Civic Intelligence

Phw Germantown Inc.

990 • Fiscal year 2018 • EIN 81-1502691

Oct 01, 2017 to Sep 30, 2018 • Filed on Aug 08, 2019

Organization ProfileWWW.PRESHOMES.ORG
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

93rd percentile

1.01x

Higher debt load relative to assets than 93% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Liabilities / Revenue

100th percentile

168.84x

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

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Net Margin

2nd percentile

-102%

Higher net margin than 2% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Top Officer Pay

92nd percentile

$853,156

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 316.0% of source-year revenue.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Asset Growth

98th percentile

170%

Faster asset growth than 98% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets93rd percentile

Assets

Up

$45,286,927

Up $28,496,753 (+170%) from 2017

Net Assets

Down

-$295,794

Down $275,261 (-1341%) from 2017

Liabilities

Up

$45,582,721

Up $28,772,014 (+171%) from 2017

Revenue And Expenses
Liabilities / Revenue100th percentileNet Margin2nd percentile

Revenue

Up

$269,978

Up $269,978 from 2017

Expenses

Up

$545,239

Up $524,706 (+2555%) from 2017

Net Income

Down

-$275,261

Down $254,728 (-1241%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth98th percentile

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

$60M$40M$20M$0-$20MAssets 2017: $16,790,174Liabilities 2017: $16,810,707Net Assets 2017: -$20,5332017Assets 2018: $45,286,927Liabilities 2018: $45,582,721Net Assets 2018: -$295,7942018Assets 2019: $43,937,257Liabilities 2019: $47,598,699Net Assets 2019: -$3,661,4422019Assets 2020: $43,024,470Liabilities 2020: $46,596,151Net Assets 2020: -$3,571,6812020Assets 2021: $42,198,194Liabilities 2021: $46,210,472Net Assets 2021: -$4,012,2782021Assets 2022: $42,284,059Liabilities 2022: $45,838,197Net Assets 2022: -$3,554,1382022Assets 2023: $41,480,319Liabilities 2023: $45,200,398Net Assets 2023: -$3,720,0792023Assets 2024: $41,311,667Liabilities 2024: $44,653,514Net Assets 2024: -$3,341,8472024

Highlighted filing

2018

Assets$45,286,927
Liabilities$45,582,721
Net Assets-$295,794
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$10M$5.0M$0-$5.0MRevenue 2017: $0Expenses 2017: $20,533Net Income 2017: -$20,5332017Revenue 2018: $269,978Expenses 2018: $545,239Net Income 2018: -$275,2612018Revenue 2019: $2,746,840Expenses 2019: $6,112,488Net Income 2019: -$3,365,6482019Revenue 2020: $6,884,053Expenses 2020: $6,794,292Net Income 2020: $89,7612020Revenue 2021: $5,936,747Expenses 2021: $6,377,344Net Income 2021: -$440,5972021Revenue 2022: $6,938,469Expenses 2022: $6,955,329Net Income 2022: -$16,8602022Revenue 2023: $7,598,629Expenses 2023: $7,764,572Net Income 2023: -$165,9432023Revenue 2024: $8,363,094Expenses 2024: $7,984,862Net Income 2024: $378,2322024

Highlighted filing

2018

Revenue$269,978
Expenses$545,239
Net Income-$275,261
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2017 to Sep 30, 2018
Signed
Aug 8, 2019
Return Version
2017v2.2
Gross Receipts
$270,574
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$12,826,023$41,276,897▲ $28,450,874
Investments Other Securities$3,332,293$3,008,052▼ $324,241
Intangible Assets$631,858$963,661▲ $331,803
Accounts Receivable-$38,317-
Cash and Non-Interest-Bearing Accounts-$0-
Savings and Temporary Cash Investments-$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-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$16,790,174$45,286,927▲ $28,496,753
Other Assets Total-$0-
Liabilities
Tax Exempt Bond Liabilities$6,505,000$33,435,000▲ $26,930,000
Other Liabilities$8,052,284$7,880,321▼ $171,963
Accounts Payable and Accrued Expenses$2,253,423$4,267,400▲ $2,013,977
Total Liabilities$16,810,707$45,582,721▲ $28,772,014
Net Assets / Fund Balance
Unrestricted Net Assets$-20,533$-295,794▼ $275,261
Total Net Assets Fund Balance$-20,533$-295,794▼ $275,261
Total Liabilities and Net Assets / Fund Balance$16,790,174$45,286,927▲ $28,496,753

