2019-09-12T11:10:48-05:00 2018-12-31 410746749 CLIFTONLARSONALLEN LLP 5001 SPRING VALLEY ROAD SUITE 600W DALLAS TX 75244 990 2018-01-01 741388420 MORNINGSIDE MINISTRIES MORN 2107341000 7550 IH10 W SUITE 210 SAN ANTONIO TX 78229 JORDAN LOVELADY CHIEF FINANCIAL OFFICER 2107341000 2019-08-22 1 MICHAEL SIEGEL P01587323 9723835700 67.137.57.251 2019-08-22 16:18:53 CD P 286219E15AFA19FAACC75CA249A921020E689FD8 438126668714DFE7D4F28C490563287B23FE06A0 2018 2019-02-21 02:37:17Z PATRICK L CRUMP 7550 IH10 W SUITE 210 SAN ANTONIO TX 78229 45549144 0 X WWW.MMLIVING.ORG X 1959 TX SEE SCHEDULE O 17 17 745 561 0 0 822289 598560 45725618 37418025 4659172 5186663 671160 825540 51878239 44028788 0 0 0 0 26482147 22933310 0 0 239070 27709277 23791484 54191424 46724794 -2313185 -2696006 153924542 140790600 110275889 111362824 43648653 29427776 X 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. 0 0 15419116 15460058 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 2018, ABOUT 1,600 RESIDENTS WERE PROVIDED FULL-TIME NURSING CARE, INCLUDING REHABILITATION SERVICES AND MEMORY CARE. THESE SERVICES INCLUDE RESIDENTS WHOSE PAYOR SOURCES ARE PRIVATE PAY, MEDICARE, AND MEDICAID. ALSO, THESE SERVICES INCLUDE PROVIDING FINANCIAL ASSISTANCE TO RESIDENTS (CONTINUED ON SCHEDULE O) 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 $507,192 DURING 2018. THE COST OF CHARITY CARE PROVIDED WAS APPROXIMATELY $6,309,000 IN 2018. 7614636 7634855 ENVIRONMENTAL SERVICES - INCLUDES HOUSEKEEPING AND LAUNDRY SERVICES FOR APPROXIMATELY 800 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. 6941075 6959505 DIETARY SERVICES - PROVIDES DAILY MEALS FOR APPROXIMATELY 1,100 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. 5500759 5515365 ANCILLARY SERVICES - INCLUDES INTERNAL FEEDING, IV'S, LABS, RESPIRATORY, TPN, 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. 1470894 1474800 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 1,600 RESIDENTS AS WELL AS THE ELDERLY COMMUNITY AT LARGE. THE PROGRAMS ARE ENHANCED BY APPROXIMATELY 10,000 HOURS CONTRIBUTED BY VOLUNTEERS FROM THE COMMUNITY. 372453 373442 COMMUNITY OUTREACH - MMLEARN.ORG AT MORNINGSIDE MINISTRIES IS A WEB-BASED, DISTANCE-LEARNING SERVICE PROVIDING TRAINING AND SUPPORT TO THOSE CARING FOR OLDER ADULTS. THIS INCLUDES FAMILIES CARING FOR A LOVED ONE AT HOME; CHURCH MEMBERS AND COMMUNITY VOLUNTEERS MINISTERING TO OLDER FRIENDS AND NEIGHBORS; AND HEALTHCARE WORKERS EMPLOYED IN HOME CARE, NURSING HOMES, ASSISTED LIVING, AND OTHER HEALTHCARE FACILITIES. 