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Phm Woodbury Inc

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: Housing, Shelter / Senior Citizens' Housing/Retirement Communities (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$8.1M (2023)

Expenses
$7.25M (2023)

Total Assets
$26.4M (2023)

Total Liabilities
$15.9M (2023)

Source: Form 990 tax filings from 2011 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
$8,098,871
Expenses
$7,252,770
Net Income
$846,101
Net Assets
$10,498,586
Notable Sources of Revenue Percent of Total Revenue
Contributions $74,672
0.9%
Program Services $7,889,676
97.4%
Investment Income $2,354
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $11,395
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $873
0.0%
Other Revenue $119,901
1.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $2,792,877
38.5%
Assets/Debt
Total Assets $26,356,219
Total Liabilities $15,857,633
Net Assets $10,498,586
Compensation
Key Employees and Officers Compensation Related Other
Dan Lindh (Board Chair/Ceo) $0 $836,839 $25,618
Mark Meyer (Sec/Treas/Cfo) $0 $449,215 $29,663
Jonathan Fletcher (Vp Development) $0 $358,151 $25,188
Duane Larson (Vp Affiliate Bd) $0 $329,917 $21,874
Mark Pederson (Svp Operations) $0 $189,597 $22,932
Teresa Larson (Svp Human Resources) $0 $153,546 $10,011

Document Links

Fiscal Year Ending Sept.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$7,649,142
Expenses
$6,908,405
Net Income
$740,737
Net Assets
$9,652,484
Notable Sources of Revenue Percent of Total Revenue
Contributions $54,865
0.7%
Program Services $7,451,517
97.4%
Investment Income $1,696
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $807
0.0%
Other Revenue $140,257
1.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $2,544,489
36.8%
Assets/Debt
Total Assets $24,792,023
Total Liabilities $15,139,539
Net Assets $9,652,484
Compensation
Key Employees and Officers Compensation Related Other
Dan Lindh (Board Chair/Ceo) $0 $919,741 $23,937
Mark Meyer (Sec/Treas/Cfo) $0 $445,702 $27,414
Jonathan Fletcher (Vp Development) $0 $347,973 $20,328
Duane Larson (Svp Operations) $0 $323,989 $27,414
Teresa Larson (Svp Human Resources) $0 $323,848 $19,541

Document Links

Fiscal Year Ending Sept.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$7,871,801
Expenses
$6,476,306
Net Income
$1,395,495
Net Assets
$8,911,747
Notable Sources of Revenue Percent of Total Revenue
Contributions $823,264
10.5%
Program Services $6,896,765
87.6%
Investment Income $1,677
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales -$220
Other Revenue $150,315
1.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $2,225,385
34.4%
Assets/Debt
Total Assets $24,899,822
Total Liabilities $15,988,075
Net Assets $8,911,747
Compensation
Key Employees and Officers Compensation Related Other
Dan Lindh (Board Chair/Ceo) $0 $907,103 $23,520
Mark Meyer (Sec/Treas/Cfo) $0 $442,068 $26,889
Jonathan Fletcher (Vp Development) $0 $329,215 $19,912
Teresa Larson (Svp Human Resources) $0 $324,499 $19,241
Duane Larson (Svp Operations) $0 $315,866 $26,889

Document Links

Fiscal Year Ending Sept.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$7,254,801
Expenses
$6,486,916
Net Income
$767,885
Net Assets
$7,516,252
Notable Sources of Revenue Percent of Total Revenue
Contributions $110,541
1.5%
Program Services $6,991,828
96.4%
Investment Income $3,658
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $394
0.0%
Other Revenue $148,380
2.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $2,308,706
35.6%
Assets/Debt
Total Assets $24,272,528
Total Liabilities $16,756,276
Net Assets $7,516,252
Compensation
Key Employees and Officers Compensation Related Other
Dan Lindh (Board Chair/Ceo) $0 $898,680 $23,795
Mark Meyer (Sec/Treas/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 (Bd Mem To 12/19) $0 $256,717 $18,803

