Civic Intelligence

Marquardt Management Services Inc

990 • Fiscal year 2020 • EIN 39-1756037

Jul 01, 2019 to Jun 30, 2020 • Filed on Apr 15, 2021

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

48th percentile

0.15x

Higher debt load relative to assets than 48% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

39th percentile

0.15x

Higher debt load relative to revenue than 39% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Net Margin

67th percentile

13%

Higher net margin than 67% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

95th percentile

$488,486

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 8.9% of source-year revenue.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Asset Growth

80th percentile

28%

Faster asset growth than 80% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

60th percentile

6.4%

Faster revenue growth than 60% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets48th percentile

Assets

Up

$5,294,318

Up $1,158,797 (+28%) from 2019

Net Assets

Up

$4,489,253

Up $691,301 (+18%) from 2019

Liabilities

Up

$805,065

Up $467,496 (+138%) from 2019

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin67th percentile

Revenue

Up

$5,476,409

Up $331,614 (+6.4%) from 2019

Expenses

Up

$4,779,585

Up $1,110,665 (+30%) from 2019

Net Income

Down

$696,824

Down $779,051 (-53%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth80th percentile

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

$20M$15M$10M$5.0M$0-$5.0MAssets 2010: $6,896,662Liabilities 2010: $8,372,699Net Assets 2010: -$1,476,0372010Assets 2011: $6,691,106Liabilities 2011: $6,801,113Net Assets 2011: -$110,0072011Assets 2012: $6,212,178Liabilities 2012: $6,675,561Net Assets 2012: -$463,3832012Assets 2013: $5,152,006Liabilities 2013: $6,825,503Net Assets 2013: -$1,673,4972013Assets 2014: $6,096,204Liabilities 2014: $8,032,130Net Assets 2014: -$1,935,9262014Assets 2015: $401,608Liabilities 2015: $230,502Net Assets 2015: $171,1062015Assets 2016: $952,236Liabilities 2016: $0Net Assets 2016: $952,2362016Assets 2017: $1,186,075Liabilities 2017: $301,996Net Assets 2017: $884,0792017Assets 2018: $2,775,927Liabilities 2018: $462,708Net Assets 2018: $2,313,2192018Assets 2019: $4,135,521Liabilities 2019: $337,569Net Assets 2019: $3,797,9522019Assets 2020: $5,294,318Liabilities 2020: $805,065Net Assets 2020: $4,489,2532020Assets 2021: $6,505,877Liabilities 2021: $764,020Net Assets 2021: $5,741,8572021Assets 2022: $7,357,995Liabilities 2022: $973,543Net Assets 2022: $6,384,4522022Assets 2023: $12,014,233Liabilities 2023: $2,350,685Net Assets 2023: $9,663,5482023Assets 2024: $16,937,212Liabilities 2024: $2,543,774Net Assets 2024: $14,393,4382024

Highlighted filing

2020

Assets$5,294,318
Liabilities$805,065
Net Assets$4,489,253
Open 2020 Filing

Operations Trend

Revenue Growth60th percentile

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

$20M$15M$10M$5.0M$0-$5.0MExpenses 2010: $1,746,4492010Expenses 2011: $1,634,4532011Expenses 2012: $1,520,2582012Revenue 2013: $109,300Expenses 2013: $1,319,414Net Income 2013: -$1,210,1142013Revenue 2014: $917,813Expenses 2014: $1,180,242Net Income 2014: -$262,4292014Revenue 2015: $559,546Expenses 2015: $543,191Net Income 2015: $16,3552015Revenue 2016: $1,175,316Expenses 2016: $394,186Net Income 2016: $781,1302016Revenue 2017: $3,089,441Expenses 2017: $3,157,598Net Income 2017: -$68,1572017Revenue 2018: $4,322,908Expenses 2018: $2,893,768Net Income 2018: $1,429,1402018Revenue 2019: $5,144,795Expenses 2019: $3,668,920Net Income 2019: $1,475,8752019Revenue 2020: $5,476,409Expenses 2020: $4,779,585Net Income 2020: $696,8242020Revenue 2021: $7,287,760Expenses 2021: $6,063,179Net Income 2021: $1,224,5812021Revenue 2022: $8,124,550Expenses 2022: $7,429,427Net Income 2022: $695,1232022Revenue 2023: $11,705,990Expenses 2023: $8,435,905Net Income 2023: $3,270,0852023Revenue 2024: $16,932,736Expenses 2024: $12,208,899Net Income 2024: $4,723,8372024

