Civic Intelligence

Marquardt Management Services Inc

990 • Fiscal year 2021 • EIN 39-1756037

Jul 01, 2020 to Jun 30, 2021 • Filed on May 16, 2022

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

49th percentile

0.12x

Higher debt load relative to assets than 49% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

41st percentile

0.10x

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

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Net Margin

58th percentile

17%

Higher net margin than 58% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

95th percentile

$541,383

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 7.4% of source-year revenue.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Asset Growth

74th percentile

23%

Faster asset growth than 74% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

71st percentile

33%

Faster revenue growth than 71% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets49th percentile

Assets

Up

$6,505,877

Up $1,211,559 (+23%) from 2020

Net Assets

Up

$5,741,857

Up $1,252,604 (+28%) from 2020

Liabilities

Down

$764,020

Down $41,045 (-5.1%) from 2020

Revenue And Expenses
Liabilities / Revenue41st percentileNet Margin58th percentile

Revenue

Up

$7,287,760

Up $1,811,351 (+33%) from 2020

Expenses

Up

$6,063,179

Up $1,283,594 (+27%) from 2020

Net Income

Up

$1,224,581

Up $527,757 (+76%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth74th 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

2021

Assets$6,505,877
Liabilities$764,020
Net Assets$5,741,857
Open 2021 Filing

Operations Trend

Revenue Growth71st 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

2021

Revenue$7,287,760
Expenses$6,063,179
Net Income$1,224,581
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 16, 2022
Return Version
2020v4.2
Gross Receipts
$7,287,760
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$2,576,123$2,619,716▲ $43,593
Cash and Non-Interest-Bearing Accounts$1,390,628$2,426,365▲ $1,035,737
Accounts Receivable$578,893$543,471▼ $35,422
Investments Program Related$250,000$300,000▲ $50,000
Land, Buildings, and Equipment, Net$93,023$153,405▲ $60,382
Prepaid Expenses and Deferred Charges$37,139$42,208▲ $5,069
Total Assets$5,294,318$6,505,877▲ $1,211,559
Other Assets Total$368,512$420,712▲ $52,200
Liabilities
Accounts Payable and Accrued Expenses$805,065$764,020▼ $41,045
Total Liabilities$805,065$764,020▼ $41,045
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,489,253$5,741,857▲ $1,252,604
Total Net Assets Fund Balance$4,489,253$5,741,857▲ $1,252,604
Total Liabilities and Net Assets / Fund Balance$5,294,318$6,505,877▲ $1,211,559

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$68,353$71,561$139,914
Other Land Buildings$85,052$15,918$100,970
Other Assets Org$420,712--
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Nicole ChwalaControllerPT$147,032$147,032
Cheryl MeyerDirector of HhPT$145,415$145,415
Michelle GodfreyCampus AdministratorPT$145,262$145,262
Rose BorckRnPT$142,755$142,755

Board Members and Trustees

NameTitle
Todd FischerPresident
Mark PietrowiakPresident (thru 9/20)
William OswaldVice President
Katie Van Der LindenBoard Member
Mike WilkesBoard Member
Mitzi CassBoard Member
Rev Bruce NelsonBoard Member
Gary ThorpeDirector of Hr
Scott DettmannAsst Secretary/asst Treasurer
Jennifer JohnsonCampus Administrator
Matthew MautheCEO
Julie MarksCFO
Michael LibbyCOO
Sherry CiraCQO
Robert MeidenbauerSecretary/treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Reinhart Boerner Van Deuren ScLegal ServicesPO BOX 2965, Milwaukee, WI 53201$118,946
Revenue and Support

Revenue Composition

Contributions and Grants
$4,825
Program Service Revenue
$7,249,742
Investment Income
$27,117
Other Revenue
$6,076
Change in Net Assets
$1,224,581
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$5,301,192
Other Expenses$761,987
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$4,350,356--$4,350,356
Other Employee Benefits$622,120--$622,120
Payroll Taxes$265,029--$265,029
Fees for Services Legal-$165,159-$165,159
Information Technology$104,892--$104,892
Conferences and Meetings$71,291--$71,291
Pension Plan Contributions$63,687--$63,687
Office Expenses$53,210--$53,210
Fees for Services Other$36,802$9,521-$46,323
Depreciation Depletion$45,896--$45,896
Occupancy$43,181--$43,181
Other Expenses$26,757$36,522-$26,757
Insurance$12,576--$12,576
Fees for Service Investment Mgmnt Fees-$11,547-$11,547
Fees for Services Accounting-$10,518-$10,518
Advertising$1,015$150-$1,165
Total Functional Expenses$5,829,762$233,417$0$6,063,179
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
Nicole Chwala
Title
CFO
Phone
9202610400
Signed
2022-05-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Matthew Mauthe
Formed
1992
Legal Domicile
Wi
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
8

