2020-11-12T17:27:07-06:00 2019-12-31 742533381 JAYNES REITMEIER BOYD & THERRELL PC 5400 BOSQUE BLVD STE 600 WACO TX 767104459 990 2019-01-01 742867580 HEART OF TEXAS COMMUNITY HEALTH CENTER INC HEAR 2543134200 1600 PROVIDENCE DRIVE WACO TX 767072261 ANNETTE BALLEW CFO 2543134200 2020-11-05 1 NANCY A LIVINGSTON P00044678 2547764190 2020-11-05 68.93.159.109 2020-11-05 14:22:53 CS P 47FFA8B73A7A773623B1EA116AEAA9F0D740E9FE 0FE29FF7AB30A1CEBB26CD820D345ABF61D88B3F 2019 2021-01-29 14:40:06Z FAMILY HEALTH (FORMERLY PRACTICE) CENTER JACKSON GRIGGS 1600 PROVIDENCE DRIVE WACO TX 767072261 68812404 0 X N/A X 1998 TX INCREASE ACCESS TO, AND REDUCE DISPARITIES IN, PRIMARY HEALTH CARE SERVICES FOR THE VULNERABLE OF MCLENNAN COUNTY, TEXAS. 13 13 587 301 0 0 44595973 52767737 13946935 15865140 105743 179527 0 0 58648651 68812404 0 0 0 0 42654577 41671950 0 0 0 15763460 17213217 58418037 58885167 230614 9927237 27130666 39065898 5094563 7102558 22036103 31963340 INCREASE ACCESS TO, AND REDUCE THE DISPARITIES IN THE PROVISION OF, PRIMARY HEALTH CARE SERVICES FOR THE VULNERABLE OF MCLENNAN COUNTY, TEXAS. 0 0 40253690 12424392 MEDICAL CARE TO THE POOR OF MCLENNAN COUNTY, TEXAS THROUGH DIRECT BILLING OF GOVERNMENT PROGRAMS, PATIENTS' INSURANCE, AND THE PATIENTS THEMSELVES. 15654213 3440748 MEDICAL CARE TO THE POOR OF MCLENNAN COUNTY, TEXAS THROUGH A SUBCONTRACT WITH ANOTHER 501(C)(3) ORGANIZATION (MCLENNAN COUNTY MEDICAL EDUCATION AND RESEARCH FOUNDATION: 74-1873453) 55907903 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 1 120 0 1 587 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X ANNETTE BALLEW 2543134200 1600 PROVIDENCE DRIVE WACO TX 767072261 MARK BEAIRDMD OB/GYN 40.00 X 339936 0 7725 JACKSON GRIGGS MD CEO 02/19-12/19 40.00 X 316062 0 7725 KIMBERLY MICUSMD OB/GYN 40.00 X 306362 0 7725 TERRIAWKIA WOODS-CAMPBELLMD OB/GYN 40.00 X 291866 0 7725 KEVIN STEELEMD FAMILY PHYSICIAN 40.00 X 291190 0 7725 FLOYD WATSONMD FAMILY PHYSICIAN 40.00 X 286265 0 7725 CLIFTON MARTIN JR DDS CDO 40.00 X 253890 0 7500 KELLEY REYNOLDSMD CMO 40.00 X 239281 0 7725 D MICHAEL HARDINMD RESIDENCY PROGRAM DIRECTOR 40.00 X 204046 0 7725 ANNETTE BALLEW CFO 40.00 X 163425 0 7650 DAVID HUNT COO 40.00 X 151988 0 7600 JOHN GILLMD CMIO 40.00 X 141390 0 7600 ROLAND GOERTZMD CEO 01/19-02/19 40.00 X 142942 0 2600 TOBY MATULA CIO 40.00 X 129233 0 7500 CHRISTINE LEWIS DOO 40.00 X 106823 0 7350 DALE BARRON CAO 40.00 X 98731 0 7300 PATRICIA BURGESS DIRECTOR 1.00 X 0 0 0 MARY GONZALEZ SECOND VP 1.00 X X 0 0 0 IRENE BROWN SECRETARY 1.00 X X 0 0 0 ROBERT GRAYSONMD PRESIDENT/BOARD CHAIR 1.00 X X 0 0 0 DELIA ANZALDUA-RIVERA DIRECTOR/QALIASIONA/CPIC 1.00 X 0 0 0 CARLTON WILLIS FIRST VP 1.00 X X 0 0 0 WILLIAM CLIFTON JR DIRECTOR 1.00 X 0 0 0 GEORGE JOHNSON DIRECTOR 1.00 X 0 0 0 GLORIA GUERRA DIRECTOR 1.00 X 0 0 0 MARK HOBBS DIRECTOR 1.00 X 0 0 0 KRISTEN PADILLA-MAINOR DIRECTOR 1.00 X 0 0 0 ALFRED SOLANO DIRECTOR 1.00 X 0 0 0 SHERRI WILLIAMS DIRECTOR 1.00 X 0 0 0 ROANE LACYJR DIRECTOR 1.00 X 0 0 0 MARTINA ESCALANTE DIRECTOR 1.00 X 0 0 0 SHARON SHIELDSPHD DIRECTOR 1.00 X 0 0 0 3463430 0 116900 77 0 1 0 J&M QUALITY CLEANING 3332 WINGATE WACO TX 76706 CLEANING/HOUSEKEEPING 314139 1 