2025-05-15T17:09:19-05:00 2024-06-30 410746749 CLIFTONLARSONALLEN LLP 10401 W INNOVATION DR STE 300 WAUWATOSA WI 53226 990 2023-07-01 391704732 MARQUARDT VILLAGE INC MARQ 9202610400 1045 HILL STREET WATERTOWN WI 53098 NICOLE CHWALA CFO 9202610400 2025-05-15 1 0 KRISTEN DONLEVY P01670215 4144761880 2025-05-15 2023 2025-03-06 01:10:19Z MATTHEW MAUTHE 1045 HILL STREET WATERTOWN WI 53098 6322823 0 X ILLUMINUS.US X 1991 WI MARQUARDT VILLAGE, INC SERVES AS THE PARENT CORPORATION FOR THE GROUP AND SUPPORTS THE OPERATIONS OF THEIR AFFILIATES, WHICH INCLUDE MARQUARDT MEMORIAL MANOR, INC; ZINZENDORF HALL, INC; MARQUARDT MANAGEMENT SERVICES, INC; MORAVIAN HOMES, INC; MUELLER APARTMENTS, INC; MARQUARDT HOME AND COMMUNITY BASED SERVICES, INC; AND MARQUARDT FOUNDATION, INC. 7 7 0 0 0 0 0 0 1943198 2380144 203706 181024 0 0 2146904 2561168 0 0 0 0 1507764 1623849 0 0 0 460224 791802 1967988 2415651 178916 145517 28392743 27768480 30080306 28947289 -1687563 -1178809 GROUNDED IN FAITH, WE PROMOTE THE HEALTH AND WELL-BEING OF EACH INDIVIDUAL WE SERVE 0 0 2142257 2380144 MARQUARDT VILLAGE, INC SERVES AS THE PARENT CORPORATION FOR THE GROUP AND SUPPORTS THE OPERATIONS OF THEIR AFFILIATES. 2142257 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 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 1 1 0 0 0 1 22 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 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 PRESIDENT 0.50 3.50 X 0 0 0 ROBERT MEIDENBAUER SECRETARY/TREASURER 0.50 3.50 X 0 0 0 SCOTT DETTMANN ASST SECRETARY/ASST TREASU 0.50 3.50 X 0 0 0 REV BRUCE NELSON BOARD MEMBER 0.50 3.50 X 0 0 0 MIKE WILKES BOARD MEMBER 0.50 3.50 X 0 0 0 REV KATIE VAN DER LINDEN BOARD MEMBER 0.50 3.50 X 0 0 0 KEVIN KOHLHOFF BOARD MEMBER 0.50 3.50 X 0 0 0 MATTHEW MAUTHE CEO 5.00 35.00 X 0 626375 32309 NICOLE CHWALA CFO 5.00 35.00 X 0 284970 33374 MICHAEL LIBBY SVP OF OPERATIONS 5.00 35.00 X 0 255555 31242 MARK PIETROWIAK VP OF BUSINESS DEVELOPMENT 5.00 35.00 X 0 207195 43999 JEFF HACKEL SVP OF HR 5.00 35.00 X 0 185740 19411 SHERRY CIRA SVP OF ADMINISTRATION 5.00 35.00 X 0 184843 5193 GARY THORPE VP OF HUMAN RESOURCES 5.00 35.00 X 0 163670 6658 JUSTIN MUNZEL SENIOR VP OF COMMONHEART 5.00 35.00 X 0 211685 34516 JENNIFER JOHNSON EXECUTIVE DIRECTOR-THE MAR 5.00 35.00 X 0 160731 33156 KEITH VANLANDUYT SVP OF MARKETING & PHILANT 5.00 35.00 X 0 142494 2633 JEFF HOFFMAN VP OF CONSTRUCTION 9/1/23 5.00 35.00 X 0 145642 26360 ROSE BORCK RN - SNF 5.00 35.00 X 0 148758 21062 LISA WHITE DIRECTOR OF HOSPICE 5.00 35.00 X 0 135412 17603 DAVE BERTSCH VP OF FACILITIES & CONSTRUCTION 5.00 35.00 X 0 133695 16112 0 2986765 323628 0 0 1 0 NEW HORIZON FOOD 2670 106TH ST SUITE 140 DES MOINES IA 50322 FOOD SERVICES 9617029 SYMBRIA REHAB 28100 TORCH PARKWAY SUITE 600 WARRENVILLE IL 60555 THERAPY SERVICES 5457356 FUSION MEDICAL STAFFING INC PO BOX 30131 OMAHA NE 68103 CONTRACTED NURSING 2134521 LEADERSTAT 1322-B MANNING PARKWAY POWELL OH 43065 STAFFING AND RECRUITERS 1352423 TOTAL MECHANICAL INC W234 N2830 PAUL ROAD