TRINITY TERRACE INC: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
TRINITY TERRACE INC (EIN 39-1667734)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-08-14
IRS object ID
201822269349301502
Schema version
2017v2.3
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2018-08-14T11:18:53-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN410746749PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLIFTONLARSONALLEN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line18215 GREENWAY BOULEVARD SUITE 600AddressLine1Txt
CityMIDDLETONCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53562ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN391667734EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TRINITY TERRACE INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlTRINBusinessNameControlTxt
Phone2626391100PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11045 HILL STREETAddressLine1Txt
CityWATERTOWNCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53098ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMATTHEW MAUTHEPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2626391100PhoneNum
Signature2018-08-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKIMBERLY ANDERSON CPAPreparerPersonNm
PTINP00188889PTIN
Phone6086628600PhoneNum
Preparation2018-08-09PreparationDt
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMATT MAUTHEPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11045 HILL STREETAddressLine1Txt
CityWATERTOWNCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53098ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$354,704GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1990FormationYr
Legal Domicile StateWILegalDomicileStateCd
Activity Or MissionTRINITY TERRACE IS AN INDEPENDENT LIVING, LOW INCOME HOUSING FACILITY WITH 39 UNITS. IT HAS ONE BEDROOM AND STUDIO APARTMENTS FOR INDEPENDENT SENIORS. THE BUILDING ALSO HAS A SECURED LOCKED ENTRY, BEAUTY/BARBER SHOP, COMPUTER CENTER WITH FREE INTERNET ACCESS, AND PARKING.ActivityOrMissionDesc
Voting Members Governing Body3VotingMembersGoverningBodyCnt
Voting Members Independent3VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers3TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$298,162PYProgramServiceRevenueAmt
CY Program Service Revenue$319,109CYProgramServiceRevenueAmt
PY Investment Income$0PYInvestmentIncomeAmt
CY Investment Income$772CYInvestmentIncomeAmt
PY Other Revenue$3,373PYOtherRevenueAmt
CY Other Revenue$34,823CYOtherRevenueAmt
PY Total Revenue$301,535PYTotalRevenueAmt
CY Total Revenue$354,704CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$26,075PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$34,563CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$350,147PYOtherExpensesAmt
CY Other Expenses$335,234CYOtherExpensesAmt
PY Total Expenses$376,222PYTotalExpensesAmt
CY Total Expenses$369,797CYTotalExpensesAmt
PY Revenues Less Expenses-$74,687PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$15,093CYRevenuesLessExpensesAmt
Total Assets BOY$1,104,016TotalAssetsBOYAmt
Total Assets EOY$1,051,401TotalAssetsEOYAmt
Total Liabilities BOY$2,066,201TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,028,679TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY-$962,185NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY-$977,278NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTRINITY TERRACE IS AN INDEPENDENT LIVING, LOW INCOME HOUSING FACILITY WITH 39 UNITS. IT HAS ONE BEDROOM AND STUDIO APARTMENTS FOR INDEPENDENT SENIORS. THE BUILDING ALSO HAS A SECURED LOCKED ENTRY, BEAUTY/BARBER SHOP, COMPUTER CENTER WITH FREE INTERNET ACCESS, AND PARKING.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$280,268ExpenseAmt
Revenue$330,388RevenueAmt
DescLOW INCOME HOUSING THROUGH HUD FOR INDEPENDENT SENIORS.Desc
Total Program Service Expenses$280,268TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members3GoverningBodyVotingMembersCnt
Independent Voting Member3IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (1)DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MARQUARDT MANAGEMENT SERVICES INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9202612221PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13950 N MAIN STREETAddressLine1Txt
CityRACINECityNm
State AbbreviationWIStateAbbreviationCd
ZIP53402ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (3 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
MATTHEW MAUTHE
PRESIDENT1.003.00Yes (X)Yes (X)$0$0$0
JEFF HOFFMAN
VICE PRESIDENT1.003.00Yes (X)Yes (X)$0$0$0
ROBERT MEIDENBAUER
SECRETARY/TREASURER1.003.00Yes (X)Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescRENTDesc
Business531110BusinessCd
Total Revenue Column$319,109TotalRevenueColumnAmt
Related Or Exempt Func Income$319,109RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$319,109TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$772TotalRevenueColumnAmt
Exclusion$772ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
LIABILITY SETTLEMENT900000$23,544$23,544
MISCELLANEOUS REVENEU900099$7,807$7,807
AIR CONDITIONING FEES531110$1,740$1,740

