MUELLER APARTMENTS INC: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: MUELLER APARTMENTS INC (EIN 39-1294266)
Tax period: 2012-07-01 to 2013-06-30
Filed: 2014-02-15
IRS object ID: 201410499349301861
Schema version: 2012v2.1
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
Form 990
Schedule A
Schedule D
Schedule J
Schedule K
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2014-02-15T16:04:12-06:00	Timestamp
Tax Period End Date	2013-06-30	TaxPeriodEndDate

Preparer Firm PreparerFirm

Field	Value	IRS element (for citing)
EIN	390758449	EIN

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	WIPFLI LLP	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	10000 INNOVATION DRIVE SUITE 250	AddressLine1
City	MILWUAKEE	City
State	WI	State
ZIP Code	53226	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnType
Tax Period Begin Date	2012-07-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	391294266	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	MUELLER APARTMENTS INC	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	MUEL	NameControl
Phone	9202610400	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1020 HILL STREET	AddressLine1
City	WATERTOWN	City
State	WI	State
ZIP Code	530983099	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	JULIE MARKS	Name
Title	CFO	Title
Phone	9202610400	Phone
Date Signed	2014-02-18	DateSigned
Authorize Third Party	1	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	DAVE GLOBIG CPA	Name
PTIN	P01356041	PTIN
Phone	4144319300	Phone
Date Prepared	2014-02-18	DatePrepared

