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Nonprofiteer
← IMMACULATE HEART COMMUNITY

Form 990 for tax year 2024

Filed by IMMACULATE HEART COMMUNITY.

Totals

Total revenue
$27,679,277
Total expenses
$3,957,994
Contributions and grants received
$1,383,257
Grants paid
$357,574
Program service revenue
$15,789
Investment income
$4,321,764
Other revenue
$21,958,467
Total assets, end of year
$81,834,011
Total liabilities, end of year
$2,892,942
Net assets or fund balances, end of year
$78,941,069
Program services expenses (Part IX)
$3,049,420
Management and general expenses
$553,861
Fundraising expenses
$354,713
Program service expenses (Part III)
$3,049,420

Program services were 77.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1e · Government grants (contributions)

    $149,557

  • 1f · All other contributions, gifts and grants

    $1,233,700

  • 2a · Program service revenue: COMMUNITY WORKSHOPS & RETREATS

    total $15,789 · related or exempt $15,789

  • 3 · Investment income

    total $2,471,468 · excluded $2,471,468

  • 5 · Royalties

    total $6,150 · excluded $6,150

  • 6a · Gross rents

    real property $23,400

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $23,400

  • 6d · Net rental income or loss

    total $23,400 · related or exempt $23,400

  • 7a · Gross sales of assets other than inventory

    securities $389,645 · other assets $1,460,651

  • 7b · Less cost or other basis and sales expenses

    securities $0 · other assets $0

  • 7c · Gain or loss

    securities $389,645 · other assets $1,460,651

  • 7d · Net gain or loss

    total $1,850,296 · related or exempt $1,460,651 · excluded $389,645

  • 8a · Fundraising events: gross income

    $8,394

  • 8b · Fundraising events: direct expenses

    $0

  • 8c · Net income from fundraising events

    total $8,394 · excluded $8,394

  • 11a · Other revenue: GRANT LIABILITY ADJUSTMENT

    total $21,803,104 · related or exempt $21,803,104

  • 11b · Other revenue: OTHER INCOME

    total $117,419 · related or exempt $117,419

  • 11e · Other revenue, total

    $21,920,523

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $357,574 · program services $357,574

  • 7 · Other salaries and wages

    total $1,268,901 · program services $918,635 · management and general $130,219 · fundraising $220,047

  • 9 · Other employee benefits

    total $193,026 · program services $138,165 · management and general $11,271 · fundraising $43,590

  • 11a · Fees: management

    total $209,876 · program services $197,717 · management and general $3,759 · fundraising $8,400

  • 11b · Fees: legal

    total $334,802 · program services $328,881 · management and general $5,921

  • 11c · Fees: accounting

    total $193,318 · program services $23,148 · management and general $170,170

  • 11f · Fees: investment management

    total $114,179 · management and general $114,179

  • 13 · Office expenses

    total $21,575 · program services $16,924 · management and general $186 · fundraising $4,465

  • 14 · Information technology

    total $45,979 · program services $43,912 · management and general $635 · fundraising $1,432

  • 16 · Occupancy

    total $347,909 · program services $347,005 · management and general $904

  • 19 · Conferences, conventions and meetings

    total $79,399 · program services $63,990 · management and general $8,354 · fundraising $7,055

  • 22 · Depreciation, depletion and amortization

    total $204,360 · program services $204,360

  • 23 · Insurance

    total $85,227 · program services $78,133 · management and general $7,094

  • 24a · Other expenses: OTHER

    total $226,219 · program services $60,689 · management and general $101,071 · fundraising $64,459

  • 24b · Other expenses: COMMUNITY MEMBER SERVIC

    total $176,208 · program services $176,085 · management and general $88 · fundraising $35

  • 24c · Other expenses: PROPERTY TAX

    total $91,989 · program services $91,979 · management and general $10

  • 24d · Other expenses: COMMUNITY ENGAGEMENT

    total $7,453 · program services $2,223 · fundraising $5,230

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $461,679 · end of year $1,778,158

  • 2 · Savings and temporary cash investments

    beginning of year $1,081,457 · end of year $812,705

  • 4 · Accounts receivable

    beginning of year $39,826 · end of year $10,300

  • 7 · Other notes and loans receivable

    beginning of year $9,750,443 · end of year $10,907,266

  • 9 · Prepaid expenses and deferred charges

    beginning of year $210,034 · end of year $411,617

  • 10a · Land, buildings and equipment: cost or other basis

    $12,244,469

  • 10b · Land, buildings and equipment: accumulated depreciation

    $3,640,501

  • 10c · Land, buildings and equipment, net

    beginning of year $6,624,343 · end of year $8,603,968

  • 12 · Investments: other securities

    beginning of year $60,275,482 · end of year $59,309,997

  • 17 · Accounts payable and accrued expenses

    beginning of year $402,828 · end of year $442,180

  • 18 · Grants payable

    beginning of year $25,800,070 · end of year $2,342,368

  • 25 · Other liabilities

    beginning of year $0 · end of year $108,394

  • 27 · Net assets without donor restrictions

    beginning of year $52,160,255 · end of year $78,428,347

  • 28 · Net assets with donor restrictions

    beginning of year $80,111 · end of year $512,722

Mission and programs · 2024

Mission

THE MISSION STATEMENT OF THE IMMACULATE HEART COMMUNITY STATES IT IS AN INCLUSIVE ECUMENICAL COMMUNITY, WHICH SEEKS TO CREATE ACCESS FOR ALL PERSONS TO TRUTH, EQUITY, JUSTICE AND PEACE THROUGH SPIRITUAL DEVELOPMENT, EDUCATION, THE ARTS, AND TAKING ACTION THAT FOSTERS CARE FOR THE EARTH AND ALL BEINGS.

