Civic Intelligence

Mueller Apartments Inc.

990 • Fiscal year 2014 • EIN 39-1294266

Jul 01, 2013 to Jun 30, 2014 • Filed on Feb 06, 2015

Organization ProfileWWW.MARQUARDTVILLAGE.ORG
1020 Hill StreetWatertown, WI 53098

(920) 261-0400

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

82nd percentile

0.60x

Higher debt load relative to assets than 82% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

88th percentile

1.53x

Higher debt load relative to revenue than 88% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

69th percentile

11%

Higher net margin than 69% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

92nd percentile

$243,006

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 23.8% of source-year revenue.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

57th percentile

4.0%

Faster asset growth than 57% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

23rd percentile

-8.7%

Faster revenue growth than 23% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Up

$2,590,850

Up $99,432 (+4.0%) from 2013

Net Assets

Up

$1,025,161

Up $230,952 (+29%) from 2013

Liabilities

Down

$1,565,689

Down $131,520 (-7.7%) from 2013

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin69th percentile

Revenue

Down

$1,021,872

Down $96,806 (-8.7%) from 2013

Expenses

Down

$909,173

Down $27,472 (-2.9%) from 2013

Net Income

Down

$112,699

Down $69,334 (-38%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $2,300,667Liabilities 2010: $2,144,643Net Assets 2010: $156,0242010Assets 2011: $2,374,966Liabilities 2011: $2,036,171Net Assets 2011: $338,7952011Assets 2012: $2,359,950Liabilities 2012: $1,856,050Net Assets 2012: $503,9002012Assets 2013: $2,491,418Liabilities 2013: $1,697,209Net Assets 2013: $794,2092013Assets 2014: $2,590,850Liabilities 2014: $1,565,689Net Assets 2014: $1,025,1612014Assets 2015: $2,123,688Liabilities 2015: $1,035,716Net Assets 2015: $1,087,9722015Assets 2016: $2,068,941Liabilities 2016: $912,052Net Assets 2016: $1,156,8892016Assets 2017: $2,020,583Liabilities 2017: $696,680Net Assets 2017: $1,323,9032017Assets 2018: $1,932,414Liabilities 2018: $424,881Net Assets 2018: $1,507,5332018Assets 2019: $1,859,628Liabilities 2019: $125,244Net Assets 2019: $1,734,3842019Assets 2020: $3,076,296Liabilities 2020: $1,056,759Net Assets 2020: $2,019,5372020Assets 2021: $3,088,922Liabilities 2021: $716,829Net Assets 2021: $2,372,0932021Assets 2022: $2,892,362Liabilities 2022: $422,604Net Assets 2022: $2,469,7582022Assets 2023: $2,818,869Liabilities 2023: $72,132Net Assets 2023: $2,746,7372023Assets 2024: $3,083,039Liabilities 2024: $85,413Net Assets 2024: $2,997,6262024

Highlighted filing

2014

Assets$2,590,850
Liabilities$1,565,689
Net Assets$1,025,161
Open 2014 Filing

Operations Trend

Revenue Growth23rd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0Expenses 2010: $1,052,4162010Expenses 2011: $1,073,1332011Expenses 2012: $949,1032012Revenue 2013: $1,118,678Expenses 2013: $936,645Net Income 2013: $182,0332013Revenue 2014: $1,021,872Expenses 2014: $909,173Net Income 2014: $112,6992014Revenue 2015: $1,030,718Expenses 2015: $903,618Net Income 2015: $127,1002015Revenue 2016: $1,044,558Expenses 2016: $959,510Net Income 2016: $85,0482016Revenue 2017: $1,114,118Expenses 2017: $903,872Net Income 2017: $210,2462017Revenue 2018: $1,123,761Expenses 2018: $942,865Net Income 2018: $180,8962018Revenue 2019: $1,179,487Expenses 2019: $964,622Net Income 2019: $214,8652019Revenue 2020: $1,211,175Expenses 2020: $947,285Net Income 2020: $263,8902020Revenue 2021: $1,282,047Expenses 2021: $1,007,740Net Income 2021: $274,3072021Revenue 2022: $1,261,799Expenses 2022: $1,028,010Net Income 2022: $233,7892022Revenue 2023: $1,405,649Expenses 2023: $1,160,593Net Income 2023: $245,0562023Revenue 2024: $1,380,888Expenses 2024: $1,176,352Net Income 2024: $204,5362024