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2015-11-30 17:44:51Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Name Of Principal Officer Person	JULIE MARKS	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	1020 HILL STREET	AddressLine1
City	WATERTOWN	City
State	WI	State
ZIP Code	530983099	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	1211417	GrossReceipts
Group Return For Affiliates	0	GroupReturnForAffiliates
Organization501c3	X	Organization501c3
Web Site	N/A	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	1978	YearFormation
State Legal Domicile	WI	StateLegalDomicile
Activity Or Mission Description	THE ORGANIZATION'S EXEMPT PURPOSE IS TO PROVIDE LOW INCOME HOUSING FOR THE ELDERLY.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	9	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	9	NbrIndependentVotingMembers
Total Nbr Employees	0	TotalNbrEmployees
Total Nbr Volunteers	150	TotalNbrVolunteers
Total Gross UBI	0	TotalGrossUBI
Net Unrelated Business Txbl Income	0	NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year	158	ContributionsGrantsPriorYear
Contributions Grants Current Year	225	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	1077235	ProgramServiceRevenuePriorYear
Program Service Revenue CY	1073351	ProgramServiceRevenueCY
Investment Income Prior Year	86426	InvestmentIncomePriorYear
Investment Income Current Year	45102	InvestmentIncomeCurrentYear
Other Revenue Prior Year	0	OtherRevenuePriorYear
Other Revenue Current Year	0	OtherRevenueCurrentYear
Total Revenue Prior Year	1163819	TotalRevenuePriorYear
Total Revenue Current Year	1118678	TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year	0	GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY	0	GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year	0	BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	215270	SalariesEtcPriorYear
Salaries Etc Current Year	126494	SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year	0	TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	0	TotalFundrsngExpCurrentYear
Other Expense Prior Year	733833	OtherExpensePriorYear
Other Expenses Current Year	810151	OtherExpensesCurrentYear
Total Expenses Prior Year	949103	TotalExpensesPriorYear
Total Expenses Current Year	936645	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	214716	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	182033	RevenuesLessExpensesCY
Total Assets BOY	2359950	TotalAssetsBOY
Total Assets EOY	2491418	TotalAssetsEOY
Total Liabilities BOY	1856050	TotalLiabilitiesBOY
Total Liabilities EOY	1697209	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	503900	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	794209	NetAssetsOrFundBalancesEOY
Mission Description	CARING FOR THE ELDERLY AND HANDICAPPED IN A CHRISTIAN ENVIRONMENT.	MissionDescription
Significant New Program Services	0	SignificantNewProgramServices
Significant Change	0	SignificantChange
Expense	628207	Expense
Revenue	952608	Revenue
Description	LOW INCOME HOUSING FOR 115 ELDERLY INDIVIDUALS AND OPERATION OF SENIOR CENTER BENEFITING 600 INDIVIDUALS.	Description
Total Program Service Expense	628207	TotalProgramServiceExpense
Described In501 C3	1	DescribedIn501C3
Schedule B Required	0	ScheduleBRequired
Political Activities	0	PoliticalActivities
Lobbying Activities	0	LobbyingActivities
Subject To Proxy Tax	0	SubjectToProxyTax
Donor Advised Funds	0	DonorAdvisedFunds
Conservation Easements	0	ConservationEasements
Collections Of Art	0	CollectionsOfArt
Credit Counseling	0	CreditCounseling
Term Or Permanent Endowments	0	TermOrPermanentEndowments
Report Land Bldg Equip	1	ReportLandBldgEquip
Report Invest Oth Securities	0	ReportInvestOthSecurities
Report Prog Rel Invest	0	ReportProgRelInvest
Report Other Assets	1	ReportOtherAssets
Report Other Liabilities	1	ReportOtherLiabilities
Report Fin48 Footnote	1	ReportFin48Footnote
Independent Audit Financial Stmt	1	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	1	ConsolidatedAuditFinancialStmt
School	0	School
Foreign Office	0	ForeignOffice
Foreign Activities	0	ForeignActivities
More Than5000 K To Organizations	0	MoreThan5000KToOrganizations
More Than5000 K To Individuals	0	MoreThan5000KToIndividuals
Professional Fundraising	0	ProfessionalFundraising
Fundraising Activities	0	FundraisingActivities
Gaming	0	Gaming
Hospital	0	Hospital
Grants To Organizations	0	GrantsToOrganizations
Grants To Individuals	0	GrantsToIndividuals
Schedule J Required	1	ScheduleJRequired
Tax Exempt Bonds	1	TaxExemptBonds
Invest Tax Exempt Bonds	0	InvestTaxExemptBonds
Escrow Account	0	EscrowAccount
On Behalf Of Issuer	0	OnBehalfOfIssuer
Excess Benefit Transaction	0	ExcessBenefitTransaction
Prior Excess Benefit Transaction	0	PriorExcessBenefitTransaction
Loan To Officer Or DQP	0	LoanToOfficerOrDQP
Grant To Related Person	0	GrantToRelatedPerson
Bsnss Rltnshp With Organization	0	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	0	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	0	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	0	DeductibleNonCashContributions
Deductible Contributions Of Art	0	DeductibleContributionsOfArt
Terminated	0	Terminated
Partial Liquidation	0	PartialLiquidation
Disregarded Entity	0	DisregardedEntity
Related Entity	1	RelatedEntity
Related Org Controlled Entity	0	RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org	0	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	0	ActivitiesConductedPartnership
Schedule O Required	1	ScheduleORequired
Number Forms Transmitted With1096	3	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	1	ComplianceWithBackupWitholding
Number Of Employees	0	NumberOfEmployees
Unrelated Business Income	0	UnrelatedBusinessIncome
Foreign Financial Account	0	ForeignFinancialAccount
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTrans
Taxable Party Notification	0	TaxablePartyNotification
Non Deductible Contributions	0	NonDeductibleContributions
Quid Pro Quo Contributions	0	QuidProQuoContributions
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOf
Funds To Pay Premiums	0	FundsToPayPremiums
Premiums Paid	0	PremiumsPaid
Indoor Tanning Services	0	IndoorTanningServices
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	9	NbrVotingGoverningBodyMembers
Number Independent Voting Members	9	NumberIndependentVotingMembers
Family Or Business Relationship	0	FamilyOrBusinessRelationship
Delegation Of Management Duties	0	DelegationOfManagementDuties
Changes To Organizing Docs	0	ChangesToOrganizingDocs
Material Diversion Or Misuse	0	MaterialDiversionOrMisuse
Members Or Stockholders	1	MembersOrStockholders
Election Of Board Members	1	ElectionOfBoardMembers
Decisions Subject To Approval	0	DecisionsSubjectToApproval
Minutes Of Governing Body	1	MinutesOfGoverningBody
Minutes Of Committees	1	MinutesOfCommittees
Officer Mailing Address	0	OfficerMailingAddress
Local Chapters	0	LocalChapters
Form990 Provided To Governing Body	1	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	1	ConflictOfInterestPolicy
Annual Disclosure Covered Persons	1	AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement	1	RegularMonitoringEnforcement
Whistleblower Policy	1	WhistleblowerPolicy
Document Retention Policy	1	DocumentRetentionPolicy
Compensation Process CEO	0	CompensationProcessCEO
Compensation Process Other	0	CompensationProcessOther
Investment In Joint Venture	0	InvestmentInJointVenture
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	JULIE MARKS	BusinessNameLine1

