETERMINED BY THE COMPENSATION COMMITTEE OF THE BENEDICTINE BOARD OF DIRECTORS. THIS COMMITTEE IS COMPRISED ENTIRELY OF INDEPENDENT DIRECTORS. THE COMPENSATION COMMITTEE REVIEWS DATA ON COMPENSATION PROVIDED TO INDIVIDUALS HOLDING COMPARABLE POSITIONS IN COMPARABLE ORGANIZATIONS IN ORDER TO ESTABLISH A REASONABLE COMPENSATION RANGE. THE DATA IS COLLECTED AND REVIEWED WITH THE COMPENSATION COMMITTEE BY AN INDEPENDENT CONSULTANT. BASED ON MARKET DATA AND IN LIGHT OF ANY SPECIFIC INDIVIDUAL QUALIFICATIONS, THE COMPENSATION COMMITTEE DETERMINS COMPENSATION OF THE BENEDICTINE CEO AND OTHER KEY EMPLOYEES. THE DELIBERATIONS AND DETERMINATIONS OF THE COMPENSATION COMMITTEE ARE RECORDED CONTEMPORANEOUSLY AND PROVIDED TO THE GOVERNING BODY FOR REVIEW. COMPENSATION OF THE ORGANIZATION'S EXECUTIVE DIRECTOR AND/OR ADMINISTRATOR IS DETERMINED BY BENEDICTINE HEALTH SYSTEM BASED ON MARKET DATA ON COMPENSATION PROVIDED TO INDIVIDUALS HOLDING COMPARABLE POSITIONS IN COMPARABLE ORGANIZATIONS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART IX, LINE 11G OTHER PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 55,542. MANAGEMENT AND GENERAL EXPENSES 5,126. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 60,668. ARROWHEAD SENIOR LIVING COMMUNITIES 6499 UNIVERSITY AVE NE SUITE 300 MINNEAPOLIS MN 55432 411978619 NURSING HOME MN 501(C)(3) LINE 10 BHS 0 VILLA ST VINCENT 6499 UNIVERSITY AVE NE SUITE 300 MINNEAPOLIS MN 55432 411352227 NURSING HOME MN 501(C)(3) LINE 10 BHS 0 STEEPLE POINTE SEN LIVING COMMUNITY 6499 UNIVERSITY AVE NE SUITE 300 MINNEAPOLIS MN 55432 411852273 ASSISTED LIVING MN 501(C)(3) LINE 10 BHS 0 ST GERTRUDE'S HEALTH CENTER 6499 UNIVERSITY AVE NE SUITE 300 MINNEAPOLIS MN 55432 411848720 NURSING HOME MN 501(C)(3) LINE 10 BHS 0 SAINT ANNE OF WINONA 6499 UNIVERSITY AVE NE SUITE 300 MINNEAPOLIS MN 55432 410850791 NURSING HOME MN 501(C)(3) LINE 10 BHS 0 ROSEWOOD COURT 6499 UNIVERSITY AVE NE SUITE 300 MINNEAPOLIS MN 55432 412011389 ASSISTED LIVING MN 501(C)(3) LINE 10 BHS 0 REGINA SENIOR LIVING 6499 UNIVERSITY AVE NE SUITE 300 MINNEAPOLIS MN 55432 463700475 NURSING HOME MO 501(C)(3) LINE 10 BHS 0 PIONEER HOUSING DEVELOPMENT INC 6499 UNIVERSITY AVE NE SUITE 300 MINNEAPOLIS MN 55432 411367392 ASSISTED LIVING MN 501(C)(3) LINE 10 BHS 0 MADONNA TOWERS OF ROCHESTER 6499 UNIVERSITY AVE NE SUITE 300 MINNEAPOLIS MN 55432 411809914 NURSING HOME MN 501(C)(3) LINE 10 BHS 0 MADONNA MEADOWS OF ROCHESTER 6499 UNIVERSITY AVE NE SUITE 300 MINNEAPOLIS MN 55432 470855891 ASSISTED LIVING MN 501(C)(3) LINE 10 BHS 0 LIVING COMMUNITY OF ST JOSEPH 6499 UNIVERSITY AVE NE SUITE 300 MINNEAPOLIS MN 55432 412011661 NURSING HOME MN 501(C)(3) LINE 10 BHS 0 BENEDICTINE LIVING COMMUNITY - OWATONNA 6499 UNIVERSITY AVE NE SUITE 300 MINNEAPOLIS