Document Links

Fiscal Year Ending Sept.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$7,103,503
Expenses
$6,135,998
Net Income
$967,505
Net Assets
$6,748,367
Notable Sources of Revenue Percent of Total Revenue
Contributions $40,841
0.6%
Program Services $6,853,140
96.5%
Investment Income $3,773
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $1,327
0.0%
Other Revenue $204,422
2.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $2,050,650
33.4%
Assets/Debt
Total Assets $24,120,760
Total Liabilities $17,372,393
Net Assets $6,748,367
Compensation
Key Employees and Officers Compensation Related Other
Dan Lindh (Board Chair/Ceo) $0 $856,853 $24,037
Mark Meyer (Sec/Treas/Cfo) $0 $404,035 $26,372
William Hagstrom (Vp Development) $0 $251,633 $12,705
Duane Larson (Svp Operations) $0 $211,299 $23,717
Teresa Larson (Svp Human Resources) $0 $276,518 $17,452
Jonathan Fletcher (Vp Development) $0 $196,198 $6,412
Karen Mckenna (Vp Human Resources) $0 $288,588 $2,350
Michael Bingham (Svp Optage) $0 $330,566 $19,251
Sharon Strickler (Vp Site Operations) $0 $340,874 $18,635
John Mehrkens (Vp Development) $0 $259,339 $26,119

Document Links

Fiscal Year Ending Sept.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,864,741
Expenses
$6,021,732
Net Income
$843,009
Net Assets
$5,780,862
Notable Sources of Revenue Percent of Total Revenue
Contributions $34,604
0.5%
Program Services $6,626,862
96.5%
Investment Income $1,713
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $1,893
0.0%
Other Revenue $199,669
2.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $1,938,447
32.2%
Assets/Debt
Total Assets $23,841,179
Total Liabilities $18,060,317
Net Assets $5,780,862
Compensation
Key Employees and Officers Compensation Related Other
Dan Lindh (Board Chair/Ceo) $0 $821,841 $31,315
John Mehrkens (Board Thru 1/18) $0 $330,471 $34,527
Mark Meyer (Sec/Treas/Cfo) $0 $383,273 $32,637
William Hagstrom (Vp Shp) $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

Document Links

Fiscal Year Ending Sept.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,465,201
Expenses
$5,695,377
Net Income
$769,824
Net Assets
$4,937,853
Notable Sources of Revenue Percent of Total Revenue
Contributions $21,179
0.3%
Program Services $6,192,999
95.8%
Investment Income $38,866
0.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $2,102
0.0%
Other Revenue $210,055
3.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $1,706,915
30.0%
Assets/Debt
Total Assets $23,652,575
Total Liabilities $18,714,722
Net Assets $4,937,853
Compensation
Key Employees and Officers Compensation Related Other
Dan Lindh (Board Chair/Ceo) $0 $789,398 $29,912
John Mehrkens (Vp Development) $0 $281,450 $32,142
Mark Meyer (Sec/Treas/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
William Hagstrom (Vp Senior Housing Partners) $0 $170,672 $7,442
Michael Bingham (2845 N. Hamline Ave) $0 $310,938 $18,278

Document Links

Fiscal Year Ending Sept.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,448,135
Expenses
$5,764,096
Net Income
$684,039
Net Assets
$4,450,666
Notable Sources of Revenue Percent of Total Revenue
Contributions $20,844
0.3%
Program Services $6,164,214
95.6%
Investment Income $55,638
0.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $2,835
0.0%
Other Revenue $204,604
3.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $1,679,158
29.1%
Assets/Debt
Total Assets $24,513,507
Total Liabilities $20,062,841
Net Assets $4,450,666
Compensation
Key Employees and Officers Compensation Related Other
Dan Lindh (Board Chair/Ceo) $0 $709,239 $160,625
John Mehrkens (Vp Development) $0 $304,774 $47,727
Mark Meyer (Sec/Treas/Cfo) $0 $380,511 $60,521
Sharon Klefsaas (Executive Director Operations) $0 $320,405 $44,047
Karen Mckenna (Executive Director Human Resources) $0 $275,904 $44,379
Michael Bingham (Vp Optage/Shp) $0 $293,762 $12,364

