MORNINGSIDE MINISTRIES: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- MORNINGSIDE MINISTRIES (EIN 74-1388420)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-10-31
- IRS object ID
- 201423049349300237
- Schema version
- 2013v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-10-31T13:21:34-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 742969628 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PAUL J FITZGERALD PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 NE LOOP 410 STE 960 | AddressLine1 |
| City | SAN ANTONIO | City |
| State | TX | State |
| ZIP Code | 78216 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 741388420 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORNINGSIDE MINISTRIES | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MORN | BusinessNameControlTxt |
| Phone | 2107341000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 BABCOCK ROAD | AddressLine1 |
| City | SAN ANTONIO | City |
| State | TX | State |
| ZIP Code | 782012600 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOAN DIXON | PersonNm |
| Person Title | VP OF FINANCE | PersonTitleTxt |
| Phone | 2107341000 | PhoneNum |
| Signature | 2014-10-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAUL J FITZGERALD | PreparerPersonNm |
| PTIN | P00034596 | PTIN |
| Phone | 2105462190 | PhoneNum |
| Preparation | 2014-10-31 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ALVIN LOEWENBERG | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 BABCOCK ROAD | AddressLine1 |
| City | SAN ANTONIO | City |
| State | TX | State |
| ZIP Code | 782012600 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $45,727,165 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MMLIVING.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1959 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | MISSION AND PURPOSE - THE MISSION OF MORNINGSIDE MINISTRIES IS TO "CARE FOR THOSE WHO CARED FOR US." 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 AND CAREGIVER 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 SOUTHWEST TEXAS CONFERENCE OF THE UNITED METHODIST CHURCH. DURING THAT SAME YEAR, IT WAS INCORPORATED AS A NONPROFIT ORGANIZATION IN THE STATE OF TEXAS AND RECEIVED ITS FEDERAL IRS 501(C)3 DESIGNATION. VERY SOON THEREAFTER, THE METHODIST CHURCH WAS JOINED BY THE EPISCOPAL DIOCESE OF WEST TEXAS AND THE FIRST PRESBYTERIAN CHURCH OF SAN ANTONIO TO HEL | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 1080 | TotalEmployeeCnt |
| Total Volunteers | 150 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $39,069,483 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $39,581,247 | CYProgramServiceRevenueAmt |
| PY Investment Income | $78,155 | PYInvestmentIncomeAmt |
| CY Investment Income | $91,744 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,038,944 | PYOtherRevenueAmt |
| CY Other Revenue | $2,803,677 | CYOtherRevenueAmt |
| PY Total Revenue | $42,186,582 | PYTotalRevenueAmt |
| CY Total Revenue | $42,476,668 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $23,440,625 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $22,453,760 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $250 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $4,705 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $182,740 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $14,574,312 | PYOtherExpensesAmt |
| CY Other Expenses | $14,737,205 | CYOtherExpensesAmt |
| PY Total Expenses | $38,015,187 | PYTotalExpensesAmt |
| CY Total Expenses | $37,195,670 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,171,395 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $5,280,998 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $57,182,691 | TotalAssetsBOYAmt |
