2024-11-11T07:07:44-06:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 2689 COMMERCE DRIVE NW SUITE 201 ROCHESTER MN 55901 990 2023-01-01 390832605 MORROW MEMORIAL HOME FOR THE AGED INC MORR 6082693168 331 SOUTH WATER STREET SPARTA WI 54656 DANIEL MEYER CHIEF EXECUTIVE OFFICER 6082693168 2024-11-08 1 0 KATHERINE LUTZKE CPA P01760889 5072802300 2024-11-08 2023 2024-10-15 13:58:12Z DANIEL MEYER 331 SOUTH WATER STREET SPARTA WI 54656 14176771 0 X WWW.MORROWHOME.ORG X 1917 WI NURSING FACILITY, ASSISTED LIVING UNITS, INDEPENDENT HOUSING, COMMUNITY RESIDENTIAL FACILITY. 21 21 320 40 0 0 704828 141338 11251373 12816590 161027 194009 279756 968857 12396984 14120794 0 0 0 0 8053002 8299735 0 0 0 4029730 4707021 12082732 13006756 314252 1114038 27243192 28422629 18260265 17746100 8982927 10676529 X MORROW MEMORIAL HOME FOR THE AGED, INC. OWNS AND OPERATES AN 80-BED NURSING FACILITY, A FACILITY WITH 22 INDEPENDENT APARTMENTS WITH SERVICES KNOWN AS PARKVIEW, A 24-UNIT RESIDENTIAL CARE APARTMENT COMPLEX (RCAC) KNOWN AS MARYCREST, A 28-UNIT COMMUNITY BASED RESIDENTIAL FACILITY (CBRF) KNOWN AS BRIDGEPATH, AND A 36-UNIT RCAC KNOWN AS CREEKSIDE IN SPARTA, WISCONSIN. 0 0 11363125 0 12816590 NURSING HOME SERVICES: PROVIDE SKILLED AND INTERMEDIATE NURSING CARE SERVICES FOR PRIVATE PAY, MEDICARE, AND MEDICAID PATIENTS. CONGREGATE LIVING SERVICES: PROVIDE INDEPENDENT LIVING SERVICES FOR THE ELDERLY. OWNS AND OPERATES AN 80-BED NURSING FACILITY, A FACILITY WITH 22 INDEPENDENT APARTMENTS WITH SERVICES KNOWN AS PARKVIEW, A 24-UNIT RESIDENTIAL CARE APARTMENT COMPLEX (RCAC) KNOWN AS MARYCREST, A 28-UNIT COMMUNITY BASED RESIDENTIAL FACILITY (CBRF) KNOWN AS BRIDGEPATH, AND A 36-UNIT RCAC KNOWN AS CREEKSIDE IN SPARTA, WISCONSIN. 11363125 1 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 19 0 320 1 0 0 0 0 0 0 0 0 0 0 0 0 X 21 21 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 1 0 WI X DANIEL MEYER 6082693168 331 S WATER STREET SPARTA WI 54656 DEB SMITH PRESIDENT 1.00 X X 0 0 0 PETE FOSS VICE PRESIDENT 2.00 X X 0 0 0 BRYAN SIMONSON TREASURER 1.00 X X 0 0 0 SUZANNE HOFFMAN SECRETARY 1.00 X X 0 0 0 GARY EDWARDS FINANCE/PERSONNEL COMMITTEE 0.50 X 0 0 0 KATHY ROWAN FINANCE/PERSONNEL COMMITTEE 0.50 X 0 0 0 MIKE KELLY FINANCE/PERSONNEL COMMITTEE 0.50 X 0 0 0 CHERYL WEBER FINANCE/PERSONNEL COMMITTEE 0.50 X 0 0 0 MARJORIE LAKOWSKE FINANCE/PERSONNEL COMMITTEE 1.00 X 0 0 0 PEGGY WRIGHT FINANCE/PERSONNEL COMMITTEE 1.00 X 0 0 0 KURT MARSHAUS PROPERTY/DEVELOPMENT COMMITTEE 1.00 X 0 0 0 ROB MUBARACK PROPERTY/DEVELOPMENT COMMITTEE 1.00 X 0 0 0 JIM DEVOE PROPERTY/DEVELOPMENT COMMITTEE 1.00 X 0 0 0 DICK GAJEWSKY PROPERTY/DEVELOPMENT COMMITTEE 1.00 X 0 0 0 RANDY ABBOTT PROPERTY/DEVELOPMENT COMMITTEE 1.00 X 0 0 0 TODD FAHNING