2015-08-11T14:22:46-05:00 2014-12-31 203992693 RANDY WALKER & CO 7800 IH 10 WEST SUITE 505 SAN ANTONIO TX 78230 990 2014-01-01 742828178 CHILDRENS BEREAVEMENT CENTER OF SOUTH TEXAS CHIL 2107364847 205 W OLMOS SAN ANTONIO TX 782121960 CURTIS RUDER CPA 2107364847 2015-07-15 1 RANDY L WALKER CPA P00963779 2103669430 2014 2016-02-25 16:41:14Z MARIAN SOKOL PHD MPH 205 W OLMOS SAN ANTONIO TX 782121960 1324397 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. 22 22 18 170 0 0 856882 1250178 18059 15059 1331 31247 0 -24266 876272 1272218 0 49943 0 0 525122 771245 0 0 136847 527335 456460 1052457 1277648 -176185 -5430 3916141 3956482 87461 147131 3828680 3809351 TO FOSTER HEALING FOR GRIEVING YOUTH, THEIR FAMILIES AND THE COMMUNITY THROUGH PEER SUPPORT PROGRAMS, COUNSELING, TRAINING, EDUCATION AND OUTREACH. 0 0 785757 49763 15059 CHILD SERVICES - TOTAL PEER SUPPORT PROGRAM SERVICES: 941 UNDUPLICATED INDIVIDUALS WITH 13,414 HOURS OF SERVICE. - TOTAL INDIVIDUAL AND FAMILY COUNSELING: 333 UNDUPLICATED INDIVIDUALS WITH 1,869 HOURS OF SERVICE. - TOTAL FAMILY ASSESSMENTS: 903 UNDUPLICATED INDIVIDUALS WITH 1,625 HOURS OF SERVICE. - WORKSHOPS, CAMPS, AND EXTERNAL GROUPS: 408 UNDUPLICATED INDIVIDUALS WITH 1,848 HOURS OF SERVICE. 239356 180 COMMUNITY OUTREACH SERVICES (TRAINING, EDUCATION, AND OUTREACH): 9,061 UNDUPLICATED INDIVIDUALS WITH 14,195 HOURS OF SERVICE. 1025113 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 1 0 0 0 0 0 0 0 0 1 19 0 1 18 1 0 0 0 0 0 1 1 0 0 0 0 X 22 22 0 0 0 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 BRIAN ARRIAGA DIRECTOR 2.00 X 0 0 0 LORRAINE BARNES DIRECTOR 2.00 X 0 0 0 VANESSA CASEY DIRECTOR 2.00 X 0 0 0 ROSE MARY FRY DIRECTOR 2.00 X 0 0 0 LINDA FUGIT DIRECTOR 2.00 X 0 0 0 CONNIE GILBERT DIRECTOR 2.00 X 0 0 0 SCOTT GRUENDLER DIRECTOR 2.00 X 0 0 0 CATHERINE HAFFNER DIRECTOR 2.00 X 0 0 0 ANDREW HIMOFF DIRECTOR 2.00 X 0 0 0 JENNIFER KELLEY DIRECTOR 2.00 X 0 0 0 NANCY MARTIN DIRECTOR 2.00 X 0 0 0 CURTIS RUDER DIRECTOR 2.00 X 0 0 0 MIKE SMITH DIRECTOR 2.00 X 0 0 0 SALLY SOHN DIRECTOR 2.00 X 0 0 0 PAM THOMAS DIRECTOR 2.00 X 0 0 0 TY WEST DIRECTOR 2.00 X 0 0 0 CLIFF WHITTINGSTALL DIRECTOR 2.00 X 0 0 0 FRANK ZOCH DIRECTOR 2.00 X 0 0 0 CHRIS RULON CHAIRMAN 2.00 X 0 0 0 BILL DAY VICE-CHAIRMAN 2.00 X 0 0 0 JACQUI PEACE SECRETARY 2.00 X 0 0 0 RONALD WEISS TREASURER 2.00 X 0 0 0 MARIAN G SOKOL PHD MPH EXECUTIVE DIRECTOR 52.00 X 103791 0 0 BLAIR MCKAY THOMPSON III MANAGING DIRECTOR 45.00 X 79173 0 6956 182964 0 6956 1 0 0 0 0 204057 1046121 27157 1250178 COUNSELING INTAKE AND 911199 15059 15059 15059 5324 5324 25923 0 25923 25923 25923 27040 204057 52179 -25139 -25139 OTHER INCOME 900099 873 873 873 1272218 15059 0 6981 49943 49943 189920 146848 16741 26331 546942 422059 49107 75776 34383 27976 1555 4852 52819 42694 4182 5943 96256 68236 19523 8497 14752 13855 403 494 16170 15791 149 230 25621 19283 3199 3139 112775 102389 7692 2694 14511 12156 872 1483 COMMUNITY OUTREACH 50748 40321 9568 859 SUPPLIES AND FOOD 40553 38129 1131 1293 PRINTING & PUBLICATIONS 32255 25433 1566 5256 1277648 1025113 115688 136847 1636519 904706 99910 154812 31367 33091 2674618 608151 2148345 2066467 0 767904 0 29502 3916141 3956482 42294 53481 45167 93650 87461 147131 X 3685993 3481819 142687 327532 3828680 3809351 3916141 3956482 -5430 -13899 0 X X 0 1 X 1 0 X 1062938 1513490 1211278 856882 1250178 5894766 1062938 1513490 1211278 856882 1250178 5894766 5894766 1882 453 378 1331 31247 35291 873 873 5930930 0.99390 0.99770 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 107832 107832 1996059 245125 1750934 535566 347409 188157 35161 15617 19544 2066467 1391067 -13899 132748 118849 1272218 0 1272218 1410396 132748 132748 1277648 0 1277648 GALA 231097 204057 27040 52179 231097 204057 27040 52179 52179 -25139 1 INTERN STIPENDS 7 22786 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. INDIVIDUAL MEAL ASSISTANCE 943 27157 FMV PROVIDE MEALS 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. X 69 27157 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 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 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON 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.