Civic Intelligence

Croixdale

990 • Fiscal year 2018 • EIN 41-0843106

Oct 01, 2017 to Sep 30, 2018 • Filed on Aug 07, 2019

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

43rd percentile

0.19x

Higher debt load relative to assets than 43% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Liabilities / Revenue

77th percentile

0.98x

Higher debt load relative to revenue than 77% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Net Margin

78th percentile

21%

Higher net margin than 78% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Top Officer Pay

92nd percentile

$853,156

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 17.4% of source-year revenue.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Asset Growth

50th percentile

2.4%

Faster asset growth than 50% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Revenue Growth

33rd percentile

-0.1%

Faster revenue growth than 33% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$25,350,607

Up $603,726 (+2.4%) from 2017

Net Assets

Up

$20,577,040

Up $1,159,992 (+6.0%) from 2017

Liabilities

Down

$4,773,567

Down $556,266 (-10%) from 2017

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin78th percentile

Revenue

Down

$4,894,370

Down $5,775 (-0.1%) from 2017

Expenses

Up

$3,863,096

Up $8,134 (+0.2%) from 2017

Net Income

Down

$1,031,274

Down $13,909 (-1.3%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth50th 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

2018

Assets$25,350,607
Liabilities$4,773,567
Net Assets$20,577,040
Open 2018 Filing

Operations Trend

Revenue Growth33rd 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

2018

Revenue$4,894,370
Expenses$3,863,096
Net Income$1,031,274
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2017 to Sep 30, 2018
Signed
Aug 7, 2019
Return Version
2017v2.2
Gross Receipts
$4,899,356
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
Savings and Temporary Cash Investments$9,945,728$10,870,525▲ $924,797
Land, Buildings, and Equipment, Net$11,103,348$10,636,375▼ $466,973
Investments Other Securities$2,729,636$2,852,978▲ $123,342
Accounts Receivable$44,622$91,868▲ $47,246
Intangible Assets$44,072$35,729▼ $8,343
Prepaid Expenses and Deferred Charges$3,940$3,836▼ $104
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$24,746,881$25,350,607▲ $603,726
Other Assets Total$875,535$859,296▼ $16,239
Liabilities
Tax Exempt Bond Liabilities$4,944,705$4,399,203▼ $545,502
Accounts Payable and Accrued Expenses$385,128$374,364▼ $10,764
Total Liabilities$5,329,833$4,773,567▼ $556,266
Net Assets / Fund Balance
Unrestricted Net Assets$17,183,466$18,312,159▲ $1,128,693
Permanently Rstr Net Assets$2,233,582$2,264,881▲ $31,299
Total Net Assets Fund Balance$19,417,048$20,577,040▲ $1,159,992
Total Liabilities and Net Assets / Fund Balance$24,746,881$25,350,607▲ $603,726

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$8,984,492$5,700,373$14,684,865
Leasehold Improvements$426,820$836,343$1,263,163
Land$814,287-$814,287
Equipment$410,776$342,706$753,482

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$2,233,582-▲ $128,718$97,419$2,264,881
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
Compensation and Service Providers
Top Officer Pay92nd percentile

Board Members and Trustees

NameTitle
Dan LindhBdvicechair/CEO
Becky CumminsBoard Chair
Jason HowardBoard Member
Jim KosmoBoard Member
Richard LarsonBoard Secretary
Cindy DulonBoard Thru 1/18
Don Carlson JrBoard Thru 1/18
Laura EastmanBoard Thru 1/18
Tony AllevaBoard Thru 1/18
Connie CarlsonBoard Treasurer
Mark MeyerCFO
John MehrkensVP Development
Karen MckennaVP Human Resources
Teresa LarsonVP Human Resources
Michael BinghamVP Optage
William HagstromVP Senior Housing Partners
Sharon StricklerVP Site Operations

Highest Paid Contractors

ContractorServicesLocationCompensation
Phs Management LLCManagement Fee2845 N HAMLINE AVE, Roseville, MN 55113$223,061
Revenue and Support

Revenue Composition

Contributions and Grants
$9,317
Program Service Revenue
$4,353,143
Investment Income
$444,346
Other Revenue
$87,564
Change in Net Assets
$1,031,274
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,010,324
Other Expenses$1,852,772
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,401,377$238,424-$1,639,801
Depreciation Depletion$596,041--$596,041
Occupancy$292,039--$292,039
Fees for Services Management-$223,061-$223,061
Other Employee Benefits$182,074$32,131-$214,205
Payroll Taxes$101,749$17,956-$119,705
Interest$119,456--$119,456
Other Expenses$59,492$20,325-$79,817
Office Expenses-$60,801-$60,801
Insurance-$45,766-$45,766
Information Technology-$40,047-$40,047
Pension Plan Contributions$31,121$5,492-$36,613
Advertising-$11,940-$11,940
Fees for Services Accounting-$4,500-$4,500
Travel$2,396$423-$2,819
Conferences and Meetings$1,414$249-$1,663
Total Functional Expenses$3,161,981$701,115$0$3,863,096
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-$5,600,797$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
Yes
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
2019-08-07

Organization Details

Principal Officer
Mark Meyer
Formed
1956
Legal Domicile
Mn
Voting Board Members
6
Independent Board Members
5
Employees
0
Volunteers
62
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.”

