2022-11-10T12:09:40-06:00 2021-12-31 742606559 ADKF PC 9601 MCALLISTER FREEWAY SUITE 800 SAN ANTONIO TX 78216 990 2021-01-01 262011830 MCKENNA FOUNDATION MCKE 8306069500 801 W SAN ANTONIO ST NEW BRAUNFELS TX 78130 ALICE JEWELL CEO 8306069500 2022-11-09 1 ALICE JEWELL 999009999 JOSEPH A HERNANDEZ P00950841 2108291300 2022-11-08 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z ALICE JEWELL 801 W SAN ANTONIO ST NEW BRAUNFELS TX 78130 6366810 0 X WWW.MCKENNA.ORG X 2008 TX TO PROVIDE SERVICES TO ENHANCE THE HEALTH AND WELL-BEING OF THE NEW BRAUNFELS COMMUNITY. 9 9 0 0 11628 4760 1850 227829 0 0 3623567 4215367 41250 4400 3666667 4447596 2954124 3156930 0 0 258743 262217 0 0 0 819540 892848 4032407 4311995 -365740 135601 82934973 90092178 7717544 8063049 75217429 82029129 THE MISSION OF MCKENNA IS TO ADVANCE THE WELL-BEING OF THE NEW BRAUNFELS COMMUNITY. 0 0 3547924 3156931 THE MCKENNA FOUNDATION AWARDS FUNDS TO APPROVED GRANT APPLICANTS WHO ARE NONPROFIT ORGANIZATIONS THAT OFFER NEW OR EXISTING PROGRAMMING THAT FALL WITHIN OUR WELL-BEING PRIORITIES. 3547924 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 X 5 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X CHANDRA ENGELKE 8306069500 801 W SAN ANTONIO ST NEW BRAUNFELS TX 78130 JEFF ALBRECHT MEMBER 2.00 1.00 X 0 0 0 LORRIE COLES VICE CHAIR 2.00 X X 0 0 0 JULIE GARCIA MEMBER 2.00 X 0 0 0 ROBERT HUNT MEMBER 2.00 1.00 X 0 0 0 STEPHANIE BASCON MEMBER 2.00 X 0 0 0 TIM OWENS MEMBER 2.00 X 0 0 0 ROSE ZAMORA CHAIR 2.00 X X 0 0 0 DAVID GLAZENER MEMBER 2.00 X 0 0 0 MELISSA KRAUSE MEMBER 2.00 X 0 0 0 ALICE JEWELL CEO 38.00 2.00 X 0 181534 20224 CHANDRA ENGELKE CFO 20.00 20.00 X 0 131005 8848 0 312539 29072 0 0 1 0 0 225564 2265 227829 2372629 11628 2361001 3761952 1919214 1842738 1842738 1842738 MISC 900099 4400 4400 4400 4447596 4400 11628 4203739 3156930 3156930 201133 201133 61084 61084 248399 248399 35000 35000 1900 1900 22547 22547 9750 9750 12096 12096 9038 9038 6667 6667 40530 40530 GENERAL OVERHEAD ALLOCA 480672 480672 GRANTEE EDUCATION EXPEN 14920 14920 DUES AND SUBSCRIPTIONS 8694 8694 BANK FEES 2635 2635 4311995 3547924 764071 0 136204 68065 102277 26348 42191 34425 31092 10000 3333 80269406 87021825 2561154 2786348 82934973 90092178 63045 1958314 2525510 5696185 5537539 7717544 8063049 X 72588210 79140504 2629219 2888625 75217429 82029129 82934973 90092178 135601 6676099 0 X X 0 1 X 1 0 X X X 2 MCKENNA HEALTH MANAGEMENT 742844558 10 1 34840 0 SEE SCHEDULE I PART II 000000000 7 0 3122091 0 2 3156931 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE A, PART IV, SECTION A, LINE 1 HOW SUPPORTED ORGANIZATIONS ARE DESIGNATED: THE FOUNDATION'S SUPPORTED ORANIZATIONS ARE DESIGNATED BY THE FOUNDATION'S PURPOSE TO FINANCIALLY SUPPORT INSTITUTIONS AND PROGRAMS IN FURTHERANCE OF ADVANCING THE WELL-BEING OF THE NEW BRAUNFELS COMMUNITY. SCHEDULE A, PART IV, SECTION B, LINE 1 HOW THE SUPPORTED ORGANIZATION OPERATES, SUPERVISES OR CONTROLS: THE SOLE MEMBERS OF THE BOARD OF MCKENNA HEALTH MANAGEMENT SERVE AS THE OFFICERS