Sears Plains Retirement Corporation: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- Sears Plains Retirement Corporation (EIN 75-2768233)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-14
- IRS object ID
- 201233199349305063
- Schema version
- 2011v1.2
- 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) |
|---|---|---|
| Timestamp | 2012-11-14T14:45:16-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 410746749 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5001 SPRING VALLEY ROAD SUITE 600W | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75244 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 752768233 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEARS PLAINS RETIREMENT CORPORATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SEAR | NameControl |
| Phone | 3256915519 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE VILLAGE DRIVE NO 400 | AddressLine1 |
| City | ABILENE | City |
| State | TX | State |
| ZIP Code | 79606 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TERRY MYERS | Name |
| Title | SENIOR VP & CFO | Title |
| Phone | 3256915519 | Phone |
| Date Signed | 2012-11-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TROY LANGSDALE | Name |
| PTIN | P00847944 | PTIN |
| Phone | 9723835700 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
Doing Business As DoingBusinessAs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GARRISON GERIATRIC EDUCATION AND CARE CENTER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | D KEITH PERRY | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1114 LOST CREEK BLVD STE 220 | AddressLine1 |
| City | AUSTIN | City |
| State | TX | State |
| ZIP Code | 78746 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 8211734 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.SEARS-METHODIST.COM | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1998 | YearFormation |
| State Legal Domicile | TX | StateLegalDomicile |
| Activity Or Mission Description | THE MISSION OF SEARS IS TO PROVIDE LEADERSHIP IN RESPONSE TO THE NEEDS OF OUR AGING POPULATION. WE BELIEVE WE HAVE A RESPONSIBILITY FOR STUDYING, ANALYZING, PLANNING, DEVELOPING, AND IMPLEMENTING QUALITY SERVICE TO THE AGING WHERE APPROPRIATE NEEDS ARE FOUND FOR HEALTH CARE AND RESIDENTIAL LIVING SERVICES AND CAN BE PROVIDED IN A CHRISTIAN ENVIRONMENT. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 4 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 4 | NbrIndependentVotingMembers |
| Total Nbr Employees | 338 | TotalNbrEmployees |
| Total Nbr Volunteers | 50 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 4564 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 67116 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 8790071 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 8139652 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 7200 | InvestmentIncomePriorYear |
| Investment Income Current Year | 4966 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 8801835 | TotalRevenuePriorYear |
| Total Revenue Current Year | 8211734 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 3873685 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 4223318 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 5122371 | OtherExpensePriorYear |
| Other Expenses Current Year | 5720632 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 8996056 | TotalExpensesPriorYear |
| Total Expenses Current Year | 9943950 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -194221 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -1732216 | RevenuesLessExpensesCY |
| Total Assets BOY | 14505477 | TotalAssetsBOY |
| Total Assets EOY | 12987827 | TotalAssetsEOY |
| Total Liabilities BOY | 14204324 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 10072680 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 301153 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 2915147 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE MISSION OF SEARS IS TO PROVIDE LEADERSHIP IN RESPONSE TO THE NEEDS OF OUR AGING POPULATION. WE BELIEVE WE HAVE A RESPONSIBILITY FOR STUDYING, ANALYZING, PLANNING, DEVELOPING, AND IMPLEMENTING QUALITY SERVICE TO THE AGING WHERE APPROPRIATE NEEDS ARE FOUND FOR HEALTH CARE AND RESIDENTIAL LIVING SERVICES AND CAN BE PROVIDED IN A CHRISTIAN ENVIRONMENT. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 7605128 | Expense |
| Revenue | 8139652 | Revenue |
| Description | SEARS PLAINS RETIREMENT CORPORATION, DBA: GARRISON GERIATRIC EDUCATION AND CARE CENTER OWNS AND OPERATES A SENIOR LIVING FACILITY. THE FACILITY PROVIDES NURSING HOME AND DEMENTIA CARE. IT ALSO PROVIDES LONG-TERM NURSING CARE TO ELDERLY AS WELL AS A MEDICARE SKILLED CARE UNIT FOR REHABILITATION. THE FACILITY CONSISTS OF A 120 BED SKILLED NURSING FACILITY AND ALSO SERVES AS A PLACE OF INSTRUCTION FOR HEALTH STUDENTS FROM THE TEXAS TECH HEALTH SCIENCES CENTER. | Description |
