MORNINGSIDE MINISTRIES: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- MORNINGSIDE MINISTRIES (EIN 74-1388420)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-10-21
- IRS object ID
- 201132949349300433
- Schema version
- 2010v3.4
- 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 | 2011-10-21T15:55:48-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PAUL J FITZGERALD PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 741388420 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORNINGSIDE MINISTRIES | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MORN | NameControl |
| Phone | 2107341000 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOAN DIXON | Name |
| Title | VP OF FINANCE | Title |
| Phone | 2107341000 | Phone |
| Date Signed | 2011-09-23 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PAUL J FITZGERALD | Name |
| Phone | 2105462190 | Phone |
| Date Prepared | 2011-10-21 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | ALVIN LOEWENBERG | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| 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 | 46929964 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.MMLIVING.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1959 | YearFormation |
| State Legal Domicile | TX | StateLegalDomicile |
| Activity Or Mission Description | 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 800 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 | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 25 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 24 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1016 | TotalNbrEmployees |
| Total Nbr Volunteers | 150 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 39173086 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 40103561 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -11571 | InvestmentIncomePriorYear |
| Investment Income Current Year | 70597 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 4282817 | OtherRevenuePriorYear |
| Other Revenue Current Year | 3096134 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 43444332 | TotalRevenuePriorYear |
| Total Revenue Current Year | 43270292 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 21828079 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 23128598 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 10029 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 27394 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 246042 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 16849696 | OtherExpensePriorYear |
| Other Expenses Current Year | 17516774 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 38687804 | TotalExpensesPriorYear |
| Total Expenses Current Year | 40672766 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 4756528 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 2597526 | RevenuesLessExpensesCY |
| Total Assets BOY | 47061924 | TotalAssetsBOY |
| Total Assets EOY | 49733642 | TotalAssetsEOY |
| Total Liabilities BOY | 9777045 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 9783335 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 37284879 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 39950307 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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 800 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 | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 13684540 | Expense |
| Revenue | 33965048 | Revenue |
| Description | 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 2010, 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. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 9979443 | Expense |
| Revenue | 26383 | Revenue |
| Description | ENVIRONMENTAL SERVICES - INCLUDES HOUSEKEEPING AND LAUNDRY SERVICES FOR APPROXIMATELY 850 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. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 4919030 | Expense |
| Revenue | 171751 | Revenue |
| Description | FOOD SERVICES - PROVIDES DAILY MEALS FOR APPROXIMATELY 950 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. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 4763531 | Expense |
| Revenue | 5940379 | Revenue |
| Description | 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 850 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. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 4763531 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 5940379 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 33346544 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | false | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | true | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | true | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | true | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 134 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 1016 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 25 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 24 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | true | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | MRS JOAN DIXON | NamePerson |
| Telephone Number | 2107341172 | TelephoneNumber |
Address US AddressUS