| Total Assets EOY | $116,558,029 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $12,475,234 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $66,442,397 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $44,707,457 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $50,115,632 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | MISSION AND PURPOSE - THE MISSION OF MORNINGSIDE MINISTRIES IS TO "CARE FOR THOSE WHO CARED FOR US." 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 AND CAREGIVER 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 SOUTHWEST TEXAS CONFERENCE OF THE UNITED METHODIST CHURCH. DURING THAT SAME YEAR, IT WAS INCORPORATED AS A NONPROFIT ORGANIZATION IN THE STATE OF TEXAS AND RECEIVED ITS FEDERAL IRS 501(C)3 DESIGNATION. VERY SOON THEREAFTER, THE METHODIST CHURCH WAS JOINED BY THE EPISCOPAL DIOCESE OF WEST TEXAS AND THE FIRST PRESBYTERIAN CHURCH OF SAN ANTONIO TO HEL | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $12,272,554 | ExpenseAmt |
| Revenue | $34,245,745 | RevenueAmt |
| Desc | NURSING SERVICES - PROVIDES COMPLETE RANGE OF HEALTH SERVICES TO RESIDENTS IN NURSING BEDS AND ASSISTED LIVING RESIDENTIAL RESIDENTS. 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 2013, 900 RESIDENTS ARE PROVIDED FULL-TIME NURSING CARE, INCLUDING REHABILITATION SERVICES AND MEMORY CARE. THESE SERVICES INCLUDE RESIDENTS WHO ARE PRIVATE PAY, MEDICARE, MEDICAID, COVENANT (CHARITY ASSISTANCE). IN ADDITION, MANAGEMENT PROVIDES FACILITIES FOR MEETINGS OF VARIOUS ELDERLY AND HEALTH SERVICE GROUPS IN THE LOCAL COMMUNITY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $7,382,061 | ExpenseAmt |
| Revenue | $17,590 | RevenueAmt |
| Desc | ENVIRONMENTAL SERVICES - INCLUDES HOUSEKEEPING AND LAUNDRY SERVICES FOR APPROXIMATELY 900 RESIDENTS. 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. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,919,311 | ExpenseAmt |
| Revenue | $155,773 | RevenueAmt |
| Desc | FOOD SERVICES - PROVIDES DAILY MEALS FOR APPROXIMATELY 900 RESIDENTS. FOOD SERVICES INCLUDES SELECTIVE MENUS GIVING RESIDENTS A CHOICE OF MENUS, AND ACCOMMODATES THE NEEDS OF ALL DIET TYPES FROM PUREE, GROUND, SALT, AND CALORIE REGULATED AND ANY OTHER SPECIAL NUTRITION NEEDS OF THE RESIDENTS ON A 24 HOURS BASIS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,980,315 | ExpenseAmt |
| Revenue | $5,162,139 | RevenueAmt |
| Desc | PART III, LINE 4D, OTHER PROGRAM SERVCIES: OTHER PROGRAM SERVICES INCLUDE ANCILLARY SERVICES AND LIFE ENRICHMENT. ANCILLARY SERVICES - INCLUDES ENTERAL FEEDING AND 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. LIFE ENRICHMENT - SERVICES PERFORMED BY SOCIAL WORKERS, CHAPLAIN 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 ELDERLY. 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 900 RESIDENTS AS WELL AS THE ELDERLY COMMUNITY AT LARGE. THESE INCLUDE RESIDENTS AND FULLY ACTIVE SENIORS. THE PROGRAMS ARE ENHANCED BY APPROXIMATELY 20,000 HOURS CONTRIBUTED BY VOLUNTEERS FROM THE COMMUNITY. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $5,980,315 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $5,162,139 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $30,554,241 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (true) | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | Yes (true) | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 140 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 1080 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MRS JOAN DIXON | PersonNm |
| Phone | 2107341172 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 BABCOCK ROAD | AddressLine1 |
| City | SAN ANTONIO | City |
| State | TX | State |
| ZIP Code | 782012600 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| DAVID WAY | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BILL BALTHROPE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TOM BINGHAM | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DANA A FORGIONE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JIM DORFF | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BUTCH GERFERS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARILYN HARRINGTON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| FRANCES GARZA-ALVARDO | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MIKE NOVAK | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL LICHTENSTEIN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TREY LITTLE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID REED | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DORCAS SAMPSON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID WEST | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PATRICIA BRIDWELL | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BOB WEHMEYER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ALVIN LOEWENBERG | |||||||
