PRESBYTERIAN HOMES OF WISCONSIN INC

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1957

Legal Domicile

Principal Officer

JONATHAN FLETCHER

Phone

6516316162

Tax Period

2023-10-01 to 2024-09-30

PRESBYTERIAN HOMES OF WISCONSIN INC, founded in 1957, is a community nonprofit in the Housing & Shelter sector that reported $1.1M in total revenue in fiscal year 2023. Revenue surged 211% from the prior year, signaling strong growth momentum. The organization ran a surplus of $166K, a strong 15% operating margin.

Mission

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

Program Service Accomplishments

Program 1

Expenses: $704,887 Revenue: $662,656

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.

Program 2

Expenses: $36,744

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...

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $1,086,328

Investment Income $0

Other Revenue $61

TOTAL REVENUE $1,086,389

Expense Breakdown

Grants Paid $36,744

Salaries & Benefits $795,043

Fundraising Expenses $0

Program Expenses $741,631

Other Expenses $88,203

TOTAL EXPENSES $919,990

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,086,389	$349,263	+2.1%
Expenses	$919,990	$368,094	+1.5%
Net Income	$166,399	$-18,831	-9.8%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$1,590,593

Total Directors

$1,089,847

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAN LINDH	CEO	1.00	Officer Director	$0	$26,250	$1,089,847
MARK MEYER	TREASURER/CFO	1.00	Officer	$0	$21,646	$500,746
JONATHAN FLETCHER	VP DEVELOPMENT	1.00		$0	$28,580	$408,664
MARK PEDERSON	VP OPERATIONS	1.00		$0	$21,854	$295,435
KEVIN SJOSTROM	BOARD SECRETARY	1.00	Officer Director	$0	$0	$0
FRANK HABIB	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
MARTHA BROWN	BRD VICE CHAIR	1.00	Officer Director	$0	$0	$0
REV LISA HECKMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
JEFFREY HEIN	BOARD MEMBER	1.00	Director	$0	$0	$0
DEAN MULLER	BRD VICE CHAIR	1.00	Director	$0	$0	$0
KEITH PIERCE	BOARD MEMBER	1.00	Officer Director	$0	$0	$0
DUANE LARSON	BOARD MEMBER	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$1,086,389	$919,990	$15,999,326	$166,399
2023	$349,263	$368,094	$14,778,664	$-18,831
2022	$181,333	$146,994	$14,265,337	$34,339
2021	$909,920	$70,280	$15,509,861	$839,640
2020	$765,650	$70,355	$14,237,380	$695,295
2019	$1,919,111	$70,465	$13,521,885	$1,848,646
2018	$514,820	$773,275	$11,751,095	$-258,455