2022-11-14T12:29:29-06:00 2021-12-31 410746749 CLIFTONLARSONALLEN LLP 9901 IH-10 WEST STE 350 SAN ANTONIO TX 78230 990 2021-01-01 460561240 POLISH HERITAGE CENTER AT PANNA MARIA FOUNDATION POLI 7203396430 PO BOX 25 PANNA MARIA TX 78144 ANGELICA DOCOG EXECUTIVE DIRECTOR 7203396430 2022-11-13 1 ANGELICA DOCOG 999009999 JENNIFER SIEMER P01263648 2102987900 2022-11-13 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z ANGELICA DOCOG 13909 N FM 81 PANNA MARIA TX 78144 2037298 0 1 X HTTPS://POLISHHERITAGECENTERTX.ORG X 2011 TX CONSERVE, PRESERVE AND PROMOTE THE HERITAGE OF PANNA MARIA AND EDUCATE DESCENDANTS. 12 12 4 30 0 0 3333214 2033318 0 0 835 836 0 2372 3334049 2036526 10000 0 0 0 67152 223783 14310 0 119686 156385 454392 247847 678175 3086202 1358351 13731497 14789818 2405263 2105233 11326234 12684585 X TO RETAIN FOR POSTERITY, AND KEEP VIBRANT AND RELEVANT, THE HISTORY, VALUES, BELIEFS, CUSTOMS AND TRADITIONS OF THE POLISH SETTLERS AND THEIR DESCENDANTS AT THIS FIRST AND OLDEST PERMANENT POLISH SETTLEMENT IN AMERICA, AND TO INSPIRE, ENGAGE, AND EDUCATE VISITORS AND DESCENDANTS. 0 0 383950 TO PRESERVE, TO CONSERVE, AND TO PROMOTE THE HERITAGE SETTLERS OF PANNA MARIA AND TEXAS THROUGH EXHIBITS AND GUIDED TOURS OF THE HISTORY OF THE SETTLERS IN A FACILITY DEDICATED TO PRESERVING THE HISTORY. THE FACILITY OPENED IN JULY 2021 AND HAD 1,229 VISITORS IN 2021. 383950 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 12 0 1 4 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 1 0 0 0 1 1 0 1 0 0 0 1 1 1 0 0 0 1 1 0 X ANGELICA DOCOG 7203396430 13909 N FM 81 PANNA MARIA TX 78144 BISHOP EMERITUS JOHN W YANTA CHAIR 10.00 X X 0 0 0 ALOYS NOTZON VICE CHAIR 35.00 X X 0 0 0 JOE JAMES YANTA VICE PRESIDENT 6.00 X X 0 0 0 RANDY PAWELEK ASSISTANT VICE CHAIR 1.00 X X 0 0 0 BETTY KOWALIK TREASURER 45.00 X X 0 0 0 SAM KOTARA SECRETARY 1.00 X X 0 0 0 JOHN W CEBROWSKI DIR OF DEVELOP 6.00 X 0 0 0 FATHER WIESLAW IWANIEC DIRECTOR 1.00 X 0 0 0 LAMBERT TITZMAN DIRECTOR 1.00 X 0 0 0 LAURA KRAWIETZ DYLLA DIRECTOR 1.00 X 0 0 0 DR JIM MAZURKIEWICZ DIRECTOR 1.00 X 0 0 0 SUSAN MOCZYGEMBA MCKINSEY DIRECTOR 20.00 X 0 0 0 ANGELICA DOCOG EXECUTIVE DIRECTOR 40.00 X 70000 0 13311 70000 0 13311 0 0 0 0 KELLER-MARTIN CONSTRUCTION INC 4930 ENTERPRISE DRIVE SAN ANTONIO TX 78249 SITE WORK 172232 1 2033318 2033318 836 836 3144 772 2372 2372 2036526 2372 0 836 83311 83311 119587 89827 29760 6381 788 5593 14504 6872 5355 2277 12288 12288 22200 22200 22625 22625 116439 30734 21426 64279 31159 7789 23370 40204 40204 1573 1573 21101 21101 156824 156824 29950 14975 14975 MISCELLANEOUS 29 29 678175 383950 174539 119686 775697 1557941 836424 838059 23723 2658 12545540 164036 452145 12381504 11643508 9656 13731497 14789818 8763 5861 365150 365150 1763944 1659222 267406 75000 2405263 2105233 X 11326234 12684585 11326234 12684585 13731497 14789818 1358351 0 X 0 0 0 X 992924 1468682 3119646 3333214 2036432 10950898 992924 1468682 3119646 3333214 2036432 10950898 3659013 7291885 293 869 835 836 2833 10953731 0.66570 0.64240 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 452031 452031 12004180 153708 11850472 82003 3002 79001 7326 7326 0 12381504 RETAINAGE PAYABLE 75000 75000 SAM KOTARA DIRECTOR BUILDING CONSTRUCTION X 365150 365150 0 1 1 365150 FORM 990, PART VI, SECTION A, LINE 2 LINE 2 EXPLANATION - BISHOP JOHN W. YANTA AND JOE YANTA HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 6 THE CORPORATION SHALL HAVE ONE CLASS OF MEMBERS. THE NUMBER OF MEMBERS SHALL BE FIVE. THE NUMBER MAY BE INCREASED BY A MAJORITY VOTE OF THE MEMBERS. ONCE INCREASED, SUCH NUMBER MAY BE DECREASED, BUT NOT BELOW FIVE, BY THE AFFIRMATIVE VOTE OF A MAJORITY