2017 Fall MV Connections Newsletter WEB

FALL/WINTER 2017 2017 ANNUAL REPORTTHE POWER OF100 WOMENsee page 8A Mission of the Western District of the Moravian Church

2017 ANNUAL REPORTDear Friends of Marquardt Village, As the year winds to a close, we’re counting our blessings — from helping families and improving lives through the Marquardt Foundation, to completing our building projects, to welcoming many wonderful, new neighbors. We also feel very fortunate and blessed to have had another strong financial year. We’re right on track with where we thought we would be from both a construction standpoint as well as financially. You can review the financial details for operations and the Foundation on pages 3 and 4. You’ll see that we’re in a good financial position, especially considering we just finished the most recent phase of construction. The assumptions we made were correct. Our numbers are working. This allows us to continue with our master development plan, and carry our mission forward to serve the needs of people today and in the future.Many of you are asking what’s next. We purposely added this break into our master plan. It gives us a chance to fine-tuneour services and amenities, and become better and more efficient. Our attention to the little things helps us stand apart andenhance residents’ lives even more.We’re excited about continuing to develop and evolve Marquardt Village in big ways, too. In doing so, we’re taking a slow and steadyapproach, not a sprinter approach. This time gives us an opportunity to plan and prepare for the final phase of our redevelopment.You’ll often hear me say, our community is like a fine wine. We get better with age. As we approach our 50th anniversary, we’reexcited to honor our heritage and the founding ideals that make living at Marquardt Village so special. With that in mind, we’llhave some exciting things to unveil for 2019. We’re in the process of planning those now.Yes, there’s much to be grateful for this holiday season. As you gather around the table with friends and family, we wish youand yours good health and happiness. We’re grateful to have you in our lives and as a part of our community.Blessings, THE MARQUARDT VILLAGE MISSION:Matthew Mauthe, CEO “Grounded in faith, we promote the health and well-being of each individual we serve.”2017 Operating Annual Report .............................................................................. 3 The Joys of Apartment Living ............................................................................ 6-7Marquardt Foundation Annual Report ............................................................. 4 100 Women Who Care .......................................................................................... 8-9Welcome New Board Members ............................................................................. 4 Donor Appreciation .................................................................................................. 10Volunteer of the Year Pete Colletti ......................................................................... 5 Holiday Dining in Towne Centre ......................................................................... 11Welcome New Employees ................................................................................... 5, 7 Giving This Holiday ................................................................................................... 12

2017 ANNUAL REPORT OPERATING FINANCIAL INFORMATIONMarquardt Village, Inc. Marquardt Village, Inc.Consolidated Balance Sheet Consolidated Statement of Revenue and Expensesas of June 30, 2017 as of June 30, 2017Assets 8,538,466 Revenue 34,160,594Cash and Investments 2,752,560 Patient Service Revenue (net) 255,889Accounts Receivable (net) 35,876,726 Entrance Fees Property and Equipment (net) Contractual Allowance and Charity Care (8,378,134)Other Assets 881,321 Total Revenue 26,038,349Total Assets 48,049,073 ExpensesLiabilities and Net Assets Resident Care and Nursing 9,797,380Accounts Payable and Accrued Expenses 3,294,942 Dining Services 1,743,011Long-term Debt (including current portion) 20,552,049 Maintenance and Operations 2,190,300Entrance Fees 9,324,212 Administrative, Marketing and General 9,617,568Other Liabilities Interest 683,888 408,902 Depreciation and Amortization 2,242,939Total Liabilities 33,580,105 Total Expenses 26,275,086Total Net Assets 14,468,968Total Liabilites and Net Assets 48,049,073 Operating Income 236,737 Other Income (expense) Contributions 40,038 Investment Income (net) (260,166) Other (525,856) Excess of Revenue Over Expenses 589,323REVENUE EXPENSES Skilled Nursing Facility – 42% Resident Care and Nursing – 36%Home and Community Based Services – 20% Dining Services – 7% Assisted Living – 15% Maintenance and Operations –9% Independent Living – 12% Administrative, Marketing and General – 37% Management Fees – 11% Interest – 3% Depreciation and Amortization – 9% Due to rounding, percentages may not total 100 percent.

