2025-10-27T15:58:47-05:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 121 WEST BRIDGE STREET OWATONNA MN 55060 990 2024-01-01 263789732 PARMLY LAKEVIEW INC PARM 6517664300 3530 LEXINGTON AVE SHOREVIEW MN 55126 SHELLEY KENDRICK PRESIDENT & CEO 6517664300 2025-10-24 1 1 JUSTIN HARTERT P02236744 5074467100 2025-10-22 2024 2025-03-06 01:10:19Z SHELLEY KENDRICK 3530 LEXINGTON AVE SHOREVIEW MN 55126 655699 0 9386 X WWW.ECUMEN.ORG X 2008 MN PROVIDES AFFORDABLE HOUSING TO LOW-INCOME QUALIFIED SENIOR CITIZENS, AGES 62 AND OLDER. 4 0 0 0 0 0 0 9790 630562 637416 1213 994 26199 7499 657974 655699 0 0 0 0 189921 196512 0 0 0 455272 486254 645193 682766 12781 -27067 636152 548886 1928105 1867906 -1291953 -1319020 PARMLY LAKEVIEW, INC. PROVIDES AFFORDABLE HOUSING TO LOW-INCOME QUALIFIED SENIOR CITIZENS, AGES 62 AND OLDER, THROUGH THE HUD-SPONSORED PROGRAM. 0 0 519240 0 637416 PARMLY LAKEVIEW, INC. OPERATES A 60 UNIT HOUSING COMPLEX IN CHISAGO CITY, MN, TO PROVIDE AFFORDABLE HOUSING TO LOW-INCOME QUALIFIED SENIOR CITIZENS, AGES 62 AND OLDER, THROUGH THE HUD-SPONSORED PROGRAM. 519240 1 1 0 0 0 0 0 0 1 0 1 0 0 1 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 13 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 AVE NORTH SHOREVIEW MN 55126 BRETT ANDERSON THRU 72024 BOARD OF TRUSTEE 0.10 39.90 X 0 211350 41132 MELLANIE SULLIVAN BOARD OF TRUSTEE 0.10 39.90 X 0 318975 15879 SCOTT BJERKETVEDT THRU 92024 SECRETARY AND TREASURER 0.10 39.90 X X 0 230734 40531 SHELLEY KENDRICK PRESIDENT & CEO 0.10 39.90 X X 0 504771 41871 SUSAN SCHUH SECRETARY AND TREASURER 0.10 39.90 X X 0 152969 13492 EMILY LAXDAL SOMMER ASSISTANT SECRETARY 0.10 39.90 X X 0 66281 35638 DOUGLAS HARRISON INTERIM SR VP/CFO 0.10 39.90 X 0 147936 0 ANGELICA ANDRESEN VP - COMMUNICATIONS MKTG & ADVOCACY 0.10 39.90 X 0 180206 30264 0 1813222 218807 0 0 1 0 0 9790 9790 RENT REVENUE 623000 621051 621051 TENANT CHARGES 623000 16365 16365 637416 994 994 LAUNDRY REVENUE 900099 6604 6604 MISCELLANEOUS REVENUE 900099 895 895 7499 655699 637416 0 8493 143449 76751 66698 7144 3140 4004 35506 28506 7000 10413 5447 4966 46973 46973 11508 11508 11812 11640 172 196 196 9902 8923 979 6495 5871 624 191893 174255 17638 300 300 803 574 229 73331 73331 87139 87139 24378 24378 CABLE TV 16841 16841 MINOR EQUIPMENT 2344 80 2264 RESIDENT CARE SUPPLY 1025 1025 DUES AND SUBSCRIPTIONS 994 994 320 45 275 682766 519240 163526 0 866 15092 297326 290300 9622 12502 4172 3813 3638024 3438883 286280 199141 37886 28038 636152 548886 39439 34588 28625 25175 1789004 1728098 71037 80045 1928105 1867906 X -1291953 -1319020 -1291953 -1319020 636152 548886 -27067 0 X X 0 1 X 1 0 X 135 9790 9925 596874 615667 628994 630562 637416 3109513 596874 615667 629129 630562 647206 3119438 0 255866 253529 256721 264410 287114 1317640 255866 253529 256721 264410 287114 1317640 1801798 298 136 149 1213 994 2790 298 136 149 1213 994 2790 6581 8098 6641 26199 7499 55018 603753 623901 635919 657974 655699 3177246 0.56710 0.57520 0.00090 0.00080 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: LAUNDRY REVENUE - 2020 AMOUNT: $ 6,381. 