2026-08-08T07:47:29-07:00 2025-09-30 990 2024-10-01 753033211 WILLIAMSBURG RETIREMENT COMMUNITY WILL 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 12053852 false X WWW.PRESHOMES.ORG X 2002 MN THE MISSION OF THE ORGANIZATION IS TO HONOR GOD BY ENRICHING THE LIVES AND TOUCHING THE HEARTS OF OLDER ADULTS. 6 4 0 138 0 25543 523620 10053807 10475773 1803798 862061 197118 191291 12080266 12052745 14084 4508 0 6556594 6839577 0 0 4685959 4529510 11256637 11373595 823629 679150 32359256 32552977 6597087 6111658 25762169 26441319 THE MISSION OF THE ORGANIZATION IS TO HONOR GOD BY ENRICHING THE LIVES AND TOUCHING THE HEARTS OF OLDER ADULTS. false false 9797287 4508 10475773 Williamsburg Retirement Community is located in Williamsburg, Iowa. The campus consists of a 59 bed nursing home, a 47 unit assisted living facility, 54 unit independent senior living apartments and 11 senior townhomes. 9797287 true true false false false false false false true true 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 6 4 true true false false false true false true true false false true true true true true true false false false MN X HEIDI PETERSON 6516316162 2845 HAMLINE AVE N ROSEVILLE MN 55113 DAN LINDH BOARD TREAS/CEO 1.00 39.00 X X 0 994222 29111 MARK MEYER CFO 1.00 39.00 X X 0 499375 29211 JONATHAN FLETCHER CEO 1.00 39.00 X 0 396038 31984 REBECCA RAUEN VP HUMAN RESOURCES 1.00 39.00 0 335241 4860 MARK PEDERSON VP OPERATIONS 1.00 39.00 0 299277 25661 JERRY HUDSON BOARD MEMBER 1.00 39.00 X 0 202461 22433 DUANE LARSON BOARD PRESIDENT 1.00 39.00 X X 0 210441 10481 TERESA DONALDSON TMA 40.00 0.00 162909 0 0 VICTORIA R HADLEY CAMPUS ADMIN 40.00 0.00 107462 0 17961 HOPE E COVINGTON CLINICAL ADMIN 40.00 0.00 111270 0 5563 ALYSHA D STATE CLINICAL COORD 40.00 0.00 110196 0 4407 CURT BLYTHE BOARD CHAIR 1.00 39.00 X X 0 0 0 MARY BLYTHE BD VICE CHAIR 1.00 0.00 X X 0 0 0 MARCIA KINZENBAW BOARD MEMBER 1.00 0.00 X 0 0 0 SUSAN MCCURRY BOARD MEMBER 1.00 0.00 X 0 0 0 MIKE MOORE BOARD MEMBER 1.00 0.00 X 0 0 0 RON HOLDEN BOARD MEMBER 1.00 0.00 X 0 0 0 ARLENE HOLDEN BOARD MEMBER 1.00 0.00 X 0 0 0 KAROL HOLDEN BOARD MEMBER 1.00 0.00 X 0 0 0 491837 2937055 181672 4 false true false PHS MANAGEMENT LLC 2845 HAMLINE AVE N ROSEVILLE MN 55113 MANAGEMENT FEE 435861 ONR NATIONAL INC 8500 BLUFFSONTE CR SUITE A201 AUSTIN TX 78759 THERAPY SERVICES 146217 SETPOINT MECHANICAL SVCS LLC 8951 THOMAS AVENUE JOHNSTON IA 50131 HVAC SERVICES 138729 3 523620 523620 RESIDENT SERVICES 623000 10475773 10475773 10475773 862061 862061 0 0 7987 7987 7987 7987 0 0 0 2819 1107 1712 1712 BEAUTY SHOP 446199 37577 37577 MISCELLANEOUS INCOME 900099 89397 89397 OTHER RESIDENT SRVC 623000 30197 30197 24421 24421 181592 12052745 10475773 1053352 0 4508 4508 0 0 0 0 5645148 5279793 365355 59865 55991 3874 720754 674107 46647 413810 387028 26782 435861 435861 164 164 8785 8785 0 0 0 369989 368270 1719 16024 