Civic Intelligence

Morningside Ministries

990 • Fiscal year 2015 • EIN 74-1388420

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 15, 2016

700 Babcock RdSan Antonio, TX 78201

(210) 734-1000

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

99th percentile

1.70x

Higher debt load relative to assets than 99% of similar nonprofits.

2015 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2015

Liabilities / Revenue

84th percentile

2.17x

Higher debt load relative to revenue than 84% of similar nonprofits.

2015 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2015

Net Margin

13th percentile

-9.2%

Higher net margin than 13% of similar nonprofits.

2015 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2015

Top Officer Pay

50th percentile

$329,909

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 0.7% of source-year revenue.

2015 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2015

Asset Growth

95th percentile

40%

Faster asset growth than 95% of similar nonprofits.

2015 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2014 to 2015

Revenue Growth

28th percentile

-2.4%

Faster revenue growth than 28% of similar nonprofits.

2015 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2014 to 2015

Assets

Up

$60,199,309

Up $17,162,507 (+40%) from 2014

Net Assets

Down

-$41,958,335

Down $4,401,944 (-12%) from 2014

Liabilities

Up

$102,157,644

Up $21,564,451 (+27%) from 2014

Revenue

Down

$47,142,145

Down $1,151,328 (-2.4%) from 2014

Expenses

Up

$51,492,710

Up $4,735,930 (+10%) from 2014

Net Income

Down

-$4,350,565

Down $5,887,258 (-383%) from 2014

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$200M$100M$0-$100MAssets 2010: $49,733,642Liabilities 2010: $9,783,335Net Assets 2010: $39,950,3072010Assets 2011: $51,339,903Liabilities 2011: $9,799,485Net Assets 2011: $41,540,4182011Assets 2012: $57,182,691Liabilities 2012: $12,475,234Net Assets 2012: $44,707,4572012Assets 2013: $116,558,029Liabilities 2013: $66,442,397Net Assets 2013: $50,115,6322013Assets 2014: $43,036,802Liabilities 2014: $80,593,193Net Assets 2014: -$37,556,3912014Assets 2015: $60,199,309Liabilities 2015: $102,157,644Net Assets 2015: -$41,958,3352015Assets 2016: $152,518,331Liabilities 2016: $107,731,829Net Assets 2016: $44,786,5022016Assets 2017: $153,924,542Liabilities 2017: $110,275,889Net Assets 2017: $43,648,6532017Assets 2018: $140,790,600Liabilities 2018: $111,362,824Net Assets 2018: $29,427,7762018Assets 2019: $129,579,818Liabilities 2019: $109,770,532Net Assets 2019: $19,809,2862019Assets 2020: $136,838,243Liabilities 2020: $110,513,403Net Assets 2020: $26,324,8402020Assets 2021: $133,717,947Liabilities 2021: $109,196,637Net Assets 2021: $24,521,3102021Assets 2022: $133,121,874Liabilities 2022: $117,542,024Net Assets 2022: $15,579,8502022Assets 2023: $150,438,036Liabilities 2023: $127,656,600Net Assets 2023: $22,781,4362023Assets 2024: $183,928,443Liabilities 2024: $161,953,943Net Assets 2024: $21,974,5002024

