2025-11-10T11:32:11+00:00 2024-12-31 990 2024-01-01 320190409 Ebenezer Lakes Senior Housing EBEN 6128792374 7505 Metro Boulevard Suite 100 Edina MN 55439 Brett Anderson President 2025-11-10 2024 2025-03-06 01:10:19Z Meadow View Apartments Brett Anderson 7505 Metro Boulevard Suite 100 Edina MN 55439 247521 false X WWW.EBENEZERCARES.ORG X 2006 MN Housing for elderly individuals in Wyoming, Minnesota. 12 8 0 0 0 1195 2523 218641 234412 2349 4036 3001 6550 225186 247521 0 0 94095 116631 0 0 277499 283477 371594 400108 -146408 -152587 2885980 2789775 697276 753658 2188704 2036117 Ebenezer Lakes Senior Living is part of Ebenezer Society. Ebenezer Society helps older adults and others make their lives more independent, healthful, meaningful and secure. Building on our Lutheran heritage, we respond to physical, psychological, social and spiritual dimensions of the whole person. We welcome persons of diverse cultures and faith traditions. We practice responsible stewardship of humans, property, and financial resources and encourage continual learning and innovation to strive for excellence. false false 171797 234412 Providing affordable housing for low income elderly tenants in Wyoming, Minnesota. 171797 true false false false false false false false true false true false false true true true true true false false false false false false false false false false false true false false false false false false false false false false false false false false false true false false false false true X 0 0 0 false false false false false false false false false false false false X 12 8 false true false false true true true true true false false false true true true true true true true true false false MN X X Todd Willett 6128743460 7505 Metro Blvd Suite 100 Edina MN 55439 James Hereford Ex-Officio 2.0 40.0 X X 0 4854478 805007 Jonathan Lundberg President, end 9-2024 2.0 40.0 X X 0 450816 70974 Scott Wordelman Chair 0.3 1.5 X X 0 0 0 Todd Willett CFO, Treasurer 2.0 40.0 X X 0 418412 40678 Carolyn Jacobson Director 0.3 1.5 X 0 0 0 Gayle Kvenvold Director, began 5-2024 0.3 1.5 X 0 0 0 Kenneth Ashton-Piper Director 0.3 1.5 X 0 0 0 Kimberly Faust Director 2.0 40.0 X 0 434556 36253 Margaret Milius Director, began 5-2024 0.3 1.5 X 0 0 0 Mark Landreville Secretary, began 2-2024 0.3 1.5 X 0 0 0 Robb Gruman Director, ended 8-2024 0.3 1.5 X 0 0 0 Robert Walker Director 0.3 1.5 X 0 0 0 Susan Carlson-Weinberg Vice Chair 0.3 1.5 X 0 0 0 Thomas Hokr Secretary, ended 5-2024 0.3 1.5 X 0 0 0 Brett Anderson President 2.0 40.0 X 0 179724 5645 0 6337986 958557 false true false 0 2523 2523 Rent Revenue 531110 234412 234412 0 0 0 0 234412 4036 4036 0 0 0 0 0 Ancillary Services 900099 6550 6550 0 0 0 0 6550 247521 234412 0 10586 102220 17088 85132 510 510 7739 5157 2582 6162 1141 5021 25222 25222 11402 11402 17191 12476 4715 0 225 225 8396 5028 3368 121915 121915 112 112 89 89 86600 86600 Resident Supplies 6264 5700 564 Utilities, Repairs & Main 3192 3192 License/Memberships 2869 100 2769 0 0 0 0 400108 171797 228311 0 1000 9456 35326 51672 0 0 0 0 605 2072 3993538 1476409 2600173 2517129 0 0 248876 209446 2885980 2789775 19502 22460 2999 3486 13922 15528 0 0 660853 712184 697276 753658 X -63146 -130757 2251850 2166874 2188704 2036117 2885980 2789775 -152587 0 X false true true false X 194458 201627 210963 219836 236935 1063819 0 0 194458 201627 210963 219836 236935 1063819 0 1063819 19 6 0 2349 4036 6410 0 4660 5941 3960 3001 6550 24112 1094341 0 0.97211 0.97505 X Schedule A, Part II, Line 10 Other Income DESCRIPTION - LAUNDRY REVENUE, COLUMN A - 4316.0, COLUMN B - 5941.0, COLUMN C - 3699.0, COLUMN D - 2835.0, COLUMN E - 4279.0, COLUMN F - 21070.0; DESCRIPTION - LOST KEY REPLACEMENT, COLUMN A - , COLUMN B - , COLUMN C - , COLUMN D - 20.0, COLUMN E - 40.0, COLUMN F - 60.0; DESCRIPTION - OTHER, COLUMN A - 344.0, COLUMN B - , COLUMN C - 261.0, COLUMN D - 146.0, COLUMN E - 2231.0, COLUMN F - 2982.0; false true X 301000 301000 3630257 1424219 2206038 23214 19327 3887 39067 32863 6204 2517129 Reserve for Replacement and Residual 193818 Tenant Security Deposits 15628 209446 Federal Income Taxes I/C Payable 712184 712184 X 247521 0 0 247521 0 0 247521 400108 0 0 400108 0 0 400108 Schedule D, Part IV, Line 2b Explanation of escrow agreement Ebenezer Lakes Senior Housing holds in trust deposit amounts received by tenants upon move-in. The tenant deposits are maintained in an interest-bearing account separate from Ebenezer Lakes Senior Housing's accounts. Deposits are refunded, minus any amounts for repairs, when the tenant leaves the facility. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote The Project is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code and applicable Minnesota Statutes. Consequently, no provision has been made for income taxes. The Project's annual tax filings are subject to review by federal, state, and local authorities. The Project is not aware of any activities that would jeopardize its tax-exempt status. The Project is not aware of any activities that are subject to tax on unrelated business income or other excise taxes. false true false false false false false true false Todd Willett CFO, Treasurer 0 336459 0 67435 0 14518 0 13826 0 26852 0 459090 0 0 Jonathan Lundberg President, end 9-2024 0 270325 0 129473 0 51018 0 61242 0 9732 0 521790 0 47984 James Hereford Ex-Officio 0 1948464 0 2156120 0 749894 0 786517 0 18490 0 5659485 0 731606 Kimberly Faust Director 0 346396 0 85737 0 2423 0 13800 0 22453 0 470809 0 0 Brett Anderson President 0 159502 0 20000 0 222 0 1027 0 4618 0 185369 0 0 Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan THE FOLLOWING INDIVIDUALS PARTICIPATED IN A NONQUALIFIED RETIREMENT PLAN: JAMES HEREFORD, JONATHAN LUNDBERG DUE TO A VESTING EVENT, THE FOLLOWING INDIVIDUALS HAD INCOME IN PART VII AND SCHEDULE J RELATED TO A NONQUALIFIED RETIREMENT PLAN: JAMES HEREFORD $731,606 JONATHAN LUNDBERG $47,984 Schedule J, Part I, Line 7 Non-fixed payments Fairview Health Services provides lump sum financial awards based on system-wide, business unit and/or departments financial and quality measures. Annual goals, specifically tied to productivity and quality indicators, are set for the year and an incentive paid out annually if key goals and measures are achieved. Schedule J, Part I, Line 3 Related Org to establish compensation THE ORGANIZATION IS PART OF THE FAIRVIEW HEALTH SERVICES SYSTEM AND FAIRVIEW HEALTH SERVICES HUMAN RESOURCES USES COMPARABLES TO ESTABLISH COMPENSATION FOR THE CEO/EXECUTIVE DIRECTOR ACCORDING TO MARKET STANDARDS. Schedule J, Part I, Line 4b Other additional Information The non-qualified plan (the plan) is only open to a select group of highly compensated employees. The plan contributes the difference of what 403(b) employer contributions were missed for participants who earn more than the IRS limit on eligible compensation for qualitied retirement plans. Participants may not elect to defer compensation. Contributions will be made in the form of a credit to the participant's account, within 60 days after a participant becomes vested in a contribution. The plan shall pay to the participant an amount equal to the amount the participant is required to pay federal, state, local and foreign income taxes and employment taxes due to the vesting. The remaining amount in the participant's account shall not be paid until the separation from services payment date. A participant's account shall be distributed in cash. The plan complies with Section 457(f) of the IRS code. Form 990, Part V, Line 1a Additional Information All cash disbursements are centralized through a related organization, Ebenezer Society. Therefore the related organization, Ebenezer Society, makes the payment and files the related Form 1099's and Form 1096 instead of this organization. Form 990, Part V, Line 2a Additional Information Ebenezer Lakes Senior Housing leases employees from a related organization, Ebenezer Society, a 501(c)(3) tax-exempt, non-profit organization. Therefore, Ebenezer Society files the appropriate W-3 and related W-2 tax forms for these individuals instead of Ebenezer Lakes Senior Housing. The leased employee compensation on the Ebenezer Lakes Senior Housing Form 990 Part VII and Schedule J is reported as compensation paid by related organization, Ebenezer Society. Form 990, Part V, Line 15 Section 4690 tax Fairview health Services, a related 501(c)3 tax-exempt organization, files and remits all related section 4960 excise tax on Form 4720 for the system. Form 990, Part VI, Line 3 Delegation of management duties EBENEZER LAKES SENIOR HOUSING IS MANAGED BY EBENEZER SOCIETY EMPLOYEES. Form 990, Part VI, Line 6 Classes of members or stockholders Ebenezer Society, a Minnesota Nonprofit Organization, is the sole member of Ebenezer Lakes Senior Housing. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body Ebenezer Society, the sole member, appoints all directors. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders The following actions must be approved by Ebenezer Society, the sole member: (A) All amendments to the articles of incorporation and bylaws; (B) All capital budgets of the organization and all other entities directly or indirectly controlled by this organization, and all major capital expenditures before funds are expended therefore; (C) All operating budgets of this organization and all other entities directly or indirectly controlled by this organization, before authorized expenditures may be made therefrom; (D) Strategic plans of this organization and all other entities directly or indirectly controlled by this organization; (E) The incurring of any long term debt of this organization and all other entities directly or indirectly controlled by this organization, other than intra-system of refinancing debt; (F) All human resources and benefit policies;(G) Any major risk contracting agreements, which for these purposes means any contract that deals with capitation or a similar risk bearing concept; (H) Any merger, consolidation, or total or partial dissolution; (I) The number of directors; and (J) Any governance and action of the type set forth in subparagraphs (A) and (F) through (I) above as proposed by the board of directors of any entity directly controlled by this organization to the extent that the governing documents of such entity give this organization or the board a right to approval over such governance action. Form 990, Part VI, Line 11b Review of form 990 by governing body The Tax Department conducts a detailed review of the completed return. The return is also reviewed by the President and CFO. The Form 990 is subsequently presented to the Board of Directors. Upon approval from the Board of Directors, the Form 990 is filed. Form 990, Part VI, Line 12c Conflict of interest policy Managers, Directors and senior management are required to annually complete a Duty of Loyalty and Conflict of Interest Statement in compliance with Fairview's system Conflict of Interest Policy. Disclosures are reviewed by the compliance department. Any conflicts of interest by board members are brought to the board for review. Form 990, Part VI, Line 15a Process to establish compensation of top management official The determination of executive compensation of the organization is processed by the Fairview System Human Resources Committee and includes a review of comparability data, review by independent experts and contemporaneous substantiation of the deliberation and decision process. Form 990, Part VI, Line 15b Process to establish compensation of other employees The determination of executive compensation of the organization is processed by the Fairview System Human Resources Committee and includes a review of comparability data, review by independent experts and contemporaneous substantiation of the deliberation and decision process. Form 990, Part VI, Line 19 Required documents available to the public This organization makes its governing documents, conflict of interest policy and financial statements available to the public upon request and inspection of the documents is available at the corporate finance department. Form 990, Part VII, Section B, Line 1 Additional Information Form 1099's were filed by a related organization Ebenezer Society, a 501(c)(3) non-profit, tax-exempt organizations. Ebenezer Society reports the five highest compensated independent contractors for the system. Fairview Health Services 2450 Riverside Avenue Minneapolis MN 55454 410991680 Hospital MN 501(c)(3) 3 na false Ebenezer Society 7505 Metro Boulevard Suite 100 Edina MN 55439 410706141 Nursing MN 501(c)(3) 10 Fairview Health Services false Ebenezer Ridges Assisted Living 7505 Metro Boulevard Suite 100 Edina MN 55439 411964691 Assisted MN 501(c)(3) 10 Ebenezer Society false Ebenezer Ridges 7505 Metro Boulevard Suite 100 Edina MN 55439 411287792 Nursing MN 501(c)(3) 10 Ebenezer Society false Ebenezer Society Foundation 7505 Metro Boulevard Suite 100 Edina MN 55439 411356565 Foundation MN 501(c)(3) 7 Ebenezer Society false Ebenezer Ridge Point Apartments 7505 Metro Boulevard Suite 100 Edina MN 55439 411769727 Housing MN 501(c)(3) 10 Ebenezer Society false Ebenezer Towers 7505 Metro Boulevard Suite 100 Edina MN 55439 237005359 Housing MN 501(c)(3) 10 Ebenezer Society false Ebenezer Lakes Assisted Living 7505 Metro Boulevard Suite 100 Edina MN 55439 412012560 Assisted MN 501(c)(3) 10 Ebenezer Society false Ebenezer Management Services Inc 7505 Metro Boulevard Suite 100 Edina MN 55439 411567046 Mgmt Svcs MN Ebenezer Society C Corporation false Ebenezer Development Inc 7505 Metro Blvd Suite 100 Edina MN 55439 883201659 Property Management MN Ebenezer Society C Corporation false false false true false false false false false false false false false true false true true false false false