HEADWATERS AT INCARNATE WORD INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- HEADWATERS AT INCARNATE WORD INC (EIN 46-5515608)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-07-16
- IRS object ID
- 202411989349301561
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-07-16T12:47:16-07:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 832884896 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Michael Garza & Co LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8415 Speedway Dr | AddressLine1Txt |
| City | San Antonio | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78230 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 465515608 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Headwaters at Incarnate Word Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HEAD | BusinessNameControlTxt |
| Phone | 2108282224 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4503 Broadway St | AddressLine1Txt |
| City | San Antonio | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78209 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Pamela Ball | PersonNm |
| Person Title | Executive Director | PersonTitleTxt |
| Signature | 2024-07-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Pamela | PersonFirstNm |
| Person Last | Ball | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Michael Garza CPA | PreparerPersonNm |
| PTIN | P00543101 | PTIN |
| Phone | 2103410577 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4503 Broadway St | AddressLine1Txt |
| City | San Antonio | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78209 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $349,180 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.headwaters-iw.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2017 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | Our mission is to preserve, restore and celebrate the rich natural, cultural, historical, spiritual and educational values of the headwaters of the San Antonio River, especially within the 53-acre Headwaters Sanctuary. We respond to the call for a sustainable relationship with God's creation by offering environmental education, reflective experiences on care of creation, and practical, hands-on volunteer opportunities to restore and protect the land. Headwaters at Incarnate Word is a nonprofit sponsored Earth care ministry of the Sisters of Charity of the Incarnate Word. | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 1 | TotalEmployeeCnt |
| Total Volunteers | 688 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $689,630 | PYContributionsGrantsAmt |
| CY Contributions Grants | $228,534 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $48,000 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $56,800 | CYProgramServiceRevenueAmt |
| PY Investment Income | $35,247 | PYInvestmentIncomeAmt |
| CY Investment Income | $23,006 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $772,877 | PYTotalRevenueAmt |
| CY Total Revenue | $308,340 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $86,989 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $86,837 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $33,307 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $172,232 | PYOtherExpensesAmt |
| CY Other Expenses | $160,371 | CYOtherExpensesAmt |
| PY Total Expenses | $259,221 | PYTotalExpensesAmt |
| CY Total Expenses | $247,208 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $513,656 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $61,132 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $6,640,373 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,746,463 | TotalAssetsEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $6,640,373 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $6,746,463 | NetAssetsOrFundBalancesEOYAmt |
| Mission | Our mission is to preserve, restore and celebrate the rich natural, cultural, historical, spiritual and educational values of the headwaters of the San Antonio River, especially within the 53-acre Headwaters Sanctuary. We respond to the call for a sustainable relationship with God's creation by offering environmental education, reflective experiences on care of creation, and practical, hands-on volunteer opportunities to restore and protect the land. Headwaters at Incarnate Word is a nonprofit sponsored Earth care ministry of the Sisters of Charity of the Incarnate Word. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $143,916 | ExpenseAmt |
| Desc | Habitat Restoration Program.Sanctuary Forest: Witness to Ecological Succession Prolonged drought and high spring/summer temperatures stressed some of our native Sanctuary trees over the past several years. In 2023, we noted a significant loss in our Hackberry tree population, trees that produce desirable berries for nesting birds. We have worked diligently to fell these hazard trees along our trails. The forest transition has accelerated under these climate pressures. Yet, we do see signs of recovery of diversity amid this change. Native saplings and understory plants are flourishing. The dormant native seed bank has responded, producing fields of Palo Verde and Dayflowers plus patches of Turks Cap and Pigeonberry. We continue our habitat restoration work to reduce the invasive plant population, augment the native seed supply, and provide more resources for our local and migratory wildlife. Along each trail, we view the land responding and healing.Phase I- Invasive Plant Management Program: Invasive plant species threaten the health of our Sanctuary forest by challenging our native trees longevity and reducing propagation rates for desired native plant species that local and migratory wildlife require for sustenance and shelter. These invaders were introduced by birds, wind, and water from neighboring properties. In 2023, Headwaters removed over 20,559 invasive plants, bringing the total removed since fall 2019 to 92,893. Two significant invasive species account for 87.6% of the plants removed, 47,469 Ligustrum (51.1%) and 33,899 Chinaberry (36.5%). By years end, 42.2% of the Sanctuary (21.2 acres) had been worked. This 18-zone management