2026-08-11T16:20:23-05:00 2025-09-30 411680240 SDK CPA 333 S 7TH ST SUITE 3000 MINNEAPOLIS MN 55402 990 2024-10-01 411756772 CATHOLIC ELDERCARE COMMUNITY FOUNDATION CATH 6123622425 817 MAIN STREET NE MINNEAPOLIS MN 554131931 GREG BAUMBERGER PRESIDENT/CEO 6123622425 2026-08-10 1 0 TERESA MCALPINE CPA P01553695 6123325500 2026-08-10 2024 2025-03-06 01:10:19Z GREG BAUMBERGER 817 MAIN STREET NE MINNEAPOLIS MN 554131931 6569545 0 X CATHOLICELDERCARE.ORG X 1992 MN PROVIDES SUPPORT FOR THE PROGRAMS OF CATHOLIC ELDERCARE, CATHOLIC ELDERCARE COMMUNITY SERVICES CORP., CATHOLIC ELDERCARE AT ST HEDWIG'S AND CATHOLIC ELDERCARE COMMUNITY SERVICES CORPORATION II. 12 12 0 12 0 0 219178 377998 1710260 1846689 535704 1211566 12947 3420 2478089 3439673 0 0 0 0 0 0 0 0 236244 2387924 2751040 2387924 2751040 90165 688633 24278253 27637951 9784858 12259026 14493395 15378925 X PROVIDES SUPPORT FOR THE PROGRAMS OF CATHOLIC ELDERCARE, CATHOLIC ELDERCARE COMMUNITY SERVICES CORP., CATHOLIC ELDERCARE AT ST HEDWIG'S AND CATHOLIC ELDERCARE COMMUNITY SERVICES CORPORATION II. 0 0 1336749 1850109 THE PURPOSE OF THE ORGANIZATION IS TO SUPPORT FOUR OTHER NON-PROFIT ORGANIZATIONS BY PROVIDING SERVICES AND FINANCIAL SUPPORT. 1. CATHOLIC ELDERCARE ON MAIN IS A 174 BED SKILLED NURSING FACILITY (24 BEDS ARE USED FOR TRANSITIONAL CARE) PROVIDING LONG TERM HEALTH CARE TO SENIORS. 2. CATHOLIC ELDERCARE COMMUNITY SERVICES CORPORATION PROVIDES ASSISTED LIVING AND HOME HEALTH CARE SERVICES FOR 51 UNITS, ADULT DAY CARE PROGRAM FOR UP TO 39 PEOPLE DAILY, AND ALSO INCLUDES A 69-UNIT AGE 62 AND OLDER INDEPENDENT LIVING FACILITY. 3. CATHOLIC ELDERCARE AT ST. HEDWIG'S IS A 35 UNIT LOW- INCOME INDEPENDENT SENIOR HOUSING BUILDING. 4. CATHOLIC ELDERCARE COMMUNITY SERVICES CORPORATION II IS A 71 UNIT ASSISTED LIVING BUILDING, PROVIDING A FULL RANGE OF SERVICES INCLUDING 24-HOUR NURSING CARE, THERAPY, ACTIVITIES, PASTORAL CARE AND DINING SERVICES. OVER HALF OF THE RESIDENTS ARE CONSIDERED LOW-INCOME. 1336749 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 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 X 12 12 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 MN X GREG BAUMBERGER 6123622425 817 MAIN STREET NE MINNEAPOLIS MN 55413 NANCY UTOFT BOARD CHAIR 1.00 4.00 X X 0 0 0 DR MIKE NAUGHTON BOARD VICE CHAIR 0.50 1.50 X X 0 0 0 CHRIS FITZMORRIS BOARD TREASURER 1.00 3.00 X X 0 0 0 VICKI HENDERSON BOARD SECRETARY 1.00 X X 0 0 0 MARC J JENNY BOARD MEMBER 1.00 X 0 0 0 TOM JOYCE BOARD MEMBER 1.00 X 0 0 0 DEACON JOSEPH MICHALAK BOARD MEMBER 1.00 X 0 0 0 STEVE ROSENGREN BOARD MEMBER 1.00 X 0 0 0 BARB JOHNSON BOARD MEMBER 1.00 X 0 0 0 STEVE DUNBAR BOARD MEMBER 1.00 X 0 0 0 PAUL ARCHAMBAULT BOARD MEMBER 1.00 X 0 0 0 ERIC LUNDE BOARD MEMBER 1.00 X 0 0 0 MICHELLE HERRING BOARD MEMBER 1.00 X 0 0 0 GREG BAUMBERGER PRESIDENT/CEO 3.00 37.00 X 0 243702 67656 RACHEL CAGNEY CONTROLLER THRU 1/10/25 4.00 36.00 X 0 83328 20912 CASSANDRA JOHNSON CONTROLLER EFF 3/24/25 4.00 36.00 X 0 0 0 0 327030 88568 0 0 1 0 0 74102 303896 377998 PROGRAM SERVICE REIMBURSEMENT FOR 623000 1846189 1846189 OTHER PROGRAM SERVICE REVENUE 623000 500 500 1846689 781871 781871 3559567 3129872 429695 429695 429695 3420 0 3420 3420 3439673 1850109 0 1211566 X 83214 52816 30398 98933 98933 1028761 424279 579410 25072 46259 33451 12808 68584 26703 27395 14486 15042 15042 2104 1770 334 49 49 20617 20617 293386 293386 ALLOCATED WAGES & BENEF 1046696 358033 499330 189333 DUES & SUBSCRIPTIONS 40890 6032 27505 7353 EDUCATION & MEETINGS 5845 5027 818 MISCELLANEOUS 660 660 2751040 1336749 