8798 7226 116508 50895 65613 148284 148284 0 600098 480121 119977 13102 13102 0 3135 3135 101305 101305 0 1348646 1348646 189479 189479 FOOD 485228 485228 BLDG MAINT 332509 332509 MISCELLANEOUS 185453 28911 156542 MEDICAL SUPPLIES 174940 174940 0 11373595 9797287 1576308 0 0 3384393 3194350 0 202000 197189 0 0 0 0 16929 18422 39340887 19235201 20338280 20105686 0 8409216 9030768 0 8438 6562 0 32359256 32552977 512132 636343 2848146 2258372 1822612 1770576 1414197 1446367 6597087 6111658 X 18713234 18949972 7048935 7491347 25762169 26441319 32359256 32552977 679150 X false true X true false X X 1 PRESBYTERIAN HOMES HSG & ASSISTED 411463801 9 false 0 0 1 0 true false false false false false false false false false false false false false false true false RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true X 7048935 760477 318065 7491347 5677204 1642979 271248 7048935 5353804 822470 499070 5677204 6604320 -1250516 5353804 5538887 1294859 229426 6604320 0.78000 0.22000 false false false 1114671 1114671 35131437 17740598 17390839 915638 715172 200466 1677085 779431 897654 502056 502056 20105686 9030768 DUE TO AFFILIATES 1446367 1446367 X Part IV, Line 2b: Explanation of escrow account liability RESIDENT NOTES ARE REPORTED AS LONG TERM ASSET AND LIABILITY, RESPECTIVELY ON THE STATEMENTS OF THE FINANCIAL POSITION. THE CONTRACTS WITH THE RESIDENTS LIMIT THE TOTAL AMOUNT OF DEPOSITS THAT THE ORGANIZATION MUST RETURN AT AY ONE TIME. THE MAXIMUM AMOUNTS IS $250,000. IF AT ANY TIME THE NET AMOUNT IT HAS BEEN RETURNED TO FORMER RESIDENTS EXCEEDS THE AMOUNT THAT IT HAS RECEIVED FROM NEW TENANTS BY THE APPLICABLE MAXIMUM AMOUNT, THE ORGAIZATION IS NOT REQUIRED TO REFUND ADDITIONAL DEPOSITS UNTIL NEW DEPOSITS ARE COLLECTED BRINGING THE AMOUNT OWED UNDER MAXIMUM AMOUNT. Part V, Line 4: Intended uses of the endowment fund. THE ORGANIZATION'S ENDOWMENT FUNDS WILL BE USED AS DIRECTED BY THE DONOR'S RESTRICTION. 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 TREAS/CEO 965721 28501 17000 12111 1023333 DUANE LARSON BOARD PRESIDENT 186616 23825 10481 220922 JERRY HUDSON BOARD MEMBER 201160 1301 10322 12111 224894 JONATHAN FLETCHER CEO 391770 4268 15655 16329 428022 MARK MEYER CFO 472943 26432 17000 12211 528586 MARK PEDERSON VP OPERATIONS 297934 1343 13450 12211 324938 REBECCA RAUEN VP HUMAN RESOURCES 311442 23799 392 4468 340101 TERESA DONALDSON TMA 162909 162909 A CITY OF WILLIAMSBURG IOWA 426005374 2014-02-27 8021116 REFINANCE EXISTING DEBT false false false A 5762743 8021116 8021116 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 2 CURT BLYTHE - FAMILY RELATIONSHIPMARY BLYTHE - FAMILY RELATIONSHIPARLENE HOLDEN - FAMILY RELATIONSHIPRON HOLDEN - FAMILY RELATIONSHIPSUSAN MCCURRY - FAMILY RELATIONSHIPKAROL HOLDEN - FAMILY RELATIONSHIP 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 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