2017 ANNUAL REPORTFOUNDATIONFINANCIAL INFORMATIONMarquardt Foundation, Inc. Marquardt Foundation, Inc.Consolidated Balance Sheet Statement of Revenue and Expensesas of June 30, 2017 as of June 30, 2017Assets RevenueCash 19,164 General 76,157Investments 5,556,857 Spiritual Life Fund 34,525Pledges and Bequests Receivable (net) 10,961 Marquardt At Home Fund 39,206Property and Equipment (net) 2,848 Zinzendorf Hall 0Other 0 Employee Appreciation Fund 14,174 Write-Off of Uncollectible Pledges (13,575)Total Assets 5,589,830 Total Contributions 147,487Liabilities and Net AssetsAccounts Payable and Accrued Expenses 626,233 Investment Income 55,607 Investment Realized and Unrealized Gains (Losses) 583,301Total Liabilities 626,233 Total Revenue 786,395Total Net Assets 4,963,597 ExpensesTotal Liabilites and Net Assets 5,589,830 Donations to Marquardt Entities 61,636 Fundraising 14,783 Outreach 14,508 Volunteer Services 59,719 General Administration 158,454Thank you, our donors and our volunteers for your support.Please continue to help us when you can, however you can. Total Expenses 309,099 Increase in Net Assets 477,296Welcome New Foundation Board Member Paul Schmidt Foundation Board Member An attorney who specializes in helping families with estate planning, Paul Schmidt is active in the local community. In addition to the Marquardt Village Board of Directors, Paul serves on a variety of boards and committees, including those that support child abuse prevention, oversee and improve city parks, and help families living with the challenges of dementia. “This is an opportunity for me to help promote the mission and growth of Marquardt now and for the future,” said Paul. “I hope to help increase the foundation’s resources and publicize the good work that Marquardt does.”

Welcome New Staff Members Jaime Jaeger Marketing Counselor Jessica Nickels Director of Housing Jessica Nickels stepped into a new As Marketing Counselor, Jaime Jaeger role this fall as Housing Director. In her educates seniors about the benefits of new position, Jessica keeps residents moving to Marquardt Village, including informed and answers their questions the maintenance-free lifestyle, the about campus services. She serves as programs and amenities, and the full the single-point of contact for nearly continuum of care available onsite.“All of300 residents, and as an important resource for new residents the services we offer are right here under one roof. You don’t evenduring their move, making sure they have what they need. “I am have to walk outside,”said Jaime, who is originally from Watertowna firm believer in an open door policy,” said Jessica, a Watertown but moved to Ixonia with her husband 11 years ago.“Marquardtnative. “I want residents to be comfortable coming in to talk to Village is a great place. I enjoy sharing it with others. I look forwardme at any time.” to helping bring more friends and neighbors to our community.”Pete Colletti Named 2017 Volunteer of the Year Virtually every morning, volunteer VOLUNTEER Pete Colletti shows up at the FAST FACTS Marquardt Village Health Center, laughing and talking with residents and staff. • More than 300 During the week, he encourages residents in the exercise and therapy programs, and on Number of volunteers weekends, Pete updates the bulletin boards. He volunteers some 20 hours a week. • 19,282.25 “It keeps me busy. It’s lots of fun,” said Pete, Total volunteer hours in 2016 who has lived at Marquardt Village since 1993. • $454,289.81At the community’s Volunteer Open House held in April, Pete received a self-portrait painted by a local artist in honor of his dedication. He is one of more Total value of timethan 300 volunteers who donate their time and talents to enhance the livesof residents at Marquardt Village, according to Volunteer Services Coordinator 2017 Nominees forSandi Bathke, who oversees the volunteer programs. Volunteer of the Year“You always know when Pete is volunteering. You can hear his laughter down • Dawn Schwefelthe hall,” said Marquardt Village Activity Director Kim Henze, who nominatedPete for the award. “He has such a great sense of humor.” • Mary Ellen GrosskopfFor more information about becoming a volunteer, visit marquardtvillage.org/giving/volunteer, • Sally Greveor contact Sandi Bathke at [email protected] or (920) 206-4010. • Pete Colletti • Patricia (Kay) Nicoll Residents, staff, and fellow volunteers nominated 13 people for the award. The Marquardt Foundation Board of Directors made the final selection.

