Nonprofit · EIN 41-1883153
PHM NEW RICHMOND SENIOR HOUSING INC
Tax-exempt · ROSEVILLE, MN 55113
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $10,835,809 | $11,236,284 | -$400,475 | $20,830,821 | $29,036,662 | -$8,205,841 |
| September 30, 2024 | 990 | $10,612,812 | $10,675,391 | -$62,579 | $21,170,588 | $28,975,954 | -$7,805,366 |
| September 30, 2023 | 990 | $9,848,549 | $10,136,049 | -$287,500 | $20,449,482 | $28,192,269 | -$7,742,787 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $27,809
- Program service revenue
- $10,513,182
- Investment income
- $101,604
- Net rental income
- $12,334
- Net gain from sales of assets
- $2,500
- Net income from sales of inventory
- -$1,492
- Other revenue
- $193,214
Expenses
- Grants and similar amounts paid
- $7,805
- Compensation of officers, directors and key employees
- $0
- Other salaries and wages
- $5,710,135
- Salaries, compensation and benefits (total)
- $6,995,060
- Professional fundraising fees
- $0
- Legal fees
- $2,500
- Accounting fees
- $8,785
- Occupancy
- $304,387
- Travel
- $31,165
- Depreciation
- $999,272
- Program services (functional)
- $9,877,824
- Management and general (functional)
- $1,358,460
Balance sheet and other
- Total assets, start of year
- $21,170,588
- Total assets, end of year
- $20,830,821
- Total liabilities, end of year
- $29,036,662
- Net assets, end of year
- -$8,205,841
- Land, buildings and equipment
- $15,068,330
- Net assets without donor restrictions
- -$8,205,841
- Gross receipts
- $10,843,263
- Employees
- 0
- Volunteers
- 128
- Year formed
- 1997
- 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 | BRD VICE CHAIR Trustee or director | 1 | $0 | $299,277 | $25,661 |
| JENNIFER ANDERSON | CAMPUS ADMIN | 40 | $132,091 | $0 | $26,748 |
| HOLLY BIEDERMAN | RN | 40 | $140,617 | $0 | $5,624 |
| KATIE MCCOY | CLINICAL ADMIN | 40 | $111,952 | $0 | $3,008 |
| JENNIFER DEMARS | CLINICAL ADMIN | 40 | $105,463 | $0 | $4,216 |
990 for the year ended September 30, 2024: 7 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 | BRD VICE CHAIR Trustee or director | 1 | $0 | $273,581 | $21,854 |
| JENNIFER ANDERSON | CAMPUS ADMIN | 40 | $123,613 | $0 | $24,796 |
| HOLLY BIEDERMAN | RN | 40 | $115,459 | $0 | $4,618 |
| ANA FOX | RA | 40 | $101,300 | $0 | $3,039 |
990 for the year ended September 30, 2023: 7 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 | BRD VICE CHAIR Trustee or director | 1 | $0 | $329,917 | $21,874 |
| MARK PEDERSON | BRD VICE CHAIR Trustee or director | 1 | $0 | $189,597 | $22,932 |
| TERESA LARSON | SVP EMPLOYEE EXPERIENCE | 1 | $0 | $153,546 | $10,011 |
| JENNIFER ANDERSON | CAMPUS ADMIN | 40 | $123,558 | $0 | $21,421 |
Address and contacts
- Address (IRS master file)
- 2845 HAMLINE AVE N, ROSEVILLE, MN 55113-1888
- In care of
- % MARK MEYER I
- 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/NEW RICHMOND SENIOR HOUSING, INC. IS LOCATED IN NEW RICHMOND, WISCONSIN. IT OPERATES A 46 BED LICENSED NURSING HOME, 33 ASSISTED LIVING UNITS AND 50 INDEPENDENT SENIOR APARTMENTS.Expenses $9,877,824 · grants $7,805 · revenue $10,513,182
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
- 41-1883153
- 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
- 1997
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Housing and shelter (L20)
- Assets (IRS master file)
- $20,830,821
- Income (IRS master file)
- $10,843,263
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $10,835,809 | $11,236,284 | $20,830,821 | XML |
| 990 | September 2024 | $10,612,812 | $10,675,391 | $21,170,588 | XML |
| 990 | September 2023 | $9,848,549 | $10,136,049 | $20,449,482 | XML |
| 990 | September 2022 | $8,629,621 | $9,698,970 | $18,038,985 | 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 41-1883153).
Questions about PHM NEW RICHMOND SENIOR HOUSING INC
- What is the EIN of PHM NEW RICHMOND SENIOR HOUSING INC?
- The employer identification number (EIN) of PHM NEW RICHMOND SENIOR HOUSING INC is 41-1883153.
- Is PHM NEW RICHMOND SENIOR HOUSING INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to PHM NEW RICHMOND SENIOR HOUSING INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does PHM NEW RICHMOND SENIOR HOUSING 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 NEW RICHMOND SENIOR HOUSING 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 NEW RICHMOND SENIOR HOUSING 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 NEW RICHMOND SENIOR HOUSING INC?
- The 990 for the year ended September 30, 2025 names JONATHAN FLETCHER.
- Who are the officers and directors of PHM NEW RICHMOND SENIOR HOUSING INC?
- The 990 for the year ended September 30, 2025 lists 10 people; 4 received compensation from the organization.
- How much revenue does PHM NEW RICHMOND SENIOR HOUSING INC have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $10,835,809, expenses of $11,236,284 and total assets of $20,830,821 at year end.
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