2025-04-30T11:18:54-05:00 2024-06-30 410746749 CLIFTONLARSONALLEN LLP 220 S 6TH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2024-01-01 411367392 PIONEER HOUSING DEVELOPMENT INC PION 9522109912 6499 UNIVERSITY AVE NE 300 MINNEAPOLIS MN 55432 RYAN RYMANOWSKI CFO 9522109912 2025-04-30 1 0 ANN NEIL P01817922 6123764500 2025-04-30 2024 2025-03-06 01:10:19Z X JOHN PAUL APARTMENTS KEVIN RYMANOWSKI 6499 UNIVERSITY AVE NE 300 MINNEAPOLIS MN 55432 331722 0 X WWW.BENEDICTINELIVING.ORG X 1980 MN WE ARE A CATHOLIC, FAITH-BASED ORGANIZATION ENTRUSTED WITH ADVANCING THE LIFE-ENAHANCING SENIOR CARE MINISTRY OF THE BENEDICTINE SISTERS OF DULUTH, MINNESOTA. WE WITNESS TO GOD'S LOVE BY CREATING INCLUSIVE COMMUNITIES, SUPPORTING THOSE WE SERVE TO LIVE WELL AND WITH PURPOSE, WITH SPECIAL CONCERN FOR THE UNDERSERVED. 8 6 0 63 0 0 0 0 595491 331573 258 140 0 9 595749 331722 0 0 0 0 0 24547 0 0 0 617291 280353 617291 304900 -21542 26822 754762 852987 1445972 1517375 -691210 -664388 X WE PROVIDE OUR RESIDENTS WITH A DYNAMIC CONTINUUM OF CARE ENCOMPASSING THE SOCIAL, SPIRITUAL, PHYSICAL AND MENTAL ASPECTS OF THE INDIVIDUAL, STEEPEN IN THE BENEDICTINE VALUES OF HOSPITALITY, STEWARDSHIP, RESPECT AND JUSSTICE. OUR VISION IS BE A COMMITTED LEADER RECOGNIZED AS PROVIDING QUALITY SENIOR-LIVING. 0 0 168137 0 331573 PIONEER HOUSING DEVELOPMENT, INC. OPERATES BENEDICTINE JOHN PAUL APARTMENTS, A 61-UNIT INDEPENDENT APARTMENT COMPLEX COLD SPRING, MN FOR ELDERALY INDIVIDUALS UNDER SECTION 207 PURSUANT TO SECTION 223 (F) OF THE NATIONAL HOUSING ACT. THE COMPLEX IS REGULATED BY THE U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT (HUD) AS TO RENT CHARGES AND OPERATING METHODS. THE COMPLEX DOES NOT HAVE ANY NON-INCOME PRODUCING UNITS. THE COMPLEX IS ALSO SUBJECT TO SECTION HOUSING ASSISTANCE PAYMENT AGREEMENTS WITH HUD, PROVIDING FOR PAYMENTS FOR THE APARTMENT UNITS LEASED TO ELIGIBLE LOW-INCOME ELDERLY TENANTS PURSUANT TO SECTION 8 OF THE U.S. HOUSING ACT OF 1937. 168137 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 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 8 6 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 MN X KEVIN RYMANOWSKI 3206853693 6499 UNIVERSITY AVE NE SUITE 300 MINNEAPOLIS MN 55432 X JERRY CARLEY CEO OF BHS 1.00 39.00 X X 0 0 0 KEVIN RYMANOWSKI CFO & TREASURER 1.00 39.00 X X 0 0 0 ANNELIESE PETERSON COO OF BHS/BOARD CHAIR 1.00 39.00 X X 0 0 0 ADAM FRIE DIRECTOR 1.00 0.00 X 0 0 0 KYLE KNUDSON DIRECTOR 1.00 0.00 X 0 0 0 FR LEROY SCHEIERL VICE CHAIR 1.00 0.00 X X 0 0 0 MERRILEE STANG SECRETARY 1.00 0.00 X X 0 0 0 NICOLE HOLTHAUS CHAIR 1.00 0.00 X X 0 0 0 0 0 0 RESIDENT SERVICE REVEN 623000 331573 331573 331573 140 140 MISCELLANEOUS INCOME 900099 9 9 9 331722 331573 0 149 X 23182 23182 105 105 1260 1260 21683 21683 