Nonprofit · EIN 74-1109717
INCARNATE WORD RETIREMENT COMMUNITY INC
Tax-exempt · SAN ANTONIO, TX 78209
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990 | $23,839,255 | $21,816,452 | $2,022,803 | $12,402,465 | $1,101,768 | $11,300,697 |
| August 31, 2024 | 990 | $20,957,191 | $20,742,883 | $214,308 | $10,392,861 | $1,122,704 | $9,270,157 |
| August 31, 2023 | 990 | $20,530,335 | $19,965,564 | $564,771 | $10,055,410 | $1,409,992 | $8,645,418 |
Financial details: 990 for the year ended August 31, 2025
Revenue
- Contributions, gifts and grants
- $2,285,897
- of which government grants
- $1,618,279
- Program service revenue
- $20,515,260
- Investment income
- $473,952
- Net gain from sales of assets
- $365,642
- Net income from fundraising events
- -$18,179
- Net income from gaming
- $4,330
- Other revenue
- $564,146
Expenses
- Grants and similar amounts paid
- $336,975
- Compensation of officers, directors and key employees
- $508,110
- Other salaries and wages
- $10,584,126
- Salaries, compensation and benefits (total)
- $12,486,491
- Professional fundraising fees
- $0
- Accounting fees
- $67,249
- Occupancy
- $4,094,209
- Travel
- $38,238
- Depreciation
- $1,391,091
- Program services (functional)
- $18,522,498
- Management and general (functional)
- $3,051,144
- Fundraising (functional)
- $242,810
Balance sheet and other
- Total assets, start of year
- $10,392,861
- Total assets, end of year
- $12,402,465
- Total liabilities, end of year
- $1,101,768
- Net assets, end of year
- $11,300,697
- Land, buildings and equipment
- $3,089,428
- Publicly traded securities
- $5,978,488
- Net assets without donor restrictions
- $11,168,991
- Net assets with donor restrictions
- $131,706
- Gross receipts
- $23,859,376
- Employees
- 420
- Volunteers
- 100
- Year formed
- 1988
- State of legal domicile
- TX
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ELIZABETH BLAND | COO Officer | 40 | $152,968 | $10,782 |
| JOAN DIXON | CFO Officer | 40 | $154,685 | $4,500 |
| PAUL HARRISON | FORMER CEO THRU 8/15/24 Former | 40 | $150,801 | $8,204 |
| LYNDA JENNINGS | VP OF CLINICAL SERVICES Highest-paid employee | 40 | $128,139 | $10,005 |
| MEREDITH WILLITS | DIRECTOR OF NURSING Highest-paid employee | 40 | $108,507 | $7,805 |
| ALMA COSME | VP OF MARKETING Highest-paid employee | 40 | $102,002 | $9,431 |
| RACHEL CASTRO | VP OF DEVELOPMENT Highest-paid employee | 40 | $101,581 | $3,056 |
| SANDY KLEIN | INTERIM CEO AND TRUSTEE (THRU 12/24) Trustee or director, Officer | 40 | $27,710 | $0 |
| LE ROY FIELDS CAMPBELL | PRESIDENT AND CEO Officer | 40 | $19,000 | $0 |
| RANDY VOGEL | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| GEOFFREY CRABTREE | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| DANA TERRACINA | PAST BOARD CHAIR Trustee or director, Officer | 10 | $0 | $0 |
| HOWARD LUTZ | BOARD CHAIR Trustee or director, Officer | 10 | $0 | $0 |
| JANIE BARRERA | TRUSTEE Trustee or director | 1 | $0 | $0 |
| SR KATHLEEN COUGHLIN CCVI | TRUSTEE Trustee or director | 1 | $0 | $0 |
6 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ARIC GARZA | TRUSTEE Trustee or director | 1 | $0 |
| ELAINE HICKS | TRUSTEE Trustee or director | 1 | $0 |
| PAUL KLEIN | TRUSTEE Trustee or director | 1 | $0 |
| SR MARGARET SNYDER CCVI | TRUSTEE Trustee or director | 1 | $0 |
| DIANA BECKMANN-MENDEZ PHD | TRUSTEE Trustee or director | 1 | $0 |
| PAUL VANCE DMIN | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended August 31, 2024: 23 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| PAUL HARRISON | CEO Officer | 40 | $279,359 | $12,051 |