7344106 7363607 37318933 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 1 135 0 745 1 0 0 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 1 1 X JORDAN LOVELADY 2107341000 7550 IH10 W SUITE 210 SAN ANTONIO TX 78229 BOB SCOTT CHAIRMAN 4.00 0.00 X X 0 0 0 PETER MADDOX VICE CHAIRPERSON 2.00 0.00 X X 0 0 0 DANA A FORGIONE PHD TREASURER 2.00 0.00 X X 0 0 0 DAVID WAY MD SECRETARY 2.00 0.00 X X 0 0 0 VICKI BOYCE BOARD MEMBER 2.00 0.00 X 0 0 0 PATRICIA BRIDWELL BOARD MEMBER 2.00 0.00 X 0 0 0 BISHOP SUFFRAGAN JENNIFER BROOKE-DA EX-OFFICIO MEMBER 2.00 0.00 X 0 0 0 GEORGE D CASE MD FORMER BOARD MEMBER 2.00 0.00 X 0 0 0 REV BOB FULLER BOARD MEMBER 2.00 0.00 X 0 0 0 FRANCES GARZA-ALVARADO BOARD MEMBER 2.00 0.00 X 0 0 0 MICHAEL LICHTENSTEIN MD MSC BOARD MEMBER 2.00 0.00 X 0 0 0 MELINDA MCFARLAND BOARD MEMBER 2.00 0.00 X 0 0 0 JULIE BRAY PATTERSON BOARD MEMBER 2.00 0.00 X 0 0 0 BISHOP ROBERT SCHNASE BOARD MEMBER 2.00 0.00 X 0 0 0 POLLY JACKSON SPENCER BOARD MEMBER 2.00 0.00 X 0 0 0 DENNIS TOTTENHAM BOARD MEMBER 2.00 0.00 X 0 0 0 ED TRAVIS BOARD MEMBER 2.00 0.00 X 0 0 0 MIKE VENSON BOARD MEMBER 2.00 0.00 X 0 0 0 PATRICK CRUMP PRESIDENT/CEO 40.00 0.00 X 277029 0 10128 JORDAN LOVELADY CHIEF FINANCIAL OFFICER 40.00 0.00 X 169041 0 5197 QUINDA FEIL-DUNCAN CHIEF OPERATING OFFICER 40.00 0.00 X 151619 0 6488 SUZANNE HUBER EXECUTIVE DIRECTOR 40.00 0.00 X 132453 0 3333 IRENE SALINAS VP OF CLINICAL SERVICES 40.00 0.00 X 123341 0 1590 KELLY VAN BURKLEO MARKETING 40.00 0.00 X 116933 0 6003 STEVE HERLICH VP OF DEVELOPMENT 40.00 0.00 X 107662 0 6016 1078078 0 38755 10 0 1 0 MORRISON COMMUNITY LIVING PO BOX 102289 ATLANTA GA 30368 DIETARY SERVICES 1507756 CALTECH SOFTWARE SYSTEMS 940 ARROYO ST SAN ANGELO TX 76903 COMPUTER SUPPORT 973532 LIMITLESS HEALTHCARE STAFFING 9718 HIGHLAND CREEK SAN ANTONIO TX 78245 STAFFING SERVICES 462099 MISSION LONG TERM CARE PHARMACY PO BOX 1072 BLANCO TX 78606 RX PERSONELL REIMBURSEMENT 341416 D2 ARCHITECHTURE 2001 NORTH LAMAR SUITE 300 DALLAS TX 75202 ARCHITECTURE SERVICES 305247 9 598560 21020 598560 ROOM & BOARD 623000 32050115 32050115 RESIDENT THERAPY & PHARMACY REVEN 623000 4880071 4880071 AMORTIZATION OF ENTRANCE FEES 623990 487839 487839 37418025 1182650 1182650 40000 0 40000 40000 40000 5393106 131263 1427290 93066 3965816 38197 4004013 4004013 PARTNERSHIP GAIN IN MMCARE 812900 275155 0 275155 OTHER REVENUE 812900 179406 0 179406 PROCESSING FEE REVENUE 812900 116000 0 116000 214979 214979 785540 44028788 37418025 0 6012203 570259 470684 99575 19484509 16082243 3206525 195741 106537 87934 17842 761 1266730 1045541 216322 4867 1505275 1242433 248290 14552 130942 130942 46224 46224 91793 91793 2950311 1516899 1430978 2434 267700 11921 255779 63440 12058 45872 5510 225210 216585 8625 2323126 2239349 83777 59311 3684 55627 42858 6156 35979 723 4082377 3369537 712840 5282927 4360455 922472 457243 23204 434039 PHARMACEUTICALS 2055830 2055830 FOOD COSTS 1894205 1894205 SUPPLIES 1881338 1799280 82014 44 PLANT OPERATIONS & MANA 709386 709386 1227263 388134 833316 5813 46724794 37318933 9166791 239070 2957301 2105801 14002645 11549324 1200 1200 3160688 1393377 50579 27266 382258 362312 597933 483935 153990896 66723463 90683772 87267433 38995022 34048791 2507337 2347234 585807 1203927 153924542 140790600 4046880 3740840 31325562 