Civic Intelligence

Phm Woodbury Inc.

990 • Fiscal year 2014 • EIN 31-1630828

Oct 01, 2013 to Sep 30, 2014 • Filed on Aug 13, 2015

Organization ProfileWWW.PRESHOMES.ORG
2845 N Hamline Ave55113

(651) 631-6162

Siviq Scores

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

Liabilities / Assets

88th percentile

0.88x

Higher debt load relative to assets than 88% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

91st percentile

3.37x

Higher debt load relative to revenue than 91% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Net Margin

72nd percentile

13%

Higher net margin than 72% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Top Officer Pay

94th percentile

$723,114

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 11.7% of source-year revenue.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Asset Growth

41st percentile

1.2%

Faster asset growth than 41% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets88th percentile

Assets

Up

$23,666,343

Up $277,891 (+1.2%) from 2013

Net Assets

Up

$2,855,134

Up $775,164 (+37%) from 2013

Liabilities

Down

$20,811,209

Down $497,273 (-2.3%) from 2013

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin72nd percentile

Revenue

$6,181,144

No earlier filing loaded for comparison.

Expenses

Up

$5,405,980

Up $56,458 (+1.1%) from 2013

Net Income

$775,164

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$30M$20M$10M$0Assets 2010: $23,036,652Liabilities 2010: $22,465,206Net Assets 2010: $571,4462010Assets 2011: $23,156,266Liabilities 2011: $22,159,087Net Assets 2011: $997,1792011Assets 2012: $23,030,532Liabilities 2012: $21,628,421Net Assets 2012: $1,402,1112012Assets 2013: $23,388,452Liabilities 2013: $21,308,482Net Assets 2013: $2,079,9702013Assets 2014: $23,666,343Liabilities 2014: $20,811,209Net Assets 2014: $2,855,1342014Assets 2015: $24,213,695Liabilities 2015: $20,447,068Net Assets 2015: $3,766,6272015Assets 2016: $24,513,507Liabilities 2016: $20,062,841Net Assets 2016: $4,450,6662016Assets 2017: $23,652,575Liabilities 2017: $18,714,722Net Assets 2017: $4,937,8532017Assets 2018: $23,841,179Liabilities 2018: $18,060,317Net Assets 2018: $5,780,8622018Assets 2019: $24,120,760Liabilities 2019: $17,372,393Net Assets 2019: $6,748,3672019Assets 2020: $24,272,528Liabilities 2020: $16,756,276Net Assets 2020: $7,516,2522020Assets 2021: $24,899,822Liabilities 2021: $15,988,075Net Assets 2021: $8,911,7472021Assets 2022: $24,792,023Liabilities 2022: $15,139,539Net Assets 2022: $9,652,4842022Assets 2024: $28,321,735Liabilities 2024: $16,603,962Net Assets 2024: $11,717,7732024

Highlighted filing

2014

Assets$23,666,343
Liabilities$20,811,209
Net Assets$2,855,134
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$10M$5.0M$0Expenses 2010: $5,325,6072010Expenses 2011: $5,319,5682011Expenses 2012: $5,557,0202012Expenses 2013: $5,349,5222013Revenue 2014: $6,181,144Expenses 2014: $5,405,980Net Income 2014: $775,1642014Revenue 2015: $6,370,300Expenses 2015: $5,458,807Net Income 2015: $911,4932015Revenue 2016: $6,448,135Expenses 2016: $5,764,096Net Income 2016: $684,0392016Revenue 2017: $6,465,201Expenses 2017: $5,695,377Net Income 2017: $769,8242017Revenue 2018: $6,864,741Expenses 2018: $6,021,732Net Income 2018: $843,0092018Revenue 2019: $7,103,503Expenses 2019: $6,135,998Net Income 2019: $967,5052019Revenue 2020: $7,254,801Expenses 2020: $6,486,916Net Income 2020: $767,8852020Revenue 2021: $7,871,801Expenses 2021: $6,476,306Net Income 2021: $1,395,4952021Revenue 2022: $7,649,142Expenses 2022: $6,908,405Net Income 2022: $740,7372022Revenue 2024: $8,593,980Expenses 2024: $7,374,793Net Income 2024: $1,219,1872024

Highlighted filing

2014

Revenue$6,181,144
Expenses$5,405,980
Net Income$775,164
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2013 to Sep 30, 2014
Signed
Aug 13, 2015
Return Version
2013v4.0
Gross Receipts
$6,188,483
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$16,118,184$15,351,363▼ $766,821
Savings and Temporary Cash Investments$4,294,758$5,213,107▲ $918,349
Investments Other Securities$1,714,762$1,816,449▲ $101,687
Accounts Receivable$49,930$63,055▲ $13,125
Prepaid Expenses and Deferred Charges$3,657$3,694▲ $37
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-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$23,388,452$23,666,343▲ $277,891
Other Assets Total$1,207,161$1,218,675▲ $11,514
Liabilities
Tax Exempt Bond Liabilities$20,450,000$20,045,000▼ $405,000
Accounts Payable and Accrued Expenses$858,482$766,209▼ $92,273
Total Liabilities$21,308,482$20,811,209▼ $497,273
Net Assets / Fund Balance
Unrestricted Net Assets$2,079,970$2,855,134▲ $775,164
Total Net Assets Fund Balance$2,079,970$2,855,134▲ $775,164
Total Liabilities and Net Assets / Fund Balance$23,388,452$23,666,343▲ $277,891

