2026-08-07T11:53:50-05:00 2025-09-30 410746749 CLIFTONLARSONALLEN LLP 2689 COMMERCE DRIVE NW SUITE 201 ROCHESTER MN 55901 990 2024-10-01 410859697 ST MARK'S LUTHERAN HOME STMA 5074374594 400 15TH AVENUE SW AUSTIN MN 55912 BRAD JOHNSON PRESIDENT 5074374594 2026-08-03 1 0 KATHERINE LUTZKE CPA P01760889 5072802300 2026-08-03 2024 2025-03-06 01:10:19Z BRAD JOHNSON 400 15TH AVENUE SW AUSTIN MN 55912 8836961 0 9386 X WWW.STMARKSLIVING.ORG X 1963 MN ST. MARK'S IS DEDICATED TO PROVIDE A CONTINUUM OF SERVICES IN THE SPIRIT OF GOD'S LOVE. 9 9 184 9 0 0 201647 1005 7917521 8701727 35233 30972 1311816 103257 9466217 8836961 7761 474 0 0 5294701 4833871 0 0 0 5316177 4414272 10618639 9248617 -1152422 -411656 8305119 8436312 17263190 17883278 -8958071 -9446966 ST. MARK'S IS DEDICATED TO PROVIDE A CONTINUUM OF SERVICES IN THE SPIRIT OF GOD'S LOVE. THESE SERVICES ARE DESIGNED TO PROMOTE PHYSICAL, EMOTIONAL, MENTAL, SOCIAL, AND SPIRITUAL HEALTH. 0 0 8535123 474 8701727 PROVISION OF HOUSING AND NURSING CARE TO THE ELDERLY BY OPERATING A 57 BED LICENSED NURSING FACILITY ALONG WITH 48 BED INDEPENDENT HOUSING, 25 BED ASSISTED LIVING, AND 26 BED MEMORY CARE FACILITIES. 8535123 1 0 0 0 0 0 0 0 1 0 1 0 0 1 1 0 0 0 0 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 0 0 1 1 0 0 0 1 21 0 184 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 1 0 0 1 1 1 1 0 0 0 1 1 1 1 1 1 1 0 0 MN X CRAIG RITTER 3203020192 PO BOX 319 ROYALTON MN 56373 BRAD JOHNSON PRESIDENT 1.00 1.00 X X 0 0 0 JOHN GRAY JR VICE PRESIDENT 1.00 1.00 X X 0 0 0 JAMES BRAATEN TREASURER 1.00 1.00 X X 0 0 0 NANCY DONAHUE SECRETARY 1.00 1.00 X X 0 0 0 HARLAN NELSON DIRECTOR 1.00 1.00 X 0 0 0 CONNIE SIMONSON DIRECTOR 1.00 1.00 X 0 0 0 DUANE DAHLBACK DIRECTOR 1.00 1.00 X 0 0 0 GAYLE GULLICKSON DIRECTOR 1.00 1.00 X 0 0 0 EMILY BRANDENBURG DIRECTOR 1.00 1.00 X 0 0 0 CRYSTAL ELLEFSON ADMINISTRATOR 40.00 0.00 X 53639 0 0 ELIJAH ANURI CNA 65.00 0.00 X 126180 0 0 SHERRY HEARD DON 40.00 0.00 X 114102 0 0 JOSEPHINE JOHNSON LPN 60.00 0.00 X 105638 0 0 399559 0 0 3 0 0 0 0 1005 1005 RESIDENT REVENUE 623000 8271459 8271459 SMA REVENUES 623000 430268 430268 8701727 30972 30972 MISCELLANEOUS INCOME 900099 82425 82425 EMPLOYEE/GUEST MEALS 900099 17556 17556 BEAUTY SHOP INCOME 812900 1640 1640 1636 1636 103257 8836961 8701727 0 134229 X 474 474 126602 126602 4331929 4331929 -361014 -361014 375409 375409 360945 360945 419077 419077 1018148 1018148 47748 47748 7318 7318 64909 64909 370671 370671 3718 3718 7038 7038 680703 680703 569145 569145 166613 166613 FOOD COST 249965 249965 BED SURCHARGE 154825 154825 MISCELLANEOUS EXPENSE 145762 145021 741 PHARMACY 140985 140985 367647 367597 50 9248617 8535123 713494 0 16479 374865 0 1867 1002173 859384 0 11520 20925464 14716147 6667381 6209317 619086 979359 8305119 8436312 2854182 2501132 118128 118129 14232771 15199134 58109 64883 17263190 17883278 X -8958071 -9446966 -8958071 -9446966 8305119 8436312 -411656 -77239 0 X 0 0 0 X 868584 58827 557941 201647 1005 1688004 8102981 7112427 7814842 7917521 8701727 39649498 8971565 7171254 8372783 8119168 8702732 41337502 0 0 0 41337502 3802 4513 38313 35233 30972 112833 3802 4513 38313 35233 30972 112833 30830 28425 450103 1311816 103257 1924431 9006197 7204192 8861199 9466217 8836961 43374766 0.95300 0.95610 0.00260 0.00210 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISC INCOME - 2020 AMOUNT: $ 30,830. 2021 AMOUNT: $ 28,425. 2022 AMOUNT: $ 450,103. 2023 AMOUNT: $ 1,311,816. 2024 AMOUNT: $ 103,257. 0 1 X 56863 56863 17605869 12415329 5190540 3121195 2201008 920187 141537 99810 41727 6209317 SECURITY DEPOSITS 26929 BOND FUNDS 932860 RESIDENT TRUST 6080 CAPITAL IMPROVEMENT FUND 13490 979359 TENANT SECURITY DEPOSITS 56936 DUE TO RELATED PARTY 2 RESIDENT TRUST FUNDS 7945 64883 PART IV, LINE 2B: NURSING HOME RESIDENT FUNDS AND TENANT SECURITY DEPOSITS. A AUSTIN HOUSING AND REDEVELOPMENT AUTHORITY 410983566 05225MBE8 2017-12-28 14726856 TO REFINANCE SERIES 2011 TAX-EXEMPT BOND ISSUE. 