2024-08-09T11:39:12-05:00 2023-09-30 411690382 Malloy Montague Karnowski Radosevich 5353 Wayzata Blvd Ste 410 Minneapolis MN 55416 990 2022-10-01 410693899 Jones-Harrison Residence JONE 6129202030 3700 Cedar Lake Minneapolis MN 55416 Ronald Donacik Campus Administrator 6129202030 2024-08-08 1 0 Victoria L Holinka P00735616 9525450424 2024-08-07 2022 2024-08-08 14:25:15Z Ronald Donacik 3700 Cedar Lake Avenue Minneapolis MN 55416 18126612 0 X https://www.jones-harrison.org/ X 1900 MN Long term care facility providing skilled nursing care and an assisted-living facility. 14 14 370 50 0 0 4520719 454566 16783881 17655114 10306 974 -2529 14822 21312377 18125476 18880 9073 0 0 13273006 12493644 55406 0 0 6673081 8078377 20020373 20581094 1292004 -2455618 13837071 14040682 13651210 16561851 185861 -2521169 X Honoring the full circle of life Jones-Harrison Residence is dedicated to continuing our century-long tradition of offering innovative programs and supportive services to older adults in a loving, gracious setting. 0 1 17027239 9073 17669936 SKILLED NURSING CARE - LONG TERM AND SHORT TERM. LONG-TERM - JONES-HARRISON PROVIDES A PERMANENT HOME FOR RESIDENTS WHO NEED ROUND THE CLOCK NURSING ASSISTANCE. WE ASSESS EACH RESIDENT'S HEALTH, EMOTIONAL AND SPIRITUAL NEEDS, AND PROVIDE THE NECESSARY ASSISTANCE TO ENSURE THE BEST QUALITY OF LIFE IN A SAFE, SECURE ENVIRONMENT. OUR MEMORY CARE FLOOR CONSISTS OF 5 NEIGHBORHOODS WITH BRIGHT MURALS AND UNIQUE ENVIRONMENTS. EACH NEIGHBORHOOD HAS A FAMILY GREATROOM WITH A FUNCTIONING KITCHEN AND ALL MEALS ARE SERVED THERE EVERYDAY. EACH AND EVERY ASPECT GIVES RESIDENTS A FEELING OF COMFORT AND FAMILIARITY, AND MOST OF ALL, A SENSE OF HOME. NURSES ARE STAFFED AROUND THE CLOCK AND THE STRONG RELATIONSHIP BETWEEN OUR NURSING AND THERAPY STAFFS ASSURE OUR DAILY INTERACTIONS ARE IN TUNE WITH THE RESTORATIVE PLAN FOR THE RESIDENT. ASSISTED LIVING - IT'S NOT ONLY THE COMFORTABLE APARTMENTS THAT MAKE ASSISTED LIVING AT JONES-HARRISON SO SPECIAL. WE ALSO PROVIDE MANY OPPORTUNITIES TO ENJOY LIFE, DEEPEN EXISTING FRIENDSHIPS AND GAIN NEW FRIENDSHIPS. THE FOLLOWING SERVICES ARE BROUGHT DIRECTLY TO JONES-HARRISON ASSISTED LIVING RESIDENTS, DRY CLEANING, ON-SITE BEAUTY, BARBER AND GIFT SHOPS, GUEST MEALS, AUDIOLOGIST, OPHTHALMOLOGIST, PODIATRIST, CONSULTING PSYCHOLOGIST, PHYSICIAN VISITS, DENTAL SERVICES AND TRANSPORTATION TO DOCTORS ON TUESDAYS, AND PHARMACY AND LAB SERVICES. WE ALSO PROVIDE DAILY ACTIVITIES AND WEEKLY EVENT OUTINGS FOR OUR RESIDENTS. HOME CARE FOR ASSISTED LIVING RESIDENTS - THE MAJORITY OF OUR RESIDENTS NEED SOME LEVEL OF ASSISTANCE WITH THEIR DAILY NEEDS. THIS MAY INCLUDE MEDICINE SET UP AND ADMINISTRATION, HELP WITH PERSONAL CARE, LAUNDRY, HEALTHCARE AND SUPPORTIVE CARE SERVICES. WE'RE STAFFED DURING OFFICE HOURS WITH AN RN/LPN AND HOME HEALTH AIDES ARE ON DUTY 24 HOURS A DAY. OUR HOMECARE STAFF CARE FOR TENANTS WITH THESE SERVICES. IT ALLOWS SOME TENANTS TO STAY AND LIVE IN THEIR APARTMENTS RATHER THAN HAVING TO MOVE TO A NURSING HOME. ADDITIONALY WE HAVE AN ONSITE WELLNESS CENTER. 