Civic Intelligence

Phs Beacon Hill Inc.

990 • Fiscal year 2023 • EIN 30-0093682

Oct 01, 2022 to Sep 30, 2023 • Filed on Aug 13, 2024

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

69th percentile

0.40x

Higher debt load relative to assets than 69% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

84th percentile

1.36x

Higher debt load relative to revenue than 84% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Net Margin

62nd percentile

9.4%

Higher net margin than 62% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

96th percentile

$862,457

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 17.3% of source-year revenue.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Asset Growth

33rd percentile

0.9%

Faster asset growth than 33% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

64th percentile

13%

Faster revenue growth than 64% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets69th percentile

Assets

Up

$17,078,953

Up $154,932 (+0.9%) from 2022

Net Assets

Up

$10,260,315

Up $468,871 (+4.8%) from 2022

Liabilities

Down

$6,818,638

Down $313,939 (-4.4%) from 2022

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin62nd percentile

Revenue

Up

$4,996,878

Up $572,651 (+13%) from 2022

Expenses

Up

$4,528,007

Up $410,564 (+10.0%) from 2022

Net Income

Up

$468,871

Up $162,087 (+53%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$20M$15M$10M$5.0M$0Assets 2010: $12,674,296Liabilities 2010: $10,220,908Net Assets 2010: $2,453,3882010Assets 2011: $12,963,683Liabilities 2011: $9,931,935Net Assets 2011: $3,031,7482011Assets 2012: $13,550,687Liabilities 2012: $9,796,067Net Assets 2012: $3,754,6202012Assets 2013: $14,023,592Liabilities 2013: $9,607,107Net Assets 2013: $4,416,4852013Assets 2014: $14,540,576Liabilities 2014: $9,386,021Net Assets 2014: $5,154,5552014Assets 2015: $15,122,614Liabilities 2015: $9,250,342Net Assets 2015: $5,872,2722015Assets 2016: $15,517,417Liabilities 2016: $8,975,256Net Assets 2016: $6,542,1612016Assets 2017: $15,959,192Liabilities 2017: $8,888,141Net Assets 2017: $7,071,0512017Assets 2018: $16,247,989Liabilities 2018: $8,598,400Net Assets 2018: $7,649,5892018Assets 2019: $16,607,429Liabilities 2019: $8,302,435Net Assets 2019: $8,304,9942019Assets 2020: $16,945,262Liabilities 2020: $8,080,221Net Assets 2020: $8,865,0412020Assets 2021: $17,631,846Liabilities 2021: $8,147,186Net Assets 2021: $9,484,6602021Assets 2022: $16,924,021Liabilities 2022: $7,132,577Net Assets 2022: $9,791,4442022Assets 2023: $17,078,953Liabilities 2023: $6,818,638Net Assets 2023: $10,260,3152023Assets 2024: $17,744,288Liabilities 2024: $6,457,335Net Assets 2024: $11,286,9532024

Highlighted filing

2023

Assets$17,078,953
Liabilities$6,818,638
Net Assets$10,260,315
Open 2023 Filing

Operations Trend

Revenue Growth64th percentile

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

$6.0M$4.0M$2.0M$0Expenses 2010: $3,505,1692010Expenses 2011: $3,535,5612011Expenses 2012: $3,476,7992012Expenses 2013: $3,537,0452013Revenue 2014: $4,294,687Expenses 2014: $3,556,617Net Income 2014: $738,0702014Revenue 2015: $4,322,383Expenses 2015: $3,604,666Net Income 2015: $717,7172015Revenue 2016: $4,396,801Expenses 2016: $3,726,912Net Income 2016: $669,8892016Revenue 2017: $4,502,697Expenses 2017: $3,973,807Net Income 2017: $528,8902017Revenue 2018: $4,463,236Expenses 2018: $3,884,698Net Income 2018: $578,5382018Revenue 2019: $4,408,951Expenses 2019: $3,753,546Net Income 2019: $655,4052019Revenue 2020: $4,328,816Expenses 2020: $3,768,769Net Income 2020: $560,0472020Revenue 2021: $4,548,074Expenses 2021: $3,928,455Net Income 2021: $619,6192021Revenue 2022: $4,424,227Expenses 2022: $4,117,443Net Income 2022: $306,7842022Revenue 2023: $4,996,878Expenses 2023: $4,528,007Net Income 2023: $468,8712023Revenue 2024: $5,719,844Expenses 2024: $4,693,206Net Income 2024: $1,026,6382024

