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Nonprofit · EIN 41-1465334

PRESBYTERIAN HOMES FOUNDATION

Tax-exempt · ROSEVILLE, MN 55113

Financials

$9.1M$7.4M2022$18.8M$10.1M2023$20.3M$11.4M2024
Revenue Expenses · by fiscal year end
Financials of PRESBYTERIAN HOMES FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990$20,258,422$11,424,589$8,833,833$112,497,414$20,239,310$92,258,104
September 30, 2024990$18,839,205$10,084,913$8,754,292$102,580,351$19,156,080$83,424,271
September 30, 2023990$9,097,701$7,353,429$1,744,272$81,539,619$16,441,686$65,097,933
Financial details: 990 for the year ended September 30, 2025

Revenue

Contributions, gifts and grants
$12,089,600
Program service revenue
$0
Investment income
$8,168,278
Other revenue
$544

Expenses

Grants and similar amounts paid
$9,735,700
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$8,845
Program services (functional)
$9,735,700
Management and general (functional)
$1,688,889

Balance sheet and other

Total assets, start of year
$102,580,351
Total assets, end of year
$112,497,414
Total liabilities, end of year
$20,239,310
Net assets, end of year
$92,258,104
Publicly traded securities
$101,445,252
Net assets without donor restrictions
-$7,230,994
Net assets with donor restrictions
$99,489,098
Gross receipts
$20,258,422
Employees
0
Volunteers
0
Year formed
1982
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.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
DANIEL LINDHCEO & BOARD CHAIR (THRU 2/2025)
Trustee or director, Officer
1$0$994,222$29,111
MARK MEYER CFOSECRETARY/TREASURER (THRU 12/2024)
Trustee or director, Officer
1$0$499,375$29,211
JONATHAN FLETCHERCEO & BOARD CHAIR
Trustee or director, Officer
1$0$396,038$31,984
REBECCA RAUENVP OF HUMAN RESOURCES
Key employee
1$0$335,241$4,860
HEIDI PETERSONVP OF FINANCE & SECRETARY/TREASURER
Trustee or director, Officer
1$0$297,848$30,045
MARK PEDERSONSVP OF OPERATIONS & VICE CHAIR
Trustee or director, Officer
1$0$299,277$25,661
990 for the year ended September 30, 2024: 4 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
DANIEL LINDHCEO & BOARD CHAIR
Trustee or director, Officer
1$0$1,063,597$26,250
MARK MEYERCFO & SECRETARY/TREASURER
Trustee or director, Officer
1$0$479,100$21,645
JONATHAN FLETCHERVP OF DEVELOPMENT
Key employee
1$0$380,084$28,580
MARK PEDERSONSVP OPERATIONS & VICE CHAI
Trustee or director, Officer
1$0$273,581$21,854
990 for the year ended September 30, 2023: 6 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
DANIEL LINDHCEO & BOARD CHAIR
Trustee or director, Officer
1$0$836,839$25,618
MARK MEYERCFO & SECRETARY/TREASURER
Trustee or director, Officer
1$0$449,215$29,663
JONATHAN FLETCHERVP OF DEVELOPMENT
Key employee
1$0$358,151$25,188
DUANE LARSONSVP OPERATIONS & VICE CHAIR THRU 12/2022
Trustee or director, Officer
1$0$329,917$21,874
MARK PEDERSONSVP OPERATIONS & VICE CHAIR
Trustee or director, Officer
1$0$189,597$22,932
TERESA LARSONSVP HUMAN RESOURCES
Key employee
1$0$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 HAMLINE AVENUE NORTH, ROSEVILLE, MN 55113
Signed the 990
HEIDI PETERSON, CFO
Phone
(651) 631-6162
Return prepared by
CLIFTONLARSONALLEN LLP

Mission

THE MISSION OF PRESBYTERIAN HOMES FOUNDATION IS TO HONOR GOD BY ENRICHING THE LIVES AND TOUCHING THE HEARTS OF OLDER ADULTS.

990 for the year ended September 30, 2025

Program accomplishments

  • THE FOUNDATION IS FORMED TO AID, SUPPORT, AND PROMOTE THE 501(C)(3) PURPOSES OF THE PRESBYTERIAN HOMES AND ITS AFFILIATES. SPECIFICALLY, THE FOUNDATION PROVIDED $9,735,700 IN AWARDS TO AFFILIATED ORGANIZATIONS DURING THE YEAR ENDED SEPTEMBER 30, 2025. THESE AWARDS ARE USED TO PROVIDE HOUSING AND OTHER CARE SERVICES TO THE ELDERLY IN ACCORDANCE WITH THE EXEMPT PURPOSES OF THE RECIPIENT CHARITABLE AFFILIATES.
    Expenses $9,735,700 · grants $9,735,700

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 yearYear endedDueIRS public records
2025September 30, 2026February 15, 2027Not due yet
2024September 30, 2025February 16, 2026990 on file
2023September 30, 2024February 17, 2025990 on file

IRS record

EIN
41-1465334
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
1988
Accounting year ends
September
Files
Form 990 or 990-EZ
Category (NTEE)
Human services (P120)
Assets (IRS master file)
$112,497,414
Income (IRS master file)
$20,258,422

Filing history

FormYear endedRevenueExpensesAssetsReturn
990September 2025$20,258,422$11,424,589$112,497,414XML
990September 2024$18,839,205$10,084,913$102,580,351XML
990September 2023$9,097,701$7,353,429$81,539,619XML
990September 2022$5,256,330$7,787,500$76,348,913IRS
990September 2021–––IRS
990September 2020–––IRS
990September 2019–––IRS
990September 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 41-1465334).

Questions about PRESBYTERIAN HOMES FOUNDATION

What is the EIN of PRESBYTERIAN HOMES FOUNDATION?
The employer identification number (EIN) of PRESBYTERIAN HOMES FOUNDATION is 41-1465334.
Is PRESBYTERIAN HOMES FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1988.
Are donations to PRESBYTERIAN HOMES FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does PRESBYTERIAN HOMES FOUNDATION 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 FOUNDATION 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 PRESBYTERIAN HOMES FOUNDATION 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 FOUNDATION?
The 990 for the year ended September 30, 2025 names JONATHAN FLETCHER.
Who are the officers and directors of PRESBYTERIAN HOMES FOUNDATION?
The 990 for the year ended September 30, 2025 lists 6 people; 0 received compensation from the organization.
How much revenue does PRESBYTERIAN HOMES FOUNDATION have?
On its 990 for the year ended September 30, 2025 it reported revenue of $20,258,422, expenses of $11,424,589 and total assets of $112,497,414 at year end.

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