2026-09-18T07:38:58-05:00 2025-12-31 430765316 RUBINBROWN LLP 7676 FORSYTH BLVD SUITE 2100 SAINT LOUIS MO 63105 990 2025-01-01 431365901 COVENANT PLACE FOUNDATION COVE 3144321610 8 MILLSTONE CAMPUS SUITE 2000 ST LOUIS MO 63146 MARY S BAKKEN PRESIDENT AND CEO 3144321610 2026-09-16 1 MINDY G KRUEGER P01290370 3142903300 2025 MARY S BAKKEN 8 MILLSTONE CAMPUS SUITE 2000 ST LOUIS MO 63146 466331 0 X WWW.COVENANTPLACESTL.ORG X 1985 MO TO PROVIDE CARING SUPPORT SERVICES TO SENIORS. 18 18 0 18 0 0 313458 346146 46298 38090 104541 82095 6580 0 470877 466331 96310 198200 0 0 104581 102659 0 0 36688 172927 211016 373818 511875 97059 -45544 3648545 3979966 1259990 1360734 2388555 2619232 X COVENANT PLACE FOUNDATION (CPF) CREATES A VIBRANT, ENGAGING COMMUNITY FOR SENIORS AND HELPS RESIDENTS OF COVENANT PLACE APARTMENTS AND SENIORS IN THE GREATER COMMUNITY LIVE INDEPENDENTLY AND WITH DIGNITY. THE CARING, SUPPORTIVE SERVICES PROVIDED THROUGH CPF PROMOTE HEALTH, PSYCHOLOGICAL AND SOCIAL WELL-BEING, AND HELP OLDER ADULTS TO SUCCESSFULLY AGE IN PLACE. SOME OF THE ONGOING PROGRAMS FUNDED AND/OR DELIVERED THROUGH COVENANT PLACE FOUNDATION INCLUDE: CATERED EVENING MEALS (INCLUDING KOSHER IF REQUESTED), SUBSIDIZED HOUSEKEEPING, EXERCISE CLASSES, HEALTH AND WELLNESS PROGRAMS, SUBSIDIZED SENIOR MEALS, FOOD PANTRY, LIFE-LONG LEARNING OPPORTUNITIES, VIAL OF LIFE MEDICINE/EMERGENCY CONTACT RECORDS, ASSISTANCE ACCESSING GOVERNMENT PROGRAMS/SERVICES, ON-SITE ANNUAL FLU & PNEUMONIA IMMUNIZATIONS, FREE ONLINE COMPUTER LAB, FREE LENDING LIBRARY, ENTERTAINMENT AND PROGRAMS TO PROMOTE SOCIALIZATION AND DECREASE ISOLATION. 0 0 168200 198200 THE AGING AHEAD MEAL PROGRAM IS OFFERED TO RESIDENTS AND COMMUNITY SENIORS. THE PROGRAM PROVIDES WEEKNIGHT MEALS, INCLUDING KOSHER, IF REQUESTED, FOR RESIDENTS AND COMMUNITY OLDER ADULTS TO ENJOY THE NUTRITION AND SOCIALIZATION. ADULTS AGED 60+ ARE ELIGIBLE FOR THE PROGRAM AND ARE ASKED TO MAKE A SUGGESTED DONATION, BUT MAY DONATE WHATEVER AMOUNT THEY CHOOSE. THOSE UNDER 60 YEARS OF AGE ARE WELCOME TO ENJOY THE MEAL AND PAY FULL COST. PER THE PROGRAM REQUIREMENTS, A CARTON OF MILK IS DISTRIBUTED TO EACH DINER AT THE END OF THE MEAL. 88360 38090 SUBSIDIZED HOUSEKEEPING SERVICES WERE PROVIDED ON A SLIDING SCALE, BASED ON INCOME, TO OVER 70 SENIORS. THIS ASSISTANCE WITH CLEANING AND LAUNDRY HELPS ELDERLY RESIDENTS TO MAINTAIN THEIR APARTMENT, DELAYING THE NEED FOR INSTITUTIONAL CARE, SUPPORTING THEM TO AGE IN PLACE WITH DIGNITY. 