Civic Intelligence

Marquardt Foundation Inc

EIN 39-1563808 • 501(c)3 • Watertown, WI

Profile

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

1045 Hill StreetWatertown, WI 53098

illuminus.us

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

13th percentile

0.01x

Higher debt load relative to assets than 13% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

30th percentile

0.09x

Higher debt load relative to revenue than 30% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

90th percentile

54%

Higher net margin than 90% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

70th percentile

12%

Faster asset growth than 70% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

9th percentile

-28%

Faster revenue growth than 9% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$13,715,197

Up $1,504,174 (+12%) from 2023

Liabilities

Down

$73,746

Down $86,841 (-54%) from 2023

Net Assets

Up

$13,641,451

Up $1,591,015 (+13%) from 2023

Operations
Liabilities / Revenue30th percentileNet Margin90th percentile

Revenue

Down

$786,205

Down $310,032 (-28%) from 2023

Expenses

Down

$362,526

Down $301,822 (-45%) from 2023

Net Income

Down

$423,679

Down $8,210 (-1.9%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth70th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0Assets 2010: $4,365,203Liabilities 2010: $0Net Assets 2010: $4,365,2032010Assets 2011: $3,520,978Liabilities 2011: $12,506Net Assets 2011: $3,508,4722011Assets 2012: $3,660,916Liabilities 2012: $26,537Net Assets 2012: $3,634,3792012Assets 2013: $4,138,903Liabilities 2013: $123,306Net Assets 2013: $4,015,5972013Assets 2014: $4,918,911Liabilities 2014: $172,951Net Assets 2014: $4,745,9602014Assets 2015: $4,960,874Liabilities 2015: $332,828Net Assets 2015: $4,628,0462015Assets 2016: $4,977,097Liabilities 2016: $490,797Net Assets 2016: $4,486,3002016Assets 2017: $5,589,830Liabilities 2017: $626,233Net Assets 2017: $4,963,5972017Assets 2018: $6,102,127Liabilities 2018: $579,274Net Assets 2018: $5,522,8532018Assets 2019: $6,455,028Liabilities 2019: $632,922Net Assets 2019: $5,822,1062019Assets 2020: $6,365,184Liabilities 2020: $48,362Net Assets 2020: $6,316,8222020Assets 2021: $8,396,411Liabilities 2021: $1,265Net Assets 2021: $8,395,1462021Assets 2022: $10,810,428Liabilities 2022: $14,739Net Assets 2022: $10,795,6892022Assets 2023: $12,211,023Liabilities 2023: $160,587Net Assets 2023: $12,050,4362023Assets 2024: $13,715,197Liabilities 2024: $73,746Net Assets 2024: $13,641,4512024

Highlighted filing

2024

Assets$13,715,197
Liabilities$73,746
Net Assets$13,641,451
Open 2024 Filing

Operations Trend

Revenue Growth9th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $12,3802010Expenses 2011: $1,789,6112011Expenses 2012: $224,7872012Revenue 2013: $260,358Expenses 2013: $277,239Net Income 2013: -$16,8812013Revenue 2014: $375,760Expenses 2014: $268,724Net Income 2014: $107,0362014Revenue 2015: $453,938Expenses 2015: $362,028Net Income 2015: $91,9102015Revenue 2016: $477,344Expenses 2016: $311,199Net Income 2016: $166,1452016Revenue 2017: $1,189,372Expenses 2017: $421,470Net Income 2017: $767,9022017Revenue 2018: $832,713Expenses 2018: $377,090Net Income 2018: $455,6232018Revenue 2019: $554,044Expenses 2019: $347,790Net Income 2019: $206,2542019Revenue 2020: $510,877Expenses 2020: $273,219Net Income 2020: $237,6582020Revenue 2021: $1,184,992Expenses 2021: $211,648Net Income 2021: $973,3442021Revenue 2022: $5,300,535Expenses 2022: $180,384Net Income 2022: $5,120,1512022Revenue 2023: $1,096,237Expenses 2023: $664,348Net Income 2023: $431,8892023Revenue 2024: $786,205Expenses 2024: $362,526Net Income 2024: $423,6792024

