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Phs Apple Valley Senior Housing Inc

  • Roseville, MN
  • Tax-exempt since Feb. 2016
  • EIN: 81-0999634

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
$12.7M (2023)

Expenses
$11.1M (2023)

Total Assets
$71.9M (2023)

Total Liabilities
$72.5M (2023)

Source: Form 990 tax filings from 2016 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
$12,650,475
Expenses
$11,131,093
Net Income
$1,519,382
Net Assets
-$667,007
Notable Sources of Revenue Percent of Total Revenue
Contributions $74,932
0.6%
Program Services $12,219,080
96.6%
Investment Income $121,765
1.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $54,762
0.4%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $29
0.0%
Other Revenue $179,907
1.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $2,583,700
23.2%
Assets/Debt
Total Assets $71,852,510
Total Liabilities $72,519,517
Net Assets -$667,007
Compensation
Key Employees and Officers Compensation Related Other
Sandra Valentine (Campus Admin) $113,570 $0 $19,873
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
$9,176,159
Expenses
$8,965,685
Net Income
$210,474
Net Assets
-$2,186,389
Notable Sources of Revenue Percent of Total Revenue
Contributions $69,095
0.8%
Program Services $8,903,814
97.0%
Investment Income $46,907
0.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $156,343
1.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $2,305,673
25.7%
Assets/Debt
Total Assets $74,662,907
Total Liabilities $76,849,296
Net Assets -$2,186,389
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 $323,872 $19,541
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990
Filed on Aug. 14, 2023

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

View Filing
XML

Fiscal Year Ending Sept.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$8,602,960
Expenses
$8,405,208
Net Income
$197,752
Net Assets
-$2,396,863
Notable Sources of Revenue Percent of Total Revenue
Contributions $186,501
2.2%
Program Services $8,236,079
95.7%
Investment Income $44,108
0.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $34,482
0.4%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $101,790
1.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $2,093,468
24.9%
Assets/Debt
Total Assets $71,184,418
Total Liabilities $73,581,281
Net Assets -$2,396,863
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
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990
Filed on Aug. 12, 2022

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

View Filing
XML

Fiscal Year Ending Sept.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$8,660,396
Expenses
$8,410,373
Net Income
$250,023
Net Assets
-$2,594,615
Notable Sources of Revenue Percent of Total Revenue
Contributions $32,130
0.4%
Program Services $8,390,542
96.9%
Investment Income $68,275
0.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $36,418
0.4%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $133,031
1.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $2,100,864
25.0%
Assets/Debt
Total Assets $52,202,059
Total Liabilities $54,796,674
Net Assets -$2,594,615
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
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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
$7,376,862
Expenses
$7,585,251
Net Income
-$208,389
Net Assets
-$2,844,638
Notable Sources of Revenue Percent of Total Revenue
Contributions $25,063
0.3%
Program Services $6,984,494
94.7%
Investment Income $175,350
2.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $12,129
0.2%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $179,826
2.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $1,791,051
23.6%
Assets/Debt
Total Assets $52,171,363
Total Liabilities $55,016,001
Net Assets -$2,844,638
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
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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
$2,793,907
Expenses
$4,464,257
Net Income
-$1,670,350
Net Assets
-$2,636,249
Notable Sources of Revenue Percent of Total Revenue
Contributions $639
0.0%
Program Services $2,652,602
94.9%
Investment Income $32,978
1.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales -$875
Other Revenue $108,563
3.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $777,012
17.4%
Assets/Debt
Total Assets $54,125,869
Total Liabilities $56,762,118
Net Assets -$2,636,249
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
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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
$107,560
Expenses
$44,552
Net Income
$63,008
Net Assets
$560,952
Notable Sources of Revenue Percent of Total Revenue
Contributions $107,560
100%
Program Services $0
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 $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $47,253,204
Total Liabilities $46,692,252
Net Assets $560,952
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
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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
$500,000
Expenses
$2,056
Net Income
$497,944
Net Assets
$497,944
Notable Sources of Revenue Percent of Total Revenue
Contributions $500,000
100%
Program Services $0
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 $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $13,089,653
Total Liabilities $12,591,709
Net Assets $497,944
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
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Document Links

990
Filed on Aug. 10, 2017

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

View Filing
PDF XML

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.

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