Totals
- Total revenue
- $8,363,094
- Total expenses
- $7,984,862
- Contributions and grants received
- $11,063
- Grants paid
- $0
- Program service revenue
- $8,008,425
- Investment income
- $219,126
- Other revenue
- $124,480
- Total assets, end of year
- $41,311,667
- Total liabilities, end of year
- $44,653,514
- Net assets or fund balances, end of year
- -$3,341,847
- Program services expenses (Part IX)
- $6,885,753
- Management and general expenses
- $1,099,109
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $6,885,753
Program services were 86.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1d · Related organizations
$11,063
-
2a · Program service revenue: SERVICES TO RESIDENTS
total $8,008,425 · related or exempt $8,008,425
-
3 · Investment income
total $219,126 · excluded $219,126
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6a · Gross rents
real property $29,814
-
6c · Rental income or loss
real property $29,814
-
6d · Net rental income or loss
total $29,814 · excluded $29,814
-
7d · Net gain or loss
total $0
-
8c · Net income from fundraising events
total $0
-
9c · Net income from gaming
total $0
-
10a · Gross sales of inventory
$5,751
-
10b · Cost of goods sold
$4,891
-
10c · Net income from sales of inventory
total $860 · excluded $860
-
11a · Other revenue: CULINARY INCOME
total $78,982 · excluded $78,982
-
11b · Other revenue: MISCELLANEOUS INCOME
total $6,800 · excluded $6,800
-
11c · Other revenue: OTHER RESIDENT SRVC
total $5,425 · excluded $5,425
-
11d · All other revenue
total $2,599 · excluded $2,599
-
11e · Other revenue, total
$93,806
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $0
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $2,405,682 · program services $2,064,773 · management and general $340,909
-
8 · Pension plan contributions
total $22,748 · program services $19,524 · management and general $3,224
-
9 · Other employee benefits
total $224,940 · program services $193,064 · management and general $31,876
-
10 · Payroll taxes
total $178,377 · program services $153,099 · management and general $25,278
-
11a · Fees: management
total $394,393 · management and general $394,393
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $4,752 · management and general $4,752
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $76,877 · program services $76,877
-
12 · Advertising and promotion
total $16,573 · program services $3,289 · management and general $13,284
-
13 · Office expenses
total $99,609 · program services $24,944 · management and general $74,665
-
14 · Information technology
total $73,332 · management and general $73,332
-
15 · Royalties
total $0
-
16 · Occupancy
total $477,772 · program services $477,772
-
17 · Travel
total $15,626 · program services $15,626
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $688 · program services $688
-
20 · Interest
total $1,875,038 · program services $1,875,038
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $1,405,755 · program services $1,405,755
-
23 · Insurance
total $113,523 · management and general $113,523
-
24a · Other expenses: CULINARY
total $298,455 · program services $298,455
-
24b · Other expenses: BLDG MAINT
total $251,129 · program services $251,129
-
24c · Other expenses: MISCELLEANOUS
total $37,648 · program services $13,775 · management and general $23,873
-
24d · Other expenses: MEDICAL SUPPLIES
total $11,945 · program services $11,945
-
24e · All other expenses
total $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
end of year $0
-
2 · Savings and temporary cash investments
beginning of year $3,093,182 · end of year $4,011,340
-
3 · Pledges and grants receivable
end of year $0
-
4 · Accounts receivable
beginning of year $89,250 · end of year $90,220
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $8,775 · end of year $9,652
-
10a · Land, buildings and equipment: cost or other basis
$41,208,773
-
10b · Land, buildings and equipment: accumulated depreciation
$8,101,907
-
10c · Land, buildings and equipment, net
beginning of year $34,337,465 · end of year $33,106,866
-
11 · Investments: publicly traded securities
end of year $0
-
12 · Investments: other securities
beginning of year $3,048,692 · end of year $3,219,196
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
beginning of year $902,955 · end of year $874,393
-
15 · Other assets
end of year $0
-
17 · Accounts payable and accrued expenses
beginning of year $776,121 · end of year $805,382
-
20 · Tax-exempt bond liabilities
beginning of year $36,845,000 · end of year $36,285,000
-
25 · Other liabilities
beginning of year $7,579,277 · end of year $7,563,132
-
27 · Net assets without donor restrictions
beginning of year -$3,720,079 · end of year -$3,341,847
Mission and programs · 2023
Mission
TO HONOR GOD BY ENRICHING THE LIVES AND TOUCHING THE HEARTS OF OLDER ADULTS.
-
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 $6,885,753 · Revenue $8,008,425
As filed on the 2023 return.
Listed in Part VII
-
DAN LINDH
CEO
- Total calculated
- $1,089,847
- From this org
- $0
- From related orgs
- $1,063,597
- Other
- $26,250
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- not reported + $1,034,206 related
- Bonus
- not reported
- Other
- not reported + $29,391 related
- Deferred
- not reported + $15,000 related
- Nontaxable benefits
- not reported + $11,250 related
- Filer's total
- not reported + $1,089,847 related
-
MARK MEYER
CFO/TREASURER
- Total calculated
- $500,746
- From this org
- $0
- From related orgs
- $479,100
- Other
- $21,646
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- not reported + $453,089 related
- Bonus
- not reported
- Other
- not reported + $26,011 related
- Deferred
- not reported + $15,000 related
- Nontaxable benefits
- not reported + $6,646 related
- Filer's total
- not reported + $500,746 related
-
JONATHAN FLETCHER
VP DEVELOPMENT
- Total calculated
- $408,664
- From this org
- $0
- From related orgs
- $380,084
- Other
- $28,580
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- not reported + $379,729 related
- Bonus
- not reported
- Other
- not reported + $355 related
- Deferred
- not reported + $13,293 related
- Nontaxable benefits
- not reported + $15,287 related
- Filer's total
- not reported + $408,664 related
-
MARK PEDERSON
SVP OPERATIONS
- Total calculated
- $295,435
- From this org
- $0
- From related orgs
- $273,581
- Other
- $21,854
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- not reported + $272,556 related
- Bonus
- not reported
- Other
- not reported + $1,025 related
- Deferred
- not reported + $11,375 related
- Nontaxable benefits
- not reported + $10,479 related
- Filer's total
- not reported + $295,435 related
-
DUANE LARSON
BOARD MEMBER
- Total calculated
- $228,484
- From this org
- $0
- From related orgs
- $217,645
- Other
- $10,839
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- not reported + $194,288 related
- Bonus
- not reported
- Other
- not reported + $23,357 related
- Deferred
- not reported + $10,839 related
- Nontaxable benefits
- not reported
- Filer's total
- not reported + $228,484 related
-
REV LISA HECKMAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
JEFFREY HEIN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
DEAN MULLER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
FRANK HABIB
Chairman
- Total calculated
- $0
- Hours/week
- 1
-
MARTHA BROWN
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
KEITH PIERCE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
KEVIN SJOSTROM
Secretary
- Total calculated
- $0
- Hours/week
- 1
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
SEE ATTACHMENT FOR SCH R
MN
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 12 August 2025
- IRS schema version
- 2023v6.0
- Source object
- 202542249349301854
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