39388 HEALTH EDUCATION SEMINARS AND SCREENINGS ARE REGULARLY OFFERED, AND EXERCISE CLASSES ARE OFFERED FIVE DAYS A WEEK. CLASSES ARE FREE TO RESIDENTS AND OFFERED TO THE PUBLIC AT NO OR NOMINAL COST. ON-SITE GERIATRIC PRIMARY CARE, AND PHYSICAL, OCCUPATIONAL AND SPEECH THERAPY ARE EASILY ACCESSIBLE FOR RESIDENTS AND COMMUNITY SENIORS. 14668 TRANSPORTATION SERVICES INCLUDE SUPPORT FOR A PASSENGER VAN AND A 14-PASSENGER WHEELCHAIR ACCESSIBLE SHUTTLE BUS TO PROVIDE GROCERY AND GENERAL SHOPPING TRANSPORTATION AND RECREATIONAL TRIPS.SUPPORTIVE PROGRAMS AND ACTIVITIES ARE OFFERED TO RESIDENTS AND COMMUNITY SENIORS, INCLUDING NUMEROUS HEALTH, WELLNESS, EDUCATIONAL, AND SOCIAL PROGRAMS AND ACTIVITIES. PROGRAMS ARE DESIGNED TO IMPROVE MENTAL AND PHYSICAL HEALTH AND DECREASE LONELINESS AND ISOLATION. SOCIAL SERVICES ARE PROVIDED TO ASSIST LIMITED INCOME ELDERLY RESIDENTS WITH REFERRALS TO SUPPORTIVE SERVICES AND GOVERNMENT PROGRAMS, UNDERSTANDING OF HOUSING COMPLIANCE REGULATIONS, AND ACCESS TO PROGRAMS, ACTIVITIES, AND ENJOYMENT OF LIFE AT COVENANT PLACE. TRANSLATION SERVICES ARE ALSO PROVIDED TO NON-ENGLISH SPEAKING RESIDENTS. 14668 310616 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 X 3 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 18 18 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 X MARY S BAKKEN 3144321610 8 MILLSTONE CAMPUS ST LOUIS MO 63146 RICHARD ALPORT BOARD CHAIR 1.00 7.00 X X 0 0 0 BRIAN NEWMAN 1ST VICE CHAIR 1.00 3.00 X X 0 0 0 JAY KWESKIN 2ND VICE CHAIR 1.00 3.00 X X 0 0 0 BARRY SPIEGELGLASS VICE CHAIR BUILDING DEVELOPMENT 1.00 5.00 X X 0 0 0 TODD COHEN TREASURER 1.00 3.00 X X 0 0 0 EDIE JANSSON SECRETARY 1.00 3.00 X X 0 0 0 HOWARD ROSEN IMMEDIATE PAST CHAIR 1.00 3.00 X X 0 0 0 EDDIE CHERRY DIRECTOR 1.00 3.00 X 0 0 0 STEPHEN DAVIS DIRECTOR 1.00 3.00 X 0 0 0 STUART GREENBAUM DIRECTOR 1.00 3.00 X 0 0 0 MICHAEL HAMBURG DIRECTOR 1.00 3.00 X 0 0 0 ADAM HENDIN DIRECTOR 1.00 3.00 X 0 0 0 CHRISTI JOHANINGMEYER DIRECTOR 1.00 3.00 X 0 0 0 AMY LAMPERT DIRECTOR 1.00 3.00 X 0 0 0 ANNA MARIA LEHRKE DIRECTOR 1.00 3.00 X 0 0 0 SUE MATLOF DIRECTOR 1.00 3.00 X 0 0 0 JESSICA MIROWITZ DIRECTOR 1.00 3.00 X 0 0 0 BONNIE SOLOMON DIRECTOR 1.00 3.00 X 0 0 0 JOAN DENISON PRESIDENT AND CEO 15.00 45.00 X 0 276635 18379 NANCY HAWK CHIEF FINANCIAL OFFICER 5.00 35.00 X 0 132385 13779 0 409020 32158 0 0 1 0 0 152072 194074 346146 HOMEMAKER PROGRAM FEES 624100 38090 38090 38090 82095 82095 466331 38090 0 82095 X 198200 