Nonprofit · EIN 75-3033211
WILLIAMSBURG RETIREMENT COMMUNITY INC
Tax-exempt · ROSEVILLE, MN 55113
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $12,052,745 | $11,373,595 | $679,150 | $32,552,977 | $6,111,658 | $26,441,319 |
| September 30, 2024 | 990 | $12,080,266 | $11,256,637 | $823,629 | $32,359,256 | $6,597,087 | $25,762,169 |
| September 30, 2023 | 990 | $10,544,696 | $10,509,381 | $35,315 | $31,940,649 | $7,002,109 | $24,938,540 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $523,620
- Program service revenue
- $10,475,773
- Investment income
- $862,061
- Net rental income
- $7,987
- Net income from sales of inventory
- $1,712
- Other revenue
- $191,291
Expenses
- Grants and similar amounts paid
- $4,508
- Compensation of officers, directors and key employees
- $0
- Other salaries and wages
- $5,645,148
- Salaries, compensation and benefits (total)
- $6,839,577
- Professional fundraising fees
- $0
- Legal fees
- $164
- Accounting fees
- $8,785
- Occupancy
- $600,098
- Travel
- $13,102
- Depreciation
- $1,348,646
- Program services (functional)
- $9,797,287
- Management and general (functional)
- $1,576,308
Balance sheet and other
- Total assets, start of year
- $32,359,256
- Total assets, end of year
- $32,552,977
- Total liabilities, end of year
- $6,111,658
- Net assets, end of year
- $26,441,319
- Land, buildings and equipment
- $20,105,686
- Net assets without donor restrictions
- $18,949,972
- Net assets with donor restrictions
- $7,491,347
- Gross receipts
- $12,053,852
- Employees
- 0
- Volunteers
- 138
- 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 TREAS/CEO Trustee or director, Officer | 1 | $0 | $994,222 | $29,111 |
| MARK MEYER | CFO Trustee or director, Officer | 1 | $0 | $499,375 | $29,211 |
| JONATHAN FLETCHER | CEO Officer | 1 | $0 | $396,038 | $31,984 |
| REBECCA RAUEN | VP HUMAN RESOURCES | 1 | $0 | $335,241 | $4,860 |
| MARK PEDERSON | VP OPERATIONS | 1 | $0 | $299,277 | $25,661 |
| JERRY HUDSON | BOARD MEMBER Officer | 1 | $0 | $202,461 | $22,433 |
| DUANE LARSON | BOARD PRESIDENT Trustee or director, Officer | 1 | $0 | $210,441 | $10,481 |
| TERESA DONALDSON | TMA | 40 | $162,909 | $0 | $0 |
| VICTORIA R HADLEY | CAMPUS ADMIN | 40 | $107,462 | $0 | $17,961 |
| HOPE E COVINGTON | CLINICAL ADMIN | 40 | $111,270 | $0 | $5,563 |
| ALYSHA D STATE | CLINICAL COORD | 40 | $110,196 | $0 | $4,407 |
| CURT BLYTHE | BOARD CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MARY BLYTHE | BD VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MARCIA KINZENBAW | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| SUSAN MCCURRY | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
4 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MIKE MOORE | BOARD MEMBER Trustee or director | 1 | $0 |
| RON HOLDEN | BOARD MEMBER Trustee or director | 1 | $0 |
| ARLENE HOLDEN | BOARD MEMBER Trustee or director | 1 | $0 |
| KAROL HOLDEN | BOARD MEMBER Trustee or director | 1 | $0 |
990 for the year ended September 30, 2024: 15 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DAN LINDH | BOARD PRESIDENT Trustee or director, Officer | 1 | $0 | $1,063,597 | $26,250 |
| MARK MEYER | BOARD TREAURER Trustee or director, Officer | 1 | $0 | $479,100 | $21,646 |
| JONATHAN FLETCHER | VP DEVELOPMENT | 1 | $0 | $380,084 | $28,580 |
| MARK PEDERSON | VP OPERATIONS | 1 | $0 | $273,581 | $21,854 |
| MARK HUDSON | BOARD MEMBER Trustee or director | 1 | $0 | $204,066 | $16,927 |
| TERESA DONALDSON | TMA | 40 | $156,729 | $0 | $0 |
| BRIAN PHILLIPS | CAMPUS ADMIN | 40 | $102,444 | $0 | $17,178 |
