Totals
- Total revenue
- $62,342,294
- Total expenses
- $53,853,563
- Contributions and grants received
- $10,404,560
- Grants paid
- $116,473
- Program service revenue
- $49,793,168
- Investment income
- $273,995
- Other revenue
- $1,870,571
- Total assets, end of year
- $77,703,739
- Total liabilities, end of year
- $49,389,393
- Net assets or fund balances, end of year
- $28,314,346
- Program services expenses (Part IX)
- $35,531,559
- Management and general expenses
- $18,281,304
- Fundraising expenses
- $40,700
- Program service expenses (Part III)
- $35,531,559
Program services were 66.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1d · Related organizations
$84,789
-
1e · Government grants (contributions)
$10,102,546
-
1f · All other contributions, gifts and grants
$217,225
-
2a · Program service revenue: Home Community Based Revenue
total $20,709,036 · related or exempt $20,709,036
-
2b · Program service revenue: Housing Revenue
total $18,140,940 · related or exempt $18,140,940
-
2c · Program service revenue: Long-Term Care Revenue
total $9,646,942 · related or exempt $9,646,942
-
2f · All other program service revenue
total $1,296,250 · related or exempt $1,296,250
-
3 · Investment income
total $273,995 · excluded $273,995
-
10a · Gross sales of inventory
$429,641
-
10b · Cost of goods sold
$146,549
-
10c · Net income from sales of inventory
total $283,092 · unrelated business $283,092
-
11a · Other revenue: Management Fees
total $1,587,479 · unrelated business $1,587,479
-
11e · Other revenue, total
$1,587,479
Functional expenses
Part IX, the statement of functional expenses.
-
2 · Grants to domestic individuals
total $116,473 · program services $116,473
-
5 · Compensation of officers, directors and key employees
total $1,330,986 · management and general $1,292,922 · fundraising $38,064
-
7 · Other salaries and wages
total $26,716,933 · program services $19,149,153 · management and general $7,567,780
-
8 · Pension plan contributions
total $516,136 · program services $403,607 · management and general $112,529
-
9 · Other employee benefits
total $3,203,932 · program services $2,340,337 · management and general $863,595
-
10 · Payroll taxes
total $1,936,306 · program services $1,342,494 · management and general $591,176 · fundraising $2,636
-
11b · Fees: legal
total $54,412 · management and general $54,412
-
11c · Fees: accounting
total $46,042 · management and general $46,042
-
11g · Fees: other
total $4,962,518 · program services $1,717,502 · management and general $3,245,016
-
12 · Advertising and promotion
total $921,482 · management and general $921,482
-
13 · Office expenses
total $1,337,008 · program services $967,936 · management and general $369,072
-
16 · Occupancy
total $1,728,121 · program services $1,728,121
-
17 · Travel
total $1,562,744 · program services $7,213 · management and general $1,555,531
-
19 · Conferences, conventions and meetings
total $387,819 · program services $25,868 · management and general $361,951
-
20 · Interest
total $1,774,109 · program services $1,685,403 · management and general $88,706
-
22 · Depreciation, depletion and amortization
total $3,376,340 · program services $3,207,523 · management and general $168,817
-
23 · Insurance
total $609,979 · management and general $609,979
-
24a · Other expenses: Medical Supplies & Food
total $1,913,653 · program services $1,913,653
-
24b · Other expenses: Surcharge & pre screen
total $238,337 · program services $238,337
-
24c · Other expenses: Licenses & permits
total $197,798 · program services $66,280 · management and general $131,518
-
24d · Other expenses: Subscriptions
total $13,589 · management and general $13,589
-
24e · All other expenses
total $908,846 · program services $621,659 · management and general $287,187
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $10,983,148 · end of year $10,546,753
-
4 · Accounts receivable
beginning of year $4,780,599 · end of year $5,759,101
-
8 · Inventories for sale or use
beginning of year $7,618 · end of year $7,628
-
9 · Prepaid expenses and deferred charges
beginning of year $607,409 · end of year $770,891
-
10a · Land, buildings and equipment: cost or other basis
$89,618,605
-
10b · Land, buildings and equipment: accumulated depreciation
$46,061,457
-
10c · Land, buildings and equipment, net
beginning of year $43,929,554 · end of year $43,557,148
-
11 · Investments: publicly traded securities
beginning of year $3,515,050 · end of year $9,939,299
-
12 · Investments: other securities
beginning of year $3,771,115 · end of year $4,383,884
-
14 · Intangible assets
beginning of year $480,000 · end of year $480,000
-
15 · Other assets
beginning of year $1,119,595 · end of year $2,259,035
-
17 · Accounts payable and accrued expenses
beginning of year $5,381,374 · end of year $6,022,578
-
19 · Deferred revenue
beginning of year $844,649 · end of year $0
-
20 · Tax-exempt bond liabilities
beginning of year $38,912,749 · end of year $37,363,158
-
21 · Escrow or custodial account liability
beginning of year $94,844 · end of year $104,078
-
23 · Secured mortgages and notes payable
beginning of year $3,273,390 · end of year $3,312,094
-
25 · Other liabilities
beginning of year $1,515,840 · end of year $2,587,485
-
27 · Net assets without donor restrictions
beginning of year $19,171,242 · end of year $28,314,346
Mission and programs · 2022
Mission
The mission of Knute Nelson is to enrich the lives of everyone we serve. We have five core values - Christian Heritage, Valuing People, Customer-Focused Excellence, Community Engagement and Stewardship.
