Form 990 for tax year 2024
Filed by ILLUMINUS RETIREMENT COMMUNITIES INC.
What the amendment changed
Compared with the return it replaced , filed 15 May 2025. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.
- Total revenue
- $25,563,854 changed to $53,899,385
- Total expenses
- $29,055,215 changed to $57,567,941
- Contributions and grants received
- $1,883 changed to $0
- Program services expenses
- $26,436,355 changed to $50,484,995
- Management and general expenses
- $2,618,860 changed to $7,082,946
- Program service expenses (Part III)
- $26,436,355 changed to $50,484,995
Listed only on the earlier return
- JIM FETT
- KIM SUHS
- MIKE KROLCZYK
- TERRY SCHLEIF
Listed only on the later return
- DAVID BERTSCH
- DENNIS KONKOL
- GARY THORPE
- JEFF HACKEL
- JENNIFER JOHNSON
- JULIE MARKS
- JUSTIN MUNZEL
- KEITH VANLANDUYT
- KEN SMITH
- KEVIN KOHLHOFF
- LYNNE WAGNER
- MARK PIETROWIAK
- MIKE JONES
- NICOLE MARTIN
- REV KATE VAN DER LINDEN
- ROBERT MEIDENBAUER
- SCOTT DETTMANN
- SHERRY CIRA
- STEVER HEROUX
- SUZANNE WHITTY
- TODD FISCHER
Listed under a different title
- MICHAEL LIBBY: COO then SVP OF OPERATIONS
Totals
- Total revenue
- $53,899,385
- Total expenses
- $57,567,941
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- not reported
- Investment income
- not reported
- Other revenue
- not reported
- Total assets, end of year
- not reported
- Total liabilities, end of year
- not reported
- Net assets or fund balances, end of year
- not reported
- Program services expenses (Part IX)
- $50,484,995
- Management and general expenses
- $7,082,946
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $50,484,995
Program services were 87.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
TODD FISCHER
PRESIDENT
- Total calculated
- $0
- Hours/week
- 0.5 + 3.5 related
-
ROBERT MEIDENBAUER
SECRETARY/TREASURER
- Total calculated
- $0
- Hours/week
- 0.5 + 3.5 related
-
SCOTT DETTMANN
ASST SECRETARY/ASST TREASURER
- Total calculated
- $0
- Hours/week
- 0.5 + 3.5 related
-
DENNIS KONKOL
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5 + 3.5 related
-
KEVIN KOHLHOFF
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5 + 3.5 related
-
REV KATE VAN DER LINDEN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5 + 3.5 related
-
LYNNE WAGNER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5 + 3.5 related
-
STEVER HEROUX
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5 + 3.5 related
-
MATTHEW MAUTHE
CEO
- Total calculated
- $696,724
- From this org
- $0
- From related orgs
- $669,611
- Other
- $27,113
- Hours/week
- 5 + 35 related
Schedule J breakdown matched by us
- Base
- $0 + $633,048 related
- Bonus
- $0 + $36,563 related
- Other
- $0
- Deferred
- $0 + $9,054 related
- Nontaxable benefits
- $0 + $18,059 related
- Filer's total
- $0 + $696,724 related
-
NICOLE CHWALA
CFO
- Total calculated
- $324,057
- From this org
- $0
- From related orgs
- $297,163
- Other
- $26,894
- Hours/week
- 5 + 35 related
Schedule J breakdown matched by us
- Base
- $0 + $292,057 related
- Bonus
- $0 + $5,106 related
- Other
- $0
- Deferred
- $0 + $9,164 related
- Nontaxable benefits
- $0 + $17,730 related
- Filer's total
- $0 + $324,057 related
-
MICHAEL LIBBY
SVP OF OPERATIONS
- Total calculated
- $353,228
- From this org
- $0
- From related orgs
- $331,150
- Other
- $22,078
- Hours/week
- 5 + 35 related
