HEADWATERS AT INCARNATE WORD INC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- HEADWATERS AT INCARNATE WORD INC (EIN 46-5515608)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-19
- IRS object ID
- 202231399349301758
- Schema version
- 2021v4.0
- 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 | 2022-05-19T12:52:25-07:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 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 | 2022-05-19 | 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 |
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 | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $682,640 | 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 | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 1 | TotalEmployeeCnt |
| Total Volunteers | 499 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $125,793 | PYContributionsGrantsAmt |
| CY Contributions Grants | $598,187 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $48,000 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $48,000 | CYProgramServiceRevenueAmt |
| PY Investment Income | $13,855 | PYInvestmentIncomeAmt |
| CY Investment Income | $19,381 | CYInvestmentIncomeAmt |
| PY Other Revenue | $310 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $187,958 | PYTotalRevenueAmt |
| CY Total Revenue | $665,568 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $81,939 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $86,001 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $33,251 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $78,664 | PYOtherExpensesAmt |
| CY Other Expenses | $131,061 | CYOtherExpensesAmt |
| PY Total Expenses | $160,603 | PYTotalExpensesAmt |
| CY Total Expenses | $217,062 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $27,355 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $448,506 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $5,771,354 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,231,513 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $16,397 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $5,754,957 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $6,231,513 | 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 | $139,019 | ExpenseAmt |
| Desc | Ecological Restoration and Preservation Program: Native Habitat Corridor Vision - Land Stewardship on 75 Urban AcresThe Headwaters ecological restoration vision encompasses the Headwaters Sanctuary, a 53-acre urban riparian forest; the adjacent properties owned by the Congregation of the Sisters of Charity of the Incarnate Word including the Lourdes Grotto, Generalate, and Brackenridge Villa 6-acre landscape; and The Village at Incarnate Word, a 16-acre senior-living community. The plan addresses the need for an unfragmented native habitat corridor to support diverse native wildlife and migratory species in a growing urban center, while simultaneously providing visitors a connection to nature.The Headwaters staff and our community volunteers engaged in the practical, hands-on restoration and protection of local natural resources within this corridor. Headwaters offered supervised volunteer sessions every Wednesday and Saturday morning throughout the year, pausing Saturdays only in August. An additional volunteer session on the 2nd Monday of each month allocated time for maintenance of native pollinator gardens on adjacent congregational properties. Headwaters staff and dedicated volunteers prepared and maintained trails, cleared debris, removed invasive species, and planted and maintained native plants.The following organizations had members volunteer in 2021: Alamo Area Chapter of the Texas Master Naturalist, Boy Scouts of America, Incarnate Word High School, Teens Give Back, National Charity League, St. Marys Hall High School, Young Mens Service League, Trinity University, University of the Incarnate Word, University of Texas at San Antonio, Native Plant Society, River Aid San Antonio, Wellmed Medical Management, Inc., BASIS San Antonio North Central, USAA, St. Marys University, CHRISTUS Santa Rosa Health Care, Winston Churchill High School, Holy Spirit Catholic Church, US Air Force, The Village at Incarnate Word, Spurs Basketball, Culligan Southwest, Inc., and Kyms Kids of San Antonio. A total of 472 volunteers contributed 5,272 service hours to Headwaters ecological restoration programs and projects during 2021. Headwaters Sanctuary Programs and ProjectsInvasive Plant Management Program (IPMP)Initiated in September 2019, the program is a zone-management approach to the removal of invasive plants within the Headwaters Sanctuary. At the programs inception, Headwaters estimated that over forty percent of the Sanctuary canopy was composed of invasive plants, limiting the biodiversity on the property. Removal of 2 and 3-story multi-trunk Ligustrum plants, the most significant invasive plant impacting the canopy, will permit the reemergence of a robust native plant habitat for local and migratory wildlife populations and the enjoyment of all visitors. The program framework requires initial removal of invasive plants and subsequent regrowth monitoring of each zone for three years. Work sessions afford Headwaters staff opportunities to discuss program objectives with volunteers and visitors. Participants learn how their personal landscape choices impact all greenspaces in the area.In 2021, Headwaters estimated 25,289 invasive plants were removed from the Sanctuary and 8,346 of those plants were Ligustrum, 33.0%. The program to date, 38,304 invasive plants have been removed, 17,554 were Ligustrum (45.8%) and 15,886 were Chinaberry (41.5%). Creekbank Restoration ProgramBlue Hole Outflow AreaInitiated in November 2020, Headwaters and the San Antonio River Authority (SARA) collaborated in a project to restore the embankment between the Blue Hole and the pedestrian Red Bridge, within the Headwaters Sanctuary and on Congregational land. SARA removed invasive trees and shrubs from the embankment. Headwaters staff and volunteers immediately installed 325 riparian plants along the cleared embankment. Following a severe 2021 winter storm which delivered substantial snowfall