MORNINGSIDE MINISTRIES: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MORNINGSIDE MINISTRIES (EIN 74-1388420)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-14
- IRS object ID
- 202423199349317817
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule J
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-14T18:41:35-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15303 N DALLAS PARKWAY SUITE 1400 | AddressLine1Txt |
| City | ADDISON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 741388420 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORNINGSIDE MINISTRIES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MORN | BusinessNameControlTxt |
| Phone | 2107341000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 137 W FRENCH PLACE | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78212 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATRICK L CRUMP | PersonNm |
| Person Title | CEO/PRESIDENT | PersonTitleTxt |
| Phone | 2107341000 | PhoneNum |
| Signature | 2024-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL SIEGEL | PreparerPersonNm |
| PTIN | P01587323 | PTIN |
| Phone | 9723835700 | PhoneNum |
| Preparation | 2024-11-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | PATRICK L CRUMP | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 137 W FRENCH PLACE | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $46,843,527 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MMLIVING.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1959 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | MORNINGSIDE PROVIDES ELDERLY PERSONS IN SAN ANTONIO AND SURROUNDING COMMUNITIES WITH PERSONAL CARE IN A RESIDENTIAL SETTING, AS WELL AS LIMITED RECREATIONAL SERVICES TO NON RESIDENTS. MAJOR PROGRAM SERVICES INCLUDE RETIREMENT HOUSING, ASSISTED LIVING SERVICES, MEMORY CARE, SKILLED NURSING CARE, AND REHABILITATION SERVICES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 717 | TotalEmployeeCnt |
| Total Volunteers | 350 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,303,416 | PYContributionsGrantsAmt |
| CY Contributions Grants | $9,804,581 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $33,030,294 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $34,279,320 | CYProgramServiceRevenueAmt |
| PY Investment Income | $891,880 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,308,687 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,126,195 | PYOtherRevenueAmt |
| CY Other Revenue | $670,385 | CYOtherRevenueAmt |
| PY Total Revenue | $37,351,785 | PYTotalRevenueAmt |
| CY Total Revenue | $46,062,973 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $18,282,885 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $19,362,445 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $69,000 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $97,662 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $21,881,565 | PYOtherExpensesAmt |
| CY Other Expenses | $22,608,600 | CYOtherExpensesAmt |
| PY Total Expenses | $40,164,450 | PYTotalExpensesAmt |
| CY Total Expenses | $42,040,045 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,812,665 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,022,928 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $133,121,874 | TotalAssetsBOYAmt |
| Total Assets EOY | $150,438,036 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $117,542,024 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $127,656,600 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $15,579,850 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $22,781,436 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE FAITH-BASED MISSION OF MORNINGSIDE MINISTRIES IS TO ENHANCE THE DIGNITY AND THE QUALITY OF LIFE OF OLDER ADULTS, THEIR FAMILIES AND CARE-GIVERS WITH COMPASSIONATE CARE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $11,754,579 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $13,943,721 | RevenueAmt |
| Desc | NURSING SERVICES: PROVIDES COMPLETE RANGE OF HEALTH SERVICES TO RESIDENTS IN NURSING BEDS AND IN ASSISTED LIVING RESIDENCES. 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 2023, ABOUT 1,380 RESIDENTS WERE PROVIDED FULL-TIME NURSING CARE, INCLUDING REHABILITATION SERVICES, MEMORY CARE AND HOME HEALTH. THESE SERVICES INCLUDE RESIDENTS WHOSE PAYOR SOURCES ARE PRIVATE PAY, MEDICARE, AND MEDICAID. ALSO, THESE SERVICES INCLUDE PROVIDING FINANCIAL ASSISTANCE TO RESIDENTS WHO MAY NOT OTHERWISE BE ABLE TO OBTAIN SERVICES OFFERED BY THE ORGANIZATION. FINANCIAL ASSISTANCE IS PROVIDED THROUGH THE COVENANT ASSISTANCE PROGRAM. COVENANT FINANCIAL ASSISTANCE IS BASED ON "NEED AND IS PROVIDED TO RESIDENTS WHO MEET THE NEED CRITERIA ESTABLISHED BY MANAGEMENT. THE ORGANIZATION PROVIDED COVENANT FINANCIAL ASSISTANCE IN THE AMOUNT OF $522,000 DURING 2023. THE COST OF CHARITY CARE PROVIDED WAS APPROXIMATELY $2,888,000 IN 2023. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,893,332 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $8,177,128 | RevenueAmt |
