Nonprofit · EIN 31-1662044
AVALON SQUARE INC
Tax-exempt · ROSEVILLE, MN 55113
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $7,674,055 | $7,383,075 | $290,980 | $21,261,762 | $16,815,740 | $4,446,022 |
| September 30, 2024 | 990 | $7,345,877 | $6,928,640 | $417,237 | $21,861,843 | $17,706,801 | $4,155,042 |
| September 30, 2023 | 990 | $6,882,211 | $6,490,147 | $392,064 | $20,278,213 | $16,540,408 | $3,737,805 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $101,175
- Program service revenue
- $7,346,240
- Investment income
- $4,814
- Net rental income
- $115,445
- Net income from sales of inventory
- $68
- Other revenue
- $221,826
Expenses
- Grants and similar amounts paid
- $13,948
- Compensation of officers, directors and key employees
- $0
- Other salaries and wages
- $2,943,373
- Salaries, compensation and benefits (total)
- $3,619,594
- Professional fundraising fees
- $0
- Accounting fees
- $21,105
- Occupancy
- $495,187
- Travel
- $6,602
- Depreciation
- $1,396,855
- Program services (functional)
- $6,072,807
- Management and general (functional)
- $1,310,268
Balance sheet and other
- Total assets, start of year
- $21,861,843
- Total assets, end of year
- $21,261,762
- Total liabilities, end of year
- $16,815,740
- Net assets, end of year
- $4,446,022
- Land, buildings and equipment
- $19,396,855
- Net assets without donor restrictions
- $4,446,022
- Gross receipts
- $7,675,467
- Employees
- 0
- Volunteers
- 135
- Year formed
- 2004
- State of legal domicile
- WI
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 | PRESIDENT/CEO Trustee or director, Officer | 1 | $0 | $994,222 | $29,111 |
| MARK MEYER | TREASURER/CFO Officer | 1 | $0 | $499,375 | $29,211 |
| JONATHAN FLETCHER | BOARD CHAIR Trustee or director, Officer | 1 | $0 | $396,038 | $31,984 |
| REBECCA RAUEN | VP HUMAN RESOURCES | 1 | $0 | $335,241 | $4,860 |
| HEIDI PETERSON | SECRETARY/TREA Trustee or director, Officer | 1 | $0 | $297,848 | $30,045 |
| MARK PEDERSON | BD VICE CHAIR Trustee or director, Officer | 1 | $0 | $299,277 | $25,661 |
| DUANE LARSON | BOARD MEMBER Trustee or director | 1 | $0 | $210,441 | $10,481 |
| LISA FLECKENSTEIN | CAMPUS ADMIN | 40 | $101,419 | $0 | $17,683 |
| REV LISA HECKMAN | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| KEVIN SJOSTROM | BOARD SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| FRANK HABIB | BOARD CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MARTHA BROWN | BD VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
990 for the year ended September 30, 2024: 12 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DAN LINDH | CEO Trustee or director, Officer | 1 | $0 | $1,063,597 | $26,250 |
| MARK MEYER | CFO Officer | 1 | $0 | $479,100 | $21,646 |
| JONATHAN FLETCHER | VP DEVELOPMENT | 1 | $0 | $380,084 | $28,580 |
| MARK PEDERSON | VP OPERATIONS (MAY 2023) | 1 | $0 | $273,581 | $21,854 |
| DUANE LARSON | BOARD MEMBER Trustee or director | 1 | $0 | $217,645 | $10,839 |
| REV LISA HECKMAN | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| DEAN MULLER | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| FRANK HABIB | BOARD CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| KEITH PIERCE | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MARTHA BROWN | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| KEVIN SJOSTROM | BOARD SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JEFFREY HEIN | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended September 30, 2023: 16 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DAN LINDH | CEO Trustee or director, Officer | 1 | $0 | $836,839 | $25,618 |
| MARK MEYER | CFO Officer | 1 | $0 | $449,215 | $29,663 |
| JONATHAN FLETCHER | VP DEVELOPMENT | 1 | $0 | $358,151 | $25,188 |
| DUANE LARSON | VP OPERATIONS | 1 | $0 | $329,917 | $21,874 |
| MARK PEDERSON | VP OPERATIONS (MAY 2023) | 1 | $0 | $189,597 | $22,932 |
| TERESA LARSON | SVP EMPLOYEE EXPERIENCE | 1 | $0 | $153,546 | $10,011 |
| SUZY FRASIER | Secretary 12/22 Trustee or director, Officer | 1 | $0 | $0 | $0 |
| RACHEL YATES | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| DEAN MULLER | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| FRANK HABIB | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| KEITH PIERCE | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MARTHA BROWN | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JUDE CARLIN | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| KEVIN SJOSTROM | BOARD CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JAMES GUCKENBERG | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JEFFREY HEIN | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2845 HAMLINE AVE N, ROSEVILLE, MN 55113-1888
- 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 AVALON SQUARE, INC. IS TO HONOR GOD BY ENRICHING THE LIVES AND TOUCHING THE HEARTS OF OLDER ADULTS.
Program accomplishments
- 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.Expenses $6,072,807 · grants $13,948 · revenue $7,346,240
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 15, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 16, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 17, 2025 | 990 on file |
IRS record
- EIN
- 31-1662044
- 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
- 2000
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Housing and shelter (L22)
- Assets (IRS master file)
- $21,261,762
- Income (IRS master file)
- $7,675,467
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $7,674,055 | $7,383,075 | $21,261,762 | XML |
| 990 | September 2024 | $7,345,877 | $6,928,640 | $21,861,843 | XML |
| 990 | September 2023 | $6,882,211 | $6,490,147 | $20,278,213 | XML |
| 990 | September 2022 | $6,531,014 | $6,015,857 | $17,747,585 | 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 31-1662044).
Questions about AVALON SQUARE INC
- What is the EIN of AVALON SQUARE INC?
- The employer identification number (EIN) of AVALON SQUARE INC is 31-1662044.
- Is AVALON SQUARE INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to AVALON SQUARE INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does AVALON SQUARE 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 AVALON SQUARE INC due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did AVALON SQUARE 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 AVALON SQUARE INC?
- The 990 for the year ended September 30, 2025 names JONATHAN FLETCHER.
- Who are the officers and directors of AVALON SQUARE INC?
- The 990 for the year ended September 30, 2025 lists 12 people; 1 received compensation from the organization.
- How much revenue does AVALON SQUARE INC have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $7,674,055, expenses of $7,383,075 and total assets of $21,261,762 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