Civic Intelligence

Marquardt Foundation Inc.

990 • Fiscal year 2017 • EIN 39-1563808

Jul 01, 2016 to Jun 30, 2017 • Filed on Feb 20, 2018

Organization ProfileWWW.MARQUARDTVILLAGE.ORG
1045 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

43rd percentile

0.11x

Higher debt load relative to assets than 43% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

72nd percentile

0.53x

Higher debt load relative to revenue than 72% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Net Margin

94th percentile

65%

Higher net margin than 94% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

85th percentile

$264,626

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 22.2% of source-year revenue.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Asset Growth

73rd percentile

12%

Faster asset growth than 73% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

95th percentile

149%

Faster revenue growth than 95% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$5,589,830

Up $612,733 (+12%) from 2016

Net Assets

Up

$4,963,597

Up $477,297 (+11%) from 2016

Liabilities

Up

$626,233

Up $135,436 (+28%) from 2016

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin94th percentile

Revenue

Up

$1,189,372

Up $712,028 (+149%) from 2016

Expenses

Up

$421,470

Up $110,271 (+35%) from 2016

Net Income

Up

$767,902

Up $601,757 (+362%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth73rd 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

2017

Assets$5,589,830
Liabilities$626,233
Net Assets$4,963,597
Open 2017 Filing

Operations Trend

Revenue Growth95th 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

2017

Revenue$1,189,372
Expenses$421,470
Net Income$767,902
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Feb 20, 2018
Return Version
2016v3.0
Gross Receipts
$5,956,684
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$4,917,950$5,544,384▲ $626,434
Cash and Non-Interest-Bearing Accounts$28,614$19,164▼ $9,450
Investments Other Securities-$12,473-
Pledges and Grants Receivable$24,537$10,961▼ $13,576
Land, Buildings, and Equipment, Net$4,413$2,848▼ $1,565
Total Assets$4,977,097$5,589,830▲ $612,733
Other Assets Total$1,583$0▼ $1,583
Liabilities
Other Liabilities$474,306$624,739▲ $150,433
Accounts Payable and Accrued Expenses$16,491$1,494▼ $14,997
Total Liabilities$490,797$626,233▲ $135,436
Net Assets / Fund Balance
Unrestricted Net Assets$4,304,156$4,743,972▲ $439,816
Temporarily Rstr Net Assets$182,144$219,625▲ $37,481
Total Net Assets Fund Balance$4,486,300$4,963,597▲ $477,297
Total Liabilities and Net Assets / Fund Balance$4,977,097$5,589,830▲ $612,733

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,848$21,173$24,021
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Cheryl MeyerDirector of Home HealthPT$122,339$122,339
Sherry CiraCQOPT$110,893$110,893

Board Members and Trustees

NameTitle
David SchoechertPresident
Rolfe NervigVice President
Donnell GeibBoard Member
KATHERINE SCHAEFER O'MALLEYBoard Member
Marisa MenzelBoard Member
Mike NienowBoard Member
Rev Dr Rick BrewerBoard Member
Tiffany CaineBoard Member
Matthew MautheCEO
Julie MarksCFO
Michael LibbyCOO
Revenue and Support

Revenue Composition

Contributions and Grants
$165,732
Program Service Revenue
$0
Investment Income
$1,028,311
Other Revenue
$-4,671
All Other Contributions
$122,397
Change in Net Assets
$767,902
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$232,433
Salaries, Compensation, and Employee Benefits$127,400
Grants and Similar Amounts Paid$61,637
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$104,242--$104,242
Grants to Domestic Orgs$61,637--$61,637
Fees for Service Investment Mgmnt Fees-$35,273-$35,273
Office Expenses$31,891--$31,891
Fees for Services Other$22,692--$22,692
Fees for Services Management-$17,164-$17,164
Fees for Services Accounting-$15,103-$15,103
Other Employee Benefits$13,538--$13,538
Occupancy$9,022--$9,022
Payroll Taxes$7,984--$7,984
Conferences and Meetings$4,339--$4,339
Information Technology$3,532--$3,532
Other Expenses$3,167$13,573-$3,167
All Other Expenses-$1,652-$1,652
Pension Plan Contributions$1,636--$1,636
Depreciation Depletion$1,565--$1,565
Fees for Services Legal-$733-$733
Insurance$731--$731
Total Functional Expenses$337,972$83,498$0$421,470
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Marquardt Home & Community Based Services IncWatertown, WI501 (c)(3)Fund Hospice Operations$40,400
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$21,915
Fundraising Gross Income$13,214
Gaming Gross Income$5,400
Gaming Direct Expenses$1,370
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Marquardt Hospice Shoot$56,549$13,214$20,209$-6,995
Total Events$56,549$13,214$21,915$-8,701
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$624,739
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 any subsidiaries or affiliates.”

