MARQUARDT FOUNDATION INC

EIN: 391563808 501(c)(3)

WATERTOWN, WI

Total Revenue
$1,096,237
Total Expenses
$664,348
Total Assets
$12,211,023
Net Assets
$12,050,436
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1986
Legal Domicile
WI
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

THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE IS TO RAISE FUNDS FOR THE PROMOTION, ACQUISITION, OR OPERATION OF NURSING HOMES, HOSPITALS, SCHOOLS, RELIGIOUS INSTITUTES, BENEVOLENT, CHARITABLE OR EDUCATIONAL ACTIVITIES OR INSTITUTIONS OF ANY KIND AFFILIATED WITH OR SPONSORED BY THE WESTERN DISTRICT EXECUTIVE BOARD OF THE MORAVIAN CHURCH

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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%)

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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

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Liquidity & Cash Position

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Governance

Voting Members
5
Independent Members
5
Employees
N/A
Volunteers
5

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
3
$1,129,052
Total Directors
5
$0
Key Employees
4
$781,103
Highest Compensated
5
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
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