2020-11-17T08:27:35-06:00 2019-12-31 410746749 CLIFTONLARSONALLEN LLP 8215 GREENWAY BOULEVARD SUITE 600 MIDDLETON WI 53562 990 2019-01-01 390832605 MORROW MEMORIAL HOME FOR THE AGED INC MORR 6082693168 331 SOUTH WATER STREET SPARTA WI 54656 DANIEL MEYER CEO 6082693168 2020-11-16 1 KIMBERLY ANDERSON P00188889 6086628600 2020-11-16 2019 2022-09-23 18:48:47Z DANIEL MEYER 331 SOUTH WATER STREET SPARTA WI 54656 11062605 0 X WWW.MORROWHOME.ORG X 1917 WI THE ORGANIZATION OWNS AND OPERATES A NURSING FACILITY, ASSISTED LIVING UNITS, INDEPENDENT HOUSING WITH SERVICES UNITS, AND A COMMUNITY BASED RESIDENTIAL FACILITY. 7 7 323 150 0 0 117664 114558 10150787 10725203 130584 65619 390091 148191 10789126 11053571 0 0 0 0 7687316 7358498 0 0 0 2743193 2827260 10430509 10185758 358617 867813 13896739 14807617 7678700 7282458 6218039 7525159 THE ORGANIZATION OWNS AND OPERATES A 94 BED NURSING FACILITY, 48 ASSISTED LIVING UNITS, 22 INDEPENDENT AND HOUSING WITH SERVICES UNITS, AND A 28 UNIT COMMUNITY BASED RESIDENTIAL FACILITY. 0 0 8942134 0 10725203 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 A 94 BED NURSING FACILITY, 48 ASSISTED LIVING UNITS, 22 INDEPENDENT AND HOUSING WITH SERVICES UNITS, AND A 28 UNIT COMMUNITY BASED RESIDENTIAL FACILITY. PROVIDES CHILD CARE SERVICES TO 31 YOUTH AGES 6 WEEKS TO 10 YEARS AND A MEALS ON WHEELS PROGRAM TO 55 HOME-BOUND SENIORS ON WEEKDAYS. 8942134 1 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 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 0 0 0 0 0 0 1 12 0 1 323 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 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 DANIEL MEYER CEO 40.00 X 127839 0 13066 JENNIFER BRIESKE EMPLOYEE 1.00 X 103878 0 0 PETE FOSS PRESIDENT 2.00 X X 0 0 0 MIKE MCALPINE VICE PRESIDENT 1.00 X X 0 0 0 LORETTA WAUGHTAL CHAPLAIN 2.00 X 0 0 0 PATTY HEROLD SECRETARY/TREASURER 1.00 X X 0 0 0 TONI POLKOSKI RESIDENT SERVICES CHAIR 2.00 X 0 0 0 KATHY ROWAN FINANCE COMMITTEE 1.00 X X 0 0 0 GARY EDWARDS FINANCE COMMITTEE 3.00 X 0 0 0 TODD PAGE FINANCE COMMITTEE 1.00 X 0 0 0 JOHN BUDIN FINANCE COMMITTEE 1.00 X 0 0 0 LORENE EDWARDS RESIDENT SERVICES COMMITTE 1.00 X 0 0 0 MAXINE GUDBAUR RESIDENT SERVICES COMMITTE 1.00 X 0 0 0 PAM PHILLIPS RESIDENT COMMITTEE 1.00 X 0 0 0 PARISCILLA HEMMERSBACH PERSONNEL COMMITTEE CHAIR 1.00 X 0 0 0 CHERYL ISENSEE PERSONNEL COMMITTEE 1.00 X 0 0 0 MARJORIE LAKOWSKE PERSONNEL COMMITTEE 1.00 X 0 0 0 MIKE KELLY PERSONNEL COMMITTEE 1.00 X 0 0 0 LOUIS GEIGER PROPERTY COMMITTEE 1.00 X 0 0 0 RICK SMITH 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 KURT MARSHAUS DEVELOPMENT COMMITTEE/MEMB 1.00 X 0 0 0 DEB SMITH DEVELOPMENT COMMITTEE 1.00 X 0 0 0 DAVE KEMP DEVELOPMENT 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 231717 0 13066 2 0 0 0 REHABCARE GROUP PO BOX 503534 ST LOUIS MO 53150 THERAPY SERVICES 687838 1 114558 114558 RESIDENT REVENUE 623000 7377878 7377878 ADVANCED MEMORY CARE 623000 1441270 1441270 APARTMENT REVENUE 623000 1257038 1257038 ASSISTED LIVING 623000 649017 649017 10725203 73653 73653 1000 9034 -8034 -8034 -8034 OTHER REVENUE 900099 148191 148191 148191 11053571 10725203 0 213810 231717 231717 5879109 5401705 477404 174976 151354 23622 692319 598856 93463 380377 329026 51351 4098 4098 28948 28948 40485 6289 34196 264793 264793 15248 6984 8264 259226 259226 735269 735269 97014 14704 82310 FOOD COSTS 776494 776494 SUPPLIES 399755 340125 59630 PURCHASED SERVICES 213307 140471 72836 BED SURCHARGE 183499 183499 -190876 -266661 75785 10185758 8942134 1243624 0 1227124 1532648 840081 810461 206 8396 21331597 12491493 9052106 8840104 2765299 3605068 11923 10940 13896739 14807617 724928 789634 6805808 6346343 147964 146481 7678700 7282458 X 6218039 7525159 6218039 7525159 13896739 14807617 867813 439307 0 X X 0 1 X 1 0 X 85452 108958 101002 117664 114558 527634 10625794 10922956 10095797 10354173 10725203 52723923 10711246 11031914 10196799 10471837 10839761 53251557 0 0 0 53251557 43323 56901 65927 57087 73653 296891 43323 56901 65927 57087 73653 296891 118406 120615 188679 186705 148191 762596 10872975 11209430 10451405 10715629 11061605 54311044 0.98050 0.97750 0.00550 0.00510 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 612747 612747 16863917 9951307 6912610 2697379 1968534 728845 1157554 571652 585902 8840104 UNITED METHODIST FOUNDATION COMMON 3348820 F CO-OP OIL STOCK CERTIFICATE 256248 C 3605068 SECURITY DEPOSITS 60725 RESIDENT TRUST FUNDS 10940 ASSET RETIREMENT OBLIGATION 74816 146481 X 11492878 439307 439307 11053571 0 11053571 10185758 0 10185758 0 10185758 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 HAS ADOPTED 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. A HOUSING AUTHORITY OF THE CITY OF SPARTA WI 396005610 2013-05-10 9139000 REFUND VARIOUS DEBT ISSUES 0 0 0 A 2725600 9139000 117714 588636 8432650 2013 1 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 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 ADMINISTRATOR'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 ADMINISTRATOR 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 XII, LINE 2C: THE BOARD OF DIRECTORS ASSUMES THE RESPONSIBILITY FOR THE OVERSIGHT OF THE INDEPENDENT AUDIT OF THE ORGANIZATION'S FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.