2013-02-08T17:23:45-06:00 2012-06-30 390758449 WIPFLI LLP 10000 INNOVATION DRIVE SUITE 250 MILWUAKEE WI 53226 990 2011-07-01 391294266 MUELLER APARTMENTS INC MUEL 9202610400 1020 HILL STREET WATERTOWN WI 530983099 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 530983099 1810717 0 X N/A X 1978 WI THE ORGANIZATION'S EXMEMPT PURPOSE IS TO PROVIDE LOW INCOME HOUSING FOR THE ELDERLY. 7 7 0 25 0 0 0 158 1077334 1077235 13745 86426 0 0 1091079 1163819 0 0 0 0 233699 215270 0 0 0 839434 733833 1073133 949103 17946 214716 2374966 2359950 2036171 1856050 338795 503900 CARING FOR THE ELDERLY AND HANDICAPPED IN A CHRISTIAN ENVIRONMENT. 0 0 727007 922778 LOW INCOME HOUSING FOR 115 ELDERLY INDIVIDUALS AND OPERATION OF SENIOR CENTER BENEFITING 600 INDIVIDUALS. 727007 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 0 1 2 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 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 0 158 158 APARTMENT RENTALS 623990 922778 922778 ACTIVITY CENTER INCOME 623990 136561 136561 RESIDENT SERVICES 623990 17896 17896 1077235 20931 20931 712393 646898 65495 65495 65495 1163819 922778 0 240883 172971 126675 46296 28156 20955 7201 14143 10592 3551 55500 55500 25611 25611 4300 4300 4203 4203 73738 65126 8612 1290 1290 59371 53200 6171 123723 123723 2071 2071 86230 86230 163837 132511 31326 19462 19462 LIFELINE OF WATERTOWN 41208 41208 73289 66787 6502 949103 727007 222096 0 24805 350 4051 3644 2491 224 1061 690 6354 6759 5001518 3558461 1563207 1443057 732761 725239 40236 179987 2374966 2359950 94268 54230 1777984 1676626 163919 125194 2036171 1856050 X 338795 503900 338795 503900 2374966 2359950 X 214716 -49611 X X 0 1 1 X 1 1 X 158 158 1016650 1041028 1016919 1077334 922778 5074709 154457 154457 1016650 1041028 1016919 1077334 1077393 5229324 0 0 0 5229324 31130 24244 16827 13540 20931 106672 31130 24244 16827 13540 20931 106672 1047780 1065272 1033746 1090874 1098324 5335996 0.98000 0.97900 0.02000 0.02100 X 74546 74546 4078655 2922280 1156375 563485 426472 137013 284832 209709 75123 1443057 DEFERRED FINANCE CHARGES 6203 TENANT SECURITY DEPOSITS 32305 INTERCOMPANY RECEIVABLE 141479 179987 SECURITY DEPOSITS 32305 INTEREST RATE SWAP AGREEMENT 92889 125194 1163819 949103 214716 -90152 40541 -49611 165105 1114208 -90152 40541 -49611 1163819 0 1163819 949103 0 949103 0 949103 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 XI, LINE 8 - OTHER ADJUSTMENTS: CHANGE IN FAIR VALUE OF INTEREST RATE SWAP AGREEMENT 40,541. PART XII, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN FAIR VALUE OF INTEREST SWAP AGREEMENT 40,541. 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 WISCONSIN REVENUE BONDS SERIES 2004 391151251 2004-04-01 2375000 REFUNDING PRIOR YEAR ISSUE OF 11/30/99 0 0 0 698374 2375000 40000 390674 1944326 2005 1 0 1 1 0 0 0 0 0.00000 0.00000 0.00000 1 0 1 1 JP MORGAN 10.000000000000 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 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 5: NET UNREALIZED LOSSES ON INVESTMENTS: -90,152. CHANGE IN FAIR VALUE OF INTEREST RATE SWAP AGREEMENT 40,541. TOTAL TO FORM 990, PART XI, LINE 5: -49,611. FORM 990, PART XII, LINE 2C: PROCESS HAS NOT CHANGED IN THE CURRENT 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 1 0 1 0 0 0 0 0 0 1 0 1 1 0 0 0