Nonprofit · EIN 81-0999634
PHS APPLE VALLEY 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 | $14,491,622 | $12,168,568 | $2,323,054 | $106,555,849 | $102,634,588 | $3,921,261 |
| September 30, 2024 | 990 | $14,094,978 | $11,829,764 | $2,265,214 | $73,486,373 | $71,888,166 | $1,598,207 |
| September 30, 2023 | 990 | $12,650,475 | $11,131,093 | $1,519,382 | $71,852,510 | $72,519,517 | -$667,007 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $54,911
- Program service revenue
- $13,897,492
- Investment income
- $276,703
- Net rental income
- $62,361
- Net income from sales of inventory
- $2,148
- Other revenue
- $262,516
Expenses
- Grants and similar amounts paid
- $3,081
- Compensation of officers, directors and key employees
- $0
- Other salaries and wages
- $3,142,212
- Salaries, compensation and benefits (total)
- $3,765,107
- Professional fundraising fees
- $0
- Accounting fees
- $7,450
- Occupancy
- $1,236,501
- Travel
- $10,661
- Depreciation
- $2,134,177
- Program services (functional)
- $10,363,280
- Management and general (functional)
- $1,805,288
Balance sheet and other
- Total assets, start of year
- $73,486,373
- Total assets, end of year
- $106,555,849
- Total liabilities, end of year
- $102,634,588
- Net assets, end of year
- $3,921,261
- Land, buildings and equipment
- $55,688,384
- Net assets without donor restrictions
- $3,921,261
- Gross receipts
- $14,491,622
- Employees
- 0
- Volunteers
- 76
- Year formed
- 2016
- 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, Officer | 1 | $0 | $299,277 | $25,661 |
| SANDRA VALENTINE | CAMPUS ADMIN | 40 | $123,358 | $0 | $18,443 |
990 for the year ended September 30, 2024: 5 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, Officer | 1 | $0 | $273,581 | $21,854 |
| SANDRA VALENTINE | CAMPUS ADMIN | 40 | $115,828 | $0 | $18,155 |
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 |
| SANDRA VALENTINE | CAMPUS ADMIN | 40 | $113,570 | $0 | $19,873 |
Address and contacts
- Address (IRS master file)
- 2845 HAMLINE AVE N, ROSEVILLE, MN 55113-1888
- In care of
- % JANNA SEVERANCE
- 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
- THE ORGANIZATION OPERATES A 175 INDEPENDENT LIVING APARTMENTS, 56 ASSISTED LIVING AND 20 ASSISTED MEMORY CARE APARTMENTS LOCATED IN APPLE VALLEY, MINNESOTA.DURING THE YEAR ENDED SEPTEMBER 30, 2025, THE ORGANIZATION BEGAN CONSTRUCTION ON A 75 UNIT INDEPENDENT LIVING EXPANSION OF THE EXISTING CAMPUS IN APPLE VALLEY, MINNESOTA.Expenses $10,363,280 · grants $3,081 · revenue $13,897,492
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
- 81-0999634
- 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
- 2016
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Housing and shelter (L22)
- Assets (IRS master file)
- $106,555,849
- Income (IRS master file)
- $14,491,622
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $14,491,622 | $12,168,568 | $106,555,849 | XML |
| 990 | September 2024 | $14,094,978 | $11,829,764 | $73,486,373 | XML |
| 990 | September 2023 | $12,650,475 | $11,131,093 | $71,852,510 | XML |
| 990 | September 2022 | $9,176,159 | $8,965,685 | $74,662,907 | 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 81-0999634).
Questions about PHS APPLE VALLEY SENIOR HOUSING INC
- What is the EIN of PHS APPLE VALLEY SENIOR HOUSING INC?
- The employer identification number (EIN) of PHS APPLE VALLEY SENIOR HOUSING INC is 81-0999634.
- Is PHS APPLE VALLEY SENIOR HOUSING INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
- Are donations to PHS APPLE VALLEY SENIOR HOUSING INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does PHS APPLE VALLEY 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 PHS APPLE VALLEY 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 PHS APPLE VALLEY 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 PHS APPLE VALLEY SENIOR HOUSING INC?
- The 990 for the year ended September 30, 2025 names JONATHAN FLETCHER.
- Who are the officers and directors of PHS APPLE VALLEY SENIOR HOUSING INC?
- The 990 for the year ended September 30, 2025 lists 7 people; 1 received compensation from the organization.
- How much revenue does PHS APPLE VALLEY SENIOR HOUSING INC have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $14,491,622, expenses of $12,168,568 and total assets of $106,555,849 at year end.
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