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Phm New Richmond Senior Housing Inc

  • Roseville, MN
  • Tax-exempt since Oct. 1997
  • EIN: 41-1883153

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 / Housing Development, Construction, Management (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$9.85M (2023)

Expenses
$10.1M (2023)

Total Assets
$20.4M (2023)

Total Liabilities
$28.2M (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
$9,848,549
Expenses
$10,136,049
Net Income
-$287,500
Net Assets
-$7,742,787
Notable Sources of Revenue Percent of Total Revenue
Contributions $134,422
1.4%
Program Services $9,487,348
96.3%
Investment Income $40,617
0.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $9,450
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales -$2,047
Other Revenue $178,759
1.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $4,992,150
49.3%
Assets/Debt
Total Assets $20,449,482
Total Liabilities $28,192,269
Net Assets -$7,742,787
Compensation
Key Employees and Officers Compensation Related Other
Jennifer Anderson (Campus Admin) $123,558 $0 $21,421
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 (Brd Vice Chair) $0 $329,917 $21,874
Mark Pederson (Brd Vice Chair) $0 $189,597 $22,932
Teresa Larson (Svp Employee Experience) $0 $153,546 $10,011
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Document Links

990
Filed on Aug. 13, 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
$8,629,621
Expenses
$9,698,970
Net Income
-$1,069,349
Net Assets
-$7,455,287
Notable Sources of Revenue Percent of Total Revenue
Contributions $418,041
4.8%
Program Services $8,114,212
94.0%
Investment Income -$86,423
Bond Proceeds $0
Royalties $0
Rental Property Income $10,597
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $1,412
0.0%
Other Revenue $171,782
2.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $4,850,076
50.0%
Assets/Debt
Total Assets $18,038,985
Total Liabilities $25,494,272
Net Assets -$7,455,287
Compensation
Key Employees and Officers Compensation Related Other
Jennifer Anderson (Campus Admin) $106,709 $0 $18,562
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
+ View more people

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990
Filed on Aug. 14, 2023

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

View Filing
PDF XML

Fiscal Year Ending Sept.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$8,376,438
Expenses
$9,733,805
Net Income
-$1,357,367
Net Assets
-$6,385,946
Notable Sources of Revenue Percent of Total Revenue
Contributions $450,917
5.4%
Program Services $7,768,850
92.7%
Investment Income $2,147
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $416
0.0%
Other Revenue $154,108
1.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $4,464,864
45.9%
Assets/Debt
Total Assets $18,158,628
Total Liabilities $24,544,574
Net Assets -$6,385,946
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
+ View more people

Document Links

990
Filed on Aug. 12, 2022

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

View Filing
PDF XML

Fiscal Year Ending Sept.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$8,370,144
Expenses
$9,170,126
Net Income
-$799,982
Net Assets
-$5,028,579
Notable Sources of Revenue Percent of Total Revenue
Contributions $395,938
4.7%
Program Services $7,649,462
91.4%
Investment Income $90,419
1.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales -$1,346
Other Revenue $235,671
2.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $4,178,113
45.6%
Assets/Debt
Total Assets $20,047,380
Total Liabilities $25,075,959
Net Assets -$5,028,579
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
+ View more people

Document Links

990
Filed on Aug. 11, 2021

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

View Filing
XML

Fiscal Year Ending Sept.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$8,281,455
Expenses
$9,109,524
Net Income
-$828,069
Net Assets
-$4,228,597
Notable Sources of Revenue Percent of Total Revenue
Contributions $103,243
1.2%
Program Services $7,704,455
93.0%
Investment Income $174,870
2.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales -$533
Other Revenue $299,420
3.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $4,111,471
45.1%
Assets/Debt
Total Assets $20,780,838
Total Liabilities $25,009,435
Net Assets -$4,228,597
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
+ View more people

Document Links

990
Filed on Aug. 7, 2020

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

View Filing
PDF XML

Fiscal Year Ending Sept.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$7,877,065
Expenses
$8,763,851
Net Income
-$886,786
Net Assets
-$3,400,528
Notable Sources of Revenue Percent of Total Revenue
Contributions $597,870
7.6%
Program Services $6,981,077
88.6%
Investment Income -$26,120
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $11,031
0.1%
Other Revenue $313,207
4.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $3,838,307
43.8%
Assets/Debt
Total Assets $21,626,668
Total Liabilities $25,027,196
Net Assets -$3,400,528
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
+ View more people