The Joys of Apartment LivingEnjoyable resident-driven programs inspire laughter and camaraderie, and create cherished connections.If you like the feeling of a close-knit community and of programs — from art and music to exercise classes and easy access to programs and amenities, then you’ll holiday parties, and much more, all just a minute from love apartment living at Marquardt Village. Our your front door.beautifully renovated ParkCentre North and Park “I love my apartment. It puts me Whether you choose aCentre South residential close to good friends and all of the 1-bedroom, 1½-bedroombuildings feature or a 2-bedroom, 2-bathcomfortable common great stuff at Towne Centre.” style, you’ll enjoy aspaces for gathering with - Jennifer Smith, Park Centre North resident since 2012 spacious floor plan andfriends and neighbors. the convenience of a fully equipped kitchen andYou can read by the fireplace in the central living area or stacked washer and dryer. Best of all, our attentive staffplay cards with neighbors in a cozy alcove. Within each takes care of everything, including the housekeepingapartment building, residents can participate in a variety and maintenance.

We even have you covered during the cold, wintermonths with heated underground parking and a heated,indoor walkway to Towne Centre. There’s no need tobundle up or worry about trekking through snow orslipping on ice.Both residential apartment buildings are connected toour community’s exciting, social hub. Even on the coldest,snowiest days, you can easily head over to Towne Centrefor a delicious, hot meal in one of our restaurants, try yogain Stretches, or catch a musical performance. It’s all part ofthe joy of apartment living at Marquardt Village. SELECTED APARTMENTS ARE NOW AVAILABLE AT PARK CENTRE. For more information, contact marketing at 920-206-4663. Welcome New Corporate Staff Member Joe Reischl Director of Corporate Sales and Marketing In his new role, Joe Reischl leads and supports the sales and marketing team at Marquardt Village, and works closely with management to develop future growth opportunities. He has more than 20 years of experience in sales, marketing, customer service and management. “I hope to bring new perspectives, leadership and motivation to achieve our goals,” said Joe. “The challenges we face are so worth it when you see how happy residents are after moving in.” Next time you see Joe, ask him about his music collection of more than 3,000 CDs and vinyl records.

The Power of a Shared GoalMarquardt’s 100 Women Who Care Promises Big ImpactWhat if you could help make a big impact with 16 teams made up of 60 women. Together, they raised just a little time and money? You can. With $1,600, funding the purchase of two 8-foot teak benches. Marquardt Village’s new 100 Women Who Care, Chee Chee Wallman was so inspired by the spirit of giving,you can help make people’s lives better with as little as she has offered to donate a third bench. The next meeting$100 per team and an hour of your time four times a year. will be held February 28.“It’s perfect for busy women with a small pocketbook Inspired by similar organizations around the country, theand a big heart,” said Cheryl Porior-Mayhew, Chief fundraising program is comprised of 100 women — orDevelopment Officer, and founding member of the group. teams of women — who meet quarterly and donateThe group held its first meeting on November 27 with $100 each to a collectively chosen cause. The shared goalTHANK YOU TO OUR FOUNDING MEMBERS!Judy Schoechert Kathy Siegel Judy Maas Jo BostromTiffany Caine Rev Barb Berg Cheryl Porior-Mayhew Cheryl Meyer

HAVE $25 TO GIVE? entitled to one vote, whether it’s donated by one woman or collected from a team of two or more women. Ask your friends and family to form a team of four. Together “It’s a wonderful opportunity for women to give, to know you can donate $100, and enjoy the where their dollars are going, and to have a voice,” said collaboration of deciding which project Tiffany Caine, Marquardt Foundation Board Member, and you’ll choose to vote for as a team. founding member of Marquardt’s 100 Women Who Care.means $10,000 goes to helping fund projects such as The group will meet again on February 28. For more information aboutdefraying the cost of unexpected healthcare expenses, joining, contact Cheryl at [email protected] orfulfilling the last wishes of a senior in hospice, and adding (920) 206-4000.special equipment throughout the village. IMAGINE THE IMPACT!“This is proof women can make an amazing differencewhen they work together as one. Through the group, $100 FROM 100 WOMENwe’ll see the power of collective giving with a major need 4 TIMES A YEARfulfilled in one night,” said Cheryl. FOR 5 YEARS =During each meeting, the women hear three projectsor needs and votes on which one to fund. Every $100 is $200,000

