Incarnate Word Retirement Community Inc
Public records show a registered, tax-exempt organization in good standing.
What it says it does
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
- Income
- $23.8 million
- Spending
- $21.8 million
- Spent on programs
- 85%
- Reserves
- 4.4 months of spending
- Largest source of income
- fees for its services, 86%
- Employees
- 420
- Volunteers
- 100
- Highest pay
- $163,750, coo
Source: Form 990 for the year ending August 31, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Financial health
Good: 85 out of 100.
Reserves
20 of 35Spendable reserves would cover 4.4 months of spending.
Debt
20 of 20It owes 9% of what it owns.
Living within its means
15 of 15Income exceeded spending by 8% of income.
Income trend
15 of 15Income rose 14% on the year before.
Spending floor
15 of 1585% of spending went to programs and raising each dollar of donations cost 11 cents.
Source: Form 990 for the year ending August 31, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Governance
Strong: 100 out of 100.
Independent board
25 of 2512 of 13 voting board members are independent.
Conflict of interest policy
15 of 15Has a written conflict of interest policy.
Whistleblower policy
8 of 8Has a written whistleblower policy.
Record keeping policy
7 of 7Has a written policy on keeping and destroying records.
Board minutes
5 of 5Keeps minutes of board meetings.
Board sees the tax return
10 of 10Gave the board a copy of this return before filing it.
Pay set independently
5 of 5Sets its chief executive's pay through independent review and comparison.
Independent check of accounts
15 of 15Its accounts were audited by an independent accountant.
No reported misuse
10 of 10Reports no diversion of assets, excess benefits or loans to insiders.
Source: Form 990 for the year ending August 31, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Impact evidence
Describes programs. Its tax return describes what it does but we have found no measurable results in it.
Programs described in its return (2)
- $16.1 million spent. 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.
- $2.4 million spent. 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.
Source: Form 990 for the year ending August 31, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Legitimacy checks
Is it registered with the IRS? Passed.
Listed in the IRS master file of tax-exempt organizations as a 501(c)(3) charitable organization.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
Has the IRS revoked its tax-exempt status? Passed.
Not on the IRS automatic revocation list.
Source: Automatic revocation of exemption list, Internal Revenue Service, file dated November 6, 2026.
Are donations tax-deductible? Worth knowing.
Not individually listed by the IRS as eligible, which is usual for churches. The master file records contributions to it as deductible.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
Is it keeping up with its IRS filings? Worth knowing.
The IRS does not require this organization to file annual returns.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
How long has it been tax-exempt? Passed.
Recognized by the IRS since March 1946.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
Is it in good standing with state regulators? Passed.
Not on California's list of charities barred from soliciting. Other states are not yet checked.
Source: May Not Operate or Solicit for Charitable Purposes list, California Attorney General, Registry of Charities and Fundraisers, file dated November 4, 2026.
Ratings and checks are our reading of public records, using the published method. They are not a statement about anyone's honesty. If you work for this organization, you can send corrections or results, confirm you want gifts through Veridonate, or ask to be removed from giving.