33649417 46492733 45673766 28311120 28231866 99594 66935 110275889 111362824 X 24363356 13434266 7307650 3698088 11977647 12295422 43648653 29427776 153924542 140790600 X -2696006 -6268451 -5256420 X X 0 1 X 1 0 X 885552 1879042 1269725 822289 598560 5455168 46859108 45505728 46856866 45725618 37418025 222365345 47744660 47384770 48126591 46547907 38016585 227820513 58878 13427 40027 44136 23254 179722 0 58878 13427 40027 44136 23254 179722 227640791 545081 175631 172113 1231474 1222650 3346949 545081 175631 172113 1231474 1222650 3346949 1234708 561440 785540 2581688 48289741 47560401 49533412 48340821 40024775 233749150 0.97390 0.98030 0.01430 0.01160 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MEAL REVENUE - 2016 AMOUNT: $ 182,350. 2017 AMOUNT: $ 164,658. 2018 AMOUNT: $ 106,454. BEAUTY SHOP - 2016 AMOUNT: $ 140,908. 2017 AMOUNT: $ 15,306. 2018 AMOUNT: $ 12,951. GUEST APARTMENT REVENUE - 2016 AMOUNT: $ 20,095. 2017 AMOUNT: $ 18,711. 2018 AMOUNT: $ 27,354. LAUNDRY REVENUE - 2016 AMOUNT: $ 25,941. 2017 AMOUNT: $ 26,456. 2018 AMOUNT: $ 10,719. TELEPHONE REVENUE - 2016 AMOUNT: $ 44,896. 2017 AMOUNT: $ 46,625. 2018 AMOUNT: $ -59. TRANSPORTATION REVENUE - 2016 AMOUNT: $ 214,142. 2017 AMOUNT: $ 169,355. 2018 AMOUNT: $ 57,560. OTHER REVENUE - 2016 AMOUNT: $ 344,434. 2017 AMOUNT: $ 141,045. 2018 AMOUNT: $ 179,406. MANAGEMENT FEE REVENUE - 2016 AMOUNT: $ 102,000. PROCESSING FEE REVENUE - 2016 AMOUNT: $ 159,942. 2017 AMOUNT: $ 112,000. 2018 AMOUNT: $ 116,000. PARTNERSHIP LOSS IN MMCARE - 2017 AMOUNT: $ -132,716. 2018 AMOUNT: $ 275,155. 15758744 317775 1349006 2290449 15135076 14085079 96007 1533166 -44492 15758744 0.00000 0.81000 0.19000 1 0 4902534 4902534 105475216 38783150 66692066 33741090 21719218 12021872 9454537 5922061 3532476 417519 299034 118485 87267433 DEPOSITS 66935 66935 X 37668544 -6268451 -6268451 43936995 91793 91793 44028788 46633001 0 46633001 91793 91793 46724794 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 COMMUNITIES. ADDITIONALLY, THE FUNDS ARE TO BE USED TO PROVIDE FOR THE CONTINUED UPKEEP OF THE MORNINGSIDE MEADOWS INDEPENDENT LIVING BUILDING. PART X, LINE 2: THERE WERE NO UNRECOGNIZED TAX BENEFITS IDENTIFIED OR RECORDED AS LIABILITIES FOR THE YEARS ENDED DECEMBER 31, 2018 AND 2017. PART XI, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES 91,793. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES 91,793. X X X 0 0 0 0 0 0 0 0 0 PATRICK CRUMP PRESIDENT/CEO 277029 0 0 0 0 0 4349 0 5779 0 287157 0 0 0 JORDAN LOVELADY CHIEF FINANCIAL OFFICER 169041 0 0 0 0 0 0 0 5197 0 174238 0 0 0 QUINDA FEIL-DUNCAN CHIEF OPERATING OFFICER 151619 0 0 0 0 0 1342 0 5146 0 158107 0 0 0 A NEW HOPE CULTURAL EDUCATION FACILITIES FINANCE CORPORATION 261604618 64542TZJ6 2013-09-19 48439809 SEE SUPPLEMENTAL SCHEDULE 0 0 0 A 2195000 47699784 3548238 967245 43184301 2013 1 0 1 1 A 0 1 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 0 1 0 0 0 0 1 