Document Links

990
Filed on Aug. 7, 2019

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

View Filing
PDF XML

Fiscal Year Ending Sept.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$7,918,489
Expenses
$8,873,940
Net Income
-$955,451
Net Assets
-$2,513,742
Notable Sources of Revenue Percent of Total Revenue
Contributions $604,759
7.6%
Program Services $6,967,072
88.0%
Investment Income $47,194
0.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales -$70
Other Revenue $299,534
3.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $3,712,947
41.8%
Assets/Debt
Total Assets $22,369,722
Total Liabilities $24,883,464
Net Assets -$2,513,742
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
+ View more people

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990
Filed on Aug. 15, 2018

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

View Filing
PDF XML

Fiscal Year Ending Sept.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$8,371,754
Expenses
$9,325,046
Net Income
-$953,292
Net Assets
-$1,558,291
Notable Sources of Revenue Percent of Total Revenue
Contributions $428,657
5.1%
Program Services $7,568,235
90.4%
Investment Income $66,114
0.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $2,265
0.0%
Other Revenue $306,483
3.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $4,082,720
43.8%
Assets/Debt
Total Assets $23,323,592
Total Liabilities $24,881,883
Net Assets -$1,558,291
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
+ View more people

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990
Filed on Aug. 10, 2017

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

View Filing
PDF XML

Fiscal Year Ending Sept.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$8,070,397
Expenses
$9,147,756
Net Income
-$1,077,359
Net Assets
-$604,999
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,319
0.0%
Program Services $7,716,481
95.6%
Investment Income $57,520
0.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $2,993
0.0%
Other Revenue $292,084
3.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $4,020,735
44.0%
Assets/Debt
Total Assets $24,654,085
Total Liabilities $25,259,084
Net Assets -$604,999
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
+ View more people

Document Links

990
Filed on Aug. 11, 2016

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

View Filing
PDF XML

Fiscal Year Ending Sept.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$8,670,168
Expenses
$9,432,159
Net Income
-$761,991
Net Assets
$472,360
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,079,856
12.5%
Program Services $7,270,464
83.9%
Investment Income $48,054
0.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $271,794
3.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $3,896,611
41.3%
Assets/Debt
Total Assets $25,927,881
Total Liabilities $25,455,521
Net Assets $472,360
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
+ View more people

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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

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,925,346
Expenses
$8,329,202
Net Income
-$1,403,856
Net Assets
$1,234,351
Notable Sources of Revenue Percent of Total Revenue
Contributions $110,411
1.6%
Program Services $6,768,510
97.7%
Investment Income $34,481
0.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $11,944
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $3,397,712
40.8%
Assets/Debt
Total Assets $26,161,684
Total Liabilities $24,927,333
Net Assets $1,234,351

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.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,124,576
Expenses
$5,429,079
Net Income
-$304,503
Net Assets
$2,638,207
Notable Sources of Revenue Percent of Total Revenue
Contributions $63,561
1.2%
Program Services $5,033,211
98.2%
Investment Income $12,208
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $15,596
0.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $2,528,963
46.6%
Assets/Debt
Total Assets $27,517,806
Total Liabilities $24,879,599
Net Assets $2,638,207

Document Links

990

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

PDF

Fiscal Year Ending Sept.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,140,328
Expenses
$4,790,377
Net Income
$349,951
Net Assets
$2,942,710
Notable Sources of Revenue Percent of Total Revenue
Contributions $253,429
4.9%
Program Services $4,867,364
94.7%
Investment Income $8,591
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $10,944
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $2,039,441
42.6%
Assets/Debt
Total Assets $26,222,596
Total Liabilities $23,279,886
Net Assets $2,942,710

Document Links

990

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

PDF

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

Primary 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

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

PDF

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

990

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

PDF

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

990

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

PDF

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

990

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

PDF

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

990

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

PDF

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

990

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

PDF

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

990

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

PDF

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

990

Primary 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.

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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.

Updated