Civic Intelligence

Croixdale

990 • Fiscal year 2017 • EIN 41-0843106

Oct 01, 2016 to Sep 30, 2017 • Filed on Aug 15, 2018

Organization ProfileWWW.PRESHOMES.ORG

View Organization Page

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

50th percentile

0.22x

Higher debt load relative to assets than 50% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

81st percentile

1.09x

Higher debt load relative to revenue than 81% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Net Margin

79th percentile

21%

Higher net margin than 79% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

95th percentile

$819,310

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 16.7% of source-year revenue.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Asset Growth

45th percentile

3.3%

Faster asset growth than 45% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

43rd percentile

2.6%

Faster revenue growth than 43% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets50th percentile

Assets

Up

$24,746,881

Up $790,821 (+3.3%) from 2016

Net Assets

Up

$19,417,048

Up $1,311,041 (+7.2%) from 2016

Liabilities

Down

$5,329,833

Down $520,220 (-8.9%) from 2016

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin79th percentile

Revenue

Up

$4,900,145

Up $122,268 (+2.6%) from 2016

Expenses

Up

$3,854,962

Up $207,548 (+5.7%) from 2016

Net Income

Down

$1,045,183

Down $85,280 (-7.5%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

$30M$20M$10M$0Assets 2010: $22,015,192Liabilities 2010: $8,553,928Net Assets 2010: $13,461,2642010Assets 2011: $22,373,135Liabilities 2011: $8,276,896Net Assets 2011: $14,096,2392011Assets 2012: $22,734,454Liabilities 2012: $7,784,430Net Assets 2012: $14,950,0242012Assets 2013: $23,055,913Liabilities 2013: $7,383,598Net Assets 2013: $15,672,3152013Assets 2014: $23,333,408Liabilities 2014: $6,863,088Net Assets 2014: $16,470,3202014Assets 2015: $23,170,560Liabilities 2015: $6,365,653Net Assets 2015: $16,804,9072015Assets 2016: $23,956,060Liabilities 2016: $5,850,053Net Assets 2016: $18,106,0072016Assets 2017: $24,746,881Liabilities 2017: $5,329,833Net Assets 2017: $19,417,0482017Assets 2018: $25,350,607Liabilities 2018: $4,773,567Net Assets 2018: $20,577,0402018Assets 2019: $25,875,465Liabilities 2019: $4,285,506Net Assets 2019: $21,589,9592019Assets 2020: $26,624,103Liabilities 2020: $3,781,105Net Assets 2020: $22,842,9982020Assets 2021: $28,613,646Liabilities 2021: $3,352,619Net Assets 2021: $25,261,0272021Assets 2022: $25,870,672Liabilities 2022: $2,631,267Net Assets 2022: $23,239,4052022Assets 2023: $26,955,783Liabilities 2023: $2,099,544Net Assets 2023: $24,856,2392023Assets 2024: $28,811,530Liabilities 2024: $778,171Net Assets 2024: $28,033,3592024

Highlighted filing

2017

Assets$24,746,881
Liabilities$5,329,833
Net Assets$19,417,048
Open 2017 Filing

Operations Trend

Revenue Growth43rd percentile

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

$10M$5.0M$0-$5.0MExpenses 2010: $3,280,1772010Expenses 2011: $3,388,7222011Expenses 2012: $3,452,6672012Revenue 2013: $4,136,348Expenses 2013: $3,564,103Net Income 2013: $572,2452013Revenue 2014: $4,229,170Expenses 2014: $3,642,336Net Income 2014: $586,8342014Revenue 2015: $4,040,830Expenses 2015: $3,665,658Net Income 2015: $375,1722015Revenue 2016: $4,777,877Expenses 2016: $3,647,414Net Income 2016: $1,130,4632016Revenue 2017: $4,900,145Expenses 2017: $3,854,962Net Income 2017: $1,045,1832017Revenue 2018: $4,894,370Expenses 2018: $3,863,096Net Income 2018: $1,031,2742018Revenue 2019: $5,145,303Expenses 2019: $4,141,102Net Income 2019: $1,004,2012019Revenue 2020: $5,260,160Expenses 2020: $4,146,263Net Income 2020: $1,113,8972020Revenue 2021: $6,249,042Expenses 2021: $4,349,173Net Income 2021: $1,899,8692021Revenue 2022: $2,873,414Expenses 2022: $4,895,036Net Income 2022: -$2,021,6222022Revenue 2023: $6,558,745Expenses 2023: $4,941,911Net Income 2023: $1,616,8342023Revenue 2024: $8,142,669Expenses 2024: $4,965,550Net Income 2024: $3,177,1192024

Highlighted filing

2017

Revenue$4,900,145
Expenses$3,854,962
Net Income$1,045,183
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2016 to Sep 30, 2017
Signed
Aug 15, 2018
Return Version
2016v3.0
Gross Receipts
$4,904,134
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$11,576,485$11,103,348▼ $473,137
Savings and Temporary Cash Investments$9,090,958$9,945,728▲ $854,770
Investments Other Securities$2,456,671$2,729,636▲ $272,965
Accounts Receivable$66,979$44,622▼ $22,357
Intangible Assets$53,161$44,072▼ $9,089
Prepaid Expenses and Deferred Charges$3,901$3,940▲ $39
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$23,956,060$24,746,881▲ $790,821
Other Assets Total$707,905$875,535▲ $167,630
Liabilities
Tax Exempt Bond Liabilities$5,476,590$4,944,705▼ $531,885
Accounts Payable and Accrued Expenses$373,463$385,128▲ $11,665
Total Liabilities$5,850,053$5,329,833▼ $520,220
Net Assets / Fund Balance
Unrestricted Net Assets$16,121,074$17,183,466▲ $1,062,392
Permanently Rstr Net Assets$1,984,933$2,233,582▲ $248,649
Total Net Assets Fund Balance$18,106,007$19,417,048▲ $1,311,041
Total Liabilities and Net Assets / Fund Balance$23,956,060$24,746,881▲ $790,821

