2015-02-06T15:52:44-06:00 2014-06-30 390758449 WIPFLI LLP 10000 INNOVATION DRIVE SUITE 250 MILWUAKEE WI 53226 990 2013-07-01 391294266 MUELLER APARTMENTS INC MUEL 9202610400 1020 HILL STREET WATERTOWN WI 53098 JULIE MARKS CFO 9202610400 2015-02-06 1 DAVE GLOBIG CPA P01356041 4144319300 2015-02-06 2013 2016-02-25 16:41:14Z MATTHEW MAUTHE 1020 HILL STREET WATERTOWN WI 53098 1215752 0 X WWW.MARQUARDTVILLAGE.ORG X 1978 WI THE ORGANIZATION'S EXEMPT PURPOSE IS TO PROVIDE LOW INCOME HOUSING FOR THE ELDERLY. 9 9 0 150 0 0 225 0 1073351 954695 45102 67177 0 0 1118678 1021872 0 0 0 0 126494 0 0 0 0 810151 909173 936645 909173 182033 112699 2491418 2590850 1697209 1565689 794209 1025161 GROUNDED IN FAITH, WE PROMOTE THE HEALTH AND WELL-BEING OF EACH INDIVIDUAL WE SERVE. 0 0 778544 0 954694 MUELLER APARTMENTS, INC. OPERATES A 101-UNIT APARTMENT COMPLEX. MUELLER IS REGULATED BY THE U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT WITH RESPECT TO RENTAL CHARGES AND OPERATING METHODS, AS IT PARTICIPATES IN THE SECTION 8 HOUSING ASSISTANCE PAYMENT PROGRAM. IN FISCAL YEAR 2014, THE APARTMENTS SERVED 115 ELDERLY INDIVIDUALS AND HAS A DODGE COUNTY MEAL SITE SERVING SENIORS. 778544 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 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 JOHN EBERT BOARD MEMBER 0.50 3.00 X 0 0 0 REV JAMES HICKS BOARD MEMBER 0.50 3.00 X 0 0 0 TOM KASTEN BOARD MEMBER 0.50 3.00 X 0 0 0 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 NELSON FISCHER ASST SECRETARY/ASST TREASURER 0.50 3.00 X X 0 0 0 WILLIAM KIESSLING JR PRESIDENT 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 MICHAEL LIBBY COO 5.00 35.00 X 0 122317 24346 JULIE MARKS CFO 5.00 35.00 X 0 112388 21644 MATTHEW MAUTHE CEO 5.00 35.00 X 0 214698 28308 0 449403 74298 0 0 1 0 0 APARTMENT RENTALS 623990 928295 928295 ALLOCATED FEES 623990 26400 26400 954695 19320 19320 241737 193880 47857 47857 47857 1021872 954695 0 67177 181175 181175 5838 5838 5815 5815 10398 7735 2663 4408 4408 186094 89306 96788 1825 1825 161626 158110 3516 268 268 64504 64504 173240 173240 20460 20460 MARQUARDT LIFELINE 43632 43632 PILOT EXPENSE 35770 35770 ACTIVITES EXPENSE 12396 12396 1724 1023 701 909173 778544 130629 0 150 150 4117 2922 6894 0 5073667 3815621 1321438 1258046 823813 963758 335006 365974 2491418 2590850 55241 46578 1569898 0 0 1488191 72070 30920 1697209 1565689 X 794209 1025161 794209 1025161 2491418 2590850 X 112699 78582 39671 X X 0 1 X 1 1 1 X 158 225 383 1016919 1077334 922778 952608 954695 4924334 154457 120743 275200 1016919 1077334 1077393 1073576 954695 5199917 0 0 0 5199917 16827 13540 20931 21172 19320 91790 16827 13540 20931 21172 19320 91790 1033746 1090874 1098324 1094748 974015 5291707 0.98270 0.98200 0.01730 0.01800 X 74546 74546 4143472 3150682 992790 569328 437472 131856 286321 227467 58854 1258046 TENANT SECURITY DEPOSITS 30920 DUE FROM AFFILIATES 335054 365974 TENANT SECURITY DEPOSITS 30920 30920 X 1140125 78582 39671 118253 1021872 0 1021872 909173 0 909173 0 909173 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. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN FAIR VALUE OF SWAP AGREEMENT 39,671. 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 XI, LINE 9: CHANGE IN FAIR VALUE OF SWAP AGREEMENT 39,671. 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 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 MARQUARDT VILLAGE, INC. & AFFILIATES WI 501(C)(3) LINE 7 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 HOME AND COMMUNITY BASED SERVICES INC 1020 HILL STREET WATERTOWN WI 53098 391940920 HOME HEALTH, HOSPICE AND EMERGENCY RESPONSE SERVICES 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 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0