Civic Intelligence

Presbyterian Homes of Wisconsin Inc

EIN 39-6054152 • 501(c)3 • Roseville, MN

View Organization Page

Profile

The mission of the organization is to honor god by enriching the lives and touching the hearts of older adults.

2845 N Hamline AveRoseville, MN 55113

www.preshomes.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

28th percentile

0.04x

Higher debt load relative to assets than 28% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

72nd percentile

0.60x

Higher debt load relative to revenue than 72% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

69th percentile

15%

Higher net margin than 69% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

97th percentile

$1,089,847

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 100.3% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

62nd percentile

8.3%

Faster asset growth than 62% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

96th percentile

211%

Faster revenue growth than 96% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$15,999,326

Up $1,220,662 (+8.3%) from 2023

Liabilities

Up

$646,405

Up $391,224 (+153%) from 2023

Net Assets

Up

$15,352,921

Up $829,438 (+5.7%) from 2023

Operations
Liabilities / Revenue72nd percentileNet Margin69th percentile

Revenue

Up

$1,086,389

Up $737,126 (+211%) from 2023

Expenses

Up

$919,990

Up $551,896 (+150%) from 2023

Net Income

Up

$166,399

Up $185,230 (+984%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth62nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$20M$15M$10M$5.0M$0-$5.0MAssets 2010: $6,374,065Liabilities 2010: $29,585Net Assets 2010: $6,344,4802010Assets 2011: $6,478,737Liabilities 2011: $56,715Net Assets 2011: $6,422,0222011Assets 2012: $7,127,051Liabilities 2012: $125,601Net Assets 2012: $7,001,4502012Assets 2013: $9,063,955Liabilities 2013: $103,064Net Assets 2013: $8,960,8912013Assets 2014: $9,207,515Liabilities 2014: $21,060Net Assets 2014: $9,186,4552014Assets 2015: $9,925,550Liabilities 2015: $20,988Net Assets 2015: $9,904,5622015Assets 2016: $10,936,930Liabilities 2016: $63,023Net Assets 2016: $10,873,9072016Assets 2017: $11,936,196Liabilities 2017: $16,302Net Assets 2017: $11,919,8942017Assets 2018: $11,751,095Liabilities 2018: $23,656Net Assets 2018: $11,727,4392018Assets 2019: $13,521,885Liabilities 2019: -$1,200Net Assets 2019: $13,523,0852019Assets 2020: $14,237,380Liabilities 2020: $0Net Assets 2020: $14,237,3802020Assets 2021: $15,509,861Liabilities 2021: $21,841Net Assets 2021: $15,488,0202021Assets 2022: $14,265,337Liabilities 2022: $21,839Net Assets 2022: $14,243,4982022Assets 2023: $14,778,664Liabilities 2023: $255,181Net Assets 2023: $14,523,4832023Assets 2024: $15,999,326Liabilities 2024: $646,405Net Assets 2024: $15,352,9212024

Highlighted filing

2024

Assets$15,999,326
Liabilities$646,405
Net Assets$15,352,921
Open 2024 Filing

Operations Trend

Revenue Growth96th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.0M$0-$1.0MExpenses 2010: $403,0232010Expenses 2011: $310,0382011Expenses 2012: $321,8492012Revenue 2013: $541,069Expenses 2013: $316,499Net Income 2013: $224,5702013Revenue 2014: $399,613Expenses 2014: $406,504Net Income 2014: -$6,8912014Revenue 2015: $1,289,483Expenses 2015: $382,353Net Income 2015: $907,1302015Revenue 2016: $1,116,432Expenses 2016: $353,388Net Income 2016: $763,0442016Revenue 2017: $1,156,087Expenses 2017: $308,100Net Income 2017: $847,9872017Revenue 2018: $514,820Expenses 2018: $773,275Net Income 2018: -$258,4552018Revenue 2019: $1,919,111Expenses 2019: $70,465Net Income 2019: $1,848,6462019Revenue 2020: $765,650Expenses 2020: $70,355Net Income 2020: $695,2952020Revenue 2021: $909,920Expenses 2021: $70,280Net Income 2021: $839,6402021Revenue 2022: $181,333Expenses 2022: $146,994Net Income 2022: $34,3392022Revenue 2023: $349,263Expenses 2023: $368,094Net Income 2023: -$18,8312023Revenue 2024: $1,086,389Expenses 2024: $919,990Net Income 2024: $166,3992024

