2012-08-15T11:59:46-05:00 2011-12-31 BRUCE E BERNSTIEN & ASSOC PC 10440 N CENTRAL EXPRESSWAY STE 1040 DALLAS TX 75231 990 2011-01-01 751910084 Presbyterian Communities and Services Fdtn % DAVID DIER PRES 2144131577 6100 colwell blvd irving TX 75039 Mark Havrilka 2012-08-15 true BRUCE E BERNSTIEN 2147060840 2011 2016-02-24 21:20:13Z Godwin Dixon 6100 Colwell Blvd Suite 225 Irving TX 75039 13387907 false X www.prescs.org/foundation X 1983 TX Presbyterian Communities and Services Foundation ("Foundation") raises and manages charitable funds to further Presbyterian Communities and Services' mission to enrich the lives of those we serve. 17 17 9 60 0 2550210 12069490 0 0 298488 760781 -151485 417778 2697213 13248049 963293 1194860 0 0 566645 420414 40675 27374 350910 283965 237247 1854578 1879895 842635 11368154 17153494 27633467 10967719 9496215 6185775 18137252 X PRESBYTERIAN COMMUNITIES AND SERVICES FOUNDATION ("FOUNDATION") RAISES AND MANAGES CHARITABLE FUNDS TO FURTHER PRESBYTERIAN COMMUNITIES AND SERVICES' MISSION TO ENRICH THE LIVES OF THOSE WE SERVE BY EXTENDING EXCEPTIONAL CARE AND SERVICES IN A FAITH-BASED CULTURE. AS A NOT-FOR-PROFIT ORGANIZATION, THE FOUNDATION RELIES ON PHILANTHROPY TO OFFER QUALITY PATIENT CARE, REHABILITATION AND INNOVATIVE SERVICES TO OUR RESIDENTS AND OUTPATIENT COMMUNITY. THE FOUNDATION'S FUNDRAISING EFFORTS CENTER ON OUR THREE ENTITIES, FAITH PRESBYTERIAN HOSPICE, GRACE PRESBYTERIAN VILLAGE AND PRESBYTERIAN VILLAGE NORTH. THE FOUNDATION HELPS PRESBYTERIAN COMMUNITIES AND SERVICES BRING EXCELLENCE AND COMPASSION TO ALL THEY SERVE. THROUGH THE HELP OF COMMITTED DONORS, WE ENHANCE RESIDENT AND PATIENT SERVICES, PROMOTE ENGAGING ACTIVITIES AND INNOVATIVE PROGRAMS, AND PROVIDE CARING BENEVOLENT FUNDS FOR THOSE THAT NEED FINANCIAL ASSISTANCE. false false 625034 625034 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. 233845 233845 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. 328074 328074 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. 7907 7907 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. 7907 7907 1194860 true true false false false false false false true true false false false false false true true false false false false false true true false false true true true false false false false false false false false true false false false false true false false false false true 17 0 true 9 true false false false false false false false false false false X 17 17 true true false false false false false true true false true true true true true true true true true true false X DAVID DIER 2144131554 6100 COLWELL BLVD SUITE 225 Irving TX 75039 X Nell Carvell 1.0 X 0 0 0 Jan DeVries 1.0 X 0 0 0 Dean Castillo 1.0 X 0 0 0 Leesa Condry MD 1.0 X 0 0 0 Kimber Hartmann 1.0 X 0 0 0 Don W Hodges 1.0 X 0 0 0 Ellen Masterson 1.0 X 0 0 0 Mark Meyer 1.0 X X 0 0 0 Susan Byrne Montgomery 1.0 X 0 0 0 Robert C Orr 1.0 X 0 0 0 A Andrew Raub 1.0 X 0 0 0 Kenneth W Perry 1.0 X 0 0 0 Warren L Rutherford 1.0 X X 0 0 0 Karl E Schwarz Rev 1.0 X 0 0 0 Alayne Sprague 1.0 X 0 0 0 Don A Tidwell 1.0 X X 0 0 0 Andy Meyercord 1.0 X 0 0 0 Godwin Dixon 10.0 X 0 351467 3125 Elizabeth Nicole Gann 10.0 X 0 175016 0 Mark Havrilka 10.0 X 0 163944 14374 Ann McKinley 10.0 X 0 110855 6108 Milton Key 40.0 X 132808 0 9211 132808 801282 32818 1 false true false 0 315056 11754434 677527 12069490 0 244213 244213 0 