Civic Intelligence

Phsoakdale Inc

EIN 41-1832098 • 501(c)3 • Roseville, MN

Profile

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

2845 N Hamline AveRoseville, MN 55113

www.preshomes.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

88th percentile

0.75x

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

501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

92nd percentile

2.76x

Higher debt load relative to revenue than 92% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

77th percentile

25%

Higher net margin than 77% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

98th percentile

$1,089,847

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 50.1% of source-year revenue.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Asset Growth

51st percentile

5.0%

Faster asset growth than 51% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

59th percentile

12%

Faster revenue growth than 59% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets88th percentile

Assets

Up

$7,990,095

Up $378,774 (+5.0%) from 2023

Liabilities

Down

$6,017,294

Down $167,481 (-2.7%) from 2023

Net Assets

Up

$1,972,801

Up $546,255 (+38%) from 2023

Operations
Liabilities / Revenue92nd percentileNet Margin77th percentile

Revenue

Up

$2,177,110

Up $225,709 (+12%) from 2023

Expenses

Up

$1,630,855

Up $83,770 (+5.4%) from 2023

Net Income

Up

$546,255

Up $141,939 (+35%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth51st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$10M$5.0M$0-$5.0MAssets 2010: $7,329,564Liabilities 2010: $7,508,820Net Assets 2010: -$179,2562010Assets 2011: $7,425,001Liabilities 2011: $7,530,965Net Assets 2011: -$105,9642011Assets 2012: $7,360,054Liabilities 2012: $7,528,727Net Assets 2012: -$168,6732012Assets 2013: $7,313,346Liabilities 2013: $7,484,988Net Assets 2013: -$171,6422013Assets 2014: $7,251,472Liabilities 2014: $7,378,846Net Assets 2014: -$127,3742014Assets 2015: $7,232,921Liabilities 2015: $7,293,407Net Assets 2015: -$60,4862015Assets 2016: $7,174,169Liabilities 2016: $7,181,409Net Assets 2016: -$7,2402016Assets 2017: $7,140,825Liabilities 2017: $7,066,621Net Assets 2017: $74,2042017Assets 2018: $7,129,177Liabilities 2018: $6,947,676Net Assets 2018: $181,5012018Assets 2019: $7,253,212Liabilities 2019: $6,900,763Net Assets 2019: $352,4492019Assets 2020: $7,358,158Liabilities 2020: $6,726,434Net Assets 2020: $631,7242020Assets 2021: $7,489,350Liabilities 2021: $6,580,639Net Assets 2021: $908,7112021Assets 2022: $7,387,057Liabilities 2022: $6,364,831Net Assets 2022: $1,022,2262022Assets 2023: $7,611,321Liabilities 2023: $6,184,775Net Assets 2023: $1,426,5462023Assets 2024: $7,990,095Liabilities 2024: $6,017,294Net Assets 2024: $1,972,8012024

Highlighted filing

2024

Assets$7,990,095
Liabilities$6,017,294
Net Assets$1,972,801
Open 2024 Filing

Operations Trend

Revenue Growth59th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0Expenses 2010: $1,228,8552010Expenses 2011: $1,268,6382011Expenses 2012: $1,434,2322012Expenses 2013: $1,411,0512013Revenue 2014: $1,436,455Expenses 2014: $1,392,187Net Income 2014: $44,2682014Revenue 2015: $1,470,943Expenses 2015: $1,404,055Net Income 2015: $66,8882015Revenue 2016: $1,520,906Expenses 2016: $1,467,660Net Income 2016: $53,2462016Revenue 2017: $1,573,424Expenses 2017: $1,491,980Net Income 2017: $81,4442017Revenue 2018: $1,617,502Expenses 2018: $1,510,205Net Income 2018: $107,2972018Revenue 2019: $1,650,110Expenses 2019: $1,479,162Net Income 2019: $170,9482019Revenue 2020: $1,703,315Expenses 2020: $1,424,040Net Income 2020: $279,2752020Revenue 2021: $1,754,099Expenses 2021: $1,477,112Net Income 2021: $276,9872021Revenue 2022: $1,655,848Expenses 2022: $1,542,333Net Income 2022: $113,5152022Revenue 2023: $1,951,401Expenses 2023: $1,547,085Net Income 2023: $404,3162023Revenue 2024: $2,177,110Expenses 2024: $1,630,855Net Income 2024: $546,2552024

