2015-08-10T11:02:38-05:00 2014-12-31 410746749 CLIFTONLARSONALLEN LLP 220 SOUTH SIXTH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2014-01-01 390832605 MORROW MEMORIAL HOME FOR THE AGED INC MORR 6082693168 331 SOUTH WATER STREET SPARTA WI 54656 MICHAEL BONELLO EXECUTIVE DIRECTOR 6082693168 2015-07-30 1 EMILY SCHEEVEL P01814921 6123764500 2014 2016-02-25 16:41:14Z MICHAEL BONELLO 331 SOUTH WATER STREET SPARTA WI 54656 10562186 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 25 333 197 0 0 147230 93558 9417268 10097517 43891 51549 -7141 319562 9601248 10562186 0 0 0 0 6260903 6739106 0 0 0 3352958 3509954 9613861 10249060 -12613 313126 14702050 14853273 9559989 9318334 5142061 5534939 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 8882578 10097517 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 50 HOME-BOUND SENIORS ON WEEKDAYS. 8882578 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 17 0 333 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 MICHAEL BONELLO 6082693168 331 SOUTH WATER STREET SPARTA WI 54656 BARB MOSKONAS DEV COMM CHAIR 1.00 X 0 0 0 REV REY DIAZ CHAPLAIN 2.00 X 0 0 0 KEN ROSE VICE PRES/FINANCE CO 3.00 X 0 0 0 BRYAN EDWARDS FINANCE COMMITTEE 1.00 X 0 0 0 RANDY JARVIS TREASURER/FINANCE CHAIR 3.00 X X 0 0 0 KENT JACOBSEN PERSONNEL COMMITTEE 1.00 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 CHARLES BECK VICE PRES/SEC/PERSONNEL COMM 2.00 X X 0 0 0 DARRELL ZIETLOW PRESIDENT 4.00 X X 0 0 0 PAULETTE DAVIS RESIDENT SERVICES COMMITTE 1.00 X 0 0 0 LARRY SCHMIDT DEVELOPMENT COMMITTEE 1.00 X 0 0 0 PETE FOSS DEVELOPMENT COMMITTEE 1.00 X 0 0 0 MARK HAMMES FINANCE COMMITTEE 1.00 X 0 0 0 TOM HEMSTOCK JR SECRETARY/PROPERTY COMMITTEE 1.00 X X 0 0 0 LARRY POWELL PROPERTY COMMITTEE 2.00 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 PERSONNEL COMMITTEE 1.00 X 0 0 0 CAROL OSTREM PERSONNEL COMMITTEE 1.00 X 0 0 0 NANCY WHITAKER RESIDENT SERVICES COMMITTE 1.00 X 0 0 0 TOM SCHAUER DEVELOPMENT COMMITTEE 1.00 X 0 0 0 MIKE SPORS DEVELOPMENT COMMITTEE 1.00 X 0 0 0 KURT MARSHAUS DEVELOPMENT COMMITTEE 1.00 X 0 0 0 JOHN BUDIN FINANCE COMMITTEE 1.00 X 0 0 0 MIKE MCALPINE PERSONNEL COMMITTEE 1.00 X 0 0 0 RICK SMITH PROPERTY COMMITTEE 1.00 X 0 0 0 GERALDINE SIMPSON RESIDENT SERVICES COMMITTEE 1.00 X 0 0 0 MICHAEL BONELLO EXECUTIVE DIRECTOR 40.00 X 94017 0 18539 94017 0 18539 0 0 0 0 REHABCARE GROUP PO BOX 503534 ST LOUIS MO 53150 THERAPY SERVICES 497359 1 93558 93558 RESIDENT REVENUE 623000 7278155 7278155 ADVANCED MEMORY CARE 623000 1228746 1228746 APARTMENT REVENUE 623000 1142597 1142597 ASSISTED LIVING 623000 448019 448019 10097517 51549 51549 CHILD DAY CARE REVENUE 624410 205736 205736 OTHER REVENUE 900099 113826 113826 319562 10562186 10097517 0 371111 112556 112556 5795931 5210930 585001 114948 114948 327664 316331 11333 388007 301427 86580 35676 35676 30390 30390 93641 14699 78942 342743 342743 7064 5638 1426 209664 113219 96445 747182 747182 571384 488486 82898 FOOD COSTS 826903 826903 SUPPLIES 446864 414590 32274 PURCHASED SERVICES 291735 135953 155782 BED SURCHARGE 159064 159064 -252356 -309535 57179 10249060 8882578 1366482 0 976641 1343368 636005 680520 174107 -10 20047977 9092199 11398642 10955778 1255229 1602692 261426 270925 14702050 14853273 542447 688891 8875477 8485228 142065 144215 9559989 9318334 X 5142061 5534939 5142061 5534939 14702050 14853273 313126 79752 0 X X 0 1 X 1 0 X 41619 185754 195836 147230 93558 663997 8647237 8835935 9130175 9417268 10097517 46128132 8688856 9021689 9326011 9564498 10191075 46792129 0 0 0 46792129 42790 20828 72651 40602 51549 228420 42790 20828 72651 40602 51549 228420 315987 302434 290777 -7141 319562 1221619 9047633 9344951 9689439 9597959 10562186 48242168 0.96990 0.97050 0.00470 0.00420 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 647747 647747 16470139 7329484 9140655 2207442 1383094 824348 722649 379621 343028 10955778 UNITED METHODIST FOUNDATION COMMON 1601571 F CO-OP OIL STOCK CERTIFICATE 1121 C 1602692 ASSET RETIREMENT OBLIGATION 74816 SECURITY DEPOSITS 58225 RESIDENT TRUST FUNDS 11174 144215 X 10641938 79752 79752 10562186 0 10562186 10249060 0 10249060 0 10249060 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 TAHT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR EXCISE OR OTHER TAXES. THE TAX FILINGS FOR THE YEARS 2011 TO 2013 ARE OPEN TO EXAMINATION. A HOUSING AUTHORITY OF THE CITY OF SPARTA WI 396005610 2013-05-10 9139000 REFUND VARIOUS DEBT ISSUES 0 0 0 A 653772 9139000 117714 588636 8432650 2013 1 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 0 A 0 0 0 0 1 0 0 0 0 A 0 SCH. K, PART III, LINE 9, SCH. K, PART IV, LINE 7, AND SCH. K, PART V THE ORGAHIZATION IS IN THE PROCESS OF ADOPTING THESE PROCEDURES. FORM 990, PART VI, SECTION B, LINE 11 PRIOR TO BEING FILED WITH THE IRS, A COPY OF THE IRS FORM 990 AND RELATED SCHEDULES ARE REVIEWED BY THE ADMINISTRATOR, INCLUDING A CONFIRMATION OF THE ACCURACY OF EVERY ANSWER AND OVERSIGHT OF APPROPRIATE CHANGES. UPON COMPLETION OF THE ADMINISTRATOR'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.