| PRESIDENT | 40.00 | $236,287 | $0 | $43,878 | Yes (X) | ||
| JOAN DIXON | |||||||
| VP FINANCE | 40.00 | $118,060 | $0 | $10,228 | Yes (X) | ||
| LEO CUTCLIFF | |||||||
| EVP OPERATIO | 40.00 | $145,895 | $0 | $2,363 | Yes (X) | ||
| CAROLYN WORTHEN | |||||||
| EXECUTIVE DI | 40.00 | $126,928 | $0 | $5,308 | Yes (X) | ||
| MARIA WELLISCH | |||||||
| VP QUALITY A | 40.00 | $118,673 | $0 | $15,554 | Yes (X) | ||
| SUZANNE HUBER | |||||||
| EXECTIVE DIR | 40.00 | $113,720 | $0 | $2,708 | Yes (X) | ||
| SYLVIA RODARTE | |||||||
| VP HUMAN RES | 40.00 | $103,650 | $0 | $9,747 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $963,213 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $89,786 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 11 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| RELIANT PRO REHAB | |||||
| 5212 VILLAGE CREEK PARKWAY | PLANO | TX | 75093 | THERAPY SERVICE | $2,409,253 |
| INGRAM ROOFING | |||||
| 17430-1 BANDERA ROAD | HELOTES | TX | 78023 | CONSTRUCTION | $742,927 |
| D2 ARCHITECTURE | |||||
| 2001 NORTH LAMAR ST SUITE 450 | DALLAS | TX | 75202 | ARCHITECTURAL | $706,392 |
| GREENBRIER DEVELOPMENT | |||||
| 3232 MCKINNEY AVE SUITE 1160 | DALLAS | TX | 75204 | CONSULTING | $306,307 |
| INTERIOR DESIGN ASSOCIATES INC | |||||
| 618 CHURCH STREET | NASHVILLE | TN | 37219 | DESIGN | $251,930 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 13 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ROOM AND BOARD | 623000 | $34,245,745 | $34,245,745 |
| ANCILLARY SERVICES | 623990 | $4,233,847 | $4,233,847 |
| MISCELLANEOUS | 623990 | $663,663 | $663,663 |
| BEAUTY SHOP | 623990 | $198,954 | $198,954 |
| MEALS | 623990 | $155,773 | $155,773 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $83,265 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $83,265 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $39,581,247 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $50,494 | TotalRevenueColumnAmt |
| Exclusion | $50,494 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $587,486 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $587,486 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $587,486 | TotalRevenueColumnAmt |
| Exclusion | $587,486 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $373,818 | SecuritiesAmt |
| Other | $1,294 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $333,200 | SecuritiesAmt |
| Other | $662 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $40,618 | SecuritiesAmt |
| Other | $632 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $41,250 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $41,250 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $3,824,027 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $2,916,635 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $907,392 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $907,392 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| BENEFICIAL INTEREST IN MSMF | 623990 | $1,206,799 | $1,206,799 |
| FUNDRAISING EXP REIMBURSEMENT | 623990 | $60,000 | $60,000 |
| ADMIN FEE REIMBURSEMENTS | 623990 | $42,000 | $42,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,308,799 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $42,476,668 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $41,838,688 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $637,980 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $408,453 | TotalAmt |
| Management And General | $408,453 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,202,338 | TotalAmt |
| Program Services | $15,852,981 | ProgramServicesAmt |
| Management And General | $3,206,600 | ManagementAndGeneralAmt |
| Fundraising | $142,757 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $122,326 | TotalAmt |
| Program Services | $99,157 | ProgramServicesAmt |
| Management And General | $20,314 | ManagementAndGeneralAmt |