0 516568 516568 516568 516568 315056 139858 -139858 -139858 0 0 TRANSFER FROM FPH 900099 557636 557636 557636 13248049 557636 620923 1186953 1186953 7907 7907 0 0 132808 132808 0 220144 24160 195984 11546 5553 5993 33017 15760 17257 22899 9448 13451 0 6503 6503 14810 14810 0 27374 27374 17465 17465 0 32289 32289 9607 9607 11171 11171 0 0 6111 5221 890 0 0 0 0 2768 2768 0 SUPPLIES 63879 7909 55970 BAD DEBT 32451 32451 CONTRACT LABOR 24312 22610 1702 OTHER EXPENSES 15881 15881 1879895 1194860 334125 350910 7446410 6295935 1170542 2189402 132687 9596439 2637 9179 0 0 0 0 200000 0 0 0 0 0 18289 8639 6787 9650 8056668 9215822 0 0 0 0 0 0 137763 317040 17153494 27633467 156775 72816 10810944 9423399 0 0 0 0 0 0 0 0 0 0 0 0 0 0 10967719 9496215 X 3208450 3795594 1229687 12213539 1747638 2128119 6185775 18137252 17153494 27633467 X 11368154 583323 X false true true X false X 1032121 1839426 962817 2550210 1416188 7800762 1032121 1839426 962817 2550210 1416188 7800762 642833 7157929 237849 604881 794723 298488 760781 2696722 0 0 0 -151485 417778 266293 10763777 0.66500 0.93202 X Name of contributor Date Amount Explanation Total Contributions Var $22,032,120 Total Contr. before adj. T. Boone Pickens FDTN Var $(20,399,999) Unusual and Unexpected Mrs. Alfred Var $(600,000) Unusual and Unexpected Total $1,032,121 Name of contributor Date Amount Explanation Total Contributions Var $12,069,490 Total Contr. before adj. Harold Simmons FDTN Var $(10,000,000) Unusual and Unexpected Tom&Faye Luker Living TRS Var $(653,302) Unusual and Unexpected Total $1,416,188 Name of contributor Date Amount Explanation Total Contributions Var $2,499,426 Total Contr. before adj. Estate of Sidney Harper Var $(660,000) Unusual and Unexpected Total $1,839,426 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3208238 1044468 127060 127060 0 0 4252706 3205238 3000 130648 130648 0 0 3208238 3205238 0 0 3205238 3087378 20835 97025 0 0 3205238 0.50400 0.49600 0.00000 false false 18289 8639 9650 0 9650 13248049 1879895 11368154 -758145 1341468 583323 11951477 12583468 -758145 93564 -664581 13248049 13248049 2019753 139858 139858 1879895 1879895 The intended use of the endowment funds schedule d, part v, line 4: The endowment funds were used for Grace Presbyterian Village caring fund and Faith Presbyterian Hospice fund. Other adjustment in change in net assets form 990, schedule d, part xi, line 8: - Change in Valuation of Beneficial Interest in Asset held by others $ -46,294 - Transfer assets from Grace Presbyterian Ministries INc. $ 1,387,762 Revenue on the book but not on the return schedule D, Part XII, line 2d: change in valuation of beneficial interest in assets held by others $-46,294. Fundraising expenses $139,858. Expense on the book but not on the return Schedule D, Part XIII, line 2d: Fundraising expenses $139,858. X X X X X true Bodell Communications Inc marketing fundraising false 0 9600 0 SGS Solutions grant writing false 0 6500 0 0 16100 0 EMM luncheon 308056 308056 0 1018 10591 34150 0 82125 butterfly rls 7000 7000 0 0 0 0 0 7863 1 0 0 0 0 0 0 0 0 4111 315056 315056 0 1018 10591 34150 0 94099 139858 -139858 true GRACE PRESBYTERIAN MINISTIES INC 550 ANN ARBOR AVE DALLAS TX 75216 751094140 501(c)(3) 1103046 caring fund, faith fund and capital improvements & other projects. Presbyterian Village North 8600 SKYLINE DRIVE Dallas TX 75243 510190369 