Civic Intelligence

Sears Methodist Foundation

990 • Fiscal year 2013 • EIN 75-2692545

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 13, 2014

Organization Profilewww.sears-methodist.org
One Village Drive No 40079606

(325) 691-5519

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.04x

Higher debt load relative to assets than 22% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Liabilities / Revenue

71st percentile

0.70x

Higher debt load relative to revenue than 71% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Net Margin

31st percentile

-0.9%

Higher net margin than 31% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

47th percentile

2.7%

Faster asset growth than 47% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2012 to 2013

Revenue Growth

13th percentile

-20%

Faster revenue growth than 13% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Up

$13,873,118

Up $368,816 (+2.7%) from 2012

Net Assets

Up

$13,327,863

Up $3,451 (+0.0%) from 2012

Liabilities

Up

$545,255

Up $365,365 (+203%) from 2012

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin31st percentile

Revenue

Down

$783,146

Down $192,463 (-20%) from 2012

Expenses

Down

$789,982

Down $1,182,785 (-60%) from 2012

Net Income

Up

-$6,836

Up $990,322 (+99%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$20M$15M$10M$5.0M$0Assets 2010: $19,057,937Liabilities 2010: $3,329,084Net Assets 2010: $15,728,8532010Assets 2011: $17,251,214Liabilities 2011: $260,705Net Assets 2011: $16,990,5092011Assets 2012: $13,504,302Liabilities 2012: $179,890Net Assets 2012: $13,324,4122012Assets 2013: $13,873,118Liabilities 2013: $545,255Net Assets 2013: $13,327,8632013

Highlighted filing

2013

Assets$13,873,118
Liabilities$545,255
Net Assets$13,327,863
Open 2013 Filing

Operations Trend

Revenue Growth13th percentile

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

$2.0M$1.0M$0-$1.0MExpenses 2010: $762,8462010Expenses 2011: $969,8392011Revenue 2012: $975,609Expenses 2012: $1,972,767Net Income 2012: -$997,1582012Revenue 2013: $783,146Expenses 2013: $789,982Net Income 2013: -$6,8362013

Highlighted filing

2013

Revenue$783,146
Expenses$789,982
Net Income-$6,836
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 13, 2014
Return Version
2013v3.0
Gross Receipts
$831,557
Mission and Program Overview

Mission

The mission of Sears is to provide leadership in response to the needs of our aging population. We believe we have a responsibility for studying, analyzing, planning, developing, and implementing quality service to the aging where appropriate needs are found for Health Care and residential living services and can be provided in a Christian environment.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$2,054,668$8,241,947▲ $6,187,279
Other Notes and Loans Receivable, Net-$1,956,078-
Land, Buildings, and Equipment, Net$1,830,000$1,826,500▼ $3,500
Investments in Publicly Traded Securities$1,733,732$1,741,159▲ $7,427
Pledges and Grants Receivable$222,605$105,918▼ $116,687
Cash and Non-Interest-Bearing Accounts$5,351,781$1,466▼ $5,350,315
Accounts Receivable-$50-
Total Assets$13,504,302$13,873,118▲ $368,816
Other Assets Total$2,311,516$0▼ $2,311,516
Liabilities
Other Liabilities$177,252$528,189▲ $350,937
Accounts Payable and Accrued Expenses$2,638$17,066▲ $14,428
Total Liabilities$179,890$545,255▲ $365,365
Net Assets / Fund Balance
Unrestricted Net Assets$11,556,977$11,560,428▲ $3,451
Permanently Rstr Net Assets$1,767,435$1,767,435→ $0
Total Net Assets Fund Balance$13,324,412$13,327,863▲ $3,451
Total Liabilities and Net Assets / Fund Balance$13,504,302$13,873,118▲ $368,816

