2024-11-14T20:13:55-06:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 220 S 6TH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2023-01-01 411302004 THE GOOD SHEPHERD LUTHERAN FOUNDATION INC GOOD 3202526525 1115 4TH AVENUE NORTH SAUK RAPIDS MN 56379 MICHAEL STORDAHL PRESIDENT/CEO 3202526525 2024-11-13 1 1 CHRISTOPHER STEINHOFF P01587351 6123764500 2024-11-13 2023 2024-10-15 13:58:12Z MICHAEL STORDAHL 1115 4TH AVENUE NORTH SAUK RAPIDS MN 56379 547099 0 X WWW.GOODSHEPHERDCAMPUS.ORG X 1977 MN TO SUPPORT GOOD SHEPHERD LUTHERAN HOME OF SAUK RAPIDS, MINNESOTA AND ITS AFFILIATES. 12 12 0 15 0 0 67045 73402 0 0 79492 124743 -7588 -5478 138949 192667 164182 137779 0 0 0 0 0 0 0 58902 35525 223084 173304 -84135 19363 2502669 2667477 907131 890661 1595538 1776816 X THE GOOD SHEPHERD FOUNDATION ("FOUNDATION") IS DEDICATED TO THE CARE, COMFORT, AND COMPASSION OF THE AGING POPULATION SERVED BY THE GOOD SHEPHERD LUTHERAN HOME & AFFILIATES. THROUGH ACTIVE FUND DEVELOPMENT EFFORTS, SPECIAL EVENTS, INVESTMENT STRATEGIES, SPECIAL PROGRAMMING, COMMUNITY PARTNERSHIPS AND THE GRANTING OF FUNDS, WE ENHANCE AND ENRICH THE LIVES OF THOSE ENTRUSTED TO OUR CARE. 0 0 137779 137779 0 MANY GRACIOUS DONATIONS TO OUR GREATEST NEEDS FUND LENT SUPPORT IN THE ABILITY OF OUR FOUNDATION TO PROVIDE CAMPUS IMPROVEMENTS, INNOVATIVE PROGRAMMING, AND ENHANCED SERVICES TO MEET STAFF AND RESIDENT NEEDS. THIS INCLUDED, BUT IS NOT LIMITED TO COURT GAZEBO UPDATES, STAFF APPRECIATION AND RESIDENT EVENTS WITH TREATS, MOTHER'S DAY CARNATIONS, VETERANS DAY CAKE, AND CONTRIBUTIONS OF HOSPITALITY AND GIVE-A-WAYS FOR OUR 60TH ANNIVERSARY CELEBRATION. IN ADDITION, FOUNDATION SUPPORT FROM LEGACY DONORS WHO GRACIOUSLY INSPIRED THE TRANSFORMATION OF OUR BEATY SHOP TO WHAT IS NOW "SHEPHERD SALON" EXTENDS A REFRESHING, RELAXING AND REVIVING OPPORTUNITY FOR RESIDENTS. WITH NEW STATIONS DESIGNED WITH OUR RESIDENTS IN MIND, COZY COLORS, ENHANCED LIGHTING, UPDATED FURNISHINGS THAT OFFER AN INVITING WELCOMING AREA, THE SHEPHERD SALON IS NOW A PLACE TO REJUVENATE WEEKLY WITH BEAUTY SERVICES AVAILABLE RIGHT ON OUR CAMPUS. THE FOUNDATION UTILIZED SHEPHERD OF GRACE (SOG) RESTRICTED FUNDS AND CONTRIBUTION INCOME TO FURTHER SUPPORT A REMARKABLE RENOVATION AND FURNISHING IMPROVEMENTS IN THE SOG MEMORY COTTAGES. ENHANCEMENTS TO CREATE A WELCOMING LIVING SPACE WITH COMFORTABLE SEATING, SOOTHING COLORS AND BEAUTIFUL ARTWORK PLUS A DINING AREA THAT IS NO LONGER JUST A PLACE TO EAT HAS NOW BECOME A HUB OF WARMTH AND COMMUNITY. THESE IMPROVEMENTS HAVE SUPPORTED SOG TO STAY COMPETITIVE WITHIN THE SENIOR HOUSING MARKET, OFFER IMPROVED SAFETY, ADDED AN ENHANCED HOME-LIKE ATMOSPHERE AND SOCIALIZATION