2025-08-12T09:53:01-07:00 2024-09-30 990 2023-10-01 411832098 PHSOAKDALE INC PHSO 6516316162 2845 N HAMLINE AVE ROSEVILLE MN 55113 MARK MEYER CFO 2025-08-12 true 2023 2025-03-06 01:10:19Z JONATHAN FLETCHER 2177110 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 0 865 15930 1873795 2004728 53661 135997 23080 20455 1951401 2177110 0 0 192969 202625 0 0 1354116 1428230 1547085 1630855 404316 546255 7611321 7990095 6184775 6017294 1426546 1972801 THE MISSION OF THE ORGANIZATION IS TO HONOR GOD BY ENRICHING THE LIVES AND TOUCHING THE HEARTS OF OLDER ADULTS. false false 1298023 1873795 THE ORGANIZATION IS LOCATED IN OAKDALE, MINNESOTA AND CONSISTS OF A 100 INDEPENDENT SENIOR LIVING APARTMENTS. 1298023 true true 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 1063597 26250 MARK MEYER SEC/TREAS/CFO 1.00 39.00 X X 0 479100 21646 JONATHAN FLETCHER VP DEVELOPMENT 1.00 39.00 0 380084 28580 MARK PEDERSON BRD VICE CHAIR 1.00 39.00 X 0 273581 21854 2196362 98330 0 false true false PHS MANAGEMENT LLC 2845 N HAMLINE AVE ROSEVILLE MN 55304 MANAGEMENT FEES 100256 1 15930 15930 RESIDENT SERVICES 623000 2004728 2004728 2004728 135997 135997 0 0 10073 10073 10073 10073 0 0 0 839 839 839 BEAUTY SHOP 446199 -505 -505 CULINARY INCOME 722210 1322 1322 MISCELLANEOUS INCOME 900099 8726 8726 9543 2177110 2004728 156452 0 0 0 0 0 0 160264 85698 74566 6032 3225 2807 24071 12871 11200 12258 6555 5703 100256 100256 0 4752 4752 0 0 0 69232 68658 574 461 461 16747 4484 12263 31392 31392 0 340746 324636 16110 5703 5703 0 0 328820 328820 0 320258 320258 58439 58439 BUILDING - CONTRACTS/MAINT 129229 129229 MISCELLANEOUS 18404 4095 14309 FOOD 3791 3791 0 1630855 1298023 332832 0 0 3584847 3962632 0 8248 5104 0 0 0 0 68600 69051 8130610 5389786 2922259 2740824 0 935666 1129794 0 91701 82690 0 7611321 7990095 227553 245460 5767587 5572282 189635 199552 6184775 6017294 X 1426546 1972801 1426546 1972801 7611321 7990095 546255 X false true X true false X 11201 10999 10401 865 15930 49396 1648962 1642407 1761625 1873795 2004728 8931517 817 817 0 0 1660163 1653406 1772026 1874660 2021475 8981730 0 112969 110411 204651 135036 112004 675071 112969 110411 204651 135036 112004 675071 8306659 30538 83405 -133201 66184 146070 192996 0 30538 83405 -133201 66184 146070 192996 0 12614 17288 17023 10557 8726 66208 1703315 1754099 1655848 1951401 2176271 9240934 0.89890 0.90630 0.02090 0.00780 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 470000 470000 7049737 5107316 1942421 131804 73704 58100 479069 208766 270303 2740824 1129794 DUE TO AFFILIATES 110372 SUBORDINATED NOTE PAYABLE 89180 199552 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 1034206 29391 15000 11250 1089847 JONATHAN FLETCHER VP DEVELOPMENT 379729 355 13293 15287 408664 MARK MEYER SEC/TREAS/CFO 453089 26011 15000 6646 500746 MARK PEDERSON BRD VICE CHAIR 272556 1025 11375 10479 295435 A CITY OF BLOOMINGTON MN 416004990 09478LAA5 2008-07-30 7240000 REFINANCE 1998 DEBT false false true A 1667717 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 PRIOR TO FILING WITH THE IRS, THE ORGANIZATION'S FORM 990 IS MADE AVAILABLE 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. 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