2026-03-04T17:10:26-06:00 2025-06-30 410746749 CLIFTONLARSONALLEN LLP 121 WEST BRIDGE STREET OWATONNA MN 55060 990 2024-07-01 411306947 OUR LADY OF PEACE OURL 6516462797 2076 ST ANTHONY AVENUE ST PAUL MN 55104 JEFF THORNE PRESIDENT/CEO 6516462797 2026-02-26 1 0 JUSTIN HARTERT P02236744 5074467100 2026-01-27 2024 2025-03-06 01:10:19Z JEFF THORNE 2076 ST ANTHONY AVENUE ST PAUL MN 55104 15431590 0 1 X WWW.OURLADYOFPEACEMN.ORG X 1941 MN TO PROVIDE END OF LIFE CARE TO PATIENTS WITH LIMITED FINANCIAL RESOURCES AS WELL AS PROVIDE HOME HEALTH SERVICES TO PATIENTS IN THE COMMUNITY. 18 18 206 115 0 0 3215690 5020067 8658689 8416305 1762727 1989295 -30889 -30514 13606217 15395153 0 0 0 0 10188777 10586977 0 0 455261 3687439 3531685 13876216 14118662 -269999 1276491 30344018 30968135 978537 1009358 29365481 29958777 X CALLED BY GOD, OUR LADY OF PEACE GENTLY COMFORTS AND CARES FOR THOSE MOST IN NEED NEAR THE END OF THEIR LIVES, WHEREVER THEY CALL HOME, REGARDLESS OF MEANS. 0 1 9655998 0 7571312 HOSPICE - OUR LADY OF PEACE OFFERS HOSPICE SERVICES TO THOSE IN NEED WHO ARE LIVING AT HOME, IN SENIOR COMMUNITIES, IN LONG-TERM CARE FACILITIES, AND AT OUR LADY OF PEACE RESIDENTIAL HOSPICE. OUR HOSPICE CARE TEAM MAKES OUR PATIENTS' FINAL DAYS, WEEKS OR MONTHS AS PEACEFUL AND COMFORTABLE AS POSSIBLE.WE PROVIDE A WIDE RANGE OF CARE OPTIONS - INCLUDING SKILLED NURSING, PAIN AND SYMPTOM MANAGEMENT, SPIRITUAL CARE, SOCIAL SERVICES, BEREAVEMENT SUPPORT, MASSAGE THERAPY, MUSIC THERAPY, VOLUNTEER SERVICES AND MORE. 1077653 0 844993 HOME CARE - OFFERING A WIDE RANGE OF IN-HOME SERVICES; INCLUDING SKILLED NURSING, WOUND CARE, PHYSICAL AND OCCUPATIONAL THERAPY, MEDICATION MANAGEMENT, PALLIATIVE CARE AND MORE. EVERYTHING WE DO IS AIMED AT IMPROVING PHYSICAL AND EMOTIONAL WELL-BEING, PROTECTING DIGNITY AND MAKING LIFE AT HOME MORE MANAGEABLE. 10733651 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 38 0 1 206 1 0 0 0 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MN X SHEILA BETHKE 6517895020 2076 SAINT ANTHONY AVE ST PAUL MN 55104 GREG CASH BOARD CHAIR 1.00 X X 0 0 0 KELLY REGAN VICE CHAIR 1.00 X X 0 0 0 RICHARD EASTON SECRETARY 1.00 X X 0 0 0 MARK MEYER TREASURER 1.00 X X 0 0 0 ANNASTACIA BELLADONNA-CARRERA BOARD MEMBER 1.00 X 0 0 0 DOUGLAS BRUCE BOARD MEMBER 1.00 X 0 0 0 KIM CASH BOARD MEMBER 1.00 X 0 0 0 KAREN CASPER-ROBESON BOARD MEMBER 1.00 X 0 0 0 BILL FOUSSARD BOARD MEMBER 1.00 X 0 0 0 THOMAS KLAS BOARD MEMBER 1.00 X 0 0 0 FR JOHN MALONE BOARD MEMBER 1.00 X 0 0 0 NANCY MOELLER BOARD MEMBER 1.00 X 0 0 0 JAMES OLSEN BOARD MEMBER 1.00 X 0 0 0 KENNETH SCHAEFER BOARD MEMBER 1.00 X 0 0 0 DEBORAH PAONE BOARD MEMBER 1.00 X 0 0 0 CARRIE TREPTOW BOARD MEMBER 1.00 X 0 0 0 ANGIE SWETLAND BOARD MEMBER 1.00 X 0 0 0 MOLLY STORMONT BOARD MEMBER 1.00 X 0 0 0 JEFFREY THORNE CEO 40.00 X 237190 0 66969 SHEILA BETHKE CONTROLLER 40.00 X 138122 0 34497 DR MICHAEL PINCHBACK MEDICAL DIRECTOR 40.00 X 275055 0 40154 ELIZABETH KAKACH PHARMACIST 37.00 X 154469 0 40325 NANCY LARSON HOSPICE/HCARE DIRECTOR 40.00 X 131238 0 19890 LISA SWEENEY FUND DEVELOPMENT DIRECTOR 40.00 X 117915 0 5889 MATHHEW STAFFORD DIRECTOR OF NURSING 40.00 X 114217 0 30725 1168206 0 238449 12 0 1 0 LIVE YOUR LIFE PHYSICAL THERAPY 