7130582 45637155 52767737 MEDICAL CARE TO POOR-A 900099 12424392 12424392 MEDICAL CARE TO POOR-B 900099 3440748 3440748 15865140 179527 179527 68812404 15865140 0 179527 1947812 1168687 779125 33949694 32931203 1018491 699324 663372 35952 2614143 2434381 179762 2460977 2353120 107857 24503 24503 82946 82946 1180251 944201 236050 317607 285846 31761 334561 301105 33456 5376863 5108020 268843 613565 552208 61357 482156 482156 124375 40000 84375 PHARMACEUTICALS 5179562 5179562 CLINICAL SUPPLIES 3168952 3168952 RECRUITING 199190 179271 19919 MISCELLANEOUS 128686 115819 12867 58885167 55907903 2977264 0 11039 11450 12645471 21705057 7167101 10963681 596012 245391 419849 427964 175903 81077 10722607 5091329 6115291 5631278 27130666 39065898 3396578 4893314 1697985 2209244 5094563 7102558 X 22036103 31963340 0 0 0 0 22036103 31963340 27130666 39065898 9927237 0 X X 0 1 X 1 1 1 X 35962988 38203404 39200318 44595973 52767737 210730420 35962988 38203404 39200318 44595973 52767737 210730420 210730420 125685 86259 64969 105743 179527 562183 211292603 65806426 0.99730 0.99730 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 228680 228680 1742964 696471 1046493 5127474 1419798 3707676 3623489 2975060 648429 5631278 X 63533029 0 63533029 5279375 5279375 68812404 57906539 0 57906539 978628 978628 58885167 PART X, LINE 2: FEDERAL AND STATE TAXES THE INTERNAL REVENUE SERVICE HAS RULED THAT THE CENTER QUALIFIES AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND, ACCORDINGLY, IS GENERALLY EXEMPT FROM FEDERAL INCOME TAXES. ADDITIONALLY, THE CENTER HAS BEEN GRANTED EXEMPTION FROM STATE INCOME AND SALES TAXES BY THE STATE OF TEXAS COMPTROLLER'S OFFICE. THE CENTER RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS (INCLUDING WHETHER EXEMPT INCOME MIGHT BE DETERMINED TO BE UNRELATED BUSINESS INCOME AND WHETHER IT HAS PROPERLY MAINTAINED ITS EXEMPT STATUS) IF SUCH POSITIONS ARE PROBABLE OF BEING SUSTAINED (I.E., PROBABLE THAT ADJUSTMENTS WOULD NOT BE DETECTED AND MADE BY TAXING AUTHORITIES). RECOGNIZED INCOME TAX PROVISIONS ARE MEASURED AT THE LARGEST AMOUNT THAT IS GREATER THAN 50% OF BEING REALIZED. CHANGES IN THE RECOGNITION OR MEASUREMENT ARE REFLECTED IN THE PERIOD IN WHICH THE CHANGE IN JUDGMENT OCCURS. THE CENTER RECORDS INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS IN MANAGEMENT AND GENERAL EXPENSES. PART XI, LINE 4B - OTHER ADJUSTMENTS: FISCAL YEAR OF 9/30 ON AUDIT VS. CALENDAR YEAR 12/31 ON FORM 990(TIMING) 5,279,375. PART XII, LINE 4B - OTHER ADJUSTMENTS: FISCAL YEAR OF 9/30 ON AUDIT VS CALENDAR YEAR 12/31 ON FORM 990 (TIMING) 978,628. X X X 0 0 0 0 0 0 0 0 0 MARK BEAIRDMD OB/GYN 334936 0 5000 0 0 0 0 0 7725 0 347661 0 0 0 JACKSON GRIGGS MD CEO 02/19-12/19 316062 0 0 0 0 0 0 0 7725 0 323787 0 0 0 KIMBERLY MICUSMD OB/GYN 301362 0 5000 0 0 0 0 0 7725 0 314087 0 0 0 TERRIAWKIA WOODS-CAMPBELLMD OB/GYN 286866 0 5000 0 0 0 0 0 7725 0 299591 0 0 0 KEVIN STEELEMD FAMILY PHYSICIAN 218439 0 72751 0 0 0 0 0 7725 0 298915 0 0 0 FLOYD WATSONMD FAMILY PHYSICIAN 222379 0 63886 0 0 0 0 0 7725 0 293990 0 0 0 CLIFTON MARTIN JR DDS CDO 163819 0 90071 0 0 0 0 0 7500 0 261390 0 0 0 KELLEY REYNOLDSMD CMO 229667 0 9614 0 0 0 0 0 7725 