2023-05-15T21:10:51-05:00 2022-06-30 410746749 CLIFTONLARSONALLEN LLP 8215 GREENWAY BOULEVARD SUITE 600 MIDDLETON WI 53562 990 2021-07-01 391324889 MORAVIAN HOMES INC MORA 9202610400 1045 HILL STREET WATERTOWN WI 53098 NICOLE CHWALA CFO 9202610400 2023-05-15 1 NICOLE CHWALA 999009999 KIMBERLY ANDERSON P00188889 6086628600 2023-05-15 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z MATTHEW MAUTHE 1045 HILL STREET WATERTOWN WI 53098 3521846 0 X WWW.MARQUARDTVILLAGE.ORG X 1978 WI THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE IS TO PROVIDE HOUSING TO THE ELDERLY. 7 7 0 96 0 0 7176 0 3265774 3521846 -25792 0 0 0 3247158 3521846 0 0 0 0 70573 70455 0 0 0 5724269 5947248 5794842 6017703 -2547684 -2495857 28063603 27527009 43592025 45551288 -15528422 -18024279 GROUNDED IN FAITH, WE PROMOTE THE HEALTH AND WELL-BEING OF EACH INDIVIDUAL WE SERVE. 0 0 5742743 3521846 MORAVIAN HOMES, INC. IS COMPRISED OF FOUR INDEPENDENT LIVING COMPLEXES. GARDEN HOMES - A 72-UNIT DUPLEX INDEPENDENT LIVING COMMUNITY, PARK CENTRE APARTMENTS NORTH - A 50-UNIT INDEPENDENT LIVING COMPLEX, PARK CENTRE APARTMENTS SOUTH - A 53-UNIT INDEPENDENT LIVING COMPLEX AND PARK CENTRE APARTMENTS - A 24 UNIT INDEPENDENT LIVING COMPLEX. 5742743 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X NICOLE CHWALA 9202610400 1045 HILL STREET WATERTOWN WI 53098 TODD FISCHER BOARD PRESIDENT 1.00 9.00 X 0 0 0 WILLIAM OSWALD BOARD VICE PRESIDENT 1.00 9.00 X 0 0 0 ROBERT MEIDENBAUER BOARD SECRETARY/TREASURER 1.00 9.00 X 0 0 0 SCOTT DETTMANN BAORD ASST SECRETARY/TREASU 1.00 9.00 X 0 0 0 REV BRUCE NELSON BOARD MEMBER 1.00 9.00 X 0 0 0 MIKE WILKES BOARD MEMBER 1.00 9.00 X 0 0 0 REV KATIE VAN DER LINDEN BOARD MEMBER 1.00 9.00 X 0 0 0 MATTHEW MAUTHE CEO 5.00 35.00 X 0 516650 40348 MICHAEL LIBBY SENIOR VP OF OPERATIONS 5.00 35.00 X 0 290278 36357 NICOLE CHWALA CFO 5.00 35.00 X 0 164057 0 MARK PIETROWIAK VP OF BUSINESS DEVELOPMENT 5.00 35.00 X 0 153358 45891 SHERRY CIRA SENIOR VP OF ADMINISTRATION 5.00 35.00 X 0 172548 2734 JENNIFER JOHNSON EXECUTIVE DIRECTOR- THE MARQUARDT 5.00 35.00 X 0 168623 4924 JEFF HOFFMANN VP OF CONSTRUCTION 5.00 35.00 X 0 154775 13945 CHERYL MEYER DIRECTOR OF HOME HEALTH 1.00 39.00 X 0 133809 13252 ROSE BORCK RN- THE MARQUARDT 1.00 39.00 X 0 135965 9089 LISA WHITE DIRECTOR OF HOSPICE 1.00 39.00 X 0 108562 28731 MELISA TEWS DIRECTOR OF NURSES- THE MARQUARDT 1.00 39.00 X 0 121704 5796 CHRIS BRASEL CLINICAL REIMBURSEMENT MANAGER 1.00 39.00 X 0 110811 3314 0 2231140 204381 0 0 1 0 NEW HORIZON FOODS PO BOX 860246 MINNEAPOLIS MN 55486 DIETARY LABOR & SERVICES 2174912 MAAS BROS CONSTRUCTION CO INC PO BOX 108 WATERTOWN WI 53094 CONTRACTING & CONSTRUCTION 