Nonprofit · EIN 84-3659345
PHW MUSKEGO INC
Tax-exempt · ROSEVILLE, MN 55113
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $7,225,578 | $6,963,216 | $262,362 | $45,750,320 | $46,785,788 | -$1,035,468 |
| September 30, 2024 | 990 | $6,331,219 | $6,660,427 | -$329,208 | $45,659,121 | $46,956,951 | -$1,297,830 |
| September 30, 2023 | 990 | $1,325,143 | $2,248,997 | -$923,854 | $47,604,727 | $48,573,349 | -$968,622 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $797,225
- Program service revenue
- $6,088,838
- Investment income
- $74,950
- Net rental income
- $15,926
- Net income from sales of inventory
- $3,273
- Other revenue
- $264,565
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Other salaries and wages
- $2,225,680
- Salaries, compensation and benefits (total)
- $2,625,599
- Professional fundraising fees
- $0
- Legal fees
- $4,622
- Accounting fees
- $4,896
- Occupancy
- $267,811
- Travel
- $7,679
- Depreciation
- $1,568,629
- Program services (functional)
- $5,910,246
- Management and general (functional)
- $1,052,970
Balance sheet and other
- Total assets, start of year
- $45,659,121
- Total assets, end of year
- $45,750,320
- Total liabilities, end of year
- $46,785,788
- Net assets, end of year
- -$1,035,468
- Land, buildings and equipment
- $41,189,378
- Net assets without donor restrictions
- -$1,035,468
- Gross receipts
- $7,226,649
- Employees
- 0
- Volunteers
- 128
- Year formed
- 2019
- 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 Trustee or director, 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 | 1 | $0 | $299,277 | $25,661 |
| DUANE LARSON | BOARD MEMBER Trustee or director | 1 | $0 | $210,441 | $10,481 |
| JANET KRAHN | CAMPUS ADMIN | 40 | $116,539 | $0 | $8,676 |
| 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 |
| MARK PEDERSON | VP OPERATIONS | 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 |
| JONATHON 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 | BD SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| REV LISA HECKMAN | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MARTHA BROWN | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JEFFREY HEIN | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| FRANK HABIB | BOARD CHAIR 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 |
| JONATHON 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 | 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
- % PETER GREGORY
- Mailing address (990-N for 2021)
- 2845 Hamline Avenue North, Roseville MN 55113
- Principal officer (990 for 2024)
- JONATHAN FLETCHER, 2845 HAMLINE AVE N, ROSEVILLE, MN 55113
- Principal officer (990-N for 2021)
- 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 MUSKEGO, INC. IS LOCATED IN MUSKEGO, WISCONSIN CONSISTS OF 80 INDEPENDENT LIVING SENIOR APARTMENTS, 20 ASSISTED LIVING APARTMENTS AND 20 ASSISTED LIVING APARTMENTS SPECIALIZING IN MEMORY CARE.Expenses $5,910,246 · revenue $6,088,838
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
- 84-3659345
- 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
- 2020
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Housing and shelter (L22)
- Assets (IRS master file)
- $45,750,320
- Income (IRS master file)
- $7,226,649
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $7,225,578 | $6,963,216 | $45,750,320 | XML |
| 990 | September 2024 | $6,331,219 | $6,660,427 | $45,659,121 | XML |
| 990 | September 2023 | $1,325,143 | $2,248,997 | $47,604,727 | XML |
| 990-N for 2021 Officer: Dan Lindh | September 30, 2022 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2020 Officer: Mark Meyer | September 30, 2021 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2019 Officer: MARK MEYER | September 30, 2020 | ≤ $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 84-3659345).
Questions about PHW MUSKEGO INC
- What is the EIN of PHW MUSKEGO INC?
- The employer identification number (EIN) of PHW MUSKEGO INC is 84-3659345.
- Is PHW MUSKEGO INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2020.
- Are donations to PHW MUSKEGO INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does PHW MUSKEGO 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 MUSKEGO 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 MUSKEGO 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 MUSKEGO INC?
- The 990 for the year ended September 30, 2025 names JONATHAN FLETCHER.
- Who are the officers and directors of PHW MUSKEGO INC?
- The 990 for the year ended September 30, 2025 lists 13 people; 1 received compensation from the organization.
- How much revenue does PHW MUSKEGO INC have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $7,225,578, expenses of $6,963,216 and total assets of $45,750,320 at year end.
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