Activities or mission (Part I)

SEEKS TO STRATEGICALLY CHANGE PRACTICES AND SITUATIONS THROUGH ART, EDUCATION, SPIRITUALITY, AND SOCIAL SERVICES.

  • THE FOUNDING MEMBERS IS A PROGRAM OF THE IMMACULATE HEART COMMUNITY THAT FULFILLS ITS MISSION BY PROVIDING THE FORMERLY CANONICAL COMMUNITY MEMBERS WITH A PLACE TO BUILD COMMUNITY, FOSTER SPIRITUAL GROWTH, AND PROVIDE OPPORTUNITIES FOR EDUCATION, WELLNESS, SERVICE TO OTHERS AND SPECIAL HELP FOR THOSE IN NEED.

    Expenses $248,474

  • IMMACULATE HEART COMMUNITY'S PROGRAM, "DOORWAY TO PRESENCE," PROVIDES VARIOUS OPPORTUNITES TO PROMOTE SOCIAL JUSTICE THROUGH MONTHLY LUNCH & LEARN LECTURE SERIES, KEYNOTE SPEAKER EVENTS, SPIRITUAL RETREATS, CONCERTS, PUBLIC SCREENING OF THE MOVIE "REBEL HEARTS."THERE ARE 5 COMMISSIONS THROUGH WHICH MEMBERS AND SUPPORTERS CAN PARTICIPATE: JUSTICE FOR WOMEN, JUSTICE FOR THE ENVIRONMENT, JUSTICE FOR THE UNHOUSED, JUSTICE FOR IMMIGRANTS/REFUGEES/INDIGENOUS, ANTI-RACISM AS SPIRITUAL TRANSFORMATION.IMMACULATE HEART COMMUNITY (IHG) HAS ONGOING RELATIONSHIP WITH ITS LEGACY PARTNERS AND AFFILIATES SUCH AS CORITA ART CENTER AND LA CASA DE MARIA RETREAT CENTER, AND PARTNERSHIPS WITH VARIOUS NONPROFIT ORGANIZATIONS TO SUPPORT AND PROMOTE SOCIAL JUSTICE.THE SPIRIT RECOGNITION AWARD PROGRAM SUPPORTS THE CRITICAL WORK OF COMMUNITY-BASED ORGANIZATIONS AND PROVIDES FINANCIAL SUPPORT TO ORGANIZATIONS IDENTIFIED BY THE 5 COMMISSIONS.IHC MEMBERS & SUPPORTERS PARTICIPATE IN VARIOUS ACTIVITIES THAT PROMOTE SPIRITUAL GROWTH, SOCIAL JUSTICE EDUCATION AND ADVOCACY.

    Expenses $1,637,041 · Grants $357,574 · Revenue $24,183

  • THE CENTER FOR SPIRITUAL RENEWAL AND LA CASA DE MARIA'S MISSION IS TO BE A SANCTUARY OF PEACE TO RENEW PURPOSE, STRENGTHEN COMMUNITY, AND INCREASE THEIR EFFECTIVENESS IN THE WORLD. THIS IS DONE THROUGH GROUP PROGRAMMING, INDIVIDUAL RETREATS AND SPIRITUAL DIRECTION. IN 2018, THE CENTER PROPERTY IN SANTA BARBARA COUNTY WAS DAMAGED BY A FIRE AND A SUBSEQUENT DEBRIS FLOW. THE COMMUNITY HAS RECOVERED SIGNIFICANT AMOUNTS FROM INSURANCE AND OTHER SETTLEMENTS. SITE PROJECT DEVELOPMENT POSSIBILITIES ARE BEING EVALUATED.

    Expenses $1,163,905

  • MISCELLANEOUS PROGRAM SERVICES

    Revenue $23,396,180

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • SHERRY PURCELL

    PRESIDENT

    Total calculated
    $172,148
    From this org
    $172,148
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $172,148
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $172,148

  • CHRISTINE MONROE

    VICE PRESIDENT

    Total calculated
    $130,548
    From this org
    $130,548
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • RAY MATTES

    CHAIR

    Total calculated
    $0
    Hours/week
    4

  • MARY BECKER

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    4

  • MARY KIRCHEN

    TREASURER

    Total calculated
    $0
    Hours/week
    4

  • STEPHANIE GLATT

    SECRETARY

    Total calculated
    $0
    Hours/week
    4

  • SUSAN DUQUESNEL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    4

  • MARY T GROVE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    4

  • TRISTINE RAINER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    4

  • PATRICIA SANDERS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    4

  • JOHN MUTZ

    TRUSTEE

    Total calculated
    $0
    Hours/week
    4

  • SUSAN LEARY

    CFO

    Total calculated
    $102,416
    From this org
    $102,416
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • ELIZABETH LOMELI

    COO

    Total calculated
    $132,659
    From this org
    $132,659
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • SHEILA ARASAWA

    CFO

    Total calculated
    $29,615
    From this org
    $29,615
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • PAMELA HOPE

    ADVANCEMENT

    Total calculated
    $130,548
    From this org
    $130,548
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

  • CORITA ART CENTER

    501(C)(3) · PRESERVE & PROMOTE CORITA KENT'S ART · CA

  • LA CASA DE MARIA RETREAT CENTER

    501(C)(3) · SANCTUARY OF PEACE, BUILD COMMUNITY, FOSTER SOCIAL JUSTICE/ENVIRONMENTAL STE · CA

Provenance

Return type
form_990
Tax year
2024
Filed
7 November 2025
IRS schema version
2024v5.2
Source object
202513219349305546

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