1662 1662 15625 15625 85337 36026 49311 1561 1561 5316 423 4893 64022 63129 893 340 21 319 31531 31312 219 30014 30014 11567 11567 SUPPLIES 6174 5761 413 TRAINING 5423 5423 FOOD 86 86 MISCELLANEOUS EXPENSE 12 12 304900 168137 136763 0 28544 469 8374 3591 17556 8138 3638695 3175610 485094 463085 248052 344846 754762 852987 17246 29468 25614 0 1378647 1353046 24465 134861 1445972 1517375 X -691210 -664388 -691210 -664388 754762 852987 26822 0 X 0 1 X 1 0 X 562588 529731 580588 595491 331573 2599971 562588 529731 580588 595491 331573 2599971 0 217980 218175 248775 246446 22474 953850 217980 218175 248775 246446 22474 953850 1646121 333 231 160 258 140 1122 333 231 160 258 140 1122 9 9 562921 529962 580748 595749 331722 2601102 0.63290 0.59910 0.00040 0.00050 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS REVENUE - 2024 AMOUNT: $ 9. PART III, SHORT YEAR EXPLANATION: THE 2024 COLUMN REPRESENTS A SHORT YEAR COVERING PERIOD 1/1/2024 - 6/30/2024. 0 1 X 64664 64664 3200366 3175367 24999 373665 243 373422 463085 TENANT SECURITY DEPOSITS 28313 RESERVE FOR REPLACEMENTS 193915 TAX AND INSURANCE ESCROW 35788 RESIDUAL RECEIPTS 15466 AMOUNTS DUE FROM AFFILIATES 71364 344846 AMOUNTS DUE TO AFFILIATES 107000 SECURITY DEPOSITS PAYABLE 27861 134861 X PART IV, LINE 2B: THE PROJECT HOLDS IN TRUST SECURITY DEPOSITS ADVANCED BY THE TENANTS OF THE PROJECT. THE PROJECT RECORDS THESE DEPOSITS PLUS 1% SIMPLE INTEREST AS A LIABILITY. PART X, LINE 2: THE PROJECT BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AFFECTING ITS ANNUAL FILING REQUIREMENTS, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE PROJECT WOULD RECOGNIZE FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS AND LIABILITIES IN INCOME TAX EXPENSE IF SUCH INTEREST AND PENALITIES ARE INCURRED. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE (COMPRISED OF THE CHAIR, VICE-CHAIR, A PRESIDENT/CEO, BOARD SECRETARY, TREASURER, AND THE CHAIRS OF THE STANDING COMMITTEES) IS AUTHORIZED TO ACT ON BEHALF OF THE BOARD IN THE INTERVAL BETWEEN MEETINGS OF THE BOARD, PROVIDED, HOWEVER, THAT IT MAY NOT DETERMINE MATTERS OF POLICY WITHOUT PRIOR SPECIFIC AUTHORIZATION OF THE BOARD. FORM 990, PART VI, SECTION A, LINE 3 THE CORPORATION CONTRACTS WITH BENEDICTINE HEALTH SYSTEM, A RELATED ORGANIZATION, FOR MANAGEMENT SERVICES. BENEDICTINE HEALTH SYSTEM EMPLOYED THE ADMINISTRATOR/CEO OF THE CORPORATION. FORM 990, PART VI, SECTION A, LINE 6 BENEDICTINE HEALTH SYSTEM, A MINNESOTA NONPROFIT CORPORATION, IS THE SOLE MEMBER OF THE CORPORATION. FORM 990, PART VI, SECTION A, LINE 7A EACH DIRECTOR OF THE CORPORATION IS APPOINTED BY BENEDICTINE HEALTH SYSTEM. FORM 990, PART VI, SECTION A, LINE 7B BENEDICTINE HEALTH SYSTEM HAS CERTAIN RESERVED POWERS RELATING TO THE ACTIVITIES OF THE CORPORATION AS