| Desc | ENVIRONMENTAL SERVICES - INCLUDES HOUSEKEEPING AND LAUNDRY SERVICES FOR APPROXIMATELY 1,380 RESIDENTS ON A DAILY BASIS. 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. ALSO INCLUDES PROVIDING MEETING PLACES FOR VARIOUS LOCAL ELDERLY AND HEALTH SERVICE GROUP'S EDUCATIONAL ACTIVITIES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,731,791 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $7,985,502 | RevenueAmt |
| Desc | DIETARY SERVICES - PROVIDES DAILY MEALS FOR APPROXIMATELY 1,380 RESIDENTS, DIETARY SERVICES INCLUDE SELECTIVE MENUS (GIVING RESIDENTS A CHOICE OF MENUS) AND ACCOMMODATE THE NEEDS OF ALL DIET TYPES FROM PUREE, GROUND, SALT, CALORIE REGULATED, AND ANY OTHER SPECIAL NUTRITION NEEDS OF THE RESIDENTS ON A 24 HOUR BASIS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (3 entries)
| ExpenseExpenseAmt | GrantGrantAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|---|
| $2,292,733 | $0 | $2,719,726 | ANCILLARY SERVICES - INCLUDES INTERNAL FEEDING, IV'S, LABS, RESPIRATORY, TPN, OCCUPATIONAL, SPEECH, PHYSCIAL AND OTHER THERAPY SERVICES TO THE RESIDENTS AND COMMUNITY. ALSO INCLUDES PROVIDING MEETING PLACES FOR VARIOUS LOCAL ELDERLY AND HEALTH SERCVICE GROUP'S EDUCATIONAL ACTIVITIES. |
| $1,187,894 | $0 | $1,409,124 | LIFE ENRICHMENT - SERVICES PERFORMED BY SOCIAL WORKERS, CHAPLAINS 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 RESIDENTS. 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 1,380 RESIDENTS AS WELL AS THE ELDERLY COMMUNITY AT LARGE. THE PROGRAMS ARE ENHANCED BY APPROXIMATELY 10,000 HOURS CONTRIBUTED BY VOLUNTEERS FROM THE COMMUNITY SERVICES PERFORMED BY SOCIAL WORKERS, CHAPLAINS 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 RESIDENTS. 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 1,380 RESIDENTS AS WELL AS THE ELDERLY COMMUNITY AT LARGE. THE PROGRAMS ARE ENHANCED BY APPROXIMATELY 10,000 HOURS CONTRIBUTED BY VOLUNTEERS FROM THE COMMUNITY. |
| $37,193 | $0 | $44,119 | TRAINING INSTITUTE AND OTHER |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $3,517,820 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $4,172,969 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $28,897,522 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | Yes (1) | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 105 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 717 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PATRICK L CRUMP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2107341000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 137 W FRENCH PLACE | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78229 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| KRIS SUMMERS | ||||||||
| CHAIR | 2.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| GEORGE SCOFIELD | ||||||||
| VICE-CHAIR, SECRETARY | 2.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DINA MCILHENNY | ||||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| EDWARD GARZA | ||||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DR SCOTT KERCHEVILLE | ||||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DORA MENDOZA | ||||||||
| SECRETARY | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| RICHARD TYE | ||||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BISHOP DAVID READ | ||||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| REV BOB FULLER | ||||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| REV GREG HACKETT | ||||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DR DANA FORGIONE | ||||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| HOLLY YOUNGQUIST | ||||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JESSICA DROUGHT | ||||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JESSICA MOBLEY | ||||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PATRICK L CRUMP | ||||||||
| CEO/PRESIDENT | 40.00 | 1.00 | Yes (X) | $306,849 | $0 | $29,649 | ||
| MYRANDA PRATER | ||||||||
| CFO | 40.00 | 1.00 | Yes (X) | $150,471 | $0 | $8,265 | ||
| CHELSEA E MORENO | ||||||||
| COO | 40.00 | 1.00 | Yes (X) | $151,646 | $0 | $15,386 | ||
| RANDOLPH M STEVENS | ||||||||
| MARKETING DIRECTOR | 40.00 | 0.00 | $110,771 | $0 | $12,832 | Yes (X) | ||
| BROOKE CRAIG | ||||||||
| MARKETING DIRECTOR | 40.00 | 0.00 | $134,358 | $0 | $8,861 | Yes (X) | ||