Highlighted filing

2020

Revenue$5,476,409
Expenses$4,779,585
Net Income$696,824
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Apr 15, 2021
Return Version
2019v5.2
Gross Receipts
$5,476,409
Mission and Program Overview

Mission

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

Provide management services to marquardt village entities and to other non-profit retirement communities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,537,596$2,576,123▲ $38,527
Cash and Non-Interest-Bearing Accounts$862,445$1,390,628▲ $528,183
Accounts Receivable$377,351$578,893▲ $201,542
Investments Program Related$250,000$250,000→ $0
Land, Buildings, and Equipment, Net$27,462$93,023▲ $65,561
Prepaid Expenses and Deferred Charges-$37,139-
Total Assets$4,135,521$5,294,318▲ $1,158,797
Other Assets Total$80,667$368,512▲ $287,845
Liabilities
Accounts Payable and Accrued Expenses$337,569$805,065▲ $467,496
Total Liabilities$337,569$805,065▲ $467,496
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,797,952$4,489,253▲ $691,301
Total Net Assets Fund Balance$3,797,952$4,489,253▲ $691,301
Total Liabilities and Net Assets / Fund Balance$4,135,521$5,294,318▲ $1,158,797

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$65,956$40,650$106,606
Other Land Buildings$27,067$933$28,000
Other Assets Org$368,512--
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Sherry CiraCQOPT$149,555$149,555
Rose BorckRnPT$145,182$145,182
Cheryl MeyerDirector of HhPT$138,671$138,671
Gary ThorpeDirector of HrPT$133,658$133,658
Nicole ChwalaControllerPT$132,649$132,649

Board Members and Trustees

NameTitle
Mark PietrowiakPresident
Jeff HackelVice President
Mike WilkesBoard Member
Mitzi CassBoard Member
Rev Bruce NelsonBoard Member
Todd FischerAsst Secretary/asst Treasu
Jennifer JohnsonCampus Administrator
Matthew MautheCEO
Julie MarksCFO
Michael LibbyCOO
Bill OswaldSecretary/treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Reinhart Boerner Van Deuren ScLegal ServicesPO BOX 2965, Milwaukee, WI 53201$165,002
Revenue and Support

Revenue Composition

Contributions and Grants
$5,817
Program Service Revenue
$5,412,597
Investment Income
$56,013
Other Revenue
$1,982
Change in Net Assets
$696,824
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,964,047
Other Expenses$809,885
Grants and Similar Amounts Paid$5,653
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,222,260--$3,222,260
Other Employee Benefits$497,193--$497,193
Payroll Taxes$194,677--$194,677
Fees for Services Legal-$164,271-$164,271
Conferences and Meetings$74,707--$74,707
Information Technology$73,358--$73,358
Other Expenses$106,232$61,489-$61,489
Fees for Services Other$3,159$55,035-$58,194
Office Expenses$52,114--$52,114
Pension Plan Contributions$49,917--$49,917
Occupancy$40,800--$40,800
Depreciation Depletion$20,688--$20,688
Advertising$13,593$1,350-$14,943
Fees for Service Investment Mgmnt Fees-$11,963-$11,963
Insurance$9,048--$9,048
Fees for Services Accounting-$6,618-$6,618
Grants to Domestic Orgs$5,653--$5,653
Total Functional Expenses$4,363,399$416,186$0$4,779,585
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

