PHW OCONOMOWOC 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

2018

Legal Domicile

Principal Officer

JONATHAN FLETCHER

Phone

6516316162

Tax Period

2023-10-01 to 2024-09-30

PHW OCONOMOWOC INC, founded in 2018, is a community nonprofit in the Housing & Shelter sector that reported $8.7M in total revenue in fiscal year 2023. Revenue grew 12% year-over-year, indicating healthy expansion.

Mission

THE MISSION OF PHW OCONOMOWOC, INC. IS TO HONOR GOD BY ENRICHING THE LIVES AND TOUCHING THE HEARTS OF OLDER ADULTS.

Program Service Accomplishments

Program 1

Expenses: $7,373,990 Revenue: $8,470,236

PHW OCONOMOWOC, INC. LOCATED IN WAUKESHA, WISCONSIN. THE CAMPUS CONSISTS OF 120 INDEPENDENT LIVING APARTMENTS, 20 ASSISTED LIVING APARTMENTS AND 18 ASSISTED LIVING APARTMENTS DESIGNATED FOR MEMORY...

PHW OCONOMOWOC, INC. LOCATED IN WAUKESHA, WISCONSIN. THE CAMPUS CONSISTS OF 120 INDEPENDENT LIVING APARTMENTS, 20 ASSISTED LIVING APARTMENTS AND 18 ASSISTED LIVING APARTMENTS DESIGNATED FOR MEMORY CARE SPECIFIC RESIDENTS.

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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 $6,859

Program Service Revenue $8,470,236

Investment Income $51,356

Other Revenue $203,413

TOTAL REVENUE $8,731,864

Expense Breakdown

Grants Paid $5,986

Salaries & Benefits $2,930,924

Fundraising Expenses $0

Program Expenses $7,373,990

Other Expenses $5,636,073

TOTAL EXPENSES $8,572,983

Year-over-Year Comparison

	2023	2022	Change
Revenue	$8,731,864	$7,770,918	+0.1%
Expenses	$8,572,983	$8,120,851	+0.1%
Net Income	$158,881	$-349,933	-1.5%

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

$1,318,331

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAN LINDH	PRESIDENT/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
DUANE LARSON	BOARD MEMBER	1.00	Director	$0	$10,839	$228,484
KEVIN SJOSTROM	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
REV LISA HECKMAN	BOARD MEMBER	0.00	Director	$0	$0	$0
MARTHA BROWN	BOARD MEMBER	1.00	Officer Director	$0	$0	$0
JEFFREY HEIN	BOARD MEMBER	1.00	Director	$0	$0	$0
FRANK HABIB	BOARD MEMBER	1.00	Officer Director	$0	$0	$0
DEAN MULLER	BOARD MEMBER	1.00	Director	$0	$0	$0
KEITH PIERCE	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	$8,731,864	$8,572,983	$50,302,820	$158,881
2023	$7,770,918	$8,120,851	$47,857,793	$-349,933
2022	$7,170,674	$7,672,715	$48,304,790	$-502,041
2021	$5,686,855	$6,923,779	$49,392,906	$-1,236,924
2020	$1,919,209	$4,391,137	$51,319,896	$-2,471,928
2019	$6,314	$177,554	$61,227,211	$-171,240
2018	No data	$10,500	$51,832,709	No data