Field	Value	IRS element (for citing)
Telephone Number	9202610400	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	1020 HILL STREET	AddressLine1
City	WATERTOWN	City
State	WI	State
ZIP Code	530983099	ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (11 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Average Hours Per Week RelatedAverageHoursPerWeekRelated	Individual Trustee Or DirectorIndividualTrusteeOrDirector	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation	OfficerOfficer
JOHN H EBERT
BOARD MEMBER	0.50	3.50	X	0	0	0
REV JAMES T HICKS
BOARD MEMBER	0.50	3.50	X	0	0	0
TOM KASTEN
BOARD MEMBER	0.50	3.50	X	0	0	0
MITZI CASS
BOARD MEMBER	0.50	3.50	X	0	0	0
DR JEFF HORKAN
BOARD MEMBER	0.50	3.50	X	0	0	0
NELSON FISCHER
ASST SECRETARY/TREAS	0.50	3.50	X	0	0	0	X
WILLIAM KIESSLING JR
PRESIDENT	0.50	3.50	X	0	0	0	X
THOMAS WENDT
SECRETARY/TREASURER	0.50	3.50	X	0	0	0	X
KAY WIPPERFURTH
VICE PRESIDENT	0.50	3.50	X	0	0	0	X
JULIE MARKS
CFO	5.00	35.00		0	102846	11845	X
MATTHEW R MAUTHE
CEO	5.00	35.00		0	157764	16795	X

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	0	TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs	260610	TotalReportableCompFrmRltdOrgs
Total Other Compensation	28640	TotalOtherCompensation
Number Individuals GT100 K	2	NumberIndividualsGT100K
Formers Listed	0	FormersListed
Total Comp GT150 K	1	TotalCompGT150K
Compensation From Other Sources	0	CompensationFromOtherSources
Number Of Contractors GT100 K	0	NumberOfContractorsGT100K
All Other Contributions	225	AllOtherContributions
Total Contributions	225	TotalContributions

Program Service Revenue ProgramServiceRevenue (3 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome	ExclusionExclusionAmount
APARTMENT RENTALS	623990	952608	952608
ACTIVITY CENTER INCOME	623990	109297		$109,297
RESIDENT SERVICES	623990	11446		$11,446

Field	Value	IRS element (for citing)
Total Program Service Revenue	1073351	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	21172	TotalRevenueColumn
Exclusion	$21,172	ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Securities	116669	Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Securities	92739	Securities

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	23930	Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	23930	TotalRevenueColumn
Exclusion	$23,930	ExclusionAmount

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	1118678	TotalRevenueColumn
Related Or Exempt Function Income	952608	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$165,845	ExclusionAmount

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	101675	Total
Program Services	79245	ProgramServices
Management And General	22430	ManagementAndGeneral

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	16029	Total
Program Services	9497	ProgramServices
Management And General	6532	ManagementAndGeneral

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	8790	Total
Program Services	5461	ProgramServices
Management And General	3329	ManagementAndGeneral

Fees For Services Management FeesForServicesManagement

Field	Value	IRS element (for citing)
Total	112783	Total
Management And General	112783	ManagementAndGeneral

Fees For Services Legal FeesForServicesLegal

Field	Value	IRS element (for citing)
Total	1233	Total
Management And General	1233	ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	5438	Total
Management And General	5438	ManagementAndGeneral

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

Field	Value	IRS element (for citing)
Total	5230	Total
Management And General	5230	ManagementAndGeneral

