2024-08-13T09:38:07-07:00 2023-09-30 990 2022-10-01 311662044 AVALON SQUARE INC AVAL 6516316162 2845 HAMLINE AVE N ROSEVILLE MN 55113 MARK MEYER CFO 2024-08-13 true 2022 2024-08-08 14:25:15Z MARK MEYER 2845 HAMLINE AVE N ROSEVILLE MN 55113 6882211 false X WWW.PRESHOMES.ORG X 2004 WI THE MISSION OF AVALON SQUARE, INC. IS TO HONOR GOD BY ENRICHING THE LIVES AND TOUCHING THE HEARTS OF OLDER ADULTS. 8 7 0 76 0 87889 128575 6216129 6539467 1017 3154 225979 211015 6531014 6882211 1081 6930 0 2915860 3306505 0 0 3098916 3176712 6015857 6490147 515157 392064 17747585 20278213 14401844 16540408 3345741 3737805 THE MISSION OF AVALON SQUARE, INC. IS TO HONOR GOD BY ENRICHING THE LIVES AND TOUCHING THE HEARTS OF OLDER ADULTS. false false 5306905 6930 6539467 AVALON SQUARE INC. LOCATED IN WAUKESHA, WISCONSIN CONSISTS OF 27 ASSISTED LIVING UNITS SPECIALIZING IN MEMORY CARE, 48 TRADITIONAL ASSISTED LIVING APARTMENTS AND 68 INDEPENDENT LIVING APARTMENTS. 5306905 true true false false false false false false true false true false false false true true true false false false false false false false false false false false true true false false false false false false false false false false false false false true false false false true 0 0 false 0 false false false false false false false 0 false false false false false false false X 8 7 false true false false true true false true true false false true true true true true true false false false WI X HEIDI PETERSON 6516316162 2845 N HAMLINE AVE ROSEVILLE MN 55113 DAN LINDH CEO 1.00 39.00 X X 0 836839 25618 MARK MEYER CFO 1.00 39.00 X 0 449215 29663 JONATHAN FLETCHER VP DEVELOPMENT 1.00 39.00 0 358151 25188 DUANE LARSON VP OPERATIONS 1.00 39.00 0 329917 21874 MARK PEDERSON VP OPERATIONS (MAY 2023) 1.00 39.00 0 189597 22932 TERESA LARSON SVP EMPLOYEE EXPERIENCE 1.00 39.00 0 153546 10011 SUZY FRASIER Secretary 12/22 1.00 0.00 X X 0 0 0 RACHEL YATES BOARD MEMBER 1.00 0.00 X 0 0 0 DEAN MULLER BOARD MEMBER 1.00 0.00 X 0 0 0 FRANK HABIB BOARD MEMBER 1.00 0.00 X 0 0 0 KEITH PIERCE BOARD MEMBER 1.00 0.00 X 0 0 0 MARTHA BROWN BOARD MEMBER 1.00 0.00 X 0 0 0 JUDE CARLIN BOARD MEMBER 1.00 0.00 X 0 0 0 KEVIN SJOSTROM BOARD CHAIR 1.00 0.00 X X 0 0 0 JAMES GUCKENBERG BOARD MEMBER 1.00 0.00 X 0 0 0 JEFFREY HEIN BOARD MEMBER 1.00 0.00 X 0 0 0 2317265 135286 0 false true false PHS MANAGEMENT LLC 2845 HAMLINE AVE N ROSEVILLE MN 55113 MANAGEMENT FEE 339072 SENIOR LIFESTYLE DESIGNS 2823 HAMLINE AVE N ROSEVILLE MN 55113 DESIGN SERVICES 235576 2 128575 128575 RENT & CARE INCOME 623000 6539467 6539467 6539467 3154 3154 0 0 95490 95490 95490 95490 0 0 0 49 49 49 CULINARY 722210 71478 71478 MISCELLANEOUS INCOME 900099 29037 29037 OTHER RESIDENT SRVC 623000 12430 12430 2531 2531 115476 6882211 6539467 214169 0 6930 6930 0 0 0 0 2699457 2339781 359676 34624 30011 4613 367479 318516 48963 204945 177638 27307 339072 339072 284 284 19950 19950 0 0 0 110841 110605 236 9551 7617 1934 98178 39794 58384 72408 72408 0 