2026-05-13T14:25:55-05:00 2025-06-30 410746749 CLIFTONLARSONALLEN LLP 10401 W INNOVATION DR STE 300 WAUWATOSA WI 53226 990 2024-07-01 391294266 MUELLER APARTMENTS INC MUEL 9202610400 1045 HILL STREET WATERTOWN WI 53098 JULIE MARKS CFO 9202610400 2026-05-12 1 0 KRISTEN DONLEVY P01670215 4144761880 2026-05-08 2024 2025-03-06 01:10:19Z MATTHEW MAUTHE 1045 HILL STREET WATERTOWN WI 53098 1419128 0 X ILLUMINUS.US X 1978 WI THE ORGANIZATION'S EXEMPT PURPOSE IS TO PROVIDE LOW INCOME HOUSING FOR THE ELDERLY 8 8 0 9 0 0 0 0 1339194 1288965 41694 29770 0 0 1380888 1318735 0 0 0 0 60199 34701 0 0 0 1116153 1153894 1176352 1188595 204536 130140 3083039 3223547 85413 76952 2997626 3146595 GROUNDED IN FAITH, WE PROMOTE THE HEALTH AND WELL-BEING OF EACH INDIVIDUAL WE SERVE 0 0 977500 1288965 MUELLER APARTMENTS, INC OPERATES A 101-UNIT APARTMENT COMPLEX. MUELLER IS REGULATED BY THE U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT WITH RESPECT TO RENTAL CHARGES AND OPERATING METHODS, AS IT PARTICIPATES IN THE SECTION 8 HOUSING ASSISTANCE PAYMENT PROGRAM. 977500 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 0 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X JULIE MARKS 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 TREASURER 0.50 3.50 X 0 0 0 DENNIS KONKOL BOARD MEMBER 0.50 3.50 X 0 0 0 KEVIN KOHLHOFF BOARD MEMBER 0.50 3.50 X 0 0 0 REV KATE VAN DER LINDEN BOARD MEMBER 0.50 3.50 X 0 0 0 LYNNE WAGNER BOARD MEMBER 0.50 3.50 X 0 0 0 STEVER HEROUX BOARD MEMBER 0.50 3.50 X 0 0 0 MATTHEW MAUTHE CEO 5.00 35.00 X 0 669611 27113 NICOLE CHWALA CFO 5.00 35.00 X 0 297163 26894 MICHAEL LIBBY SVP OF OPERATIONS 5.00 35.00 X 0 331150 22078 KEN SMITH PRESIDENT OF ILLUMINUS 5.00 35.00 X 0 74009 3046 JULIE MARKS CFO 5.00 35.00 X 0 0 0 JUSTIN MUNZEL SENIOR VP OF COMMONHEART 5.00 35.00 X 0 222386 25787 MARK PIETROWIAK VP OF BUSINESS DEVELOPMENT 5.00 35.00 X 0 219632 26648 JEFF HACKEL SVP OF HR 5.00 35.00 X 0 221648 22887 SHERRY CIRA SVP OF ADMINISTRATION 5.00 35.00 X 0 231019 7476 JENNIFER JOHNSON EXECUTIVE DIRECTOR-THE MAR 5.00 35.00 X 0 163698 22802 GARY THORPE VP OF HUMAN RESOURCES 5.00 35.00 X 0 160918 21600 DAVID BERTSCH SVP OF FACILITIES AND CONSTRUCTION 5.00 35.00 X 0 180010 16711 KEITH VANLANDUYT SVP OF MARKETING AND PHILANTHROPY 5.00 35.00 X 0 188017 7192 MIKE JONES EXECUTIVE DIRECTOR 5.00 35.00 X 0 165761 14179 SUZANNE WHITTY EXECUTIVE DIRECTOR 5.00 35.00 X 0 150061 13407 NICOLE MARTIN SVP OF SALES 5.00 35.00 X 0 133166 5306 0 3408249 263126 0 0 1 0 0 APARTMENT RENTALS 623990 1288965 1288965 1288965 11114 11114 119049 100393 18656 18656 18656 1318735 1288965 0 29770 X 30297 30297 413 413 1526 1526 2465 2465 126682 126682 15529 15529 2346 2346 2291 2291 188384 153781 34603 35305 35305 15608 15608 8109 8109 253550 253550 161 161 3110 3110 71807 71807 267113 267113 42275 42275 