2017-11-13T15:16:49-06:00 2016-12-31 410746749 CLIFTONLARSONALLEN LLP 5001 SPRING VALLEY ROAD SUITE 600W DALLAS TX 75244 990 2016-01-01 741388420 MORNINGSIDE MINISTRIES MORN 2107341000 700 BABCOCK RD SAN ANTONIO TX 78201 JORDAN LOVELADY CHIEF OPERATING OFFICER 2107341000 2017-11-10 1 MICHAEL SIEGEL P01587323 9723835700 67.137.57.251 2017-11-10 16:38:11 CS P B6B6F2B8D30A14866FB848EA848D3547AA51FF29 BE513847ECB6496CD10712CB2856D3F7866665A3 2016 2017-02-10 21:41:12Z PATRICK L CRUMP 700 BABCOCK RD SAN ANTONIO TX 78201 49802656 0 X WWW.MMLIVING.ORG X 1959 TX THE FAITH-BASED MISSION OF MORNINGSIDE MINISTRIES IS TO ENHANCE THE DIGNITY AND THE QUALITY OF LIFE OF OLDER ADULTS, THEIR FAMILIES AND CARE-GIVERS WITH COMPASSIONATE CARE. 12 12 1053 150 0 0 1879042 1269725 45505728 46856866 -328845 85534 86220 1319329 47142145 49531454 4317585 40815155 0 0 25713103 27556884 0 0 0 21462022 23016905 51492710 91388944 -4350565 -41857490 57450294 152518331 99408629 107731829 -41958335 44786502 X THE MISSION OF MORNINGSIDE IS TO "ENHANCE THE DIGNITY AND THE QUALITY OF LIFE OF OLDER ADULTS, THEIR FAMILIES AND CAREGIVERS WITH COMPASSIONATE CARE." 0 0 33844649 16640603 19103846 NURSING SERVICES - PROVIDES COMPLETE RANGE OF HEALTH SERVICES TO RESIDENTS IN NURSING BEDS AND IN ASSISTED LIVING RESIDENCES. RESIDENTS RECEIVE SKILLED AND INTERMEDIATE NURSING CARE, MEALS, DIETITIAN'S SERVICES, AND A WIDE RANGE OF RECREATIONAL ACTIVITIES. IT ALSO INCLUDES A FULL RANGE OF REHABILITATION SERVICES, INCLUDING PHYSICAL, OCCUPATIONAL AND SPEECH THERAPY. SPECIALIZED NURSING AND THERAPEUTIC SERVICES ARE AVAILABLE FOR RESIDENTS LIVING WITH ALZHEIMER'S DISEASE OR OTHER DEMENTIA-RELATED DISEASES. DURING 2016, ABOUT 1,100 RESIDENTS WERE PROVIDED FULL-TIME NURSING CARE, INCLUDING REHABILITATION SERVICES AND MEMORY CARE. THESE SERVICES INCLUDE RESIDENTS WHO ARE PRIVATE PAY, MEDICARE, MEDICAID, AND COVENANT FUND (CHARITY ASSISTANCE). 15517295 7629481 8758844 ENVIROMENTAL SERVICES - INCLUDES HOUSEKEEPING AND LAUNDRY SERVICES FOR APPROXIMATELY 800 RESIDENTS ON A DAILY BASIS. ALSO INCLUDES THE MAINTENANCE OF THE GROUNDS, BUILDINGS, PLANT AND EQUIPMENT CONNECTED WITH APPROXIMATELY 600,000 SQ. FT. OF BUILDINGS LOCATED ON THREE SEPARATE CAMPUSES. ALSO INCLUDES PROVIDING MEETING PLACES FOR VARIOUS LOCAL ELDERLY AND HEALTH SERVICE GROUP'S EDUCATIONAL ACTIVITIES. 15542046 7641651 8772816 ANCILLARY SERVICES - INCLUDES INTERNAL FEEDING, IV'S, LABS, RESPIRATORY, TPN, OCCUPATIONAL, SPEECH, PHYSICAL AND OTHER THERAPY SERVICES TO THE RESIDENTS AND COMMUNITY. ALSO INCLUDES PROVIDING MEETING PLACES FOR VARIOUS LOCAL ELDERLY AND HEALTH SERVICE GROUP'S EDUCATIONAL ACTIVITIES. 