SET OUT IN THE CORPORATION'S BY-LAWS. IN ADDITION, DULUTH BENEDICTINE MINISTRIES ACTS AS THE CANONICAL STEWARD OF THE CORPORATION IN ACCORDANCE WITH CATHOLIC TRADITION AND VALUES AND THE MISSION AND PHILOSOPHIES OF THE BENEDICTINE SISTERS OF ST. SCHOLASTICA MONASTERY OF DULUTH, MINNESOTA. DULUTH BENEDICTINE MINISTRIES RETAINS RESPONSIBILITY FOR THE MISSION, CATHOLIC IDENTITY AND VALUES OF THE CORPORATION WHILE MANAGEMENT OF THE CORPORATION'S OPERATIONS IS THE RESPONSIBILITY OF THE CORPORATION AND BENEDICTINE HEALTH SYSTEM. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY MANAGEMENT. THE RETURN WAS THEN REVIEWED BY THE CFO. AN ELECTRONIC COPY OF THE FORM 990 WAS DISTRIBUTED TO THE GOVERNING BODY PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS, INTERESTED PERSONS ARE REQUIRED TO DISCLOSE ANY RELATIONSHIPS THAT CONSTITUTE OR MIGHT LEAD TO A CONFLICT OF INTEREST BY COMPLETING THE CONFLICT OF INTEREST AND GIFT DISCLOSURE STATEMENT. THE BHS COMPLIANCE DEPARTMENT WILL DISTRIBUTE THE STATEMENTS AND COLLECT AND MAINTAIN THE COMPLETED STATEMENTS. THE BHS COMPLIANCE MANAGER WILL REVIEW THE STATEMENTS AND PROVIDE A SUMMARY OF THE IDENTIFIED CONFLICTS OF INTEREST TO THE BHS CHIEF COMPLIANCE OFFICER, WHO WILL ALERT THE BHS CEO AND THE CHAIR OF THE BHS BOARD OF DIRECTORS TO ANY ITEMS OF CONCERN. AN "INTERESTED PERSON" IS ANY PERSON IN A POSITION TO EXERCISE SUBSTANTIAL INFLUENCE OVER THE SYSTEM, INCLUDING BUT NOT LIMITED TO A BOARD MEMBER, BOARD COMMITTEE MEMBER, OR OFFICER OR DIRECTOR OF BHS OR A FACILITY (SUCH AS FACILITY CEO/ADMINISTRATORS AND BHS SENIOR LEADERS AND DIRECTORS). FOR INTERESTED PERSONS WHO ARE EMPLOYEES (OTHER THAN THE BHS CEO), FOLLOWING DISCLOSURE OF THE ACTUAL OR POTENTIAL CONFLICT OF INTEREST AND ALL MATERIAL FACTS,THE INTERESTED PERSON'S SUPERVISOR WILL DETERMINE WHETHER A CONFLICT OF INTEREST EXISTS. FOR THE BHS CEO AND BOARD AND COMMITTEE MEMBERS, FOLLOWING DISCLOSURE OF THE ACTUAL OR POTENTIAL CONFLICT OF INTEREST AND ALL MATERIAL FACTS, THE INTERESTED PERSON WILL LEAVE THE BOARD OR COMMITTEE MEETING WHILE THE REMAINING MEMBERS OF THE BOARD OR COMMITTEE DETERMINE IF A CONFLICT OF INTEREST EXISTS. THE INTERESTED PERSON MAY PARTICIPATE IN DELIBERATION REGARDING THE TRANSACTION IF THE APPLICABLE SUPERVISOR, BOARD, OR COMMITTEE DETERMINES A CONFLICT OF INTEREST DOES NOT EXIST. AN INTERESTED PERSON WHO HAS BEEN DETERMINED TO HAVE A CONFLICT OF INTEREST MAY NOT PARTICIPATE IN THE DELIBERATION OR DECISION REGARDING THE TRANSACTION OR ARRANGEMENT INVOLVING THE CONFLICT OF INTEREST AND MAY NOT BE PRESENT DURING SUCH DELIBERATION OR DECISION MAKING. THE INTERESTED PERSON MAY BE ALLOWED TO MAKE A PRESENTATION TO THE SUPERVISOR, BOARD, OR COMMITTEE CONSIDERING THE TRANSACTION OR ARRANGEMENT AS TO WHICH THE CONFLICT OF INTERESTS REFERS PRIOR TO THE DELIBERATION AND DECISION. