2025-08-11T09:36:28-05:00 2024-09-30 410746749 CLIFTONLARSONALLEN LLP 121 WEST BRIDGE STREET OWATONNA MN 55060 990 2023-10-01 410693899 JONES-HARRISON RESIDENCE JONE 6129202030 3700 CEDAR LAKE AVENUE MINNEAPOLIS MN 55416 MICHAEL OLAFSON CHAIR 6129202030 2025-08-11 1 0 JUSTIN HARTERT P02236744 5074467100 2025-08-11 2023 2025-03-06 01:10:19Z TODD WILLETT 7505 METRO BLVD SUITE 100 EDINA MN 55439 20956511 0 X HTTPS://WWW.JONES-HARRISON.ORG X 1900 MN LONG TERM CARE FACILITY PROVIDING SKILLED NURSING CARE AND AN ASSISTED LIVING FACILITY. 9 9 357 95 0 0 454566 608130 17655114 20228982 974 7910 14822 111489 18125476 20956511 9073 0 0 0 12493644 15235088 0 0 0 8078377 7123678 20581094 22358766 -2455618 -1402255 14040682 12923297 16561851 16783745 -2521169 -3860448 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 0 16087069 0 17144157 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 TOENSURE THE BEST QUALITY OF LIFE IN A SAFE, SECURE ENVIRONMENT. OURMEMORY CARE FLOOR CONSISTS OF 5 NEIGHBORHOODS WITH BRIGHT MURALS ANDUNIQUE ENVIRONMENTS. EACH NEIGHBORHOOD HAS A FAMILY GREATROOM WITH AFUNCTIONING KITCHEN AND ALL MEALS ARE SERVED THERE EVERYDAY. EACH ANDEVERY ASPECT GIVES RESIDENTS A FEELING OF COMFORT AND FAMILIARITY, ANDMOST OF ALL, A SENSE OF HOME. NURSES ARE STAFFED AROUND THE CLOCK ANDTHE STRONG RELATIONSHIP BETWEEN OUR NURSING AND THERAPY STAFFS ASSUREOUR DAILY INTERACTIONS ARE IN TUNE WITH THE RESTORATIVE PLAN. 2137820 0 2261548 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. 778235 0 823277 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 TENANT WITH THESE SERVICES. IT ALLOWS SOME TENANTS TO STAY AND LIVE IN THEIR APARTMENTS RATHER THAN HAVING TO MOVE TO A NURSING HOME. 19003124 1 1 0 0 0 0 0 0 1 0 1 0 0 1 1 1 0 1 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 0 0 0 1 1 0 0 0 1 29 0 1 357 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MN X TODD WILLET 6128743493 7505 METRO BLVD SUITE 100 EDINA MN 55439 X MICHAEL OLAFSON BOARD CHAIR 15.00 0.50 X X 0 0 0 TAYLOR HARWOOD VICE CHAIR 1.00 0.50 X X 0 0 0 LESLEY NOVICH SECRETARY 1.00 0.50 X X 0 0 0 ELIZABETH KILBURG TREASURER 1.00 0.50 X X 0 0 0 JEFFREY KIMPTON BOARD MEMBER 1.00 0.50 X 0 0 0 LEAH STICH BOARD MEMBER 1.00 0.50 X 0 0 0 MARCIA DIRACLES BOARD MEMBER 1.00 0.50 X 0 0 0 MARY THORPE-MEASE BOARD MEMBER 1.00 0.50 X 0 0 0 ROBYN GRAY BOARD MEMBER 1.00 0.50 X 0 0 0 ANNMARIE S LAMIN RN 40.00 0.00 X 137875 0 7654 TERRI L VERNER DIRECTOR OF NURSING 40.00 0.00 X 136113 0 16655 GEORGE M OMBACHI RN 40.00 0.00 X 130679 0 23988 JACKLINE OGARI RN 40.00 0.00 X 123361 0 17518 VENNY G ONCHOMBA RN 40.00 0.00 X 121285 0 17593 649313 0 83408 17 0 1 0 EBENEZER MANAGEMENT SERVICES 7505 METRO BLVD STE 100 EDINA MN 55439 PAYROLL, MGMT FEES, VARIOUS EXPENSE REIM 3227355 US BANK ST PAUL CM-9705 PO BOX 70870 ST PAUL MN 55170 DEBT SVCE 962610 CENTREX REHAB 8120 PENN AVE S STE 227 BLOOMINGTON MN 55431 REHABILITATION SERVICES 915839 US FOODS NW 6059 PO BOX 1450 MINNEAPOLIS MN 554856059 FOOD/FOOD SUPPLIES 585722 THRIFTY WHITE PHARMACY PO BOX 860848 MINNEAPOLIS MN 554860848 