HOMESTEAD AT ROCHESTER INC: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization: HOMESTEAD AT ROCHESTER INC (EIN 30-0186547)
Tax period: 2011-07-01 to 2012-06-30
Filed: 2013-02-14
IRS object ID: 201310459349301831
Schema version: 2011v1.5
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule D
Schedule K
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-02-14T14:32:15-06:00	Timestamp
Tax Period End Date	2012-06-30	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	SCHECHTER DOKKEN KANTER CPA'S	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	100 WASHINGTON AVE SO 1600	AddressLine1
City	MINNEAPOLIS	City
State	MN	State
ZIP Code	554012192	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnType
Tax Period Begin Date	2011-07-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	300186547	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	PHSVOA ROCHESTER INC	BusinessNameLine1

Field	Value	IRS element (for citing)
In Care Of Name	% NANCY GAVIN	InCareOfName
Name Control	PHSV	NameControl
Phone	6129410305	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	7530 MARKET PLACE DRIVE	AddressLine1
City	EDEN PRAIRIE	City
State	MN	State
ZIP Code	55344	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	NANCY GAVIN	Name
Title	CONTROLLER	Title
Date Signed	2013-02-14	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	CHARLES SELCER CPA	Name
Phone	6123325500	Phone

Field	Value	IRS element (for citing)
Tax Year	2011	TaxYear
Build TS	2016-02-25 16:41:14Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Name Of Principal Officer Person	JOSEPH BUDZYNSKI	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	1660 DUKE STREET	AddressLine1
City	ALEXANDRIA	City
State	VA	State
ZIP Code	22314	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	4175696	GrossReceipts
Group Return For Affiliates	false	GroupReturnForAffiliates
Organization501c3	X	Organization501c3
Web Site	WWW.VOA.ORG	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	2003	YearFormation
State Legal Domicile	MN	StateLegalDomicile
Activity Or Mission Description	SEE SCHEDULE O.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	4	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	0	NbrIndependentVotingMembers
Total Nbr Employees	47	TotalNbrEmployees
Total Nbr Volunteers	3	TotalNbrVolunteers
Total Gross UBI	0	TotalGrossUBI
Contributions Grants Prior Year	11866	ContributionsGrantsPriorYear
Contributions Grants Current Year	10885	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	4001349	ProgramServiceRevenuePriorYear
Program Service Revenue CY	4159604	ProgramServiceRevenueCY
Investment Income Prior Year	7375	InvestmentIncomePriorYear
Investment Income Current Year	5207	InvestmentIncomeCurrentYear
Other Revenue Prior Year	0	OtherRevenuePriorYear
Other Revenue Current Year	0	OtherRevenueCurrentYear
Total Revenue Prior Year	4020590	TotalRevenuePriorYear
Total Revenue Current Year	4175696	TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year	0	GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY	0	GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year	0	BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	812805	SalariesEtcPriorYear
Salaries Etc Current Year	786072	SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year	0	TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	0	TotalFundrsngExpCurrentYear
Other Expense Prior Year	2656804	OtherExpensePriorYear
Other Expenses Current Year	2580871	OtherExpensesCurrentYear
Total Expenses Prior Year	3469609	TotalExpensesPriorYear
Total Expenses Current Year	3366943	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	550981	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	808753	RevenuesLessExpensesCY
Total Assets BOY	21754648	TotalAssetsBOY
Total Assets EOY	22102375	TotalAssetsEOY
Total Liabilities BOY	22784353	TotalLiabilitiesBOY
Total Liabilities EOY	22323327	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	-1029705	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	-220952	NetAssetsOrFundBalancesEOY
Info In Schedule O Part III	X	InfoInScheduleOPartIII
Mission Description	SEE SCHEDULE O.	MissionDescription
Significant New Program Services	false	SignificantNewProgramServices
Significant Change	false	SignificantChange
Expense	3096228	Expense
Revenue	4159604	Revenue
Description	PHS/VOA ROCHESTER, INC. provides independent and assisted living services for seniors in Minnesota.	Description
Total Program Service Expense	3096228	TotalProgramServiceExpense
Described In501 C3	true	DescribedIn501C3
Schedule B Required	false	ScheduleBRequired
Political Activities	false	PoliticalActivities
Lobbying Activities	false	LobbyingActivities
Donor Advised Funds	false	DonorAdvisedFunds
Conservation Easements	false	ConservationEasements
Collections Of Art	false	CollectionsOfArt
Credit Counseling	false	CreditCounseling