OF THE BOARD FOR THE SUPPORTING ORGANIZATION, AND THE TOP MANAGEMENT OFFICIAL OF MCKENNA HEALTH MANAGEMENT IS ALSO THE TOP MANAGEMENT OFFICIAL OF THE SUPPORTING ORGANIZATION. BY HAVING THESE INDIVIDUALS SERVE AS OFFICERS OF BOTH ORGANIZATIONS, MCKENNA HEALTH MANAGEMENT, THE SUPPORTED ORGANIZATION, EFFECTIVELY OPERATES AND SUPERVISES MCKENNA FOUNDATION, THE SUPPORTING ORGANIZATION. SCHEDULE A, PART IV, SECTION B, LINE 2 SUPPORTED ORGANIZATIONS THAT DO NOT CONTROL THE SUPPORTING ORGANIZATION: THE MISSION OF MCKENNA HEALTH MANAGEMENT, RECOGNIZED AS THE SUPPORTED ORGANIZATION THAT OPERATES, SUPERVISES AND CONTROLS MCKENNA FOUNDATION IS TO ADVANCE THE WELL-BEING OF THE NEW BRAUNFELS COMMUNITY. THE VARIOUS OTHER ORGANIZATIONS THAT RECEIVE SUPPORT FROM MCKENNA FOUNDATION, AS LISTED ON SCHEDULE I, PART II, DO NOT OPERATE, SUPERVISE OR CONTROL THE FOUNDATION. HOWEVER THESE OTHER ORGANIZATIONS WORK TOWARDS THE SAME PURPOSE AS MCKENNA HEALTH MANAGEMENT BY HELPING THE NEW BRAUNFELS COMMUNITY AS MENTIONED IN COLUMN (H) OF SCHEDULE I, PART II. SCHEDULE A, PART IV, SECTION A, LINE 5A ADDED, SUBSTITUTED OR REMOVAL OF ANY SUPPORTED ORGANIZATIONS: THE FOUNDATION'S GOVERNING DOCUMENTS STATE THAT THE FOUNDATION PROVIDES SUPPORT TO ORGANIZATIONS THAT FURTHER THE FOUNDATION'S EXEMPT PURPOSE. ALL ORGANIZATIONS THAT RECEIVED SUPPORT FROM THE FOUNDATION DURING 2021 ARE LISTED ON SCHEDULE I, PART II. ANY VARIATION FROM THE ORGANIZATIONS LISTED ON THE 2020 TAX RETURN, IS DUE TO EITHER A NEW ORGANIZATION THAT MEETS THE REQUIREMENTS NECESSARY TO BE DESIGNATED AS A SUPPORTED ORGANIZATION OR AN EXISTING ORGANIZATION DID NOT REQUIRE FUNDS FOR 2021. THE ORGANIZATIONS LISTED ON SCHEDULE I CHANGE DEPENDING ON THE FUNDING NEEDS OF THE SUPPORTED ORGANIZATION FOR THE TAX YEAR. THE BOARD OF DIRECTORS HAVE THE AUTHORITY TO APPROVE ALL ADDITIONS AND SUBSTITUTIONS, AND THESE ACTIONS ARE APPROVED AT VARIOUS MEETINGS THROUGHOUT THE YEAR. SCHEDULE A, PART I, LINE 12G SUPPORTED ORGANIZATIONS: THE FOUNDATION'S SUPPORTED ORGANIZATIONS ARE DESIGNATED BY THE FOUNDATION'S PURPOSE TO FINANCIALLY SUPPORT INSTITUTIONS AND PROGRAMS IN FURTHERANCE OF ADVANCING THE WELL-BEING OF THE NEW BRAUNFELS COMMUNITY. THE ORGANIZATIONS LISTED ON SCHEDULE I, PART II ARE ALL TAX-EXEMPT ORGANIZATIONS THAT FURTHER THIS PURPOSE. 34425 31092 3333 3333 DUE TO AFFILIATES 5537539 5537539 SCHEDULE D, PART X, LINE 2 ASC 740 FOOTNOTE: MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDC,D IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. 1 ANY BABY CAN 1620 S SEGUIN NEW BRAUNFELS TX 78130 742684333 501C3 50000 0 COMPREHENSIVE FAMILY SUPPORT SERVICES BIG BROTHERS BIG SISTERS 202 BALTIMORE AVE SAN ANTONIO TX 78215 741897630 501C3 10000 0 WORKPLACE MENTORING PROGRAM BULVERDE SENIOR CENTER PO BOX 353 BULVERDE TX 78163 742625611 501C3 20000 0 SENIOR ACTIVITY CENTER OPERATIONS CASA OF CENTRAL TEXAS 1619 E COMMON NEW BRAUNFELS TX 78130 742403373 501C3 42500 0 COURT APPOINTED CHILD ADVOCACY CENTRAL TEXAS DISPUTE RESOLUTION CENTER 829 N LBJ SAN