HOMESTEAD AT ROCHESTER INC: Form 990, tax year 2010

View the entire original 990 at ProPublica ↗

Organization: HOMESTEAD AT ROCHESTER INC (EIN 30-0186547)
Tax period: 2010-07-01 to 2011-06-30
Filed: 2012-05-14
IRS object ID: 201211359349301766
Schema version: 2010v3.7
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	2012-05-14T09:45:51-04:00	Timestamp
Tax Period End Date	2011-06-30	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	2010-07-01	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)
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	2012-05-14	DateSigned

Preparer Preparer

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

Field	Value	IRS element (for citing)
Tax Year	2010	TaxYear
Build TS	2016-02-24 21:20:13Z	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	4020590	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	43	TotalNbrEmployees
Total Nbr Volunteers	3	TotalNbrVolunteers
Total Gross UBI	0	TotalGrossUBI
Contributions Grants Prior Year	9540	ContributionsGrantsPriorYear
Contributions Grants Current Year	11866	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	3868115	ProgramServiceRevenuePriorYear
Program Service Revenue CY	4001349	ProgramServiceRevenueCY
Investment Income Prior Year	14607	InvestmentIncomePriorYear
Investment Income Current Year	7375	InvestmentIncomeCurrentYear
Other Revenue Prior Year	0	OtherRevenuePriorYear
Other Revenue Current Year	0	OtherRevenueCurrentYear
Total Revenue Prior Year	3892262	TotalRevenuePriorYear
Total Revenue Current Year	4020590	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	807923	SalariesEtcPriorYear
Salaries Etc Current Year	812805	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	3028229	OtherExpensePriorYear
Other Expenses Current Year	2656804	OtherExpensesCurrentYear
Total Expenses Prior Year	3836152	TotalExpensesPriorYear
Total Expenses Current Year	3469609	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	56110	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	550981	RevenuesLessExpensesCY
Total Assets BOY	21792956	TotalAssetsBOY
Total Assets EOY	21754648	TotalAssetsEOY
Total Liabilities BOY	23373642	TotalLiabilitiesBOY
Total Liabilities EOY	22784353	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	-1580686	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	-1029705	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	3209081	Expense
Revenue	4001349	Revenue
Description	PHS/VOA ROCHESTER, INC. provides independent and assisted living services for seniors in Minnesota.	Description
Total Program Service Expense	3209081	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	4	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Number Of Employees	43	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	true	CompensationProcessCEO
Compensation Process Other	true	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
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
TOM TURNBULL
SECRETARY	3.0	X	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	165645
VOA NATIONAL SERVICES
7530 MARKET PLACE DRIVE	EDEN PRAIRIE	MN	55344	MANAGEMENT	200662

Field	Value	IRS element (for citing)
Number Of Contractors GT100 K	2	NumberOfContractorsGT100K
All Other Contributions	11866	AllOtherContributions
Noncash Contributions	3371	NoncashContributions
Total Contributions	11866	TotalContributions

Program Service Revenue ProgramServiceRevenue (2 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome
NURSING/THERAPY	623000	3771367	3771367
RESIDENT SERVICES	623990	229982	229982

Field	Value	IRS element (for citing)
Total Program Service Revenue	4001349	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	7375	TotalRevenueColumn
Exclusion	$7,375	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	4020590	TotalRevenueColumn
Related Or Exempt Function Income	4001349	RelatedOrExemptFunctionIncome
Exclusion	$7,375	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	640631	Total
Program Services	600394	ProgramServices
Management And General	40237	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	113862	Total
Program Services	106619	ProgramServices
Management And General	7243	ManagementAndGeneral

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	58312	Total
Program Services	58312	ProgramServices

Fees For Services Management FeesForServicesManagement

Field	Value	IRS element (for citing)
Total	200662	Total
Management And General	200662	ManagementAndGeneral

Fees For Services Legal FeesForServicesLegal

Field	Value	IRS element (for citing)
Total	3391	Total
Program Services	3391	ProgramServices

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	8500	Total
Program Services	8500	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	196468	Total
Program Services	196468	ProgramServices

Advertising Advertising

Field	Value	IRS element (for citing)
Total	19686	Total
Program Services	19686	ProgramServices

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	77454	Total
Program Services	77454	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	451448	Total
Program Services	447253	ProgramServices
Management And General	4195	ManagementAndGeneral

Travel Travel

Field	Value	IRS element (for citing)
Total	7842	Total
Program Services	7842	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	1775	Total
Program Services	1775	ProgramServices

Interest Interest

Field	Value	IRS element (for citing)
Total	613153	Total
Program Services	613153	ProgramServices

Payments To Affiliates PaymentsToAffiliates

Field	Value	IRS element (for citing)
Total	0	Total

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	629627	Total
Program Services	623331	ProgramServices
Management And General	6296	ManagementAndGeneral

Insurance Insurance

Field	Value	IRS element (for citing)
Total	93000	Total
Program Services	92070	ProgramServices
Management And General	930	ManagementAndGeneral

Other Expenses OtherExpenses (5 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	Management And GeneralManagementAndGeneral
FOOD	176604	176604
REPAIRS & MAINTENANCE	96478	95513	965
MEALS & ENTERTAINMENT	39893	39893
BAD DEBT	26000	26000
DUES & SUBSCRIPTIONS	7643	7643

