2016-07-12T08:50:00-05:00 2015-09-30 463602660 JOHNSON & SHELDON PLLC PO BOX 509 AMARILLO TX 79105 990 2014-10-01 750842370 MARY E BIVINS FOUNDATION MARY 8063799400 2311 WEST 16TH AVENUE AMARILLO TX 79102 PAUL SNEED CHIEF FINANCIAL OFFICER 8063799400 2016-06-28 true RICHARD W BLANKENSHIP CPA P00172630 8063717661 2016-07-08 2014 2016-09-27 15:27:22Z JUDY DAY 2311 WEST 16TH AVENUE AMARILLO TX 79102 46061049 false X WWW.BIVINSFOUNDATIONS.ORG X 1949 TX THE MARY E. BIVINS FOUNDATION, A TEXAS NON-PROFIT CORPORATION, WAS FORMED IN 1949. THE PURPOSES / MISSION FOR WHICH THE CORPORATION WAS FORMED ARE: (A) TO OPERATE FOR THE BENEFIT OF NURSING HOMES ESTABLISHED FOR WORTHY, AGED, AND NEEDY PERSONS. (B) TO OPERATE FOR THE BENEFIT OF NURSING HOMES ESTABLISHED FOR WORTHY, AGED, AND NEEDY PERSONS SUFFERING FROM ALZHEIMERS DISEASE. (C) TO OPERATE FOR THE BENEFIT OF WORTHY RELIGIOUS UNDERTAKINGS, INCLUDING THE EDUCATION OF MINISTERS TO PREACH THE CHRISTIAN RELIGION. (D) TO OPERATE FOR THE BENEFIT OF WORTHY CHARITABLE ORGANIZATIONS OR UNDERTAKINGS WHICH SERVE WORTHY, AGED, OR NEEDY PERSONS. (E) TO BE ORGANIZED AND OPERATED IN A MANNER TO SUPPORT OR BENEFIT ONE OR MORE SPECIFIED PUBLICLY SUPPORTED ORGANIZATIONS PURSUANT TO SECTION 1.509(A)-4(D) OF THE TREASURY REGULATIONS. (F) TO BE ORGANIZED AND OPERATED IN A MANNER TO EXCLUSIVELY SUPPORT RELIGIOUS, CHARITABLE, OR EDUCATIONAL PURPOSES PURSUANT TO SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. (G 9 9 8 0 12884144 11267950 112516 78039 2662100 2423370 3668 2207 15662428 13771566 4853326 3894054 0 826267 832006 0 0 785750 1057529 6465343 5783589 9197085 7987977 61952955 66451923 826070 657877 61126885 65794046 X THE MARY E. BIVINS FOUNDATION, A TEXAS NON-PROFIT CORPORATION, WAS FORMED IN 1949. THE PURPOSES / MISSION FOR WHICH THE CORPORATION WAS FORMED ARE: (A) TO OPERATE FOR THE BENEFIT OF NURSING HOMES ESTABLISHED FOR WORTHY, AGED, AND NEEDY PERSONS. (B) TO OPERATE FOR THE BENEFIT OF NURSING HOMES ESTABLISHED FOR WORTHY, AGED, AND NEEDY PERSONS SUFFERING FROM ALZHEIMERS DISEASE. (C) TO OPERATE FOR THE BENEFIT OF WORTHY RELIGIOUS UNDERTAKINGS, INCLUDING THE EDUCATION OF MINISTERS TO PREACH THE CHRISTIAN RELIGION. (D) TO OPERATE FOR THE BENEFIT OF WORTHY CHARITABLE ORGANIZATIONS OR UNDERTAKINGS WHICH SERVE WORTHY, AGED, OR NEEDY PERSONS. (E) TO BE ORGANIZED AND OPERATED IN A MANNER TO SUPPORT OR BENEFIT ONE OR MORE SPECIFIED PUBLICLY SUPPORTED ORGANIZATIONS PURSUANT TO SECTION 1.509(A)-4(D) OF THE TREASURY REGULATIONS. (F) TO BE ORGANIZED AND OPERATED IN A MANNER TO EXCLUSIVELY SUPPORT