Highlighted filing

2015

Assets$60,199,309
Liabilities$102,157,644
Net Assets-$41,958,335

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100M$50M$0-$50MExpenses 2010: $40,672,7662010Expenses 2011: $38,441,7752011Expenses 2012: $38,015,1872012Revenue 2013: $42,476,668Expenses 2013: $37,195,670Net Income 2013: $5,280,9982013Revenue 2014: $48,293,473Expenses 2014: $46,756,780Net Income 2014: $1,536,6932014Revenue 2015: $47,142,145Expenses 2015: $51,492,710Net Income 2015: -$4,350,5652015Revenue 2016: $49,531,454Expenses 2016: $91,388,944Net Income 2016: -$41,857,4902016Revenue 2017: $51,878,239Expenses 2017: $54,191,424Net Income 2017: -$2,313,1852017Revenue 2018: $44,028,788Expenses 2018: $46,724,794Net Income 2018: -$2,696,0062018Revenue 2019: $41,922,952Expenses 2019: $43,307,743Net Income 2019: -$1,384,7912019Revenue 2020: $41,542,047Expenses 2020: $39,173,304Net Income 2020: $2,368,7432020Revenue 2021: $38,051,355Expenses 2021: $39,112,480Net Income 2021: -$1,061,1252021Revenue 2022: $37,351,785Expenses 2022: $40,164,450Net Income 2022: -$2,812,6652022Revenue 2023: $46,062,973Expenses 2023: $42,040,045Net Income 2023: $4,022,9282023Revenue 2024: $40,662,828Expenses 2024: $40,911,323Net Income 2024: -$248,4952024

Highlighted filing

2015

Revenue$47,142,145
Expenses$51,492,710
Net Income-$4,350,565
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 15, 2016
Return Version
2015v2.1
Gross Receipts
$47,666,948
Mission and Program Overview

Mission

The mission of morningside is to "enhance the dignity and the quality of life of older adults, their families and caregivers with compassionate care."

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$6,934,542$6,909,607▼ $24,935
Savings and Temporary Cash Investments$8,276,525$5,123,971▼ $3,152,554
Accounts Receivable$4,593,602$4,086,587▼ $507,015
Land, Buildings, and Equipment, Net$2,702,758$2,950,724▲ $247,966
Intangible Assets$2,923,726$2,749,015▼ $174,711
Prepaid Expenses and Deferred Charges$856,385$836,242▼ $20,143
Cash and Non-Interest-Bearing Accounts$1,141,924$630,201▼ $511,723
Total Assets$43,036,802$60,199,309▲ $17,162,507
Other Assets Total$15,607,340$36,912,962▲ $21,305,622
Liabilities
Tax Exempt Bond Liabilities$61,317,913$83,375,896▲ $22,057,983
Other Liabilities$13,617,374$13,659,173▲ $41,799
Accounts Payable and Accrued Expenses$5,652,706$5,115,213▼ $537,493
Deferred Revenue$5,200$7,362▲ $2,162
Total Liabilities$80,593,193$102,157,644▲ $21,564,451
Net Assets / Fund Balance
Unrestricted Net Assets$-37,556,391$-41,958,335▼ $4,401,944
Total Net Assets Fund Balance$-37,556,391$-41,958,335▼ $4,401,944
Total Liabilities and Net Assets / Fund Balance$43,036,802$60,199,309▲ $17,162,507

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,845,111$6,316,476$9,161,587
Other Land Buildings$105,613$651,738$757,351
Other Assets Org$20,800--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Alvin LoewenbergCEO & PresidentPT$232,800$97,109$329,909
Leo CutcliffEvp OperationsFT$149,093$2,982$152,075
Joan DixonVP FinancePT$130,482$14,512$144,994
Carolyn WorthenExecutive DirectorFT$133,212$7,589$140,801
Maria WellischVP Quality AssuranceFT$124,986$11,383$136,369
Lucille CrawfordPharmacist in ChargeFT$118,977$3,881$122,858
Larry HuffExecutive DirectorFT$116,226$1,295$117,521

Board Members and Trustees

Highest Paid Contractors

ContractorServicesLocationCompensation
Koontz Mccombs ConstructionltdConstruction Contractor755 E MULBERRY STE 100, San Antonio, TX 78212$18,797,173
Reliant Pro RehabTherapy Services5212 VILLAGE CREEK PARKWAY, Plano, TX 75093$2,303,124
PC Connection Sales CorpConstruction WiringPO BOX 536472, Pittsburg, PA 15253$893,119
Interior Design AssociatesInterior Design Consultants618 CHURCH STREET, Nashville, TN 37219$716,245
Leonard ContractingConstruction Contractor1610 UNIVERSITY OAKS STE 100, San Antonio, TX 78249$715,141
Revenue and Support

