2018-10-22T16:05:54-05:00 2017-12-31 BKD LLP 14241 DALLAS PARKWAY SUITE 1100 DALLAS TX 75254 990 2017-01-01 262011830 McKenna Foundation % CHANDRA ENGELKE MCKE 8306069500 801 West San Antonio St New Braunfels TX 78130 ALICE JEWELL CEO 8306069500 2018-11-15 true Jeanette Verrelli P00742631 9727028262 167.68.126.162 76915820182955000001 2018-10-22 P 7F2AE41B4EE3C0FFD640E18C9FE8C22D42FBE875 ACBA2431EF37DEF71821A9057AFD5F2E9C389335 2017 2018-06-14 16:35:46Z ALICE JEWELL 801 WEST SAN ANTONIO STREET NEW BRAUNFELS TX 78130 12684204 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. 13 13 3 13 -8842 -8842 4000 1701 0 0 2129925 2575157 0 0 2133925 2576858 3611118 2659480 0 0 572873 287320 0 0 0 414556 810921 4598547 3757721 -2464622 -1180863 71235931 77923513 6771647 7275353 64464284 70648160 THE MISSION OF MCKENNA IS TO ADVANCE THE WELL-BEING OF THE NEW BRAUNFELS COMMUNITY. false false 3080753 2659480 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. 3080753 true false 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 false false false false false false false false false false false false false false true true true false false true X 3 0 3 true false false false false false false false false false false X 13 13 false false false false false false false true true false false true true true true true true true false false X CHANDRA ENGELKE 8306069500 801 W SAN ANTONIO ST NEW BRAUNFELS TX 78130 JEFF ALBRECHT SECRETARY 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 DIRECTOR 2.0 0.0 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 DR DAVID STARCH DIRECTOR 2.0 0.0 X 0 0 0 PATTY TONEY VICE CHAIR 2.0 1.0 X X 0 0 0 BILL VAN KLEEF DIRECTOR 2.0 0.0 X 0 0 0 JUDGE 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 JERRY MAJOR CEO END: 1/2017 38.0 2.0 X 0 13268 984 ALICE JEWELL CEO START: 1/2017 38.0 2.0 X 0 125767 23739 CHANDRA ENGELKE CFO 20.0 20.0 X 0 104404 7076 0 243439 31799 0 false false false 0 1701 1701 0 1724409 -8842 1733251 0 0 0 0 0 10958094 10107346 850748 850748 850748 0 0 0 0 0 0 0 0 0 0 2576858 0 -8842 2583999 2659480 2659480 0 0 0 0 0 220676 220676 0 50458 50458 16186 16186 0 50388 50388 0 0 0 227740 227740 65000 45000 20000 0 15292 15292 153 153 0 8472 8472 484 484 0 7650 7650 0 0 0 45560 45560 DUES & SUBSCRIPTIONS 6198 6198 Grantee Education Expense 5160 5160 UNRELATED BUS INCOME TAX -16 -16 GENERAL OVERHEAD ALLOCATION 378840 378840 3757721 3080753 676968 0 179254 61476 201798 266198 0 0 0 0 0 0 0 0 0 0 0 0 44409 31760 14425 14425 68669198 75218972 2141272 2345107 0 0 0 0 0 0 71235931 77923513 12740 249 1403618 1747280 0 0 0 0 0 0 0 0 0 0 0 0 5355289 5527824 6771647 7275353 X 62121214 68036855 201798 266198 2141272 2345107 64464284 70648160 71235931 77923513 -1180863 7364739 X false true X true false X X X 32 MCKENNA HEALTH MANAGEMENT 742844558 10 true 726878 0 SEE SCHEDULE I PART II 000000000 7 false 1932602 421273 2 2659480 421273 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 2017 ARE LISTED ON SCHEDULE I, PART II. ANY VARIATION FROM THE ORGANIZATIONS LISTED ON THE 2016 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 2017. 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. 0 14425 14425 0 0 0 DUE TO AFFILIATES 5527824 5527824 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. Central America and the Caribbean Investments 5135739 5135739 5135739 false false true true false false true ANY BABY CAN 1619 E COMMON NEW BRAUNFELS TX 78130 742684333 501(C)(3) 70000 COMPREHENSIVE FAMILY SUPPORT SERVICES BIG BROTHERS BIG SISTERS 202 BALTIMORE AVE SAN ANTONIO TX 78215 741897630 501(C)(3) 15000 WORKPLACE MENTORING PROGRAM BULVERDE SENIOR CENTER PO BOX 353 BULVERDE TX 78163 742625611 501(C)(3) 20000 SENIOR ACTIVITY CENTER OPERATIONS CASA OF CENTRAL TEXAS 1619 E COMMON ST NEW BRAUNFELS TX 78130 742403373 501(C)(3) 40000 COURT APPOINTED CHILD ADVOCACY CENTRAL TEXAS DISPUTE RESOLUTION CENTER 829 N LBJ SAN MARCOS TX 78666 270509131 501(C)(3) 20000 