Highlighted filing

2014

Revenue$1,021,872
Expenses$909,173
Net Income$112,699
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Feb 6, 2015
Return Version
2013v4.0
Gross Receipts
$1,215,752
Mission and Program Overview

Mission

Grounded in faith, we promote the health and well-being of each individual we serve.

The organization's exempt purpose is to provide low income housing for the elderly.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,321,438$1,258,046▼ $63,392
Investments in Publicly Traded Securities$823,813$963,758▲ $139,945
Prepaid Expenses and Deferred Charges$6,894$0▼ $6,894
Accounts Receivable$4,117$2,922▼ $1,195
Cash and Non-Interest-Bearing Accounts$150$150→ $0
Total Assets$2,491,418$2,590,850▲ $99,432
Other Assets Total$335,006$365,974▲ $30,968
Liabilities
Tax Exempt Bond Liabilities$1,569,898$0▼ $1,569,898
Mortgage Notes Payable Secured by Investment Property$0$1,488,191▲ $1,488,191
Accounts Payable and Accrued Expenses$55,241$46,578▼ $8,663
Other Liabilities$72,070$30,920▼ $41,150
Total Liabilities$1,697,209$1,565,689▼ $131,520
Net Assets / Fund Balance
Unrestricted Net Assets$794,209$1,025,161▲ $230,952
Total Net Assets Fund Balance$794,209$1,025,161▲ $230,952
Total Liabilities and Net Assets / Fund Balance$2,491,418$2,590,850▲ $99,432

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$992,790$3,150,682$4,143,472
Equipment$131,856$437,472$569,328
Other Land Buildings$58,854$227,467$286,321
Land$74,546-$74,546
Other Assets Org$335,054--
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeOtherTotal
Michael LibbyCOOPT$146,663$146,663
Julie MarksCFOPT$134,032$134,032

Board Members and Trustees

NameTitle
William Kiessling JrPresident
Kay WipperfurthVice President
Dr Jeff HorkanBoard Member
John EbertBoard Member
Mitzi CassBoard Member
Rev James HicksBoard Member
Tom KastenBoard Member
Nelson FischerAsst Secretary/asst Treasurer
Matthew MautheCEO
Thomas WendtSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$954,695
Investment Income
$67,177
Other Revenue
$0
Change in Net Assets
$112,699

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,021,872
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$118,253
Total Revenue per Audited Statements
$1,140,125
Total Revenue per Form 990
$1,021,872
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$909,173
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Office Expenses$89,306$96,788-$186,094
Fees for Services Management$181,175--$181,175
Depreciation Depletion$173,240--$173,240
Occupancy$158,110$3,516-$161,626
Interest$64,504--$64,504
Insurance-$20,460-$20,460
Other Expenses$12,396--$12,396
Fees for Services Other$7,735$2,663-$10,398
Fees for Services Accounting$5,838--$5,838
Fees for Service Investment Mgmnt Fees$5,815--$5,815
Advertising-$4,408-$4,408
Information Technology-$1,825-$1,825
All Other Expenses$1,023$701-$1,724
Conferences and Meetings-$268-$268
Total Functional Expenses$778,544$130,629$0$909,173

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$909,173
Total Expenses per Audited Statements$909,173
Total Expenses per Form 990$909,173
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Tenant Security Deposits$30,920
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“The corporation shall have a single class of voting members, and the sole member of that class shall be marquardt village, inc.”