Raw XML AppendixShowing 400 of 723 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/BOYAmt0385128
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0374364
IRS990/AccountsReceivableGrp/BOYAmt044622
IRS990/AccountsReceivableGrp/EOYAmt091868
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE MISSION OF THE ORGANIZATION IS TO HONOR GOD BY ENRICHING THE LIVES AND TOUCHING THE HEARTS OF OLDER ADULTS.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt011940
IRS990/AdvertisingGrp/TotalAmt011940
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
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/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
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/ManagementAndGeneralAmt0249
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt01414
IRS990/ConferencesMeetingsGrp/TotalAmt01663
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0true
IRS990/ContractorCompensationGrp/CompensationAmt0223061
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/CostOfGoodsSoldAmt04986
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt09317
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0444346
IRS990/CYOtherExpensesAmt01852772
IRS990/CYOtherRevenueAmt087564
IRS990/CYProgramServiceRevenueAmt04353143
IRS990/CYRevenuesLessExpensesAmt01031274
IRS990/CYSalariesCompEmpBnftPaidAmt02010324
IRS990/CYTotalExpensesAmt03863096
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt04894370
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0true
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0596041
IRS990/DepreciationDepletionGrp/TotalAmt0596041
IRS990/Desc0CROIXDALE INCLUDES A 53 UNIT ASSISTED LIVING FACILITY WITH 10 UNITS SPECIFICALLY DESIGNED FOR MEMORY CARE AND A 56 UNIT INDEPENDENT LIVING APARTMENTS.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EmploymentTaxReturnsFiledInd0false
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExpenseAmt03161981
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt04500
IRS990/FeesForServicesAccountingGrp/TotalAmt04500
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt0223061
IRS990/FeesForServicesManagementGrp/TotalAmt0223061
IRS990/FeesForServicesOtherGrp/TotalAmt00
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/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt939.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1039.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1139.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1239.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1339.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1439.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1539.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1639.00
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/FormerOfcrDirectorTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/FormerOfcrDirectorTrusteeInd1X
IRS990/Form990PartVIISectionAGrp/FormerOfcrDirectorTrusteeInd2X
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/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt931315
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1032637
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1118935
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1218067
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt139545
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1428800
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1520065
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1634527
IRS990/Form990PartVIISectionAGrp/PersonNm0BECKY CUMMINS
IRS990/Form990PartVIISectionAGrp/PersonNm1LAURA EASTMAN
IRS990/Form990PartVIISectionAGrp/PersonNm2JIM KOSMO
IRS990/Form990PartVIISectionAGrp/PersonNm3TONY ALLEVA
IRS990/Form990PartVIISectionAGrp/PersonNm4DON CARLSON JR
IRS990/Form990PartVIISectionAGrp/PersonNm5CONNIE CARLSON
IRS990/Form990PartVIISectionAGrp/PersonNm6JASON HOWARD
IRS990/Form990PartVIISectionAGrp/PersonNm7CINDY DULON
IRS990/Form990PartVIISectionAGrp/PersonNm8RICHARD LARSON
IRS990/Form990PartVIISectionAGrp/PersonNm9DAN LINDH
IRS990/Form990PartVIISectionAGrp/PersonNm10MARK MEYER
IRS990/Form990PartVIISectionAGrp/PersonNm11SHARON STRICKLER
IRS990/Form990PartVIISectionAGrp/PersonNm12TERESA LARSON
IRS990/Form990PartVIISectionAGrp/PersonNm13WILLIAM HAGSTROM
IRS990/Form990PartVIISectionAGrp/PersonNm14KAREN MCKENNA
IRS990/Form990PartVIISectionAGrp/PersonNm15MICHAEL BINGHAM
IRS990/Form990PartVIISectionAGrp/PersonNm16JOHN MEHRKENS
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/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt9821841
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10383273
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt11326371
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt12245720
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt13192759
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt14277770
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt15331075
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt16330471
IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD THRU 1/18
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD THRU 1/18
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD THRU 1/18
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD THRU 1/18
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt9BDVICECHAIR/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt10CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt11VP SITE OPERATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt12VP HUMAN RESOURCES