Activities or mission (Part I)
Operation of nursing home and senior services
-
Knute Nelson, an affiliate of Evangelical Lutheran Church of America, served over 9,400 older adults throughout their care continuum in 2023. This expansive continuum of care includes: Care Center, Short-Term Rehab Center, Skilled Memory Care, Assisted Living, Enhanced Assisted Living, Memory Care Assisted Living, Senior Living, Out-Patient Therapy, Wellness, Home Care, Home Health, Hospice, Population Health, Telehealth, Management Consulting, and Pioneer Grill & Catering. Partnerships extend the breadth and depth of services such as Ethos Home Care and Hospice in Fargo-Moorhead; Alexandria Area YMCA in Alexandria; Franciscan Sisters of Little Falls; Crystal Brook Senior Living in Park Rapids; Pelican Valley Senior Living in Pelican Rapids; Centrex Rehab in Bloomington; and Care Ventures Cooperative in Dassel.Knute Nelson, and its managed partners, has 1,200+ employees and over 200 volunteers making it one of the top four employers in Alexandria. Within the skilled nursing facility, we have a short-term rehab unit, rehabilitation program, and care suites for end-of-life programming. We also have a wellness program that provides classes for residents, activities, and a chaplaincy program; all which enhance their quality of living. Our chaplaincy program is guided by Christian principles. All faiths are celebrated here and our chaplain provides a wide range of spiritual care through worship service, bible study groups, and resident and family support.The skilled nursing facility serves individuals with their short- and long-term nursing and therapy needs. An increasing area of focus is our short-term rehab center where individuals receive necessary physical, speech, and occupational therapies and return back to their home. Knute Nelson accepts all payor sources: Medicare, Medicaid, insurance, and private pay. If a resident is unable to pay for their services, we will work with them to find a means to pay for their services and help them facilitate the application process for medical assistance through family members, Knute Nelson and Horizon Public Health Social Services. The goal of the Knute Nelson Home Health Care program is to help individuals stay in their own home as long as possible. We are able to help individuals of any age with non-clinical needs as well as skilled nursing services, physical, speech and occupational therapies, IV therapy, wound care, home health aide, or assessment and management of their medical needs. We serve individuals throughout 48 counties throughout the Central and West Central Regions of Minnesota and Eastern North Dakota. Knute Nelson Hospice cares for people with life-limiting illnesses utilizing a holistic approach, including medical, physical, emotional, social and spiritual care for patients and families. Hospice provides a wide range of services from skilled nursing, medication and pain management, home health aides, physical therapy, occupational therapy, social workers and Chaplains. Additionally, enriching services such as massage, therapeutic music and healing touch are provided. Hospice is provided wherever the patient calls home--in their own homes, nursing facilities or other housing locations. Bereavement services and follow-up care are also a part of the hospice program. Our assisted living facility, Nelson Gables, promotes independence, security and quality of life. Daily coffee hour, restaurant style meal program, active aging wellness classes, parties and outings keep residents as active as they wish to be. A 24-hour staff, under the direction of a registered nurse, is ready to offer assistance with medication management, medication administration, bathing, and personal care. Grand Arbor, registered through Knute Nelson Senior Living Campus, LLC, is an enhanced continuing care retirement community that encourages active lifestyles with a town center and wellness center set among senior living apartments; general and high acuity assisted living apartments; and memory care assisted living apartments. A 24-hour licensed staff, under the direction of a registered nurse, is able to offer assistance with medication management, medication administration, bathing, and other personal care.Knute Nelson has expanded its management consulting services to offer sought-out expertise to other senior living providers. Partnerships extend throughout Knute Nelson's geographic footprint and allow for an enhanced level of service to other providers, including Franciscan Sisters of Little Falls (Little Falls, MN), Crystal Brook Senior Living (Park Rapids, MN), Pelican Valley Senior Living (Pelican Rapids, MN), Ethos Home Care & Hospice (Fargo, ND), and Heritage Living Center (Park Rapids, MN).