Asset Categories

AssetBook ValueDepreciationBasis
Land$1,826,500-$1,826,500
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeOtherTotal
Keith PerryPresident, CEO and Ex-Officio Trustee-$451,025$451,025
Kent HerringRegional Vice President & Executive Director-$178,247$178,247
Kenneth FincherSenior Vice President and Director of Sears MethodPT$160,522$160,522
Windell HawkinsSenior Vice President - Risk Management-$153,511$153,511
Melanie JuelVice President - Human Resources-$145,937$145,937
Gordon ShogerVice President - Financial Operations-$137,760$137,760
Terry HuskeyVice President - Information Technology-$132,567$132,567
Mary GoodinVice President - Clinical Services-$94,866$94,866
Stephen IllingworthVice President - Veterans Services-$49,539$49,539

Board Members and Trustees

NameTitle
Larry DodsonChairman
Keith PerryPresident, CEO and Ex-Officio Truste
Rick RhodesVice Chairman
Gary AndersonExecutive Vice President & COO
Kent HerringRegional Vice President & Executive
Terry MyersSenior Vice President & CFO
Michael SimsSenior Vice President - Operations
Windell HawkinsSenior Vice President - Risk Managem
Kenneth FincherSenior Vice President and Director o
Randal CrosswhiteVice President & Controller
Barbara CherryTrustee
Bita KashTrustee
Dan OlsonTrustee
Mike SullivanTrustee
Quintan ChamnessTrustee
Carol DentonSecretary
David LynnTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$755,038
Program Service Revenue
$0
Investment Income
$6,999
Other Revenue
$21,109
All Other Contributions
$696,943
Change in Net Assets
$-6,836

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table147$27,597Fair Market Value (FMV)
Total Noncash Contributions147$27,597-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$608,666
Grants and Similar Amounts Paid$181,196
Salaries, Compensation, and Employee Benefits$120
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management-$300,000-$300,000
Grants to Domestic Orgs$181,196--$181,196
Advertising-$144,800-$144,800
Interest-$40,265-$40,265
Conferences and Meetings-$33,474-$33,474
Fees for Services Other-$10,401-$10,401
Office Expenses-$6,373-$6,373
Fees for Services Legal-$2,976-$2,976
Occupancy-$1,343-$1,343
Other Expenses$34,216$1,150-$1,150
Other Employee Benefits-$120-$120
Total Functional Expenses$215,412$574,570$0$789,982
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
75-2503233-501(c)(3)Development and advancement of the organizations$64,790
20-3500571--Development and advancement of the organizations$37,671
75-2768233-501(c)(3)Development and advancement of the organizations$34,016
75-1234917-501(c)(3)Development and advancement of the organizations$15,680
75-2707608-501(c)(3)Development and advancement of the organizations$8,228
75-2814016-501(c)(3)Development and advancement of the organizations$7,955
75-2516330-501(c)(3)Development and advancement of the organizations$7,507
02-0709581-501(c)(3)Development and advancement of the organizations$5,349
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$66,544
Fundraising Direct Expenses$48,411
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$92,055$33,960$3,995$29,965
Event 2$17,720$17,720$3,897$13,823
Total Events$124,639$66,544$48,411$18,133
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Other Campuses$399,714
Annuities Payable$128,475
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, line 3

“The Organization delegates management duties including supervision of personnel, operations, and budgeting to Sears Methodist Retirement System, Inc., the parent company, who in turn has a management contract with Life Care Services.”

Form 990, Part VI, Section B, line 11

“A copy of the form 990 was made available to all board members for review and approval before filing the return.”

Form 990, Part VI, Section B, line 12C

“Conflict of interest statements are completed annually by Sears Methodist Retirement System Board of Trustees, Sears Methodist Foundation Trustees / Directors and all senior staff. Any new Board members or senior staff are required to complete the statement upon election to the board or upon hire.”

Form 990, Part VI, Section B, line 15

“The compensation for the CEO is determined by the Performance/Compensation Committee and is approved by the board in an annual review. Any raise or bonus is discussed and voted on by the board. Each year the organizations subscribes to an outsied compensation survey to help determine compensation for the CEO and other top management officials. Each Senior VP or Executive VP review or salary increase is determined by the CEO in an annual review process. Each Senior VP has key officers under them that are reviewed in the same manner. This process was last completed in 2011.”

