PHW MUSKEGO 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

2019

Legal Domicile

Principal Officer

JONATHAN FLETCHER

Phone

6516316162

Tax Period

2023-10-01 to 2024-09-30

PHW MUSKEGO INC, founded in 2019, is a community nonprofit in the Housing & Shelter sector that reported $6.3M in total revenue in fiscal year 2023. Revenue surged 378% from the prior year, signaling strong growth momentum.

Mission

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

Program Service Accomplishments

Program 1

Expenses: $5,659,028 Revenue: $5,996,633

PHW MUSKEGO, INC. IS LOCATED IN MUSKEGO, WISCONSIN CONSISTS OF 80 INDEPENDENT LIVING SENIOR APARTMENTS, 20 ASSISTED LIVING APARTMENTS AND 20 ASSISTED LIVING APARTMENTS SPECIALIZING IN MEMORY CARE.

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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 $566

Program Service Revenue $5,996,633

Investment Income $102,537

Other Revenue $231,483

TOTAL REVENUE $6,331,219

Expense Breakdown

Grants Paid $978

Salaries & Benefits $2,433,293

Fundraising Expenses $0

Program Expenses $5,659,028

Other Expenses $4,226,156

TOTAL EXPENSES $6,660,427

Year-over-Year Comparison

	2023	2022	Change
Revenue	$6,331,219	$1,325,143	+3.8%
Expenses	$6,660,427	$2,248,997	+2.0%
Net Income	$-329,208	$-923,854	-0.6%

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
JONATHON 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	BD SECRETARY	1.00	Officer Director	$0	$0	$0
REV LISA HECKMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
MARTHA BROWN	VICE CHAIR	1.00	Officer Director	$0	$0	$0
JEFFREY HEIN	BOARD MEMBER	1.00	Director	$0	$0	$0
FRANK HABIB	BOARD CHAIR	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	$6,331,219	$6,660,427	$45,659,121	$-329,208
2023	$1,325,143	$2,248,997	$47,604,727	$-923,854