2026-08-08T07:47:05-07:00 2025-09-30 990 2024-10-01 825492636 PHW OCONOMOWOC INC PHWO 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 9462371 false X WWW.PRESHOMES.ORG X 2018 WI THE MISSION OF PHW OCONOMOWOC, INC. IS TO HONOR GOD BY ENRICHING THE LIVES AND TOUCHING THE HEARTS OF OLDER ADULTS. 3 0 0 90 0 6859 10896 8470236 9133364 51356 104470 203413 212663 8731864 9461393 5986 6625 0 2930924 3154435 0 0 5636073 5679435 8572983 8840495 158881 620898 50302820 50368426 54886507 54331214 -4583687 -3962788 THE MISSION OF PHW OCONOMOWOC, INC. IS TO HONOR GOD BY ENRICHING THE LIVES AND TOUCHING THE HEARTS OF OLDER ADULTS. false false 7524491 6625 9133364 PHW OCONOMOWOC, INC. LOCATED IN WAUKESHA, WISCONSIN. THE CAMPUS CONSISTS OF 120 INDEPENDENT LIVING APARTMENTS, 20 ASSISTED LIVING APARTMENTS AND 18 ASSISTED LIVING APARTMENTS DESIGNATED FOR MEMORY CARE SPECIFIC RESIDENTS. 7524491 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 true 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 SENIOR HOUSING 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 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 39.00 X 0 0 0 3032442 161353 0 false true false PHS MANAGEMENT LLC 2845 HAMLINE AVE N ROSEVILLE MN 55113 MANAGEMENT FEE 466614 1 10896 10896 SERVICES TO RESIDENTS 623000 9133364 9133364 9133364 104470 104470 0 0 49355 49355 49355 49355 0 0 0 3486 978 2508 2508 BEAUTY SHOP 446199 28629 28629 CULINARY INCOME 721000 109513 109513 MISCELLANEOUS INCOME 900099 21730 21730 928 928 160800 9461393 9133364 317133 0 6625 6625 0 0 0 0 2611099 2216539 394560 31182 26470 4712 322448 273723 48725 189706 161040 28666 466614 466614 0 4896 4896 0 0 0 43051 43051 13580 2392 11188 107054 15745 91309 84383 84383 0 415504 415504 8205 8205 0 1378 1378 2272172 2272172 0 1636838 1636838 133842 133842 FOOD 221503 221503 BLDG MAINT 194768 194768 MISCELLANEOUS 61824 19025 42799 MEDICAL SUPPLIES 9513 9513 4310 4310 8840495 7524491 1316004 0 0 3824010 5282357 0 27779 15184 0 0 0 0 10392 11432 48306121 8607720 41245968 39698401 0 4420216 4611546 0 774454 749506 1 0 50302820 50368426 1800312 1753904 44194741 43674999 8891454 8902311 54886507 54331214 X -4583687 -3962788 -4583687 -3962788 50302820 50368426 X 620898 1 X false true X true false X 300946 131129 4983 6859 10896 454813 5185677 6830668 7512274 8470236 9133364 37132219 146077 35587 142511 139070 463245 0 0 5486623 7107874 7552844 8619606 9283330 38050277 0 204232 201955 202239 262538 235803 1106767 204232 201955 202239 262538 235803 1106767 36943510 38652 28175 54759 98571 153825 373982 0 38652 28175 54759 98571 153825 373982 0 161580 37590 166149 15746 25216 406281 5686855 7173639 7773752 8733923 9462371 38830540 0.95140 0.93820 0.00960 0.01010 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2200000 2200000 41602982 6404338 35198644 866854 226546 640308 3636285 1976836 1659449 39698401 4611546 DUE TO AFFILIATES 8902311 8902311 X 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. true 0 0 SCHOLARSHIPS 2 6625 Additional Supplemental Information SCHEDULE I, PART I, LINE 2: INDIVIDUAL SCHOLARSHIP RECIPIENTS MUST BE EMPLOYED BY PHS FOR AT LEAST THREE MONTHS, WORK AN AVERAGE OF 10 HOURS A WEEK, MAINTAIN AN EXCELLENT WORK RECORD, PROVIDE PROOF OF ACCEPTANCE OR ENROLLMENT IN A DEGREED PROGRAM, RECEIVE THE ENDORSEMENT OF THEIR MANAGER, CAMPUS ADMINISTRATOR, AND BY THEIR HUMAN RESOURCES REPRESENTATIVE. 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 SENIOR HOUSING 311442 23799 392 4468 340101 A WI HEALTH & EDUCATION 391337855 2018-09-27 45776888 CONSTRUCTION OF FACILITY false false false A 2550000 45776888 2926305 817111 38878178 3277943 false false true true A false false false false false false true A false false false true false false false true A true Part VI PART 1(C) CUSIP # 977712DR81PART IV ARBITRAGE QUESTION 2C - REBATE COMPUTATION WAS PERFORMED 9/1/2023 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 XI, Line 9 Rounding = $1 FORM 990, PART VII, SECTION A SHARING OF HOURSOFFICERS & KEY EMPLOYEES SHARE THEIR HOURS BETWEEN THE FILING ORGANIZATION AND ITS RELATED ORGANIZATIONS. SEE ATTACHMENT R 2845 HAMLINE AVE N ROSEVILLE MN 55113 MN N/A false false false true false false false false false false false false false false false true true false false false