2011-11-11T16:04:18-06:00 2011-06-30 WIPFLI LLP 10000 INNOVATION DRIVE SUITE 250 MILWAUKEE WI 53226 990 2010-07-01 391324889 MORAVIAN HOMES INC MORA 9202610400 1020 HILL STREET WATERTOWN WI 530983099 JULIE MARKS 9202610400 2011-11-11 1 DAVE GLOBIG CPA 4144319300 2011-11-09 2010 2016-02-24 21:20:13Z JULIE MARKS 1020 HILL STREET WATERTOWN WI 530983099 569366 0 X N/A X 1978 WI THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE IS TO PROVIDE HOUSING TO THE ELDERLY. 14 14 0 14 0 0 0 0 590107 548231 13817 10850 0 0 603924 559081 0 0 0 0 80528 90263 0 0 0 621485 675772 702013 766035 -98089 -206954 3523998 3061664 4740296 4364148 -1216298 -1302484 PROVIDE HOUSING FOR THE ELDERLY. 0 0 660291 548231 HOUSING FOR THE ELDERLY BENEFITING 108 INDIVIDUALS. 660291 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 5 0 1 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 1 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X MARQUARDT MEMORIAL MANOR 9202610400 1020 HILL STREET WATERTOWN WI 530983099 JOHN H EBERT 1.00 X 0 0 0 REV JANE HARBERG 1.00 X 0 0 0 REV JAMES T HICKS 1.00 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 TOM KASTEN 1.00 X 0 0 0 DAVID SCHOECHERT 1.00 X 0 0 0 GLENN ZASTROW 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 98844 21400 MATTHEW R MAUTHE 40.00 X 0 87469 20727 0 186313 42127 0 0 0 0 0 APARTMENT RENTALS 623990 452181 452181 ACCOMODATION FEES 623990 96050 96050 548231 11397 11397 9338 400 9092 1193 246 -793 -547 -547 559081 548231 0 10850 70691 27026 43665 11570 4423 7147 8002 3059 4943 7322 7322 3750 3750 3281 3281 20369 20369 108504 106398 2106 60199 60199 205116 205116 17852 17852 APARTMENT REFURBISHING 69217 69217 ACTIVITY CENTER 57317 57317 PILOT EXPENSE 46901 46901 PURCHASED SERVICES 27765 27765 PROPERTY LEASE 19500 19500 28679 13001 15678 766035 660291 105744 0 16325 547 5571 695 974 2664 6782857 4089154 2850605 2693703 650523 364055 3523998 3061664 42996 86023 310550 323875 4386750 3954250 4740296 4364148 X -1216298 -1302484 -1216298 -1302484 3523998 3061664 X -206954 120768 X 0 1 1 X 0 X 543228 539121 579902 590107 548231 2800589 543228 539121 579902 590107 548231 2800589 0 0 0 2800589 65548 62475 27568 19263 11397 186251 65548 62475 27568 19263 11397 186251 608776 601596 607470 609370 559628 2986840 0.93760 0.92490 0.06240 0.07510 X 39599 39599 4943379 2554720 2388659 1353226 1141678 211548 424965 388394 36571 21688 4362 17326 2693703 CASH & EQUIVALENTS 2001 F FIXED FUNDS 53337 F EQUITY FUNDS 308717 F 364055 APPLICATION FEES 5500 REFUNDABLE ACCOMODATION FEES 3948750 3954250 559081 766035 -206954 120768 120768 -86186 679849 120768 120768 559081 0 559081 766035 0 766035 0 766035 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: MORAVIAN IS A NONPROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ("CODE") AND IS EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. MORAVIAN IS ALSO EXEMPT FROM STATE INCOME TAXES ON THE RELATED INCOME. IN ACCORDANCE WITH FASB ASC 740, INCOME TAXES, MORAVIAN 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. MORAVIAN HAS RECORDED NO ASSETS OR LIABILITIES RELATED TO UNCERTAIN TAX POSITIONS. TAX RETURNS FOR THE YEAR ENDED JUNE 30, 2008 AND ALL SUBSEQUENT YEARS REMAIN SUBJECT TO EXAMINATION BY THE APPLICABLE TAXING AUTHORITIES. X X X X 0 0 0 0 0 0 0 0 0 FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS OF MORAVIAN HOMES, 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., MARQUARDT MEMORIAL MANOR, INC., HUS APARTMENTS, INC., ZINZENDORF HALL, INC., MARQUARDT FOUNDATION, 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 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 120,768. ZINZENDORF HALL INC 1020 HILL STREET WATERTOWN WI 53098 391647409 ASSISTED LIVING WI 501(C)3 LINE 9 0 HUS APARTMENTS INC 1020 HILL STREET WATERTOWN WI 53098 391756037 SENIOR HOUSING WI 501(C)3 LINE 9 0 MARQUARDT MEMORIAL MANOR INC 1020 HILL STREET WATERTOWN WI 53098 391126946 SKILLED NURSING FACILITY WI 501(C)3 LINE 9 0 MUELLER APARTMENTS INC 1020 HILL STREET WATERTOWN WI 53098 391294266 LOW INCOME WI 501(C)3 LINE 9 0 MARQUARDT FOUNDATION INC 1020 HILL STREET WATERTOWN WI 53098 391563808 FOUNDATION WI 501(C)3 LINE 7 0 MORAVIAN HOMES OF STURGEON BAY INC 1020 HILL STREET WATERTOWN WI 53098 391704732 SENIOR HOUSING WI 501(C)3 LINE 9 0 MARQUARDT LIFELINE INC 1020 HILL STREET WATERTOWN WI 53098 391940920 EMERGECY RESPONSE SERVICE WI 501(C)3 LINE 9 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0