Expenses $35,531,559 · Grants $116,473 · Revenue $49,793,168
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Chad Coauette Vice Chair
(Oct-Feb)/Chair (Mar-Sept)
- Total calculated
- $0
- Hours/week
- 1
-
Julie CritzSecretary
(Oct-Feb)/Vice-Chair (Mar-Sept)
- Total calculated
- $0
- Hours/week
- 1
-
Jeffrey MontgomeryTreas Oct
-Feb)/Sec/Treas (Mar-Sept)
- Total calculated
- $0
- Hours/week
- 1
-
Dave Wolf Chairman
(Oct-Feb)/Past Chair (Mar-Sept)
- Total calculated
- $0
- Hours/week
- 1
-
Greg Billberg
Director
- Total calculated
- $0
- Hours/week
- 1
-
Sarah O Kane
Director (Mar - Sept)
- Total calculated
- $0
- Hours/week
- 1
-
Pam Carlson
Director
- Total calculated
- $0
- Hours/week
- 1
-
Vicki Jodsaas
Director
- Total calculated
- $0
- Hours/week
- 1
-
Deena Steffl
Director
- Total calculated
- $0
- Hours/week
- 1
-
Dustin Thornburg
Director (Oct-Feb)
- Total calculated
- $0
- Hours/week
- 1
-
Mark Anderson
President/CEO
- Total calculated
- $441,543
- From this org
- $376,110
- From related orgs
- $0
- Other
- $65,433
- Hours/week
- 39 + 1 related
Schedule J breakdown matched by us
- Base
- $376,110
- Bonus
- $0
- Other
- $0
- Deferred
- $29,291
- Nontaxable benefits
- $36,181
- Filer's total
- $441,582
-
Angie UrmanSr VPChief
Clinical Officer (until Dec)
- Total calculated
- $252,745
- From this org
- $219,670
- From related orgs
- $0
- Other
- $33,075
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $219,670
- Bonus
- $0
- Other
- $0
- Deferred
- $9,694
- Nontaxable benefits
- $23,420
- Filer's total
- $252,784
-
Katie PerrySr VPChief Dev
Strategy (til Dec)/COO (as of Jan)
- Total calculated
- $227,949
- From this org
- $212,074
- From related orgs
- $0
- Other
- $15,875
- Hours/week
- 38 + 2 related
Schedule J breakdown matched by us
- Base
- $212,074
- Bonus
- $0
- Other
- $0
- Deferred
- $7,728
- Nontaxable benefits
- $8,186
- Filer's total
- $227,988
-
Marnie Gugisberg
SrVP/CFO
- Total calculated
- $279,645
- From this org
- $240,388
- From related orgs
- $0
- Other
- $39,257
- Hours/week
- 39 + 1 related
Schedule J breakdown matched by us
- Base
- $240,388
- Bonus
- $0
- Other
- $0
- Deferred
- $9,179
- Nontaxable benefits
- $30,117
- Filer's total
- $279,684
-
Brittney Thoreson
VP of Housing
- Total calculated
- $163,540
- From this org
- $141,301
- From related orgs
- $0
- Other
- $22,239
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $141,301
- Bonus
- $0
- Other
- $0
- Deferred
- $5,312
- Nontaxable benefits
- $16,965
- Filer's total
- $163,578
-
Konnie EvansVP of Home
Care and Hospice
- Total calculated
- $169,410
- From this org
- $157,863
- From related orgs
- $0
- Other
- $11,547
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $157,863
- Bonus
- $0
- Other
- $0
- Deferred
- $5,798
- Nontaxable benefits
- $5,789
- Filer's total
- $169,450
-
Brooke Zabel
VP of Human Resources
- Total calculated
- $163,063
- From this org
- $156,236
- From related orgs
- $0
- Other
- $6,827
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $156,236
- Bonus
- $0
- Other
- $0
- Deferred
- $5,603
- Nontaxable benefits
- $1,263
- Filer's total
- $163,102
-
Erik Lindwall
VP of IT
- Total calculated
- $159,906
- From this org
- $129,842
- From related orgs
- $0
- Other
- $30,064
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $129,842
- Bonus
- $0
- Other
- $0
- Deferred
- $3,622
- Nontaxable benefits
- $26,481
- Filer's total
- $159,945
-
Molly Holmes
VP of Sales
- Total calculated
- $140,635
- From this org
- $126,817
- From related orgs
- $0
- Other
- $13,818
- Hours/week
- 40
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 1a · Travel for companions
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
Answered no
- 1b · Written policy on the line-1a expenses
- 2 · Substantiation required before reimbursing expenses
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- Part I, Line 1a
- Mark Anderson's wife Sally Anderson is accompanying him on his travel to the conferences. Knute Nelson is paying for airfare, meals, and conference fees.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501(c)(3) · Fundraising · MN · controlled entity
Directly controlled by Knute Nelson
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Disregarded entities
Part I: entities that legally are the filer and file no return of their own.
-
Knute Nelson Senior Living Campus LLC
Senior Housing · MN · income $13,651,750 · assets $40,734,460
Directly controlled by Knute Nelson
-
Knute Nelson Cottages LLC
Assisted Living Facility · MN · income $1,328,751 · assets $1,692,030
Directly controlled by Knute Nelson
Related partnerships
Part III: related organizations taxable as a partnership, with the filer's share.
-
KI Senior Living of Park Rapids
Related · Senior Living Facility · MN · 15% owned · share of income $90,070 · share of assets $2,127,782 · general or managing partner
Directly controlled by Knute Nelson
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 12 August 2024
- IRS schema version
- 2022v5.0
- Source object
- 202402269349301050
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