We greatly appreciate the support of the following individuals, churches, businesses, and organizations who shared their resources with Marquardt Village between April 1, 2017 and September 30, 2017. All gifts to Marquardt Foundation are used to improve services for our residents and those we serve in the greater community.INDIVIDUALS Patricia & Thomas Hunn Marion Mueller Patricia & Peter Laehr In Memory of Samson SchwefelAlex Adams Gayle Hunter Michaela Mueller In Honor of Marquardt Village Staff Don & Barb BartzKimber Ambrose Elisabeth Hying Kylee Murkley Gerald & Marilyn Jeuck In Memory of Kenneth SommerKatie Arbogast Hannah & Michael Ignarski Diane Neal In Honor of Florence Sweeney Pastoral Pastoral ServiceCathy Bader Kim Ignarski Rebecca Nehls Ann & Richard Nienow In Memory of Geneveve SosnowskiTrisha Barry Michael & Hannah Ignarski Roberta & Tim Neitzel In Honor of Mark Zoellick Joanne DuckworthAlyson Bates Patricia Ignarski Rolfe & Mary Nervig Bill & Jane Zoellick In Memory of Ken StelseSandra Bathke Lynn Ireland John Nickels In Memory of Doris Abel Beverly StelseAlexis Behnke Cathleen Jaggers William & Jan Nielsen John & Mary Ann Mantey In Memory of Dorothy StelterMichael Benson Anne Jahnke Mike & Jodi Nienow In Memory of Gwynnetha Bade Susan & Roger SchroederGrace Bentzin Amy Jambura Sean & Suzanne O’Connell Nancy Kroner In Memory of Edna StrasburgRev. Barbara Berg Andrew Johnson Jessica O’Marrah In Memory of Rick Bargo Joan Strasburg AllinderRachelle Bethards Jennifer Johnson Ashley Obregon Linda Bargo In Memory of Lloyd StrasburgRev. Raymond Bezanson Mary Beth Johnson Angela Olson In Memory of Carl Block Joan Strasburg AllinderDenise Blackbourn Joan Jones Nancy Percifield Shirley Steele In Memory of Sandra StraussShelly Bladorn Amber Kaesermann Emmanuel Perillo In Memory of Gertrude Block Michael & Valerie LessnerMalieha Bodary Tim & Peggy Kamke Catherine Pippin Shirley Steele In Memory of Margaret StueberSharon Boley Paula Kaulback Robin Pirkel In Memory of Paul Bratz Susan & Roger SchroederTaryn Braasch Gerald Kelm Barbara Pohl Margaret Bratz In Memory of Joyanne ThieryAlice Brandt Elesa Kinder Cheryl Porior-Mayhew & Jim Mayhew In Memory of Ethel Brewer Mary & Jim ZastrowPhillip Braunschweig Wendy King Stacy Ready Rev. Dr. Rick Brewer In Memory of Henry WagnerRev. Dr. Rick Brewer Brian Kirchberg Amairany Reyes In Memory of Lorraine Endres Anna WagnerSteven Brown Tracy Klentz Gregory & Pamela Rhodes Richard Schiller In Memory of Chuck WallmanBethany Brunner Tatum Kluewer Gail Riedasch In Memory of Deborah E. Erwin Chee Chee WallmanAmanda Burg Robert Kober Anne Roberson Walter Busby, Jr. In Memory of Lorraine YahnJoy & Patrick Caine Kevin Kohlhoff Beatrice Roberts In Memory of Gertrude Fehrmann Elna BraekerKasey Caine Diane Korn Tami Rodriguez Marlene Witte In Memory of Kenneth ZukDick Cerney Rebecca Kramer Michael Roesch In Memory of Delores Fredrick Dr. & Mrs. Fred GremmelsNicole Chwala Beth Kratzer Lucille Roessler-Engsberg Thomas & Bonnie Justmann Mary HananSherry & Russ Cira Linda Kraus Mike Rollert In Memory of Irene Hansen In Memory of Mary Ann ZukFay Claas Megan Krueger Cailyn Rosenow Pastoral Pastoral Service Mary HananCarly Cline Carol Kruesel Constance Sautebin In Memory of Merle Howard ORGANIZATIONSDeborah Cornella-Kirt Rachel Kuehl Joyce & Mark Scallon Raymond & Joan Hanson AdvaCare SystemsAimee Crass Deborah Kutz Judy & David Schoechert In Memory of Verona Howard Alliance RehabilitationMary Cromey Caleb LaChance Susan & Roger Schroeder Raymond & Joan Hanson Alliant Energy Foundation, Inc.Mary Daubert Steve LaChance Kim Schuett In Memory of Marvin Ihde Amazon Smile FoundationErlene Delano Jedd Lapid Jessica Schultz Judy & Jim Maas Angell Marketing, LLCKaren Derr Michelle Larson Kristene Schwartz In Memory of Virginia Ihde Bethesda Lutheran HomesTerri & Curt Detert Renee Lemonds Heidi Sellnow Judy & Jim Maas Capital Lakes Retirement