Civic Intelligence

Avalon Square Inc.

990 • Fiscal year 2023 • EIN 31-1662044

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

Organization ProfileWWW.PRESHOMES.ORG
2845 Hamline Ave NRoseville, 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

0.82x

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

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

Liabilities / Revenue

90th percentile

2.40x

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

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

Net Margin

55th percentile

5.7%

Higher net margin than 55% of similar nonprofits.

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

Top Officer Pay

96th percentile

$862,457

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 12.5% of source-year revenue.

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

Asset Growth

70th percentile

14%

Faster asset growth than 70% of similar nonprofits.

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

Revenue Growth

50th percentile

5.4%

Faster revenue growth than 50% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets88th percentile

Assets

Up

$20,278,213

Up $2,530,628 (+14%) from 2022

Net Assets

Up

$3,737,805

Up $392,064 (+12%) from 2022

Liabilities

Up

$16,540,408

Up $2,138,564 (+15%) from 2022

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin55th percentile

Revenue

Up

$6,882,211

Up $351,197 (+5.4%) from 2022

Expenses

Up

$6,490,147

Up $474,290 (+7.9%) from 2022

Net Income

Down

$392,064

Down $123,093 (-24%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth70th 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

2023

Assets$20,278,213
Liabilities$16,540,408
Net Assets$3,737,805
Open 2023 Filing

Operations Trend

Revenue Growth50th 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

2023

Revenue$6,882,211
Expenses$6,490,147
Net Income$392,064
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2022 to Sep 30, 2023
Signed
Aug 13, 2024
Return Version
2022v5.0
Gross Receipts
$6,882,211
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$14,256,627$18,765,652▲ $4,509,025
Savings and Temporary Cash Investments$2,799,686$728,021▼ $2,071,665
Investments Other Securities$530,989$607,271▲ $76,282
Accounts Receivable$58,278$82,408▲ $24,130
Intangible Assets$87,188$79,359▼ $7,829
Prepaid Expenses and Deferred Charges$14,817$15,502▲ $685
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$17,747,585$20,278,213▲ $2,530,628
Other Assets Total-$0-
Liabilities
Mortgage Notes Payable Secured by Investment Property$13,752,841$13,231,794▼ $521,047
Other Liabilities$96,989$2,871,731▲ $2,774,742
Accounts Payable and Accrued Expenses$353,509$226,365▼ $127,144
Escrow Account Liability$198,505$210,518▲ $12,013
Total Liabilities$14,401,844$16,540,408▲ $2,138,564
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,345,741$3,737,805▲ $392,064
Total Net Assets Fund Balance$3,345,741$3,737,805▲ $392,064
Total Liabilities and Net Assets / Fund Balance$17,747,585$20,278,213▲ $2,530,628

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$10,567,412$12,701,296$23,268,708
Equipment$6,560,879$895,440$7,456,319
Land$1,579,898-$1,579,898
Leasehold Improvements$57,463$491,728$549,191
Compensation and Service Providers
Top Officer Pay96th percentile

Board Members and Trustees

NameTitle
Kevin SjostromBoard 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
Dan LindhCEO
Mark MeyerCFO
Suzy FrasierSecretary 12/22
Teresa LarsonSVP Employee Experience
Jonathan FletcherVP Development
Duane LarsonVP Operations
Mark PedersonVP Operations (may 2023)

Highest Paid Contractors

ContractorServicesLocationCompensation
Phs Management LLCManagement Fee2845 HAMLINE AVE N, Roseville, MN 55113$339,072
Senior Lifestyle DesignsDesign Services2823 HAMLINE AVE N, Roseville, MN 55113$235,576
Revenue and Support

Revenue Composition

Contributions and Grants
$128,575
Program Service Revenue
$6,539,467
Investment Income
$3,154
Other Revenue
$211,015
Change in Net Assets
$392,064

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,882,211
Total Revenue per Audited Statements
$6,882,211
Total Revenue per Form 990
$6,882,211
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,306,505
Other Expenses$3,176,712
Grants and Similar Amounts Paid$6,930
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,339,781$359,676-$2,699,457
Depreciation Depletion$968,486--$968,486
Occupancy$348,186$114,286-$462,472
Other Employee Benefits$318,516$48,963-$367,479
Fees for Services Management-$339,072-$339,072
Interest$315,236--$315,236
Payroll Taxes$177,638$27,307-$204,945
Insurance-$118,600-$118,600
Fees for Services Other$110,605$236-$110,841
Office Expenses$39,794$58,384-$98,178
Information Technology-$72,408-$72,408
Pension Plan Contributions$30,011$4,613-$34,624
Other Expenses$24,651$17,529-$24,651
Fees for Services Accounting-$19,950-$19,950
Advertising$7,617$1,934-$9,551
Grants to Domestic Individuals$6,930--$6,930
Travel$4,885--$4,885
Conferences and Meetings$3,488--$3,488
Fees for Services Legal-$284-$284
Total Functional Expenses$5,306,905$1,183,242$0$6,490,147

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$6,490,147
Total Expenses per Audited Statements$6,490,147
Total Expenses per Form 990$6,490,147
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$2,871,731
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
No
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

“The organization's 990 is provided to voting members of the governing body prior to filing with the irs. Officers and management of the organization have been involved in the preparation of the 990 and have reviewed the 990 throughout the process.”

