2026-05-14T10:46:39-05:00 2025-06-30 410746749 CLIFTONLARSONALLEN LLP 10401 W INNOVATION DR STE 300 WAUWATOSA WI 53226 990 2024-07-01 611517711 ILLUMINUS RETIREMENT COMMUNITIES INC F/K/A THE HILLS AT CORTLAND RIDGE ILLU 9209610400 1045 HILL STREET WATERTOWN WI 53098 JULIE MARKS CFO 9209610400 2026-05-12 1 0 KRISTEN DONLEVY P01670215 4144761880 2026-05-11 2024 2025-03-06 01:10:19Z X MATTHEW MAUTHE 1045 HILL STREET WATERTOWN WI 53098 53899385 0 X HTTPS://WWW.ILLUMINUS.US/ X 2007 WI TO DEVELOP A COMMUNITY THAT PROVIDES A VARIETY OF INDEPENDENT LIVING ARRANGEMENTS AND OFFERS A CONTINUUM OF WELLNESS AND ASSISTANCE-IN-LIVING PROGRAMS. 7 4 0 9 0 0 0 0 65337 53327584 0 38910 0 532891 65337 53899385 0 0 0 0 20196 22187585 0 0 0 585295 35380356 605491 57567941 -540154 -3668556 81493976 79801224 63132013 65005850 18361963 14795374 GROUNDED IN FAITH, WE PROMOTE THE HEALTH AND WELL-BEING OF EACH INDIVIDUAL WE SERVE. 0 0 50484995 53419702 ILLUMINUS RETIREMENT COMMUNITIES PROVIDES QUALITY CARE TO THE AGING POPLUATION THROUGH A FULL CONTINUUM OF CARE. 50484995 1 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 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 4 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X JULIE MARKS 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 TREASURER 0.50 3.50 X 0 0 0 DENNIS KONKOL BOARD MEMBER 0.50 3.50 X 0 0 0 KEVIN KOHLHOFF BOARD MEMBER 0.50 3.50 X 0 0 0 REV KATE VAN DER LINDEN BOARD MEMBER 0.50 3.50 X 0 0 0 LYNNE WAGNER BOARD MEMBER 0.50 3.50 X 0 0 0 STEVER HEROUX BOARD MEMBER 0.50 3.50 X 0 0 0 MATTHEW MAUTHE CEO 5.00 35.00 X 0 669611 27113 NICOLE CHWALA CFO 5.00 35.00 X 0 297163 26894 MICHAEL LIBBY SVP OF OPERATIONS 5.00 35.00 X 0 331150 22078 KEN SMITH PRESIDENT OF ILLUMINUS 5.00 35.00 X 0 74009 3046 JULIE MARKS CFO 5.00 35.00 X 0 0 0 JUSTIN MUNZEL SENIOR VP OF COMMONHEART 5.00 35.00 X 0 222386 25787 MARK PIETROWIAK VP OF BUSINESS DEVELOPMENT 5.00 35.00 X 0 219632 26648 JEFF HACKEL SVP OF HR 5.00 35.00 X 0 221648 22887 SHERRY CIRA SVP OF ADMINISTRATION 5.00 35.00 X 0 231019 7476 JENNIFER JOHNSON EXECUTIVE DIRECTOR-THE MAR 5.00 35.00 X 0 163698 22802 GARY THORPE VP OF HUMAN RESOURCES 5.00 35.00 X 0 160918 21600 DAVID BERTSCH SVP OF FACILITIES AND CONSTRUCTION 5.00 35.00 X 0 180010 16711 KEITH VANLANDUYT SVP OF MARKETING AND PHILANTHROPY 5.00 35.00 X 0 188017 7192 MIKE JONES EXECUTIVE DIRECTOR 5.00 35.00 X 0 165761 14179 SUZANNE WHITTY EXECUTIVE DIRECTOR 5.00 35.00 X 0 150061 13407 NICOLE MARTIN SVP OF SALES 5.00 35.00 X 0 133166 5306 0 3408249 263126 0 0 1 0 0 SERVICE REVENUE 532000 53327584 53327584 53327584 34036 34036 4816 58 0 0 4816 58 4874 4874 FORGIVENESS OF INTERCOMPANY DEBT 900099 440773 440773 OTHER OPERATING REVENUE 900099 92118 92118 532891 53899385 53419702 0 479683 X 18900862 18900862 107472 107472 1380045 1380045 1799206 1799206 5102200 5102200 97469 97469 65737 65737 9670487 8498893 1171594 461907 437676 24231 400301 351879 48422 591794 591794 1684677 1478951 205726 242187 242187 60794 60794 2885922 2885922 4948614 4948614 689566 689566 BAD DEBT 3931690 3931690 FOOD & DIATARY SUPPLIES 1560149 1560149 SUPPLIES 1256597 1256597 REPAIRS & MAINTENANCE 836040 836040 894225 526658 367567 57567941 50484995 7082946 0 1829386 4527846 150 6490812 5559672 1325341 1251276 66085519 9487367 57791775 56598152 1566407 1708340 1300000 1300000 6508667 5820250 4681588 3035538 81493976 79801224 13144481 12240693 3967719 3519753 37480000 37480000 8539813 11765404 63132013 65005850 X 18361963 14795374 18361963 14795374 81493976 79801224 -3668556 103380 -1413 0 X 0 0 0 X 107296 65337 53327584 53500217 107296 65337 53327584 53500217 0 0 0 53500217 107296 65337 53327584 53500217 1.00000 1.00000 0.00000 X 0 0 