2015-03-27T14:56:57-07:00 2014-08-31 Tsakopulos Brown Schott & Anchors 9901 IH 10 West Suite 900 San Antonio TX 78230 990 2013-09-01 741109717 INCARNATE WORD RETIREMENT COMMUNITY INC INCA 2108297561 4707 BROADWAY ST SAN ANTONIO TX 78209 STEVEN FULLER CEO 2015-03-18 true JENNIFER SIEMER P01263648 2106965177 2013 2016-02-25 16:41:14Z STEVEN FULLER 13719 CAPE BLUFF SAN ANTONIO TX 78216 15263320 false false 0928 X www.iwretire.org X 1988 TX INCARNATE WORD RETIREMENT COMMUNITY PROVIDES A CONTINUUM OF CARE, HOUSING, AND SERVICES WHILE OFFERING COMPASSION, COMFORT, AND OPPORTUNITIES FOR SPIRITUAL GROWTH. IT WAS ESTABLISHED BY THE SISTERS OF CHARITY OF THE INCARNATE WORD TO EXTEND THE HEALING MINISTRY OF JESUS CHRIST AND TO SHOW RESPECT FOR THE WHOLE PERSON AT EVERY STAGE OF LIFE, FOCUSING ON THE UNIQUE NEEDS OF OLDER ADULTS. 14 13 406 320 0 638374 339056 14174975 14816525 91975 90954 -9545 -10292 14895779 15236243 0 0 7382919 7730668 0 0 7253005 7529455 14635924 15260123 259855 -23880 5498043 6056550 951165 1038517 4546878 5018033 INCARNATE WORD RETIREMENT COMMUNITY PROVIDES A CONTINUUM OF CARE, HOUSING, AND SERVICES WHILE OFFERING COMPASSION, COMFORT, AND OPPORTUNITIES FOR SPIRITUAL GROWTH. IT WAS ESTABLISHED BY THE SISTERS OF CHARITY OF THE INCARNATE WORD TO EXTEND THE HEALING MINISTRY OF JESUS CHRIST AND TO SHOW RESPECT FOR THE WHOLE PERSON AT EVERY STAGE OF LIFE, FOCUSING ON THE UNIQUE NEEDS OF OLDER ADULTS. false false 12945729 13526487 THE RETIREMENT COMMUNITY IS A CENTER FOR BENEVOLENT CHARITABLE SUPPORT AND FOR DISPENSING AID TO SICK AND ELDERLY MEMBERS OF THE CONGREGATION OF THE SISTERS OF CHARITY OF THE INCARNATE WORD AND ELDERLY MEMBERS OF THE CIVIC COMMUNITY. THE COMMUNITY HAS 310 RESIDENTS INCLUDING 64 SISTERS AND PROVIDED CHARITABLE SUPPORT OF $95,774 THROUGH SUBSIDIES. 979990 1262613 THE SISTERS CARE PROGRAM IS AN IN-HOME CARE MINISTRY PROVIDING PERSONALIZED, SELF-ENRICHING ASSISTANCE TO ELDERS OF ALL COLOR AND CREEDS THROUGH PERSONAL CARE, HOMEMAKING, RESPITE CARE, AND SPIRITUAL CARE. HEALTH SERVICES ARE PROVIDED ON A GRADED SCALE BASIS TO THE ELDERLY IN THE RETIREMENT CENTER AND IN THE SURROUNDING COMMUNITY. SISTERS CARE SERVED 201 INDIVIDUALS, PROVIDED 22,292 VISITS, 86,230 HOURS OF SERVICES AND OFFERED CHARITY CARE OF $75,068 THROUGH SUBSIDIES. 98009 27425 THE CONNECTIONS PROGRAM OFFERS COMMUNITY OUTREACH PROGRAMS TO INDIVIDUALS IN THE IMMEDIATE COMMUNITY OF THE RETIREMENT CENTER. THE CONNECTIONS PROGRAM OFFERED A TOTAL OF 30 PROGRAMS, 20 IN THE RETIREMENT COMMUNITY AND 10 PROGRAMS IN THE IMMEDIATE COMMUNITY. APPROXIMATELY 16,197 PARTICIPANTS BENEFIT FROM THE CONNECTIONS PROGRAM FOR THE YEAR. 14023728 true true false false false false false false false false true true false false true false true false false false false false false false true false false false false true false false false false false false false false false false false false false false false false false false false false false true 16 0 true 406 true false false false false false false true true false 0 false false false false false false false false false false X 14 13 false false false false false false false true true false false true true true true false true true true false X STEVEN FULLER 2108297561 4707 BROADWAY SAN ANTONIO TX 78209 STEVEN FULLER CEO 40.00 0.00 X X 160607 0 10399 DR FERNANDO LOPEZ Trustee 1.00 0.00 X 0 0 0 CHILTON MAVERICK Trustee 1.00 0.00 X 0 0 0 DON BEELER Trustee 1.00 0.00 X 0 0 0 RANDY SAFADY Trustee 1.00 0.00 X 0 0 0 SR CINDY STACY CCVI Trustee 1.00 0.00 X 0 0 0 KATHLEEN BURCH Trustee 1.00 0.00 X 0 0 0 MARY JO QUINN Trustee 1.00 0.00 X 0 0 0 JB GOUGER Trustee 1.00 0.00 X 0 0 0 VERNON TORGERSON Chairman 1.00 0.00 X X 0 0 0 DR DENISE DOYLE Trustee 1.00 0.00 X 0 0 0 CHERYL