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE BENEDICTINE HEALTH SYSTEM'S (BENEDICTINE) CEO AND OTHER KEY EMPLOYEES OF THE BENEDICTINE IS DETERMINED BY THE COMPENSATION COMMITTEE OF THE BENEDICTINE BOARD OF DIRECTORS. THIS COMMITTEE IS COMPRISED ENTIRELY OF INDEPENDENT DIRECTORS. THE COMPENSATION COMMITTEE REVIEWS DATA ON COMPENSATION PROVIDED TO INDIVIDUALS HOLDING COMPARABLE POSITIONS IN COMPARABLE ORGANIZATIONS IN ORDER TO ESTABLISH A REASONABLE COMPENSATION RANGE. THE DATA IS COLLECTED AND REVIEWED WITH THE COMPENSATION COMMITTEE BY AN INDEPENDENT CONSULTANT. BASED ON MARKET DATA AND IN LIGHT OF ANY SPECIFIC INDIVIDUAL QUALIFICATIONS, THE COMPENSATION COMMITTEE DETERMINS COMPENSATION OF THE BENEDICTINE CEO AND OTHER KEY EMPLOYEES. THE DELIBERATIONS AND DETERMINATIONS OF THE COMPENSATION COMMITTEE ARE RECORDED CONTEMPORANEOUSLY AND PROVIDED TO THE GOVERNING BODY FOR REVIEW. COMPENSATION OF THE ORGANIZATION'S EXECUTIVE DIRECTOR AND/OR ADMINISTRATOR IS DETERMINED BY BENEDICTINE HEALTH SYSTEM BASED ON MARKET DATA ON COMPENSATION PROVIDED TO INDIVIDUALS HOLDING COMPARABLE POSITIONS IN COMPARABLE ORGANIZATIONS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART IX, LINE 11G PURCHASE SERVICES: PROGRAM SERVICE EXPENSES 36,026. MANAGEMENT AND GENERAL EXPENSES 49,311. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 85,337. ARROWHEAD SENIOR LIVING COMMUNITIES 6499 UNIVERSITY AVE NE SUITE 300 MINNEAPOLIS MN 55432 411978619 NURSING HOME MN 501(C)(3) LINE 10 BHS 1 ASSUMPTION COMMUNITY SERVICES 6499 UNIVERSITY AVE NE SUITE 300 MINNEAPOLIS MN 55432 800276405 HOME CARE SERVICES MN 501(C)(3) LINE 10 BHS 1 ASSUMPTION HOMES 6499 UNIVERSITY AVE NE SUITE 300 MINNEAPOLIS MN 55432 410873335 NURSING HOME MN 501(C)(3) LINE 10 BHS 1 BENEDICTINE CARE CENTERS 6499 UNIVERSITY AVE NE SUITE 300 MINNEAPOLIS MN 55432 411907571 NURSING HOMES MN 501(C)(3) LINE 10 BHS 1 BENEDICTINE HEALTH CENTER 6499 UNIVERSITY AVE NE SUITE 300 MINNEAPOLIS MN 55432 411381401 NURSING HOME MN 501(C)(3) LINE 10 BHS 1 BENEDICTINE HEALTH SYSTEM 6499 UNIVERSITY AVE NE SUITE 300 MINNEAPOLIS MN 55432 411531892 SUPPORTING ORGANIZATION MN 501(C)(3) LINE 10 N/A 0 BENEDICTINE FOUNDATION 503 E THIRD STREET DULUTH MN 55805 411513014 FUND DEVELOPMENT MN 501(C)(3) LINE 10 BHS 1 BENEDICTINE LIVING COMMUNITIES 6499 UNIVERSITY AVE NE SUITE 300 MINNEAPOLIS MN 55432 411639687 NURSING HOMES MN 501(C)(3) LINE 10 BHS 1 BLC - BISMARCK 6499 UNIVERSITY AVE NE SUITE 300 MINNEAPOLIS MN 55432 264376543 NURSING HOME MN 501(C)(3) LINE 10 BHS 1 BLC - WAHPETON 6499 UNIVERSITY AVE NE SUITE 300 MINNEAPOLIS MN 55432 454274091 ASSISTED LIVING MN 501(C)(3) LINE 10 BHS 1 BLC OF ST PETER 6499 UNIVERSITY AVE NE SUITE 300 MINNEAPOLIS MN 