10678 VERSAILLES BLVD WELLINGTON FL 33449 PHYSICAL THERAPY 170890 1 365724 71047 4583296 5020067 HOSPICE 624100 7571312 7571312 HOME HEALTH 621610 844993 844993 8416305 437693 437693 1551671 0 69 1551671 -69 1551602 1551602 0 365724 36368 -36368 -36368 EMPLOYEE/GUEST MEALS 900099 4738 4738 MISCELLANEOUS INCOME 900099 956 956 FOOT CARE 900099 160 160 5854 15395153 8416305 0 1958781 422971 422971 8181915 7160841 676087 344987 73600 61248 9401 2951 1304752 1085856 166601 52295 603739 502413 77119 24207 8796 8796 61140 61140 866283 241218 625065 163783 64038 68924 30821 80191 12800 67391 230110 79132 150978 144811 974 143837 37064 1560 35504 519440 250466 268974 65334 31503 33831 THERAPY SERVICES 835862 835862 MEDICAL SUPPLIES 293192 280746 12446 EQUIPMENT RENTAL/REPAIR 79075 43273 35802 DUES & SUBSCRIPTIONS 48030 48030 98574 81721 16853 14118662 10733651 2929750 455261 100 300 747894 443884 478766 167690 1488037 1715616 45457 63745 59470 76070 14941869 7383781 7167440 7558088 19586099 18838068 770755 2104674 30344018 30968135 978537 1009358 978537 1009358 X 27490399 26723972 1875082 3234805 29365481 29958777 30344018 30968135 X 1276491 -692719 9524 X X 0 1 X 1 0 X 7275593 7433512 2940459 3215690 5020067 25885321 7275593 7433512 2940459 3215690 5020067 25885321 2431084 23454237 317438 347897 453354 437555 437693 1993937 3912 4658 1432 3462 5854 19318 27898576 37516731 0.84070 0.82630 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 3,912. 2021 AMOUNT: $ 4,658. 2022 AMOUNT: $ 1,432. 2023 AMOUNT: $ 88. 2024 AMOUNT: $ 956. EMPLOYEE/GUESTS MEALS - 2023 AMOUNT: $ 3,374. 2024 AMOUNT: $ 4,738. FOOT CARE - 2024 AMOUNT: $ 160. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 716873 68050 50429 734493 287038 47385 -382450 716873 287038 30356 30356 287038 287038 1110 1100 287038 287038 2464 2464 287038 0.60000 0.40000 0.00000 0 0 11777519 4936593 6840926 277824 126123 151701 2865334 2321065 544269 21192 21192 7558088 TRUST RECEIVABLE 2104674 2104674 X 14748326 -692719 45892 -646827 15395153 0 15395153 14155030 36368 36368 14118662 0 14118662 PART V, LINE 4: THE ORGANIZATION HAS ADOPTED A POLICY FOR DISTRIBUTIONS OF EARNINGS ON THE INVESTMENTS OF THE ENDOWMENT FUND. THE PRINCIPAL OF THE ENDOWMENT FUND MUST NOT BE SPENT AND THE EARNINGS MAY ONLY BE SPENT WITH APPROVAL FROM THE BOARD. THE BOARD WILL NOT DESIGNATE A SCHEDULED AMOUNT TO BE SPENT FROM THE EARNINGS EACH YEAR; INSTEAD, IT WILL SPEND ANY EARNINGS FROM EITHER FUND ONLY WHEN AN OPPORTUNITY ARISES TO BENEFIT THE ORGANIZATION. REGARDING OLP'S ENDOWMENT SUPPORTING HOSPICE SERVICES, THE BOARD INTENDS THAT THE EARNINGS BE USED EACH YEAR TO SUPPORT OPERATIONS. AT NO TIME WILL DISTRIBUTIONS FROM THE ENDOWMENT FUND REDUCE THEIR VALUE BELOW DONOR CONTRIBUTIONS. PART X, LINE 2: THE ORGANIZATION BELIEVES 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 ORGANIZATION WOULD RECOGNIZE FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS AND LIABILITIES IN INCOME TAX EXPENSE IF SUCH INTEREST AND PENALTIES ARE CORRECT. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN THE FAIR VALUE OF CHARITABLE REMAINDER UNITRUST 9,524. FUNDRAISING EXPENSES 36,368. