Civic Intelligence

Avalon Square Inc.

990 • Fiscal year 2022 • EIN 31-1662044

Oct 01, 2021 to Sep 30, 2022 • Filed on Aug 14, 2023

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

88th percentile

0.81x

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

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

89th percentile

2.21x

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

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Net Margin

53rd percentile

7.9%

Higher net margin than 53% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

96th percentile

$943,678

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 14.4% of source-year revenue.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Asset Growth

47th percentile

-0.3%

Faster asset growth than 47% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

47th percentile

2.4%

Faster revenue growth than 47% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets88th percentile

Assets

Down

$17,747,585

Down $59,899 (-0.3%) from 2021

Net Assets

Up

$3,345,741

Up $515,157 (+18%) from 2021

Liabilities

Down

$14,401,844

Down $575,056 (-3.8%) from 2021

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin53rd percentile

Revenue

Up

$6,531,014

Up $152,155 (+2.4%) from 2021

Expenses

Up

$6,015,857

Up $262,930 (+4.6%) from 2021

Net Income

Down

$515,157

Down $110,775 (-18%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth47th 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

2022

Assets$17,747,585
Liabilities$14,401,844
Net Assets$3,345,741
Open 2022 Filing

Operations Trend

Revenue Growth47th 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

2022

Revenue$6,531,014
Expenses$6,015,857
Net Income$515,157
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2021 to Sep 30, 2022
Signed
Aug 14, 2023
Return Version
2021v4.1
Gross Receipts
$6,531,014
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$14,026,471$14,256,627▲ $230,156
Savings and Temporary Cash Investments$3,113,231$2,799,686▼ $313,545
Investments Other Securities$484,026$530,989▲ $46,963
Intangible Assets$95,326$87,188▼ $8,138
Accounts Receivable$74,221$58,278▼ $15,943
Prepaid Expenses and Deferred Charges$14,209$14,817▲ $608
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$17,807,484$17,747,585▼ $59,899
Other Assets Total-$0-
Liabilities
Mortgage Notes Payable Secured by Investment Property$14,261,850$13,752,841▼ $509,009
Accounts Payable and Accrued Expenses$419,883$353,509▼ $66,374
Escrow Account Liability$170,305$198,505▲ $28,200
Other Liabilities$124,862$96,989▼ $27,873
Total Liabilities$14,976,900$14,401,844▼ $575,056
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,830,584$3,345,741▲ $515,157
Total Net Assets Fund Balance$2,830,584$3,345,741▲ $515,157
Total Liabilities and Net Assets / Fund Balance$17,807,484$17,747,585▼ $59,899

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$11,191,636$11,934,480$23,126,116
Land$1,579,898-$1,579,898
Equipment$473,164$879,509$1,352,673
Other Land Buildings$989,913-$989,913
Leasehold Improvements$22,016$476,770$498,786
Compensation and Service Providers
Top Officer Pay96th percentile

Board Members and Trustees

NameTitle
Kevin SjostromBoard Chair
Jesse GreenleePast Bd Chair
Dean MullerBoard Member
Frank HabibBoard Member
James GuckenbergBoard Member
Jeffrey HeinBoard Member
Jude CarlinBoard Member
Keith PierceBoard Member
Martha BrownBoard Member
Rachel YatesBoard Member
Barry JamesBd Mem to 12/21
Dan LindhCEO
Mark MeyerCFO
Suzy FrasierSecretary
Teresa LarsonSVP Human Resources
Duane LarsonSVP Operations
Jonathan FletcherVP Development

Highest Paid Contractors

ContractorServicesLocationCompensation
Phs Management LLCManagement Fee2845 N HAMLINE AVE, Roseville, MN 55113$324,053
Revenue and Support

Revenue Composition

Contributions and Grants
$87,889
Program Service Revenue
$6,216,129
Investment Income
$1,017
Other Revenue
$225,979
Change in Net Assets
$515,157

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,531,014
Total Revenue per Audited Statements
$6,531,014
Total Revenue per Form 990
$6,531,014
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,098,916
Salaries, Compensation, and Employee Benefits$2,915,860
Grants and Similar Amounts Paid$1,081
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,053,731$328,489-$2,382,220
Depreciation Depletion$966,119--$966,119
Occupancy$362,731$111,060-$473,791
Other Employee Benefits$289,223$46,261-$335,484
Interest$327,299--$327,299
Fees for Services Management-$324,053-$324,053
Payroll Taxes$144,675$23,140-$167,815
Insurance-$104,773-$104,773
Office Expenses$29,894$59,023-$88,917
Fees for Services Other$73,023$1,606-$74,629
Information Technology-$62,999-$62,999
Other Expenses$36,781$10,660-$36,781
Pension Plan Contributions$26,157$4,184-$30,341
Fees for Services Accounting-$21,030-$21,030
Advertising$9,521$2,696-$12,217
Travel$5,352--$5,352
Conferences and Meetings$2,638--$2,638
Grants to Domestic Individuals$1,081--$1,081
Fees for Services Legal-$-1,546-$-1,546
Total Functional Expenses$4,917,429$1,098,428$0$6,015,857

