2022-05-16T18:35:08-05:00 2021-06-30 410746749 CLIFTONLARSONALLEN LLP 10401 W INNOVATION DR STE 300 WAUWATOSA WI 53226 990 2020-07-01 391324889 MORAVIAN HOMES INC MORA 9202610400 1045 HILL STREET WATERTOWN WI 53098 NICOLE CHWALA CFO 9202610400 2022-05-16 1 NICOLE CHWALA 999009999 KRISTEN DONLEVY P01670215 4144761880 2022-05-16 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z MATTHEW MAUTHE 1045 HILL STREET WATERTOWN WI 53098 3272950 0 X WWW.MARQUARDTVILLAGE.ORG X 1978 WI THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE IS TO PROVIDE HOUSING TO THE ELDERLY. 8 8 0 121 0 0 0 7176 3065463 3265774 4500 -25792 0 0 3069963 3247158 0 0 0 0 71913 70573 0 0 0 5201070 5724269 5272983 5794842 -2203020 -2547684 28924979 28063603 41905717 43592025 -12980738 -15528422 GROUNDED IN FAITH, WE PROMOTE THE HEALTH AND WELL-BEING OF EACH INDIVIDUAL WE SERVE. 0 0 5536472 3265774 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. 5536472 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 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 1 1 0 0 0 0 0 0 0 0 0 0 0 X 8 8 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 BILL OSWALD VICE PRESIDENT 0.50 3.50 X X 0 0 0 TODD FISCHER PRESIDENT 0.50 3.50 X X 0 0 0 MITZI CASS BOARD MEMBER 0.50 3.50 X 0 0 0 MIKE WILKES BOARD MEMBER 0.50 3.50 X 0 0 0 REV BRUCE NELSON BOARD MEMBER 0.50 3.50 X 0 0 0 MARK PIETROWIAK PRESIDENT 0.50 3.50 X X 0 0 0 ROBERT MEIDENBAUER SECRETARY/TREASURER 0.50 3.50 X 0 0 0 SCOTT DETTMANN ASST SECRETARY/ASST TREASURER 0.50 3.50 X 0 0 0 KATIE VAN DER LINDEN BOARD MEMBER 0.50 3.50 X 0 0 0 MATTHEW MAUTHE CEO 5.00 35.00 X 0 504101 37282 MICHAEL LIBBY COO 5.00 35.00 X 0 274543 40598 JULIE MARKS CFO 5.00 35.00 X 0 258624 35945 SHERRY CIRA CQO 5.00 35.00 X 0 169240 5167 CHERYL MEYER DIRECTOR OF HH 5.00 35.00 X 0 130250 15165 JENNIFER JOHNSON CAMPUS ADMINISTRATOR 5.00 35.00 X 0 167625 35607 GARY THORPE DIRECTOR OF HR 5.00 35.00 X 0 150965 5443 NICOLE CHWALA CONTROLLER 5.00 35.00 X 0 132199 14833 MICHELLE GODFERY CAMPUS ADMINISTRATOR 5.00 35.00 X 0 140367 4895 0 1927914 194935 0 0 1 0 NEW HORIZON FOODS PO BOX 860246 MINNEAPOLIS MN 55486 DIETARY LABOR & SERVICES 2001230 MAAS BROS CONSTRUCTION CO INC PO BOX 108 WATERTOWN WI 53094 CONTRACTING & CONSTRUCTION 496900 2 7176 7176 RENTAL INCOME 623990 2209205 2209205 ENTRANCE FEES 623990 465784 465784 OTHER SERVICES 623990 269881 269881 CATERING REVENUE 623990 164603 164603 DINING SERVICES 623990 80920 80920 75381 75381 3265774 25792 -25792 -25792 -25792 3247158 3265774 0 -25792 X 58720 58720 861 861 6843 6843 4149 4149 228682 228682 1172 1172 8523 8523 1394183 1394183 550404 550404 59127 59127 23864 23864 741293 741293 1435 1435 277 277 454805 454805 1871726 1871726 79460 79460 ACTIVITIES 290760 290760 DUES/FEES/SUBSCRIPTIONS 18558 18558 5794842 5536472 258370 0 213050 444025 2974 0 44592398 16972820 28708955 27619578 28924979 28063603 739720 826905 1231054 1430016 9984 0 39924959 41335104 41905717 43592025 X -12980738 -15528422 -12980738 -15528422 28924979 28063603 -2547684 0 X 0 1 X 1 0 X 2500 7176 9676 2413454 2688384 2803740 3065463 3265774 14236815 2413454 2690884 2803740 3065463 3272950 14246491 0 0 0 14246491 3517 1002 1347 5866 3517 1002 1347 5866 2416971 2691886 2805087 3065463 3272950 14252357 0.99960 0.99900 0.00040 0.00050 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 179986 179986 38645019 13555583 25089436 1710492 1563453 147039 3848891 1815714 2033177 208010 38070 169940 27619578 REFUNDABLE ENTRANCE FEES 10884978 DUE TO AFFILIATES 30450126 41335104 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 442084 0 61620 0 397 0 8550 0 28732 0 541383 0 0 MICHAEL LIBBY COO 0 250508 0 23806 0 229 0 7522 0 33076 0 315141 0 0 JULIE MARKS CFO 0 235734 0 22402 0 488 0 7759 0 28186 0 294569 0 0 JENNIFER JOHNSON CAMPUS ADMINISTRATOR 0 167508 0 0 0 117 0 3250 0 32357 0 203232 0 0 SHERRY CIRA CQO 0 154091 0 14643 0 506 0 4129 0 1038 0 174407 0 0 GARY THORPE DIRECTOR OF HR 0 137573 0 13218 0 174 0 4270 0 1173 0 156408 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 1,126,538. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,126,538. SUPPLIES: PROGRAM SERVICE EXPENSES 198,671. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 198,671. HR/IT/ADMIN FEE: PROGRAM SERVICE EXPENSES 68,974. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 68,974. 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