| JOAN DIXON | CFO Officer | 40 | $144,721 | $3,225 |
| ELIZABETH BLAND | COO Officer | 40 | $131,873 | $10,223 |
| LYNDA JENNINGS | VP OF CLINICAL SERVICES Highest-paid employee | 40 | $129,274 | $5,371 |
| JEANETTE EISENMENGER | COO (THRU 8/9/24) Officer | 40 | $121,637 | $9,629 |
| MEREDITH WILLITIS | DIRECTOR OF NURSING Highest-paid employee | 40 | $111,555 | $6,820 |
| ALMA COSME | VP OF MARKETING Highest-paid employee | 40 | $105,219 | $11,788 |
| KINGSLEY ACHONU | LVN Highest-paid employee | 40 | $101,553 | $7,023 |
| ARIC GARZA | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DANA TERRACINA | BOARD CHAIR Trustee or director, Officer | 10 | $0 | $0 |
| DIANA BECKMANN-MENDEZ PHD | TRUSTEE Trustee or director | 1 | $0 | $0 |
| GEOFFREY CRABTREE | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| HOWARD LUTZ | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| JOSEPH WARD LPC LMFT | TRUSTEE Trustee or director | 1 | $0 | $0 |
| PAUL KLEIN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| RANDY VOGEL | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| SANDY KLEIN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| SR KATHLEEN REYNOLDS CCVI | TRUSTEE (END TERM 12/23) Trustee or director | 1 | $0 | $0 |
| SR KATHLEEN COUGHLIN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| SR MARGARET SNYDER CCVI | TRUSTEE Trustee or director | 1 | $0 | $0 |
| VIVIAN VANCE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ELAINE HICKS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JANIE BARRERA | TRUSTEE Trustee or director | 1 | $0 | $0 |
990 for the year ended August 31, 2023: 21 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| PAUL HARRISON | CEO Officer | 40 | $223,010 | $12,423 |
| JOAN DIXON | CFO Officer | 40 | $141,916 | $2,608 |
| ELIZABETH BLAND | ADMINISTRATOR Highest-paid employee | 40 | $133,769 | $9,432 |
| ALMA COSME | VP OF MARKETING Highest-paid employee | 40 | $125,341 | $11,034 |
| LYNDA JENNINGS | VP CLINICAL SERVICES Highest-paid employee | 40 | $126,872 | $2,443 |
| JEANETTE EISENMENGER | COO Officer | 40 | $119,435 | $8,892 |
| ARIC GARZA | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DANA TERRACINA | BOARD CHAIR Trustee or director, Officer | 10 | $0 | $0 |
| DAVID MIER MBA | TRUSTEE (END TERM 12/22) Trustee or director | 1 | $0 | $0 |
| DIANA BECKMANN-MENDEZ PHD | TRUSTEE Trustee or director | 1 | $0 | $0 |
| GEOFFREY CRABTREE | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| HOWARD LUTZ | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| JOSEPH WARD LPC LMFT | TRUSTEE Trustee or director | 1 | $0 | $0 |
| PAUL KLEIN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| RANDY VOGEL | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| SANDY KLEIN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| SHIRLEY WILLS | TRUSTEE (END TERM 1/23) Trustee or director | 1 | $0 | $0 |
| SR KATHLEEN REYNOLDS CCVI | TRUSTEE Trustee or director | 1 | $0 | $0 |
| SR KATHLEEN COUGHLIN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| SR MARGARET SNYDER CCVI | TRUSTEE Trustee or director | 1 | $0 | $0 |
| VIVIAN VANCE | TRUSTEE Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 4707 BROADWAY, SAN ANTONIO, TX 78209-6215
- Principal officer (990 for 2024)
- LE ROY FIELDS CAMPBELL, 4707 BROADWAY ST, SAN ANTONIO, TX 78209
- Signed the 990
- JOAN E DIXON, CFO
- Phone
- (210) 829-7561
- Website
- WWW.THEVILLAGEIW.ORG
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
TO EXTEND THE HEALING MINISTRY OF JESUS CHRIST TO ALL WE SERVE BY HONORING THE DIGNITY OF EACH PERSON AND ADDRESSING THE UNIQUE NEEDS OF OLDER ADULTS. WE PROVIDE A CONTINUUM OF CARE, HOUSING, AND SUPPORTIVE SERVICES WITH COMPASSION, COMFORT, AND OPPORTUNITIES FOR SPIRITUAL GROWTH