3472163 1707179 1959886 LIFE ENRICHMENT - SERVICES PERFORMED BY SOCIAL WORKERS, CHAPLAINS AND SOCIAL ACTIVITIES STAFF. THIS AREA ALSO INCLUDES SERVICES SUCH AS THE BARBER AND BEAUTY SHOPS WHICH ARE PROVIDED AT A NOMINAL CHARGE FOR THE RESIDENTS. SOCIAL WORKERS, TOGETHER WITH HEALTH SERVICES AND SOCIAL SERVICES STAFFS, EVALUATE THE NEEDS OF THE RESIDENTS AND THEN PLAN AND DESIGN PROGRAMS TO ENHANCE THE DAILY LIVES OF APPROXIMATELY 1,100 RESIDENTS AS WELL AS THE ELDERLY COMMUNITY AT LARGE. THE PROGRAMS ARE ENHANCED BY APPROXIMATELY 10,000 HOURS CONTRIBUTED BY VOLUNTEERS FROM THE COMMUNITY. 871736 428612 492057 COMMUNITY OUTREACH - MMLEARN.ORG AT MORNINGSIDE MINISTRIES IS A WEB-BASED, DISTANCE-LEARNING SERVICE PROVIDING TRAINING AND SUPPORT TO THOSE CARING FOR OLDER ADULTS. THIS INCLUDES FAMILIES CARING FOR A LOVED ONE AT HOME; CHURCH MEMBERS AND COMMUNITY VOLUNTEERS MINISTERING TO OLDER FRIENDS AND NEIGHBORS; AND HEALTHCARE WORKERS EMPLOYED IN HOME CARE, NURSING HOMES, ASSISTED LIVING, AND OTHER HEALTHCARE FACILITIES. MMLEARN.ORG USES INTERACTIVE WEBCASTING AND WEB PRESENTATION TECHNOLOGY TO PROVIDE CAREGIVER TRAINING AND SUPPORT. TRAINING PRESENTATIONS ARE RECORDED AND CAN BE VIEWED ON MMLEARN.ORG 24/7. WITHOUT ANY ADDITIONAL SOFTWARE, CAREGIVERS SEE AND HEAR THE INSTRUCTOR, AS WELL AS VIEW POWERPOINT OR OTHER PRESENTATION MATERIALS USED BY THE INSTRUCTOR. ATTENDEES ASK QUESTIONS OR RESPOND TO INSTRUCTOR PROMPTS USING "ASK AND "POLLING" OPTIONS. CAREGIVERS CAN VIEW LIVE PRESENTATIONS IN REAL-TIME OR RECORDED VIDEOS ON-DEMAND AT ANY TIME THROUGHOUT THE YEAR. THOSE VIEWING ON-DEMAND EMAIL THEIR QUESTIONS AND COMMENTS TO THE INSTRUCTOR AND CAN EXPECT A RESPONSE WITHIN 72 HOURS. VIDEOS COVER A VERY WIDE RANGE OF TOPICS FROM PRACTICAL CAREGIVING TECHNIQUES SUCH AS CHANGING A BED WITH SOMEONE IN IT TO COMPLEX MEDICATION MANAGEMENT. ALL PRESENTERS ARE EXPERTS IN THEIR FIELDS OF GERIATRICS, GERONTOLOGY, LONG-TERM CARE, AND PASTORAL CARE, INCLUDING PHYSICIANS, NURSES, SOCIAL WORKERS, PHYSICAL THERAPISTS, PSYCHIATRISTS, AND OTHERS. SUBTITLING IN SPANISH HAS BEEN AVAILABLE ON MANY VIDEOS SINCE 2014. SINCE ITS FOUNDING IN 2007, MMLEARN.ORG HAS PRODUCED MORE THAN 350 CAREGIVER EDUCATION VIDEOS. THEY HAVE BEEN VIEWED MORE THAN 350,000 TIMES IN 2016. 13764410 6767630 7769416 DIETARY SERVICES - PROVIDES DAILY MEALS FOR APPROXIMATELY 1,100 RESIDENTS. DIETARY SERVICES INCLUDE SELECTIVE MENUS (GIVING RESIDENTS A CHOICE OF MENUS) AND ACCOMMODATE THE NEEDS OF ALL DIET TYPES FROM PUREE, GROUND, SALT, CALORIE REGULATED AND ANY OTHER SPECIAL NUTRITION NEEDS OF THE RESIDENTS ON A 24 HOUR BASIS. 