| Total Program Service Expense | 7605128 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 28 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 338 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 4 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 4 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 1 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TERRY MYERS CFO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5123296716 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1114 LOST CREEK BLVD SUITE 220 | AddressLine1 |
| City | AUSTIN | City |
| State | TX | State |
| ZIP Code | 78746 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (8 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| DR JEFFREY A SMITH | ||||||
| CHAIRMAN | 2.00 | X | X | 0 | 0 | 0 |
| RICK RHODES | ||||||
| VICE CHAIRMAN | 2.00 | X | X | 0 | 0 | 0 |
| VANCE GODDARD | ||||||
| SECRETARY | 2.00 | X | X | 0 | 0 | 0 |
| STEVE EXTER | ||||||
| TREASURER | 2.00 | X | X | 0 | 0 | 0 |
| D KEITH PERRY | ||||||
| PRESIDENT, CEO AND EX-OFFICIO TRUSTEE | 40.00 | X | 0 | 396020 | 32904 | |
| M TERRY MYERS | ||||||
| SENIOR VP & CFO | 40.00 | X | 0 | 217013 | 10096 | |
| WENDY GRIMES | ||||||
| EXECUTIVE DIRECTOR | 40.00 | X | 0 | 100060 | 4750 | |
| GARY ANDERSON | ||||||
| EXECUTIVE VP & COO | 40.00 | X | 0 | 165806 | 7212 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 878899 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 54962 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (3 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| PHARMERICA | |||||
| PO BOX 409251 | ATLANTA | GA | 30384 | MEDICAL DRUGS FOR RESIDENTS | 398646 |
| SYSCO FOODS | |||||
| PO BOX 5910 | LUBBOCK | TX | 79408 | FOOD SERVICES | 240376 |
| MEDLINE INDUSTRIES | |||||
| DEPT 1080 DALLAS PO BOX 121080 | DALLAS | TX | 753121080 | MEDICAL SUPPLIES | 181490 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 3 | NumberOfContractorsGT100K |
| Related Organizations | 67116 | RelatedOrganizations |
| Total Contributions | 67116 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| RESIDENT CHARGES | 623000 | 8156840 | 8156840 |
| OTHER REVENUE | 623000 | -17188 | -17188 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 8139652 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4966 | TotalRevenueColumn |
| Exclusion | $4,966 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 8211734 | TotalRevenueColumn |
| Related Or Exempt Function Income | 8139652 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $4,966 | ExclusionAmount |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3574510 | Total |
| Program Services | 3331828 | ProgramServices |
| Management And General | 242682 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 380161 | Total |
| Program Services | 354351 | ProgramServices |
| Management And General | 25810 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 268647 | Total |
| Program Services | 250408 | ProgramServices |
| Management And General | 18239 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 760000 | Total |
| Management And General | 760000 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3630 | Total |
| Management And General | 3630 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 248723 | Total |
| Program Services | 248723 | ProgramServices |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 84767 | Total |
| Management And General | 84767 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 136803 | Total |
| Management And General | 136803 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 149180 | Total |
| Program Services | 144043 | ProgramServices |
| Management And General | 5137 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26547 | Total |
| Program Services | 14776 | ProgramServices |
| Management And General | 11771 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1374 | Total |
| Program Services | 1274 | ProgramServices |
| Management And General | 100 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 456651 | Total |
| Program Services | 440926 | ProgramServices |
| Management And General | 15725 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 458978 | Total |
| Program Services | 443173 | ProgramServices |
| Management And General | 15805 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 124369 | Total |
| Program Services | 120086 | ProgramServices |
| Management And General | 4283 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| ANCILLARY EXPENSE | 1616578 | 1616578 | |
| LOSS ON EXTINGUISHMENT | 851330 | 851330 | |
