2019-06-20T14:42:05-05:00 2018-12-31 203992693 RANDY WALKER & CO 7800 IH 10 WEST STE 505 SAN ANTONIO TX 78230 990 2018-01-01 742828178 CHILDRENS BEREAVEMENT CENTER OF SOUTH TEXAS CHIL 2107364847 205 W OLMOS SAN ANTONIO TX 782121960 ROBERTO RIOS TREASURER 2107364847 2019-06-19 1 RANDY L WALKER CPA P00963779 2103669430 23.116.216.57 2019-06-19 10:08:39 CD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 6565F551AD94B86FE1FFF6B2A41D26030FB74064 2018 2019-02-21 02:37:17Z MARIAN SOKOL PHD MPH 205 W OLMOS SAN ANTONIO TX 782121960 2318885 0 X WWW.CBCST.ORG X 1997 TX TO FOSTER HEALING FOR GRIEVING YOUTH, THEIR FAMILIES AND THE COMMUNITY THROUGH PEER SUPPORT PROGRAMS, COUNSELING, TRAINING, EDUCATION AND OUTREACH. 24 24 31 250 0 0 1853644 2240984 20360 28571 11273 12620 -92536 -40202 1792741 2241973 30822 38103 0 0 1257067 1352885 0 0 208052 692635 868337 1980524 2259325 -187783 -17352 3873865 4494099 171149 840568 3702716 3653531 X TO FOSTER HEALING FOR GRIEVING YOUTH, THEIR FAMILIES AND THE COMMUNITY THROUGH PEER SUPPORT PROGRAMS, COUNSELING, TRAINING, EDUCATION AND OUTREACH. 1 0 1703717 37427 28571 CHILD SERVICESTOTAL PEER SUPPORT PROGRAM SERVICES: 1,250 UNDUPLICATED INDIVIDUALS WITH 15,941 HOURS OF SERVICE._________________TOTAL INDIVIDUAL AND FAMILY COUNSELING: 577 UNDUPLICATED INDIVIDUALS WITH 5,050 HOURS OF SERVICE._________________TOTAL FAMILY ASSESSMENTS: 1,637 UNDUPLICATED INDIVIDUALS WITH 3,128 HOURS OF SERVICE._________________WORKSHOPS, CAMPS, AND EXTERNAL GROUPS: 690 UNDUPLICATED INDIVIDUALS WITH 5,373 HOURS OF SERVICE. CONTINUED ON SCHEDULE O_________________THE WONDERS & WORRIES PROGRAM PROVIDES COUNSELING SUPPORTS TO CHILDREN WHEN A MEMBER OF THEIR FAMILY HAS RECEIVED A DEVASTATING DIAGNOSIS. IN 2018, 127 CHILDREN WERE PROVIDED 471 HOURS OF COUNSELING SUPPORTS._________________PALOMA PLACE, LOCATED AT 140 PALOMA DRIVE IN FLORESVILLE, OFFERS A FULL RANGE OF COUNSELING AND SUPPORT SERVICES FOR INDIVIDUALS AND FAMILIES WHO HAVE SUFFERED THE LOSS OF A LOVED ONE, ARE COPING WITH A CRISIS, OR WHO NEED SUPPORT FOLLOWING A TRAUMA IN THEIR LIFE. PALOMA PLACE IS A SATELLITE OF CHILDREN'S BEREAVEMENT CENTER OF SOUTH TEXAS, AND A JOINT PROJECT WITH THE UTSA ACADEMY FOR CRISIS AND TRAUMA COUNSELING.ESTABLISHED IN RESPONSE TO THE TRAGEDY AT SUTHERLAND SPRINGS FIRST BAPTIST CHURCH, PALOMA PLACE SERVICES ADDRESS THE NEEDS OF GRIEVING CHILDREN AND FAMILIES, AS-WELL-AS OTHER NEEDS THAT CAN HINDER HEALTHY LIVING AND RELATIONSHIPS. SERVICES INCLUDE:- INDIVIDUAL COUNSELING FOR CHILDREN, TEENS, AND ADULTS- PLAY THERAPY- MARRIAGE AND COUPLE COUNSELING- FAMILY COUNSELING- ACTIVE MILITARY & VETERAN COUNSELING- SUPPORT FOR CHILDREN/TEENS WITH A SERIOUSLY ILL PARENT OR SIBLING- SUPPORT GROUPS- GRIEF CAMPS FOR CHILDREN AND TEENSPALOMA PLACE SERVICES ARE PROVIDED BY STATE-LICENSED PROFESSIONAL COUNSELORS OR GRADUATE LEVEL INTERNS FROM THE UNIVERSITY OF TEXAS AT SAN ANTONIO. 