Civic Intelligence

Commonheart Inc

EIN 39-1940920 • 501(c)3 • Watertown, WI

Profile

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

1045 Hill StreetWatertown, WI 53098

illuminus.us

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.31x

Higher debt load relative to assets than 63% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

47th percentile

0.20x

Higher debt load relative to revenue than 47% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

23rd percentile

-5.5%

Higher net margin than 23% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

93rd percentile

$658,684

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 3.7% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

15th percentile

-5.7%

Faster asset growth than 15% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

66th percentile

16%

Faster revenue growth than 66% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Down

$11,411,870

Down $685,222 (-5.7%) from 2023

Liabilities

Up

$3,524,215

Up $198,213 (+6.0%) from 2023

Net Assets

Down

$7,887,655

Down $883,435 (-10%) from 2023

Revenue

Up

$17,762,339

Up $2,396,761 (+16%) from 2023

Expenses

Up

$18,737,121

Up $2,715,250 (+17%) from 2023

Net Income

Down

-$974,782

Down $318,489 (-49%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0Assets 2011: $538,940Liabilities 2011: $3,010Net Assets 2011: $535,9302011Assets 2012: $1,289,496Liabilities 2012: $522,868Net Assets 2012: $766,6282012Assets 2013: $1,383,158Liabilities 2013: $100,548Net Assets 2013: $1,282,6102013Assets 2014: $2,049,350Liabilities 2014: $351,655Net Assets 2014: $1,697,6952014Assets 2015: $2,788,389Liabilities 2015: $297,414Net Assets 2015: $2,490,9752015Assets 2016: $3,249,913Liabilities 2016: $380,293Net Assets 2016: $2,869,6202016Assets 2017: $3,226,150Liabilities 2017: $348,866Net Assets 2017: $2,877,2842017Assets 2018: $4,278,724Liabilities 2018: $680,181Net Assets 2018: $3,598,5432018Assets 2019: $5,167,694Liabilities 2019: $947,959Net Assets 2019: $4,219,7352019Assets 2020: $6,473,865Liabilities 2020: $1,394,380Net Assets 2020: $5,079,4852020Assets 2021: $9,140,172Liabilities 2021: $1,478,659Net Assets 2021: $7,661,5132021Assets 2022: $10,677,298Liabilities 2022: $1,277,204Net Assets 2022: $9,400,0942022Assets 2023: $12,097,092Liabilities 2023: $3,326,002Net Assets 2023: $8,771,0902023Assets 2024: $11,411,870Liabilities 2024: $3,524,215Net Assets 2024: $7,887,6552024

Highlighted filing

2024

Assets$11,411,870
Liabilities$3,524,215
Net Assets$7,887,655

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$20M$15M$10M$5.0M$0-$5.0MRevenue 2011: $118,998Expenses 2011: $78,059Net Income 2011: $40,9392011Revenue 2012: $958,496Expenses 2012: $663,190Net Income 2012: $295,3062012Revenue 2013: $2,040,665Expenses 2013: $1,564,199Net Income 2013: $476,4662013Revenue 2014: $3,220,973Expenses 2014: $2,809,181Net Income 2014: $411,7922014Revenue 2015: $5,015,456Expenses 2015: $4,222,176Net Income 2015: $793,2802015Revenue 2016: $4,878,089Expenses 2016: $4,499,444Net Income 2016: $378,6452016Revenue 2017: $5,425,771Expenses 2017: $5,418,107Net Income 2017: $7,6642017Revenue 2018: $8,096,122Expenses 2018: $7,374,863Net Income 2018: $721,2592018Revenue 2019: $10,172,719Expenses 2019: $9,551,527Net Income 2019: $621,1922019Revenue 2020: $11,344,055Expenses 2020: $10,484,305Net Income 2020: $859,7502020Revenue 2021: $14,598,397Expenses 2021: $12,016,369Net Income 2021: $2,582,0282021Revenue 2022: $15,469,800Expenses 2022: $13,604,718Net Income 2022: $1,865,0822022Revenue 2023: $15,365,578Expenses 2023: $16,021,871Net Income 2023: -$656,2932023Revenue 2024: $17,762,339Expenses 2024: $18,737,121Net Income 2024: -$974,7822024