18108309 8903421 10221359 83012299 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 1 165 0 1053 1 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X JORDAN LOVELADY 2107341000 700 BABCOCK ROAD SAN ANTONIO TX 78201 MR BOB SCOTT CHAIRMAN 4.00 0.00 X X 0 0 0 DANA FORGIONE PHD TREASURER 2.00 0.00 X X 0 0 0 DAVID WAY MD SECRETARY 2.00 0.00 X X 0 0 0 MS VICKI BOYCE BOARD MEMBER 2.00 0.00 X 0 0 0 MS PATRICIA BRIDWELL BOARD MEMBER 2.00 0.00 X 0 0 0 BISHOP JAMES DORFF PAST EX-OFFICIO MEMBER 2.00 0.00 X 0 0 0 MR CLARENCE GERFERS BOARD MEMBER 2.00 0.00 X 0 0 0 MS FRANCES GRAZA-ALVARDO BOARD MEMBER 2.00 0.00 X 0 0 0 MICHAEL LICHTENSTEIN MD MSC BOARD MEMBER 2.00 0.00 X 0 0 0 BISHOP JOEL MARTINEZ EX-OFFICIO MEMBER 2.00 0.00 X 0 0 0 MS JULIE BRAY PATTERSON BOARD MEMBER 2.00 0.00 X 0 0 0 RT REV DAVID REED EX-OFFICIO MEMBER 2.00 0.00 X 0 0 0 MS DORCAS SAMPSON PAST BOARD MEMBER 2.00 0.00 X 0 0 0 MS POLLY JACKSON SPENCER BOARD MEMBER 2.00 0.00 X 0 0 0 MR BOB WEHMEYER PAST BOARD MEMBER 2.00 0.00 X 0 0 0 LEO CUTCLIFF EVP OPERATIONS 38.00 2.00 X 153366 0 3917 JOAN DIXON VP FINANCE 24.00 16.00 X 139505 0 8403 MR ALVIN LOEWENBERG PRESIDENT/CEO 28.00 12.00 X 255757 0 58874 CAROLYN WORTHEN EXECUTIVE DIRECTOR 40.00 0.00 X 148505 0 2132 SUZANNE HUBER EXECUTIVE DIRECTOR 40.00 0.00 X 142812 0 2170 MARIA WELLISCH VP QUALITY ASSURANCE 40.00 0.00 X 138866 0 3279 GRACIELA KANALAS PHARMACIST 40.00 0.00 X 129846 0 3735 LUCILLE CRAWFORD PHARMACIST IN CHARGE 40.00 0.00 X 126836 0 2300 1235493 0 84810 15 0 1 0 KOONTZ MCCOMBS CONSTRUCTION LTD 755 E MULBERRY STE 100 SAN ANTONIO TX 78212 CONSTRUCTION SERVICES 4804623 RELIANT PRO REHAB 5212 VILLAGE CREEK PARKWAY PLANO TX 75093 THERAPY SERVICES 2091833 MORRISON COMMUNITY LIVING PO BOX 102289 ATLANTA GA 30368 DIETARY SERVICES 1430580 INGRAM ROOFING 17430-1 BANDERA ROAD HELOTES TX 78023 CONSTRUCTION SERVICES 562535 MILBERGER'S NURSERY 3920 N LOOP 1604 EAST SAN ANTONIO TX 78247 LANDSCAPING SERVICES 360149 19 X 1269725 1269725 ROOM & BOARD 623000 36816715 36816715 RESIDENT THERAPY & PHARMACY REVEN 623000 8100102 8100102 SALE OF MEDICAID BED LICENSE 623000 1515000 1515000 AMORTIZATION OF ENTRANCE FEES 623990 425049 425049 46856866 87492 87492 84621 0 84621 84621 84621 240479 28765 242128 29074 -1649 -309 -1958 -1958 OTHER REVENUE 812900 344434 344434 TRANSPORTATION REVENUE 812900 214142 214142 MEAL REVENUE 812900 182350 182350 493782 493782 1234708 49531454 46856866 0 1404863 40815155 40815155 548627 445814 102813 23326620 18893824 4432796 251815 203962 47853 1629322 1319699 309623 1800500 1458348 342152 142080 142080 37567 37567 5522 5522 3993208 3568088 425120 540253 16511 523742 55882 29174 26708 249613 249613 2449464 2378060 71404 45441 1732 43709 44563 9225 35338 3710160 3710160 698913 698913 360862 23667 337195 PHARMACEUTICALS 3607603 3607603 SUPPLIES 2502930 2335478 167452 FOOD COSTS 2165557 2165557 PLANT OPERATIONS & MANA 664660 664660 1742627 666669 1075958 91388944 83012299 8376645 0 571420 1917165 13511714 13597532 4086587 3107760 400877 428511 435365 447825 11691736 7644797 2950724 4046939 35493607 128972599 57450294 152518331 5115213 4156234 13533635 27831699 46642414 46792384 33984467 28828312 132900 123200 99408629 107731829 X -59649975 