BETA

MORAVIAN HOMES INC: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
MORAVIAN HOMES INC (EIN 39-1324889)
Tax period
2014-07-01 to 2015-06-30
Filed
2016-02-02
IRS object ID
201630339349301358
Schema version
2014v6.0
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)
Return2016-02-02T15:03:33-06:00ReturnTs
Tax Period End2015-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN390758449PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WIPFLI LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line110000 INNOVATION DRIVE SUITE 250AddressLine1Txt
CityMILWAUKEECityNm
State AbbreviationWIStateAbbreviationCd
ZIP53226ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2014-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN391324889EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MORAVIAN HOMES INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMORABusinessNameControlTxt
Phone9202610400PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11020 HILL STREETAddressLine1Txt
CityWATERTOWNCityNm
State AbbreviationWIStateAbbreviationCd
ZIP530983099ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJULIE MARKSPersonNm
Person TitleCFOPersonTitleTxt
Phone9202610400PhoneNum
Signature2016-02-02SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDAVE GLOBIG CPAPreparerPersonNm
PTINP01356041PTIN
Phone4144319300PhoneNum
Preparation2016-02-01PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-04-25 22:37:26ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMATT MAUTHEPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11020 HILL STREETAddressLine1Txt
CityWATERTOWNCityNm
State AbbreviationWIStateAbbreviationCd
ZIP530983099ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,218,738GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.MARQUARDTVILLAGE.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1978FormationYr
Legal Domicile StateWILegalDomicileStateCd
Activity Or MissionTHE ORGANIZATION'S PRIMARY EXEMPT PURPOSE IS TO PROVIDE HOUSING TO THE ELDERLY.ActivityOrMissionDesc
Voting Members Governing Body9VotingMembersGoverningBodyCnt
Voting Members Independent9VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers11TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$2,466CYContributionsGrantsAmt
PY Program Service Revenue$617,253PYProgramServiceRevenueAmt
CY Program Service Revenue$1,216,272CYProgramServiceRevenueAmt
PY Investment Income$2,785PYInvestmentIncomeAmt
CY Investment Income-$42,993CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$620,038PYTotalRevenueAmt
CY Total Revenue$1,175,745CYTotalRevenueAmt
PY Grants And Similar Paid$1,000PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$5,000CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$777,291PYOtherExpensesAmt
CY Other Expenses$1,624,435CYOtherExpensesAmt
PY Total Expenses$778,291PYTotalExpensesAmt
CY Total Expenses$1,629,435CYTotalExpensesAmt
PY Revenues Less Expenses-$158,253PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$453,690CYRevenuesLessExpensesAmt
Total Assets BOY$3,080,189TotalAssetsBOYAmt
Total Assets EOY$9,324,428TotalAssetsEOYAmt
Total Liabilities BOY$4,910,495TotalLiabilitiesBOYAmt
Total Liabilities EOY$13,699,099TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY-$1,830,306NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY-$4,374,671NetAssetsOrFundBalancesEOYAmt
MissionGROUNDED IN FAITH, WE PROMOTE THE HEALTH AND WELL-BEING OF EACH INDIVIDUAL WE SERVE.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,446,620ExpenseAmt
Grant$5,000GrantAmt
Revenue$1,216,272RevenueAmt
DescMORAVIAN HOMES, INC. IS AN INDEPENDENT LIVING COMPLEX COMPRISED OF 78 DUPLEX UNITS. IN FISCAL 2015 PARK CENTRE NORTH - A 50-UNIT INDEPENDENT LIVING FACILITY AND PARK CENTRE SOUTH - A 52-UNIT INDEPENDENT LIVING FACILITY OPERATIONS WERE TRANSFERRED FROM HUS APARTMENTS, INC. TO MORAVIAN HOMES, INC. IN FISCAL YEAR 2015 IT BENEFITED 205 INDIVIDUALS.Desc
Total Program Service Expenses$1,446,620TotalProgramServiceExpensesAmt
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 Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
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 RequiredYes (1)ScheduleJRequiredInd
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
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members9GoverningBodyVotingMembersCnt
Independent Voting Member9IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
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 CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonJULIE MARKSPersonNm
Phone9202610400PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11020 HILL STREETAddressLine1Txt
CityWATERTOWNCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53098ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
MITZI CASS
BOARD MEMBER0.503.00Yes (X)$0$0$0
JOHN EBERT
BOARD MEMBER TERM ENDED 8/140.503.00Yes (X)$0$0$0
JEFF HACKEL
BOARD MEMBER0.503.00Yes (X)$0$0$0
REV JAMES HICKS
BOARD MEMBER0.503.00Yes (X)$0$0$0
DR JEFF HORKAN
BOARD MEMBER0.503.00Yes (X)$0$0$0
TOM KASTEN
BOARD MEMBER0.503.00Yes (X)$0$0$0
WILLIAM KIESSLING JR
PRESIDENT0.503.00Yes (X)$0$0$0Yes (X)
KAY WIPPERFURTH
VICE PRESIDENT0.503.00Yes (X)$0$0$0Yes (X)
THOMAS WENDT
SECRETARY/TREASURER TERM ENDED 8/140.503.00Yes (X)$0$0$0Yes (X)
NELSON FISCHER
SECRETARY/TREASURER0.503.00Yes (X)$0$0$0Yes (X)
WILLIAM OSWALD
ASST SECRETARY/TREASURER0.503.00Yes (X)$0$0$0Yes (X)
MATTHEW MAUTHE
CEO5.0035.00$0$225,723$32,557Yes (X)
JULIE MARKS
CFO5.0035.00$0$112,063$26,501Yes (X)
MICHAEL LIBBY
COO5.0035.00$0$124,547$25,773Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$462,333TotReportableCompRltdOrgAmt
Total Other Compensation$84,831TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (2 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
MAAS BROTHERS CONSTRUCTION COINC
410 WATER TOWER CTWATERTOWNWI53094CONSTRUCTION$487,874
DALEY PAINTING
408 THERESA STREETWATERTOWNWI53094PAINTING$131,985
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K2CntrctRcvdGreaterThan100KCnt
All Other Contributions$2,466AllOtherContributionsAmt
Total Contributions$2,466TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
RENTAL INCOME623990$966,089$966,089
ENTRANCE FEES623990$200,931$200,931
ALLOCATED FEES623990$49,252$49,252
FieldValueIRS element (for citing)
Total Program Service Revenue$1,216,272TotalProgramServiceRevenueAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Other$42,993OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Other-$42,993OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$42,993TotalRevenueColumnAmt
Exclusion-$42,993ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,175,745TotalRevenueColumnAmt
Related Or Exempt Func Income$1,216,272RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion-$42,993ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$5,000TotalAmt
Program Services$5,000ProgramServicesAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$210,055TotalAmt
Program Services$72,845ProgramServicesAmt
Management And General$137,210ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$6,124TotalAmt
Management And General$6,124ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$92,040TotalAmt
Program Services$92,040ProgramServicesAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$218,557TotalAmt
Program Services$218,557ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$264,174TotalAmt
Program Services$254,035ProgramServicesAmt
Management And General$10,139ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$180,269TotalAmt
Program Services$151,699ProgramServicesAmt
Management And General$28,570ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$772TotalAmt
Management And General$772ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$1,921TotalAmt
Program Services$1,921ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$505,293TotalAmt
Program Services$505,293ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$15,399TotalAmt
Program Services$15,399ProgramServicesAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmt
PILOT EXPENSE$100,398$100,398
ACTIVITY CENTER$28,165$28,165

