ILLUMINUS FOUNDATION INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- ILLUMINUS FOUNDATION INC (EIN 39-1563808)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2011-11-11
- IRS object ID
- 201123159349303657
- Schema version
- 2010v3.4
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule N
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-11-11T16:04:18-06:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WIPFLI LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10000 INNOVATION DRIVE SUITE 250 | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 53226 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391563808 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARQUARDT FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MARQ | NameControl |
| Phone | 9202610400 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1020 HILL STREET | AddressLine1 |
| City | WATERTOWN | City |
| State | WI | State |
| ZIP Code | 530983099 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JULIE MARKS | Name |
| Title | CFO | Title |
| Phone | 9202610400 | Phone |
| Date Signed | 2011-11-11 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVE GLOBIG CPA | Name |
| Phone | 4144319300 | Phone |
| Date Prepared | 2011-11-09 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JULIE MARKS | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1020 HILL STREET | AddressLine1 |
| City | WATERTOWN | City |
| State | WI | State |
| ZIP Code | 530983099 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 342315 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | N/A | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1986 | YearFormation |
| State Legal Domicile | WI | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 14 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 14 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 14 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 89584 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 208706 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 100560 | InvestmentIncomePriorYear |
| Investment Income Current Year | 84640 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -2345 | OtherRevenuePriorYear |
| Other Revenue Current Year | -6767 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 187799 | TotalRevenuePriorYear |
| Total Revenue Current Year | 286579 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 8167 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 5377 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 43527 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 4213 | OtherExpensePriorYear |
| Other Expenses Current Year | 1740707 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 12380 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1789611 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 175419 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -1503032 | RevenuesLessExpensesCY |
| Total Assets BOY | 4365203 | TotalAssetsBOY |
| Total Assets EOY | 3520978 | TotalAssetsEOY |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 12506 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 4365203 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 3508472 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 1705377 | Expense |
| Revenue | 176976 | Revenue |
| Description | PROVIDE FUNDS TO MARQUARDT MEMORIAL MANOR, INC. FOR HOSPICE AND CHAPEL PURPOSES. | Description |
| Total Program Service Expense | 1705377 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 1 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 14 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 14 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARQUARDT MEMORIAL MANOR INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9202610400 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1020 HILL STREET | AddressLine1 |
| City | WATERTOWN | City |
| State | WI | State |
| ZIP Code | 530983099 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (16 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| JOHN H EBERT | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| REV JANE HARBERG | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| REV JAMES T HICKS | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| DUANE LATSCH | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| REV MILO LOPPNOW | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| RICH MOEN | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| DOUGLAS RABBACH | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| TOM KASTEN | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| DAVID SCHOECHERT | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| GLENN ZASTROW | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| NELSON FISCHER | ||||||
| ASST SECRETARY/TREAS | 1.00 | X | 0 | 0 | 0 | X |
| WILLIAM KIESSLING JR | ||||||
| PRESIDENT | 1.00 | X | 0 | 0 | 0 | X |
| THOMAS WENDT | ||||||
| SECRETARY/TREASURER | 1.00 | X | 0 | 0 | 0 | X |
| KAY WIPPERFURTH | ||||||
| VICE PRESIDENT | 1.00 | X | 0 | 0 | 0 | X |
| JULIE MARKS | ||||||
| CFO | 40.00 | 0 | 98844 | 21400 | X | |
| MATTHEW R MAUTHE | ||||||
| CEO | 40.00 | 0 | 87469 | 20727 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 186313 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 42127 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 31730 | FundraisingEvents |
| All Other Contributions | 176976 | AllOtherContributions |
| Total Contributions | 208706 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 83314 | TotalRevenueColumn |
| Exclusion | $83,314 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 50295 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 48969 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1326 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1326 | TotalRevenueColumn |
| Exclusion | $1,326 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 0 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 31730 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 6767 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -6767 | TotalRevenueColumn |
| Exclusion | -$6,767 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 286579 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $77,873 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5377 | Total |
| Program Services | 5377 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 36669 | Total |
| Management And General | 36669 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6858 | Total |
| Management And General | 6858 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7940 | Total |
| Management And General | 7940 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2550 | Total |
| Management And General | 2550 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 225 | Total |
| Management And General | 225 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5845 | Total |
| Management And General | 5845 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 398 | Total |
| Management And General | 398 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2757 | Total |
| Management And General | 2757 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1050 | Total |
| Management And General | 1050 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| FORGIVENESS OF DEBT TO | 1700000 | 1700000 | |
| BAD DEBT EXPENSE | 16028 | 16028 | |
| MISCELLANEOUS | 2856 | 2856 | |
| DUES & SUBSCRIPTIONS | 1058 | 1058 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1789611 | Total |
| Program Services | 1705377 | ProgramServices |
| Management And General | 84234 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43401 | BOY |
| EOY | 103972 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 53853 | BOY |
| EOY | 22793 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1700000 | BOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1049 | BOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 12405 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 2757 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 9648 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2529338 | BOY |
| EOY | 3384565 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37562 | BOY |
| EOY | 0 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4365203 | BOY |