OPPORTUNITIES FOR ALL. AS A RESULT, INCREASED CENSUS HAS BEEN ACHIEVED. MEMORIALS ALLOWED THE FOUNDATION TO CONTINUE TO EXTEND REMEMBRANCE OF THOSE DEPARTED WITH THE ADDITION OF MEMORY STONES PLACED IN OUR SERENITY GARDEN AND GARDEN BOX IMPROVEMENTS. MUSIC AND MEMORY FUNDS SUPPORTED OUR ABILITY TO CONTINUE OUR ANNUAL SUBSCRIPTION THAT ALLOWS STAFF TO EXTEND MUSIC TO RESIDENTS THAT HELPS TO ELEVATE MOOD AND MANAGE BEHAVIORS IN ALL SETTINGS, WITH A FOCUS ON MEMORY CARE. RESIDENT NEEDS WERE MET BY THE FOUNDATION'S WORK TO PARTNER WITH MANY AREA COMMUNITY MEMBERS AND BUSINESSES. FOR EXAMPLE, PUMPKIN DONATIONS FOR DECORATING CONTESTS, FOOD FOR JULY RESIDENT PICNIC AND 60TH ANNUAL CELEBRATION, WALKER BAGS, WEIGHTED BLANKETS, PLANTINGS IN OUR RAISED GARDEN AREAS, LARGE PRINT COLORING/CROSSWORD BOOKS, GRIP STOCKINGS AND RAZONS WERE GIFTED TO SUPPORT AGING GRACEFULLY. RESIDENT ACTIVITIES AND RECREATION SUPPORT THROUGH OUR CAMPUSWIDE RECREATION FUND WAS EXTENDED THROUGHOUT BOTH NURSING HOME AND HOUSING AREAS IN BOTH SAUK RAPIDS AND THE SHEPHERD OF GRACE CAMPUS IN BECKER. RESIDENTS ENJOYED A STEM BAR, SEASONAL FLOWERS AND CRAFTING ACTIVITIES. ELVIS PERFORMED FOR MULTIPLE AREAS, A PETTING ZOO VISITED AND SINGING SAINTS CHORUS PERFORMED MULTIPLE TIMES FOR RESIDENTS. THE RAPTOR VISIT WAS POSTPONED DUE TO COVID RESTRICTIONS. THE FOUNDATION ONCE AGAIN SUPPORTED TEAM PRAISE AND APPRECIATION THROUGH AN ANNUAL EMPLOYEE RECOGNITION PROGRAM, MILLER MISSION AWARD. THIS PROGRAM OFFERED 6 NOMINATED AND CHOSEN STAFF MEMBERS WHO EXCEEDED IN OUTSTANDING SERVICE, RESPECT, POSITIVE ATTITUDE, TRUSTWORTHINESS AND CREATIVE LEADERSHIP AN OPPORTUNITY TO EACH RECEIVE AN AWARD OF $1,000. IN ADDITION, THIS PROGRAM RECOGNIZED ALL WHO WERE NOMINATED, NOMINATORS AND SUPERVISORS WITH A LUNCHEON. ALSO OFFERED WAS A STAFF APPRECIATION BEVERAGE BAR TO PROMOTE PROGRAMS AND ENCOURAGE NOMINATIONS. THE EMPLOYEE ASSISTANCE PROGRAM CONTINUED TO SUPPORT THE NEEDS OF OUR EMPLOYEES SUFFERING A CATASTROPHIC OR LIFE-CHANGING EVENT. EMPLOYEES IN THIS SCENARIO MAY APPLY AND QUALIFY TO RECEIVE A LOAN OR GRANT BASED ON CRITERIA DETERMINED TO MAKE A DIFFERENCE IN THEIR ABILITY TO RECOVER AND CONTINUE SUCCESSFUL PERFORMANCE RESPONSIBILITIES AT GOOD SHEPHERD. 137779 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 3 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 MN X X KRISTA MARTINI 3202593490 1115 4TH AVENUE NORTH SAUK RAPIDS MN 56379 MIKE FITCH CHAIR 1.00 1.00 X X 0 0 0 DAVID ZOELLER VICE CHAIR 1.00 1.00 X X 0 0 0 BARB MAHNKE TREASURER 1.00 2.50 X X 0 0 0 PAUL CLOETER SECRETARY 1.00 1.00 X X 0 0 0 DAVID STROHSCHEIN BOARD MEMBER 1.00 1.00 X 0 0 0 LOIS PERLEBERG BOARD