Civic Intelligence

Phw Menomonee Falls Inc.

990 • Fiscal year 2022 • EIN 46-3069542

Oct 01, 2021 to Sep 30, 2022 • Filed on Aug 14, 2023

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

95th percentile

1.03x

Higher debt load relative to assets than 95% of similar nonprofits.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2022

Liabilities / Revenue

94th percentile

5.47x

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

2022 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2022

Net Margin

50th percentile

6.2%

Higher net margin than 50% of similar nonprofits.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2022

Top Officer Pay

93rd percentile

$943,678

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 11.2% of source-year revenue.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2022

Asset Growth

47th percentile

-0.5%

Faster asset growth than 47% of similar nonprofits.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2021 to 2022

Revenue Growth

57th percentile

8.1%

Faster revenue growth than 57% of similar nonprofits.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets95th percentile

Assets

Down

$44,892,373

Down $233,545 (-0.5%) from 2021

Net Assets

Up

-$1,266,500

Up $525,221 (+29%) from 2021

Liabilities

Down

$46,158,873

Down $758,766 (-1.6%) from 2021

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin50th percentile

Revenue

Up

$8,440,324

Up $629,666 (+8.1%) from 2021

Expenses

Down

$7,915,099

Down $4,813 (-0.1%) from 2021

Net Income

Up

$525,225

Up $634,479 (+581%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth47th 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

2022

Assets$44,892,373
Liabilities$46,158,873
Net Assets-$1,266,500
Open 2022 Filing

Operations Trend

Revenue Growth57th 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

2022

Revenue$8,440,324
Expenses$7,915,099
Net Income$525,225
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2021 to Sep 30, 2022
Signed
Aug 14, 2023
Return Version
2021v4.1
Gross Receipts
$8,446,385
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$35,727,130$34,554,480▼ $1,172,650
Investments Other Securities$4,797,129$4,954,219▲ $157,090
Savings and Temporary Cash Investments$3,843,107$4,657,674▲ $814,567
Intangible Assets$705,439$680,258▼ $25,181
Accounts Receivable$45,012$35,718▼ $9,294
Prepaid Expenses and Deferred Charges$8,101$8,911▲ $810
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$45,125,918$44,892,373▼ $233,545
Other Assets Total-$1,113-
Liabilities
Tax Exempt Bond Liabilities$41,650,000$41,015,000▼ $635,000
Other Liabilities$3,455,099$3,448,757▼ $6,342
Accounts Payable and Accrued Expenses$1,469,442$1,376,238▼ $93,204
Deferred Revenue$343,098$318,878▼ $24,220
Total Liabilities$46,917,639$46,158,873▼ $758,766
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-1,791,721$-1,266,500▲ $525,221
Total Net Assets Fund Balance$-1,791,721$-1,266,500▲ $525,221
Total Liabilities and Net Assets / Fund Balance$45,125,918$44,892,373▼ $233,545

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$28,914,130$6,680,183$35,594,313
Equipment$1,511,095$2,421,940$3,933,035
Land$2,937,586-$2,937,586
Leasehold Improvements$1,191,669$574,033$1,765,702
Compensation and Service Providers
Top Officer Pay93rd percentile

Board Members and Trustees

NameTitle
Jesse GreenleeBd Chair 12/21
Kevin SjostromBoard Chair
Dean MullerBoard Member
Frank HabibBoard Member
James GuckenbergBoard Member
Jeffrey HeinBoard Member
Jude CarlinBoard Member
Keith PierceBoard Member
Martha BrownBoard Member
Rachel YatesBoard Member
Barry JamesBd Mem to 12/21
Dan LindhCEO
Mark MeyerCFO/treasurer
Suzy FrasierSecretary
Teresa LarsonSVP Human Resources
Duane LarsonSVP Operations
Jonathan FletcherVP Development

Highest Paid Contractors

ContractorServicesLocationCompensation
Phs Management LLCManagement Fee2845 N HAMLINE AVE, Roseville, MN 55113$396,437
Revenue and Support

