BVM-PHS SENIOR HOUSING INC

EIN: 831842463 501(c)(3) Health Care

ROSEVILLE, MN

Total Revenue
$18,289,136
Total Expenses
$19,149,291
Total Assets
$91,477,588
Net Assets
$9,680,338
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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
2018
Legal Domicile
IA
Principal Officer
JONATHAN FLETCHER
Phone
6516316162
Tax Period
2023-10-01 to 2024-09-30

BVM-PHS SENIOR HOUSING INC, founded in 2018, is a mid-sized nonprofit in the Health Care sector that reported $18.3M in total revenue in fiscal year 2023. Revenue surged 30% from the prior year, signaling strong growth momentum.

Mission

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

Program Service Accomplishments

Program 1
Expenses: $16,663,836 Revenue: $17,250,329

THE ORGANIZATION IS LOCATED IN DUBUQUE IOWA. PHASE I OF THE PROJECT CONSISTS OF 21 APARTMENTS THAT ARE MEMORY CARE ASSISTED LIVING AND 40 TRADITIONAL ASSISTED LIVING APARTMENTS. THE CAMPUS ALSO HAS...

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THE ORGANIZATION IS LOCATED IN DUBUQUE IOWA. PHASE I OF THE PROJECT CONSISTS OF 21 APARTMENTS THAT ARE MEMORY CARE ASSISTED LIVING AND 40 TRADITIONAL ASSISTED LIVING APARTMENTS. THE CAMPUS ALSO HAS 60 SKILLED NURING FACILITY BEDS. PHASE II OPENED IN FEBRUARY 2023 AND ADDED 116 INDEPENDENT LIVING APARTMENTS.

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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 $644,237
Program Service Revenue $17,250,329
Investment Income $23,684
Other Revenue $370,886
TOTAL REVENUE $18,289,136

Expense Breakdown

Grants Paid $11,235
Salaries & Benefits $8,511,969
Fundraising Expenses $0
Program Expenses $16,663,836
Other Expenses $10,626,087
TOTAL EXPENSES $19,149,291

Year-over-Year Comparison

2023 2022 Change
Revenue $18,289,136 $14,110,050 +0.3%
Expenses $19,149,291 $15,649,252 +0.2%
Net Income $-860,155 $-1,539,202 -0.4%
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
4
Independent Members
4
Employees
N/A
Volunteers
71

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
4
$1,590,593
Total Directors
4
$1,590,593
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DAN LINDH CEO/BD MEMBER 1.00
Officer Director
$0 $26,250 $1,089,847
MARK MEYER CFO/TREASURER 1.00
Officer Director
$0 $21,646 $500,746
JON FLETCHER VP-DEVELOPMENT 1.00
$0 $28,580 $408,664
MARK PEDERSON SVP, SITE OPERATIONS 1.00
$0 $21,854 $295,435
SARAH RENTZ CAMPUS ADMIN 40.00
$106,748 $15,753 $122,501
KATIE HUNTINGTON CLINICAL ADMIN 40.00
$106,317 $11,124 $117,441
LADONNA MANTERNACH BOARD CHAIR 0.00
Officer Director
$0 $0 $0
ALAN STACHE BOARD SECRETARY 0.00
Officer Director
$0 $0 $0
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 $18,289,136 $19,149,291 $91,477,588 $-860,155
2023 $14,110,050 $15,649,252 $91,987,522 $-1,539,202
2022 $9,484,567 $11,821,845 $79,583,210 $-2,337,278
2021 $6,421,242 $7,753,903 $51,715,292 $-1,332,661
2020 $105 $143,076 $30,228,061 $-142,971
2019 $2 $7,551 $8,660,050 $-7,549
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