| SUSAN PETERS | ||||||||
| EXECUTIVE DIRECTOR | 40.00 | 0.00 | $133,737 | $0 | $3,562 | Yes (X) | ||
| BROOKS POWELL | ||||||||
| EXECUTIVE DIRECTOR | 40.00 | 0.00 | $124,016 | $0 | $12,116 | Yes (X) | ||
| SANDRA DELA CRUZ | ||||||||
| RN | 40.00 | 0.00 | $111,875 | $0 | $11,607 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,223,723 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $102,278 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 19 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MORRISON COMMUNITY LIVING | |||||
| PO BOX 102289 | ATLANTA | GA | 30368 | DIETARY SERVICES | $1,863,848 |
| TBA HEALTHCARE DEVELOPMENT | |||||
| 2231 MCALPIN ROAD | MIDLOTHIAN | TX | 76065 | CONSTRUCTION CONTRACTOR | $1,129,939 |
| CALTECH SOFTWARE SYSTEMS INC | |||||
| 940 ARROYO ST | SAN ANGELO | TX | 76903 | IT SUPPORT | $870,526 |
| CGC GENERAL CONTRACTORS INC | |||||
| 5419 BREWSTER ST | SAN ANTONIO | TX | 78233 | CONSTRUCTION CONTRACTOR | $749,027 |
| HKS INC | |||||
| PO BOX 731121 | DALLAS | TX | 75373 | ARCHITECTS & DESIGN | $669,945 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 35 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $155,262 | FundraisingAmt |
| Government Grants | $7,393,556 | GovernmentGrantsAmt |
| All Other Contributions | $2,255,763 | AllOtherContributionsAmt |
| Total Contributions | $9,804,581 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ROOM & BOARD | 623000 | $32,216,477 | $32,216,477 |
| AMORTIZATION OF ENTRANCE FEES | 623990 | $1,519,235 | $1,519,235 |
| RESIDENT THERAPY & PHARMACY REVEN | 623000 | $543,608 | $543,608 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $34,279,320 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,271,317 | TotalRevenueColumnAmt |
| Exclusion | $1,271,317 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $30,000 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $30,000 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $30,000 | TotalRevenueColumnAmt |
| Exclusion | $30,000 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $711,284 | SecuritiesAmt |
| Other | $76,000 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $705,996 | SecuritiesAmt |
| Other | $43,918 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,288 | SecuritiesAmt |
| Other | $32,082 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $37,370 | TotalRevenueColumnAmt |
| Exclusion | $37,370 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $30,200 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $155,262 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $30,640 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$440 | TotalRevenueColumnAmt |
| Exclusion | -$440 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| MANAGEMENT FEES | 812900 | $175,738 | $175,738 |
| PROCESSING FEE REVENUE | 812900 | $164,750 | $164,750 |
| OVERLOOK UPGRADES | 812900 | $113,464 | $113,464 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $186,873 | TotalRevenueColumnAmt |
| Exclusion | $186,873 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $640,825 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $46,062,973 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $34,279,320 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,979,072 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $669,669 | TotalAmt |
| Program Services | $524,957 | ProgramServicesAmt |
| Management And General | $144,712 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,036,186 | TotalAmt |
| Program Services | $12,648,939 | ProgramServicesAmt |
| Management And General | $3,387,247 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $252,117 | TotalAmt |
| Program Services | $197,636 | ProgramServicesAmt |
| Management And General | $54,481 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,129,365 | TotalAmt |
| Program Services | $885,315 | ProgramServicesAmt |
| Management And General | $244,050 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,275,108 | TotalAmt |
| Program Services | $999,564 | ProgramServicesAmt |
| Management And General | $275,544 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,260 | TotalAmt |
| Management And General | $84,260 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,646 | TotalAmt |
| Management And General | $89,646 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,136 | TotalAmt |
| Management And General | $65,136 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,000 | TotalAmt |
| Fundraising | $69,000 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,678,891 | TotalAmt |
| Program Services | $1,047,940 | ProgramServicesAmt |
