Civic Intelligence

Holl Tr B-Presbyterian Home

EIN 41-6459792 • 501(c)3 • Milwaukee, WI

Profile

To be operated exclusively for the benefit of presbyterian homes, for its unrestricted charitable purposes.

PO Box 0634Milwaukee, WI 53201-0634

n/A

Siviq Scores

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

Liabilities / Assets

4th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

5th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Net Margin

71st percentile

16%

Higher net margin than 71% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

36th percentile

$209,490

Higher top officer pay than 36% of similar nonprofits.

Top officer pay equals 8.8% of source-year revenue.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Asset Growth

37th percentile

1.9%

Faster asset growth than 37% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

84th percentile

42%

Faster revenue growth than 84% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets4th percentile

Assets

Up

$33,749,621

Up $626,532 (+1.9%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$33,749,621

Up $626,532 (+1.9%) from 2023

Operations
Liabilities / Revenue5th percentileNet Margin71st percentile

Revenue

Up

$2,381,149

Up $706,078 (+42%) from 2023

Expenses

Up

$1,996,345

Up $36,204 (+1.8%) from 2023

Net Income

Up

$384,804

Up $669,874 (+235%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth37th percentile

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

$40M$30M$20M$10M$0Assets 2010: $25,069,444Liabilities 2010: $427Net Assets 2010: $25,069,0172010Assets 2011: $25,263,140Liabilities 2011: $0Net Assets 2011: $25,263,1402011Assets 2012: $25,932,503Liabilities 2012: $1,381Net Assets 2012: $25,931,1222012Assets 2013: $27,106,442Liabilities 2013: $11,081Net Assets 2013: $27,095,3612013Assets 2014: $26,886,272Liabilities 2014: $12,134Net Assets 2014: $26,874,1382014Assets 2015: $29,635,420Liabilities 2015: $4,654Net Assets 2015: $29,630,7662015Assets 2016: $29,075,792Liabilities 2016: $0Net Assets 2016: $29,075,7922016Assets 2017: $30,141,732Liabilities 2017: $0Net Assets 2017: $30,141,7322017Assets 2018: $30,914,409Liabilities 2018: $0Net Assets 2018: $30,914,4092018Assets 2019: $30,814,036Liabilities 2019: $0Net Assets 2019: $30,814,0362019Assets 2020: $30,716,680Liabilities 2020: $0Net Assets 2020: $30,716,6802020Assets 2021: $34,163,292Liabilities 2021: $0Net Assets 2021: $34,163,2922021Assets 2022: $33,136,377Liabilities 2022: $0Net Assets 2022: $33,136,3772022Assets 2023: $33,123,089Liabilities 2023: $0Net Assets 2023: $33,123,0892023Assets 2024: $33,749,621Liabilities 2024: $0Net Assets 2024: $33,749,6212024

Highlighted filing

2024

Assets$33,749,621
Liabilities$0
Net Assets$33,749,621
Open 2024 Filing

Operations Trend

Revenue Growth84th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $1,370,9352010Expenses 2011: $1,327,5812011Expenses 2012: $1,301,6592012Revenue 2013: $2,592,235Expenses 2013: $1,396,752Net Income 2013: $1,195,4832013Revenue 2014: $1,375,306Expenses 2014: $1,526,680Net Income 2014: -$151,3742014Revenue 2015: $4,352,479Expenses 2015: $1,655,545Net Income 2015: $2,696,9342015Revenue 2016: $986,767Expenses 2016: $1,594,106Net Income 2016: -$607,3392016Revenue 2017: $2,232,446Expenses 2017: $1,632,738Net Income 2017: $599,7082017Revenue 2018: $1,998,170Expenses 2018: $1,699,994Net Income 2018: $298,1762018Revenue 2019: $1,192,056Expenses 2019: $1,701,498Net Income 2019: -$509,4422019Revenue 2020: $1,552,222Expenses 2020: $1,755,205Net Income 2020: -$202,9832020Revenue 2021: $4,097,383Expenses 2021: $1,830,031Net Income 2021: $2,267,3522021Revenue 2022: $738,660Expenses 2022: $1,913,627Net Income 2022: -$1,174,9672022Revenue 2023: $1,675,071Expenses 2023: $1,960,141Net Income 2023: -$285,0702023Revenue 2024: $2,381,149Expenses 2024: $1,996,345Net Income 2024: $384,8042024