| 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 Form990PartVIISectionA (36 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| BILL BALTHROPE | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| GLENN BIGGS | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| TOM BINGHAM | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| NICK CAMPBELL | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| JAYNE CREASY | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| JIM DORFF | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| CONRAD FOTHERGILL | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| BILL GALBREATH | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| MARILYN HARRINGTON | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| CARL ROHLFS | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| BARBARA WOOD | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| PATRICK HEATH | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| SUSAN KERR | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| MIKE HORRIDGE | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| MIKE NOVAK | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| ROBERT PARKER | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| LESA PRESLEY | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| ROBERT PRICE | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| DAVID REED | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| ARTHUR RICHARDSON | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| CAROLYN JOHNSON | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| GAYLAN SCHROEDER | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| SCOTT SIMPSON | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| BARBARA MEYER | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| MIKE VENSON | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| GINNY WAY | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| ANN WELLS | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| DAVID WEST | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| MARY SCHOFF | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| VIRGILIO VAZQUEZ-GARZA | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| ALVIN LOEWENBERG | |||||||
| PRESIDENT | 40.00 | 264111 | 0 | 36623 | X | ||
| JOAN DIXON | |||||||
| VP FINANCE | 40.00 | 112567 | 0 | 9090 | X | ||
| LEO CUTCLIFF | |||||||
| EVP OPERATIO | 40.00 | 136469 | 0 | 6639 | X | ||
| MARIA WELLISCH | |||||||
| VP QUALITY A | 40.00 | 118402 | 0 | 9605 | X | ||
| JACK RODGERS | |||||||
| VP ADVANCEME | 40.00 | 102888 | 0 | 7874 | X | ||
| REAGAN ALLEN | |||||||
| 40.00 | 102830 | 0 | 8102 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 837267 | TotalReportableCompFromOrg |
| Total Other Compensation | 77933 | TotalOtherCompensation |
| Number Individuals GT100 K | 6 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| SELECT REHABILITATION INC | |||||
| PO BOX 809056 | CHICAGO | IL | 60680 | THERAPY SERVICE | 2409740 |
| LEONARD CONTRACTING | |||||
| 16010 UNIVERSITY OAK 100 | SAN ANTONIO | TX | 78249 | CONSTRUCTION | 538540 |
| ATWORK PERSONNEL SERVICES INC | |||||
| PO BOX 202992 | DALLAS | TX | 75320 | PERSONNEL | 368300 |
| INGRAM ROOFING | |||||
| 17430-1 BANDERA ROAD | HELOTES | TX | 78023 | CONSTRUCTION | 264592 |
| FAVORITE NURSES | |||||
| PO BOX 803356 | KANSAS CITY | MO | 64180 | STAFFING AGENCY | 151887 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 7 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| ROOM AND BOARD | 623000 | 33965048 | 33965048 |
| ANCILLARY SERVICES | 623990 | 4346885 | 4346885 |
| MISCELLANEOUS | 623990 | 1207992 | 1207992 |
| BEAUTY SHOP | 623990 | 230738 | 230738 |
| MEALS | 623990 | 171751 | 171751 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 181147 | TotalRevenueColumn |
| Related Or Exempt Function Income | 181147 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 40103561 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 50182 | TotalRevenueColumn |
| Exclusion | $50,182 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 486576 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 486576 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 486576 | TotalRevenueColumn |
| Exclusion | $486,576 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 224174 | Securities |
| Other | 1630 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 204113 | Securities |
| Other | 1276 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 20061 | Securities |
| Other | 354 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 20415 | TotalRevenueColumn |
| Exclusion | $20,415 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 4563765 | GrossSalesOfInventory |
| Cost Of Goods Sold | 3454283 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1109482 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1109482 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| BENEFICIAL INTEREST IN MSMF | 623990 | 1398076 | 1398076 |
| FUNDRAISING EXP REIMBURSEMENT | 623990 | 60000 | 60000 |
| ADMIN FEE REIMBURSEMENTS | 623990 | 42000 | 42000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 1500076 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 43270292 | TotalRevenueColumn |
| Related Or Exempt Function Income | 42713119 | RelatedOrExemptFunctionIncome |
| Exclusion | $557,173 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 422391 | Total |