Term Or Permanent Endowments	false	TermOrPermanentEndowments
Report Land Bldg Equip	true	ReportLandBldgEquip
Report Invest Oth Securities	false	ReportInvestOthSecurities
Report Prog Rel Invest	false	ReportProgRelInvest
Report Other Assets	false	ReportOtherAssets
Report Other Liabilities	true	ReportOtherLiabilities
Report Fin48 Footnote	true	ReportFin48Footnote
Independent Audit Financial Stmt	true	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	false	ConsolidatedAuditFinancialStmt
School	false	School
Foreign Office	false	ForeignOffice
Foreign Activities	false	ForeignActivities
More Than5000 K To Organizations	false	MoreThan5000KToOrganizations
More Than5000 K To Individuals	false	MoreThan5000KToIndividuals
Professional Fundraising	false	ProfessionalFundraising
Fundraising Activities	false	FundraisingActivities
Gaming	false	Gaming
Hospital	false	Hospital
Grants To Organizations	false	GrantsToOrganizations
Grants To Individuals	false	GrantsToIndividuals
Schedule J Required	false	ScheduleJRequired
Tax Exempt Bonds	true	TaxExemptBonds
Invest Tax Exempt Bonds	false	InvestTaxExemptBonds
Escrow Account	false	EscrowAccount
On Behalf Of Issuer	false	OnBehalfOfIssuer
Excess Benefit Transaction	false	ExcessBenefitTransaction
Prior Excess Benefit Transaction	false	PriorExcessBenefitTransaction
Loan To Officer Or DQP	false	LoanToOfficerOrDQP
Grant To Related Person	false	GrantToRelatedPerson
Bsnss Rltnshp With Organization	false	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	false	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	false	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	false	DeductibleNonCashContributions
Deductible Contributions Of Art	false	DeductibleContributionsOfArt
Terminated	false	Terminated
Partial Liquidation	false	PartialLiquidation
Disregarded Entity	false	DisregardedEntity
Related Entity	false	RelatedEntity
Related Org Controlled Entity	false	RelatedOrgControlledEntity
Transaction Related Entity	false	TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org	false	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	false	ActivitiesConductedPartnership
Schedule O Required	true	ScheduleORequired
Number Forms Transmitted With1096	8	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Number Of Employees	47	NumberOfEmployees
Employment Tax Returns Filed	true	EmploymentTaxReturnsFiled
Unrelated Business Income	false	UnrelatedBusinessIncome
Foreign Financial Account	false	ForeignFinancialAccount
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTrans
Taxable Party Notification	false	TaxablePartyNotification
Non Deductible Contributions	false	NonDeductibleContributions
Quid Pro Quo Contributions	false	QuidProQuoContributions
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOf
Funds To Pay Premiums	false	FundsToPayPremiums
Premiums Paid	false	PremiumsPaid
Indoor Tanning Services	false	IndoorTanningServices
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	4	NbrVotingGoverningBodyMembers
Number Independent Voting Members	0	NumberIndependentVotingMembers
Family Or Business Relationship	false	FamilyOrBusinessRelationship
Delegation Of Management Duties	false	DelegationOfManagementDuties
Changes To Organizing Docs	false	ChangesToOrganizingDocs
Material Diversion Or Misuse	false	MaterialDiversionOrMisuse
Members Or Stockholders	true	MembersOrStockholders
Election Of Board Members	true	ElectionOfBoardMembers
Decisions Subject To Approval	true	DecisionsSubjectToApproval
Minutes Of Governing Body	true	MinutesOfGoverningBody
Minutes Of Committees	true	MinutesOfCommittees
Officer Mailing Address	false	OfficerMailingAddress
Local Chapters	false	LocalChapters
Form990 Provided To Governing Body	true	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	true	ConflictOfInterestPolicy
Annual Disclosure Covered Persons	true	AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement	true	RegularMonitoringEnforcement
Whistleblower Policy	false	WhistleblowerPolicy
Document Retention Policy	false	DocumentRetentionPolicy
Compensation Process CEO	false	CompensationProcessCEO
Compensation Process Other	false	CompensationProcessOther
Investment In Joint Venture	false	InvestmentInJointVenture
States Where Copy Of Return Is Filed	MN	StatesWhereCopyOfReturnIsFiled
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Field	Value	IRS element (for citing)
Name Person	NANCY GAVIN	NamePerson
Telephone Number	9529410305	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	7530 MARKET PLACE DRIVE	AddressLine1
City	EDEN PRAIRIE	City
State	MN	State
ZIP Code	55344	ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (4 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	OfficerOfficer	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation
TOM TURNBULL
SECRETARY	3.0	X	X	0	0	0
DAN LINDH
PRESIDENT	3.0	X	X	0	0	0
GREG CARLSON
TREASURER	3.0	X	X	0	0	0
MICHAEL SPILANE
DIRECTOR	3.0	X		0	0	0

