2024-08-14T11:18:58-07:00 2023-09-30 990 2022-10-01 396054152 PRESBYTERIAN HOMES OF WISCONSIN INC PRES 6516316162 2845 N HAMLINE AVE ROSEVILLE MN 55113 MARK MEYER CFO 2024-08-14 true 2022 2024-08-08 14:25:15Z MARK MEYER 2845 N HAMLINE AVE ROSEVILLE MN 55113 349263 false X WWW.PRESHOMES.ORG X 1957 WI THE MISSION OF THE ORGANIZATION IS TO HONOR GOD BY ENRICHING THE LIVES AND TOUCHING THE HEARTS OF OLDER ADULTS. 8 7 0 0 0 79130 181333 270133 0 181333 349263 146699 158394 0 170928 0 0 295 38772 146994 368094 34339 -18831 14265337 14778664 21839 255181 14243498 14523483 X THE MISSION OF THE ORGANIZATION IS TO HONOR GOD BY ENRICHING THE LIVES AND TOUCHING THE HEARTS OF OLDER ADULTS. true false 203377 79130 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. 158394 158394 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. 361771 true false false false false false false false false true true true false true true true false true false false false false false false false false false false false true false false false false false false false false false false false false false true false false false true 0 0 false 0 false false false false false false false 0 false false false false false false false X 8 7 false true false false true true false true true false false true true true true true true false false false WI X HEIDI PETERSON 6516316162 2845 N HAMLINE AVE ROSEVILLE MN 55113 DAN LINDH CEO 1.00 39.00 X X 0 836839 25618 MARK MEYER TREASURER/CFO 1.00 39.00 X 0 449215 29663 JONATHAN FLETCHER VP DEVELOPMENT 1.00 39.00 0 358151 25188 DUANE LARSON VP OPERATIONS 1.00 39.00 0 329917 21874 MARK PEDERSON VP OPERATIONS 1.00 39.00 0 189597 22932 TERESA LARSON SVP EMPLOYEE EXPERIENCE 1.00 39.00 0 153546 10011 DEAN MULLER BOARD MEMBER 1.00 0.00 X 0 0 0 FRANK HABIB BOARD MEMBER 1.00 0.00 X 0 0 0 KEITH PIERCE BOARD MEMBER 1.00 0.00 X 0 0 0 MARTHA BROWN BOARD MEMBER 1.00 0.00 X 0 0 0 SUZY FRASIER Secretary 1.00 0.00 X X 0 0 0 JUDE CARLIN BOARD MEMBER 1.00 0.00 X 0 0 0 KEVIN SJOSTROM BOARD CHAIR 1.00 0.00 X X 0 0 0 JAMES GUCKENBERG BOARD MEMBER 1.00 0.00 X 0 0 0 JEFFREY HEIN BOARD MEMBER 1.00 0.00 X 0 0 0 RACHEL YATES BOARD MEMBER 1.00 0.00 X 0 0 0 2317265 135286 0 false true false 0 0 REHAB SERVICES 621610 79130 79130 79130 270133 270133 0 0 0 0 0 0 0 0 349263 79130 270133 158394 158394 0 0 0 0 0 151521 151521 294 294 7674 7674 11439 11439 0 0 0 0 0 0 0 869 869 612 612 0 0 4154 4154 2527 2527 0 0 0 0 1103 1103 0 MEDICAL SUPPLIES 28819 28819 MISC 688 688 0 368094 361771 6323 0 0 13441 189242 0 50077 0 0 0 0 0 24987 1104 23883 0 4429284 4851199 0 0 9822612 9664263 14265337 14778664 21839 41413 213768 21839 255181 X 11766718 11863841 2476780 2659642 14243498 14523483 14265337 14778664 -18831 298816 X false true X true false X X 6 AVALON SQAURE INC 311662044 10 false 30961 0 KIRKLAND CROSSINGS INC 311662039 10 false 17200 0 PHW MENEMONEE FALLS INC 463069542 10 false 110233 0 PHW GERMANTOWN INC 811502691 10 false 0 0 PHW OCONOMOWOC INC 825492636 10 false 0 0 PHW MUSKEGO INC 843659345 10 false 0 0 6 158394 0 false false false false false false false false false false false false false false false true Part I: Additional Information PART I, LINE 12G(iv): LISTED IN GOVERNING DOCUMENTSTHE SUPPORTED ORGANIZATIONS OF PRESBYTERIAN HOMES OF WISCONSIN, INC. AREN'T LISTED IN THE GOVERNING DOCUMENTS BY NAME, INSTEAD THE GOVERNING DOCUMENTS LIST THE CHARITABLE CLASS AND PURPOSE SUPPORTED BY THE TAXPAYER AND ITS SUPPORTED ORGANIZATION. Part IV, Section A, Line 1: Description Of How Supported Organizations Are Desigated PRESBYTERIAN HOMES OF WISCONSIN, INC. (PHW) AND ITS SUPPORTED ORGANIZATIONS' PURPOSE IS TO SERVE ELDERLY PERSONS BY AQCUIRING, DEVELOPING, MANAGING, OR OPERATING ONE MORE NON-PROFIT HOMES OR OTHER FACILITIES FOR THE ELDERY. PHW AND ITS SUPPORTED ORGANIZATIONS PROVIDE ELDERLY PERSONS WITH HOUSING, BOARD, MEDICAL, NURSING AND PHYSICAL CARE, AND OTHER SERVICES TO HELP THEM LEAD SATISFYING LIVES IN A CHRISTIAN ATMOSPHERE. 