| Management And General | 422391 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19487949 | Total |
| Program Services | 16005549 | ProgramServices |
| Management And General | 3304133 | ManagementAndGeneral |
| Fundraising | 178267 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 295348 | Total |
| Program Services | 280227 | ProgramServices |
| Management And General | 12883 | ManagementAndGeneral |
| Fundraising | 2238 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1418146 | Total |
| Program Services | 1064677 | ProgramServices |
| Management And General | 350733 | ManagementAndGeneral |
| Fundraising | 2736 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1504764 | Total |
| Program Services | 1216149 | ProgramServices |
| Management And General | 274978 | ManagementAndGeneral |
| Fundraising | 13637 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 62653 | Total |
| Management And General | 62653 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 45201 | Total |
| Management And General | 45201 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27394 | Total |
| Fundraising | 27394 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4033092 | Total |
| Program Services | 3648583 | ProgramServices |
| Management And General | 384509 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 41822 | Total |
| Management And General | 41822 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1697953 | Total |
| Program Services | 1284685 | ProgramServices |
| Management And General | 395072 | ManagementAndGeneral |
| Fundraising | 18196 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14707 | Total |
| Program Services | 14707 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6402547 | Total |
| Program Services | 6149740 | ProgramServices |
| Management And General | 252807 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 51195 | Total |
| Management And General | 49600 | ManagementAndGeneral |
| Fundraising | 1595 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34127 | Total |
| Management And General | 33748 | ManagementAndGeneral |
| Fundraising | 379 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 484333 | Total |
| Program Services | 419182 | ProgramServices |
| Management And General | 65151 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 476444 | Total |
| Program Services | 2803 | ProgramServices |
| Management And General | 473641 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| FOOD | 1791181 | 1791181 | ||
| NURSING SUPPLIES | 1062364 | 1062364 | ||
| DEVELOPMENT | 630631 | 630631 | ||
| MEDICAL EXPENSES | 317125 | 317125 | ||
| OTHER EXPENSES | 206469 | 6666 | 198675 | 1128 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 164930 | Total |
| Program Services | 82906 | ProgramServices |
| Management And General | 81552 | ManagementAndGeneral |
| Fundraising | 472 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40672766 | Total |
| Program Services | 33346544 | ProgramServices |
| Management And General | 7080180 | ManagementAndGeneral |
| Fundraising | 246042 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 312803 | BOY |
| EOY | 1769838 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2931757 | BOY |
| EOY | 3188544 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3382705 | BOY |
| EOY | 2365835 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 350161 | BOY |
| EOY | 361945 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 260744 | BOY |
| EOY | 318028 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 7878104 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 4981709 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2767287 | BOY |
| EOY | 2896395 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 886867 | BOY |
| EOY | 992977 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35291721 | BOY |
| EOY | 37524605 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 877879 | BOY |
| EOY | 315475 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 47061924 | BOY |
| EOY | 49733642 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2846142 | BOY |
| EOY | 2976151 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6930903 | BOY |
| EOY | 6807184 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9777045 | BOY |
| EOY | 9783335 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2020596 | BOY |
| EOY | 3260509 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35264283 | BOY |
| EOY | 36689798 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37284879 | BOY |
| EOY | 39950307 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 47061924 | BOY |
| EOY | 49733642 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 2597526 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 67902 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 34351605 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 37472887 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 32935522 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 46666957 | CurrentTaxYearMinus1Year |
| Current Tax Year | 46167402 | CurrentTaxYear |
| Total | 197594373 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 34351605 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 37472887 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 32935522 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 46666957 | CurrentTaxYearMinus1Year |
