Nonprofit · EIN 30-0227875
PHS COTTAGE GROVE INC
Tax-exempt · ROSEVILLE, MN 55113
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $17,356,927 | $17,069,307 | $287,620 | $52,805,550 | $60,744,940 | -$7,939,390 |
| September 30, 2024 | 990 | $16,937,030 | $17,050,524 | -$113,494 | $53,460,468 | $61,687,478 | -$8,227,010 |
| September 30, 2023 | 990 | $15,506,946 | $15,960,630 | -$453,684 | $54,793,878 | $62,907,394 | -$8,113,516 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $579,171
- of which government grants
- $33,157
- Program service revenue
- $16,435,583
- Investment income
- $77,934
- Net rental income
- $26,710
- Net income from sales of inventory
- $7,274
- Other revenue
- $264,239
Expenses
- Grants and similar amounts paid
- $7,467
- Compensation of officers, directors and key employees
- $0
- Other salaries and wages
- $7,100,701
- Salaries, compensation and benefits (total)
- $8,633,570
- Professional fundraising fees
- $0
- Accounting fees
- $8,785
- Occupancy
- $1,289,478
- Travel
- $19,196
- Depreciation
- $2,098,926
- Program services (functional)
- $14,691,994
- Management and general (functional)
- $2,377,313
Balance sheet and other
- Total assets, start of year
- $53,460,468
- Total assets, end of year
- $52,805,550
- Total liabilities, end of year
- $60,744,940
- Net assets, end of year
- -$7,939,390
- Land, buildings and equipment
- $46,669,482
- Net assets without donor restrictions
- -$7,939,390
- Gross receipts
- $17,369,268
- Employees
- 0
- Volunteers
- 78
- Year formed
- 2004
- State of legal domicile
- MN
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DAN LINDH | BOARD CHAIR/CEO Trustee or director, Officer | 1 | $0 | $994,222 | $29,111 |
| MARK MEYER | SEC/TREAS/CFO Trustee or director, Officer | 1 | $0 | $499,375 | $29,211 |
| JONATHAN FLETCHER | BOARD CHAIR/CEO Trustee or director, Officer | 1 | $0 | $396,038 | $31,984 |
| REBECCA RAUEN | VP HUMAN RESOURCES | 1 | $0 | $335,241 | $4,860 |
| HEIDI PETERSON | SEC/TREASURER Trustee or director, Officer | 1 | $0 | $297,848 | $30,045 |
| MARK PEDERSON | BRD VICE CHAIR Trustee or director, Officer | 1 | $0 | $299,277 | $25,661 |
| MICHELLE SULLIVAN | CAMPUS ADMIN | 40 | $172,932 | $0 | $8,603 |
| VICKIE HOLTZ | CLINICAL ADMIN | 40 | $115,084 | $0 | $9,368 |
| PAIGE JORDAN | HOUSEHOLD COORD | 40 | $103,062 | $0 | $10,187 |
| CHRISTOPHER KISPERT | CARE CENTER ADMIN | 40 | $104,262 | $0 | $3,968 |
990 for the year ended September 30, 2024: 6 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DAN LINDH | BOARD CHAIR/CEO Trustee or director, Officer | 1 | $0 | $1,063,597 | $26,250 |
| MARK MEYER | SEC/TREAS/CFO Trustee or director, Officer | 1 | $0 | $479,100 | $21,646 |
| JONATHAN FLETCHER | VP DEVELOPMENT | 1 | $0 | $380,084 | $28,580 |
| MARK PEDERSON | BRD VICE CHAIR Trustee or director, Officer | 1 | $0 | $273,581 | $21,854 |
| MICHELLE SULLIVAN | CAMPUS ADMIN | 40 | $166,292 | $0 | $8,284 |
| RUVIR GUIRGEN | RN | 40 | $118,086 | $0 | $11,285 |
990 for the year ended September 30, 2023: 6 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DAN LINDH | BOARD CHAIR/CEO Trustee or director, Officer | 1 | $0 | $836,839 | $25,618 |
| MARK MEYER | SEC/TREAS/CFO Trustee or director, Officer | 1 | $0 | $449,215 | $29,663 |
| JONATHAN FLETCHER | VP DEVELOPMENT | 1 | $0 | $358,151 | $25,188 |
| DUANE LARSON | BRD VICE CHAIR Trustee or director | 1 | $0 | $329,917 | $21,874 |
| MARK PEDERSON | BRD VICE CHAIR Trustee or director | 1 | $0 | $189,597 | $22,932 |
| TERESA LARSON | SVP EMPLOYEE EXPERIENCE | 1 | $0 | $153,546 | $10,011 |
Address and contacts
- Address (IRS master file)
- 2845 HAMLINE AVE N, ROSEVILLE, MN 55113-1888
- Principal officer (990 for 2024)
- JONATHAN FLETCHER, 2845 HAMLINE AVE N, ROSEVILLE, MN 55113
- Signed the 990
- HEIDI PETERSON, CFO
- Phone
- (651) 631-6162
- Website
- WWW.PRESHOMES.ORG
Mission
THE MISSION OF THE ORGANIZATION IS TO HONOR GOD BY ENRICHING THE LIVES AND TOUCHING THE HEARTS OF OLDER ADULTS.
Program accomplishments
- THE ORGANIZATION LOCATED IN COTTAGE GROVE, MN CONSISTS OF AN 18 APARTMENT MEMORY CARE SPECIFIC ASSISTED LIVING, 40 TRADITIONAL ASSISTED LIVING APARTMENTS WITH 19 DESIGNATED FOR HIGH ACUITY ENHANCED CARE SUITES, 150 INDEPENDENT SENIOR APARTMENTS AND A 72 BED SKILLED NURSING FACILITY ON THE CAMPUS.Expenses $14,691,994 · grants $7,467 · revenue $16,435,583
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 15, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 16, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 17, 2025 | 990 on file |
IRS record
- EIN
- 30-0227875
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2004
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Housing and shelter (L22)
- Assets (IRS master file)
- $52,805,550
- Income (IRS master file)
- $17,369,268
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $17,356,927 | $17,069,307 | $52,805,550 | XML |
| 990 | September 2024 | $16,937,030 | $17,050,524 | $53,460,468 | XML |
| 990 | September 2023 | $15,506,946 | $15,960,630 | $54,793,878 | XML |
| 990 | September 2022 | $15,011,591 | $15,532,811 | $56,621,809 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 30-0227875).
Questions about PHS COTTAGE GROVE INC
- What is the EIN of PHS COTTAGE GROVE INC?
- The employer identification number (EIN) of PHS COTTAGE GROVE INC is 30-0227875.
- Is PHS COTTAGE GROVE INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
- Are donations to PHS COTTAGE GROVE INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does PHS COTTAGE GROVE INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of PHS COTTAGE GROVE INC due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PHS COTTAGE GROVE INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of PHS COTTAGE GROVE INC?
- The 990 for the year ended September 30, 2025 names JONATHAN FLETCHER.
- Who are the officers and directors of PHS COTTAGE GROVE INC?
- The 990 for the year ended September 30, 2025 lists 10 people; 4 received compensation from the organization.
- How much revenue does PHS COTTAGE GROVE INC have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $17,356,927, expenses of $17,069,307 and total assets of $52,805,550 at year end.
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All nonprofits in ROSEVILLE · Minnesota · Housing and shelter