Civic Intelligence

Bloomington Bethany Senior Housing Inc

990 • Fiscal year 2019 • EIN 20-8335025

Oct 01, 2018 to Sep 30, 2019 • Filed on Aug 07, 2020

Organization ProfileWWW.PRESHOMES.ORG
2845 N Hamline AveRoseville, MN 55113

(651) 631-6162

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

93rd percentile

1.01x

Higher debt load relative to assets than 93% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

92nd percentile

3.59x

Higher debt load relative to revenue than 92% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Net Margin

50th percentile

3.1%

Higher net margin than 50% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

96th percentile

$880,890

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 14.8% of source-year revenue.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Asset Growth

69th percentile

10%

Faster asset growth than 69% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

47th percentile

2.8%

Faster revenue growth than 47% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets93rd percentile

Assets

Up

$21,237,916

Up $1,982,847 (+10%) from 2018

Net Assets

Up

-$189,860

Up $187,735 (+50%) from 2018

Liabilities

Up

$21,427,776

Up $1,795,112 (+9.1%) from 2018

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin50th percentile

Revenue

Up

$5,968,377

Up $160,802 (+2.8%) from 2018

Expenses

Up

$5,780,642

Up $204,031 (+3.7%) from 2018

Net Income

Down

$187,735

Down $43,229 (-19%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth69th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$60M$40M$20M$0-$20MAssets 2011: $24,190,044Liabilities 2011: $25,606,413Net Assets 2011: -$1,416,3692011Assets 2012: $22,759,714Liabilities 2012: $25,218,885Net Assets 2012: -$2,459,1712012Assets 2013: $21,309,867Liabilities 2013: $23,573,143Net Assets 2013: -$2,263,2762013Assets 2014: $20,583,383Liabilities 2014: $22,793,687Net Assets 2014: -$2,210,3042014Assets 2015: $20,410,794Liabilities 2015: $22,191,904Net Assets 2015: -$1,781,1102015Assets 2016: $19,855,896Liabilities 2016: $21,125,219Net Assets 2016: -$1,269,3232016Assets 2017: $19,426,893Liabilities 2017: $20,181,558Net Assets 2017: -$754,6652017Assets 2018: $19,255,069Liabilities 2018: $19,632,664Net Assets 2018: -$377,5952018Assets 2019: $21,237,916Liabilities 2019: $21,427,776Net Assets 2019: -$189,8602019Assets 2020: $46,495,094Liabilities 2020: $46,592,227Net Assets 2020: -$97,1332020Assets 2021: $50,899,023Liabilities 2021: $51,323,790Net Assets 2021: -$424,7672021Assets 2022: $48,968,493Liabilities 2022: $49,327,057Net Assets 2022: -$358,5642022Assets 2023: $48,198,301Liabilities 2023: $47,750,146Net Assets 2023: $448,1552023Assets 2024: $48,466,559Liabilities 2024: $46,288,342Net Assets 2024: $2,178,2172024

Highlighted filing

2019

Assets$21,237,916
Liabilities$21,427,776
Net Assets-$189,860
Open 2019 Filing

Operations Trend

Revenue Growth47th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$15M$10M$5.0M$0-$5.0MRevenue 2011: $0Expenses 2011: $1,416,369Net Income 2011: -$1,416,3692011Expenses 2012: $1,185,4932012Revenue 2013: $4,331,296Expenses 2013: $4,658,863Net Income 2013: -$327,5672013Revenue 2014: $5,172,518Expenses 2014: $4,990,511Net Income 2014: $182,0072014Revenue 2015: $5,398,448Expenses 2015: $5,112,415Net Income 2015: $286,0332015Revenue 2016: $5,500,512Expenses 2016: $5,319,347Net Income 2016: $181,1652016Revenue 2017: $5,601,876Expenses 2017: $5,437,296Net Income 2017: $164,5802017Revenue 2018: $5,807,575Expenses 2018: $5,576,611Net Income 2018: $230,9642018Revenue 2019: $5,968,377Expenses 2019: $5,780,642Net Income 2019: $187,7352019Revenue 2020: $5,916,540Expenses 2020: $5,823,813Net Income 2020: $92,7272020Revenue 2021: $8,182,417Expenses 2021: $8,510,051Net Income 2021: -$327,6342021Revenue 2022: $9,717,356Expenses 2022: $9,651,153Net Income 2022: $66,2032022Revenue 2023: $10,856,611Expenses 2023: $10,049,892Net Income 2023: $806,7192023Revenue 2024: $11,803,978Expenses 2024: $10,073,916Net Income 2024: $1,730,0622024

