Nonprofit · EIN 81-1502691
PHW GERMANTOWN INC
Tax-exempt · ROSEVILLE, MN 55113
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $8,461,544 | $8,260,488 | $201,056 | $40,931,083 | $44,071,875 | -$3,140,792 |
| September 30, 2024 | 990 | $8,363,094 | $7,984,862 | $378,232 | $41,311,667 | $44,653,514 | -$3,341,847 |
| September 30, 2023 | 990 | $7,598,629 | $7,764,572 | -$165,943 | $41,480,319 | $45,200,398 | -$3,720,079 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $18,622
- Program service revenue
- $8,149,251
- Investment income
- $166,847
- Net rental income
- $28,484
- Net income from sales of inventory
- -$3,004
- Other revenue
- $126,824
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Other salaries and wages
- $2,524,096
- Salaries, compensation and benefits (total)
- $2,991,484
- Professional fundraising fees
- $0
- Legal fees
- $2,393
- Accounting fees
- $4,896
- Occupancy
- $427,576
- Travel
- $16,444
- Depreciation
- $1,425,041
- Program services (functional)
- $6,996,990
- Management and general (functional)
- $1,263,498
Balance sheet and other
- Total assets, start of year
- $41,311,667
- Total assets, end of year
- $40,931,083
- Total liabilities, end of year
- $44,071,875
- Net assets, end of year
- -$3,140,792
- Land, buildings and equipment
- $31,894,187
- Net assets without donor restrictions
- -$3,140,792
- Gross receipts
- $8,469,149
- Employees
- 0
- Volunteers
- 117
- Year formed
- 2016
- State of legal domicile
- WI
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DAN LINDH | PRESIDENT/CEO Trustee or director, Officer | 1 | $0 | $994,222 | $29,111 |
| MARK MEYER | TREASURER/CFO Officer | 1 | $0 | $499,375 | $29,211 |
| JONATHAN FLETCHER | BOARD CHAIR Trustee or director, Officer | 1 | $0 | $396,038 | $31,984 |
| REBECCA RAUEN | VP HUMAN RESOURCES | 1 | $0 | $335,241 | $4,860 |
| HEIDI PETERSON | BOARD SEC/TREAS Trustee or director, Officer | 1 | $0 | $297,848 | $30,045 |
| MARK PEDERSON | BRD VICE CHAIR Trustee or director, Officer | 1 | $0 | $299,277 | $25,661 |
| DUANE LARSON | BOARD MEMBER Trustee or director | 1 | $0 | $210,441 | $10,481 |
| MARTHA D'AGOSTINO | CAMPUS ADMIN | 40 | $112,940 | $0 | $21,065 |
| KEVIN SJOSTROM | BOARD SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| FRANK HABIB | BOARD CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MARTHA BROWN | BOARD MEMBER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| REV LISA HECKMAN | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended September 30, 2024: 12 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DAN LINDH | CEO Trustee or director, Officer | 1 | $0 | $1,063,597 | $26,250 |
| MARK MEYER | CFO/TREASURER Officer | 1 | $0 | $479,100 | $21,646 |
| JONATHAN FLETCHER | VP DEVELOPMENT | 1 | $0 | $380,084 | $28,580 |
| MARK PEDERSON | SVP OPERATIONS | 1 | $0 | $273,581 | $21,854 |
| DUANE LARSON | BOARD MEMBER Trustee or director | 1 | $0 | $217,645 | $10,839 |
| REV LISA HECKMAN | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JEFFREY HEIN | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| DEAN MULLER | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| FRANK HABIB | Chairman Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MARTHA BROWN | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| KEITH PIERCE | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| KEVIN SJOSTROM | Secretary Trustee or director, Officer | 1 | $0 | $0 | $0 |
990 for the year ended September 30, 2023: 16 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DAN LINDH | CEO Trustee or director, Officer | 1 | $0 | $836,839 | $25,618 |
| MARK MEYER | CFO/TREASURER Officer | 1 | $0 | $449,215 | $29,663 |
| JONATHAN FLETCHER | VP DEVELOPMENT | 1 | $0 | $358,151 | $25,188 |
| DUANE LARSON | VP AFFILIATE BD | 1 | $0 | $329,917 | $21,874 |
| MARK PEDERSON | SVP OPERATIONS | 1 | $0 | $189,597 | $22,932 |
| TERESA LARSON | SVP HUMAN RESOURCES | 1 | $0 | $153,546 | $10,011 |
| JUDE CARLIN | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| SUZY FRAISER | BOARD SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| FRANK HABIB | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MARTHA BROWN | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JAMES GUCKENBERG | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| DEAN MULLER | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| KEITH PIERCE | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| KEVIN SJOSTROM | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JEFFREY HEIN | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| RACHEL YATES | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2845 HAMLINE AVE N, ROSEVILLE, MN 55113-1888
- In care of
- % JANNA SEVERANCE
- Mailing address (990-N for 2015)
- 2845 Hamline Avenue North, Roseville MN 55113
- Principal officer (990 for 2024)
- JONATHAN FLETCHER, 2845 N HAMLINE AVE, ROSEVILLE, MN 55113
- Principal officer (990-N for 2015)
- Dan Lindh, 2845 Hamline Avenue North, Roseville MN 55113
- Signed the 990
- HEIDI PETERSON, CFO
- Phone
- (651) 631-6162
- Website
- WWW.PRESHOMES.ORG
Mission
TO HONOR GOD BY ENRICHING THE LIVES AND TOUCHING THE HEARTS OF OLDER ADULTS.
Program accomplishments
- PHW GERMANTOWN, INC. (DOING BUSINESS AS FAIRWAY KNOLL) IS LOCATED IN GERMAN TOWN, WISCONSIN. THE CAMPUS CONSISTS OF 92 INDEPENDENT LIVING SENIOR APARTMENTS, 42 ASSISTED LIVING APARTMENTS AND 18 ASSISTED LIVING APARTMENTS DESIGNATED FOR SPECIALIZED MEMORY CARE.Expenses $6,996,990 · revenue $8,149,251
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 81-1502691
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2016
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Housing and shelter (L22)
- Assets (IRS master file)
- $40,931,083
- Income (IRS master file)
- $8,469,149
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $8,461,544 | $8,260,488 | $40,931,083 | XML |
| 990 | September 2024 | $8,363,094 | $7,984,862 | $41,311,667 | XML |
| 990 | September 2023 | $7,598,629 | $7,764,572 | $41,480,319 | XML |
| 990 | September 2022 | $6,938,469 | $6,955,329 | $42,284,059 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 2018 | – | – | – | IRS |
| 990-N for 2015 Officer: Dan Lindh | September 30, 2016 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 81-1502691).
Questions about PHW GERMANTOWN INC
- What is the EIN of PHW GERMANTOWN INC?
- The employer identification number (EIN) of PHW GERMANTOWN INC is 81-1502691.
- Is PHW GERMANTOWN INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
- Are donations to PHW GERMANTOWN INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does PHW GERMANTOWN INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of PHW GERMANTOWN INC due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PHW GERMANTOWN INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of PHW GERMANTOWN INC?
- The 990 for the year ended September 30, 2025 names JONATHAN FLETCHER.
- Who are the officers and directors of PHW GERMANTOWN INC?
- The 990 for the year ended September 30, 2025 lists 12 people; 1 received compensation from the organization.
- How much revenue does PHW GERMANTOWN INC have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $8,461,544, expenses of $8,260,488 and total assets of $40,931,083 at year end.
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