MARCOS TX 78666 270509131 501C3 15000 0 MEDIATION SERVICES CHILDREN ADVOCACY CENTER OF COMAL COUNTY 111 E COMMON NEW BRAUNFELS TX 78131 201100412 501C3 42500 0 MENTAL HEALTH COUNSELING CHOSEN 351 MAIN PLAZA NEW BRAUNFELS TX 78130 200742335 501C3 45000 0 MENTORING PROGRAM COMMUNITES IN SCHOOLS OF SOUTH CENTRAL TEXAS 161 S CASTELL NEW BRAUNFELS TX 78130 742653402 501C3 179950 0 SIGNS OF SUICIDE PREVENTION PROGRAM COMMUNITY ACTION OF CENTRAL TEXAS PO BOX 748 SAN MARCOS TX 78667 741541726 501C3 18000 0 BREAST CANCER NAVIGATION PROGRAM CONNECTIONS INDIVIDUAL & FAMILY SERVICES PO BOX 311268 NEW BRAUNFELS TX 78131 742179169 501C3 479000 0 LAND PURCHASE CRRC OF CANYON LAKE PO BOX 1472 CANYON LAKE TX 78133 571148206 501C3 51000 0 CRISIS ASSISTANCE PROGRAM & EQUIPMENT FAMILY LIFE CENTER OF NEW BRAUNFELS 5513 IH 35 S NEW BRAUNFELS TX 78130 263725345 501C3 35000 0 BENEVOLENT PROGRAM FAMILY PROMISE PO BOX 311866 NEW BRAUNFELS TX 78131 800801136 501C3 20000 0 NEW LEASE ON LIFE AFTER CARE PROGRAM COMAL COUNTY HABITAT FOR HUMANITY 1269 INDUSTRIAL DR NEW BRAUNFELS TX 78130 742667761 501C3 61566 0 HOME REPAIR & WEATHERIZATION PROGRAM HELPING HANDS FOOD PANTRY 11755 HWY 281 N SPRING BRANCH TX 78070 208542727 501C3 21000 0 FOOD PANTRY ASSISTANCE HILL COUNTRY MHDD CENTERS 819 WATER ST KERRVILLE TX 78028 742822017 501C3 175154 0 MOBILE CRISIS OUTREACH TEAM & EQUIPMENT HIS CENTRE 1781 E AMMANN BULVERDE TX 78163 823399298 501C3 750000 0 CAPITAL CAMPAIGN NB HOUSING PARTNERS 801 W SAN ANTONIO ST NEW BRAUNFELS TX 78130 461955404 501C3 240000 0 SHELTER OPERATIONS AND CAPITAL CAMPAIGN NEW BRAUNFELS CHRISTIAN MINISTRIES 1659 S HWY 46 W SUITE 114-405 NEW BRAUNFELS TX 78130 262221231 501C3 213000 0 AFTER SCHOOL CARE AND HEALTHCARE FOR UNINSURED PETS ARE WONDERFUL SUPPORT PO BOX 1381 CANYON LAKE TX 78133 263939497 501C3 22500 0 READING PROGRAM PROVISIONSBULVERDE FOOD PANTRY PO BOX 343 BULVERDE TX 78163 742786561 501C3 14800 0 CLIENT CHOICE FOOD PANTRY RECOVERYWERKS PO BOX 2331 CANYON LAKE TX 78133 473519239 501C3 250000 0 CAPITAL CAMPAIGN RIVER CITY ADVOCACY & COUNSELING 145 LANDA ST NEW BRAUNFELS TX 78130 743004101 501C3 51000 0 PEER SUPPORT AND COUNSELING SERVICES SALVATION ARMY OF COMAL COUNTY 617 S IH BUSINESS 35 NEW BRAUNFELS TX 78130 580660607 501C3 85000 0 HOMELESS PREVENTION SAN ANTONIO FOOD BANK 5200 OLD HWY 90 SAN ANTONIO TX 78227 742122979 501C3 105000 0 FOOD PANTRY PROGRAM STEPS PO BOX 310266 NEW BRAUNFELS TX 78132 453655862 501C3 15000 0 LIFE COACH PROGRAM TEXAS RAMP PROJECT PO BOX 832065 RICHARDSON TX 75083 331139484 501C3 10000 0 DISABILITY RAMPS MCKENNA HEALTH MANAGEMENT 801 W SAN ANTONIO ST NEW BRAUNFELS TX 78130 742844558 501C3 34840 0 COMMUNITY OUTREACH SCHEDULE I, PART I, LINE 2 ORGANIZATION'S PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS: PERIODIC REPORTS ARE REQUIRED AND RECEIVED FROM NONPROFITS THAT HAVE RECEIVED MCKENNA FUNDING THAT PROVIDE INFORMATION ON HOW THE FUNDS ARE BEING USED. MORE INFORMATION RELATED TO OUR PROCEDURES CAN BE FOUND ON OUR WEBSITE. X X X 0 0 0 