Highlighted filing

2024

Revenue$17,762,339
Expenses$18,737,121
Net Income-$974,782

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$11.4$3.52$7.89$17.8$18.7$0.97
2023Detailed filing. Detailed filing data is available for this year.$12.1$3.33$8.77$15.4$16.0$0.66
2022Detailed filing. Detailed filing data is available for this year.$10.7$1.28$9.40$15.5$13.6$1.87
2021Detailed filing. Detailed filing data is available for this year.$9.14$1.48$7.66$14.6$12.0$2.58
2020Detailed filing. Detailed filing data is available for this year.$6.47$1.39$5.08$11.3$10.5$0.86
2019Detailed filing. Detailed filing data is available for this year.$5.17$0.95$4.22$10.2$9.55$0.62
2018Detailed filing. Detailed filing data is available for this year.$4.28$0.68$3.60$8.10$7.37$0.72
2017Detailed filing. Detailed filing data is available for this year.$3.23$0.35$2.88$5.43$5.42$0.01
2016Detailed filing. Detailed filing data is available for this year.$3.25$0.38$2.87$4.88$4.50$0.38
2015Detailed filing. Detailed filing data is available for this year.$2.79$0.30$2.49$5.02$4.22$0.79
2014Detailed filing. Detailed filing data is available for this year.$2.05$0.35$1.70$3.22$2.81$0.41
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.38$0.10$1.28$2.04$1.56$0.48
2012Summary only. Only limited summary data is available for this year.$1.29$0.52$0.77$0.96$0.66$0.30
2011Summary only. Only limited summary data is available for this year.$0.54$0.00$0.54$0.12$0.08$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 14, 2025
Return Version
2023v6.0
Gross Receipts
$17,776,944
Mission and Program Overview

Mission

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

To provide home and community based services to the elderly and handicapped.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$4,189,511$4,600,521▲ $411,010
Investments in Publicly Traded Securities$5,084,036$3,924,220▼ $1,159,816
Land, Buildings, and Equipment, Net$739,535$1,326,718▲ $587,183
Cash and Non-Interest-Bearing Accounts$10,401$182,993▲ $172,592
Intangible Assets$0$47,500▲ $47,500
Prepaid Expenses and Deferred Charges$10,589$33,961▲ $23,372
Total Assets$12,097,092$11,411,870▼ $685,222
Other Assets Total$2,063,020$1,295,957▼ $767,063
Liabilities
Accounts Payable and Accrued Expenses$1,493,921$1,776,039▲ $282,118
Other Liabilities$1,553,624$1,429,792▼ $123,832
Deferred Revenue$278,457$318,384▲ $39,927
Total Liabilities$3,326,002$3,524,215▲ $198,213
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$8,771,090$7,887,655▼ $883,435
Total Net Assets Fund Balance$8,771,090$7,887,655▼ $883,435
Total Liabilities and Net Assets / Fund Balance$12,097,092$11,411,870▼ $685,222

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$1,049,107$22,321$1,071,428
Equipment$277,611$110,078$387,689
Other Assets Org$19,670--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeOtherTotal
Dave BertschVP of Facilities & ConstructionPT$149,807$149,807
Keith VanlanduytSVP of Marketing & PhilantPT$145,127$145,127

Board Members and Trustees

NameTitle
Todd FischerPresident
Kevin KohlhoffBoard Member
Mike WilkesBoard Member
Rev Bruce NelsonBoard Member
Rev Katie Van Der LindenBoard Member
Lisa WhiteDirector of Hospice
Jennifer JohnsonExecutive Director-the Mar
Scott DettmannAsst Secretary/asst Treasu
Matthew MautheCEO
Nicole ChwalaCFO
Rose BorckRn - Snf
Robert MeidenbauerSecretary/treasurer
Justin MunzelSenior VP of Commonheart
Sherry CiraSVP of Administration
Jeff HackelSVP of Hr
Michael LibbySVP of Operations
Mark PietrowiakVP of Business Development
Jeff HoffmanVP of Construction 9/1/23
Gary ThorpeVP of Human Resources
Revenue and Support

