PHW MENOMONEE FALLS INC (EIN 463069542) - Form 990 Financial Analysis & Trantor Score

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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

2013

Legal Domicile

Principal Officer

JONATHAN FLETCHER

Phone

6516316162

Tax Period

2023-10-01 to 2024-09-30

PHW MENOMONEE FALLS INC, founded in 2013, is a community nonprofit in the Housing & Shelter sector that reported $9.8M in total revenue in fiscal year 2023. Expenses of $8.7M left a modest 12% surplus.

Mission

TO HONOR GOD BY ENRICHING THE LIVES AND TOUCHING THE HEARTS OF OLDER ADULTS

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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 $120,959

Program Service Revenue $9,276,547

Investment Income $212,002

Other Revenue $216,176

TOTAL REVENUE $9,825,684

Expense Breakdown

Grants Paid $450

Salaries & Benefits $2,884,728

Fundraising Expenses $0

Program Expenses $7,339,017

Other Expenses $5,808,211

TOTAL EXPENSES $8,693,389

Year-over-Year Comparison

	2023	2022	Change
Revenue	$9,825,684	$9,198,561	+0.1%
Expenses	$8,693,389	$8,255,942	+0.1%
Net Income	$1,132,295	$942,619	+0.2%

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

101

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

$1,318,331

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	CFO/TREASURER	1.00	Officer	$0	$21,646	$500,746
JONATHAN FLETCHER	VP DEVELOPMENT	1.00		$0	$28,580	$408,664
MARK PEDERSON	SVP OPERATIONS	1.00		$0	$21,854	$295,435
DUANE LARSON	BOARD MEMBER	1.00	Director	$0	$10,839	$228,484
REV LISA HECKMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
KEVIN SJOSTROM	Secretary	1.00	Officer Director	$0	$0	$0
JEFFREY HEIN	BOARD MEMBER	1.00	Director	$0	$0	$0
DEAN MULLER	BOARD MEMBER	1.00	Director	$0	$0	$0
KEITH PIERCE	BOARD MEMBER	1.00	Director	$0	$0	$0
FRANK HABIB	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
MARTHA BROWN	VICE CHAIR	1.00	Officer 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	$9,825,684	$8,693,389	$105,343,567	$1,132,295
2023	$9,198,561	$8,255,942	$45,211,141	$942,619
2022	$8,440,324	$7,915,099	$44,892,373	$525,225
2021	$7,810,658	$7,919,912	$45,125,918	$-109,254
2020	$7,898,997	$8,172,987	$45,853,181	$-273,990
2019	$7,847,758	$7,835,317	$46,831,900	$12,441
2018	$7,438,938	$7,171,318	$47,269,038	$267,620

PHW MENOMONEE FALLS INC