Highlighted filing

2024

Revenue$786,205
Expenses$362,526
Net Income$423,679
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,715,197
Liabilities
$73,746
Net assets
$13,641,451
Revenue
$786,205
Expenses
$362,526
Net income
$423,679
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$13.7$0.07$13.6$0.79$0.36$0.42
2023Detailed filing. Detailed filing data is available for this year.$12.2$0.16$12.1$1.10$0.66$0.43
2022Detailed filing. Detailed filing data is available for this year.$10.8$0.01$10.8$5.30$0.18$5.12
2021Detailed filing. Detailed filing data is available for this year.$8.40$0.00$8.40$1.18$0.21$0.97
2020Detailed filing. Detailed filing data is available for this year.$6.37$0.05$6.32$0.51$0.27$0.24
2019Detailed filing. Detailed filing data is available for this year.$6.46$0.63$5.82$0.55$0.35$0.21
2018Detailed filing. Detailed filing data is available for this year.$6.10$0.58$5.52$0.83$0.38$0.46
2017Detailed filing. Detailed filing data is available for this year.$5.59$0.63$4.96$1.19$0.42$0.77
2016Detailed filing. Detailed filing data is available for this year.$4.98$0.49$4.49$0.48$0.31$0.17
2015Detailed filing. Detailed filing data is available for this year.$4.96$0.33$4.63$0.45$0.36$0.09
2014Detailed filing. Detailed filing data is available for this year.$4.92$0.17$4.75$0.38$0.27$0.11
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.14$0.12$4.02$0.26$0.28$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.66$0.03$3.63$0.22
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.52$0.01$3.51$1.79
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.37$0.00$4.37$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 14, 2025
Return Version
2023v6.0
Gross Receipts
$7,543,532
Mission and Program Overview

Mission

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

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 educational activities or institutions of any kind affiliated with or sponsored by the western district executive board of the moravian church

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$9,644,702$9,504,311▼ $140,391
Accounts Receivable-$1,799,012-
Cash and Non-Interest-Bearing Accounts$422,993$258,334▼ $164,659
Investments Other Securities$28,448$60,624▲ $32,176
Prepaid Expenses and Deferred Charges$1,600$1,933▲ $333
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$12,211,023$13,715,197▲ $1,504,174
Other Assets Total$2,113,280$2,090,983▼ $22,297
Liabilities
Accounts Payable and Accrued Expenses$160,587$73,746▼ $86,841
Total Liabilities$160,587$73,746▼ $86,841
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$12,417,595$13,510,827▲ $1,093,232
Net Assets With Donor Restrictions$-367,159$130,624▲ $497,783
Total Net Assets Fund Balance$12,050,436$13,641,451▲ $1,591,015
Total Liabilities and Net Assets / Fund Balance$12,211,023$13,715,197▲ $1,504,174

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$4,280$4,280
Other Assets Org$2,090,983--
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeOtherTotal
Dave BertschVP of Facilities & ConstructionPT$149,807$149,807
Keith VanlanduytSVP of Marketing & PhilantPT$145,127$145,127

Board Members and Trustees

NameTitle
Rolfe NervigPresident
Rev Dr Rick BrewerVice President
Paul SchmidtBoard Member
Lisa WhiteDirector of Hospice
Jennifer JohnsonExecutive Director-the Mar
Donnell GeibAsst Secretary/asst Treasu
Matthew MautheCEO
Nicole ChwalaCFO
Rose BorckRn - Snf
Mike NienowSecretary/treasurer
Justin MunzelSenior VP of Commonheart
Sherry CiraSVP of Administration
Jeff HackelSVP of Hr
Michael LibbySVP of Operations
Mark PietrowiakVP of Business Development
Jeff HoffmanVP of Construction 9/1/23
Gary ThorpeVP of Human Resources
Revenue and Support