MEMBER 1.00 2.50 X 0 0 0 JENNIFER MACHULA BOARD MEMBER 1.00 1.00 X 0 0 0 DOROTHY KERSTEN BOARD MEMBER 1.00 1.00 X 0 0 0 DENNIS STUDENSKI BOARD MEMBER 1.00 1.00 X 0 0 0 BARRY KIRCHOFF BOARD MEMBER 1.00 1.00 X 0 0 0 CHERYL SCAPANSKI BOARD MEMBER 1.00 2.50 X 0 0 0 DENNIS BACON BOARD MEMBER 1.00 1.50 X 0 0 0 MORGAN KERN VP OF FINANCE/ CFO 3.00 37.00 X 0 98730 0 MICHAEL STORDAHL PRESIDENT/CEO/ADMINISTRATO 5.00 35.00 X 0 170840 24601 RHONDA POHL VP OF HUMAN RESOURCES 1.00 39.00 X 0 107933 14713 KRISTA MARTINI FINANCIAL MANAGER 0.50 37.00 X 0 126051 20558 0 503554 59872 0 0 1 0 0 47799 25603 73402 66906 66906 404639 346802 57837 57837 57837 0 47799 7630 -7630 -7630 MISCELLANEOUS REVENUE 900099 2152 2152 2152 192667 0 0 119265 137779 137779 18416 18416 3083 3083 583 583 4388 4388 9030 9030 MEMBERSHIP DUES 25 25 173304 137779 35525 0 69858 36602 63119 3352 2661 768 2367031 2626755 2502669 2667477 7512 20461 2373 886670 880776 907131 890661 X 1595538 1776816 1595538 1776816 2502669 2667477 19363 161915 0 X X 0 1 X 1 0 X X 1 GOOD SHEPHERD LUTHERAN HOME 410851905 10 1 137779 0 1 137779 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 ACCOUNT PAYABLE - NURSING FACILITY 844640 DUE TO RELATED ORGANIZATION 36136 880776 X PART X, LINE 2: THE GOOD SHEPHERD LUTHERAN FOUNDATION INC. IS EXEMPT FROM INCOME TAXES PURSUANT 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION IS NOT A PRIVATE FOUNDATION, AND CONTRIBUTIONS TO THE ORGANIZATION QUALIFY AS CHARITABLE DEDUCTIONS BY THE CONTRIBUTOR. THE ORGANIZATION FOLLOWS THE ACCOUNTING STANDARD FOR EVALUATING UNCERTAIN TAX POSITIONS. THE ORGANIZATION FILES INFORMATION RETURNS AS A TAX-EXEMPT ORGANIZATION. THE ORGANIZATION'S INFORMATION RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. GOLF TOURNAMENT 37515 37515 4084 12 37515 37515 4084 12 4096 -4096 1 GOOD SHEPHERD LUTHERAN HOME OF SAUK RAPIDS MINNESOTA 1115 4TH AVENUE NORTH SAUK RAPIDS MN 56379 410851905 501(C)(3) 137779 0 N/A N/A SUPPORT GENERAL OPERATIONS 1 0 PART I, LINE 2: THE GRANT LISTED IN PART II WAS MADE TO THE SOLE MEMBER, GOOD SHEPHERD LUTHERAN HOME OF SAUK RAPIDS, MINNESOTA, WHO IS UNDER COMMON MANAGEMENT. THE USE OF THESE FUNDS WAS MONITORED THROUGH THE INTERNAL FINANCIAL STATEMENT REPORTING PROCESS AND BOARD OVERSIGHT. 0 0 0 0 0 0 0 0 0 MICHAEL STORDAHL PRESIDENT/CEO/ADMINISTRATO 0 169617 0 1223 0 0 0 4655 0 19946 0 195441 0 0 PART I, LINE 3 GOOD SHEPHERD LUTHERAN HOME OF SAUK RAPIDS, MINNESOTA PAYS THE COMPENSATION FOR THE OFFICERS AND EMPLOYEES OF THE ORGANIZATION. GOOD SHEPHERD LUTHERAN HOME OF SAUK RAPIDS, MINNESOTA USES THE FOLLOWING WHEN DETERMINING COMPENSATION FOR OFFICERS AND EMPLOYEES: (1) COMPENSATION SURVEY