PHS APPLE VALLEY SENIOR HOUSING INC

EIN: 810999634 501(c)(3) Housing & Shelter

ROSEVILLE, MN

Total Revenue
$14,094,978
Total Expenses
$11,829,764
Total Assets
$73,486,373
Net Assets
$1,598,207
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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
2016
Legal Domicile
MN
Principal Officer
JONATHAN FLETCHER
Phone
6516316162
Tax Period
2023-10-01 to 2024-09-30

PHS APPLE VALLEY SENIOR HOUSING INC, founded in 2016, is a mid-sized nonprofit in the Housing & Shelter sector that reported $14.1M in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion. The organization ran a surplus of $2.3M, a strong 16% 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: $10,186,442 Revenue: $13,431,833

THE ORGANIZATION OPERATES A 115 INDEPENDENT LIVING APARTMENTS, 58 ASSISTED LIVING AND 20 ASSISTED MEMORY CARE APARTMENTS LOCATED IN APPLE VALLEY, MINNESOTA.DURING THE YEAR THE ORGANIZATION STARTED...

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THE ORGANIZATION OPERATES A 115 INDEPENDENT LIVING APARTMENTS, 58 ASSISTED LIVING AND 20 ASSISTED MEMORY CARE APARTMENTS LOCATED IN APPLE VALLEY, MINNESOTA.DURING THE YEAR THE ORGANIZATION STARTED CONSTRUCTION ON AN ADDITIONAL 60 INDEPENDENT LIVING UNITS THAT ARE SET TO OPEN FALL OF 2023.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $69,176
Program Service Revenue $13,431,833
Investment Income $342,393
Other Revenue $251,576
TOTAL REVENUE $14,094,978

Expense Breakdown

Grants Paid $1,283
Salaries & Benefits $3,509,144
Fundraising Expenses $0
Program Expenses $10,186,442
Other Expenses $8,319,337
TOTAL EXPENSES $11,829,764

Year-over-Year Comparison

2023 2022 Change
Revenue $14,094,978 $12,650,475 +0.1%
Expenses $11,829,764 $11,131,093 +0.1%
Net Income $2,265,214 $1,519,382 +0.5%
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

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Governance

Voting Members
3
Independent Members
N/A
Employees
N/A
Volunteers
14

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
3
$1,886,028
Total Directors
3
$1,886,028
Key Employees
0
$0
Highest Compensated
0
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 BRD VICE CHAIR 1.00
Officer Director
$0 $21,854 $295,435
SANDRA VALENTINE CAMPUS ADMIN 40.00
$115,828 $18,155 $133,983
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 $14,094,978 $11,829,764 $73,486,373 $2,265,214
2023 $12,650,475 $11,131,093 $71,852,510 $1,519,382
2022 $9,176,159 $8,965,685 $74,662,907 $210,474
2021 $8,602,960 $8,405,208 $71,184,418 $197,752
2020 $8,660,396 $8,410,373 $52,202,059 $250,023
2019 $7,376,862 $7,585,251 $52,171,363 $-208,389
2018 $2,793,907 $4,464,257 $54,125,869 $-1,670,350
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