strategy is a multi-year commitment executed by volunteers and staff with limited assistance from hired tree crews as funds are available.Phase II - Forest Floor Restoration Project: The project entails disseminating native grass seed throughout the Sanctuary forest floor, creating a more robust native seed bank to compete with invasive seeds present. Native grasses support insects, birds, and small mammals by providing foraging materials, food sources, and host plants. These drought-tolerant and deep-rooted grasses help reduce erosion, increase carbon sequestration, and improve soil health. Seeding will be completed in 2024.Phase III - Professional Native Tree Surveys:Completed zone surveys provide GPS locations, tagging, and health/condition assessments for all native trees with diameters of six inches or greater. These surveys will provide certified arborist guidance for future forestry management to ensure a healthy diverse forest by addressing any pruning, interference, safety, and condition concerns. Sanctuary Upper Field A Wildlife Focal PointNative Prairie Program: The two-acre field surrounding the Circle of the Springs Garden has undergone two years of preparations for the installation of a native short grass prairie. The area has been fenced to protect future native grass plants from curious visitors until fully established. The prairie will provide food and nesting materials for wildlife as well as a backdrop to the Circle of the Springs Garden. The prairie installation, 13 native grass species, will begin in early 2024.Circle of the Springs Garden and Beyond:Headwaters continued to maintain the Sanctuarys 80-foot diameter Circle of the Springs Garden composed of 16 planting beds with 42 native pollinator plant species to support local and migratory wildlife. Spring and fall garden maintenance checks were performed at the Congregations Brackenridge Villa, Lourdes Grotto, Generalate, and historic Cemetery.Wildlife Protection Program:The Mexican Free-tail Bat Houses, a Mason Bee House, and an eight-gourd Purple Martin House were maintained on the Sanctuary Upper Field. ResearchSoil Health:To evaluate current soil conditions and set baseline measures as we work toward habitat improvements, Headwaters initiated soil surveys in May 2023 with guidance from Debbie Reid of the Greater Edwards Aquifer Alliance. A second survey in three to five years, subject to annual rainfall accumulations, will provide comparative data as we continue our restoration efforts.Butterfly and Bird Population:North American Butterfly Association surveys were performed in June and October 2023. Sixty to sixty-five percent of the butterfly species reported in San Antonio area surveys were also recorded in the Headwaters Sanctuary surveys. In addition to the eBird reports filed after each 2nd Friday Bird Walk by our guides, Bexar Audubon Society members have initiated surveys to record any presence of Great Egrets, Snowy Egrets, Western Cattle Egrets, Little Blue Herons, and Neotropic Cormorants, which have been disturbed in nearby Brackenridge Park. Donated Services (In-Kind) received for 2023 amounted to $184,313. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $18,464 | ExpenseAmt |
| Desc | Public Access ProgramDonated Services (In-Kind) received for 2023 amounted to $3,116. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $14,669 | ExpenseAmt |
| Desc | Environment Education Program:During Headwaters volunteer service sessions, practical knowledge and guidance in land stewardship were offered. Headwaters Sanctuary 2nd Friday Bird Walks, Guided Nature/Spiritual Walks, and Presentations were well received in spring and fall 2023. Community and school tours included a brief history of the ministry, of Headwaters Sanctuary, and an overview of our habitat programs. The Texas Master Naturalist Training Program, Alamo Area Chapter, curriculum now includes a Headwaters field trip each semester. Our session includes an overview of Headwaters history and mission; a Sanctuary tour to highlight habitat restoration and education programs; and a land management guided walk. Donated Services (In-Kind) received for 2023 amounted to $1,892. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $177,049 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | Yes (true) | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 6 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 1 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Pamela Ball | PersonNm |
| Phone | 2108282224 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4503 Broadway | AddressLine1Txt |
| City | San Antonio | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78209 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| Pamela Ball | |||||||
| Executive Dir. | 40.00 | 0.00 | Yes (X) | $77,000 | $0 | $0 | |
| Richard Duarte | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Sally Said PhD | |||||||
| Secretary | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Robert Boerner | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Jay Collins | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Bridget McDermott Flood | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Ryland Howard | |||||||
| Chairperson | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Patrick McGuire | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Sylvia Maddox | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $77,000 | TotalReportableCompFromOrgAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $228,534 | AllOtherContributionsAmt |
| Total Contributions | $228,534 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Lease Income | Desc |
| Total Revenue Column | $56,800 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $56,800 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $56,800 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $24,547 | TotalRevenueColumnAmt |
| Exclusion | $24,547 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $39,299 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $40,840 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$1,541 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,541 | TotalRevenueColumnAmt |
