2011-01-12T14:05:26-06:00 2010-06-30 WIPFLI LLP 10000 INNOVATION DRIVE SUITE 250 MILWAUKEE WI 53226 990 2009-07-01 391563808 MARQUARDT FOUNDATION INC MARQ 9202610400 1020 HILL STREET WATERTOWN WI 530983099 Julie Marks 9202610400 2011-01-12 1 DAVE GLOBIG CPA 4144319300 2011-01-12 2009 2016-02-24 21:20:13Z Julie Marks 1020 HILL STREET WATERTOWN WI 530983099 686795 0 X n/a X 1986 WI The organization's primary exempt purpose is to raise funds for the promotion, acquisition, or operation of nursing homes, hospitals, schools, religious institutes, benevolent, charitable or educations activities or institutions of any kind affiliated with or sponsored by the western district executive board of the Moravian church. 14 14 0 0 0 0 94040 89584 0 57704 100560 -2224 -2345 149520 187799 8144 8167 0 0 0 0 3974 4213 12118 12380 137402 175419 3654740 4365203 0 3654740 4365203 To raise funds for the promotion, acquisition, or operation of nursing homes, hospitals, schools, religious institutes, benevolent, charitable, or educational activities of institutes of any kind affiliated with, or sponsored by, the Western District Executive Board of the Moravian Church. 0 0 8167 89584 PROVIDE FUNDS TO MARQUARDT MEMORIAL MANOR, INC. FOR HOSPICE AND CHAPEL PURPOSES. 8167 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 14 14 0 0 0 0 0 1 0 1 1 0 0 0 1 1 1 1 1 1 1 0 WI X MARQUARDT MEMORIAL MANOR INC 9202610400 1020 HILL STREET WATERTOWN WI 530983099 X JEROLD DOMMER 1.00 X 0 0 0 JOHN H EBERT 1.00 X 0 0 0 NELSON FISCHER 1.00 X X 0 0 0 REV JANE HARBERG 1.00 X 0 0 0 REV JAMES T HICKS 1.00 X 0 0 0 WILLIAM KIESSLING jr 1.00 X X 0 0 0 DUANE LATSCH 1.00 X 0 0 0 REV MILO LOPPNOW 1.00 X 0 0 0 RICH MOEN 1.00 X 0 0 0 DOUGLAS RABBACH 1.00 X 0 0 0 DAVID SCHOECHERT 1.00 X 0 0 0 THOMAS WENDT 1.00 X X 0 0 0 KAY WIPPERFURTH 1.00 X X 0 0 0 GLENN ZASTROW 1.00 X 0 0 0 KYRAN F CLARK 40.00 X 0 183214 21250 JULIE MARKS 40.00 X 0 92284 19059 Matthew R Mauthe 40.00 X 0 0 0 0 275498 40309 0 0 1 0 0 35464 54120 89584 124993 124993 472218 496651 -24433 -24433 -24433 0 35464 2345 -2345 -2345 187799 0 0 98215 8167 8167 2500 2500 1050 1050 DUES & SUBSCRIPTIONS 663 663 12380 8167 4213 0 37243 43401 58837 53853 1700000 2100 1049 3556560 2529338 0 37562 3654740 4365203 0 0 X 3595903 4311350 58837 53853 3654740 4365203 3654740 4365203 X 0 1 1 X 0 X 153407 165620 145064 94040 89584 647715 153407 165620 145064 94040 89584 647715 103352 544363 160676 269800 193426 57704 100560 782166 1429881 0.38070 0.37940 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 money market 14041 F equity funds 2068642 F fixed income funds 446655 F 2529338 187799 12380 175419 558285 -23241 535044 710463 748429 558285 558285 190144 -2345 -2345 187799 37966 25586 25586 12380 0 12380 Part X: Description of Uncertain Tax Positions Under FIN 48: The Foundation adopted ASC Topic 740-10, Accounting for Uncertainty in Income Taxes, on July 1, 2009. ASC Topic 740-10 requires an organization to determine whether it's more likely than not that a tax position will be sustained upon examination on the technical merits of the position assuming the taxing authority has full knowledge of all information. If the tax position does not meet the more likely than not recognition threshold, the benefit of that position is not recognized in the financial statements. The Foundation recorded no assets or liabilities related to uncertain tax positions. Tax returns for the years ended June 30, 2007, 2008, and 2009 remain subject to examination by the applicable taxing authorities. Part XII, Line 4b - Other Adjustments: Direct Fundraising Expenses: -2345. Part XIII, Line 2d - Other Adjustments: INVESTMENT MANAGEMENT FEES: 23241. Direct Fundraising Expenses: 2345. X WI Christmas 12631 12631 1040 Promise 22833 22833 1305 35464 35464 2345 2345 33119 0 MARQUARDT MEMORIAL MANOR INC 1020 HILL STREET WATERTOWN WI 530983099 8167 Provide funds to Marquardt Memorial Manor, Inc. for Hospice. 1 X X 0 0 0 0 0 0 0 0 0 KYRAN F CLARK 0 183214 0 0 0 0 0 3560 0 17690 0 204464 0 0 Form 990, Part VI, Section A, line 7a The Board of Directors of Marquardt Foundation, Inc. shall consist of a maximum of 21 individuals, 5 are elected by the District Synod of the Western District of the Moravian Church in America, 1 shall be the President of the Western District Executive Board of the Moravian Church who shall be an ex-officio member with voting privileges and up to 15 to be appointed by the Marquardt Memorial Manor, Inc. Board of Directors. These board members are also members of the Boards of Directors of Mueller Apartments, Inc., Moravian Homes, Inc., Hus Apartments, Inc., Zinzendorf Hall, Inc., Marquardt Memorial Manor, Inc., Moravian Homes of Sturgeon Bay, Inc., and Marquardt Lifeline, Inc. Form 990, Part VI, Section B, line 11 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. Form 990, Part VI, Section B, line 15 Board and CEO review comparability data. Form 990, Part VI, Section C, line 19 Governing documents, conflict of interest policy, and financial statements will be provided upon request. Marquardt Memorial Manor Inc 1020 Hill Street Watertown WI 53098 391126946 Skilled Nursing Facility WI 501(c)3 Line 9 Zinzendorf Hall Inc 1020 Hill Street Watertown WI 53098 391647409 Assisted Living WI 501(c)3 Line 9 Hus Apartments Inc 1020 Hill Street Watertown WI 53098 391756037 Senior Housing WI 501(c)3 Line 9 Moravian Homes Inc 1020 Hill Street Watertown WI 53098 391324889 Senior Housing WI 501(c)3 Line 9 Mueller Apartments Inc 1020 Hill Street Watertown WI 53098 391294266 Low Income Housing WI 501(c)3 Line 9 Moravian Homes of Sturgeon Bay Inc 1020 Hill Street Watertown WI 53098 391704732 Senior Housing WI 501(c)3 Line 9 Marquardt Lifeline Inc 1020 Hill Street Watertown WI 53098 391940920 Emergency Response Service WI 501(c)3 Line 9 0 1 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 Marquardt Memorial Manor Inc B 8167 Hus Apartments Inc D 1700000