17027239 1 1 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 47 0 1 370 1 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MN X Ronald Donacik 6129202030 3700 Cedar Lake Avenue Minneapolis MN 55416 Steven Rice Director 1.00 1.00 X 0 0 0 Lesley Novich Director 1.00 1.00 X 0 0 0 Beth Kilburg Director 1.00 1.00 X 0 0 0 Hampton Rich Director 1.00 1.00 X 0 0 0 Marcia Diracles Director 1.00 1.00 X 0 0 0 Leah Stich Director 1.00 1.00 X 0 0 0 Barb Louis Director 1.00 1.00 X 0 0 0 Susan Hann Director 1.00 1.00 X 0 0 0 Robyn Gray Director 1.00 1.00 X 0 0 0 Jeff Kimpton Director 1.00 1.00 X 0 0 0 Taylor Harwood Director 1.00 1.00 X 0 0 0 Lisa Blevens Director 1.00 1.00 X 0 0 0 Mary Thorpe-Mease Treasurer 1.00 1.00 X X 0 0 0 Michael Olafson Chair 1.00 1.00 X X 0 0 0 Annette Greely CEO 39.00 1.00 X X 163327 0 0 163327 0 0 1 0 1 0 Ebenezer Management Services Inc 7505 Metro Boulevard Ste 100 Edina MN 55439 Management & Payroll Services 869540 Centrex Rehab 8120 Penn Avenue S Suite 480 Bloomington MN 55431 Rehabilitation Services 617193 Euvoia LLC 8362 Tamarack Vlg Ste 119 Woodburry MN 55125 Nursing Agency Staffing 379994 Morris & Company LLP PO Box 200543 Dallas TX 753200543 Tax Services 377567 CliftonLarsonAllen PO Box 776376 Chicago IL 606776376 Financial Services 355581 8 360 51414 402792 454566 Services to residents, net of con 623000 17465552 17465552 Other operating revenue 623000 189562 189562 17655114 1002 1002 14822 0 14822 14822 14822 1108 1136 -28 -28 -28 0 360 0 0 18125476 17669936 0 974 X 9073 9073 140027 140027 10286350 9923071 363279 114888 109342 5546 1171841 1115274 56567 780538 742860 37678 30379 30379 443757 443757 14585 14585 2548323 1948378 599945 49585 49585 93164 38803 54361 123808 27160 96648 710510 676212 34298 6824 6824 41551 3339 38212 497201 473200 24001 641963 610974 30989 184559 184559 Bad debt expense 815562 815562 Dietary supplies and fo 538502 538502 DHS medical care surcha 337800 337800 Nursing supplies 244002 244002 756302 567049 189253 20581094 17027239 3553855 0 753273 2883438 100300 3104252 1550067 188658 6928 38269551 29981210 8648057 8288341 7767 6249 32944 23272 1102120 1182087 13837071 14040682 1786581 3452541 51500 63000 9791970 9430409 46148 48684 191995 1975011 3375222 13651210 16561851 X -256714 -3153756 442575 632587 185861 -2521169 13837071 14040682 -2455618 8622 -260034 0 X X 0 1 X 1 0 X 122044 638678 2689480 4520719 454206 8425127 19009551 17536435 15758005 16811561 17655114 86770666 73713 17847 28116 0 0 119676 19205308 18192960 18475601 21332280 18109320 95315469 0 0 0 95315469 34758 34178 33441 38035 15824 156236 34758 34178 33441 38035 15824 156236 19240066 18227138 18509042 21370315 18125144 95471705 0.99840 0.99820 0.00160 0.00180 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 202232 14315 8861 207686 260387 -46378 11777 202232 1.00000 0 0 988823 988823 28547965 22658921 5889044 8551477 7141003 1410474 181286 181286 0 8288341 Residents funds held in trust 48684 Due from related party 55203 Assets limted as to use 870514 Beneficial interest in charitable remainder trust 207686 1182087 Capital lease 6567 Due to related party 3368655 3375222 X Part IV, Line 2b: THE ESCROW OR CUSTODIAL ACCOUNT LIABILITY IS MADE UP OF RESIDENT TRUST