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$34,987,595-$34,987,595
Equipment$2,879,555$892$2,880,447
Land$2,145,374-$2,145,374
Leasehold Improvements$1,264,373-$1,264,373
Compensation and Service Providers
Top Officer Pay92nd percentile

Board Members and Trustees

NameTitle
Kent Tess-mattnerBoard Chair
Jesse GreenleeBrd Vice Chair
Christian BoydBoard Member
Dean MullerBoard Member
Frank HabibBoard Member
Jude CarlinBoard Member
Keith PierceBoard Member
Kevin SjostromBoard Member
Paul KwiecienBoard Member
William LeechBoard Member
Suzy FraiserBoard Secretary
Dan LindhCEO
Mark MeyerCFO
Karen MckennaVP Human Resources
Teresa LarsonVP Human Resources
John MehrkensVP of Development
Michael BinghamVP Optage
William HagstromVP Senior Housing Partners
Sharon StricklerVP Site Opeations
Revenue and Support

Revenue Composition

Contributions and Grants
$20,697
Program Service Revenue
$231,021
Investment Income
$0
Other Revenue
$18,260
All Other Contributions
$20,697
Change in Net Assets
$-275,261
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$334,615
Salaries, Compensation, and Employee Benefits$210,624
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Advertising-$183,428-$183,428
Other Salaries and Wages$105,393$71,460-$176,853
Office Expenses-$29,741-$29,741
Occupancy$20,989--$20,989
Other Employee Benefits$11,942$8,098-$20,040
Payroll Taxes$7,865$5,334-$13,199
Fees for Services Management-$12,494-$12,494
Other Expenses$5,357$3,724-$9,081
Fees for Services Other$386$7,235-$7,621
Travel$1,717$1,164-$2,881
Conferences and Meetings$643$436-$1,079
Depreciation Depletion$892--$892
Pension Plan Contributions$317$215-$532
Total Functional Expenses$221,910$323,329$0$545,239
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$7,880,321

Bond Issues

BondIssuerIssuedIssue PricePurpose
AWisconsin Health and Educ2017-05-10$39,200,000CONSTRUCTION

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A---$130,100

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 Germantown Inc
EIN
81-1502691
Phone
6516316162
Address
2845 N HAMLINE AVE, ROSEVILLE, MN 55113

Signing Officer

Name
Mark Meyer
Title
CFO
Signed
2019-08-08

Organization Details

Principal Officer
Mark Meyer
Formed
2016
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.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt16VP OF DEVELOPMENT
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IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$45,286,927
Liabilities
$45,582,721
Net assets
-$295,794
Revenue
$269,978
Expenses
$545,239
Net income
-$275,261
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$41.3$44.7$3.34$8.36$7.98$0.38
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$41.5$45.2$3.72$7.60$7.76$0.17
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$42.3$45.8$3.55$6.94$6.96$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$42.2$46.2$4.01$5.94$6.38$0.44
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$43.0$46.6$3.57$6.88$6.79$0.09
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$43.9$47.6$3.66$2.75$6.11$3.37
2018Detailed filing. Detailed filing data is available for this year.$45.3$45.6$0.30$0.27$0.55$0.28
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.8$16.8$0.02$0.00$0.02$0.02
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • 501(c)3 • $25M-$50M nonprofits