A 1 DATE REBATE COMPUTATION PERFORMED ISSUER NAME: NEW HOPE CULTURAL EDUCATION FACILITIES FINANCE CORPORATION DATE THE REBATE COMPUTATION WAS PERFORMED: 10/10/2018 SCHEDULE K, PART I, BOND ISSUES, COLUMN F: (1) REFUND ALL OF THE OUTSTANDING KENDALL COUNTY HEALTH FACILITIES DEVELOPMENT CORPORATION VARIABLE RATE DEMAND HEALTH CARE REVENUE BONDS (MORNINGSIDE MINISTRIES PROJECT) SERIES 2008 AND (2) TO PAY A PORTION OF THE COST OF ISSUANCE OF THE SERIES 2013 BONDS. SCHEDULE K, PART II, PROCEEDS,LINE 3: THE DIFFERENCE BETWEEN THE ISSUE PRICE OF $48,439,809 AND THE TOTAL PROCEEDS OF THE ISSUE OF $47,699,784 IS DUE TO AN UNDERWRITER'S DISCOUNT OF $740,025. X 42 21020 FMV 0 0 0 FORM 990, PART I, LINE 1 THE MISSION OF MORNINGSIDE IS TO "ENHANCE THE DIGNITY AND THE QUALITY OF LIFE OF OLDER ADULTS, THEIR FAMILIES AND CAREGIVERS WITH COMPASSIONATE CARE." 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 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 900 OLDER ADULTS. HISTORY AND FOUNDERS - MORNINGSIDE WAS ORIGINALLY FOUNDED IN 1959 BY THE RIO TEXAS CONFERENCE OF THE UNITED METHODIST CHURCH (FORMERLY, THE SOUTHWEST TEXAS CONFERENCE OF THE UNITED METHODIST CHURCH). DURING THAT SAME YEAR, MORNINGSIDE WAS INCORPORATED AS A NON-PROFIT ORGANIZATION IN THE STATE OF TEXAS AND RECEIVED ITS FEDERAL IRS 501(C)(3) DESIGNATION. VERY SOON THEREAFTER, THE METHODIST CONFERENCE WAS JOINED BY THE DIOCESE OF WEST TEXAS, EPISCOPAL CHURCH OF THE USA AND THE FIRST PRESBYTERIAN CHURCH OF SAN ANTONIO ECO: A COVENANT ORDER OF EVANGELICAL PRESBYTERIANS TO HELP PROVIDE CARE TO THE ELDERLY. AFTER 57 YEARS OF SERVICE, MORNINGSIDE'S PRIMARY GOAL REMAINS THE SAME: TO MEET THE SPIRITUAL, EMOTIONAL, PHYSICAL AND INTELLECTUAL NEEDS OF THE 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 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 SKILLED NURSING FACILITIES ARE SUBSTANTIALLY LOWER THAN THE COST OF THE HIGH-QUALITY SKILLED NURSING CARE PROVIDED BY MORNINGSIDE. AT ANY ONE TIME, APPROXIMATELY 50% OF MORNINGSIDE'S SKILLED NURSING BEDS ARE OCCUPIED BY MEDICAID RECIPIENTS. 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 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. THE PROCESS FOR OTHER OFFICERS IS THE SAME, EXCEPT COMPARABILITY SURVEYS ARE UTILIZED ON AN AS-NEEDED-BASIS INSTEAD OF ANNUALLY. 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 XI, LINE 9: FORFEITURE OF CHANDLER TRUSTS -5,256,420. 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. FORM 990, PART VIII, LINE 6D: THE ORGANIZATION LEASES SPACE AT ONE OF THEIR CAMPUSES TO TENANTS WHO ARE TAX EXEMPT ENTITIES WHO PROVIDE SERVICES TO THE RESIDENTS OF THE ORGANIZATION. THE LEASED SPACE IS NOT DEBT-FINANCED. MMCARE LLC 7550 IH10 W SUITE 210 SAN ANTONIO TX 78229 814679872 HOME HEALTH IN TEXAS TX MORNINGSIDE MINISTRIES INC RELATED 212514 522485 0 1 0.75000 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 1 0 0 1