2022-10-03T15:14:41-05:00 2021-12-31 410746749 CLIFTONLARSONALLEN LLP 8215 GREENWAY BOULEVARD SUITE 600 MIDDLETON WI 53562 990 2021-01-01 390832605 MORROW MEMORIAL HOME FOR THE AGED INC MORR 6082693168 331 SOUTH WATER STREET SPARTA WI 54656 DANIEL MEYER CEO 6082693168 2022-10-03 1 DANIEL MEYER 999009999 KIMBERLY ANDERSON P00188889 6086628600 2022-10-03 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z DANIEL MEYER 331 SOUTH WATER STREET SPARTA WI 54656 11956438 0 X WWW.MORROWHOME.ORG X 1917 WI NURSING FACILITY, ASSISTED LIVING UNITS, INDEPENDENT HOUSING, COMMUNITY RESIDENTIAL FACILITY. 25 25 288 65 0 0 1355487 916080 10640543 10612843 4546 -462698 197534 222247 12198110 11288472 0 0 0 0 7978969 7719233 0 0 0 2827630 3135628 10806599 10854861 1391511 433611 19091720 27711357 9952638 17835283 9139082 9876074 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, A 24-UNIT RCAC KNOWN AS HOMESTEAD WHICH CLOSED IN SEPTEMBER 2021, AND A 36-UNIT RCAC KNOWN AS CREEKSIDE IN SPARTA, WISCONSIN. 0 0 9189023 0 10612843 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, A 24-UNIT RCAC KNOWN AS HOMESTEAD WHICH CLOSED IN SEPTEMBER 2021, AND A 36-UNIT RCAC KNOWN AS CREEKSIDE IN SPARTA, WISCONSIN. 9189023 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 14 0 288 1 0 0 0 0 0 0 0 0 0 0 0 0 X 25 25 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 1 1 0 0 X DANIEL MEYER 6082693168 331 SOUTH WATER STREET SPARTA WI 54656 PETE FOSS PRESIDENT 2.00 X X 0 0 0 MIKE MCALPINE VICE PRESIDENT 1.00 X X 0 0 0 PATTY HEROLD SECRETARY/TREASURER 1.00 X X 0 0 0 JOHN BUDIN FINANCE COMMITTEE 1.00 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 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 BRYAN SIMONSON RESIDENT COMMITTEE 1.00 X 0 0 0 MAXINE GUDBAUR RESIDENT COMMITTEE 1.00 X 0 0 0 PAM PHILLIPS RESIDENT COMMITTEE 1.00 X 0 0 0 TOM SCHAUER DEVELOPMENT CHAIR 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 CEO 40.00 X 152463 0 8547 NIKKI SUND FINANCE DIRECTOR 40.00 X 105270 0 5789 MALLORY YORK KEMNITZ DIRECTOR OF NURSING 40.00 X 113930 0 12816 JENNIFER BRIESKE NURSING HOME ADMIN 40.00 X 118816 0 6535 490479 0 33687 4 0 1 0 REHABCARE GROUP PO BOX 503534 ST LOUIS MO 63150 THERAPY SERVICES 746702 3RT 103 LEONARD ST SOUTH WEST SALEM WI 54669 IT SERVICES 117580 2 820834 95246 916080 RESIDENT REVENUE 623000 7409073 7409073 ADVANCED MEMORY CARE 623000 1490927 1490927 APARTMENT REVENUE 623000 1134324 1134324 ASSISTED LIVING 623000 578519 578519 10612843 123403 123403 586101 -586101 -586101 -586101 87864 81865 5999 5999 OTHER REVENUE 900099 131757 131757 MEALS INCOME 900099 63384 63384 BEAUTY SHOP REVENUE 900099 21107 21107 216248 11288472 10612843 0 -240451 272069 272069 6026883 5410587 616296 194883 174674 20209 833861 705044 128817 391537 327852 63685 192 192 16480 16480 76823 76823 20705 3038 17667 296785 296785 3081 2079 1002 265046 265046 914370 914370 137733 137733 FOOD COSTS 666365 666365 SUPPLIES 450094 398024 52070 PURCHASED SERVICES 262820 111228 151592 BED SURCHARGE 170000 170000 -144866 -256069 111203 10854861 9189023 1665838 0 697740 679846 1535174 987053 914586 976385 2477 5033 29987231 11028754 11857872 18958477 4072525 6091362 11346 13201 19091720 27711357 1066345 1024371 992001 578783 7760905 16150953 133387 81176 9952638 17835283 X 9139082 9876074 9139082 9876074 19091720 27711357 X 433611 303375 6 X 0 1 X 1 0 X 101002 117664 114558 1355487 916080 2604791 10326261 10354173 10725203 10704649 10612843 52723129 82237 216248 298485 10427263 10471837 10839761 12142373 11745171 55626405 0 0 0 55626405 65927 57087 73653 70944 123403 391014 65927 57087 73653 70944 123403 391014 209431 186705 148191 95925 87864 728116 10702621 10715629 11061605 12309242 11956438 56745535 0.98030 0.98060 0.00690 0.00580 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 612747 612747 24978159 8771453 16206706 3261811 1872008 1389803 1134514 385293 749221 18958477 UNITED METHODIST FOUNDATION COMMON 3950101 F CO-OP OIL STOCK CERTIFICATE 1071 C NORTHWEST MUTUAL 2118464 F PARETO SHARES 21146 C EMPLOYER HEALTH CARE ALLIANCE 580 C 6091362 SECURITY DEPOSITS 67975 RESIDENT TRUST FUNDS 13201 81176 X 11591847 303375 303375 11288472 0 11288472 10854861 0 10854861 0 10854861 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. 0 0 0 0 0 0 0 0 0 DANIEL MEYER CEO 152463 0 0 0 0 0 8547 0 0 0 161010 0 0 0 A WISCONSIN HEALTH AND EDUCATIONAL FACILITIES AUTHORITY 391337855 2020-07-16 18250000 CONSTRUCTION AND REMODELING PROJECT FUNDING, REFUNDING 2013 BONDS 0 0 0 A 1666207 8198405 437500 5710 7755195 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 EXECUTIVE DIRECTOR, INCLUDING A CONFIRMATION OF THE ACCURACY OF EVERY ANSWER AND OVERSIGHT OF APPROPRIATE CHANGES. UPON COMPLETION OF THE EXECUTIVE DIRECTOR'S REVIEW, THE FORMS ARE REVIEWED AND APPROVED AT A BOARD MEETING 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. THIS PROCESS IS PERFORMED ANNUALLY BY THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: ROUNDING 6.