| Current Tax Year | 46167402 | CurrentTaxYear |
| Total | 197594373 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 197594373 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 62481 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 104447 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 144776 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 361303 | CurrentTaxYearMinus1Year |
| Current Tax Year | 536758 | CurrentTaxYear |
| Total | 1209765 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 62481 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 104447 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 144776 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 361303 | CurrentTaxYearMinus1Year |
| Current Tax Year | 536758 | CurrentTaxYear |
| Total | 1209765 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 102000 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 102000 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 102000 | CurrentTaxYearMinus2Years |
| Total | 306000 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 34516086 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 37679334 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 33182298 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 47028260 | CurrentTaxYearMinus1Year |
| Current Tax Year | 46704160 | CurrentTaxYear |
| Total | 199110138 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.99240 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.99390 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.01000 | InvestmentIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Disclosed Orgs Legal Control | false | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | false | DisclosedForCharitablePurposes |
| Written Policy Monitoring | false | WrittenPolicyMonitoring |
| Sect170h Requirements Satisfied | false | Sect170hRequirementsSatisfied |
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
| Agent Trustee Etc | false | AgentTrusteeEtc |
| Included On FS | false | IncludedOnFS |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 10801518 | BeginningOfYearBalance |
| Contributions | 151741 | Contributions |
| Investment Earnings Or Losses | 1096636 | InvestmentEarningsOrLosses |
| Other Expenditures | 27675 | OtherExpenditures |
| End Of Year Balance | 11772220 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 8999612 | BeginningOfYearBalance |
| Contributions | 353722 | Contributions |
| Investment Earnings Or Losses | 1924570 | InvestmentEarningsOrLosses |
| Other Expenditures | 476386 | OtherExpenditures |
| End Of Year Balance | 10801518 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 11870476 | BeginningOfYearBalance |
| Contributions | 69617 | Contributions |
| Investment Earnings Or Losses | -2648050 | InvestmentEarningsOrLosses |
| Other Expenditures | 292431 | OtherExpenditures |
| End Of Year Balance | 8999512 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | true | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | true | AreRelatedOrgsListedScheduleR |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 7380818 | OtherCostOrOtherBasis |
| Depreciation | 4557554 | Depreciation |
| Book Value | 2823264 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 497286 | OtherCostOrOtherBasis |
| Depreciation | 424155 | Depreciation |
| Book Value | 73131 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 2896395 | TotalOfBookValueLandBuildings |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BENEFICIAL INTEREST , MSMF | Description |
| Book Value | 37524605 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Program Related | 37524605 | TotalOfBookValueProgramRelated |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ENTRANCE FEES & DEPOSITS | Description |
| Amount | $6,807,184 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 6807184 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| INTENDED USES FOR ENDOWMENT FUNDS | 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. |
| LIABILITY UNDER FIN 48 FOOTNOTE | 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 2007 - 2010 REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Agreement Ref Fundraising | true | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation (2 entries)
| Name Of IndividualNameOfIndividual | Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | ActivityActivity | Fundraiser Control Of FundsFundraiserControlOfFunds | Gross ReceiptsGrossReceipts | Amount Retained By ContractorAmountRetainedByContractor | Net To OrganizationNetToOrganization |
|---|---|---|---|---|---|---|---|---|---|
| ANTHONY BIR | 134 ANNE LEWIS DR | SAN ANTONIO | TX | 78216 | CONSULTING | false | 35092 | 17394 | 17698 |
| DEAN ASSOCIATES | 1433 RIVIERA DR | CANYON LAKE | TX | 78133 | CONSULTING | false | 10680 | 10000 | 680 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 45772 | TotalGrossReceipts |
| Total Retained By Contractors | 27394 | TotalRetainedByContractors |
| Total Net To Organization | 18378 | TotalNetToOrganization |
| Licensed States | TX | LicensedStates |
Form990 Schedule G Part IV Form990ScheduleGPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | FUNDRAISING VS REIMBURSEMENT EXPLANATION | Identifier |