RELIGIOUS, CHARITABLE, OR EDUCATIONAL PURPOSES PURSUANT TO SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. (G false false 3111766 3111766 78039 THE MARY E. BIVINS FOUNDATION HAS A PRIMARY PURPOSE OF SUPPORTING THE LEE BIVINS AND BETTY BIVINS CHILDERS FOUNDATIONS IN ORDER TO PROVIDE HOUSING, AS WELL AS PROGRAMS & SERVICES, SO THAT ELDERLY CITIZENS CAN CONTINUE TO LIVE FULFULLING & DIGNIFIED LIVES. THE LEE BIVINS FOUNDATION PROVIDES QUALITY DIRECT CARE FOR THE AGED REGARDLESS OF THE FINANCIAL CAPACITY OF THE INDIVIDUAL. 644288 644288 PROVIDE COMMUNITY & REGIONAL FUNDING FOR CHARITABLE PURPOSES WHICH ADDRESS THE NON-RECURRING NEEDS OF QUALIFIED NON-PROFIT ORGANIZATIONS COMMITTED TO IMPROVING & ENRICHING THE QUALITY OF LIFE IN THE 26 COUNTIES OF THE TEXAS PANHANDLE. PREFERENCE IS GIVEN TO PURPOSES THAT ASSIST IN FURTHERING THE FOUNDATION'S PRIMARY PHILANTHROPIC OBJECTIVE TO ELDERCARE. 138000 138000 PROVIDES FUNDS TO ASSIST WORTHY CHRISTIAN RELIGIOUS UNDERTAKINGS THAT ADDRESS CRITICAL COMMUNITY NEEDS TO EDUCATE MINISTERS TO PREACH THE CHRISTIAN RELIGION. SCHOLARSHIPS ARE CURRENTLY RESTRICTED TO UPPER-CLASSMEN SEEKING AN UNDERGRADUATE OR GRADUATE EDUCATION LEADING TO A BACHELORS, MASTERS, DOCTORATE IN A FIELD THAT PREPARES THE STUDENT TO PREACH THE CHRISTIAN RELIGION. 3894054 true true false false false false false false false false true true false false true true true true false false false false false false false false false true true true false false false false false false false false false false false false false true false false false true 7 0 true 8 true false false false false false false false false false false X 9 9 false false false false false false false true true false false true true true true true true true true false X X PAUL SNEED 8063799400 2311 WEST 16TH AVENUE AMARILLO TX 79102 LAWRENCE PICKENS DIRECTOR 1.00 2.00 X 0 0 0 TOM BIVINS VICE CHAIRMA 1.00 2.00 X X 0 0 0 MELVIN FOWLER SECRETARY 1.00 2.00 X X 0 0 0 MILES CHILDERS DIRECTOR 1.00 2.00 X 0 0 0 DR BUD JOYNER PAST BOARD C 1.00 2.00 X X 0 0 0 GLENN MCMENNAMY BOARD CHAIR 1.00 2.00 X X 0 0 0 ALICE O'BRIEN VICE CHAIR 1.00 2.00 X X 0 0 0 MAURICE SCHOOLER DIRECTOR 1.00 2.00 X 0 0 0 DEBORAH KOHLER DIRECTOR 1.00 2.00 X 0 0 0 JUDY DAY PRESIDENT 10.00 30.00 X 194652 0 29636 PAUL SNEED CHIEF FIN OF 10.00 30.00 X 154887 0 26057 349539 55693 2 false true false ANGELES INVESTMENT ADVISOR 429 SANTA MONICA BLVD STE 500 SANTA MONICA CA 90401 INVESTMENT FEES 156991 1 11267950 11267950 PROPERTY MANAGEMENT FEES 531390 78039 78039 78039 1970066 1970066 2207 2207 32742787 32289483 453304 453304 