Revenue Composition

Contributions and Grants
$146,130
Program Service Revenue
$7,964,178
Investment Income
$68,885
Other Revenue
$261,131
Change in Net Assets
$525,225
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$5,538,682
Salaries, Compensation, and Employee Benefits$2,376,417
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Interest$2,176,585--$2,176,585
Other Salaries and Wages$1,693,780$305,760-$1,999,540
Depreciation Depletion$1,541,254--$1,541,254
Occupancy$391,722$64,581-$456,303
Fees for Services Management-$396,437-$396,437
Other Employee Benefits$201,242$36,328-$237,570
Payroll Taxes$94,025$16,973-$110,998
Insurance-$103,201-$103,201
Fees for Services Other$91,522$1,232-$92,754
Information Technology-$73,102-$73,102
Office Expenses$23,413$48,123-$71,536
Pension Plan Contributions$23,980$4,329-$28,309
Other Expenses$18,133$18,922-$18,133
Advertising$7,965$9,570-$17,535
Fees for Services Legal-$15,000-$15,000
Fees for Services Accounting-$4,596-$4,596
Travel$3,469--$3,469
Conferences and Meetings$2,634--$2,634
Total Functional Expenses$6,816,945$1,098,154$0$7,915,099
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$3,448,756
Rounding$1

Bond Issues

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

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$44,235,000-$3,220,000$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
2023-08-14

Organization Details

Principal Officer
Mark Meyer
Formed
2013
Legal Domicile
Wi
Voting Board Members
11
Independent Board Members
10
Employees
0
Volunteers
59
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Decreases

“Rounding = -$4”

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.”

Raw XML AppendixShowing 400 of 718 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.

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IRS990/Form990PartVIISectionAGrp/TitleTxt1CFO/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2VP DEVELOPMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3SVP OPERATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt4SVP HUMAN RESOURCES
IRS990/Form990PartVIISectionAGrp/TitleTxt5BD CHAIR 12/21
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15BD MEM TO 12/21
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IRS990/LocalChaptersInd0false
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IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
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IRS990/MiscellaneousRevenueGrp/ExclusionAmt011672
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt011672
IRS990/MissionDesc0TO HONOR GOD BY ENRICHING THE LIVES AND TOUCHING THE HEARTS OF OLDER ADULTS
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IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt02307
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IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0-1266500
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IRS990/OccupancyGrp/ManagementAndGeneralAmt064581
IRS990/OccupancyGrp/ProgramServicesAmt0391722
IRS990/OccupancyGrp/TotalAmt0456303
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IRS990/OfficeExpensesGrp/ProgramServicesAmt023413
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IRS990/OrganizationFollowsFASB117Ind0X
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IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt036328
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0201242
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IRS990/OtherExpensesGrp/Desc0CULINARY
IRS990/OtherExpensesGrp/Desc1BLDG MAINT
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc3MEDICAL SUPPLIES
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IRS990/OtherExpensesGrp/ProgramServicesAmt0286875
IRS990/OtherExpensesGrp/ProgramServicesAmt1241620
IRS990/OtherExpensesGrp/ProgramServicesAmt218726
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt08911
IRS990/PrincipalOfficerNm0MARK MEYER
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IRS990/PYGrantsAndSimilarPaidAmt0295576
IRS990/PYInvestmentIncomeAmt035825
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IRS990/PYOtherExpensesAmt05374813
IRS990/PYOtherRevenueAmt0260168
IRS990/PYProgramServiceRevenueAmt07354499
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IRS990/PYSalariesCompEmpBnftPaidAmt02249523
IRS990/PYTotalExpensesAmt07919912
IRS990/PYTotalRevenueAmt07810658
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IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
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Document Assets

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Filings

Displayed year

2022 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$44,892,373
Liabilities
$46,158,873
Net assets
-$1,266,500
Revenue
$8,440,324
Expenses
$7,915,099
Net income
$525,225
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

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