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	7180	Total
Program Services	7180	ProgramServices

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	3469609	Total
Program Services	3209081	ProgramServices
Management And General	260528	ManagementAndGeneral
Fundraising	0	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	644440	BOY
EOY	1177267	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	711353	BOY
EOY	720640	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	11901	BOY
EOY	13403	EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

Field	Value	IRS element (for citing)
BOY	12217	BOY
EOY	7965	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	336618	BOY
EOY	287692	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	22215382	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	2667701	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	20076427	BOY
EOY	19547681	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	21792956	BOY
EOY	21754648	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	350080	BOY
EOY	342289	EOY

Deferred Revenue DeferredRevenue

Field	Value	IRS element (for citing)
BOY	63137	BOY
EOY	7092	EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

Field	Value	IRS element (for citing)
BOY	20727495	BOY
EOY	20167142	EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

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

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
BOY	2232930	BOY
EOY	2267830	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	23373642	BOY
EOY	22784353	EOY

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

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	-1580686	BOY
EOY	-1029705	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	-1580686	BOY
EOY	-1029705	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	21792956	BOY
EOY	21754648	EOY

Field	Value	IRS element (for citing)
Reconcilation Revenue Expenses	550981	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	81358	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	8540	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	14581	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	9540	CurrentTaxYearMinus1Year
Current Tax Year	11866	CurrentTaxYear
Total	125885	Total

Gross Receipts From Admissions GrossReceiptsFromAdmissions

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	1200153	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	2297018	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	3644845	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	3868115	CurrentTaxYearMinus1Year
Current Tax Year	4001349	CurrentTaxYear
Total	15011480	Total

Total509 Total509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	1281511	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	2305558	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	3659426	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	3877655	CurrentTaxYearMinus1Year
Current Tax Year	4013215	CurrentTaxYear
Total	15137365	Total

Field	Value	IRS element (for citing)
Public Support Total509	15137365	PublicSupportTotal509

Gross Investment Income509 GrossInvestmentIncome509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	12263	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	9746	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	14607	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	14607	CurrentTaxYearMinus1Year
Current Tax Year	7375	CurrentTaxYear
Total	58598	Total

Investment Income And UBTI InvestmentIncomeAndUBTI

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	12263	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	9746	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	14607	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	14607	CurrentTaxYearMinus1Year
Current Tax Year	7375	CurrentTaxYear
Total	58598	Total

Total Support Total TotalSupportTotal

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	1293774	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	2315304	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	3674033	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	3892262	CurrentTaxYearMinus1Year
Current Tax Year	4020590	CurrentTaxYear
Total	15195963	Total

Field	Value	IRS element (for citing)
Public Support Percentage509	0.99614	PublicSupportPercentage509
Prior Year Support Percentage	0.00000	PriorYearSupportPercentage
Investment Income Percentage	0.00386	InvestmentIncomePercentage
Prior Yr Invest Income Percentage	0.00000	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

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	2043208	Depreciation
Book Value	15637818	BookValue

Leasehold Improvements LeaseholdImprovements

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	57745	OtherCostOrOtherBasis
Depreciation	12323	Depreciation
Book Value	45422	BookValue

Equipment Equipment

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	106573	OtherCostOrOtherBasis
Depreciation	78713	Depreciation
Book Value	27860	BookValue

Other Land Buildings OtherLandBuildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	1231538	OtherCostOrOtherBasis
Depreciation	533457	Depreciation
Book Value	698081	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	19547681	TotalOfBookValueLandBuildings
Federal Income Tax Liability	0	FederalIncomeTaxLiability

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
Description	SECURITY DEPOSITS	Description
Amount	$2,267,830	Amount

Field	Value	IRS element (for citing)
Total Of Amounts	2267830	TotalOfAmounts
Total Revenue	4020590	TotalRevenue
Total Expenses	3469609	TotalExpenses
Excess Or Deficit For Year	550981	ExcessOrDeficitForYear
Excess Or Deficit Per FS	550981	ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt	4013000	TotRevenueEtcAuditedFinclStmt
Revenue Subtotal	4013000	RevenueSubtotal
Other Revenues Not Included	7590	OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt	7590	RevenueNotRptdOnFinStmt
Total Revenue Per Form990	4020590	TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt	3462000	TotExpensesEtcAuditedFinclStmt
Expenses Subtotal	3462000	ExpensesSubtotal
Other Expenses Not Included	7609	OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt	7609	ExpensesNotRptdOnFinStmt
Total Expenses Per Form990	3469609	TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)

IdentifierIdentifier	ExplanationExplanation
PART XII, LINE 4B	INTEREST INCOME - $7,375 ROUNDING IN FINANCIAL STATEMENTS - $215
PART XIII, LINE 4B	INTEREST INCOME - $7,375 ROUNDING IN FINANCIAL STATEMENTS - $234
PART X	THE ORGANIZATION HAS EVALUATED ITS TAX POSITIONS 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 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	Gross Proceeds InvestedGrossProceedsInvested	Exception To RebateExceptionToRebate
false	false	false	false	false	false	false	false
false	false	false	false	false	false	false	false
false	false	false	false	false	false	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.