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Phs Shoreview 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
$1.79M (2023)

Expenses
$1.47M (2023)

Total Assets
$7.43M (2023)

Total Liabilities
$7.27M (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
$1,791,566
Expenses
$1,467,569
Net Income
$323,997
Net Assets
$161,239
Notable Sources of Revenue Percent of Total Revenue
Contributions $3,180
0.2%
Program Services $1,733,105
96.7%
Investment Income $44,079
2.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $6,210
0.3%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $4,992
0.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $164,684
11.2%
Assets/Debt
Total Assets $7,429,362
Total Liabilities $7,268,123
Net Assets $161,239
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 $329,817 $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
$1,528,651
Expenses
$1,441,855
Net Income
$86,796
Net Assets
-$162,761
Notable Sources of Revenue Percent of Total Revenue
Contributions $5,980
0.4%
Program Services $1,609,715
> 100%
Investment Income -$98,113
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $11,069
0.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $151,804
10.5%
Assets/Debt
Total Assets $7,441,165
Total Liabilities $7,603,926
Net Assets -$162,761
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
$1,634,379
Expenses
$1,395,477
Net Income
$238,902
Net Assets
-$249,557
Notable Sources of Revenue Percent of Total Revenue
Contributions $4,500
0.3%
Program Services $1,553,300
95.0%
Investment Income $69,223
4.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $7,356
0.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $140,351
10.1%
Assets/Debt
Total Assets $7,368,071
Total Liabilities $7,617,628
Net Assets -$249,557
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
$1,568,818
Expenses
$1,370,917
Net Income
$197,901
Net Assets
-$488,459
Notable Sources of Revenue Percent of Total Revenue
Contributions $8,280
0.5%
Program Services $1,525,304
97.2%
Investment Income $28,381
1.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $6,853
0.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $134,471
9.8%
Assets/Debt
Total Assets $7,311,676
Total Liabilities $7,800,135
Net Assets -$488,459
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
$1,491,989
Expenses
$1,348,086
Net Income
$143,903
Net Assets
-$686,360
Notable Sources of Revenue Percent of Total Revenue
Contributions $11,550
0.8%
Program Services $1,449,398
97.1%
Investment Income $21,126
1.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $9,915
0.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $136,204
10.1%
Assets/Debt
Total Assets $7,256,037
Total Liabilities $7,942,397
Net Assets -$686,360
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
$1,453,653
Expenses
$1,303,096
Net Income
$150,557
Net Assets
-$830,263
Notable Sources of Revenue Percent of Total Revenue
Contributions $4,500
0.3%
Program Services $1,421,605
97.8%
Investment Income $18,022
1.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $9,526
0.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $131,543
10.1%
Assets/Debt
Total Assets $7,251,741
Total Liabilities $8,082,004
Net Assets -$830,263
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
$1,413,436
Expenses
$1,271,643
Net Income
$141,793
Net Assets
-$980,820
Notable Sources of Revenue Percent of Total Revenue
Contributions $4,500
0.3%
Program Services $1,372,327
97.1%
Investment Income $27,038
1.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $9,571
0.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $104,072
8.2%
Assets/Debt
Total Assets $7,239,035
Total Liabilities $8,219,855
Net Assets -$980,820
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 (Vp Optage) $0 $310,938 $18,278

Document Links

Fiscal Year Ending Sept.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,349,452
Expenses
$1,234,775
Net Income
$114,677
Net Assets
-$1,122,613
Notable Sources of Revenue Percent of Total Revenue
Contributions $900
0.1%
Program Services $1,314,699
97.4%
Investment Income $19,616
1.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $14,237
1.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $112,323
9.1%
Assets/Debt
Total Assets $6,993,189
Total Liabilities $8,115,802
Net Assets -$1,122,613
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
$1,310,005
Expenses
$1,199,472
Net Income
$110,533
Net Assets
-$1,237,290
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,300,645
99.3%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $9,360
0.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $100,287
8.4%
Assets/Debt
Total Assets $6,915,079
Total Liabilities $8,152,369
Net Assets -$1,237,290
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
$1,204,322
Expenses
$1,215,191
Net Income
-$10,869
Net Assets
-$1,347,823
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,179,306
97.9%
Investment Income $15,084
1.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $9,932
0.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $114,169
9.4%
Assets/Debt
Total Assets $6,993,564
Total Liabilities $8,341,387
Net Assets -$1,347,823
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
$1,185,569
Expenses
$1,211,529
Net Income
-$25,960
Net Assets
-$1,336,954
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,164,890
98.3%
Investment Income $14,728
1.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $5,951
0.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $114,299
9.4%
Assets/Debt
Total Assets $7,344,780
Total Liabilities $8,681,734
Net Assets -$1,336,954

Document Links

Fiscal Year Ending Sept.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,129,246
Expenses
$1,151,757
Net Income
-$22,511
Net Assets
-$1,310,994
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,115,937
98.8%
Investment Income $10,340
0.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $2,969
0.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $113,529
9.9%
Assets/Debt
Total Assets $7,489,106
Total Liabilities $8,800,100
Net Assets -$1,310,994

Document Links

Fiscal Year Ending Sept.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,118,916
Expenses
$1,115,971
Net Income
$2,945
Net Assets
-$1,288,483
Notable Sources of Revenue Percent of Total Revenue
Contributions $4,596
0.4%
Program Services $1,100,844
98.4%
Investment Income $11,283
1.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $2,193
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $111,913
10.0%
Assets/Debt
Total Assets $7,709,586
Total Liabilities $8,998,069
Net Assets -$1,288,483

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.
2006

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.

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 »

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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.
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  • 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.
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  • 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.

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