Nonprofit · EIN 41-1463801
PRESBYTERIAN HOMES HOUSING AND ASSISTED LIVING INC
Tax-exempt · ROSEVILLE, MN 55113
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $107,493,250 | $92,047,706 | $15,445,544 | $525,808,397 | $429,270,251 | $96,538,146 |
| September 30, 2024 | 990 | $95,587,991 | $87,700,058 | $7,887,933 | $499,735,385 | $418,642,783 | $81,092,602 |
| September 30, 2023 | 990 | $90,883,712 | $90,547,966 | $335,746 | $474,295,790 | $401,091,121 | $73,204,669 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $1,473,324
- of which government grants
- $163,448
- Program service revenue
- $87,319,116
- Investment income
- $16,269,739
- Net rental income
- $259,138
- Net gain from sales of assets
- $5,939,523
- Net income from sales of inventory
- $7,507
- Other revenue
- $2,431,071
Expenses
- Grants and similar amounts paid
- $7,682,415
- Compensation of officers, directors and key employees
- $4,025,541
- Other salaries and wages
- $39,365,491
- Salaries, compensation and benefits (total)
- $54,236,456
- Professional fundraising fees
- $0
- Legal fees
- $278,966
- Accounting fees
- $149,889
- Occupancy
- $5,331,956
- Travel
- $640,365
- Depreciation
- $6,490,572
- Program services (functional)
- $79,710,103
- Management and general (functional)
- $10,654,264
- Fundraising (functional)
- $1,683,339
Balance sheet and other
- Total assets, start of year
- $499,735,385
- Total assets, end of year
- $525,808,397
- Total liabilities, end of year
- $429,270,251
- Net assets, end of year
- $96,538,146
- Land, buildings and equipment
- $129,851,092
- Net assets without donor restrictions
- $94,538,146
- Net assets with donor restrictions
- $2,000,000
- Gross unrelated business income
- $2,861,932
- Gross receipts
- $109,639,131
- Employees
- 10,760
- Volunteers
- 649
- Year formed
- 1984
- 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 | Other / benefits |
|---|---|---|---|---|
| DANIEL LINDH | PRESIDENT & CEO (THRU 02/25) Trustee or director, Officer | 39 | $994,222 | $29,111 |
| MARK MEYER | CFO Trustee or director, Officer | 39 | $499,375 | $29,211 |
| JONATHAN FLETCHER | PRESIDENT & CEO Trustee or director, Officer | 39 | $396,038 | $31,984 |
| MICHAEL BINGHAM | SENIOR VP, OPTAGE OPERATIONS Highest-paid employee | 39 | $367,597 | $24,031 |
| REBECCA RAUEN | VP, HUMAN RESOURCES Key employee | 39 | $335,241 | $4,860 |
| HEIDI PETERSON | VP OF FINANCE/TREASURER/SECRETARY Trustee or director, Officer | 39 | $297,848 | $30,045 |
| MARK PEDERSON | SVP OF OPERATIONS Trustee or director, Officer | 39 | $299,277 | $25,661 |
| JANNA SEVERANCE | LEGAL COUNSEL Highest-paid employee | 39 | $307,817 | $13,851 |
| MARTHA HURR ERTL | VP OF TRANSFORMATION SYSTEM Highest-paid employee | 39 | $301,468 | $15,039 |
| KORY NADEAU | VP, IT Highest-paid employee | 39 | $268,682 | $26,235 |
| AMY JO JOHNSON | VP, SALES & MARKETING Highest-paid employee | 39 | $254,862 | $17,368 |
990 for the year ended September 30, 2024: 9 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DANIEL LINDH | PRESIDENT & CEO Trustee or director, Officer | 39 | $1,063,597 | $26,250 |
| MARK MEYER | CFO Trustee or director, Officer | 39 | $479,100 | $21,646 |