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	25156	Total
Program Services	18368	ProgramServices
Management And General	6788	ManagementAndGeneral

Advertising Advertising

Field	Value	IRS element (for citing)
Total	2496	Total
Management And General	2496	ManagementAndGeneral

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	157032	Total
Program Services	76308	ProgramServices
Management And General	80724	ManagementAndGeneral

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	132495	Total
Program Services	132495	ProgramServices

Travel Travel

Field	Value	IRS element (for citing)
Total	5287	Total
Management And General	5287	ManagementAndGeneral

Interest Interest

Field	Value	IRS element (for citing)
Total	80803	Total
Program Services	80803	ProgramServices

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	166054	Total
Program Services	134999	ProgramServices
Management And General	31055	ManagementAndGeneral

Insurance Insurance

Field	Value	IRS element (for citing)
Total	19920	Total
Management And General	19920	ManagementAndGeneral

Other Expenses OtherExpenses

Field	Value	IRS element (for citing)
Description	MARQUARDT LIFELINE	Description
Total	42420	Total
Program Services	42420	ProgramServices

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	53804	Total
Program Services	48611	ProgramServices
Management And General	5193	ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	936645	Total
Program Services	628207	ProgramServices
Management And General	308438	ManagementAndGeneral
Fundraising	0	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	350	BOY
EOY	150	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	3644	BOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	224	BOY
EOY	4117	EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

Field	Value	IRS element (for citing)
BOY	690	BOY
EOY	0	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	6759	BOY
EOY	6894	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	5042410	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	3720972	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	1443057	BOY
EOY	1321438	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
BOY	725239	BOY
EOY	823813	EOY

Other Assets Total OtherAssetsTotal

Field	Value	IRS element (for citing)
BOY	179987	BOY
EOY	335006	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	2359950	BOY
EOY	2491418	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	54230	BOY
EOY	55241	EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

Field	Value	IRS element (for citing)
BOY	1676626	BOY
EOY	1569898	EOY

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
BOY	125194	BOY
EOY	72070	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	1856050	BOY
EOY	1697209	EOY

Field	Value	IRS element (for citing)
Follow SFAS117	X	FollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	503900	BOY
EOY	794209	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	503900	BOY
EOY	794209	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	2359950	BOY
EOY	2491418	EOY

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	X	InfoInScheduleOPartXI
Reconcilation Revenue Expenses	182033	ReconcilationRevenueExpenses
Reconciliation Unrealized Invest	55058	ReconciliationUnrealizedInvest
Reconcilation Other Changes	53218	ReconcilationOtherChanges
Info In Schedule O Part XII	X	InfoInScheduleOPartXII
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	0	AccountantCompileOrReview
FS Audited	1	FSAudited

FS Audited Basis FSAuditedBasis

Field	Value	IRS element (for citing)
Financial Statement Both	X	FinancialStatementBoth

Field	Value	IRS element (for citing)
Audit Committee	1	AuditCommittee
Federal Grant Audit Required	1	FederalGrantAuditRequired
Federal Grant Audit Performed	1	FederalGrantAuditPerformed

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Publicly Supported Org509a2	X	PubliclySupportedOrg509a2

Gifts Grants Contrib Received509 GiftsGrantsContribReceived509

Field	Value	IRS element (for citing)
Current Tax Year Minus1 Year	158	CurrentTaxYearMinus1Year
Current Tax Year	225	CurrentTaxYear
Total	383	Total

Gross Receipts From Admissions GrossReceiptsFromAdmissions

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	1041028	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	1016919	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	1077334	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	922778	CurrentTaxYearMinus1Year
Current Tax Year	952608	CurrentTaxYear
Total	5010667	Total

Gross Receipts From Non UBI GrossReceiptsFromNonUBI

Field	Value	IRS element (for citing)
Current Tax Year Minus1 Year	154457	CurrentTaxYearMinus1Year
Current Tax Year	120743	CurrentTaxYear
Total	275200	Total