| SUPPLIES | 376896 | 327742 | 49154 |
| FOOD | 246888 | 246888 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 177918 | Total |
| Program Services | 64332 | ProgramServices |
| Management And General | 113586 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9943950 | Total |
| Program Services | 7605128 | ProgramServices |
| Management And General | 2338822 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 306602 | BOY |
| EOY | 418562 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2048 | BOY |
| EOY | 250062 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 924373 | BOY |
| EOY | 596790 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10986 | BOY |
| EOY | 14047 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17125 | BOY |
| EOY | 23354 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 13376303 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 4043690 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9575697 | BOY |
| EOY | 9332613 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1702247 | BOY |
| EOY | 1786968 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1966399 | BOY |
| EOY | 565431 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14505477 | BOY |
| EOY | 12987827 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 769408 | BOY |
| EOY | 508389 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 287550 | BOY |
| EOY | 287550 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8270000 | BOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 8969067 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4877366 | BOY |
| EOY | 307674 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14204324 | BOY |
| EOY | 10072680 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -832703 | BOY |
| EOY | 1792220 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 633856 | BOY |
| EOY | 622927 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 500000 | BOY |
| EOY | 500000 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 301153 | BOY |
| EOY | 2915147 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14505477 | BOY |
| EOY | 12987827 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -1732216 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 4346210 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Both | X | FinancialStatementBoth |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2175 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 31757 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 43456 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4564 | CurrentTaxYearMinus1Year |
| Current Tax Year | 67116 | CurrentTaxYear |
| Total | 149068 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 9180750 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 7437854 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 8384770 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 8797242 | CurrentTaxYearMinus1Year |
| Current Tax Year | 8139278 | CurrentTaxYear |
| Total | 41939894 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 9182925 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 7469611 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 8428226 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 8801806 | CurrentTaxYearMinus1Year |
| Current Tax Year | 8206394 | CurrentTaxYear |
| Total | 42088962 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | 67759 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 129180 | CurrentTaxYearMinus1Year |
| Current Tax Year | 59300 | CurrentTaxYear |
| Total | 256239 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | 67759 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 129180 | CurrentTaxYearMinus1Year |
| Current Tax Year | 59300 | CurrentTaxYear |
| Total | 256239 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 41832723 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 15980 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 51309 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 24710 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 7200 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4966 | CurrentTaxYear |
| Total | 104165 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 15980 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 51309 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 24710 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 7200 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4966 | CurrentTaxYear |
| Total | 104165 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 9198905 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 7520920 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 8452936 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 8809006 | CurrentTaxYearMinus1Year |
