Civic Intelligence

Swr1 Inc.

990 • Fiscal year 2021 • EIN 85-1449153

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

Organization ProfileN/A
1045 Hill StreetWatertown, WI 53098

(920) 206-4930

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

69th percentile

0.29x

Higher debt load relative to assets than 69% of similar nonprofits.

2021 filings • NTEE E • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

54th percentile

0.15x

Higher debt load relative to revenue than 54% of similar nonprofits.

2021 filings • NTEE E • $1M-$5M nonprofits • Source year 2021

Net Margin

33rd percentile

0.3%

Higher net margin than 33% of similar nonprofits.

2021 filings • NTEE E • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

86th percentile

$541,383

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 13.0% of source-year revenue.

2021 filings • NTEE E • $1M-$5M nonprofits • Source year 2021

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Balance Sheet
Liabilities / Assets69th percentile

Assets

$2,122,234

No earlier filing loaded for comparison.

Net Assets

$1,511,619

No earlier filing loaded for comparison.

Liabilities

$610,615

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin33rd percentile

Revenue

$4,157,488

No earlier filing loaded for comparison.

Expenses

$4,145,869

No earlier filing loaded for comparison.

Net Income

$11,619

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0-$1.0MAssets 2021: $2,122,234Liabilities 2021: $610,615Net Assets 2021: $1,511,6192021Assets 2022: $1,986,555Liabilities 2022: $782,121Net Assets 2022: $1,204,4342022Assets 2023: $455,193Liabilities 2023: $52,599Net Assets 2023: $402,5942023Assets 2024: $290,886Liabilities 2024: -$87,481Net Assets 2024: $378,3672024

Highlighted filing

2021

Assets$2,122,234
Liabilities$610,615
Net Assets$1,511,619
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2021: $4,157,488Expenses 2021: $4,145,869Net Income 2021: $11,6192021Revenue 2022: $3,827,431Expenses 2022: $4,134,616Net Income 2022: -$307,1852022Revenue 2023: $1,705,990Expenses 2023: $2,507,830Net Income 2023: -$801,8402023Revenue 2024: $601,305Expenses 2024: $625,532Net Income 2024: -$24,2272024

Highlighted filing

2021

Revenue$4,157,488
Expenses$4,145,869
Net Income$11,619
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
$4,157,488
Mission and Program Overview

Mission

Organize, construst, operate and maintain a care center in southwestern wisconsin for the elderly and infirm.

Organize, operate and maintain a care center in southwestern wisconsin for the elderly and infirm.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts-$1,405,171-
Land, Buildings, and Equipment, Net$0$469,035▲ $469,035
Accounts Receivable-$245,672-
Prepaid Expenses and Deferred Charges-$2,356-
Total Assets$0$2,122,234▲ $2,122,234
Liabilities
Other Liabilities$0$318,341▲ $318,341
Accounts Payable and Accrued Expenses-$212,102-
Grants Payable-$80,172-
Total Liabilities$0$610,615▲ $610,615
Net Assets / Fund Balance
Net Assets Without Donor Restrictions-$1,511,619-
Total Net Assets Fund Balance$0$1,511,619▲ $1,511,619
Total Liabilities and Net Assets / Fund Balance$0$2,122,234▲ $2,122,234

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$229,189$44,594$273,783
Equipment$191,741$42,234$233,975
Land$48,105-$48,105
Compensation and Service Providers
Top Officer Pay86th percentile

Board Members and Trustees

NameTitle
Matt MauthePresident/CEO
Dan RohrbachDirector
Doug RogersDirector
Lou SchweigertDirector
Michael LibbyDirector
Julie MarksSecretary
Jesse SookochoffTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$192,056
Program Service Revenue
$3,503,233
Investment Income
$0
Other Revenue
$462,199
All Other Contributions
$1,430
Change in Net Assets
$11,619
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,099,145
Salaries, Compensation, and Employee Benefits$2,046,724
Total Fundraising Expense$988
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,486,782$78,390-$1,565,172
Fees for Services Other$837,835$28,711-$866,546
Other Employee Benefits$475,555$5,997-$481,552
Fees for Services Management-$326,770-$326,770
Depreciation Depletion$86,828--$86,828
Insurance$59,169$4,316-$63,485
Other Expenses$39,995$159,120$988$39,995
Fees for Services Legal-$35,519-$35,519
All Other Expenses$169$27,947-$28,116
Conferences and Meetings$136$12,739-$12,875
Office Expenses$1,666$5,238-$6,904
Advertising$1,030--$1,030
Total Functional Expenses$3,429,476$715,405$988$4,145,869
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
Due to Related Parties$318,341
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
No
Backup withholding compliance
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
No
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“LINE 3 EXPLANATION -”