CommunityTrudy & Robert Dobbratz Michael & Rachel Libby Ms. Leslyn Spinelli In Memory of Marilyn Kohls Clasen Quality ChocolateAubrey Dominguez Emily Liebhart Karen Spurgin Bonnie Gallup ClearPath Connections, LLCRenee & David Downs Elizabeth Lord Jerry Stelse Chris & Kevin Griswold CliftonLarsonAllen LLPJeff Draeger Allison & Pete Lorenz Phyllis Strasburg George Fred & Julie Guenterberg Communications EngineeringLaura Dresen Nathaniel Lueck Mary Supple Sharon HipkeBrett & Heidi Dunham Earl Maas Melisa Tews Joey Kaul Company (CEC)Donna & Jeff Engel Judy & Jim Maas Analie Grace Thomas Joseph Kohls Creative Business InteriorsKimberly Fehling Karen MacArthur Sandra Thornquist Todd & Amy Loeber Culligan Water ConditioningEmily Feiner Maria Macias Gary Thorpe Kathryn & Philip Rothschadl Daley Painting & DecoratingBarbara Fendt Shannon Magsamen Phyllis & Donald Timmel Beverly Spangler Eppstein Uhen ArchitectsSharon Fiedler Mark Mandel & Lynn Kirkstein Albert Troyke David & Gail Turner First Midwest BankVirginia Fisher Samantha Mankowski Gladys Vahl In Memory of Rachel Lauersdorf Gates Collision CentersHelen Foulke Joanne Marcussen Casey VandenBerg Dan & Nancy Jaeckel Koplin Excavating & Grading Co.Alice & Mark Frank Gabriela Mares Kimberly Vang In Memory of Elroy Liesener Lavin FinancialLori Frisch Julie & Dan Marks Teresa VonRueden Allen Fredrick Lenzendorf and Associates, LLCMorgan Frohmader Peter & Karen Martin Lynne Wagner Jean Grosenick Life Assist USADulcinea Galaviz Nicole Masche Rev. Aden & Bishop Kay Ward Jeff & Roni Kohlhoff M3 InsuranceLori Ganser Lynnae Mathison-Raether Carrie Weaver Andy & Jordan Kuehl Maas Bros ConstructionJoan & Gary Genz Rita Matzdorf Brian Weber (Fitzsimmons) Tom Kuehl Madison United Healthcare LinenBelinda Gerke Julie & Ronald Mauthe Brooke Weber Scott Lopas March To November Race Series Inc.George Golich Matt & Erika Mauthe Yvonne Weller Paul & Theresa Pankow Moore Construction ServicesStacey Gosdeck Kayla Mayer Emily Westenberg Ole & Karen Waldheim Moravian Church Western DistrictGlen & Isela Grams Joan McConville Tammy Wildish In Memory of Erna Manthey Moravian Larger Life FoundationDavid Griebl Robin McCreery Carla Wolfram George & Marilyn Hackbarth Moravian Ministries FoundationCarmen Groehler Kaylee McDonald Stephanie Wollitz In Memory of Audrey Papke New Horizon Foods, IncMarlene Guzman Kristin & Kenny McDonald Breyana Wolter Kenneth Papke Partnership BankJohn Hackbarth Brenda McGee Christie Worden In Memory of Vernice Rohloff Piper JaffrayFredric Hang Elizabeth & Richard McLaughlin Nancy Wrensch Brenda & Steve Neubauer Preferred PodiatryRev. Jane Harberg Marisa Menzel Jenny & Jamie Zwieg In Memory of Ruth Schick Reinhart Boerner Van Deuren SCMatiya Harenda Lawrence Metcalf Joe Schick Schaefer Soft Water, IncCallen Hayden Cheryl & Greg Meyer TRIBUTES In Memory of Richard Schlueter Sister Bay Moravian WomenGary & Delores Hefty Debra Meyer In Honor of Taryn Braasch Linda Bargo TCF National BankAmy Heintz Tammy Mielke Elgardie Fuchs In Memory of Ruby Schmidt TellurianKimberly Henze Aaron Milbrath In Honor of Lorna Hennig Diann & Douglas Fritsch Thrivent Financial for LutheransSarah Higgins Dirk Mlejnek Barbara Hennig William E. & Erna Kiessling Total Mechanical, IncDebra & Mike Hoefler Kimberly Mloddzik In Honor of Irene Kasmiskie Edith & Du Wayne Moore Watertown Moravian ChurchJenny Hoerth Mary Lou & Myron Moldenhauer Albert Kasmiskie Gregory & Jody Scheel Wis Pak Bottling Corp.Kimberly Holterman Kathleen Montini In Honor of Marquardt Village Residents Alice Schmidt In Memory of Archie DaleyDr. & Mrs. Jeff Horkan Ashley Morales Gerald & Marilyn Jeuck Beverly Stelse Daley Painting & Decorating We make every effort to ensure this list is accurate. If you notice an error or omission, please notify us at 920-206-4000.To view a complete list of donors from July 1, 2016 through June 30, 2017, please visit www.marquardtvillage.org/giving/

