Form 990 for tax year 2022

Totals

Total revenue

$405,284

Total expenses

$448,370

Contributions and grants received

$0

Grants paid

$0

Program service revenue

$389,685

Investment income

$5,894

Other revenue

$9,705

Total assets, end of year

$1,472,573

Total liabilities, end of year

$2,042,377

Net assets or fund balances, end of year

-$569,804

Program services expenses (Part IX)

$358,625

Management and general expenses

$89,745

Fundraising expenses

$0

Program service expenses (Part III)

$358,625

Program services were 80.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Mission and programs · 2022

• LOW INCOME HOUSING THROUGH HUD FOR INDEPENDENT SENIORS.

  Expenses $358,625 · Revenue $399,390

As filed on the 2022 return.

Listed in Part VII

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

• MARQUARDT VILLAGE

  501(C)(3) · SUPPORT SERVICES · WI

• MARQUARDT MEMORIAL MANOR

  501(C)(3) · SKILLED NURSING FACILITY · WI

• MORAVIAN HOMES INC

  501(C)(3) · SENIOR HOUSING · WI

• MUELLER APARTMENTS

  501(C)(3) · LOW INCOME HOUSING · WI

• ZINZENDORF HALL INC

  501(C)(3) · ASSISTED LIVING · WI

• MARQUARDT HOME AND COMMUNITY BASED SERVICES

  501(C)(3) · HOME HEALTH AND HOSPICE · WI

• LINCOLN VILLAS NORTH INC

  501(C)(3) · LOW INCOME HOUSING · WI

• TRINITY TERRACE INC

  501(C)(3) · LOW INCOME HOUSING · WI

• ST ANNE'S HOME FOR THE ELDERLY MILWAUKEE INC

  501(C)(3) · LONG-TERM CARE · WI

• SASC INC

  501(C)(3) · ASSISTED LIVING · WI

• ST ELIZABETH MANOR

  501(C)(3) · ASSISTED LIVING · WI

• FOND DU LAC LUTHERAN HOME INC

  501(C)(3) · ASSISTED LIVING · WI

• LUTHERAN HOMES & HEALTH SERVICES

  501(C)(3) · MANAGEMENT SERVICES · WI

• LUTHERAN HOMES AND HEALTH SERVICES FOUNDATION INC

  501(C)(3) · FUND DEVELOPMENT · WI

• HILLS AT COURTLAND RIDGE

  501(C)(3) · RETIREMENT COMMUNITY DEVELOPMENT · WI

• SWRI INC

  501(C)(3) · ASSISTED LIVING · WI

• MARQUARDT FOUNDATION INC

  501(C)(3) · SUPPORT MARQUARDT VILLAGE & AFFILIATES · WI

• SINSINAWA NURSING

  501(C)(3) · ASSISTED NURSING · WI

• MARQUARDT MANAGEMENT SERVICES INC

  501(C)(3) · MANAGEMENT SERVICES · WI

• ILI SENIOR HOUSING CHAPEL VALLEY ROAD INC

  501(C)(3) · ASSISTED LIVING · WI

Provenance

Return type

form_990

Tax year

2022

Filed

15 November 2023

IRS schema version

2022v5.0

Source object

202323199349325082

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