184527 676 COMMUNITY OUTREACH SERVICES (TRAINING, EDUCATION, AND OUTREACH): 10,884 UNDUPLICATED INDIVIDUALS WITH 35,254 HOURS OF SERVICE. 1888244 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 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 26 0 1 31 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 24 24 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X X BLAIR THOMPSON 2107364847 205 W OLMOS SAN ANTONIO TX 782121960 MALLORY AHL DIRECTOR 2.00 X 0 0 0 JESSICA BERG DIRECTOR 2.00 X 0 0 0 BARBARA CANTRELL DIRECTOR 2.00 X 0 0 0 KATY CORRIGAN DIRECTOR 2.00 X 0 0 0 TOM COYLE DIRECTOR 2.00 X 0 0 0 LAUREN FERRERO DIRECTOR 2.00 X 0 0 0 ROSE MARY FRY DIRECTOR 2.00 X 0 0 0 JEFFREY HETRICK DIRECTOR 2.00 X 0 0 0 ANDREW HIMOFF DIRECTOR 2.00 X 0 0 0 JIMMIE KEENAN DIRECTOR 2.00 X 0 0 0 BEN PRESSENTIN DIRECTOR 2.00 X 0 0 0 RAJIV RAJANI MD DIRECTOR 2.00 X 0 0 0 CURTIS RUDER DIRECTOR 2.00 X 0 0 0 RYAN SULLIVAN DIRECTOR 3.00 X 0 0 0 CANDACE TOTTENHAM DIRECTOR 2.00 X 0 0 0 DEBRA F WEEMS DIRECTOR 2.00 X 0 0 0 TY WEST DIRECTOR 2.00 X 0 0 0 JENIFER YI DIRECTOR 2.00 X 0 0 0 FRANK ZOCH DIRECTOR 2.00 X 0 0 0 JACQUI PEACE CHAIRMAN 2.00 X X 0 0 0 BILL DAY IMMEDIATE PAST CHAIR 2.00 X X 0 0 0 SCOTT GRUENDLER VICE CHAIR 2.00 X X 0 0 0 ROBERTO BOBBY RIOS TREASURER 2.00 X X 0 0 0 CONNIE GILBERT SECRETARY 2.00 X X 0 0 0 MARIAN G SOKOL PHD MPH EXECUTIVE DIRECTOR 40.00 X 119000 0 0 BLAIR MCKAY THOMPSON III MANAGING DIRECTOR 40.00 X 87511 0 5340 206511 0 5340 1 0 0 0 0 303073 367562 1570349 2240984 TRAINING REVENUE 900099 28571 28571 28571 12620 12620 36710 303073 76912 -40202 -40202 2241973 28571 0 -27582 38103 38103 211852 170829 16764 24259 970251 782377 76773 111101 6620 5338 524 758 66196 53378 5238 7580 97966 78996 7752 11218 153068 132873 8835 11360 41825 23605 13972 4248 105468 81946 11879 11643 141164 128136 2708 10320 28620 26047 1716 857 25130 16661 5897 2572 126424 121622 2402 2400 27398 25294 1373 731 SUPPLIES AND FOOD 100132 94835 4327 970 REPAIRS AND MAINTENANCE 57216 54886 1210 1120 PRINTING & PUBLICATIONS 52000 44020 1659 6321 EVENTS 9892 9298 0 594 2259325 1888244 163029 208052 570130 364172 202948 53678 94234 411455 50567 42911 3524226 952165 1886223 2572061 1069763 1049822 3873865 4494099 79399 65518 91750 90050 0 685000 171149 840568 X 3285549 3351282 417167 302249 3702716 3653531 3873865 4494099 -17352 -31833 0 X X 0 1 X 1 0 X 1250178 1233800 1901390 1853644 2240984 8479996 1250178 1233800 1901390 1853644 2240984 8479996 527932 7952064 31247 32692 19643 11273 12620 107475 873 873 8588344 104524 0.92590 0.91970 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2014 AMOUNT: $ 873. 2015 AMOUNT: $ 0. 2016 AMOUNT: $ 0. 2017 AMOUNT: $ 0. 2018 AMOUNT: $ 0. 