| Fundraising | $2,855 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,219,791 | TotalAmt |
| Program Services | $895,815 | ProgramServicesAmt |
| Management And General | $319,533 | ManagementAndGeneralAmt |
| Fundraising | $4,443 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,500,852 | TotalAmt |
| Program Services | $1,216,591 | ProgramServicesAmt |
| Management And General | $273,340 | ManagementAndGeneralAmt |
| Fundraising | $10,921 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,464 | TotalAmt |
| Management And General | $92,464 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,849 | TotalAmt |
| Management And General | $44,849 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,705 | TotalAmt |
| Fundraising | $4,705 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,050,499 | TotalAmt |
| Program Services | $2,812,107 | ProgramServicesAmt |
| Management And General | $238,392 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $108,828 | TotalAmt |
| Management And General | $108,828 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,619,813 | TotalAmt |
| Program Services | $1,271,080 | ProgramServicesAmt |
| Management And General | $344,907 | ManagementAndGeneralAmt |
| Fundraising | $3,826 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,529 | TotalAmt |
| Program Services | $20,529 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,961,147 | TotalAmt |
| Program Services | $3,763,223 | ProgramServicesAmt |
| Management And General | $197,924 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,154 | TotalAmt |
| Program Services | $140 | ProgramServicesAmt |
| Management And General | $63,848 | ManagementAndGeneralAmt |
| Fundraising | $1,166 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,118 | TotalAmt |
| Program Services | $4,066 | ProgramServicesAmt |
| Management And General | $34,145 | ManagementAndGeneralAmt |
| Fundraising | $8,907 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $866,135 | TotalAmt |
| Program Services | $866,135 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $554,424 | TotalAmt |
| Program Services | $488,836 | ProgramServicesAmt |
| Management And General | $65,588 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $323,805 | TotalAmt |
| Program Services | $1,451 | ProgramServicesAmt |
| Management And General | $322,354 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| FOOD | $1,861,302 | $1,861,302 | |
| NURSING SUPPLIES | $945,808 | $945,808 | |
| DEVELOPMENT | $513,728 | $15,217 | $498,511 |
| MEDICAL EXPENSES | $355,897 | $355,897 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $305,705 | TotalAmt |
| Program Services | $83,906 | ProgramServicesAmt |
| Management And General | $218,639 | ManagementAndGeneralAmt |
| Fundraising | $3,160 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,195,670 | TotalAmt |
| Program Services | $30,554,241 | ProgramServicesAmt |
| Management And General | $6,458,689 | ManagementAndGeneralAmt |
| Fundraising | $182,740 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,703,249 | BOYAmt |
| EOY | $7,654,416 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,226,063 | BOYAmt |
| EOY | $4,375,685 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,238,898 | BOYAmt |
| EOY | $3,609,760 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $344,562 | BOYAmt |
| EOY | $338,726 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $225,854 | BOYAmt |
| EOY | $324,085 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $9,214,601 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,510,569 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,854,434 | BOYAmt |
| EOY | $2,704,032 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,099,268 | BOYAmt |
| EOY | $1,282,628 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,556,018 | BOYAmt |
| EOY | $89,248,236 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $934,345 | BOYAmt |
| EOY | $7,020,461 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,182,691 | BOYAmt |
| EOY | $116,558,029 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,177,307 | BOYAmt |
| EOY | $4,432,525 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $49,335,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,297,927 | BOYAmt |