Come in from the coldfor somethingDeliciouslyDecadentAt Marquardt Village’s Towne Centre restaurants, RESTAURANT HOURS winter is cozier and more delicious than ever. Now that Grand Central Bistro and Crave are Grand Central Bistroopen to the public, you can share the great tastes and Casual dining and take outlively atmosphere with family and friends. Monday – Friday, 7 a.m. to 2:30 p.m. Closed Saturday and SundayChef Patty Moe’s well-crafted menus ensure you’ll findsomething to fit your every mood. You can stop by the Cravebistro for breakfast or lunch. Bring your guests for a Relaxed, upscale diningrelaxed, upscale dinner at Crave, and linger over coffee Monday – Friday, 4 p.m. to 8 p.m.by the cozy fireplace. Saturday, 10 a.m. to 8 p.m. Sunday, 10 a.m. to 5 p.m.If you have a family get-together or special occasioncoming up, let us take care of the cooking and cleaning. Happy HourSimply reserve the private dining room and ask Chef Monday – Friday, 4 p.m. to 5 p.m. All restaurant menus updated seasonally Moe’s culinary team to handle the catering. You’ll be free to relax and spend time with your guests. Whatever you choose, you’ll enjoy scratch-made recipes inspired by the season and created with fresh, wholesome ingredients. Chef Moe updates the menus from time to time so stop by frequently to see what’s deliciously new to try. Of course, everyone loves dining out. Gift certificates to Towne Centre restaurants make a wonderful gifts for birthdays, Mother’s Day, Father’s Day and more. For your one-stop shopping, visit the concierge desk at Towne Centre Monday - Friday 8 a.m. - 4:30 p.m., or call our receptionist at (920) 261-0400 to order your gift certificates.

Non-Profit Org US Postage PAID Mailings Direct 1045 Hill StreetWatertown, WI 53098Phone: 920-206-4663MarquardtVillage.orgSponsored by the Western Districtof the Moravian Church Resolve to Give in 2018 Thanks to our generous donors, the Marquardt Foundation is able to enhance our community, help hardworking families, and make a difference in the lives of seniors. Together, we’ve accomplished so much, including covering the cost of healthcare for those who can’t afford it, purchasing critical medical equipment that saves lives, creating a Music and Memory program, and more. Can you help us to continue our important mission by donating to the Marquardt Foundation? Every little bit adds up to make a big difference, truly. To make a donation to the Foundation, contact Cheryl Porior-Mayhew, Chief Development Officer, at [email protected] or (920) 206-4000. Address changes or requests to be removed from the Marquardt Connections mailing list can be emailed to [email protected].