2018-08-21T10:25:57-05:00 2017-12-31 410746749 CLIFTONLARSONALLEN LLP 5001 SPRING VALLEY ROAD SUITE 600W DALLAS TX 75244 990 2017-01-01 741388420 MORNINGSIDE MINISTRIES MORN 2107341000 700 BABCOCK RD SAN ANTONIO TX 78201 JORDAN LOVELADY CHIEF FINANCIAL OFFICER 2107341000 2018-08-21 1 MICHAEL SIEGEL P01587323 9723835700 2017 2022-09-23 18:48:47Z PATRICK L CRUMP 700 BABCOCK RD SAN ANTONIO TX 78201 70735052 0 X WWW.MMLIVING.ORG X 1959 TX SEE SCHEDULE O 18 18 1003 150 0 0 1269725 822289 46856866 45725618 85534 4659172 1319329 671160 49531454 51878239 40815155 0 0 0 27556884 26482147 0 0 267576 23016905 27709277 91388944 54191424 -41857490 -2313185 152518331 153924542 107731829 110275889 44786502 43648653 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 17586160 18550352 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 2017, ABOUT 1,100 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 $655,002 DURING 2017. THE COST OF CHARITY CARE PROVIDED WAS APPROXIMATELY $5,440,000 DURING 2017. 8615827 9088206 ENVIROMENTAL 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. 7885553 8317893 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. 1497480 1579582 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 1,100 RESIDENTS AS WELL AS THE ELDERLY COMMUNITY AT LARGE. THE PROGRAMS ARE ENHANCED BY APPROXIMATELY 10,000 HOURS CONTRIBUTED BY VOLUNTEERS FROM THE COMMUNITY. 394452 416079 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. MMLEARN.ORG USES INTERACTIVE WEBCASTING AND WEB PRESENTATION TECHNOLOGY TO PROVIDE CAREGIVER TRAINING AND SUPPORT. TRAINING PRESENTATIONS ARE RECORDED AND CAN BE VIEWED ON MMLEARN.ORG 24/7. WITHOUT ANY ADDITIONAL SOFTWARE, CAREGIVERS SEE AND HEAR THE INSTRUCTOR, AS WELL AS VIEW POWERPOINT OR OTHER PRESENTATION MATERIALS USED BY THE INSTRUCTOR. ATTENDEES ASK QUESTIONS OR RESPOND TO INSTRUCTOR PROMPTS USING "ASK AND "POLLING" OPTIONS. CAREGIVERS CAN VIEW LIVE PRESENTATIONS IN REAL-TIME OR RECORDED VIDEOS ON-DEMAND AT ANY TIME THROUGHOUT THE YEAR. THOSE VIEWING ON-DEMAND EMAIL THEIR QUESTIONS AND COMMENTS TO THE INSTRUCTOR AND CAN EXPECT A RESPONSE WITHIN 72 HOURS. VIDEOS COVER A VERY WIDE RANGE OF TOPICS FROM PRACTICAL CAREGIVING TECHNIQUES SUCH AS CHANGING A BED WITH SOMEONE IN IT TO COMPLEX MEDICATION MANAGEMENT. ALL PRESENTERS ARE EXPERTS IN THEIR FIELDS OF GERIATRICS, GERONTOLOGY, LONG-TERM CARE, AND PASTORAL CARE, INCLUDING PHYSICIANS, NURSES, SOCIAL WORKERS, PHYSICAL THERAPISTS, PSYCHIATRISTS, AND OTHERS. SUBTITLING IN SPANISH HAS BEEN AVAILABLE ON MANY VIDEOS SINCE 2014. SINCE ITS FOUNDING IN 2007, MMLEARN.ORG HAS PRODUCED MORE THAN 350 CAREGIVER EDUCATION VIDEOS. THEY HAVE BEEN VIEWED MORE THAN 350,000 TIMES IN 2017. 7369462 7773506 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. 9261394 9769167 43348934 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 1 154 0 1003 1 0 0 0 0 0 0 0 0 0 0 X 18 18 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 700 BABCOCK ROAD SAN ANTONIO TX 78201 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 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 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 CLARENCE GERFERS PAST BOARD MEMBER 2.00 0.00 X 0 0 0 CAROLINE MOWEN PAST BOARD MEMBER 2.00 0.00 X 0 0 0 RT REV DAVID REED PAST EX-OFFICIO MEMBER 2.00 0.00 X 0 0 0 REV CARL ROHLFS PAST BOARD MEMBER 2.00 0.00 X 0 0 0 PATRICK CRUMP PRESIDENT/CEO 40.00 0.00 X 238228 0 3653 LEO CUTCLIFF PAST EVP OPERATIONS 40.00 0.00 X 174112 0 2009 JOAN DIXON PAST VP FINANCE 40.00 0.00 X 151463 0 7688 MR