Civic Intelligence

Incarnate Word Retirement Community Inc

990 • Fiscal year 2015 • EIN 74-1109717

Sep 01, 2014 to Aug 31, 2015 • Filed on Jan 11, 2016

Organization Profilewww.iwretire.org

View Organization Page

4707 Broadway StSan Antonio, TX 78209

(210) 829-7561

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

42nd percentile

0.16x

Higher debt load relative to assets than 42% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Liabilities / Revenue

20th percentile

0.07x

Higher debt load relative to revenue than 20% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Net Margin

57th percentile

4.9%

Higher net margin than 57% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Top Officer Pay

53rd percentile

$181,093

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 1.1% of source-year revenue.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Asset Growth

76th percentile

10%

Faster asset growth than 76% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Revenue Growth

60th percentile

7.1%

Faster revenue growth than 60% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets42nd percentile

Assets

Up

$6,679,907

Up $623,357 (+10%) from 2014

Net Assets

Up

$5,584,890

Up $566,857 (+11%) from 2014

Liabilities

Up

$1,095,017

Up $56,500 (+5.4%) from 2014

Revenue And Expenses
Liabilities / Revenue20th percentileNet Margin57th percentile

Revenue

Up

$16,314,788

Up $1,078,545 (+7.1%) from 2014

Expenses

Up

$15,522,178

Up $262,055 (+1.7%) from 2014

Net Income

Up

$792,610

Up $816,490 (+3419%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth76th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$15M$10M$5.0M$0Assets 2011: $4,683,347Liabilities 2011: $805,279Net Assets 2011: $3,878,0682011Assets 2012: $4,925,563Liabilities 2012: $942,870Net Assets 2012: $3,982,6932012Assets 2013: $5,498,043Liabilities 2013: $951,165Net Assets 2013: $4,546,8782013Assets 2014: $6,056,550Liabilities 2014: $1,038,517Net Assets 2014: $5,018,0332014Assets 2015: $6,679,907Liabilities 2015: $1,095,017Net Assets 2015: $5,584,8902015Assets 2016: $8,140,790Liabilities 2016: $1,082,465Net Assets 2016: $7,058,3252016Assets 2017: $10,165,947Liabilities 2017: $1,207,202Net Assets 2017: $8,958,7452017Assets 2018: $10,862,024Liabilities 2018: $1,834,413Net Assets 2018: $9,027,6112018Assets 2019: $8,970,717Liabilities 2019: $1,140,004Net Assets 2019: $7,830,7132019Assets 2020: $10,398,157Liabilities 2020: $3,030,834Net Assets 2020: $7,367,3232020Assets 2021: $10,969,268Liabilities 2021: $3,242,935Net Assets 2021: $7,726,3332021Assets 2022: $9,394,597Liabilities 2022: $1,452,278Net Assets 2022: $7,942,3192022Assets 2023: $10,055,410Liabilities 2023: $1,409,992Net Assets 2023: $8,645,4182023Assets 2024: $10,392,861Liabilities 2024: $1,122,704Net Assets 2024: $9,270,1572024

Highlighted filing

2015

Assets$6,679,907
Liabilities$1,095,017
Net Assets$5,584,890
Open 2015 Filing

Operations Trend

Revenue Growth60th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$30M$20M$10M$0-$10MExpenses 2011: $13,428,6012011Expenses 2012: $14,309,1872012Expenses 2013: $14,635,9242013Revenue 2014: $15,236,243Expenses 2014: $15,260,123Net Income 2014: -$23,8802014Revenue 2015: $16,314,788Expenses 2015: $15,522,178Net Income 2015: $792,6102015Revenue 2016: $17,884,402Expenses 2016: $16,613,030Net Income 2016: $1,271,3722016Revenue 2017: $18,730,478Expenses 2017: $17,498,381Net Income 2017: $1,232,0972017Revenue 2018: $18,688,381Expenses 2018: $18,598,184Net Income 2018: $90,1972018Revenue 2019: $18,627,943Expenses 2019: $19,142,700Net Income 2019: -$514,7572019Revenue 2020: $18,631,208Expenses 2020: $19,190,757Net Income 2020: -$559,5492020Revenue 2021: $19,152,851Expenses 2021: $19,115,880Net Income 2021: $36,9712021Revenue 2022: $20,945,259Expenses 2022: $19,912,576Net Income 2022: $1,032,6832022Revenue 2023: $20,530,335Expenses 2023: $19,965,564Net Income 2023: $564,7712023Revenue 2024: $20,957,191Expenses 2024: $20,742,883Net Income 2024: $214,3082024

Highlighted filing

2015

Revenue$16,314,788
Expenses$15,522,178
Net Income$792,610
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2014 to Aug 31, 2015
Signed
Jan 11, 2016
Return Version
2014v6.0
Gross Receipts
$16,358,916
Mission and Program Overview

Mission

To extend the healing ministry of jesus christ. To show respect for the whole person, focusing on the unique needs of elderly adults. To provide a continuum of care, housing and services while offering compassion, comfort, and opportunities for spiritual growth.