Highlighted filing

2024

Revenue$1,086,389
Expenses$919,990
Net Income$166,399
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$15,999,326
Liabilities
$646,405
Net assets
$15,352,921
Revenue
$1,086,389
Expenses
$919,990
Net income
$166,399
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.0$0.65$15.4$1.09$0.92$0.17
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.8$0.26$14.5$0.35$0.37$0.02
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.3$0.02$14.2$0.18$0.15$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.5$0.02$15.5$0.91$0.07$0.84
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.2$0.00$14.2$0.77$0.07$0.70
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.5$0.00$13.5$1.92$0.07$1.85
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.8$0.02$11.7$0.51$0.77$0.26
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.9$0.02$11.9$1.16$0.31$0.85
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.9$0.06$10.9$1.12$0.35$0.76
2015Detailed filing. Detailed filing data is available for this year.$9.93$0.02$9.90$1.29$0.38$0.91
2014Detailed filing. Detailed filing data is available for this year.$9.21$0.02$9.19$0.40$0.41$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.06$0.10$8.96$0.54$0.32$0.22
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.13$0.13$7.00$0.32
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.48$0.06$6.42$0.31
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.37$0.03$6.34$0.40
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Aug 12, 2025
Return Version
2023v6.0
Gross Receipts
$1,086,389
Mission and Program Overview

Mission

The mission of the organization is to honor god by enriching the lives and touching the hearts of older adults.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$4,851,199$5,788,857▲ $937,658
Savings and Temporary Cash Investments$189,242$251,291▲ $62,049
Accounts Receivable$50,077$143,023▲ $92,946
Land, Buildings, and Equipment, Net$23,883$23,838▼ $45
Cash and Non-Interest-Bearing Accounts-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$-1-
Total Assets$14,778,664$15,999,326▲ $1,220,662
Other Assets Total$9,664,263$9,792,318▲ $128,055
Liabilities
Other Liabilities$213,768$590,267▲ $376,499
Accounts Payable and Accrued Expenses$41,413$56,138▲ $14,725
Total Liabilities$255,181$646,405▲ $391,224
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$11,863,841$12,234,070▲ $370,229
Net Assets With Donor Restrictions$2,659,642$3,118,851▲ $459,209
Total Net Assets Fund Balance$14,523,483$15,352,921▲ $829,438
Total Liabilities and Net Assets / Fund Balance$14,778,664$15,999,326▲ $1,220,662

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$23,838$5,822$29,660
Other Assets Org$59,600--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$2,659,642-▲ $608,231$149,022$3,118,851
2022$2,476,780-▲ $329,839$146,977$2,659,642
2021$3,242,091-▼ $618,612$146,699$2,476,780
2020$2,831,564-▲ $555,011$144,484$3,242,091
2019$2,812,569-▲ $158,241$139,246$2,831,564
Compensation and Service Providers
Top Officer Pay97th percentile

Board Members and Trustees

NameTitle
Frank HabibBoard Chair
Dean MullerBrd Vice Chair
Martha BrownBrd Vice Chair
Duane LarsonBoard Member
Jeffrey HeinBoard Member
Keith PierceBoard Member
Rev Lisa HeckmanBoard Member
Kevin SjostromBoard Secretary
Dan LindhCEO
Mark MeyerTreasurer/CFO
Jonathan FletcherVP Development
Mark PedersonVP Operations
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,086,328
Investment Income
$0
Other Revenue
$61
Change in Net Assets
$166,399
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$795,043
Other Expenses$88,203
Grants and Similar Amounts Paid$36,744
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$620,238$96,869-$717,107
Payroll Taxes$46,071$7,195-$53,266
Information Technology-$41,604-$41,604
Grants to Domestic Orgs$36,744--$36,744
Other Employee Benefits$18,053$2,820-$20,873
Occupancy-$19,179-$19,179
Travel$6,626--$6,626
Advertising$6$4,962-$4,968
Depreciation Depletion$4,719--$4,719
Pension Plan Contributions$3,284$513-$3,797
Other Expenses$5,562$2,799-$2,799
Office Expenses-$2,418-$2,418
Conferences and Meetings$328--$328
Total Functional Expenses$741,631$178,359$0$919,990
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Avalon Square IncRoseville, MN-Support Operations$23,516
Kirkland Crossings IncRoseville, MN-Support Operations$13,228
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Affiliates$590,267
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 6

“The sole member of the organization is presbyterian homes & services.”

Form 990, Part VI, Section B, Line 11B

“Prior to filing with the irs, the organization's form 990 is made available to the governing body of the member that controls management of the organization and appoints some or all directors to the organization. Officers and management of the organization have been involved in the preparation of the form 990 and remain accountable to the governing body through regular review of financial reports and related information.”

Form 990, Part VI, Section B, Line 12C

“The organization obtains annually written disclosure from governing body members, officers and key employees. Management and officers review these disclosures and evaluate whether the interest could result in a conflict and then take the necessary steps to remediate any such conflict.”

Form 990, Part VI, Section C, Line 19

“The organization makes available its governing documents and conflict of interest policy upon request. Financial statements are available on the organization's website.”

Form 990, Part VII, Section A

“Sharing of hoursofficers & key employees share their hours between the filing organization and its related organizations.”

Filing and Contact Details

Filer

Filer Name
Presbyterian Homes of Wisconsin Inc
EIN
39-6054152
Phone
6516316162
Address
2845 N HAMLINE AVE, ROSEVILLE, MN 55113

Signing Officer

Name
Mark Meyer
Title
CFO
Signed
2025-08-12

Organization Details

Principal Officer
Jonathan Fletcher
Formed
1957
Legal Domicile
Wi
Voting Board Members
6
Independent Board Members
4
Employees
0
Volunteers
9
Supplemental Narrative

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

“Presbyterian homes of wisconsin, inc.'s endowment was established to support older adult services in the milwaukee, wi. Area through program assistance and financial assistance for those seniors who cannot afford care and related services to remain vital and in their homes.”

