2014-11-13T14:31:41-06:00 2013-12-31 410746749 CliftonLarsonAllenLLP 5001 Spring Valley Road Suite 600W Dallas TX 75244 990 2013-01-01 751910084 Presbyterian Communities and Services Foundation PRES 2144131577 6100 Colwell Blvd Irving TX 75039 Steve Kearney CFO 2144131577 2014-11-12 1 Michael Siegel P01587323 9723835700 2013 2015-11-30 17:44:51Z Godwin Dixon 6100 Colwell Blvd Irving TX 75039 2503789 0 X www.prescs.org/foundation X 1983 TX Presbyterian Communities and Services Foundation (PCSF) raises and manages charitable funds to assist the mission of the other non-profit entities and programs in the Presbyterian Communities and Services (PCS) family of organizations to enrich the lives of those they serve by extending exceptional care and services in a faith-based culture. PCSF relies on philanthropy and fundraising to fund projects and services individuals served by the PCS affiliated entities and programs such as Presbyterian Village North, Grace Presbyterian Village, and Faith Presbyterian Hospice. 16 16 13 75 0 0 6018258 1844911 0 0 299802 337528 39798 103021 6357858 2285460 982462 1997451 0 0 667099 721366 33950 4145 854325 543175 825382 2226686 3548344 4131172 -1262884 31777805 32716339 72454 1150290 31705351 31566049 X Presbyterian Communities and Services Foundation (PCSF) raises and manages charitable funds to assist the mission of the other non-profit entities and programs in the Presbyterian Communities and Services (PCS) family of organizations to enrich the lives of those they serve by extending exceptional care and services in a faith-based culture. PCSF relies on philanthropy and fundraising to fund projects and services individuals served by the PCS affiliated entities and programs such as Presbyterian Village North, Grace Presbyterian Village, and Faith Presbyterian Hospice. 0 0 771333 771333 The Foundation raises and transfers charitable support to Presbyterian Communities and Services, and affiliated organizations to provide Caring Fund benevolent assistance to residents that have outlived their retirement resources. 612663 612663 The Foundation raises and transfers charitable support to Presbyterian Communities and Services, and affiliated organizations to provide Faith Caring Fund benevolent assistance to patients that do not have the resources to cover the cost of hospice services. 606958 606958 The Foundation raises and transfers charitable support to Presbyterian Communities and Services, and affiliated organizations for the development of new services, programs, projects and capital improvements to the affiliated organization's campus. 6497 6497 The Foundation raises and transfers charitable support to Presbyterian Communities and Services employees who have qualified as having a financial hardship based on demonstrated need. 6497 6497 1997451 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 19 0 13 1 0 0 0 0 0 0 0 0 0 0 X 16 16 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X David Earnshaw 2144131523 6100 Colwell Blvd Suite 225 Irving TX 75039 A Dean Castillo Trustee 1.00 X 0 0 0 Rober C Orr Trustee 1.00 X 0 0 0 Kenneth W Perry Trustee 1.00 X 0 0 0 A Andrew Raub Chairperson 1.00 X X 0 0 0 William W Davis Trustee 1.00 X 0 0 0 Don W Hodges Trustee 1.00 X 0 0 0 Mark L Meyer Trustee 1.00 X 0 0 0 Warren L Rutherford Trustee 1.00 X 0 0 0 Alayne Sprague Trustee 1.00 X 0 0 0 Nell Carvell Immediate Past Chair/Trustee 1.00 X X 0 0 0 Mary Ann Hyde Trustee 1.00 X 0 0 0 Rev Karl E Schwarz Trustee 1.00 X 0 0 0 Noe Hinojosa Jr Trustee 1.00 X 0 0 0 Andrew N Meyercord Vice Chairperson 1.00 1.00 X X 0 0 0 Michael G Wright Ex Officio 1.00 2.00 X 0 0 0 Joseph L Mcentee Trustee 1.00 X 0 0 0 Godwin Dixon President/CEO 5.00 35.00 X 0 324624 42026 Milton Key VP of Foundation 35.00 5.00 X 157860 0 29067 157860 324624 71093 1 0 1 0 0 53036 1791875 1844911 238541 238541 98987 0 98987 98987 98987 321350 53036 218329 103021 103021 2285460 0 0 440549 1948325 1948325 49126 49126 157860 157860 507135 218068 289067 6059 2589 3470 8399 3589 4810 41913 17911 24002 7826 7826 15000 15000 4145 4145 26966 26966 158822 67871 90951 29404 29404 37595 37595 19840 19840 11375 4861 6514 8558 8558 3044 3044 59450 59450 Other Fundraising Expen 374386 374386 Miscelleanous 31853 13612 18241 Bad Debt 24000 24000 Food 10081 4308 5773 7182 3620 3562 3548344 1997451 696568 854325 11073200 13577850 105914 74799 9160375 5900725 10666 7836 19250 9867 21194 15340 5992 5854 11329662 12662498 72746 476910 31777805 32716339 72454 682127 0 468163 72454 1150290 X 4134322 3851907 25442910 25586023 2128119 2128119 31705351 31566049 31777805 32716339 -1262884 1123582 0 X X 0 1 X 1 0 X 962817 2550210 1416188 2018258 1844911 8792384 962817 2550210 