Form 990, Part VI, Section A, Line 7A

“The member shall appoint up to eight (8) directors. The appointed directors shall be included in the total number of authorized directors, shall be entitled to vote, and shall be counted for purposes of determining whether a quorum is present.”

Form 990, Part VI, Section A, Line 7B

“The following actions may be taken only by the member: amendment of the articles of incorporation; amendment of the bylaws; merger, consolidation, or dissolution; the creation of of any subsidiaries or affiliates.”

Form 990, Part VI, Section B, Line 11

“A copy of the 990 is given to each board member to review and comment on before it is filed with the internal revenue service. The ceo and the cfo also 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. Should a conflict arise, the person affected is asked to excuse themselves from voting.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available upon request.”

Filing and Contact Details

Filer

EIN
39-1294266
Phone
9202610400

Signing Officer

Name
Julie Marks
Title
CFO
Phone
9202610400
Signed
2015-02-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Matthew Mauthe
Formed
1978
Legal Domicile
Wi
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
150

Preparer

Preparer
Dave Globig CPA
Phone
4144319300
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in fair value of swap agreement 39,671.”

FORM 990, PART XII, LINE 2C:

“The process has not changed from the prior year.”

Financial Statement Notes

PART X, LINE 2:

“In accordance with fasb asc 740, income taxes, the corporation 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 corporation has recorded no assets or liabilities related to uncertain tax positions. Tax returns for the year ended june 30, 2011, and all subsequent years remain subject to examination by the applicable taxing authorities.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Change in fair value of swap agreement 39,671.”