| EOY | $12,674,872 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,475,234 | BOYAmt |
| EOY | $66,442,397 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,151,439 | BOYAmt |
| EOY | -$39,132,604 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,556,018 | BOYAmt |
| EOY | $89,248,236 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,707,457 | BOYAmt |
| EOY | $50,115,632 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,182,691 | BOYAmt |
| EOY | $116,558,029 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $5,280,998 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $127,177 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $46,666,957 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $46,167,402 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $42,827,140 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $44,863,675 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $44,714,073 | CurrentTaxYearAmt |
| Total | $225,239,247 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $46,666,957 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $46,167,402 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $42,827,140 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $44,863,675 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $44,714,073 | CurrentTaxYearAmt |
| Total | $225,239,247 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $225,239,247 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $361,303 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $536,758 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $560,079 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $651,978 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $637,980 | CurrentTaxYearAmt |
| Total | $2,748,098 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $361,303 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $536,758 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $560,079 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $651,978 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $637,980 | CurrentTaxYearAmt |
| Total | $2,748,098 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $47,028,260 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $46,704,160 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $43,387,219 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $45,515,653 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $45,352,053 | CurrentTaxYearAmt |
| Total | $227,987,345 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.98790 | PublicSupportCY509Pct |
| Public Support PY509 | 0.98910 | PublicSupportPY509Pct |
| Investment Income CY | 0.01000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,287,434 | BeginningYearBalanceAmt |
| Contributions | $97,449 | ContributionsAmt |
| Investment Earnings Or Losses | $1,647,130 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $87,749 | OtherExpendituresAmt |
| End Year Balance | $13,944,264 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,695,831 | BeginningYearBalanceAmt |
| Contributions | $1,218,984 | ContributionsAmt |
| Investment Earnings Or Losses | -$569,484 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $57,897 | OtherExpendituresAmt |
| End Year Balance | $12,287,434 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,772,220 | BeginningYearBalanceAmt |
| Contributions | $170,732 | ContributionsAmt |
| Investment Earnings Or Losses | $63,559 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $310,680 | OtherExpendituresAmt |
| End Year Balance | $11,695,831 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,801,518 | BeginningYearBalanceAmt |
| Contributions | $151,741 | ContributionsAmt |
| Investment Earnings Or Losses | $1,096,636 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $277,675 | OtherExpendituresAmt |
| End Year Balance | $11,772,220 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,999,612 | BeginningYearBalanceAmt |
| Contributions | $353,722 | ContributionsAmt |
| Investment Earnings Or Losses | $1,924,570 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $476,386 | OtherExpendituresAmt |