453304 13771566 78039 2425577 3756054 3756054 138000 138000 352997 352997 278171 278171 47552 47552 112266 112266 41020 41020 18650 18650 30000 30000 200774 200774 22104 22104 4345 4345 2173 2173 81896 81896 92548 92548 10758 10758 76023 76023 34245 34245 BAD DEBT EXPENSE 220366 220366 PURCHASED SERVICES 104546 104546 CONTRACT LABOR - GRANTS 63871 63871 PROPERTY TAX 35126 35126 60104 60104 5783589 3894054 1889535 0 53658 -2728 1191603 1232182 4453983 60962 63392 3206158 929198 2338347 2276960 40186497 42121487 18077128 16320194 4181 27032 61952955 66451923 265280 325328 512519 312197 48271 20352 826070 657877 X 61126885 65794046 61126885 65794046 61952955 66451923 7987977 -4383644 1062828 X false true X true false X X 4 LEE BIVINS FOUNDATION 753009699 9 true 3111765 0 BETTY BIVINS CHILDERS FOUNDATON 680491256 9 true 0 0 BIVINS VILLAGE II 830423889 7 true 438 0 BIVINS VILLAGE 752865445 7 true 0 0 4 3112203 0 true false false false false false false false false false false false false false false true RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1487615 1487615 849871 108998 740873 72187 69684 2503 691569 672708 18861 104916 77808 27108 2276960 HEDGE FUNDS 15420576 F REAL ESTATE INVESTMENT TRUST 899618 F 16320194 PENSION PLAN CONTRIBUTION PAYABLE 20352 20352 X 10249976 -4383644 56150 1006678 -3320816 13570792 200774 200774 13771566 5582815 5582815 200774 200774 5783589 SCHEDULE D, PAGE 3, PART X THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(A) AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE), AND HAS BEEN DETERMINED NOT TO BE A PRIVATE FOUNDATION UNDER SECTION 509(A) OF THE CODE. AS A RESULT, INCOME TAXES ARE NOT INCLUDED IN THE ACCOMPANYING COMBINED FINANCIAL STATEMENTS. THE FOUNDATION COMPLIES WITH FASB ASC TOPIC 740, "ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES" (TOPIC 740), WHICH ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THIS GUIDANCE, THE FOUNDATION 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. THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ALSO ADDRESSES DE- RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES ON INCOME TAXES, AND ACCOUNTING IN INTERIM PERIODS. MANAGEMENT EVALUATED THE FOUNDATION'S TAX POSITIONS AND CONCLUDED THAT THE FOUNDATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. WITH FEW EXCEPTIONS, THE FOUNDATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL TAX AUTHORITIES FOR YEARS ENDING BEFORE SEPTEMBER 30, 2012. SCHEDULE D, PAGE 4, PART XI, LINE 2D TRANSFERS FROM BETTY BIVINS CHILDERS FOUNDATION 1,006,678 SCHEDULE D, PAGE 4, PART