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Nonprofiteer
← IMMACULATE HEART COMMUNITY

Form 990 for tax year 2023

Filed by IMMACULATE HEART COMMUNITY.

Totals

Total revenue
$6,524,672
Total expenses
$31,549,602
Contributions and grants received
$1,048,123
Grants paid
$27,312,195
Program service revenue
$5,782
Investment income
$5,325,571
Other revenue
$145,196
Total assets, end of year
$78,443,264
Total liabilities, end of year
$26,202,898
Net assets or fund balances, end of year
$52,240,366
Program services expenses (Part IX)
$29,531,431
Management and general expenses
$1,723,011
Fundraising expenses
$295,160
Program service expenses (Part III)
$29,531,431

Program services were 93.6% 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)

    $114,694

  • 1f · All other contributions, gifts and grants

    $933,429

  • 1g · Noncash contributions included above

    $59,800

  • 2a · Program service revenue: COMMUNITY RETREATS

    total $5,782 · related or exempt $5,782

  • 3 · Investment income

    total $2,097,743 · excluded $2,097,743

  • 5 · Royalties

    total $59,459 · excluded $59,459

  • 6a · Gross rents

    real property $45,350

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $45,350

  • 6d · Net rental income or loss

    total $45,350 · excluded $45,350

  • 7a · Gross sales of assets other than inventory

    securities $134,925 · other assets $3,092,903

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

    securities $0 · other assets $0

  • 7c · Gain or loss

    securities $134,925 · other assets $3,092,903

  • 7d · Net gain or loss

    total $3,227,828 · excluded $3,227,828

  • 11a · Other revenue: SALE OF MERCHANDISE

    total $33,811 · related or exempt $33,811

  • 11b · Other revenue: OTHER INCOME

    total $6,576 · excluded $6,576

  • 11e · Other revenue, total

    $40,387

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $27,312,195 · program services $27,312,195

  • 7 · Other salaries and wages

    total $1,568,813 · program services $709,610 · management and general $637,447 · fundraising $221,756

  • 9 · Other employee benefits

    total $238,661 · program services $139,479 · management and general $65,883 · fundraising $33,299

  • 11a · Fees: management

    total $278,538 · program services $151,402 · management and general $126,776 · fundraising $360

  • 11b · Fees: legal

    total $290,738 · program services $272,940 · management and general $17,798

  • 11c · Fees: accounting

    total $221,211 · program services $73 · management and general $221,138

  • 11f · Fees: investment management

    total $104,301 · program services $38,123 · management and general $66,178

  • 12 · Advertising and promotion

    total $1,050 · program services $750 · management and general $300

  • 13 · Office expenses

    total $97,615 · program services $41,279 · management and general $45,199 · fundraising $11,137

  • 14 · Information technology

    total $167,561 · program services $37,644 · management and general $111,576 · fundraising $18,341

  • 16 · Occupancy

    total $463,800 · program services $267,950 · management and general $194,811 · fundraising $1,039

  • 19 · Conferences, conventions and meetings

    total $30,154 · program services $16,240 · management and general $10,988 · fundraising $2,926

  • 22 · Depreciation, depletion and amortization

    total $208,267 · program services $181,457 · management and general $26,810

  • 23 · Insurance

    total $148,460 · program services $23,845 · management and general $122,354 · fundraising $2,261

  • 24a · Other expenses: COMMUNITY MEMBER SERVIC

    total $173,966 · program services $156,009 · management and general $17,957

  • 24b · Other expenses: OUTSIDE SERVICES

    total $169,064 · program services $131,296 · management and general $37,768

  • 24c · Other expenses: COMMUNITY ENGAGEMENT

    total $44,759 · program services $32,858 · management and general $9,359 · fundraising $2,542

  • 24d · Other expenses: RECOVERY AND REMEDIATIO

    total $20,959 · program services $12,869 · management and general $8,040 · fundraising $50

  • 24e · All other expenses

    total $9,490 · program services $5,412 · management and general $2,629 · fundraising $1,449

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $26,921,096 · end of year $461,679

