2015-02-06T15:52:44-06:00 2014-06-30 WIPFLI LLP 10000 INNOVATION DRIVE SUITE 250 MILWAUKEE WI 53226 990 2013-07-01 391940920 MARQUARDT HOME AND COMMUNITY BASED SERVICES INC MARQ 9202610400 1020 HILL STREET WATERTOWN WI 53098 JULIE MARKS CFO 9202610400 2015-02-06 1 DAVE GLOBIG CPA P01356041 4144319300 2015-02-06 2013 2016-03-07 17:11:31Z MATTHEW MAUTHE 1020 HILL STREET WATERTOWN WI 53098 3401200 0 X WWW.MARQUARDTVILLAGE.ORG X 1998 WI TO PROVIDE HOME AND COMMUNITY BASED SERVICES TO THE ELDERLY AND HANDICAPPED. 9 9 0 70 0 0 41 0 2008246 3169245 32378 51728 0 0 2040665 3220973 0 1250 0 0 874261 0 0 0 0 689938 2807931 1564199 2809181 476466 411792 1383158 2049350 100548 351655 1282610 1697695 X GROUNDED IN FAITH, WE PROMOTE THE HEALTH AND WELL-BEING OF EACH INDIVIDUAL WE SERVE. 0 0 1379004 1250 1967131 MARQUARDT HOME HEALTH - PROVIDING SKILLED NURSING, THERAPY, AND AIDE SERVICES AT HOME. IN FISCAL YEAR 2014, THE HOME HEALTH PROGRAM BENEFITED 600 INDIVIDUALS OF WHICH 8% WERE ON MEDICAID OR WERE PROVIDED CHARITY CARE. 598351 0 1018744 MARQUARDT HOSPICE - PROVIDING COMFORT CARE AND SPECIALIZED SERVICES TO THE TERMINALLY ILL. IN FISCAL YEAR 2014, THE ORGANIZATION PROVIDED SERVICES TO 122 INDIVIDUALS. 62072 0 106220 MARQUARDT LIFELINE - PROVIDING EMERGENCY RESPONSE SERVICES. 79544 0 77150 SUPPORTIVE HOME CARE - PROVIDING HOUSEKEEPING, LAUNDRY, AND SHOPPING SERVICES. 79544 0 77150 2118971 1 0 0 0 0 0 0 0 0 0 1 0 0 1 0 1 0 1 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 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X JULIE MARKS 9202610400 1020 HILL STREET WATERTOWN WI 53098 MITZI CASS BOARD MEMBER 0.50 3.00 X 0 0 0 DR JEFF HORKAN BOARD MEMBER 0.50 3.00 X 0 0 0 REV JAMES HICKS BOARD MEMBER 0.50 3.00 X 0 0 0 JOHN EBERT BOARD MEMBER 0.50 3.00 X 0 0 0 TOM KASTEN BOARD MEMBER 0.50 3.00 X 0 0 0 NELSON FISCHER ASST SECRETARY/ASST TREASURER 0.50 3.00 X X 0 0 0 THOMAS WENDT SECRETARY/TREASURER 0.50 3.00 X X 0 0 0 KAY WIPPERFURTH VICE PRESIDENT 0.50 3.00 X X 0 0 0 WILLIAM KIESSLING JR PRESIDENT 0.50 3.00 X X 0 0 0 JULIE MARKS CFO 5.00 35.00 X 0 112388 21644 MATTHEW MAUTHE CEO 5.00 35.00 X 0 214698 28308 MICHAEL LIBBY COO 5.00 35.00 X 0 122317 24346 0 449403 74298 0 0 1 0 ALLIANCE REHAB 1520 KENSINGTON RD 105 OAKBROOK IL 60523 THERAPY SERVICES 164947 1 HOME HEALTH 621610 1967131 1967131 HOSPICE 623990 1018744 1018744 LIFELINE 624100 106220 106220 SUPPORTIVE HOME CARE 624100 77150 77150 3169245 7241 7241 224714 180227 44487 44487 44487 3220973 3169245 0 51728 X 1250 1250 1699105 1281408 417697 18750 18750 6438 6438 1932 1932 686326 675558 10768 40714 11842 28872 52608 2018 50590 28965 28965 77826 60126 17700 2751 2751 73098 1395 71703 7547 7547 3701 3701 MEDICAL SUPPLIES 85374 85374 BAD DEBT EXPENSE 22796 22796 2809181 2118971 690210 0 393808 737423 80048 37263 24917 42785 591266 0 373167 1269142 1383158 2049350 100548 351655 100548 351655 X 1282610 1697695 1282610 1697695 1383158 2049350 411792 