Civic Intelligence

Avalon Square Inc

EIN 31-1662044 • 501(c)3 • Roseville, MN

Profile

The mission of avalon square, inc. Is to honor god by enriching the lives and touching the hearts of older adults.

2845 Hamline Ave NRoseville, MN 55113

www.preshomes.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

88th percentile

0.81x

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

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

90th percentile

2.41x

Higher debt load relative to revenue than 90% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

53rd percentile

5.7%

Higher net margin than 53% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

67th percentile

11%

Faster asset growth than 67% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2024

Revenue Growth

48th percentile

6.1%

Faster revenue growth than 48% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets88th percentile

Assets

Up

$21,861,843

Up $1,583,630 (+7.8%) from 2023

Liabilities

Up

$17,706,801

Up $1,166,393 (+7.1%) from 2023

Net Assets

Up

$4,155,042

Up $417,237 (+11%) from 2023

Operations
Liabilities / Revenue90th percentileNet Margin53rd percentile

Revenue

Up

$7,345,877

Up $463,666 (+6.7%) from 2023

Expenses

Up

$6,928,640

Up $438,493 (+6.8%) from 2023

Net Income

Up

$417,237

Up $25,173 (+6.4%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth67th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30M$20M$10M$0-$10MAssets 2010: $20,066,083Liabilities 2010: $21,391,720Net Assets 2010: -$1,325,6372010Assets 2011: $19,626,700Liabilities 2011: $21,081,769Net Assets 2011: -$1,455,0692011Assets 2012: $18,746,615Liabilities 2012: $20,905,997Net Assets 2012: -$2,159,3822012Assets 2013: $18,178,015Liabilities 2013: $19,737,269Net Assets 2013: -$1,559,2542013Assets 2014: $17,581,314Liabilities 2014: $18,314,725Net Assets 2014: -$733,4112014Assets 2015: $17,505,704Liabilities 2015: $17,460,430Net Assets 2015: $45,2742015Assets 2016: $18,143,781Liabilities 2016: $17,471,406Net Assets 2016: $672,3752016Assets 2017: $18,276,318Liabilities 2017: $16,816,483Net Assets 2017: $1,459,8352017Assets 2018: $18,491,597Liabilities 2018: $16,375,284Net Assets 2018: $2,116,3132018Assets 2019: $17,239,441Liabilities 2019: $15,669,270Net Assets 2019: $1,570,1712019Assets 2020: $17,428,766Liabilities 2020: $15,224,114Net Assets 2020: $2,204,6522020Assets 2021: $17,807,484Liabilities 2021: $14,976,900Net Assets 2021: $2,830,5842021Assets 2022: $17,747,585Liabilities 2022: $14,401,844Net Assets 2022: $3,345,7412022Assets 2023: $20,278,213Liabilities 2023: $16,540,408Net Assets 2023: $3,737,8052023Assets 2024: $21,861,843Liabilities 2024: $17,706,801Net Assets 2024: $4,155,0422024

Highlighted filing

2024

Assets$21,861,843
Liabilities$17,706,801
Net Assets$4,155,042
Open 2024 Filing

Operations Trend

Revenue Growth48th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $5,280,3212010Expenses 2011: $5,326,8782011Expenses 2012: $6,335,9892012Expenses 2013: $4,948,4702013Revenue 2014: $5,694,234Expenses 2014: $4,868,391Net Income 2014: $825,8432014Revenue 2015: $5,737,594Expenses 2015: $4,958,909Net Income 2015: $778,6852015Revenue 2016: $5,731,313Expenses 2016: $5,104,212Net Income 2016: $627,1012016Revenue 2017: $5,933,304Expenses 2017: $5,145,844Net Income 2017: $787,4602017Revenue 2018: $5,983,928Expenses 2018: $5,327,450Net Income 2018: $656,4782018Revenue 2019: $6,160,839Expenses 2019: $6,706,981Net Income 2019: -$546,1422019Revenue 2020: $6,087,322Expenses 2020: $5,452,841Net Income 2020: $634,4812020Revenue 2021: $6,378,859Expenses 2021: $5,752,927Net Income 2021: $625,9322021Revenue 2022: $6,531,014Expenses 2022: $6,015,857Net Income 2022: $515,1572022Revenue 2023: $6,882,211Expenses 2023: $6,490,147Net Income 2023: $392,0642023Revenue 2024: $7,345,877Expenses 2024: $6,928,640Net Income 2024: $417,2372024

Highlighted filing

2024

Revenue$7,345,877
Expenses$6,928,640
Net Income$417,237
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$21,861,843
Liabilities
$17,706,801
Net assets
$4,155,042
Revenue
$7,345,877
Expenses
$6,928,640
Net income
$417,237
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.9$17.7$4.16$7.35$6.93$0.42
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.3$16.5$3.74$6.88$6.49$0.39
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.7$14.4$3.35$6.53$6.02$0.52
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.8$15.0$2.83$6.38$5.75$0.63
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.4$15.2$2.20$6.09$5.45$0.63
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.2$15.7$1.57$6.16$6.71$0.55
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.5$16.4$2.12$5.98$5.33$0.66
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.3$16.8$1.46$5.93$5.15$0.79
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.1$17.5$0.67$5.73$5.10$0.63
2015Detailed filing. Detailed filing data is available for this year.$17.5$17.5$0.05$5.74$4.96$0.78
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.6$18.3$0.73$5.69$4.87$0.83
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.2$19.7$1.56$4.95
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.7$20.9$2.16$6.34
2011XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.6$21.1$1.46$5.33
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.1$21.4$1.33$5.28
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Aug 12, 2025
Return Version
2023v6.0
Gross Receipts
$7,347,336
Mission and Program Overview

