Civic Intelligence

Phw Oconomowoc Inc.

990 • Fiscal year 2018 • EIN 82-5492636

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

1.00x

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

2018 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2018

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2018

Top Officer Pay

84th percentile

$853,156

Higher top officer pay than 84% of similar nonprofits.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2018

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Balance Sheet
Liabilities / Assets93rd percentile

Assets

$51,832,709

No earlier filing loaded for comparison.

Net Assets

-$10,500

No earlier filing loaded for comparison.

Liabilities

$51,843,209

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

$0

No earlier filing loaded for comparison.

Expenses

$10,500

No earlier filing loaded for comparison.

Net Income

-$10,500

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2018

Assets$51,832,709
Liabilities$51,843,209
Net Assets-$10,500
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 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

2018

Revenue$0
Expenses$10,500
Net Income-$10,500
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
$0
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
Investments Other Securities-$46,414,924-
Land, Buildings, and Equipment, Net-$4,541,093-
Cash and Non-Interest-Bearing Accounts-$0-
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$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-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$0$51,832,709▲ $51,832,709
Other Assets Total-$876,692-
Liabilities
Tax Exempt Bond Liabilities-$45,776,888-
Other Liabilities-$6,000,000-
Accounts Payable and Accrued Expenses-$66,321-
Total Liabilities$0$51,843,209▲ $51,843,209
Net Assets / Fund Balance
Unrestricted Net Assets-$-10,500-
Total Net Assets Fund Balance$0$-10,500▼ $10,500
Total Liabilities and Net Assets / Fund Balance$0$51,832,709▲ $51,832,709

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$2,341,093-$2,341,093
Land$2,200,000-$2,200,000
Compensation and Service Providers
Top Officer Pay84th 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
Dan LindhCEO
Mark MeyerCFO
Suzy FrasierSecretary
Karen MckennaVP Human Resources
Teresa LarsonVP Human Resources
John MehrkensVP of Development
Michael BinghamVP Optage
William HagstromVP Shp
Sharon StricklerVP Site Operations
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-10,500
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$10,500
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Office Expenses-$10,500-$10,500
Total Functional Expenses$0$10,500$0$10,500
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$6,000,000

Bond Issues

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

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A---$817,111

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 Oconomowoc Inc
EIN
82-5492636
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
Voting Board Members
12
Independent Board Members
11
Employees
0
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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IRS990/Form990TFiledInd0false
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IRS990/FSAuditedInd0true
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IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
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IRS990/GrantsToOrganizationsInd0false
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IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
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IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt046414924
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt04541093
IRS990/LandBldgEquipCostOrOtherBssAmt04541093
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE MISSION OF PHW OCONOMOWOC, INC. IS TO HONOR GOD BY ENRICHING THE LIVES AND TOUCHING THE HEARTS OF OLDER ADULTS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesEOYAmt0-10500
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
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IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
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IRS990/OccupancyGrp/TotalAmt00
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IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt0876692
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt06000000
IRS990/OtherRevenueTotalAmt00
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IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0MARK MEYER
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-10500
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
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IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt02200000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt02200000
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt02341093
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt02341093
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt06000000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO AFFILIATES
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0PART 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.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
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IRS990ScheduleD/TotalBookValueSecuritiesAmt046414924
IRS990ScheduleD/TotalLiabilityAmt06000000
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
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IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
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IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990ScheduleJ/RebuttablePresumptionProcInd0false
IRS990/ScheduleJRequiredInd0true
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1330471
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2277770
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt5326371
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt6245720
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt7192759
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt013500
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt113500
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt29690
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt313500
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt413252
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt513034
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt612240
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt79044
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt017815
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt121027
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt219110
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt319137
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt46813
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt55901
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt65827
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt7501
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0DAN LINDH
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1JOHN MEHRKENS

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$51,832,709
Liabilities
$51,843,209
Net assets
-$10,500
Revenue
$0
Expenses
$10,500
Net income
-$10,500
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