Civic Intelligence

Phw Oconomowoc Inc

EIN 82-5492636 • 501(c)3 • Roseville, MN

Profile

The mission of phw oconomowoc, inc. Is to honor god by enriching the lives and touching the hearts of older adults.

2845 N Hamline AveRoseville, MN 55113

www.preshomes.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

95th percentile

1.09x

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

501(c)3 • $50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

95th percentile

6.29x

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

501(c)3 • $50M-$100M nonprofits • Source year 2024

Net Margin

41st percentile

1.8%

Higher net margin than 41% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Top Officer Pay

89th percentile

$1,089,847

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 12.5% of source-year revenue.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Asset Growth

34th percentile

2.0%

Faster asset growth than 34% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Annualized from 2022 to 2024

Revenue Growth

58th percentile

10%

Faster revenue growth than 58% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets95th percentile

Assets

Up

$50,302,820

Up $2,445,027 (+5.1%) from 2023

Liabilities

Up

$54,886,507

Up $2,286,146 (+4.3%) from 2023

Net Assets

Up

-$4,583,687

Up $158,881 (+3.4%) from 2023

Operations
Liabilities / Revenue95th percentileNet Margin41st percentile

Revenue

Up

$8,731,864

Up $960,946 (+12%) from 2023

Expenses

Up

$8,572,983

Up $452,132 (+5.6%) from 2023

Net Income

Up

$158,881

Up $508,814 (+145%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth34th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80M$60M$40M$20M$0-$20MAssets 2018: $51,832,709Liabilities 2018: $51,843,209Net Assets 2018: -$10,5002018Assets 2019: $61,227,211Liabilities 2019: $61,408,951Net Assets 2019: -$181,7402019Assets 2020: $51,319,896Liabilities 2020: $53,973,564Net Assets 2020: -$2,653,6682020Assets 2021: $49,392,906Liabilities 2021: $53,283,498Net Assets 2021: -$3,890,5922021Assets 2022: $48,304,790Liabilities 2022: $52,697,425Net Assets 2022: -$4,392,6352022Assets 2023: $47,857,793Liabilities 2023: $52,600,361Net Assets 2023: -$4,742,5682023Assets 2024: $50,302,820Liabilities 2024: $54,886,507Net Assets 2024: -$4,583,6872024

Highlighted filing

2024

Assets$50,302,820
Liabilities$54,886,507
Net Assets-$4,583,687
Open 2024 Filing

Operations Trend

Revenue Growth58th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$10M$5.0M$0-$5.0MRevenue 2018: $0Expenses 2018: $10,500Net Income 2018: -$10,5002018Revenue 2019: $6,314Expenses 2019: $177,554Net Income 2019: -$171,2402019Revenue 2020: $1,919,209Expenses 2020: $4,391,137Net Income 2020: -$2,471,9282020Revenue 2021: $5,686,855Expenses 2021: $6,923,779Net Income 2021: -$1,236,9242021Revenue 2022: $7,170,674Expenses 2022: $7,672,715Net Income 2022: -$502,0412022Revenue 2023: $7,770,918Expenses 2023: $8,120,851Net Income 2023: -$349,9332023Revenue 2024: $8,731,864Expenses 2024: $8,572,983Net Income 2024: $158,8812024

Highlighted filing

2024

Revenue$8,731,864
Expenses$8,572,983
Net Income$158,881
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$50,302,820
Liabilities
$54,886,507
Net assets
-$4,583,687
Revenue
$8,731,864
Expenses
$8,572,983
Net income
$158,881
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$50.3$54.9$4.58$8.73$8.57$0.16
2023Detailed filing. Detailed filing data is available for this year.$47.9$52.6$4.74$7.77$8.12$0.35
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$48.3$52.7$4.39$7.17$7.67$0.50
2021Detailed filing. Detailed filing data is available for this year.$49.4$53.3$3.89$5.69$6.92$1.24
2020Detailed filing. Detailed filing data is available for this year.$51.3$54.0$2.65$1.92$4.39$2.47
2019Detailed filing. Detailed filing data is available for this year.$61.2$61.4$0.18$0.01$0.18$0.17
2018Detailed filing. Detailed filing data is available for this year.$51.8$51.8$0.01$0.00$0.01$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Aug 12, 2025
Return Version
2023v6.0
Gross Receipts
$8,733,923
Mission and Program Overview

