Civic Intelligence

Williamsburg Retirement Community Inc.

990 • Fiscal year 2023 • EIN 75-3033211

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

Organization ProfileWWW.PRESHOMES.ORG
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

50th percentile

0.22x

Higher debt load relative to assets than 50% of similar nonprofits.

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

Liabilities / Revenue

69th percentile

0.66x

Higher debt load relative to revenue than 69% of similar nonprofits.

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

Net Margin

38th percentile

0.3%

Higher net margin than 38% 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 8.2% of source-year revenue.

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

Asset Growth

24th percentile

-1.0%

Faster asset growth than 24% of similar nonprofits.

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

Revenue Growth

68th percentile

15%

Faster revenue growth than 68% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets50th percentile

Assets

Down

$31,940,649

Down $309,924 (-1.0%) from 2022

Net Assets

Up

$24,938,540

Up $35,315 (+0.1%) from 2022

Liabilities

Down

$7,002,109

Down $345,239 (-4.7%) from 2022

Revenue And Expenses
Liabilities / Revenue69th percentileNet Margin38th percentile

Revenue

Up

$10,544,696

Up $1,340,817 (+15%) from 2022

Expenses

Up

$10,509,381

Up $661,410 (+6.7%) from 2022

Net Income

Up

$35,315

Up $679,407 (+105%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

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

$40M$30M$20M$10M$0Assets 2010: $30,984,953Liabilities 2010: $14,880,669Net Assets 2010: $16,104,2842010Assets 2011: $32,726,442Liabilities 2011: $14,490,292Net Assets 2011: $18,236,1502011Assets 2012: $34,233,202Liabilities 2012: $15,550,511Net Assets 2012: $18,682,6912012Assets 2013: $35,190,248Liabilities 2013: $15,074,123Net Assets 2013: $20,116,1252013Assets 2014: $33,284,721Liabilities 2014: $12,275,176Net Assets 2014: $21,009,5452014Assets 2015: $32,994,083Liabilities 2015: $11,827,270Net Assets 2015: $21,166,8132015Assets 2016: $32,553,900Liabilities 2016: $11,200,678Net Assets 2016: $21,353,2222016Assets 2017: $31,873,494Liabilities 2017: $10,311,085Net Assets 2017: $21,562,4092017Assets 2018: $31,619,723Liabilities 2018: $9,833,226Net Assets 2018: $21,786,4972018Assets 2019: $31,689,306Liabilities 2019: $9,027,348Net Assets 2019: $22,661,9582019Assets 2020: $34,810,011Liabilities 2020: $9,308,546Net Assets 2020: $25,501,4652020Assets 2021: $35,251,162Liabilities 2021: $7,993,319Net Assets 2021: $27,257,8432021Assets 2022: $32,250,573Liabilities 2022: $7,347,348Net Assets 2022: $24,903,2252022Assets 2023: $31,940,649Liabilities 2023: $7,002,109Net Assets 2023: $24,938,5402023Assets 2024: $32,359,256Liabilities 2024: $6,597,087Net Assets 2024: $25,762,1692024