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

“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

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

Signing Officer

Name
Julie Marks
Title
CFO
Phone
9202610400
Signed
2018-02-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Matthew Mauthe
Formed
1986
Legal Domicile
Wi
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
8

Preparer

Firm
Cliftonlarsonallen Llp
Address
10700 W RESEARCH DRIVE STE 200, MILWAUKEE, WI 53226
Preparer
Kimberly Anderson CPA
Phone
4144761880
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:

“Marquardt village and each affiliate 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 financial statements.”

Raw XML AppendixShowing 400 of 664 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/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
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IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
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IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR OF HOME HEALTH
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IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt03532
IRS990/InformationTechnologyGrp/TotalAmt03532
IRS990/InsuranceGrp/ProgramServicesAmt0731
IRS990/InsuranceGrp/TotalAmt0731
IRS990/InvestmentIncomeGrp/ExclusionAmt090880
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt090880
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt012473
IRS990/InvestmentsPubTradedSecGrp/BOYAmt04917950
IRS990/InvestmentsPubTradedSecGrp/EOYAmt05544384
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt021173
IRS990/LandBldgEquipBasisNetGrp/BOYAmt04413
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02848
IRS990/LandBldgEquipCostOrOtherBssAmt024021
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt04744027
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/NetAssetsOrFundBalancesBOYAmt04486300
IRS990/NetAssetsOrFundBalancesEOYAmt04963597
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0937431
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0937431
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-8701
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-8701
IRS990/NetIncomeFromGamingGrp/ExclusionAmt04030
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt04030
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-290605
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt09022
IRS990/OccupancyGrp/TotalAmt09022
IRS990/OfficeExpensesGrp/ProgramServicesAmt031891
IRS990/OfficeExpensesGrp/TotalAmt031891
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01583
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt013538
IRS990/OtherEmployeeBenefitsGrp/TotalAmt013538
IRS990/OtherExpensesGrp/Desc0LOSS ON INVESTMENT IN S
IRS990/OtherExpensesGrp/Desc1WRITE-OFF OF UNCOLLETAB
IRS990/OtherExpensesGrp/Desc2VOLUNTEER RECONGNITION
IRS990/OtherExpensesGrp/Desc3DONOR RECONGNITION
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt013573
IRS990/OtherExpensesGrp/ProgramServicesAmt063527
IRS990/OtherExpensesGrp/ProgramServicesAmt18469
IRS990/OtherExpensesGrp/ProgramServicesAmt23167
IRS990/OtherExpensesGrp/TotalAmt063527
IRS990/OtherExpensesGrp/TotalAmt113573
IRS990/OtherExpensesGrp/TotalAmt28469
IRS990/OtherExpensesGrp/TotalAmt33167
IRS990/OtherLiabilitiesGrp/BOYAmt0474306
IRS990/OtherLiabilitiesGrp/EOYAmt0624739
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0104242
IRS990/OtherSalariesAndWagesGrp/TotalAmt0104242
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt07984
IRS990/PayrollTaxesGrp/TotalAmt07984
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt01636
IRS990/PensionPlanContributionsGrp/TotalAmt01636
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt024537
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt010961
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0MATTHEW MAUTHE
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0217830
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt029800
IRS990/PYInvestmentIncomeAmt0259514
IRS990/PYOtherExpensesAmt0147308
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0166145
IRS990/PYSalariesCompEmpBnftPaidAmt0134091
IRS990/PYTotalExpensesAmt0311199
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0477344
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0767902
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0161061
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0217830
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0161744
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0175864
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0106146
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0822645
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt090880
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0113213
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0107237
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt084923
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt090143
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0486396
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.53270
IRS990ScheduleA/PublicSupportPY170Pct00.52910
IRS990ScheduleA/PublicSupportTotal170Amt0697386
IRS990ScheduleA/SubstantialContributorsTotAmt0125259
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0161061
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0217830
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0161744
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0175864
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0106146
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0822645
IRS990ScheduleA/TotalSupportAmt01309041
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/BookValueAmt02848
IRS990ScheduleD/EquipmentGrp/DepreciationAmt021173
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt024021
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0624739
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO AFFILIATES
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0MARQUARDT VILLAGE AND EACH AFFILIATE 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 FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02848
IRS990ScheduleD/TotalLiabilityAmt0624739
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt043335
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt043335
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt021915
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0MARQUARDT HOSPICE SHOOT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt056549
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt056549
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt013214
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt013214
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-8701
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt01706
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt01706
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt020209
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt020209
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt040400
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501 (C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0FUND HOSPICE OPERATIONS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0MARQUARDT HOME & COMMUNITY BASED SERVICES INC
IRS990ScheduleI/RecipientTable/RecipientEIN0391940920
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01045 HILL STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0WATERTOWN
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0WI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd053098
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0GRANTS TO RELATED ORGANIZATIONS ARE MONITORED THROUGH RECEIPT OF COPIED INVOICES OF THE PURCHASES USING GRANTED FUNDS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,589,830
Liabilities
$626,233
Net assets
$4,963,597
Revenue
$1,189,372
Expenses
$421,470
Net income
$767,902
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