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$6,015,857
Total Expenses per Audited Statements$6,015,857
Total Expenses per Form 990$6,015,857
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$96,989
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
2023-08-14

Organization Details

Principal Officer
Mark Meyer
Formed
2004
Legal Domicile
Wi
Voting Board Members
11
Independent Board Members
10
Employees
0
Volunteers
51
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 681 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/BOYAmt0419883
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0353509
IRS990/AccountsReceivableGrp/BOYAmt074221
IRS990/AccountsReceivableGrp/EOYAmt058278
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/ManagementAndGeneralAmt02696
IRS990/AdvertisingGrp/ProgramServicesAmt09521
IRS990/AdvertisingGrp/TotalAmt012217
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/ProgramServicesAmt02638
IRS990/ConferencesMeetingsGrp/TotalAmt02638
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0true
IRS990/ContractorCompensationGrp/CompensationAmt0324053
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/CYContributionsGrantsAmt087889
IRS990/CYGrantsAndSimilarPaidAmt01081
IRS990/CYInvestmentIncomeAmt01017
IRS990/CYOtherExpensesAmt03098916
IRS990/CYOtherRevenueAmt0225979
IRS990/CYProgramServiceRevenueAmt06216129
IRS990/CYRevenuesLessExpensesAmt0515157
IRS990/CYSalariesCompEmpBnftPaidAmt02915860
IRS990/CYTotalExpensesAmt06015857
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt06531014
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0true
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0966119
IRS990/DepreciationDepletionGrp/TotalAmt0966119
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/BOYAmt0170305
IRS990/EscrowAccountLiabilityGrp/EOYAmt0198505
IRS990/ExpenseAmt04917429
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditPerformedInd0true
IRS990/FederalGrantAuditRequiredInd0true
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt021030
IRS990/FeesForServicesAccountingGrp/TotalAmt021030
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt0-1546
IRS990/FeesForServicesLegalGrp/TotalAmt0-1546
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt0324053
IRS990/FeesForServicesManagementGrp/TotalAmt0324053
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt01606
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt073023
IRS990/FeesForServicesOtherGrp/TotalAmt074629
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/AverageHoursPerWeekRltdOrgRt50.00
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/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/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/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt023937
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt127414
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt220328
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt327414
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt419541
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
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/PersonNm0DAN LINDH
IRS990/Form990PartVIISectionAGrp/PersonNm1MARK MEYER
IRS990/Form990PartVIISectionAGrp/PersonNm2JONATHAN FLETCHER
IRS990/Form990PartVIISectionAGrp/PersonNm3DUANE LARSON
IRS990/Form990PartVIISectionAGrp/PersonNm4TERESA LARSON
IRS990/Form990PartVIISectionAGrp/PersonNm5SUZY FRASIER
IRS990/Form990PartVIISectionAGrp/PersonNm6RACHEL YATES
IRS990/Form990PartVIISectionAGrp/PersonNm7DEAN MULLER
IRS990/Form990PartVIISectionAGrp/PersonNm8FRANK HABIB
IRS990/Form990PartVIISectionAGrp/PersonNm9KEITH PIERCE
IRS990/Form990PartVIISectionAGrp/PersonNm10MARTHA BROWN
IRS990/Form990PartVIISectionAGrp/PersonNm11JUDE CARLIN
IRS990/Form990PartVIISectionAGrp/PersonNm12KEVIN SJOSTROM
IRS990/Form990PartVIISectionAGrp/PersonNm13JAMES GUCKENBERG
IRS990/Form990PartVIISectionAGrp/PersonNm14JESSE GREENLEE
IRS990/Form990PartVIISectionAGrp/PersonNm15JEFFREY HEIN
IRS990/Form990PartVIISectionAGrp/PersonNm16BARRY JAMES
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/ReportableCompFromRltdOrgAmt0919741
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1445702
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt2347973
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt3323989
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt4323848
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
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/TitleTxt0CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt2VP DEVELOPMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3SVP OPERATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt4SVP HUMAN RESOURCES
IRS990/Form990PartVIISectionAGrp/TitleTxt5Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14PAST BD CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt15BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt16BD MEM TO 12/21
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02004
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/ConsolAndSepBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GovernmentGrantsAmt08391
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt01081