27094862 5810000 5810000 11881640 11881640 -41958335 44786502 57450294 152518331 X -41857490 73336 90057605 38471386 X X 0 1 X 1 0 X 885552 1879042 1269725 4034319 44863675 44714073 46859108 45505728 46856866 228799450 44863675 44714073 47744660 47384770 48126591 232833769 58878 13427 40027 112332 0 58878 13427 40027 112332 232721437 651978 637980 545081 175631 172113 2182783 651978 637980 545081 175631 172113 2182783 1234708 1234708 45515653 45352053 48289741 47560401 49533412 236251260 0.98510 0.98850 0.00920 0.01120 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MEAL REVENUE - 2016 AMOUNT: $ 182,350. BEAUTY SHOP - 2016 AMOUNT: $ 140,908. GUEST APARTMENT REVENUE - 2016 AMOUNT: $ 20,095. LAUNDRY REVENUE - 2016 AMOUNT: $ 25,941. TELEPHONE REVENUE - 2016 AMOUNT: $ 44,896. TRANSPORTATION REVENUE - 2016 AMOUNT: $ 214,142. OTHER REVENUE - 2016 AMOUNT: $ 344,434. MANAGEMENT FEE REVENUE - 2016 AMOUNT: $ 102,000. PROCESSING FEE REVENUE - 2016 AMOUNT: $ 159,942. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10888811 6949973 3938838 802925 694824 108101 4046939 DEPOSITS 70000 CONSTRUCTION IN PROGRESS 63611 BURIAL LOTS 20800 DUE TO RELATED PARTY 5569 INVESTMENT IN MMCARE, LLC 283628 BENEFICIAL INTEREST IN MORNINGSIDE MINISTRIES FOUNDATION 128528991 128972599 DEPOSITS 123200 123200 X 47255503 73340 -1074044 -1000704 48256207 1275247 1275247 49531454 50568267 0 50568267 40820677 40820677 91388944 PART X, LINE 2: THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE CONSOLIDATED FINANCIAL STATEMENTS. UNDER THAT GUIDANCE, THE CORPORATION MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES BASED ON THE TECHNICAL MERITS OF THE POSITION. EXAMPLES OF TAX POSITIONS INCLUDE THE TAX-EXEMPT STATUS OF THE ORGANIZATION AND VARIOUS POSITIONS RELATED TO THE POTENTIAL SOURCES OF UNRELATED BUSINESS TAXABLE INCOME ("UBIT"). THE TAX BENEFITS RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THERE WERE NO UNRECOGNIZED TAX BENEFITS IDENTIFIED OR RECORDED AS LIABILITIES FOR THE YEARS ENDED DECEMBER 31, 2016 AND 2015. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN INVESTMENT IN MORNINGSIDE MINISTRIES FOUNDATION -1,074,044. PART XI, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES 5,522. CONTRIBUTION FROM MORNINGSIDE MINISTRIES FOUNDATION 1,269,725. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES 5,522. GRANT EXPENSE TO MORNINGSIDE MINISTRIES FOUNDATION 40,815,155. 