2013-02-08T17:23:45-06:00 2012-06-30 390758449 WIPFLI LLP 10000 INNOVATION DRIVE SUITE 250 MILWAUKEE WI 53226 990 2011-07-01 391647409 ZINZENDORF HALL INC ZINZ 9202610400 1020 HILL STREET WATERTOWN WI 530983219 JULIE MARKS 9202610400 2013-02-08 1 DAVE GLOBIG CPA P01356041 4144319300 2013-02-04 2011 2016-02-25 16:41:14Z X JULIE MARKS 1020 HILL STREET WATERTOWN WI 53098 3243171 0 X N/A X 1989 WI THE ORGANIZATION'S PURPOSE IS TO PROVIDE ASSISTED LIVING FACILITIES FOR THE ELDERLY. 7 7 0 7 0 0 0 160 1529112 1386570 36949 219120 0 0 1566061 1605850 0 0 0 0 971341 854814 0 0 0 633199 644417 1604540 1499231 -38479 106619 3347081 3179285 1181496 1135262 2165585 2044023 THE ORGANIZATION'S PURPOSE IS TO PROVIDE ASSISTED LIVING FACILITIES FOR THE ELDERLY. 0 0 1237171 1360188 PROVIDED CARE TO A TOTAL OF 46 INDIVIDUALS. 34% OF TOTAL RESIDENTS WERE MEDICAID. 1237171 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 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 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 1 0 1 1 0 1 1 0 0 0 1 1 1 1 1 0 0 0 X JULIE MARKS 9202610400 1020 HILL STREET WATERTOWN WI 530983099 JOHN H EBERT 1.00 X 0 0 0 REV JAMES T HICKS 1.00 X 0 0 0 DR JEFF HORKAN 1.00 X 0 0 0 NELSON FISCHER 1.00 X X 0 0 0 WILLIAM KIESSLING JR 1.00 X X 0 0 0 THOMAS WENDT 1.00 X X 0 0 0 KAY WIPPERFURTH 1.00 X X 0 0 0 JULIE MARKS 40.00 X 0 109040 19448 MATTHEW R MAUTHE 40.00 X 0 142896 23923 0 251936 43371 0 0 1 0 0 160 160 APARTMENT RENTALS 623990 1360188 1360188 PROPERTY LEASE REVENUE 623990 19704 19704 BEAUTY SHOP REVENUE 623990 6105 6105 GUEST MEAL REVENUE 623990 510 510 TRANSPORTATION REVENUE 623990 63 63 1386570 53350 53350 1803091 1637321 165770 165770 165770 1605850 1360188 0 245502 679109 559515 119594 122034 100543 21491 53671 44220 9451 37596 37596 10384 10384 4300 4300 10637 10637 82425 67198 15227 3430 3430 148878 140884 7994 129325 129325 794 794 43359 43359 116930 116930 13429 7656 5773 PILOT EXPENSE 18710 18710 DUES & SUBSCRIPTIONS 18259 18259 MISCELLANEOUS 3441 3441 HEALTH MONITOR 1960 1960 560 560 1499231 1237171 262060 0 23794 150 10253 9224 63607 50197 5292 5631 3051376 1782646 1377665 1268730 1854702 1835662 11768 9691 3347081 3179285 243996 72563 937500 937500 0 125199 1181496 1135262 X 2165585 2044023 2165585 2044023 3347081 3179285 X 106619 -228181 X X 0 1 1 X 0 X 160 160 1629947 1458997 1696508 1529112 1360188 7674752 26382 26382 1629947 1458997 1696508 1529112 1386730 7701294 0 0 0 7701294 89515 45842 36439 36277 53350 261423 89515 45842 36439 36277 53350 261423 1719462 1504839 1732947 1565389 1440080 7962717 0.96720 0.96470 0.03280 0.03530 X 166743 166743 1628341 885618 742723 643177 415619 227558 613115 481409 131706 1268730 DUE TO AFFILIATE 125199 125199 1605850 1499231 106619 -228181 -228181 -121562 16566822 -228181 15189153 14960972 1605850 0 1605850 16153699 14654468 14654468 1499231 0 1499231 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: 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, 2009 AND ALL SUBSEQUENT YEARS REMAIN SUBJECT TO EXAMINATION BY THE APPLICABLE TAXING AUTHORITIES. PART XII, LINE 2D - OTHER ADJUSTMENTS: REVENUE ADJUSTMENT PER CONSOLIDATED FINANCIAL STATEMENTS 15,189,153. PART XIII, LINE 2D - OTHER ADJUSTMENTS: EXPENSE ADJUSTMENT PER CONSOLIDATED FINANCIAL STATEMENTS 14,654,468. 0 0 0 0 0 0 0 0 0 MATTHEW R MAUTHE 0 142896 0 0 0 0 0 0 0 23923 0 166819 0 0 CITY OF WATERTOWN WI REVENUE BONDS SERIES 2007 391151251 2007-03-08 1250000 REFINANCE DEBT. 0 0 0 312500 1250000 1250000 2007 1 0 1 1 0 0 0 0 0.00000 0.00000 0.00000 1 0 1 0 0 0 0 FORM 990, PART VI, SECTION A, LINE 4 ARTICLES OF AMENDMENT WERE FILED TO CONVERT FROM NON-MEMBER NONSTOCK CORPORATIONS TO NONSTOCK CORPORATIONS WITH MEMBERS AND DESIGNATING MARQUARDT VILLAGE, INC. AS THE SOLE MEMBER. 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 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. BOARD AND CEO REVIEW OF COMPARABILITY DATA AND A RELATED ENTITY DETERMINES AND PAYS THE COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENT DATA ARE AVAILABLE AND A COPY WILL BE PROVIDED UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -228,181. FORM 990, PART XII, LINE 2C: PROCESS HAS NOT CHANGED IN CURRENT YEAR. MARQUARDT MEMORIAL MANOR INC 1020 HILL ST WATERTOWN WI 53098 391126946 SKILLED NURSING FACILITY WI 501(C)3 LINE 9 MARQUARDT VILLAGE INC 0 HUS APARTMENTS INC 1020 HILL ST WATERTOWN WI 53098 391756037 SENIOR HOUSING WI 501(C)3 LINE 9 MARQUARDT VILLAGE INC 0 MORAVIAN HOMES INC 1020 HILL ST WATERTOWN WI 53098 391324889 SENIOR HOUSING WI 501(C)3 LINE 9 MARQUARDT VILLAGE INC 0 MUELLER APARTMENTS INC 1020 HILL ST WATERTOWN WI 53098 391294266 LOW INCOME HOUSING WI 501(C)3 LINE 9 MARQUARDT VILLAGE INC 0 MARQUARDT FOUNDATION INC 1020 HILL ST WATERTOWN WI 53098 391563808 FOUNDATION WI 501(C)3 LINE 7 MARQUARDT VILLAGE INC 0 MARQUARDT VILLAGE INC 1020 HILL ST WATERTOWN WI 53098 391704732 SENIOR HOUSING WI 501(C)3 LINE 9 N/A 0 MARQUARDT HOME AND COMMUNITY BASED SERVICES INC 1020 HILL ST WATERTOWN WI 53098 391940920 HOME HEALTH, HOSPICE AND EMERGENCY RESPONSE SERVICES. WI 501(C)3 LINE 9 MARQUARDT VILLAGE INC 0 0 0 1 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0