2014-02-15T16:04:12-06:00 2013-06-30 390758449 WIPFLI LLP 10000 INNOVATION DRIVE SUITE 250 MILWUAKEE WI 53226 990 2012-07-01 391294266 MUELLER APARTMENTS INC MUEL 9202610400 1020 HILL STREET WATERTOWN WI 530983099 JULIE MARKS 9202610400 2014-02-18 1 DAVE GLOBIG CPA P01356041 4144319300 2014-02-18 2012 2015-11-30 17:44:51Z JULIE MARKS 1020 HILL STREET WATERTOWN WI 530983099 1211417 0 X N/A X 1978 WI THE ORGANIZATION'S EXEMPT PURPOSE IS TO PROVIDE LOW INCOME HOUSING FOR THE ELDERLY. 9 9 0 150 0 0 158 225 1077235 1073351 86426 45102 0 0 1163819 1118678 0 0 0 0 215270 126494 0 0 0 733833 810151 949103 936645 214716 182033 2359950 2491418 1856050 1697209 503900 794209 CARING FOR THE ELDERLY AND HANDICAPPED IN A CHRISTIAN ENVIRONMENT. 0 0 628207 952608 LOW INCOME HOUSING FOR 115 ELDERLY INDIVIDUALS AND OPERATION OF SENIOR CENTER BENEFITING 600 INDIVIDUALS. 628207 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 3 0 1 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X JULIE MARKS 9202610400 1020 HILL STREET WATERTOWN WI 530983099 JOHN H EBERT 0.50 3.50 X 0 0 0 REV JAMES T HICKS 0.50 3.50 X 0 0 0 TOM KASTEN 0.50 3.50 X 0 0 0 MITZI CASS 0.50 3.50 X 0 0 0 DR JEFF HORKAN 0.50 3.50 X 0 0 0 NELSON FISCHER 0.50 3.50 X X 0 0 0 WILLIAM KIESSLING JR 0.50 3.50 X X 0 0 0 THOMAS WENDT 0.50 3.50 X X 0 0 0 KAY WIPPERFURTH 0.50 3.50 X X 0 0 0 JULIE MARKS 5.00 35.00 X 0 102846 11845 MATTHEW R MAUTHE 5.00 35.00 X 0 157764 16795 0 260610 28640 2 0 1 0 0 225 225 APARTMENT RENTALS 623990 952608 952608 ACTIVITY CENTER INCOME 623990 109297 109297 RESIDENT SERVICES 623990 11446 11446 1073351 21172 21172 116669 92739 23930 23930 23930 1118678 952608 0 165845 101675 79245 22430 16029 9497 6532 8790 5461 3329 112783 112783 1233 1233 5438 5438 5230 5230 25156 18368 6788 2496 2496 157032 76308 80724 132495 132495 5287 5287 80803 80803 166054 134999 31055 19920 19920 MARQUARDT LIFELINE 42420 42420 53804 48611 5193 936645 628207 308438 0 350 150 3644 224 4117 690 0 6759 6894 5042410 3720972 1443057 1321438 725239 823813 179987 335006 2359950 2491418 54230 55241 1676626 1569898 125194 72070 1856050 1697209 X 503900 794209 503900 794209 2359950 2491418 X 182033 55058 53218 X X 0 1 X 1 1 1 X 158 225 383 1041028 1016919 1077334 922778 952608 5010667 154457 120743 275200 1041028 1016919 1077334 1077393 1073576 5286250 0 0 0 5286250 24244 16827 13540 20931 21172 96714 24244 16827 13540 20931 21172 96714 1065272 1033746 1090874 1098324 1094748 5382964 0.98200 0.98000 0.01800 0.02000 X 74546 74546 4104396 3049157 1055239 578637 452895 125742 284831 218920 65911 1321438 DEFERRED FINANCE CHARGES 2658 TENANT SECURITY DEPOSITS 32399 INTERCOMPANY RECEIVABLE 299949 335006 SECURITY DEPOSITS 32399 INTEREST RATE SWAP AGREEMENT 39671 72070 X 1226954 55058 53218 108276 1118678 0 1118678 936645 0 936645 0 936645 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. 0 0 0 0 0 0 0 0 0 MATTHEW R MAUTHE 0 157764 0 0 0 0 0 0 0 16795 0 174559 0 0 A CITY OF WATERTOWN WISCONSIN REVENUE BONDS SERIES 2004 391151251 2004-04-01 2375000 REFUNDING PRIOR YEAR ISSUE OF 11/30/99 0 0 0 A 805102 2375000 40000 390674 1944326 2005 1 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 1 0 1 A 0 0 0 1 1 1 JP MORGAN 10.000000000000 0 0 0 0 0 A 0 SCHEDULE K PART IV, ARBITRAGE, LINE 2C DATE REBATE COMPUTATION PERFORMED ISSUER NAME: CITY OF WATERTOWN, WISCONSIN REVENUE BONDS, SERIES 2004 DATE THE REBATE COMPUTATION WAS PERFORMED: 03/18/2009 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: CHANGE IN FAIR VALUE OF INTEREST RATE SWAP AGREEMENT 53,218. 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 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 N/A 0 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 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0