Form 990, Part VI, Section B, Line 12C

“The organization obtains annually written disclosure from governing body members, officers and key employees. Management and officers review these disclosures and evaluate whether the interest could result in a conflict and then take the necessary steps to remediate any such conflict.”

Form 990, Part VI, Section C, Line 19

“The organization makes available its governing documents and conflict of interest policy upon request. Financial statements are available on the organization's website.”

Form 990, Part VII, Section A

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

Filing and Contact Details

Filer

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

Signing Officer

Name
Mark Meyer
Title
CFO
Signed
2024-08-13

Organization Details

Principal Officer
Mark Meyer
Formed
2004
Legal Domicile
Wi
Voting Board Members
8
Independent Board Members
7
Employees
0
Volunteers
76
Supplemental Narrative

Additional Explanations

Schedule R Part II Identification of Tax-Exempt Organizations

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

Financial Statement Notes

Part 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 691 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/BOYAmt0353509
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0226365
IRS990/AccountsReceivableGrp/BOYAmt058278
IRS990/AccountsReceivableGrp/EOYAmt082408
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/ManagementAndGeneralAmt01934
IRS990/AdvertisingGrp/ProgramServicesAmt07617
IRS990/AdvertisingGrp/TotalAmt09551
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/CntrctRcvdGreaterThan100KCnt02
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt03488
IRS990/ConferencesMeetingsGrp/TotalAmt03488
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt0339072
IRS990/ContractorCompensationGrp/CompensationAmt1235576
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt02845 HAMLINE AVE N
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt12823 HAMLINE AVE N
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0ROSEVILLE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1ROSEVILLE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0MN
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1MN
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd055113
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd155113
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0PHS MANAGEMENT LLC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1SENIOR LIFESTYLE DESIGNS
IRS990/ContractorCompensationGrp/ServicesDesc0MANAGEMENT FEE
IRS990/ContractorCompensationGrp/ServicesDesc1DESIGN SERVICES
IRS990/CreditCounselingInd0true
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0128575
IRS990/CYGrantsAndSimilarPaidAmt06930
IRS990/CYInvestmentIncomeAmt03154
IRS990/CYOtherExpensesAmt03176712
IRS990/CYOtherRevenueAmt0211015
IRS990/CYProgramServiceRevenueAmt06539467
IRS990/CYRevenuesLessExpensesAmt0392064
IRS990/CYSalariesCompEmpBnftPaidAmt03306505
IRS990/CYTotalExpensesAmt06490147
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt06882211
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0true
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0968486
IRS990/DepreciationDepletionGrp/TotalAmt0968486
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/BOYAmt0198505
IRS990/EscrowAccountLiabilityGrp/EOYAmt0210518
IRS990/ExpenseAmt05306905
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditPerformedInd0true
IRS990/FederalGrantAuditRequiredInd0true
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt019950
IRS990/FeesForServicesAccountingGrp/TotalAmt019950
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt0284
IRS990/FeesForServicesLegalGrp/TotalAmt0284
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt0339072
IRS990/FeesForServicesManagementGrp/TotalAmt0339072
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0236
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0110605
IRS990/FeesForServicesOtherGrp/TotalAmt0110841
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/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/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/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt025618
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt129663
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt225188
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt321874
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt422932
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt510011
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/PersonNm0DAN LINDH
IRS990/Form990PartVIISectionAGrp/PersonNm1MARK MEYER
IRS990/Form990PartVIISectionAGrp/PersonNm2JONATHAN FLETCHER
IRS990/Form990PartVIISectionAGrp/PersonNm3DUANE LARSON
IRS990/Form990PartVIISectionAGrp/PersonNm4MARK PEDERSON
IRS990/Form990PartVIISectionAGrp/PersonNm5TERESA LARSON
IRS990/Form990PartVIISectionAGrp/PersonNm6SUZY FRASIER
IRS990/Form990PartVIISectionAGrp/PersonNm7RACHEL YATES
IRS990/Form990PartVIISectionAGrp/PersonNm8DEAN MULLER
IRS990/Form990PartVIISectionAGrp/PersonNm9FRANK HABIB
IRS990/Form990PartVIISectionAGrp/PersonNm10KEITH PIERCE
IRS990/Form990PartVIISectionAGrp/PersonNm11MARTHA BROWN
IRS990/Form990PartVIISectionAGrp/PersonNm12JUDE CARLIN
IRS990/Form990PartVIISectionAGrp/PersonNm13KEVIN SJOSTROM
IRS990/Form990PartVIISectionAGrp/PersonNm14JAMES GUCKENBERG
IRS990/Form990PartVIISectionAGrp/PersonNm15JEFFREY HEIN
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/ReportableCompFromRltdOrgAmt0836839
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1449215
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt2358151
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt3329917
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt4189597
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt5153546