Total509 Total509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	1041028	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	1016919	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	1077334	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	1077393	CurrentTaxYearMinus1Year
Current Tax Year	1073576	CurrentTaxYear
Total	5286250	Total

Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons

Field	Value	IRS element (for citing)
Total	0	Total

Amts From Subst Contributors AmtsFromSubstContributors

Field	Value	IRS element (for citing)
Total	0	Total

Support From DQ Ps Etc SupportFromDQPsEtc

Field	Value	IRS element (for citing)
Total	0	Total

Field	Value	IRS element (for citing)
Public Support Total509	5286250	PublicSupportTotal509

Gross Investment Income509 GrossInvestmentIncome509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	24244	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	16827	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	13540	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	20931	CurrentTaxYearMinus1Year
Current Tax Year	21172	CurrentTaxYear
Total	96714	Total

Investment Income And UBTI InvestmentIncomeAndUBTI

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	24244	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	16827	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	13540	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	20931	CurrentTaxYearMinus1Year
Current Tax Year	21172	CurrentTaxYear
Total	96714	Total

Total Support Total TotalSupportTotal

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	1065272	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	1033746	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	1090874	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	1098324	CurrentTaxYearMinus1Year
Current Tax Year	1094748	CurrentTaxYear
Total	5382964	Total

Field	Value	IRS element (for citing)
Public Support Percentage509	0.98200	PublicSupportPercentage509
Prior Year Support Percentage	0.98000	PriorYearSupportPercentage
Investment Income Percentage	0.01800	InvestmentIncomePercentage
Prior Yr Invest Income Percentage	0.02000	PriorYrInvestIncomePercentage
Thirty Three Percnt Tests CY509	X	ThirtyThreePercntTestsCY509

Schedule D IRS990ScheduleD

Land Land

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	74546	OtherCostOrOtherBasis
Book Value	74546	BookValue

Buildings Buildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	4104396	OtherCostOrOtherBasis
Depreciation	3049157	Depreciation
Book Value	1055239	BookValue

Equipment Equipment

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	578637	OtherCostOrOtherBasis
Depreciation	452895	Depreciation
Book Value	125742	BookValue

Other Land Buildings OtherLandBuildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	284831	OtherCostOrOtherBasis
Depreciation	218920	Depreciation
Book Value	65911	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	1321438	TotalOfBookValueLandBuildings

Other Assets OtherAssets (3 entries)

DescriptionDescription	Book ValueBookValue
DEFERRED FINANCE CHARGES	2658
TENANT SECURITY DEPOSITS	32399
INTERCOMPANY RECEIVABLE	299949

Field	Value	IRS element (for citing)
Total Book Value Other Assets	335006	TotalBookValueOtherAssets

Other Liabilities OtherLiabilities (2 entries)

DescriptionDescription	AmountAmount
SECURITY DEPOSITS	$32,399
INTEREST RATE SWAP AGREEMENT	$39,671

Field	Value	IRS element (for citing)
Total Of Amounts	72070	TotalOfAmounts
Footnote In Part XIII	X	FootnoteInPartXIII
Tot Revenue Etc Audited Fincl Stmt	1226954	TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments	55058	NetUnrealizedGainsInvestments
Other Revenues	53218	OtherRevenues
Revenue Not Rptd F990	108276	RevenueNotRptdF990
Revenue Subtotal	1118678	RevenueSubtotal
Revenue Not Rptd On Fin Stmt	0	RevenueNotRptdOnFinStmt
Total Revenue Per Form990	1118678	TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt	936645	TotExpensesEtcAuditedFinclStmt
Expenses Not Rptd F990	0	ExpensesNotRptdF990
Expenses Subtotal	936645	ExpensesSubtotal
Expenses Not Rptd On Fin Stmt	0	ExpensesNotRptdOnFinStmt
Total Expenses Per Form990	936645	TotalExpensesPerForm990

Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:	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, 2010 AND ALL SUBSEQUENT YEARS REMAIN SUBJECT TO EXAMINATION BY THE APPLICABLE TAXING AUTHORITIES.
PART XI, LINE 2D - OTHER ADJUSTMENTS:		CHANGE IN FAIR VALUE OF INTEREST SWAP AGREEMENT 53,218.

