Civic Intelligence

Avalon Square Inc.

990 • Fiscal year 2020 • EIN 31-1662044

Oct 01, 2019 to Sep 30, 2020 • Filed on Aug 11, 2021

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

89th percentile

0.87x

Higher debt load relative to assets than 89% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

89th percentile

2.50x

Higher debt load relative to revenue than 89% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Net Margin

64th percentile

10%

Higher net margin than 64% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

96th percentile

$922,475

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 15.2% of source-year revenue.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Asset Growth

31st percentile

1.1%

Faster asset growth than 31% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

41st percentile

-1.2%

Faster revenue growth than 41% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets89th percentile

Assets

Up

$17,428,766

Up $189,325 (+1.1%) from 2019

Net Assets

Up

$2,204,652

Up $634,481 (+40%) from 2019

Liabilities

Down

$15,224,114

Down $445,156 (-2.8%) from 2019

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin64th percentile

Revenue

Down

$6,087,322

Down $73,517 (-1.2%) from 2019

Expenses

Down

$5,452,841

Down $1,254,140 (-19%) from 2019

Net Income

Up

$634,481

Up $1,180,623 (+216%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

$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

2020

Assets$17,428,766
Liabilities$15,224,114
Net Assets$2,204,652
Open 2020 Filing

Operations Trend

Revenue Growth41st percentile

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$6,087,322
Expenses$5,452,841
Net Income$634,481
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2019 to Sep 30, 2020
Signed
Aug 11, 2021
Return Version
2019v5.0
Gross Receipts
$6,087,322
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$15,492,441$14,634,703▼ $857,738
Savings and Temporary Cash Investments$1,020,128$2,010,633▲ $990,505
Investments Other Securities$539,866$586,604▲ $46,738
Intangible Assets$112,498$103,765▼ $8,733
Accounts Receivable$55,939$40,521▼ $15,418
Prepaid Expenses and Deferred Charges$12,624$12,486▼ $138
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$17,239,441$17,428,766▲ $189,325
Other Assets Total$5,945$40,054▲ $34,109
Liabilities
Tax Exempt Bond Liabilities$15,244,856$14,759,098▼ $485,758
Accounts Payable and Accrued Expenses$273,609$319,011▲ $45,402
Escrow Account Liability$150,805$146,005▼ $4,800
Total Liabilities$15,669,270$15,224,114▼ $445,156
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,570,171$2,204,652▲ $634,481
Total Net Assets Fund Balance$1,570,171$2,204,652▲ $634,481
Total Liabilities and Net Assets / Fund Balance$17,239,441$17,428,766▲ $189,325

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$12,390,630$10,491,261$22,881,891
Land$1,579,898-$1,579,898
Equipment$587,559$856,346$1,443,905
Leasehold Improvements$76,616$428,620$505,236
Compensation and Service Providers
Top Officer Pay96th percentile

Board Members and Trustees

NameTitle
Kent Tess-mattnerBoard Chair
Jesse GreenleeBrd Vice Chair
Barry JamesBoard Member
Christian BoydBoard Member
Dean MullerBoard Member
Frank HabibBoard Member
James GuckenbergBoard Member
Jeffrey HeinBoard Member
Jude CarlinBoard Member
Keith PierceBoard Member
Martha BrownBoard Member
Rachel YatesBoard Member
Kevin SjostromBoard Memberg
Dan LindhCEO
Mark MeyerCFO
Suzy FrasierSecretary
Teresa LarsonSVP Human Resources
Duane LarsonSVP Operations
Jonathan FletcherVP Development
William HagstromVP Development

Highest Paid Contractors

ContractorServicesLocationCompensation
Phs Management LLCManagement Fee2845 N HAMLINE AVE, Roseville, MN 55113$302,237
Revenue and Support

Revenue Composition

Contributions and Grants
$86,426
Program Service Revenue
$5,757,666
Investment Income
$1,150
Other Revenue
$242,080
Change in Net Assets
$634,481

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,087,322
Revenue Not Reported on Form 990
$1
Total Revenue per Audited Statements
$6,087,323
Total Revenue per Form 990
$6,087,322
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,871,593
Salaries, Compensation, and Employee Benefits$2,580,338
Grants and Similar Amounts Paid$910
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,777,486$310,449-$2,087,935
Depreciation Depletion$977,192--$977,192
Interest$350,595--$350,595
Fees for Services Management-$302,237-$302,237
Other Employee Benefits$251,848$42,345-$294,193
Occupancy$277,722--$277,722
Payroll Taxes$144,779$25,349-$170,128
Insurance-$150,297-$150,297
Other Expenses$104,824$17,556-$122,380
Office Expenses-$89,229-$89,229
Information Technology-$66,468-$66,468
Fees for Services Other$28,383$93-$28,476
Pension Plan Contributions$23,898$4,184-$28,082
Fees for Services Accounting-$18,800-$18,800
Conferences and Meetings$5,624$985-$6,609
Fees for Services Legal-$3,500-$3,500
Travel$2,539$444-$2,983
Advertising-$1,779-$1,779
Grants to Domestic Individuals$910--$910
Total Functional Expenses$4,419,126$1,033,715$0$5,452,841

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$5,452,841
Expenses per Audited Statements$5,452,837
Total Expenses per Audited Statements$5,452,837
Expenses Not Reported on Financial Statements$4
Other Expense Adjustments$4
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-
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, 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 of wisconsin, inc.”