Highlighted filing

2024

Revenue$2,177,110
Expenses$1,630,855
Net Income$546,255
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,990,095
Liabilities
$6,017,294
Net assets
$1,972,801
Revenue
$2,177,110
Expenses
$1,630,855
Net income
$546,255
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.99$6.02$1.97$2.18$1.63$0.55
2023Detailed filing. Detailed filing data is available for this year.$7.61$6.18$1.43$1.95$1.55$0.40
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.39$6.36$1.02$1.66$1.54$0.11
2021Detailed filing. Detailed filing data is available for this year.$7.49$6.58$0.91$1.75$1.48$0.28
2020Detailed filing. Detailed filing data is available for this year.$7.36$6.73$0.63$1.70$1.42$0.28
2019Detailed filing. Detailed filing data is available for this year.$7.25$6.90$0.35$1.65$1.48$0.17
2018Detailed filing. Detailed filing data is available for this year.$7.13$6.95$0.18$1.62$1.51$0.11
2017Detailed filing. Detailed filing data is available for this year.$7.14$7.07$0.07$1.57$1.49$0.08
2016Detailed filing. Detailed filing data is available for this year.$7.17$7.18$0.01$1.52$1.47$0.05
2015Detailed filing. Detailed filing data is available for this year.$7.23$7.29$0.06$1.47$1.40$0.07
2014Detailed filing. Detailed filing data is available for this year.$7.25$7.38$0.13$1.44$1.39$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.31$7.48$0.17$1.41
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.36$7.53$0.17$1.43
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.43$7.53$0.11$1.27
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.33$7.51$0.18$1.23
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Aug 12, 2025
Return Version
2023v6.0
Gross Receipts
$2,177,110
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$3,584,847$3,962,632▲ $377,785
Land, Buildings, and Equipment, Net$2,922,259$2,740,824▼ $181,435
Investments Other Securities$935,666$1,129,794▲ $194,128
Intangible Assets$91,701$82,690▼ $9,011
Prepaid Expenses and Deferred Charges$68,600$69,051▲ $451
Accounts Receivable$8,248$5,104▼ $3,144
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$7,611,321$7,990,095▲ $378,774
Other Assets Total-$0-
Liabilities
Tax Exempt Bond Liabilities$5,767,587$5,572,282▼ $195,305
Accounts Payable and Accrued Expenses$227,553$245,460▲ $17,907
Other Liabilities$189,635$199,552▲ $9,917
Total Liabilities$6,184,775$6,017,294▼ $167,481
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,426,546$1,972,801▲ $546,255
Total Net Assets Fund Balance$1,426,546$1,972,801▲ $546,255
Total Liabilities and Net Assets / Fund Balance$7,611,321$7,990,095▲ $378,774

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,942,421$5,107,316$7,049,737
Equipment$270,303$208,766$479,069
Land$470,000-$470,000
Leasehold Improvements$58,100$73,704$131,804
Compensation and Service Providers
Top Officer Pay98th percentile

Board Members and Trustees

NameTitle
Dan LindhBoard Chair/CEO
Mark PedersonBrd Vice Chair
Mark MeyerSec/treas/CFO
Jonathan FletcherVP Development

Highest Paid Contractors

ContractorServicesLocationCompensation
Phs Management LLCManagement Fees2845 N HAMLINE AVE, Roseville, MN 55304$100,256
Revenue and Support

Revenue Composition

Contributions and Grants
$15,930
Program Service Revenue
$2,004,728
Investment Income
$135,997
Other Revenue
$20,455
Change in Net Assets
$546,255
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,428,230
Salaries, Compensation, and Employee Benefits$202,625
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$324,636$16,110-$340,746
Interest$328,820--$328,820
Depreciation Depletion$320,258--$320,258
Other Salaries and Wages$85,698$74,566-$160,264
Fees for Services Management-$100,256-$100,256
Fees for Services Other$68,658$574-$69,232
Insurance-$58,439-$58,439
Information Technology-$31,392-$31,392
Other Employee Benefits$12,871$11,200-$24,071
Office Expenses$4,484$12,263-$16,747
Payroll Taxes$6,555$5,703-$12,258
Pension Plan Contributions$3,225$2,807-$6,032
Travel$5,703--$5,703
Fees for Services Accounting-$4,752-$4,752
Other Expenses$3,791$14,309-$3,791
Advertising-$461-$461
Total Functional Expenses$1,298,023$332,832$0$1,630,855
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$110,372
Subordinated Note Payable$89,180

Bond Issues

BondIssuerIssuedIssue PricePurpose
ACity of Bloomington Mn2008-07-30$7,240,000REFINANCE 1998 DEBT

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$7,240,000$7,095,200$1,667,717$144,800

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, 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 & services.”

Form 990, Part VI, Section B, Line 11B

“Prior to filing with the irs, the organization's form 990 is made available 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
Phsoakdale Inc
EIN
41-1832098
Phone
6516316162
Address
2845 N HAMLINE AVE, ROSEVILLE, MN 55113

Signing Officer

Name
Mark Meyer
Title
CFO
Signed
2025-08-12

Organization Details

Principal Officer
Jonathan Fletcher
Formed
1998
Legal Domicile
Mn
Voting Board Members
3
Independent Board Members
0
Employees
0
Supplemental Narrative

Financial Statement Notes

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 574 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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IRS990/PrincipalOfficerNm0JONATHAN FLETCHER
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IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
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IRS990ScheduleA/PublicSupportCY509Pct00.89890
IRS990ScheduleA/PublicSupportPY509Pct00.90630
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO AFFILIATES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1SUBORDINATED NOTE PAYABLE
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE 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.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
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