2024-11-15T09:33:11-06:00 2023-12-31 352123203 KSM BUSINESS SERVICES INC PO BOX 40857 INDIANAPOLIS IN 46240 990 2023-01-01 351602641 MORNING LIGHT INC MORN 3172187554 4760 PENNWOOD DRIVE INDIANAPOLIS IN 46205 MADISON WOOD-GONZALEZ EXECUTIVE DIRECTOR/CEO 3172187554 2024-11-05 1 1 CASSE TATE P01271193 3175802000 2024-11-05 2023 2024-10-15 13:58:12Z MADISON WOOD-GONZALEZ 4760 PENNWOOD DRIVE INDIANAPOLIS IN 46205 5769487 0 X WWW.MORNINGLIGHTINC.ORG X 1983 IN MORNING LIGHT, INC. FOSTERS NON-PROFIT COMMUNITY SERVICES AND PROGRAMS IN CENTRAL INDIANA FOR THE TERMINALLY ILL, SENIORS AND FAMILIES OF LIMITED MEANS IN NEED OF HEALTH, WELLNESS OR END OF LIFE CARE. 15 15 49 100 0 0 289183 552518 281688 250037 40422 378562 -14346 -20829 596947 1160288 0 0 0 0 663923 829362 0 0 59606 671697 771615 1335620 1600977 -738673 -440689 6841395 6441770 1789867 1547251 5051528 4894519 MORNING LIGHT, INC. FOSTERS NON-PROFIT COMMUNITY SERVICES AND PROGRAMS IN CENTRAL INDIANA FOR THE TERMINALLY ILL, SENIORS AND FAMILIES OF LIMITED MEANS TO ENSURE A LIFE WITH CARE AND DIGNITY, WELLNESS OR END OF LIFE CARE. 0 0 1013775 10275 ABBIE HUNT BRYCE HOME: A COMMUNITY HOME THAT OFFERS DONOR-PROVIDED ACCOMMODATIONS AND LIVING SUPPORT FOR HOSPICE PATIENTS WHO HAVE NO OTHER APPROPRIATE LIVING ARRANGEMENTS IN THEIR TERMINALLY-ILL CONDITION AT NO EXPENSE TO THE PATIENT. THE ABBIE HUNT BRYCE HOME SERVES 40-60 PEOPLE ANNUALLY. IT IS ALSO A TRAINING CENTER FOR THE NEXT GENERATION OF CAREGIVERS THROUGH OUR STATE CERTIFIED CNA PROGRAM, WHERE NOT ONLY DO PARTICIPANTS GET HANDS-ON EXPERIENCE IN HEALTHCARE, BUT THEY ARE ALSO EXPOSED TO THE INVALUABLE OPPORTUNITY TO GIVE BACK. THE PROGRAM IS THE DEFINITION OF "SYMBIOTIC" AS OUR ORGANIZATION AND RESIDENTS RECEIVE ENTHUSIASTIC AND EAGER YOUNG EMPLOYEES WHILE OUR EMPLOYEES GET NECESSARY AND VALUABLE TRAINING TO COMPLETE THEIR CERTIFICATIONS. 293920 239762 PENNWOOD PLACE APARTMENTS: PROVIDES SUBSIDIZED LIVING ARRANGEMENTS FOR SENIORS. ITS 35 UNITS OPERATE AT 97% CAPACITY ANNUALLY. RELATED PROGRAMS SUCH AS OFFSITE EVENTS, COMPUTER TRAINING, ONSITE CELEBRATIONS, AND HEALTH-RELATED SPEAKERS/ACTIVITIES INVOLVE MORE THAN 300 PARTICIPANTS. 1307695 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 5 0 1 49 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 0 0 0 IN X MYRIAM BOYER ALIIGN 3173241712 12800 N MERIDIAN ST STE 400 CARMEL IN 46032 HITESH PATEL CHAIR 2.00 X X 0 0 0 PATRICK BURKE VICE CHAIR 2.00 X X 0 0 0 TONY BEWSEY TREASURER 2.00 X X 0 0 0 LAURA ROMAN SECRETARY 2.00 X X 0 0 0 ZACHARY ALEXANDER BOARD MEMBER 2.00 X 0 0 0 HOLLY CARTER BOARD MEMBER 2.00 X 0 0 0 ELIZABETH CASALINI BOARD MEMBER 2.00 X 0 0 0 JOSEPH HASKINS JR BOARD MEMBER 2.00 X 0 0 0 SHADRECK KAMWENDO BOARD MEMBER 2.00 X 0 0 0 DR TOM LEDYARD BOARD MEMBER 2.00 X 0 0 0 ANDREA MOREHEAD BOARD MEMBER 2.00 X 0 0 0 DR RAFAEL ROSARIO BOARD MEMBER 2.00 X 0 0 0 BRENDA SCHULTZ BOARD MEMBER 2.00 X 0 0 0 BRIAN SHUMAKER BOARD MEMBER 2.00 X 0 0 0 SEBASTIAN SPEARS BOARD MEMBER 2.00 X 0 0 0 MADISON WOOD-GONZALEZ EXEC. DIRECTOR/CEO 40.00 X 96254 0 18898 96254 0 18898 0 0 0 0 0 124895 427623 60870 552518 PENNWOOD PLACE RENTAL 623110 239762 239762 CNA TRAINING TUITION 611710 6500 6500 MEDICAID INCOME 623990 2464 2464 1311 1311 250037 72349 72349 4875773 4569560 306213 306213 306213 18810 124895 39639 -20829 -20829 1160288 250037 0 357733 115152 97430 9446 8276 641762 542997 52642 46123 5076 4295 416 365 67372 57004 5526 4842 57216 57216 20171 20171 18782 18782 9281 9281 98735 89565 9170 203230 185259 17971 199842 199124 718 80187 62546 17641 84171 41412 