Highlighted filing

2019

Revenue$5,968,377
Expenses$5,780,642
Net Income$187,735
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2018 to Sep 30, 2019
Signed
Aug 7, 2020
Return Version
2018v3.1
Gross Receipts
$5,969,882
Mission and Program Overview

Mission

The mission of the organization is to honor god by enriching the lives and touching the hearts of older adults.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$17,816,411$18,925,285▲ $1,108,874
Savings and Temporary Cash Investments$810,955$908,299▲ $97,344
Intangible Assets$294,304$832,763▲ $538,459
Investments Other Securities$273,161$330,715▲ $57,554
Accounts Receivable$56,430$237,008▲ $180,578
Prepaid Expenses and Deferred Charges$3,808$3,846▲ $38
Cash and Non-Interest-Bearing Accounts-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Inventories for Sale or Use-$0-
Total Assets$19,255,069$21,237,916▲ $1,982,847
Other Assets Total-$0-
Liabilities
Tax Exempt Bond Liabilities$13,359,844$14,342,792▲ $982,948
Escrow Account Liability$3,255,200$3,251,200▼ $4,000
Other Liabilities$2,413,375$2,399,186▼ $14,189
Accounts Payable and Accrued Expenses$604,245$1,329,251▲ $725,006
Mortgage Notes Payable Secured by Investment Property-$105,347-
Total Liabilities$19,632,664$21,427,776▲ $1,795,112
Net Assets / Fund Balance
Unrestricted Net Assets$-377,595$-189,860▲ $187,735
Total Net Assets Fund Balance$-377,595$-189,860▲ $187,735
Total Liabilities and Net Assets / Fund Balance$19,255,069$21,237,916▲ $1,982,847

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$10,835,176$2,849,086$13,684,262
Land$4,479,310-$4,479,310
Equipment$816,900$1,801,208$2,618,108
Other Land Buildings$1,790,761-$1,790,761
Leasehold Improvements$1,003,138$565,880$1,569,018
Compensation and Service Providers
Top Officer Pay96th percentile

Board Members and Trustees

NameTitle
Dan LindhBoard Chair/CEO
Mark MeyerSec/treas/CFO
Teresa LarsonSVP Human Resouces
Duane LarsonSVP Operations
John MehrkensVP Development
Jonathan FletcherVP Development
William HagstromVP Development
Karen MckennaVP Human Resouces
Michael BinghamVP Optage
Sharon StricklerVP Site Operations

Highest Paid Contractors

ContractorServicesLocationCompensation
Doran ArchitectsArchitect7803 GLENROY RD SUITE 200, Bloomington, MN 55439$317,600
Phs Management LLCManagement Fee2845 N HAMLINE AVE, Roseville, MN 55113$294,065
Revenue and Support

Revenue Composition

Contributions and Grants
$38,938
Program Service Revenue
$5,766,864
Investment Income
$4,274
Other Revenue
$158,301
All Other Contributions
$10,218
Change in Net Assets
$187,735
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,030,778
Salaries, Compensation, and Employee Benefits$2,726,463
Grants and Similar Amounts Paid$23,401
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,985,705$224,486-$2,210,191
Depreciation Depletion$765,554--$765,554
Interest$667,992--$667,992
Occupancy$432,826--$432,826
Other Employee Benefits$284,209$32,141-$316,350
Fees for Services Management-$294,065-$294,065
Payroll Taxes$153,705$17,382-$171,087
Other Expenses$135,880$33,768-$169,648
Office Expenses-$63,233-$63,233
Information Technology-$46,788-$46,788
Insurance-$45,360-$45,360
Advertising-$36,774-$36,774
Pension Plan Contributions$25,905$2,930-$28,835
Grants to Domestic Individuals$23,401--$23,401
Fees for Services Accounting-$4,500-$4,500
Travel$1,832$207-$2,039
Conferences and Meetings$1,491$169-$1,660
Total Functional Expenses$4,978,839$801,803$0$5,780,642
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Affiliates$2,399,186

Bond Issues

BondIssuerIssuedIssue PricePurpose
DCity of Medina Mn2019-08-22$10,000,000CONSTRUCTION
ACity of Independence Mn2019-09-06$9,000,000CONSTRUCTION
ACity of Bloomington2014-05-21$7,912,000REFUNDING 2011 ISSUE
BCity of Bloomington2014-05-21$7,912,000REFUNDING 2011 ISSUE
CCity of St Paul Park Mn2019-08-22$6,500,000CONSTRUCTION