| Return Reference | SCHEDULE G PAGE 1 PART I LINE 2B COLUMN V | ReturnReference |
| Explanation | ANTHONY BIR PLANNED GIVING CONSULTING DEAN ASSOCIATES PLANNED GIVING CONSULTING | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | false | WrittenPolicyReTAndEExpenses |
| Substantiation Required | false | SubstantiationRequired |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | ALVIN LOEWENBERG | NamePerson |
| Base Compensation Filing Org | 264111 | BaseCompensationFilingOrg |
| Deferred Comp Filing Org | 30652 | DeferredCompFilingOrg |
| Nontaxable Benefits Filing Org | 5971 | NontaxableBenefitsFilingOrg |
| Total Compensation Filing Org | 300734 | TotalCompensationFilingOrg |
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| FRINGE OR EXPENSE EXPLANATION | SCHEDULE J, PAGE 1, PART I, LINE 1A | ALL ORDAINED MINISTERS EMPLOYED RECEIVE HOUSING ALLOWANCES AS PART OF THEIR NORMAL COMPENSATION. SUBSTANTIATION OF HOUSING EXPENSES OF AN ORDAINED MINISTER ARE NOT REQUIRED TO BE MAINTAINED BY THE EMPLOYER. |
| WRITTEN REIMBURSEMENT POLICY EXPLANATION | SCHEDULE J, PAGE 1, PART I, LINE 1B | ALL ORDAINED MINISTERS EMPLOYED RECEIVE HOUSING ALLOWANCES AS PART OF THEIR NORMAL COMPENSATION. SUBSTANTIATION OF HOUSING EXPENSES OF AN ORDAINED MINISTER ARE NOT REQUIRED TO BE MAINTAINED BY THE EMPLOYER. |
| SEVERANCE, NONQUALIFIED, AND EQUITY-BASED PAYMENTS | SCHEDULE J, PAGE 1, PART I, LINE 4 | ALVIN LOEWENBERG 0 30,652 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (10 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ORGANIZATION'S MISSION | 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 800 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 NEARLY 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 50% OF MORNINGSIDE'S NURSING BEDS ARE OCCUPIED BY MEDICAID RECIPIENTS. IN 2010, MORNINGSIDE PROVIDED APPROXIMATELY 2.8 MILLION OF CHARITABLE CARE TO MORE THAN 300 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 2010, 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 2010, 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 2010, 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, AS WELL AS JOIN THE TRAVEL CLUB THAT ARRANGES TRIPS THROUGHOUT TEXAS AND THE U. S. 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 AND THE GEORGIE BRISCOE RESOURCE CENTER FOR CAREGIVERS IN UVALDE, BOTH PROGRAMS 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 2010, MMLEARN.ORG RECEIVED APPROXIMATELY 15,000 WEBSITE VIEWS. |
| EXPLANATION ON VOLUNTEERS AND TYPES OF SERVICES OR BENEFITS | 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 259,000 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. |
| FIRST ACHIEVEMENT DESCRIPTION | FORM 990, PAGE 2, PART III, LINE 4A | VARIOUS ELDERLY AND HEALTH SERVICE GROUPS IN THE LOCAL COMMUNITY. |
| ALL OTHER ACHIEVEMENTS DESCRIPTION | 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 850 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. |
| SIGNIFICANT CHANGES TO ORGANIZATIONAL DOCUMENTS | FORM 990, PAGE 6, PART VI, LINE 4 | DURING THE YEAR 2010 THE BYLAWS OF THE CORPORATION WERE AMENDED AND RESTATED AS THE BOARD DETERMINED IT TO BE IN THE BEST INTERESTS OF THE CORPORATION TO REDUCE THE NUMBER OF MEMBERS OF THE BOARD OVER A PERIOD OF APPROXIMATELY THREE (3) YEARS AND PRIMARILY THROUGH ATTRITION AND/OR RESIGNATION OF PRESENT MEMBERS OF THE BOARD. THE TOTAL NUMBER OF BOARD MEMBERS IS TO BE REDUCED FROM 27 TO 15 OVER THIS TIME PERIOD. |
| ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 | FORM 990, PAGE 6, PART VI, LINE 11B | FORM 990 WAS REVIEWED BY THE BOARD OF DIRECTORS. |
| ENFORCEMENT OF CONFLICTS POLICY | 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. |
| COMPENSATION PROCESS FOR TOP OFFICIAL | 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. |
| GOVERNING DOCUMENTS DISCLOSURE EXPLANATION | 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. |
| OTHER CHANGES IN NET ASSETS EXPLANATION | FORM 990, PART XI, LINE 5 | UNREALIZED INVESTMENT GAINS. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MORNINGSIDE MINISTRIES FD INC | BusinessNameLine1 |
| Business Name Line2 | THE MORNINGSIDE MINISTRIES FD INC | BusinessNameLine2 |
Address US AddressUS
| 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 | PrimaryActivities |
| Legal Domicile State | TX | LegalDomicileState |
| Exempt Code Section | 501C3 | ExemptCodeSection |
| Public Charity Status | 9 | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Org | false | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | true | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | true | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | true | OtherTransferToOtherOrg |
| Other Transfer From Other Org | true | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (3 entries)
| Business Name Line2NameOfOtherOrganization/BusinessNameLine2 | Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|---|
| THE MORNINGSIDE MINISTRIES FD INC | |||
| THE MORNINGSIDE MINISTRIES FOUNDATION INC | D | 54330000 | AMOUNT GUARANTEED |
| THE MORNINGSIDE MINISTRIES FD INC | |||
| THE MORNINGSIDE MINISTRIES FOUNDATION INC | J | 3665400 | CASH PAID |
| THE MORNINGSIDE MINISTRIES FD INC | |||
| THE MORNINGSIDE MINISTRIES FOUNDATION INC | P | 102000 | CASH RECEIVED |
Comments