2019-10-31T15:21:55-05:00 2018-12-31 BKD LLP 14241 DALLAS PARKWAY SUITE 1100 DALLAS TX 75254 990 2018-01-01 262011830 McKenna Foundation % CHANDRA ENGELKE MCKE 8306069500 801 West San Antonio St New Braunfels TX 78130 ALICE JEWELL CEO 8306069500 2019-11-15 true Jeanette Verrelli P00742631 9727028262 167.68.126.162 76915820193045000004 2019-10-31 P 3A4609AE88E8750525F3293A114FA163A9664E79 EB976710118F518B8933A72D91D1D85239D99EDA 2018 2019-02-21 02:37:17Z ALICE JEWELL 801 WEST SAN ANTONIO STREET NEW BRAUNFELS TX 78130 11564365 false X WWW.MCKENNA.ORG X 2008 TX MCKENNA IS ACTIVE IN PROVIDING services TO ENHANCE THE HEALTH AND WELL-BEING OF THE NEW BRAUNFELS COMMUNITY, SERVING AS A PARTNER AND RESOURCE TO OTHERS WHO SHARE THAT goal. 11 11 3 11 -4266 -4266 1701 13755 0 0 2575157 4818131 0 0 2576858 4831886 2659480 2201522 0 0 287320 231547 0 0 0 810921 763899 3757721 3196968 -1180863 1634918 77923513 70442909 7275353 6958977 70648160 63483932 THE MISSION OF MCKENNA IS TO ADVANCE THE WELL-BEING OF THE NEW BRAUNFELS COMMUNITY. false false 2518831 2201522 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. 2518831 true true false false false false false false false false true false false false true false false true false false true false false false false false false true false true false false false false false false false false false false false false false true true true false false true X 6 0 3 true false false false false false false false false false false false false X 11 11 false false false false false false false true true false false true true true true true true true true false X CHANDRA ENGELKE 8306069500 801 W SAN ANTONIO ST NEW BRAUNFELS TX 78130 JEFF ALBRECHT VICE CHAIR 2.0 1.0 X X 0 0 0 LORRIE COLES director 2.0 0.0 X 0 0 0 JULIE GARCIA director 2.0 0.0 X 0 0 0 NORMA HERRERA director 2.0 0.0 X 0 0 0 ROBERT HUNT SECRETARY 2.0 1.0 X X 0 0 0 MARIO LUNA CHAIR 2.0 1.0 X X 0 0 0 MICHAEL SPAIN director 2.0 0.0 X 0 0 0 DAVID STARCH director 2.0 0.0 X 0 0 0 DIB WALDRIP director 2.0 0.0 X 0 0 0 JIM WESSON director 2.0 0.0 X 0 0 0 ROSE ZAMORA director 2.0 0.0 X 0 0 0 PATTY TONEY VICE CHAIR end: 5/2018 2.0 1.0 X X 0 0 0 ALICE JEWELL CEO 38.0 2.0 X 0 155002 19172 CHANDRA ENGELKE CFO 20.0 20.0 X 0 108913 7375 0 263915 26547 0 false true false 0 13755 13755 0 2062128 -4266 2066394 0 0 0 0 0 9488482 6732479 2756003 2756003 2756003 0 0 0 0 0 0 0 0 0 0 4831886 -4266 4822397 2201522 2201522 0 0 0 0 0 176511 176511 0 42632 42632 12404 12404 0 0 42812 42812 0 0 233697 233697 9084 9084 2401 2401 18042 18042 0 0 7296 7296 2990 2990 0 3484 3484 0 0 0 36356 36356 Dues and subscriptions 7294 7294 Grantee Education Expense 7899 7899 GENERAL OVERHEAD ALLOCATION 392544 392544 3196968 2518831 678137 0 61476 65111 266198 360679 0 0 0 0 0 0 0 0 0 0 0 0 31760 35704 24425 14425 10000 75218972 67879130 2345107 2092285 0 0 0 0 0 0 77923513 70442909 249 4822 1747280 1422214 0 0 0 0 0 0 0 0 0 0 0 0 5527824 5531941 7275353 6958977 X 68036855 61030968 266198 360679 2345107 2092285 70648160 63483932 77923513 70442909 1634918 -8799146 X false true X true false X X X 38 MCKENNA HEALTH MANAGEMENT 742844558 10 true 547282 0 SEE SCHEDULE I PART II 000000000 7 false 1654240 317309 2 2201522 317309 false false false false true true true false false false false false false false false false false false true SCHEDULE A, PART IV, SECTION A, LINE 1 HOW SUPPORTED ORGANIZATIONS ARE DESIGNATED: 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. 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 2018 ARE LISTED ON SCHEDULE I, PART II. ANY VARIATION FROM THE ORGANIZATIONS LISTED ON THE 2017 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 2018. 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 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 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. 24425 14425 10000 0 0 0 10000 0 Due to Affiliates 5531941 5531941 SCHEDULE D, PART X, LINE 2 ASC 740 Footnote: Management has evaluated their income tax positions under the guidance included 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. 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MORE INFORMATION RELATED TO OUR PROCEDURES CAN BE FOUND ON OUR WEBSITE. X X X false false false false false false false false false ALICE JEWELL CEO 0 155002 0 0 0 0 0 9361 0 9811 0 174174 FORM 990, PART VI, SECTION B, LINE 11B DETAILED REVIEW OF THE FORM 990: 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 COMPLIANCE WITH WRITTEN CONFLICT OF INTEREST POLICY: 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 15A 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 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. MCKENNA HEALTH MANAGEMENT 801 W SAN ANTONIO ST NEW BRAUNFELS TX 78130 742844558 MGMT SERVICES TX 501(C)(3) 10 MCKENNA FDN true MCKENNA MEMORIAL HOSPITAL 801 W SAN ANTONIO ST NEW BRAUNFELS TX 78130 741191729 HEALTH SVC TX 501(C)(3) 3 MCKENNA FDN true Charitable Trust (1) trust TX na trust false true false false false false false false false false false false false true true true true true false MCKENNA HEALTH MANAGEMENT B 547282 market value McKenna Health Management O 407676 market value MCKENNA HEALTH MANAGEMENT P 239072 MARKET VALUE MCKENNA HEALTH MANAGEMENT Q 51619 MARKET VALUE MCKENNA HEALTH MANAGEMENT R 1145590 MARKET VALUE