Raw XML AppendixShowing 400 of 620 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt055241
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt046578
IRS990/AccountsReceivableGrp/BOYAmt04117
IRS990/AccountsReceivableGrp/EOYAmt02922
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE ORGANIZATION'S EXEMPT PURPOSE IS TO PROVIDE LOW INCOME HOUSING FOR THE ELDERLY.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt04408
IRS990/AdvertisingGrp/TotalAmt04408
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0701
IRS990/AllOtherExpensesGrp/ProgramServicesAmt01023
IRS990/AllOtherExpensesGrp/TotalAmt01724
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine10JULIE MARKS
IRS990/BooksInCareOfDetail/PhoneNum09202610400
IRS990/BooksInCareOfDetail/USAddress/AddressLine101020 HILL STREET
IRS990/BooksInCareOfDetail/USAddress/City0WATERTOWN
IRS990/BooksInCareOfDetail/USAddress/State0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCode053098
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0150
IRS990/CashNonInterestBearingGrp/EOYAmt0150
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt0268
IRS990/ConferencesMeetingsGrp/TotalAmt0268
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt067177
IRS990/CYOtherExpensesAmt0909173
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0954695
IRS990/CYRevenuesLessExpensesAmt0112699
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0909173
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01021872
IRS990/DecisionsSubjectToApprovaInd01
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0173240
IRS990/DepreciationDepletionGrp/TotalAmt0173240
IRS990/Desc0MUELLER APARTMENTS, INC. OPERATES A 101-UNIT APARTMENT COMPLEX. MUELLER IS REGULATED BY THE U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT WITH RESPECT TO RENTAL CHARGES AND OPERATING METHODS, AS IT PARTICIPATES IN THE SECTION 8 HOUSING ASSISTANCE PAYMENT PROGRAM. IN FISCAL YEAR 2014, THE APARTMENTS SERVED 115 ELDERLY INDIVIDUALS AND HAS A DODGE COUNTY MEAL SITE SERVING SENIORS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0778544
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditPerformedInd01
IRS990/FederalGrantAuditRequiredInd01
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt05838
IRS990/FeesForServicesAccountingGrp/TotalAmt05838
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt0181175
IRS990/FeesForServicesManagementGrp/TotalAmt0181175
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt02663
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt07735
IRS990/FeesForServicesOtherGrp/TotalAmt010398
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt05815
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt05815
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt03.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt13.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt23.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt33.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt43.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt53.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt63.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt73.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt83.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt935.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1035.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1135.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt95.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt105.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt115.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt924346
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1021644
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1128308
IRS990/Form990PartVIISectionAGrp/PersonNm0JOHN EBERT
IRS990/Form990PartVIISectionAGrp/PersonNm1REV JAMES HICKS
IRS990/Form990PartVIISectionAGrp/PersonNm2TOM KASTEN
IRS990/Form990PartVIISectionAGrp/PersonNm3MITZI CASS
IRS990/Form990PartVIISectionAGrp/PersonNm4DR JEFF HORKAN
IRS990/Form990PartVIISectionAGrp/PersonNm5NELSON FISCHER
IRS990/Form990PartVIISectionAGrp/PersonNm6WILLIAM KIESSLING JR
IRS990/Form990PartVIISectionAGrp/PersonNm7THOMAS WENDT
IRS990/Form990PartVIISectionAGrp/PersonNm8KAY WIPPERFURTH
IRS990/Form990PartVIISectionAGrp/PersonNm9MICHAEL LIBBY
IRS990/Form990PartVIISectionAGrp/PersonNm10JULIE MARKS
IRS990/Form990PartVIISectionAGrp/PersonNm11MATTHEW MAUTHE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt9122317
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10112388
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt11214698
IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5ASST SECRETARY/ASST TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt6PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt7SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt8VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt9COO
IRS990/Form990PartVIISectionAGrp/TitleTxt10CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt11CEO
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01978
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolAndSepBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt047857
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantAmt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0241737
IRS990/GrossReceiptsAmt01215752
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt01825
IRS990/InformationTechnologyGrp/TotalAmt01825
IRS990/InsuranceGrp/ManagementAndGeneralAmt020460
IRS990/InsuranceGrp/TotalAmt020460
IRS990/InterestGrp/ProgramServicesAmt064504
IRS990/InterestGrp/TotalAmt064504
IRS990/InvestmentIncomeGrp/ExclusionAmt019320
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt019320
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0823813
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0963758
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt03815621
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01321438
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01258046
IRS990/LandBldgEquipCostOrOtherBssAmt05073667
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0193880
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0GROUNDED IN FAITH, WE PROMOTE THE HEALTH AND WELL-BEING OF EACH INDIVIDUAL WE SERVE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt01488191
IRS990/NetAssetsOrFundBalancesBOYAmt0794209
IRS990/NetAssetsOrFundBalancesEOYAmt01025161
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt047857
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt047857
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt078582
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt03516
IRS990/OccupancyGrp/ProgramServicesAmt0158110
IRS990/OccupancyGrp/TotalAmt0161626
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt096788
IRS990/OfficeExpensesGrp/ProgramServicesAmt089306
IRS990/OfficeExpensesGrp/TotalAmt0186094
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0335006
IRS990/OtherAssetsTotalGrp/EOYAmt0365974
IRS990/OtherChangesInNetAssetsAmt039671
IRS990/OtherExpensesGrp/Desc0MARQUARDT LIFELINE
IRS990/OtherExpensesGrp/Desc1PILOT EXPENSE
IRS990/OtherExpensesGrp/Desc2ACTIVITES EXPENSE
IRS990/OtherExpensesGrp/ProgramServicesAmt043632
IRS990/OtherExpensesGrp/ProgramServicesAmt135770
IRS990/OtherExpensesGrp/ProgramServicesAmt212396