Revenue Composition

Contributions and Grants
$1,879,042
Program Service Revenue
$45,505,728
Investment Income
$-328,845
Other Revenue
$86,220
Change in Net Assets
$-4,350,565
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$25,713,103
Other Expenses$21,462,022
Grants and Similar Amounts Paid$4,317,585
Total Fundraising Expense$397,533
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$17,882,045$3,599,604$234,430$21,716,079
Grants to Domestic Orgs$4,317,585--$4,317,585
Fees for Services Other$2,965,206$378,251-$3,343,457
Interest$3,043,125--$3,043,125
All Other Expenses$2,155,874$805,697-$2,961,571
Occupancy$2,168,755$86,439-$2,255,194
Payroll Taxes$1,337,919$300,015$22,478$1,660,412
Other Employee Benefits$1,306,573$292,887$21,950$1,621,410
Depreciation Depletion$657,707$112,105$6,046$775,858
Other Expenses$762,777--$762,777
Advertising$63,131$540,796$43,394$647,321
Current Officers, Directors, Trustees, and Key Employees-$408,920$65,982$474,902
Insurance$9,435$444,282-$453,717
Pension Plan Contributions$193,634$43,413$3,253$240,300
Office Expenses-$185,790-$185,790
Fees for Services Legal-$96,959-$96,959
Travel$2,188$54,181-$56,369
Fees for Services Accounting-$16,392-$16,392
Fees for Service Investment Mgmnt Fees-$5,408-$5,408
Total Functional Expenses$43,724,038$7,371,139$397,533$51,492,710
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The Morningside Ministries FoundationincSan Antonio, TX501(c)(3)Mission Support$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Entrance Fees & Deposits$13,659,173

Bond Issues

BondIssuerIssuedIssue PricePurpose
ANew Hope Cultural Education Facilities Corporation2013-09-19$49,335,000SEE SUPPLMENTAL SCH
BNew Hope Cultural Education Facilities Finance Corporation2014-03-01$42,000,000SEE SUPPLMENTAL SCH

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$47,699,784--$227,220
B$34,675,896--$845,000

Bond Financing Compliance

No rebate due
No
Rebate not yet due
Yes
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Corrective action procedures
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

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.

Filing and Contact Details

Filer

Filer Name
Morningside Ministries
EIN
74-1388420
Phone
2107341000
Address
700 BABCOCK RD, SAN ANTONIO, TX 78201

Signing Officer

Name
Joan Dixon
Title
VP of Finance
Phone
2107341000
Signed
2016-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Alvin Loewenberg
Formed
1959
Legal Domicile
TX
Voting Board Members
14
Independent Board Members
14
Employees
997
Volunteers
150

Preparer

Firm
Mueller Prost Lc
Address
7733 FORSYTH BLVD SUITE 1200, ST LOUIS, MO 63105
Preparer
Jeanette Bax-kurtz
Phone
3148622070
Supplemental Narrative

Additional Explanations

FORM 990 PART III #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 endowment fund was specifically established to provide financial assistance to those residents who years after moving to morningside find that they can no longer pay for the services they receive. In addition, state medicaid payments to 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. In 2015, morningside provided approximately $4.2 million of charitable care to more than 225 seniors. Independent living - independent living residents come to morningside when they begin to experience problems maintaining and managing their homes, as well as driving an automobile on their own. Residents in independent living are provided apartment or cottage-type housing, meals in restaurant-style dining rooms, housekeeping services, transportation, and recreational activities. During 2015, approximately 450 elderly persons lived in morningside's independent living facilities. Assisted living and memory care - residents in assisted living and memory care require personal assistance with daily living activities because of physical debilitation or memory loss. They are provided the same services as those in independent living, plus assistance with bathing, dressing, meals, laundry, and medication management. During 2015, approximately 220 persons resided in assisted living and memory care facilities. Skilled nursing care - residents receive skilled and intermediate nursing care, meals, dietitian's services, and a wide range of recreational activities. Skilled nursing 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 2015, approximately 1,100 residents were provided full-time nursing care, including rehabilitation services and memory care. Chandler senior center - for older adults still living at home, morningside operates the chandler senior center, a community center that focuses on "healthy aging." currently, the chandler senior center has a membership of approximately 30 persons. The goal of the community center is to help older persons

