2023-11-02T14:56:35-05:00 2022-12-31 410746749 CLIFTONLARSONALLEN LLP 8215 GREENWAY BOULEVARD SUITE 600 MIDDLETON WI 53562 990 2022-01-01 390832605 MORROW MEMORIAL HOME FOR THE AGED INC MORR 6082693168 331 SOUTH WATER STREET SPARTA WI 54656 DANIEL MEYER CHIEF EXECUTIVE OFFICER 6082693168 2023-10-31 1 DANIEL MEYER 999009999 0 KIMBERLY ANDERSON P00188889 6086628600 2023-10-31 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DANIEL MEYER 331 SOUTH WATER STREET SPARTA WI 54656 12478055 0 X WWW.MORROWHOME.ORG X 1917 WI NURSING FACILITY, ASSISTED LIVING UNITS, INDEPENDENT HOUSING, COMMUNITY RESIDENTIAL FACILITY. 24 24 293 60 0 0 916080 704828 10612843 11251373 -462698 161027 222247 279756 11288472 12396984 0 0 0 0 7719233 8053002 0 0 0 3135628 4029730 10854861 12082732 433611 314252 27711357 27243192 17835283 18260265 9876074 8982927 X MORROW MEMORIAL HOME FOR THE AGED, INC. OWNS AND OPERATES AN 80-BED NURSING FACILITY, A FACILITY WITH 22 INDEPENDENT APARTMENTS WITH SERVICES KNOWN AS PARKVIEW, A 24-UNIT RESIDENTIAL CARE APARTMENT COMPLEX (RCAC) KNOWN AS MARYCREST, A 28-UNIT COMMUNITY BASED RESIDENTIAL FACILITY (CBRF) KNOWN AS BRIDGEPATH, AND A 36-UNIT RCAC KNOWN AS CREEKSIDE IN SPARTA, WISCONSIN. 0 0 10482554 0 11251373 NURSING HOME SERVICES: PROVIDE SKILLED AND INTERMEDIATE NURSING CARE SERVICES FOR PRIVATE PAY, MEDICARE, AND MEDICAID PATIENTS. CONGREGATE LIVING SERVICES: PROVIDE INDEPENDENT LIVING SERVICES FOR THE ELDERLY. OWNS AND OPERATES AN 80-BED NURSING FACILITY, A FACILITY WITH 22 INDEPENDENT APARTMENTS WITH SERVICES KNOWN AS PARKVIEW, A 24-UNIT RESIDENTIAL CARE APARTMENT COMPLEX (RCAC) KNOWN AS MARYCREST, A 28-UNIT COMMUNITY BASED RESIDENTIAL FACILITY (CBRF) KNOWN AS BRIDGEPATH, AND A 36-UNIT RCAC KNOWN AS CREEKSIDE IN SPARTA, WISCONSIN. 10482554 1 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 26 0 293 1 0 0 0 0 0 0 0 0 0 0 0 0 X 24 24 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 0 0 WI X NIKKI SUND 6082693168 331 S WATER ST SPARTA WI 54656 PETE FOSS PRESIDENT 2.00 X X 0 0 0 MIKE MCALPINE VICE PRESIDENT 1.00 X X 0 0 0 BRYAN SIMONSON SECRETARY/TREASURER 1.00 X X 0 0 0 GARY EDWARDS FINANCE COMMITTEE 3.00 X 0 0 0 SUZANNE HOFFMAN FINANCE COMMITTEE 1.00 X 0 0 0 KATHY ROWAN FINANCE COMMITTEE 1.00 X 0 0 0 JOHN BUDIN FINANCE COMMITTEE 1.00 X 0 0 0 MIKE KELLY PERSONNEL COMMITTEE 1.00 X 0 0 0 PEGGY WRIGHT PERSONNEL COMMITTEE 1.00 X 0 0 0 MARJORIE LAKOWSKE PERSONNEL COMMITTEE 1.00 X 0 0 0 CHERYL WEBER PERSONNEL COMMITTEE 1.00 X 0 0 0 ROB MUBARACK PROPERTY COMMITTEE 1.00 X 0 0 0 JIM DEVOE PROPERTY COMMITTEE 1.00 X 0 0 0 DICK GAJEWSKY PROPERTY COMMITTEE 1.00 X 0 0 0 RICK SMITH PROPERTY COMMITTEE 1.00 X 0 0 0 TONI POLKOSKI