107832 107832 2902771 580680 2322091 427534 315250 112284 86089 56235 29854 2572061 2601822 -31833 391682 359849 2241973 0 2241973 2651007 391682 391682 2259325 0 2259325 SPECIAL EVENTS 339783 303073 36710 76912 339783 303073 36710 76912 76912 -40202 1 INTERN STIPENDS 14 38103 PART I, LINE 2: THE SELECTION CRITERIA FOR ASSOCIATE COUNSELORS INCLUDES PREVIOUS EXPERIENCE AS A VOLUNTEER FACILITATOR WITH THE CENTER, WHICH MEANS THEY HAVE MET ALL CRITERIA TO BECOME A VOLUNTEER FACILITATOR INCLUDING COMPLETION OF A VOLUNTEER APPLICATION, AN IN-PERSON INTERVIEW, CRIMINAL BACKGROUND CHECK, AND SUCCESSFUL COMPLETION OF VOLUNTEER FACILITATOR TRAINING. ONCE THESE CRITERIA HAVE BEEN MET AND THE VOLUNTEER HAS BEEN AN ACTIVE FACILITATOR, THEY CAN BECOME ELIGIBLE TO BE CONSIDERED FOR AN ASSOCIATE COUNSELOR ROLE. STAFF COUNSELORS IDENTIFY FACILITATORS WITH LPC INTERN CREDENTIALS WHO STAND OUT AS EXCEPTIONAL FACILITATORS, AND THEY ARE INVITED TO APPLY FOR THE ASSOCIATE COUNSELOR ROLE. INTERESTED CANDIDATES ARE INTERVIEWED BY THE PROGRAM DIRECTOR AND SELECTED BASED ON THEIR EXPERIENCE, THEIR GOALS FOR GROWTH, SCHEDULE AVAILABILITY, AND RECOMMENDATIONS BY THE STAFF. ONCE SELECTED, ASSOCIATE COUNSELORS SIGN A JOB DESCRIPTION AND ASSOCIATE COUNSELOR AGREEMENT AND PROVIDE COPIES OF THEIR LICENSE, LIABILITY INSURANCE, AND W-9. EACH ASSOCIATE COUNSELOR IS CLOSELY MONITORED AND SUPERVISED BY THE STAFF COUNSELOR THEY ARE PAIRED WITH, INCLUDING A MINIMUM OF WEEKLY FACE-TO-FACE CONTACT. IF CONCERNS ARISE WITH ASSOCIATE COUNSELORS, THE SUPERVISING STAFF COUNSELOR CONSULTS WITH THE PROGRAM DIRECTOR ON THE BEST WAY TO HANDLE THE CONCERN. ASSOCIATE COUNSELOR GROUP ASSISTANCE IS TRACKED ON GROUP SIGN-IN SHEETS, AND CLIENT ASSISTANCE IS TRACKED IN APRICOT, A WEB-BASED DATA MANAGEMENT SOFTWARE PROGRAM. IN PARTNERSHIP WITH LOCAL UNIVERSITIES, THE ORGANIZATION DOCUMENTS CLINICAL HOURS OF SERVICE THAT ARE PROVIDED BY INTERNS. IN JUNE 2015, AN ASSOCIATE COUNSELOR TIMESHEET WAS IMPLEMENTED TO TRACK ASSISTANCE MORE EFFICIENTLY. FORM 990, SCHEDULE I, PART III STIPENDS ARE PROVIDED TO INTERNS TO SUPPORT THEIR SERVICE IN BOTH INDIVIDUAL COUNSELING AND GROUP PROGRAMS, AND IS PROVIDED IN LIEU OF FORMAL SUPERVISION BY CHILDREN'S BEREAVEMENT CENTER OF SOUTH TEXAS (CBCST) STAFF. SECTION 1.263(A)-1(F) DE MINIMIS SAFE HARBOR ELECTION CHILDRENS BEREAVEMENT CENTER OF SOUTH TEXAS 205 W OLMOS SAN ANTONIO, TX 78212-1960 EMPLOYER IDENTIFICATION NUMBER: 74-2828178 FOR THE YEAR ENDING DECEMBER 31, 2018 CHILDRENS BEREAVEMENT CENTER OF SOUTH TEXAS IS MAKING THE DE MINIMIS SAFE HARBOR ELECTION UNDER REG. SEC. 1.263(A)-1(F). FORM 990, PART III, LINE 2 PALOMA PLACE, LOCATED AT 140 PALOMA DRIVE IN FLORESVILLE, OFFERS A FULL RANGE OF COUNSELING AND SUPPORT SERVICES FOR INDIVIDUALS AND FAMILIES WHO HAVE SUFFERED THE LOSS OF A LOVED ONE, ARE COPING WITH A CRISIS, OR WHO NEED SUPPORT FOLLOWING A TRAUMA IN THEIR LIFE. PALOMA PLACE IS A SATELLITE OF CHILDREN'S BEREAVEMENT CENTER OF SOUTH TEXAS, AND A JOINT PROJECT WITH THE UTSA ACADEMY FOR CRISIS AND TRAUMA COUNSELING. ESTABLISHED