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Severance Payment	0	SeverancePayment
Supplemental Nonqual Retire Plan	0	SupplementalNonqualRetirePlan
Equity Based Comp Arrangement	0	EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org	0	CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs	0	CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org	0	CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs	0	CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments	0	AnyNonFixedPayments
Initial Contract Exception	0	InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII

Field	Value	IRS element (for citing)
Name Person	MATTHEW R MAUTHE	NamePerson
Title	CEO	Title
Base Compensation Filing Org	0	BaseCompensationFilingOrg
Comp Based On Related Orgs	157764	CompBasedOnRelatedOrgs
Bonus Filing Org	0	BonusFilingOrg
Bonus Related Orgs	0	BonusRelatedOrgs
Other Compensation Filing Org	0	OtherCompensationFilingOrg
Other Compensation Related Orgs	0	OtherCompensationRelatedOrgs
Deferred Comp Filing Org	0	DeferredCompFilingOrg
Deferred Comp Related Orgs	0	DeferredCompRelatedOrgs
Nontaxable Benefits Filing Org	0	NontaxableBenefitsFilingOrg
Nontaxable Benefits Related Orgs	16795	NontaxableBenefitsRelatedOrgs
Total Compensation Filing Org	0	TotalCompensationFilingOrg
Total Compensation Related Orgs	174559	TotalCompensationRelatedOrgs
Comp Report Prior990 Filing Org	0	CompReportPrior990FilingOrg
Comp Report Prior990 Related Orgs	0	CompReportPrior990RelatedOrgs

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd

Issuer Name IssuerName

Field	Value	IRS element (for citing)
Business Name Line1	CITY OF WATERTOWN WISCONSIN REVENUE BONDS SERIES 2004	BusinessNameLine1

Field	Value	IRS element (for citing)
Issuer EIN	391151251	IssuerEIN
Date Issued	2004-04-01	DateIssued
Issue Price	2375000	IssuePrice
Description Of Purpose	REFUNDING PRIOR YEAR ISSUE OF 11/30/99	DescriptionOfPurpose
Defeased	0	Defeased
On Behalf Of Issuer	0	OnBehalfOfIssuer
Pool Financing	0	PoolFinancing

Form990 Schedule K Part II Form990ScheduleKPartII

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Amount Retired	805102	AmountRetired
Total Proceeds	2375000	TotalProceeds
Issuance Costs From Proceeds	40000	IssuanceCostsFromProceeds
Capital Expenditures	390674	CapitalExpenditures
Other Spent Proceeds	1944326	OtherSpentProceeds
Year Of Subst Completion	2005	YearOfSubstCompletion
Current Refunding	1	CurrentRefunding
Advance Refunding	0	AdvanceRefunding
Final Allocation Made	1	FinalAllocationMade
Adequate Books And Recds Maintaind	1	AdequateBooksAndRecdsMaintaind

Form990 Schedule K Part III Form990ScheduleKPartIII

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Owning Bond Financed Property	0	OwningBondFinancedProperty
Any Lease Arrangements	0	AnyLeaseArrangements
Mngment Cntrct Bond Financd Prprty	0	MngmentCntrctBondFinancdPrprty
Any Research Agreements	0	AnyResearchAgreements
Prcntge Prvt Business Use By Others	0.00000	PrcntgePrvtBusinessUseByOthers
Percentage Of Prvt Business Re UBI	0.00000	PercentageOfPrvtBusinessReUBI
Total Private Business Use	0.00000	TotalPrivateBusinessUse
Bond Iss Meet Prvt Security Pay Test	1	BondIssMeetPrvtSecurityPayTest
Change In Use Bond Financed Prop	0	ChangeInUseBondFinancedProp
Non Qualified Bond Remed Procdrs	1	NonQualifiedBondRemedProcdrs

Form990 Schedule K Part IV Form990ScheduleKPartIV

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Form8038 T Filed	0	Form8038TFiled
Rebate Not Due Yet	0	RebateNotDueYet
Exception To Rebate	0	ExceptionToRebate
No Rebate Due	1	NoRebateDue
Variable Rate Issue	1	VariableRateIssue
Hedge Identified In Books And Recds	1	HedgeIdentifiedInBooksAndRecds