| End Year Balance | $10,801,518 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (true) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (true) | RelatedOrgListSchRInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,507,482 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,928,383 | DepreciationAmt |
| Book Value | $2,579,099 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $707,119 | OtherCostOrOtherBasisAmt |
| Depreciation | $582,186 | DepreciationAmt |
| Book Value | $124,933 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,704,032 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BENEFICIAL INTEREST , MSMF | Desc |
| Book Value | $89,248,236 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $89,248,236 | TotalBookValueProgramRltdAmt |
Other Assets Org OtherAssetsOrgGrp (6 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| CONSTRUCTION IN PROGRESS | $3,501,168 |
| FINANCE COSTS | $2,184,367 |
| ENTRANCE FEE ESCROW | $1,206,792 |
| DUE FROM MSMF | $57,334 |
| INSURANCE DEPOSITS | $50,000 |
| BURIAL LOTS | $20,800 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $7,020,461 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ENTRANCE FEES & DEPOSITS | Desc |
| Amt | $12,674,872 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $12,674,872 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 2, PART V, LINE 4 | ENDOWMENT FUNDS ARE INTENDED TO BE USED TO ASSIST WITH THE MORNINGSIDE MINISTRIES COVENANT ASSISTANCE PROGRAM, WHICH ASSISTS INDIGENT RESIDENTS LIVING IN MORNINGSIDE FACILITIES. ADDITIONALLY, THE FUNDS ARE TO BE USED TO PROVIDE FOR THE UPKEEP OF THE MORNINGSIDE MEADOWS FACILITY. |
| SCHEDULE D, PAGE 3, PART X | PART X, LINE 2 - THE TEXT OF THE FOOTNOTE TO THE ORGANIZATION'S CONSOLIDATED FINANCIAL STATEMENTS THAT REPORTS THE ORGANIZATION'S LIABILITY FOR UNCERTAIN TAX POSITIONS UNDER FIN 48 (ASC 740) IS AS FOLLOWS: THE CORPORATION HAS EVALUATED THE REQUIREMENTS OF FASB ASC TOPIC 740, INCOME TAXES, AND BELIEVES IT DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED IN ITS INCOME TAX RETURNS. ADDITIONALLY, IT HAD NO INTEREST AND PENALTIES RECOGNIZED IN THE STATEMENTS OF ACTIVITIES OR STATEMENTS OF FINANCIAL POSITION. TAX YEARS 2010 - 2013 REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | false | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | false | SubstantiationRequiredInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALVIN LOEWENBERG | PersonNm |
| Title | PRESIDENT | TitleTxt |
| Base Compensation Filing Org | $236,287 | BaseCompensationFilingOrgAmt |
| Nontaxable Benefits Filing Org | $43,878 | NontaxableBenefitsFilingOrgAmt |
| Total Compensation Filing Org | $280,165 | TotalCompensationFilingOrgAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE J, PAGE 1, PART I, LINE 1A | ALL ORDAINED MINISTERS EMPLOYED RECEIVE HOUSING ALLOWANCES AS PART OF THEIR NORMAL COMPENSATION. SUBSTANIATION OF HOUSING EXPENSES OF AN ORDAINED MINISTER ARE NOT REQUIRED TO BE MAINTAINED BY THE EMPLOYER. |
| SCHEDULE J, PAGE 1, PART I, LINE 1B | ALL ORDAINED MINISTERS EMPLOYED RECEIVE HOUSING ALLOWANCES AS PART OF THEIR NORMAL COMPENSATION. SUBSTANIATION OF HOUSING EXPENSES OF AN ORDAINED MINISTER ARE NOT REQUIRED TO BE MAINTAINED BY THE EMPLOYER. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEW HOPE CULTURAL RB SERIES 2013 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 261604618 | BondIssuerEIN |
| CUSIP | 64542TAJ6 | CUSIPNum |
| Bond Issued | 2013-09-19 | BondIssuedDt |
| Issue Price | $49,335,000 | IssuePriceAmt |
| Purpose | REFUND OF THE PRIOR | PurposeDesc |
| Defeased | Yes (true) | DefeasedInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Pool Financing | false | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Bond Defeased | $140,000 | BondDefeasedAmt |
| Total Proceeds | $47,699,784 | TotalProceedsAmt |
| In Reserve Fund | $4,554,054 | InReserveFundAmt |
| Refunding Escrow | $48,622,996 | RefundingEscrowAmt |
| Issuance Costs From Proceeds | $227,220 | IssuanceCostsFromProceedsAmt |
| Substantial Completion | 2009 | SubstantialCompletionYr |
| Current Refunding | Yes (true) | CurrentRefundingInd |