7428061 7428061 52635814 9487367 43148447 5110839 5110839 910805 910805 56598152 RELATED PARTY NOTE PAYABLE 1536166 DUE TO AFFILIATES 8516684 LEASE LIABILITY- OPERATING 1570102 LEASE LIABILITY-FINANCING 142452 11765404 0 0 0 0 0 0 0 0 0 MATTHEW MAUTHE CEO 0 633048 0 36563 0 0 0 9054 0 18059 0 696724 0 0 MICHAEL LIBBY SVP OF OPERATIONS 0 326895 0 4255 0 0 0 7667 0 14411 0 353228 0 0 NICOLE CHWALA CFO 0 292057 0 5106 0 0 0 9164 0 17730 0 324057 0 0 JUSTIN MUNZEL SENIOR VP OF COMMONHEART 0 215046 0 7340 0 0 0 7041 0 18746 0 248173 0 0 MARK PIETROWIAK VP OF BUSINESS DEVELOPMENT 0 192625 0 27007 0 0 0 6413 0 20235 0 246280 0 0 JEFF HACKEL SVP OF HR 0 216542 0 5106 0 0 0 6357 0 16530 0 244535 0 0 SHERRY CIRA SVP OF ADMINISTRATION 0 231019 0 0 0 0 0 5762 0 1714 0 238495 0 0 DAVID BERTSCH SVP OF FACILITIES AND CONSTRUCTION 0 174904 0 5106 0 0 0 0 0 16711 0 196721 0 0 KEITH VANLANDUYT SVP OF MARKETING AND PHILANTHROPY 0 188017 0 0 0 0 0 5633 0 1559 0 195209 0 0 JENNIFER JOHNSON EXECUTIVE DIRECTOR-THE MAR 0 163698 0 0 0 0 0 5250 0 17552 0 186500 0 0 GARY THORPE VP OF HUMAN RESOURCES 0 153812 0 7106 0 0 0 5059 0 16541 0 182518 0 0 MIKE JONES EXECUTIVE DIRECTOR 0 165761 0 0 0 0 0 4280 0 9899 0 179940 0 0 SUZANNE WHITTY EXECUTIVE DIRECTOR 0 150061 0 0 0 0 0 4447 0 8960 0 163468 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 ORGANIZATION HAS A SINGLE CLASS OF MEMBERS, AND THE SOLE MEMBER OF THAT CLASS IS MARQUARDT VILLAGE, INC., A WISCONSIN NONSTOCK CORPORATION (THE "MEMBER"). FORM 990, PART VI, SECTION A, LINE 7A MEMBERS OF THE BOARD OF DIRECTORS SHALL BE APPOINTED BY THE MEMBER WITH CONSIDERATION GIVEN TO THEIR CHARACTER, CONCERN FOR THE PRINCIPLES AND PROGRAMS OF THE CORPORATIN, AND THE SINGULAR CONTRIBUTIONS THEY COULD RENDER TO THE INCREASED EFFECTIVENESS OF THE CORPORATION. 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 FORM 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 CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 8,498,893. MANAGEMENT AND GENERAL EXPENSES 1,171,594. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,670,487. LINDENGROVE COMMUNITIES 1045 HILL STREET WATERTOWN WI 53098 921790428 SKILLED NURSING AND ASSITED LIVING WI N/A MMS CHAPEL VALLEY LLC 1045 HILL STREET WATERTOWN WI 53098 873201751 PROPERTY MANAGEMENT WI N/A MMS TRIVERTON LLC 1045 HILL STREET WATERTOWN WI 53098 873220762 PROPERTY MANAGEMENT WI N/A MV21 LLC 1045 HILL STREET WATERTOWN WI 53098 871941017 INDEPENDENT LIVING DUPLEXES WI N/A ZINZENDORF HALL INC 1045 HILL STREET WATERTOWN WI 53098 391647409 ASSISTED LIVING 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 MARQUARDT MEMORIAL MANOR INC 1045 HILL STREET WATERTOWN WI 53098 391126946 SKILLED NURSING FACILITY 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 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 ILLUMINUS RETIREMENT COMMUNITIES INC 1045 HILL STREET WATERTOWN WI 53098 611517711 DEVELOPMENT OF RETIREMENT COMMUNITIES WI 501(C)(3) LINE 10 MARQUARDT VILLAGE INC 0 ST ANNES'S HOME FOR THE ELDERLY MILWAUKEE 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 SENIOR 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 SINSINAWA NURSING INC 1045 HILL STREET WATERTOWN WI 53098 391958028 SENIOR HOUSING WI 501(C)(3) LINE 7 MARQUARDT VILLAGE INC 0 SWRI INC 1045 HILL STREET WATERTOWN WI 53098 851449153 SENIOR HOUSING WI 501(C)(3) LINE 7 MARQUARDT VILLAGE INC 0 ILLUMINUS FOUNDATION INC 1045 HILL STREET WATERTOWN WI 53098 391563808 SUPPORT MARQUARDT VILLAGE INC & AFFILIATES WI 501(C)(3) LINE 7 MARQUARDT VILLAGE INC 0 ILLUMINUS INVESTMENTS INC 1045 HILL STREET WATERTOWN WI 53098 475473378 INVESTMENTS WI MARQUARDT VILLAGE C 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0