55432 861113231 NURSING HOME MN 501(C)(3) LINE 10 BHS 1 BRIDGES CARE CENTER 6499 UNIVERSITY AVE NE SUITE 300 MINNEAPOLIS MN 55432 262620983 NURSING HOME MN 501(C)(3) LINE 10 BHS 1 BENEDICTINE SENIOR LIVING COMMUNITY OF ST PETER 6499 UNIVERSITY AVE NE SUITE 300 MINNEAPOLIS MN 55432 272716531 ASSISTED LIVING MN 501(C)(3) LINE 10 BHS 1 CATHOLIC RESIDENTIAL SERVICES 6499 UNIVERSITY AVE NE SUITE 300 MINNEAPOLIS MN 55432 390982340 NURSING HOME MN 501(C)(3) LINE 10 BHS 1 CERENITY CARE CENTER - WHITE BEAR LAKE 6499 UNIVERSITY AVE NE SUITE 300 MINNEAPOLIS MN 55432 411983267 NURSING HOME MN 501(C)(3) LINE 10 N/A 1 CERENITY SENIOR CARE 6499 UNIVERSITY AVE NE SUITE 300 MINNEAPOLIS MN 55432 363517696 NURSING HOME MN 501(C)(3) LINE 10 N/A 1 ELLENDALE EVERGREEN PLACE 6499 UNIVERSITY AVE NE SUITE 300 MINNEAPOLIS MN 55432 411796445 ASSISTED LIVING MN 501(C)(3) LINE 10 BHS 1 KODA LIVING COMMUNITY 6499 UNIVERSITY AVE NE SUITE 300 MINNEAPOLIS MN 55432 270705237 NURSING HOME MN 501(C)(3) LINE 10 BHS 1 LIVING COMMUNITY OF ST JOSEPH 6499 UNIVERSITY AVE NE SUITE 300 MINNEAPOLIS MN 55432 412011661 NURSING HOME MN 501(C)(3) LINE 10 BHS 1 MADONNA MEADOWS OF ROCHESTER 6499 UNIVERSITY AVE NE SUITE 300 MINNEAPOLIS MN 55432 470855891 ASSISTED LIVING MN 501(C)(3) LINE 10 BHS 1 MADONNA TOWERS OF ROCHESTER 6499 UNIVERSITY AVE NE SUITE 300 MINNEAPOLIS MN 55432 411809914 NURSING HOME MN 501(C)(3) LINE 10 BHS 1 NAZARETH LIVING CENTER 6499 UNIVERSITY AVE NE SUITE 300 MINNEAPOLIS MN 55432 431450394 NURSING FACILITY MN 501(C)(3) LINE 10 N/A 1 REGINA SENIOR LIVING 6499 UNIVERSITY AVE NE SUITE 300 MINNEAPOLIS MN 55432 463700475 NURSING HOME MO 501(C)(3) LINE 10 BHS 1 ROSEWOOD COURT 6499 UNIVERSITY AVE NE SUITE 300 MINNEAPOLIS MN 55432 412011389 ASSISTED LIVING MN 501(C)(3) LINE 10 BHS 1 SAINT ANNE OF WINONA 6499 UNIVERSITY AVE NE SUITE 300 MINNEAPOLIS MN 55432 410850791 NURSING HOME MN 501(C)(3) LINE 10 BHS 1 ST GERTRUDE'S HEALTH CENTER 6499 UNIVERSITY AVE NE SUITE 300 MINNEAPOLIS MN 55432 411848720 NURSING HOME MN 501(C)(3) LINE 10 BHS 1 STEEPLE POINTE SEN LIVING COMMUNITY 6499 UNIVERSITY AVE NE SUITE 300 MINNEAPOLIS MN 55432 411852273 ASSISTED LIVING MN 501(C)(3) LINE 10 BHS 1 VILLA ST BENEDICT 6499 UNIVERSITY AVE NE SUITE 300 MINNEAPOLIS MN 55432 364343235 NURSING HOME MN 501(C)(3) LINE 10 N/A 1 VILLA ST VINCENT 6499 UNIVERSITY AVE NE SUITE 300 MINNEAPOLIS MN 55432 411352227 NURSING HOME MN 501(C)(3) LINE 10 BHS 1 APARTMENT COMMUNITY OF OUR LADY OF THE SNOWS 6499 UNIVERSITY AVE NE SUITE 300 MINNEAPOLIS MN 55432 370909113 SENIOR LIVING COMMUNITY MN 501(C)(3) LINE 10 BHS 1 BENEDICTINE GROUP SELF-INSURANCE ASSOCIATION 222 SOUTH NINTH ST SUITE 2700 MINNEAPOLIS MN 55402 411548753 WORKERS' COMPENSATION PROGRAM MN N/A C 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0