IRS990/Form990PartVIISectionAGrp/TitleTxt13VP SENIOR HOUSING PARTNERS
IRS990/Form990PartVIISectionAGrp/TitleTxt14VP HUMAN RESOURCES
IRS990/Form990PartVIISectionAGrp/TitleTxt15VP OPTAGE
IRS990/Form990PartVIISectionAGrp/TitleTxt16VP DEVELOPMENT
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr01956
IRS990/FormerOfcrEmployeesListedInd0true
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt04899356
IRS990/GrossRentsGrp/RealAmt0510
IRS990/GrossSalesOfInventoryAmt05013
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt040047
IRS990/InformationTechnologyGrp/TotalAmt040047
IRS990/InsuranceGrp/ManagementAndGeneralAmt045766
IRS990/InsuranceGrp/TotalAmt045766
IRS990/IntangibleAssetsGrp/BOYAmt044072
IRS990/IntangibleAssetsGrp/EOYAmt035729
IRS990/InterestGrp/ProgramServicesAmt0119456
IRS990/InterestGrp/TotalAmt0119456
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0444346
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0444346
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt02729636
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt02852978
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt06879422
IRS990/LandBldgEquipBasisNetGrp/BOYAmt011103348
IRS990/LandBldgEquipBasisNetGrp/EOYAmt010636375
IRS990/LandBldgEquipCostOrOtherBssAmt017515797
IRS990/LegalDomicileStateCd0MN
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE MISSION OF THE ORGANIZATION IS TO HONOR GOD BY ENRICHING THE LIVES AND TOUCHING THE HEARTS OF OLDER ADULTS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt019417048
IRS990/NetAssetsOrFundBalancesEOYAmt020577040
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/ExclusionAmt027
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt027
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt0510
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0510
IRS990/NetUnrlzdGainsLossesInvstAmt0128718
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt0292039
IRS990/OccupancyGrp/TotalAmt0292039
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt060801
IRS990/OfficeExpensesGrp/TotalAmt060801
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt0875535
IRS990/OtherAssetsTotalGrp/EOYAmt0859296
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt032131
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0182074
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0214205
IRS990/OtherExpensesGrp/Desc0FOOD
IRS990/OtherExpensesGrp/Desc1BUILDING - CONTRACTS/MAINT
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt020325
IRS990/OtherExpensesGrp/ProgramServicesAmt0250332
IRS990/OtherExpensesGrp/ProgramServicesAmt1124490
IRS990/OtherExpensesGrp/ProgramServicesAmt259492
IRS990/OtherExpensesGrp/TotalAmt0250332
IRS990/OtherExpensesGrp/TotalAmt1124490
IRS990/OtherExpensesGrp/TotalAmt279817
IRS990/OtherRevenueMiscGrp/BusinessCd0446199
IRS990/OtherRevenueMiscGrp/BusinessCd1722210
IRS990/OtherRevenueMiscGrp/BusinessCd2900099
IRS990/OtherRevenueMiscGrp/Desc0BEAUTY SHOP
IRS990/OtherRevenueMiscGrp/Desc1CULINARY
IRS990/OtherRevenueMiscGrp/Desc2MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt029215
IRS990/OtherRevenueMiscGrp/ExclusionAmt132583
IRS990/OtherRevenueMiscGrp/ExclusionAmt225229
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt029215
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt132583
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt225229
IRS990/OtherRevenueTotalAmt087027
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0238424
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01401377
IRS990/OtherSalariesAndWagesGrp/TotalAmt01639801
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt017956
IRS990/PayrollTaxesGrp/ProgramServicesAmt0101749
IRS990/PayrollTaxesGrp/TotalAmt0119705
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt05492
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt031121
IRS990/PensionPlanContributionsGrp/TotalAmt036613
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt02233582
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt02264881
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt03940
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt03836
IRS990/PrincipalOfficerNm0MARK MEYER
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0623000
IRS990/ProgramServiceRevenueGrp/Desc0RESIDENT SERVICES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt04353143
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt04353143
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt07192
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt07100
IRS990/PYInvestmentIncomeAmt0546878
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt01858908
IRS990/PYOtherRevenueAmt091145
IRS990/PYProgramServiceRevenueAmt04254930
IRS990/PYRevenuesLessExpensesAmt01045183
IRS990/PYSalariesCompEmpBnftPaidAmt01988954
IRS990/PYTotalExpensesAmt03854962
IRS990/PYTotalRevenueAmt04900145
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt01031274
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RelatedOrganizationsAmt09317
IRS990/RentalIncomeOrLossGrp/RealAmt0510
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt04353143

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$25,350,607
Liabilities
$4,773,567
Net assets
$20,577,040
Revenue
$4,894,370
Expenses
$3,863,096
Net income
$1,031,274
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