Presbyterian Homes & Services

Legal name: Presbyterian Homes and Services

Nonprofit profile at a glance

EIN
410758756
IRS 990 coverage
2009–2024
Official website data refreshed
Sep 2026
Forms available
Form 990 2024
Location
Roseville, MN, USA
Phone
651-631-6100
Rating
84
Verdict
STRONG
Rating confidence
Moderate
Affiliation
Christianity

Official website

Reported finances

Revenue
$39,422,542
Expenses
$37,414,155
Assets
$72,620,707
Liabilities
$38,039,249

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

26 people listed

Executive titles in this filing

  • DANIEL LINDH (PRESIDENT/CEO(THRU FEB 2025))
  • JONATHAN FLETCHER (PRESIDENT/CEO)

Highest reported compensation

  • DANIEL LINDH (PRESIDENT/CEO(THRU FEB 2025)): $1,023,333 total reported compensation
  • MARK MEYER (TREASURER/CFO): $528,586 total reported compensation
  • JONATHAN FLETCHER (PRESIDENT/CEO): $428,022 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To honor God by enriching the lives and touching the hearts of older adults. Serving older adults is our passion. Presbyterian Homes & Services made the decision to incorporate an in-house project development team that would serve both PHS and other organizations serving older adults. Senior Housing Partners (SHP) was formed to guide Presbyterian Homes in the pursuit of expanding our mission to more older adults in years to come. Shepherd of The Lake Shepherd of the Lake Lutheran Church joined with PHS to build and open McKenna Crossing in Prior Lake, Minn. Both the church building and McKenna Crossing are part of the Shepherd’s Path campus. The congregation now supplies chaplaincy services to McKenna Crossing and many of the residents living there maintain ties to t.

What it reported doing in 2024

Optage senior dining (osd) consists of home-delivered meals and congregate dining. Osd home-delivered meals are designed for older adults who are looking to simplify their meal preparation and stay independent in their own homes. Osd serves over 5,200 meals per month in congregate setting to seniors at 5 sites in ramsey, Washington, and hennepin counties in Minnesota. Osd also delivers over 84,550 meals per month to seniors in their homes.osd also serves the kitchens of presbyterian homes and services through their commissary kitchen services program.optage meals cook chill services provide centrally prepared, food-safe meats, soups, sauces, and gravies to 35 phs communities, helping sites improve consistency, reduce on-site labor demands, maintain quality standards, and streamline culinary operations across the phs system. Products are produced in the commissary kitchen and distributed through an established delivery network that also supports courier services to phs communities. Optage meals cook chill products are a core component of the optage meals service portfolio and support multiple service lines including phs communities, home delivered meals, and congregate dining.

Operating model

Revenue model
Earned-program. 96% of the money available for current operations came from fees and other program revenue.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and liabilities are high compared with assets.

Rating breakdown

  • Financial Efficiency: 71
  • Transparency & Controls: 92
  • Accountability: 100
  • Sustainability: 55
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 78.4%; rating input score 78
  • Program expense ratio: 82.8%; rating input score 83
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 62nd percentile among comparable filings
  • Pay-setting controls: 4 of 6 controls in place; rating input score 67
    • Compensation committee: Pass
    • Independent consultant: Pass
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Pass
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 100%; rating input score 100; 72nd percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Yes; rating input score 100

Accountability

  • Independent voting board: 100%; rating input score 100; 66th percentile among comparable filings
  • Governance controls: 9 of 9 controls in place; rating input score 100
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Pass
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 5.1%; rating input score 54; 54th percentile among comparable filings
  • Total-asset coverage ratio: 1.94; rating input score 61; 61st percentile among comparable filings
  • Liabilities to assets ratio: 0.52; rating input score 27; 27th percentile among comparable filings
  • Officer compensation ratio: 2.2%; rating input score 75; 75th percentile among comparable filings

Growth

  • Program expense growth: 6.4% per year; rating input score 100; 52nd percentile among comparable filings
  • Revenue growth: 7.3% per year; rating input score 100; 61st percentile among comparable filings
  • Asset growth: 11.4% per year; rating input score 100; 70th percentile among comparable filings

Details

  • What they do: Mission, programs, and operating context captured from the official website.
  • Where the money goes: 78.4% of revenue deployed · 82.8% of spending went to programs
  • Governance: 14 of 14 board members independent · 9 of 9 filing controls reported
  • Programs: 4 filed program accomplishments · $31M in reported program spending
  • Leadership: top reported pay $1M · 26 people listed · 4 of 6 pay-setting controls reported
  • Highest-paid contractors: 5 contractors listed · $2.5M reported
  • Consistency: 36 of 36 current checks pass
  • Schedules: 8 filed schedules · includes major donors, grants, executive pay, and related organizations
  • Filing history: 16 filing years from 2009 to 2024
  • Contacts: How to reach this organization
  • Money network: 6 filed money-flow records
  • Related organizations: 57 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Review — Sustainability: Operating margin scored 54/100.
  • High — Sustainability: Liabilities to assets ratio scored 27/100.