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

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

Signing Officer

Name
Mark Meyer
Title
CFO
Signed
2021-08-11

Organization Details

Principal Officer
Mark Meyer
Formed
2004
Legal Domicile
Wi
Voting Board Members
15
Independent Board Members
14
Employees
0
Volunteers
68
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 segragated 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.”

Part XI, Line 2D: Other revenue amounts included in F/S but not included on form 990

“IMMATERIAL DIFFERENCE $1”

Part XII, Line 4B: Other revenue amounts included on 990 but not included in F/S

“IMMATERIAL DIFFERENCE $4”

Raw XML AppendixShowing 400 of 687 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0273609
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0319011
IRS990/AccountsReceivableGrp/BOYAmt055939
IRS990/AccountsReceivableGrp/EOYAmt040521
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE MISSION OF AVALON SQUARE, INC. IS TO HONOR GOD BY ENRICHING THE LIVES AND TOUCHING THE HEARTS OF OLDER ADULTS.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt01779
IRS990/AdvertisingGrp/TotalAmt01779
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0HEIDI PETERSON
IRS990/BooksInCareOfDetail/PhoneNum06516316162
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02845 N HAMLINE AVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0ROSEVILLE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd055113
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt0985
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt05624
IRS990/ConferencesMeetingsGrp/TotalAmt06609
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0true
IRS990/ContractorCompensationGrp/CompensationAmt0302237
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt02845 N HAMLINE AVE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0ROSEVILLE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0MN
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd055113
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0PHS MANAGEMENT LLC
IRS990/ContractorCompensationGrp/ServicesDesc0MANAGEMENT FEE
IRS990/CreditCounselingInd0true
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt086426
IRS990/CYGrantsAndSimilarPaidAmt0910
IRS990/CYInvestmentIncomeAmt01150
IRS990/CYOtherExpensesAmt02871593
IRS990/CYOtherRevenueAmt0242080
IRS990/CYProgramServiceRevenueAmt05757666
IRS990/CYRevenuesLessExpensesAmt0634481
IRS990/CYSalariesCompEmpBnftPaidAmt02580338
IRS990/CYTotalExpensesAmt05452841
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt06087322
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0true
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0977192
IRS990/DepreciationDepletionGrp/TotalAmt0977192
IRS990/Desc0AVALON SQUARE INC. LOCATED IN WAUKESHA, WISCONSIN CONSISTS OF 27 ASSISTED LIVING UNITS SPECIALIZING IN MEMORY CARE, 48 TRADITIONAL ASSISTED LIVING APARTMENTS AND 68 INDEPENDENT LIVING APARTMENTS.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountLiabilityGrp/BOYAmt0150805
IRS990/EscrowAccountLiabilityGrp/EOYAmt0146005
IRS990/ExpenseAmt04419126
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditPerformedInd0true
IRS990/FederalGrantAuditRequiredInd0true
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt018800
IRS990/FeesForServicesAccountingGrp/TotalAmt018800
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt03500
IRS990/FeesForServicesLegalGrp/TotalAmt03500
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt0302237
IRS990/FeesForServicesManagementGrp/TotalAmt0302237
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt093
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt028383
IRS990/FeesForServicesOtherGrp/TotalAmt028476
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt039.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt139.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt239.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt339.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt439.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt539.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt130.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt150.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt160.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt170.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt180.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt190.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt151.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt161.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt171.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt181.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt191.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt023795
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt127331
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt215893
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt319162
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt426773
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt518803
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/PersonNm0DAN LINDH
IRS990/Form990PartVIISectionAGrp/PersonNm1MARK MEYER
IRS990/Form990PartVIISectionAGrp/PersonNm2JONATHAN FLETCHER
IRS990/Form990PartVIISectionAGrp/PersonNm3TERESA LARSON
IRS990/Form990PartVIISectionAGrp/PersonNm4DUANE LARSON
IRS990/Form990PartVIISectionAGrp/PersonNm5WILLIAM HAGSTROM
IRS990/Form990PartVIISectionAGrp/PersonNm6KENT TESS-MATTNER
IRS990/Form990PartVIISectionAGrp/PersonNm7CHRISTIAN BOYD
IRS990/Form990PartVIISectionAGrp/PersonNm8DEAN MULLER
IRS990/Form990PartVIISectionAGrp/PersonNm9FRANK HABIB
IRS990/Form990PartVIISectionAGrp/PersonNm10KEITH PIERCE
IRS990/Form990PartVIISectionAGrp/PersonNm11MARTHA BROWN
IRS990/Form990PartVIISectionAGrp/PersonNm12SUZY FRASIER
IRS990/Form990PartVIISectionAGrp/PersonNm13JUDE CARLIN
IRS990/Form990PartVIISectionAGrp/PersonNm14KEVIN SJOSTROM
IRS990/Form990PartVIISectionAGrp/PersonNm15JAMES GUCKENBERG
IRS990/Form990PartVIISectionAGrp/PersonNm16JESSE GREENLEE