0 0 0 0 0 0 ALICE JEWELL CEO 0 181114 0 300 0 120 0 10867 0 9357 0 201758 0 0 FORM 990, PART V, LINE 2A EMPLOYEES REPORTED BY ORGANIZATION: THE ORGANIZATION'S FORM W-2S ARE ISSUED BY A RELATED ORGANIZATION, MCKENNA HEALTH MANAGEMENT, WHICH REPORTS ALL FORM W-2S FOR ALL OF ITS RELATED ORGANIZATIONS AND ALLOCATES THE COSTS TO THE APPROPRIATE ORGANIZATION. THE NUMBER OF EMPLOYEES REPORTED ON PART V, LINE 2A IS THE NUMBER OF EMPLOYEES REPORTED ON FORM W-3 RELATED TO THE FILING ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION ENGAGES AN OUTSIDE ACCOUNTING FIRM TO PREPARE FORM 990. ONCE PREPARED, A DRAFT OF THE FORM 990 IS PRESENTED TO THE MCKENNA AUDIT/FINANCE COMMITTEE FOR REVIEW AND RECOMMENDATION TO THE MCKENNA FOUNDATION BOARD FOR APPROVAL. FOLLOWING THE AUDIT/FINANCE COMMITTEE MEETING, THE FORM 990 IS THEN MADE AVAILABLE TO ALL MEMBERS OF THE BOARD. THE MCKENNA FOUNDATION BOARD APPROVES THE FORM 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE ANNUALLY AT THE BEGINNING OF EACH YEAR. THE BOARD RESOLVES ANY CONFLICTS OF INTEREST, AS THEY ARISE, THROUGHOUT THE YEAR. IF A CONFLICT IS FOUND TO EXIST, THE MEMBER ABSTAINS FROM DISCUSSION AND VOTING. IT IS RECORDED IN THE MEETING MINUTES. ALL OTHER EMPLOYEES ARE REQUIRED TO READ AND SIGN THE ORGANIZATION'S CONFLICT OF INTEREST POLICY WHEN THEY ARE HIRED. FORM 990, PART VI, SECTION B, LINE 15 DETERMINATION OF COMPENSATION: THE MCKENNA FOUNDATION BOARD DISCUSSES AND REVIEWS THE COMPENSATION FOR THE CEO BY REVIEWING COMPENSATION COMPARISONS FROM OTHER ORGANIZATIONS OF SIMILAR SIZE. IN ADDITION, THE FOUNDATION BOARD RECEIVES A SALARY SURVEY FROM EXPONENT PHILANTHROPY THAT IS USED IN DETERMINING TOTAL COMPENSATION AND BENEFITS PAID TO THE CEO. THE REVIEW IS CONDUCTED ANNUALLY DURING THE EXECUTIVE SESSION, AND A SUMMARY AND OUTCOME OF THE REVIEW IS DOCUMENTED IN THE CEO'S EMPLOYEE FILE. FORM 990, PART VI, SECTION B, LINE 15B OTHER OFFICER COMPENSATION: THE CEO OF MCKENNA FOUNDATION ANNUALLY REVIEWS THE COMPENSATION OF THE CFO DURING THE REGULAR ANNUAL APPRAISAL PROCESS. ANY COMPENSATION ADJUSTMENT IS DETERMINED BY THE EVALUATION AND PERFORMANCE SCORES. THE REVIEW IS DOCUMENTED IN THE HUMAN RESOURCE PERSONNEL FILES. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC: ALL MCKENNA FOUNDATION GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART V, LINE 2A THERE HAS NOT BEEN ANY CHANGES TO THE OVERSIGHT PROCESS OF THE AUDIT FROM THE PRIOR YEAR. MCKENNA HEALTH MANAGEMENT 801 W SAN ANTONIO ST NEW BRAUNFELS TX 78130 742844558 MGMT SERVICES TX 501(C)(3) LINE 10 MCKENNA FDN 1 MCKENNA MEMORIAL HOSPITAL 801 W SAN ANTONIO ST NEW BRAUNFELS TX 78130 741191729 HEALTH SVC TX 501(C)(3) LINE 3 MCKENNA FDN 1 CHARITABLE TRUST (1) TRUST TX N/A T 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 0 MCKENNA HEALTH MANAGEMENT B 35380 MARKET VALUE MCKENNA HEALTH MANAGEMENT O 502644 MARKET VALUE MCKENNA HEALTH MANAGEMENT P 262217 MARKET VALUE MCKENNA HEALTH MANAGEMENT N 12000 MARKET VALUE MCKENNA HEALTH MANAGEMENT R 939120 MARKET VALUE