“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 Management Services Inc
EIN
39-1756037
Phone
9202610400
Address
1045 HILL STREET, WATERTOWN, WI 53098

Signing Officer

Name
Julie Marks
Title
CFO
Phone
9202610400
Signed
2021-04-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Matthew Mauthe
Formed
1992
Legal Domicile
Wi
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
6

Preparer

Firm
Cliftonlarsonallen Llp
Address
8215 GREENWAY BOULEVARD SUITE 600, MIDDLETON, WI 53562
Preparer
Kimberly Anderson
Phone
6086628600
Supplemental Narrative

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 757 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/ReportableCompFromRltdOrgAmt11124307
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt12160011
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt13130545
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt14131866
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt15118692
IRS990/Form990PartVIISectionAGrp/TitleTxt0VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2ASST SECRETARY/ASST TREASU
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt7CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt8COO
IRS990/Form990PartVIISectionAGrp/TitleTxt9CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt10CQO
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR OF HH
IRS990/Form990PartVIISectionAGrp/TitleTxt12CAMPUS ADMINISTRATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR OF HR
IRS990/Form990PartVIISectionAGrp/TitleTxt14RN
IRS990/Form990PartVIISectionAGrp/TitleTxt15CONTROLLER
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IRS990/Form990TFiledInd01
IRS990/FormationYr01992
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantAmt05653
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt05653
IRS990/GrantsToDomesticOrgsGrp/TotalAmt05653
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt05476409
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt073358
IRS990/InformationTechnologyGrp/TotalAmt073358
IRS990/InsuranceGrp/ProgramServicesAmt09048
IRS990/InsuranceGrp/TotalAmt09048
IRS990/InvestmentIncomeGrp/ExclusionAmt056013
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt056013
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt0250000
IRS990/InvestmentsProgramRelatedGrp/EOYAmt0250000
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02537596
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02576123
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt041583
IRS990/LandBldgEquipBasisNetGrp/BOYAmt027462
IRS990/LandBldgEquipBasisNetGrp/EOYAmt093023
IRS990/LandBldgEquipCostOrOtherBssAmt0134606
IRS990/LegalDomicileStateCd0WI
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/NetAssetsOrFundBalancesBOYAmt03797952
IRS990/NetAssetsOrFundBalancesEOYAmt04489253
IRS990/NetUnrelatedBusTxblIncmAmt0253247
IRS990/NetUnrlzdGainsLossesInvstAmt0-5523
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt03797952
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt04489253
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt040800
IRS990/OccupancyGrp/TotalAmt040800
IRS990/OfficeExpensesGrp/ProgramServicesAmt052114
IRS990/OfficeExpensesGrp/TotalAmt052114
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt080667
IRS990/OtherAssetsTotalGrp/EOYAmt0368512
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0497193
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0497193
IRS990/OtherExpensesGrp/Desc0PENALTIES & SETTLEMENTS
IRS990/OtherExpensesGrp/Desc1TAXES
IRS990/OtherExpensesGrp/Desc2DUES AND SUBSCRIPTION
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0115460
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt161489
IRS990/OtherExpensesGrp/ProgramServicesAmt0106232
IRS990/OtherExpensesGrp/TotalAmt0115460
IRS990/OtherExpensesGrp/TotalAmt1106232
IRS990/OtherExpensesGrp/TotalAmt261489
IRS990/OtherRevenueMiscGrp/BusinessCd0623990
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS REVENUE
IRS990/OtherRevenueMiscGrp/ExclusionAmt01982
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01982
IRS990/OtherRevenueTotalAmt01982
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt03222260
IRS990/OtherSalariesAndWagesGrp/TotalAmt03222260
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt0194677
IRS990/PayrollTaxesGrp/TotalAmt0194677
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt049917
IRS990/PensionPlanContributionsGrp/TotalAmt049917
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt037139
IRS990/PrincipalOfficerNm0MATTHEW MAUTHE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623990
IRS990/ProgramServiceRevenueGrp/BusinessCd1623990
IRS990/ProgramServiceRevenueGrp/BusinessCd2623990
IRS990/ProgramServiceRevenueGrp/Desc0MANAGEMENT FEES
IRS990/ProgramServiceRevenueGrp/Desc1ADMINISTRATIVE FEES
IRS990/ProgramServiceRevenueGrp/Desc2CONSULTING FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02248873
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1962480
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2203629
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03412534
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11526053
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2474010
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt01163661
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt1563573
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt2270381
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt029802
IRS990/PYOtherExpensesAmt0550116
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt05114993
IRS990/PYRevenuesLessExpensesAmt01475875
IRS990/PYSalariesCompEmpBnftPaidAmt03118804
IRS990/PYTotalExpensesAmt03668920
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt05144795
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0696824
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt05817
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt03414982
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0MARQUARDT MANAGEMENT SERVICES HAS A SINGLE MEMBER MARQUARDT VILLAGE. MARQUARDT VILLAGE IS THE PARENT CORPORATION FOR THE GROUP THAT MARQUARDT MANAGEMENT SERVICES SUPPORTS. ALL OF THE ORGANIZATIONS HAVE A HISTORIC AND CONTINUING RELATIONSHIP.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1MARQUARDT MANAGEMENT SERVICES, INC. PROVIDES SUPPORT FOR OTHER NON-PROFIT RETIREMENT COMMUNITIES.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION A, LINE 1:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION A, LINE 6:
IRS990ScheduleA/InvestmentIncomePYPct00.08290
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicSupportPY509Pct00.24330
IRS990ScheduleA/SupportedOrganizationsCnt07
IRS990ScheduleA/SupportedOrganizationsTotalCnt07
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0391126946
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1391647409
IRS990ScheduleA/SupportedOrgInformationGrp/EIN2391324889
IRS990ScheduleA/SupportedOrgInformationGrp/EIN3391294266
IRS990ScheduleA/SupportedOrgInformationGrp/EIN4391940920
IRS990ScheduleA/SupportedOrgInformationGrp/EIN5391563808
IRS990ScheduleA/SupportedOrgInformationGrp/EIN6611517711
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd00
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd10
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd20
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd30
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd40
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd50
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd60
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd110
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd210

