Marquardt Management Services Inc
- Assets
- $6.5m
- Revenue
- $7.3m
- Investments
- $0.0
- Employees
- 0
- Location
- Watertown, WI
- Founding
- 12/1996
- Data as of
- 06/2021
- EIN
- 39-1756037
Organization Overview
Marquardt Management Services Inc is located in Watertown, WI. The organization was established in 1996. According to its NTEE Classification (T70) the organization is classified as: Federated Giving Programs, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Marquardt Management Services Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2021, Marquardt Management Services Inc generated $7.3m in total revenue. This organization has experienced exceptional growth, as over the past 6 years, it has increased revenue by an average of 53.4% each year . All expenses for the organization totaled $6.1m during the year ending 06/2021. While expenses have increased by 49.5% per year over the past 6 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
PROVIDE MANAGEMENT SERVICES TO MARQUARDT VILLAGE ENTITIES AND TO OTHER NON-PROFIT RETIREMENT COMMUNITIES.
Describe the Organization's Program Activity:
Part 3 - Line 4a
MARQUARDT MANAGEMENT SERVICES, INC. (MARQUARDT MANAGEMENT) IS A MANAGEMENT COMPANY PROVIDING SERVICES TO MARQUARDT VILLAGE ENTITIES AND TO OTHER UNRELATED NONPROFIT RETIREMENT COMMUNITIES.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Scott Dettmann Asst Secretary/asst Treasurer | OfficerTrustee | 0.5 | $0 |
Robert Meidenbauer Secretary/treasurer | OfficerTrustee | 0.5 | $0 |
William Oswald Vice President | OfficerTrustee | 0.5 | $0 |
Todd Fischer President | OfficerTrustee | 0.5 | $0 |
Michael Libby COO | Officer | 5 | $0 |
Matthew Mauthe CEO | Officer | 5 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $4,825 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $0 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $4,825 |
| Total Program Service Revenue | $7,249,742 |
| Investment income | $27,117 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $7,287,760 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $4,350,356 |
| Pension plan accruals and contributions | $63,687 |
| Other employee benefits | $622,120 |
| Payroll taxes | $265,029 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $165,159 |
| Fees for services: Accounting | $10,518 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $11,547 |
| Fees for services: Other | $46,323 |
| Advertising and promotion | $1,165 |
| Office expenses | $53,210 |
| Information technology | $104,892 |
| Royalties | $0 |
| Occupancy | $43,181 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $71,291 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $45,896 |
| Insurance | $12,576 |
| All other expenses | $0 |
| Total functional expenses | $6,063,179 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $2,426,365 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $543,471 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $42,208 |
| Net Land, buildings, and equipment | $153,405 |
| Investments—publicly traded securities | $2,619,716 |
| Investments—other securities | $0 |
| Investments—program-related | $300,000 |
| Intangible assets | $0 |
| Other assets | $420,712 |
| Total assets | $6,505,877 |
| Accounts payable and accrued expenses | $764,020 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $764,020 |
| Net assets without donor restrictions | $5,741,857 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $6,505,877 |
Grants Recieved
Over the last fiscal year, we have identified 2 grants that Marquardt Management Services Inc has recieved totaling $11,634.
| Awarding Organization | Amount |
|---|---|
Marquardt Foundation Inc Watertown, WI PURPOSE: FUND STAFF APPRECIATION | $5,817 |
Marquardt Foundation Inc Watertown, WI PURPOSE: FUND STAFF APPRECIATION | $5,817 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Crown Family Foundation Chicago, IL | $468,729,562 | $19,005,366 |
Christian Community Health Center Chicago, IL | $24,875,996 | $21,223,346 |
Pritzker Family Philanthropic Fund Chicago, IL | $175,241,348 | $15,696,254 |
Memorial Foundation Inc Belleville, IL | $139,919,506 | $17,553,919 |
United Way Of Saginaw County Saginaw, MI | $5,861,014 | $15,211,110 |
United Way Of South Central Michigan Kalamazoo, MI | $21,915,676 | $10,619,393 |
Marquardt Home And Community Based Services Inc Watertown, WI | $9,140,172 | $14,598,397 |
Best Buy Foundation Richfield, MN | $56,998,788 | $22,106,255 |
Winning Wheels Inc Prophetstown, IL | $11,909,541 | $13,671,140 |
United Way Fox Cities Inc Menasha, WI | $16,186,120 | $10,302,524 |
Heart Of Illinois United Way Inc Peoria, IL | $14,132,248 | $9,955,140 |
United Way Of Midland County Midland, MI | $18,815,763 | $12,494,265 |