Form 990, Part VI, Section C, line 19

“Although not required, the organization provides photocopies of its governing documents, conflict of interest policy, and financial statements available to those who request one or more of these items.”

Filing and Contact Details

Filer

EIN
75-2692545
Phone
3256915519

Signing Officer

Name
Randal Crosswhite
Title
Interim CFO
Phone
3256915519
Signed
2014-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Susan Whittle
Formed
1997
Legal Domicile
TX
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
20

Preparer

Preparer
Michael Siegel
Phone
9723835700
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C:

“The Organization has a committee which assumes responsibility for choosing the independent auditor and oversight of the independent audit. This process is consistent with prior years.”

Financial Statement Notes

Part X, Line 2:

“The System adopted the income tax standard for uncertain tax positions. This standard clarifies the accounting for uncertainty in income taxes recognized in an organization's financial statements in accordance with the income tax standard. This standard prescribes recognition and measurement of tax positions taken or expected to be taken on a tax return that are not certain to be realized. The System's income tax returns are subject to review and examination by federal, state, and local authorities. The System is not aware of any activities that would jeopardize its tax-exempt status. The System is not aware of any activities that are subject to tax on unrelated business income or excise or other taxes. The tax returns for the years 2010 to 2013 are open to examination by federal, local, and state authorities.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt0Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt6Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt7Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt8Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt9President, CEO and Ex-Officio Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt10Senior Vice President & CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt11Executive Vice President & COO
IRS990/Form990PartVIISectionAGrp/TitleTxt12Senior Vice President - Operations
IRS990/Form990PartVIISectionAGrp/TitleTxt13Senior Vice President and Director of Sears Method
IRS990/Form990PartVIISectionAGrp/TitleTxt14Senior Vice President - Risk Management
IRS990/Form990PartVIISectionAGrp/TitleTxt15Regional Vice President & Executive Director
IRS990/Form990PartVIISectionAGrp/TitleTxt16Vice President & Controller
IRS990/Form990PartVIISectionAGrp/TitleTxt17Vice President - Human Resources
IRS990/Form990PartVIISectionAGrp/TitleTxt18Vice President - Financial Operations
IRS990/Form990PartVIISectionAGrp/TitleTxt19Vice President - Information Technology
IRS990/Form990PartVIISectionAGrp/TitleTxt20Vice President - Clinical Services
IRS990/Form990PartVIISectionAGrp/TitleTxt21Vice President - Veterans Services
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IRS990/LocalChaptersInd00
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IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
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IRS990/MissionDesc0The mission of Sears is to provide leadership in response to the needs of our aging population. We believe we have a responsibility for studying, analyzing, planning, developing, and implementing quality service to the aging where appropriate needs are found for Health Care and residential living services and can be provided in a Christian environment.
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IRS990/NetAssetsOrFundBalancesEOYAmt013327863
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IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt018133
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IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt06373
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IRS990/OperateHospitalInd00
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IRS990/OtherExpensesGrp/Desc2Dues & Subscriptions
IRS990/OtherExpensesGrp/Desc3Training/Education
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt122513
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt211102
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt31150
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IRS990/PrincipalOfficerNm0Susan Whittle
IRS990/ProfessionalFundraisingInd00
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IRS990ScheduleA/ContributionControllerInd00
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IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd40

Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,873,118
Liabilities
$545,255
Net assets
$13,327,863
Revenue
$783,146
Expenses
$789,982
Net income
-$6,836
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2013Detailed filing. Detailed filing data is available for this year.$13.9$0.55$13.3$0.78$0.79$0.01
2012Summary only. Only limited summary data is available for this year.$13.5$0.18$13.3$0.98$1.97$1.00
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.3$0.26$17.0$0.97
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.1$3.33$15.7$0.76