Name Of Hedge Provider NameOfHedgeProvider

Field	Value	IRS element (for citing)
Business Name Line1	JP MORGAN	BusinessNameLine1

Field	Value	IRS element (for citing)
Term Of Hedge	10.000000000000	TermOfHedge
Superintegrated Hedge	0	SuperintegratedHedge
Hedge Terminated	0	HedgeTerminated
Gross Proceeds Invested In GIC	0	GrossProceedsInvestedInGIC
Gross Proceeds Invested	0	GrossProceedsInvested
Written Proc To Monitor Reqs	0	WrittenProcToMonitorReqs

Form990 Schedule K Part V Form990ScheduleKPartV

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Proc To Undertk Corrective Action	0	ProcToUndertkCorrectiveAction

Form990 Schedule K Part VI Form990ScheduleKPartVI

Field	Value	IRS element (for citing)
Identifier	SCHEDULE K PART IV, ARBITRAGE, LINE 2C	Identifier
Return Reference	DATE REBATE COMPUTATION PERFORMED	ReturnReference
Explanation	ISSUER NAME: CITY OF WATERTOWN, WISCONSIN REVENUE BONDS, SERIES 2004 DATE THE REBATE COMPUTATION WAS PERFORMED: 03/18/2009	Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (8 entries)

Return ReferenceReturnReference	ExplanationExplanation	IdentifierIdentifier
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 NINE (9) 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 B, LINE 11	COPY OF COMPLETED 990 IS SENT TO BOARD MEMBERS. THE CEO AND THE CFO 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.
	BOARD AND CEO REVIEW COMPARABILITY DATA AND A RELATED ENTITY DETERMINES AND PAYS THE COMPENSATION.
FORM 990, PART VI, SECTION C, LINE 19	THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE AVAILABLE UPON REQUEST.
FORM 990, PART XI, LINE 9:	CHANGE IN FAIR VALUE OF INTEREST RATE SWAP AGREEMENT 53,218.	CHANGES IN NET ASSETS OR FUND BALANCES:
FORM 990, PART XII, LINE 2C:	THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII (7 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	EINEIN	Primary ActivitiesPrimaryActivities	Legal Domicile StateLegalDomicileState	Exempt Code SectionExemptCodeSection	Public Charity StatusPublicCharityStatus	Business Name Line1DirectControllingEntityName/BusinessNameLine1	Controlled OrgControlledOrg	Direct Controlling Entity NADirectControllingEntityNA
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	FOUNDATION	WI	501(C)3	LINE 7	MARQUARDT VILLAGE INC	0
MARQUARDT VILLAGE INC
1020 HILL STREET	WATERTOWN	WI	53098	391704732	SENIOR HOUSING	WI	501(C)3	LINE 9		0	N/A
MARQUARDT HOME AND COMMUNITY BASED SERVICES INC
1020 HILL STREET	WATERTOWN	WI	53098	391940920	HOME HEALTH, HOSPICE, AND EMERGECY 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

Field	Value	IRS element (for citing)
Receipt Of Int Ann Rents Royalties	0	ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org	0	GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org	0	GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org	0	LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org	0	LoansOrGuaranteesFromOtherOrg
Dividends Related Organization	0	DividendsRelatedOrganization
Sale Of Assets To Other Org	0	SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org	0	PurchaseOfAssetsFromOtherOrg
Exchange Of Assets	0	ExchangeOfAssets
Rental Of Facilities To Other Orgs	1	RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs	0	RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs	0	PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs	0	PerformOfServicesByOtherOrgs
Sharing Of Facilities	0	SharingOfFacilities
Sharing Of Paid Employees	1	SharingOfPaidEmployees
Reimbursement Paid To Other Org	1	ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org	0	ReimbursementPaidByOtherOrg
Other Transfer To Other Org	0	OtherTransferToOtherOrg
Other Transfer From Other Org	0	OtherTransferFromOtherOrg