Mission

The mission of phw oconomowoc, inc. Is to honor god by enriching the lives and touching the hearts of older adults.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$41,072,572$41,245,968▲ $173,396
Investments Other Securities$4,373,416$4,420,216▲ $46,800
Savings and Temporary Cash Investments$1,570,949$3,824,010▲ $2,253,061
Intangible Assets$799,403$774,454▼ $24,949
Accounts Receivable$32,005$27,779▼ $4,226
Prepaid Expenses and Deferred Charges$9,448$10,392▲ $944
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$47,857,793$50,302,820▲ $2,445,027
Other Assets Total-$1-
Liabilities
Tax Exempt Bond Liabilities$44,694,482$44,194,741▼ $499,741
Other Liabilities$6,110,950$8,891,454▲ $2,780,504
Accounts Payable and Accrued Expenses$1,794,929$1,800,312▲ $5,383
Total Liabilities$52,600,361$54,886,507▲ $2,286,146
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-4,742,568$-4,583,687▲ $158,881
Total Net Assets Fund Balance$-4,742,568$-4,583,687▲ $158,881
Total Liabilities and Net Assets / Fund Balance$47,857,793$50,302,820▲ $2,445,027

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$36,398,039$5,204,943$41,602,982
Equipment$1,971,677$1,608,207$3,579,884
Land$2,200,000-$2,200,000
Leasehold Improvements$676,252$182,682$858,934
Compensation and Service Providers
Top Officer Pay89th percentile

Board Members and Trustees

NameTitle
Kevin SjostromBoard Chair
Dan LindhPresident/CEO
Dean MullerBoard Member
Duane LarsonBoard Member
Frank HabibBoard Member
Jeffrey HeinBoard Member
Keith PierceBoard Member
Martha BrownBoard Member
Rev Lisa HeckmanBoard Member
Mark MeyerTreasurer/CFO
Jonathan FletcherVP Development
Mark PedersonVP Operations

Highest Paid Contractors

ContractorServicesLocationCompensation
Vjs Construction Services INCConstruction ServicesW233 N2847 ROUNDY CIRCLE WEST, Pewaukee, WI 53072$1,470,126
Phs Management LLCManagement Fee2845 HAMLINE AVE N, Roseville, MN 55113$415,794
Suburban Drywall INCConstruction Services1312 POPLAR DRIVE, Waukesha, WI 53188$138,750
Revenue and Support

Revenue Composition

Contributions and Grants
$6,859
Program Service Revenue
$8,470,236
Investment Income
$51,356
Other Revenue
$203,413
Change in Net Assets
$158,881
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$5,636,073
Salaries, Compensation, and Employee Benefits$2,930,924
Grants and Similar Amounts Paid$5,986
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,070,261$369,761-$2,440,022
Interest$2,294,886--$2,294,886
Depreciation Depletion$1,602,119--$1,602,119
Fees for Services Management-$415,794-$415,794
Occupancy$358,819--$358,819
Other Employee Benefits$246,637$44,051-$290,688
Payroll Taxes$149,416$26,687-$176,103
Insurance-$132,326-$132,326
Office Expenses$16,705$68,269-$84,974
Fees for Services Other$79,624$729-$80,353
Information Technology-$79,380-$79,380
Pension Plan Contributions$20,457$3,654-$24,111
Advertising$4,758$9,403-$14,161
Other Expenses$10,013$43,595-$10,013
Travel$9,213--$9,213
Grants to Domestic Individuals$5,986--$5,986
Fees for Services Accounting-$4,752-$4,752
Conferences and Meetings$1,750--$1,750
All Other Expenses-$592-$592
Total Functional Expenses$7,373,990$1,198,993$0$8,572,983
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$8,891,454

Bond Issues

BondIssuerIssuedIssue PricePurpose
AWi Health & Education2018-09-27$45,776,888CONSTRUCTION OF FACILITY

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$45,776,888$3,277,943$1,950$817,111

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

“Prior to filing with the irs, the organization's form 990 is made available to the governing body of the member that controls management of the organization and appoints some or all directors to the organization. Officers and management of the organization have been involved in the preparation of the form 990 and remain accountable to the governing body through regular review of financial reports and related information.”

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 Oconomowoc Inc
EIN
82-5492636
Phone
6516316162
Address
2845 N HAMLINE AVE, ROSEVILLE, MN 55113

Signing Officer

Name
Mark Meyer
Title
CFO
Signed
2025-08-12

Organization Details

Principal Officer
Jonathan Fletcher
Formed
2018
Legal Domicile
Wi
Voting Board Members
6
Independent Board Members
4
Employees
0
Volunteers
17
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

“Part x. Line 2: 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.”

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