| Current Tax Year | 8211360 | CurrentTaxYear |
| Total | 42193127 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.99150 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.99480 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00250 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00260 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 622928 | OtherCostOrOtherBasis |
| Book Value | 622928 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 11112446 | OtherCostOrOtherBasis |
| Depreciation | 2759115 | Depreciation |
| Book Value | 8353331 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1640929 | OtherCostOrOtherBasis |
| Depreciation | 1284575 | Depreciation |
| Book Value | 356354 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 9332613 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INVESTMENT IN SEARS METHODIST FOUNDATION | Description |
| Book Value | 1786968 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 1786968 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DUE TO OTHER CAMPUSES | $304,664 |
| OTHER CURRENT LIABILITIES | $3,010 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 307674 | TotalOfAmounts |
| Total Revenue | 8211734 | TotalRevenue |
| Total Expenses | 9943950 | TotalExpenses |
| Excess Or Deficit For Year | -1732216 | ExcessOrDeficitForYear |
| Other | $4,346,210 | OtherAmount |
| Total Adjustments | 4346210 | TotalAdjustments |
| Excess Or Deficit Per FS | 2613994 | ExcessOrDeficitPerFS |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE SYSTEM ADOPTED THE INCOME TAX STANDARD FOR UNCERTAIN TAX POSITIONS. THIS STANDARD CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ORGANIZATION'S FINANCIAL STATEMENTS IN ACCORDANCE WITH THE INCOME TAX STANDARD. THIS STANDARD PRESCRIBES RECOGNITION AND MEASUREMENT OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. THE SYSTEM'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE, AND LOCAL AUTHORITIES. THE SYSTEM IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. THE SYSTEM IS NOT AWARE OF ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR EXCISE OR OTHER TAXES. THE TAX RETURNS FOR THE YEARS 2008 TO 2011 ARE OPEN TO EXAMINATION BY FEDERAL, LOCAL, AND STATE AUTHORITIES. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | INTERCOMPANY FUND TRANSFERS 4,261,489. CHANGE IN SMF INVESTMENT 84,721. TOTAL TO SCHEDULE D, PART XI, LINE 8: 4,346,210. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (3 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D KEITH PERRY | |||||||||||||
| 0 | 366238 | 0 | 22324 | 0 | 7458 | 0 | 32904 | 0 | 0 | 0 | 428924 | 0 | 0 |
| M TERRY MYERS | |||||||||||||
| 0 | 201923 | 0 | 15000 | 0 | 90 | 0 | 10096 | 0 | 0 | 0 | 227109 | 0 | 0 |
| GARY ANDERSON | |||||||||||||
| 0 | 163411 | 0 | 0 | 0 | 2395 | 0 | 7212 | 0 | 0 | 0 | 173018 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 4B | ReturnReference |
| Explanation | D. KEITH PERRY PARTICIPATED IN A SUPPLEMENTAL NON QUALIFIED RETIREMENT PLAN. SEARS METHODIST RETIREMENT SYSTEM CONTRIBUTED $32,904 TO THE PLAN DURING THE YEAR. M. TERRY MYERS PARTICIPATED IN A SUPPLEMENTAL NON QUALIFIED RETIREMENT PLAN. SEARS METHODIST RETIREMENT SYSTEM CONTRIBUTED $10,096 TO THE PLAN DURING THE YEAR. WENDY GRIMES PARTICIPATED IN A SUPPLEMENTAL NON QUALIFIED RETIREMENT PLAN. SEARS METHODIST RETIREMENT SYSTEM CONTRIBUTED $4,750 TO THE PLAN DURING THE YEAR. GARY ANDERSON PARTICIPATED IN A SUPPLEMENTAL NON QUALIFIED RETIREMENT PLAN. SEARS METHODIST RETIREMENT SYSTEM CONTRIBUTED $7,212 TO THE PLAN DURING THE YEAR. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | THE EXECUTIVE COMMITTEE OFTEN MAKES DECISIONS FOR THE BOARD; HOWEVER, THE BOARD IS ALWAYS NOTIFIED OF ANY ACTION THE EXECUTIVE COMMITTEE TAKES. THE EXECUTIVE COMMITTEE IS COMPOSED OF THE CHAIRMAN, VICE CHAIRMAN, SECRETARY, TREASURER, AND PRESIDENT. THE PRESIDENT IS A NON-VOTING MEMBER WITH VOICE. WITH REGARD TO SCOPE, THE EXECUTIVE COMMITTEE "SHALL POSSESS AND MAY EXERCISE ALL THE POWERS OF THE BOARD OF TRUSTEES EXCEPT AS SUBJECT TO THE PROVISIONS OF ARTICLE 7.07. THE EXECUTIVE COMMITTEE SHALL EXERCISE THESE POWERS ONLY WHEN IT IS IMPRACTICAL TO CONVENE A CALLED MEETING OF THE BOARD OF TRUSTEES. THE BOARD OF TRUSTEES MAY DELEGATE SPECIFIC AUTHORITY OR RESPONSIBILITY TO THE EXECUTIVE COMMITTEE." THE EXECUTIVE COMMITTEE MAY NOT: AMEND THE ARTICLES OF INCORPORATION; ADOPT A PLAN OF MERGER OR A PLAN OF CONSOLIDATION WITH ANOTHER CORPORATION; AUTHORIZE THE SALE, LEASE, EXCHANGE, OR MORTGAGE OF ALL OR SUBSTANTIALLY ALL OF THE PROPERTY AND ASSETS OF THE CORPORATION; AUTHORIZE THE VOLUNTARY DISSOLUTION OF THE CORPORATION; REVOKE PROCEEDINGS FOR THE VOLUNTARY DISSOLUTION OF THE CORPORATION; ADOPT A PLAN FOR THE DISTRIBUTION OF THE ASSETS OF THE CORPORATION; AMEND, ALTER OR REPEAL THE BY LAWS; ELECT, APPOINT, OR REMOVE A MEMBER OF A COMMITTEE OR A TRUSTEE OR OFFICER OF THE CORPORATION; APPROVE ANY TRANSACTION TO WHICH THE CORPORATION IS A PARTY AND THAT INVOLVES A POTENTIAL CONFLICT OF INTEREST AS DEFINED IN PARAGRAPH 10.05, BELOW; TAKE ANY ACTION OUTSIDE THE SCOPE OF AUTHORITY DELEGATED TO IT BY THE BOARD OF TRUSTEES; TAKE FINAL ACTION ON A MATTER THAT REQUIRES THE APPROVAL OF THE BOARD OF TRUSTEES. | |
