Phs Oakdale Inc
- Assets
- $7.5m
- Revenue
- $1.8m
- Investments
- $873.2k
- Employees
- 0
- Location
- Roseville, MN
- Founding
- 07/1996
- Data as of
- 09/2021
- EIN
- 41-1832098
Organization Overview
Phs Oakdale Inc is located in Roseville, MN. The organization was established in 1996. According to its NTEE Classification (P75) the organization is classified as: Supportive Housing for Older Adults, under the broad grouping of Human Services and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Phs Oakdale Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 09/2021, Phs Oakdale Inc generated $1.8m in total revenue. This represents relatively stable growth, over the past 6 years the organization has increased revenue by an average of 2.4% each year. All expenses for the organization totaled $1.5m during the year ending 09/2021. While expenses have increased by 0.1% per year over the past 6 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
THE MISSION OF THE ORGANIZATION IS TO HONOR GOD BY ENRICHING THE LIVES AND TOUCHING THE HEARTS OF OLDER ADULTS.
Describe the Organization's Program Activity:
Part 3 - Line 4a
THE ORGANIZATION IS LOCATED IN OAKDALE, MINNESOTA AND CONSISTS OF A 100 INDEPENDENT SENIOR LIVING APARTMENTS.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Mark Meyer Sec/treas/cfo | OfficerTrustee | 1 | $0 |
Dan Lindh Board Chair/ceo | OfficerTrustee | 1 | $0 |
Duane Larson SVP Operations | Trustee | 1 | $0 |
Jonathan Fletcher VP Development | 1 | $0 | |
Teresa Larson SVP Human Resources | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $10,999 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $0 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $10,999 |
| Total Program Service Revenue | $1,642,407 |
| Investment income | $83,405 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $1,754,099 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $138,338 |
| Pension plan accruals and contributions | $2,321 |
| Other employee benefits | $12,561 |
| Payroll taxes | $10,044 |
| Fees for services: Management | $84,699 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $4,500 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $31,589 |
| Advertising and promotion | $15,459 |
| Office expenses | $31,196 |
| Information technology | $23,073 |
| Royalties | $0 |
| Occupancy | $291,105 |
| Travel | $424 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $356,569 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $308,929 |
| Insurance | $43,752 |
| All other expenses | $0 |
| Total functional expenses | $1,477,112 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $3,294,922 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $1,314 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $11,361 |
| Net Land, buildings, and equipment | $3,198,001 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $873,190 |
| Investments—program-related | $0 |
| Intangible assets | $110,562 |
| Other assets | $0 |
| Total assets | $7,489,350 |
| Accounts payable and accrued expenses | $333,318 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $6,083,431 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $163,890 |
| Total liabilities | $6,580,639 |
| Net assets without donor restrictions | $908,711 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $7,489,350 |
Grants Recieved
Over the last fiscal year, we have identified 1 grants that Phs Oakdale Inc has recieved totaling $10,999.
| Awarding Organization | Amount |
|---|---|
Presbyterian Homes Foundation Roseville, MN PURPOSE: FURTHER EXEMPT PURPOSE | $10,999 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Dow Rummel Village Sioux Falls, SD | $76,421,386 | $18,523,416 |
Martin Health Center Inc Cedar Falls, IA | $21,811,733 | $19,618,814 |
Wayzata Bay Senior Housing Inc Roseville, MN | $167,500,836 | $19,706,381 |
Evergreen Retirement Community Inc Oshkosh, WI | $46,606,171 | $19,424,837 |
Samaritan Bethany Inc Rochester, MN | $35,223,208 | $19,680,043 |
Meth-Wick Community Cedar Rapids, IA | $36,346,966 | $18,595,855 |
National Regency Of New Berlin Inc Waukesha, WI | $86,663,062 | $22,744,925 |
Jones-Harrison Residence Corporation Minneapolis, MN | $13,762,725 | $18,553,018 |
Clement Manor Inc Greenfield, WI | $19,024,939 | $15,982,774 |
Attic Angel Place Inc Middleton, WI | $40,139,262 | $17,042,390 |
Northern Arizona Senior Living Community Llc Chaska, MN | $21,150,074 | $15,348,734 |
Cottage Grove Place Cedar Rapids, IA | $58,584,060 | $13,524,184 |