0 0 0 A 487722 14726856 75000 14726856 2017 1 0 1 1 A 0 0 0 0 0 0 1 A 0 1 0 0 0 0 0 0 1 A 0 SCHEDULE K, PART V: THE ORGANIZATION IS CONSIDERING ADOPTING THESE WRITTEN PROCEDURES. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE OFFICERS OF THE BOARD OF DIRECTORS. DURING INTERVALS BETWEEN MEETINGS OF THE BOARD OF DIRECTORS, THE EXECUTIVE COMMITTEE SHALL HAVE AND MAY EXERCISE ALL OF THE AUTHORITY OF THE BOARD OF DIRECTORS IN THE MANAGEMENT OF THE FILING ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 3 PARTNERS SENIOR LIVING OPTIONS IS THE MANAGEMENT COMPANY FOR ST. MARK'S. FORM 990, PART VI, SECTION A, LINE 6 NON-VOTING CORPORATE MEMBERS OF THE FILING ORGANIZATION SHALL CONSIST OF MEMBERS OF THE CONGREGATIONS ELECTING TO PARTICIPATING AND BELONGING TO THE SOUTHEASTERN MINNESOTA SYNOD OF THE EVANGELICAL LUTHERAN CHURCH IN AMERICA. THE CORPORATE VOTING MEMBERS OF THE FILING ORGANIZATION SHALL CONSIST OF ALL PASTORS OF THE CONGREGATIONS ELECTING TO PARTICIPATE AND TWO LAY DELEGATES SELECTED BY EACH SUCH CONGREGATION. FORM 990, PART VI, SECTION A, LINE 7A AT EACH ANNUAL MEETING, THE CORPORATE MEMBERS WILL ELECT AT LEAST A MAJORITY TO THE FILING ORGANIZATION'S BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B PROPOSED CHANGES IN THE ARTICLES OF INCORPORATION OR BYLAWS THAT RELATE TO AFFILIATION WITH THE EVANGELICAL LUTHERAN CHURCH IN AMERICA AND/OR RECOGNITION BY THE LUTHERAN CHURCH-MISSOURI SYNOD WILL BE SUBMITTED TO THE CORPORATE MEMBERS FOR THEIR APPROVAL. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS WILL REVIEW AND APPROVE THE 990, AND GIVE AUTHORITY TO THE BOARD PRESIDENT TO SIGN ON BEHALF OF THE BOARD UPON REVIEW. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS AND KEY EMPLOYEES ANNUALLY COMPLETE A SURVEY RELATED TO BUSINESS RELATIONSHIPS AND FAMILY MEMBERS THAT COULD, OR DO, CREATE A CONFLICT OF INTEREST. THESE ARE SUMMARIZED AND FILED ALONG WITH THE BOARD MEETING MINUTES. CONFLICTS OF INTEREST ARE DETERMINED BY A REVIEW OF THE POTENTIAL CONFLICTS BY THE ADMINISTRATOR AND THE BOARD OF DIRECTORS. IF A CONFLICT EXISTS, THEN THE CONFLICTED BOARD MEMBER OR KEY EMPLOYEE IS EXCLUDED FROM DISCUSSION AND VOTES RELATED TO ANY POTENTIAL OR EXISTING RELATIONSHIPS INVOLVING THE CONFLICT OF INTEREST. IF IT IS DETERMINED THAT A CONFLICT OF INTEREST WAS INTENTIONALLY HIDDEN BY A BOARD MEMBER, THEN THE SITUATION WOULD BE INVESTIGATED AND THE BOARD MEMBER COULD BE SUSPENDED AND SUBJECT TO DISMISSAL. ADDITIONALLY, THE REMAINING BOARD MEMBERS AND KEY EMPLOYEES WILL REVIEW, FOR FAIRNESS, ALL TRANSACTIONS BACK TO THE TIME THE CONFLICT BECAME RELEVANT. IF A TRANSACTION APPEARS TO LACK ARMS-LENGTH, EITHER TO THE DETRIMENT OF THE ORGANIZATION, OR TO THE UNFAIR ADVANTAGE OF THE BOARD MEMBER, THEN ALL LEGAL REMEDIES WILL BE CONSIDERED. FORM 990, PART VI, SECTION B, LINE 15A ST. MARK'S LUTHERAN HOME HAS AN INDEPENDENT CONTRACTOR ARRANGEMENT WITH A MANAGEMENT COMPANY NAMED PARTNERS SENIOR LIVING OPTIONS, LLC. THE MANAGEMENT COMPANY UTILIZES MARKET RESEARCH AND AREA TRENDS TO DETERMINE COMPENSATION IN LINE WITH INDUSTRY NORMS. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2025. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE IN THE ADMINISTRATIVE OFFICE UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER FEES: PROGRAM SERVICE EXPENSES 250,289. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 250,289. PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 211,803. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 211,803. NURSING POOL: PROGRAM SERVICE EXPENSES 556,056. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 556,056. ST MARK'S FOUNDATION INC 400 15TH AVENUE SW AUSTIN MN 55912 411374304 PROVISION OF BENEFITS AND SUPPORT TO ST. MARK'S LUTHERAN HOME MN 501(C)(3) LINE 12B, II ST MARK'S LUTHERAN HOME 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0