RESIDENT SERVICES CHAIR 2.00 X 0 0 0 MAXINE GUDBAUR RESIDENT COMMITTEE 1.00 X 0 0 0 PAM PHILLIPS RESIDENT COMMITTEE 1.00 X 0 0 0 DARRELL ZIETLOW RESIDENT COMMITTEE 1.00 X 0 0 0 RANDY ABBOTT DEVELOPMENT COMMITTEE 1.00 X 0 0 0 DEB SMITH DEVELOPMENT COMMITTEE 1.00 X 0 0 0 TODD FAHNING DEVELOPMENT COMMITTEE 1.00 X 0 0 0 KURT MARSHAUS DEVELOPMENT COMMITTEE/MEMBER AT LARGE 1.00 X 0 0 0 PASTOR LORETTA WAUGHTAL CHAPLAIN 1.00 X 0 0 0 DANIEL MEYER CHIEF EXECUTIVE OFFICER 40.00 X 155596 0 7769 NIKKI SUND FINANCE DIRECTOR 40.00 X 93273 0 24410 MALLORY YORK KEMNITZ DIRECTOR OF NURSING 40.00 X 117106 0 12052 JENNIFER BRIESKE NURSING HOME ADMIN 40.00 X 121518 0 6535 487493 0 50766 3 0 1 0 SELECT REHABILITATION PO BOX 71985 CHICAGO IL 606941985 THERAPY SERVICES 773046 1 610905 93923 704828 RESIDENT REVENUE 623000 7464937 7464937 ADVANCED MEMORY CARE 623000 1551090 1551090 APARTMENT REVENUE 623000 1197929 1197929 ASSISTED LIVING 623000 1037417 1037417 11251373 153423 153423 7604 0 7604 7604 7604 93767 81071 12696 12696 OTHER REVENUE 900099 192434 192434 MEALS INCOME 900099 53364 53364 BEAUTY SHOP REVENUE 900099 21262 21262 267060 12396984 11251373 0 440783 261902 261902 6320340 5709777 610563 35747 35747 1022839 877462 145377 412174 351245 60929 13258 13258 22040 22040 46041 46041 15687 1908 13779 313481 313481 10800 2156 8644 451720 451720 1385148 1385148 153971 153971 FOOD COSTS 715089 715089 SUPPLIES 529413 488824 40589 PURCHASED SERVICES 422905 291625 131280 BED SURCHARGE 163200 163200 -213023 -304828 91805 12082732 10482554 1600178 0 679846 627980 987053 792045 976385 988842 5033 4900 31957838 12391833 18958477 19566005 6091362 5216226 13201 47194 27711357 27243192 1024371 1041887 578783 0 16150953 17121129 81176 97249 17835283 18260265 X 9876074 8982927 9876074 8982927 27711357 27243192 314252 -1207399 0 X 0 1 X 1 0 X 117664 114558 1355487 916080 704828 3208617 10354173 10725203 10704649 10612843 11251373 53648241 82237 216248 267060 565545 10471837 10839761 12142373 11745171 12223261 57422403 0 0 0 57422403 57087 73653 70944 123403 153423 478510 57087 73653 70944 123403 153423 478510 186705 148191 95925 87864 93767 612452 10715629 11061605 12309242 11956438 12470451 58513365 0.98140 0.98030 0.00820 0.00690 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2018 AMOUNT: $ 186,705. 2019 AMOUNT: $ 148,191. 2020 AMOUNT: $ 95,925. 2021 AMOUNT: $ 87,864. 2022 AMOUNT: $ 93,767. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 612747 612747 26865728 9829092 17036636 3462037 2102631 1359406 1017326 460110 557216 19566005 CO-OP OIL STOCK CERTIFICATE 1071 C NORTHWEST MUTUAL 5176592 F PARETO SHARES 37983 C EMPLOYER HEALTH CARE ALLIANCE 580 C 5216226 SECURITY DEPOSITS 85250 RESIDENT TRUST FUNDS 11999 97249 X 11189585 -1207399 -1207399 12396984 0 12396984 12082732 0 12082732 0 12082732 PART X, LINE 2: THE ORGANIZATION HAS BEEN GRANTED EXEMPT STATUS RELATIVE TO FEDERAL AND STATE CORPORATE INCOME TAXES UNDER CODE SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND APPLICABLE STATE CODES. THE ORGANIZATION FOLLOWS THE ACCOUNTING STANDARD RELATED TO INCOME TAXES REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX PROVISIONS. THE APPLICATION OF THE STANDARD HAD NO IMPACT ON THE ORGANIZATION'S FINANCIAL STATEMENTS. THE ORGANIZATION'S TAX FILINGS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX EXEMPT STATUS. THE ORGANIZATION IS ALSO NOT AWARE OF ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR EXCISE OR OTHER TAXES. X X X 0 0 0 0 0 0 0 0 0 DANIEL MEYER CHIEF EXECUTIVE OFFICER 155596 0 0 0 0 0 7769 0 0 0 163365 0 0 0 A WISCONSIN HEALTH AND EDUCATIONAL FACILITIES AUTHORITY 391337855 2020-07-16 19730885 CONSTRUCTION AND REMODELING PROJECT FUNDING, REFUNDING 2013 BONDS 0 0 0 A 1758665 19730885 437500 13090187 6203198 2020 0 1 0 1 A 0 0 0 0 0 0 0 A 0 0 0 1 1 0 0 0 0 A 1 FORM 990, PART VI, SECTION A, LINE 8B ALL MEETING HELD BY THE BOARD OF DIRECTORS ARE DOCUMENTED AND AVAILABLE UPON REQUEST. THERE IS NO OTHER COMMITEE WITH AUTHORITY TO ACT ON BEHALF OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO BEING FILED WITH THE IRS, A COPY OF THE IRS FORM 990 AND RELATED SCHEDULES ARE REVIEWED BY THE CHIEF EXECUTIVE OFFICER , INCLUDING A CONFIRMATION OF THE ACCURACY OF EVERY ANSWER AND OVERSIGHT OF APPROPRIATE CHANGES. UPON COMPLETION OF THIS REVIEW, THE FORMS ARE EMAILED AND APPROVED BY THE BOARD PRIOR TO SUBMITTAL TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS AND KEY EMPLOYEES ARE ASKED TO DISCLOSE ANNUALLY BUSINESS RELATIONSHIPS AND FAMILY MEMBERS THAT COULD, OR DO, CREATE A CONFLICT OF INTEREST. CONFLICTS OF INTEREST ARE DETERMINED BY A REVIEW OF THE POTENTIAL CONFLICTS BY THE ADMINISTRATOR AND THE BOARD OF DIRECTORS. IF A CONFLICT EXISTS, THEN THE CONFLICTED BOARD MEMBER OR KEY EMPLOYEE IS EXCLUDED FROM DISCUSSIONS AND VOTES RELATED TO ANY POTENTIAL OR EXISTING RELATIONSHIPS INVOLVING THE CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15A THE PROCESS USED TO SET THE CEO'S ANNUAL SALARY IS BASED ON A COMBINATION OF COMPARISON TO COMPARABLE ORGANIZATIONS THROUGH USE OF OUR TRADE ORGANIZATION'S ANNUAL COMPENSATION SURVEY AND ATTAINMENT IN THE CURRENT YEAR OF PREDEFINED PERFORMANCE OBJECTIVES SET FOR THE CEO PERSONALLY AND THE ORGANIZATION. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2022. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.