| Advance Refunding | false | AdvanceRefundingInd |
| Final Allocation Made | Yes (true) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (true) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | false | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | false | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | false | MgmtContractBondFincdPropInd |
| Any Research Agreements | false | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | false | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | false | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | false | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | false | Form8038TFiledInd |
| Rebate Not Due Yet | false | RebateNotDueYetInd |
| Exception To Rebate | false | ExceptionToRebateInd |
| No Rebate Due | false | NoRebateDueInd |
| Variable Rate Issue | false | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | false | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | false | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | false | WrittenProcToMonitorReqsInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE K - DIFFERENCES IN ISSUE PRICE EXPLANATION | NEW HOPE CULTURAL RB SERIES 2013 DIFFERENCE BETWEEN THE ISSUE PRICE OF 49,335,000 AND THE TOTAL PROCEEDS OF THE ISSUE IN THE AMOUNT OF 47,699,784 IS DUE TO 895,191 IN NET ORIGINAL ISSUE DISCOUNT AND A 740,025 UNDERWRITER'S DISCOUNT. |
| SCHEDULE K - PURPOSE OF ISSUE DESCRIPTION | NEW HOPE CULTURAL RB SERIES 2013 ISSUE OF THE KENDALL COUNTY HEALTH CARE REVENUE BONDS SERIES 2008 REPORTED BY THE RELATED TAX-EXEMPT ORGANIZATION, THE MORNINGSIDE MINISTRIES FOUNDATION, INC. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | MISSION AND PURPOSE - THE MISSION OF MORNINGSIDE MINISTRIES IS TO "CARE FOR THOSE WHO CARED FOR US." 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 AND CAREGIVER 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 SOUTHWEST TEXAS CONFERENCE OF THE UNITED METHODIST CHURCH. DURING THAT SAME YEAR, IT WAS INCORPORATED AS A NONPROFIT ORGANIZATION IN THE STATE OF TEXAS AND RECEIVED ITS FEDERAL IRS 501(C)3 DESIGNATION. VERY SOON THEREAFTER, THE METHODIST CHURCH WAS JOINED BY THE EPISCOPAL DIOCESE OF WEST TEXAS AND THE FIRST PRESBYTERIAN CHURCH OF SAN ANTONIO TO HELP PROVIDE CARE TO THE ELDERLY. AFTER OVER 50 YEARS OF SERVICES, MORNINGSIDE'S PRIMARY GOAL REMAINS THE SAME: TO MEET THE INDIVIDUAL SPIRITUAL, EMOTIONAL, PHYSICAL AND INTELLECTUAL NEEDS OF OUR 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 NURSING HOMES ARE SUBSTANTIALLY LOWER THAN THE COST OF THE HIGH-QUALITY NURSING CARE PROVIDED BY MORNINGSIDE. AT ANY ONE TIME, APPROXIMATELY 44% OF MORNINGSIDE'S NURSING BEDS ARE OCCUPIED BY MEDICAID RECIPIENTS. IN 2013, MORNINGSIDE PROVIDED APPROXIMATELY 3.8 MILLION OF CHARITABLE CARE TO MORE THAN 230 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 AND COTTAGE-TYPE HOUSING, MEALS IN A RESTAURANT-STYLE DINNING ROOMS, HOUSEKEEPING SERVICES, TRANSPORTATION, AND RECREATIONAL ACTIVITIES. DURING 2013, 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 2013, APPROXIMATELY 200 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. 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 2013, APPROXIMATELY 900 RESIDENTS ARE 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." CURRENTLY, THE CHANDLER SENIOR CENTER HAS A MEMBERSHIP OF APPROXIMATELY 50 PERSONS. THE GOAL OF THE COMMUNITY CENTER FOR SENIORS 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 ON ANY WEEKDAY, TAKE PART IN EXERCISE AND NUTRITION CLASSES, ATTEND EDUCATIONAL LECTURES, AND JOIN IN RECREATIONAL ACTIVITIES AT THE CENTER. IF NEEDED, MEMBERS CAN RECEIVE SERVICES FROM A LICENSED DIETITIAN OR SOCIAL WORKER AND CONSULT WITH A NURSE OR PHYSICAL THERAPIST. IN ADDITION, MEMBERS CAN ALSO PARTICIPATE IN LOCAL CULTURAL AND NATURE OUTINGS. 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 CAREGIVER 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 LICESENSED HEALTHCARE WORKERS EMPLOYED IN NURSING HOMES AND ASSISTED LIVING FACILITIES, AS WELL AS THOSE INDEPENDENTLY EMPLOYED PROVIDING CARE TO THE AGED. IT USES THE MOST 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 AT OTHER LOCATIONS IN SAN ANTONIO AND SURROUNDING COMMUNITIES. DURING 2013, MMLEARN.ORG RECEIVED APPROXIMATELY 70,000 WEBSITE VIEWS. |