Part X : FIN48 Footnote

“The organization and its affiliates are generally exempt from income taxes under section 501(c)(3) of the internal revenue code and applicable sections of the state statutes; consequently, no provision has been made for income taxes. However, there are immaterial amounts of unrelated business income in certain affiliates that are taxable.the organization follows the accounting standard for contingencies in evaluating uncertain tax positions. The organization files information returns as a tax-exempt organization. Should that status be challenged in the future, all years since inception could be subject to review by the irs.”

Raw XML AppendixShowing 400 of 606 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/AccountsReceivableGrp/EOYAmt0143023
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE MISSION OF THE ORGANIZATION IS TO HONOR GOD BY ENRICHING THE LIVES AND TOUCHING THE HEARTS OF OLDER ADULTS.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt04962
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IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd055113
IRS990/BusinessRlnWith35CtrlEntInd0false
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IRS990/CashNonInterestBearingGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0328
IRS990/ConferencesMeetingsGrp/TotalAmt0328
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0true
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt036744
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt088203
IRS990/CYOtherRevenueAmt061
IRS990/CYProgramServiceRevenueAmt01086328
IRS990/CYRevenuesLessExpensesAmt0166399
IRS990/CYSalariesCompEmpBnftPaidAmt0795043
IRS990/CYTotalExpensesAmt0919990
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IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01086389
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0true
IRS990/DepreciationDepletionGrp/ProgramServicesAmt04719
IRS990/DepreciationDepletionGrp/TotalAmt04719
IRS990/Desc0Significantly expanding our rehabilitation services (physical therapy, speech-language pathology, occupational therapy and other supportive services) to nearly all PHS communities so that residents can receive therapy at their PHS campus, coordinated with fitness, wellness, life enrichment and other services. These expanded on-site services reduced the time and expense for residents and families traveling to receive rehabilitation services off-site.
IRS990/DescribedInSection501c3Ind0true
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IRS990/DonorRestrictionNetAssetsGrp/EOYAmt03118851
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IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt00
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IRS990/ExpenseAmt0704887
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IRS990/FeesForServicesLegalGrp/TotalAmt00
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IRS990/Form990PartVIISectionAGrp/PersonNm1MARK MEYER
IRS990/Form990PartVIISectionAGrp/PersonNm2JONATHAN FLETCHER
IRS990/Form990PartVIISectionAGrp/PersonNm3MARK PEDERSON
IRS990/Form990PartVIISectionAGrp/PersonNm4KEVIN SJOSTROM
IRS990/Form990PartVIISectionAGrp/PersonNm5FRANK HABIB
IRS990/Form990PartVIISectionAGrp/PersonNm6MARTHA BROWN
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IRS990/ProgSrvcAccomActy2Grp/Desc0Presbyterian Homes was established in 1957 to provide a place where older men and women could live with confidence, independence, security and dignity. Through partnerships with other non-profit organizations and institutions, we provide quality residential communities, services, resources and information to senior adults and their families. Within a continuum care environment, we offer a range of services to address the needs of both independent and frail senior adults. As a non-profit organization, one of our primary objectives is to allow seniors in our care to remain as independent as possible for as long as possible. * Through our Benevolent Fund, we are able to offer reduced rates to low-income individuals.
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0PART I, LINE 12G(iv): LISTED IN GOVERNING DOCUMENTSTHE SUPPORTED ORGANIZATIONS OF PRESBYTERIAN HOMES OF WISCONSIN, INC. AREN'T LISTED IN THE GOVERNING DOCUMENTS BY NAME, INSTEAD THE GOVERNING DOCUMENTS LIST THE CHARITABLE CLASS AND PURPOSE SUPPORTED BY THE TAXPAYER AND ITS SUPPORTED ORGANIZATION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1PRESBYTERIAN HOMES OF WISCONSIN, INC. (PHW) AND ITS SUPPORTED ORGANIZATIONS' PURPOSE IS TO SERVE ELDERLY PERSONS BY AQCUIRING, DEVELOPING, MANAGING, OR OPERATING ONE MORE NON-PROFIT HOMES OR OTHER FACILITIES FOR THE ELDERY. PHW AND ITS SUPPORTED ORGANIZATIONS PROVIDE ELDERLY PERSONS WITH HOUSING, BOARD, MEDICAL, NURSING AND PHYSICAL CARE, AND OTHER SERVICES TO HELP THEM LEAD SATISFYING LIVES IN A CHRISTIAN ATMOSPHERE.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part I: Additional Information
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Part I, Line 12f: Supported Org Not Named in Organizing Documents
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2Part IV, Section A, Line 1: Description Of How Supported Organizations Are Desigated
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0AVALON SQAURE INC
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