Highlighted filing

2024

Revenue$2,381,149
Expenses$1,996,345
Net Income$384,804
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$33,749,621
Liabilities
$0
Net assets
$33,749,621
Revenue
$2,381,149
Expenses
$1,996,345
Net income
$384,804
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$33.7$0.00$33.7$2.38$2.00$0.38
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$33.1$0.00$33.1$1.68$1.96$0.29
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$33.1$0.00$33.1$0.74$1.91$1.17
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$34.2$0.00$34.2$4.10$1.83$2.27
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$30.7$0.00$30.7$1.55$1.76$0.20
2019Summary only. Only limited summary data is available for this year.$30.8$0.00$30.8$1.19$1.70$0.51
2018Summary only. Only limited summary data is available for this year.$30.9$0.00$30.9$2.00$1.70$0.30
2017Summary only. Only limited summary data is available for this year.$30.1$0.00$30.1$2.23$1.63$0.60
2016Summary only. Only limited summary data is available for this year.$29.1$0.00$29.1$0.99$1.59$0.61
2015Summary only. Only limited summary data is available for this year.$29.6$0.00$29.6$4.35$1.66$2.70
2014Summary only. Only limited summary data is available for this year.$26.9$0.01$26.9$1.38$1.53$0.15
2013Summary only. Only limited summary data is available for this year.$27.1$0.01$27.1$2.59$1.40$1.20
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.9$0.00$25.9$1.30
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.3$0.00$25.3$1.33
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.1$0.00$25.1$1.37
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 6, 2025
Return Version
2024v5.2
Gross Receipts
$6,734,655
Mission and Program Overview

Mission

To be operated exclusively for the benefit of presbyterian homes, for its unrestricted charitable purposes.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$33,123,089$33,749,621▲ $626,532
Investments in Publicly Traded Securities$32,550,999$33,113,011▲ $562,012
Savings and Temporary Cash Investments$546,858$607,862▲ $61,004
Cash and Non-Interest-Bearing Accounts$3,503$7,209▲ $3,706
Total Assets$33,123,089$33,749,621▲ $626,532
Other Assets Total$21,729$21,539▼ $190
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$33,123,089$33,749,621▲ $626,532
Total Liabilities and Net Assets / Fund Balance$33,123,089$33,749,621▲ $626,532
Compensation and Service Providers
Top Officer Pay36th percentile

Employees

NameTitleBaseTotal
-Trustee$209,490$209,490

Board Members and Trustees

NameTitle
Scott WeichtTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$2,006,843
Other Revenue
$374,306
Change in Net Assets
$384,804
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,713,348
Other Expenses$282,997
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,713,348--$1,713,348
Fees for Services Management$41,898$167,592-$209,490
Other Expenses-$28,050-$28,050
Fees for Services Accounting$700--$700
All Other Expenses$95--$95
Total Functional Expenses$1,756,041$240,304$0$1,996,345
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Presbyterian Homes FoundationRoseville, MN501(c)(3)General Operating Support$1,713,348
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8A

“The organization follows the same prudent policies as it's institutional trustee”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“The organization follows the same prudent policies as it's institutional trustee”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“The institutional trustee reviews the return”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12C

“The organization follows the same prudent policies as it's institutional trustee”

Form 990, Page 6, Part VI, Line 18

“AVAILABLE UPON REQUEST”

Form 990, Page 6, Part VI, Line 19

“AVAILABLE UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Holl Tr B-presbyterian Home
EIN
41-6459792
Phone
6123033377
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
U S Bank N a by
Title
Trustee
Phone
6123033377
Signed
2025-11-06
Discuss with paid preparer
Yes

Organization Details

Formed
1999
Legal Domicile
Mn
Voting Board Members
2
Independent Board Members
1
Employees
0

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Allison J Valenty
Phone
4123556000
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“Partnership distribution adj $753,031; partnership income adj ($374,306); partnership expense adj $28,050; py pending sales 8,202; roc adj ($5,238); nuveen adjustment $40; abc blocked seller adj ($71,561); jacobs solutions adj ($6,002); annaly capital adj ($647); partnership basis/timing adj ($89,841)”

