Civic Intelligence

Marquardt Foundation Inc.

990 • Fiscal year 2014 • EIN 39-1563808

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

35th percentile

0.04x

Higher debt load relative to assets than 35% of similar nonprofits.

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

Liabilities / Revenue

75th percentile

0.46x

Higher debt load relative to revenue than 75% of similar nonprofits.

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

Net Margin

84th percentile

28%

Higher net margin than 84% 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 64.7% of source-year revenue.

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

Asset Growth

81st percentile

19%

Faster asset growth than 81% of similar nonprofits.

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

Revenue Growth

86th percentile

44%

Faster revenue growth than 86% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$4,918,911

Up $780,008 (+19%) from 2013

Net Assets

Up

$4,745,960

Up $730,363 (+18%) from 2013

Liabilities

Up

$172,951

Up $49,645 (+40%) from 2013

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin84th percentile

Revenue

Up

$375,760

Up $115,402 (+44%) from 2013

Expenses

Down

$268,724

Down $8,515 (-3.1%) from 2013

Net Income

Up

$107,036

Up $123,917 (+734%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth81st percentile

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

$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

2014

Assets$4,918,911
Liabilities$172,951
Net Assets$4,745,960
Open 2014 Filing

Operations Trend

Revenue Growth86th percentile

Revenue, expenses, and net income across loaded years, with this 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

2014

Revenue$375,760
Expenses$268,724
Net Income$107,036
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
$841,542
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$4,079,967$4,873,410▲ $793,443
Pledges and Grants Receivable$24,537$24,537→ $0
Cash and Non-Interest-Bearing Accounts$22,238$11,920▼ $10,318
Land, Buildings, and Equipment, Net$10,121$7,544▼ $2,577
Accounts Receivable$2,040$0▼ $2,040
Total Assets$4,138,903$4,918,911▲ $780,008
Other Assets Total$0$1,500▲ $1,500
Liabilities
Other Liabilities$117,062$165,049▲ $47,987
Accounts Payable and Accrued Expenses$6,244$7,902▲ $1,658
Total Liabilities$123,306$172,951▲ $49,645
Net Assets / Fund Balance
Unrestricted Net Assets$3,919,358$4,620,451▲ $701,093
Temporarily Rstr Net Assets$96,239$125,509▲ $29,270
Total Net Assets Fund Balance$4,015,597$4,745,960▲ $730,363
Total Liabilities and Net Assets / Fund Balance$4,138,903$4,918,911▲ $780,008

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$7,544$16,477$24,021
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
David SchoechertPresident
Rev Jane HarbergVice President
Barb Parish - Resigned 1014Board Member
Mike NienowBoard Member
Tiffany CaineBoard Member
Vicky GouldthorpBoard Member
Matthew MautheCEO
Joann Muehrcke - Resigned 114Secretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$175,864
Program Service Revenue
$0
Investment Income
$199,896
Other Revenue
$0
All Other Contributions
$175,864
Change in Net Assets
$107,036

Audited Revenue Reconciliation

Revenue per Audited Statements
$375,760
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$623,327
Total Revenue per Audited Statements
$999,087
Total Revenue per Form 990
$375,760
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$261,353
Grants and Similar Amounts Paid$7,371
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$55,131$82,202-$137,333
Office Expenses$6,857$43,784-$50,641
Fees for Service Investment Mgmnt Fees-$29,781-$29,781
Fees for Services Other$5,100$15,300-$20,400
Grants to Domestic Orgs$7,371--$7,371
Information Technology$700$4,470-$5,170
Fees for Services Accounting-$4,438-$4,438
Depreciation Depletion-$3,494-$3,494
Other Expenses$1,922--$1,922
Conferences and Meetings-$1,022-$1,022
Insurance-$958-$958
Total Functional Expenses$83,275$185,449$0$268,724

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$268,724
Total Expenses per Audited Statements$268,724
Total Expenses per Form 990$268,724
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
Due to Affiliates$165,049
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 foundation 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 board of directors shall elect up to fifteen (15) directors. The elected 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
39-1563808
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
1986
Legal Domicile
Wi
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
10

Preparer

Preparer
Dave Globig CPA
Phone
4144319300
Supplemental Narrative

Additional Explanations

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.”

