2026-08-31T08:59:51-05:00 2025-12-31 471019942 CREATIVE PLANNING TAX LLC 220 PARK AVE S ST CLOUD MN 56301 990 2025-01-01 363354189 EAST EDINA HOUSING FOUNDATION EAST 9528260462 4801 W 50TH ST EDINA MN 55424 ANN SWENSON PRESIDENT 9528260462 2026-08-04 1 MARIE A PRIMUS P01272184 3202517010 2026-08-04 2025 ANN SWENSON 4801 W 50TH ST EDINA MN 55424 219042 0 X WWW.COMEHOME2EDINA.ORG X 1982 MN TO PROVIDE LOW AND MODERATE INCOME HOUSEHOLDS WITH A FINANCING TOOL SO THEY CAN ACQUIRE HOUSING. 5 5 0 5 0 0 0 0 359464 145607 134111 60925 0 0 493575 206532 32000 32000 0 0 0 0 0 0 0 59067 34277 91067 66277 402508 140255 12825898 12278364 9449 13846 12816449 12264518 X TO ENGAGE IN AND CONDUCT CHARITABLE ACTIVITIES EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM THE FUNCTION OF AND TO ASSIST IN CARRYING OUT THE CHARITABLE PURPOSES OF THE CITY OF EDINA AND THE HRA: TO PROVIDE IN THE EEHF NEIGHBORHOOD, MODEST COST HOUSING FOR PERSONS OF LOW AND MODERATE INCOME AND IN CONNECTION THEREWITH,1. PROMOTE AND UNDERTAKE COMMUNITY DEVELOPMENT ACTIVITIES ON A NON-PROFIT BASIS WITHIN THE EEHF NEIGHBORHOOD.2. PROVIDE ASSISTANCE TO NON-PROFIT OR NOT-FOR-PROFIT DEVELOPERS OR SPONSORS OF LOW OR MODERATE-INCOME HOUSING, INCLUDING HOUSING FOR THE ELDERLY UNDER SECTION 202 OF THE NATIONAL HOUSING ACT OF 1959, WITHIN THE NEIGHBORHOOD AREA.3. RECEIVE BLOCK GRANTS OR SIMILAR FUNDS FROM THE CITY, OR OTHER GOVERNMENTAL AGENCIES OR SUBDIVISIONS, INCLUDING THE AUTHORITY, AND TO PUT TO PRODUCTIVE USE ALL OF SUCH FUNDS EXCLUSIVELY FOR THE AFOREMENTIONED PURPOSES. 0 0 62777 32000 145607 THE COME HOME TO EDINA PROGRAM PROVIDES DOWNPAYMENT MORTGAGE ASSISTANCE THAT IS SUBORDINATE TO A FIRST MORTGAGE. IN 2025 WE CLOSED ON 4 LOANS (MORTGAGES) TOTALING $183,625. THESE LOANS HELP MAKE HOME OWNERSHIP POSSIBLE FOR THESE 4 BORROWERS. 4040 WEST 70TH LAND REDEVELOPMENT - THIS PROPERTY HAS BEEN FULLY REDEVELOPED INTO A 188 UNIT AGE RESTRICTED AFFORDABLE APARTMENTS BUILDING. THE LAND IS OWNED BY THE EDINA HOUSING FOUNDATION WHO ENTERED INTO A GROUND LEASE WITH THE BUILDING OWNER. 62777 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 1 0 0 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 5 5 0 1 0 0 0 1 0 1 0 1 0 1 1 1 1 0 0 0 0 0 MN X STEPHANIE HAWKINSON 9528339578 4801 W 50TH ST EDINA MN 55424 X ANN SWENSON PRESIDENT 4.00 X X 0 0 0 BERNADETTE HORNING VICE PRESIDENT 4.00 X X 0 0 0 MARY KAY MCNEE VICE PRESIDENT 4.00 X X 0 0 0 JERRY GILLIGAN SECRETARY 4.00 X X 0 0 0 JEFF HUGGETT TREASURER 4.00 X X 0 0 0 0 0 0 0 0 0 0 0 INTEREST FROM MORTGAGE 523000 145607 145607 145607 73435 73435 12510 -12510 -12510 -12510 206532 145607 0 60925 32000 32000 18176 18176 3500 3500 4 4 5298 5298 5217 5217 BAD DEBT 1827 1827 255 255 66277 62777 3500 0 737251 834061 245000 245000 5424630 5304715 889331 353174 5529686 5541414 12825898 12278364 9449 9887 0 3959 9449 13846 X 12816449 12264518 12816449 12264518 12825898 12278364 140255 -692186 0 X 0 0 0 X X X 2 CITY OF EDINA MINNESOTA 416005118 6 1 0 0 HOUSING AND REDEVELOPMENT AUTHORITY OF EDINA MINNESOTA 416005118 6 1 0 0 2 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 PART IV, SECTION B, LINE 2: THE ORGANIZATION OPERATED FOR THE BENEFIT OF THE CITY OF EDINA AND THE HOUSING AND REDEVELOPMENT AUTHORITY OF EDINA, MINNESOTA. THE ACTIVITIES CARRY OUT THE PURPOSE OF THE CONTROLLING SUPPORTED ORGANIZATIONS. 