2024-08-13T10:33:25-07:00 2023-09-30 990 2022-10-01 411832098 PHSOAKDALE INC PHSO 6516316162 2845 N HAMLINE AVE ROSEVILLE MN 55113 MARK MEYER CFO 2024-08-13 true 2022 2024-08-08 14:25:15Z MARK MEYER 2845 N HAMLINE AVE ROSEVILLE MN 55113 1951401 false X WWW.PRESHOMES.ORG X 1998 MN THE MISSION OF THE ORGANIZATION IS TO HONOR GOD BY ENRICHING THE LIVES AND TOUCHING THE HEARTS OF OLDER ADULTS. 3 0 0 0 10401 865 1761625 1873795 -133201 53661 17023 23080 1655848 1951401 0 0 175508 192969 0 0 1366825 1354116 1542333 1547085 113515 404316 7387057 7611321 6364831 6184775 1022226 1426546 THE MISSION OF THE ORGANIZATION IS TO HONOR GOD BY ENRICHING THE LIVES AND TOUCHING THE HEARTS OF OLDER ADULTS. false false 1238656 1873795 THE ORGANIZATION IS LOCATED IN OAKDALE, MINNESOTA AND CONSISTS OF A 100 INDEPENDENT SENIOR LIVING APARTMENTS. 1238656 true false false false false false false false false false true true false false true true false 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 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 3 0 false true false false true true false true true false false true true true true true true false false false MN X HEIDI PETERSON 6516316162 2845 N HAMLINE AVE ROSEVILLE MN 55113 DAN LINDH BOARD CHAIR/CEO 1.00 39.00 X X 0 836839 25618 MARK MEYER SEC/TREAS/CFO 1.00 39.00 X X 0 449215 29663 JONATHAN FLETCHER VP DEVELOPMENT 1.00 39.00 0 358151 25188 DUANE LARSON VP AFFILIATE BD 1.00 39.00 X 0 329917 21874 MARK PEDERSON SVP OPERATIONS 1.00 39.00 X 0 189597 22932 TERESA LARSON SVP HUMAN RESOURCES 1.00 39.00 0 153546 10011 2317265 135286 0 false true false 0 865 865 RESIDENT SERVICES 623000 1873795 1873795 1873795 53661 53661 0 0 12523 12523 12523 12523 0 0 0 0 BEAUTY SHOP 446199 585 585 CULINARY INCOME 722210 1747 1747 MISCELLANEOUS INCOME 900099 8225 8225 10557 1951401 1873795 76741 0 0 0 0 0 0 175104 95953 79151 5688 3117 2571 -449 -246 -203 12626 6919 5707 99281 99281 0 0 0 0 0 98068 98068 1285 1285 17259 1205 16054 25768 25768 0 354291 338201 16090 2566 2566 0 0 293282 293282 0 317568 317568 53164 53164 BUILDING - CONTRACTS/MAINT 69871 69871 MISCELLANEOUS 13251 3690 9561 FOOD 8462 8462 0 1547085 1238656 308429 0 0 3416388 3584847 0 7109 8248 0 0 0 0 11734 68600 8182380 5260121 3057435 2922259 0 793382 935666 0 101008 91701 1 0 7387057 7611321 276667 227553 5924746 5767587 163418 189635 6364831 6184775 X 1022226 1426546 1022226 1426546 7387057 7611321 X 404316 4 X false true X true false X 20632 11201 10999 10401 865 54098 1590090 1648962 1642407 1761625 1873795 8516879 0 0 0 1610722 1660163 1653406 1772026 1874660 8570977 0 109579 112969 110411 204651 135036 672646 109579 112969 110411 204651 135036 672646 7898331 20968 30538 83405 -133201 66184 67894 0 20968 30538 83405 -133201 66184 67894 0 18420 12614 17288 17023 10557 75902 1650110 1703315 1754099 1655848 1951401 8714773 0.90630 0.91140 0.00780 0.00220 X 470000 470000 7069752 4940999 2128753 136480 70786 65694 506148 248336 257812 2922259 935666 DUE TO AFFILIATES 100455 SUBORDINATED NOTE PAYABLE 89180 189635 X 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 false false false false false false false false DAN LINDH BOARD CHAIR/CEO 813148 23691 14750 10868 862457 DUANE LARSON VP AFFILIATE BD 308632 21285 14750 7124 351791 JONATHAN FLETCHER VP DEVELOPMENT 351146 7005 12702 12486 383339 MARK MEYER SEC/TREAS/CFO 425562 23653 14750 14913 478878 MARK PEDERSON SVP OPERATIONS 188833 764 8019 14913 212529 TERESA LARSON SVP HUMAN RESOURCES 145510 8036 7695 2316 163557 A CITY OF BLOOMINGTON MN 416004990 09478LAA5 2008-07-30 7240000 REFINANCE 1998 DEBT false false true A 1472413 7240000 61117 144800 7095200 true false true true A false false false false true A false false true false false false false true A true 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 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 XI, Line 9 Rounding = $4 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 true false true true false false false