FUNDS AND SECURITY DEPOSITS. THE RESIDENT TRUST FUNDS ARE FUNDS THAT THE RESIDENTS HAVE TO SPEND FOR ACTIVITIES AND OTHER INCIDENTALS. THE SECURITY DEPOSITS ARE DEPOSITS THAT RESIDENTS PUT DOWN TO SECURE THEIR ROOM. Part V, Line 4: Development and expansion of ideals and purpose of Jones-Harrison Residence. Part X, Line 2: The Organization is exempt from taxation as a nonprofit organization in accordance with 501(c)(3) of the Internal Revenue Code (IRC) and comparable state law, and contributions to it are tax deductible within the limitations prescribed by the code. The Organization follows the recognition requirements for uncertain income tax positions as required by the FASB ASC 740-10, Income Taxes. Income tax benefits are recognized for income tax positions taken or expected to be taken in a tax return, only when it is determined that the income tax position will more-likely-than-not be sustained upon examination by taxing authorities. The Organization has analyzed tax positions taken for filing with the Internal Revenue Service and state jurisdiction where it operates. The Organization believes that income tax filing positions will be sustained upon examination and does not anticipate any adjustments that would result in a material adverse effect on the Organization's financial condition, results of operations, or cash flows. Accordingly, the Organization has not recorded any reserves or related accruals for interest and penalties for uncertain income tax positions at September 30, 2023. The Organization is subject to routine audits by taxing jurisdictions; however, there are currently no audits in progress for any open tax periods. 1 Scholarships 7 9073 Part I, Line 2: INTERESTED INDIVIDUALS WHO MEET THE SCHOLARSHIP ELIGIBILITY CRITERIA MUST SUBMIT A COMPLETED SCHOLARSHIP APPLICATION TO HUMAN RESOURCES BEFORE THE START OF THE SEMESTER. SCHOLARSHIP APPLICATIONS WILL BE REVIEWED AND APPROVED BY THE INDIVIDUAL DEPARTMENT MANAGER AND HUMAN RESOURCES. HUMAN RESOURCES WILL BE RESPONSIBLE TO NOTIFY THE EMPLOYEE OF THE STATUS OF THEIR APPLICATION. SCHOLARSHIPS WILL BE PAID DIRECTLY TO THE SCHOOL UPON COMPLETION OF EACH SEMESTER. THE SCHOLARSHIP RECIPIENT MUST PROVIDE HR WITH DOCUMENTS INDICATING COURSE COMPLETION AND GRADES RECEIVED. FAILURE TO ATTAIN AT LEAST A "C OR "PASS" FOR ALL COURSES WILL REQUIRE THE EMPOYEE TO REIMBURSE JONES-HARRISON FOR THE SCHOLARSHIP AWARDED FOR THAT PARTICULAR SEMESTER. JONES-HARRISON RESERVES THE RIGHT TO LIMIT THE AMOUNT OF FINANCIAL ASSISTANCE APPROVED EACH YEAR BASED ON AVAILABLE FUNDING. DECISIONS REGARDING THIS PROGRAM ARE AT THE DISCRETION OF THE MANAGEMENT STAFF. X X X 0 0 0 0 0 0 0 0 0 Annette Greely CEO 140027 0 0 0 23300 0 0 0 0 0 163327 0 0 0 A City of St Louis Park Minneosta 416005519 791748EZ5 2015-08-31 11970000 To refinance Series 2005 Bonds 0 0 0 A 2285000 11970000 417333 3891 239400 11309376 1 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 0 0 0 0 0 0 0 A 1 Form 990, Part III, line 3 Management and employees of Jones-Harrison were transitioned to Ebenezer on 7/1/2023. Form 990, Part VI, Section A, line 1a THERE SHALL BE AN EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS CONSISTING OF THE CHAIR, THE PRESIDENT, THE VICE CHAIR(S), THE SECRETARY, AND THE TREASURER, AND MAY INCLUDE, BY MAJORITY VOTE OF THE BOARD, ADDITIONAL DIRECTORS. THE EXECUTIVE COMMITTEE SHALL HAVE THE AUTHORITY OF THE BOARD IN THE MANAGEMENT OF THE BUSINESS OF THIS CORPORATION IN THE INTERVAL BETWEEN BOARD MEETINGS, AND THE EXECUTIVE COMMITTEE SHALL AT ALL TIMES BE SUBJECT TO THE CONTROL AND DIRECTION OF THE BOARD. THE EXECUTIVE COMMITTEE SHALL HAVE SUCH OTHER DUTIES AS MAY BE PRESCRIBED BY THE BOARD FROM TIME TO TIME. Form 990, Part VI, Section B, line 11b ADMINISTRATOR AND EBENEZER MANAGEMENT WILL REVIEW THE FORM 990 AND A COPY IS PROVIDED TO THE GOVERNING BODY PRIOR TO FILING WITH THE IRS. Form 990, Part VI, Section B, line 12c EACH INTERESTED PERSON OF JONES-HARRISON RESIDENCE SHALL, ANNUALLY, EXECUTE A STATEMENT AFFIRMING HIS OR HER RECEIPT OF, READING OF, UNDERSTANDING OF, AND AGREEMENT WITH THIS CONFLICT OF INTEREST PROVISION AND ALL POLICIES ADOPTED BY JONES-HARRISON RESIDENCE REGARDING CONFLICT OF INTEREST, AND HIS OR HER UNDERSTANDING THAT JONES-HARRISON RESIDENCE IS A CHARITABLE ORGANIZATION WHICH AT ALL TIMES MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX EXEMPT PURPOSES IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION. FOR PURPOSES OF THIS PROVISION, A PERSON SHALL BE DEEMED TO BE AN INTERESTED PERSON IF THE PERSON IS A DIRECTOR, OFFICER, KEY EMPLOYEE, OR MEMBER OF A COMMITTEE OF JONES-HARRISON RESIDENCE. AN INTERESTED PERSON SHALL BE DEEMED TO BE "INTERESTED" IN A MATTER, CONTRACT, TRANSACTION OR OTHER ACTION OF JONES-HARRISON RESIDENCE IF HE OR SHE IS INVOLVED IN THE MATTER OR IS THE PARTY (OR ONE OF THE PARTIES) PROPOSING TO CONTRACT OR OTHERWISE RELATE TO JONES-HARRISON RESIDENCE, OR IS A SHAREHOLDER, PARTNER, EMPLOYEE, OFFICER, OR DIRECTOR OF, OR HAS A MATERIAL FINANCIAL OR INFLUENTIAL INTEREST IN, EITHER DIRECTLY OR INDIRECTLY AND EITHER ACTUAL OR POTENTIAL, THROUGH BUSINESS, INVESTMENT OR FAMILY, OR HAS AN ACTUAL OR POTENTIAL COMPENSATION ARRANGEMENT (INCLUDING DIRECT AND INDIRECT REMUNERATION AS WELL AS GIFTS OR FAVORS WHICH ARE NOT INSUBSTANTIAL) WITH, THE ENTITY PROPOSING TO CONTRACT OR OTHERWISE RELATE TO JONES-HARRISON RESIDENCE. ANY INTERESTED PERSON WHO IS INTERESTED IN A MATTER, CONTRACT, TRANSACTION OR OTHER ACTION PRESENTED TO THE BOARD OR A COMMITTEE FOR ACTION, AUTHORIZATION, APPROVAL, OR RATIFICATION SHALL, WITHOUT REQUEST, MAKE A PROMPT, FULL, AND FRANK DISCLOSURE OF HIS OR HER INTEREST THEREIN TO THE BOARD OR THE COMMITTEE, PRIOR TO ACTION UPON THE MATTER, CONTRACT, TRANSACTION, OR OTHER ACTION. THE DISCLOSURE (IF REQUIRED) SHALL INCLUDE ALL MATERIAL FACTS ABOUT THE MATTER, CONTRACT, OR TRANSACTION. THE INTERESTED PERSON SHALL THEN REMOVE HIMSELF OR HERSELF FROM THE MEETING ROOM OR FROM THE COMMUNICATION MEANS BY WHICH THE MEETING IS BEING HELD. THE BODY TO WHICH THE DISCLOSURE IS MADE SHALL THEREUPON DETERMINE, BY MAJORITY VOTE, WHETHER THE DISCLOSURE SHOWS THAT A CONFLICT OF INTEREST EXISTS OR CAN REASONABLY BE DEEMED TO EXIST. IF THE BODY TO WHICH THE DISCLOSURE IS MADE DETERMINES THAT A CONFLICT EXISTS OR CAN REASONABLY