ALVIN LOEWENBERG PAST PRESIDENT/CEO 40.00 0.00 X 120196 0 17579 JORDAN LOVELDAY CHIEF FINANCIAL OFFICER 40.00 0.00 X 74054 0 1434 QUINDA FEIL-DUNCAN CHIEF OPERATING OFFICER 40.00 0.00 X 51034 0 1535 MARIA WELLISCH VP QUALITY ASSURANCE 40.00 0.00 X 160523 0 3846 CAROLYN WORTHEN PAST EXECUTIVE DIRECTOR 40.00 0.00 X 140199 0 3344 AI PHUONG NGUYEN LVN - MANOR/KAULBACH 40.00 0.00 X 130585 0 6086 LUCILLE CRAWFORD PHARMACIST IN CHARGE 40.00 0.00 X 129157 0 3040 GRACIELA KANALAS PHARMACIST 40.00 0.00 X 122214 0 3377 1491765 0 53591 14 0 1 0 MORRISON COMMUNITY LIVING PO BOX 102289 ATLANTA GA 30368 DIETARY SERVICES 1415155 RELIANT PRO REHAB 5212 VILLAGE CREEK PARKWAY PLANO TX 75093 THERAPY SERVICES 1257995 CALTECH SOFTWARE SYSTEMS 940 ARROYO ST SAN ANGELO TX 76903 COMPUTER SUPPORT 425317 LIMITLESS HEALTHCARE STAFFING 9718 HIGHLAND CREEK SAN ANTONIO TX 78245 STAFFING SERVICES 367076 FAVORITE HEALTHCARE STAFFING PO BOX 803356 KANSAS CITY MO 64180 STAFFING SERVICES 245141 11 822289 7500 822289 ROOM & BOARD 623000 38277306 38277306 RESIDENT THERAPY & PHARMACY REVEN 623000 7009457 7009457 AMORTIZATION OF ENTRANCE FEES 623990 438855 438855 45725618 1121754 1121754 109720 0 109720 109720 109720 22334359 59872 18762762 94051 3571597 -34179 3537418 3537418 TRANSPORTATION REVENUE 812900 169355 169355 MEAL REVENUE 812900 164658 164658 OTHER REVENUE 812900 141045 141045 86382 86382 561440 51878239 45725618 0 5330332 809087 661515 147572 22391477 18239830 3920359 231288 129831 106151 23680 1319789 1079069 240720 1831963 1497826 334137 57995 57995 46224 46224 329341 329341 4269878 3200959 1060591 8328 463668 13516 450152 62655 38897 15962 7796 296059 286741 9318 2589494 2509810 79684 54640 2366 52274 36841 12822 22689 1330 3777196 3088263 688933 5260338 4300891 959447 453084 18712 434372 PHARMACEUTICALS 3000952 3000952 SUPPLIES 2281742 2151240 130479 23 FOOD COSTS 2140690 2140690 PLANT OPERATIONS & MANA 724208 724208 1864272 561217 1293562 9493 54191424 43348934 10574914 267576 1917165 2957301 13597532 14002645 1200 3107760 3160688 50579 428511 382258 447825 597933 154400518 63716746 4046939 90683772 38995022 2507337 128972599 585807 152518331 153924542 4156234 4046880 27831699 31325562 46792384 46492733 28828312 28311120 123200 99594 107731829 110275889 X 27094862 24363356 5810000 7307650 11881640 11977647 44786502 43648653 152518331 153924542 -2313185 1175336 0 X X 0 1 X 1 0 X 885552 1879042 1269725 822289 4856608 44714073 46859108 45505728 46856866 45725618 229661393 44714073 47744660 47384770 48126591 46547907 234518001 58878 13427 40027 44136 156468 0 58878 13427 40027 44136 156468 234361533 637980 545081 175631 172113 1231474 2762279 637980 545081 175631 172113 1231474 2762279 1234708 561440 1796148 45352053 48289741 47560401 49533412 48340821 239076428 0.98030 0.98510 0.01160 0.00920 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MEAL REVENUE - 2016 AMOUNT: $ 182,350. 2017 AMOUNT: $ 164,658. BEAUTY SHOP - 2016 AMOUNT: $ 140,908. 2017 AMOUNT: $ 15,306. GUEST APARTMENT REVENUE - 2016 AMOUNT: $ 20,095. 2017 AMOUNT: $ 18,711. LAUNDRY REVENUE - 2016 AMOUNT: $ 25,941. 2017 AMOUNT: $ 26,456. TELEPHONE REVENUE - 2016 AMOUNT: $ 44,896. 2017 AMOUNT: $ 46,625. TRANSPORTATION REVENUE - 2016 AMOUNT: $ 214,142. 2017 AMOUNT: $ 169,355. OTHER REVENUE - 2016 AMOUNT: $ 344,434. 2017 AMOUNT: $ 141,045. MANAGEMENT FEE REVENUE - 2016 AMOUNT: $ 102,000. 2017 AMOUNT: $ 0. PROCESSING FEE REVENUE - 2016 AMOUNT: $ 159,942. 2017 AMOUNT: $ 112,000. PARTNERSHIP LOSS IN MMCARE - 2017 AMOUNT: $ -132,716. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 14085079 96007 1533166 -44492 15758744 0.76100 0.23900 1 0 4902534 4902534 105475216 36110954 69364262 33105699 20423951 12681748 10104985 6445152 3659833 812084 736689 75395 90683772 DEPOSITS 99594 99594 X 52724236 1175338 1175338 51548898 329341 329341 51878239 53862083 0 53862083 329341 329341 54191424 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: THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE CONSOLIDATED FINANCIAL STATEMENTS. UNDER THAT GUIDANCE, THE CORPORATION MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES BASED ON THE TECHNICAL MERITS OF THE POSITION. EXAMPLES OF TAX POSITIONS INCLUDE THE TAX-EXEMPT STATUS OF THE ORGANIZATION AND VARIOUS POSITIONS RELATED TO THE POTENTIAL SOURCES OF UNRELATED BUSINESS TAXABLE INCOME ("UBIT"). THE TAX BENEFITS RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THERE WERE NO UNRECOGNIZED TAX BENEFITS IDENTIFIED OR RECORDED AS LIABILITIES FOR THE YEARS ENDED DECEMBER 31, 2017 AND 2016. PART XI, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES 329,341. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES 329,341. X X 1 0 0 0 0 0 0 0 0 PATRICK CRUMP PRESIDENT/CEO 230347 0 0 0 7881 0 0 0 3653 0 241881 0 0 0 LEO CUTCLIFF PAST EVP OPERATIONS 174112 0 0 0 0 0 1054 0 955 0 176121 0 0 0 JOAN DIXON PAST VP FINANCE 151463 0 0 0 0 0 3111 0 4577 0 159151 0 0 0 MARIA WELLISCH VP QUALITY ASSURANCE 160523 0 0 0 0 0 2315 0 1531 0 164369 0 0 0 PART I, LINE 4A LEO CUTCLIFF RECEIVED SERVERANCE PAY OVER A CONTINUOUS PAY PERIOD BEGINNING JULY 2017 AND ENDING DECEMBER 2017 IN THE AMOUNT OF $65,155 AND RECEIVED A PTO PAYOUT OF $22,616. MARIA WELLISCH RECEIVED SEVERANCE PAY OVER A CONTINUOUS PAY PERIOD FOR 26 WEEKS TOTAL IN THE AMOUNT OF $64,832, WITH $9,974 BEING PAID IN 2017 AND $54,858 TO BE PAID IN 2018. MARIA ALSO RECEIVED A PTO PAYOUT OF $4,987 FOR THE YEAR ENDING DECEMBER 31, 2017. A NEW HOPE CULTURAL EDUCATION FACILITIES FINANCE CORPORATION 261604618 64542TZJ6 2013-09-19 48439809 SEE SUPPLEMENTAL SCHEDULE 0 0 0 A 1660000 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 1 0 0 0 0 0 0 1 A 1 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 1 7500 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 55 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 40% 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 BAD 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 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. FORM 990 PART X: EFFECTIVE 12/31/16, THE MORNINGSIDE MINISTRIES FOUNDATION, INC. (FOUNDATION), A FORMER RELATED ORGANIZATION OF MORNINGSIDE MINISTRIES (MORNINGSIDE), MERGED WITH MORNINGSIDE IN ORDER TO REALIZE FINANCIAL, LEGAL, AND OPERATIONAL EFFICIENCIES BETWEEN THE TWO NONPROFIT CORPORATIONS. AS A RESULT, ON 1/1/17, THE FOUNDATION TRANSFERRED ALL OF ITS ASSETS TO MORNINGSIDE BASED ON THE BOOK VALUE OF THE ASSETS AT 1/1/17. THIS RESULTED IN ENDOWMENT FUNDS BEING TRANSFERRED TO MORNINGSIDE. THIS ALSO RESULTED IN A LARGE INCREASE IN LAND, BUILDINGS AND EQUIPMENT FROM THE BEGINNING BALANCE AND A LARGE DECREASE IN OTHER ASSETS AS THE BEGINNING BALANCE OF OTHER ASSETS INCLUDED BENEFICIAL INTEREST IN THE FOUNDATION. MMCARE LLC 700 BABCOCK ROAD SAN ANTONIO TX 78201 814679872 HOME HEALTH IN TEXAS TX MORNINGSIDE MINISTRIES INC RELATED -163713 304454 0 1 0.75000 CHANDLER MEMORIAL HOME TRUST 100 W HOUSTON STREET SAN ANTONIO TX 78205 746395717 TO SUPPORT THE CHANDLER CAMPUS TX MORNINGSIDE MINISTRIES T 67502 5025317 1.00000 1 0 1 0 1 0 0 0 0 0 1 0 0 0 0 0 1 0 0 1