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$3,677,559$3,541,139▼ $136,420
Land, Buildings, and Equipment, Net$1,181,304$1,151,192▼ $30,112
Cash and Non-Interest-Bearing Accounts$149,864$695,376▲ $545,512
Savings and Temporary Cash Investments$52,588$504,816▲ $452,228
Accounts Receivable$650,048$431,706▼ $218,342
Investments in Publicly Traded Securities$312,300$311,553▼ $747
Inventories for Sale or Use$26,952$26,952→ $0
Intangible Assets-$9,167-
Prepaid Expenses and Deferred Charges$5,935$8,006▲ $2,071
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Total Assets$6,056,550$6,679,907▲ $623,357
Other Assets Total-$0-
Liabilities
Other Liabilities$746,627$713,789▼ $32,838
Accounts Payable and Accrued Expenses$276,790$377,280▲ $100,490
Deferred Revenue$15,100$3,948▼ $11,152
Total Liabilities$1,038,517$1,095,017▲ $56,500
Net Assets / Fund Balance
Unrestricted Net Assets$4,228,839$4,849,079▲ $620,240
Temporarily Rstr Net Assets$789,194$735,811▼ $53,383
Total Net Assets Fund Balance$5,018,033$5,584,890▲ $566,857
Total Liabilities and Net Assets / Fund Balance$6,056,550$6,679,907▲ $623,357

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$868,974$573,873$1,442,847
Other Land Buildings$150,294$425,898$576,192
Equipment$131,924$325,022$456,946
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Steven FullerCEOFT$165,310$15,783$181,093
Jeanette EisenmengerCOOFT$83,407$11,441$94,848

Board Members and Trustees

NameTitle
Vernon TorgersonChairman
Lupita MedinaVice Chairman
Chilton MaverickTrustee
Don BeelerTrustee
Dr Denise DoyleTrustee
Jb GougerTrustee
Kathleen BurchTrustee
Mary Ann GuidoTrustee
Mary Jo QuinnTrustee
SR AUDREY O'MAHONYTrustee
Sr Cindy Stacy CcviTrustee
Sr Kathleen Reynolds CcviTrustee
Cheryl McmullanSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$321,516
Program Service Revenue
$15,888,666
Investment Income
$106,496
Other Revenue
$-1,890
All Other Contributions
$199,961
Change in Net Assets
$792,610

Audited Revenue Reconciliation

Revenue per Audited Statements
$16,314,788
Revenue Not Reported on Form 990
$-183,333
Total Revenue per Audited Statements
$16,131,455
Total Revenue per Form 990
$16,314,788
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$8,460,997
Other Expenses$7,061,181
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$5,870,692$767,311-$6,638,003
Occupancy$4,891,727--$4,891,727
Other Expenses$1,018,719--$1,018,719
Other Employee Benefits$680,956$89,003-$769,959
Office Expenses$538,232$25,627-$563,859
Payroll Taxes$461,002$46,446-$507,448
Current Officers, Directors, Trustees, and Key Employees-$294,579-$294,579
Advertising$268,224--$268,224
Pension Plan Contributions$221,993$29,015-$251,008
Depreciation Depletion$156,919--$156,919
Travel$77,190--$77,190
Fees for Services Accounting-$47,000-$47,000
Information Technology$20,998--$20,998
Fees for Service Investment Mgmnt Fees-$16,545-$16,545
Total Functional Expenses$14,206,652$1,315,526$0$15,522,178

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$15,564,598
Expenses per Audited Statements$15,522,178
Total Expenses per Form 990$15,522,178
Expenses Not Reported on Form 990$42,420
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$42,420
Fundraising Gross Income$13,735
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Champagne & Shamrocks Gala$118,486$9,495$22,024$-12,529
September Soiree$16,804$4,240$5,530$-1,290
Total Events$135,290$13,735$42,420$-28,685
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Liabilities$597,200
Deferred Lease Incentive$112,089
Resident Security Deposits$4,500
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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”

Filing and Contact Details

Filer

Filer Name
Incarnate Word Retirement
EIN
74-1109717
Phone
2108297561
Address
4707 BROADWAY ST, SAN ANTONIO, TX 78209

Signing Officer

Name
Steven Fuller
Title
CEO
Signed
2016-01-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Steven Fuller
Formed
1988
Legal Domicile
TX
Voting Board Members
14
Independent Board Members
13
Employees
439
Volunteers
493

