2025-05-15T11:04:24-05:00 2024-06-30 410746749 CLIFTONLARSONALLEN LLP 10401 W INNOVATION DR STE 300 WAUWATOSA WI 53226 990 2023-07-01 391940920 COMMONHEART INC F/K/A MARQUARDT HOME & COMMUNITY BASED COMM 9202610400 1045 HILL STREET WATERTOWN WI 53098 NICOLE CHWALA CFO 9202610400 2025-05-14 1 0 KRISTEN DONLEVY P01670215 4144761880 2025-05-14 2023 2025-03-06 01:10:19Z MATTHEW MAUTHE 1045 HILL STREET WATERTOWN WI 53098 17776944 0 X ILLUMINUS.US X 1998 WI TO PROVIDE HOME AND COMMUNITY BASED SERVICES TO THE ELDERLY AND HANDICAPPED. 6 6 0 62 0 0 3017 96636 15236888 17537739 125673 127964 0 0 15365578 17762339 0 0 0 0 8377706 9643591 0 0 0 7644165 9093530 16021871 18737121 -656293 -974782 12097092 11411870 3326002 3524215 8771090 7887655 GROUNDED IN FAITH, WE PROMOTE THE HEALTH AND WELL-BEING OF EACH INDIVIDUAL WE SERVE. 0 0 8957729 10555509 COMMONHEART HOME HEALTH - PROVIDING SKILLED NURSING, THERAPY, AND AIDE SERVICES AT HOME. 5392693 6517869 COMMONHEART HOSPICE - PROVIDING COMFORT CARE AND SPECIALIZED SERVICES TO THE TERMINALLY ILL. 401862 464361 COMMONHEART HOME CARE - PROVIDING NON LICENSED HOME CARE. 14752284 1 1 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 0 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 0 0 0 WI 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 KEVIN KOHLHOFF BOARD MEMBER 0.50 3.50 X 0 0 0 MATTHEW MAUTHE CEO 5.00 35.00 X 0 626375 32309 NICOLE CHWALA CFO 5.00 35.00 X 0 284970 33374 MICHAEL LIBBY SVP OF OPERATIONS 5.00 35.00 X 0 255555 31242 MARK PIETROWIAK VP OF BUSINESS DEVELOPMENT 5.00 35.00 X 0 207195 43999 JEFF HACKEL SVP OF HR 5.00 35.00 X 0 185740 19411 SHERRY CIRA SVP OF ADMINISTRATION 5.00 35.00 X 0 184843 5193 GARY THORPE VP OF HUMAN RESOURCES 5.00 35.00 X 0 163670 6658 JUSTIN MUNZEL SENIOR VP OF COMMONHEART 5.00 35.00 X 0 211685 34516 JENNIFER JOHNSON EXECUTIVE DIRECTOR-THE MAR 5.00 35.00 X 0 160731 33156 KEITH VANLANDUYT SVP OF MARKETING & PHILANT 5.00 35.00 X 0 142494 2633 JEFF HOFFMAN VP OF CONSTRUCTION 9/1/23 5.00 35.00 X 0 145642 26360 ROSE BORCK RN - SNF 5.00 35.00 X 0 148758 21062 LISA WHITE DIRECTOR OF HOSPICE 5.00 35.00 X 0 135412 17603 DAVE BERTSCH VP OF FACILITIES & CONSTRUCTION 5.00 35.00 X 0 133695 16112 0 2986765 323628 0 0 1 0 0 96636 96636 HOME HEALTH 621610 10555509 10555509 HOSPICE 623990 6517869 6517869 HOME CARE 621610 464361 464361 17537739 142569 142569 14605 -14605 -14605 -14605 17762339 17537739 0 127964 X 8196522 7426497 770025 113856 102891 10965 739810 667984 71826 593403 537538 55865 880244 880244 54057 54057 458451 458451 19126 19126 3097101 2869590 227511 258924 258924 734407 734407 456654 456654 233238 233238 300307 300307 533 533 57998 57998 70477 70477 BAD DEBT EXPENSE 1177843 1177843 EQUIPMENT RENTAL 1039560 1039560 PHARMACY 188295 188295 DUES AND SUBSCRIPTIONS 48584 48584 17731 17731 18737121 14752284 3984837 0 10401 182993 4189511 4600521 10589 33961 1459117 132399 739535 1326718 5084036 3924220 0 