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt01081
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt06531014
IRS990/GrossRentsGrp/RealAmt098313
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt062999
IRS990/InformationTechnologyGrp/TotalAmt062999
IRS990/InsuranceGrp/ManagementAndGeneralAmt0104773
IRS990/InsuranceGrp/TotalAmt0104773
IRS990/IntangibleAssetsGrp/BOYAmt095326
IRS990/IntangibleAssetsGrp/EOYAmt087188
IRS990/InterestGrp/ProgramServicesAmt0327299
IRS990/InterestGrp/TotalAmt0327299
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt01017
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01017
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0484026
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0530989
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt013290759
IRS990/LandBldgEquipBasisNetGrp/BOYAmt014026471
IRS990/LandBldgEquipBasisNetGrp/EOYAmt014256627
IRS990/LandBldgEquipCostOrOtherBssAmt027547386
IRS990/LegalDomicileStateCd0WI
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MiscellaneousRevenueGrp/ExclusionAmt06144
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt06144
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/MortgNotesPyblScrdInvstPropGrp/BOYAmt014261850
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt013752841
IRS990/NetAssetsOrFundBalancesBOYAmt02830584
IRS990/NetAssetsOrFundBalancesEOYAmt03345741
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt098313
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt098313
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt02830584
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt03345741
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt0111060
IRS990/OccupancyGrp/ProgramServicesAmt0362731
IRS990/OccupancyGrp/TotalAmt0473791
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt059023
IRS990/OfficeExpensesGrp/ProgramServicesAmt029894
IRS990/OfficeExpensesGrp/TotalAmt088917
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt046261
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0289223
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0335484
IRS990/OtherExpensesGrp/Desc0FOOD
IRS990/OtherExpensesGrp/Desc1BUILDING/MAINT SUPPORT/CONTRAC
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc3MEDICAL SUPPLIES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt010660
IRS990/OtherExpensesGrp/ProgramServicesAmt0302088
IRS990/OtherExpensesGrp/ProgramServicesAmt1238026
IRS990/OtherExpensesGrp/ProgramServicesAmt249090
IRS990/OtherExpensesGrp/ProgramServicesAmt336781
IRS990/OtherExpensesGrp/TotalAmt0302088
IRS990/OtherExpensesGrp/TotalAmt1238026
IRS990/OtherExpensesGrp/TotalAmt259750
IRS990/OtherExpensesGrp/TotalAmt336781
IRS990/OtherLiabilitiesGrp/BOYAmt0124862
IRS990/OtherLiabilitiesGrp/EOYAmt096989
IRS990/OtherRevenueMiscGrp/BusinessCd0446199
IRS990/OtherRevenueMiscGrp/BusinessCd1722210
IRS990/OtherRevenueMiscGrp/BusinessCd2900099
IRS990/OtherRevenueMiscGrp/Desc0BEAUTY SHOP
IRS990/OtherRevenueMiscGrp/Desc1CULINARY
IRS990/OtherRevenueMiscGrp/Desc2MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt014442
IRS990/OtherRevenueMiscGrp/ExclusionAmt172628
IRS990/OtherRevenueMiscGrp/ExclusionAmt234452
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt014442
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt172628
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt234452
IRS990/OtherRevenueTotalAmt0127666
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0328489
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02053731
IRS990/OtherSalariesAndWagesGrp/TotalAmt02382220
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt023140
IRS990/PayrollTaxesGrp/ProgramServicesAmt0144675
IRS990/PayrollTaxesGrp/TotalAmt0167815
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt04184
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt026157
IRS990/PensionPlanContributionsGrp/TotalAmt030341
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt014209
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt014817
IRS990/PrincipalOfficerNm0MARK MEYER
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0623000
IRS990/ProgramServiceRevenueGrp/Desc0RENT & CARE INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt06216129
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt06216129
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0245225
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt01686
IRS990/PYInvestmentIncomeAmt0838
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt02991716
IRS990/PYOtherRevenueAmt0238258
IRS990/PYProgramServiceRevenueAmt05894538
IRS990/PYRevenuesLessExpensesAmt0625932
IRS990/PYSalariesCompEmpBnftPaidAmt02759525
IRS990/PYTotalExpensesAmt05752927
IRS990/PYTotalRevenueAmt06378859
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0515157
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RelatedOrganizationsAmt079498
IRS990/RentalIncomeOrLossGrp/RealAmt098313
IRS990/ReportInvestmentsOtherSecInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$17,747,585
Liabilities
$14,401,844
Net assets
$3,345,741
Revenue
$6,531,014
Expenses
$6,015,857
Net income
$515,157
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