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Wayzata Bay Senior Housing Inc

  • Roseville, MN
  • Tax-exempt since July 2008
  • EIN: 26-0615372

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Human Services — Multipurpose and Other / Senior Continuing Care Communities (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$22M (2023)

Expenses
$22.8M (2023)

Total Assets
$155M (2023)

Total Liabilities
$139M (2023)

Source: Form 990 tax filings from 2014 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Sept.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$21,972,550
Expenses
$22,838,396
Net Income
-$865,846
Net Assets
$16,698,124
Notable Sources of Revenue Percent of Total Revenue
Contributions $75,794
0.3%
Program Services $21,680,343
98.7%
Investment Income $321,656
1.5%
Bond Proceeds $0
Royalties $0
Rental Property Income -$352,317
Net Fundraising $0
Sales of Assets $1,000
0.0%
Net Inventory Sales $4,141
0.0%
Other Revenue $241,933
1.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $6,852,050
30.0%
Assets/Debt
Total Assets $155,220,264
Total Liabilities $138,522,140
Net Assets $16,698,124
Compensation
Key Employees and Officers Compensation Related Other
Jodi Devick Neal (Campus Administrator) $158,509 $0 $13,533
Daniel Lindh (Ceo) $0 $836,839 $25,618
Mark Meyer (Cfo) $0 $449,215 $29,663
Duane Larson (Svp Operations (Thru 12.31.22)) $0 $329,917 $21,874
Mark Pederson (Svp Operations (As Of 1.1.23)) $0 $189,597 $22,932
Jonathan Fletcher (Vp Development) $0 $358,151 $25,188
Teresa Larson (Svp Human Resources) $0 $153,546 $10,011
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Document Links

990
Filed on Aug. 12, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Sept.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$20,877,762
Expenses
$21,437,660
Net Income
-$559,898
Net Assets
$17,563,970
Notable Sources of Revenue Percent of Total Revenue
Contributions $541,874
2.6%
Program Services $20,299,448
97.2%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income -$275,706
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $1,210
0.0%
Other Revenue $310,936
1.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $6,195,466
28.9%
Assets/Debt
Total Assets $157,420,069
Total Liabilities $139,856,099
Net Assets $17,563,970
Compensation
Key Employees and Officers Compensation Related Other
Jodi Devick Neal (Campus Administrator) $139,447 $0 $12,094
Daniel Lindh (Ceo) $0 $919,741 $23,937
Mark Meyer (Cfo) $0 $445,702 $27,414
Duane Larson (Svp Operations) $0 $323,989 $27,414
Jonathan Fletcher (Vp Development) $0 $347,973 $20,328
Teresa Larson (Svp Human Resources) $0 $323,848 $19,541
+ View more people

Document Links

990
Filed on Aug. 15, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Sept.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$20,172,784
Expenses
$20,426,043
Net Income
-$253,259
Net Assets
$18,232,399
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,661,856
8.2%
Program Services $18,942,838
93.9%
Investment Income $232,813
1.2%
Bond Proceeds $0
Royalties $0
Rental Property Income -$971,478
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales -$1,224
Other Revenue $307,979
1.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $5,832,944
28.6%
Assets/Debt
Total Assets $161,837,541
Total Liabilities $143,605,142
Net Assets $18,232,399
Compensation
Key Employees and Officers Compensation Related Other
Daniel Lindh (Ceo) $0 $907,103 $23,520
Mark Meyer (Cfo) $0 $442,068 $26,889
Duane Larson (Svp Operations) $0 $315,866 $26,889
Jonathan Fletcher (Vp Development) $0 $329,215 $19,912
Teresa Larson (Svp Human Resources) $0 $324,499 $19,241
+ View more people