  • 2 · Savings and temporary cash investments

    beginning of year $7,126,056 · end of year $1,081,457

  • 4 · Accounts receivable

    beginning of year $203,050 · end of year $39,826

  • 7 · Other notes and loans receivable

    beginning of year $10,000,000 · end of year $9,750,443

  • 9 · Prepaid expenses and deferred charges

    beginning of year $273,207 · end of year $210,034

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

    $10,430,222

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

    $3,805,879

  • 10c · Land, buildings and equipment, net

    beginning of year $7,071,463 · end of year $6,624,343

  • 12 · Investments: other securities

    beginning of year $22,249,218 · end of year $60,275,482

  • 17 · Accounts payable and accrued expenses

    beginning of year $191,331 · end of year $402,828

  • 18 · Grants payable

    end of year $25,800,070

  • 19 · Deferred revenue

    beginning of year $35,000

  • 27 · Net assets without donor restrictions

    beginning of year $73,496,617 · end of year $52,160,255

  • 28 · Net assets with donor restrictions

    beginning of year $121,142 · end of year $80,111

Mission and programs · 2023

Mission

THE MISSION STATEMENT OF THE IMMACULATE HEART COMMUNITY STATES IT IS AN INCLUSIVE ECUMENICALCOMMUNITY, 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 RESIDENT OPPORTUNITIES FOR EDUCATION, RECREATION, SERVICE TO OTHERS AND SPECIAL HELP FOR THOSE IN NEED.

    Expenses $5,065

  • THE CORITA ART CENTER EXHIBITS AND CURATES EXHIBITIONS OF LUMINARY CONTEMPORARY ARTIST, CORITA KENT'S ORIGINAL WORK. IT COLLABORATES LOCALLY AND GLOBALLY WITH LEADING ACADEMIC AND ELITE ART INSTITUTES TO LEND, RESEARCH AND SHOWCASE KENT'S WORK, SELL ORIGINAL EDITIONS, AS WELL AS PRINT AND LICENSE KENT'S ARTWORK FOR PRODUCTION OF EXCLUSIVE MERCHANDISE. THE CORITA ART CENTER BECAME A SEPARATE 501(C)(3) IN JULY 2023.

    Expenses $5,278,340 · Grants $4,696,966 · Revenue $33,811

  • 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 AND IS CURRENTLY PERFORMING A FEASIBILITY STUDY TO EVALUATE FUTURE PROSPECTS FOR THIS PROGRAM.

    Expenses $23,080,022 · Grants $22,103,229 · Revenue $5,782

  • Expenses $1,168,004 · Grants $512,000

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • SHERRY PURCELL

    PRESIDENT

    Total calculated
    $162,493
    From this org
    $161,827
    From related orgs
    $0
    Other
    $666
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $161,827
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $666
    Filer's total
    $162,493

  • CHRISTINE MONROE

    VICE PRESIDENT

    Total calculated
    $118,124
    From this org
    $117,548
    From related orgs
    $0
    Other
    $576
    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

  • MARY FAY-ZENK

    TRUSTEE

    Total calculated
    $0
    Hours/week
    4

  • JULIE FRIESE

    TRUSTEE

    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

  • VICTORIA BERRY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    4

  • TRISTINE RAINER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    4

  • ELIZABETH LOMELI

    COO

    Total calculated
    $115,361
    From this org
    $107,673
    From related orgs
    $0
    Other
    $7,688
    Hours/week
    4

  • PATRICIA SANDERS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    4

  • JOHN MUTZ

    TRUSTEE

    Total calculated
    $0
    Hours/week
    4

  • JEAN HOLSTEN

    EXECUTIVE DIRECTOR OF LA CASA DE MARIA

    Total calculated
    $174,731
    From this org
    $160,512
    From related orgs
    $0
    Other
    $14,219
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $160,512
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $14,219
    Filer's total
    $174,731

  • SUSAN LEARY

    CFO

    Total calculated
    $100,105
    From this org
    $99,202
    From related orgs
    $0
    Other
    $903
    Hours/week
    40

  • PAMELA HOPE

    ADVANCEMENT

    Total calculated
    $137,222
    From this org
    $125,549
    From related orgs
    $0
    Other
    $11,673
    Hours/week
    4

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

  • 1a · Housing allowance or residence for personal use
  • 3 · Approval by the board or compensation committee

Answered no

  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 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

  • LA CASA DE MARIA

    $22,103,229

    REBUILD

  • CORITA ART CENTER

    $4,696,966

    OPERATIONS

Provenance

Return type
form_990
Tax year
2023
Filed
30 October 2024
IRS schema version
2023v5.1
Source object
202443169349302169

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