Nonprofit · EIN 82-5492636
PHW OCONOMOWOC INC
Tax-exempt · ROSEVILLE, MN 55113
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $9,461,393 | $8,840,495 | $620,898 | $50,368,426 | $54,331,214 | -$3,962,788 |
| September 30, 2024 | 990 | $8,731,864 | $8,572,983 | $158,881 | $50,302,820 | $54,886,507 | -$4,583,687 |
| September 30, 2023 | 990 | $7,770,918 | $8,120,851 | -$349,933 | $47,857,793 | $52,600,361 | -$4,742,568 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $10,896
- Program service revenue
- $9,133,364
- Investment income
- $104,470
- Net rental income
- $49,355
- Net income from sales of inventory
- $2,508
- Other revenue
- $212,663
Expenses
- Grants and similar amounts paid
- $6,625
- Compensation of officers, directors and key employees
- $0
- Other salaries and wages
- $2,611,099
- Salaries, compensation and benefits (total)
- $3,154,435
- Professional fundraising fees
- $0
- Accounting fees
- $4,896
- Occupancy
- $415,504
- Travel
- $8,205
- Depreciation
- $1,636,838
- Program services (functional)
- $7,524,491
- Management and general (functional)
- $1,316,004
Balance sheet and other
- Total assets, start of year
- $50,302,820
- Total assets, end of year
- $50,368,426
- Total liabilities, end of year
- $54,331,214
- Net assets, end of year
- -$3,962,788
- Land, buildings and equipment
- $39,698,401
- Net assets without donor restrictions
- -$3,962,788
- Gross receipts
- $9,462,371
- Employees
- 0
- Volunteers
- 90
- Year formed
- 2018
- 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 SENIOR HOUSING | 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 |
| 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 | BRD VICE CHAIR 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 | PRESIDENT/CEO Trustee or director, Officer | 1 | $0 | $1,063,597 | $26,250 |
| MARK MEYER | TREASURER/CFO Officer | 1 | $0 | $479,100 | $21,646 |
| JONATHAN FLETCHER | VP DEVELOPMENT | 1 | $0 | $380,084 | $28,580 |
| MARK PEDERSON | VP OPERATIONS | 1 | $0 | $273,581 | $21,854 |
| DUANE LARSON | BOARD MEMBER Trustee or director | 1 | $0 | $217,645 | $10,839 |
| KEVIN SJOSTROM | BOARD CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| REV LISA HECKMAN | BOARD MEMBER Trustee or director | 0 | $0 | $0 | $0 |
| MARTHA BROWN | BOARD MEMBER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JEFFREY HEIN | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| FRANK HABIB | BOARD MEMBER Trustee or director, Officer | 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 |
990 for the year ended September 30, 2023: 16 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DAN LINDH | PRESIDENT/CEO Trustee or director, Officer | 1 | $0 | $836,839 | $25,618 |
| MARK MEYER | TREASURER/CFO Officer | 1 | $0 | $449,215 | $29,663 |
| JONATHAN FLETCHER | VP DEVELOPMENT | 1 | $0 | $358,151 | $25,188 |
| DUANE LARSON | VP OPERATIONS | 1 | $0 | $329,917 | $21,874 |
| MARK PEDERSON | VP OPERATIONS | 1 | $0 | $189,597 | $22,932 |
| TERESA LARSON | SVP EMPLOYEE EXPERIENCE | 1 | $0 | $153,546 | $10,011 |
| KEVIN SJOSTROM | BOARD CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| SUZY FRASIER | BRD SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MARTHA BROWN | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JUDE CARLIN | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JAMES GUCKENBERG | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| FRANK HABIB | 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 |
| KEITH PIERCE | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| RACHEL YATES | BRD CHAIR 12/21 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
- Principal officer (990 for 2024)
- JONATHAN FLETCHER, 2845 N HAMLINE AVE, ROSEVILLE, MN 55113
- Signed the 990
- HEIDI PETERSON, CFO
- Phone
- (651) 631-6162
- Website
- WWW.PRESHOMES.ORG
Mission
THE MISSION OF PHW OCONOMOWOC, INC. IS TO HONOR GOD BY ENRICHING THE LIVES AND TOUCHING THE HEARTS OF OLDER ADULTS.
Program accomplishments
- 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.Expenses $7,524,491 · grants $6,625 · revenue $9,133,364
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
- 82-5492636
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2018
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Housing and shelter (L22)
- Assets (IRS master file)
- $50,368,426
- Income (IRS master file)
- $9,462,371
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $9,461,393 | $8,840,495 | $50,368,426 | XML |
| 990 | September 2024 | $8,731,864 | $8,572,983 | $50,302,820 | XML |
| 990 | September 2023 | $7,770,918 | $8,120,851 | $47,857,793 | XML |
| 990 | September 2022 | $7,170,674 | $7,672,715 | $48,304,790 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 2018 | – | – | – | IRS |
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 82-5492636).
Questions about PHW OCONOMOWOC INC
- What is the EIN of PHW OCONOMOWOC INC?
- The employer identification number (EIN) of PHW OCONOMOWOC INC is 82-5492636.
- Is PHW OCONOMOWOC INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2018.
- Are donations to PHW OCONOMOWOC INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does PHW OCONOMOWOC 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 OCONOMOWOC 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 OCONOMOWOC 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 OCONOMOWOC INC?
- The 990 for the year ended September 30, 2025 names JONATHAN FLETCHER.
- Who are the officers and directors of PHW OCONOMOWOC INC?
- The 990 for the year ended September 30, 2025 lists 11 people; 0 received compensation from the organization.
- How much revenue does PHW OCONOMOWOC INC have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $9,461,393, expenses of $8,840,495 and total assets of $50,368,426 at year end.
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