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/TitleTxt0CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt2VP DEVELOPMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3VP OPERATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt4VP OPERATIONS (MAY 2023)
IRS990/Form990PartVIISectionAGrp/TitleTxt5SVP EMPLOYEE EXPERIENCE
IRS990/Form990PartVIISectionAGrp/TitleTxt6Secretary 12/22
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15BOARD MEMBER
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02004
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/ConsolAndSepBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantAmt06930
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt06930
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt06930
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt06882211
IRS990/GrossRentsGrp/RealAmt095490
IRS990/GrossSalesOfInventoryAmt049
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt072408
IRS990/InformationTechnologyGrp/TotalAmt072408
IRS990/InsuranceGrp/ManagementAndGeneralAmt0118600
IRS990/InsuranceGrp/TotalAmt0118600
IRS990/IntangibleAssetsGrp/BOYAmt087188
IRS990/IntangibleAssetsGrp/EOYAmt079359
IRS990/InterestGrp/ProgramServicesAmt0315236
IRS990/InterestGrp/TotalAmt0315236
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt03154
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt03154
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0530989
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0607271
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt014088464
IRS990/LandBldgEquipBasisNetGrp/BOYAmt014256627
IRS990/LandBldgEquipBasisNetGrp/EOYAmt018765652
IRS990/LandBldgEquipCostOrOtherBssAmt032854116
IRS990/LegalDomicileStateCd0WI
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MiscellaneousRevenueGrp/ExclusionAmt02531
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt02531
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/BOYAmt013752841
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt013231794
IRS990/NetAssetsOrFundBalancesBOYAmt03345741
IRS990/NetAssetsOrFundBalancesEOYAmt03737805
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/ExclusionAmt049
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt049
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt095490
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt095490
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt03345741
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt03737805
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt0114286
IRS990/OccupancyGrp/ProgramServicesAmt0348186
IRS990/OccupancyGrp/TotalAmt0462472
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt058384
IRS990/OfficeExpensesGrp/ProgramServicesAmt039794
IRS990/OfficeExpensesGrp/TotalAmt098178
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt048963
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0318516
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0367479
IRS990/OtherExpensesGrp/Desc0FOOD
IRS990/OtherExpensesGrp/Desc1BUILDING/MAINT SUPPORT/CONTRAC
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc3MEDICAL SUPPLIES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt017529
IRS990/OtherExpensesGrp/ProgramServicesAmt0323180
IRS990/OtherExpensesGrp/ProgramServicesAmt1240899
IRS990/OtherExpensesGrp/ProgramServicesAmt247002
IRS990/OtherExpensesGrp/ProgramServicesAmt324651
IRS990/OtherExpensesGrp/TotalAmt0323180
IRS990/OtherExpensesGrp/TotalAmt1240899
IRS990/OtherExpensesGrp/TotalAmt264531
IRS990/OtherExpensesGrp/TotalAmt324651
IRS990/OtherLiabilitiesGrp/BOYAmt096989
IRS990/OtherLiabilitiesGrp/EOYAmt02871731
IRS990/OtherRevenueMiscGrp/BusinessCd0722210
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/BusinessCd2623000
IRS990/OtherRevenueMiscGrp/Desc0CULINARY
IRS990/OtherRevenueMiscGrp/Desc1MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/Desc2OTHER RESIDENT SRVC
IRS990/OtherRevenueMiscGrp/ExclusionAmt071478
IRS990/OtherRevenueMiscGrp/ExclusionAmt129037
IRS990/OtherRevenueMiscGrp/ExclusionAmt212430
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt071478
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt129037
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt212430
IRS990/OtherRevenueTotalAmt0115476
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0359676
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02339781
IRS990/OtherSalariesAndWagesGrp/TotalAmt02699457
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt027307
IRS990/PayrollTaxesGrp/ProgramServicesAmt0177638
IRS990/PayrollTaxesGrp/TotalAmt0204945
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt04613
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt030011
IRS990/PensionPlanContributionsGrp/TotalAmt034624
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt014817
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt015502
IRS990/PrincipalOfficerNm0MARK MEYER
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0623000
IRS990/ProgramServiceRevenueGrp/Desc0RENT & CARE INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt06539467
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt06539467
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt087889
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt01081
IRS990/PYInvestmentIncomeAmt01017
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt03098916
IRS990/PYOtherRevenueAmt0225979
IRS990/PYProgramServiceRevenueAmt06216129
IRS990/PYRevenuesLessExpensesAmt0515157
IRS990/PYSalariesCompEmpBnftPaidAmt02915860
IRS990/PYTotalExpensesAmt06015857
IRS990/PYTotalRevenueAmt06531014
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0392064
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RelatedOrganizationsAmt0128575
IRS990/RentalIncomeOrLossGrp/RealAmt095490
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$20,278,213
Liabilities
$16,540,408
Net assets
$3,737,805
Revenue
$6,882,211
Expenses
$6,490,147
Net income
$392,064
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
2023Detailed filing. Detailed filing data is available for this year.$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