1 THE MORNINGSIDE MINISTRIES FOUNDATION INC 700 BABCOCK ROAD SAN ANTONIO TX 78201 742927605 501(C)(3) 40815155 COST BUILDINGS & LAND IMPROVEMENTS MISSION SUPPORT 1 0 PART I, LINE 2: MORNINGSIDE MINISTRIES MONITORS THE ORGANIZATION'S USE OF GIFTED FIXED ASSETS TO THE MORNINGSIDE MINISTRIES FOUNDATION, INC. THROUGH THE SHARING OF THE PRESIDENT / CEO / BOARD MEMBER OF MORNINGSIDE MINISTRIES. THE MORNINGSIDE MINISTRIES FOUNDATION, INC. HAS NO EMPLOYEES AND ITS OPERATIONS ARE COMPLETELY RUN BY THE BOARD OF DIRECTORS. THE ORGANIZATION'S BOARD OF DIRECTORS CONSIST OF TWELVE VOTING MEMBERS (EXCLUDES PRESIDENT / CEO OF MORNINGSIDE MINISTRIES). THE SHARED PRESIDENT / CEO / BOARD MEMBER AND JOINT BOARD MEETINGS ENSURE THAT MORNINGSIDE MINISTRIES INTENDED USE OF THE FIXED ASSETS IS UPHELD. X 1 0 X X 0 0 0 0 0 0 0 0 0 LEO CUTCLIFF EVP OPERATIONS 151050 0 0 0 2316 0 2242 0 1675 0 157283 0 0 0 MR ALVIN LOEWENBERG PRESIDENT/CEO 250557 0 0 0 5200 0 31800 0 27074 0 314631 0 0 0 CAROLYN WORTHEN EXECUTIVE DIRECTOR 148505 0 0 0 0 0 1892 0 240 0 150637 0 0 0 PART I, LINE 1A THE ORGANIZATION PROVIDES A HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE FOR AN OFFICER OF THE ORGANIZATION. A NEW HOPE CULTURAL EDUCATION FACILITIES FINANCE CORPORATION 261604618 64542TZJ6 2013-09-19 48439809 SEE SUPPLEMENTAL SCHEDULE 0 0 0 A 1140000 47699784 3548238 967245 43184301 2013 1 0 1 1 A 0 1 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 1 0 0 0 0 0 0 1 A 1 SCHEDULE K, PART I, BOND ISSUES, COLUMN F: (1) REFUND ALL OF THE OUTSTANDING KENDALL COUNTY HEALTH FACILITIES DEVELOPMENT CORPORATION VARIABLE RATE DEMAND HEALTH CARE REVENUE BONDS (MORNINGSIDE MINISTRIES PROJECT) SERIES 2008 AND (2) TO PAY A PORTION OF THE COST OF ISSUANCE OF THE SERIES 2013 BONDS. SCHEDULE K, PART II, PROCEEDS,LINE 3: THE DIFFERENCE BETWEEN THE ISSUE PRICE OF $48,439,809 AND THE TOTAL PROCEEDS OF THE ISSUE OF $47,699,784 IS DUE TO AN UNDERWRITER'S DISCOUNT OF $740,025. SCHEDULE K, PART I, BOND ISSUES: ON THE 2015 SCHEDULE K, THE ORGANIZATION REPORTED A 2014 ISSUANCE FOR $42,000,000 WHICH WAS ACTUALLY A BANK LOAN AND IS NOT A TAX-EXEMPT BOND ISSUANCE. THEREFORE, IT WAS REMOVED FROM THE 2016 SCHEDULE K. FORM 990 PART III, LINE 1: TO ACCOMPLISH THIS MISSION, MORNINGSIDE PROVIDES ELDERLY PERSONS IN SAN ANTONIO AND SURROUNDING COMMUNITIES WITH PERSONAL CARE IN A RESIDENTIAL SETTING, AS WELL AS LIMITED RECREATIONAL SERVICES TO NON-RESIDENTS. MAJOR PROGRAM SERVICES INCLUDE RETIREMENT HOUSING, ASSISTED LIVING SERVICES, MEMORY CARE, SKILLED NURSING CARE, AND REHABILITATION SERVICES. MORNINGSIDE OPERATES THREE FACILITIES IN BEXAR AND KENDALL COUNTIES WHICH ARE HOME TO OVER 900 OLDER ADULTS. HISTORY AND FOUNDERS - MORNINGSIDE WAS ORIGINALLY FOUNDED IN 1959 BY THE RIO TEXAS CONFERENCE OF THE UNITED METHODIST CHURCH (FORMERLY, THE SOUTHWEST TEXAS CONFERENCE OF THE UNITED METHODIST CHURCH). DURING THAT SAME YEAR, MORNINGSIDE WAS INCORPORATED AS A NON-PROFIT ORGANIZATION IN THE STATE OF TEXAS AND RECEIVED ITS FEDERAL IRS 501(C)(3) DESIGNATION. VERY SOON THEREAFTER, THE METHODIST CONFERENCE WAS JOINED BY THE DIOCESE OF WEST TEXAS, EPISCOPAL CHURCH OF THE USA AND THE FIRST PRESBYTERIAN CHURCH OF SAN ANTONIO ECO: A COVENANT ORDER OF EVANGELICAL PRESBYTERIANS