2025-08-12T09:53:08-07:00 2024-09-30 990 2023-10-01 463069542 PHW MENOMONEE FALLS INC PHWM 6516316162 2845 N HAMLINE AVE ROSEVILLE MN 55113 MARK MEYER CFO 2025-08-12 true 2023 2025-03-06 01:10:19Z JONATHAN FLETCHER 9831860 false X WWW.PRESHOMES.COM X 2013 WI TO HONOR GOD BY ENRICHING THE LIVES AND TOUCHING THE HEARTS OF OLDER ADULTS 6 4 0 101 0 154153 120959 8648181 9276547 158983 212002 237244 216176 9198561 9825684 450 0 2612414 2884728 0 0 5643528 5808211 8255942 8693389 942619 1132295 45211141 105343567 45535023 104535154 -323882 808413 TO HONOR GOD BY ENRICHING THE LIVES AND TOUCHING THE HEARTS OF OLDER ADULTS false false 7339017 450 9276547 PHW MENOMONEE FALLS, INC. (DOING BUSINESS AS DICKSON HOLLOW) IS LOCATED IN MENOMONEE FALLS, WISCONSIN. THE CAMPUS CONSISTS OF 120 INDEPENDENT LIVING SENIOR APARTMENTS, 42 ASSISTED LIVING APARTMENTS AND 18 ASSISTED LIVING APARTMENTS DESIGNATED FOR SPECIALIZED MEMORY CARE. 7339017 true true false false false false false false false false true true false false true true false true false false false false false false false false false false false true true false false false false false false false false false false false false false false false true false false false true 0 0 false 0 false false false false false false false 0 false false false false false false false X 6 4 false true false false true true false true true false false true true true true true true false false false WI X HEIDI PETERSON 6516316162 2845 N HAMLINE AVE ROSEVILLE MN 55113 DAN LINDH CEO 1.00 39.00 X X 0 1063597 26250 MARK MEYER CFO/TREASURER 1.00 39.00 X 0 479100 21646 JONATHAN FLETCHER VP DEVELOPMENT 1.00 39.00 0 380084 28580 MARK PEDERSON SVP OPERATIONS 1.00 39.00 0 273581 21854 DUANE LARSON BOARD MEMBER 1.00 39.00 X 0 217645 10839 REV LISA HECKMAN BOARD MEMBER 1.00 0.00 X 0 0 0 KEVIN SJOSTROM Secretary 1.00 0.00 X X 0 0 0 JEFFREY HEIN BOARD MEMBER 1.00 0.00 X 0 0 0 DEAN MULLER BOARD MEMBER 1.00 0.00 X 0 0 0 KEITH PIERCE BOARD MEMBER 1.00 0.00 X 0 0 0 FRANK HABIB BOARD CHAIR 1.00 0.00 X X 0 0 0 MARTHA BROWN VICE CHAIR 1.00 0.00 X X 0 0 0 2414007 109169 0 false true false PHS MANAGEMENT LLC 2845 N HAMLINE AVE ROSEVILLE MN 55113 MANAGEMENT FEE 456774 AG ARCHITECTURE INC 1414 UNDERWOOD AVE 301 WAUWATOSA WI 53213 DESIGN FEES 657084 CLIFTON LARSON ALLEN 220SOUTH SIXTH STREET MINNEAPOLIS MN 55402 PROFESSIONAL SERVICE 104370 3 120959 120959 SERVICES TO RESIDENTS 623000 9276547 9276547 9276547 212002 212002 0 0 67574 67574 67574 67574 0 0 0 7995 6176 1819 1819 CULINARY INCOME 722210 104039 104039 MISCELLANEOUS INCOME 900099 9135 9135 OTHER RESIDENT SRVC 623000 30254 30254 3355 3355 146783 9825684 9276547 428178 0 450 450 0 0 0 0 2368564 2008685 359879 37156 31511 5645 299086 253643 45443 179922 152585 27337 456774 456774 0 4752 4752 0 0 0 97718 91225 6493 107970 5261 102709 140746 27121 113625 80760 80760 0 389419 389419 13648 13648 0 1307 1307 2120181 2120181 0 1635228 1635228 127131 127131 CULINARY 319809 319809 BLDG MAINT 257010 257010 MISCELLANEOUS 44908 21084 23824 MEDICAL SUPPLIES 10850 10850 0 8693389 7339017 1354372 0 0 5514194 2578962 0 12280 10174 0 0 0 0 9802 10782 56338830 12770954 33704357 43567876 0 5184607 57276019 0 655077 1899753 130824 1 45211141 105343567 1322203 4889739 294659 887107 40350000 92216016 3568161 6542292 45535023 104535154 X -323882 808413 -323882 808413 45211141 105343567 1132295 X false true X true false X 7970 160166 146130 154153 120959 589378 7549936 7354499 7964178 8648181 9276547 40793341 59444 57817 68033 142934 137648 465876 0 0 7617350 7572482 8178341 8945268 9535154 41848595 0 50673 54575 28244 36648 170140 50673 54575 28244 36648 170140 41678455 93152 35825 68885 233483 279576 710921 0 93152 35825 68885 233483 279576 710921 0 188495 202351 199159 19810 17130 626945 7898997 7810658 8446385 9198561 9831860 43186461 0.96510 0.96190 0.01650 0.01350 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2937586 2937586 47449477 8781651 38667826 1765703 754645 1011058 4186064 3234658 951406 43567876 57276019 DUE TO AFFILIATES 6542292 6542292 X 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. false false false false false false false false false DAN LINDH CEO 1034206 29391 15000 11250 1089847 DUANE LARSON BOARD MEMBER 194288 23357 10839 228484 JONATHAN FLETCHER VP DEVELOPMENT 379729 355 13293 15287 408664 MARK MEYER CFO/TREASURER 453089 26011 15000 6646 500746 MARK PEDERSON SVP OPERATIONS 272556 1025 11375 10479 295435 A WISCONSIN HEALTH AND EDU 391337855 97712DFF8 2014-10-15 44235000 CONSTRUCTION OF FACILITY false false false B WISCONSIN HEALTH AND EDU 391337855 97712JJX2 2024-06-27 52566019 CONSTRUCTION OF FACILITY false false false A 4575000 44235000 3190806 820180 40590820 false false true true B 52556019 3615000 1269856 8039974 39631189 false false false false A false false false false false true B false false false false false true A false false false true false false false true B false false false false false false false true A true B true Part VI ARBITRAGE REBATE COMPUTATION WAS PERFORMED ON 11/6/2019 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 SEE ATTACHMENT FOR SCH R 2845 N HAMLINE AVE ROSEVILLE MN 55113 N/A false false false true false false false false false false false false false false false true true false false false