Raw XML AppendixShowing 400 of 432 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
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IRS990/AllOtherExpensesGrp/TotalAmt095
IRS990/BackupWthldComplianceInd0true
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IRS990/BooksInCareOfDetail/PhoneNum06123033377
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0800 NICOLLET MALL
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IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd055402
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt033123089
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt033749621
IRS990/CashNonInterestBearingGrp/BOYAmt03503
IRS990/CashNonInterestBearingGrp/EOYAmt07209
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
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IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt01713348
IRS990/CYInvestmentIncomeAmt02006843
IRS990/CYOtherExpensesAmt0282997
IRS990/CYOtherRevenueAmt0374306
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0384804
IRS990/CYSalariesCompEmpBnftPaidAmt00
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IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02381149
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0DISTRIBUTIONS TO PRESBYTERIAN HOMES
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExcsTaxSect4951Or4952Or4953Ind0false
IRS990/ExpenseAmt01756041
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt0700
IRS990/FeesForServicesAccountingGrp/TotalAmt0700
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IRS990/FeesForServicesOtherGrp/ProgramServicesAmt00
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IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0US BANK NA
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/PersonNm0SCOTT WEICHT
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1209490
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/Form990TFiledInd0true
IRS990/FormationYr01999
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt01143444
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt02
IRS990/GrantAmt01713348
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01713348
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01713348
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt05496950
IRS990/GrossReceiptsAmt06734655
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt01
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0863399
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0863399
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt032550999
IRS990/InvestmentsPubTradedSecGrp/EOYAmt033113011
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt04353506
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0false
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt0275716
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt0374306
IRS990/MiscellaneousRevenueGrp/UnrelatedBusinessRevenueAmt098590
IRS990/MissionDesc0TO BE OPERATED EXCLUSIVELY FOR THE BENEFIT OF PRESBYTERIAN HOMES, FOR ITS UNRESTRICTED CHARITABLE PURPOSES.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt033123089
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IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01143444
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IRS990/NetUnrelatedBusTxblIncmAmt045940
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt021729
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IRS990/OtherExpensesGrp/Desc0FOREIGN TAX WITHHELD
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IRS990/RelatedEntityInd0true
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IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt04384586
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt023352
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt00
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt01296477
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt00
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt0725
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt01713348
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt01737425
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE DOCUMENT REQUIRES THAT THE INVDIVIDUAL TRUSTEE, WHO IS APPOINTED BY THE SUPPORTED ORGANIZATION, HAVE A SIGNIFICANT VOICE IN THE INVESTMENT POLIICIES. A MEETING IS HELD QUARTERLY BETWEEN THE INDIVIDUAL TRUSTEE AND THE ORGANIZATION'S FINANCE COMMITTEE
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE FINANCIAL COMMITTEE ATTEND THE TRUSTEE'S QUARTERLY MEETINGS TO ADVISE THE DIRECTION OF THE INVESTMENT AND THEIR POLICIES. BASED ON THERE HISTORICAL RELATIONSHIP THE INVESTMENT STRATEGIES DIRECTLY IMPACT THE SUPPORT ORGANIZATION'S OVERALL SUPPORT.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2TAX PREP FEES AND STATE FILING FEES
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION D, LINE 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART V, LINE 8
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2PART V, SECTION D, LINE 6
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt041151061
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt037606297
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt0612822
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt0606313
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt040538239
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt036999984
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt0617266
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt0564094
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt040533795
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt037042203
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt01418683
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt01296477
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt041151061
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt037606297
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt01418683
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt01296477
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0410758756
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd01
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt01713348
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0PRESBYTERIAN HOMES
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt01713348
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt01713348
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL OPERATING SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0PRESBYTERIAN HOMES FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientEIN0410758756
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt02845 HAMLINE AVE N STE 20
IRS990ScheduleI/RecipientTable/USAddress/CityNm0ROSEVILLE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MN
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd0551137127
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0Book Value
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0ANNUAL REPORTS FROM THE GRANTEE, SITE VISITS, AND MEETINGS
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION FOLLOWS THE SAME PRUDENT POLICIES AS IT'S INSTITUTIONAL TRUSTEE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION FOLLOWS THE SAME PRUDENT POLICIES AS IT'S INSTITUTIONAL TRUSTEE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE INSTITUTIONAL TRUSTEE REVIEWS THE RETURN
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION FOLLOWS THE SAME PRUDENT POLICIES AS IT'S INSTITUTIONAL TRUSTEE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PARTNERSHIP DISTRIBUTION ADJ $753,031; PARTNERSHIP INCOME ADJ ($374,306); PARTNERSHIP EXPENSE ADJ $28,050; PY PENDING SALES 8,202; ROC ADJ ($5,238); NUVEEN ADJUSTMENT $40; ABC BLOCKED SELLER ADJ ($71,561); JACOBS SOLUTIONS ADJ ($6,002); ANNALY CAPITAL ADJ ($647); PARTNERSHIP BASIS/TIMING ADJ ($89,841)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6EXPLANATION FOR FORM 990, PART XI, LINE 9
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0PRESBYTERIAN HOMES FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0410758756
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt02
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PROVIDING HOUSING AND SERVICES TO OLDER ADULT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0509(a)(2)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt02845 HAMLINE AVE N STE 20
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0ROSEVILLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0MN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd0551137127
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt01713766
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0FMV
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0PRESBYTERIAN HOMES FOUNDATION
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0b
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0MN
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt033123089
IRS990/TotalAssetsEOYAmt033749621
IRS990/TotalAssetsGrp/BOYAmt033123089
IRS990/TotalAssetsGrp/EOYAmt033749621
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0240304
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01756041
IRS990/TotalFunctionalExpensesGrp/TotalAmt01996345
IRS990/TotalGrossUBIAmt098590
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt033123089
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt033749621
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt01756041
IRS990/TotalReportableCompFromOrgAmt0209490
IRS990/TotalRevenueGrp/ExclusionAmt02006843
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0275716
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02381149
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt098590
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt033123089
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt033749621
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt01

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