462472 348186 114286 4885 4885 0 3488 3488 315236 315236 0 968486 968486 118600 118600 FOOD 323180 323180 BUILDING/MAINT SUPPORT/CONTRAC 240899 240899 MISCELLANEOUS 64531 47002 17529 MEDICAL SUPPLIES 24651 24651 0 6490147 5306905 1183242 0 0 2799686 728021 0 58278 82408 0 0 0 0 14817 15502 32854116 14088464 14256627 18765652 0 530989 607271 0 87188 79359 0 17747585 20278213 353509 226365 198505 210518 13752841 13231794 96989 2871731 14401844 16540408 X 3345741 3737805 3345741 3737805 17747585 20278213 392064 X false true X true true true X 73383 86426 245225 87889 128575 621498 5824851 5757666 5894538 6216129 6539467 30232651 106927 96877 98371 98313 95490 495978 0 0 6005161 5940969 6238134 6402331 6763532 31350127 0 215688 150236 129736 153286 243609 892555 215688 150236 129736 153286 243609 892555 30457572 4546 1150 838 1017 3154 10705 0 4546 1150 838 1017 3154 10705 0 151132 145203 139887 127668 115524 679414 6160839 6087322 6378859 6531016 6882210 32040246 0.95060 0.95050 0.00030 0.00030 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true X 1579898 1579898 23268708 12701296 10567412 549191 491728 57463 7456319 895440 6560879 18765652 DUE TO AFFILIATES 2871731 2871731 X 6882211 6882211 6882211 6490147 6490147 6490147 Part IV, Line 2b: Explanation of escrow account liability THE ORGANIZATION HOLDS TENANT SECURITY DEPOSITS FOR ITS RESIDENTS. MONEY IS HELD IN A SEGREGATED DAMAGE DEPOSIT ACCOUNT AND EARNS INTEREST WHILE IT IS HELD. RESIDENTS RECEIVE A REFUND OF THEIR DAMAGE DEPOSIT UPON DISCHARGE, AFTER ANY DEDUCTIONS FOR NECESSARY REPAIRS AND DAMAGES. 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. false 0 0 SCHOLARSHIPS 1 6930 FMV Additional Supplemental Information AVALON, INC. TRANSFERRED TO ITS SOLE MEMBER THE EXCESS SURPLUS CASH AS ALLOWED UNDER THEIR US DEPT OF HOUSING & URBAN DEVELOPMNET LOAN. false false false false false false false false false DAN LINDH CEO 813148 23691 14750 10868 862457 DUANE LARSON VP OPERATIONS 308632 21285 14750 7124 351791 JONATHAN FLETCHER VP DEVELOPMENT 351146 7005 12702 12486 383339 MARK MEYER CFO 425562 23653 14750 14913 478878 MARK PEDERSON VP OPERATIONS (MAY 2023) 188833 764 8019 14913 212529 TERESA LARSON SVP EMPLOYEE EXPERIENCE 145510 8036 7695 2316 163557 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 OF WISCONSIN, INC. Form 990, Part VI, Section B, Line 11b THE ORGANIZATION'S 990 IS PROVIDED TO VOTING MEMBERS OF THE GOVERNING BODY PRIOR TO FILING WITH THE IRS. OFFICERS AND MANAGEMENT OF THE ORGANIZATION HAVE BEEN INVOLVED IN THE PREPARATION OF THE 990 AND HAVE REVIEWED THE 990 THROUGHOUT THE PROCESS. 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. Schedule R Part II Identification of Tax-Exempt Organizations Schedule R Part II Identification of Tax-Exempt Organizations SEE ATTACHMENT FOR SCH R 2845 N HAMLINE AVE ROSEVILLE MN 55113 MN N/A false false false true false false false false false false false false false false false true true false false false