501(C)(3) 83097 Caring fund 2 0 Employee Assistance Fund for Financial Hardships 35 7907 GRANTS FORM 990, SCHEDULE 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 true false false false false false false false false Godwin Dixon 0 282260 0 54880 0 14327 0 0 0 3125 0 354592 0 0 Elizabeth Nicole Gann 0 148195 0 21821 0 5000 0 0 0 0 0 175016 0 0 Mark Havrilka 0 136715 0 22229 0 5000 0 0 0 14374 0 178318 0 0 Severance payment or change of control payment schedule J, part I, line 4a: Bonni Brophy $42,157. X 3 677527 fmv 0 false false true Third Parties or Related Organizations to sell non-cash contributions Schedule M, Part I, Line 32b: We use Stifel Nicolaus Investments to sell stock we receive as gifts. officer relationships Form 990, Part VI, Line 2: Two Trustees work for Investment Companies and Presbyterian Communities and Services FOUNDATION uses those investment companies to invest funds. Neither one receives any compensation directly from PC&SF or an affiliate. The investment companies are not paid any kind of direct fees. delegate control Form 990, Part VI, Line 3: On 5/1/2008, Presbyterian Communiites & Services was formed to provide management and shared services to Presbyterian Communities and Services FOUNDATION and other affiliated organizations. local chapters, branches, or affiliates form 990, Part VI, line 10: Presbyterian Communities & Services, Grace Presbyterian Ministries, Presbyterian Village North, Faith Presbyterian Providers, Inc. review process form 990, part vi, line 11B: 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. conflict of interest policy enforcement and monitoring 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. process for determining compensation 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. documents available to the public form 990, part vi, section c, line 19: These documents are available at the site, based on written request. Other changes in net assets or fund balances Form 990, Part XI, Line 5: - Unrealized Loss on investments $ -758,145 - Change in Valuation of Beneficial Interest in Asset held by others $ -46,294 - Transfer assets from Grace Presbyterian Ministries INc. $ 1,387,762 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Godwin Dixon TITLE:President/CEO HOURS:30 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Elizabeth Nicole Gann TITLE:V.P. of HR & IT HOURS:30 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Mark Havrilka TITLE:V.P. of Finance HOURS:30 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Ann McKinley TITLE:V.P. of Marketing HOURS:30 grace presbyterian ministries inc 550 e ann arbor ave dallas TX 75216 751094140 ccrc TX 501(c)(3) 7 (2) false presbyterian communities and services 6100 COLWELL BLVD ste 225 IRVING TX 75039 261459224 shr svcs mgmt TX 501(c)(3) 7 N/A false presbyterian village north 8600 SKYLINE DRIVE dallas TX 75243 510190369 ccrc TX 501(c)(3) 9 (2) false Faith Presbyterian Providers Inc 4350 SIGMA ROAD Ste 400 Dallas TX 75244 383800779 pall/hos svcs TX 501(c)(4) (2) false false true false true false false false false false false true false true true true false false false grace presbyterian ministries inc 1b 1103046 fmv presbyterian village north 1b 83907 fmv grace presbyterian ministries inc 1d 2200000 fmv grace presbyterian ministries inc 1k 11638518 fmv presbyterian village north 1k 111722 fmv