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	0	TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs	0	TotalReportableCompFrmRltdOrgs
Total Other Compensation	0	TotalOtherCompensation
Number Individuals GT100 K	0	NumberIndividualsGT100K
Formers Listed	false	FormersListed
Total Comp GT150 K	false	TotalCompGT150K
Compensation From Other Sources	false	CompensationFromOtherSources

Contractor Compensation ContractorCompensation (2 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1	CityAddressOfContractor/AddressUS/City	StateAddressOfContractor/AddressUS/State	ZIP CodeAddressOfContractor/AddressUS/ZIPCode	Description Of ServicesDescriptionOfServices	CompensationCompensation
A'VIANDS LLC
PO BOX 1450	MINNEAPOLIS	MN	55485	DIETARY CONSULTANTS	151194
VOA NATIONAL SERVICES
7530 MARKET PLACE DRIVE	EDEN PRAIRIE	MN	55344	MANAGEMENT	208484

Field	Value	IRS element (for citing)
Number Of Contractors GT100 K	2	NumberOfContractorsGT100K
All Other Contributions	10885	AllOtherContributions
Total Contributions	10885	TotalContributions

Program Service Revenue ProgramServiceRevenue (2 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome
NURSING/THERAPY	623000	3886102	3886102
RESIDENT SERVICES	623990	273502	273502

Field	Value	IRS element (for citing)
Total Program Service Revenue	4159604	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	5207	TotalRevenueColumn
Exclusion	$5,207	ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Royalties Revenue RoyaltiesRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Net Income From Gaming NetIncomeFromGaming

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Net Income Or Loss NetIncomeOrLoss

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Field	Value	IRS element (for citing)
Total Other Revenue	0	TotalOtherRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	4175696	TotalRevenueColumn
Related Or Exempt Function Income	4159604	RelatedOrExemptFunctionIncome
Exclusion	$5,207	ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

Field	Value	IRS element (for citing)
Total	0	Total

Grants To Domestic Individuals GrantsToDomesticIndividuals

Field	Value	IRS element (for citing)
Total	0	Total

Foreign Grants ForeignGrants

Field	Value	IRS element (for citing)
Total	0	Total

Benefits To Members BenefitsToMembers

Field	Value	IRS element (for citing)
Total	0	Total

Comp Current Officers Directors CompCurrentOfficersDirectors

Field	Value	IRS element (for citing)
Total	0	Total

Comp Disqual Persons CompDisqualPersons

Field	Value	IRS element (for citing)
Total	0	Total

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	605372	Total
Program Services	563103	ProgramServices
Management And General	42269	ManagementAndGeneral

Pension Plan Contributions PensionPlanContributions

Field	Value	IRS element (for citing)
Total	0	Total

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	118907	Total
Program Services	111299	ProgramServices
Management And General	7608	ManagementAndGeneral

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	61793	Total
Program Services	61793	ProgramServices

Fees For Services Management FeesForServicesManagement

Field	Value	IRS element (for citing)
Total	208484	Total
Management And General	208484	ManagementAndGeneral

Fees For Services Legal FeesForServicesLegal

Field	Value	IRS element (for citing)
Total	1727	Total
Program Services	1727	ProgramServices

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	6550	Total
Program Services	6550	ProgramServices

Fees For Services Lobbying FeesForServicesLobbying

Field	Value	IRS element (for citing)
Total	0	Total

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	0	Total

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

Field	Value	IRS element (for citing)
Total	0	Total

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	229415	Total
Program Services	229415	ProgramServices

Advertising Advertising

Field	Value	IRS element (for citing)
Total	15261	Total
Program Services	15261	ProgramServices

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	61479	Total
Program Services	61479	ProgramServices