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$1,268TotalAmt
Program Services$1,268ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,629,435TotalAmt
Program Services$1,446,620ProgramServicesAmt
Management And General$182,815ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
EOY$689EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$19,396,022LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$10,072,283LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$3,003,808BOYAmt
EOY$9,323,739EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$76,381BOYAmt
EOY$0EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$3,080,189BOYAmt
EOY$9,324,428EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$37,020BOYAmt
EOY$253,030EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$387,475BOYAmt
EOY$705,395EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$4,486,000BOYAmt
EOY$12,740,674EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$4,910,495BOYAmt
EOY$13,699,099EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY-$1,830,306BOYAmt
EOY-$4,374,671EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY-$1,830,306BOYAmt
EOY-$4,374,671EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,080,189BOYAmt
EOY$9,324,428EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$453,690ReconcilationRevenueExpnssAmt
Other Changes In Net Assets-$2,090,675OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

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

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year$2,466CurrentTaxYearAmt
Total$2,466TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$548,231CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$518,539CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$536,319CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$617,253CurrentTaxYearMinus1YearAmt
Current Tax Year$1,216,272CurrentTaxYearAmt
Total$3,436,614TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$548,231CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$518,539CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$536,319CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$617,253CurrentTaxYearMinus1YearAmt
Current Tax Year$1,218,738CurrentTaxYearAmt
Total$3,439,080TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$3,439,080PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$11,397CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$11,665CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$18,608CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,785CurrentTaxYearMinus1YearAmt
Total$44,455TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$11,397CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$11,665CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$18,608CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,785CurrentTaxYearMinus1YearAmt
Total$44,455TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$559,628CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$530,204CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$554,927CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$620,038CurrentTaxYearMinus1YearAmt
Current Tax Year$1,218,738CurrentTaxYearAmt
Total$3,483,535TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.98720PublicSupportCY509Pct
Public Support PY5090.97780PublicSupportPY509Pct
Investment Income CY0.01280InvestmentIncomeCYPct
Investment Income PY0.02220InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule D IRS990ScheduleD