3293 0 X X 0 1 X 1 0 X 293 41 334 97562 108663 896262 2008246 3169245 6279978 97562 108663 896555 2008287 3169245 6280312 0 31360 36208 67568 31360 36208 67568 6212744 8463 5812 15030 15203 7241 51749 8463 5812 15030 15203 7241 51749 106025 114475 911585 2023490 3176486 6332061 0.98120 0.95010 0.00820 0.01960 X 80048 37263 42785 42785 DUE FROM AFFILIATES 1269142 1269142 X 3224266 3293 3293 3220973 0 3220973 2809181 0 2809181 0 2809181 PART X, LINE 2: IN ACCORDANCE WITH FASB ASC 740, INCOME TAXES, THE CORPORATION RECOGNIZES THE BENEFITS OF A TAX POSITION ONLY AFTER DETERMINING WHETHER IT IS MORE LIKELY THAN NOT THAT THE TAXING AUTHORITY WOULD SUSTAIN THE TAX POSITION UPON EXAMINATION OF THE TECHNICAL MERITS OF THE POSITION ASSUMING THE TAXING AUTHORITY HAS FULL KNOWLEDGE OF ALL INFORMATION. THE CORPORATION HAS RECORDED NO ASSETS OR LIABILITIES RELATED TO UNCERTAIN TAX POSITIONS. TAX RETURNS FOR THE YEAR ENDED JUNE 30, 2011, AND ALL SUBSEQUENT YEARS REMAIN SUBJECT TO EXAMINATION BY THE APPLICABLE TAXING AUTHORITIES. 0 0 0 0 0 0 0 0 0 MATTHEW MAUTHE CEO 0 214466 0 0 0 232 0 3306 0 25002 0 243006 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE 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 7A THE 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 7B THE 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 11 A 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 12C ANNUALLY 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 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G MEDICAL CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 570,969. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 570,969. CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 104,589. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 104,589. CONSULTING FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 10,768. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,768. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. ZINZENDORF HALL INC 1020 HILL STREET WATERTOWN WI 53098 391647409 ASSISTED LIVING WI 501(C)(3) LINE 9 MARQUARDT VILLAGE INC 0 HUS APARTMENTS INC 1020 HILL STREET WATERTOWN WI 53098 391756037 SENIOR HOUSING WI 501(C)(3) LINE 9 MARQUARDT VILLAGE INC 0 MORAVIAN HOMES INC 1020 HILL STREET WATERTOWN WI 53098 391324889 SENIOR HOUSING WI 501(C)(3) LINE 9 MARQUARDT VILLAGE INC 0 MUELLER APARTMENTS INC 1020 HILL STREET WATERTOWN WI 53098 391294266 LOW INCOME HOUSING WI 501(C)(3) LINE 9 MARQUARDT VILLAGE INC 0 MARQUARDT VILLAGE INC 1020 HILL STREET WATERTOWN WI 53098 391704732 MANAGEMENT SERVICES WI 501(C)(3) LINE 9 N/A 0 MARQUARDT MEMORIAL MANOR INC 1020 HILL STREET WATERTOWN WI 53098 391126946 SKILLED NURSING FACILITY WI 501(C)(3) LINE 9 MARQUARDT VILLAGE INC 0 MARQUARDT FOUNDATION INC 1020 HILL STREET WATERTOWN WI 53098 391563808 SUPPORT MARQAURDT VILLAGE, INC. & AFFILIATES WI 501(C)(3) LINE 7 MARQUARDT VILLAGE INC 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0