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 391756037 HUS APARTMENTS INC HUSA 9202610400 1020 HILL STRET WATERTOWN WI 530983099 JULIE MARKS 9202610400 2013-02-08 1 DAVE GLOBIG CPA P01356041 4144319300 2013-02-06 2011 2016-02-25 16:41:14Z X JULIE MARKS 1020 HILL STREET WATERTOWN WI 53098 1166882 0 X N/A X 1992 WI PROVIDE HOUSING FOR THE ELDERLY. 7 7 0 15 0 0 0 188 1297270 1163690 3213 3004 1700000 0 3000483 1166882 0 0 0 0 473467 383353 0 0 249 1160986 1136905 1634453 1520258 1366030 -353376 6691106 6212178 6801113 6675561 -110007 -463383 PROVIDE HOUSING AND SUPPORTIVE HOME CARE SERVICES TO THE ELDERLY. 0 0 1377132 1163690 HOUSING FOR THE ELDERLY TOTALING 150 PERSONS. 1377132 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 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 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 1 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 TOM KASTEN 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 0 188 188 APARTMENT RENTALS 623990 956238 956238 SUPPORTIVE HOMECARE 621610 134117 134117 ACCOMODATION FEES 623990 73335 73335 1163690 3004 3004 1166882 1163690 0 3004 307549 222305 85244 3981 2866 1115 46611 33560 13051 25212 18153 7059 46356 46356 14324 14324 3900 3900 148907 148907 101616 101616 94849 83067 11782 170681 170681 1792 1792 1323 1323 379341 379341 36332 36332 PILOT EXPENSE 91420 91420 ACTIVITY CENTER 38415 38415 DUES, FEES, AND SUBSCRI 3577 3577 DATA PROCESSING 2825 2825 1247 998 249 1520258 1377132 142877 249 195300 0 12855 1463 15106 16080 12906021 6711386 6467845 6194635 6691106 6212178 164957 110455 276710 225875 6359446 6339231 6801113 6675561 X -110007 -463383 -110007 -463383 6691106 6212178 -353376 0 X X 0 1 1 X 0 X 188 188 1352420 1374032 1366216 1297270 1163690 6553628 1352420 1374032 1366216 1297270 1163878 6553816 0 0 0 6553816 -535 4550 2267 3213 3004 12499 -535 4550 2267 3213 3004 12499 1351885 1378582 1368483 1300483 1166882 6566315 0.99810 0.99210 0.00190 0.00790 X 119360 119360 11476088 5641712 5834376 885109 756360 128749 425464 313314 112150 6194635 REFUNDABLE ACCOMODATION FEES 5548068 TENANT SECURITY DEPOSITS 14185 INTERCOMPANY PAYABLE 776978 6339231 1166882 1520258 -353376 -353376 16566822 15399940 15399940 1166882 0 1166882 16153699 14633441 14633441 1520258 0 1520258 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: IN ACCORDANCE WITH FASB ASC 740, INCOME TAXES, HUS 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. HUS 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 15,399,940. PART XIII, LINE 2D - OTHER ADJUSTMENTS: EXPENSE ADJUSTMENT PER CONSOLIDATED FINANCIAL STATEMENTS 14,633,441. 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 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 COMPARABILITY DATA AND A RELATED ENTITY DETERMINES AND PAYS COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: PROCESS HAS NOT CHANGED IN CURRENT YEAR. ZINZENDORF HALL INC 1020 HILL STREET WATERTOWN WI 53098 391647409 ASSISTED LIVING WI 501(C)3 LINE 9 MARQUARDT VILLAGE INC 0 MARQUARDT MEMORIAL MANOR 1020 HILL STREET WATERTOWN WI 53098 391126946 SKILLED NURSING FACILITY 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 MUELLER APARTMENTS INC 1020 HILL STREET WATERTOWN WI 53098 391294266 LOW INCOME HOUSING 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 EMERGENCY RESPONSE SERVICES WI 501(C)3 LINE 9 MARQUARDT VILLAGE INC 0 0 0 1 0 0 1 0 0 1 0 0 0 1 0 1 1 0 0