1178047 236244 -653162 -5098698 793561 364335 170357 50009 13675 506536 156042 371290 350494 13389770 16036293 10156428 15971852 24278253 27637951 370848 386460 9414010 11872566 9784858 12259026 X 14334095 15219625 159300 159300 14493395 15378925 24278253 27637951 688633 196897 0 X 0 1 X 1 0 X X 4 CATHOLIC ELDERCARE 411399954 10 1 1317989 0 CATHOLIC ELDERCARE COMMUNITY SERVICES CORPORATION 411923834 10 1 261218 0 CATHOLIC ELDERCARE AT ST HEDWIG'S 270006187 10 1 15131 0 CATHOLIC ELDERCARE COMMUNITY SERVICES CORPORATION II 412002183 10 1 251855 0 4 1846193 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 110496 11437 3104 888 117941 100000 11101 605 110496 100000 100000 0 0 120547 120547 166317 96464 69853 8339 7342 997 211333 52236 159097 350494 INVESTMENT IN HEALTH CARE 198000 INVESTMENT IN PHARMACY 150000 INTER-COMPANY RECEIVABLES 15453745 OTHER ASSETS 170107 15971852 INTER-COMPANY PAYABLE 11872566 11872566 X 3920 0 3920 3435753 3435753 3439673 2652107 0 2652107 98933 98933 2751040 PART V, LINE 4: SCHOLARSHIPS FOR NURSING STUDENTS PART X, LINE 2: MANAGEMENT EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THAT THE ORGANIZATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE RELATED TO UNCERTAIN TAX POSITIONS. PART XI, LINE 4B - OTHER ADJUSTMENTS: TOTAL SUPPORT SERVICES 1,846,189. CONTRIBUTIONS 303,896. INVESTMENT INCOME 758,451. NET GAIN ON SALE OF ASSETS 429,695. EMPLOYEE RETENTION CREDIT RECEIVED 74,102. INTEREST INCOME RELATED TO ERC 23,420. 0 0 0 0 0 0 0 0 0 GREG BAUMBERGER PRESIDENT/CEO 0 243702 0 0 0 0 0 34608 0 33048 0 311358 0 0 PART I, LINE 3 THE CEO'S COMPENSATION IS ESTABLISHED UTILIZING A WRITTEN EMPLOYMENT COMPENSATION SURVEY AS WELL AS TO THE FORM 990 OF OTHER SIMILAR CONTRACT AND THE COMPENSATION AMOUNT IS COMPARED TO THE GUIDESTAR ORGANIZATIONS AND APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B A FINAL COPY OF THE COMPLETED 990 IS DISTRIBUTED TO ALL BOARD MEMBERS FOR REVIEW VIA EMAIL PRIOR TO SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C A CONFLICT OF INTEREST QUESTIONAIRE IS SENT TO EACH BOARD MEMBER EACH YEAR, THIS IS A REQUIREMENT OF BOARD MEMBERSHIP. FORM 990, PART VI, SECTION B, LINE 15 EMPLOYEE REVIEWS ARE AT THE END OF THE FISCAL YEAR AND RAISES ARE GIVEN ON THE FIRST OF THE YEAR. CATHOLIC ELDERCARE COMPARES SALARIES OF THE TRADE ASSOCIATION SALARY SURVEY, THE NON-PROFIT INDUSTRY, AND GUIDESTAR. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE MAIN OFFICE AT 817 MAIN STREET NE MINNEAPOLIS, MN 55413. FORM 990, PART IX, LINE 11G CONSULTANTS: PROGRAM SERVICE EXPENSES 79,381. MANAGEMENT AND GENERAL EXPENSES 377,309. FUNDRAISING EXPENSES 18,250. TOTAL EXPENSES 474,940. OUTSIDE SERVICES: PROGRAM SERVICE EXPENSES 344,898. MANAGEMENT AND GENERAL EXPENSES 202,101. FUNDRAISING EXPENSES 6,822. TOTAL EXPENSES 553,821. CATHOLIC ELDERCARE 817 MAIN STREET NE MINNEAPOLIS MN 55413 411399954 NURSING SERV MN 501(C)(3) LINE 10 N/A 0 CATHOLIC ELDERCARE COMM SERV CORP 817 MAIN STREET NE MINNEAPOLIS MN 55413 411923834 HOME CARE MN 501(C)(3) LINE 10 N/A 0 CATHOLIC ELDERCARE COMM SERV CORP II 817 MAIN STREET NE MINNEAPOLIS MN 55413 412002183 ASSISTED LIV. MN 501(C)(3) LINE 10 N/A 0 CATHOLIC ELDERCARE AT ST HEDWIGS 817 MAIN STREET NE MINNEAPOLIS MN 55413 270006187 LOW INC. HOUS. MN 501(C)(3) LINE 10 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 CATHOLIC ELDERCARE O 1046698 FMV CATHOLIC ELDERCARE Q 1317989 FMV CATHOLIC ELDERCARE SERVICES CORP Q 261218 FMV CATHOLIC ELDERCARE SERVICES CORP II Q 251855 FMV CATHOLIC ELDERCARE AT ST HEDWIG'S Q 15131 FMV