Civic Intelligence

Phw Menomonee Falls Inc.

990 • Fiscal year 2015 • EIN 46-3069542

Oct 01, 2014 to Sep 30, 2015 • Filed on Aug 11, 2016

Organization ProfileWWW.PRESHOMES.COM
2845 N Hamline AveRoseville, MN 55113

(651) 631-6162

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

91st percentile

1.00x

Higher debt load relative to assets than 91% of similar nonprofits.

2015 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2015

Liabilities / Revenue

100th percentile

930.50x

Higher debt load relative to revenue than 100% of similar nonprofits.

2015 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2015

Net Margin

8th percentile

-23%

Higher net margin than 8% of similar nonprofits.

2015 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2015

Top Officer Pay

84th percentile

$798,531

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 1306.9% of source-year revenue.

2015 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2015

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Balance Sheet
Liabilities / Assets91st percentile

Assets

$56,950,679

No earlier filing loaded for comparison.

Net Assets

$98,079

No earlier filing loaded for comparison.

Liabilities

$56,852,600

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue100th percentileNet Margin8th percentile

Revenue

$61,099

No earlier filing loaded for comparison.

Expenses

$75,351

No earlier filing loaded for comparison.

Net Income

-$14,252

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150M$100M$50M$0-$50MAssets 2015: $56,950,679Liabilities 2015: $56,852,600Net Assets 2015: $98,0792015Assets 2016: $48,060,531Liabilities 2016: $49,599,707Net Assets 2016: -$1,539,1762016Assets 2017: $47,591,015Liabilities 2017: $49,279,553Net Assets 2017: -$1,688,5382017Assets 2018: $47,269,038Liabilities 2018: $48,689,956Net Assets 2018: -$1,420,9182018Assets 2019: $46,831,900Liabilities 2019: $48,240,377Net Assets 2019: -$1,408,4772019Assets 2020: $45,853,181Liabilities 2020: $47,535,648Net Assets 2020: -$1,682,4672020Assets 2021: $45,125,918Liabilities 2021: $46,917,639Net Assets 2021: -$1,791,7212021Assets 2022: $44,892,373Liabilities 2022: $46,158,873Net Assets 2022: -$1,266,5002022Assets 2023: $45,211,141Liabilities 2023: $45,535,023Net Assets 2023: -$323,8822023Assets 2024: $105,343,567Liabilities 2024: $104,535,154Net Assets 2024: $808,4132024

Highlighted filing

2015

Assets$56,950,679
Liabilities$56,852,600
Net Assets$98,079
Open 2015 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0MRevenue 2015: $61,099Expenses 2015: $75,351Net Income 2015: -$14,2522015Revenue 2016: $2,707,123Expenses 2016: $4,344,378Net Income 2016: -$1,637,2552016Revenue 2017: $6,853,594Expenses 2017: $7,002,956Net Income 2017: -$149,3622017Revenue 2018: $7,438,938Expenses 2018: $7,171,318Net Income 2018: $267,6202018Revenue 2019: $7,847,758Expenses 2019: $7,835,317Net Income 2019: $12,4412019Revenue 2020: $7,898,997Expenses 2020: $8,172,987Net Income 2020: -$273,9902020Revenue 2021: $7,810,658Expenses 2021: $7,919,912Net Income 2021: -$109,2542021Revenue 2022: $8,440,324Expenses 2022: $7,915,099Net Income 2022: $525,2252022Revenue 2023: $9,198,561Expenses 2023: $8,255,942Net Income 2023: $942,6192023Revenue 2024: $9,825,684Expenses 2024: $8,693,389Net Income 2024: $1,132,2952024

Highlighted filing

2015

Revenue$61,099
Expenses$75,351
Net Income-$14,252
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2014 to Sep 30, 2015
Signed
Aug 11, 2016
Return Version
2014v6.0
Gross Receipts
$61,099
Mission and Program Overview

Mission

To honor god by enriching the lives and touching the hearts of older adults

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$3,464,192$30,879,348▲ $27,415,156
Investments Other Securities-$25,219,379-
Savings and Temporary Cash Investments$109,273$0▼ $109,273
Cash and Non-Interest-Bearing Accounts-$0-
Accounts Receivable-$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-$0-
Total Assets$3,581,658$56,950,679▲ $53,369,021
Other Assets Total$8,193$851,952▲ $843,759
Liabilities
Tax Exempt Bond Liabilities-$44,235,000-
Accounts Payable and Accrued Expenses$19,574$8,212,594▲ $8,193,020
Other Liabilities$3,449,753$3,955,006▲ $505,253
Deferred Revenue-$450,000-
Total Liabilities$3,469,327$56,852,600▲ $53,383,273
Net Assets / Fund Balance
Unrestricted Net Assets$112,331$98,079▼ $14,252
Total Net Assets Fund Balance$112,331$98,079▼ $14,252
Total Liabilities and Net Assets / Fund Balance$3,581,658$56,950,679▲ $53,369,021

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$27,941,762-$27,941,762
Land$2,937,586-$2,937,586
Compensation and Service Providers
Top Officer Pay84th percentile

