2026-08-17T08:36:00-05:00 2025-09-30 393647910 WIPFLI ADVISORY LLC 1502 LONDON ROAD SUITE 220 DULUTH MN 55812 990 2024-10-01 410706100 AFTENRO SOCIETY AFTE 2187286600 510 WEST COLLEGE STREET DULUTH MN 55811 ERIC EVERSON ADMINISTRATOR 2187286600 2026-08-14 1 1 MICHAEL J PETERSON CPA P01833529 2187224705 2026-08-14 2024 2025-03-06 01:10:19Z AFTENRO HOME ERIC EVERSON 510 WEST COLLEGE STREET DULUTH MN 55811 6957670 0 X WWW.AFTENRO.ORG X 1920 MN PROVIDE HEALTH AND SUPPORTIVE CARE TO ELDERLY WHO ARE UNABLE TO LIVE INDEPENDENTLY AND REQUIRE THE AVAILABILITY OF PROFESSIONAL NURSING CARE 24 HOURS PER DAY. 11 11 158 13 0 0 230095 1177819 4784727 5748176 -9216 3384 12671 28291 5018277 6957670 0 17018 0 0 3205519 3783613 0 0 0 1673150 1809627 4878669 5610258 139608 1347412 4060655 5636523 2937276 3224805 1123379 2411718 AFTENRO IS COMMITTED TO ENHANCING THE QUALITY OF LIFE AND INDEPENDENCE OF ITS RESIDENTS IN A HOMELIKE ATMOSPHERE THROUGH PROFESSIONAL NURSING AND SUPPORTIVE SERVICES. 0 0 4796679 17018 5748176 NURSING HOME/BOARD AND CARE FACILITY WHICH PROVIDES SERVICES FOR THE ELDERLY. 0 0 0 LIFE ENRICHMENT PROGRAM WHICH INCLUDES ART CLASS, DRUMMING GROUP, QIGONG, MINDFULNESS GROUP, INTERGENERATIONAL PROGRAMMING, COMMUNITY EVENTS AND OUTINGS. 0 0 0 WELLNESS PROGRAM TO SUPPORT RESIDENTS IN MAINTAINING PHYSICAL FUNCTIONING AND A HEALTHY LIFESTYLE. 4796679 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 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 0 0 0 0 0 0 1 2 0 158 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 1 0 0 MN X ERIC EVERSON 2187286600 510 WEST COLLEGE STREET DULUTH MN 55811 JOHN STRANGE PRESIDENT 1.00 X X 0 0 0 BARBARA SHEEDY PRESIDENT-PAST (THRU JAN 2025) 1.00 X X 0 0 0 VINCE MAGNUSON PRESIDENT-PAST 1.00 X X 0 0 0 MARK DANIELSON VICE PRESIDENT (THRU JAN 2025) 1.00 X X 0 0 0 JENNIFER SCHULTZ VICE PRESIDENT 1.00 X X 0 0 0 MARY DONTJE TREASURER 1.00 X X 0 0 0 LORI HUSKA SECRETARY (THRU JAN 2025) 1.00 X X 0 0 0 MARY MCCLERNON SECRETARY 1.00 X X 0 0 0 DEBORA ALMIRALL BOARD MEMBER 1.00 X 0 0 0 MARK BOYCE MEMBER/MEDICAL DIR (THRU JAN 2025) 1.00 X 0 0 0 LINDA DENEEN BOARD MEMBER 1.00 X 0 0 0 KURT FARCHMIN BOARD MEMBER/MEDICAL DIRECTOR 1.00 X 0 0 0 DIANE KOLQUIST BOARD MEMBER 1.00 X 0 0 0 DEKE MELONE BOARD MEMBER 1.00 X 0 0 0 JIM STARR BOARD MEMBER 1.00 X 0 0 0 AMY PORTER ADMIN (THRU FEB 2025) 40.00 X 103710 0 8928 SHEILA GAST ASST ADMIN/FIN MNGR(THRU APR 2025) 40.00 X 80384 0 19784 ERIC EVERSON ADMINISTRATOR 40.00 X 0 0 0 CONNOR DOPPLER ASST ADMINISTRATOR 40.00 X 0 0 0 184094 0 28712 1 0 0 0 0 1083930 93889 1177819 RESIDENTIAL RENTAL REV 623000 5748176 5748176 5748176 3384 3384 28291 28291 28291 6957670 5748176 0 31675 17018 17018 240999 240999 3110048 2858790 251258 22285 22285 129414 123640 5774 280867 280867 3452 3452 58386 58386 399212 303407 95805 211 211 217885 162863 55022 45190 45190 153391 135763 17628 23529 2154 21375 25025 19461 5564 60629 60629 231003 231003 64800 64800 FOOD EXPENSE 244954 244954 COVID-IRS CREDIT COMMIS 216786 216786 EQUIPMENT EXPENSE 41020 20281 20739 DUES & SUBSCRIPTIONS 10308 2026 8282 13846 7047 6799 5610258 4796679 813579 0 176931 222116 1065726 2647529 1217807 1135394 18535 26900 7483008 5878424 1581656 1604584 