| Exclusion | -$1,541 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $308,340 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $56,800 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $23,006 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,000 | TotalAmt |
| Program Services | $70,070 | ProgramServicesAmt |
| Management And General | $2,310 | ManagementAndGeneralAmt |
| Fundraising | $4,620 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,947 | TotalAmt |
| Program Services | $3,592 | ProgramServicesAmt |
| Management And General | $118 | ManagementAndGeneralAmt |
| Fundraising | $237 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,890 | TotalAmt |
| Program Services | $5,360 | ProgramServicesAmt |
| Management And General | $177 | ManagementAndGeneralAmt |
| Fundraising | $353 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,477 | TotalAmt |
| Management And General | $4,477 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,575 | TotalAmt |
| Management And General | $8,575 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,241 | TotalAmt |
| Program Services | $2,241 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,781 | TotalAmt |
| Program Services | $6,781 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Habitat Restoration Program | $76,834 | $76,834 | ||
| Contract Labor | $26,000 | $5,200 | $20,280 | $520 |
| Grant Writer | $26,000 | $26,000 | ||
| Office Expense & Supplies | $2,173 | $1,334 | $286 | $553 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,290 | TotalAmt |
| Program Services | $5,637 | ProgramServicesAmt |
| Management And General | $629 | ManagementAndGeneralAmt |
| Fundraising | $1,024 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $247,208 | TotalAmt |
| Program Services | $177,049 | ProgramServicesAmt |
| Management And General | $36,852 | ManagementAndGeneralAmt |
| Fundraising | $33,307 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $750,851 | BOYAmt |
| EOY | $703,137 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $17,031 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $11,432 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,782 | BOYAmt |
| EOY | $5,599 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $346,424 | BOYAmt |
| EOY | $396,191 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,537,316 | BOYAmt |
| EOY | $5,641,536 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,640,373 | BOYAmt |
| EOY | $6,746,463 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $520,085 | BOYAmt |
| EOY | $553,413 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,120,288 | BOYAmt |
| EOY | $6,193,050 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,640,373 | BOYAmt |
| EOY | $6,746,463 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,640,373 | BOYAmt |
| EOY | $6,746,463 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $61,132 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $44,958 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | Yes (true) | AccountantCompileOrReviewInd |
Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FS Audited | false | FSAuditedInd |
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $124,083 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $125,793 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $598,187 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $689,630 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $228,534 | CurrentTaxYearAmt |
| Total | $1,766,227 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $124,083 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $125,793 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $598,187 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $689,630 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $228,534 | CurrentTaxYearAmt |
| Total | $1,766,227 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $613,086 | SubstantialContributorsTotAmt |
| Public Support Total170 | $1,153,141 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,555 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,723 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $54,071 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,042 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $24,547 | CurrentTaxYearAmt |
| Total | $97,938 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $1,864,165 | TotalSupportAmt |
| Public Support CY170 | 0.61860 | PublicSupportCY170Pct |
| Public Support PY170 | 0.60110 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preservation Public Use | Yes (X) | PreservationPublicUseInd |
| Protection Natural Habitat | Yes (X) | ProtectionNaturalHabitatInd |
| Preservation Open Space | Yes (X) | PreservationOpenSpaceInd |
| Historic Land Area | Yes (X) | HistoricLandAreaInd |
| Total Easements | 1 | TotalEasementsCnt |
| Total Acreage | 49 | TotalAcreageCnt |
| States Easements Held | 1 | StatesEasementsHeldCnt |
| Written Policy Monitoring | Yes (true) | WrittenPolicyMonitoringInd |
| Staff Hours Spent Enforcement | 10 | StaffHoursSpentEnforcementCnt |
| Expenses Incurred Enforcement | $3,850 | ExpensesIncurredEnforcementAmt |
| Section170h Rqr Stsfd | false | Section170hRqrStsfdInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $279,520 | BeginningYearBalanceAmt |
| Contributions | $68,500 | ContributionsAmt |
| Investment Earnings Or Losses | $8,823 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $356,843 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $128,500 | BeginningYearBalanceAmt |
| Contributions | $150,850 | ContributionsAmt |
| Investment Earnings Or Losses | $170 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $279,520 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributions | $128,500 | ContributionsAmt |
| End Year Balance | $128,500 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | false | RelatedOrgListSchRInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $17,031 | OtherCostOrOtherBasisAmt |
| Depreciation | $11,432 | DepreciationAmt |
