2021-04-23T15:23:31-05:00 2020-06-30 410746749 CLIFTONLARSONALLEN LLP 8215 GREENWAY BOULEVARD SUITE 600 MIDDLETON WI 53562 990 2019-07-01 391324889 MORAVIAN HOMES INC MORA 9202610400 1045 HILL STREET WATERTOWN WI 53098 JULIE MARKS CFO 9202610400 2021-04-15 1 KIMBERLY ANDERSON P00188889 6086628600 2021-04-15 2019 2022-09-23 18:48:47Z MATTHEW MAUTHE 1045 HILL STREET WATERTOWN WI 53098 3069963 0 X WWW.MARQUARDTVILLAGE.ORG X 1978 WI THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE IS TO PROVIDE HOUSING TO THE ELDERLY. 6 6 0 121 49170 -55132 0 0 2803740 3065463 -43172 4500 0 0 2760568 3069963 0 0 0 0 331588 71913 0 0 0 4592853 5201070 4924441 5272983 -2163873 -2203020 21389607 28924979 32167325 41905717 -10777718 -12980738 GROUNDED IN FAITH, WE PROMOTE THE HEALTH AND WELL-BEING OF EACH INDIVIDUAL WE SERVE. 0 0 5022940 3016293 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. 5022940 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 1 1 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X JULIE MARKS 9202610400 1045 HILL STREET WATERTOWN WI 53098 JEFF HACKEL VICE PRESIDENT 0.50 3.50 X X 0 0 0 BILL OSWALD SECRETARY/TREASURER 0.50 3.50 X X 0 0 0 TODD FISCHER ASST SECRETARY/ASST TREASURER 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 MATTHEW MAUTHE CEO 5.00 35.00 X 0 452779 35707 MICHAEL LIBBY COO 5.00 35.00 X 0 235153 33639 JULIE MARKS CFO 5.00 35.00 X 0 221448 32759 SHERRY CIRA CQO 5.00 35.00 X 0 144965 4590 CHERYL MEYER DIRECTOR OF HH 5.00 35.00 X 0 124307 14364 JENNIFER JOHNSON CAMPUS ADMINISTRATOR 5.00 35.00 X 0 160011 32630 GARY THORPE DIRECTOR OF HR 5.00 35.00 X 0 130545 3113 ROSE BORCK RN 5.00 35.00 X 0 131866 13316 NICOLE CHWALA CONTROLLER 5.00 35.00 X 0 118692 13957 0 1719766 184075 0 0 1 0 NEW HORIZON FOODS PO BOX 860246 MINNEAPOLIS MN 55486 DIETARY LABOR & SERVICES 2110559 MAAS BROS CONSTRUCTION CO INC PO BOX 108 WATERTOWN WI 53094 CONTRACTING & CONSTRUCTION 487974 2 RENTAL INCOME 623990 2112057 2112057 ENTRANCE FEES 623990 294204 294204 OTHER SERVICES 623990 289671 289671 CATERING REVENUE 623990 154438 154354 84 DINING SERVICES 623990 132490 83404 49086 82603 82603 3065463 4500 0 4500 4500 4500 3069963 3016293 49170 4500 X 59379 59379 920 920 7273 7273 4341 4341 214164 214164 6773 6773 1452634 1452634 245619 245619 47390 47390 13428 13428 603626 603626 11474 11474 1093 1093 391093 391093 1682844 1682844 74112 74112 ACTIVITIES 296679 287288 9391 PROPERTY TAXES 151900 151900 DUES/FEES/SUBSCRIPTIONS 8237 8237 BAD DEBTS 4 4 5272983 5022940 250043 0 423462 213050 1454 2974 43853498 15144543 20964691 28708955 21389607 28924979 643656 739720 1156625 1231054 19968 9984 30347076 39924959 32167325 41905717 X -10777718 -12980738 -10777718 -12980738 21389607 28924979 -2203020 0 X 0 1 X 1 0 X 2500 2500 1603110 2413454 2688384 2803740 3065463 12574151 1603110 2413454 2690884 2803740 3065463 12576651 0 6496 6496 6496 6496 12570155 294 3517 1002 1347 6160 294 3517 1002 1347 6160 1603404 2416971 2691886 2805087 3065463 12582811 0.99900 0.99880 0.00050 0.00060 X 179986 179986 38053639 12091969 25961670 1670874 1545055 125819 3747489 1492128 2255361 201510 15391 186119 28708955 REFUNDABLE ENTRANCE FEES 10197306 DUE TO AFFILIATES 29727653 39924959 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 407763 0 44635 0 381 0 8400 0 27307 0 488486 0 0 MICHAEL LIBBY COO 0 234931 0 0 0 222 0 6384 0 27255 0 268792 0 0 JULIE MARKS CFO 0 221070 0 0 0 378 0 6012 0 26747 0 254207 0 0 JENNIFER JOHNSON CAMPUS ADMINISTRATOR 0 159894 0 0 0 117 0 4336 0 28294 0 192641 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 1,148,659. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,148,659. SUPPLIES: PROGRAM SERVICE EXPENSES 221,896. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 221,896. HR/IT/ADMIN FEE: PROGRAM SERVICE EXPENSES 82,079. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 82,079. 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 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1