Document Links

990
Filed on Aug. 11, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Sept.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$19,706,381
Expenses
$19,770,592
Net Income
-$64,211
Net Assets
$18,485,658
Notable Sources of Revenue Percent of Total Revenue
Contributions $177,389
0.9%
Program Services $19,711,251
> 100%
Investment Income $182,511
0.9%
Bond Proceeds $0
Royalties $0
Rental Property Income -$642,168
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales -$1,608
Other Revenue $279,006
1.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $5,903,069
29.9%
Assets/Debt
Total Assets $167,500,836
Total Liabilities $149,015,178
Net Assets $18,485,658
Compensation
Key Employees and Officers Compensation Related Other
Beth Fries (Campus Administrator) $113,620 $0 $12,145
Daniel Lindh (Ceo) $0 $898,680 $23,795
Mark Meyer (Cfo) $0 $434,244 $27,331
Jonathan Fletcher (Vp Development) $0 $326,768 $15,893
Teresa Larson (Svp Human Resources) $0 $312,117 $19,162
Duane Larson (Svp Operations) $0 $278,468 $26,773
William Hagstrom (Vp Development Director Thru 12/19) $0 $256,717 $18,803
+ View more people

Document Links

990
Filed on Aug. 13, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Sept.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$18,479,025
Expenses
$20,452,520
Net Income
-$1,973,495
Net Assets
$18,549,869
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,101,050
11.4%
Program Services $19,442,598
> 100%
Investment Income $236,705
1.3%
Bond Proceeds $0
Royalties $0
Rental Property Income -$291,414
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales -$1,546
Other Revenue -$3,008,368
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $5,589,451
27.3%
Assets/Debt
Total Assets $167,105,467
Total Liabilities $148,555,598
Net Assets $18,549,869
Compensation
Key Employees and Officers Compensation Related Other
Beth Fries (Campus Administrator) $111,972 $0 $11,897
Daniel Lindh (Ceo) $0 $856,853 $24,037
Mark Meyer (Cfo) $0 $404,035 $26,372
Sharon Strickler (Vp Site Operations) $0 $340,874 $18,635
Michael Bingham (Vp Optage) $0 $330,566 $19,251
Teresa Larson (Vp Human Resources) $0 $276,518 $17,452
Karen Mckenna (Vp Human Resources (Thru March)) $0 $288,588 $2,350
Jon Mehrkens (Vp Development) $0 $259,339 $26,119
William Hagstrom (Vp Senior Housing Partners) $0 $251,633 $12,705
Duane Larson (Svp Operations) $0 $211,299 $23,717
Jonathan Fletcher (Vp Development) $0 $196,198 $6,412
+ View more people

Document Links

990
Filed on Aug. 17, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Sept.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$19,385,046
Expenses
$20,185,542
Net Income
-$800,496
Net Assets
$20,523,364
Notable Sources of Revenue Percent of Total Revenue
Contributions $137,920
0.7%
Program Services $18,319,960
94.5%
Investment Income $57,336
0.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $385,062
2.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $340
0.0%
Other Revenue $484,428
2.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $5,346,230
26.5%
Assets/Debt
Total Assets $172,229,205
Total Liabilities $151,705,841
Net Assets $20,523,364
Compensation
Key Employees and Officers Compensation Related Other
Daniel Lindh (Ceo) $0 $821,841 $31,315
John Mehrkens (Vp Development (Through Jan 2018)) $0 $330,471 $34,527
Mark Meyer (Cfo) $0 $383,273 $32,637
William Hagstrom (Vp Senior Housing Partners) $0 $192,759 $9,545
Sharon Strickler (Vp Site Operations) $0 $326,371 $18,935
Teresa Larson (Vp Human Resources) $0 $245,720 $18,067
Karen Mckenna (Vp Human Resources) $0 $277,770 $28,800
Michael Bingham (Vp Optage) $0 $331,075 $20,065
+ View more people

Document Links

990
Filed on Aug. 9, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Sept.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$19,009,596
Expenses
$19,788,438
Net Income
-$778,842
Net Assets
$21,827,350
Notable Sources of Revenue Percent of Total Revenue
Contributions $282,371
1.5%
Program Services $17,947,526
94.4%
Investment Income $36,574
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $275,009
1.4%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $53
0.0%
Other Revenue $468,063
2.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $5,257,803
26.6%
Assets/Debt
Total Assets $175,644,766
Total Liabilities $153,817,416
Net Assets $21,827,350
Compensation
Key Employees and Officers Compensation Related Other
Daniel Lindh (Chair & Ceo) $0 $789,398 $29,912
John Mehrkens (Vp Development) $0 $281,450 $32,142
Mark Meyer (Cfo) $0 $387,335 $30,833
Sharon Klefsaas (Vp Site Operations) $0 $316,112 $17,951
Karen Mckenna (Vp Human Resources) $0 $275,338 $26,969
Michael Bingham (Vp Optage) $0 $310,938 $18,278
William Hagstrom (Vp Senior Housing Partners) $0 $170,672 $7,442
+ View more people

