Civic Intelligence

Phm Inver Grove Inc.

990 • Fiscal year 2020 • EIN 31-1725017

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

84th percentile

0.76x

Higher debt load relative to assets than 84% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Liabilities / Revenue

89th percentile

2.93x

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

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Net Margin

76th percentile

18%

Higher net margin than 76% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Top Officer Pay

93rd percentile

$922,475

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 9.6% of source-year revenue.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Asset Growth

32nd percentile

1.6%

Faster asset growth than 32% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2019 to 2020

Revenue Growth

50th percentile

2.8%

Faster revenue growth than 50% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets84th percentile

Assets

Up

$36,973,696

Up $1,203,452 (+3.4%) from 2018

Net Assets

Up

$8,784,820

Up $3,379,100 (+63%) from 2018

Liabilities

Down

$28,188,876

Down $2,175,648 (-7.2%) from 2018

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin76th percentile

Revenue

Up

$9,622,420

Up $598,467 (+6.6%) from 2018

Expenses

Up

$7,905,113

Up $247,018 (+3.2%) from 2018

Net Income

Up

$1,717,307

Up $351,449 (+26%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

$60M$40M$20M$0-$20MAssets 2010: $33,475,352Liabilities 2010: $36,572,687Net Assets 2010: -$3,097,3352010Assets 2011: $34,098,951Liabilities 2011: $36,612,050Net Assets 2011: -$2,513,0992011Assets 2012: $34,317,046Liabilities 2012: $36,019,002Net Assets 2012: -$1,701,9562012Assets 2013: $34,468,598Liabilities 2013: $35,213,451Net Assets 2013: -$744,8532013Assets 2014: $34,585,493Liabilities 2014: $34,198,338Net Assets 2014: $387,1552014Assets 2015: $34,573,604Liabilities 2015: $32,999,262Net Assets 2015: $1,574,3422015Assets 2018: $35,770,244Liabilities 2018: $30,364,524Net Assets 2018: $5,405,7202018Assets 2020: $36,973,696Liabilities 2020: $28,188,876Net Assets 2020: $8,784,8202020Assets 2021: $38,189,716Liabilities 2021: $27,352,194Net Assets 2021: $10,837,5222021Assets 2022: $38,368,755Liabilities 2022: $26,098,566Net Assets 2022: $12,270,1892022Assets 2024: $40,719,304Liabilities 2024: $24,025,475Net Assets 2024: $16,693,8292024

Highlighted filing

2020

Assets$36,973,696
Liabilities$28,188,876
Net Assets$8,784,820
Open 2020 Filing

Operations Trend

Revenue Growth50th percentile

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

$15M$10M$5.0M$0Expenses 2010: $7,132,2102010Expenses 2011: $7,309,1592011Expenses 2012: $7,363,6332012Expenses 2013: $7,280,5122013Revenue 2014: $8,556,258Expenses 2014: $7,424,250Net Income 2014: $1,132,0082014Revenue 2015: $8,756,420Expenses 2015: $7,569,233Net Income 2015: $1,187,1872015Revenue 2018: $9,023,953Expenses 2018: $7,658,095Net Income 2018: $1,365,8582018Revenue 2020: $9,622,420Expenses 2020: $7,905,113Net Income 2020: $1,717,3072020Revenue 2021: $10,046,692Expenses 2021: $7,993,990Net Income 2021: $2,052,7022021Revenue 2022: $10,242,112Expenses 2022: $8,809,445Net Income 2022: $1,432,6672022Revenue 2024: $11,886,771Expenses 2024: $9,494,873Net Income 2024: $2,391,8982024

Highlighted filing

2020

Revenue$9,622,420
Expenses$7,905,113
Net Income$1,717,307
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
$9,626,953
Mission and Program Overview

Mission

The mission of the organization is to honor god by enriching the lives and touching the hearts of older adults.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$20,815,564$20,145,106▼ $670,458
Savings and Temporary Cash Investments$12,755,853$14,083,610▲ $1,327,757
Investments Other Securities$2,470,195$2,428,937▼ $41,258
Intangible Assets$231,536$205,393▼ $26,143
Prepaid Expenses and Deferred Charges$51,975$61,855▲ $9,880
Accounts Receivable$75,174$43,745▼ $31,429
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$36,407,764$36,973,696▲ $565,932
Other Assets Total$7,467$5,050▼ $2,417
Liabilities
Tax Exempt Bond Liabilities$22,035,000$21,235,000▼ $800,000
Escrow Account Liability$6,248,421$6,098,615▼ $149,806
Accounts Payable and Accrued Expenses$1,056,830$855,261▼ $201,569
Total Liabilities$29,340,251$28,188,876▼ $1,151,375
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$7,067,513$8,784,820▲ $1,717,307
Total Net Assets Fund Balance$7,067,513$8,784,820▲ $1,717,307
Total Liabilities and Net Assets / Fund Balance$36,407,764$36,973,696▲ $565,932