PHARMACUETICALS 330244 5 522155 85975 608130 SERVICES TO RESIDENTS 623000 20228982 20228982 20228982 7910 7910 MISCELLANEOUS REVENUE 900099 108111 108111 MEALS REVENUE 900099 3378 3378 111489 20956511 20228982 0 119399 12240358 11573048 667310 409567 386773 22794 1728424 1632230 96194 856739 809058 47681 595582 595582 6262 6262 130024 130024 809904 524206 285698 30010 30010 171711 54229 117482 56337 17792 38545 628819 619740 9079 2777 2777 2285 722 1563 465948 465948 633931 603330 30601 222536 222536 MEDICAL SUPPLIES 1854434 1713701 140733 FOOD 487460 480422 7038 MDH LICENSE / SURCHARGE 422250 422250 BAD DEBT EXPENSE 217347 217347 386061 121925 264136 22358766 19003124 3355642 0 2883438 506478 100300 102326 1550067 3389963 6928 42493 38320906 30590809 8288341 7730097 6249 6285 23272 37957 1182087 1107698 14040682 12923297 3452541 4016177 63000 272713 9430409 9218923 48684 50482 191995 0 3375222 3225450 16561851 16783745 X -3153756 -4170891 632587 310443 -2521169 -3860448 14040682 12923297 -1402255 62976 0 X X 0 1 X 1 0 X 638678 2689480 4520719 454206 608130 8911213 17536435 15758005 16811561 17655114 20102948 87864063 18175113 18447485 21332280 18109320 20711078 96775276 0 0 0 96775276 34178 33441 38035 15824 7910 129388 34178 33441 38035 15824 7910 129388 237523 237523 18209291 18480926 21370315 18125144 20956511 97142187 0.99620 0.99840 0.00130 0.00160 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME MEALS INCOME RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 988823 988823 28036592 22556748 5479844 511373 482628 28745 8784118 7551433 1232685 7730097 RESIDENTS TRUST FUNDS 50482 BOND RESERVE FUND 818184 BOARD DESIGNATED RESERVE 239032 1107698 DUE TO RELATED PARTY 3225450 3225450 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 RESIDENCE AND FOUNDATION ARE OPERATED AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE FEDERAL INTERNAL REVENUE CODE AND APPLICABLE SECTIONS OF THE MINNESOTA STATUTES. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE RESIDENCE'S OR THE FOUNDATION'S TAX EXEMPT PURPOSE MAYBE SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. NO PROVIDISON FOR INCOME TAXES IS REFLECTED IN THESE STATEMENTS. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR EXCISE OR OTHER TAXES. X X X 0 0 0 0 0 0 0 0 0 GEORGE M OMBACHI RN 127244 0 0 0 3435 0 0 0 23988 0 154667 0 0 0 TERRI L VERNER DIRECTOR OF NURSING 136113 0 0 0 0 0 0 0 16655 0 152768 0 0 0 A CITY OF ST LOUIS PARK MINNESOTA 416005519 791748EZ5 2015-08-31 11970000 TO REFINANCE SERIES 2005 BONDS 0 0 0 A 2665000 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 1 0 0 1 0 0 0 1 A 1 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 POSITION WAS TERMINATED AND MANAGEMENT OF THE ORGANIZATION WAS TRANSITION TO EBENEZER SINCE 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). PART XII, LINE 2C NO CHANGES TO OVERSIGHT PROCESS OR SELECTIONS PROCESS DURING THE TAX RELATED TO AUDIT OVERSIGHT 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 1 0 1 0 0 0 0 0 0 0 0 1 1 0 1 1 0 JONES-HARRISON FOUNDATION Q 224161 NET CHANGE IN RECEIVABLE/PAYABLE