IRS990/OtherExpensesGrp/TotalAmt043632
IRS990/OtherExpensesGrp/TotalAmt135770
IRS990/OtherExpensesGrp/TotalAmt212396
IRS990/OtherLiabilitiesGrp/BOYAmt072070
IRS990/OtherLiabilitiesGrp/EOYAmt030920
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt06894
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0MATTHEW MAUTHE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623990
IRS990/ProgramServiceRevenueGrp/BusinessCd1623990
IRS990/ProgramServiceRevenueGrp/Desc0APARTMENT RENTALS
IRS990/ProgramServiceRevenueGrp/Desc1ALLOCATED FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0928295
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt126400
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0928295
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt126400
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0225
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt045102
IRS990/PYOtherExpensesAmt0810151
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt01073351
IRS990/PYRevenuesLessExpensesAmt0182033
IRS990/PYSalariesCompEmpBnftPaidAmt0126494
IRS990/PYTotalExpensesAmt0936645
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01118678
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0112699
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0954694
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0225
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0158
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0383
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt019320
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt021172
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt020931
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt013540
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt016827
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt091790
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0954695
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0952608
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0922778
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01077334
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01016919
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt04924334
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt0120743
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt0154457
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0275200
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt019320
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt021172
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt020931
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt013540
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt016827
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt091790
IRS990ScheduleA/InvestmentIncomeCYPct00.01730
IRS990ScheduleA/InvestmentIncomePYPct00.01800
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98270
IRS990ScheduleA/PublicSupportPY509Pct00.98200
IRS990ScheduleA/PublicSupportTotal509Amt05199917
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0954695
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01073576
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01077393
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01077334
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01016919
IRS990ScheduleA/Total509Grp/TotalAmt05199917
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0974015
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01094748
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01098324
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01090874
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01033746
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt05291707
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt0992790
IRS990ScheduleD/BuildingsGrp/DepreciationAmt03150682
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt04143472
IRS990ScheduleD/EquipmentGrp/BookValueAmt0131856
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0437472
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0569328
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0909173
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt074546
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt074546
IRS990ScheduleD/NetUnrealizedGainsInvstAmt078582
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt030920
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1335054
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0TENANT SECURITY DEPOSITS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1DUE FROM AFFILIATES
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt058854
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0227467
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0286321
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt030920
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0TENANT SECURITY DEPOSITS
IRS990ScheduleD/OtherRevenueAmt039671
IRS990ScheduleD/RevenueNotReportedAmt0118253
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01021872
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0IN ACCORDANCE WITH FASB ASC 740, INCOME TAXES, THE CORPORATION 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 CORPORATION HAS RECORDED NO ASSETS OR LIABILITIES RELATED TO UNCERTAIN TAX POSITIONS. TAX RETURNS FOR THE YEAR ENDED JUNE 30, 2011, AND ALL SUBSEQUENT YEARS REMAIN SUBJECT TO EXAMINATION BY THE APPLICABLE TAXING AUTHORITIES.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1CHANGE IN FAIR VALUE OF SWAP AGREEMENT 39,671.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01258046
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0365974
IRS990ScheduleD/TotalExpensesPerForm990Amt0909173
IRS990ScheduleD/TotalLiabilityAmt030920
IRS990ScheduleD/TotalRevenuePerForm990Amt01021872
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01140125
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0909173
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,590,850
Liabilities
$1,565,689
Net assets
$1,025,161
Revenue
$1,021,872
Expenses
$909,173
Net income
$112,699
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.08$0.09$3.00$1.38$1.18$0.20
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.82$0.07$2.75$1.41$1.16$0.25
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.89$0.42$2.47$1.26$1.03$0.23
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.09$0.72$2.37$1.28$1.01$0.27
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.08$1.06$2.02$1.21$0.95$0.26
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.86$0.13$1.73$1.18$0.96$0.21
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.93$0.42$1.51$1.12$0.94$0.18
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.02$0.70$1.32$1.11$0.90$0.21
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.07$0.91$1.16$1.04$0.96$0.09
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.12$1.04$1.09$1.03$0.90$0.13
2014Detailed filing. Detailed filing data is available for this year.$2.59$1.57$1.03$1.02$0.91$0.11
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.49$1.70$0.79$1.12$0.94$0.18
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.36$1.86$0.50$0.95
2011XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.37$2.04$0.34$1.07
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.30$2.14$0.16$1.05