Schedule J breakdown matched by us
- Base
- $0 + $326,895 related
- Bonus
- $0 + $4,255 related
- Other
- $0
- Deferred
- $0 + $7,667 related
- Nontaxable benefits
- $0 + $14,411 related
- Filer's total
- $0 + $353,228 related
-
KEN SMITH
PRESIDENT OF ILLUMINUS
- Total calculated
- $77,055
- From this org
- $0
- From related orgs
- $74,009
- Other
- $3,046
- Hours/week
- 5 + 35 related
-
JULIE MARKS
CFO
- Total calculated
- $0
- Hours/week
- 5 + 35 related
-
JUSTIN MUNZEL
SENIOR VP OF COMMONHEART
- Total calculated
- $248,173
- From this org
- $0
- From related orgs
- $222,386
- Other
- $25,787
- Hours/week
- 5 + 35 related
Schedule J breakdown matched by us
- Base
- $0 + $215,046 related
- Bonus
- $0 + $7,340 related
- Other
- $0
- Deferred
- $0 + $7,041 related
- Nontaxable benefits
- $0 + $18,746 related
- Filer's total
- $0 + $248,173 related
-
MARK PIETROWIAK
VP OF BUSINESS DEVELOPMENT
- Total calculated
- $246,280
- From this org
- $0
- From related orgs
- $219,632
- Other
- $26,648
- Hours/week
- 5 + 35 related
Schedule J breakdown matched by us
- Base
- $0 + $192,625 related
- Bonus
- $0 + $27,007 related
- Other
- $0
- Deferred
- $0 + $6,413 related
- Nontaxable benefits
- $0 + $20,235 related
- Filer's total
- $0 + $246,280 related
-
JEFF HACKEL
SVP OF HR
- Total calculated
- $244,535
- From this org
- $0
- From related orgs
- $221,648
- Other
- $22,887
- Hours/week
- 5 + 35 related
Schedule J breakdown matched by us
- Base
- $0 + $216,542 related
- Bonus
- $0 + $5,106 related
- Other
- $0
- Deferred
- $0 + $6,357 related
- Nontaxable benefits
- $0 + $16,530 related
- Filer's total
- $0 + $244,535 related
-
SHERRY CIRA
SVP OF ADMINISTRATION
- Total calculated
- $238,495
- From this org
- $0
- From related orgs
- $231,019
- Other
- $7,476
- Hours/week
- 5 + 35 related
Schedule J breakdown matched by us
- Base
- $0 + $231,019 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $5,762 related
- Nontaxable benefits
- $0 + $1,714 related
- Filer's total
- $0 + $238,495 related
-
JENNIFER JOHNSON
EXECUTIVE DIRECTOR-THE MAR
- Total calculated
- $186,500
- From this org
- $0
- From related orgs
- $163,698
- Other
- $22,802
- Hours/week
- 5 + 35 related
Schedule J breakdown matched by us
- Base
- $0 + $163,698 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $5,250 related
- Nontaxable benefits
- $0 + $17,552 related
- Filer's total
- $0 + $186,500 related
-
GARY THORPE
VP OF HUMAN RESOURCES
- Total calculated
- $182,518
- From this org
- $0
- From related orgs
- $160,918
- Other
- $21,600
- Hours/week
- 5 + 35 related
Schedule J breakdown matched by us
- Base
- $0 + $153,812 related
- Bonus
- $0 + $7,106 related
- Other
- $0
- Deferred
- $0 + $5,059 related
- Nontaxable benefits
- $0 + $16,541 related
- Filer's total
- $0 + $182,518 related
-
DAVID BERTSCH
SVP OF FACILITIES AND CONSTRUCTION
- Total calculated
- $196,721
- From this org
- $0
- From related orgs
- $180,010
- Other
- $16,711
- Hours/week
- 5 + 35 related
Schedule J breakdown matched by us
- Base
- $0 + $174,904 related
- Bonus
- $0 + $5,106 related
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0 + $16,711 related
- Filer's total
- $0 + $196,721 related
-
KEITH VANLANDUYT
SVP OF MARKETING AND PHILANTHROPY
- Total calculated
- $195,209
- From this org
- $0
- From related orgs
- $188,017
- Other
- $7,192
