Civic Intelligence

Marquardt Foundation Inc.

990 • Fiscal year 2018 • EIN 39-1563808

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 14, 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

41st percentile

0.09x

Higher debt load relative to assets than 41% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

77th percentile

0.70x

Higher debt load relative to revenue than 77% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Net Margin

92nd percentile

55%

Higher net margin than 92% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

92nd percentile

$383,163

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 46.0% of source-year revenue.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Asset Growth

72nd percentile

9.2%

Faster asset growth than 72% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

9th percentile

-30%

Faster revenue growth than 9% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets41st percentile

Assets

Up

$6,102,127

Up $512,297 (+9.2%) from 2017

Net Assets

Up

$5,522,853

Up $559,256 (+11%) from 2017

Liabilities

Down

$579,274

Down $46,959 (-7.5%) from 2017

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin92nd percentile

Revenue

Down

$832,713

Down $356,659 (-30%) from 2017

Expenses

Down

$377,090

Down $44,380 (-11%) from 2017

Net Income

Down

$455,623

Down $312,279 (-41%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth72nd 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

2018

Assets$6,102,127
Liabilities$579,274
Net Assets$5,522,853
Open 2018 Filing

Operations Trend

Revenue Growth9th 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

2018

Revenue$832,713
Expenses$377,090
Net Income$455,623
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 14, 2018
Return Version
2017v2.3
Gross Receipts
$7,099,141
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$5,544,384$6,090,418▲ $546,034
Land, Buildings, and Equipment, Net$2,848$4,807▲ $1,959
Cash and Non-Interest-Bearing Accounts$19,164$3,858▼ $15,306
Pledges and Grants Receivable$10,961$2,517▼ $8,444
Investments Other Securities$12,473$527▼ $11,946
Total Assets$5,589,830$6,102,127▲ $512,297
Liabilities
Other Liabilities$624,739$576,978▼ $47,761
Accounts Payable and Accrued Expenses$1,494$2,296▲ $802
Total Liabilities$626,233$579,274▼ $46,959
Net Assets / Fund Balance
Unrestricted Net Assets$4,743,972$5,340,717▲ $596,745
Temporarily Rstr Net Assets$219,625$182,136▼ $37,489
Total Net Assets Fund Balance$4,963,597$5,522,853▲ $559,256
Total Liabilities and Net Assets / Fund Balance$5,589,830$6,102,127▲ $512,297

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$4,807$22,689$27,496
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeOtherTotal
Gary ThorpeDirector of HrPT$141,580$141,580
Cheryl MeyerDirector of HhPT$138,235$138,235
Teresa DetertAssistant Director of NursingPT$118,363$118,363

Board Members and Trustees

NameTitle
Rolfe NervigPresident
Rev Dr Rick BrewerVice President
David SchoechertBoard Member
Donnell GeibBoard Member
Marisa MenzelBoard Member
Paul SchmidtBoard Member
Tiffany CaineAsst Secretary/asst Treasurer
Jennifer JohnsonCampus Administrator
Matthew MautheCEO
Julie MarksCFO
Michael LibbyCOO
Sherry CiraCQO
Mike NienowSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$367,228
Program Service Revenue
$0
Investment Income
$472,677
Other Revenue
$-7,192
All Other Contributions
$319,128
Change in Net Assets
$455,623
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$170,889
Other Expenses$130,929
Salaries, Compensation, and Employee Benefits$75,272
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$170,889--$170,889
Other Salaries and Wages$61,647--$61,647
Fees for Services Management-$35,004-$35,004
Fees for Service Investment Mgmnt Fees-$31,068-$31,068
Fees for Services Other$23,400--$23,400
Office Expenses$11,506--$11,506
Fees for Services Accounting-$9,836-$9,836
Other Employee Benefits$7,906--$7,906
Payroll Taxes$4,711--$4,711
Conferences and Meetings$2,090--$2,090
Information Technology$1,569--$1,569
Depreciation Depletion$1,516--$1,516
Insurance$1,488--$1,488
Occupancy$1,161--$1,161
Pension Plan Contributions$1,008--$1,008
Other Expenses$11,947$344-$344
Total Functional Expenses$300,838$76,252$0$377,090
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Marquardt Home & Community Based Services IncWatertown, WI501 (c)(3)Fund Hospice Operations$58,928
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$26,963
Fundraising Gross Income$14,801
Gaming Gross Income$5,465
Gaming Direct Expenses$495
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Marquardt Hospice Shoot$62,901$14,801$763$14,038
Total Events$62,901$14,801$26,963$-12,162
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$576,978
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
2018-11-14
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 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 financial statements.”

