Nonprofit · EIN 41-1819439
PHS MONTICELLO INC
Tax-exempt · ROSEVILLE, MN 55113
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $933,033 | $732,905 | $200,128 | $3,775,201 | $2,820,350 | $954,851 |
| September 30, 2024 | 990 | $902,696 | $682,909 | $219,787 | $3,178,921 | $2,424,198 | $754,723 |
| September 30, 2023 | 990 | $846,802 | $654,074 | $192,728 | $2,979,240 | $2,444,304 | $534,936 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $10,497
- Program service revenue
- $881,295
- Investment income
- $7,798
- Other revenue
- $33,443
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Other salaries and wages
- $108,331
- Salaries, compensation and benefits (total)
- $134,646
- Professional fundraising fees
- $0
- Occupancy
- $146,848
- Travel
- $9,198
- Depreciation
- $152,200
- Program services (functional)
- $510,077
- Management and general (functional)
- $222,828
Balance sheet and other
- Total assets, start of year
- $3,178,921
- Total assets, end of year
- $3,775,201
- Total liabilities, end of year
- $2,820,350
- Net assets, end of year
- $954,851
- Land, buildings and equipment
- $1,447,017
- Net assets without donor restrictions
- $954,851
- Gross receipts
- $933,033
- Employees
- 0
- Volunteers
- 42
- Year formed
- 2002
- 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, Officer | 1 | $0 | $299,277 | $25,661 |
990 for the year ended September 30, 2024: 4 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DAN LINDH | BOARD CHAI 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, Officer | 1 | $0 | $273,581 | $21,854 |
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, Officer | 1 | $0 | $329,917 | $21,874 |
| MARK PEDERSON | SVP OPERATIONS Trustee or director, Officer | 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
- % MARK MEYER
- 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
- PHS MONTICELLO, INC. IS LOCATED IN MONTICELLO, MINNESOTA AND CONSISTS OF A 49 UNIT INDEPENDENT SENIOR APARTMENTS.Expenses $510,077 · revenue $881,295
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
- 41-1819439
- 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
- 1995
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Housing and shelter (L21)
- Assets (IRS master file)
- $3,775,201
- Income (IRS master file)
- $933,033
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $933,033 | $732,905 | $3,775,201 | XML |
| 990 | September 2024 | $902,696 | $682,909 | $3,178,921 | XML |
| 990 | September 2023 | $846,802 | $654,074 | $2,979,240 | XML |
| 990 | September 2022 | $763,584 | $635,970 | $2,887,598 | 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 41-1819439).
Questions about PHS MONTICELLO INC
- What is the EIN of PHS MONTICELLO INC?
- The employer identification number (EIN) of PHS MONTICELLO INC is 41-1819439.
- Is PHS MONTICELLO INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
- Are donations to PHS MONTICELLO INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does PHS MONTICELLO 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 PHS MONTICELLO 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 PHS MONTICELLO 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 PHS MONTICELLO INC?
- The 990 for the year ended September 30, 2025 names JONATHAN FLETCHER.
- Who are the officers and directors of PHS MONTICELLO INC?
- The 990 for the year ended September 30, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does PHS MONTICELLO INC have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $933,033, expenses of $732,905 and total assets of $3,775,201 at year end.
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All nonprofits in ROSEVILLE · Minnesota · Housing and shelter