Civic Intelligence

Phw Menomonee Falls Inc.

990 • Fiscal year 2023 • EIN 46-3069542

Oct 01, 2022 to Sep 30, 2023 • Filed on Aug 13, 2024

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

1.01x

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

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Liabilities / Revenue

94th percentile

4.95x

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

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Net Margin

65th percentile

10%

Higher net margin than 65% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Top Officer Pay

93rd percentile

$862,457

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 9.4% of source-year revenue.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Asset Growth

30th percentile

0.7%

Faster asset growth than 30% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Revenue Growth

58th percentile

9.0%

Faster revenue growth than 58% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets95th percentile

Assets

Flat

$45,211,141

Flat from 2023

Net Assets

Flat

-$323,882

Flat from 2023

Liabilities

Flat

$45,535,023

Flat from 2023

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin65th percentile

Revenue

Flat

$9,198,561

Flat from 2023

Expenses

Flat

$8,255,942

Flat from 2023

Net Income

Flat

$942,619

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth30th 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 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

2023

Assets$45,211,141
Liabilities$45,535,023
Net Assets-$323,882
Open 2023 Filing

Operations Trend

Revenue Growth58th 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 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

2023

Revenue$9,198,561
Expenses$8,255,942
Net Income$942,619
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2022 to Sep 30, 2023
Signed
Aug 13, 2024
Return Version
2022v5.0
Gross Receipts
$9,205,019
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$34,554,480$33,704,357▼ $850,123
Savings and Temporary Cash Investments$4,657,674$5,514,194▲ $856,520
Investments Other Securities$4,954,219$5,184,607▲ $230,388
Intangible Assets$680,258$655,077▼ $25,181
Accounts Receivable$35,718$12,280▼ $23,438
Prepaid Expenses and Deferred Charges$8,911$9,802▲ $891
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$44,892,373$45,211,141▲ $318,768
Other Assets Total$1,113$130,824▲ $129,711
Liabilities
Tax Exempt Bond Liabilities$41,015,000$40,350,000▼ $665,000
Other Liabilities$3,448,757$3,568,161▲ $119,404
Accounts Payable and Accrued Expenses$1,376,238$1,322,203▼ $54,035
Deferred Revenue$318,878$294,659▼ $24,219
Total Liabilities$46,158,873$45,535,023▼ $623,850
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-1,266,500$-323,882▲ $942,618
Total Net Assets Fund Balance$-1,266,500$-323,882▲ $942,618
Total Liabilities and Net Assets / Fund Balance$44,892,373$45,211,141▲ $318,768

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$28,393,329$7,711,003$36,104,332
Equipment$1,272,078$2,817,591$4,089,669
Land$2,937,586-$2,937,586
Leasehold Improvements$1,101,364$664,339$1,765,703
Compensation and Service Providers
Top Officer Pay93rd percentile

Board Members and Trustees

NameTitle
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
Duane LarsonVP Affiliate Boards
Dan LindhCEO
Mark MeyerCFO/treasurer
Suzy FrasierSecretary
Teresa LarsonSVP Human Resources
Mark PedersonSVP Operations
Jonathan FletcherVP Development

Highest Paid Contractors

ContractorServicesLocationCompensation
Phs Management LLCManagement Fee2845 N HAMLINE AVE, Roseville, MN 55113$437,214
Revenue and Support

Revenue Composition

Contributions and Grants
$154,153
Program Service Revenue
$8,648,181
Investment Income
$158,983
Other Revenue
$237,244
Change in Net Assets
$942,619
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$5,643,528
Salaries, Compensation, and Employee Benefits$2,612,414
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Interest$2,148,588--$2,148,588
Other Salaries and Wages$1,796,813$333,841-$2,130,654
Depreciation Depletion$1,569,346--$1,569,346
Fees for Services Management-$437,214-$437,214
Occupancy$396,343--$396,343
Other Employee Benefits$239,186$44,440-$283,626
Payroll Taxes$140,280$26,064-$166,344
Office Expenses$24,825$107,180-$132,005
Insurance-$118,140-$118,140
Information Technology-$77,365-$77,365
Fees for Services Other$56,643$165-$56,808
Pension Plan Contributions$26,809$4,981-$31,790
Other Expenses$13,692$20,105-$13,692
Advertising$6,585$6,456-$13,041
Travel$7,286--$7,286
Fees for Services Accounting-$4,596-$4,596
Conferences and Meetings$2,439--$2,439
All Other Expenses-$664-$664
Total Functional Expenses$7,074,731$1,181,211$0$8,255,942
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$3,568,160
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-$3,885,000$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, Section A, Line 3

“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, Section A, Line 6

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

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

“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, 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
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
2024-08-13

Organization Details

Principal Officer
Mark Meyer
Formed
2013
Legal Domicile
Wi
Voting Board Members
8
Independent Board Members
7
Employees
0
Volunteers
134
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Rounding = -$1”

Schedule R Part II Identification of Tax-Exempt Organizations

“Schedule R Part II Identification of Tax-Exempt Organizations”

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

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$45,211,141
Liabilities
$45,535,023
Net assets
-$323,882
Revenue
$9,198,561
Expenses
$8,255,942
Net income
$942,619
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
2023Detailed filing. Detailed filing data is available for this year.$45.2$45.5$0.32$9.20$8.26$0.94
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