| Management And General | $2,630,951 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $501,256 | TotalAmt |
| Management And General | $501,256 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,894 | TotalAmt |
| Management And General | $12,894 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $210,820 | TotalAmt |
| Management And General | $210,820 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,281,460 | TotalAmt |
| Program Services | $2,225,644 | ProgramServicesAmt |
| Management And General | $55,816 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,249 | TotalAmt |
| Management And General | $21,249 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,320 | TotalAmt |
| Management And General | $4,320 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,418,123 | TotalAmt |
| Program Services | $2,895,527 | ProgramServicesAmt |
| Management And General | $1,522,596 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,330,744 | TotalAmt |
| Program Services | $2,917,408 | ProgramServicesAmt |
| Management And General | $1,413,336 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $833,918 | TotalAmt |
| Management And General | $833,918 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| FOOD COSTS | $2,117,045 | $2,117,045 | |
| SUPPLIES | $1,655,642 | $1,104,409 | $551,233 |
| PLANT OPERATIONS & MANA | $656,533 | $656,533 | |
| BAD DEBT | $433,762 | $433,762 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,212,901 | TotalAmt |
| Program Services | $676,605 | ProgramServicesAmt |
| Management And General | $507,634 | ManagementAndGeneralAmt |
| Fundraising | $28,662 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,040,045 | TotalAmt |
| Program Services | $28,897,522 | ProgramServicesAmt |
| Management And General | $13,044,861 | ManagementAndGeneralAmt |
| Fundraising | $97,662 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,822,650 | BOYAmt |
| EOY | $1,379,678 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,572,981 | BOYAmt |
| EOY | $714,768 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $638,800 | BOYAmt |
| EOY | $9,405,208 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,858,916 | BOYAmt |
| EOY | $1,661,821 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,269 | BOYAmt |
| EOY | $65,429 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $494,407 | BOYAmt |
| EOY | $378,191 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $150,403,110 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $77,171,692 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,314,638 | BOYAmt |
| EOY | $73,231,418 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,419,324 | BOYAmt |
| EOY | $46,152,841 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,459,689 | BOYAmt |
| EOY | $2,679,476 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,448,200 | BOYAmt |
| EOY | $14,769,206 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $133,121,874 | BOYAmt |
| EOY | $150,438,036 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,990,424 | BOYAmt |
| EOY | $4,886,634 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,478,098 | BOYAmt |
| EOY | $30,003,376 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,073,502 | BOYAmt |
| EOY | $91,568,812 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $1,197,778 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $117,542,024 | BOYAmt |
| EOY | $127,656,600 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,635,660 | BOYAmt |
| EOY | $14,059,275 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,944,190 | BOYAmt |
| EOY | $8,722,161 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,579,850 | BOYAmt |
| EOY | $22,781,436 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $133,121,874 | BOYAmt |
| EOY | $150,438,036 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $4,022,928 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,678,658 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $500,000 | DonatedServicesAndUseFcltsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $615,152 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,113,949 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,081,932 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,303,416 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,304,581 | CurrentTaxYearAmt |
| Total | $23,419,030 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $35,619,071 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $31,226,872 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $31,613,632 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $33,030,294 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $34,279,320 | CurrentTaxYearAmt |