42759 1600977 1307695 233676 59606 340663 353214 121897 3184381 0 20533 4175 6555 6074531 3348909 2885602 2725622 3155483 0 32801 44427 300774 107038 6841395 6441770 32257 51918 1749510 1487133 8100 8200 1789867 1547251 X 4658896 4485633 392632 408886 5051528 4894519 6841395 6441770 X -440689 21303 262377 X X 0 1 X 1 0 X 140278 145777 378565 289183 552518 1506321 140278 145777 378565 289183 552518 1506321 143629 1362692 116225 122262 121937 83756 72349 516529 2022850 1186674 0.67360 0.46450 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3310181 411420 492693 3228908 4739517 -820961 608375 3310181 492292 4164798 581427 499000 4739517 451817 60475 20000 492292 398847 73679 20709 451817 0.87398 0.11586 0.01016 0 0 84163 84163 5660536 3044567 2615969 329832 304342 25490 2725622 TENANT DEPOSITS 8200 8200 X 1464236 21303 800 302016 324119 1140117 20171 20171 1160288 1621245 800 39639 40439 1580806 20171 20171 1600977 PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT CONSISTS OF BOARD-DESIGNATED FUNDS HELD BY COMMUNITY FOUNDATION; BOARD-DESIGNATED INVESTMENT ACCOUNTS ESTABLISHED TO PROVIDE SUPPORT FOR FUTURE OPERATIONS; AND THE MITCHELL ENDOWMENT, A DONOR-RESTRICTED ENDOWMENT FUND MAINTAINED TO BENEFIT GENERAL OPERATIONS OF THE ORGANIZATION. THE BOARD-DESIGNATED INVESTMENT ACCOUNTS AND MITCHELL ENDOWMENT ARE MANAGED BY THE ORGANIZATION. THE BOARD-DESIGNATED FUNDS HELD BY COMMUNITY FOUNDATION SUBJECT TO A DESIGNATED ENDOWMENT AGREEMENT. PART X, LINE 2: MORNING LIGHT IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC). AS A SINGLE MEMBER LIMITED LIABILITY COMPANY, PENNWOOD IS A DISREGARDED ENTITY FOR TAX PURPOSES AND THUS IS ALSO EXEMPT TOGETHER WITH MORNING LIGHT UNDER SECTION 501(C)(3) OF THE IRC. THE ORGANIZATION IS SUBJECT TO TAX ON INCOME UNRELATED TO THE ORGANIZATION'S EXEMPT PURPOSE, UNLESS THAT INCOME IS OTHERWISE EXCLUDED BY THE IRC. IN ADDITION, MORNING LIGHT HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE NOT TO BE A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) OF THE IRC. THERE WAS NO UNRELATED BUSINESS INCOME FOR 2023 AND 2022. THE ORGANIZATION FILES U.S. FEDERAL AND STATE OF INDIANA INFORMATION RETURNS. THE ORGANIZATION IS NO LONGER SUBJECT TO U.S. FEDERAL AND STATE INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2020. MANAGEMENT BELIEVES THAT THE ORGANZIATION'S INCOME TAX FILING POSITIONS WILL BE SUSTAINED ON AUDIT AND DOES NOT ANTICIPATE ANY ADJUSTMENTS THAT WILL RESULT IN A MATERIAL CHANGE. PART XI, LINE 2D - OTHER ADJUSTMENTS: FORGIVENESS OF DEBT 262,377. FUNDRAISING EXPENSES 39,639. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 39,639. BEACH BALL FUNDRAISER 122480 105270 17210 26000 5949 NIGHT LIGHT FUNDRAISER 21225 19625 1600 750 6940 143705 124895 18810 26750 12889 39639 -20829 X 29510 FMV X 25 27960 FMV X 1 3400 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE 990 DRAFT IS REVIEWED BY THE FINANCE/INVESTMENT COMMITTEE BEFORE BEING SUBMITTED TO THE BOARD OF DIRECTORS FOR FINAL APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C AT THE START OF EVERY NEW TERM, THE OFFICERS AND DIRECTORS ARE REQUIRED TO COMPLETE A SIGNED CONFLICT OF INTEREST QUESTIONNAIRE. FOR EMPLOYEES, THE CONFLICT OF INTEREST POLICY IS OUTLINED IN THE EMPLOYEE HANDBOOK. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: FORGIVENESS OF DEBT 262,377. FORM 990, PART XII, LINE 2C: THERE HAVE BEEN NO CHANGES TO THE PROCEDURES FROM THE PRIOR YEAR. PENNWOOD PLACE LLC 4701 N KEYSTONE AVENUE INDIANAPOLIS IN 46205 RENTAL HOUSING FACILITY IN 270391 3123281 MORNING LIGHT INC