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$158,959OtherCostOrOtherBasisAmt
Book Value$158,959BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$16,157,694OtherCostOrOtherBasisAmt
Depreciation$7,604,777DepreciationAmt
Book Value$8,552,917BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,632,439OtherCostOrOtherBasisAmt
Depreciation$1,454,159DepreciationAmt
Book Value$178,280BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,425,242OtherCostOrOtherBasisAmt
Depreciation$991,633DepreciationAmt
Book Value$433,609BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$21,688OtherCostOrOtherBasisAmt
Depreciation$21,714DepreciationAmt
Book Value-$26BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$9,323,739TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
REFUNDABLE ENTRANCE FEES$8,795,352
DUE TO RELATED PARTY$3,945,322
FieldValueIRS element (for citing)
Total Liability$12,740,674TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$1,175,745TotalRevEtcAuditedFinclStmtAmt
Revenue Not Reported$0RevenueNotReportedAmt
Revenue Subtotal$1,175,745RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$1,175,745TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,629,435TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$1,629,435ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,629,435TotalExpensesPerForm990Amt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
MATTHEW MAUTHE
CEO$0$225,561$0$0$0$162$0$3,481$0$29,076$0$258,280$0$0
MICHAEL LIBBY
COO$0$124,455$0$0$0$92$0$2,009$0$23,764$0$150,320$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 6THE CORPORATION SHALL HAVE A SINGLE CLASS OF VOTING MEMBERS, AND THE SOLE MEMBER OF THAT CLASS SHALL BE MARQUARDT VILLAGE, INC.
FORM 990, PART VI, SECTION A, LINE 7ATHE MEMBER SHALL APPOINT UP TO EIGHT (8) DIRECTORS. THE APPOINTED DIRECTORS SHALL BE INCLUDED IN THE TOTAL NUMBER OF AUTHORIZED DIRECTORS, SHALL BE ENTITLED TO VOTE, AND SHALL BE COUNTED FOR PURPOSES OF DETERMINING WHETHER A QUORUM IS PRESENT.
FORM 990, PART VI, SECTION A, LINE 7BTHE FOLLOWING ACTIONS MAY BE TAKEN ONLY BY THE MEMBER: AMENDMENT OF THE ARTICLES OF INCORPORATION; AMENDMENT OF THE BYLAWS; MERGER, CONSOLIDATION, OR DISSOLUTION; THE CREATION OF OF ANY SUBSIDIARIES OR AFFILIATES.
FORM 990, PART VI, SECTION B, LINE 11A COPY OF THE 990 IS GIVEN TO EACH BOARD MEMBER TO REVIEW AND COMMENT ON BEFORE IT IS FILED WITH THE INTERNAL REVENUE SERVICE. THE CEO AND THE CFO ALSO REVIEW AND APPROVE THE 990 RETURNS BEFORE THEY ARE FILED.
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 C, LINE 19THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
FORM 990, PART XI, LINE 9:TRANSFER OF NET ASSETS FROM HUS -2,090,675.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationIndDirect Controlling NADirectControllingNACd
ZINZENDORF HALL INC
1020 HILL STREETWATERTOWNWI53098391647409ASSISTED LIVINGWI501(C)(3)LINE 9MARQUARDT VILLAGE INC0
HUS APARTMENTS INC
1020 HILL STREETWATERTOWNWI53098391756037SENIOR HOUSINGWI501(C)(3)LINE 9MARQUARDT VILLAGE INC0
MARQUARDT MEMORIAL MANOR INC
1020 HILL STREETWATERTOWNWI53098391126946SKILLED NURSING FACILITYWI501(C)(3)LINE 9MARQUARDT VILLAGE INC0
MUELLER APARTMENTS INC
1020 HILL STREETWATERTOWNWI53098391294266LOW INCOME HOUSINGWI501(C)(3)LINE 9MARQUARDT VILLAGE INC0
MARQUARDT FOUNDATION INC
1020 HILL STREETWATERTOWNWI53098391563808SUPPORT MARQUARDT VILLAGE, INC. & AFFILIATESWI501(C)(3)LINE 7MARQUARDT VILLAGE INC0
MARQUARDT VILLAGE INC
1020 HILL STREETWATERTOWNWI53098391704732MANAGEMENT SERVICESWI501(C)(3)LINE 90N/A
MARQUARDT HOME AND COMMUNITY BASED SERVICES INC
1020 HILL STREETWATERTOWNWI53098391940920HOME HEALTH, HOSPICE AND EMERGENCY RESPONSE SERVICESWI501(C)(3)LINE 9MARQUARDT VILLAGE INC0
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 OrgYes (1)LoansOrGuaranteesToOtherOrgInd
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 SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

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