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$9,411,128$5,268,087$14,679,215
Equipment$391,845$1,832,198$2,224,043
Leasehold Improvements$486,088$775,378$1,261,466
Land$814,287-$814,287

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$2,062,913-▲ $265,858$95,189$2,233,582
2016$1,984,933-▲ $170,637$92,657$2,062,913
2015$2,114,842-▼ $40,586$89,323$1,984,933
2014$1,978,868-▲ $211,172$75,198$2,114,842
2013$1,900,793-▲ $214,641$136,566$1,978,868
Compensation and Service Providers
Top Officer Pay95th percentile

Board Members and Trustees

NameTitle
Jim KosmoBoard Chair
Becky CumminsBrd Vice Chair
Cindy DulonBoard Member
Don Carlson JrBoard Member
Laura EastmanBoard Member
Tony AllevaBoard Member
Richard LarsonBoard Secretary
Connie CarlsonBoard Treasurer
Dan LindhCEO
Mark MeyerCFO
Laura DomagalaMember to Jan17
John MehrkensVP Development
Karen MckennaVP Human Resources
Michael BinghamVP Optage
William HagstromVP Senior Housing Partners
Sharon KlefsaasVP Site Operations

Highest Paid Contractors

ContractorServicesLocationCompensation
Phs Management LLCManagement Fee2845 N HAMLINE AVE, Roseville, MN 55113$220,325
Revenue and Support

Revenue Composition

Contributions and Grants
$7,192
Program Service Revenue
$4,254,930
Investment Income
$546,878
Other Revenue
$91,145
Change in Net Assets
$1,045,183
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,988,954
Other Expenses$1,858,908
Grants and Similar Amounts Paid$7,100
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,362,803$228,442-$1,591,245
Depreciation Depletion$593,979--$593,979
Occupancy$276,390--$276,390
Other Employee Benefits$207,473$33,775-$241,248
Fees for Services Management-$220,325-$220,325
Interest$133,080--$133,080
Payroll Taxes$102,284$16,651-$118,935
Other Expenses$89,602$27,212-$89,602
Office Expenses-$64,750-$64,750
Insurance-$46,114-$46,114
Information Technology-$43,298-$43,298
Pension Plan Contributions$32,272$5,254-$37,526
Advertising-$10,649-$10,649
Grants to Domestic Individuals$7,100--$7,100
Travel$4,341$707-$5,048
Fees for Services Accounting-$4,500-$4,500
Conferences and Meetings$857$140-$997
Total Functional Expenses$3,153,145$701,817$0$3,854,962
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 Bayport Mn2003-12-23$10,000,000CONSTRUCTION OF FACILITY

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$10,000,000-$5,055,295$200,000

Bond Financing Compliance

No rebate due
No
Rebate not yet due
No
Form 8038-T filed
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 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 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.schedule l, part iv - business transactions involving interested persons.peter clements is a boardmember who works at the bank where cash accounts are held.”

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
Croixdale
EIN
41-0843106
Phone
6516316162
Address
2845 N HAMLINE AVE, ROSEVILLE, MN 55113

Signing Officer

Name
Mark Meyer
Title
CFO
Signed
2018-08-15

Organization Details

Principal Officer
Mark Meyer
Formed
1956
Legal Domicile
Mn
Voting Board Members
9
Independent Board Members
8
Employees
0
Volunteers
66
Supplemental Narrative

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

“The organization's endowment funds will be used as directed by the donor's restriction.”

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.”

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Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$24,746,881
Liabilities
$5,329,833
Net assets
$19,417,048
Revenue
$4,900,145
Expenses
$3,854,962
Net income
$1,045,183
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$28.8$0.78$28.0$8.14$4.97$3.18
2023Detailed filing. Detailed filing data is available for this year.$27.0$2.10$24.9$6.56$4.94$1.62
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.9$2.63$23.2$2.87$4.90$2.02
2021Detailed filing. Detailed filing data is available for this year.$28.6$3.35$25.3$6.25$4.35$1.90
2020Detailed filing. Detailed filing data is available for this year.$26.6$3.78$22.8$5.26$4.15$1.11
2019Detailed filing. Detailed filing data is available for this year.$25.9$4.29$21.6$5.15$4.14$1.00
2018Detailed filing. Detailed filing data is available for this year.$25.4$4.77$20.6$4.89$3.86$1.03
2017Detailed filing. Detailed filing data is available for this year.$24.7$5.33$19.4$4.90$3.85$1.05
2016Detailed filing. Detailed filing data is available for this year.$24.0$5.85$18.1$4.78$3.65$1.13
2015Detailed filing. Detailed filing data is available for this year.$23.2$6.37$16.8$4.04$3.67$0.38
2014Detailed filing. Detailed filing data is available for this year.$23.3$6.86$16.5$4.23$3.64$0.59
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.1$7.38$15.7$4.14$3.56$0.57
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.7$7.78$15.0$3.45
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.4$8.28$14.1$3.39
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.0$8.55$13.5$3.28
Peer Organizations

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