TO HELP PROVIDE CARE TO THE ELDERLY. AFTER 56 YEARS OF SERVICE, MORNINGSIDE'S PRIMARY GOAL REMAINS THE SAME: TO MEET THE SPIRITUAL, EMOTIONAL, PHYSICAL AND INTELLECTUAL NEEDS OF THE RESIDENTS AND THEIR FAMILIES IN A FAITH-BASED ATMOSPHERE. MORNINGSIDE IS OPEN TO ALL ELDERLY PERSONS REGARDLESS OF RELIGIOUS FAITH. CHARITY CARE FOR THE AGED - AS PART OF ITS MINISTRY, MORNINGSIDE PROVIDES CHARITABLE CARE TO RESIDENTS WHO HAVE OUTLIVED THEIR RESOURCES. THE COVENANT ENDOWMENT FUND WAS SPECIFICALLY ESTABLISHED TO PROVIDE FINANCIAL ASSISTANCE TO THOSE RESIDENTS WHO YEARS AFTER MOVING TO MORNINGSIDE FIND THAT THEY CAN NO LONGER PAY FOR THE SERVICES THEY RECEIVE. IN ADDITION, STATE MEDICAID PAYMENTS TO SKILLED NURSING FACILITIES ARE SUBSTANTIALLY LOWER THAN THE COST OF THE HIGH-QUALITY SKILLED NURSING CARE PROVIDED BY MORNINGSIDE. AT ANY ONE TIME, APPROXIMATELY 40% OF MORNINGSIDE'S SKILLED NURSING BEDS ARE OCCUPIED BY MEDICAID RECIPIENTS. IN 2016, MORNINGSIDE PROVIDED APPROXIMATELY $5.25 MILLION OF CHARITABLE CARE TO MORE THAN 235 SENIORS. INDEPENDENT LIVING - INDEPENDENT LIVING RESIDENTS COME TO MORNINGSIDE WHEN THEY BEGIN TO EXPERIENCE PROBLEMS MAINTAINING AND MANAGING THEIR HOMES, AS WELL AS DRIVING AN AUTOMOBILE ON THEIR OWN. RESIDENTS IN INDEPENDENT LIVING ARE PROVIDED APARTMENT OR COTTAGE-TYPE HOUSING, MEALS IN RESTAURANT-STYLE DINING ROOMS, HOUSEKEEPING SERVICES, TRANSPORTATION, AND RECREATIONAL ACTIVITIES. DURING 2016, APPROXIMATELY 450 ELDERLY PERSONS LIVED IN MORNINGSIDE'S INDEPENDENT LIVING FACILITIES. ASSISTED LIVING AND MEMORY CARE - RESIDENTS IN ASSISTED LIVING AND MEMORY CARE REQUIRE PERSONAL ASSISTANCE WITH DAILY LIVING ACTIVITIES BECAUSE OF PHYSICAL DEBILITATION OR MEMORY LOSS. THEY ARE PROVIDED THE SAME SERVICES AS THOSE IN INDEPENDENT LIVING, PLUS ASSISTANCE WITH BATHING, DRESSING, MEALS, LAUNDRY, AND MEDICATION MANAGEMENT. DURING 2016, APPROXIMATELY 220 PERSONS RESIDED IN ASSISTED LIVING AND MEMORY CARE FACILITIES. SKILLED NURSING CARE - RESIDENTS RECEIVE SKILLED AND INTERMEDIATE NURSING CARE, MEALS, DIETITIAN'S SERVICES, AND A WIDE RANGE OF RECREATIONAL ACTIVITIES. SKILLED NURSING ALSO INCLUDES A FULL RANGE OF REHABILITATION SERVICES, INCLUDING PHYSICAL, OCCUPATIONAL AND SPEECH THERAPY. SPECIALIZED NURSING AND THERAPEUTIC SERVICES ARE AVAILABLE FOR RESIDENTS LIVING WITH ALZHEIMER'S DISEASE OR OTHER DEMENTIA-RELATED DISEASES. DURING 2016, APPROXIMATELY 1,100 RESIDENTS WERE PROVIDED FULL-TIME NURSING CARE, INCLUDING REHABILITATION SERVICES AND MEMORY CARE. CHANDLER SENIOR CENTER - FOR OLDER ADULTS STILL LIVING AT HOME, MORNINGSIDE OPERATES THE CHANDLER SENIOR CENTER, A COMMUNITY CENTER THAT FOCUSES ON "HEALTHY AGING." THE GOAL OF THE COMMUNITY CENTER IS TO HELP OLDER PERSONS TO STAY HEALTHY (BOTH PHYSICALLY AND MENTALLY) AND LIVE INDEPENDENTLY FOR AS LONG AS POSSIBLE. OPEN