Civic Intelligence

Croixdale

990 • Fiscal year 2023 • EIN 41-0843106

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

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

31st percentile

0.08x

Higher debt load relative to assets than 31% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Liabilities / Revenue

51st percentile

0.32x

Higher debt load relative to revenue than 51% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Net Margin

81st percentile

25%

Higher net margin than 81% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Top Officer Pay

93rd percentile

$862,457

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 13.1% of source-year revenue.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Asset Growth

42nd percentile

4.2%

Faster asset growth than 42% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Revenue Growth

95th percentile

128%

Faster revenue growth than 95% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$26,955,783

Up $1,085,111 (+4.2%) from 2022

Net Assets

Up

$24,856,239

Up $1,616,834 (+7.0%) from 2022

Liabilities

Down

$2,099,544

Down $531,723 (-20%) from 2022

Revenue And Expenses
Liabilities / Revenue51st percentileNet Margin81st percentile

Revenue

Up

$6,558,745

Up $3,685,331 (+128%) from 2022

Expenses

Up

$4,941,911

Up $46,875 (+1.0%) from 2022

Net Income

Up

$1,616,834

Up $3,638,456 (+180%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth42nd 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

2023

Assets$26,955,783
Liabilities$2,099,544
Net Assets$24,856,239
Open 2023 Filing

Operations Trend

Revenue Growth95th 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

2023

Revenue$6,558,745
Expenses$4,941,911
Net Income$1,616,834
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
$6,566,108
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$14,124,887$15,391,800▲ $1,266,913
Land, Buildings, and Equipment, Net$8,785,438$8,315,230▼ $470,208
Investments Other Securities$2,869,061$3,175,361▲ $306,300
Accounts Receivable$75,344$61,006▼ $14,338
Intangible Assets$10,476$6,373▼ $4,103
Prepaid Expenses and Deferred Charges$5,466$6,013▲ $547
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$25,870,672$26,955,783▲ $1,085,111
Other Assets Total-$0-
Liabilities
Tax Exempt Bond Liabilities$2,115,788$1,491,677▼ $624,111
Accounts Payable and Accrued Expenses$508,008$429,285▼ $78,723
Other Liabilities$7,471$178,582▲ $171,111
Total Liabilities$2,631,267$2,099,544▼ $531,723
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$21,254,472$22,871,306▲ $1,616,834
Net Assets With Donor Restrictions$1,984,933$1,984,933→ $0
Total Net Assets Fund Balance$23,239,405$24,856,239▲ $1,616,834
Total Liabilities and Net Assets / Fund Balance$25,870,672$26,955,783▲ $1,085,111

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$6,947,721$7,899,415$14,847,136
Leasehold Improvements$150,301$1,052,268$1,202,569
Land$814,287-$814,287
Equipment$402,921$331,715$734,636

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$1,982,909-▲ $359,507$79,136$2,157,735
2021$2,631,349-▼ $542,665$105,775$1,982,909
2020$2,216,314-▲ $518,160$103,125$2,631,349
2019$2,175,928-▲ $139,142$98,756$2,216,314
2018$2,264,881-▲ $8,716$97,669$2,175,928
Compensation and Service Providers
Top Officer Pay93rd percentile

Board Members and Trustees

NameTitle
Jason HowardBoard Chair
John ClymerBoard Member
Julie GramsBoard Member
Kristi MahnkeBoard Member
Dan LindhBd Vchr/sec/CEO
Mark MeyerCFO
Teresa LarsonSVP Employee Experience
John FletcherVP Development
Duane LarsonVP Operations
Mark PedersonVP Operations (may 2023)

Highest Paid Contractors

ContractorServicesLocationCompensation
Phs Management LLCManagement Fee2845 N HAMLINE AVE, Roseville, MN 55113$275,808
Interim Healthcare StaffingNurse Recruitment2950 METRO DRIVE 115, Minneapolis, MN 55425$131,174
Revenue and Support

Revenue Composition

Contributions and Grants
$5,604
Program Service Revenue
$5,271,140
Investment Income
$1,199,656
Other Revenue
$82,345
Change in Net Assets
$1,616,834
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,490,820
Other Expenses$2,449,305
Grants and Similar Amounts Paid$1,786
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,710,424$336,737-$2,047,161
Depreciation Depletion$592,528--$592,528
Occupancy$415,144$17,884-$433,028
Fees for Services Other$299,591$1,411-$301,002
Fees for Services Management-$275,808-$275,808
Other Employee Benefits$215,658$42,457-$258,115
Payroll Taxes$126,768$24,957-$151,725
Insurance-$73,417-$73,417
Interest$67,482--$67,482
Office Expenses$14,463$48,484-$62,947
Information Technology-$59,569-$59,569
Pension Plan Contributions$28,256$5,563-$33,819
Fees for Services Legal-$16,955-$16,955
Advertising$5,551$7,799-$13,350
Other Expenses$12,529$30,131-$12,529
Travel$10,374--$10,374
Fees for Services Accounting-$4,596-$4,596
Conferences and Meetings$3,002--$3,002
Grants to Domestic Individuals$1,786--$1,786
Total Functional Expenses$3,996,143$945,768$0$4,941,911
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$178,581
Rounding$1

Bond Issues

BondIssuerIssuedIssue PricePurpose
ACity of Bayport Mn2003-12-23$10,000,000CONSTRUCTION OF FACILITY

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$10,000,000-$8,508,322$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 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, 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 B, Line 11B

“Prior to filing with the irs, the organization's form 990 is provided to the governing body of the member that controls management of the organization and appoints some or all directors to the organization. Officers and management of the organization have been involved in the preparation of the form 990 and remain accountable to the governing body through regular review of financial reports and related information.”

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

Signing Officer

Name
Mark Meyer
Title
CFO
Signed
2024-08-13

Organization Details

Principal Officer
Mark Meyer
Formed
1956
Legal Domicile
Mn
Voting Board Members
4
Independent Board Members
3
Employees
0
Volunteers
121
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 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 687 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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Filings

Displayed year

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

Open filing
Assets
$26,955,783
Liabilities
$2,099,544
Net assets
$24,856,239
Revenue
$6,558,745
Expenses
$4,941,911
Net income
$1,616,834
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

Similar nonprofits based on the same Siviq industry and scale cohort. 2023 filings • 501(c)3 • $25M-$50M nonprofits