OF THE MEMBERS. EACH MEMBER SHALL BE ENTITLED TO ONE VOTE ON EACH MATTER SUBMITTED TO A VOTE OF THE MEMBERS. THE MEMBERS SHALL HAVE THE DUTY TO SEE THAT THE PURPOSES OF THE CORPORATION, AS STATED IN ITS CERTIFICATE OF FORMATION, ARE FULFILLED AND THAT ALL ACTIVITIES OF THE CORPORATION ARE CONSISTENT WITH THOSE PURPOSES AND CONSISTENT WITH MAINTAINING THE CORPORATION'S EXEMPT ORGANIZATION STATUS. THE MEMBERS SHALL HAVE THE AUTHORITY, POWER AND DUTY TO OVERTURN ANY ACTION OF THE BOARD OF DIRECTORS OF THE CORPORATION OR ANY COMMITTEE OF THE BOARD OR ANY OFFICER, EMPLOYEE OR AGENT OF THE CORPORATION THAT THE MEMBERS DEEM INCONSISTENT WITH THE PURPOSES OF THE CORPORATION OR THE CORPORATION'S EXEMPT ORGANIZATION STATUS. FORM 990, PART VI, SECTION A, LINE 7A THE CORPORATION SHALL HAVE ONE CLASS OF MEMBERS. THE NUMBER OF MEMBERS SHALL BE FIVE. THE NUMBER MAY BE INCREASED BY A MAJORITY VOTE OF THE MEMBERS. ONCE INCREASED, SUCH NUMBER MAY BE DECREASED, BUT NOT BELOW FIVE, BY THE AFFIRMATIVE VOTE OF A MAJORITY OF THE MEMBERS. EACH MEMBER SHALL BE ENTITLED TO ONE VOTE ON EACH MATTER SUBMITTED TO A VOTE OF THE MEMBERS. FORM 990, PART VI, SECTION A, LINE 8B NO COMMITTEE HAS BEEN GRANTED THE AUTHORITY TO ACT ON BEHALF OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B LINE 11A EXPLANATION - THE FORM 990 IS PREPARED BY THE ORGANIZATION'S INDEPENDENT PUBLIC ACCOUNTING FIRM BASED ON THE INFORAMTION PROVIDED BY MANAGEMENT. ONCE THE RETURN IS PREPARED, A DRAFT IS PROVIDED TO THE ORGANZATION'S MANAGEMENT FOR REVIEW AND ANY CHANGES ARE INCORPORATED IN THE DOCUMENT. ONCE THE CHANGES ARE COMPLETE, A FINAL DRAFT OF THE RETURN IS PROVIDED TO THE BOARD OF DIRECTORS PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12 TO ENSURE THE FOUNDATION OPERATES IN A MANNER CONSISTENT WITH CHARITABLE PURPOSES AND DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS TAX-EXEMPT STATUS, PERIODIC REVIEWS SHALL BE CONDUCTED. THE PERIODIC REVIEWS SHALL, AT A MINIMUM, INCLUDE THE FOLLOWING SUBJECTS: A) WHETHER COMPENSATION ARRANGEMENTS AND BENEFITS ARE REASONABLE, BASED ON COMPETENT SURVEY INFORMATION, AND THE RESULT OF ARM'S LENGTH BARGAINING; AND B) WHETHER PARTNERSHIPS, JOINT VENTURES, AND ARRANGEMENTS WITH MANAGEMENT ORGANIZATIONS CONFORM TO THE FOUNDATION'S WRITTEN POLICIES, ARE PROPERLY RECORDED, REFLECT REASONABLE INVESTMENT OR PAYMENTS FOR GOODS AND SERVICES, FURTHER CHARITABLE PURPOSES AND DO NOT RESULT IN INUREMENT, IMPERMISSIBLE PRIVATE BENEFIT OR IN AN EXCESS BENEFIT TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15 RESEARCH WAS CONDUCTED ONLINE AND IN PERSON TO COLLECT DATA TO BE USED IN THE DEVELOPMENT OF JOB DESCRIPTIONS AND COMPENSATION PACKAGES FOR ALL PHC POSITIONS INCLUDING: EXECUTIVE DIRECTOR, DIRECTOR OF OPERATIONS, LIBRARIAN/ARCHIVIST AND EDUCATION/OUTREACH DIRECTOR. SOURCES OF INFORMATION INCLUDE BUT ARE NOT LIMITED TO: AMERICAN ALLIANCE OF MUSEUMS, THE UNIVERSITY OF TEXAS, TEXAS A&M UNIVERSITY, MUSEUMS WHO WERE ADVERTISING SIMILAR POSITION OPENINGS, AND WEBSITES SUCH AS SALARIES.COM. THE PACKAGES WERE DEVELOPED BY COMPARING POSITIONS NATIONALLY AND IN THE SAN ANTONIO AREA WITH THOSE OF SIMILAR RESPONSIBILITY AND SKILL LEVEL NEEDED TO PERFORM EACH POSITION'S DUTIES. UPON COMPLETION OF THE RESEARCH, A SALARY SCHEDULE WAS COMPILED UTILIZING A STARTING MINIMUM, A MIDPOINT, AND A MAXIMUM SALARY FOR EACH POSITION. IN ADDITION, THE COMPENSATION PACKAGE INCLUDES HEALTH, DENTAL AN VISION INSURANCE FOR EACH EMPLOYEE. THE COMPENSATION WAS DISCUSSED AND APPROVED BY THE BOARD BOTH BEFORE HIRING AND IN THE ADOPTED BUDGET. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVIALABLE TO THE PUBLIC UPON REQUEST.