Document Links

990
Filed on Aug. 6, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Sept.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$18,778,642
Expenses
$19,368,545
Net Income
-$589,903
Net Assets
$22,606,192
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,549,132
8.2%
Program Services $17,162,797
91.4%
Investment Income $53,373
0.3%
Bond Proceeds $0
Royalties $0
Rental Property Income -$442,219
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales -$735
Other Revenue $456,294
2.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $4,944,539
25.5%
Assets/Debt
Total Assets $178,238,072
Total Liabilities $155,631,880
Net Assets $22,606,192
Compensation
Key Employees and Officers Compensation Related Other
Daniel Lindh (Chair & Ceo) $0 $709,239 $160,625
John Mehrkens (Vice Chair & Vp Of Development) $0 $304,774 $47,727
Mark Meyer (Secretary, Treasurer & Cfo) $0 $380,511 $60,521
Sharon Klefsaas (Executive Director Of Operations) $0 $320,405 $44,047
Karen Mckenna (Executive Director Of Human Resources) $0 $275,904 $44,379
Michael Bingham (Vp Optage/Senior Housing Partners) $0 $293,762 $12,364
Mark Pederson (Campus Administrator) $0 $125,424 $21,203
+ View more people

Document Links

990
Filed on May 8, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Sept.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$44,576,397
Expenses
$16,267,105
Net Income
$28,309,292
Net Assets
$23,196,095
Notable Sources of Revenue Percent of Total Revenue
Contributions $31,541,056
70.8%
Program Services $13,233,198
29.7%
Investment Income $50,400
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income -$553,871
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $427
0.0%
Other Revenue $305,187
0.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $4,175,614
25.7%
Assets/Debt
Total Assets $181,560,845
Total Liabilities $158,364,750
Net Assets $23,196,095
Compensation
Key Employees and Officers Compensation Related Other
Mark Pederson (Campus Administrator) $118,921 $0 $10,994
Daniel Lindh (Chair & Ceo) $0 $652,723 $145,808
John Mehrkens (Vice Chair & Vp Of Development) $0 $275,325 $39,232
Mark Meyer (Secretary, Treasurer & Cfo) $0 $342,751 $54,180
Sharon Klefsaas (Executive Director Of Operations) $0 $283,198 $45,556
Karen Mckenna (Executive Director Of Human Resources) $0 $264,254 $35,084
Michael Bingham (Vp Optage/Senior Housing Partners) $0 $249,036 $22,168
+ View more people

Document Links

990
Filed on Aug. 15, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Sept.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,186,078
Expenses
$11,506,737
Net Income
-$5,320,659
Net Assets
-$5,801,078
Notable Sources of Revenue Percent of Total Revenue
Contributions $55,102
0.9%
Program Services $6,575,639
> 100%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income -$475,905
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales -$8,518
Other Revenue $39,760
0.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $2,386,576
20.7%
Assets/Debt
Total Assets $133,914,049
Total Liabilities $139,715,127
Net Assets -$5,801,078
Compensation
Key Employees and Officers Compensation Related Other
Daniel Lindh (Chair & Ceo) $0 $606,606 $116,508
John Mehrkens (Vice Chair & Vp Of Development) $0 $258,094 $14,502
Mark Meyer (Secretary, Treasurer & Cfo) $0 $319,198 $16,760
Sharon Klefsaas (Executive Director Of Operations) $0 $260,972 $12,132
Karen Mckenna (Executive Director Of Human Resources) $0 $238,993 $7,548
+ View more people

Document Links

990
Filed on Aug. 13, 2015

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Sept.
2013

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990
Filed on Oct. 21, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Sept.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

Byline

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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