MARQUARDT LIFELINE 54540 54540 ACTIVITIES 37440 37440 DUES AND SUBSCRIPTIONS 21974 21974 BAD DEBT 7670 7670 1188595 977500 211095 0 0 100 5367 251797 8560 3657 7802350 5969018 1951846 1833332 443515 489823 673751 644838 3083039 3223547 41444 35032 43969 41920 85413 76952 X 2997626 3146595 2997626 3146595 3083039 3223547 130140 18829 0 X 0 1 X 1 0 X 1210688 1242223 1373651 1339194 1288965 6454721 1210688 1242223 1373651 1339194 1288965 6454721 0 0 0 6454721 8306 11300 15829 17391 11114 63940 8306 11300 15829 17391 11114 63940 1218994 1253523 1389480 1356585 1300079 6518661 0.99020 0.99020 0.00980 0.00980 X 74546 74546 6371100 4927467 1443633 327539 291672 35867 1020263 749879 270384 8902 8902 1833332 RESIDENT SECURITY DEPOSITS 38179 DUE FROM AFFILIATES-MARQUARDT 602653 FINANCING ROU ASSET 4006 644838 TENANT SECURITY DEPOSITS 37730 CURRENT LEASE LIABILITY - FINANCING 969 LEASE LIABILITY - FINANCING 3221 41920 X PART X, LINE 2: MARQUARDT VILLAGE AND ALL AFFILIATES, EXCEPT ILLUMINUS 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 633048 0 36563 0 0 0 9054 0 18059 0 696724 0 0 MICHAEL LIBBY SVP OF OPERATIONS 0 326895 0 4255 0 0 0 7667 0 14411 0 353228 0 0 NICOLE CHWALA CFO 0 292057 0 5106 0 0 0 9164 0 17730 0 324057 0 0 JUSTIN MUNZEL SENIOR VP OF COMMONHEART 0 215046 0 7340 0 0 0 7041 0 18746 0 248173 0 0 MARK PIETROWIAK VP OF BUSINESS DEVELOPMENT 0 192625 0 27007 0 0 0 6413 0 20235 0 246280 0 0 JEFF HACKEL SVP OF HR 0 216542 0 5106 0 0 0 6357 0 16530 0 244535 0 0 SHERRY CIRA SVP OF ADMINISTRATION 0 231019 0 0 0 0 0 5762 0 1714 0 238495 0 0 DAVID BERTSCH SVP OF FACILITIES AND CONSTRUCTION 0 174904 0 5106 0 0 0 0 0 16711 0 196721 0 0 KEITH VANLANDUYT SVP OF MARKETING AND PHILANTHROPY 0 188017 0 0 0 0 0 5633 0 1559 0 195209 0 0 JENNIFER JOHNSON EXECUTIVE DIRECTOR-THE MAR 0 163698 0 0 0 0 0 5250 0 17552 0 186500 0 0 GARY THORPE VP OF HUMAN RESOURCES 0 153812 0 7106 0 0 0 5059 0 16541 0 182518 0 0 MIKE JONES EXECUTIVE DIRECTOR 0 165761 0 0 0 0 0 4280 0 9899 0 179940 0 0 SUZANNE WHITTY EXECUTIVE DIRECTOR 0 150061 0 0 0 0 0 4447 0 8960 0 163468 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 CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 90,819. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 90,819. ADMINISTRATIVE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 34,603. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 34,603. HOUSEKEEPING: PROGRAM SERVICE EXPENSES 62,962. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 62,962. 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 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 ILLUMINUS 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 ILLUMINUS INVESTMENTS INC 1045 HILL STREET WATERTOWN WI 53098 475473378 INVESTMENTS WI N/A C 0 0 0 0 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0