4060655 5636523 249736 664993 328856 328856 2212636 2163256 22427 67700 123621 0 2937276 3224805 X 923379 2211718 200000 200000 1123379 2411718 4060655 5636523 1347412 -59073 0 X X 0 0 0 X 594394 289906 230095 336482 1177819 2628696 3789189 4007377 4784727 3920275 5748176 22249744 4383583 4297283 5014822 4256757 6925995 24878440 0 1261348 1207500 785077 1619232 167855 5041012 1261348 1207500 785077 1619232 167855 5041012 19837428 12055 3783 6421 4232 3384 29875 12055 3783 6421 4232 3384 29875 6372 4915 12671 4950 28291 57199 4402010 4305981 5033914 4265939 6957670 24965514 0.79460 0.71800 0.00120 0.00150 X PART III, SHORT YEAR EXPLANATION: 2023 WAS A SHORT YEAR ENDING SEPTEMBER 30, 2024. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 3291 3291 6357604 5077553 1280051 929153 654230 274923 192960 146641 46319 1604584 PART IV, LINE 2B: AFTENRO IS THE TRUSTEE OF VARIOUS RESIDENT FUNDS AND HAS FIDUCIARY RESPONSIBILITY FOR THE ADMINISTRATION AND DISTRIBUTION OF THESE FUNDS FOR THE RESIDENTS. 0 SCHOLARSHIPS 5 17018 A HOUSING AND REDEVELOPMENT AUTHORITY OF DULUTH MN 416006975 NONEAVAIL 2020-11-02 2620000 REFINANCE 6/15/06 TAX-EXEMPT BOND 0 0 0 A 456744 2620000 2315878 52400 251722 2020 1 0 1 0 A 0 0 0 0 0 0 0 A 0 1 0 0 0 0 0 0 0 A 0 SCHEDULE K, PART IV, LINE 2A: THE ORGANIZATION IS ONLY REQUIRED TO CALCULATE REBATE IF THE BOND IS DETERMINED TO BE IN ARBITRAGE WITHIN 30 DAYS OF THE CLOSE OF EACH 5TH BOND YEAR AND UPON PAYMENT IN FULL. SCHEDULE K, PART IV, LINE 7: IN THE INITIAL BOND DOCUMENTS AGREED UPON THE ORGANIZATION ACKNOWLEDGES THAT IT WILL BE REQUIRED TO USE THE PROCEEDS IN A MANNER CONSISTENT TO AVOID BECOMING ARBITRAGE BOND AS DEFINED BY SECTION 148. THE ORGANIZATION HAS USED THE PROCEEDS ONLY FOR THE INTENDED PURPOSE. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE. A FULL COPY IS SENT TO THE ENTIRE BOARD PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. THE BOARD REVIEWS AND ENTIRE COPY OF THE RETURN IN THE BOARD MEETING FOLLOWING THE FILING OF THE FORM. FORM 990, PART VI, SECTION B, LINE 12C ALL MEMBERS OF THE BOARD OF DIRECTORS, EXECUTIVE DIRECTOR/ADMINISTRATOR, DIRECTOR OF NURSING, AND MEDICAL DIRECTORS ARE INCLUDED IN THE CONFLICT OF INTEREST POLICY. IT SHALL BE THE CONTINUING RESPONSIBILITY OF THE BOARD, OFFICERS AND MANAGEMENT EMPLOYEES TO SCRUTINIZE THEIR TRANSACTIONS AND OUTSIDE BUSINESS INTERESTS AND RELATIONSHIPS FOR POTENTIAL CONFLICTS AND TO IMMEDIATELY MAKE SUCH DISCLOSURE. DISCLOSURE IN THE ORGANIZATION SHOULD BE MADE TO THE EXECUTIVE DIRECTOR/ADMINISTRATOR (OR IF SHE OR HE IS THE ONE WITH THE CONFLICT, THEN TO THE BOARD CHAIR), WHO SHALL BRING THE MATTER TO THE ATTENTION OF THE BOARD. DISCLOSURE INVOLVING DIRECTORS SHOULD BE MADE TO THE BOARD PRESIDENT, (OR IF SHE OR HE IS THE ONE WITH THE CONFLICT, THEN TO THE BOARD VICE-PRESIDENT) WHO SHALL BRING THESE MATTERS TO THE BOARD. FORM 990, PART VI, SECTION B, LINE 15A THE ORGANIZATION DOES AN INDEPENDENT REVIEW AND APPROVAL OF THE ADMINISTRATOR'S COMPENSATION. 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. FORM 990, PART XII, LINE 2C: THE ORGANIZATION'S FINANCIAL STATEMENTS WERE UNDERGOING AN AUDIT DURING THE TIME OF FILING THE 2024 TAX RETURN FOR YEAR ENDING SEPTEMBER 30, 2025.