1416188 2018258 1844911 8792384 772846 8019538 794723 298488 760781 339130 258541 2451663 11244047 0.71320 0.70010 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4279299 10539 183272 183272 4289838 4252706 26593 382566 382566 4279299 3208238 1044468 127060 127060 4252706 3205238 3000 130648 130648 3208238 3205238 3205238 0.50400 0.49600 0.00000 0 0 21194 15340 5854 5854 Intercompany payable 468163 468163 X 3252985 1123582 218329 1341911 1911074 374386 374386 2285460 3392287 218329 218329 3173958 374386 374386 3548344 Part X, Line 2: The Foundations income tax returns are subject to review and examination by federal, state and local authorities. The Foundation is not aware of any activities that would jeopardize its tax-exempt status. The Foundation reports any activities that are subject to tax on unrealized business income or excise or other taxes and files all proper returns related to those activities. The information tax returns for the years 2010 to 2013 are open to examination by federal, state and local authorities. Part XI, Line 2d - Other Adjustments: Fundraising Expenses Included on Revenue Statement 218,329. Part XI, Line 4b - Other Adjustments: Amounts Reclassed from Revenues to Expense for Tax Purposes 374,386. Part XII, Line 2d - Other Adjustments: Fundraising Expenses Included on Revenue Statement 218,329. Part XII, Line 4b - Other Adjustments: Amounts Reclassed from Revenues to Expense for Tax Purposes 374,386. X X X X X X 1 SGS Solutions 2021 Greenstone Trail Carrollton TX 75010 Grant writing 0 0 14542 0 14542 TX EMM Luncheon 374386 53036 321350 66167 152162 374386 53036 321350 66167 152162 218329 103021 1 Grace Presbyterian Ministries Inc 550 Ann Arbor Ave Dallas TX 75216 751094140 501(c)(3) 1948325 Caring Fund, Capital Improvements 1 Employee Grant Assistance Fund for Financial Hardships 32 6497 Part I, Line 2: The organization provides assistance to residents of its CCRC campus who reach financial hardship and are unable to pay a portion of their monthly fees. An application for assistance is completed and submitted to the Executive Director and committee for review and approval prior to providing assistance. The resident's financial circumstances are periodically reviewed to determine if the resident still qualifies for assistance. X X X X 0 0 0 0 0 0 0 0 0 Godwin Dixon President/CEO 0 324624 0 0 0 0 0 18308 0 23718 0 366650 0 0 Milton Key VP of Foundation 157860 0 0 0 0 0 22417 0 6650 0 186927 0 0 0 Form 990, Part VI, Section A, line 3 On 5/1/2008, Presbyterian Communities & Services was formed to provide management and shared services to Presbyterian Communities and Services Foundation and other affiliated organizations. Form 990, Part VI, Section B, line 11 The 990 is received by management to review and correct prior to submitting to the Finance Committee of the Board for review. Management meets with the Finance Committee, along with the outside preparer, to discuss the 990 return and recommend changes, if any. After the 990 has been finalized and approved by the Finance Committee, it is submitted to the Board of Directors for their review prior to sending to the IRS. Form 990, Part VI, Section B, line 12c We have a Compliance Officer (CO) who reviews all transactions of the organization that may result in a conflict of interest. The CO determines if the transaction would result in undue influence as a result of the relationship and not be pursued. The CO reports all conflicts of interest to the Board of Directors. Form 990, Part VI, Section B, line 15 The Board has a compensation committee that reviews the current compensation compared to like entities and makes recommendations to the Board for changes in compensation. The Board also uses an outside consultant to review compensation, independent of the compensation committee. Form 990, Part VI, Section C, line 19 The organization's governing documents, conflict of interest policy, and financial statements are not available to the public. Form 990, Part XII, Line 2C: The Foundation has not changed its oversight or selection process during the filing year. Presbyterian Communities and Services 6100 Colwell Blvd Irving TX 75039 261459224 Shared Services Management TX 501(c)(3) Line 11b, II N/A 0 Grace Presbyterian Ministries Inc 550 Ann Arbor Ave Dallas TX 75216 751094140 CCRC TX 501(c)(3) Line 9 Presbyterian Communities and Services 0 Presbyterian Village North 8600 Skyline Dr Dallas TX 75243 510190369 CCRC TX 501(c)(3) Line 9 Presbyterian Communities and Services 0 Faith Presbyterian Providers Inc 4350 Sigma Rd Ste 400 Dallas TX 75244 383800779 Hospice TX 501(c)(3) Line 9 Presbyterian Communities and Services 0 0 1 0 1 0 0 0 0 0 0 0 1 0 1 1 1 0 0 0