2024-05-15T13:15:54-05:00 2023-06-30 410746749 CLIFTONLARSONALLEN LLP 8215 GREENWAY BOULEVARD SUITE 600 MIDDLETON WI 53562 990 2022-07-01 391126946 MARQUARDT MEMORIAL MANOR INC MARQ 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 9902997 0 X ILLUMINUS.US X COPORATION 1966 WI THE ORGANIZATION'S EXEMPT PURPOSE IS TO PROVIDE EXTENDED NURSING, CONVALESCENT, AND REHABILITATIVE CARE TO THE ELDERLY. 6 6 799 121 0 0 1275979 0 10057650 9901005 891 1992 0 0 11334520 9902997 0 0 0 0 2925837 2695856 0 0 0 5873504 8273099 8799341 10968955 2535179 -1065958 23158595 22235776 1013952 1157091 22144643 21078685 GROUNDED IN FAITH, WE PROMOTE THE HEALTH AND WELL-BEING OF EACH INDIVIDUAL WE SERVE. 0 0 9211745 9901005 MARQUARDT MEMORIAL MANOR, INC IS A 140 BED SKILLED NURSING FACILITY 9211745 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 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 799 1 0 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 1 1 0 WI X NICOLE CHWALA 9202610400 1045 HILL STREET WATERTOWN WI 530983099 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 552754 0 31737 NICOLE CHWALA CFO 5.00 35.00 X 207665 0 19384 MICHAEL LIBBY SVP OF OPERATIONS 5.00 35.00 X 289907 0 27605 SHERRY CIRA SVP OF ADMINISTRATION 5.00 35.00 X 172711 0 3670 JEFF HACKEL SVP OF HR 5.00 35.00 X 185741 0 5307 JENNIFER JOHNSON EXECUTIVE DIRECTOR-THE MARQUARDT 5.00 35.00 X 155818 0 21521 JUSTIN MUNZEL SENIOR VP OF COMMONHEART 5.00 35.00 X 227440 0 8895 KEITH VANLANDUYT SVP OF MARKETING & PHILANTHROPY 5.00 35.00 X 142495 0 454 LISA WHITE DIRECTOR OF HOSPICE 5.00 35.00 X 122791 0 11148 MARK PIETROWIAK VP OF BUSINESS DEVELOPMENT 5.00 35.00 X 191385 0 24936 JEFF HOFFMAN VP OF CONSTRUCTION 5.00 35.00 X 165781 0 21394 GARY THORPE VP OF HUMAN RESOURCES 5.00 35.00 X 162038 0 6410 2576526 0 182461 16 0 1 0 0 SKILLED NURSING FACILI 623000 7750005 7750005 FAMILY CARE 623000 2135046 2135046 HOSPICE 623000 15954 15954 9901005 1992 1992 9902997 9901005 0 1992 X 510378 510378 1611958 1611958 28668 28668 386173 386173 158679 158679 1053358 1053358 36994 36994 190203 190203 4565876 4550876 15000 23684 20232 3452 64110 40902 23208 176348 176348 227991 222746 5245 7099 7099 20721 20721 17238 17238 352686 352686 173112 173112 MEDICARE PART A & B EXP 584773 584773 BAD DEBT EXPENSE 351749 351749 MEDICAID BED ASSESSMENT 285600 285600 REPAIRS AND MAINTENANCE 70655 70655 70902 70902 10968955 9211745 1757210 0 250 317 1297924 1137588 450909 271137 12128386 10199408 2184957 1928978 19224555 18897756 23158595 22235776 1009866 1154940 4086 2151 1013952 1157091 X 22144643 21078685 22144643 21078685 23158595 22235776 -1065958 0 X 0 1 X 1 0 X 268284 4322685 1275979 0 5866948 11613031 10760057 10440153 10057650 9901005 52771896 11613031 11028341 14762838 11333629 9901005 58638844 0 112152 112429 224581 112152 112429 224581 58414263 655 3208 1117 891 1992 7863 655 3208 1117 891 1992 7863 11613686 11031549 14763955 11334520 9902997 58646707 0.99600 0.99590 0.00010 0.00020 X 133147 133147 8079142 6654647 1424495 420246 410546 9700 3491665 3134215 357450 4186 4186 1928978 UNEMPLOYEMENT RESERVE FUND 242935 DUE FROM AFFILIATES 18633587 RESIDENT DEPOSITS 2151 FIXED ASSET CLEARING ACCOUNT 19083 18897756 RESIDENT DEPOSITS 2151 2151 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. X X X X 0 0 0 0 0 0 0 0 0 MATTHEW MAUTHE CEO 506121 0 46633 0 0 0 13910 0 17827 0 584491 0 0 0 MICHAEL LIBBY SVP OF OPERATIONS 266166 0 23741 0 0 0 9756 0 17849 0 317512 0 0 0 JUSTIN MUNZEL SENIOR VP OF COMMONHEART 221460 0 5980 0 0 0 0 0 8895 0 236335 0 0 0 NICOLE CHWALA CFO 196605 0 11060 0 0 0 7021 0 12363 0 227049 0 0 0 MARK PIETROWIAK VP OF BUSINESS DEVELOPMENT 172084 0 19301 0 0 0 6127 0 18809 0 216321 0 0 0 JEFF HACKEL SVP OF HR 183998 0 1743 0 0 0 0 0 5307 0 191048 0 0 0 JEFF HOFFMAN VP OF CONSTRUCTION 148290 0 17491 0 0 0 5209 0 16185 0 187175 0 0 0 JENNIFER JOHNSON EXECUTIVE DIRECTOR-THE MARQUARDT 155818 0 0 0 0 0 5196 0 16325 0 177339 0 0 0 SHERRY CIRA SVP OF ADMINISTRATION 161978 0 10733 0 0 0 1950 0 1720 0 176381 0 0 0 GARY THORPE VP OF HUMAN RESOURCES 152348 0 9690 0 0 0 5068 0 1342 0 168448 0 0 0 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 B, LINE 15 BOARD AND CEO REVIEW COMPARABILITY DATA AND APPROVE COMPENSATION ANNUALLY. THE BOARD REVIEWS AND APPROVES COMPENSATION FOR THE CEO. 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 3,535,553. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,535,553. PHARMACY: PROGRAM SERVICE EXPENSES 176,374. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 176,374. MEDICAL SUPPLIES: PROGRAM SERVICE EXPENSES 822,625. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 822,625. LAB: PROGRAM SERVICE EXPENSES 10,052. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,052. X-RAY: PROGRAM SERVICE EXPENSES 6,272. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,272. MEDICAL DIRECTOR: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 15,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 15,000. 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 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 N/A C 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 1 1