2011-01-12T14:05:26-06:00 2010-06-30 WIPFLI LLP 10000 INNOVATION DRIVE SUITE 250 MILWUAKEE WI 53226 990 2009-07-01 391294266 MUELLER APARTMENTS INC MUEL 9202610400 1121 HIGHLAND AVENUE WATERTOWN WI 530983256 Julie Marks 9202610400 2011-01-12 1 DAVE GLOBIG CPA 4144319300 2011-01-12 2009 2016-02-24 21:20:13Z Julie Marks 1121 HIGHLAND AVENUE WATERTOWN WI 530983256 1093971 0 X N/A X 1978 WI THE ORGANIZATION'S EXMEMPT PURPOSE IS TO PROVIDE LOW INCOME HOUSING FOR THE ELDERLY. 14 14 0 100 0 0 0 1041008 1016919 20327 13711 0 1061335 1030630 0 0 205850 215278 0 0 848739 837138 1054589 1052416 6746 -21786 2389982 2300667 2217160 2144643 172822 156024 Provide low income housing for the elderly. 0 0 863663 1016919 Low income housing for 110 elderly individuals and operation of Senior Center benefiting 600 individuals. 863663 1 0 0 0 0 0 0 0 0 1 1 0 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 1 1 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 Julie Marks 40.00 X 0 92284 19059 Matthew R Mauthe 40.00 X 0 0 0 Kyran F Clark 40.00 X 0 183214 21250 0 275498 40309 0 0 1 0 0 APARTMENT RENTALS 623990 804020 804020 ACTIVITY CENTER INCOME 623990 196093 196093 RESIDENT SERVICES 623990 16806 16806 1016919 16827 16827 60225 63341 -3116 -3116 -3116 1030630 1016919 0 13711 173155 127705 45450 27555 19492 8063 14568 10660 3908 4100 4100 2413 2413 958 958 75253 66574 8679 116551 116551 2864 2864 94828 94828 162571 131812 30759 13295 13295 PURCHASED SERVICES 106575 98548 8027 MANAGEMENT FEE 51300 51300 ACTIVITY CENTER EXPENSE 49496 49496 APARTMENT REFURBISHMENT 38620 38620 LIFELINE OF WATERTOWN 36360 36360 81954 73017 8937 1052416 863663 188753 0 15252 54489 11580 2133 300000 825 827 10396 576 4924696 3240117 1788351 1684579 210698 516524 52880 41539 2389982 2300667 83115 79373 1966496 1874568 167549 190702 2217160 2144643 X 172822 156024 172822 156024 2389982 2300667 X 0 1 1 X 0 X 946310 985780 1016650 1041028 1016919 5006687 946310 985780 1016650 1041028 1016919 5006687 0 0 0 5006687 15590 24406 31130 24244 16827 112197 15590 24406 31130 24244 16827 112197 961900 1010186 1047780 1065272 1033746 5118884 0.97810 0.97930 0.02190 0.02070 X 74546 74546 4039352 2672793 1366559 533584 377011 156573 277214 190313 86901 1684579 Cash and cash equivalents 2867 F Fixed funds 91213 F Equity funds 422444 F 516524 SECURITY DEPOSITS 28248 Interest Rate Swap Agreement 162454 190702 1030630 1052416 -21786 29494 -24506 4988 -16798 981133 -49497 -49497 1030630 0 1030630 1002919 0 1002919 49497 49497 1052416 Part X: Description of Uncertain Tax Positions Under FIN 48: The Corporation 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 Corporation 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 XI, Line 8 - Other Adjustments: CHANGE IN FAIR VALUE OF INTEREST RATE SWAP AGREEMENT: -24506. Part XII, Line 2d - Other Adjustments: Gross Activity Center Fees: -49497. Part XIII, Line 4b - Other Adjustments: GROSS ACTIVITY CENTER FEES: 49497. 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 City of Watertown Wisconsin Revenue Bonds Series 2004 391151251 2004-04-01 2375000 Refinance Debt 0 0 2375000 35442 395232 2005 1 0 1 1 0 0 0 0 0 1 0 1 1 JP Morgan 10.000000000000 0 0 0 Form 990, Part VI, Section A, line 7a The Board of Directors of Mueller Apartments, 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 Marquardt Memorial Manor, Inc., Moravian Homes, 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 makes its governing documents, conflict of interest policy, and financial statements available available upon request. 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 Marquardt Memorial Manor Inc 1020 Hill Street Watertown WI 53098 391126946 Skilled Nursing Facility WI 501(c)3 Line 9 Marquardt Foundation Inc 1020 Hill Street Watertown WI 53098 391563808 Foundation WI 501(c)3 Line 7 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 Emergecy Response Service WI 501(c)3 Line 9 Moravian Homes Inc 1020 Hill Street Watertown WI 53098 391324889 Senior Housing WI 501(c)3 Line 9 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 Hus Apartments D 375000 Marquardt Memorial Manor Inc N 51300 Moravian Homes M 55686 HUS Apartments N 43309