PEWAUKEE WI 53072 HVAC, ELECTRICAL, PLUMBING 1326742 93 MANAGEMENT FEES 541610 1982313 1982313 MARKETING FEES 541900 397831 397831 2380144 135989 135989 3806690 3761655 45035 45035 45035 2561168 2380144 0 181024 1270737 1270737 18084 18084 218784 218784 116244 116244 95988 95988 64097 64097 87072 87072 26237 26237 -69079 -69079 272219 272219 56333 56333 86468 86468 15456 15456 20188 20188 410 410 61116 61116 19729 19729 DUES AND SUBSCRIPTIONS 55568 55568 2415651 2142257 273394 0 793574 385333 294190 0 15759 10009 1555694 154733 1369740 1400961 5696755 5474061 20222725 20498116 28392743 27768480 249291 213515 28735815 27656843 1000000 1000000 95200 76931 30080306 28947289 X -1687563 -1178809 -1687563 -1178809 28392743 27768480 X 145517 456519 -93282 X 0 1 X 1 0 X X 14 MARQUARDT MEMORIAL MANOR INC 391126946 10 0 0 0 COMMONHEART INC 391940920 10 0 0 0 ZINZENDORF HALL INC 391647409 10 0 0 0 MORAVIAN HOMES INC 391324889 10 0 0 0 MUELLER APARTMENTS INC 391294266 10 0 0 0 ILLUMINUS INC 391756037 10 0 0 0 ST ANNES'S HOME FOR THE ELDERLY MILWAUKEE 390985045 10 0 0 0 SASC INC 262512451 10 0 0 0 LINCOLN VILLAS NORTH INC 391363010 10 0 0 0 TRINITY TERRACE INC 391667734 10 0 0 0 THE HILLS AT CORTLAND RIDGE 611517711 10 0 0 0 SINSINAWA NURSING INC 391958028 7 0 0 0 SWRI INC 851449153 7 0 0 0 MARQUARDT FOUNDATION INC 391563808 7 0 0 0 14 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 PART IV, SECTION A, LINE 1 MARQUARDT VILLAGE SERVES AS THE PARENT CORPORATION FOR THE GROUP AND SUPPORTS THE OPERATION OF THE AFFILIATES. PART I, LINE 12G MARQUARDT VILLAGE SERVES AS THE PARENT CORPORATION FOR THE GROUP AND SUPPORTS THE OPERATION OF THE AFFILIATES. 483195 483195 747005 12086 734919 15000 1837 13163 275929 140810 135119 34565 34565 1400961 DUE FROM AFFILIATES 18590213 INTEREST SWAP AGREEMENT 1831212 RIGHT-OF-USE ASSETS - FINANCING LEASES 14813 RIGHT-OF-USE ASSETS - OPERATING LEASES 61878 20498116 CURRENT LEASE LIABILITY - FINANCING LEASES 3748 CURRENT LEASE LIABILITY - OPERATING LEASES 27401 LEASE LIABILITY - FINANCING LEASES 5748 LEASE LIABILITY - OPERATING LEASES 40034 76931 X PART X, LINE 2: MARQUARDT VILLAGE AND ALL AFFILIATES, EXCEPT MARQUARDT INVESTMENTS, ARE TAX-EXEMPT CORPORATIONS AS DESCRIBED IN ECTION 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 CONSOLIDATED FINANCIAL STATEMENTS. 0 0 0 0 0 0 0 0 0 MATTHEW MAUTHE CEO 0 574000 0 31875 0 20500 0 8325 0 23984 0 658684 0 0 NICOLE CHWALA CFO 0 276712 0 4648 0 3610 0 7722 0 25652 0 318344 0 0 MICHAEL LIBBY SVP OF OPERATIONS 0 231091 0 4648 0 19816 0 866 0 30376 0 286797 0 0 MARK PIETROWIAK VP OF BUSINESS DEVELOPMENT 0 154299 0 25896 0 27000 0 6012 0 37987 0 251194 0 0 JUSTIN MUNZEL SENIOR VP OF COMMONHEART 0 187653 0 6802 0 17230 0 2903 0 31613 0 246201 0 0 JEFF HACKEL SVP OF HR 0 166519 0 4261 0 14960 0 0 0 19411 0 205151 0 0 JENNIFER JOHNSON EXECUTIVE DIRECTOR-THE MAR 0 155646 0 0 0 5085 0 5085 0 28071 0 193887 0 0 SHERRY CIRA SVP OF ADMINISTRATION 0 184843 0 0 0 0 0 2500 0 2693 0 190036 0 0 JEFF HOFFMAN VP OF CONSTRUCTION 