2024-05-15T11:42:13-05:00 2023-06-30 410746749 CLIFTONLARSONALLEN LLP 8215 GREENWAY BOULEVARD SUITE 600 MIDDLETON WI 53562 990 2022-07-01 391647409 ZINZENDORF HALL INC ZINZ 9202610400 1045 HILL STREET WATERTOWN WI 53098 NICOLE CHWALA CFO 9202610400 2024-05-11 1 NICOLE CHWALA 999009999 0 KIMBERLY ANDERSON P00188889 6086628600 2024-05-10 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z MATTHEW MAUTHE 1045 HILL STREET WATERTOWN WI 53098 6002366 0 X ILLUMINUS.US X 1989 WI THE ORGANIZATION'S PURPOSE IS TO PROVIDE ASSISTED LIVING FACILITIES FOR THE ELDERLY 9 9 0 9 0 0 222171 0 5000794 5704971 102628 167683 0 0 5325593 5872654 0 0 0 0 1291698 1215013 0 0 0 3348334 3792474 4640032 5007487 685561 865167 12134433 11989785 3414555 2237453 8719878 9752332 GROUNDED IN FAITH, WE PROMOTE THE HEALTH AND WELL-BEING OF EACH INDIVIDUAL WE SERVE 0 0 4481868 5704971 ZINZENDORF HALL, INC OPERATES A 48-BED COMMUNITY-BASED RESIDENTIAL FACILITY CALLED PARK RIDGE AND A 44 BED COMMUNITY-BASED RESIDENTIAL FACITLITY CALLED PARK TERRACE. 4481868 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 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 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 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 MATTHEW MAUTHE CEO 5.00 35.00 X 0 552754 31737 NICOLE CHWALA CFO 5.00 35.00 X 0 207665 19384 MICHAEL LIBBY SVP OF OPERATIONS 5.00 35.00 X 0 289907 27605 SHERRY CIRA SVP OF ADMINISTRATION 5.00 35.00 X 0 172711 3670 JEFF HACKEL SVP OF HR 5.00 35.00 X 0 185741 5307 JENNIFER JOHNSON EXECUTIVE DIRECTOR-THE MARQUARDT 5.00 35.00 X 0 155818 21521 JUSTIN MUNZEL SENIOR VP OF COMMONHEART 5.00 35.00 X 0 227440 8895 KEITH VANLANDUYT SVP OF MARKETING & PHILANTHROPY 5.00 35.00 X 0 142495 454 LISA WHITE DIRECTOR OF HOSPICE 5.00 35.00 X 0 122791 11148 MARK PIETROWIAK VP OF BUSINESS DEVELOPMENT 5.00 35.00 X 0 191385 24936 JEFF HOFFMAN VP OF CONSTRUCTION 5.00 35.00 X 0 165781 21394 GARY THORPE VP OF HUMAN RESOURCES 5.00 35.00 X 0 162038 6410 0 2576526 182461 0 0 1 0 0 RESIDENTIAL CARE 623990 5704971 5704971 5704971 82950 82950 214445 129712 84733 84733 84733 5872654 5704971 0 167683 X 986058 986058 7543 7543 143887 143887 77525 77525 399348 399348 68338 68338 15643 15643 1789903 1789903 40484 32371 8113 7566 7566 71669 71669 317339 317339 8615 94 8521 272947 272947 535295 535295 87010 87010 ACTIVITIES 152661 152661 BAD DEBT EXPENSE 24065 24065 DUES AND SUBSCRIPTIONS 1591 1591 5007487 4481868 525619 0 149 150 142913 175930 2097 13621039 5434244 8685736 8186795 3305335 3624663 300 150 12134433 11989785 91874 59920 357100 248282 2965581 1929251 3414555 2237453 X 8719878 9752332 8719878 9752332 12134433 11989785 865167 167287 0 X 0 1 X 1 0 X 837 4550 435430 222171 0 662988 5156155 5231970 5003207 5000794 5704971 26097097 5156992 5236520 5438637 5222965 5704971 26760085 0 1016903 1131101 1214549 1582069 1721166 6665788 1016903 1131101 1214549 1582069 1721166 6665788 20094297 58801 52604 43528 59220 82950 297103 58801 52604 43528 59220 82950 297103 5215793 5289124 5482165 5282185 5787921 27057188 0.74270 0.76830 0.01100 0.01010 X 176858 176858 11407964 3950394 7457570 110717 107042 3675 1925500 1376808 548692 8186795 DUE TO AFFILIATES 1929251 1929251 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 506121 0 46633 0 0 0 13910 0 17827 0 584491 0 0 MICHAEL LIBBY SVP OF OPERATIONS 0 266166 0 23741 0 0 0 9756 0 17849 0 317512 0 0 JUSTIN MUNZEL SENIOR VP OF COMMONHEART 0 221460 0 5980 0 0 0 0 0 8895 0 236335 0 0 NICOLE CHWALA CFO 0 196605 0 11060 0 0 0 7021 0 12363 0 227049 0 0 MARK PIETROWIAK VP OF BUSINESS DEVELOPMENT 0 172084 0 19301 0 0 0 6127 0 18809 0 216321 0 0 JEFF HACKEL SVP OF HR 0 183998 0 1743 0 0 0 0 0 5307 0 191048 0 0 JEFF HOFFMAN VP OF CONSTRUCTION 0 148290 0 17491 0 0 0 5209 0 16185 0 187175 0 0 JENNIFER JOHNSON EXECUTIVE DIRECTOR-THE MARQUARDT 0 155818 0 0 0 0 0 5196 0 16325 0 177339 0 0 SHERRY CIRA SVP OF ADMINISTRATION 0 161978 0 10733 0 0 0 1950 0 1720 0 176381 0 0 GARY THORPE VP OF HUMAN RESOURCES 0 152348 0 9690 0 0 0 5068 0 1342 0 168448 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 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 IX, LINE 11G SUPPLIES: PROGRAM SERVICE EXPENSES 451,134. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 451,134. CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 1,338,769. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,338,769. 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 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 COURTLAND RIDGE 1045 HILL STREET WATERTOWN WI 53098 611517711 DEVELOPMENT OF RETIREMENT COMMUNITY 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 N/A C 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0