47500 2063020 1295957 12097092 11411870 1493921 1776039 278457 318384 1553624 1429792 3326002 3524215 X 8771090 7887655 8771090 7887655 12097092 11411870 -974782 91347 0 X 0 1 X 1 0 X 68328 625397 340218 3017 96636 1133596 11275254 13971921 15120880 15236888 17537739 73142682 11343582 14597318 15461098 15239905 17634375 74276278 0 46762 46762 46762 46762 74229516 473 1078 8702 115020 142569 267842 473 1078 8702 115020 142569 267842 11344055 14598396 15469800 15354925 17776944 74544120 0.99580 0.99590 0.00360 0.00190 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1071428 22321 1049107 387689 110078 277611 1326718 RIGHT-OF-USE ASSETS - OPERATING LEASES 1276287 RIGHT-OF-USE ASSETS - FINANCING LEASES 19670 1295957 CURRENT LEASE LIABILITY - OPERATING LEASES 479667 LONG-TERM LEASE LIABILITY - OPERATING LEASES 799275 CURRENT LEASE LIABILITY - FINANCING LEASES 3492 LONG-TERM LEASE LIABILITY - FINANCING LEASES 13977 DUE TO AFFILIATES 93103 CURRENT MATURITIES OF LONG-TERM DEBT 16667 LONG-TERM DEBT FINANCING COSTS 23611 1429792 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 574000 0 31875 0 20500 0 8325 0 23984 0 658684 0 0 NICOLE CHWALA CFO 0 276712 0 4648 0 3610 0 7722 0 25652 0 318344 0 0 MICHAEL LIBBY SVP OF OPERATIONS 0 231091 0 4648 0 19816 0 866 0 30376 0 286797 0 0 MARK PIETROWIAK VP OF BUSINESS DEVELOPMENT 0 154299 0 25896 0 27000 0 6012 0 37987 0 251194 0 0 JUSTIN MUNZEL SENIOR VP OF COMMONHEART 0 187653 0 6802 0 17230 0 2903 0 31613 0 246201 0 0 JEFF HACKEL SVP OF HR 0 166519 0 4261 0 14960 0 0 0 19411 0 205151 0 0 JENNIFER JOHNSON EXECUTIVE DIRECTOR-THE MAR 0 155646 0 0 0 5085 0 5085 0 28071 0 193887 0 0 SHERRY CIRA SVP OF ADMINISTRATION 0 184843 0 0 0 0 0 2500 0 2693 0 190036 0 0 JEFF HOFFMAN VP OF CONSTRUCTION 9/1/23 0 103168 0 21705 0 20769 0 3523 0 22837 0 172002 0 0 GARY THORPE VP OF HUMAN RESOURCES 0 143170 0 0 0 20500 0 4836 0 1822 0 170328 0 0 ROSE BORCK RN - SNF 0 148298 0 460 0 0 0 4456 0 16606 0 169820 0 0 LISA WHITE DIRECTOR OF HOSPICE 0 112012 0 0 0 23400 0 4114 0 13489 0 153015 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 CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 169,797. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 169,797. THERAPY: PROGRAM SERVICE EXPENSES 2,052,904. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,052,904. ALLOCATIONS: PROGRAM SERVICE EXPENSES 646,889. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 646,889. HOSPITAL: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 9,669. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,669. MEDICAL DIRECTOR: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 217,842. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 217,842. 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 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 CORTLAND 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 1 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0