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
D$10,000,000$140,650--
A$9,000,000$90,000--
A$7,912,000$7,912,000$1,541,195-
B$7,912,000$7,912,000$1,541,195-
C$6,500,000$1,370,532--

Bond Financing Compliance

No rebate due
No
Rebate not yet due
Yes
Form 8038-T filed
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Corrective action procedures
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Line 3: Description of Delegated Duties to Management Company

“Phs management, llc provides management services for the organization. Phs management, llc provides financial accounting, operational oversight, human resources, information technology, clinical nursing consultation, corporate compliance, coordinated advertising and marketing, staffing for fund development, and new business development.”

Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder

“The sole member of the organization is presbyterian homes & services.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“The organization's 990 is provided to voting members of the governing body prior to filing with the irs. Officers and management of the organization have been involved in the preparation of the 990 and have reviewed the 990 throughout the process.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“The organization obtains annually written disclosure from governing body members, officers and key employees. Management and officers review these disclosures and evaluate whether the interest could result in a conflict and then take the necessary steps to remediate any such conflict.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“The organization makes available its governing documents and conflict of interest policy upon request. Financial statements are available on the organization's website.”

Form 990, Part VII, Section A

“Officers & key employees share their hours between the filing organization and its related organizations.”

Filing and Contact Details

Filer

Filer Name
Phs Founders Ridge Inc
EIN
20-8335025
Phone
6516316162
Address
2845 N HAMLINE AVE, ROSEVILLE, MN 55113

Signing Officer

Name
Mark Meyer
Title
CFO
Signed
2020-08-07

Organization Details

Principal Officer
Mark Meyer
Formed
2007
Legal Domicile
Mn
Voting Board Members
3
Independent Board Members
0
Employees
0
Volunteers
12
Supplemental Narrative

Financial Statement Notes

Part IV, Line 2B: Explanation of escrow account liability

“Resident notes are reported as long term asset and liability, respectively on the statements of the financial position. The contracts with the residents limit the total amount of deposits that the organization must return at ay one time. The maximum amount is $250,000. If at any time the net amount it has been returned to former residents exceeds the amount that it has received from new tenants by the applicable maximum amount, the orgaization is not required to refund additional deposits until new deposits are collected bringing the amount owed under maximum amount.”

Part X : FIN48 Footnote

“The organization and its affiliates are generally exempt from income taxes under section 501(c)(3) of the internal revenue code and applicable sections of the state statutes; consequently, no provision has been made for income taxes. However, there are immaterial amounts of unrelated business income in certain affiliates that are taxable.the organization follows the accounting standard for contingencies in evaluating uncertain tax positions. The organization files information returns as a tax-exempt organization. Should that status be challenged in the future, all years since inception could be subject to review by the irs.”

Raw XML AppendixShowing 400 of 821 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/PYExcessBenefitTransInd0false
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Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,237,916
Liabilities
$21,427,776
Net assets
-$189,860
Revenue
$5,968,377
Expenses
$5,780,642
Net income
$187,735
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$48.5$46.3$2.18$11.8$10.1$1.73
2023Summary only. Only limited summary data is available for this year.$48.2$47.8$0.45$10.9$10.0$0.81
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$49.0$49.3$0.36$9.72$9.65$0.07
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$50.9$51.3$0.42$8.18$8.51$0.33
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$46.5$46.6$0.10$5.92$5.82$0.09
2019Detailed filing. Detailed filing data is available for this year.$21.2$21.4$0.19$5.97$5.78$0.19
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.3$19.6$0.38$5.81$5.58$0.23
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.4$20.2$0.75$5.60$5.44$0.16
2016Detailed filing. Detailed filing data is available for this year.$19.9$21.1$1.27$5.50$5.32$0.18
2015Detailed filing. Detailed filing data is available for this year.$20.4$22.2$1.78$5.40$5.11$0.29
2014Detailed filing. Detailed filing data is available for this year.$20.6$22.8$2.21$5.17$4.99$0.18
2013Summary only. Only limited summary data is available for this year.$21.3$23.6$2.26$4.33$4.66$0.33
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.8$25.2$2.46$1.19
2011Summary only. Only limited summary data is available for this year.$24.2$25.6$1.42$0.00$1.42$1.42
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • 501(c)3 • $10M-$25M nonprofits