Highlighted filing

2023

Assets$31,940,649
Liabilities$7,002,109
Net Assets$24,938,540
Open 2023 Filing

Operations Trend

Revenue Growth68th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$15M$10M$5.0M$0-$5.0MExpenses 2010: $6,137,1952010Expenses 2011: $5,900,6772011Expenses 2012: $6,236,7462012Expenses 2013: $7,044,2462013Revenue 2014: $7,946,169Expenses 2014: $7,469,936Net Income 2014: $476,2332014Revenue 2015: $7,612,437Expenses 2015: $7,299,269Net Income 2015: $313,1682015Revenue 2016: $7,406,120Expenses 2016: $7,619,813Net Income 2016: -$213,6932016Revenue 2017: $7,786,282Expenses 2017: $8,173,510Net Income 2017: -$387,2282017Revenue 2018: $8,044,469Expenses 2018: $8,116,369Net Income 2018: -$71,9002018Revenue 2019: $9,238,086Expenses 2019: $8,301,407Net Income 2019: $936,6792019Revenue 2020: $10,930,942Expenses 2020: $8,496,736Net Income 2020: $2,434,2062020Revenue 2021: $9,467,735Expenses 2021: $8,859,658Net Income 2021: $608,0772021Revenue 2022: $9,203,879Expenses 2022: $9,847,971Net Income 2022: -$644,0922022Revenue 2023: $10,544,696Expenses 2023: $10,509,381Net Income 2023: $35,3152023Revenue 2024: $12,080,266Expenses 2024: $11,256,637Net Income 2024: $823,6292024

Highlighted filing

2023

Revenue$10,544,696
Expenses$10,509,381
Net Income$35,315
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
$10,548,213
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
Land, Buildings, and Equipment, Net$22,580,340$21,398,106▼ $1,182,234
Investments Other Securities$6,350,343$6,810,773▲ $460,430
Savings and Temporary Cash Investments$3,082,127$3,535,772▲ $453,645
Accounts Receivable$210,488$170,115▼ $40,373
Prepaid Expenses and Deferred Charges$15,088$15,571▲ $483
Intangible Assets$12,187$10,312▼ $1,875
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$32,250,573$31,940,649▼ $309,924
Other Assets Total-$0-
Liabilities
Tax Exempt Bond Liabilities$3,959,271$3,414,960▼ $544,311
Escrow Account Liability$1,851,778$1,868,405▲ $16,627
Other Liabilities$1,070,094$1,292,993▲ $222,899
Accounts Payable and Accrued Expenses$466,205$425,751▼ $40,454
Total Liabilities$7,347,348$7,002,109▼ $345,239
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$20,595,642$19,261,336▼ $1,334,306
Net Assets With Donor Restrictions$4,307,583$5,677,204▲ $1,369,621
Total Net Assets Fund Balance$24,903,225$24,938,540▲ $35,315
Total Liabilities and Net Assets / Fund Balance$32,250,573$31,940,649▼ $309,924

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$19,161,947$15,794,739$34,956,686
Leasehold Improvements$239,698$1,705,876$1,945,574
Equipment$881,790$843,779$1,725,569
Land$1,114,671-$1,114,671

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$5,353,804-▲ $822,470$499,070$5,677,204
2021$6,604,320-▼ $1,250,516-$5,353,804
2020$5,538,887-▲ $1,294,859$229,426$6,604,320
2019$5,039,827-▲ $499,060-$5,538,887
2018$5,263,090-▲ $22,602$245,865$5,039,827
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Brian PhillipsCampus AdminFT$122,413$22,705$145,118
Teresa DonaldsonTmaFT$125,584-$125,584

Board Members and Trustees

NameTitle
Curt BlytheBoard Chair
Mary BlytheBoard Vicechair
Dan LindhBoard President
Arlene HoldenBoard Member
Chuck OrrBoard Member
Karol HoldenBoard Member
Marcia KinzenbawBoard Member
Mark HudsonBoard Member
Mike MooreBoard Member
Ron HoldenBoard Member
Susan MccurryBoard Member
Mark MeyerBoard Treaurer
Teresa LarsonSVP Employee Experience
Jonathan FletcherVP Development
Duane LarsonVP Operations
Mark PedersonVP Operations

Highest Paid Contractors

ContractorServicesLocationCompensation
Phs Management LLCManagement Fee2845 N HAMLINE AVE, Roseville, MN 55113$356,460
Grapetree Medical StaffingNurse AgencyPO BOX 5340, Sioux Falls, SD 57117$141,911
Onr National INCTherapy8500 BLUFFSONTE CR SUITE A201, Austin, TX 78759$119,876
Revenue and Support