9/1/23 0 103168 0 21705 0 20769 0 3523 0 22837 0 172002 0 0 GARY THORPE VP OF HUMAN RESOURCES 0 143170 0 0 0 20500 0 4836 0 1822 0 170328 0 0 ROSE BORCK RN - SNF 0 148298 0 460 0 0 0 4456 0 16606 0 169820 0 0 LISA WHITE DIRECTOR OF HOSPICE 0 112012 0 0 0 23400 0 4114 0 13489 0 153015 0 0 PART I, LINE 1B 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 A WISCONSIN HEALTH & EDUCATIONAL FACILITIES AUTHORITY ADJUSTABLE RATE REVENUE 391337855 2019-09-30 31916766 SEE SCH K, PG 3, PART VI 0 0 0 A 31916766 165000 10871489 20880277 1 0 0 1 A 0 1 1 1 0 0.03000 0.03000 1 0 0 A 0 1 0 0 1 1 FIRST MIDWEST BANK 10.000000000000 0 0 0 0 0 A 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM AND REVIEWED BY THE ORGANIZATION'S ACCOUNTING TEAM AND APPROVED BY THE CFO. A COPY OF THE 990 IS PROVIDED TO EACH BOARD MEMBER. 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 XI, LINE 9: CHANGE IN FAIR VALUE OF SWAP AGREEMENT -93,282. MARQUARDT MEMORIAL MANOR INC 1045 HILL STREET WATERTOWN WI 53098 391126946 SKILLED NURSING FACILITY WI 501(C)(3) LINE 10 MARQUARDT VILLAGE INC 0 ILLUMINUS INC 1045 HILL STREET WATERTOWN WI 53098 391756037 SENIOR HOUSING WI 501(C)(3) LINE 10 MARQUARDT VILLAGE INC 0 MORAVIAN HOMES INC 1045 HILL STREET WATERTOWN WI 53098 391324889 SENIOR HOUSING WI 501(C)(3) LINE 10 MARQUARDT VILLAGE INC 0 MUELLER APARTMENTS INC 1045 HILL STREET WATERTOWN WI 53098 391294266 LOW INCOME HOUSING WI 501(C)(3) LINE 10 MARQUARDT VILLAGE INC 0 COMMONHEART 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 CORTLAND RIDGE 1045 HILL STREET WATERTOWN WI 53098 611517711 DEVELOPMENT OF RETIREMENT COMMUNITY WI 501(C)(3) LINE 10 MARQUARDT VILLAGE INC 0 ZINZENDORF HALL 1045 HILL STREET WATERTOWN WI 53098 391647409 SENIOR HOUSING WI 501(C)(3) LINE 10 MARQUARDT VILLAGE INC 0 ST ANNE'S HOME FOR THE EDERLY INC 1045 HILL STREET WATERTOWN WI 53098 390985045 LONG TERM CARE FOR THE ELDERLY WI 501(C)(3) LINE 10 MARQUARDT VILLAGE INC 0 SASC INC 1045 HILL STREET WATERTOWN WI 53098 262512451 LONG TERM CARE FOR THE ELDERLY WI 501(C)(3) LINE 10 MARQUARDT VILLAGE INC 0 LINCOLN VILLAS NORTH INC 1045 HILL STREET WATERTOWN WI 53098 391363010 LOW INCOME HOUSING WI 501(C)(3) LINE 10 MARQUARDT VILLAGE INC 0 TRINITY TERRACE INC 1045 HILL STREET WATERTOWN WI 53098 391667734 LOW INCOME HOUSING WI 501(C)(3) LINE 10 MARQUARDT VILLAGE INC 0 SWR1 INC 1045 HILL STREET WATERTOWN WI 53098 851449153 SKILLED NURSING FACILITY WI 501(C)(3) LINE 7 MARQUARDT VILLAGE INC 0 SINISINAWA NURSING INC 1045 HILL STREET WATERTOWN WI 53098 391958028 SKILLED NURSING FACILITY WI 501(C)(3) LINE 7 MARQUARDT VILLAGE INC 0 MARQUARDT INVESTMENTS INC 1045 HILL STREET WATERTOWN WI 53098 475473378 INVESTMENTS WI MARQUARDT FOUNDATION INC C 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 1 1 MARQUARDT MEMORIAL MANOR INC Q 1228940 BOOK ZINZENDORF HALL INC Q 1059568 BOOK MORAVIAN HOMES INC Q 1101489 BOOK MUELLER APARTMENTS INC Q 335657 BOOK COMMONHEART INC Q 1802310 BOOK MARQUARDT FOUNDATION Q 51401 BOOK THE HILLS AT CORTLAND RIDGE Q 71580 BOOK