| Total | $165,769,189 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $107,907 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $363,097 | CurrentTaxYearAmt |
| Total | $471,004 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $36,234,223 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $40,340,821 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $32,695,564 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $35,441,617 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $44,946,998 | CurrentTaxYearAmt |
| Total | $189,659,223 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $34,067 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $24,577 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $28,342 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $179,799 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $59,606 | CurrentTaxYearAmt |
| Total | $326,391 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $34,067 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $24,577 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $28,342 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $179,799 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $59,606 | CurrentTaxYearAmt |
| Total | $326,391 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $189,332,832 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,190,682 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $689,509 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $774,105 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $676,354 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,301,317 | CurrentTaxYearAmt |
| Total | $4,631,967 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,190,682 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $689,509 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $774,105 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $676,354 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,301,317 | CurrentTaxYearAmt |
| Total | $4,631,967 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,299,054 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $575,923 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $530,885 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $993,288 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $307,928 | CurrentTaxYearAmt |
| Total | $3,707,078 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $38,723,959 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $41,606,253 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $34,000,554 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $37,111,259 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $46,556,243 | CurrentTaxYearAmt |
| Total | $197,998,268 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.95620 | PublicSupportCY509Pct |
| Public Support PY509 | 0.95290 | PublicSupportPY509Pct |
| Investment Income CY | 0.02340 | InvestmentIncomeCYPct |
| Investment Income PY | 0.02380 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | MEAL REVENUE - 2019 AMOUNT: $ 73,233. 2020 AMOUNT: $ 26,712. 2021 AMOUNT: $ 18,745. BEAUTY SHOP - 2019 AMOUNT: $ 13,507. 2020 AMOUNT: $ 21,046. 2021 AMOUNT: $ 10,739. GUEST APARTMENT REVENUE - 2019 AMOUNT: $ 24,372. 2020 AMOUNT: $ 4,387. 2021 AMOUNT: $ 14,736. TRANSPORTATION REVENUE - 2019 AMOUNT: $ 48,230. 2020 AMOUNT: $ 51,130. 2021 AMOUNT: $ 62,018. OTHER REVENUE - 2019 AMOUNT: $ 426,910. 2020 AMOUNT: $ 176,344. 2021 AMOUNT: $ 944,942. 2022 AMOUNT: $ 622,031. 2023 AMOUNT: $ 69,250. PROCESSING FEE REVENUE - 2019 AMOUNT: $ 164,250. 2020 AMOUNT: $ 98,500. 2021 AMOUNT: $ 181,500. 2022 AMOUNT: $ 309,000. 2023 AMOUNT: $ 164,750. PARTNERSHIP GAIN LOSS IN MMCARE - 2019 AMOUNT: $ 536,843. 2020 AMOUNT: $ 158,365. 2021 AMOUNT: $ -769,390. 2022 AMOUNT: $ -123,933. 2023 AMOUNT: $ -158,836. GAIN IN RISK RETENTION GROUP - 2019 AMOUNT: $ 11,709. 2020 AMOUNT: $ 39,439. 2021 AMOUNT: $ 67,595. 2022 AMOUNT: $ 10,438. 2023 AMOUNT: $ 57,026. MANAGEMENT FEES MSM - 2022 AMOUNT: $ 175,752. 2023 AMOUNT: $ 175,738. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,642,474 | OtherCostOrOtherBasisAmt |
| Book Value | $4,642,474 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $97,695,113 | OtherCostOrOtherBasisAmt |
| Depreciation | $44,871,910 | DepreciationAmt |
| Book Value | $52,823,203 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $38,869,611 | OtherCostOrOtherBasisAmt |
| Depreciation | $24,992,982 | DepreciationAmt |
| Book Value | $13,876,629 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,195,912 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,306,800 | DepreciationAmt |
