Nonprofit · EIN 31-1630828
PHM WOODBURY INC
Tax-exempt · ROSEVILLE, MN 55113
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $9,046,199 | $7,706,351 | $1,339,848 | $28,907,268 | $15,849,647 | $13,057,621 |
| September 30, 2024 | 990 | $8,593,980 | $7,374,793 | $1,219,187 | $28,321,735 | $16,603,962 | $11,717,773 |
| September 30, 2023 | 990 | $8,098,871 | $7,252,770 | $846,101 | $26,356,219 | $15,857,633 | $10,498,586 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $106,752
- of which government grants
- $41,722
- Program service revenue
- $8,770,719
- Investment income
- $42,369
- Net rental income
- $12,133
- Net income from sales of inventory
- $7,682
- Other revenue
- $126,359
Expenses
- Grants and similar amounts paid
- $7,021
- Compensation of officers, directors and key employees
- $0
- Other salaries and wages
- $2,842,806
- Salaries, compensation and benefits (total)
- $3,428,691
- Professional fundraising fees
- $0
- Accounting fees
- $4,896
- Occupancy
- $622,423
- Travel
- $4,143
- Depreciation
- $1,163,806
- Program services (functional)
- $6,451,352
- Management and general (functional)
- $1,254,999
Balance sheet and other
- Total assets, start of year
- $28,321,735
- Total assets, end of year
- $28,907,268
- Total liabilities, end of year
- $15,849,647
- Net assets, end of year
- $13,057,621
- Land, buildings and equipment
- $15,647,339
- Net assets without donor restrictions
- $13,057,621
- Gross receipts
- $9,058,244
- Employees
- 0
- Volunteers
- 91
- Year formed
- 1999
- State of legal domicile
- MN
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DAN LINDH | BOARD CHAIR/CEO Trustee or director, Officer | 1 | $0 | $994,222 | $29,111 |
| MARK MEYER | SEC/TREAS/CFO Trustee or director, Officer | 1 | $0 | $499,375 | $29,211 |
| JONATHAN FLETCHER | BOARD CHAIR/CEO Trustee or director, Officer | 1 | $0 | $396,038 | $31,984 |
| REBECCA RAUEN | VP HUMAN RESOURCES | 1 | $0 | $335,241 | $4,860 |
| HEIDI PETERSON | SEC/TREASURER Trustee or director, Officer | 1 | $0 | $297,848 | $30,045 |
| MARK PEDERSON | SVP OPERATIONS Trustee or director | 1 | $0 | $299,277 | $25,661 |
| RENEE LAKE | CAMPUS ADMIN | 40 | $101,277 | $0 | $7,031 |
990 for the year ended September 30, 2024: 5 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DAN LINDH | BOARD CHAIR/CEO Trustee or director, Officer | 1 | $0 | $1,063,597 | $26,250 |
| MARK MEYER | SEC/TREAS/CFO Trustee or director, Officer | 1 | $0 | $479,100 | $21,646 |
| JONATHAN FLETCHER | VP DEVELOPMENT | 1 | $0 | $380,084 | $28,580 |
| MARK PEDERSON | SVP OPERATIONS Trustee or director | 1 | $0 | $273,581 | $21,854 |
| PAULA HANSON | CAMPUS ADMIN | 40 | $105,212 | $0 | $6,103 |
990 for the year ended September 30, 2023: 6 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DAN LINDH | BOARD CHAIR/CEO Trustee or director, Officer | 1 | $0 | $836,839 | $25,618 |
| MARK MEYER | SEC/TREAS/CFO Trustee or director, Officer | 1 | $0 | $449,215 | $29,663 |
| JONATHAN FLETCHER | VP DEVELOPMENT | 1 | $0 | $358,151 | $25,188 |
| DUANE LARSON | VP AFFILIATE BD Trustee or director | 1 | $0 | $329,917 | $21,874 |
| MARK PEDERSON | SVP OPERATIONS Trustee or director | 1 | $0 | $189,597 | $22,932 |
| TERESA LARSON | SVP HUMAN RESOURCES | 1 | $0 | $153,546 | $10,011 |
Address and contacts
- Address (IRS master file)
- 2845 HAMLINE AVE N, ROSEVILLE, MN 55113-1888
- In care of
- % LEONARD OBRIEN WILFORD SPENCER
- Principal officer (990 for 2024)
- JONATHAN FLETCHER, 2845 HAMLINE AVE N, ROSEVILLE, MN 55113
- Signed the 990
- HEIDI PETERSON, CFO
- Phone
- (651) 631-6162
- Website
- WWW.PRESHOMES.ORG
Mission
THE MISSION OF THE ORGANIZATION IS TO HONOR GOD BY ENRICHING THE LIVES AND TOUCHING THE HEARTS OF OLDER ADULTS.
Program accomplishments
- THE ORGANIZATION OPERATES AN 87 UNIT SENIOR APARTMENT COMPLEX, 59 ASSISTED LIVING UNITS AND 18 MEMORY CARE UNITS IN WOODBURY, MINNESOTA.Expenses $6,451,352 · grants $7,021 · revenue $8,770,719
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 31-1630828
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1999
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Housing and shelter (L22)
- Assets (IRS master file)
- $28,907,268
- Income (IRS master file)
- $9,058,244
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $9,046,199 | $7,706,351 | $28,907,268 | XML |
| 990 | September 2024 | $8,593,980 | $7,374,793 | $28,321,735 | XML |
| 990 | September 2023 | $8,098,871 | $7,252,770 | $26,356,219 | XML |
| 990 | September 2022 | $7,649,142 | $6,908,405 | $24,792,023 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 31-1630828).
Questions about PHM WOODBURY INC
- What is the EIN of PHM WOODBURY INC?
- The employer identification number (EIN) of PHM WOODBURY INC is 31-1630828.
- Is PHM WOODBURY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to PHM WOODBURY INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does PHM WOODBURY INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of PHM WOODBURY INC due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PHM WOODBURY INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of PHM WOODBURY INC?
- The 990 for the year ended September 30, 2025 names JONATHAN FLETCHER.
- Who are the officers and directors of PHM WOODBURY INC?
- The 990 for the year ended September 30, 2025 lists 7 people; 1 received compensation from the organization.
- How much revenue does PHM WOODBURY INC have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $9,046,199, expenses of $7,706,351 and total assets of $28,907,268 at year end.
Other nonprofits in ROSEVILLE
- MERCY-PHS SENIOR HOUSING EIN 84-3118573 · last filed 990 for 2025
- CARONDELET VILLAGE INC EIN 26-4230892 · last filed 990 for 2025
- PHS COTTAGE GROVE INC EIN 30-0227875 · last filed 990 for 2025
- PHS APPLE VALLEY SENIOR HOUSING INC EIN 81-0999634 · last filed 990 for 2025
- PHM INVER GROVE INC EIN 31-1725017 · last filed 990 for 2025
- PHS FOUNDERS RIDGE INC EIN 20-8335025 · last filed 990 for 2025
- WILLIAMSBURG RETIREMENT COMMUNITY INC EIN 75-3033211 · last filed 990 for 2025
- PHM NEW RICHMOND SENIOR HOUSING INC EIN 41-1883153 · last filed 990 for 2025
All nonprofits in ROSEVILLE · Minnesota · Housing and shelter