OR STUDY, AND (2) APPROVAL BY BOARD OF DIRECTORS OR COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE IS MADE UP OF THE OFFICERS OF THE CORPORATION AND THE EXECUTIVE DIRECTOR AS EX-OFFICIO SHALL ACT ON BEHALF OF THE BOARD OF DIRECTORS IN THE NECESSITY TO COMPLETE CERTAIN BUSINESS OR LEGAL TRANSACTIONS THAT MAY REQUIRE BOARD ACTION BUT WHERE THE FULL BOARD IS UNABLE TO CONVENE. SUCH ACTION SHALL BE MEANS LIMITED BY THE BOARD AT ITS FIRST REGULARLY SCHEDULED MEETING OF THE FISCAL YEAR. ALL BUSINESS CONDUCTED BY THE EXECUTIVE COMMITTEE SHALL BE PRESENTED TO THE FULL BOARD AT ITS NEXT REGULARLY SCHEDULED MEETING. FORM 990, PART VI, SECTION A, LINE 6 GOOD SHEPHERD LUTHERAN HOME OF SAUK RAPIDS, MINNESOTA IS THE SOLE MEMBER. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS OF GOOD SHEPHERD LUTHERAN HOME OF SAUK RAPIDS, MINNESOTA ALSO MAKES UP THE BOARD OF DIRECTORS OF THE GOOD SHEPHERD LUTHERAN FOUNDATION, INC. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE DRAFT 990 WAS REVIEWED BY THE CEO & FINANCIAL MANAGER. THE DRAFT 990 WAS GIVEN TO THE BOARD FOR REVIEW PRIOR TO A BOARD MEETING PRIOR TO SUBMISSION TO THE IRS. THE BOARD VOTED TO APPROVE THE FORM 990 AT THAT TIME. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD MEMBERS, VICE PRESIDENTS, & CEO ARE REQUIRED TO COMPLETE AN ANNUAL CONFLICT OF INTEREST DISCLOSURE WHICH ARE REVIEWED ANNUALLY. THE CEO MONITORS FOR CONFLICTS AND DECIDES WHETHER A CONFLICT EXISTS. WHEN A CONFLICT EXISTS, IT IS ACKNOWLEDGED AND THE BOARD OF DIRECTORS IS NOTIFIED. THE INDIVIDUAL WITH THE CONFLICT IS UNABLE TO VOTE ON DECISIONS RELATED TO THAT CONFLICT. 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 XII, LINE 2C THE PROCESS FOR THE OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. GOOD SHEPHERD LUTHERAN HOME OF SAUK RAPIDS MINNESOTA 1115 4TH AVE N SAUK RAPIDS MN 56379 410851905 HOUSING SERVICES MN 501(C)(3) LINE 10 N/A 0 SHEPHERD OAK APARTMENTS INC 1115 4TH AVE N SAUK RAPIDS MN 56379 411773664 HOUSING FOR LOW INCOME SENIORS MN 501(C)(3) LINE 10 SEE SCHEDULE R - PART VII 0 SHEPHERD OAK WEST APARTMENTS INC 1115 4TH AVE N SAUK RAPIDS MN 56379 411870826 HOUSING FOR LOW INCOME SENIORS MN 501(C)(3) LINE 10 SEE SCHEDULE R - PART VII 0 GOOD SHEPHERD HOMES INC 1115 4TH AVE N SAUK RAPIDS MN 56379 411330247 HOUSING FOR LOW INCOME SENIORS MN 501(C)(3) LINE 10 SEE SCHEDULE R - PART VII 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 1 0 1 0 0 PART II, COLUMN F EXPLANATION OF DIRECT CONTROL: FOR ENTITIES IN PART II, ALL ARE DEEMED TO BE DIRECT CONTROLLING ENTITIES OF EACH OTHER FOR THE PURPOSES OF COLUMN (F) BECAUSE THERE IS OVERLAP IN THE BOARD MEMBERS OF EACH OF THESE ENTITIES.