Board Members and Trustees

NameTitle
Kent Tess-mattnerBoard Chair
Jesse GreenleeBoard Vicechair
Bill LeechBoard Member
Christian BoydBoard Member
Dean MullerBoard Member
Frank HabibBoard Member
Jude CarlinBoard Member
Keith PierceBoard Member
Paul KwiecienBoard Member
Suzy FrasierBoard Member
Rev Ann GibbsBoard Secretary
Karen MckennaExecutive Director Human Resources
Sharon KlefsaasExecutive Director Operations
Dan LindhCEO
Mark MeyerCFO
John MehrkensVP Development
Michael BinghamVP Optage/shp
Revenue and Support

Revenue Composition

Contributions and Grants
$61,835
Program Service Revenue
$0
Investment Income
$-736
Other Revenue
$0
All Other Contributions
$57,721
Change in Net Assets
$-14,252
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$60,579
Salaries, Compensation, and Employee Benefits$14,772
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Advertising-$60,030-$60,030
Other Salaries and Wages-$11,989-$11,989
Payroll Taxes-$1,808-$1,808
Other Employee Benefits-$869-$869
Conferences and Meetings-$317-$317
Travel-$165-$165
Pension Plan Contributions-$106-$106
Office Expenses-$67-$67
Total Functional Expenses$0$75,351$0$75,351
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$3,955,006

Bond Issues

BondIssuerIssuedIssue PricePurpose
AWisconsin Health and Edu2014-10-15$44,235,000CONSTRUCTION OF FACILITY

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$44,235,000--$820,180

Bond Financing Compliance

No rebate due
No
Rebate not yet due
Yes
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Corrective action procedures
Yes
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 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, Line 3: Description of Delegated Duties to Management Company

“Phs management, llc provides management services for the organization. Phs management, llc provides financial accounting, operational oversight, human resources, information technology, clinical nursing consultation, corporate compliance, coordinated advertising and marketing, staffing for fund development, and new business development.”

Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder

“The sole member of the organization is presbyterian homes of wisconsin, inc.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“The organization's 990 is provided to voting members of the governing body prior to filing with the irs. Officers and management of the organization have been involved in the preparation of the 990 and have reviewed the 990 throughout the process.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“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, Line 19: Other Organization Documents Publicly Available

“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
Phw Menomonee Falls Inc
EIN
46-3069542
Phone
6516316162
Address
2845 N HAMLINE AVE, ROSEVILLE, MN 55113

Signing Officer

Name
Mark Meyer
Title
CFO
Signed
2016-08-11

Organization Details

Principal Officer
Mark Meyer
Formed
2013
Legal Domicile
Wi
Voting Board Members
12
Independent Board Members
11
Employees
0
Supplemental Narrative

Financial Statement Notes

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. The organization's tax returns for the 2012, 2013, and 2014 fiscal years are open to examination by the irs.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
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IRS990/MissionDesc0TO HONOR GOD BY ENRICHING THE LIVES AND TOUCHING THE HEARTS OF OLDER ADULTS
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IRS990/OtherAssetsTotalGrp/EOYAmt0851952
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0869
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IRS990/PaymentsToAffiliatesGrp/TotalAmt00
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IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01808
IRS990/PayrollTaxesGrp/TotalAmt01808
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0106
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IRS990/PoliticalCampaignActyInd0false
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IRS990/PrincipalOfficerNm0MARK MEYER
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IRS990/PYRevenuesLessExpensesAmt0112317
IRS990/PYTotalExpensesAmt096
IRS990/PYTotalRevenueAmt0112413
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IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
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IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0109273
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0110000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0171835
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt02413
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01677
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0173512
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IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt02937586
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt027941762
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt027941762
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt03955006
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO AFFILIATES
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE 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. THE ORGANIZATION'S TAX RETURNS FOR THE 2012, 2013, AND 2014 FISCAL YEARS ARE OPEN TO EXAMINATION BY THE IRS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
IRS990ScheduleD/TotalBookValueLandBuildingsAmt030879348
IRS990ScheduleD/TotalBookValueSecuritiesAmt025219379
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Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$56,950,679
Liabilities
$56,852,600
Net assets
$98,079
Revenue
$61,099
Expenses
$75,351
Net income
-$14,252
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$105$105$0.81$9.83$8.69$1.13
2023Summary only. Only limited summary data is available for this year.$45.2$45.5$0.32$9.20$8.26$0.94
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$44.9$46.2$1.27$8.44$7.92$0.53
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$45.1$46.9$1.79$7.81$7.92$0.11
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$45.9$47.5$1.68$7.90$8.17$0.27
2019Summary only. Only limited summary data is available for this year.$46.8$48.2$1.41$7.85$7.84$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$47.3$48.7$1.42$7.44$7.17$0.27
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$47.6$49.3$1.69$6.85$7.00$0.15
2016Detailed filing. Detailed filing data is available for this year.$48.1$49.6$1.54$2.71$4.34$1.64
2015Detailed filing. Detailed filing data is available for this year.$57.0$56.9$0.10$0.06$0.08$0.01
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)3 • $50M-$100M nonprofits