Preparer

Firm
Tsakopulos Brown Schott & Anchors
Address
9901 IH 10 West Suite 900, San Antonio, TX 78230
Preparer
Jennifer Siemer
Phone
2106965177
Supplemental Narrative

Financial Statement Notes

Part XI, Line 2D: Other revenue amounts included in F/S but not included on form 990

“Direct fundraising expenses $42420”

Part XII, Line 2D: Other expenses and losses per audited F/S

“Direct fundraising expenses $42420”

Raw XML AppendixShowing 400 of 643 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0276790
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0377280
IRS990/AccountsReceivableGrp/BOYAmt0650048
IRS990/AccountsReceivableGrp/EOYAmt0431706
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0INCARNATE 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.
IRS990/AdvertisingGrp/ProgramServicesAmt0268224
IRS990/AdvertisingGrp/TotalAmt0268224
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherContributionsAmt0199961
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0STEVEN FULLER
IRS990/BooksInCareOfDetail/PhoneNum02108297561
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt04707 BROADWAY
IRS990/BooksInCareOfDetail/USAddress/CityNm0SAN ANTONIO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990/BooksInCareOfDetail/USAddress/ZIPCd078209
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0149864
IRS990/CashNonInterestBearingGrp/EOYAmt0695376
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0294579
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0294579
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContriRptFundraisingEventAmt0121555
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0321516
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0106496
IRS990/CYOtherExpensesAmt07061181
IRS990/CYOtherRevenueAmt0-1890
IRS990/CYProgramServiceRevenueAmt015888666
IRS990/CYRevenuesLessExpensesAmt0792610
IRS990/CYSalariesCompEmpBnftPaidAmt08460997
IRS990/CYTotalExpensesAmt015522178
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt016314788
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt015100
IRS990/DeferredRevenueGrp/EOYAmt03948
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0156919
IRS990/DepreciationDepletionGrp/TotalAmt0156919
IRS990/Desc0THE 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 284 RESIDENTS INCLUDING 68 SISTERS AND PROVIDED CHARITABLE SUPPORT OF $103,088 THROUGH SUBSIDIES.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt0439
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExpenseAmt012748366
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt047000
IRS990/FeesForServicesAccountingGrp/TotalAmt047000
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt016545
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt016545
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt130.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1440.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt015783
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1411441
IRS990/Form990PartVIISectionAGrp/PersonNm0STEVEN FULLER
IRS990/Form990PartVIISectionAGrp/PersonNm1SR KATHLEEN REYNOLDS CCVI
IRS990/Form990PartVIISectionAGrp/PersonNm2CHILTON MAVERICK
IRS990/Form990PartVIISectionAGrp/PersonNm3DON BEELER
IRS990/Form990PartVIISectionAGrp/PersonNm4MARY ANN GUIDO
IRS990/Form990PartVIISectionAGrp/PersonNm5SR CINDY STACY CCVI
IRS990/Form990PartVIISectionAGrp/PersonNm6KATHLEEN BURCH
IRS990/Form990PartVIISectionAGrp/PersonNm7MARY JO QUINN
IRS990/Form990PartVIISectionAGrp/PersonNm8JB GOUGER
IRS990/Form990PartVIISectionAGrp/PersonNm9VERNON TORGERSON
IRS990/Form990PartVIISectionAGrp/PersonNm10DR DENISE DOYLE
IRS990/Form990PartVIISectionAGrp/PersonNm11CHERYL MCMULLAN
IRS990/Form990PartVIISectionAGrp/PersonNm12LUPITA MEDINA
IRS990/Form990PartVIISectionAGrp/PersonNm13SR AUDREY O'MAHONY
IRS990/Form990PartVIISectionAGrp/PersonNm14JEANETTE EISENMENGER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0165310
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1483407
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/TitleTxt0CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt2Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt3Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt6Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt7Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt8Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt9Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt10Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt11Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt12VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt13Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt14COO
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr01988
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingAmt0121555
IRS990/FundraisingDirectExpensesAmt042420
IRS990/FundraisingGrossIncomeAmt013735
IRS990/GainOrLossGrp/OtherAmt0792
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt02500
IRS990/GrossReceiptsAmt016358916
IRS990/GroupExemptionNum00928
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt013
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt020998
IRS990/InformationTechnologyGrp/TotalAmt020998
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/EOYAmt09167
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt026952
IRS990/InventoriesForSaleOrUseGrp/EOYAmt026952
IRS990/InvestmentIncomeGrp/ExclusionAmt0105704
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0105704
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt03677559
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt03541139
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0312300
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0311553
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt017
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01324793
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01181304
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01151192
IRS990/LandBldgEquipCostOrOtherBssAmt02475985
IRS990/LegalDomicileStateCd0TX