| Book Value | $5,599 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $5,599 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (5 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Conservation Easement | $83,617 |
| Construction in Progess | $26,897 |
| Endowment-Cash | $356,843 |
| Headwaters Sanctuary Land | $5,165,780 |
| Land Improvements | $8,399 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $5,641,536 | TotalBookValueOtherAssetsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part II, Line 9: Organization Reporting of conservation easements. | FormAndLineReferenceDesc |
| Explanation | The total cost of the conservation easement agreement is capitalized in the Statement of Assets, Liabilities, and Net Assets on the organization's reviewed financial statements. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, Line 2 | The member of the corporation consists of those persons (as an institutional body) who are from time to time members of the General Council of a religious congregation of Roman Catholic sisters known as the Congregation of the Sisters of Charity of the Incarnate Word, San Antonio, Texas a non-profit Texas Corporation. This sole corporate member shall approve or disapprove any: amendment or restatement of the Articles of Incorporation or By-Laws of the corporation; change in direction from the policies on mission or philosophy of the corporation; merger, dissolution, or consolidation of the corporation; mortgage, sale, exchange or pledge of corporate property or assets; acquistion of real property; creation of a new corporation(s) or subsidiary; appointment or removal of the Director or a board trustee of the Corporation; annual capital and operational budgets. One member of the board is a member of the Congregation of Sisters of Charity of the Incarnate Word, a religous Roman Catholic order of Sisters which is a 501(c)(3) tax exempt charitable organization (EIN# 74-2790137). |
| Form 990, Part VI, Section A, Line 6 | The sole corporate member is and shall be those persons who are from time to time members of the General Council of the Roman Catholic Sisters of Charity of the Incarnate Word, San Antonio, Texas, a non-profit Texas corporation. This one corporate member shall approve or disapprove any: amendment or restatement of the Articles of Incorporation or By-Laws of the corporation; change in direction from the policies on mission or philosophy of the corporation; merger, dissolution, or consolidation of the corporation; mortgage, sale, exchange or pledge of corporate property or assets; acquistion of real property; creation of a new corporation(s) or subsidiary; appointment or removal of the Director or a board trustee of the Corporation; annual capital and operational budgets. |
| Form 990, Part VI, Section A, Line 7a | The sole corporate member is and shall be those persons who are from time to time members of the General Council of the religious congregation of Roman Catholic Sisters of Charity of the Incarnate Word, San Antonio, Texas, a non-profit Texas corporation. This one corporate member shall approve or disapprove any appointment or removal of the Director or a board trustee of the Corporation. The existing board of trustees recommends, to the corporate member, individuals for appointment to the board. |
| Form 990, Part VI, Section A, Line 7b | The sole corporate member is and shall be those persons who are from time to time members of the General Council of the religious congregation of Roman Catholic Sisters of Charity of the Incarnate Word, San Antonio, Texas, a non-profit Texas corporation. This one corporate member shall approve or disapprove any: amendment or restatement of the Articles of Incorporation or By-Laws of the corporation; change in direction from the policies on mission or philosophy of the corporation; merger, dissolution, or consolidation of the corporation; mortgage, sale, exchange or pledge of corporate property or assets; acquistion of real property; creation of a new corporation(s) or subsidiary; appointment or removal of the Director or a board trustee of the Corporation; annual capital and operational budgets. |
| Form 990, Part VI, Section B, Line 11b | The federal form 990 is reviewed in detail by management with the independent accounting firm who prepared it. The 990 will be circulated via email by the Executive Director to each board member in PDF format for review and will be subsequently filed with the IRS. |
| Form 990, Part VI, Section B, Line 12c | Board members have received Conflict of Interest Policy and other organizational policies at board meetings and were discussed at board meetings. |
| Form 990, Part VI, Section B, Line 15a | The Executive Director's compensation is included as a component of the operating budget which is approved by the board of directors. |
| Form 990, Part VI, Section B, Line 15b | The Associate Director's compensation is included as a component of the operating budget which is approved by the board of directors. |
| Form 990, Part VI, Section C, Line 19 | Governing documents, policies, and financial statements are made available upon receipt of a written request from the requesting party. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Srs of Charity of Incarnate Word | |||||||||||
| 4503 Broadway | San Antonio | TX | 78209 | 742790137 | Roman Catholic order of Women, religious | TX | 501(c)(3) | Line 1 | NA | false | |
| Visitation Hospitality House of SA | |||||||||||
| 830 W Mulberry Ave | San Antonio | TX | 78212 | 742447137 | Assist with needs of low income women | TX | 501(c)(3) | Line 7 | NA | false | |
| University of the Incarnate Word | |||||||||||
| 4503 Broadway | San Antonio | TX | 78209 | University | TX | false | N/A | ||||
| The Village at Incarnate Word | |||||||||||
| 4707 Broadway | San Antonio | TX | 78209 | Senior Living Facility | TX | false | N/A | ||||
| CHRISTUS HEALTH | |||||||||||
| 919 Hidden Ridge | Irving | TX | 75038 | 760590551 | Health Care | TX | false | N/A | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (true) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Srs of Charity of Incarnate Word | ||
| c | $31,833 | Cash |
| University of the Incarnate Word | ||
| j | $56,800 | Cash |
Comments