Information Technology InformationTechnology

Field	Value	IRS element (for citing)
Total	0	Total

Royalties Royalties

Field	Value	IRS element (for citing)
Total	0	Total

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	457526	Total
Program Services	453289	ProgramServices
Management And General	4237	ManagementAndGeneral

Travel Travel

Field	Value	IRS element (for citing)
Total	17665	Total
Program Services	17665	ProgramServices

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

Field	Value	IRS element (for citing)
Total	0	Total

Conferences Meetings ConferencesMeetings

Field	Value	IRS element (for citing)
Total	3048	Total
Program Services	3048	ProgramServices

Interest Interest

Field	Value	IRS element (for citing)
Total	487953	Total
Program Services	487953	ProgramServices

Payments To Affiliates PaymentsToAffiliates

Field	Value	IRS element (for citing)
Total	0	Total

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	635015	Total
Program Services	628665	ProgramServices
Management And General	6350	ManagementAndGeneral

Insurance Insurance

Field	Value	IRS element (for citing)
Total	94055	Total
Program Services	93114	ProgramServices
Management And General	941	ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	Management And GeneralManagementAndGeneral
FOOD	187368	187368
REPAIRS & MAINTENANCE	82609	81783	826
MEALS & ENTERTAINMENT	60041	60041
EMPLOYEE RECREATION	23575	23575

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	9100	Total
Program Services	9100	ProgramServices

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	3366943	Total
Program Services	3096228	ProgramServices
Management And General	270715	ManagementAndGeneral
Fundraising	0	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	1177267	BOY
EOY	1365193	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	720640	BOY
EOY	1470147	EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	13403	BOY
EOY	28305	EOY

Receivables From Officers Etc ReceivablesFromOfficersEtc

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Receivables From Disqual Persons ReceivablesFromDisqualPersons

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

Field	Value	IRS element (for citing)
BOY	7965	BOY
EOY	11375	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	287692	BOY
EOY	239965	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	22239415	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	3252025	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	19547681	BOY
EOY	18987390	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Investments Other Securities InvestmentsOtherSecurities

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Investments Program Related InvestmentsProgramRelated

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Intangible Assets IntangibleAssets

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Other Assets Total OtherAssetsTotal

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	21754648	BOY
EOY	22102375	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	342289	BOY
EOY	343636	EOY

Grants Payable GrantsPayable

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Deferred Revenue DeferredRevenue

Field	Value	IRS element (for citing)
BOY	7092	BOY
EOY	52	EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

Field	Value	IRS element (for citing)
BOY	20167142	BOY
EOY	19546209	EOY

Escrow Account Liability EscrowAccountLiability

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Loans From Officers Directors LoansFromOfficersDirectors

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Unsecured Notes Loans Payable UnsecuredNotesLoansPayable

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
BOY	2267830	BOY
EOY	2433430	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	22784353	BOY
EOY	22323327	EOY

Field	Value	IRS element (for citing)
Follow SFAS117	X	FollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	-1029705	BOY
EOY	-220952	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	-1029705	BOY
EOY	-220952	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	21754648	BOY
EOY	22102375	EOY

Field	Value	IRS element (for citing)
Reconcilation Revenue Expenses	808753	ReconcilationRevenueExpenses
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	false	AccountantCompileOrReview
FS Audited	true	FSAudited
Audit Committee	true	AuditCommittee
Financial Statement Separate	X	FinancialStatementSeparate
Federal Grant Audit Required	false	FederalGrantAuditRequired

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Publicly Supported Org509a2	X	PubliclySupportedOrg509a2

Gifts Grants Contrib Received509 GiftsGrantsContribReceived509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	8540	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	14581	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	9540	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	11866	CurrentTaxYearMinus1Year
Current Tax Year	10885	CurrentTaxYear
Total	55412	Total

Gross Receipts From Admissions GrossReceiptsFromAdmissions

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	2297018	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	3644845	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	3868115	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	4001349	CurrentTaxYearMinus1Year
Current Tax Year	4159604	CurrentTaxYear
Total	17970931	Total

Total509 Total509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	2305558	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	3659426	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	3877655	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	4013215	CurrentTaxYearMinus1Year
Current Tax Year	4170489	CurrentTaxYear
Total	18026343	Total

Field	Value	IRS element (for citing)
Public Support Total509	18026343	PublicSupportTotal509