| JONATHAN FLETCHER | VP DEVELOPMENT Key employee | 39 | $380,084 | $28,580 |
| MICHAEL BINGHAM | SENIOR VP, OPTAGE OPERATIONS Highest-paid employee | 39 | $366,430 | $21,905 |
| RANDY KIRSCH | VP IT Highest-paid employee | 39 | $277,748 | $38,500 |
| HEIDI PETERSON | CONTROLLER & VP OF FINANCE Highest-paid employee | 39 | $283,676 | $27,163 |
| JANNA SEVERANCE | LEGAL COUNSEL Highest-paid employee | 39 | $293,670 | $13,573 |
| MARTHA HURR ERTL | VP OF TRANSFORMATION SYSTEMS Highest-paid employee | 39 | $289,981 | $14,466 |
| MARK PEDERSON | SENIOR VP OF SITE OPERATIONS Trustee or director, Officer | 39 | $273,581 | $21,854 |
990 for the year ended September 30, 2023: 11 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DANIEL LINDH | CEO Trustee or director, Officer | 39 | $836,839 | $25,618 |
| MARK MEYER | CFO Trustee or director, Officer | 39 | $449,215 | $29,663 |
| JONATHAN FLETCHER | VP DEVELOPMENT Key employee | 39 | $358,151 | $25,188 |
| MICHAEL BINGHAM | VP OPTAGE Highest-paid employee | 39 | $346,905 | $21,459 |
| DUANE LARSON THRU 12312022 | VP SITE OPERATIONS Trustee or director, Officer | 39 | $329,917 | $21,874 |
| JANNA SEVERANCE | LEGAL COUNSEL Highest-paid employee | 39 | $301,867 | $12,473 |
| HEIDI PETERSON | CONTROLLER Highest-paid employee | 39 | $286,153 | $27,089 |
| MARTHA HURR ERTL | VP OF TRANSFORMATION SYSTEM Highest-paid employee | 39 | $281,470 | $14,042 |
| RANDY KIRSCH | VP IT Highest-paid employee | 39 | $270,877 | $20,215 |
| MARK PEDERSON | VP SITE OPERATIONS (AS OF 1.1.23) Trustee or director, Officer | 39 | $189,597 | $22,932 |
| TERESA LARSON | VP HUMAN RESOURCES Key employee | 39 | $153,546 | $10,011 |
Address and contacts
- Address (IRS master file)
- 2845 HAMLINE AVE N, ROSEVILLE, MN 55113-1888
- Principal officer (990 for 2024)
- JONATHAN FLETCHER, 2845 NORTH HAMLINE AVE, ROSEVILLE, MN 55113
- Signed the 990
- HEIDI PETERSON, CFO
- Phone
- (651) 631-6162
- Website
- WWW.PRESHOMES.ORG
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
THE MISSION OF PRESBYTERIAN HOMES HOUSING & ASSISTED LIVING, INC. IS TO HONOR GOD BY ENRICHING THE LIVES AND TOUCHING THE HEARTS OF OLDER ADULTS.
Program accomplishments
- PRESBYTERIAN HOMES HOUSING & ASSISTED LIVING, INC. OPERATES SEVERAL SENIOR HOUSING FACILITIES IN MINNESOTA AND IOWA. CAMPUS IN SPRING PARK, MN CONSISTS OF 60 BED SKILLED NURSING FACILITY, 52 TRADITIONAL ASSISTED LIVING APARTMENTS, 18 MEMORY CARE SPECIFIC ASSISTED LIVING APARTMENTS, 166 INDEPENDENT SENIOR LIVING APARTMENTS, AND 125 MULTIFAMILY EMPLOYEE HOUSING APARTMENTS. CAMPUS IN LITTLE CANADA, MN CONSISTING OF 93 INDEPENDENT SENIOR LIVING APARTMENTS. A CAMPUS IN PLYMOUTH, MN CONSISTS OF 24 MEMORY CARE SPECIFIC ASSISTED LIVING APARTMENTS, 28 TRADITIONAL ASSISTED LIVING APARTMENTS, AND 68 INDEPENDENT SENIOR LIVING APARTMENTS. A CAMPUS IN BURNSVILLE, MN WITH 40 BED ASSISTED LIVING FACILITY AND 20 MEMORY CARE SPECIFIC ASSISTED LIVING APARTMENTS. A CAMPUS IN ST. PAUL, MN CONSISTING OF 16 MEMORY CARE SPECIFIC ASSISTED LIVING APARTMENTS, 61 TRADITIONAL ASSISTED LIVING APARTMENTS, AND 73 INDEPENDENT SENIOR LIVING APARTMENTS. A CAMPUS IN SHOREWOOD, MN CONSISTING OF 25 MEMORY CARE SPECIFIC ASSISTED LIVING APARTMENTS, 26 