FORM 990 PART I #6

Volunteers in the organization: the auxiliary at morningside manor was already established when mroningside 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 XII Line 2

There has been no change from the prior year to the audit oversight process or independent auditor selection process.

Financial Statement Notes

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, 2015 and 2014. The organization's information returns, for the years ending 2015, 2014, 2013, and 2012 are subject to examination by the irs, generally for 3 years after they were filed.

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IRS990/Desc0NURSING 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 2015, ABOUT 1,100 RESIDENTS WERE PROVIDED FULL-TIME NURSING CARE, INCLUDING REHABILITATION SERVICES AND MEMORY CARE. THESE SERVICES INCLUDE RESIDENTS WHO ARE PRIVATE PAY, MEDICARE, MEDICAID, AND COVENANT FUND (CHARITY ASSISTANCE).
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt0997
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/EscrowAccountInd01
IRS990/ExpenseAmt017437798
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt016392
IRS990/FeesForServicesAccountingGrp/TotalAmt016392
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt096959
IRS990/FeesForServicesLegalGrp/TotalAmt096959
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0378251
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt02965206
IRS990/FeesForServicesOtherGrp/TotalAmt03343457
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt05408
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt05408
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt01.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt112.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt216.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt92.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt102.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt112.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt122.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt132.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt142.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt152.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt162.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt172.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1828.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1924.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2340.00
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IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd4X
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
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IRS990/Form990PartVIISectionAGrp/OfficerInd1X
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IRS990/Form990PartVIISectionAGrp/OfficerInd8X
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1897109
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1914512
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2011383
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt217589
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt223881
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt231295
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt242982
IRS990/Form990PartVIISectionAGrp/PersonNm0WILLIAM BALTHROPE
IRS990/Form990PartVIISectionAGrp/PersonNm1THOMAS BINGHAM
IRS990/Form990PartVIISectionAGrp/PersonNm2PATRICIA BRIDWELL
IRS990/Form990PartVIISectionAGrp/PersonNm3BISHOP JAMES DORFF
IRS990/Form990PartVIISectionAGrp/PersonNm4DANA A FORGIONE PHD
IRS990/Form990PartVIISectionAGrp/PersonNm5FRANCES GARZA-ALVARADO
IRS990/Form990PartVIISectionAGrp/PersonNm6CLARENCE ARTHUR GERFERS
IRS990/Form990PartVIISectionAGrp/PersonNm7MICHAEL LICHTENSTEIN MD MSC
IRS990/Form990PartVIISectionAGrp/PersonNm8REV TREY LITTLE
IRS990/Form990PartVIISectionAGrp/PersonNm9RT REV DAVID REED
IRS990/Form990PartVIISectionAGrp/PersonNm10DORCAS SAMPSON
IRS990/Form990PartVIISectionAGrp/PersonNm11BOB SCOTT
IRS990/Form990PartVIISectionAGrp/PersonNm12DAVID WAY MD
IRS990/Form990PartVIISectionAGrp/PersonNm13BOB WEHMEYER
IRS990/Form990PartVIISectionAGrp/PersonNm14DAVID B WEST
IRS990/Form990PartVIISectionAGrp/PersonNm15VICKI BOYCE
IRS990/Form990PartVIISectionAGrp/PersonNm16JULIE BRAY PATTERSON
IRS990/Form990PartVIISectionAGrp/PersonNm17POLLY JACKSON SPENCER
IRS990/Form990PartVIISectionAGrp/PersonNm18ALVIN LOEWENBERG
IRS990/Form990PartVIISectionAGrp/PersonNm19JOAN DIXON
IRS990/Form990PartVIISectionAGrp/PersonNm20MARIA WELLISCH
IRS990/Form990PartVIISectionAGrp/PersonNm21CAROLYN WORTHEN
IRS990/Form990PartVIISectionAGrp/PersonNm22LUCILLE CRAWFORD
IRS990/Form990PartVIISectionAGrp/PersonNm23LARRY HUFF
IRS990/Form990PartVIISectionAGrp/PersonNm24LEO CUTCLIFF
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt18232800
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt19130482
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20124986
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt21133212
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt22118977