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$12,207,495$4,528,828$16,736,323
Equipment$1,071,927$1,468,149$2,540,076
Land$1,775,584-$1,775,584
Leasehold Improvements$296,357$415,187$711,544
Other Assets Org$697,856--
Compensation and Service Providers
Top Officer Pay94th percentile

Board Members and Trustees

NameTitle
Dan LindhBoard Chair/CEO
Karen MckennaExecutive Director Human Resources
Sharon KlefsaasExecutive Director Operations
Mark MeyerSec/treas/CFO
John MehrkensVP Development

Highest Paid Contractors

ContractorServicesLocationCompensation
Phs Management LLCManagement Fee-$309,056
Revenue and Support

Revenue Composition

Contributions and Grants
$4,038
Program Service Revenue
$6,122,847
Investment Income
$45,232
Other Revenue
$9,027
Change in Net Assets
$775,164
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,519,901
Salaries, Compensation, and Employee Benefits$1,884,900
Grants and Similar Amounts Paid$1,179
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,393,450$210,851-$1,604,301
Interest$1,066,250--$1,066,250
Depreciation Depletion$866,486--$866,486
Occupancy$432,023--$432,023
Fees for Services Management-$309,056-$309,056
Other Employee Benefits$119,217$17,814-$137,031
Payroll Taxes$101,889$15,224-$117,113
Office Expenses-$79,341-$79,341
Insurance-$76,940-$76,940
Information Technology-$27,228-$27,228
Pension Plan Contributions$23,016$3,439-$26,455
Other Expenses$173,758$18,252-$18,252
Advertising-$8,780-$8,780
Travel$5,337$797-$6,134
Fees for Services Accounting-$4,500-$4,500
Conferences and Meetings$2,848$425-$3,273
Grants to Domestic Individuals$1,179--$1,179
Fees for Services Legal-$300-$300
Total Functional Expenses$4,624,937$781,043$0$5,405,980
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

Bond Issues

BondIssuerIssuedIssue PricePurpose
C41-88561972012-05-24$7,665,000Refunding of previous issue
A41-08561972006-05-31$7,300,000Refunding of previous issue
B41-08561972006-05-31$6,505,000CONSTRUCTION OF FACILITY

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
C$7,665,000---
A$7,380,000-$1,115,000$225,000
B$6,505,000-$390,000$153,300

Bond Financing Compliance

No rebate due
Yes
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
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
Yes
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

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

Filing and Contact Details

Filer

EIN
31-1630828
Phone
6516316162

Signing Officer

Name
Mark Meyer
Title
CFO
Signed
2015-08-13

Organization Details

Principal Officer
Mark Meyer
Formed
1999
Legal Domicile
Mn
Voting Board Members
3
Independent Board Members
0
Employees
0
Volunteers
48
Supplemental Narrative

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. The organization's tax returns for the 2011, 2012, and 2013 fiscal years are open to examination by the irs.”

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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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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt0270127
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt0161910
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt0127366
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IRS990ScheduleD/OtherAssetsOrgGrp/Desc1DUE FROM AFFILIATES
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE 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. THE ORGANIZATION'S TAX RETURNS FOR THE 2011, 2012, AND 2013 FISCAL YEARS ARE OPEN TO EXAMINATION BY THE IRS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$23,666,343
Liabilities
$20,811,209
Net assets
$2,855,134
Revenue
$6,181,144
Expenses
$5,405,980
Net income
$775,164
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$28.3$16.6$11.7$8.59$7.37$1.22
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.8$15.1$9.65$7.65$6.91$0.74
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.9$16.0$8.91$7.87$6.48$1.40
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.3$16.8$7.52$7.25$6.49$0.77
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.1$17.4$6.75$7.10$6.14$0.97
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.8$18.1$5.78$6.86$6.02$0.84
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.7$18.7$4.94$6.47$5.70$0.77
2016Detailed filing. Detailed filing data is available for this year.$24.5$20.1$4.45$6.45$5.76$0.68
2015Detailed filing. Detailed filing data is available for this year.$24.2$20.4$3.77$6.37$5.46$0.91
2014Detailed filing. Detailed filing data is available for this year.$23.7$20.8$2.86$6.18$5.41$0.78
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.4$21.3$2.08$5.35
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.0$21.6$1.40$5.56
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.2$22.2$1.00$5.32
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.0$22.5$0.57$5.33
Peer Organizations

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