2025-10-27T15:58:21-05:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 121 WEST BRIDGE STREET OWATONNA MN 55060 990 2024-01-01 411667830 ROBBINSDALE SENIOR HOUSING INC ROBB 6517664300 3530 LEXINGTON AVENUE NORTH SHOREVIEW MN 55126 SHELLEY KENDRICK PRESIDENT & CEO 6517664300 2025-10-24 1 0 JUSTIN HARTERT P02236744 5074467100 2025-10-22 2024 2025-03-06 01:10:19Z LILAC PARKWAY APARTMENTS SHELLEY KENDRICK 3530 LEXINGTON AVENUE NORTH SHOREVIEW MN 55126 632947 0 X WWW.ECUMEN.ORG X 1990 MN PROVIDE AFFORDABLE HOUSING TO LOW-INCOME QUALIFIED SENIOR CITIZENS, AGES 62 AND OLDER. 4 0 0 0 0 0 0 0 585224 625597 378 460 5121 6890 590723 632947 0 0 0 0 108363 103783 0 0 0 620609 615168 728972 718951 -138249 -86004 1169261 997782 2075326 1989851 -906065 -992069 ROBBINSDALE SENIOR HOUSING, INC., DBA LILAC PARKWAY APARTMENTS, PROVIDES AFFORDABLE HOUSING TO LOW-INCOME QUALIFIED SENIOR CITIZENS, AGES 62 AND OLDER, THROUGH THE HUD-SPONSORED PROGRAM. 0 0 548930 0 625597 ROBBINSDALE SENIOR HOUSING, INC., DBA LILAC PARKWAY APARTMENTS, OPERATES A 65 UNIT HOUSING COMPLEX IN ROBBINSDALE, MN, TO PROVIDE AFFORDABLE HOUSING TO LOW-INCOME QUALIFIED SENIOR CITIZENS, AGES 62 AND OLDER, THROUGH THE HUD-SPONSORED PROGRAM. 548930 1 0 0 0 0 0 0 0 1 0 1 0 0 0 1 1 1 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 5 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 4 0 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 MN X SHELLEY KENDRICK 6517664300 3530 LEXINGTON AVENUE NORTH SHOREVIEW MN 55126 SHELLEY KENDRICK PRESIDENT & CEO 0.10 39.90 X X 0 504771 41871 BRETT ANDERSON THRU 72024 BOARD OF TRUSTEE 0.10 39.90 X 0 230734 40531 SCOTT BJERKETVEDT THRU 92024 SECRETARY AND TRESURER 0.10 39.90 X X 0 211350 41132 MELLANIE SULLIVAN BOARD OF TRUSTEE 0.10 39.90 X 0 318975 15879 EMILY LAXDAL SOMMER ASSISTANY SECRETARY 0.10 39.90 X X 0 66281 35638 SUSAN SCHUH SECRETARY AND TRESURER 0.10 39.90 X X 0 152968 13492 DOUGLAS HARRISON INTERIM SR VP/CFO 0.10 39.90 X 0 147936 0 ANGELICA ANDERSON VP- COMMUNICATIONS MKTG AND ADVOCACY 0.10 39.90 X 0 180206 30264 0 1813221 218807 0 0 1 0 0 RENT REVENUE 623000 622650 622650 TENANT CHARGES 623000 2947 2947 625597 460 460 LAUNDRY REVENUE 900099 6890 6890 6890 632947 625597 0 7350 91259 30711 60548 5137 1845 3292 485 87 398 6902 2358 4544 56074 56074 10815 10815 59065 55401 3664 212 212 11866 10679 1187 8287 7608 679 259601 234098 25503 876 859 17 182 182 66557 66557 117676 117676 20253 20253 MINOR EQUIPMENT 2146 2146 RESIDENT CARE SUPPLIES 778 778 BAD DEBT 334 334 MEMBERSHIP DUES 250 250 196 20 176 718951 548930 170021 0 5074 240024 186426 566 9812 7668 3116213 2339810 894079 776403 24780 22211 1169261 997782 32270 33042 1260 17862 18930 1826215 1756589 198979 180030 2075326 1989851 X -906065 -992069 -906065 -992069 1169261 997782 -86004 0 X X 0 1 X 1 0 X 566802 575349 582861 585224 625597 2935833 566802 575349 582861 585224 625597 2935833 0 289168 290008 296498 297886 315476 1489036 289168 290008 296498 297886 315476 1489036 1446797 95 32 41 378 460 1006 95 32 41 378 460 1006 9476 7272 5762 5121 6890 34521 576373 582653 588664 590723 632947 2971360 0.48690 0.48570 0.00030 0.00030 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: LAUNDRY REVENUE - 2020 AMOUNT: $ 7,220. 