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt01708
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0INCARNATE 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.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt05018033
IRS990/NetAssetsOrFundBalancesEOYAmt05584890
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0792
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0792
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-28685
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-225753
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt04891727
IRS990/OccupancyGrp/TotalAmt04891727
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt025627
IRS990/OfficeExpensesGrp/ProgramServicesAmt0538232
IRS990/OfficeExpensesGrp/TotalAmt0563859
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt089003
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0680956
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0769959
IRS990/OtherExpensesGrp/Desc0FOOD
IRS990/OtherExpensesGrp/ProgramServicesAmt01018719
IRS990/OtherExpensesGrp/TotalAmt01018719
IRS990/OtherLiabilitiesGrp/BOYAmt0746627
IRS990/OtherLiabilitiesGrp/EOYAmt0713789
IRS990/OtherRevenueMiscGrp/BusinessCd0623000
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt026795
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt026795
IRS990/OtherRevenueTotalAmt026795
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0767311
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt05870692
IRS990/OtherSalariesAndWagesGrp/TotalAmt06638003
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt046446
IRS990/PayrollTaxesGrp/ProgramServicesAmt0461002
IRS990/PayrollTaxesGrp/TotalAmt0507448
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt029015
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0221993
IRS990/PensionPlanContributionsGrp/TotalAmt0251008
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt05935
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt08006
IRS990/PrincipalOfficerNm0STEVEN FULLER
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0623000
IRS990/ProgramServiceRevenueGrp/BusinessCd1623000
IRS990/ProgramServiceRevenueGrp/BusinessCd2623000
IRS990/ProgramServiceRevenueGrp/BusinessCd3623000
IRS990/ProgramServiceRevenueGrp/BusinessCd4623000
IRS990/ProgramServiceRevenueGrp/Desc0CONNECTIONS PROGRAM
IRS990/ProgramServiceRevenueGrp/Desc1DINING ROOM
IRS990/ProgramServiceRevenueGrp/Desc2GUEST ROOMS
IRS990/ProgramServiceRevenueGrp/Desc3RESIDENT CARE
IRS990/ProgramServiceRevenueGrp/Desc4SISTERS CARE
IRS990/ProgramServiceRevenueGrp/ExclusionAmt075354
IRS990/ProgramServiceRevenueGrp/ExclusionAmt19376
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt021619
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt114008844
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt21773473
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt021619
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt175354
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt29376
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt314008844
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt41773473
IRS990/ProgSrvcAccomActy2Grp/Desc0THE 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 206 INDIVIDUALS, PROVIDED 28,780 VISITS, 108,041 HOURS OF SERVICES AND OFFERED CHARITY CARE OF $60,081 THROUGH SUBSIDIES.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01361828
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt01773473
IRS990/ProgSrvcAccomActy3Grp/Desc0THE 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 14,814 PARTICIPANTS BENEFIT FROM THE CONNECTIONS PROGRAM DURING THE YEAR.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt096458
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt021619
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0339056
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt090954
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt07529455
IRS990/PYOtherRevenueAmt0-10292
IRS990/PYProgramServiceRevenueAmt014816525
IRS990/PYRevenuesLessExpensesAmt0-23880
IRS990/PYSalariesCompEmpBnftPaidAmt07730668
IRS990/PYTotalExpensesAmt015260123
IRS990/PYTotalRevenueAmt015236243
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0792610
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt014035639
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt052588
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0504816
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt047500
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt050000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt080980
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt053980
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt053825

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,679,907
Liabilities
$1,095,017
Net assets
$5,584,890
Revenue
$16,314,788
Expenses
$15,522,178
Net income
$792,610
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.4$1.12$9.27$21.0$20.7$0.21
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.1$1.41$8.65$20.5$20.0$0.56
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.39$1.45$7.94$20.9$19.9$1.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.0$3.24$7.73$19.2$19.1$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.4$3.03$7.37$18.6$19.2$0.56
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.97$1.14$7.83$18.6$19.1$0.51
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.9$1.83$9.03$18.7$18.6$0.09
2017Summary only. Only limited summary data is available for this year.$10.2$1.21$8.96$18.7$17.5$1.23
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.14$1.08$7.06$17.9$16.6$1.27
2015Detailed filing. Detailed filing data is available for this year.$6.68$1.10$5.58$16.3$15.5$0.79
2014Detailed filing. Detailed filing data is available for this year.$6.06$1.04$5.02$15.2$15.3$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.50$0.95$4.55$14.6
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.93$0.94$3.98$14.3
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.68$0.81$3.88$13.4