2018-11-14T13:52:25-06:00 2017-12-31 742533381 JAYNES REITMEIER BOYD & THERRELL PC 5400 BOSQUE BLVD STE 500 WACO TX 767104459 990 2017-01-01 742867580 HEART OF TEXAS COMMUNITY HEALTH CENTER INC HEAR 2543134200 1600 PROVIDENCE DRIVE WACO TX 767072261 ANNETTE BALLEW CFO 2543134200 2018-11-14 1 NANCY A LIVINGSTON P00044678 2547764190 2018-11-14 68.93.159.109 2018-11-14 13:20:45 CS P 07626AF53FD51A70B15D58DF3C369F3369A29736 29732C4E7C786267A744EE48EC26CCAA0603A017 2017 2019-02-21 02:37:17Z FAMILY HEALTH (FORMERLY PRACTICE) CENTER ROLAND GOERTZ 1600 PROVIDENCE DRIVE WACO TX 767072261 51547959 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. 11 11 602 0 0 0 38203404 39200318 12302707 12282672 86259 64969 0 0 50592370 51547959 0 0 0 0 36019256 36740692 0 0 0 13728631 15250622 49747887 51991314 844483 -443355 26432129 25370327 4183285 3564838 22248844 21805489 INCREASE ACCESS TO, AND REDUCE THE DISPARITIES IN THE PROVISION OF, PRIMARY HEALTH CARE SERVICES FOR THE VULNERABLE OF MCLENNAN COUNTY, TEXAS. 0 0 35549145 8739519 MEDICAL CARE TO THE POOR OF MCLENNAN COUNTY, TEXAS THROUGH DIRECT BILLING OF GOV'T PROGRAMS, PATIENTS' INSURANCE, AND THE PATIENTS THEMSELVES. 13824668 3543153 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) 49373813 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 1 119 0 1 602 1 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X ANNETTE BALLEW 2543134200 1600 PROVIDENCE DRIVE WACO TX 767072261 PATRICIA BURGESS DIRECTOR 1.00 X 0 0 0 MARTINA ESCALANTE DIRECTOR 1.00 X 0 0 0 MARY GONZALEZ SECOND VP 1.00 X X 0 0 0 IRENE BROWN DIRECTOR 1.00 X 0 0 0 ROANE LACY JR SECRETARY 1.00 X X 0 0 0 ROBERT GRAYSONMD PRESIDENT 1.00 X X 0 0 0 SHARON SHIELDS EDD DIRECTOR 1.00 X 0 0 0 DELIA ANZALDUA-RIVERA DIRECTOR 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 ROLAND GOERTZ MD CEO 40.00 X 465634 0 7825 JOHN GILL MD CMIO 40.00 X 146458 0 7500 TOBY MATULA CIO 40.00 X 123160 0 7500 D MICHAEL HARDIN MD RESIDENCY PROGRAM DIRECTOR 40.00 X 175778 0 7825 KELLEY REYNOLDS MD CMO 40.00 X 233432 0 7825 CLIFTON MARTIN DDS CDO 40.00 X 193843 0 7600 DAVID HUNT COO 40.00 X 144834 0 7700 ANNETTE BALLEW MS CPA FACMPE CGMA CFO 40.00 X 150794 0 7700 CHRISTINE LEWIS DIRECTOR OF OPERATIONS/STA 40.00 X 103830 0 7400 TERRIAWKIA WOODS-CAMPBELL MD OB/GYN 40.00 X 265437 0 7825 HAYLEY VOIGE DO OB/GYN 40.00 X 278725 0 7825 JERRY KORTEWEG MD FAMILY PHYSICIAN 40.00 X 230152 0 7800 KIMBERLY MICUS MD FAMILY PHYSICIAN 40.00 X 247177 0 6800 MARK BEAIRD MD OB/GYN 40.00 X 322243 0 7825 3081497 0 106950 75 0 1 0 J&M QUALITY CLEANING 3332 WINGATE WACO TX 76706 CLEANING 249352 1 6755888 32444430 39200318 MEDICAL CARE TO POOR-A 900099 8739519 8739519 MEDICAL CARE TO