2017-10-09T08:01:24-05:00 2016-12-31 410746749 CLIFTONLARSONALLEN LLP 220 SOUTH SIXTH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2016-01-01 390832605 MORROW MEMORIAL HOME FOR THE AGED INC MORR 6082693168 331 SOUTH WATER STREET SPARTA WI 54656 DANIEL MEYER EXECUTIVE DIRECTOR 6082693168 2017-09-27 1 EMILY SCHEEVEL P01814921 6123764500 67.137.57.251 2017-09-27 11:22:15 CD P B6B6F2B8D30A14866FB848EA848D3547AA51FF29 BC68E8DB9A5A2F174A0AA2A85112539E25F17C69 2016 2021-01-29 14:40:06Z DANIEL MEYER 331 SOUTH WATER STREET SPARTA WI 54656 11209431 0 X WWW.MORROWHOME.ORG X 1917 WI MORROW MEMORIAL HOME FOR THE AGED IS A 501(C)(3) NONPROFIT CORPORATION AFFILIATED WITH THE WISCONSIN CONFERENCE OF THE UNITED METHODIST CHURCH. THE ORGANIZATION OWNS AND OPERATES A 99 BED NURSING FACILITY, 40 ASSISTED LIVING UNITS, 30 INDEPENDENT AND HOUSING WITH SERVICES UNITS, AND A 28 UNIT COMMUNITY BASED RESIDENTIAL FACILITY. 25 25 329 250 0 0 85452 108958 10625794 10922956 44523 56901 118406 120616 10874175 11209431 0 0 0 0 7111246 7497839 0 0 0 3600143 3630859 10711389 11128698 162786 80733 14589136 14425019 8895489 8630570 5693647 5794449 X MORROW MEMORIAL HOME FOR THE AGED IS A 501(C)(3) NONPROFIT CORPORATION AFFILIATED WITH THE WISCONSIN CONFERENCE OF THE UNITED METHODIST CHURCH. THE ORGANIZATION OWNS AND OPERATES A 99 BED NURSING FACILITY, 40 ASSISTED LIVING UNITS, 30 INDEPENDENT AND HOUSING WITH SERVICES UNITS, AND A 28 UNIT COMMUNITY BASED RESIDENTIAL FACILITY. 0 0 9747720 10922956 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 99 BED NURSING FACILITY, 40 ASSISTED LIVING UNITS, 30 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. 9747720 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 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 13 0 329 1 0 0 0 0 0 0 0 0 0 0 X 25 25 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 1 0 0 X DANIEL MEYER 6082693168 331 SOUTH WATER STREET SPARTA WI 54656 MIKE KELLY PERSONNEL COMMITTEE 1.00 X 0 0 0 REV REY DIAZ CHAPLAIN 2.00 X 0 0 0 KEN ROSE PRESIDENT/FINANCE COMMITTE 3.00 X X 0 0 0 NICK GREENWELL FINANCE COMMITTEE 3.00 X 0 0 0 LORENE EDWARDS RESIDENT SERVICES COMMITTE 1.00 X 0 0 0 MARY BRADLEY RESIDENT SERVICES CHAIR 2.00 X 0 0 0 DEB BUSWELL PERSONNEL COMMITTEE 1.00 X 0 0 0 DARRELL ZIETLOW PRESIDENT 4.00 X X 0 0 0 PETE FOSS DEVELOPMENT COMMITTEE 1.00 X 0 0 0 TOM HEMSTOCK JR PROPERTY COMMITTEE 1.00 X 0 0 0 JOYCE SCHREIER PERSONNEL COMMITTEE CHAIR 1.00 X 0 0 0 TODD PAGE FINANCE COMMITTEE 1.00 X 0 0 0 LOUIS GEIGER PROPERTY COMMITTEE 1.00 X 0 0 0 PATTY HEROLD FINANCE CHAIR/TREASURER 1.00 X X 0 0 0 DAVE KEMP DEVELOPMENT COMMITTEE 1.00 X 0 0 0 NANCY WHITAKER RESIDENT SERVICES COMMITTEE 1.00 X 0 0 0 TOM SCHAUER