XI, LINE 4B INVESTMENT EXP NET AGAINST REVENUE ON FINANCIAL STATEMENTS 200,774 SCHEDULE D, PAGE 4, PART XII, LINE 4B INVEST EXP NET AGAINST REVENUE ON FINANCIAL STATEMENTS 200,774 true AMARILLO AREA FOUNDATION 801 S FILLMORE SUITE 700 AMARILLO TX 79101 750978220 3 100000 SENIOR CENTER AMARILLO BOTANICAL GARDENS 1400 STREIT AMARILLO TX 79106 750968821 3 40000 PROGRAM SUPPORT AMARILLO WESLEY COMMUNITY CENTER INC 1615 S ROBERTS ST AMARILLO TX 79102 510158641 3 10000 SOCIAL SERVICES DEPT ARROW CHILD AND FAMILY MINISTRIES 2929 FM 2920 SPRING TX 77388 742622426 3 150000 PROGRAM SUPPORT BUCKNER CHILDREN AND FAMILY SERVICE 600 NORTH PEARL ST SUITE 2260 DALLAS TX 75201 752571395 3 30000 PROGRAM SUPPORT DALHART SENIOR CITIZENS ASSOCIATION 610 DENROCK AVE DALHART TX 79022 752555673 3 12000 REPAIRS AND EQUIPMEN FAMILY SUPPORT SERVICES 1001 S POLK AMARILLO TX 79101 750800642 3 46150 ROOF GIRL SCOUTS OF TEXAS OKLAHOMA PLAINS 6011 WEST 45TH ST AMARILLO TX 79109 750818162 3 20000 PROGRAM SUPPORT GLOBE NEWS CENTER FOR THE PERFORMING ARTS PO BOX 9258 AMARILLO TX 79101 752944275 3 40000 PROGRAM SUPPORT HAVEN HEALTH CLINICS 1 MEDICAL DRIVE AMARILLO TX 79106 751285348 3 25000 PROGRAM SUPPORT HIGH PLAINS RETREAT CENTER 18511 CITY LAKE ROAD CANYON TX 79015 271626983 3 35000 CONSTRUCTION JUNIOR ACHIEVEMENT OF THE HIGH PLAINS 4302 SW 45TH AMARILLO TX 79109 750944915 3 8200 PROGRAM SUPPORT KIDS INCORPORATED OF AMARILLO 2201 E 27TH ST AMARILLO TX 79103 750942621 3 40000 MEETING ROOM UPGRADE LEE BIVINS FOUNDATION 2311 WEST 16TH AVENUE AMARILLO TX 79102 753009699 3 3111766 GENERAL SUPPORT LUTHERAN SOCIAL SERVICE OF THE SOUTH INC 8305 CROSS PARK DRIVE AUSTIN TX 78754 741109745 3 7500 PROGRAM SUPPORT MAKE-A-WISH FOUNDATION OF NORTH TEXAS 6655 DESEO IRVING TX 75039 751889666 3 7500 MATCHING GRANT MAVERICK BOYS AND GIRLS CLUB 1923 S LINCOLN AMARILLO TX 79109 750808760 3 40000 PROGRAM SUPPORT SCHOOL SISTERS OF ST FRANCIS 119 FRANCISCAN WAY PANHANDLE TX 79068 3 10000 BUILDING REPAIR SEVEN STAR HORSE & FAMILY 4655 PULLMAN ROAD AMARILLO TX 79118 200857615 3 12500 CAPITAL IMPROVEMENTS 22 SCHOLARSHIPS 29 138000 SCHEDULE I, PAGE 1, PART I, LINE 2 THE MARY E. BIVINS FOUNDATION REQUIRES A SIGNED GRANT AGREEMENT WITH EACH GRANTEE BEFORE FUNDS ARE DISBURSED. ONE OF THE MAIN REQUIREMENTS OF ELIGIBILITY IS THE SUBMISSION OF DETAILED MONTHLY/QUARTERLY/ANNUAL FINANCIAL STATEMENTS BY THE GRANTEE, TO THE FOUNDATION'S GRANTS PROGRAM OFFICER, FOR REVIEW TO INSURE CONTINUED ELIGIBILITY. THE GRANTEE'S FORM 990 SUBMISSION IS SCRUTINIZED BY THE SAME ELIGIBILITY INFORMATION, FINANCIAL STABILITY, GOOD