1394011 2 RENTAL INCOME 623990 2489691 2489691 ENTRANCE FEES 623990 398442 398442 OTHER SERVICES 623990 256552 256552 CATERING REVENUE 623990 181574 181574 DINING SERVICES 623990 120407 120407 75180 75180 3521846 3521846 3521846 0 0 X 58264 58264 1215 1215 7190 7190 3786 3786 242113 242113 2585 2585 6563 6563 1493869 1493869 379162 379162 60772 60772 35625 35625 824261 824261 10298 10298 1123 1123 523590 523590 1966498 1966498 89580 89580 ACTIVITIES 297808 297808 DUES/FEES/SUBSCRIPTIONS 13401 13401 6017703 5742743 274960 0 444025 2274 15838 46425592 18916695 27619578 27508897 28063603 27527009 826905 1782216 1430016 1334582 41335104 42434490 43592025 45551288 X -15528422 -18024279 -15528422 -18024279 28063603 27527009 -2495857 0 X 0 1 X 1 0 X 2500 7176 9676 2688384 2803740 3065463 3265774 3521846 15345207 2690884 2803740 3065463 3272950 3521846 15354883 0 0 0 15354883 1002 1347 2349 1002 1347 2349 2691886 2805087 3065463 3272950 3521846 15357232 0.99980 0.99960 0.00020 0.00040 X 179986 179986 40293027 15112541 25180486 1750457 1608213 142244 3990924 2117755 1873169 211198 78186 133012 27508897 REFUNDABLE ENTRANCE FEES 10748543 DUE TO AFFILIATES 31685947 42434490 X PART X, LINE 2: MARQUARDT VILLAGE AND ALL AFFILIATES, EXCEPT MARQUARDT INVESTMENTS, ARE TAX-EXEMPT CORPORATIONS AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE) AND ARE EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. THEY ARE ALSO EXEMPT FROM STATE INCOME TAXES ON RELATED INCOME. THE CORPORATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. 0 0 0 0 0 0 0 0 0 MATTHEW MAUTHE CEO 0 448088 0 68562 0 0 0 0 0 40348 0 556998 0 0 MICHAEL LIBBY SENIOR VP OF OPERATIONS 0 265557 0 24721 0 0 0 0 0 36357 0 326635 0 0 MARK PIETROWIAK VP OF BUSINESS DEVELOPMENT 0 134879 0 18479 0 0 0 0 0 45891 0 199249 0 0 SHERRY CIRA SENIOR VP OF ADMINISTRATION 0 161815 0 10733 0 0 0 0 0 2734 0 175282 0 0 JENNIFER JOHNSON EXECUTIVE DIRECTOR- THE MARQUARDT 0 168623 0 0 0 0 0 0 0 4924 0 173547 0 0 JEFF HOFFMANN VP OF CONSTRUCTION 0 138286 0 16489 0 0 0 0 0 13945 0 168720 0 0 NICOLE CHWALA CFO 0 147873 0 16184 0 0 0 0 0 0 0 164057 0 0 PART I, LINE 3 RELATED ORGANIZATIONS USE THE FOLLOWING TO ESTABLISH THE COMPENSATION OF THE CEO/EXECUTIVE DIRECTOR: INDEPENDENT COMPENSATION CONSULTANT FORM 990 OF OTHER ORGANIZATIONS COMPENSATION SURVEY OR STUDY APPROVAL BY THE BOARD OF COMPENSATION COMMITTEE FORM 990, PART VI, SECTION A, LINE 6 THE CORPORATION SHALL HAVE A SINGLE CLASS OF VOTING MEMBERS, AND THE SOLE MEMBER OF THAT CLASS SHALL BE MARQUARDT VILLAGE, INC. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBER SHALL APPOINT UP TO EIGHT (8) DIRECTORS. THE APPOINTED DIRECTORS SHALL BE INCLUDED IN THE TOTAL NUMBER OF AUTHORIZED DIRECTORS, SHALL BE ENTITLED TO VOTE, AND SHALL BE COUNTED FOR PURPOSES OF DETERMINING WHETHER A QUORUM IS PRESENT. FORM 990, PART VI, SECTION A, LINE 7B THE FOLLOWING ACTIONS MAY BE TAKEN ONLY BY THE MEMBER AMENDMENT OF THE ARTICLES OF INCORPORATION, AMENDMENT OF THE BYLAWS, MERGER, CONSOLIDATION, OR DISSOLUTION, THE CREATION OF ANY SUBSIDIARIES OR AFFILIATES. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE 990 IS GIVEN TO EACH BOARD MEMBER TO REVIEW AND COMMENT ON BEFORE IT IS FILED WITH THE INTERNAL REVENUE SERVICE. THE CEO AND THE CFO ALSO REVIEW AND APPROVE THE 990 RETURNS BEFORE THEY ARE FILED. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY THE BOARD MUST ATTEST THAT THEY DO NOT HAVE ANY DUALITY OF INTEREST OR POSSIBLE CONFLICT OF INTEREST; OR THEY MUST DISCLOSE ANY DUALITY OF INTEREST OR POSSIBLE CONFLICT. SHOULD A CONFLICT ARISE, THE PERSON AFFECTED IS ASKED TO EXCUSE THEMSELVES FROM VOTING. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 1,154,595. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,154,595. SUPPLIES: PROGRAM SERVICE EXPENSES 282,399. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 282,399. HR/IT/ADMIN FEE: PROGRAM SERVICE EXPENSES 56,875. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 56,875. MARQUARDT MEMORIAL MANOR INC 1045 HILL STREET WATERTOWN WI 53098 391126946 SKILLED NURSING FACILITY WI 501(C)(3) LINE 10 MARQUARDT VILLAGE INC 0 ZINZENDORF HALL INC 1045 HILL STREET WATERTOWN WI 53098 391647409 ASSISTED LIVING WI 501(C)(3) LINE 10 MARQUARDT VILLAGE INC 0 MARQUARDT MANAGEMENT SERVICES INC 1045 HILL STREET WATERTOWN WI 53098 391756037 SENIOR HOUSING WI 501(C)(3) LINE 10 MARQUARDT VILLAGE INC 0 MARQUARDT VILLAGE INC 1045 HILL STREET WATERTOWN WI 53098 391704732 MANAGEMENT SERVICES WI 501(C)(3) LINE 12B, II N/A 0 MUELLER APARTMENTS INC 1045 HILL STREET WATERTOWN WI 53098 391294266 LOW INCOME HOUSING WI 501(C)(3) LINE 10 MARQUARDT VILLAGE INC 0 MARQUARDT HOME AND COMMUNITY BASED SERVICES INC 1045 HILL STREET WATERTOWN WI 53098 391940920 HOME HEALTH, HOSPICE AND EMERGENCY RESPONSE SERVICES WI 501(C)(3) LINE 10 MARQUARDT VILLAGE INC 0 MARQUARDT FOUNDATION INC 1045 HILL STREET WATERTOWN WI 53098 391563808 SUPPORT MARQUARDT VILLAGE INC & AFFILIATES WI 501(C)(3) LINE 7 MARQUARDT VILLAGE INC 0 THE HILLS AT COURTLAND RIDGE 1045 HILL STREET WATERTOWN WI 53098 611517711 DEVELOPMENT OF RETIREMENT COMMUNITY WI 501(C)(3) LINE 10 MARQUARDT VILLAGE INC 0 MARQUARDT INVESTMENTS INC 1045 HILL STREET WATERTOWN WI 53098 475473378 INVESTMENTS WI MARQUARDT FOUNDATION INC C 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1