2026-09-10T09:28:27-05:00 2025-12-31 410746749 CLIFTONLARSONALLEN LLP 2689 COMMERCE DRIVE NW SUITE 201 ROCHESTER MN 55901 990 2025-01-01 390832605 MORROW MEMORIAL HOME FOR THE AGED INC MORR 6082693168 331 SOUTH WATER STREET SPARTA WI 54656 DANIEL MEYER CHIEF EXECUTIVE OFFICER 6082693168 2026-09-09 1 KATHERINE LUTZKE CPA P01760889 5072802300 2026-09-09 2025 MORROW HOME COMMUNITY DANIEL MEYER 331 SOUTH WATER STREET SPARTA WI 54656 17114929 0 X WWW.MORROWHOME.ORG X 1917 WI NURSING FACILITY, ASSISTED LIVING UNITS, INDEPENDENT HOUSING, COMMUNITY RESIDENTIAL FACILITY. 18 18 358 50 0 0 252687 129043 13443136 15914300 265680 218157 659193 727659 14620696 16989159 0 0 0 0 9004189 9133373 0 0 0 4802098 5498938 13806287 14632311 814409 2356848 29782888 31542233 17934371 16700865 11848517 14841368 X MORROW MEMORIAL HOME FOR THE AGED, INC. OWNS AND OPERATES AN 80-BED NURSING FACILITY, A FACILITY WITH 22 INDEPENDENT APARTMENTS WITH SERVICES KNOWN AS PARKVIEW, A 24-UNIT RESIDENTIAL CARE APARTMENT COMPLEX (RCAC) KNOWN AS MARYCREST, A 40-UNIT COMMUNITY BASED RESIDENTIAL FACILITY (CBRF) KNOWN AS BRIDGEPATH, AND A 36-UNIT RCAC KNOWN AS CREEKSIDE IN SPARTA, WISCONSIN. 0 0 12791090 0 15914300 NURSING HOME SERVICES: PROVIDE SKILLED AND INTERMEDIATE NURSING CARE SERVICES FOR PRIVATE PAY, MEDICARE, AND MEDICAID PATIENTS. CONGREGATE LIVING SERVICES: PROVIDE INDEPENDENT LIVING SERVICES FOR THE ELDERLY. OWNS AND OPERATES AN 80-BED NURSING FACILITY, A FACILITY WITH 22 INDEPENDENT APARTMENTS WITH SERVICES KNOWN AS PARKVIEW, A 24-UNIT RESIDENTIAL CARE APARTMENT COMPLEX (RCAC) KNOWN AS MARYCREST, A 40-UNIT COMMUNITY BASED RESIDENTIAL FACILITY (CBRF) KNOWN AS BRIDGEPATH, AND A 36-UNIT RCAC KNOWN AS CREEKSIDE IN SPARTA, WISCONSIN. 12791090 1 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 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 24 0 358 1 0 0 0 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X DANIEL MEYER 6082693168 331 SOUTH WATER STREET SPARTA WI 54656 DEB SMITH PRESIDENT 1.00 X X 0 0 0 PETE FOSS VICE PRESIDENT 2.00 X X 0 0 0 BRYAN SIMONSON TREASURER 1.00 X X 0 0 0 SUZANNE HOFFMAN SECRETARY 1.00 X X 0 0 0 GARY EDWARDS FINANCE/PERSONNEL COMMITTEE 0.50 X 0 0 0 CHERYL WEBER FINANCE/PERSONNEL COMMITTEE 0.50 X 0 0 0 PEGGY WRIGHT FINANCE/PERSONNEL COMMITTEE 1.00 X 0 0 0 TODD FAHNING PROPERTY/DEVELOPMENT COMMITTEE 1.00 X 0 0 0 ROB MUBARACK PROPERTY/DEVELOPMENT COMMITTEE 1.00 X 0 0 0 DEB PAGE PROPERTY/DEVELOPMENT COMMITTEE 0.50 X 0 0 0 TONI POLKOSKI RESIDENT SERVICES CHAIR 2.00 X 0 0 0 PAM PHIPPS RESIDENT SERVICES COMMITTEE 1.00 X 0 0 0 DARRELL ZIETLOW RESIDENT SERVICES COMMITTEE 1.00 X 0 0 0 PASTOR LORETTA WAUGHTAL RESIDENT SERVICES COMMITTEE 1.00 X 0 0 0 PASTOR LOURDES MAGALHAES REVEREND 1.00 X 0 0 0 MARTY WALLEY RESIDENT SERVICES COMMITTEE 1.00 X 0 0 0 DANIEL MEYER CHIEF EXECUTIVE OFFICER 40.00 X 235858 0 90704 NIKKI SUND CFO 40.00 X 121915 0 134975 MALLORY YORK KEMNITZ DIRECTOR OF NURSING 