MN 55432 270705237 NURSING HOME MN 501(C)(3) LINE 10 BHS 0 APARTMENT COMMUNITY OF OUR LADY OF THE SNOWS 6499 UNIVERSITY AVE NE SUITE 300 MINNEAPOLIS MN 55432 370909113 SENIOR LIVING COMMUNITY IL 501(C)(3) LINE 10 BHS 0 ELLENDALE EVERGREEN PLACE 6499 UNIVERSITY AVE NE SUITE 300 MINNEAPOLIS MN 55432 411796445 ASSISTED LIVING MN 501(C)(3) LINE 10 BHS 0 BENEDICTINE LIVING COMMUNITIES 6499 UNIVERSITY AVE NE SUITE 300 MINNEAPOLIS MN 55432 411639687 NURSING HOMES MN 501(C)(3) LINE 10 BHS 0 ASSUMPTION HOMES 6499 UNIVERSITY AVE NE SUITE 300 MINNEAPOLIS MN 55432 410873335 NURSING HOME MN 501(C)(3) LINE 10 BHS 0 BENEDICTINE CARE CENTERS 6499 UNIVERSITY AVE NE SUITE 300 MINNEAPOLIS MN 55432 411907571 NURSING HOMES MN 501(C)(3) LINE 10 BHS 0 BENEDICTINE HEALTH CENTER 6499 UNIVERSITY AVE NE SUITE 300 MINNEAPOLIS MN 55432 411381401 NURSING HOME MN 501(C)(3) LINE 10 BHS 0 BENEDICTINE FOUNDATION 503 E THIRD STREET DULUTH MN 55805 411513014 FUND DEVELOPMENT MN 501(C)(3) LINE 10 BHS 0 BLC - BISMARCK 6499 UNIVERSITY AVE NE SUITE 300 MINNEAPOLIS MN 55432 264376543 NURSING HOME MN 501(C)(3) LINE 10 BHS 0 CITY OF LAKES CARE CENTER 6499 UNIVERSITY AVENUE NE SUITE 300 MINNEAPOLIS MN 55432 411985663 NURSING HOME MN 501(C)(3) LINE 10 BHS 0 BLC - WAHPETON 6499 UNIVERSITY AVE NE SUITE 300 MINNEAPOLIS MN 55432 454274091 ASSISTED LIVING MN 501(C)(3) LINE 10 BHS 0 BLC OF ST PETER 6499 UNIVERSITY AVE NE SUITE 300 MINNEAPOLIS MN 55432 861113231 NURSING HOME MN 501(C)(3) LINE 10 BHS 0 BRIDGES CARE CENTER 6499 UNIVERSITY AVE NE SUITE 300 MINNEAPOLIS MN 55432 262620983 NURSING HOME MN 501(C)(3) LINE 10 BHS 0 BENEDICTINE SENIOR LIVING COMMUNITY OF ST PETER 6499 UNIVERSITY AVE NE SUITE 300 MINNEAPOLIS MN 55432 272716531 ASSISTED LIVING MN 501(C)(3) LINE 10 BHS 0 CATHOLIC RESIDENTIAL SERVICES 6499 UNIVERSITY AVE NE SUITE 300 MINNEAPOLIS MN 55432 390982340 NURSING HOME MN 501(C)(3) LINE 10 BHS 0 CERENITY CARE CENTER - WHITE BEAR LAKE 6499 UNIVERSITY AVE NE SUITE 300 MINNEAPOLIS MN 55432 411983267 NURSING HOME MN 501(C)(3) LINE 10 BHS 0 BENEDICTINE HEALTH SYSTEM 6499 UNIVERSITY AVE NE SUITE 300 MINNEAPOLIS MN 55432 411531892 SUPPORTING ORGANIZATION MN 501(C)(3) LINE 10 N/A 0 VILLA ST BENEDICT 6499 UNIVERSITY AVE NE SUITE 300 MINNEAPOLIS MN 55432 364343235 NURSING HOME MN 501(C)(3) LINE 10 BHS 0 NAZARETH LIVING CENTER 6499 UNIVERSITY AVE NE SUITE 300 MINNEAPOLIS MN 55432 431450394 NURSING FACILITY MN 501(C)(3) LINE 10 N/A 0 CERENITY SENIOR CARE 6499 UNIVERSITY AVE NE SUITE 300 MINNEAPOLIS MN 55432 363517696 NURSING HOME MN 501(C)(3) LINE 10 BHS 0 BENEDICTINE GROUP SELF-INSURANCE ASSOCIATION 222 SOUTH NINTH ST SUITE 2700 MINNEAPOLIS MN 55402 411548753 WORKERS' COMPENSATION PROGRAM MN N/A C 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0