Preparer

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

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt9504101
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10274543
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt11258624
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt12169240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt13150965
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt14130250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt15167625
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt16127178
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt17132199
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt18140367
IRS990/Form990PartVIISectionAGrp/TitleTxt0VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5PRESIDENT (THRU 9/20)
IRS990/Form990PartVIISectionAGrp/TitleTxt6SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt7ASST SECRETARY/ASST TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt10COO
IRS990/Form990PartVIISectionAGrp/TitleTxt11CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt12CQO
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR OF HR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR OF HH
IRS990/Form990PartVIISectionAGrp/TitleTxt15CAMPUS ADMINISTRATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16RN
IRS990/Form990PartVIISectionAGrp/TitleTxt17CONTROLLER
IRS990/Form990PartVIISectionAGrp/TitleTxt18CAMPUS ADMINISTRATOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01992
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt07287760
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt0104892
IRS990/InformationTechnologyGrp/TotalAmt0104892
IRS990/InsuranceGrp/ProgramServicesAmt012576
IRS990/InsuranceGrp/TotalAmt012576
IRS990/InvestmentIncomeGrp/ExclusionAmt027117
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt027117
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt0250000
IRS990/InvestmentsProgramRelatedGrp/EOYAmt0300000
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02576123
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02619716
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt087479
IRS990/LandBldgEquipBasisNetGrp/BOYAmt093023
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0153405
IRS990/LandBldgEquipCostOrOtherBssAmt0240884
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/NetAssetsOrFundBalancesBOYAmt04489253
IRS990/NetAssetsOrFundBalancesEOYAmt05741857
IRS990/NetUnrelatedBusTxblIncmAmt0463999
IRS990/NetUnrlzdGainsLossesInvstAmt028023
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt04489253
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt05741857
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt043181
IRS990/OccupancyGrp/TotalAmt043181
IRS990/OfficeExpensesGrp/ProgramServicesAmt053210
IRS990/OfficeExpensesGrp/TotalAmt053210
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0368512
IRS990/OtherAssetsTotalGrp/EOYAmt0420712
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0622120
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0622120
IRS990/OtherExpensesGrp/Desc0TAXES
IRS990/OtherExpensesGrp/Desc1DUES AND SUBSCRIPTION
IRS990/OtherExpensesGrp/Desc2OTHER ALLOCATED FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt036522
IRS990/OtherExpensesGrp/ProgramServicesAmt0132950
IRS990/OtherExpensesGrp/ProgramServicesAmt126757
IRS990/OtherExpensesGrp/TotalAmt0132950
IRS990/OtherExpensesGrp/TotalAmt136522
IRS990/OtherExpensesGrp/TotalAmt226757
IRS990/OtherRevenueMiscGrp/BusinessCd0623990
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS REVENUE
IRS990/OtherRevenueMiscGrp/ExclusionAmt06076
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt06076
IRS990/OtherRevenueTotalAmt06076
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt04350356
IRS990/OtherSalariesAndWagesGrp/TotalAmt04350356
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt0265029
IRS990/PayrollTaxesGrp/TotalAmt0265029
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt063687
IRS990/PensionPlanContributionsGrp/TotalAmt063687
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt037139
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt042208
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/RelatedOrExemptFuncIncomeAmt02917294
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11427560
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2273384
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt04608895
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12192860
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2447987
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt01691601
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt1765300
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt2174603
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt05817
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt05653
IRS990/PYInvestmentIncomeAmt056013
IRS990/PYOtherExpensesAmt0809885
IRS990/PYOtherRevenueAmt01982
IRS990/PYProgramServiceRevenueAmt05412597
IRS990/PYRevenuesLessExpensesAmt0696824
IRS990/PYSalariesCompEmpBnftPaidAmt03964047
IRS990/PYTotalExpensesAmt04779585
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt05476409
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01224581
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt04825
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt04618238
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/MajorityDirTrstSupportedOrgInd01

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,505,877
Liabilities
$764,020
Net assets
$5,741,857
Revenue
$7,287,760
Expenses
$6,063,179
Net income
$1,224,581
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