2011-11-11T16:04:18-06:00 2011-06-30 WIPFLI LLP 10000 INNOVATION DRIVE SUITE 250 MILWAUKEE WI 53226 990 2010-07-01 391647409 ZINZENDORF HALL INC ZINZ 9202610400 1148 BAYBERRY DRIVE WATERTOWN WI 530983219 JULIE MARKS 9202610400 2011-11-11 1 DAVE GLOBIG CPA 4144319300 2011-11-09 2010 2016-03-07 17:11:31Z JULIE MARKS 1020 HILL STREET WATERTOWN WI 53098 1590867 0 X N/A X 1989 WI THE ORGANIZATION'S PURPOSE IS TO PROVIDE ASSISTED LIVING FACILITIES FOR THE ELDERLY. 14 14 0 14 0 0 0 0 1696508 1529112 23662 36949 0 0 1720170 1566061 0 0 0 0 927888 971341 0 0 0 649708 633199 1577596 1604540 142574 -38479 3078638 3347081 1234152 1181495 1844486 2165586 THE ORGANIZATION'S PURPOSE IS TO PROVIDE ASSISTED LIVING FACILITIES FOR THE ELDERLY. 0 0 1367970 1529112 PROVIDED CARE TO A TOTAL OF 54 INDIVIDUALS AND PROVIDED $90,000 IN CHARITY CARE. 40% OF TOTAL RESIDENTS WERE CHARITY OR MEDICAID. 1367970 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 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 0 0 1 0 0 0 0 1 0 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 INC 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 1504173 1504173 AFFILIATED EXEMPT 623990 24939 24939 1529112 36277 36277 25478 24806 672 672 672 1566061 1529112 0 36949 899724 776414 123310 6144 5302 842 65473 56500 8973 15068 15068 4150 4150 10994 10994 3328 3328 254889 236442 18447 73226 73226 2617 2617 46172 46172 120704 120704 15669 10618 5051 MANAGEMENT FEES 36204 36204 PURCHASED SERVICES 17908 17908 PILOT EXPENSE 17584 17584 DUES & SUBSCRIPTIONS 7428 7428 MISCELLANEOUS 7258 3772 3486 1604540 1367970 236570 0 114494 23794 53390 63607 726 5292 3045458 1667793 1491590 1377665 1404594 1864955 13844 11768 3078638 3347081 234152 243995 1000000 937500 1234152 1181495 X 1844486 2165586 1844486 2165586 3078638 3347081 X -38479 359579 X 0 1 1 X 0 X 1498516 1629947 1458997 1696508 1529112 7813080 1498516 1629947 1458997 1696508 1529112 7813080 0 0 0 7813080 78030 89515 45842 36439 36277 286103 78030 89515 45842 36439 36277 286103 1576546 1719462 1504839 1732947 1565389 8099183 0.96470 0.96140 0.03530 0.03860 X 166743 166743 1628341 844910 783431 637259 376267 260992 613115 446616 166499 1377665 CASH AND CASH EQUIVALENTS 10253 F FIXED INCOME FUNDS 273233 F EQUITY FUNDS 1581469 F 1864955 1566061 1604540 -38479 359579 359579 321100 1566061 0 1566061 0 1566061 1604540 0 1604540 0 1604540 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: ZINZENDORF IS A NONPROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "CODE") AND IS EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. ZINZENDORF IS ALSO EXEMPT FROM STATE INCOME TAXES ON THE RELATED INCOME. IN ACCORDANCE WITH FASB ASC 740, INCOME TAXES, ZINZENDORF 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. ZINZENDORF 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 0 0 0 0 0 0 0 0 0 CITY OF WATERTOWN WI REVENUE BONDS SERIES 2004 391151251 2007-03-08 1250000 REFINANCE DEBT. 0 0 0 1250000 20766 1 0 1 1 0 0 0 0 0 1 0 1 0 0 0 0 FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS OF ZINZENDORF HALL, 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., MARQUARDT MEMORIAL MANOR, 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 OF COMPARABILITY DATA. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENT DATA ARE AVAILABLE AND A COPY WILL BE PROVIDED UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 359,579. MARQUARDT MEMORIAL MANOR INC 1020 HILL ST WATERTOWN WI 53098 391126946 SKILLED NURSING FACILITY WI 501(C)3 LINE 9 0 HUS APARTMENTS INC 1020 HILL ST WATERTOWN WI 53098 391756037 SENIOR HOUSING WI 501(C)3 LINE 9 0 MORAVIAN HOMES INC 1020 HILL ST WATERTOWN WI 53098 391324889 SENIOR HOUSING WI 501(C)3 LINE 9 0 MUELLER APARTMENTS INC 1020 HILL ST WATERTOWN WI 53098 391294266 LOW INCOME HOUSING WI 501(C)3 LINE 9 0 MARQUARDT FOUNDATION INC 1020 HILL ST WATERTOWN WI 53098 391563808 FOUNDATION WI 501(C)3 LINE 7 0 MORAVIAN HOMES OF STURGEON BAY INC 1020 HILL ST WATERTOWN WI 53098 391704732 SENIOR HOUSING WI 501(C)3 LINE 9 0 MARQUARDT LIFELINE INC 1020 HILL ST WATERTOWN WI 53098 391940920 EMERGENCY RESPONSE SERVICE WI 501(C)3 LINE 9 0 0 0 1 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0