Civic Intelligence

Phs Oakdale Inc.

990 • Fiscal year 2012 • EIN 41-1832098

Oct 01, 2011 to Sep 30, 2012 • Filed on Aug 14, 2013

2845 N Hamline Ave55113
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

93rd percentile

1.02x

Higher debt load relative to assets than 93% of similar nonprofits.

2012 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

39th percentile

-0.9%

Faster asset growth than 39% of similar nonprofits.

2012 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$7,360,054

Down $64,947 (-0.9%) from 2011

Net Assets

Down

-$168,673

Down $62,709 (-59%) from 2011

Liabilities

Down

$7,528,727

Down $2,238 (-0.0%) from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$1,434,232

Up $165,594 (+13%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$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

2012

Assets$7,360,054
Liabilities$7,528,727
Net Assets-$168,673

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2012

Revenue-
Expenses$1,434,232
Net Income-
Jump To
Filing Snapshot
Filing Period
Oct 1, 2011 to Sep 30, 2012
Signed
Aug 14, 2013
Return Version
2011v1.5
Gross Receipts
$1,371,523
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.

Filing and Contact Details

Filer

EIN
41-1832098
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IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation0THE 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. THE ORGANIZATION'S TAX RETURNS FOR THE 2009, 2010, AND 2011 FISCAL YEARS ARE OPEN TO EXAMINATION BY THE IRS.
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IRS990ScheduleJ/Form990ScheduleJPartII/CompBasedOnRelatedOrgs0245580
IRS990ScheduleJ/Form990ScheduleJPartII/CompBasedOnRelatedOrgs1299540
IRS990ScheduleJ/Form990ScheduleJPartII/CompBasedOnRelatedOrgs2219810
IRS990ScheduleJ/Form990ScheduleJPartII/CompBasedOnRelatedOrgs3237199
IRS990ScheduleJ/Form990ScheduleJPartII/CompBasedOnRelatedOrgs4541112
IRS990ScheduleJ/Form990ScheduleJPartII/CompBasedOnRelatedOrgs5203199
IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompRelatedOrgs07367
IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompRelatedOrgs18986
IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompRelatedOrgs26594
IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompRelatedOrgs37116
IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompRelatedOrgs491233
IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompRelatedOrgs56096
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson0SHARON KLEFSAAS
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson1MARK MEYER
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson2KAREN MCKENNA
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson3JOHN MEHRKENS
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson4DAN LINDH
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson5CATHY BERGLAND
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsRelatedOrgs05031
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsRelatedOrgs17692
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsRelatedOrgs2457
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsRelatedOrgs37546
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsRelatedOrgs47620
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsRelatedOrgs54396
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationRelatedOrgs0257978

Document Assets

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Filings

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