PROPERTY/DEVELOPMENT COMMITTEE 1.00 X 0 0 0 DEB PAGE PROPERTY/DEVELOPMENT COMMITTEE 0.50 X 0 0 0 TONI POLKOSKI RESIDENT SERVICES CHAIR 2.00 X 0 0 0 MAXINE GUDBAUR RESIDENT SERVICES COMMITTEE 1.00 X 0 0 0 PAM PHILLIPS RESIDENT SERVICES COMMITTEE 1.00 X 0 0 0 DARRELL ZIETLOW RESIDENT SERVICES COMMITTEE 1.00 X 0 0 0 PASTOR HAE-JEONG YOON REVERAND 0.50 X 0 0 0 DANIEL MEYER CHIEF EXECUTIVE OFFICER 40.00 X 163594 0 6636 NIKKI SUND FINANCE DIRECTOR 40.00 X 86054 0 36143 MALLORY YORK KEMNITZ DIRECTOR OF NURSING 40.00 X 119378 0 14211 JENNIFER BRIESKE NURSING HOME ADMIN 40.00 X 127169 0 4460 496195 0 61450 3 0 1 0 SELECT REHABILITATION PO BOX 71985 CHICAGO IL 606941985 THERAPY SERVICES 714251 GRAPETREE MEDICAL STAFFING 7420 UNITY AVE N STE 106 MINNEAPOLIS MN 55443 STAFFING SERVICES 712495 3RT NETWORKS 103 LEONARD ST S WEST SALEM WI 54669 IT SERVICES 116885 3 141338 141338 RESIDENT REVENUE 623000 8604720 8604720 ADVANCED MEMORY CARE 623000 1636192 1636192 ASSISTED LIVING 623000 1341560 1341560 APARTMENT REVENUE 623000 1234118 1234118 12816590 188409 188409 5600 0 5600 5600 5600 102530 55977 46553 46553 BED RENTAL 900099 576548 576548 OTHER REVENUE 900099 281577 281577 MEALS INCOME 900099 47825 47825 16354 16354 922304 14120794 12816590 0 1162866 292427 292427 6685746 6026207 659539 148425 134371 14054 738332 659277 79055 434805 371241 63564 14510 14510 25521 25521 44196 44196 15443 6292 9151 325867 325867 13528 5176 8352 456389 456389 1435215 1435215 164021 164021 PURCHASED SERVICES 1007322 842649 164673 FOOD COSTS 776350 776350 SUPPLIES 598630 560171 38459 BED SURCHARGE 163200 163200 -333171 -399280 66109 13006756 11363125 1643631 0 627980 1097733 792045 1151024 988842 1059347 4900 4900 32521903 13811730 19566005 18710173 5216226 6373399 47194 26053 27243192 28422629 1041887 966368 17121129 16676315 97249 103417 18260265 17746100 X 8982927 10676529 8982927 10676529 27243192 28422629 1114038 579564 0 X 1 X 1 X 1 0 X 114558 1355487 916080 704828 141338 3232291 10725203 10704649 10612843 11251373 12816590 56110658 82237 216248 267060 922304 1487849 10839761 12142373 11745171 12223261 13880232 60830798 0 0 0 60830798 73653 70944 123403 153423 188409 609832 73653 70944 123403 153423 188409 609832 148191 95925 87864 93767 102530 528277 11061605 12309242 11956438 12470451 14171171 61968907 0.98160 0.98140 0.00980 0.00820 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2019 AMOUNT: $ 148,191. 2020 AMOUNT: $ 95,925. 2021 AMOUNT: $ 87,864. 2022 AMOUNT: $ 93,767. 2023 AMOUNT: $ 102,530. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 612747 612747 26884748 10931230 15953518 3588901 2365596 1223305 1435507 514904 920603 18710173 CO-OP OIL STOCK CERTIFICATE 1071 C NORTHWEST MUTUAL 6333765 F PARETO SHARES 37983 C EMPLOYER HEALTH CARE ALLIANCE 580 C 6373399 SECURITY DEPOSITS 88000 RESIDENT TRUST FUNDS 15417 103417 X 14700358 579564 579564 14120794 0 14120794 13006756 0 13006756 0 13006756 PART X, LINE 2: THE ORGANIZATION HAS BEEN GRANTED EXEMPT STATUS RELATIVE TO FEDERAL AND STATE CORPORATE INCOME TAXES UNDER CODE SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND APPLICABLE STATE CODES. THE ORGANIZATION FOLLOWS THE ACCOUNTING STANDARD RELATED TO INCOME TAXES REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX PROVISIONS. THE APPLICATION OF THE STANDARD HAD NO IMPACT ON THE ORGANIZATION'S FINANCIAL STATEMENTS. THE ORGANIZATION'S TAX FILINGS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX EXEMPT STATUS. THE ORGANIZATION IS ALSO NOT AWARE OF ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR EXCISE OR OTHER TAXES. X X 0 0 0 0 0 0 0 0 0 DANIEL MEYER CHIEF EXECUTIVE OFFICER 153258 0 7550 0 2786 0 5576 0 1060 0 170230 0 0 0 A WISCONSIN HEALTH AND EDUCATIONAL FACILITIES AUTHORITY 391337855 2020-07-16 19730885 CONSTRUCTION AND REMODELING PROJECT FUNDING, REFUNDING 2013 BONDS 0 0 0 A 2650908 19730885 437500 13090187 6203198 2020 0 1 0 1 A 0 0 0 0 0 0 0 A 0 0 0 1 1 0 0 0 0 A 1 FORM 990, PART VI, SECTION A, LINE 4 BY LAWS OF THE ORGANIZATION WERE AMENDED AND REVISED AS OF MARCH 31, 2023 TO COMBINE THE FINANCE AND PERSONNEL AND PROPERTY AND DEVELOPMENT COMMITTEES AND TO UPDATE TO CURRENT LANGUAGE. FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO BEING FILED WITH THE IRS, A COPY OF THE IRS FORM 990 AND RELATED SCHEDULES ARE REVIEWED BY THE CHIEF EXECUTIVE OFFICER , INCLUDING A CONFIRMATION OF THE ACCURACY OF EVERY ANSWER AND OVERSIGHT OF APPROPRIATE CHANGES. UPON COMPLETION OF THIS REVIEW, THE FORMS ARE EMAILED AND APPROVED BY THE BOARD PRIOR TO SUBMITTAL TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS AND KEY EMPLOYEES ARE ASKED TO DISCLOSE ANNUALLY BUSINESS RELATIONSHIPS AND FAMILY MEMBERS THAT COULD, OR DO, CREATE A CONFLICT OF INTEREST. CONFLICTS OF INTEREST ARE DETERMINED BY A REVIEW OF THE POTENTIAL CONFLICTS BY THE ADMINISTRATOR AND THE BOARD OF DIRECTORS. IF A CONFLICT EXISTS, THEN THE CONFLICTED BOARD MEMBER OR KEY EMPLOYEE IS EXCLUDED FROM DISCUSSIONS AND VOTES RELATED TO ANY POTENTIAL OR EXISTING RELATIONSHIPS INVOLVING THE CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS USED TO SET THE CEO'S ANNUAL SALARY IS BASED ON A COMBINATION OF COMPARISON TO COMPARABLE ORGANIZATIONS THROUGH USE OF OUR TRADE ORGANIZATION'S ANNUAL COMPENSATION SURVEY AND ATTAINMENT IN THE CURRENT YEAR OF PREDEFINED PERFORMANCE OBJECTIVES SET FOR THE CEO PERSONALLY AND THE ORGANIZATION. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2023. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.