| Book Value | $1,889,112 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $73,231,418 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (6 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DEPOSITS | $19,526 |
| CONSTRUCTION IN PROGRESS | $11,739,113 |
| BURIAL LOTS | $45,553 |
| DUE FROM RELATED PARTY | $1,676,873 |
| INVESTMENT IN MMCARE, LLC | $1,047,154 |
| INVESTMENT IN RISK RETENTION GROUP | $240,987 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $14,769,206 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ENTRANCE FEE DEPOSITS | Desc |
| Amt | $1,197,778 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,197,778 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $49,188,011 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,678,658 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $500,000 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $30,640 | OtherRevenueAmt |
| Revenue Not Reported | $3,209,298 | RevenueNotReportedAmt |
| Revenue Subtotal | $45,978,713 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $84,260 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $84,260 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $46,062,973 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $41,986,425 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $30,640 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $30,640 | ExpensesNotReportedAmt |
| Expenses Subtotal | $41,955,785 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $84,260 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $84,260 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $42,040,045 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ORGANIZATION PREVIOUSLY LISTED FUNDS THAT WERE BOARD DESIGNATED AND / OR RESTRICTED, BUT THOSE FUNDS HAVE NOT BEEN CLASSIFIED AS ENDOWED ON THE FINANCIAL STATEMENTS. AS SUCH, THE CURRENT YEAR AND ALL PRIOR ENDOWMENT ACTIVITY REPORTED HAS BEEN REMOVED. |
| PART X, LINE 2: | THERE WERE NO UNRECOGNIZED TAX BENEFITS IDENTIFIED OR RECORDED AS LIABILITIES FOR THE YEARS ENDED DECEMBER 31, 2023 AND 2022. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES 30,640. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES 30,640. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| MISSION ADVANCEMENT | ||||||||
| 7850 COLLIN MCKINNEY PARKWAY SUITE | MCKINNEY | TX | 75070 | CAPITAL CAMPAIGN CONSULTING SERVICE | 0 | $1,987,900 | $62,000 | $1,925,900 |
| CYNTHIA J VAN GREEN | ||||||||
| 125 LUCAS ST | SAN ANTONIO | TX | 78509 | EVENT PLANNING | 0 | $185,462 | $7,000 | $178,462 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $2,173,362 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $69,000 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $2,104,362 | TotalNetToOrganizationAmt |
| Licensed States | TX | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | LEGACY OF GRACE LUNCHEON | Event1Nm |
| Gross Receipts Event1 | $185,462 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $155,262 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $30,200 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $13,413 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $17,227 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $185,462 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $155,262 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $30,200 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $13,413 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $17,227 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $30,640 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$440 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PATRICK L CRUMP | ||||||||||||||
| CEO/PRESIDENT | $306,849 | $0 | $0 | $0 | $0 | $0 | $22,500 | $0 | $7,149 | $0 | $336,498 | $0 | $0 | $0 |
| CHELSEA E MORENO | ||||||||||||||
| COO | $150,374 | $0 | $1,272 | $0 | $0 | $0 | $5,569 | $0 | $9,817 | $0 | $167,032 | $0 | $0 | $0 |
| MYRANDA PRATER | ||||||||||||||
| CFO | $150,471 | $0 | $0 | $0 | $0 | $0 | $8,110 | $0 | $155 | $0 | $158,736 | $0 | $0 | $0 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| NEW HOPE CULTURAL EDUCATION FACILITIES FINANCE CORPORATION SERIES 2020A | ||||||||
| A | 261604618 | 64542UFJ8 | 2020-03-04 | $30,846,689 | TO REFUND THE 2014 CONSTRUCTION LOAN ISSUED ON 3/26/14 | 0 | 0 | 0 |
| NEW HOPE CULTURAL EDUCATION FACILITIES FINANCE CORPORATION SERIES 2022 | ||||||||
| B | 261604618 | 64542UGA6 | 2022-10-04 | $54,549,064 | TO REFUND THE 2013 BONDS ISSUES ON 9/19/13 | 0 | 0 | 0 |
| NEW HOPE CULTURAL EDUCATION FACILITIES FINANCE CORPORATION SERIES 2023 | ||||||||