2476780 329839 146977 2659642 3242091 -618612 146699 2476780 2831564 555011 144484 3242091 2812569 158241 139246 2831564 2865333 84774 137538 2812569 1.00000 false false false 24987 1104 23883 23883 4851199 DUE FROM AFFILIATES 7688869 INVESTMENT IN AVALON SQUARE, INC. 1565794 INVESTMENT IN KIRKLAND CROSSINGS, INC. 350000 PERPETUAL TRUST 59600 9664263 DUE TO AFFILIATES 213768 213768 X Part V, Line 4: Intended uses of the endowment fund. PRESBYTERIAN HOMES OF WISCONSIN, INC.'S ENDOWMENT WAS ESTABLISHED TO SUPPORT OLDER ADULT SERVICES IN THE MILWAUKEE, WI. AREA THROUGH PROGRAM ASSISTANCE AND FINANCIAL ASSISTANCE FOR THOSE SENIORS WHO CANNOT AFFORD CARE AND RELATED SERVICES TO REMAIN VITAL AND IN THEIR HOMES. Part X : FIN48 Footnote THE ORGANIZATION AND ITS AFFILIATES ARE GENERALLY EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND APPLICABLE SECTIONS OF THE STATE STATUTES; CONSEQUENTLY, NO PROVISION HAS BEEN MADE FOR INCOME TAXES. HOWEVER, THERE ARE IMMATERIAL AMOUNTS OF UNRELATED BUSINESS INCOME IN CERTAIN AFFILIATES THAT ARE TAXABLE.THE ORGANIZATION FOLLOWS THE ACCOUNTING STANDARD FOR CONTINGENCIES IN EVALUATING UNCERTAIN TAX POSITIONS. THE ORGANIZATION FILES INFORMATION RETURNS AS A TAX-EXEMPT ORGANIZATION. SHOULD THAT STATUS BE CHALLENGED IN THE FUTURE, ALL YEARS SINCE INCEPTION COULD BE SUBJECT TO REVIEW BY THE IRS. false false false false false false false false false DAN LINDH CEO 813148 23691 14750 10868 862457 DUANE LARSON VP OPERATIONS 308632 21285 14750 7124 351791 JONATHAN FLETCHER VP DEVELOPMENT 351146 7005 12702 12486 383339 MARK MEYER TREASURER/CFO 425562 23653 14750 14913 478878 MARK PEDERSON VP OPERATIONS 188833 764 8019 14913 212529 TERESA LARSON SVP EMPLOYEE EXPERIENCE 145510 8036 7695 2316 163557 Form 990, Part III, Line 2 During FY2023, Presbyterian Homes and Services Rehabilitation was created to provide therapy services to older adults. Form 990, Part VI, Section A, Line 6 THE SOLE MEMBER OF THE ORGANIZATION IS PRESBYTERIAN HOMES & SERVICES. Form 990, Part VI, Section B, Line 11b THE ORGANIZATION'S 990 IS PROVIDED TO VOTING MEMBERS OF THE GOVERNING BODY PRIOR TO FILING WITH THE IRS. OFFICERS AND MANAGEMENT OF THE ORGANIZATION HAVE BEEN INVOLVED IN THE PREPARATION OF THE 990 AND HAVE REVIEWED THE 990 THROUGHOUT THE PROCESS. Form 990, Part VI, Section B, Line 12c THE ORGANIZATION OBTAINS ANNUALLY WRITTEN DISCLOSURE FROM GOVERNING BODY MEMBERS, OFFICERS AND KEY EMPLOYEES. MANAGEMENT AND OFFICERS REVIEW THESE DISCLOSURES AND EVALUATE WHETHER THE INTEREST COULD RESULT IN A CONFLICT AND THEN TAKE THE NECESSARY STEPS TO REMEDIATE ANY SUCH CONFLICT. Form 990, Part VI, Section C, Line 19 THE ORGANIZATION MAKES AVAILABLE ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY UPON REQUEST. FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE. FORM 990, PART VII, SECTION A SHARING OF HOURSOFFICERS & KEY EMPLOYEES SHARE THEIR HOURS BETWEEN THE FILING ORGANIZATION AND ITS RELATED ORGANIZATIONS. Schedule R Part II Identification of Tax-Exempt Organizations Schedule R Part II Identification of Tax-Exempt Organizations SEE ATTACHMENT FOR SCH R 2845 N HAMLINE AVE ROSEVILLE MN 55113 MN N/A false false false true false false false false false false false false false true false true true false false false