2026-08-08T07:46:22-07:00 2025-09-30 990 2024-10-01 311662044 AVALON SQUARE INC AVAL 6516316162 2845 HAMLINE AVE N ROSEVILLE MN 55113 HEIDI PETERSON CFO 2026-08-08 true 2024 2025-03-06 01:10:19Z JONATHAN FLETCHER 2845 HAMLINE AVE N ROSEVILLE MN 55113 7675467 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. 3 0 0 135 0 86098 101175 7032184 7346240 3853 4814 223742 221826 7345877 7674055 11223 13948 0 3447530 3619594 0 0 3469887 3749533 6928640 7383075 417237 290980 21861843 21261762 17706801 16815740 4155042 4446022 THE MISSION OF AVALON SQUARE, INC. IS TO HONOR GOD BY ENRICHING THE LIVES AND TOUCHING THE HEARTS OF OLDER ADULTS. false false 6072807 13948 7346240 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. 6072807 true true false false false false false false true false true false false false true true true true 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 3 0 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 HAMLINE AVE N ROSEVILLE MN 55113 DAN LINDH PRESIDENT/CEO 1.00 39.00 X X 0 994222 29111 MARK MEYER TREASURER/CFO 1.00 39.00 X 0 499375 29211 JONATHAN FLETCHER BOARD CHAIR 1.00 39.00 X X 0 396038 31984 REBECCA RAUEN VP HUMAN RESOURCES 1.00 39.00 0 335241 4860 HEIDI PETERSON SECRETARY/TREA 1.00 39.00 X X 0 297848 30045 MARK PEDERSON BD VICE CHAIR 1.00 39.00 X X 0 299277 25661 DUANE LARSON BOARD MEMBER 1.00 39.00 X 0 210441 10481 LISA FLECKENSTEIN CAMPUS ADMIN 40.00 0.00 101419 0 17683 REV LISA HECKMAN BOARD MEMBER 1.00 0.00 X 0 0 0 KEVIN SJOSTROM BOARD SECRETARY 1.00 0.00 X X 0 0 0 FRANK HABIB BOARD CHAIR 1.00 0.00 X X 0 0 0 MARTHA BROWN BD VICE CHAIR 1.00 0.00 X X 0 0 0 101419 3032442 179036 1 false true false PHS MANAGEMENT LLC 2845 HAMLINE AVE N ROSEVILLE MN 55113 MANAGEMENT FEE 383658 V&F ROOF CONSULTING & SVC W231N2844 ROUNDY CIRCLE E PEWAUKEE WI 53072 CONSTRUCTION SERVICES 237626 KONE CHICAGO PO BOX 734874 CHICAGO IL 60673 ELEVATOR REPAIRS/MAINT 190272 JM BRENNAN INC PO BOX 4782 CAROL STREAM IL 60197 HVAC SERVICES 128046 4 101175 101175 RENT & CARE INCOME 623000 7346240 7346240 7346240 4814 4814 0 0 116857 1412 115445 115445 115445 0 0 0 68 68 68 CULINARY 722210 60656 60656 MISCELLANEOUS INCOME 900099 37291 37291 OTHER RESIDENT SRVC 623000 6230 6230 2136 2136 106313 7674055 7346240 226640 0 13948 13948 0 0 0 0 2943373 2537930 405443 42833 36933 5900 413500 356541 56959 219888 189599 30289 383658 383658 0 21105 21105 0 0 0 118084 118084 11793 6054 5739 100995 42280 58715 84321 84321 0 495187 384660 110527 6602 6602 0 2460 2460 290247 290247 0 1396855 1396855 138632 138632 FOOD 351851 351851 BUILDING/MAINT SUPPORT/CONTRAC 267578 267578 MISCELLANEOUS 63054 54074 8980 MEDICAL SUPPLIES 17111 17111 0 7383075 6072807 1310268 0 0 747377 902091 0 74671 79483 0 0 0 0 16273 17138 35011813 15614958 20247433 19396855 0 704244 801540 0 71845 64655 0 21861843 21261762 451001 295294 225318 235718 12698421 12152434 4332061 4132294 17706801 16815740 X 4155042 4446022 4155042 4446022 21861843 21261762 290980 X false true X true true true X 245225 87889 128575 86098 101175 648962 5894538 6216129 6539467 7032184 7346240 33028558 98371 98313 95490 110850 69022 472046 0 0 6238134 6402331 6763532 7229132 7516437 34149566 0 129736 153286 243609 349863 327860 1204354 129736 153286 243609 349863 327860 1204354 32945212 838 1017 3154 114703 121671 241383 0 838 1017 3154 114703 121671 241383 0 139887 127668 115524 114351 37359 534789 6378859 6531016 6882210 7458186 7675467 34925738 0.94330 0.94630 0.00690 0.00360 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true X 1579898 1579898 23801183 14234095 9567088 88377 23186 65191 9542355 1357677 8184678 19396855 DUE TO AFFILIATES 4132294 4132294 X 7674055 7674055 7674055 7383075 7383075 7383075 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. true 0 0 SCHOLARSHIPS 6 13949 FMV Additional Supplemental Information SCHEDULE I, PART I, LINE 2: INDIVIDUAL SCHOLARSHIP RECIPIENTS MUST BE EMPLOYED BY PHS FOR AT LEAST THREE MONTHS, WORK AN AVERAGE OF 10 HOURS A WEEK, MAINTAIN AN EXCELLENT WORK RECORD, PROVIDE PROOF OF ACCEPTANCE OR ENROLLMENT IN A DEGREED PROGRAM, RECEIVE THE ENDORSEMENT OF THEIR MANAGER, CAMPUS ADMINISTRATOR, AND BY THEIR HUMAN RESOURCES REPRESENTATIVE. false false false false false false false false false DAN LINDH PRESIDENT/CEO 965721 28501 17000 12111 1023333 DUANE LARSON BOARD MEMBER 186616 23825 10481 220922 HEIDI PETERSON SECRETARY/TREA 297129 719 15480 14565 327893 JONATHAN FLETCHER BOARD CHAIR 391770 4268 15655 16329 428022 MARK MEYER TREASURER/CFO 472943 26432 17000 12211 528586 MARK PEDERSON BD VICE CHAIR 297934 1343 13450 12211 324938 REBECCA RAUEN VP HUMAN RESOURCES 311442 23799 392 4468 340101 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 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 false false true true false false false