To honor god by enriching the lives and touching the hearts of older adults

501(c)(3) charity; gifts are tax-deductible.
87¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 6
filings with a surplus
Average surplus $535K a year · 6% of revenue · last 6 filings
Fine: a surplus in 4 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
87%
of spending
Looks good: 87% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
6 mo
of spending, in cash
Plus $4.8M in investments, Pt X · Ln 11–13
Looks good: 5.8 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $26K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$46.9M
104% of total assets
Concern: liabilities are 104% of assets; over 80%.
Pt X · Ln 26
Independent board members
12
of 13 voting members
Looks good: 12 of 13 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$7.8M
-1% vs prior year
Spent
$7.9M
To programs
87%
Net assets
−$1.8M
By yearFY2020–FY2025
Revenue
$7.8M
FY2021▼ -1%
Tap a bar for its year
Revenue by fiscal year
FY2020$7.9M
FY2021$7.8M
FY2022$8.4M
FY2023$9.2M
FY2024$9.8M
FY2025$10.2M
Expenses
$7.9M
FY2021▼ -3%
Tap a bar for its year
Expenses by fiscal year
FY2020$8.2M
FY2021$7.9M
FY2022$7.9M
FY2023$8.3M
FY2024$8.7M
FY2025$9.2M
Net assets
−$1.8M
FY2021▼ -6%
Tap a bar for its year
Net assets by fiscal year
FY2020−$1.7M
FY2021−$1.8M
FY2022−$1.3M
FY2023−$324K
FY2024$808K
FY2025$1.8M

From the FY2021 Form 990 (year ending September 2021) · figures checked against the IRS filing · see the original

Give Claim
You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Oct 2013.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

87 cents of each dollar spent went to programs.

Program services 87% · $6.9M Management & general 13% · $1.1M

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Something off? Claim to add context

Who runs it and what they're paid

19 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
$0Pt VII · Sec A
$0Pt VII · Sec A
VP Development
$0Pt VII · Sec A
SVP Human Resources
$0Pt VII · Sec A
SVP Operations
$0Pt VII · Sec A
Bd Mbr to 12/20
$0Pt VII · Sec A
Bd Vice Chair
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A

Jenny Weise’s $106K as Campus Admin is at the 40th percentile of top reported officer pay among 2036 $1–10M housing nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

See Phw Menomonee Falls INC executive salaries →

On this list? Claim this org

Something off? Claim to add context

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Enriching lives and touching hearts of older adults.

Questions for Phw Menomonee Falls INC

Tap to ask. Phw Menomonee Falls INC sees how many people are interested.

Your first name shows with your question. Phw Menomonee Falls INC answers here, for everyone.

Provided by the organization

Know this org? Add your story

1 program · $6.9M · in their own filed words · FY2020
01

PHW menomonee falls, inc. (doing business as dickson hollow) is located in menomonee falls, wisconsin. The campus consists of 120 independent living senior apartments, 42 assisted living apartments and 18 assisted living apartments designated for specialized memory care.

$6.9Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
Total grants receivedfrom 1 funder$26K
Grants paid · 3 grants · $799K · 2019–2020
Unitemized GrantFY2019$6,897

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$7.8M
Ln 12
Fees for servicesLn 2g$7.4M
Other incomeLn 4–11$260K
Gifts and grantsLn 1h$160K
Money outPt IX
$7.9M
Ln 25
Programscol B$6.9M
Managementcol C$1.1M
Owns and owesPt X
−$1.8M
net assets · Ln 32
Cash and savingsLn 1–2$3.8M
Total assetsLn 16$45.1M
LiabilitiesLn 26$46.9M
PeoplePt VI, VII
19
listed · VII A
PaidVII A0
Voting boardVI 1a13
IndependentVI 1b12
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$160K
Government grantsLn 1e$149K
Fees for servicesLn 2g$7.4M
Investment incomeLn 3$36K
Other incomeLn 4–11$260K
Gains on assetsLn 7$0
Total revenueLn 12$7.8M
Assets in detailPt X, end of year
CashLn 1$0
SavingsLn 2$3.8M
Cash and savings togetherLn 1–2$3.8M
InvestmentsLn 11–13$4.8M
Land, buildings, equipmentLn 10c$35.7M
Other assetsLn 15$0
Total assetsLn 16$45.1M
LiabilitiesLn 26$46.9M
Net assetsLn 32−$1.8M
OperationsPt I, VI
EmployeesI 50
VolunteersI 6143
Fiscal year endsHeaderSeptember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$3.4M$3.8M
InvestmentsLn 11–13$4.7M$4.8M
Land, buildings, equipmentLn 10c$37.0M$35.7M
Total assetsLn 16$45.9M$45.1M
LiabilitiesLn 26$47.5M$46.9M
Net assetsLn 32−$1.7M−$1.8M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$292K$292K
Grants to domestic individualsLn 2$4K$4K
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$0
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$1.8M$1.5M$295K
Pension plan contributionsLn 8$23K$20K$4K
Other employee benefitsLn 9$227K$190K$36K
Payroll taxesLn 10$163K$137K$26K
Management feesLn 11a$399K$399K
Legal feesLn 11b$0
Accounting feesLn 11c$4K$4K
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$100K$99K$526
Advertising and promotionLn 12$3K$3K
Office expensesLn 13$103K$103K
Information technologyLn 14$73K$73K
RoyaltiesLn 15$0
OccupancyLn 16$355K$355K
TravelLn 17$548$460$88
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$2K$1K$266
InterestLn 20$2.2M$2.2M
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$1.5M$1.5M
InsuranceLn 23$94K$94K
Other expenses (24a–d)Ln 24$519K$497K$22K
All other expensesLn 24e$0
Total functional expensesLn 25$7.9M$6.9M$1.1M$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $10.2M$9.2M$991K$1.8M 990 PDF
FY2024 $9.8M$8.7M$1.1M$808K 990 PDF
FY2023 $9.2M$8.3M$943K−$324K 990 PDF
FY2022 $8.4M$7.9M$525K−$1.3M 990 PDF
FY2021 Viewing $7.8M$7.9M−$109K−$1.8M 990 PDF
FY2020 $7.9M$8.2M−$274K−$1.7M 990 PDF

