2026-08-08T07:47:03-07:00 2025-09-30 990 2024-10-01 463069542 PHW MENOMONEE FALLS INC PHWM 6516316162 2845 N HAMLINE AVE ROSEVILLE MN 55113 HEIDI PETERSON CFO 2026-08-08 true 2024 2025-03-06 01:10:19Z JONATHAN FLETCHER 2845 N HAMLINE AVE ROSEVILLE MN 55113 10173207 false X WWW.PRESHOMES.COM X 2013 WI TO HONOR GOD BY ENRICHING THE LIVES AND TOUCHING THE HEARTS OF OLDER ADULTS 3 0 0 143 0 120959 138011 9276547 9601949 212002 203283 216176 224902 9825684 10168145 450 117 0 2884728 3102830 0 0 5808211 6074137 8693389 9177084 1132295 991061 105343567 108189708 104535154 106390234 808413 1799474 TO HONOR GOD BY ENRICHING THE LIVES AND TOUCHING THE HEARTS OF OLDER ADULTS false false 7633438 117 9601949 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. 7633438 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 3 0 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 PRESIDENT/CEO 1.00 39.00 X X 0 994222 29111 MARK MEYER TREASURER/CFO 1.00 39.00 X 0 499375 29211 JONATHAN FLETCHER BOARD CHAIR 1.00 39.00 X X 0 396038 31984 REBECCA RAUEN VP HUMAN RESOURCES 1.00 39.00 0 335241 4860 HEIDI PETERSON BOARD SEC/TREAS 1.00 39.00 X X 0 297848 30045 MARK PEDERSON BRD VICE CHAIR 1.00 39.00 X X 0 299277 25661 DUANE LARSON BOARD MEMBER 1.00 39.00 X 0 210441 10481 JENNY WEISE CAMPUS ADMIN 40.00 0.00 106120 0 10050 KEVIN SJOSTROM BOARD SECRETARY 1.00 0.00 X X 0 0 0 FRANK HABIB BOARD CHAIR 1.00 0.00 X X 0 0 0 MARTHA BROWN BRD VICE CHAIR 1.00 0.00 X X 0 0 0 REV LISA HECKMAN BOARD MEMBER 1.00 0.00 X 0 0 0 106120 3032442 171403 1 false true false PHS MANAGEMENT LLC 2845 N HAMLINE AVE ROSEVILLE MN 55113 MANAGEMENT FEE 475309 1 138011 138011 SERVICES TO RESIDENTS 623000 9601949 9601949 9601949 203283 203283 0 0 69471 69471 69471 69471 0 0 0 6601 5062 1539 1539 CULINARY INCOME 722210 113784 113784 MISCELLANEOUS INCOME 900099 18561 18561 OTHER RESIDENT SRVC 623000 17954 17954 3593 3593 153892 10168145 9601949 428185 0 117 117 0 0 0 0 2565503 2163169 402334 37003 31200 5803 306288 258255 48033 194036 163606 30430 475309 475309 10076 10076 7746 7746 0 0 0 67781 67458 323 198220 5719 192501 140988 27038 113950 96590 96590 0 398007 398007 11166 11166 0 610 610 2088460 2088460 0 1796823 1796823 136934 136934 CULINARY 311812 311812 BLDG MAINT 270669 270669 MISCELLANEOUS 51666 28049 23617 MEDICAL SUPPLIES 11280 11280 0 9177084 7633438 1543646 0 0 2578962 4107911 0 10174 37719 0 0 0 0 10782 11860 87851888 14469017 43567876 73382871 0 57276019 28756544 0 1899753 1892803 1 0 105343567 108189708 4889739 7278346 887107 1062888 92216016 91496016 6542292 6552984 104535154 106390234 X 808413 1799474 808413 1799474 105343567 108189708 991061 X false true X true false X 160166 146130 154153 120959 138011 719419 7354499 7964178 8648181 9276547 9601949 42845354 57817 68033 142934 137648 135331 541763 0 0 7572482 8178341 8945268 9535154 9875291 44106536 0 54575 28244 36648 45482 164949 54575 28244 36648 45482 164949 43941587 35825 68885 233483 279576 272754 890523 0 35825 68885 233483 279576 272754 890523 0 202351 199159 19810 17130 25162 463612 7810658 8446385 9198561 9831860 10173207 45460671 0.96660 0.96510 0.01960 0.01650 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2937586 2937586 78888899 10008202 68880697 1765703 844951 920752 4259700 3615864 643836 73382871 28756544 DUE TO AFFILIATES 6552984 6552984 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 PRESIDENT/CEO 965721 28501 17000 12111 1023333 DUANE LARSON BOARD MEMBER 186616 23825 10481 220922 HEIDI PETERSON BOARD SEC/TREAS 297129 719 15480 14565 327893 JONATHAN FLETCHER BOARD CHAIR 391770 4268 15655 16329 428022 MARK MEYER TREASURER/CFO 472943 26432 17000 12211 528586 MARK PEDERSON BRD VICE CHAIR 297934 1343 13450 12211 324938 REBECCA RAUEN VP HUMAN RESOURCES 311442 23799 392 4468 340101 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 5295000 44235000 3048072 820180 40590820 false false true true B 52556019 3615000 3942801 1269856 38693009 5035353 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 true false false false false false true A true B true Part VI ARBITRAGE REBATE COMPUTATION WAS PERFORMED ON 10/1/2024 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 true false true true false false false