0 247006 0 0 0 D MICHAEL HARDINMD RESIDENCY PROGRAM DIRECTOR 199046 0 5000 0 0 0 0 0 7725 0 211771 0 0 0 ANNETTE BALLEW CFO 163425 0 0 0 0 0 0 0 7650 0 171075 0 0 0 DAVID HUNT COO 151988 0 0 0 0 0 0 0 7600 0 159588 0 0 0 SEE SUPPLEMENTAL INFORMATION 0 FORM 990, PAGE 4, LINE 28C THE ORGANIZATION WAS A PARTY TO A BUSINESS TRANSACTION WITH ANOTHER CHARITABLE ORGANIZATION OF WHICH SOME OF THE CURRENT OFFICERS OR DIRECTORS ARE ALSO OFFICERS OR DIRECTORS. ACCORDING TO THE IRS INSTRUCTIONS FOR SCHEDULE L, TAX-EXEMPT ORGANIZATIONS ARE NOT INCLUDED IN THE DEFINITION OF INTERESTED PARTIES FOR WHICH DISCLOSURE OF TRANSACTIONS MUST BE MADE; THEREFORE, THE TRANSACTIONS ARE NOT INCLUDED IN PART IV OF SCHEDULE L. BECAUSE THE QUESTION ON PAGE 4, LINE 28C DOES NOT INDICATE THE EXCEPTION,THE ORGANIZATION HAS ANSWERED "YES" TO LINE 28C. FORM 990, PART VI, SECTION B, LINE 11B IF TIME PERMITS BEFORE THE DUE DATE OF THE RETURN, A COPY IS MAILED TO BOARD MEMBERS PRIOR TO FILING AND AN OPPORTUNITY TO DISCUSS IS PRESENTED AT THE NEXT BOARD MEETING. OTHERWISE, THE BOARD IS PROVIDED THE 990 AND AN OPPORTUNITY FOR QUESTIONS FOLLOWING THE FILING. THE BOARD IS GIVEN THE PUBLIC DISCLOSURE COPY IN ORDER TO PROTECT DONOR ANONYMINITY; HOWEVER, IF A BOARD MEMBER REQUESTS THE COPY WITHOUT DONOR INFORMATION REDACTED, THE COPY IS PROVIDED TO THEM. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY AT BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION IS DETERMINED BY THE BOARD ANNUALLY FOR THE EXECUTIVE DIRECTOR(CEO) AND BY THE EXECUTIVE DIRECTOR ANNUALLY FOR OTHER KEY EMPLOYEES. SALARIES ARE SET BASED ON INDUSTRY STANDARDS. THE DECISIONS REGARDING SALARIES ARE RECORDED IN THE BOARD MINUTES AND IN EMPLOYEE RECORDS AS PART OF THEIR PERFORMANCE REVIEW PROCESS. ALSO, THE DETERMINATION OF SALARIES IS AN INHERENT ASPECT OF THE ANNUAL BUDGETING PROCESS. FORM 990, PART VI, SECTION C, LINE 19 ALL ARE AVAILABLE AND PROVIDED UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEARS. MCLENNAN COUNTY MEDICAL EDUCATION & RESEARCH FOUNDATION 1600 PROVIDENCE DRIVE WACO TX 76707 741873453 MEDICAL EDUCATION TX 501(C)(3) 4 N/A 0 WACO FAMILY PRACTICE FOUNDATION 1600 PROVIDENCE DRIVE WACO TX 76707 742446071 SUPPORT 501(C)(3)S TX 501(C)(3) 11-TYPE I N/A 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 MCLENNAN COUNTY MEDICAL EDUCATION AND RESEARCH FOUNDATION L 3394666 ACTUAL WACO FAMILY PRACTICE FOUNDATION K 2588034 ACTUAL WACO FAMILY PRACTICE FOUNDATION L 197400 ACTUAL MCLENNAN COUNTY MEDICAL EDUCATION AND RESEARCH FOUNDATION L 115800 ACTUAL PART II & PART V, LINE 1(L) COMPENSATION IS FILED PROPERLY WITH MCLENNAN COUNTY MEDICAL EDUCATION & RESEARCH FOUNDATION(MCMERF) THROUGH AN AGREED-UPON ARRANGEMENT. PART II & PART V, LINE 1(K) PERSONAL AND REAL PROPERTY LEASES WITH WACO FAMILY PRACTICE FOUNDATION (WFPF) ARE USED EXCLUSIVELY FOR THE EXEMPT PURPOSE RELATED TO PROVIDING HEALTHCARE. PART II & PART V, LINE 1(L) COMPENSATION FOR SERVICES RENDERED IS RECEIVED FROM MCLENNAN COUNTY MEDICAL EDUCATION FOUNDATION (MCMERF) AND WACO FAMILY PRACTICE FOUNDATION (WFPF)ACCORDING TO THE MANAGEMENT SERVICES AGREEMENT BETWEEN HEART OF TEXAS COMMUNITY HEALTH CENTER AND MCMERF AND WFPF.