STANDING STATUS WITH THE TEXAS COMPTROLLER'S OFFICE, ETC.... X true true X X X X X false false false false false false false false false JUDY DAY PRESIDENT 194652 17519 12117 224288 PAUL SNEED CHIEF FIN OFFICER 154887 13940 12117 180944 FORM 990 - ORGANIZATION'S MISSION THE MARY E. BIVINS FOUNDATION, A TEXAS NON-PROFIT CORPORATION, WAS FORMED IN 1949. THE PURPOSES / MISSION FOR WHICH THE CORPORATION WAS FORMED ARE: (A) TO OPERATE FOR THE BENEFIT OF NURSING HOMES ESTABLISHED FOR WORTHY, AGED, AND NEEDY PERSONS. (B) TO OPERATE FOR THE BENEFIT OF NURSING HOMES ESTABLISHED FOR WORTHY, AGED, AND NEEDY PERSONS SUFFERING FROM ALZHEIMERS DISEASE. (C) TO OPERATE FOR THE BENEFIT OF WORTHY RELIGIOUS UNDERTAKINGS, INCLUDING THE EDUCATION OF MINISTERS TO PREACH THE CHRISTIAN RELIGION. (D) TO OPERATE FOR THE BENEFIT OF WORTHY CHARITABLE ORGANIZATIONS OR UNDERTAKINGS WHICH SERVE WORTHY, AGED, OR NEEDY PERSONS. (E) TO BE ORGANIZED AND OPERATED IN A MANNER TO SUPPORT OR BENEFIT ONE OR MORE SPECIFIED PUBLICLY SUPPORTED ORGANIZATIONS PURSUANT TO SECTION 1.509(A)-4(D) OF THE TREASURY REGULATIONS. (F) TO BE ORGANIZED AND OPERATED IN A MANNER TO EXCLUSIVELY SUPPORT RELIGIOUS, CHARITABLE, OR EDUCATIONAL PURPOSES PURSUANT TO SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. (G) TO BUILD, ESTABLISH AND MAINTAIN IN THE CITY OF AMARILLO, TEXAS, OR IN THE VICINITY THEREOF, EITHER IN POTTER OR RANDALL COUNTIES, HOMES FOR WORTHY, AGED, AND NEEDY PERSONS, AND TO OPERATE SUCH HOMES, EXPAND, BUILD OR REBUILD ANY SUCH HOMES, AND TO DO EACH AND EVERY THING WHATSOEVER NECESSARY, REQUISITE OR INCIDENT THERETO. PREFERENCE SHALL BE GIVEN IN ADMISSION TO SAID HOMES TO THOSE WHO HAVE LIVED AND PRACTICED THE CHRISTIAN RELIGION. THE PURPOSES STATED IN THIS SUB-SECTION SHALL BE DEEMED THE PRIMARY PURPOSE OF THE CORPORATION AND THE MAINTENANCE AND OPERATION OF SAID HOMES SHALL AT ALL TIMES HAVE PREFERENCE IN THE USE OF INCOME AND/OR CORPUS OF PROPERTY BELONGING TO THE CORPORATION OR HELD IN TRUST FOR IT. FORM 990, PAGE 6, PART VI, LINE 11B THE 990 IS MADE AVAILABLE TO THE FULL BOARD OF DIRECTORS, PARTICULARLY TO THE EXECUTIVE COMMITTEE & FINANCE/AUDIT COMMITTEE MEMBERS. WE MAKE IT AVAILABLE IN OUR OFFICES FOR PERUSAL AT BOARD MEMBERS' CONVENIENCE. WE WILL ALSO PRESENT THE 990 AT OUR NEXT REGULARLY SCHEDULED BOARD & COMMITTEE MEETINGS. FORM 990, PAGE 6, PART VI, LINE 12C WE HAVE A CONFLICT OF INTEREST POLICY IN OUR BYLAWS WHICH IS MORE DETAILED THAN THE IRS REQUIRED/SUGGESTED POLICY EXAMPLES. WE PRESENT AND EXECUTE THIS POLICY ANNUALLY FOR FULL DISCLOSURE/COMPLIANCE. OUR