and a week of freezing temperatures, Headwaters returned to the creekbank site to install an additional 280 riparian plantsAdditional planting efforts may be necessary to ensure embankment vegetation coverage and mitigate potential erosion. As we remove invasive plants in zones along the Olmos Creek, future creekbank restoration areas will be planned as needed.Prairie Restoration ProgramUpper FieldPlans were developed to transform the two acres surrounding the Circle of the Springs Garden on the Sanctuary Upper Field to a native grass prairie composed of eleven species which will provide seed, forage, nesting, and denning materials for wildlife. An experienced consultant company was secured to facilitate the transformation. The prairie, once established, will be the only native grass prairie in downtown San Antonio.Circle of the Springs GardenUpper FieldThe Circle of the Springs Garden provides a focal point for Headwaters Sanctuary Upper Field venue. A circular design with an 80-ft diameter, the garden is composed of 16 planting beds to inspire visitors to utilize sustainable native pollinating plants, common to our eco-regions, in their landscapes. The mature garden highlights groundcover, perennial, and small shrub options, 42 plant species, while mindful of 3-season blooming and array of color. The garden was maintained weekly in 2021. Adjacent Congregational Properties Programs and ProjectsNative Pollinator GardensLourdes Grotto, Brackenridge Villa, and GeneralateAn additional native pollinator habitat was installed by Headwaters staff and volunteers at the Congregations administration building, the Generalate, in April 2021. The University of the Incarnate Word Grounds staff collaborated with Headwaters by mechanically removing the large invasive Nandina shrubs to clear areas for a new planting scheme. Once the beds were prepared, 194 native pollinator plants were installed ranging from flowering understory trees to perennials to winter-berrying shrubs.The native plant pollinator gardens at the Congregations historic Brackenridge Villa and Lourdes Grotto, established in 2017-2019, were maintained by Headwaters. Bees, butterflies, and birds were observed in the garden throughout the year. Monarch butterflies utilize the gardens during their seasonal migrations. Both sites are frequently visited by visitors, students, and campus employees.The Village Habitat Restoration Project The Village at Incarnate WordCompleted in late 2020, the native plant habitat project encompasses three distinct areas: The Village Main Entrance, the DeMatel Entrance, and the CHRISTUS Heritage Hall Courtyard. Residents, staff, and visitors of the senior-living community, The Village at Incarnate Word, may grow closer to nature by experiencing accessible native habitats within the property. Headwaters maintained these habitats in the spring and fall.Donated Services (In-Kind) received for 2021 amounted to $150,591. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $8,654 | ExpenseAmt |
| Desc | Environment Education Program:During Headwaters volunteer sessions, practical knowledge and guidance in land stewardship were offered. Additionally, Headwaters resumed its Sanctuary 3rd Friday Bird Walks and Guided Nature/Spiritual Walks in fall 2021. Robust community response to our event postings resulted in capacity attendance. Indoor programming will resume in 2022.Donated Services (In-Kind) received for 2021 amounted to $913. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $147,673 | 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 | 2 | 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 | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (12 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) | $73,500 | $0 | $0 | |
| Sister M Margaret Bright CCVI | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $24,000 | Yes (X) | |
| Sister Jean Durel CCVI | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $24,000 | Yes (X) | |
| Weir Labatt | |||||||
| Chairperson | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Sally Said PhD | |||||||
| Secretary | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Robert Boerner | |||||||
| 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 | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Roland Mazuca | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Gary Perez | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Olivia Tapia | |||||||
| 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 | $73,500 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $48,000 | TotalOtherCompensationAmt |
| 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 | $598,187 | AllOtherContributionsAmt |
| Total Contributions | $598,187 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Lease Income | Desc |
| Total Revenue Column | $48,000 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $48,000 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $48,000 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,071 | TotalRevenueColumnAmt |
| Exclusion | $6,071 | 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 | $30,382 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $17,072 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $13,310 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,310 | TotalRevenueColumnAmt |
| Exclusion | $13,310 | 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 | $665,568 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $48,000 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $19,381 | 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 | $73,500 | TotalAmt |
| Program Services | $67,620 | ProgramServicesAmt |
| Management And General | $2,205 | ManagementAndGeneralAmt |
| Fundraising | $3,675 | 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 | $6,878 | TotalAmt |
| Program Services | $6,328 | ProgramServicesAmt |
| Management And General | $206 | ManagementAndGeneralAmt |
| Fundraising | $344 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,623 | TotalAmt |
| Program Services | $5,173 | ProgramServicesAmt |
| Management And General | $169 | ManagementAndGeneralAmt |