| FORM 990, PAGE 1, 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 85 VOLUNTEERS IN THE AUXILIARY PROVIDING MORE THAN 6,000 VOLUNTEER HOURS PER YEAR. THEY UNDERTAKE A WIDE RANGE OF ACTIVITIES THAT FREE THE NURSING STAFF TO CONCENTRATE ON PATIENT CARE, INCLUDING VISITING WITH RESIDENTS, MAKING ROUNDS WITH "HYDRATION CARTS" TO ENSURE RESIDENTS DRINK PLENTY OF FLUIDS WHICH IS SO CRITICAL TO CONTINUED GOOD HEALTH, AND RUNNING ERRANDS FOR THE RESIDENTS TO NEARBY PHARMACIES, SUPERMARKETS, AND DEPARTMENT STORES. 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 BAG AND ALSO PREPARE GIFTS FOR RESIDENTS ON THEIR BIRTHDAY, CHRISTMAS OR OTHER SPECIAL OCCASIONS. THE AUXILIARY ALSO OPERATES A GIFT SHOP AT THE MANOR THAT IS OPEN TO ALL RESIDENTS, FAMILY MEMBERS, AND EMPLOYEES. 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 RESIDENTS. SINCE 1994, THE AUXILIARY HAS DONATED APPROXIMATELY 264,000 IN CASH TO MORNINGSIDE MANOR FROM THE GIFT SHOP PROCEEDS. VOLUNTEERS ARE RECRUITED AT AREA CHURCHES, THROUGH PARENT-TEACHER ASSOCIATIONS, FROM PRESENTATIONS MADE BY A SPEAKERS' BUREAU, 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, HUNDREDS OF 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 A 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 DRIVING RESIDENTS ON ERRANDS OR TO CHURCH, 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, PAGE 2, PART III, LINE 4A | VARIOUS ELDERLY AND HEALTH SERVICE GROUPS IN THE LOCAL COMMUNITY. |
| FORM 990, PAGE 2, PART III, LINE 4D | PART III, LINE 4D, OTHER PROGRAM SERVCIES: OTHER PROGRAM SERVICES INCLUDE ANCILLARY SERVICES AND LIFE ENRICHMENT. ANCILLARY SERVICES - INCLUDES ENTERAL FEEDING AND 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. LIFE ENRICHMENT - SERVICES PERFORMED BY SOCIAL WORKERS, CHAPLAIN 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 ELDERLY. 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 900 RESIDENTS AS WELL AS THE ELDERLY COMMUNITY AT LARGE. THESE INCLUDE RESIDENTS AND FULLY ACTIVE SENIORS. THE PROGRAMS ARE ENHANCED BY APPROXIMATELY 20,000 HOURS CONTRIBUTED BY VOLUNTEERS FROM THE COMMUNITY. |
| FORM 990, PAGE 6, PART VI, LINE 11B | FORM 990 WAS REVIEWED BY THE BOARD OF DIRECTORS. |
| FORM 990, PAGE 6, PART VI, LINE 12C | EACH YEAR, NEW BOARD MEMBERS SIGN A CONFLICT OF INTEREST STATEMENT. WE HAVE SUCH STATEMENTS SIGNED BY EVERY MEMBER OF THE BOARD. A NEW STATEMENT IS SIGNED EACH YEAR BY EVERY BOARD MEMBER. THE PRESIDENT AND CEO'S OFFICE MONITORS THESE. IF THERE IS A CONFLICT OF INTEREST, THE BOARD IS MADE AWARE OF THIS AND THE BOARD MEMBER INVOLVED DOES NOT SPEAK OR VOTE ON THOSE RELATED ISSUES. |
| FORM 990, PAGE 6, PART VI, LINE 15A | 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. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC BY REQUEST (WRITTEN OR ORAL). ALSO, THE CONSOLIDATED AUDIT REPORT IS POSTED ON ITS WEBSITE. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MORNINGSIDE MINISTRIES FD INC | BusinessNameLine1 |
| Business Name Line2 | THE MORNINGSIDE MINISTRIES FD INC | BusinessNameLine2 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 BABCOCK ROAD | AddressLine1 |
| City | SAN ANTONIO | City |
| State | TX | State |
| ZIP Code | 782012600 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742927605 | EIN |
| Primary Activities | FOOTNOTE | PrimaryActivitiesTxt |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Exempt Code Section | 501C3 | ExemptCodeSectionTxt |
| Public Charity Status | 9 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (true) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Business Name Line2OtherOrganizationName/BusinessNameLine2 | Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|---|
| THE MORNINGSIDE MINISTRIES FD INC | |||
| THE MORNINGSIDE MINISTRIES FOUNDATION INC | D | $54,330,000 | AMOUNT GUARANTEED |
| THE MORNINGSIDE MINISTRIES FD INC | |||
| THE MORNINGSIDE MINISTRIES FOUNDATION INC | J | $1,188,748 | CASH PAID |
| THE MORNINGSIDE MINISTRIES FD INC | |||
| THE MORNINGSIDE MINISTRIES FOUNDATION INC | P | $102,000 | CASH RECEIVED |
Comments