TO ALL PERSONS 55 AND OLDER, COMMUNITY CENTER MEMBERS AND THEIR GUESTS CAN EAT LUNCH DAILY, TAKE PART IN EXERCISE AND NUTRITION CLASSES, ATTEND EDUCATIONAL LECTURES AND JOIN IN RECREATIONAL ACTIVITIES. MMLEARN.ORG AT MORNINGSIDE MINISTRIES - MMLEARN.ORG IS AN ON-SITE, DISTANCE-LEARNING TRAINING PROGRAM FOR THOSE PROVIDING CARE TO OLDER PERSONS. IT IS OPERATED BY THE ELIZABETH MCGOWN TRAINING INSTITUTE IN SAN ANTONIO, A PROGRAM OF MORNINGSIDE MINISTRIES. MMLEARN.ORG SERVES FAMILIES PROVIDING CARE FOR AN OLDER ADULT AT HOME, CHURCH MEMBERS MINISTERING TO THE NEEDS OF THE ELDERLY IN THEIR COMMUNITIES AND CERTIFIED AND LICENSED HEALTHCARE WORKERS PROVIDING CARE TO THE AGED. MMLEARN.ORG USES UP-TO-DATE DISTANCE LEARNING TECHNOLOGY TO PROVIDE TRAINING TO CAREGIVERS ATTENDING CLASSES IN PERSON, AS WELL AS TO THOSE VIEWING COURSE INSTRUCTION VIA THE INTERNET. DURING 2016, MMLEARN.ORG RECEIVED OVER 350,000 EDUCATIONAL/VIDEO VIEWS NATIONALLY AND INTERNATIONALLY. FORM 990 PART I, LINE 6: VOLUNTEERS IN THE ORGANIZATION: THE AUXILIARY AT MORNINGSIDE MANOR WAS ALREADY ESTABLISHED WHEN MORNINGSIDE OPENED ITS FIRST FACILITY IN 1961. THE AUXILIARY WAS CREATED TO HELP DEFRAY THE COST OF PROVIDING CARE TO RESIDENTS IN NURSING CARE, PROVIDE PERSONAL ATTENTION TO EACH RESIDENT, AND CREATE VOLUNTEER OPPORTUNITIES TO COMMUNITY MEMBERS WANTING TO WORK WITH THE ELDERLY IN NURSING CARE. TODAY, THERE ARE 40 VOLUNTEERS IN THE AUXILIARY PROVIDING IN EXCESS OF 7,000 VOLUNTEER HOURS PER YEAR. THEY UNDERTAKE A WIDE RANGE OF ACTIVITIES THAT INCLUDE RUNNING ERRANDS FOR THE RESIDENTS, BOOKING ORDERS FOR RESIDENTS AND TAKING RESIDENTS TO THE CHAPEL, NEARBY PHARMACIES AND SUPERMARKETS. VOLUNTEERS ALSO READ TO RESIDENTS WHO CAN NO LONGER HOLD A BOOK OR WHOSE VISION HAS FAILED. THEY ALSO HELP LEAD BOARD AND OTHER GAMES FOR RESIDENTS AND ORGANIZE MUSICAL ENTERTAINMENT FOR THEM. VOLUNTEERS OPERATE THE "WELCOME WAGON" PRESENTING ALL NEW RESIDENTS WITH A GIFT BAD AND ALSO PREPARE GIFTS FOR RESIDENTS ON THEIR BIRTHDAY, CHRISTMAS AND OTHER SPECIAL OCCASIONS. THE AUXILIARY ALSO OPERATES A GIFT SHOP AT THE MANOR FOR THE CONVENIENCE OF RESIDENTS. ALL PROFITS OF THE SHOP ARE DONATED BY THE AUXILIARY TO THE MANOR TO BE USED FOR RENOVATION OF THE FACILITIES, PURCHASE OF NEEDED EQUIPMENT AND FURNITURE, AND TO PURCHASE BOOKS, MATERIALS AND SUPPLIES THAT IMPROVE THE QUALITY OF LIFE FOR THE RESIDENTS. SINCE 1994, THE AUXILIARY HAS DONATED APPROXIMATELY $256,000 TO MORNINGSIDE MANOR FROM THE GIFT SHOP PROCEEDS. VOLUNTEERS ARE RECRUITED AT AREA CHURCHES, THROUGH THE INTERNET, AND THROUGH REFERRALS MADE BY VOLUNTEERS, RESIDENTS, FAMILY MEMBERS AND EMPLOYEES. MOST VOLUNTEERS SPEND MANY YEARS VOLUNTEERING AT MORNINGSIDE WITH MANY LEAVING THE AUXILIARY ONLY AFTER RETIRING OR WHEN THEIR OWN HEALTH FAILS. IN ADDITION, MANY OTHER VOLUNTEERS