Revenue Composition

Contributions and Grants
$474,622
Program Service Revenue
$0
Investment Income
$279,407
Other Revenue
$32,176
All Other Contributions
$319,559
Change in Net Assets
$423,679
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$188,502
Other Expenses$174,024
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$188,502--$188,502
Fees for Services Other$96,782--$96,782
Fees for Service Investment Mgmnt Fees-$40,230-$40,230
Fees for Services Accounting-$13,898-$13,898
Insurance$6,864--$6,864
Other Expenses$8,580$5,884-$5,884
Fees for Services Management-$4,745-$4,745
Information Technology$2,769--$2,769
Conferences and Meetings$552--$552
Office Expenses$111--$111
Fees for Services Legal-$-6,391-$-6,391
Total Functional Expenses$304,160$58,366$0$362,526
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Commonheart IncWatertown, WI501(c)(3)Support for General Activites$124,634
Illuminus IncWatertown, WI501(c)(3)Support for Development$50,000
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
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 any subsidiaries or affiliates.”

Form 990, Part VI, Section B, Line 11B

“The form 990 is prepared by an independent accounting firm and reviewed by the organization's accounting team and approved by the cfo. A copy of the 990 is provided to each board member.”

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

Filer Name
Marquardt Foundation Inc
EIN
39-1563808
Phone
9202610400
Address
1045 HILL STREET, WATERTOWN, WI 53098

Signing Officer

Name
Nicole Chwala
Title
CFO
Phone
9202610400
Signed
2025-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Matthew Mauthe
Formed
1986
Legal Domicile
Wi
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5

Preparer

Firm
Cliftonlarsonallen Llp
Address
10401 W INNOVATION DR STE 300, WAUWATOSA, WI 53226
Preparer
Kristen Donlevy
Phone
4144761880
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Contract services: program service expenses 96,782. Management and general expenses 0. Fundraising expenses 0. Total expenses 96,782.”

Financial Statement Notes

PART X, LINE 2:

“Marquardt village and all affiliates, except marquardt investments, are tax-exempt corporations as described in section 501(c)(3) of the internal revenue code (the code) and are exempt from federal income taxes on related income pursuant to section 501(a) of the code. They are also exempt from state income taxes on related income. The corporation believes that it has appropriate support for any tax positions taken, and as such, does not have any uncertain tax positions that are material to the consolidated financial statements.”

Raw XML AppendixShowing 400 of 919 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.