More to add? Claim this org

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2021 990 (6 parts)
Part I · Summary $7,810,658 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $7,970$160,166
I-9 Program service revenuePrior year $7,549,936$7,354,499
I-10 Investment incomePrior year $93,152$35,825
I-11 Other revenuePrior year $247,939$260,168
I-12 Total revenuePrior year $7,898,997$7,810,658
I-13 Grants and similar amounts paidPrior year $506,897$295,576
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $2,245,419$2,249,523
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $5,420,671$5,374,813
I-18 Total expensesPrior year $8,172,987$7,919,912
I-19 Revenue less expensesPrior year −$273,990−$109,254
Part VI · Governance 12 of 13 board members independent, 1 to look at
VI-1a Voting members of the governing body13
VI-1b Independent voting members12
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $7,810,658 across 12 lines filed
Lines not itemized here account for $1,248 of total revenue; see the IRS return.
VIII-1d Related organizations$5,191
VIII-1e Government grants$148,977
VIII-1f All other contributions, gifts and grants$5,998
VIII-1h Total contributions, gifts and grants$160,166
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $7,354,499$7,354,499
VIII-3 Investment incomeExcluded from tax $35,825$35,825
VIII-5 Royalties$0
VIII-6 Net rental income or lossExcluded from tax $56,569$56,569
VIII-7 Net gain or loss on sales of assets$0
VIII-8 Net income from fundraising events$0
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $202,351$202,351
VIII-12 Total revenueRelated to mission $7,354,499 · Excluded from tax $295,993$7,810,658
Part IX · Statement of functional expenses $7,919,912 across 31 lines filed
IX-1 Grants to domestic organizationsPrograms $291,666$291,666
IX-2 Grants to domestic individualsPrograms $3,910$3,910
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staff$0
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesPrograms $1,541,527 · Management $294,741$1,836,268
IX-8 Pension plan contributionsPrograms $19,577 · Management $3,757$23,334
IX-9 Other employee benefitsPrograms $190,065 · Management $36,473$226,538
IX-10 Payroll taxesPrograms $137,078 · Management $26,305$163,383
IX-11a Management feesManagement $398,637$398,637
IX-11b Legal fees$0
IX-11c Accounting feesManagement $4,500$4,500
IX-11d Lobbying fees$0
IX-11f Investment management fees$0
IX-11g Other fees for servicesPrograms $99,401 · Management $526$99,927
IX-12 Advertising and promotionManagement $2,718$2,718
IX-13 Office expensesManagement $103,251$103,251
IX-14 Information technologyManagement $73,370$73,370
IX-15 Royalties$0
IX-16 OccupancyPrograms $355,363$355,363
IX-17 TravelPrograms $460 · Management $88$548
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetingsPrograms $1,384 · Management $266$1,650
IX-20 InterestPrograms $2,199,925$2,199,925
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortizationPrograms $1,522,146$1,522,146
IX-23 InsuranceManagement $94,227$94,227
IX-24 Other expenses (24a–d)Programs $496,595 · Management $21,956$518,551
IX-24e All other expenses$0
IX-25 Total functional expensesPrograms $6,859,097 · Management $1,060,815 · Fundraising $0$7,919,912
Part X · Balance sheet $45,125,918 assets, 21 lines filed
X-1 Cash, non-interest-bearing$0
X-2 Savings and temporary cash investmentsStart of year $3,385,472$3,843,107
X-3 Pledges and grants receivable$0
X-4 Accounts receivableStart of year $13,557$45,012
X-8 Inventories for sale or use$0
X-9 Prepaid expenses and deferred chargesStart of year $6,326$8,101
X-10c Land, buildings and equipment, netStart of year $37,042,940$35,727,130
X-11 Publicly traded securities$0
X-12 Other securitiesStart of year $4,674,266$4,797,129
X-13 Program-related investments$0
X-14 Intangible assetsStart of year $730,620$705,439
X-15 Other assets$0
X-16 Total assetsStart of year $45,853,181$45,125,918
X-17 Accounts payable and accrued expensesStart of year $1,459,739$1,469,442
X-19 Deferred revenueStart of year $367,317$343,098
X-20 Tax-exempt bond liabilitiesStart of year $42,260,000$41,650,000
X-25 Other liabilitiesStart of year $3,448,592$3,455,099
X-26 Total liabilitiesStart of year $47,535,648$46,917,639
X-27 Net assets without donor restrictionsStart of year −$1,682,467−$1,791,721
X-32 Total net assets or fund balancesStart of year −$1,682,467−$1,791,721
X-33 Total liabilities and net assetsStart of year $45,853,181$45,125,918
Part XI · Reconciliation of net assets −$1,791,721 net assets at year end
XI-1 Total revenue$7,810,658
XI-2 Total expenses$7,919,912
XI-3 Revenue less expenses−$109,254
XI-4 Net assets at start of year−$1,682,467
XI-10 Net assets at end of year−$1,791,721

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

Similar organizations you could support · Compare with another nonprofit

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

Your org? Add context

Made it to the end? Claim this org

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the pay comparisons above.