Form 990, Part VI, Section A, Line 8B

“LINE 8B EXPLANATION -”

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

“Line 11b explanation - the treasurer reviews the form 990 in detail before submitting it to the other officers for review.”

Form 990, Part VI, Section C, Line 19

“The governing documents and financial statements are only available upon request.”

Filing and Contact Details

Filer

Filer Name
Swr1 Inc
EIN
85-1449153
Phone
9202064930
Address
1045 HILL STREET, WATERTOWN, WI 53098

Signing Officer

Name
Nicole Chwala
Title
CFO
Phone
9202064930
Signed
2022-05-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Matthew Mauthe
Formed
2020
Legal Domicile
Wi
Voting Board Members
7
Independent Board Members
5
Employees
0
Volunteers
5

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

“Contracted services: program service expenses 837,835. Management and general expenses 28,711. Fundraising expenses 0. Total expenses 866,546.”

FORM 990, PART XI, LINE 9:

“Contributions from members 1,500,000.”

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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1250508
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt08550
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt17522
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt028732
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt133076
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt0397
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt1229
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0MATT MAUTHE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1JULIE MARKS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT/CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1SECRETARY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0541383
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1315141
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0RELATED ORGANIZATIONS USE THE FOLLOWING TO ESTABLISH THE COMPENSATION OF THE CEO/EXECUTIVE DIRECTOR: INDEPENDENT COMPENSATION CONSULTANT FORM 990 OF OTHER ORGANIZATIONS COMPENSATION SURVEY OR STUDY APPROVAL BY THE BOARD OF COMPENSATION COMMITTEE
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART 1, LINE 3:
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LINE 3 EXPLANATION -
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1LINE 8B EXPLANATION -
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2LINE 11B EXPLANATION - THE TREASURER REVIEWS THE FORM 990 IN DETAIL BEFORE SUBMITTING IT TO THE OTHER OFFICERS FOR REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE ONLY AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 837,835. MANAGEMENT AND GENERAL EXPENSES 28,711. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 866,546.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CONTRIBUTIONS FROM MEMBERS 1,500,000.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XI, LINE 9:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt0MARQUARDT FOUNDATION INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0475473378
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0WI
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0INVESTMENTS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0MARQUARDT INVESTMENTS INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt01045 HILL STREET
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0WATERTOWN
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0WI
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd053098
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd30
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd40
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd50
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd60
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd70
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd80
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0HILLS AT CORTLAND RIDGE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1SWR1 INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2MARQUARDT FOUNDATION INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt3MARQUARDT HOME AND COMMUNITY BASED SERVICES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt4MUELLER APARTMENTS INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt5MORAVIAN HOMES INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt6MARQUARDT MANAGEMENT SERVICES INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt7ZINZENDORF HALL INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt8MARQUARDT MEMORIAL MANOR INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0611517711
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1851449153
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2391563808
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN3391940920
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN4391294266
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN5391324889
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN6391756037
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN7391647409
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN8391126946
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt3501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt4501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt5501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt6501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt7501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt8501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd3WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd4WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd5WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd6WI

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$2,122,234
Liabilities
$610,615
Net assets
$1,511,619
Revenue
$4,157,488
Expenses
$4,145,869
Net income
$11,619
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.29$0.09$0.38$0.60$0.63$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.46$0.05$0.40$1.71$2.51$0.80
2022Detailed filing. Detailed filing data is available for this year.$1.99$0.78$1.20$3.83$4.13$0.31
2021Detailed filing. Detailed filing data is available for this year.$2.12$0.61$1.51$4.16$4.15$0.01