0 ACCRUED INTEREST RECEIVABLE FROM MORTGAGE NOTES 848253 LONG-TERM LOAN RECEIVABLE 750000 PROPERTY HELD FOR DEVELOPMENT 3943161 5541414 ACCRUED INTEREST FROM INVESTMENTS 3959 3959 0 SENIOR COMMUNITY SERVICES 10201 WAYZATA BLVD SUITE 335 MINNETONKA MN 55305 410720473 501(C)(3) 32000 0 SUPPPORT HOME PROGRAM 1 0 PART I, LINE 2: SENIOR COMMUNITY SERVICES PROVIDES ANNUAL FINANCIAL STATEMENTS, INCLUDING AN EXPLANATION OF WHAT OUR GRANT FUNDS HELPED PROVIDE THROUGHOUT THE YEAR. FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION DELEGATES MANAGEMENT DUTIES TO THE CITY OF EDINA. THE CITY OF EDINA ASSISTS THE TREASURER IN THE PERFORMANCE OF DUTIES, EDINA SHALL ALSO ARRANGE FOR THE RECORDS AND BOOKS TO BE AUDITED BY AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTING FIRM EVERY THREE YEARS AND EDINA SHALL ARRANGE FOR THE PREPARATION OF INCOME TAX RETURNS AND ANY OTHER REPORTS. FORM 990, PART VI, SECTION A, LINE 7A THERE SHALL BE TWO CLASSES OF DIRECTORS, NAMELY, TWO (2) CITY-APPOINTED DIRECTORS BY THE CITY OF EDINA AND THREE (3) AUTHORITY-APPOINTED DIRECTORS BY THE HOUSING AND REDEVELOPMENT AUTHORITY OF EDINA, MINNESOTA. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES THAT HAVE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE ORGANIZATION'S INDEPENDENT PUBLIC ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY MANAGEMENT. ONCE THE DRAFT IS AVAILABLE, BOARD MEMBERS RECEIVE A COPY OF THE FORM 990 BEFORE THE MEETING AND HAVE AN OPPORTUNITY DURING THE MEETING FOR QUESTIONS AND/OR DISCUSSION. THE FORM 990 WILL BE PRESENTED TO THE BOARD OF DIRECTORS BEFORE FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C EACH BOARD MEMBER HAS A SIGNED CONFLICT OF INTEREST STATEMENT HELD BY THE ORGANIZATION. THE POTENTIAL CONFLICTS ARE REVIEWED AT THE BOARD LEVEL. THERE HAVE NOT BEEN ANY CONFLICTS OF INTEREST. THE BOARD WOULD REVIEW CONFLICTS IF THEY ARISE. THE BOARD PRESIDENT WORKS FOR A RESIDENTIAL DEVELOPMENT COMPANY THAT CANNOT COMPETE ON REQUESTS FOR PROPOSALS WHEN LAND IS AVAILABLE. ANOTHER BOARD MEMBER IS A LOAN OFFICER WHO HAS SOMEONE ELSE UNDERWRITE LOANS IN WHICH SHE'S DIRECTLY INVOLVED. 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 FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). CITY OF EDINA 4801 WEST 50TH STREET EDINA MN 55424 416005118 CITY MN GOV N/A 0 HOUSING AND REDEVELOPMENT AUTHORITY OF EDINA MINNESOTA 4801 WEST 50TH STREET EDINA MN 55424 416005118 HOUSING MN GOV N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0