POOR-B 900099 3543153 3543153 12282672 64969 64969 51547959 12282672 0 64969 1737762 1042657 695105 29061312 28189472 871840 621595 590256 31339 3235425 3078731 156694 2084598 1990581 94017 8220 8220 102052 102052 996399 797119 199280 340173 306155 34018 307477 276729 30748 4359138 4141181 217957 567231 510508 56723 543532 543532 127999 40000 87999 CLINICAL SUPPLIES 4381272 4381272 PHARMACEUTICALS 3202022 3202022 MISCELLANEOUS 192180 172964 19216 RECRUITING 122927 110634 12293 51991314 49373813 2617501 0 10840 10940 10095312 10944781 7316069 6272702 1270287 937565 511633 423122 85827 222155 10688734 4129672 7142161 6559062 26432129 25370327 2487377 2342346 1695908 1222492 4183285 3564838 X 22248844 21805489 0 0 0 0 22248844 21805489 26432129 25370327 -443355 0 X X 0 1 X 1 1 1 X 29387770 29758843 35962988 38203404 39200318 172513323 29387770 29758843 35962988 38203404 39200318 172513323 172513323 162963 132823 125685 86259 64969 572699 173086022 55522143 0.99670 0.99570 X 228680 228680 1742964 467415 1275549 5127474 1069344 4058130 3589616 2592913 996703 6559062 X 53117938 1569979 1569979 51547959 0 51547959 53089565 1098251 1098251 51991314 0 51991314 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 2D - OTHER ADJUSTMENTS: FISCAL YEAR OF 9/30 ON AUDIT VS. CALENDAR YEAR 12/31 ON FORM 990(TIMING) 1,569,979. PART XII, LINE 2D - OTHER ADJUSTMENTS: FISCAL YEAR OF 9/30 ON AUDIT VS CALENDAR YEAR 12/31 ON FORM 990 (TIMING) 1,098,251. X X X 0 0 0 0 0 0 0 0 0 ROLAND GOERTZ MD CEO 465634 0 0 0 0 0 0 0 7825 0 473459 0 0 0 JOHN GILL MD CMIO 144958 0 1500 0 0 0 0 0 7500 0 153958 0 0 0 D MICHAEL HARDIN MD RESIDENCY PROGRAM DIRECTOR 170778 0 5000 0 0 0 0 0 7825 0 183603 0 0 0 KELLEY REYNOLDS MD CMO 223681 0 9751 0 0 0 0 0 7825 0 241257 0 0 0 CLIFTON MARTIN DDS CDO 148944 0 44899 0 0 0 0 0 7600 0 201443 0 0 0 DAVID HUNT COO 144834 0 0 0 0 0 0 0 7700 0 152534 0 0 0 ANNETTE BALLEW MS CPA FACMPE CGMA CFO 150794 0 0 0 0 0 0 0 7700 0 158494 0 0 0 TERRIAWKIA WOODS-CAMPBELL MD OB/GYN 260437 0 5000 0 0 0 0 0 7825 0 273262 0 0 0 HAYLEY VOIGE DO OB/GYN 273725 0 5000 0 0 0 0 0 7825 0 286550 0 0 0 JERRY KORTEWEG MD FAMILY PHYSICIAN 198382 0 31770 0 0 0 0 0 7800 0 237952 0 0 0 KIMBERLY MICUS MD FAMILY PHYSICIAN 244677 0 2500 0 0 0 0 0 6800 0 253977 0 0 0 MARK BEAIRD MD OB/GYN 317243 0 5000 0 0 0 0 0 7825 0 330068 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 COPY MAILED TO BOARD MEMBERS. OPPORTUNITY TO DISCUSS PRESENTED AT BOARD MEETING. 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 & RESEARCH 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 3385854 ACTUAL WACO FAMILY PRACTICE FOUNDATION K 1803692 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.