Revenue Composition

Contributions and Grants
$840,505
Program Service Revenue
$9,472,551
Investment Income
$71,732
Other Revenue
$159,908
Change in Net Assets
$35,315
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$5,981,395
Other Expenses$4,524,647
Grants and Similar Amounts Paid$3,339
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$4,555,312$379,880-$4,935,192
Depreciation Depletion$1,417,398--$1,417,398
Other Employee Benefits$573,875$47,857-$621,732
Occupancy$506,814$62,625-$569,439
Fees for Services Other$483,705$15,346-$499,051
Payroll Taxes$335,986$28,019-$364,005
Fees for Services Management-$356,460-$356,460
Insurance-$160,377-$160,377
Office Expenses$61,096$85,427-$146,523
Interest$146,483--$146,483
Other Expenses$14,484$118,202-$132,686
Information Technology-$109,004-$109,004
Pension Plan Contributions$55,812$4,654-$60,466
Advertising$10,565$11,784-$22,349
Travel$14,098--$14,098
Conferences and Meetings$12,687--$12,687
Fees for Services Accounting-$8,275-$8,275
Grants to Domestic Individuals$3,339--$3,339
Total Functional Expenses$9,121,471$1,387,910$0$10,509,381
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$1,292,992
Rounding$1

Bond Issues

BondIssuerIssuedIssue PricePurpose
ACity of Williamsburg Iowa2014-02-27$8,021,116REFINANCE EXISTING DEBT

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$8,021,116$8,021,116$4,606,156-

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 2

“Curt blythe - family relationshipmary blythe - family relationshiparlene holden - family relationshipron holden - family relationshipsusan mccurry - family relationshipkarol holden - family relationship”

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
Williamsburg Retirement Community
EIN
75-3033211
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
2002
Legal Domicile
Mn
Voting Board Members
11
Independent Board Members
8
Employees
0
Volunteers
26
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 IV, Line 2B: Explanation of escrow account liability

“Resident notes are reported as long term asset and liability, respectively on the statements of the financial position. The contracts with the residents limit the total amount of deposits that the organization must return at ay one time. The maximum amounts is $250,000. If at any time the net amount it has been returned to former residents exceeds the amount that it has received from new tenants by the applicable maximum amount, the orgaization is not required to refund additional deposits until new deposits are collected bringing the amount owed under maximum amount.”

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.”

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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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Document Assets

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Filings

Displayed year

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

Open filing
Assets
$31,940,649
Liabilities
$7,002,109
Net assets
$24,938,540
Revenue
$10,544,696
Expenses
$10,509,381
Net income
$35,315
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$32.4$6.60$25.8$12.1$11.3$0.82
2023Detailed filing. Detailed filing data is available for this year.$31.9$7.00$24.9$10.5$10.5$0.04
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$32.3$7.35$24.9$9.20$9.85$0.64
2021Detailed filing. Detailed filing data is available for this year.$35.3$7.99$27.3$9.47$8.86$0.61
2020Detailed filing. Detailed filing data is available for this year.$34.8$9.31$25.5$10.9$8.50$2.43
2019Detailed filing. Detailed filing data is available for this year.$31.7$9.03$22.7$9.24$8.30$0.94
2018Detailed filing. Detailed filing data is available for this year.$31.6$9.83$21.8$8.04$8.12$0.07
2017Detailed filing. Detailed filing data is available for this year.$31.9$10.3$21.6$7.79$8.17$0.39
2016Detailed filing. Detailed filing data is available for this year.$32.6$11.2$21.4$7.41$7.62$0.21
2015Detailed filing. Detailed filing data is available for this year.$33.0$11.8$21.2$7.61$7.30$0.31
2014Detailed filing. Detailed filing data is available for this year.$33.3$12.3$21.0$7.95$7.47$0.48
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$35.2$15.1$20.1$7.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$34.2$15.6$18.7$6.24
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$32.7$14.5$18.2$5.90
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$31.0$14.9$16.1$6.14