THROUGHOUT THE YEAR PARTICIPATE IN A WIDE VARIETY OF ACTIVITIES AT ALL OF MORNINGSIDE MINISTRIES' THREE CAMPUSES. THESE VOLUNTEERS ARE PART OF AN INFORMAL VOLUNTEER PROGRAM WHICH INCLUDES ONE-TIME, SHORT-TERM AND LONG-TERM VOLUNTEER SERVICE PROJECTS. WHILE MANY VOLUNTEERS COME AS PART OF THE CORPORATE VOLUNTEER PROJECT, CHURCH GROUP, SCOUT TROOP, SCHOOL CLASS OR OTHER ORGANIZED EFFORT, OTHER VOLUNTEERS COME ON THEIR OWN WANTING TO HELP MINISTER TO THE NEEDS OF RESIDENTS. VOLUNTEER ACTIVITIES INCLUDE VISITING WITH RESIDENTS, HELPING WITH RECREATION ACTIVITIES, MUSICAL PERFORMANCES, COMPUTER LESSONS AND MANY OTHER ACTIVITIES. THESE VOLUNTEERS WORK UNDER THE DIRECTION OF AN ACTIVITIES COORDINATOR ON EACH CAMPUS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PROVIDED TO THE ORGANIZATION'S GOVERNING BODY FOR REVIEW PRIOR TO FILING THE FORM 990 WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR, ALL BOARD MEMBERS SIGN A CONFLICT OF INTEREST STATEMENT. THE PRESIDENT AND CEO'S OFFICE MONITORS THIS PROCESS. IF THERE IS A CONFLICT OF INTEREST, THE BOARD IS MADE AWARE OF THE CONFLICT AND THE BOARD MEMBER INVOLVED DOES NOT SPEAK OR VOTE ON THOSE RELATED ISSUES. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION PROCESS FOR TOP OFFICIAL, THE PRESIDENT, AND CEO'S COMPENSATION IS REVIEWED AND APPROVED ON AN ANNUAL BASIS BY THE EXECUTIVE COMMITTEE. DURING THIS REVIEW THE EXECUTIVE COMMITTEE UTILIZES COMPARABILITY DATA OF OTHER ORGANIZATIONS OF THIS NATURE AND THE RESULTS OF THEIR REVIEW AND DECISIONS ARE FORWARDED TO HUMAN RESOURCES. THE PROCESS FOR OTHER OFFICERS IS THE SAME, EXCEPT COMPARABILITY SURVEYS ARE UTILIZED ON AN AS-NEEDED-BASIS INSTEAD OF ANNUALLY. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION'S FORM 990 IS AVAILABLE TO THE PUBLIC UPON REQUEST. THE ORGANIZATION WAS FORMED PRIOR TO THE FORM 1023 FILING REQUIREMENT. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VIII, LINE 6D: THE ORGANIZATION LEASES SPACE AT ONE OF THEIR CAMPUSES TO TENANTS WHO ARE TAX EXEMPT ENTITIES WHO PROVIDE SERVICES TO THE RESIDENTS OF THE ORGANIZATION. THE LEASED SPACE IS NOT DEBT-FINANCED. FORM 990, PART XI, LINE 9: CHANGE IN INVESTMENT IN MORNINGSIDE MINISTRIES FOUNDATION 38,471,386. FORM 990, PART XII, LINE 2: THERE HAS BEEN NO CHANGE FROM THE PRIOR YEAR TO THE AUDIT OVERSIGHT PROCESS OR INDEPENDENT AUDITOR SELECTION PROCESS. MMCARE LLC 700 BABCOCK ROAD SAN ANTONIO TX 78201 814679872 HOME HEALTH IN TEXAS TX 283628 283628 MORNINGSIDE MINISTRIES INC THE MORNINGSIDE MINISTRIES FOUNDATION INC 700 BABCOCK ROAD SAN ANTONIO TX 78201 742927605 SUPPORT THE MISSION AND PURPOSE OF MONRINGSIDE MINISTRIES TX 501(C)(3) LINE 12A, I MORNINGSIDE MINISTRIES INC 1 0 1 1 1 1 0 0 0 1 0 0 1 1 1 1 1 1 1 1 THE MORNINGSIDE MINISTRIES FOUNDATION INC C 1269725 THE MORNINGSIDE MINISTRIES FOUNDATION INC B 40815155