BE DEEMED TO EXIST, THAT FACT SHALL BE NOTED IN THE MINUTES OF THE MEETING AT WHICH THE MATTER, CONTRACT, OR TRANSACTION IS CONSIDERED OR ACTED UPON, AND THE INTERESTED PERSON SHALL NOT VOTE ON, NOR USE HIS OR HER PERSONAL INFLUENCE ON, NOR PARTICIPATE FURTHER (OTHER THAN TO PRESENT FACTUAL INFORMATION OR TO RESPOND TO QUESTIONS) IN, THE DISCUSSION OR DELIBERATIONS WITH RESPECT TO THE MATTER, CONTRACT, TRANSACTION OR OTHER ACTION. THE INTERESTED PERSON SHALL NOT BE COUNTED IN DETERMINING THE PRESENCE OF A QUORUM AT ANY MEETING WHERE THE MATTER, CONTRACT, TRANSACTION, OR OTHER ACTION IS CONSIDERED OR ACTED UPON. Form 990, Part VI, Section B, line 15a THE CEO'S COMPENSATION IS REVIEWED BY THE EXECUTIVE COMMITTEE OF THE BOARD. WAGE SCALES FOR ALL CLASSIFICATIONS OF EMPLOYEES ARE DETERMINED BASED ON THE AGING WITH SERVICES ANNUAL SURVEY OF NON-PROFITS IN THEIR MEMBERSHIP. JONES-HARRISON TARGETS THE 75TH PERCENTILE OF FREESTANDING, UNATTACHED TO A HOSPITAL, NON-PROFIT, LARGE NURSING HOME AND ASSISTED LIVING CRITERIA. THE CEO'S COMPENSATION WAS REVIEWED IN 2021 AND 2022. THE CEO POSITION WAS TERMINATED AND MANAGEMENT OF THE ORGANIZATION WAS TRANSITIONED TO EBENEZER IN FISCAL YEAR 2023. Form 990, Part VI, Section C, line 19 Financial statements, conflict of interest policy, and governing documents are available upon request for the same period of disclosure as set forth in section 6104(D). Form 990, Part IX, line 11g Nursing purchased services: Program service expenses 857,209. Management and general expenses 0. Fundraising expenses 0. Total expenses 857,209. Homecare purchased services: Program service expenses 45,191. Management and general expenses 0. Fundraising expenses 0. Total expenses 45,191. Pharmacy and therapy purchased services: Program service expenses 732,810. Management and general expenses 0. Fundraising expenses 0. Total expenses 732,810. Activities and social services purchased services: Program service expenses 62,246. Management and general expenses 0. Fundraising expenses 0. Total expenses 62,246. Dietary purchased services: Program service expenses 99,991. Management and general expenses 0. Fundraising expenses 0. Total expenses 99,991. Housekeeping purchased services: Program service expenses 70,226. Management and general expenses 0. Fundraising expenses 0. Total expenses 70,226. Maintenance purchased services: Program service expenses 80,705. Management and general expenses 0. Fundraising expenses 0. Total expenses 80,705. HR professional fees: Program service expenses 0. Management and general expenses 228,223. Fundraising expenses 0. Total expenses 228,223. Other purchased services: Program service expenses 0. Management and general expenses 371,722. Fundraising expenses 0. Total expenses 371,722. Part XII, line 2c No changes to oversight process or selection process during the tax year. Jones-Harrison Foundation 3700 Cedar Lake Avenue Minneapolis MN 55416 363414818 Foundation that supports Jones-Harrison Residence MN 501(c)(3) Line 12a, I Jones-Harrison Residence 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 Jones-Harrison Foundation Q 1508899 Net change in receivable/payable