CURRENT PROCEDURES MIRROR OUR WHISTLEBLOWER PROCEDURES, WHICH WE CONDUCT ON AN ANNUAL & ON- GOING BASIS TO ENSURE 100% COMPLIANCE. FORM 990, PAGE 6, PART VI, LINE 15A THE ORGANIZATION CONTRACTS WITH AN HR CONSULTING FIRM, ON A SCHEDULED BASIS, TO CONDUCT COMPREHENSIVE SALARY & BENEFITS SURVEYS FOR EXECUTIVE & KEY STAFF POSITIONS WITHIN OUR ENTIRE ORGANIZATION. APPROPRIATE POSITIONS AND BENEFITS ARE SURVEYED AGAINST BOTH LOCAL AND STATE ORGANIZATIONS OF SIMILAR MAKEUP & FUNCTION. WE USE THESE RESULTS TO ADJUST SALARIES & BENEFITS TO EXISTING NORMS, AND ALSO TO GIVE CONSIDERATION TO SALARY CAPS ON SOME POSITIONS. ALL POSITIONS ARE WITHIN THE SALARY AND BENEFITS NORM FOR OUR AREA & STATE. FORM 990, PAGE 6, PART VI, LINE 15B THE ORGANIZATION CONTRACTS WITH AN HR CONSULTING FIRM, ON A SCHEDULED BASIS, TO CONDUCT COMPREHENSIVE SALARY & BENEFITS SURVEYS FOR EXECUTIVE & KEY STAFF POSITIONS WITHIN OUR ENTIRE ORGANIZATION. APPROPRIATE POSITIONS AND BENEFITS ARE SURVEYED AGAINST BOTH LOCAL AND STATE ORGANIZATIONS OF SIMILAR MAKEUP & FUNCTION. WE USE THESE RESULTS TO ADJUST SALARIES & BENEFITS TO EXISTING NORMS, AND ALSO TO GIVE CONSIDERATION TO SALARY CAPS ON SOME POSITIONS. ALL POSITIONS ARE WITHIN THE SALARY AND BENEFITS NORM FOR OUR AREA & STATE. FORM 990, PAGE 6, PART VI, LINE 19 ALL OF OUR GOVERNING DOCUMENTS, CONFLICT OF INTEREST & WHISTLEBLOWER POLICIES, FINANCIAL STATEMENTS, 990'S, ETC...ARE AVAILABLE TO THE GENERAL PUBLIC, UPON REQUEST, THROUGH OUR CORPORATE OFFICE AT 2311 WEST 16TH AVENUE, AMARILLO, TX 79102. FORM 990, PART XI, LINE 9 RECOVERIES OF PRIOR YEAR GRANTS 56,150 TRANSFERS FROM BETTY BIVINS CHILDERS FOUNDATION 1,006,678 INVESTMENT EXP NET AGAINST REVENUE ON FINANCIAL STATEMENTS -200,774 INVEST EXP NET AGAINST REVENUE ON FINANCIAL STATEMENTS 200,774 BETTY BIVINS CHILDERS FOUNDATION 2311 WEST 16TH AVENUE AMARILLO TX 79102 680491256 NURSING CA TX 501C3 9 NA false BIVINS VILLAGE 2311 WEST 16TH AVENUE AMARILLO TX 79102 752865445 HUD HOUSIN TX 501C3 7 NA false LEE BIVINS FOUNDATION 2311 WEST 16TH AVENUE AMARILLO TX 79102 753009699 NURSING CA TX 501C3 9 NA false BIVINS VILLAGE PHASE II 2311 WEST 16TH AVENUE AMARILLO TX 79102 830423889 HUD HOUSIN TX 501C3 7 NA false false true false true false false false false false false false true false false true false false false true LEE BIVINS FOUNDATION B 3111766 CASH BETTY BIVINS CHILDERS PLACE S 1006678 CASH BIVINS VILLAGE MANAGEMENT FEES L 42906 COST ALLOCATION BIVINS VILLAGE II MANAGEMENT FEES L 35133 COST ALLOCATION BIVINS VILLAGE II S 438 CASH BIVINS VILLAGE D 761636 PRINCIPAL OF LOAN