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,732TotalRevenueColumnAmt
Related Or Exempt Func Income$1,732RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$34,823OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$354,704TotalRevenueColumnAmt
Related Or Exempt Func Income$330,388RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$24,316ExclusionAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$32,595TotalAmt
Program Services$10,346ProgramServicesAmt
Management And General$22,249ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$1,224TotalAmt
Program Services$1,224ProgramServicesAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$744TotalAmt
Program Services$744ProgramServicesAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$9,409TotalAmt
Management And General$9,409ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$11,212TotalAmt
Management And General$11,212ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$1,000TotalAmt
Management And General$1,000ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$20,454TotalAmt
Management And General$20,454ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$90,484TotalAmt
Program Services$90,484ProgramServicesAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$82,780TotalAmt
Program Services$82,780ProgramServicesAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$20,878TotalAmt
Management And General$20,878ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$77,108TotalAmt
Program Services$77,108ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$17,582TotalAmt
Program Services$17,582ProgramServicesAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescBAD DEBTDesc
Total$4,327TotalAmt
Management And General$4,327ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$369,797TotalAmt
Program Services$280,268ProgramServicesAmt
Management And General$89,529ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$11,834BOYAmt
EOY$23,465EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$32,377BOYAmt
EOY$33,818EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$4,691BOYAmt
EOY$1,844EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$10,047BOYAmt
EOY$7,771EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$2,108,196LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,339,919LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$831,644BOYAmt
EOY$768,277EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$213,423BOYAmt
EOY$216,226EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,104,016BOYAmt
EOY$1,051,401EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$33,038BOYAmt
EOY$24,427EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$2,013,171BOYAmt
EOY$1,982,485EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$19,992BOYAmt
EOY$21,767EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,066,201BOYAmt
EOY$2,028,679EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY-$962,185BOYAmt
EOY-$977,278EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY-$962,185BOYAmt
EOY-$977,278EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,104,016BOYAmt
EOY$1,051,401EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$15,093ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$191,326CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$202CurrentTaxYearMinus3YearsAmt
Total$191,528TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$146,541CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$330,597CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$325,199CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$298,162CurrentTaxYearMinus1YearAmt
Current Tax Year$319,109CurrentTaxYearAmt
Total$1,419,608TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$337,867CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$330,799CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$325,199CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$298,162CurrentTaxYearMinus1YearAmt
Current Tax Year$319,109CurrentTaxYearAmt
Total$1,611,136TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$144,613CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$145,199CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$138,162CurrentTaxYearMinus1YearAmt
Current Tax Year$149,109CurrentTaxYearAmt
Total$577,083TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$144,613CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$145,199CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$138,162CurrentTaxYearMinus1YearAmt
Current Tax Year$149,109CurrentTaxYearAmt
Total$577,083TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$1,034,053PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$181CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$517CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$494CurrentTaxYearMinus2YearsAmt
Current Tax Year$772CurrentTaxYearAmt
Total$1,964TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$181CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$517CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$494CurrentTaxYearMinus2YearsAmt
Current Tax Year$772CurrentTaxYearAmt
Total$1,964TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,808CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,325CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$73,210CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,373CurrentTaxYearMinus1YearAmt
Current Tax Year$34,823CurrentTaxYearAmt
Total$119,539TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$342,856CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$334,641CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$398,903CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$301,535CurrentTaxYearMinus1YearAmt
Current Tax Year$354,704CurrentTaxYearAmt
Total$1,732,639TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.59680PublicSupportCY509Pct
Public Support PY5090.69460PublicSupportPY509Pct
Investment Income CY0.00110InvestmentIncomeCYPct
Investment Income PY0.00070InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule D IRS990ScheduleD

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$21,600OtherCostOrOtherBasisAmt
Book Value$21,600BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,520,450OtherCostOrOtherBasisAmt
Depreciation$969,243DepreciationAmt
Book Value$551,207BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$435,716OtherCostOrOtherBasisAmt
Depreciation$258,598DepreciationAmt
Book Value$177,118BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$126,052OtherCostOrOtherBasisAmt
Depreciation$112,078DepreciationAmt
Book Value$13,974BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$4,378OtherCostOrOtherBasisAmt
Book Value$4,378BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$768,277TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp

FieldValueIRS element (for citing)
DescRESERVE FOR REPLACEMENTDesc
Book Value$216,226BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Other Assets$216,226TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
SECURITY DEPOSITS$9,252
DUE TO RELATED PARTY$12,515
FieldValueIRS element (for citing)
Total Liability$21,767TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$354,704TotalRevEtcAuditedFinclStmtAmt
Revenue Not Reported$0RevenueNotReportedAmt
Revenue Subtotal$354,704RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$354,704TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$369,797TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$369,797ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$369,797TotalExpensesPerForm990Amt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 3MARQUARDT MANAGEMENT SERVICES, INC.
FORM 990, PART VI, SECTION A, LINE 6ONE CLASS OF MEMBERS
FORM 990, PART VI, SECTION A, LINE 7ATHE BOARD OF DIRECTORS ELECT OTHER MEMBERS TO THE BOARD
FORM 990, PART VI, SECTION B, LINE 11BA COPY OF THE 990 IS GIVEN TO EACH BOARD MEMBER TO REVIEW AND COMMENT ON BEFORE IT IS FILED WITH THE IRS.
FORM 990, PART VI, SECTION B, LINE 12CANNUALLY 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 B, LINE 15BOARD AND CEO REVIEW COMPARABILTIY DATA AND APPROVE COMPENSATION ANNUALLY.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION HAS THIS INFORMATION AVAILABLE UPON REQUEST
FORM 990, PART XII, LINE 2C:THE ORGANIZATION'S PROCESSES HAVE NOT CHANGED FROM PRIOR YEARS.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
ATRIUM OF RACINE INC
1045 HILL STREETWATERTOWNWI53098391615970ASSISTED LIVINGWI501(C)(3)LINE 10N/A0
LINCOLN COMMUNITY CARE CORPORATION INC
1045 HILL STREETWATERTOWNWI53098391674718NURSING CAREWI501(C)(3)LINE 10N/A0
LINCOLN VILLAS NORTH INC
1045 HILL STREETWATERTOWNWI53098391363010LOW INCOME HOUSINGWI501(C)(3)LINE 10N/A0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

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