Gross Investment Income509 GrossInvestmentIncome509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	9746	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	14607	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	14607	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	7375	CurrentTaxYearMinus1Year
Current Tax Year	5207	CurrentTaxYear
Total	51542	Total

Investment Income And UBTI InvestmentIncomeAndUBTI

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	9746	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	14607	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	14607	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	7375	CurrentTaxYearMinus1Year
Current Tax Year	5207	CurrentTaxYear
Total	51542	Total

Total Support Total TotalSupportTotal

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	2315304	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	3674033	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	3892262	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	4020590	CurrentTaxYearMinus1Year
Current Tax Year	4175696	CurrentTaxYear
Total	18077885	Total

Field	Value	IRS element (for citing)
Public Support Percentage509	0.99715	PublicSupportPercentage509
Prior Year Support Percentage	0.99610	PriorYearSupportPercentage
Investment Income Percentage	0.00285	InvestmentIncomePercentage
Prior Yr Invest Income Percentage	0.00390	PriorYrInvestIncomePercentage
Thirty Three Percnt Tests CY509	X	ThirtyThreePercntTestsCY509

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Art Public Exhibition Amts		ArtPublicExhibitionAmts
Held Works Of Art Amts		HeldWorksOfArtAmts
Current Year Minus3 Years		CurrentYearMinus3Years

Land Land

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	3138500	OtherCostOrOtherBasis
Book Value	3138500	BookValue

Buildings Buildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	17681026	OtherCostOrOtherBasis
Depreciation	2485233	Depreciation
Book Value	15195793	BookValue

Leasehold Improvements LeaseholdImprovements

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	69964	OtherCostOrOtherBasis
Depreciation	18362	Depreciation
Book Value	51602	BookValue

Equipment Equipment

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	110701	OtherCostOrOtherBasis
Depreciation	91554	Depreciation
Book Value	19147	BookValue

Other Land Buildings OtherLandBuildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	1239224	OtherCostOrOtherBasis
Depreciation	656876	Depreciation
Book Value	582348	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	18987390	TotalOfBookValueLandBuildings
Federal Income Tax Liability	0	FederalIncomeTaxLiability

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
Description	SECURITY DEPOSITS	Description
Amount	$2,433,430	Amount

Field	Value	IRS element (for citing)
Total Of Amounts	2433430	TotalOfAmounts
Total Revenue	4175696	TotalRevenue
Total Expenses	3366943	TotalExpenses
Excess Or Deficit For Year	808753	ExcessOrDeficitForYear
Excess Or Deficit Per FS	808753	ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt	4171000	TotRevenueEtcAuditedFinclStmt
Other Revenues	511	OtherRevenues
Revenue Not Rptd F990	511	RevenueNotRptdF990
Revenue Subtotal	4170489	RevenueSubtotal
Other Revenues Not Included	5207	OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt	5207	RevenueNotRptdOnFinStmt
Total Revenue Per Form990	4175696	TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt	3362000	TotExpensesEtcAuditedFinclStmt
Other Expenses Included	264	OtherExpensesIncluded
Expenses Not Rptd F990	264	ExpensesNotRptdF990
Expenses Subtotal	3361736	ExpensesSubtotal
Other Expenses Not Included	5207	OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt	5207	ExpensesNotRptdOnFinStmt
Total Expenses Per Form990	3366943	TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)

IdentifierIdentifier	ExplanationExplanation
PART XII, LINE 2D	ROUNDING IN FINANCIAL STATEMENTS - $511
PART XII, LINE 4B	INTEREST INCOME - $5,207
PART XIII, LINE 2D	ROUNDING IN FINANCIAL STATEMENTS - $264
PART XIII, LINE 4B	INTEREST INCOME - $5,207
PART X	THE ORGANIZATION HAS EVALUATED ITS TAX POSITION FOR UNCERTAINTY AND HAS NO UNRECOGNIZED TAX MATTERS THAT ARE REQUIRED TO BE DISCLOSED.