Revenue Composition

Contributions and Grants
$96,636
Program Service Revenue
$17,537,739
Investment Income
$127,964
Other Revenue
$0
Change in Net Assets
$-974,782
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$9,643,591
Other Expenses$9,093,530
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$7,426,497$770,025-$8,196,522
Fees for Services Other$2,869,590$227,511-$3,097,101
Fees for Services Management-$880,244-$880,244
Other Employee Benefits$667,984$71,826-$739,810
Office Expenses$734,407--$734,407
Payroll Taxes$537,538$55,865-$593,403
Fees for Services Accounting-$458,451-$458,451
Information Technology$456,654--$456,654
Conferences and Meetings$300,307--$300,307
Advertising-$258,924-$258,924
Occupancy$233,238--$233,238
Pension Plan Contributions$102,891$10,965-$113,856
Insurance$70,477--$70,477
Depreciation Depletion$57,998--$57,998
Fees for Services Legal-$54,057-$54,057
Other Expenses$48,584$1,177,843-$48,584
Fees for Service Investment Mgmnt Fees-$19,126-$19,126
All Other Expenses$17,731--$17,731
Interest$533--$533
Total Functional Expenses$14,752,284$3,984,837$0$18,737,121
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Long-term Lease Liability - Operating Leases$799,275
Current Lease Liability - Operating Leases$479,667
Due to Affiliates$93,103
Long-term Debt Financing Costs$23,611
Current Maturities of Long-term Debt$16,667
Long-term Lease Liability - Financing Leases$13,977
Current Lease Liability - Financing Leases$3,492
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

The form 990 is prepared by an independent accounting firm and reviewed by the organization's accounting team and approved by the cfo. A copy of the 990 is provided to each board member.

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
Commonheart Inc
EIN
39-1940920
Phone
9202610400
Address
1045 HILL STREET, WATERTOWN, WI 53098

Signing Officer

Name
Nicole Chwala
Title
CFO
Phone
9202610400
Signed
2025-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Matthew Mauthe
Formed
1998
Legal Domicile
Wi
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
62

Preparer

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

Additional Explanations

Form 990, Part IX, Line 11G

Contract services: program service expenses 169,797. Management and general expenses 0. Fundraising expenses 0. Total expenses 169,797. Therapy: program service expenses 2,052,904. Management and general expenses 0. Fundraising expenses 0. Total expenses 2,052,904. Allocations: program service expenses 646,889. Management and general expenses 0. Fundraising expenses 0. Total expenses 646,889. Hospital: program service expenses 0. Management and general expenses 9,669. Fundraising expenses 0. Total expenses 9,669. Medical director: program service expenses 0. Management and general expenses 217,842. Fundraising expenses 0. Total expenses 217,842.

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/TitleTxt0PRESIDENT
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IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
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IRS990/Form990PartVIISectionAGrp/TitleTxt10VP OF BUSINESS DEVELOPMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt11SVP OF HR
IRS990/Form990PartVIISectionAGrp/TitleTxt12SVP OF ADMINISTRATION
IRS990/Form990PartVIISectionAGrp/TitleTxt13VP OF HUMAN RESOURCES
IRS990/Form990PartVIISectionAGrp/TitleTxt14SENIOR VP OF COMMONHEART
IRS990/Form990PartVIISectionAGrp/TitleTxt15EXECUTIVE DIRECTOR-THE MAR
IRS990/Form990PartVIISectionAGrp/TitleTxt16SVP OF MARKETING & PHILANT
IRS990/Form990PartVIISectionAGrp/TitleTxt17VP OF CONSTRUCTION 9/1/23
IRS990/Form990PartVIISectionAGrp/TitleTxt18RN - SNF
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR OF HOSPICE
IRS990/Form990PartVIISectionAGrp/TitleTxt20VP OF FACILITIES & CONSTRUCTION
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