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt23116226
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt24149093
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/TitleTxt0FORMER TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt1FORMER DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6FORMER SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8FORMER DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11VICE-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt12SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14FORMER CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18CEO & PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt19VP FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt20VP QUALITY ASSURANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt21EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22PHARMACIST IN CHARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt23EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt24EVP OPERATIONS
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01959
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt0-403447
IRS990/GainOrLossGrp/SecuritiesAmt0-14809
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GrantAmt01740962
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt04317585
IRS990/GrantsToDomesticOrgsGrp/TotalAmt04317585
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0106547
IRS990/GrossReceiptsAmt047666948
IRS990/GrossRentsGrp/RealAmt086220
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt014
IRS990/IndivRcvdGreaterThan100KCnt012
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt0444282
IRS990/InsuranceGrp/ProgramServicesAmt09435
IRS990/InsuranceGrp/TotalAmt0453717
IRS990/IntangibleAssetsGrp/BOYAmt02923726
IRS990/IntangibleAssetsGrp/EOYAmt02749015
IRS990/InterestGrp/ProgramServicesAmt03043125
IRS990/InterestGrp/TotalAmt03043125
IRS990/InvestmentIncomeGrp/ExclusionAmt089411
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt089411
IRS990/InvestmentInJointVentureInd00
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IRS990/InvestmentsPubTradedSecGrp/EOYAmt06909607
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt0147
IRS990/IRPDocumentW2GCnt00
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IRS990/LandBldgEquipBasisNetGrp/BOYAmt02702758
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02950724
IRS990/LandBldgEquipCostOrOtherBssAmt09918938
IRS990/LegalDomicileStateCd0TX
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt0403447
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0121356
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0SEE SCHEDULE O
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0-37556391
IRS990/NetAssetsOrFundBalancesEOYAmt0-41958335
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-14809
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-403447
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-418256
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt086220
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt086220
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-51379
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt086439
IRS990/OccupancyGrp/ProgramServicesAmt02168755
IRS990/OccupancyGrp/TotalAmt02255194
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0185790
IRS990/OfficeExpensesGrp/TotalAmt0185790
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt015607340
IRS990/OtherAssetsTotalGrp/EOYAmt036912962
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt021950
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0292887
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt01306573
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01621410
IRS990/OtherExpensesGrp/Desc0PHARMACEUTICALS

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$184$162$22.0$40.7$40.9$0.25
2023Summary only. Only limited summary data is available for this year.$150$128$22.8$46.1$42.0$4.02
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$133$118$15.6$37.4$40.2$2.81
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$134$109$24.5$38.1$39.1$1.06
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$137$111$26.3$41.5$39.2$2.37
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$130$110$19.8$41.9$43.3$1.38
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$141$111$29.4$44.0$46.7$2.70
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$154$110$43.6$51.9$54.2$2.31
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$153$108$44.8$49.5$91.4$41.9
2015Detailed filing. Detailed filing data is available for this year.$60.2$102$42.0$47.1$51.5$4.35
2014Detailed filing. Detailed filing data is available for this year.$43.0$80.6$37.6$48.3$46.8$1.54
2013Detailed filing. Detailed filing data is available for this year.$117$66.4$50.1$42.5$37.2$5.28
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$57.2$12.5$44.7$38.0
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$51.3$9.80$41.5$38.4
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$49.7$9.78$40.0$40.7