TRADITIONAL ASSISTED LIVING APARTMENTS, AND 54 INDEPENDENT SENIOR LIVING APARTMENTS. LASTLY, A CAMPUS IN WHITE BEAR LAKE, MN CONSISTING OF 30 MEMORY CARE SPECIFIC APARTMENTS AND 82 MIXED TRADITIONAL ASSISTED LIVING AND INDEPENDENT SENIOR LIVING APARTMENTS. DURING THE YEAR ENDED SEPTEMBER 30, 2025. PHHAL SOLD ONE OF THEIR CAMPUSES IN ST. PAUL, MN CONSISTING OF 193 INDEPENDENT SENIOR LIVING APARTMENTS.IN ADDITION TO OPERATING SENIOR HOUSING FACILITIES, PHHAL ALSO PROVIDES ADMINISTRATIVE SUPPORT FOR THE AFFILIATED ORGANIZATIONS OF PRESBYTERIAN HOMES AND SERVICES, AS WELL AS SIMILAR NONPROFIT ORGANIZATIONS. SENIOR HOUSING PARTNERS PROVIDES A COMPREHENSIVE PACKAGE OF STRATEGIC PLANNING, PROJECT DEVELOPMENT, FINANCING, CONSTRUCTION, AND MARKETING FOR THE SENIOR HOUSING INDUSTRY.Expenses $79,710,103 · grants $7,682,415 · revenue $84,494,050
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
- 41-1463801
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1983
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P750)
- Assets (IRS master file)
- $525,808,397
- Income (IRS master file)
- $109,639,131
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $107,493,250 | $92,047,706 | $525,808,397 | XML |
| 990-T | September 2025 | – | – | – | IRS |
| 990 | September 2024 | $95,587,991 | $87,700,058 | $499,735,385 | XML |
| 990-T | September 2024 | – | – | – | IRS |
| 990 | September 2023 | $90,883,712 | $90,547,966 | $474,295,790 | XML |
| 990-T | September 2023 | – | – | – | IRS |
| 990 | September 2022 | $88,342,546 | $94,931,606 | $437,678,132 | IRS |
| 990-T | September 2022 | – | – | – | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990-T | 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 41-1463801).
Questions about PRESBYTERIAN HOMES HOUSING AND ASSISTED LIVING INC
- What is the EIN of PRESBYTERIAN HOMES HOUSING AND ASSISTED LIVING INC?
- The employer identification number (EIN) of PRESBYTERIAN HOMES HOUSING AND ASSISTED LIVING INC is 41-1463801.
- Is PRESBYTERIAN HOMES HOUSING AND ASSISTED LIVING INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1983.
- Are donations to PRESBYTERIAN HOMES HOUSING AND ASSISTED LIVING INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does PRESBYTERIAN HOMES HOUSING AND ASSISTED LIVING 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 PRESBYTERIAN HOMES HOUSING AND ASSISTED LIVING 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 PRESBYTERIAN HOMES HOUSING AND ASSISTED LIVING 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 PRESBYTERIAN HOMES HOUSING AND ASSISTED LIVING INC?
- The 990 for the year ended September 30, 2025 names JONATHAN FLETCHER.
- Who are the officers and directors of PRESBYTERIAN HOMES HOUSING AND ASSISTED LIVING INC?
- The 990 for the year ended September 30, 2025 lists 11 people; 11 received compensation from the organization, the highest $994,222 (DANIEL LINDH, PRESIDENT & CEO (THRU 02/25)).
- How much revenue does PRESBYTERIAN HOMES HOUSING AND ASSISTED LIVING INC have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $107,493,250, expenses of $92,047,706 and total assets of $525,808,397 at year end.
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