2025-05-15T09:53:55-05:00 2024-06-30 410746749 CLIFTONLARSONALLEN LLP 10401 W INNOVATION DR STE 300 WAUWATOSA WI 53226 990 2023-07-01 391647409 ZINZENDORF HALL INC ZINZ 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 10100425 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 0 0 5704971 6276483 167683 199018 0 0 5872654 6475501 0 0 0 0 1215013 1560288 0 0 0 3792474 3797357 5007487 5357645 865167 1117856 11989785 11935082 2237453 769181 9752332 11165901 GROUNDED IN FAITH, WE PROMOTE THE HEALTH AND WELL-BEING OF EACH INDIVIDUAL WE SERVE 0 0 4820462 6276483 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. 4820462 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 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 JENNIFER JOHNSON EXECUTIVE DIRECTOR-THE MAR 5.00 35.00 X 0 160731 33156 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 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 RESIDENTIAL CARE 623990 6276483 6276483 6276483 91474 91474 3732468 3624924 107544 107544 107544 6475501 6276483 0 199018 X 1297291 1297291 8600 8600 159101 159101 95296 95296 313824 313824 117951 117951 17441 17441 1719375 1719375 61199 61199 8387 8387 45844 45844 374114 374114 7453 78 7375 289971 289971 538327 538327 107143 107143 ACTIVITIES 115736 115736 BAD DEBT EXPENSE 70485 70485 DUES AND SUBSCRIPTIONS 10107 10107 5357645 4820462 537183 0 150 150 175930 396647 2097 1519 13720931 5959048 8186795 7761883 3624663 3768953 150 5930 11989785 11935082 59920 114575 248282 0 1929251 654606 2237453 769181 X 9752332 11165901 9752332 11165901 11989785 11935082 1117856 295713 0 X 0 1 X 1 0 X 4550 435430 222171 662151 5231970 5003207 5000794 5704971 6276483 27217425 5236520 5438637 5222965 5704971 6276483 27879576 0 1131101 1214549 1582069 1721166 687643 6336528 1131101 1214549 1582069 1721166 687643 6336528 21543048 52604 43528 59220 82950 91474 329776 52604 43528 59220 82950 91474 329776 5289124 5482165 5282185 5787921 6367957 28209352 0.76370 0.74270 0.01170 0.01100 X 176858 176858 11447770 4344905 7102865 150556 110407 40149 1933857 1503736 430121 11890 11890 7761883 DUE TO AFFILIATES 648599 RESIDENT DEPOSITS 100 CURRENT LEASE LIABILITY - FINANCING 1077 LEASE LIABILITY - FINANCING 4830 654606 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 SUPPLIES: PROGRAM SERVICE EXPENSES 441,672. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 441,672. CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 1,277,703. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,277,703. 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 CORTLAND 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