2021 AMOUNT: $ 8,098. 2022 AMOUNT: $ 6,641. 2023 AMOUNT: $ 6,534. 2024 AMOUNT: $ 6,604. MISCELLANEOUS REVENUE - 2020 AMOUNT: $ 200. 2023 AMOUNT: $ 19,665. 2024 AMOUNT: $ 895. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 2213 2213 3277004 3136698 140306 253372 206641 46731 105435 95544 9891 199141 TENANT SECURITY DEPOSITS 25849 OPERATING LEASE ASSET 2189 28038 ASSET RETIREMENT OBLIGATIONS 66829 DUE TO RELATED PARTIES 10812 FINANCED LEASE PAYABLE 2404 80045 X 655699 0 655699 0 655699 682766 0 682766 0 682766 PART IV, LINE 2B: PARMLY LAKEVIEW, INC. HOLDS SECURITY DEPOSIT AMOUNTS RECEIVED BY TENANTS UPON MOVE-IN. THE TENANT DEPOSITS ARE MAINTAINED IN AN INTEREST-BEARING ACCOUNT SEPARATE FROM PARMLY LAKEVIEW, INC.'S 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 SCOTT BJERKETVEDT THRU 92024 SECRETARY AND TREASURER 0 229912 0 0 0 822 0 14273 0 26258 0 271265 0 0 BRETT ANDERSON THRU 72024 BOARD OF TRUSTEE 0 210850 0 0 0 500 0 13145 0 27987 0 252482 0 0 ANGELICA ANDRESEN VP - COMMUNICATIONS MKTG & ADVOCACY 0 179581 0 0 0 625 0 9679 0 20585 0 210470 0 0 SUSAN SCHUH SECRETARY AND TREASURER 0 152025 0 0 0 944 0 9319 0 4173 0 166461 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 PARMLY LAKEVIEW, INC'S PARENT ORGANIZATION, ECUMEN, MANAGES THE RENTAL PROPERTY OF PARMLY LAKEVIEW, INC. AND PERFORMS VARIOUS OTHER FUNCTIONS ON PARMLY LAKEVIEW INC.'S BEHALF. FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER IS ECUMEN (EIN: 41-0711588), A MINNESOTA 501(C)(3) NONPROFIT ORGANIZATION 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 THE ORGANIZATION 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 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 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 NEW RICHMOND SENIOR HOUSING INC 3530 LEXINGTON AVENUE NORTH SHOREVIEW MN 55126 411974837 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 ROBBINSDALE SENIOR HOUSING INC 3530 LEXINGTON AVENUE NORTH SHOREVIEW MN 55126 411667830 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 AUGUSTANA LUTHERAN HOMES INC 3530 LEXINGTON AVENUE NORTH SHOREVIEW MN 55126 410734237 LOW-INCOME HOUSING MN 501(C)(3) LINE 10 ECUMEN 0 ALEXANDRIA SENIOR HOUSING INC 3530 LEXINGTON AVENUE NORTH SHOREVIEW MN 55126 311749430 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 LLP 3530 LEXINGTON AVENUE NORTH SHOREVIEW MN 55126 852600419 RENTAL MN N/A 0 0 4040 WEST 70TH 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 CENTRAL VILLAGE 3530 LEXINGTON AVENUE NORTH SHOREVIEW MN 55126 812899630 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 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0