DEVELOPMENT CHAIR 1.00 X 0 0 0 JOHN BUDIN FINANCE COMMITTEE 1.00 X 0 0 0 MIKE MCALPINE SECRETARY/PERSONEL COMMITT 1.00 X X 0 0 0 RICK SMITH PROPERTY COMMITTEE 1.00 X 0 0 0 JIM DEVOE PROPERTY COMMITTEE 1.00 X 0 0 0 RANDY ABBOTT DEVELOPMENT COMMITTEE 1.00 X 0 0 0 DICK GAJEWSKY PROPERTY COMMITTEE 1.00 X 0 0 0 CHERYL ISENSEE PERSONNEL COMMITTEE 1.00 X 0 0 0 ED JOHNSON VICE PRESIDENT/DEVELOPMENT COMMITTEE 2.00 X X 0 0 0 MARJORIE LAKOWSKE PERSONNEL COMMITTEE 1.00 X 0 0 0 KURT MARSHAUS DEVELOPMENT COMMITTEE 1.00 X 0 0 0 MAXINE GUDBAUR RESIDENT SERVICES COMMITTE 1.00 X 0 0 0 GERALDINE SIMPSON RESIDENT SERVICES COMMITTE 1.00 X 0 0 0 MICHAEL BONELLO EXECUTIVE DIRECTOR 40.00 X 104259 0 16696 104259 0 16696 1 0 0 0 REHABCARE GROUP PO BOX 503534 ST LOUIS MO 53150 THERAPY SERVICES 973763 1 108958 108958 RESIDENT REVENUE 623000 7706804 7706804 ADVANCED MEMORY CARE 623000 1274338 1274338 APARTMENT REVENUE 623000 1137873 1137873 ASSISTED LIVING 623000 569996 569996 CHILD DAY CARE REVENUE 624410 233945 233945 10922956 56901 56901 OTHER REVENUE 900099 120616 120616 120616 11209431 10922956 0 177517 120955 120955 6569085 5907037 662048 95351 72986 22365 299059 246361 52698 413389 305908 107481 10444 10444 26606 26606 127887 32128 95759 302354 302354 5846 4131 1715 197263 197263 742670 742670 660810 574733 86077 FOOD COSTS 886276 886276 SUPPLIES 417084 417084 PURCHASED SERVICES 246059 246059 BED SURCHARGE 154758 154758 -147198 -342028 194830 11128698 9747720 1380978 0 1284361 1458482 929590 836896 53 3853 20603112 10518754 10637820 10084358 1471558 1914761 265754 126669 14589136 14425019 646707 743637 8097970 7739457 150812 147476 8895489 8630570 X 5693647 5794449 5693647 5794449 14589136 14425019 80733 20069 0 X X 0 1 X 1 0 X 195836 147230 93558 85452 108958 631034 9130175 9417268 10097517 10625794 10922956 50193710 9326011 9564498 10191075 10711246 11031914 50824744 0 0 0 50824744 72651 40602 51549 43323 56901 265026 72651 40602 51549 43323 56901 265026 290777 -7141 319562 118406 120615 842219 9689439 9597959 10562186 10872975 11209430 51931989 0.97870 0.97500 0.00510 0.00460 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 612747 612747 16827516 8435077 8392439 2332769 1637782 694987 830080 445895 384185 10084358 UNITED METHODIST FOUNDATION COMMON 1913690 F CO-OP OIL STOCK CERTIFICATE 1071 C 1914761 ASSET RETIREMENT OBLIGATION 74816 SECURITY DEPOSITS 59225 RESIDENT TRUST FUNDS 13435 147476 X 11229500 20069 20069 11209431 0 11209431 11128698 0 11128698 0 11128698 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 1446542 9139000 117714 588636 8432650 2013 1 0 1 1 A 0 0 0 0 0 0 0 A 0 0 0 0 1 0 0 0 0 A 0 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.