MCMULLAN Secretary 1.00 0.00 X X 0 0 0 LUPITA MEDINA VICE CHAIRMAN 1.00 0.00 X X 0 0 0 SR AUDREY O'MAHONY Trustee 1.00 0.00 X 0 0 0 JEANETTE EISENMENGER COO 40.00 0.00 X 83790 0 9463 244397 19862 1 false true false BREDA CONSTRUCTION 134 BRANIFF SAN ANTONIO TX 78216 BUILDING RENOVATIONS 273588 1 92479 246577 339056 CONNECTIONS PROGRAM 623000 27425 27425 DINING ROOM 623000 77401 77401 GUEST ROOMS 623000 20971 20971 RESIDENT CARE 623000 14690728 14690728 14816525 90954 90954 0 0 0 0 16785 92479 27077 -10292 -10292 0 0 0 15236243 14718153 179034 0 0 0 0 244397 244397 0 6130376 5421339 709037 213659 181587 32072 682791 580670 102121 459445 403179 56266 0 0 49000 49000 0 0 17070 17070 0 187895 187895 585115 558683 26432 21071 21071 0 5442848 5442848 94310 94310 0 0 0 0 138988 138988 0 FOOD 993158 993158 0 15260123 14023728 1236395 0 24319 149864 336652 52588 0 306730 650048 0 0 0 27571 26952 4525 5935 2350803 1169499 785982 1181304 317529 312300 3536691 3677559 0 0 158044 0 5498043 6056550 343456 276790 18222 15100 589487 746627 951165 1038517 X 3811557 4228839 735321 789194 4546878 5018033 5498043 6056550 -23880 495035 X false true X true false X 388248 188472 289495 638374 339056 1843645 11866347 12777667 13823065 14089491 14718153 67274723 64618 85499 77903 85484 98372 411876 0 0 12319213 13051638 14190463 14813349 15155581 69530244 5000 53825 53980 80980 50000 243785 0 5000 53825 53980 80980 50000 243785 69286459 79166 85837 85513 91975 90954 433445 1450 973 26 2449 80616 86810 85539 91975 90954 435894 0 69505 232455 -25208 -9545 -10292 256915 12469334 13370903 14250794 14895779 15236243 70223053 0.98670 0.98580 0.00620 0.00640 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1401262 487058 914204 384309 290800 93509 565232 391641 173591 1181304 3677559 ACCRUED LIABILITIES 587672 DEFERRED LEASE INCENTIVE 127811 REFUNDS PAYABLE 26644 RESIDENT SECURITY DEPOSITS 4500 746627 15758355 495035 27077 522112 15236243 15236243 15287200 27077 27077 15260123 15260123 Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 DIRECT FUNDRAISING EXPENSES $27077 Part XII, Line 2d: Other expenses and losses per audited F/S DIRECT FUNDRAISING EXPENSES $27077 X X X X false CHAMPAGNE & SHAMROCKS GALA 109264 92479 16785 17054 1500 8523 109264 92479 16785 17054 1500 8523 27077 -10292 X X false false false false false false false false false false STEVEN FULLER CEO 160607 3900 6499 171006 Form 990, Part VI, Line 11b: Form 990 Review Process CEO AND BUSINESS MANAGER REVIEW THE 990 PRIOR TO FILING Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts ANNUALLY EACH DIRECTOR, OFFICER, EMPLOYEE, VENDOR OR VOLUNTEER WITH A POTENTIAL CONFLICT SHALL COMPLETE A DISCLOSURE FORM IDENTIFYING ANY RELATIONSHIPS, POSITIONS, OR CIRCUMSTANCES IN WHICH S/HE IS INVOLVED THAT S/HE BELIEVE COULD CONTRIBUTE TO A CONFLICT OF INTEREST. Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees GENERAL GUIDELINES FOR SALARY AND WAGE INCREASES ARE RECOMMENDED BY MANAGEMENT EACH YEAR DURING THE BUDGETING PROCESS AND REVIEWED BY THE FINANCE COMMITTEE AND BOARD OF TRUSTEES. A NATIONAL SALARY AND BENEFITS SURVEY, ALONG WITH REGIONAL AND LOCAL SURVEYS ARE UTILIZED FOR COMPARABILITY DATA TO BUDGET AN OVERALL PAY INCREASE PARAMETER. THE MANAGEMENT TEAM THEN WORKS WITHIN THIS PARAMETER WHEN CONDUCTING ANNUAL EMPLOYEE EVALUATIONS AND ANNUAL MERIT INCREASES WHICH TYPICALLY RANGE FROM 3% TO 5%. ALL EMPLOYEES ARE EVALUATED BY THEIR DIRECT SUPERVISOR, DEPARTMENT HEAD, OR EXECUTIVE DIRECTOR, DEPENDING ON THEIR CLASSIFICATION. THE CEO'S COMPENSATION IS DETERMINED BY THE BOARD OF TRUSTEES ANNUALLY, FOLLOWING THE SAME PARAMETERS. Form 990, Part VI, Line 19: Other Organization Documents Publicly Available DOCUMENTS ARE MADE AVAILABLE UPON REQUEST TO CEO