| FORM 990, PART VI, SECTION A, LINE 3 | THE ORGANIZATION DELEGATES MANAGEMENT DUTIES INCLUDING SUPERVISING PERSONNEL, OPERATIONS, AND BUDGETING TO SEARS METHODIST RETIREMENT SYSTEM, INC., THE PARENT COMPANY. | |
| FORM 990, PART VI, SECTION A, LINE 7A | THE BOARD OF DIRECTORS FOR SEARS METHODIST RETIREMENT SYSTEM, INC. HAS A GOVERNANCE COMMITTEE WHO IS RESPONSIBLE FOR NOMINATING NEW BOARD MEMBERS. THE NOMINATED BOARD MEMBERS ARE THEN VOTED ON BY THE FULL BOARD OF DIRECTORS. | |
| FORM 990, PART VI, SECTION B, LINE 11 | A COPY OF THE FORM 990 WAS EMAILED TO ALL BOARD MEMBERS FOR REVIEW AND APPROVAL BEFORE FILING THE RETURN. | |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST STATEMENTS ARE COMPLETED ANNUALLY BY SEARS METHODIST RETIREMENT SYSTEM BOARD OF TRUSTEES, SEARS TYLER METHODIST RETIREMENT SYSTEM BOARD OF DIRECTORS AND ALL SENIOR STAFF. ANY NEW BOARD MEMBER OR SENIOR STAFF ARE REQUIRED TO COMPLETE THE STATEMENT UPON HIRE. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION FOR THE CEO IS DETERMINED BY THE SEARS METHODIST RETIREMENT SYSTEM BOARD IN AN ANNUAL REVIEW. ANY RAISE OR BONUS IS DISCUSSED AND VOTED ON BY THE BOARD. EVERY FEW YEARS AN OUTSIDE COMPENSATION SPECIALIST IS HIRED TO HELP DETERMINE COMPENSATION FOR THE CEO. EACH SENIOR VP OR EXECUTIVE VP REVIEW OR SALARY INCREASE IS DETERMINED BY THE CEO IN AN ANNUAL REVIEW PROCESS. EACH SENIOR VP HAS KEY OFFICERS UNDER THEM THAT ARE REVIEWED IN THE SAME MANNER. | |
| FORM 990, PART VI, SECTION C, LINE 19 | ALTHOUGH NOT REQUIRED, PHOTO COPIES OF THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE PROVIDED TO ALL WHO REQUEST ONE OR MORE OF THESE DOCUMENTS. | |
| FORM 990, PART XI, LINE 5: | INTERCOMPANY FUND TRANSFERS 4,261,489. CHANGE IN SMF INVESTMENT 84,721. TOTAL TO FORM 990, PART XI, LINE 5: 4,346,210. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C | THERE HAS BEEN NO CHANGE FROM PRIOR YEAR. | AUDIT COMMITTEE / FINANCIAL STATEMENT OVERSIGHT |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (8 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| SEARS METHODIST RETIREMENT SYSTEM INC | ||||||||||
| ONE VILLAGE DRIVE SUITE 400 | ABILENE | TX | 79606 | 752516330 | SENIOR LIVING | TX | 501(C)(3) | LINE 11B, II | N/A | 0 |
| SEARS PANHANDLE RETIREMENT CORPORATION INC | ||||||||||
| ONE VILLAGE DRIVE SUITE 400 | ABILENE | TX | 79606 | 752503233 | SENIOR LIVING | TX | 501(C)(3) | LINE 9 | N/A | 0 |
| SEARS PERMIAN RETIREMENT CORPORATION | ||||||||||
| ONE VILLAGE DRIVE SUITE 400 | ABILENE | TX | 79606 | 752707608 | SENIOR LIVING | TX | 501(C)(3) | LINE 9 | N/A | 0 |
| SEARS METHODIST FOUNDATION | ||||||||||
| ONE VILLAGE DRIVE SUITE 400 | ABILENE | TX | 79606 | 752692545 | MANAGES CHARITABLE FUNDS FOR ALL SMRS'S RELATED ENTITIES | TX | 501(C)(3) | LINE 11C, III-FI | N/A | 0 |
| SEARS METHODIST CENTERS INC | ||||||||||
| ONE VILLAGE DRIVE SUITE 400 | ABILENE | TX | 79606 | 751234917 | SENIOR LIVING | TX | 501(C)(3) | LINE 9 | N/A | 0 |
| SEARS BRAZOS RETIREMENT CORP | ||||||||||
| ONE VILLAGE DRIVE SUITE 400 | ABILENE | TX | 79606 | 010598053 | SENIOR LIVING | TX | 501(C)(3) | LINE 9 | N/A | 0 |
| SEARS TYLER METHODIST RETIREMENT CORPORATION | ||||||||||
| ONE VILLAGE DRIVE SUITE 400 | ABILENE | TX | 79606 | 203500571 | SENIOR LIVING | TX | 501(C)(3) | LINE 9 | N/A | 0 |
| SEARS CAPROCK RETIREMENT CORPORATION | ||||||||||
| ONE VILLAGE DRIVE SUITE 400 | ABILENE | TX | 79606 | 020709581 | SENIOR LIVING | TX | 501(C)(3) | LINE 9 | N/A | 0 |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SENIOR DIMENSIONS INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE VILLAGE DRIVE SUITE 400 | AddressLine1 |
| City | ABILENE | City |
| State | TX | State |
| ZIP Code | 79606 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 752814016 | EIN |
| Primary Activity | SENIOR LIVING | PrimaryActivity |
| Legal Domicile State | TX | LegalDomicileState |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Type Of Entity | C | TypeOfEntity |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEARS METHODIST RETIREMENT SYSTEMS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | L | TransactionType |
| Amount Involved | 760000 | AmountInvolved |
Comments