Document Links

Fiscal Year Ending Sept.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,370,300
Expenses
$5,458,807
Net Income
$911,493
Net Assets
$3,766,627
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,085
0.0%
Program Services $6,310,595
99.1%
Investment Income $37,715
0.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $3,446
0.1%
Other Revenue $16,459
0.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $1,617,347
29.6%
Assets/Debt
Total Assets $24,213,695
Total Liabilities $20,447,068
Net Assets $3,766,627
Compensation
Key Employees and Officers Compensation Related Other
Dan Lindh (Board Chair/Ceo) $0 $652,723 $145,808
John Mehrkens (Vp Development) $0 $275,325 $39,232
Mark Meyer (Sec/Treas/Cfo) $0 $342,751 $54,180
Sharon Klefsaas (Executive Director Operations) $0 $283,198 $45,556
Karen Mckenna (Executive Director Human Resources) $0 $264,254 $35,084
Michael Bingham (Vp Optage/Shp) $0 $249,036 $22,168

Document Links

Fiscal Year Ending Sept.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,181,144
Expenses
$5,405,980
Net Income
$775,164
Net Assets
$2,855,134
Notable Sources of Revenue Percent of Total Revenue
Contributions $4,038
0.1%
Program Services $6,122,847
99.1%
Investment Income $45,232
0.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $73
0.0%
Other Revenue $8,954
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $1,604,301
29.7%
Assets/Debt
Total Assets $23,666,343
Total Liabilities $20,811,209
Net Assets $2,855,134
Compensation
Key Employees and Officers Compensation Related Other
Dan Lindh (Board Chair/Ceo) $0 $606,606 $116,508
John Mehrkens (Vp Development) $0 $258,094 $14,502
Mark Meyer (Sec/Treas/Cfo) $0 $319,198 $16,760
Sharon Klefsaas (Executive Director Operations) $0 $260,972 $12,132
Karen Mckenna (Executive Director Human Resources) $0 $238,993 $7,528

Document Links

Fiscal Year Ending Sept.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,027,381
Expenses
$5,349,522
Net Income
$677,859
Net Assets
$2,079,970
Notable Sources of Revenue Percent of Total Revenue
Contributions $13,252
0.2%
Program Services $5,946,092
98.7%
Investment Income $46,198
0.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $21,839
0.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $1,627,603
30.4%
Assets/Debt
Total Assets $23,388,452
Total Liabilities $21,308,482
Net Assets $2,079,970

Document Links

Fiscal Year Ending Sept.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,961,952
Expenses
$5,557,020
Net Income
$404,932
Net Assets
$1,402,111
Notable Sources of Revenue Percent of Total Revenue
Contributions $9,775
0.2%
Program Services $5,870,507
98.5%
Investment Income $61,247
1.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $20,423
0.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $1,647,234
29.6%
Assets/Debt
Total Assets $23,030,532
Total Liabilities $21,628,421
Net Assets $1,402,111

Document Links

Fiscal Year Ending Sept.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,745,301
Expenses
$5,319,568
Net Income
$425,733
Net Assets
$997,179
Notable Sources of Revenue Percent of Total Revenue
Contributions $4,241
0.1%
Program Services $5,662,280
98.6%
Investment Income $50,255
0.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $28,525
0.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $1,540,892
29.0%
Assets/Debt
Total Assets $23,156,266
Total Liabilities $22,159,087
Net Assets $997,179

Document Links

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

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

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

Fiscal Year Ending Sept.
2007

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

Fiscal Year Ending Sept.
2005

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

Fiscal Year Ending Sept.
2004

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

Fiscal Year Ending Sept.
2003

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

Fiscal Year Ending Sept.
2002

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

Fiscal Year Ending Sept.
2001

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

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.

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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 »

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  • Raw filing data. Includes EINs and summary financials as structured data.
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