Civic Intelligence

Phw Menomonee Falls Inc.

990 • Fiscal year 2020 • EIN 46-3069542

Oct 01, 2019 to Sep 30, 2020 • Filed on Aug 12, 2021

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

94th percentile

1.04x

Higher debt load relative to assets than 94% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Liabilities / Revenue

94th percentile

6.02x

Higher debt load relative to revenue than 94% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Net Margin

25th percentile

-3.5%

Higher net margin than 25% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Top Officer Pay

93rd percentile

$922,475

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 11.7% of source-year revenue.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Asset Growth

18th percentile

-2.1%

Faster asset growth than 18% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2019 to 2020

Revenue Growth

44th percentile

0.7%

Faster revenue growth than 44% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets94th percentile

Assets

Down

$45,853,181

Down $978,719 (-2.1%) from 2019

Net Assets

Down

-$1,682,467

Down $273,990 (-19%) from 2019

Liabilities

Down

$47,535,648

Down $704,729 (-1.5%) from 2019

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin25th percentile

Revenue

Up

$7,898,997

Up $51,239 (+0.7%) from 2019

Expenses

Up

$8,172,987

Up $337,670 (+4.3%) from 2019

Net Income

Down

-$273,990

Down $286,431 (-2302%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

2020

Assets$45,853,181
Liabilities$47,535,648
Net Assets-$1,682,467
Open 2020 Filing

Operations Trend

Revenue Growth44th percentile

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

2020

Revenue$7,898,997
Expenses$8,172,987
Net Income-$273,990
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2019 to Sep 30, 2020
Signed
Aug 12, 2021
Return Version
2019v5.0
Gross Receipts
$7,905,716
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$38,400,497$37,042,940▼ $1,357,557
Investments Other Securities$4,671,347$4,674,266▲ $2,919
Savings and Temporary Cash Investments$2,963,222$3,385,472▲ $422,250
Intangible Assets$755,801$730,620▼ $25,181
Accounts Receivable$34,770$13,557▼ $21,213
Prepaid Expenses and Deferred Charges$6,263$6,326▲ $63
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-
Inventories for Sale or Use-$0-
Total Assets$46,831,900$45,853,181▼ $978,719
Other Assets Total-$0-
Liabilities
Tax Exempt Bond Liabilities$42,845,000$42,260,000▼ $585,000
Other Liabilities$3,450,876$3,448,592▼ $2,284
Accounts Payable and Accrued Expenses$1,552,965$1,459,739▼ $93,226
Deferred Revenue$391,536$367,317▼ $24,219
Total Liabilities$48,240,377$47,535,648▼ $704,729
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-1,408,477$-1,682,467▼ $273,990
Total Net Assets Fund Balance$-1,408,477$-1,682,467▼ $273,990
Total Liabilities and Net Assets / Fund Balance$46,831,900$45,853,181▼ $978,719

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$30,709,257$4,638,556$35,347,813
Equipment$2,056,606$1,657,338$3,713,944
Land$2,937,586-$2,937,586
Leasehold Improvements$1,339,491$395,330$1,734,821
Compensation and Service Providers
Top Officer Pay93rd percentile

Board Members and Trustees

NameTitle
Kent Tess-mattnerBoard Chair
Jesse GreenleeBd Vice Chair
Barry JamesBoard Member
Christian BoydBoard Member
Dean MullerBoard Member
Frank HabibBoard Member
James GuckenbergBoard Member
Jeffrey HeinBoard Member
Jude CarlinBoard Member
Keith PierceBoard Member
Kevin SjostromBoard Member
Martha BrownBoard Member
Rachel YatesBoard Member
Dan LindhCEO
Mark MeyerCFO
Suzy FrasierSecretary
Teresa LarsonSVP Human Resources
Duane LarsonSVP Operations
Jonathan FletcherVP Development
William HagstromVP Development

Highest Paid Contractors

ContractorServicesLocationCompensation
Phs Management LLCManagement Fee2845 N HAMLINE AVE, Roseville, MN 55113$397,536
Revenue and Support

Revenue Composition

Contributions and Grants
$7,970
Program Service Revenue
$7,549,936
Investment Income
$93,152
Other Revenue
$247,939
Change in Net Assets
$-273,990
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$5,420,671
Salaries, Compensation, and Employee Benefits$2,245,419
Grants and Similar Amounts Paid$506,897
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Interest$2,228,742--$2,228,742
Other Salaries and Wages$1,578,716$285,211-$1,863,927
Depreciation Depletion$1,507,782--$1,507,782
Grants to Domestic Orgs$500,000--$500,000
Fees for Services Management-$397,536-$397,536
Occupancy$332,211--$332,211
Other Employee Benefits$178,345$32,216-$210,561
Payroll Taxes$129,227$23,343-$152,570
Office Expenses-$107,111-$107,111
Insurance-$76,053-$76,053
Information Technology-$73,680-$73,680
Other Expenses$25,728$20,050-$25,728
Pension Plan Contributions$15,552$2,809-$18,361
Travel$6,793$1,227-$8,020
Grants to Domestic Individuals$6,897--$6,897
Conferences and Meetings$3,895$703-$4,598
Fees for Services Accounting-$4,500-$4,500
Advertising-$3,932-$3,932
Total Functional Expenses$7,144,616$1,028,371$0$8,172,987
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Presbyterian Homes of WisconsRoseville, MN-Support General Operations$500,000
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$3,448,592

Bond Issues

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

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$44,235,000-$1,975,000$820,180

Bond Financing Compliance

No rebate due
Yes
Rebate not yet due
No
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 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, 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
2021-08-12

Organization Details

Principal Officer
Mark Meyer
Formed
2013
Legal Domicile
Wi
Voting Board Members
15
Independent Board Members
14
Employees
0
Volunteers
46
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.”

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

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Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$45,853,181
Liabilities
$47,535,648
Net assets
-$1,682,467
Revenue
$7,898,997
Expenses
$8,172,987
Net income
-$273,990
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
2020Detailed filing. Detailed filing data is available for this year.$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. 2020 filings • 501(c)3 • $25M-$50M nonprofits