IN RESPONSE TO THE TRAGEDY AT SUTHERLAND SPRINGS FIRST BAPTIST CHURCH, PALOMA PLACE SERVICES ADDRESS THE NEEDS OF GRIEVING CHILDREN AND FAMILIES, AS-WELL-AS OTHER NEEDS THAT CAN HINDER HEALTHY LIVING AND RELATIONSHIPS. SERVICES INCLUDE: - INDIVIDUAL COUNSELING FOR CHILDREN, TEENS, AND ADULTS - PLAY THERAPY - MARRIAGE AND COUPLE COUNSELING - FAMILY COUNSELING - ACTIVE MILITARY & VETERAN COUNSELING - SUPPORT FOR CHILDREN/TEENS WITH A SERIOUSLY ILL PARENT OR SIBLING - SUPPORT GROUPS - GRIEF CAMPS FOR CHILDREN AND TEENS PALOMA PLACE SERVICES ARE PROVIDED BY STATE-LICENSED PROFESSIONAL COUNSELORS OR GRADUATE LEVEL INTERNS FROM THE UNIVERSITY OF TEXAS AT SAN ANTONIO. FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION'S BYLAWS WERE AMENDED AND APPROVED BY THE BOARD ON JANUARY 23, 2018. SIGNIFICANT CHANGES ARE AS FOLLOWS: ARTICLE 2 - BOARD OF DIRECTORS SECTION 2.2 - MEMBERSHIP, SIZE AND COMPENSATIOIN, PARAGRAPH 2.2.1 - CHANGED THE COMPOSITION MINIMUMS OF THE BOARD, THE DEFINITION OF FAMILY RELATION AND BOARD APPROVAL REQUIREMENTS FOR RELATED FAMILY SERVING CONCURRENTLY. SECTION 2.4 - BOARD ELECTIONS CHANGED THE TIMING OF ELECTIONS SECTIOIN 2.11 - QUORUM CHANGED THE DEFINITION OF QUORUM TO ADD THAT A DIRECTOR PRESENT BY PROXY MAY NOT COUNT TOWARDS THE QUORUM REQUIREMENT. SECTION 2.14 - DIRECTOR ATTENDANCE PROVIDED 3 DAYS AS THE MAXIMUM TIME A MEMBER OF THE BOARD MAY BE ABSENT WITHOUT AN EXCUSE. ---------- ARTICLE 3 - OFFICERS SECTION 3.3 - VICE CHAIR/CHAIR ELECT ADDED ANY ACTION TAKEN BY THE VICE CHAIR IN THE PERFORMANCE OF THE DUTIES OF THE CHAIR SHALL BE CONCLUSIVE EVIDENCE OF THE ABSENCE OR INABILITY OF THE BOARD CHAIR TO ACT AT THE TIME SUCH ACTION WAS TAKEN. SECTION 3.7 - ELECTION AND TERM OF OFFICE ADDED NO OFFICER SHALL BE ELIGIBLE TO SERVE MORE THAN TWO CONSECUTIVE TERMS WITH THE EXCEPTION OF TREASURER WHO MAY SERVE FOUR CONSECUTIVE TERMS. SECTION 3.9 - OFFICERS' RELIANCE ON CONSULTANT INFORMATION ---------- ARTICLE 4 - COMMITTEES SECTION 4.2 - STANDING COMMITTEES, PARAGRAPH 4.2.1 - EXECUTIVE COMMITTEE THE EXECUTIVE COMMITTEE MAY ENTER INTO EXECUTIVE SESSION FOR DISCUSSION REGARDING MATTERS THAT MAY ARISE BETWEEN BOARD MEETINGS AND ANY MATTERS INCIDENTAL OR NECESSARY TO CONDUCT THE AFFAIRS OF THE CBCST. NO EX OFFICIO DIRECTOR MAY SERVE ON THE EXECUTIVE COMMITTEE. SECTION 4.3 - MEMBERS ADDED THE EXCEPTION THAT THE BOARD CHAIR MAY NOT APPOINT NON-DIRECTORS TO CHAIR OR SERVE ON THE EXECUTIVE COMMITTEE. SECTION 4.5 - QUORUM AND MANNER OF ACTING FOR PURPOSES OF THIS SECTION, A QUORUM CONSISTS OF AT LEAST 3 MEMBERS. ---------- ARTICLE 6 - MISCELLANEOUS PROVISIONS SECTION 6.3 - BOOKS AND RECORDS - ADDED PARAGRAPHS 6.3.1 - 6.3.3 PARAGRAPH 6.3.1 - PERMANENT RECORDS PARAGRAPH 6.3.2 - EMPLOYMENT TAX RECORDS PARAGRAPH 6.3.3 - RECORDS FOR NON-TAX PURPOSES ---------- ARTICLE 9 - INDEMNITY - NEW ARTICLE WITH THE FOLLOWING SECTIONS: SECTION 9.1 - RIGHT TO INDEMNIFICATION SECTION 9.2 - INDEMNIFICATION OF EMPLOYEES AND AGENTS SECTION 9.3 - APPEARANCE AS A WITNESS SECTION 9.4 - NON-EXCLUSIVITY OF RIGHTS SECTION 9.5 - INSURANCE SECTION 9.6 - NOTIFICATION FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE COMPLETED FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS FOR REVIEW, QUESTIONS AND ANSWERS AND FINAL APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C 1. EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH BOARD DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS SUCH PERSON HAS: A) RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, B) READ AND UNDERSTANDS THE POLICY, C) AGREED TO COMPLY WITH THE POLICY, AND D) UNDERSTANDS CHILDREN'S BEREAVEMENT CENTER OF SOUTH TEXAS [THE CENTER] IS CHARITABLE, AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. 2. EACH VOTING MEMBER OF THE BOARD SHALL ANNUALLY SIGN A STATEMENT WHICH DECLARES WHETHER SUCH PERSON IS AN INDEPENDENT DIRECTOR. 3. IF AT ANY TIME DURING THE YEAR, THE INFORMATION IN THE ANNUAL STATEMENT CHANGES MATERIALLY, THE DIRECTOR SHALL DISCLOSE SUCH CHANGES AND REVISE THE ANNUAL DISCLOSURE FORM. 4. THE EXECUTIVE COMMITTEE SHALL REGULARLY AND CONSISTENTLY MONITOR AND ENFORCE COMPLIANCE WITH THIS POLICY BY REVIEWING ANNUAL STATEMENTS AND TAKING SUCH OTHER ACTIONS AS ARE NECESSARY FOR EFFECTIVE OVERSIGHT. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS DETERMINES THE PAY FOR THE EXECUTIVE DIRECTOR AND OTHER KEY EMPLOYEES. PAY IS TYPICALLY DETERMINED BASED ON THE EXPERIENCE OF THE EMPLOYEE AND COMPARABLE PAY AT OTHER SIMILAR SIZED NONPROFITS IN THE AREA. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FORM 1023, CONFLICT OF INTEREST POLICY, AND GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC FOR INSPECTION AT THE ORGANIZATION'S REGULAR PLACE OF BUSINESS DURING NORMAL BUSINESS HOURS UPON REASONABLE REQUEST. IN ADDITION, 3 YEARS OF AUDITED FINANCIAL STATEMENTS AND FORMS 990 ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE. FORM 990, PART V, LINE 2A AND 2B CHILDREN'S BEREAVEMENT CENTER OF SOUTH TEXAS (CBCST) HIRES SWBC PEO SERVICES, A PROFESSIONAL EMPLOYER ORGANIZATION (PEO), TO FILE THE PAYROLL RELATED FORMS. THE ORGANIZATION DOES NOT ISSUE THE FORMS W-2, NOR DOES ITS NAME APPEAR AS THE EMPLOYER ON THE FORM, HOWEVER CBCST PRESENTS THE STAFF COSTS ON FORM 990, PART IX - FUNCTIONAL EXPENSES. FORM 990, PART XII, LINE 2C THE FINANCE COMMITTEE OVERSEES THE PREPARATION OF THE FINANCIAL STATEMENTS AND REVIEWS THEM MONTHLY. THE EXTERNAL AUDITOR IS SELECTED VIA A REQUEST FOR PROPOSAL (RFP) PROCESS OVERSEEN BY THE FINANCE COMMITTEE. THE ORGANIZATION'S FINANCIAL PROCEDURES INDICATE THAT THE EXTERNAL AUDITOR CAN BE RENEWED FOR A PERIOD OF 5 YEARS WITH CONSENT OF THE FINANCE COMMITTEE, AND THEN THE CONTRACT MUST GO OUT FOR RFP. THE CURRENT AUDITOR IS ELIGIBLE TO APPLY TO THE NEW RFP.