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IRS990/ActivityOrMissionDesc0THE 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 EDUCATIONAL ACTIVITIES OR INSTITUTIONS OF ANY KIND AFFILIATED WITH OR SPONSORED BY THE WESTERN DISTRICT EXECUTIVE BOARD OF THE MORAVIAN CHURCH
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IRS990/Form990PartVIISectionAGrp/PersonNm11GARY THORPE
IRS990/Form990PartVIISectionAGrp/PersonNm12JUSTIN MUNZEL
IRS990/Form990PartVIISectionAGrp/PersonNm13JENNIFER JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm14KEITH VANLANDUYT
IRS990/Form990PartVIISectionAGrp/PersonNm15JEFF HOFFMAN
IRS990/Form990PartVIISectionAGrp/PersonNm16ROSE BORCK
IRS990/Form990PartVIISectionAGrp/PersonNm17LISA WHITE
IRS990/Form990PartVIISectionAGrp/PersonNm18DAVE BERTSCH
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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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/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt6284970
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt7255555
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt8207195
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt9185740
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10184843
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt11163670
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt15145642
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt16148758
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt17135412
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt18133695
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3ASST SECRETARY/ASST TREASU
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt6CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt7SVP OF OPERATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt8VP OF BUSINESS DEVELOPMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt9SVP OF HR
IRS990/Form990PartVIISectionAGrp/TitleTxt10SVP OF ADMINISTRATION
IRS990/Form990PartVIISectionAGrp/TitleTxt11VP OF HUMAN RESOURCES
IRS990/Form990PartVIISectionAGrp/TitleTxt12SENIOR VP OF COMMONHEART
IRS990/Form990PartVIISectionAGrp/TitleTxt13EXECUTIVE DIRECTOR-THE MAR
IRS990/Form990PartVIISectionAGrp/TitleTxt14SVP OF MARKETING & PHILANT
IRS990/Form990PartVIISectionAGrp/TitleTxt15VP OF CONSTRUCTION 9/1/23
IRS990/Form990PartVIISectionAGrp/TitleTxt16RN - SNF
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR OF HOSPICE
IRS990/Form990PartVIISectionAGrp/TitleTxt18VP OF FACILITIES & CONSTRUCTION
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01986
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-42564
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantAmt0188502
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0188502
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0188502
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt06714763
IRS990/GrossReceiptsAmt07543532
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt02769
IRS990/InformationTechnologyGrp/TotalAmt02769
IRS990/InsuranceGrp/ProgramServicesAmt06864
IRS990/InsuranceGrp/TotalAmt06864
IRS990/InvestmentIncomeGrp/ExclusionAmt0321971
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0321971
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt028448
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt060624
IRS990/InvestmentsPubTradedSecGrp/BOYAmt09644702
IRS990/InvestmentsPubTradedSecGrp/EOYAmt09504311
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt04280
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt04280
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt06757327
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/NetAssetsOrFundBalancesBOYAmt012050436
IRS990/NetAssetsOrFundBalancesEOYAmt013641451
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-42564
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-42564
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01167336
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt012417595
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt013510827
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ProgramServicesAmt0111
IRS990/OfficeExpensesGrp/TotalAmt0111
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt02113280
IRS990/OtherAssetsTotalGrp/EOYAmt02090983
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0STAFF APPRECIATION
IRS990/OtherExpensesGrp/Desc1DUES/FEES/SUBSCRIPTIONS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt05884
IRS990/OtherExpensesGrp/ProgramServicesAmt08580
IRS990/OtherExpensesGrp/TotalAmt08580
IRS990/OtherExpensesGrp/TotalAmt15884
IRS990/OtherRevenueMiscGrp/BusinessCd0900003
IRS990/OtherRevenueMiscGrp/Desc0INCOME ON INVESTMENT IN PARASOL
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt032176
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt032176
IRS990/OtherRevenueTotalAmt032176
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01600
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01933
IRS990/PrincipalOfficerNm0MATTHEW MAUTHE
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0846488
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0536616
IRS990/PYInvestmentIncomeAmt0270836
IRS990/PYOtherExpensesAmt0118135
IRS990/PYOtherRevenueAmt0-21087
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0431889
IRS990/PYSalariesCompEmpBnftPaidAmt09597
IRS990/PYTotalExpensesAmt0664348
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01096237
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0423679
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
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IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0GAIN ON INVESTMENT IN PARASOL ALLIANCE LLC - 2019 AMOUNT: $ 98,148. 2020 AMOUNT: $ 104,656. 2021 AMOUNT: $ -77,629. 2022 AMOUNT: $ -21,087. 2023 AMOUNT: $ 32,176.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0846488
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt05113406
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0170985
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0234273
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt06839774
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0321971
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0192042
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0154963
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt066807
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt074613
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0810396
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt021380
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt032176
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0-21087
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0-77629
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0104656
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt098148
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0136264
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.87840
IRS990ScheduleA/PublicSupportPY170Pct00.90030
IRS990ScheduleA/PublicSupportTotal170Amt06839774
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0474622
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0846488
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt05113406
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0170985
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0234273
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt06839774
IRS990ScheduleA/TotalSupportAmt07786434
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt04280
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt04280
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt02090983
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0DUE FROM AFFILIATES
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0MARQUARDT VILLAGE AND ALL AFFILIATES, EXCEPT MARQUARDT INVESTMENTS, ARE TAX-EXEMPT CORPORATIONS AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE) AND ARE EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. THEY ARE ALSO EXEMPT FROM STATE INCOME TAXES ON RELATED INCOME. THE CORPORATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE CONSOLIDATED FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt02090983
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0124634

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