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$14,476,585$14,755,083$29,231,668
Land$4,413,913-$4,413,913
Leasehold Improvements$662,836$2,683,311$3,346,147
Equipment$550,767$769,405$1,320,172
Other Land Buildings$41,005-$41,005
Compensation and Service Providers
Top Officer Pay93rd percentile

Board Members and Trustees

NameTitle
Dan LindhBoard Chair/CEO
William HagstromBd Mem to 12/19
Mark MeyerSec/treas/CFO
Teresa LarsonSVP Human Resources
Duane LarsonSVP Operations
Jonathan FletcherVP Development

Highest Paid Contractors

ContractorServicesLocationCompensation
Phs Management LLCManagement Fee2845 N HAMLINE AVE, Roseville, MN 55113$524,280
River Heights Lawn & LandscapeLandscaping/lawn10267 12ND CT WEST, Inver Grove Heights, MN 55077$100,905
Revenue and Support

Revenue Composition

Contributions and Grants
$138,738
Program Service Revenue
$9,315,539
Investment Income
$15,457
Other Revenue
$152,686
All Other Contributions
$2,712
Change in Net Assets
$1,717,307
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,931,433
Salaries, Compensation, and Employee Benefits$2,959,980
Grants and Similar Amounts Paid$13,700
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,151,257$292,515-$2,443,772
Depreciation Depletion$1,245,526--$1,245,526
Interest$1,215,054--$1,215,054
Occupancy$739,045--$739,045
Fees for Services Management-$524,280-$524,280
Other Employee Benefits$250,921$40,848-$291,769
Payroll Taxes$164,186$26,728-$190,914
Insurance-$98,087-$98,087
Office Expenses-$93,999-$93,999
Information Technology-$81,036-$81,036
Other Expenses$35,832$49,296-$35,832
Pension Plan Contributions$28,831$4,694-$33,525
Grants to Domestic Individuals$13,700--$13,700
Advertising-$6,141-$6,141
Travel$4,860$791-$5,651
Fees for Services Accounting-$4,800-$4,800
Conferences and Meetings$602$98-$700
Fees for Services Legal-$55-$55
Total Functional Expenses$6,681,745$1,223,368$0$7,905,113
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Bond Issues

BondIssuerIssuedIssue PricePurpose
ACity of Inver Grove Minnesota2005-05-19$30,290,000REFINANCE 2001 DEBT

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$30,290,000$30,290,000$9,055,000-

Bond Financing Compliance

No rebate due
No
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
Yes
Corrective action procedures
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
Business relationship with 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 housing & assisted living, 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
Phsinver Grove Inc
EIN
31-1725017
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
2000
Legal Domicile
Mn
Voting Board Members
3
Independent Board Members
0
Employees
0
Volunteers
77
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.resident notes are reported as long term asset and liability, respectively on the statements of the financial position. The contracts with the residents limit the total amount of deposits that the organization must return at ay one time. The maximum amounts is $250,000. If at any time the net amount it has been returned to former residents exceeds the amount that it has received from new tenants by the applicable maximum amount, the orgaization is not required to refund additional deposits until new deposits are collected bringing the amount owed under maximum amount.”

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 627 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.

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Document Assets

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Filings

Displayed year

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

Open filing
Assets
$36,973,696
Liabilities
$28,188,876
Net assets
$8,784,820
Revenue
$9,622,420
Expenses
$7,905,113
Net income
$1,717,307
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$40.7$24.0$16.7$11.9$9.49$2.39
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$38.4$26.1$12.3$10.2$8.81$1.43
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$38.2$27.4$10.8$10.0$7.99$2.05
2020Detailed filing. Detailed filing data is available for this year.$37.0$28.2$8.78$9.62$7.91$1.72
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$35.8$30.4$5.41$9.02$7.66$1.37
2015Detailed filing. Detailed filing data is available for this year.$34.6$33.0$1.57$8.76$7.57$1.19
2014Detailed filing. Detailed filing data is available for this year.$34.6$34.2$0.39$8.56$7.42$1.13
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$34.5$35.2$0.74$7.28
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$34.3$36.0$1.70$7.36
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$34.1$36.6$2.51$7.31
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$33.5$36.6$3.10$7.13
Peer Organizations

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