| CURT BLYTHE | BOARD CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MIKE MOORE | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MARCIA KINZENBAW | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| RON HOLDEN | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| ARLENE HOLDEN | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MARY BLYTHE | BOARD VICECHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| SUSAN MCCURRY | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| KAROL HOLDEN | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended September 30, 2023: 18 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DAN LINDH | BOARD PRESIDENT Trustee or director, Officer | 1 | $0 | $836,839 | $25,618 |
| MARK MEYER | BOARD TREAURER Trustee or director, 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 HUDSON | BOARD MEMBER Trustee or director | 1 | $0 | $194,617 | $21,235 |
| MARK PEDERSON | VP OPERATIONS | 1 | $0 | $189,597 | $22,932 |
| TERESA LARSON | SVP EMPLOYEE EXPERIENCE | 1 | $0 | $153,546 | $10,011 |
| BRIAN PHILLIPS | CAMPUS ADMIN | 40 | $122,413 | $0 | $22,705 |
| TERESA DONALDSON | TMA | 40 | $125,584 | $0 | $0 |
| CHUCK ORR | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| CURT BLYTHE | BOARD CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MIKE MOORE | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MARCIA KINZENBAW | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| RON HOLDEN | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| ARLENE HOLDEN | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MARY BLYTHE | BOARD VICECHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| SUSAN MCCURRY | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| KAROL HOLDEN | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2845 HAMLINE AVE N, ROSEVILLE, MN 55113-1888
- In care of
- % DANIEL A LINDH
- 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
- Williamsburg Retirement Community is located in Williamsburg, Iowa. The campus consists of a 59 bed nursing home, a 47 unit assisted living facility, 54 unit independent senior living apartments and 11 senior townhomes.Expenses $9,797,287 · grants $4,508 · revenue $10,475,773
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
- 75-3033211
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 2002
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Housing and shelter (L22)
- Assets (IRS master file)
- $32,552,977
- Income (IRS master file)
- $12,053,852
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $12,052,745 | $11,373,595 | $32,552,977 | XML |
| 990 | September 2024 | $12,080,266 | $11,256,637 | $32,359,256 | XML |
| 990 | September 2023 | $10,544,696 | $10,509,381 | $31,940,649 | XML |
| 990 | September 2022 | $9,203,879 | $9,847,971 | $32,250,573 | 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 75-3033211).
Questions about WILLIAMSBURG RETIREMENT COMMUNITY INC
- What is the EIN of WILLIAMSBURG RETIREMENT COMMUNITY INC?
- The employer identification number (EIN) of WILLIAMSBURG RETIREMENT COMMUNITY INC is 75-3033211.
- Is WILLIAMSBURG RETIREMENT COMMUNITY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to WILLIAMSBURG RETIREMENT COMMUNITY INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does WILLIAMSBURG RETIREMENT COMMUNITY 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 WILLIAMSBURG RETIREMENT COMMUNITY 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 WILLIAMSBURG RETIREMENT COMMUNITY 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 WILLIAMSBURG RETIREMENT COMMUNITY INC?
- The 990 for the year ended September 30, 2025 names JONATHAN FLETCHER.
- Who are the officers and directors of WILLIAMSBURG RETIREMENT COMMUNITY INC?
- The 990 for the year ended September 30, 2025 lists 19 people; 4 received compensation from the organization.
- How much revenue does WILLIAMSBURG RETIREMENT COMMUNITY INC have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $12,052,745, expenses of $11,373,595 and total assets of $32,552,977 at year end.
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