2020-02-21T08:52:40-06:00 2019-06-30 410746749 CLIFTONLARSONALLEN LLP 8215 GREENWAY BOULEVARD SUITE 600 MIDDLETON WI 53562 990 2018-07-01 391324889 MORAVIAN HOMES INC MORA 9202610400 1045 HILL STREET WATERTOWN WI 53098 JULIE MARKS CFO 9202610400 2020-02-21 1 KIMBERLY ANDERSON P00188889 6086628600 2020-02-21 67.137.57.251 2020-02-21 08:50:47 CS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 28E92F88E5E5D07B57EDDC0F1367E570EA54457C 2018 2020-09-23 17:36:50Z MATTHEW MAUTHE 1045 HILL STREET WATERTOWN WI 53098 2805087 0 X WWW.MARQUARDTVILLAGE.ORG X 1978 WI THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE IS TO PROVIDE HOUSING TO THE ELDERLY. 6 6 0 8 124782 -93871 2500 0 2688384 2803740 1002 -43172 0 0 2691886 2760568 0 0 0 0 439237 331588 0 0 0 4385596 4592853 4824833 4924441 -2132947 -2163873 21637368 21389607 30251213 32167325 -8613845 -10777718 GROUNDED IN FAITH, WE PROMOTE THE HEALTH AND WELL-BEING OF EACH INDIVIDUAL WE SERVE. 0 0 4696757 2678958 MORAVIAN HOMES, INC. IS COMPRISED OF THREE INDEPENDENT LIVING COMPLEXES. GARDEN HOMES - A 72-UNIT DUPLEX INDEPENDENT LIVING COMMUNITY, PARK CENTRE APARTMENTS NORTH - A 50-UNIT INDEPENDENT LIVING COMPLEX, AND PARK CENTRE APARTMENTS SOUTH - A 52-UNIT INDEPENDENT LIVING COMPLEX. 4696757 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 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 3.00 X X 0 0 0 BILL OSWALD SECRETARY/TREASURER 0.50 3.00 X X 0 0 0 TODD FISCHER ASST SECRETARY/ASST TREASU 0.50 3.00 X X 0 0 0 MITZI CASS BOARD MEMBER 0.50 3.00 X 0 0 0 DR JEFF HORKAN BOARD MEMBER 0.50 3.00 X 0 0 0 TOM KASTEN BOARD MEMBER 0.50 3.00 X 0 0 0 REV BRUCE NELSON BOARD MEMBER 0.50 3.00 X 0 0 0 MARK PIETROWIAK PRESIDENT 0.50 3.00 X X 0 0 0 MATTHEW MAUTHE CEO 5.00 35.00 X 0 423799 7612 MICHAEL LIBBY COO 5.00 35.00 X 0 219029 32213 JULIE MARKS CFO 5.00 35.00 X 0 205784 31484 SHERRY CIRA CQO 5.00 35.00 X 0 141389 4524 CHERYL MEYER DIRECTOR OF HH 5.00 35.00 X 0 117231 13373 JENNIFER JOHNSON CAMPUS ADMINISTRATOR 5.00 35.00 X 0 139924 33786 GARY THORPE DIRECTOR OF HR 5.00 35.00 X 0 127362 4329 ROSE BORCK RN 5.00 35.00 X 0 119147 10700 NICOLE CHWALA CONTROLLER 5.00 35.00 X 0 103389 21370 0 1597054 159391 0 0 1 0 NEW HORIZON FOODS PO BOX 860246 MINNEAPOLIS MN 55486 DIETARY LABOR & SERVICES 1131162 MAAS BROS CONSTRUCTION CO INC PO BOX 108 WATERTOWN WI 53094 CONTRACTING & CONSTRUCTION 817502 2 RENTAL INCOME 623990 1836155 1836155 OTHER SERVICES 623990 286539 286539 ENTRANCE FEES 623990 262851 262851 DINING SERVICES 623990 207989 86284 121705 CATERING REVENUE 623990 131129 128052 3077 79077 79077 2803740 1347 1347 44519 -44519 -44519 -44519 2760568 2678958 124782 -43172 X 271549 271549 3951 3951 31079 31079 25009 25009 195884 195884 4449 4449 1128175 1128175 342089 341749 340 49796 49796 11808 11808 632493 632493 13433 13433 2711 2711 423338 423338 1400986 1400986 74475 74475 ACTIVITIES 163978 162588 1390 PROPERTY TAXES 137050 137050 DUES/FEES/SUBSCRIPTIONS 12110 12110 BAD DEBTS 78 78 4924441 4696757 227684 0 229514 423462 0 1454 35102255 14137564 21407854 20964691 21637368 21389607 350979 643656 974825 1156625 29952 19968 28895457 30347076 30251213 32167325 X -8613845 -10777718 -8613845 -10777718 21637368 21389607 -2163873 0 X 0 1 X 1 0 X 2466 2500 4966 1216272 1603110 2413454 2688384 2803740 10724960 1218738 1603110 2413454 2690884 2803740 10729926 0 6496 6496 6496 6496 10723430 294 3517 1002 1347 6160 294 3517 1002 1347 6160 1218738 1603404 2416971 2691886 2805087 10736086 0.99880 0.99840 0.00060 0.00090 X 163959 163959 29778581 10943142 18835439 1670874 1527773 143101 3467320 1665653 1801667 21521 996 20525 20964691 REFUNDABLE ENTRANCE FEES 9445470 DUE TO AFFILIATES 20901606 30347076 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 423799 0 0 0 0 0 6875 0 737 0 431411 0 0 MICHAEL LIBBY COO 0 219029 0 0 0 0 0 5736 0 26477 0 251242 0 0 JULIE MARKS CFO 0 205784 0 0 0 0 0 5399 0 26085 0 237268 0 0 JENNIFER JOHNSON CAMPUS ADMINISTRATOR 0 139924 0 0 0 0 0 3146 0 30640 0 173710 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 814,265. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 814,265. SUPPLIES: PROGRAM SERVICE EXPENSES 258,741. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 258,741. HR/IT/ADMIN FEE: PROGRAM SERVICE EXPENSES 55,169. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 55,169. 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 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