2024-11-14T15:21:53-06:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 10401 W INNOVATION DR STE 300 WAUWATOSA WI 53226 990 2023-01-01 391363010 LINCOLN VILLAS NORTH INC LINC 2626391100 1045 HILL STREET WATERTOWN WI 53098 NICOLE CHWALA CFO 2626391100 2024-11-14 1 0 KRISTEN DONLEVY P01670215 4144761880 2024-11-14 2023 2024-10-15 13:58:12Z NICOLE CHWALA 1045 HILL STREET WATERTOWN WI 53098 1025648 0 X HTTPS://WWW.ILLUMINUS.US/LINCOLN-VILLAS-NORTH X 1982 WI LINCOLN VILLAS NORTH PROVIDES LOW INCOME HOUSING THROUGH HUD FOR SENIORS. LINCOLN VILLAS NORTH HAS ONE BUILDING WITH 74 ONE BEDROOM APARTMENT UNITS AND INCLUDES A SENIOR LUNCH PROGRAM. 3 0 0 0 0 0 0 169389 771572 810495 10795 33265 17973 12499 800340 1025648 0 0 0 0 81240 184260 0 0 0 633010 757349 714250 941609 86090 84039 2517867 3395187 4075973 4869254 -1558106 -1474067 LINCOLN VILLAS NORTH IS A SENIOR LIVING HOME WITH 74 INDIVIDUAL ONE BEDROOM APARTMENT UNITS AND A SENIOR LUNCH PROGRAM. 0 0 782246 0 810495 LINCOLN VILLAS NORTH PROVIDES LOW INCOME HOUSING FOR SENIORS THROUGH HUD. 782246 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 1 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 3 0 0 1 0 0 1 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X NICOLE CHWALA CFO OF ILLUMINUS INC 9202610400 1045 HILL STREET WATERTOWN WI 53098 MATTHEW MAUTHE CEO 1.00 40.00 X X 0 626375 32070 MICHAEL LIBBY SENIOR VP OF OPERATIONS 1.00 40.00 X X 0 255555 39017 NICOLE CHWALA CFO 1.00 40.00 X X 0 284971 33417 0 1166901 104504 0 0 1 0 0 169389 169389 RENTS 531110 810495 810495 810495 33265 33265 AIR CONDITIONING FEES 531110 5465 5465 MAINTENANCE 531110 4729 4729 LAUNDRY 531110 2020 2020 285 285 12499 1025648 810495 0 45764 X 168179 168179 1019 1019 11109 11109 3953 3953 51811 51811 6646 6646 28257 28257 128854 127699 1155 3517 3517 16 16 72488 72488 1363 1363 103701 103701 47261 47261 191834 191834 28771 28201 570 REPAIRS AND MAINTENANCE 55681 55681 DUES AND SUBSCRIPTIONS 22300 22300 BAD DEBT 11658 11658 RESIDENT CARE SUPPLIES 3191 3191 941609 782246 159363 0 82363 1025150 165676 172610 23232 28063 5468282 4033302 1568593 1434980 678003 734384 2517867 3395187 236469 124263 3816106 4720522 23398 24469 4075973 4869254 X -1558106 -1474067 -1558106 -1474067 2517867 3395187 84039 0 X 0 1 X 1 1 1 X 151044 157712 156295 169389 634440 708366 698571 732924 771572 810495 3721928 859410 856283 889219 771572 979884 4356368 0 70135 90688 76648 50378 51516 339365 70135 90688 76648 50378 51516 339365 4017003 19084 3236 553 10795 33265 66933 19084 3236 553 10795 33265 66933 7640 8065 9236 17973 12499 55413 886134 867584 899008 800340 1025648 4478714 0.89690 0.89060 0.01490 0.00990 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER - 2019 AMOUNT: $ 7,640. 2020 AMOUNT: $ 8,065. 2021 AMOUNT: $ 9,236. 2022 AMOUNT: $ 17,973. 2023 AMOUNT: $ 12,499. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 277498 277498 4829005 3764771 1064234 80021 74792 5229 281758 193739 88019 1434980 SECURITY DEPOSITS 24622 RESERVE FOR REPLACEMENT 407823 TAX AND INSURANCE ESCROW 8378 RESIDUAL RECEIPTS 293561 734384 SECURITY DEPOSITS 24469 24469 1025648 0 1025648 0 1025648 941609 0 941609 0 941609 0 0 0 0 0 0 0 0 0 MATTHEW MAUTHE CEO 0 573965 0 31875 0 20535 0 8325 0 23745 0 658445 0 0 NICOLE CHWALA CFO 0 275921 0 4648 0 4402 0 7722 0 25695 0 318388 0 0 MICHAEL LIBBY SENIOR VP OF OPERATIONS 0 230399 0 4648 0 20508 0 8662 0 30355 0 294572 0 0 PART I, LINE 3 RELATED ORGANIZATIONS USE THE FOLLOWING TO ESTABLISH THE COMPENSATION OF INDEPENDENT COMPENSATION CONSULTANT COMPENSATION SURVEY OR STUDY THE CEO/EXECUTIVE DIRECTOR: FORM 990 OF OTHER ORGANIZATIONS APPROVAL BY THE BOARD OF COMPENSATION COMMITTEE FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION DELEGATED MANAGEMENT DUTIES TO MARQUARDT MANAGEMENT SERVICES, INC. A NON-PROFIT PROVIDING MANAGEMENT SERVICES TO SENIOR LIVING FACILITIES. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS ONE CLASS OF MEMBERS. 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 IRS. 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 AND ALL DISCUSSIONS RELATED TO THE CONFLICT. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION HAS THIS INFORMATION AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 127,699. MANAGEMENT AND GENERAL EXPENSES 1,155. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 128,854. MARQUARDT VILLAGE 1045 HILL STREET WATERTOWN WI 53098 391704732 SUPPORT SERVICES WI 501(C)(3) LINE 12B, II N/A 0 MARQUARDT MEMORIAL MANOR 1045 HILL STREET WATERTOWN WI 53098 391126946 SKILLED NURSING FACILITY WI 501(C)(3) LINE 10 N/A 0 MORAVIAN HOMES INC 1045 HILL STREET WATERTOWN WI 53098 391324889 SENIOR HOUSING WI 501(C)(3) LINE 10 N/A 0 MUELLER APARTMENTS 1045 HILL STREET WATERTOWN WI 53098 391294266 LOW INCOME HOUSING WI 501(C)(3) LINE 10 N/A 0 ZINZENDORF HALL INC 1045 HILL STREET WATERTOWN WI 53098 391647409 ASSISTED LIVING WI 501(C)(3) LINE 10 N/A 0 COMMONHEART INC 1045 HILL STREET WATERTOWN WI 53098 391940920 HOME HEALTH AND HOSPICE WI 501(C)(3) LINE 10 N/A 0 TRINITY TERRACE INC 1045 HILL STREET WATERTOWN WI 53098 391667734 LOW INCOME HOUSING WI 501(C)(3) LINE 10 N/A 0 ST ANNE'S HOME FOR THE ELDERLY MILWAUKEE INC 1045 HILL STREET WATERTOWN WI 53098 390985045 LONG-TERM CARE WI 501(C)(3) LINE 10 N/A 0 SASC INC 1045 HILL STREET WATERTOWN WI 53098 262512451 ASSISTED LIVING WI 501(C)(3) LINE 10 N/A 0 HILLS AT CORTLAND RIDGE 1045 HILL STREET WATERTOWN WI 53098 611517711 RETIREMENT COMMUNITY DEVELOPMENT WI 501(C)(3) LINE 10 N/A 0 SWRI INC 1045 HILL STREET WATERTOWN WI 53098 851449153 ASSISTED LIVING WI 501(C)(3) LINE 7 N/A 0 MARQUARDT FOUNDATION INC 1045 HILL STREET WATERTOWN WI 53098 391563808 SUPPORT MARQUARDT VILLAGE & AFFILIATES WI 501(C)(3) LINE 7 N/A 0 SINSINAWA NURSING 1045 HILL STREET WATERTOWN WI 53098 391958028 ASSISTED NURSING WI 501(C)(3) LINE 7 N/A 0 ILLUMINUS INC 1045 HILL STREET WATERTOWN WI 53098 391756037 MANAGEMENT SERVICES WI 501(C)(3) LINE 12B, II N/A 0 ILI SENIOR HOUSING CHAPEL VALLEY ROAD INC 1045 HILL STREET WATERTOWN WI 53098 391779428 ASSISTED LIVING WI 501(C)(3) LINE 10 N/A 0 MARQUART INVESTMENTS 1020 HILL STREET WATERTOWN WI 53098 475473378 INVESTMENTS WI C 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0