MEDIATION SERVICES CHILDREN'S ADVOCACY CENTER OF COMAL COUNTY 111 E COMMON ST NEW BRAUNFELS TX 78131 201100412 501(C)(3) 50000 MENTAL HEALTH COUNSELING FOR ABUSED CHILDREN CHOSEN 351 MAIN PLAZA NEW BRAUNELS TX 78130 200742335 501(C)(3) 25000 MENTORING PROGRAM COMAL COUNTY FAMILY VIOLENCE SHELTER 1547 E COMMON ST NEW BRAUNFELS TX 78130 742440649 501(C)(3) 25000 OUNCE OF PREVENTION PROGRAM COMAL COUNTY SENIOR CITIZEN'S FOUNDATION 655 LANDA ST NEW BRAUNFELS TX 78130 742330402 501(C)(3) 35000 SENIOR WELLNESS PROGRAM COMMUNITY ACTION OF CENTRAL TEXAS PO BOX 748 SAN MARCOS TX 78667 741541726 501(C)(3) 25000 BREAST CANCER PATIENT NAVIGATION PROGRAM CORRIDOR INTERFAITH ALLIANCE FOR FAMILIES 302 ELM ST BUDA TX 78610 464868514 501(C)(3) 20000 LEADERSHIP DEVELOPMENT CRRC OF CANYON LAKE PO BOX 1472 CANYON LAKE TX 78133 571148206 501(C)(3) 30000 CRISIS ATTISTANCE PROGRAMS FAMILY LIFE CENTER OF NEW BRAUNFELS 5513 IH 35 SOUTH NEW BRAUNFELS TX 78130 263725345 501(C)(3) 35000 BENEVOLENT PROGRAM FAMILY PROMISE PO BOX 311866 NEW BRAUNFELS TX 78131 800801136 501(C)(3) 27875 NEW LEASE ON LIFE AFTERCARE PROGRAM HELPING HANDS FOOD PANTRY 11755 HWY 281 N SPRING BRANCH TX 78070 208542727 501(C)(3) 8500 FOOD PANTRY ASSISTANCE FRIENDS OF CHRISTUS SANTA ROSA FOUNDATION 10 NE LOOP 410 SUITE 706 SAN ANTONIO TX 78216 742723391 501(C)(3) 36549 FETAL MONITORING EQUIPMENT AND PHOTOTHERAPY BED NEW BRAUNFELS CHRISTIAN MINISTRIES 1659 S HWY 46 W SUITE 114-405 NEW BRAUNFELS TX 78130 262221231 501(C)(3) 157000 AFTER SCHOOL CARE PROGRAM PETS ARE WONDERFUL SUPPORT DBA CANINE CLASSMATES PO BOX 1381 CANYON LAKE TX 78133 263939497 501(C)(3) 20000 READING PROGRAM BULVERDE FOOD PANTRY DBA PROVISIONS PO BOX 343 BULVERDE TX 78163 742786561 501(C)(3) 9367 CLIENT CHOICE FOOD PANTRY SALVATION ARMY OF COMAL COUNTY 617 S IH BUSINESS 35 NEW BRAUNFELS TX 78130 580660607 501(C)(3) 30000 HOMELESS PREVENTION SAN ANTONIO FOOD BANK 5200 OLD HWY 90 SAN ANTONIO TX 78227 742122979 501(C)(3) 132083 FOOD PANTRY PROGRAM SPRING BRANCH TENNIS ASSOCATION PO BOX 445 SPRING BRANCH TX 78070 261421941 501(C)(3) 35000 LIGHTING FOR TENNIS COURTS ST JUDES RANCH FOR CHILDREN TEXAS REGION 652 OLD BEAR CREEK RD BULVERDE TX 78163 742469139 501(C)(3) 40000 THERAPEUTIC RESIDENTIAL FOSTER CARE PROGRAM TEXAS RAMP PROJECT PO BOX 832065 RICHARDSON TX 75083 331139484 501(C)(3) 10000 DISABILITY RAMPS COMMUNITIES IN SCHOOLS OF SOUTH CENTRAL TEXAS 161 S CASTELL AVE NEW BRAUNFELS TX 78130 742653402 501(C)(3) 281610 SIGNS OF SUICIDE PREVENTION PROGRAM NEW BRAUNFELS AREA COMMUNITY FOUNDATION 801 W SAN ANTONIO ST NEW BRAUNFELS TX 78130 455342842 501(C)(3) 97675 COMMUNITY FOUNDATION HILL COUNTRY MHDD 819 WATER STREET SUITE 300 KERRVILLE TX 78028 742822017 501(C)(3) 420000 MOBILE CRISIS OUTREACH TEAM SAN ANTONIO NONPROFIT COUNCIL 1150 N LOOP 1604 W SUITE 108-511 SAN ANTONIO TX 78248 030485670 501(C)(3) 29000 BIG GIVE SPONSORSHIP RECOVERYWERKS PO BOX 2331 CANYON LAKE TX 78133 473519239 501(C)(3) 75000 SUBSTANCE ABUSE RECOVERY PROGRAM NEW BRAUNFELS CHRISTIAN MINISTRIES 1659 S HWY 46 W SUITE 114-405 NEW BRAUNFELS TX 78130 262221231 501(C)(3) 14000 CAPACITY BUILDING STEPS PO BOX 310266 NEW BRAUNFELS TX 78132 453655862 501(C)(3) 25000 LIFE COACH PROGRAM MCKENNA HEALTH MANAGEMENT 801 W SAN ANTONIO ST NEW BRAUNFELS TX 78130 742844558 501(C)(3) 726878 COMMUNITY OUTREACH AND ROOM RENTAL 32 SCHEDULE I, PART I, LINE 2 ORGANIZATION'S PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS: PERIODIC REPORTS ARE REQUIRED AND RECEIVED FROM NON PROFITS 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. 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. 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 THE OUTCOME OF THE REVIEW IS DOCUMENTED IN THE CEO'S EMPLOYEE FILE. 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 726878 market value McKenna Health Management P 393312 market value McKenna Health Management O 287320 market value MCKENNA HEALTH MANAGEMENT R 1195746 MARKET VALUE