MARQUARDT FOUNDATION INC

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1986

Legal Domicile

Principal Officer

MATTHEW MAUTHE

Phone

9202610400

Tax Period

2022-07-01 to 2023-06-30

MARQUARDT FOUNDATION INC, founded in 1986, is a community nonprofit that reported $1.1M in total revenue in fiscal year 2022. Revenue fell 79% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $432K, a strong 39% operating margin.

Mission

GROUNDED IN FAITH, WE PROMOTE THE HEALTH AND WELL-BEING OF EACH INDIVIDUAL WE SERVE

Program Service Accomplishments

Program 1

Expenses: $603,204

MARQUARDT FOUNDATION, INC SOLICITS AND CONTROLS ASSETS FOR THE BENEFIT OF MARQUARDT VILLAGE, INC AND ITS AFFILIATES. THE FOUNDATION PROVIDES FUNDS FOR HOSPICE, CHAPEL, RESIDENT ACTIVITIES, AND OTHER...

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $846,488

Program Service Revenue $0

Investment Income $270,836

Other Revenue $-21,087

TOTAL REVENUE $1,096,237

Expense Breakdown

Grants Paid $536,616

Salaries & Benefits $9,597

Fundraising Expenses $0

Program Expenses $603,204

Other Expenses $118,135

TOTAL EXPENSES $664,348

Year-over-Year Comparison

	2022	2021	Change
Revenue	$1,096,237	$5,300,535	-0.8%
Expenses	$664,348	$180,384	+2.7%
Net Income	$431,889	$5,120,151	-0.9%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$1,129,052

Total Directors

Key Employees

$781,103

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROLFE NERVIG	PRESIDENT	0.50	Director	$0	$0	$0
REV DR RICK BREWER	VICE PRESIDENT	0.50	Director	$0	$0	$0
MIKE NIENOW	SECRETARY/TREASURER	0.50	Director	$0	$0	$0
DONNELL GEIB	ASST SECRETARY/ASST TREASU	0.50	Director	$0	$0	$0
PAUL SCHMIDT	BOARD MEMBER	0.50	Director	$0	$0	$0
MATTHEW MAUTHE	CEO	5.00	Officer	$0	$31,737	$584,491
NICOLE CHWALA	CFO	5.00	Officer	$0	$19,384	$227,049
MICHAEL LIBBY	SVP OF OPERATIONS	5.00	Officer	$0	$27,605	$317,512
SHERRY CIRA	SVP OF ADMINISTRATOR	5.00	Key Emp	$0	$3,670	$176,381
JEFF HACKEL	SVP OF HR	5.00	Key Emp	$0	$5,307	$191,048
JENNIFER JOHNSON	EXECUTIVE DIRECTOR- THE MARQUARDT	5.00	Key Emp	$0	$21,521	$177,339
JUSTIN MUNZEL	SVP OF COMMONHEART	5.00	Key Emp	$0	$8,895	$236,335
KEITH VANLANDUYT	SVP OF MARKETING & PHILANTHROPY	5.00	Highest	$0	$454	$142,949
MARK PIETROWIAK	VP OF BUSINESS DEVELOPMENT	5.00	Highest	$0	$24,936	$216,321
JEFF HOFFMAN	VP OF CONSTRUCTION	5.00	Highest	$0	$21,394	$187,175
GARY THORPE	VP OF HUMAN RESOURCES	5.00	Highest	$0	$6,410	$168,448
LISA WHITE	DIRECTOR OF HOSPICE	5.00	Highest	$0	$11,148	$133,939

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$1,096,237	$664,348	$12,211,023	$431,889
2022	$5,300,535	$180,384	$10,810,428	$5,120,151
2021	$1,184,992	$211,648	$8,396,411	$973,344
2020	$510,877	$273,219	$6,365,184	$237,658
2019	$554,044	$347,790	$6,455,028	$206,254