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 36,368. BUTTERFLY MEMORIAL EVENT 44348 44348 1070 525 8999 FRIENDS OF OUR LADY LUNCHEON 258219 258219 16800 791 261 1 63156 63156 1272 400 6250 365723 365723 19142 1716 15510 36368 -36368 X 0 0 X X X 0 0 0 0 0 0 0 0 0 DR MICHAEL PINCHBACK MEDICAL DIRECTOR 264628 0 10427 0 0 0 6920 0 33234 0 315209 0 0 0 JEFFREY THORNE CEO 237190 0 0 0 0 0 6114 0 60855 0 304159 0 0 0 ELIZABETH KAKACH PHARMACIST 154469 0 0 0 0 0 3107 0 37218 0 194794 0 0 0 SHEILA BETHKE CONTROLLER 138122 0 0 0 0 0 3453 0 31044 0 172619 0 0 0 NANCY LARSON HOSPICE/HCARE DIRECTOR 131238 0 0 0 0 0 3281 0 16609 0 151128 0 0 0 FORM 990, PART III, LINE 3 OUR LADY OF PEACE TRANSFERRED OWNERSHIP OF HIGHLAND BLOCK NURSE PROGRAM TO NEIGHBORHOOD NETWORK FOR SENIORS AS OF 06/30/2024. FORM 990, PART VI, SECTION A, LINE 1A THE BOARD DELEGATES FINANCIAL DETERMINATIONS TO THE FINANCE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 AND CHARITABLE ORGANIZATION REPORTS WERE PREPARED BY OUR LADY OF PEACE'S EXTERNAL AUDITING FIRM WITH THE ASSISTANCE OF THE PRESIDENT/CEO AND CONTROLLER OF OUR LADY OF PEACE. UPON COMPLETION OF THE PREPARATION OF THE FORM 990, A COPY OF THE FORM 990 WAS GIVEN TO THE FINANCE COMMITTEE AND THE FULL BOARD OF DIRECTORS FOR REVIEW AND APPROVAL PRIOR TO SUBMITTING TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE OUR LADY OF PEACE PRESIDENT/CEO WILL REQUEST IF THERE ARE ANY CONFLICT OF INTERESTS ANNUALLY OF ALL DIRECTORS, OFFICERS AND MANAGEMENT EMPLOYEES BY MEANS OF A QUESTIONNAIRE. THE STATEMENT WILL BE UPDATED ANNUALLY AT THE TIME OF THE CORPORATION'S ANNUAL MEETING. THE OUR LADY OF PEACE PRESIDENT/CEO WILL REVIEW THE STATEMENTS AND MAKE A REPORT TO THE BOARD REGARDING THE CONTENT OF SUCH. ANY CONFLICT OF INTEREST OR POSSIBLE CONFLICTS OF INTEREST ON THE PART OF AN INDIVIDUAL SHOULD BE DISCLOSED TO THE BOARD AND MADE A MATTER OF RECORD, EITHER THROUGH THE ANNUAL QUESTIONNAIRE PROCEDURE OR WHEN THE INTEREST BECOMES A MATTER OF BOARD ACTION. ANY INDIVIDUAL HAVING A CONFLICT OF INTEREST OR POSSIBLE CONFLICTS OF INTEREST ON ANY MATTER SHOULD NOT VOTE OR USE PERSONAL INFLUENCE ON THE MATTER. THE MINUTES OF THE MEETING SHOULD REFLECT THAT A DISCLOSURE WAS MADE AND THE INDIVIDUAL'S ABSTENTION FROM VOTING. THE PRESIDENT/CEO OF OUR LADY OF PEACE WILL PRESENT A SUMMARY OF THE DECLARED POTENTIAL CONFLICT OF INTEREST TO THE BOARD. THIS REPORT WILL BECOME A PART OF THE MINUTES OF SUCH BOARD MEETINGS. FORM 990, PART VI, SECTION B, LINE 15 TO ENSURE REASONABLENESS OF EXECUTIVE PAY, THE BOARD OF DIRECTORS BENCHMARKS THE PRESIDENT/CEO'S COMPENSATION AGAINST INDUSTRY-STANDARD SURVEYS FOR SIMILAR-SIZED ORGANIZATIONS IN OUR MARKET. THIS DATA IS INTEGRATED INTO THE ANNUAL BUDGET REVIEW BY THE FINANCE COMMITTEE AND RATIFIED BY THE FULL BOARD. THE BOARD CHAIRPERSON LEADS A FORMAL ANNUAL EVALUATION OF THE PRESIDENT/CEO, THE RESULTS OF WHICH ARE REVIEWED BY THE FULL BOARD TO JUSTIFY AND AUTHORIZE ANY ADJUSTMENTS TO COMPENSATION. THE LAST REVIEW WAS DONE IN 2025. OFFICER AND OTHER KEY EMPLOYEES COMPENSATION IS BASED ON EXTERNAL SURVEYS AND MERIT. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN FAIR VALUE OF BENEFICIAL INTEREST IN CHARITABLE TRUST 9,524. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.