198200 79627 79627 16602 16602 141 141 61 61 6228 6228 24787 24787 3946 3946 300 300 24499 24499 243 243 7637 7637 HOMEMAKER EXPENSE 88360 88360 FUNDRAISING EXPENSE 36688 36688 TRANSPORTATION EXPENSE 14668 14668 HEALTH & WELLNESS SVCS. 9388 9388 500 500 511875 310616 164571 36688 200 0 3559320 1739020 83762 80636 4531 4292 489 910 91236 91236 243 0 0 2155108 3648545 3979966 16472 24928 1243518 1335806 1259990 1360734 X 2251703 2536920 136852 82312 2388555 2619232 3648545 3979966 -45544 276221 0 X 0 1 X 1 0 X 295544 409725 287310 313458 346146 1652183 295544 409725 287310 313458 346146 1652183 292275 1359908 10646 7385 74996 104541 82095 279663 1931846 209720 0.70390 0.68500 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 939827 -939827 1132948 -193121 939827 1001675 131273 1132948 91236 91236 0 0 AGENCY FUNDS 1320000 DUE TO/FROM CPF 15806 1335806 742552 276221 276221 466331 0 466331 511875 0 511875 0 511875 1 COVENANT PLACE SENIOR CENTER INC 8 MILLSTONE CAMPUS SUITE 2000 ST LOUIS MO 63146 810697852 501(C)(3) 198200 0 GENERAL SUPPORT 1 0 0 0 0 0 0 0 0 0 JOAN DENISON PRESIDENT AND CEO 0 242565 0 34070 0 0 0 9895 0 8484 0 295014 0 0 PART I, LINE 3 COMMUNITY HOUSING MANAGEMENT CORP, A RELATED ORGANIZATION, USES COMPARATIVE SALARIES AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE TO DETERMINE THE PRESIDENT AND CEO'S COMPENSATION. FORM 990, PART V, LINE 2A: ALL W-2S ARE FILED BY COMMUNITY HOUSING MANAGEMENT CORP, A RELATED ENTITY THAT PERFORMS MANAGEMENT FUNCTIONS FOR COVENANT PLACE FOUNDATION. FORM 990, PART VI, SECTION A, LINE 3 COMMUNITY HOUSING MANAGEMENT CORP. (CHMC) IS A RELATED TAX-EXEMPT ENTITY THAT PROVIDES MANAGEMENT SERVICES FOR COVENANT PLACE FOUNDATION (CPF). CHMC COLLECTS RENTS, PAYS BILLS FROM CPF'S SEPARATE ACCOUNT, AND GENERALLY MANAGES OPERATIONS. CHMC IS ALSO THE COMMON PAYMASTER FOR ALL EMPLOYEES WHO PROVIDE THESE SERVICES TO CPF AND RELATED ENTITIES. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE IS GIVEN THE OPPORTUNITY TO REVIEW A DRAFT OF THE 990 AND MAKES SUGGESTIONS OR APPROVES IT. EITHER THE PRESIDENT AND CEO OR A BOARD OFFICER REVIEWS THE 990 AND SIGNS IT ON BEHALF OF COVENANT PLACE FOUNDATION. THE FULL BOARD IS PROVIDED WITH COPIES OF THE ANNUAL AUDIT REPORT AND FORM 990 FOR REVIEW AT ITS NEXT REGULAR MEETING. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE GIVEN THE CONFLICT OF INTEREST POLICY AT THEIR ANNUAL MEETING AND ALL MEMBERS ARE ASKED TO SIGN AN ANNUAL DISCLOSURE FORM. IF MEMBERS ARE NOT IN ATTENDANCE OR FORGET TO SIGN THE DOCUMENT, FOLLOW-UP EMAILS ARE SENT, AND THEY ARE ASKED TO SIGN AND RETURN THE DISCLOSURE FORM. SENIOR EMPLOYEES ALSO COMPLETE THE CONFLICT OF INTEREST DISCLOSURE ANNUALLY. QUARTERLY AND ANNUAL FINANCIAL STATEMENTS, AND TAX FORMS, ARE DISTRIBUTED TO THE FINANCE COMMITTEE/BOARD WHEN AVAILABLE. FORM 990, PART VI, SECTION B, LINE 15A EACH YEAR, THE BOARD CHAIR AND THE CHAIR (OR A CO-CHAIR) OF THE PERSONNEL COMMITTEE MEET TO EVALUATE THE PRESIDENT AND CEO'S PERFORMANCE. THE CHAIR (OR A CO-CHAIR) OF THE PERSONNEL COMMITTEE ALSO CONSIDERS WHAT OTHER COMPARABLE ENTITIES DO, AS WELL AS A COMPARISON TO THE INITIAL BASELINE COMPENSATION. THE BOARD CHAIR OR THE CHAIR (OR A CO-CHAIR) OF THE PERSONNEL COMMITTEE POLLS THE EXECUTIVE COMMITTEE FOR COMMENTS ON PERFORMANCE AND COMPENSATION. THE PROCESS IS FOR THE BOARD CHAIR TO THEN MEET WITH THE PRESIDENT AND CEO TO DISCUSS PERFORMANCE AND THE COMPENSATION DETERMINED BY THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS PROVIDED UPON WRITTEN REQUEST. FORM 990, PART IX, LINES 5 AND 7: OFFICER COMPENSATION AND SALARIES AND WAGES REPORTED IN THE STATEMENT OF FUNCTIONAL EXPENSES ARE COVENANT PLACE FOUNDATION'S ALLOCABLE SHARE OF SUCH AMOUNTS; ALL SUCH COMPENSATION IS PAID BY COMMUNITY HOUSING MANAGEMENT CORP. COMMUNITY HOUSING MANAGEMENT CORP 8 MILLSTONE CAMPUS SUITE 2000 ST LOUIS MO 63146 431257889 HOUSING MANAGEMENT MO 501(C)(3) LINE 7 N/A 0 COVENANT PLACE SENIOR CENTER INC 8 MILLSTONE CAMPUS SUITE 2000 ST LOUIS MO 63146 810697852 SENIOR SERVICES MO 501(C)(3) LINE 7 COVENANT PLACE FOUNDATION 0 COVENANT PLACE I LLC 8 MILLSTONE CAMPUS DRIVE SUITE 2000 ST LOUIS MO 63146 464820520 AFFORDABLE HOUSING MO N/A 0 0 COVENANT PLACE II LLC 8 MILLSTONE CAMPUS DRIVE SUITE 2000 ST LOUIS MO 63146 464827944 AFFORDABLE HOUSING MO N/A 0 0 COVENANT PLACE III LLC 8 MILLSTONE CAMPUS DRIVE SUITE 2000 ST LOUIS MO 63146 464839675 AFFORDABLE HOUSING MO N/A 0 0 N/A 0 0 COVENANT PLACE I MM LLC 8 MILLSTONE CAMPUS DRIVE SUITE 2000 ST LOUIS MO 63146 472348982 MANAGEMENT OF AFFORDABLE HOUSING MO N/A C 0 COVENANT PLACE II MM LLC 8 MILLSTONE CAMPUS DRIVE SUITE 2000 ST LOUIS MO 63146 810807798 MANAGEMENT OF AFFORDABLE HOUSING MO N/A C 0 COVENANT PLACE III MM LLC 8 MILLSTONE CAMPUS DRIVE SUITE 2000 ST LOUIS MO 63146 853055214 MANAGEMENT OF AFFORDABLE HOUSING DEVELOPMENT MO N/A C 0 0 1 0 1 0 0 0 0 0 0 0 1 1 1 1 1 0 1 0 COVENANT PLACE SENIOR CENTER INC B 198200 CASH