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Nonprofiteer
← PRESBYTERIAN HOMES OF WISCONSIN INC

Form 990 for tax year 2023

Filed by PRESBYTERIAN HOMES OF WISCONSIN INC.

Totals

Total revenue
$1,086,389
Total expenses
$919,990
Contributions and grants received
$0
Grants paid
$36,744
Program service revenue
$1,086,328
Investment income
$0
Other revenue
$61
Total assets, end of year
$15,999,326
Total liabilities, end of year
$646,405
Net assets or fund balances, end of year
$15,352,921
Program services expenses (Part IX)
$741,631
Management and general expenses
$178,359
Fundraising expenses
$0
Program service expenses (Part III)
$741,631

Program services were 80.6% 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.

  • 2a · Program service revenue: Membership Dues & Assessments

    total $423,672 · related or exempt $423,672

  • 2b · Program service revenue: REHAB SERVICES

    total $662,656 · related or exempt $662,656

  • 3 · Investment income

    total $0

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6d · Net rental income or loss

    total $0

  • 7d · Net gain or loss

    total $0

  • 8c · Net income from fundraising events

    total $0

  • 9c · Net income from gaming

    total $0

  • 10c · Net income from sales of inventory

    total $0

  • 11a · Other revenue: MISC INCOME

    total $61 · excluded $61

  • 11e · Other revenue, total

    $61

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $36,744 · program services $36,744

  • 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 $717,107 · program services $620,238 · management and general $96,869

  • 8 · Pension plan contributions

    total $3,797 · program services $3,284 · management and general $513

  • 9 · Other employee benefits

    total $20,873 · program services $18,053 · management and general $2,820

  • 10 · Payroll taxes

    total $53,266 · program services $46,071 · management and general $7,195

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $0

  • 11c · Fees: accounting

    total $0

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $0

  • 11g · Fees: other

    total $0

  • 12 · Advertising and promotion

    total $4,968 · program services $6 · management and general $4,962

  • 13 · Office expenses

    total $2,418 · management and general $2,418

  • 14 · Information technology

    total $41,604 · management and general $41,604

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $19,179 · management and general $19,179

  • 17 · Travel

    total $6,626 · program services $6,626

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $328 · program services $328

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $4,719 · program services $4,719

  • 23 · Insurance

    total $0

  • 24a · Other expenses: MEDICAL SUPPLIES

    total $5,562 · program services $5,562

  • 24b · Other expenses: MISC

    total $2,799 · management and general $2,799

  • 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 $189,242 · end of year $251,291

  • 3 · Pledges and grants receivable

    end of year $0

  • 4 · Accounts receivable

    beginning of year $50,077 · end of year $143,023

  • 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

    end of year -$1

  • 10a · Land, buildings and equipment: cost or other basis

    $29,660

  • 10b · Land, buildings and equipment: accumulated depreciation

    $5,822

  • 10c · Land, buildings and equipment, net

    beginning of year $23,883 · end of year $23,838

  • 11 · Investments: publicly traded securities

    end of year $0

  • 12 · Investments: other securities

    beginning of year $4,851,199 · end of year $5,788,857

  • 13 · Investments: program-related

    end of year $0

  • 14 · Intangible assets

    end of year $0

  • 15 · Other assets

    beginning of year $9,664,263 · end of year $9,792,318

  • 17 · Accounts payable and accrued expenses

    beginning of year $41,413 · end of year $56,138

  • 25 · Other liabilities

    beginning of year $213,768 · end of year $590,267

  • 27 · Net assets without donor restrictions

    beginning of year $11,863,841 · end of year $12,234,070

  • 28 · Net assets with donor restrictions

    beginning of year $2,659,642 · end of year $3,118,851

Mission and programs · 2023

Mission

THE MISSION OF THE ORGANIZATION IS TO HONOR GOD BY ENRICHING THE LIVES AND TOUCHING THE HEARTS OF OLDER ADULTS.

  • Significantly expanding our rehabilitation services (physical therapy, speech-language pathology, occupational therapy and other supportive services) to nearly all PHS communities so that residents can receive therapy at their PHS campus, coordinated with fitness, wellness, life enrichment and other services. These expanded on-site services reduced the time and expense for residents and families traveling to receive rehabilitation services off-site.

    Expenses $704,887 · Revenue $662,656

  • Presbyterian Homes was established in 1957 to provide a place where older men and women could live with confidence, independence, security and dignity. Through partnerships with other non-profit organizations and institutions, we provide quality residential communities, services, resources and information to senior adults and their families. Within a continuum care environment, we offer a range of services to address the needs of both independent and frail senior adults. As a non-profit organization, one of our primary objectives is to allow seniors in our care to remain as independent as possible for as long as possible. * Through our Benevolent Fund, we are able to offer reduced rates to low-income individuals.

    Expenses $36,744 · Grants $36,744

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

    TREASURER/CFO

    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

    VP 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

  • Kevin Sjostrom

    BOARD SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Frank Habib

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Martha Brown

    BRD VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Rev Lisa Heckman

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Jeffrey Hein

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Dean Muller

    BRD VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Keith Pierce

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Duane Larson

    BOARD MEMBER

    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

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
202522249349301517

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