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,294,318
Liabilities
$805,065
Net assets
$4,489,253
Revenue
$5,476,409
Expenses
$4,779,585
Net income
$696,824
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$16.9$2.54$14.4$16.9$12.2$4.72
2023Detailed filing. Detailed filing data is available for this year.$12.0$2.35$9.66$11.7$8.44$3.27
2022Detailed filing. Detailed filing data is available for this year.$7.36$0.97$6.38$8.12$7.43$0.70
2021Detailed filing. Detailed filing data is available for this year.$6.51$0.76$5.74$7.29$6.06$1.22
2020Detailed filing. Detailed filing data is available for this year.$5.29$0.81$4.49$5.48$4.78$0.70
2019Detailed filing. Detailed filing data is available for this year.$4.14$0.34$3.80$5.14$3.67$1.48
2018Detailed filing. Detailed filing data is available for this year.$2.78$0.46$2.31$4.32$2.89$1.43
2017Detailed filing. Detailed filing data is available for this year.$1.19$0.30$0.88$3.09$3.16$0.07
2016Summary only. Only limited summary data is available for this year.$0.95$0.00$0.95$1.18$0.39$0.78
2015Detailed filing. Detailed filing data is available for this year.$0.40$0.23$0.17$0.56$0.54$0.02
2014Detailed filing. Detailed filing data is available for this year.$6.10$8.03$1.94$0.92$1.18$0.26
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.15$6.83$1.67$0.11$1.32$1.21
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.21$6.68$0.46$1.52
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.69$6.80$0.11$1.63
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.90$8.37$1.48$1.75