PHSSHOREVIEW INC

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1999

Legal Domicile

Principal Officer

JONATHAN FLETCHER

Phone

6516316162

Tax Period

2023-10-01 to 2024-09-30

PHSSHOREVIEW INC, founded in 1999, is a community nonprofit in the Housing & Shelter sector that reported $2.0M in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion. The organization ran a surplus of $437K, a strong 22% operating margin.

Mission

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

Program Service Accomplishments

Program 1

Expenses: $1,200,662 Revenue: $1,841,351

THE ORGANIZATION IS LOCATED IN SHOREVIEW, MINNESOTA AND CONSISTS OF A 72 UNIT INDEPENDENT SENIOR APARTMENT BUILDING.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $4,500

Program Service Revenue $1,841,351

Investment Income $105,556

Other Revenue $10,538

TOTAL REVENUE $1,961,945

Expense Breakdown

Grants Paid $0

Salaries & Benefits $217,167

Fundraising Expenses $0

Program Expenses $1,200,662

Other Expenses $1,307,549

TOTAL EXPENSES $1,524,716

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,961,945	$1,791,566	+0.1%
Expenses	$1,524,716	$1,467,569	+0.0%
Net Income	$437,229	$323,997	+0.3%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$1,590,593

Total Directors

$1,886,028

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAN LINDH	BOARD CHAIR/CEO	1.00	Officer Director	$0	$26,250	$1,089,847
MARK MEYER	SEC/TREAS/CFO	1.00	Officer Director	$0	$21,646	$500,746
JONATHAN FLETCHER	VP DEVELOPMENT	1.00		$0	$28,580	$408,664
MARK PEDERSON	SVP OPERATIONS	1.00	Director	$0	$21,854	$295,435

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$1,961,945	$1,524,716	$7,849,269	$437,229
2023	$1,791,566	$1,467,569	$7,429,362	$323,997
2022	$1,528,651	$1,441,855	$7,441,165	$86,796
2021	$1,634,379	$1,395,477	$7,368,071	$238,902
2020	$1,568,818	$1,370,917	$7,311,676	$197,901
2019	$1,491,989	$1,348,086	$7,256,037	$143,903
2018	$1,453,653	$1,303,096	$7,251,741	$150,557