| C | 261604618 | 64542TBU0 | 2023-12-07 | $88,000,000 | FINANCING THE RENOVATION, IMPROVEMENT AND EQUIPPING FACILITIES | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | UnspentUnspentAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $980,000 | $30,846,689 | $1,706,750 | $612,869 | $28,527,070 | 2020 | Yes (1) | 0 | Yes (1) | Yes (1) | |
| B | $54,549,064 | $3,165,316 | $1,085,938 | $50,297,810 | 2022 | Yes (1) | 0 | Yes (1) | Yes (1) | ||
| C | $88,000,000 | $6,213,883 | $1,312,500 | 2023 | Yes (1) | 0 | Yes (1) | Yes (1) | $80,473,617 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | Yes (1) | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| B | 0 | Yes (1) | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| C | 0 | Yes (1) | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| C | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 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 40 VOLUNTEERS IN THE AUXILIARY PROVIDING IN EXCESS OF 7,000 VOLUNTEER HOURS PER YEAR. THEY UNDERTAKE A WIDE RANGE OF ACTIVITIES THAT INCLUDE RUNNING ERRANDS FOR THE RESIDENTS, BOOKING ORDERS FOR RESIDENTS AND TAKING RESIDENTS TO THE CHAPEL, NEARBY PHARMACIES AND SUPERMARKETS. 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 AND OTHER SPECIAL OCCASIONS. THE AUXILIARY ALSO OPERATES A GIFT SHOP AT THE MANOR FOR THE CONVENIENCE OF RESIDENTS. 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 THE RESIDENTS. SINCE 1994, THE AUXILIARY HAS DONATED APPROXIMATELY $256,000 TO MORNINGSIDE MANOR FROM THE GIFT SHOP PROCEEDS. VOLUNTEERS ARE RECRUITED AT AREA CHURCHES, THROUGH THE INTERNET, 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, MANY 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 THE 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 VISITING WITH RESIDENTS, HELPING WITH RECREATION ACTIVITIES, MUSICAL PERFORMANCES, COMPUTER LESSONS AND MANY OTHER ACTIVITIES. THESE VOLUNTEERS WORK UNDER THE DIRECTION OF AN ACTIVITIES COORDINATOR ON EACH CAMPUS. |
| FORM 990, PART VI, SECTION A, LINE 1A | THE CORPORATION HAS AN EXECUTIVE COMMITTEE THAT MEETS AS NEEDED AND AS CALLED BY THE CHAIR WHICH HAS THE POWER TO TRANSACT THE BUSINESS OF THE CORPORATION AND SHALL HAVE AUTHORITY TO ACT IN LIEU OF THE BOARD, EXCEPT IN THOSE CASES WHERE SUCH ACTION IS RESERVED FOR THE BOARD ACCORDING TO THE RELEVANT PROVISIONS OF THE BYLAWS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PROVIDED TO THE ORGANIZATION'S GOVERNING BODY FOR REVIEW PRIOR TO FILING THE FORM 990 WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH YEAR, ALL BOARD MEMBERS SIGN A CONFLICT OF INTEREST STATEMENT. THE PRESIDENT AND CEO'S OFFICE MONITORS THIS PROCESS. IF THERE IS A CONFLICT OF INTEREST, THE BOARD IS MADE AWARE OF THE CONFLICT AND THE BOARD MEMBER INVOLVED DOES NOT SPEAK OR VOTE ON THOSE RELATED ISSUES. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION PROCESS FOR TOP OFFICIAL, THE PRESIDENT, AND CEO'S COMPENSATION IS REVIEWED AND APPROVED ON AN ANNUAL BASIS BY THE EXECUTIVE COMMITTEE. DURING THIS REVIEW THE EXECUTIVE COMMITTEE UTILIZES COMPARABILITY DATA OF OTHER ORGANIZATIONS OF THIS NATURE AND THE RESULTS OF THEIR REVIEW AND DECISIONS ARE FORWARDED TO HUMAN RESOURCES. |
| FORM 990, PART VI, SECTION C, LINE 18 | THE ORGANIZATION'S FORM 990 IS AVAILABLE TO THE PUBLIC UPON REQUEST. THE ORGANIZATION WAS FORMED PRIOR TO THE FORM 1023 FILING REQUIREMENT. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XII, LINE 2C: | THERE HAS BEEN NO CHANGE FROM THE PRIOR YEAR TO THE AUDIT OVERSIGHT PROCESS OR INDEPENDENT AUDITOR SELECTION PROCESS. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MMCARE LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 137 W FRENCH PLACE | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 814679872 | EIN |
| Primary Activities | HOME HEALTH IN TEXAS | PrimaryActivitiesTxt |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Total Income | $1,457,779 | TotalIncomeAmt |
| End Of Year Assets | $869,308 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORNINGSIDE MINISTRIES | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORNINGSIDE SENIOR LIVING | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 137 W FRENCH PLACE | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 843892230 | EIN |
| Primary Activities | FURTHER THE MISSION OF MORNINGSIDE MINISTRIES | PrimaryActivitiesTxt |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 10 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORNINGSIDE MINISTRIES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORNINGSIDE SENIOR LIVING | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | Q | TransactionTypeTxt |
| Involved | $703,094 | InvolvedAmt |
| Method Of Amount Determination | GL | MethodOfAmountDeterminationTxt |