40.00 X 131163 0 77677 JENNIFER BRIESKE NURSING HOME ADMIN 40.00 X 138958 0 56393 TARA BLUNDON RN 40.00 X 105763 0 73507 MEGAN SEICHTER ASST LIVING DIRECTOR 40.00 X 100778 0 57954 834435 0 491210 6 0 1 0 SELECT REHABILITATION LLC PO BOX 71985 CHICAGO IL 60694 CONTRACTED THERAPY SERVICES 654866 GRAPETREE MEDICAL STAFFING LLC PO BOX 5340 SIOUX FALLS SD 57117 CONTRACT STAFFING SERVICES 251579 3RT NETWORK LLC 103 LEONARD ST SOUTH WEST SALEM WI 54669 IT 143518 PRIMETIME HEALTHCARE LLC PO BOX 3544 OMAHA NE 68103 CONTRACT STAFFING SERVICES 111281 4 129043 129043 RESIDENT REVENUE 623000 12030178 12030178 ADVANCED MEMORY CARE 623000 1415562 1415562 APARTMENT REVENUE 623000 1235140 1235140 ASSISTED LIVING 623000 1233420 1233420 15914300 220095 220095 1938 -1938 -1938 -1938 136353 123832 12521 12521 BED RENTAL 900099 413150 413150 OTHER REVENUE 900099 284031 284031 MEALS INCOME 900099 17957 17957 715138 16989159 15914300 0 945816 583454 291727 291727 7340154 6474357 865797 57318 54930 2388 612112 605865 6247 540335 467006 73329 1066 1066 24134 24134 652506 492758 159748 37030 37030 9722 2651 7071 311540 311540 10716 6229 4487 429826 429826 1638916 1638916 211782 211782 FOOD COSTS 826459 826459 SUPPLIES 711564 666217 45347 OTHER ANCILLARY EXPENSE 694904 694904 BED SURCHARGE 163200 163200 -224427 -335495 111068 14632311 12791090 1841221 0 766572 586517 369998 1277951 930159 1414800 17543 17543 37840450 16616848 20512710 21223602 7169574 7002923 16332 18897 29782888 31542233 1664390 930553 16176858 15661226 93123 109086 17934371 16700865 X 11848517 14841368 11848517 14841368 29782888 31542233 2356848 636003 0 X 0 1 X 1 0 X 916080 704828 141338 252687 129043 2143976 10612843 11251373 12816590 13443136 15914300 64038242 216248 267060 922304 739246 715138 2859996 11745171 12223261 13880232 14435069 16758481 69042214 0 0 0 69042214 123403 153423 188409 256716 220095 942046 123403 153423 188409 256716 220095 942046 87864 93767 102530 112128 136353 532642 11956438 12470451 14171171 14803913 17114929 70516902 0.97910 0.98040 0.01340 0.01210 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2021 AMOUNT: $ 87,864. 2022 AMOUNT: $ 93,767. 2023 AMOUNT: $ 102,530. 2024 AMOUNT: $ 112,128. 2025 AMOUNT: $ 136,353. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 612747 612747 31782200 13285858 18496342 4025080 2679655 1345425 1420423 651335 769088 21223602 CO-OP OIL STOCK CERTIFICATE 1071 C NORTHWEST MUTUAL 6963289 F PARETO SHARES 37983 C EMPLOYER HEALTH CARE ALLIANCE 580 C 7002923 SECURITY DEPOSITS 95962 RESIDENT TRUST FUNDS 13124 109086 X 17625175 636016 636016 16989159 0 16989159 14632311 0 14632311 0 14632311 PART X, LINE 2: THE ORGANIZATION HAS BEEN GRANTED EXEMPT STATUS RELATIVE TO FEDERAL AND STATE CORPORATE INCOME TAXES UNDER CODE SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND APPLICABLE STATE CODES. THE ORGANIZATION FOLLOWS THE ACCOUNTING STANDARD RELATED TO INCOME TAXES REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX PROVISIONS. THE APPLICATION OF THE STANDARD HAD NO IMPACT ON THE ORGANIZATION'S FINANCIAL STATEMENTS. THE ORGANIZATION'S TAX FILINGS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX EXEMPT STATUS. THE ORGANIZATION IS ALSO NOT AWARE OF ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR EXCISE OR OTHER TAXES. X X 0 0 0 0 0 0 0 0 0 DANIEL MEYER CHIEF EXECUTIVE OFFICER 206271 0 15150 0 14437 0 9468 0 81236 0 326562 0 0 0 NIKKI SUND CFO 121915 0 0 0 0 0 5329 0 129646 0 256890 0 0 0 MALLORY YORK KEMNITZ DIRECTOR OF NURSING 131163 0 0 0 0 0 5551 0 72126 0 208840 0 0 0 JENNIFER BRIESKE NURSING HOME ADMIN 138958 0 0 0 0 0 5590 0 50803 0 195351 0 0 0 TARA BLUNDON RN 105763 0 0 0 0 0 4385 0 69122 0 179270 0 0 0 MEGAN SEICHTER ASST LIVING DIRECTOR 100778 0 0 0 0 0 4031 0 53923 0 158732 0 0 0 PART I, LINE 3 THE EXECUTIVE COMMITTEE DETERMINE WAGE OF CEO A WISCONSIN HEALTH AND EDUCATIONAL FACILITIES AUTHORITY 391337855 2020-07-16 19730885 CONSTRUCTION AND REMODELING PROJECT FUNDING, REFUNDING 2013 BONDS 0 0 0 A 4612894 19730885 437500 13090187 6203198 2020 0 1 0 1 A 0 0 0 0 0 0 0 A 0 0 0 1 1 0 0 0 0 A 1 FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE OFFICERS OF THE CORPORATION. THE EXECUTIVE COMMITTEE SHALL MEET IN THE CASE OF EMERGENCY AND SHALL HAVE AND EXERCISE ALL OF THE POWERS OF THE BOARD OF DIRECTORS IN THE MANAGMENT OF BUSINESS AFFAIRS OF THE CORPORATION. ACTION TAKEN BY THE EXECUTIVE COMMITTEE SHALL SUBESQUENTLY BE PRESENTED TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE ORGANIZATION'S INDEPENDENT CPA WITH INFORMATION PROVIDED BY MANAGEMENT. PRIOR TO BEING FILED WITH THE IRS, A COPY OF THE IRS FORM 990 AND RELATED SCHEDULES ARE REVIEWED BY THE CHIEF EXECUTIVE OFFICER AND CHIEF FINANCIAL OFFICER, INCLUDING A CONFIRMATION OF THE ACCURACY OF EVERY ANSWER AND OVERSIGHT OF APPROPRIATE CHANGES. UPON COMPLETION OF THIS REVIEW, THE FORMS ARE EMAILED AND APPROVED BY THE BOARD PRIOR TO SUBMITTAL TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS AND KEY EMPLOYEES ARE ASKED TO DISCLOSE ANNUALLY BUSINESS RELATIONSHIPS AND FAMILY MEMBERS THAT COULD, OR DO, CREATE A CONFLICT OF INTEREST. CONFLICTS OF INTEREST ARE DETERMINED BY A REVIEW OF THE POTENTIAL CONFLICTS BY THE ADMINISTRATOR AND THE BOARD OF DIRECTORS. IF A CONFLICT EXISTS, THEN THE CONFLICTED BOARD MEMBER OR KEY EMPLOYEE IS EXCLUDED FROM DISCUSSIONS AND VOTES RELATED TO ANY POTENTIAL OR EXISTING RELATIONSHIPS INVOLVING THE CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS USED TO SET THE CEO'S ANNUAL SALARY IS BASED ON A COMBINATION OF COMPARISON TO COMPARABLE ORGANIZATIONS THROUGH USE OF OUR TRADE ORGANIZATION'S ANNUAL COMPENSATION SURVEY AND ATTAINMENT IN THE CURRENT YEAR OF PREDEFINED PERFORMANCE OBJECTIVES SET FOR THE CEO PERSONALLY AND THE ORGANIZATION. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2025. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.