Program accomplishments
- THE RETIREMENT COMMUNITY SERVES AS A CENTER FOR COMPASSIONATE CARE, PROVIDING CHARITABLE SUPPORT AND ASSISTANCE TO ELDERLY AND ILL MEMBERS OF THE CONGREGATION OF THE SISTERS OF CHARITY OF THE INCARNATE WORD, AS WELL AS TO OLDER ADULTS IN THE BROADER COMMUNITY. THE COMMUNITY HAS PROVIDED CARE TO 465 RESIDENTS INCLUDING 63 SISTERS AND PROVIDED CHARITABLE SUPPORT OF $222,097 THROUGH SUBSIDIES.Expenses $16,112,466 · grants $222,097 · revenue $18,211,359
- THE SISTERS CARE PROGRAM IS A HOME-BASED MINISTRY THAT DELIVERS PERSONALIZED CARE TO OLDER ADULTS OF ALL BACKGROUNDS. SERVICES INCLUDE PERSONAL CARE, HOMEMAKING, RESPITE SUPPORT, AND SPIRITUAL COMPANIONSHIP. SERVICES ARE PROVIDED ON A SLIDING SCALE TO THOSE WHO QUALIFY AND ARE AVAILABLE TO BOTH RESIDENTS OF OUR RETIREMENT COMMUNITY AND SENIORS IN THE BROADER SURROUNDING AREA. SISTERS CARE SERVED 203 INDIVIDUALS, PROVIDED 22,063 VISITS, 101,633 HOURS OF SERVICES AND OFFERED CHARITY CARE OF $114,878 THROUGH SUBSIDIES.Expenses $2,410,032 · grants $114,878 · revenue $2,881,896
What it must file and when
IRS records say it files Not required (church). Churches are not required to file. Its accounting year ends in August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990 on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990 on file |
IRS record
- EIN
- 74-1109717
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Church
- Exempt since
- 1946
- Accounting year ends
- August
- Files
- Not required (church)
- Group exemption
- 0928: UNITED STATES CATHOLIC CONFERENCE
- Assets (IRS master file)
- $12,402,465
- Income (IRS master file)
- $23,859,376
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | August 2025 | $23,839,255 | $21,816,452 | $12,402,465 | XML |
| 990 | August 2024 | $20,957,191 | $20,742,883 | $10,392,861 | XML |
| 990 | August 2023 | $20,530,335 | $19,965,564 | $10,055,410 | XML |
| 990 | August 2022 | $20,945,259 | $19,912,576 | $9,394,597 | IRS |
| 990 | August 2021 | – | – | – | IRS |
| 990 | August 2020 | – | – | – | IRS |
| 990 | August 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 74-1109717).
Questions about INCARNATE WORD RETIREMENT COMMUNITY INC
- What is the EIN of INCARNATE WORD RETIREMENT COMMUNITY INC?
- The employer identification number (EIN) of INCARNATE WORD RETIREMENT COMMUNITY INC is 74-1109717.
- Is INCARNATE WORD RETIREMENT COMMUNITY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1946.
- Which annual return does INCARNATE WORD RETIREMENT COMMUNITY INC file?
- Form Not required (church). Churches are not required to file.
- When is the next return of INCARNATE WORD RETIREMENT COMMUNITY INC due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did INCARNATE WORD RETIREMENT COMMUNITY INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended August 2025.
- Who is the principal officer of INCARNATE WORD RETIREMENT COMMUNITY INC?
- The 990 for the year ended August 31, 2025 names LE ROY FIELDS CAMPBELL.
- Who are the officers and directors of INCARNATE WORD RETIREMENT COMMUNITY INC?
- The 990 for the year ended August 31, 2025 lists 21 people; 9 received compensation from the organization, the highest $152,968 (ELIZABETH BLAND, COO).
- How much revenue does INCARNATE WORD RETIREMENT COMMUNITY INC have?
- On its 990 for the year ended August 31, 2025 it reported revenue of $23,839,255, expenses of $21,816,452 and total assets of $12,402,465 at year end.
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