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI (3 entries)

Issuer EINIssuerEIN	Date IssuedDateIssued	Issue PriceIssuePrice	Description Of PurposeDescriptionOfPurpose	DefeasedDefeased	On Behalf Of IssuerOnBehalfOfIssuer	Pool FinancingPoolFinancing
CITY OF DODGE CENTER MINNESOTA
416005101	2005-09-15	8000000	FINANCE MULTIFAMILY RENTAL HOU	false	false	false
CITY OF MANTORVILLE MINNESOTA
410850501	2005-09-15	6410000	FINANCE MULTIFAMILY RENTAL HOU	false	false	false
CITY OF ORONOCO MINNESOTA
410944643	2005-09-15	6405000	FINANCE MULTIFAMILY RENTAL HOU	false	false	false

Form990 Schedule K Part II Form990ScheduleKPartII (3 entries)

Total ProceedsTotalProceeds	Issuance Costs From ProceedsIssuanceCostsFromProceeds	Working Capital ExpendituresWorkingCapitalExpenditures	Capital ExpendituresCapitalExpenditures	Year Of Subst CompletionYearOfSubstCompletion	Current RefundingCurrentRefunding	Advance RefundingAdvanceRefunding	Final Allocation MadeFinalAllocationMade	Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind
8000000	187855	249820	7313659	2007	false	false	true	true
6410000	150518	200168	2860069	2007	false	false	true	true
6405000	150401	200012	5855498	2007	false	false	true	true

Form990 Schedule K Part III Form990ScheduleKPartIII (3 entries)

Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers
0
0
0

Form990 Schedule K Part IV Form990ScheduleKPartIV (3 entries)

Form8038 T FiledForm8038TFiled	Variable Rate IssueVariableRateIssue	Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds	Superintegrated HedgeSuperintegratedHedge	Hedge TerminatedHedgeTerminated	Gross Proceeds Invested In GICGrossProceedsInvestedInGIC	Business Name Line1NameOfGICProvider/BusinessNameLine1	Gross Proceeds InvestedGrossProceedsInvested	Exception To RebateExceptionToRebate
0
false	false	false	false	false	false	0	false	false
0
false	false	false	false	false	false	0	false	false
0
false	false	false	false	false	false	0	false	false

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (10 entries)

IdentifierIdentifier	ExplanationExplanation
PART I, LINE 1 AND PART III, LINE 1	PHS/VOA Rochester, Inc. was formed in 2003 to establish and provide for elderly and handicapped persons housing, assisted living, medical care and other services. These services are specifically designed to meet their physical, spiritual and emotional needs, and to contribute to their health, security, and happiness in longer living.
PART VI, SECTION A, LINE 6	VOA NATIONAL SERVICES AND PRESBYTERIAN HOMES AND SERVICES ARE MEMBERS.
PART VI, SECTION A, LINE 7A	VOA NATIONAL SERVICES AND PRESBYTERIAN HOMES AND SERVICES HAVE THE RIGHT TO ELECT OR APPOINT DIRECTORS.
PART VI, SECTION A, LINE 7B	VOA NATIONAL SERVICES AND PRESBYTERIAN HOMES AND SERVICES APPROVES AMENDMENTS TO THE ARTICLES AND BYLAWS.
PART VI, SECTION B, LINE 11	THE TAX RETURN IS PROVIDED TO THE BOARD OF DIRECTORS FOR REVIEW. THEY ARE GIVEN 5 DAYS TO REVIEW THE RETURN AND GIVE COMMENTS. AFTER THE COMMENTS ARE TAKEN CARE OF, THE TAX RETURN IS FILED.
PART VI, SECTION B, LINE 12	THE POLICY REQUIRES OFFICERS, DIRECTORS, AND KEY EMPLOYEES TO DISCLOSE ANNUALLY INTERESTS THAT COULD GIVE RISE TO CONFLICTS. THE POLICY AND DISCLOSURE FORM ARE DISTRIBUTED AND COLLECTED ANNUALLY, AND INDIVIDUALS ARE REQUIRED TO UPDATE THE DISCLOSURE FORM THORUGHOUT THE YEAR IN THE EVENT POTENTIAL CONFLICTS ARISE. POTENTIAL CONFLICTS OF INTEREST ARE REVIEWED BY THE BOARD OF DIRECTORS.
PART VI, SECTION B, LINE 13	The organization follows the Whistleblower Policy adopted by its managing member, Volunteers of America National Services.
PART VI, SECTION B, LINE 14	The organization follows the Document Retention and Destruction Policy adopted by its managing member, Volunteers of America National Services.
Part VI, Section B, Line 15	The Boards of VOA National Services and Presbyterian Homes and Services have a compensation committee that determines the compensation for all levels.
PART VI, SECTION C, LINE 19	THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.