Raw XML AppendixShowing 400 of 706 raw XML fields

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IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD MEMBER
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IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt9COO
IRS990/Form990PartVIISectionAGrp/TitleTxt10CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt11CQO
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR OF HH
IRS990/Form990PartVIISectionAGrp/TitleTxt13CAMPUS ADMINISTRATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR OF HR
IRS990/Form990PartVIISectionAGrp/TitleTxt15ASSISTANT DIRECTOR OF NURSING
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01986
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt048100
IRS990/FundraisingDirectExpensesAmt026963
IRS990/FundraisingGrossIncomeAmt014801
IRS990/GainOrLossGrp/SecuritiesAmt0405107
IRS990/GamingActivitiesInd00
IRS990/GamingDirectExpensesAmt0495
IRS990/GamingGrossIncomeAmt05465
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantAmt0170889
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0170889
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0170889
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt06644077
IRS990/GrossReceiptsAmt07099141
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt01569
IRS990/InformationTechnologyGrp/TotalAmt01569
IRS990/InsuranceGrp/ProgramServicesAmt01488
IRS990/InsuranceGrp/TotalAmt01488
IRS990/InvestmentIncomeGrp/ExclusionAmt067570
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt067570
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt012473
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0527
IRS990/InvestmentsPubTradedSecGrp/BOYAmt05544384
IRS990/InvestmentsPubTradedSecGrp/EOYAmt06090418
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt022689
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02848
IRS990/LandBldgEquipBasisNetGrp/EOYAmt04807
IRS990/LandBldgEquipCostOrOtherBssAmt027496
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt06238970
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/NetAssetsOrFundBalancesBOYAmt04963597
IRS990/NetAssetsOrFundBalancesEOYAmt05522853
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0405107
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0405107
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-12162
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-12162
IRS990/NetIncomeFromGamingGrp/ExclusionAmt04970
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt04970
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0103633
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt01161
IRS990/OccupancyGrp/TotalAmt01161
IRS990/OfficeExpensesGrp/ProgramServicesAmt011506
IRS990/OfficeExpensesGrp/TotalAmt011506
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt07906
IRS990/OtherEmployeeBenefitsGrp/TotalAmt07906
IRS990/OtherExpensesGrp/Desc0LOSS ON INVESTMENT IN P
IRS990/OtherExpensesGrp/Desc1DUES/FEES/SUBSCRIPTIONS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0344
IRS990/OtherExpensesGrp/ProgramServicesAmt011947
IRS990/OtherExpensesGrp/TotalAmt011947
IRS990/OtherExpensesGrp/TotalAmt1344
IRS990/OtherLiabilitiesGrp/BOYAmt0624739
IRS990/OtherLiabilitiesGrp/EOYAmt0576978
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt061647
IRS990/OtherSalariesAndWagesGrp/TotalAmt061647
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt04711
IRS990/PayrollTaxesGrp/TotalAmt04711
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt01008
IRS990/PensionPlanContributionsGrp/TotalAmt01008
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt010961
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt02517
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0MATTHEW MAUTHE
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0165732
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt061637
IRS990/PYInvestmentIncomeAmt01028311
IRS990/PYOtherExpensesAmt0232433
IRS990/PYOtherRevenueAmt0-4671
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0767902
IRS990/PYSalariesCompEmpBnftPaidAmt0127400
IRS990/PYTotalExpensesAmt0421470
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01189372
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0455623
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0367228
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0165732
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0217830
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0161744
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0175864
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01088398
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt067570
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt090880
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0113213
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0107237
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt084923
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0463823
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt038880
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.55780
IRS990ScheduleA/PublicSupportPY170Pct00.53270
IRS990ScheduleA/PublicSupportTotal170Amt0865796
IRS990ScheduleA/SubstantialContributorsTotAmt0222602
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0367228
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0165732
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0217830
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0161744
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0175864
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01088398
IRS990ScheduleA/TotalSupportAmt01552221
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt04807
IRS990ScheduleD/EquipmentGrp/DepreciationAmt022689
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt027496
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0576978
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO 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 FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04807
IRS990ScheduleD/TotalLiabilityAmt0576978
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt048100
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt048100
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt026963
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt0500
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt0500
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0MARQUARDT HOSPICE SHOOT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt062901
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt062901
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt014801
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt014801
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-12162
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt03087
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt03087
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0763
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0763
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt022613
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt022613
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt058928
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

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,102,127
Liabilities
$579,274
Net assets
$5,522,853
Revenue
$832,713
Expenses
$377,090
Net income
$455,623
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