Raw XML AppendixShowing 400 of 558 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/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0114973
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0623327
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt043784
IRS990/OfficeExpensesGrp/ProgramServicesAmt06857
IRS990/OfficeExpensesGrp/TotalAmt050641
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt01500
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0VOLUNTEER RECOGNITION
IRS990/OtherExpensesGrp/Desc1DONOR RECOGNITION
IRS990/OtherExpensesGrp/ProgramServicesAmt06194
IRS990/OtherExpensesGrp/ProgramServicesAmt11922
IRS990/OtherExpensesGrp/TotalAmt06194
IRS990/OtherExpensesGrp/TotalAmt11922
IRS990/OtherLiabilitiesGrp/BOYAmt0117062
IRS990/OtherLiabilitiesGrp/EOYAmt0165049
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt024537
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt024537
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0MATTHEW MAUTHE
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0106147
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt054564
IRS990/PYInvestmentIncomeAmt0154211
IRS990/PYOtherExpensesAmt0116707
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-16881
IRS990/PYSalariesCompEmpBnftPaidAmt0105968
IRS990/PYTotalExpensesAmt0277239
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0260358
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0107036
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0175864
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0106146
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0156915
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0176976
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt089584
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0705485
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt084923
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt090143
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt096260
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt083314
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0100560
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0455200
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.45210
IRS990ScheduleA/PublicSupportPY170Pct00.44340
IRS990ScheduleA/PublicSupportTotal170Amt0524773
IRS990ScheduleA/SubstantialContributorsTotAmt0180712
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0175864
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0106146
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0156915
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0176976
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt089584
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0705485
IRS990ScheduleA/TotalSupportAmt01160685
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/BookValueAmt07544
IRS990ScheduleD/EquipmentGrp/DepreciationAmt016477
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt024021
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0268724
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0623327
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0165049
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO AFFILIATES
IRS990ScheduleD/RevenueNotReportedAmt0623327
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0375760
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/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt07544
IRS990ScheduleD/TotalExpensesPerForm990Amt0268724
IRS990ScheduleD/TotalLiabilityAmt0165049
IRS990ScheduleD/TotalRevenuePerForm990Amt0375760
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0999087
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0268724
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0GRANTS TO RELATED ORGANIZATIONS ARE MONITORED THROUGH RECEIPT OF COPIED INVOICES OF THE PURCHASES USING GRANTED FUNDS.
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt1WHILE GRANTS PAID BY THE ORGANIZATION WERE GREATER THAN $5,000 IN TOTAL, THE ORGANIZATION DID NOT MAKE GRANTS TO ANY ONE ORGANIZATION GREATER THAN $5,000 AND THEREFORE THERE IS NO GRANT INFORMATION REPORTED IN PART II OF SCHEDULE I.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCH I, PAGE 1, PART 1, LINE 2:
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc1SCH I, PART II
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0214466
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt03306
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt025002
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt0232
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0MATTHEW MAUTHE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0243006
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION SHALL HAVE A SINGLE CLASS OF VOTING MEMBERS, AND THE SOLE MEMBER OF THAT CLASS SHALL BE MARQUARDT VILLAGE, INC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF DIRECTORS SHALL ELECT UP TO FIFTEEN (15) DIRECTORS. THE ELECTED 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3A 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ANNUALLY 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd30
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd40
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd50
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd60
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine10MARQUARDT VILLAGE INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine11MARQUARDT VILLAGE INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine12MARQUARDT VILLAGE INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine13MARQUARDT VILLAGE INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine14MARQUARDT VILLAGE INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine15MARQUARDT VILLAGE INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine10MARQUARDT MEMORIAL MANOR INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine11ZINZENDORF HALL INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine12HUS APARTMENTS INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine13MORAVIAN HOMES INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine14MUELLER APARTMENTS INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine15MARQUARDT VILLAGE INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine16MARQUARDT HOME AND COMMUNITY BASED SERVICES INC

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$4,918,911
Liabilities
$172,951
Net assets
$4,745,960
Revenue
$375,760
Expenses
$268,724
Net income
$107,036
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