2021 AMOUNT: $ 7,272. 2022 AMOUNT: $ 5,662. 2023 AMOUNT: $ 5,086. 2024 AMOUNT: $ 6,890. MISCELLANEOUS INCOME - 2020 AMOUNT: $ 2,256. 2022 AMOUNT: $ 100. 2023 AMOUNT: $ 35. 0 1 X 6786 6786 2874970 2120417 754553 93964 79970 13994 140493 139423 1070 776403 DUE TO RELATED PARTY 176682 OPERATING LEASE PAYABLE 3348 180030 X 632947 0 632947 0 632947 718951 0 718951 0 718951 PART IV, LINE 2B: ROBBINSDALE SENIOR HOUSING INC., DBA LILAC PARKWAY APARTMENTS, HOLDS SECURITY DEPOSIT AMOUNTS RECEIVED BY TENANTS UPON MOVE-IN. THE TENANT DEPOSITS ARE MAINTAINED IN AN INTEREST-BEARING ACCOUNT SEPARATE FROM (INSERT HUD NAME) OPERATING ACCOUNT. WITHDRAWALS ARE RESTRICTED TO THE REIMBURSEMENTS OF DEPOSIT AMOUNT. PART X, LINE 2: THE INTERNAL REVENUE SERVICE (IRS) HAS DETERMINED THAT THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND APPLICABLE STATE STATUTES; ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE FINANCIAL STATEMENTS. THE ORGANIZATION FOLLOWS THE ACCOUNTING STANDARDS FOR CONTINGENCIES IN EVALUATING UNCERTAIN TAX POSITIONS. THE ORGANIZATION FILES INFORMATION RETURNS AS A TAX-EXEMPT ORGANIZATION. SHOULD THAT STATUS BE CHALLENGED IN THE FUTURE, ALL YEARS SINCE INCEPTION COULD BE SUBJECT TO REVIEW BY THE IRS. 0 0 0 0 0 0 0 0 0 SHELLEY KENDRICK PRESIDENT & CEO 0 457857 0 43350 0 3564 0 15560 0 26311 0 546642 0 0 MELLANIE SULLIVAN BOARD OF TRUSTEE 0 315622 0 0 0 3353 0 14460 0 1419 0 334854 0 0 BRETT ANDERSON THRU 72024 BOARD OF TRUSTEE 0 229912 0 0 0 822 0 14273 0 26258 0 271265 0 0 SCOTT BJERKETVEDT THRU 92024 SECRETARY AND TRESURER 0 210850 0 0 0 500 0 13145 0 27987 0 252482 0 0 ANGELICA ANDERSON VP- COMMUNICATIONS MKTG AND ADVOCACY 0 179581 0 0 0 625 0 9679 0 20585 0 210470 0 0 SUSAN SCHUH SECRETARY AND TRESURER 0 152024 0 0 0 944 0 9319 0 4173 0 166460 0 0 PART I, LINE 3 THE COMPENSATION OF THE PRESIDENT & CEO IS DETERMINED BY ECUMEN, THE SOLE MEMBER. THE FOLLOWING WERE USED BY ECUMEN TO DETERMINE THE PRESIDENT & CEO'S COMPENSATION: 1. COMPENSATION COMMITTEE 2. INDEPENDENT COMPENSATION CONSULTANT 3. COMPENSATION SURVEY OR STUDY 4. APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE FORM 990, PART VI, SECTION A, LINE 3 ROBBINSDALE SENIOR HOUSING, INC.'S PARENT ORGANIZATION, ECUMEN, MANAGES THE RENTAL PROPERTY OF ROBBINSDALE SENIOR HOUSING, INC. AND PERFORMS VARIOUS OTHER FUNCTIONS ON ROBBINSDALE SENIOR HOUSING, INC.'S BEHALF. FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER IS ECUMEN (EIN: 41-0711588), A MINNESOTA 501(C)(3) NON PROFIT OGRANIZATION AFFILIATED WITH THE EVANGELICAL LUTHERAN CHURCH IN AMERICA. FORM 990, PART VI, SECTION A, LINE 7A EACH MEMBER OF THE BOARD OF DIRECTORS IS ELECTED BY THE BOARD OF TRUSTEES OF ECUMEN, THE SOLE MEMBER. FORM 990, PART VI, SECTION A, LINE 7B ECUMEN, THE SOLE MEMBER, MUST APPROVE ANY OF THE FOLLOWING: (A) ALL AMENDMENTS TO THE ARTICLES OF INCORPORATION AND BYLAWS OF THIS CORPORATION; (B) ALL CAPITAL BUDGETS OF THIS CORPORATION AND ALL CORPORATIONS, PARTNERSHIPS, AND OTHER LEGAL ENTITIES DIRECTLY OR INDIRECTLY CONTROLLED BY THE CORPORATION, AND ALL MAJOR CAPITAL EXPENDITURES BEFORE FUNDS ARE EXPENDED THEREFORE (FOR THESE PURPOSES A MAJOR CAPITAL EXPENDITURE SHALL BE DEFINED BY THE SOLE MEMBER'S BYLAWS THEN IN EFFECT); (C) ALL OPERATING BUDGETS OF THIS CORPORATION AND ALL CORPORATIONS, PARTNERSHIPS, AND OTHER LEGAL ENTITIES DIRECTLY OR INDIRECTLY CONTROLLED BY THIS CORPORATION, BEFORE AUTHORIZED EXPENDITURES MAY BE MADE THEREFROM; (D) STRATEGIC PLANS OF THIS CORPORATION AND ALL CORPORATIONS, PARTNERSHIPS, AND OTHER LEGAL ENTITIES DIRECTLY OR INDIRECTLY CONTROLLED BY THIS CORPORATION; (E) THE INCURRING OF ANY LONG TERM DEBT OF THIS CORPORATION AND ALL CORPORATIONS, PARTNERSHIPS, AND OTHER LEGAL ENTITIES DIRECTLY OR INDIRECTLY CONTROLLED BY THIS CORPORATION, OTHER THAN INTRA-SYSTEM OR REFINANCING DEBT; (F) ALL HUMAN RESOURCES AND BENEFITS POLICIES OF THIS CORPORATION; (G) ANY MAJOR RISK CONTRACTING AGREEMENTS, WHICH FOR THESE PURPOSES MEANS ANY CONTRACT WHICH DEALS WITH CAPITATION OR SIMILAR RISK BEARING CONCEPT; (H) ANY MERGER, CONSOLIDATION, OR TOTAL OR PARTIAL DISSOLUTION INVOLVING THIS CORPORATION; (I) THE NUMBER OF DIRECTORS OF THIS CORPORATION; AND (J) ANY GOVERNANCE AND ACTION OF THE TYPE SET FORTH IN SUBPARAGRAPH (A) AND SUBPARAGRAPHS (F) THROUGH (I) ABOVE AS PROPOSED BY THE BOARD OF DIRECTORS OF ANY CORPORATION, PARTNERSHIP OR OTHER LEGAL ENTITIES DIRECTLY CONTROLLED BY THIS CORPORATION AS A MEMBER, SHAREHOLDER OR OTHERWISE, TO THE EXTENT THAT THE GOVERNING DOCUMENTS OF SUCH CORPORATION, PARTNERSHIP OR OTHER LEGAL ENTITIES GIVE THIS CORPORATION OR THE BOARD A RIGHT OF APPROVAL OVER SUCH GOVERNANCE ACTION. WITH RESPECT TO THE FOREGOING, THE BOARD SHALL CONSULT WITH AND COOPERATE WITH ECUMEN. FINAL DECISIONS WITH RESPECT TO THE ABOVE LISTED MATTERS SHALL BE SUBJECT TO THE APPROVAL OF ECUMEN AND ITS PERSONNEL WITH THE AUTHORITY TO ACT FOR AND ON BEHALF OF ECUMEN IN CONNECTION WITH SUCH MATTERS. AS PART OF ITS FINAL APPROVAL PROCESS, ECUMEN MAY MODIFY THE CAPITAL AND OPERATING BUDGETS AND STRATEGIC PLANS OF THIS CORPORATION AS REFERRED TO IN SUBPARAGRAPHS (B) THROUGH (D) ABOVE. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 INFORMATION IS PROVIDED TO THE AGENCY'S AUDIT FIRM TO COMPILE. THE COMPLETED FORM 990 DRAFT IS RETURNED TO MANAGEMENT FOR REVIEW. PRIOR TO FINAL APPROVAL THE FORM 990 IS MADE AVAILABLE TO EACH BOARD MEMBER FOR REVIEW AND COMMENT. THE FINAL FORM 990 IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ROBBINSDALE SENIOR HOUSING INC., DBA: LILAC PARKWAY APARTMENTS UTILIZES ITS PARENT COMPANY, ECUMEN'S, CONFLICT OF INTEREST POLICY, AS IT DOES NOT HAVE A WRITTEN CONFLICT OF INTEREST POLICY OF ITS OWN. ECUMEN REQUIRES AN ANNUAL CONFLICT OF INTEREST DISCLOSURE FOR ALL BOARD MEMBERS, INCLUDING OFFICERS, AND FOR KEY EMPLOYEES. THE DISCLOSURES ARE MAINTAINED BY PEOPLE SERVICES LEADERSHIP CONFLICTS IDENTIFIED BY A MEMBER OF THE BOARD OF TRUSTEES ARE ADDRESSED AND DETERMINED BY THE BOARD OF TRUSTEES PRESIDENT, WHO HAS DISCRETION TO INVESTIGATE THROUGH ALL MEANS NECESSARY. CONFLICTS IDENTIFIED BY ALL OTHER PERSONS SUBJECT TO THE POLICY ARE ADDRESSED BY ECUMEN'S CEO, WHO MAY DETERMINE IF A CONFLICT OF INTEREST EXISTS BASED ON AN INVESTIGATION CONDUCTED BY PEOPLE SERVICES AND GENERAL COUNSEL. ANY POTENTIAL CONFLICTS OF INTEREST ARE INVESTIGATED BY PEOPLE SERVICES AND/OR GENERAL COUNSEL ARE MAINTAINED BY THESE DEPARTMENTS. THE POLICY REQUIRES THE FOLLOWING RECORDS TO BE MAINTAINED: - THE NAMES OF THE RESPONSIBLE PERSONS WHO DISCLOSED A POTENTIAL CONFLICT OF INTEREST IN CONNECTION WITH A PROPOSED TRANSACTION OR CONTRACT WITH ECUMEN. - THE NATURE OF THE RELATIONSHIP OR FINANCIAL INTEREST THAT GAVE RISE TO THE POTENTIAL CONFLICT OF INTEREST. - THE NAMES OF THE PERSONS WHO WERE PRESENT FOR DISCUSSIONS AND VOTES RELATING TO THE DETERMINATION OF WHETHER THE POTENTIAL CONFLICT OF INTEREST WAS A CONFLICT OF INTEREST WITH REGARD TO THE TRANSACTION OR CONTRACT. INVESTIGATIONS CONDUCTED BY PEOPLE SERVICES AND/OR GENERAL COUNSEL ARE MAINTAINED BY THESE DEPARTMENTS. ANY SUCH CONFLICTS DISCOVERED AFTER THE TRANSACTION HAS TAKEN PLACE WILL BE INVESTIGATED CONSISTENT WITH THE CONFLICT-OF-INTEREST POLICY. IF THE BOARD, COMMITTEE OR CHIEF EXECUTIVE OFFICER HAS REASONABLE CAUSE TO BELIEVE THAT THE POLICY WAS VIOLATED, THEN THEY SHALL INFORM THE PERSON OF THE BASIS FOR SUCH BELIEF AND AFFORD THEM AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF, AFTER HEARING THE RESPONSE OF THE PERSON AND MAKING SUCH FURTHER INVESTIGATION AS MAY BE WARRANTED IN THE CIRCUMSTANCES, THE BOARD, COMMITTEE OR CHIEF EXECUTIVE OFFICER DETERMINES THAT A VIOLATION HAS OCCURRED, IT SHALL TAKE APPROPRIATE CORRECTIVE ACTION. " FORM 990, PART VI, SECTION B, LINE 15 ALL COMPENSATION IS DETERMINED BY ECUMEN, THE SOLE MEMBER. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND ECUMEN'S CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C THE PROCESS FOR THE OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. ECUMEN 3530 LEXINGTON AVENUE NORTH SHOREVIEW MN 55126 410711588 SENIOR & LOW-INCOME HOUSING MN 501(C)(3) LINE 10 N/A 0 ALEXANDRIA SENIOR HOUSING INC 3530 LEXINGTON AVENUE NORTH SHOREVIEW MN 55126 311749430 LOW-INCOME HOUSING MN 501(C)(3) LINE 10 ECUMEN 0 AUGUSTANA LUTHERAN HOMES INC 3530 LEXINGTON AVENUE NORTH SHOREVIEW MN 55126 410734237 LOW-INCOME HOUSING MN 501(C)(3) LINE 10 ECUMEN 0 BETHEL MANOR INC 3530 LEXINGTON AVENUE NORTH SHOREVIEW MN 55126 411773022 LOW-INCOME HOUSING MN 501(C)(3) LINE 10 ECUMEN 0 BETHEL MANOR II INC 3530 LEXINGTON AVENUE NORTH SHOREVIEW MN 55126 411347125 LOW-INCOME HOUSING MN 501(C)(3) LINE 10 ECUMEN 0 HUBBARD COUNTY SENIOR HOUSING INC 3530 LEXINGTON AVENUE NORTH SHOREVIEW MN 55126 411932209 LOW-INCOME HOUSING MN 501(C)(3) LINE 10 ECUMEN 0 LAMPLIGHTER MANOR INC 3530 LEXINGTON AVENUE NORTH SHOREVIEW MN 55126 411772945 LOW-INCOME HOUSING MN 501(C)(3) LINE 10 ECUMEN 0 NEW RICHMOND SENIOR HOUSING INC 3530 LEXINGTON AVENUE NORTH SHOREVIEW MN 55126 411974837 LOW-INCOME HOUSING MN 501(C)(3) LINE 10 ECUMEN 0 WHITE BEAR LAKE SENIOR HOUSING INC 3530 LEXINGTON AVENUE NORTH SHOREVIEW MN 55126 411824727 LOW-INCOME HOUSING MN 501(C)(3) LINE 10 ECUMEN 0 PARMLY LAKEVIEW INC 3530 LEXINGTON AVENUE NORTH SHOREVIEW MN 55126 263789732 LOW-INCOME HOUSING MN 501(C)(3) LINE 10 ECUMEN 0 ST FRANCIS OF ASSISI INC 3530 LEXINGTON AVENUE NORTH SHOREVIEW MN 55126 411427983 LOW-INCOME HOUSING MN 501(C)(3) LINE 10 ECUMEN 0 ST CROIX VALLEY SUPPORTIVE HOUSING FOR THE ELDERLY INC DBA FOREST HEIGHTS 3530 LEXINGTON AVENUE NORTH SHOREVIEW MN 55126 391924259 SENIOR HOUSING MN 501(C)(3) LINE 10 ECUMEN 0 RIVER TOWN HEIGHTS INC 3530 LEXINGTON AVENUE NORTH SHOREVIEW MN 55126 391524307 SENIOR HOUSING MN 501(C)(3) LINE 10 ECUMEN 0 BENET PLACE 3530 LEXINGTON AVENUE NORTH SHOREVIEW MN 55126 411765356 SENIOR HOUSING MN 501(C)(3) LINE 10 ECUMEN 0 BENET PLACE SOUTH 3530 LEXINGTON AVENUE NORTH SHOREVIEW MN 55126 411894399 SENIOR HOUSING MN 501(C)(3) LINE 10 ECUMEN 0 ECUMEN SBC INC 3530 LEXINGTON AVENUE NORTH SHOREVIEW MN 55126 932878522 SENIOR HOUSING AND HEALTH CARE COMMUNITIES MN 501(C)(3) LINE 10 ECUMEN 0 ECUMEN MINNEAPOLIS SNELLING YARDS LLLP 3530 LEXINGTON AVENUE NORTH SHOREVIEW MN 55126 852600419 RENTAL MN N/A 0 0 4040 WEST 70TH STREET APARTMENTS LP 3530 LEXINGTON AVENUE NORTH SHOREVIEW MN 55126 862939918 RENTAL MN N/A 0 0 ECUMEN SERVICES INC 3530 LEXINGTON AVENUE NORTH SHOREVIEW MN 55126 411768508 MANAGEMENT SERVICES MN N/A C 0 ONETWOONE DEVELOPMENT LLC 3530 LEXINGTON AVENUE NORTH SHOREVIEW MN 55126 473992783 DEVELOPMENT MN N/A C 0 ZVAGO COOPERATIVE AT LONG LAKE 3530 LEXINGTON AVENUE NORTH SHOREVIEW MN 55126 845096775 DEVELOPMENT MN N/A C 0 ECUMEN DBA THE ECUMEN STORE 3530 LEXINGTON AVENUE NORTH SHOREVIEW MN 55126 410711588 SENIOR CARE SUPPLIES SERVICES MN N/A C 0 ZVAGO COOPERATIVE AT CENTRAL VILLAGE 3530 LEXINGTON AVENUE NORTH SHOREVIEW MN 55126 812899630 DEVELOPMENT MN N/A C 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0