Highlighted filing

2023

Revenue$4,996,878
Expenses$4,528,007
Net Income$468,871
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2022 to Sep 30, 2023
Signed
Aug 13, 2024
Return Version
2022v5.0
Gross Receipts
$4,998,178
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$8,829,378$8,393,070▼ $436,308
Savings and Temporary Cash Investments$6,386,203$6,729,262▲ $343,059
Investments Other Securities$1,562,651$1,787,781▲ $225,130
Accounts Receivable$23,724$62,372▲ $38,648
Intangible Assets$72,637$61,381▼ $11,256
Prepaid Expenses and Deferred Charges$44,443$45,087▲ $644
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$16,924,021$17,078,953▲ $154,932
Other Assets Total$4,985$0▼ $4,985
Liabilities
Tax Exempt Bond Liabilities$6,710,000$6,310,000▼ $400,000
Accounts Payable and Accrued Expenses$422,577$396,907▼ $25,670
Other Liabilities-$111,731-
Total Liabilities$7,132,577$6,818,638▼ $313,939
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$9,791,444$10,260,315▲ $468,871
Total Net Assets Fund Balance$9,791,444$10,260,315▲ $468,871
Total Liabilities and Net Assets / Fund Balance$16,924,021$17,078,953▲ $154,932

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,265,710$7,550,765$9,816,475
Equipment$4,687,688$1,000,093$5,687,781
Land$1,281,128-$1,281,128
Leasehold Improvements$158,544$95,992$254,536
Compensation and Service Providers
Top Officer Pay96th percentile

Board Members and Trustees

NameTitle
Dan LindhBoard Chair/CEO
Duane LarsonBrd Vice Chair
Mark PedersonBrd Vice Chair
Mark MeyerSec/treas/CFO
Teresa LarsonSVP Employee Experience
Jonathan FletcherVP Development

Highest Paid Contractors

ContractorServicesLocationCompensation
Phs Management LLCManagement Fee2845 N HAMLINE AVE, Roseville, MN 55113$261,059
Revenue and Support

Revenue Composition

Contributions and Grants
$15,702
Program Service Revenue
$4,769,875
Investment Income
$64,270
Other Revenue
$147,031
Change in Net Assets
$468,871
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,718,526
Salaries, Compensation, and Employee Benefits$1,809,481
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,234,189$255,564-$1,489,753
Depreciation Depletion$656,532--$656,532
Occupancy$518,411$21,288-$539,699
Interest$359,332--$359,332
Fees for Services Management-$261,059-$261,059
Fees for Services Other$221,500$3,734-$225,234
Other Employee Benefits$147,464$30,535-$177,999
Payroll Taxes$89,904$18,616-$108,520
Insurance-$84,229-$84,229
Information Technology-$61,117-$61,117
Office Expenses$18,401$42,289-$60,690
Pension Plan Contributions$27,512$5,697-$33,209
Other Expenses$18,600$31,709-$18,600
Advertising$6,008$9,073-$15,081
Travel$7,258--$7,258
Fees for Services Accounting-$4,596-$4,596
Conferences and Meetings$935--$935
Total Functional Expenses$3,698,501$829,506$0$4,528,007
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$111,731

Bond Issues

BondIssuerIssuedIssue PricePurpose
ACity of Minnetonka Mn2004-05-27$10,710,000REFINANCE 1994 DEBT

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$10,710,000$10,509,800$4,400,000$200,200

Bond Financing Compliance

No rebate due
No
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
Yes
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 35% controlled entity
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, Section A, Line 3

“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, Section A, Line 6

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

Form 990, Part VI, Section B, Line 11B

“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, Section B, Line 12C

“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, Section C, Line 19

“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

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

Filing and Contact Details

Filer

Filer Name
Phsbeacon Hill Inc
EIN
30-0093682
Phone
6516316162
Address
2845 N HAMLINE AVE, ROSEVILLE, MN 55113

Signing Officer

Name
Mark Meyer
Title
CFO
Signed
2024-08-13

Organization Details

Principal Officer
Mark Meyer
Formed
2002
Legal Domicile
Mn
Voting Board Members
3
Independent Board Members
0
Employees
0
Volunteers
48
Supplemental Narrative

Additional Explanations

Schedule R Part II Identification of Tax-Exempt Organizations

“Schedule R Part II Identification of Tax-Exempt Organizations”

Financial Statement Notes

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 618 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/Form990PartVIISectionAGrp/TitleTxt3BRD VICE CHAIR
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Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,078,953
Liabilities
$6,818,638
Net assets
$10,260,315
Revenue
$4,996,878
Expenses
$4,528,007
Net income
$468,871
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.7$6.46$11.3$5.72$4.69$1.03
2023Detailed filing. Detailed filing data is available for this year.$17.1$6.82$10.3$5.00$4.53$0.47
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.9$7.13$9.79$4.42$4.12$0.31
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.6$8.15$9.48$4.55$3.93$0.62
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.9$8.08$8.87$4.33$3.77$0.56
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.6$8.30$8.30$4.41$3.75$0.66
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.2$8.60$7.65$4.46$3.88$0.58
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.0$8.89$7.07$4.50$3.97$0.53
2016Detailed filing. Detailed filing data is available for this year.$15.5$8.98$6.54$4.40$3.73$0.67
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.1$9.25$5.87$4.32$3.60$0.72
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.5$9.39$5.15$4.29$3.56$0.74
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.0$9.61$4.42$3.54
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.6$9.80$3.75$3.48
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.0$9.93$3.03$3.54
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.7$10.2$2.45$3.51
Peer Organizations

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