| EOY | 3520978 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 297 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 12209 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 12506 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4311350 | BOY |
| EOY | 3464041 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 53853 | BOY |
| EOY | 44431 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4365203 | BOY |
| EOY | 3508472 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4365203 | BOY |
| EOY | 3520978 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -1503032 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 646301 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 165620 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 145064 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 94040 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 89584 | CurrentTaxYearMinus1Year |
| Current Tax Year | 176976 | CurrentTaxYear |
| Total | 671284 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 165620 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 145064 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 94040 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 89584 | CurrentTaxYearMinus1Year |
| Current Tax Year | 176976 | CurrentTaxYear |
| Total | 671284 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 164191 | AmountsSubstContributorsTotal |
| Public Support Total170 | 507093 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 269800 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 193426 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 57704 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 100560 | CurrentTaxYearMinus1Year |
| Current Tax Year | 83314 | CurrentTaxYear |
| Total | 704804 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 1376088 | TotalSupport |
| Public Support Pertcentage170 | 0.36850 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.38070 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 12405 | OtherCostOrOtherBasis |
| Depreciation | 2757 | Depreciation |
| Book Value | 9648 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 9648 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (3 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| MONEY MARKET | 18607 | F |
| EQUITY FUNDS | 495870 | F |
| FIXED INCOME FUNDS | 2870088 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 3384565 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ACCRUED WAGES | $4,093 |
| PAYABLE TO RELATED PARTIES | $8,116 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 12209 | TotalOfAmounts |
| Total Revenue | 286579 | TotalRevenue |
| Total Expenses | 1789611 | TotalExpenses |
| Excess Or Deficit For Year | -1503032 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 666624 | NetUnrealizedGLOnInvestments |
| Investment Expenses | -20323 | InvestmentExpenses |
| Total Adjustments | 646301 | TotalAdjustments |
| Excess Or Deficit Per FS | -856731 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 959970 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 666624 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 666624 | RevenueNotRptdF990 |
| Revenue Subtotal | 293346 | RevenueSubtotal |
| Other Revenues Not Included | -6767 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -6767 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 286579 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1816701 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 27090 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 27090 | ExpensesNotRptdF990 |
| Expenses Subtotal | 1789611 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 1789611 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | MARQUARDT FOUNDATION, INC., 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. THE FOUNDATION IS ALSO EXEMPT FROM STATE INCOME TAX ON THE RELATED INCOME. IN ACCORDANCE WITH FASB ASC 740, INCOME TAXES, THE FOUNDATION 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 FOUNDATION 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. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | DIRECT FUNDRAISING EXPENSES -6,767. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | INVESTMENT MANAGEMENT FEES 20,323. DIRECT FUNDRAISING EXPENSES 6,767. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Agreement Ref Fundraising | 0 | AgreementRefFundraising |
| Licensed States | WI | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | CHRISTMAS | NameOfEvent1 |
| Gross Receipts Event1 | 10179 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 10179 | CharitableContributionsEvent1 |
| Other Direct Expenses Event1 | 2175 | OtherDirectExpensesEvent1 |
| Name Of Event2 | PROMISE | NameOfEvent2 |
| Gross Receipts Event2 | 16090 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 16090 | CharitableContributionsEvent2 |
| Other Direct Expenses Event2 | 1266 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 1 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 5461 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 5461 | CharitableContribOtherEvents |
| Other Direct Expenses Other Events | 3326 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 31730 | GrossReceiptsTotal |
| Charitable Contributions Total | 31730 | CharitableContributionsTotal |
| Other Direct Expenses Total Events | 6767 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 6767 | DirectExpenseSummaryEvents |
| Net Income Summary | -6767 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 0 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARQUARDT MEMORIAL MANOR INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1020 HILL STREET | AddressLine1 |
| City | WATERTOWN | City |
| State | WI | State |
| ZIP Code | 530983099 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amount Of Cash Grant | 5377 | AmountOfCashGrant |
| Purpose Of Grant | PROVIDE FUNDS TO MARQUARDT MEMORIAL MANOR, INC. FOR HOSPICE. | PurposeOfGrant |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | X | IndependentConsultant |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Schedule N IRS990ScheduleN
Disposition Table DispositionTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | FORGIVENESS OF DEBT | DescriptionOfAsset |
| Date Of Distribution | 2011-06-30 | DateOfDistribution |
| FMV Of Asset | 1700000 | FMVOfAsset |
| Method Of FMV Determination | BOOK VALUE DEBT OUTSTANDING | MethodOfFMVDetermination |
| EIN | 391756037 | EIN |
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HUS APARTMENTS INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1141 HUS DRIVE | AddressLine1 |
| City | WATERTOWN | City |
| State | WI | State |
| ZIP Code | 530983257 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRC Section | 501(C)(3) | IRCSection |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Director Of Successor2 | 0 | DirectorOfSuccessor2 |
| Employee Of Successor2 | 0 | EmployeeOfSuccessor2 |
| Owner Of Successor2 | 0 | OwnerOfSuccessor2 |
| Receive Compensation2 | 0 | ReceiveCompensation2 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| 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. | |
| 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 12C | |
| BOARD AND CEO REVIEW COMPARABILITY DATA. | FORM 990, PART VI, SECTION B, LINE 15 | |
| GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS WILL BE PROVIDED UPON REQUEST. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 666,624. INVESTMENT EXPENSES: -20,323. TOTAL TO FORM 990, PART XI, LINE 5: 646,301. | FORM 990, PART XI, LINE 5: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (7 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|
| MARQUARDT MEMORIAL MANOR INC | |||||||||
| 1020 HILL STREET | WATERTOWN | WI | 53098 | 391126946 | SKILLED NURSING FACILITY | WI | 501(C)3 | LINE 9 | 0 |
| 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 |
| MORAVIAN HOMES INC | |||||||||
| 1020 HILL STREET | WATERTOWN | WI | 53098 | 391324889 | SENIOR HOUSING | WI | 501(C)3 | LINE 9 | 0 |
| MUELLER APARTMENTS INC | |||||||||
| 1020 HILL STREET | WATERTOWN | WI | 53098 | 391294266 | LOW INCOME HOUSING | WI | 501(C)3 | LINE 9 | 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 | EMERGENCY RESPONSE SERVICE | WI | 501(C)3 | LINE 9 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 1 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
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