- Hours/week
- 5 + 35 related
Schedule J breakdown matched by us
- Base
- $0 + $188,017 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $5,633 related
- Nontaxable benefits
- $0 + $1,559 related
- Filer's total
- $0 + $195,209 related
-
MIKE JONES
EXECUTIVE DIRECTOR
- Total calculated
- $179,940
- From this org
- $0
- From related orgs
- $165,761
- Other
- $14,179
- Hours/week
- 5 + 35 related
Schedule J breakdown matched by us
- Base
- $0 + $165,761 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $4,280 related
- Nontaxable benefits
- $0 + $9,899 related
- Filer's total
- $0 + $179,940 related
-
SUZANNE WHITTY
EXECUTIVE DIRECTOR
- Total calculated
- $163,468
- From this org
- $0
- From related orgs
- $150,061
- Other
- $13,407
- Hours/week
- 5 + 35 related
Schedule J breakdown matched by us
- Base
- $0 + $150,061 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $4,447 related
- Nontaxable benefits
- $0 + $8,960 related
- Filer's total
- $0 + $163,468 related
-
NICOLE MARTIN
SVP OF SALES
- Total calculated
- $138,472
- From this org
- $0
- From related orgs
- $133,166
- Other
- $5,306
- Hours/week
- 5 + 35 related
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
Answered yes
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 3
- RELATED 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
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.
-
501(C)(3) · ASSISTED LIVING · WI
Directly controlled by MARQUARDT VILLAGE INC
-
501(C)(3) · SENIOR HOUSING · WI
Directly controlled by MARQUARDT VILLAGE INC
-
501(C)(3) · SENIOR HOUSING · WI
Directly controlled by MARQUARDT VILLAGE INC
-
501(C)(3) · LOW INCOME HOUSING · WI
Directly controlled by MARQUARDT VILLAGE INC
-
501(C)(3) · SKILLED NURSING FACILITY · WI
Directly controlled by MARQUARDT VILLAGE INC
-
501(C)(3) · MANAGEMENT SERVICES · WI
-
501(C)(3) · HOME HEALTH, HOSPICE AND EMERGENCY RESPONSE SERVICES · WI
Directly controlled by MARQUARDT VILLAGE INC
-
ILLUMINUS RETIREMENT COMMUNITIES INC
501(C)(3) · DEVELOPMENT OF RETIREMENT COMMUNITIES · WI
Directly controlled by MARQUARDT VILLAGE INC
-
ST ANNES'S HOME FOR THE ELDERLY MILWAUKEE
501(C)(3) · LONG TERM CARE FOR THE ELDERLY · WI
Directly controlled by MARQUARDT VILLAGE INC
-
501(C)(3) · LONG TERM CARE FOR THE ELDERLY · WI
Directly controlled by MARQUARDT VILLAGE INC
-
501(C)(3) · LOW INCOME SENIOR HOUSING · WI
Directly controlled by MARQUARDT VILLAGE INC
-
501(C)(3) · LOW INCOME HOUSING · WI
Directly controlled by MARQUARDT VILLAGE INC
-
501(C)(3) · SENIOR HOUSING · WI
Directly controlled by MARQUARDT VILLAGE INC
-
501(C)(3) · SENIOR HOUSING · WI
Directly controlled by MARQUARDT VILLAGE INC
-
501(C)(3) · SUPPORT MARQUARDT VILLAGE INC & AFFILIATES · WI
Directly controlled by MARQUARDT VILLAGE INC
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Disregarded entities
Part I: entities that legally are the filer and file no return of their own.
-
SKILLED NURSING AND ASSITED LIVING · WI
-
PROPERTY MANAGEMENT · WI
-
PROPERTY MANAGEMENT · WI
-
INDEPENDENT LIVING DUPLEXES · WI
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
C · INVESTMENTS · WI
Directly controlled by MARQUARDT VILLAGE
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 12 May 2026
- IRS schema version
- 2024v5.5
- Source object
- 202611349349304901
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