Mission

The mission of avalon square, inc. 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$18,765,652$20,247,433▲ $1,481,781
Savings and Temporary Cash Investments$728,021$747,377▲ $19,356
Investments Other Securities$607,271$704,244▲ $96,973
Accounts Receivable$82,408$74,671▼ $7,737
Intangible Assets$79,359$71,845▼ $7,514
Prepaid Expenses and Deferred Charges$15,502$16,273▲ $771
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$20,278,213$21,861,843▲ $1,583,630
Other Assets Total-$0-
Liabilities
Mortgage Notes Payable Secured by Investment Property$13,231,794$12,698,421▼ $533,373
Other Liabilities$2,871,731$4,332,061▲ $1,460,330
Accounts Payable and Accrued Expenses$226,365$451,001▲ $224,636
Escrow Account Liability$210,518$225,318▲ $14,800
Total Liabilities$16,540,408$17,706,801▲ $1,166,393
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,737,805$4,155,042▲ $417,237
Total Net Assets Fund Balance$3,737,805$4,155,042▲ $417,237
Total Liabilities and Net Assets / Fund Balance$20,278,213$21,861,843▲ $1,583,630

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$10,101,616$13,426,077$23,527,693
Equipment$8,494,985$781,773$9,276,758
Land$1,579,898-$1,579,898
Leasehold Improvements$70,934$17,443$88,377
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Frank HabibBoard Chair
Martha BrownVice Chair
Dean MullerBoard Member
Duane LarsonBoard Member
Jeffrey HeinBoard Member
Keith PierceBoard Member
Rev Lisa HeckmanBoard Member
Kevin SjostromBoard Secretary
Dan LindhCEO
Mark MeyerCFO
Jonathan FletcherVP Development
Mark PedersonVP Operations (may 2023)

Highest Paid Contractors

ContractorServicesLocationCompensation
Phs Management LLCManagement Fee2845 HAMLINE AVE N, Roseville, MN 55113$364,208
Revenue and Support

Revenue Composition

Contributions and Grants
$86,098
Program Service Revenue
$7,032,184
Investment Income
$3,853
Other Revenue
$223,742
Change in Net Assets
$417,237

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,345,877
Total Revenue per Audited Statements
$7,345,877
Total Revenue per Form 990
$7,345,877
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,469,887
Salaries, Compensation, and Employee Benefits$3,447,530
Grants and Similar Amounts Paid$11,223
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,436,640$375,409-$2,812,049
Depreciation Depletion$1,240,476--$1,240,476
Occupancy$347,030$100,333-$447,363
Other Employee Benefits$330,608$50,936-$381,544
Fees for Services Management-$364,208-$364,208
Interest$302,888--$302,888
Payroll Taxes$188,111$28,982-$217,093
Insurance-$128,203-$128,203
Office Expenses$39,183$56,406-$95,589
Fees for Services Other$93,022--$93,022
Information Technology-$72,060-$72,060
Pension Plan Contributions$31,925$4,919-$36,844
Fees for Services Accounting-$20,475-$20,475
Other Expenses$18,154$14,762-$18,154
Advertising$5,308$9,988-$15,296
Grants to Domestic Individuals$11,223--$11,223
Travel$8,631--$8,631
Conferences and Meetings$2,258--$2,258
Total Functional Expenses$5,701,959$1,226,681$0$6,928,640

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$6,928,640
Total Expenses per Audited Statements$6,928,640
Total Expenses per Form 990$6,928,640
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$4,332,061
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 of wisconsin, inc.”

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

“Prior to filing with the irs, the organization's form 990 is made available to the governing body of the member that controls management of the organization and appoints some or all directors to the organization. Officers and management of the organization have been involved in the preparation of the form 990 and remain accountable to the governing body through regular review of financial reports and related information.”

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
Avalon Square Inc
EIN
31-1662044
Phone
6516316162
Address
2845 HAMLINE AVE N, ROSEVILLE, MN 55113

Signing Officer

Name
Mark Meyer
Title
CFO
Signed
2025-08-12

Organization Details

Principal Officer
Jonathan Fletcher
Formed
2004
Legal Domicile
Wi
Voting Board Members
6
Independent Board Members
4
Employees
0
Volunteers
78
Supplemental Narrative

Financial Statement Notes

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

“The organization holds tenant security deposits for its residents. Money is held in a segregated damage deposit account and earns interest while it is held. Residents receive a refund of their damage deposit upon discharge, after any deductions for necessary repairs and damages.”

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 640 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.

Path#Value
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IRS990/AdvertisingGrp/ManagementAndGeneralAmt09988
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IRS990/AdvertisingGrp/TotalAmt015296
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IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
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IRS990/Form990PartVIISectionAGrp/PersonNm1MARK MEYER
IRS990/Form990PartVIISectionAGrp/PersonNm2JONATHAN FLETCHER
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