| Fundraising | $281 | 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 | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,300 | TotalAmt |
| Management And General | $8,300 | 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 | $1,786 | TotalAmt |
| Program Services | $1,786 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,779 | TotalAmt |
| Program Services | $6,779 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Ecological Restoration Program | $48,133 | $48,133 | ||
| Contract Labor | $31,775 | $6,990 | $24,467 | $318 |
| Grant Writer | $24,000 | $24,000 | ||
| Printing and Publications | $2,420 | $2,420 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,868 | TotalAmt |
| Program Services | $4,864 | ProgramServicesAmt |
| Management And General | $791 | ManagementAndGeneralAmt |
| Fundraising | $2,213 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $217,062 | TotalAmt |
| Program Services | $147,673 | ProgramServicesAmt |
| Management And General | $36,138 | ManagementAndGeneralAmt |
| Fundraising | $33,251 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,847 | BOYAmt |
| EOY | $365,093 | 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 | $17,462 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $7,894 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,568 | BOYAmt |
| EOY | $9,568 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $431,542 | BOYAmt |
| EOY | $478,955 | 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 | $5,249,397 | BOYAmt |
| EOY | $5,377,897 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,771,354 | BOYAmt |
| EOY | $6,231,513 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,397 | BOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,397 | 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 | $567,757 | BOYAmt |
| EOY | $617,855 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,187,200 | BOYAmt |
| EOY | $5,613,658 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,754,957 | BOYAmt |
| EOY | $6,231,513 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,771,354 | BOYAmt |
| EOY | $6,231,513 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $448,506 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $28,050 | 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 | $98,832 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $94,998 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $124,083 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $125,793 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $598,187 | CurrentTaxYearAmt |
| Total | $1,041,893 | 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 | $98,832 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $94,998 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $124,083 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $125,793 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $598,187 | CurrentTaxYearAmt |
| Total | $1,041,893 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $388,495 | SubstantialContributorsTotAmt |
| Public Support Total170 | $653,398 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,939 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,369 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,555 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,723 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $54,071 | CurrentTaxYearAmt |
| Total | $85,657 | 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 | $1,127,550 | TotalSupportAmt |
| First5 Years170 | Yes (X) | First5Years170Ind |
| Public Support CY170 | 0.00000 | PublicSupportCY170Pct |
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 | 20 | StaffHoursSpentEnforcementCnt |
| Expenses Incurred Enforcement | $1,682 | ExpensesIncurredEnforcementAmt |
| Section170h Rqr Stsfd | false | Section170hRqrStsfdInd |
CY Endwmt Fund CYEndwmtFundGrp
| 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 | $17,462 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,894 | DepreciationAmt |
| Book Value | $9,568 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $9,568 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Conservation Easement | $83,617 |
| Endowment-Cash | $128,500 |
| Headwaters Sanctuary Land | $5,165,780 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $5,377,897 | 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, Line 2: Description of Business or Family Relationship of Officers, Directors, Et | 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. Two members of the board are members 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, Line 6: Explanation of Classes of Members or Shareholder | 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, Line 7a: How Members or Shareholders Elect Governing Body | 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, Line 7b: Describe Decisions of Governing Body Approval by Members or Shareholders | 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, Line 11b: Form 990 Review Process | 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, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | 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, Line 15a: Compensation Review & Approval Process - CEO, Top Management | 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, Line 15b: Compensation Review and Approval Process for Officers and Key Employees | 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, Line 19: Other Organization Documents Publicly Available | 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 | |||||||||||
| 945 W Huisache | San Antonio | TX | 78201 | 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 | ||||
| Incarnate Word Foundation | |||||||||||
| 5257 Shaw Ave Ste 309 | St Louis | MO | 63110 | Foundation | MO | false | N/A | ||||
| The Village at Incarnate Word | |||||||||||
| 4707 Broadway | San Antonio | TX | 78209 | Senior Living Facility | 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 (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Srs of Charity of Incarnate Word | ||
| c | $2,000 | Cash |
| University of the Incarnate Word | ||
| j | $48,000 | Cash |
| Incarnate Word Foundation | ||
| c | $60,000 | Cash |
Comments