IRS990/Form990PartVIISectionAGrp/PersonNm17JEFFREY HEIN
IRS990/Form990PartVIISectionAGrp/PersonNm18BARRY JAMES
IRS990/Form990PartVIISectionAGrp/PersonNm19RACHEL YATES
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt0898680
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1434244
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt2326768
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt3312117
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt4278468
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt5256717
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/TitleTxt0CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt2VP DEVELOPMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3SVP HUMAN RESOURCES
IRS990/Form990PartVIISectionAGrp/TitleTxt4SVP OPERATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt5VP DEVELOPMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD MEMBERG
IRS990/Form990PartVIISectionAGrp/TitleTxt15BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt16BRD VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt17BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt18BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt19BOARD MEMBER
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02004
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/ConsolAndSepBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GrantAmt0910
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0910
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0910
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt06087322
IRS990/GrossRentsGrp/RealAmt096877
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt014
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt066468
IRS990/InformationTechnologyGrp/TotalAmt066468
IRS990/InsuranceGrp/ManagementAndGeneralAmt0150297
IRS990/InsuranceGrp/TotalAmt0150297
IRS990/IntangibleAssetsGrp/BOYAmt0112498
IRS990/IntangibleAssetsGrp/EOYAmt0103765
IRS990/InterestGrp/ProgramServicesAmt0350595
IRS990/InterestGrp/TotalAmt0350595
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt01150
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01150
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0539866
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0586604
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt011776227
IRS990/LandBldgEquipBasisNetGrp/BOYAmt015492441
IRS990/LandBldgEquipBasisNetGrp/EOYAmt014634703
IRS990/LandBldgEquipCostOrOtherBssAmt026410930
IRS990/LegalDomicileStateCd0WI
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE MISSION OF AVALON SQUARE, INC. IS TO HONOR GOD BY ENRICHING THE LIVES AND TOUCHING THE HEARTS OF OLDER ADULTS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01570171
IRS990/NetAssetsOrFundBalancesEOYAmt02204652
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt096877
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt096877
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01570171
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt02204652
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt0277722
IRS990/OccupancyGrp/TotalAmt0277722
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt089229
IRS990/OfficeExpensesGrp/TotalAmt089229
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt05945
IRS990/OtherAssetsTotalGrp/EOYAmt040054
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt042345
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0251848
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0294193
IRS990/OtherExpensesGrp/Desc0BUILDING/MAINT SUPPORT/CONTRAC
IRS990/OtherExpensesGrp/Desc1FOOD
IRS990/OtherExpensesGrp/Desc2MISCELLEANOUS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt017556
IRS990/OtherExpensesGrp/ProgramServicesAmt0254216
IRS990/OtherExpensesGrp/ProgramServicesAmt1219110
IRS990/OtherExpensesGrp/ProgramServicesAmt2104824
IRS990/OtherExpensesGrp/TotalAmt0254216
IRS990/OtherExpensesGrp/TotalAmt1219110
IRS990/OtherExpensesGrp/TotalAmt2122380
IRS990/OtherRevenueMiscGrp/BusinessCd0722210
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0CULINARY
IRS990/OtherRevenueMiscGrp/Desc1MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt079074
IRS990/OtherRevenueMiscGrp/ExclusionAmt166129
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt079074
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt166129
IRS990/OtherRevenueTotalAmt0145203
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0310449
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01777486
IRS990/OtherSalariesAndWagesGrp/TotalAmt02087935
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt025349
IRS990/PayrollTaxesGrp/ProgramServicesAmt0144779
IRS990/PayrollTaxesGrp/TotalAmt0170128
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt04184
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt023898
IRS990/PensionPlanContributionsGrp/TotalAmt028082
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt012624
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt012486
IRS990/PrincipalOfficerNm0MARK MEYER
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0623000
IRS990/ProgramServiceRevenueGrp/Desc0RENT & CARE INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt05757666
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt05757666
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt073383
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt01326820
IRS990/PYInvestmentIncomeAmt04546
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt02871143
IRS990/PYOtherRevenueAmt0258059
IRS990/PYProgramServiceRevenueAmt05824851
IRS990/PYRevenuesLessExpensesAmt0-546142
IRS990/PYSalariesCompEmpBnftPaidAmt02509018
IRS990/PYTotalExpensesAmt06706981
IRS990/PYTotalRevenueAmt06160839
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0634481

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,428,766
Liabilities
$15,224,114
Net assets
$2,204,652
Revenue
$6,087,322
Expenses
$5,452,841
Net income
$634,481
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
2020Detailed filing. Detailed filing data is available for this year.$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