Intergenerational Living & Health Care Inc

Nonprofit profile at a glance

EIN
411740311
IRS 990 coverage
2010–2024
Forms available
Form 990 2024
Location
Chaska, MN, USA
Phone
9523618000
Rating
63
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Supportive Housing for Older Adults

Official website

Reported finances

Revenue
$17,178,610
Expenses
$10,707,325
Assets
$16,167,888
Liabilities
$19,552,126

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

11 people listed

Executive titles in this filing

  • ELAINE BURTON (PRESIDENT)
  • DAVID LUHRING (EXECUTIVE DIRECTOR)
  • DENISE GUSTAFSON (EXECUTIVE DIRECTOR)

Highest reported compensation

  • LUANN VANELLA-MCMONIGAL (LPN): $139,093 total reported compensation
  • DAVID LUHRING (EXECUTIVE DIRECTOR): $136,988 total reported compensation
  • MEGAN BICKNER (DIRECTOR OF NURSING): $126,507 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Our mission is to create life-enriching communities by embracing all generations through innovative services and programs.

What it reported doing in 2024

Intergenerational living & health care, inc. (ilhc), a Minnesota nonprofit corporation, is an organization pioneering programs for children and seniors. The mission of ilhc includes strengthening connections and understanding between generations, providing enriching educational opportunities for children, enhancing the well-being of children and older adults, and serving individuals from all backgrounds, regardless of financial resources. In order to accomplish this mission, ilhc sponsors educational centers and programs for youth housing and services for seniors, intergenerational programs that link children and older adults. Ilhc is made up of various senior living communities, a foundation, and a daycare center. Ilhc has communities in Minnesota. These entities are referred to as the commons on marice and intergenerational learning center. The commons on marice, located in eagan, Minnesota, is a gracious senior living community that offers 147 residences where seniors can choose independent living, assisted living, and care suites. The commons offers around-the-clock staffing of nurses and certified nursing assistants to assist with personal and health-related services. The memory care community within the commons, also known as pearl garden, cares for individuals with alzheimer's disease or dementia, and is designed with a residential feel to assist residents with familiarizing themselves to their surroundings with a homelike environment. The goal is to maximize independence while maintaining a safe environment. The commons on marice offers what few other senior communities can, an opportunity to interact in meaningful ways with children. The intergenerational learning center, located one block away, provides both children and older adults with extraordinary opportunities for sharing and learning. The intergenerational learning center cares for children six weeks to eight years of age. The ages entwined programming not only helps develop confidence, skills and self-esteem for the children, it also builds meaningful relationships with the residents of the commons on marice. In addition to the intergenerational learning center, the commons on marice also supports the mission of ilhc (intergenerational living and health care) through other various charitable initiatives such as the elderly waiver program. The elderly waiver program is the Minnesota state medicaid program for licensed assisted living facilities that choose to participate. The commons on marice discounted care services total $131,475 under the state medicaid program in 2024. In 2025, the commons on marice will likely discount an estimated $216,000 for residents who live with us and receive elderly waiver services. Feed my starving children (fmsc) in eagan, Minnesota, is a global charity, working with ministries around the world to serve hungry children. Our community assists in this mission through volunteerism of residents and staff. January: residents created valentines for deployed military troops and veterans. All valentines were delivered to the veterans and their wives in our community as well as sent to those troops deployed. (value: $225) february: residents assembled men's shower bags for the homeless and delivered them to sharing and caring hands in minneapolis. These bags included everything needed to shower as well as socks, snacks and water. (value: $325) march: residents made cards and wrote notes of gratitude and encouragement for our local first responders including the eagan police and fire departments. (value: $100). April: residents participated in a may day planting of flowers in pots for the commons staff and included personal notes of encouragement and delivered them on may day. (value: $300). May: residents assembled birdseed ornaments for the outside grounds at the commons in the hopes that bird watching would bring joy to their neighbors. ($175) june: residents were given cards to write notes of encouragement and kindness to their neigh

Operating model

Revenue model
Earned-program. 99% of the money available for current operations came from fees and other program revenue.
Distribution model
Direct operator. The filing allocates 99% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. A relatively small share of voting board members are independent and the filing does not identify recipients for some grant dollars.

Rating breakdown

  • Financial Efficiency: 65
  • Transparency & Controls: 78
  • Accountability: 52
  • Sustainability: 63
  • Growth: 0

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 73.2%; rating input score 73
  • Program expense ratio: 73%; rating input score 73
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 92.3%; rating input score 92; 8th percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 53.4%; rating input score 53; 12th percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 16.7%; rating input score 17; 6th percentile among comparable filings
  • Governance controls: 9 of 9 controls in place; rating input score 100
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Pass
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 37.7%; rating input score 91; 91st percentile among comparable filings
  • Total-asset coverage ratio: 1.51; rating input score 51; 51st percentile among comparable filings
  • Liabilities to assets ratio: 1.21; rating input score 3; 3rd percentile among comparable filings
  • Officer compensation ratio: 6.5%; rating input score 39; 39th percentile among comparable filings

Growth

  • Program expense growth: -2% per year; rating input score 0; 6th percentile among comparable filings
  • Revenue growth: -0.9% per year; rating input score 0; 6th percentile among comparable filings
  • Asset growth: -0.4% per year; rating input score 0; 9th percentile among comparable filings

Details

  • Where the money goes: 73.2% of revenue deployed · 73% of spending went to programs
  • Governance: 1 of 6 board members independent · 9 of 9 filing controls reported
  • Programs: 1 filed program accomplishment · $7.8M in reported program spending
  • Leadership: top reported pay $139K · 11 people listed
  • Highest-paid contractors: 2 contractors listed · $905K reported
  • Consistency: 32 of 33 current checks pass · 1 finding to review
  • Schedules: 6 filed schedules · includes major donors and grants
  • Filing history: 15 filing years from 2010 to 2024
  • Contacts: How to reach this organization
  • Money network: 11 filed money-flow records
  • Related organizations: 5 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Accountability: Independent voting board scored 17/100.
  • Review — Transparency & Controls: Grant itemization coverage scored 53/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Growth: Asset growth scored 0/100.
  • Review — Sustainability: Total-asset coverage ratio scored 51/100.
  • High — Sustainability: Liabilities to assets ratio scored 3/100.
  • Review — Transparency & Controls: Domestic grant itemization did not reconcile in the filed values.
  • Moderate — Sustainability: Officer compensation ratio scored 39/100.