2017-11-13T15:40:49-06:00 2016-12-31 742533381 JAYNES REITMEIER BOYD & THERRELL PC 5400 BOSQUE BLVD STE 500 WACO TX 767104459 990 2016-01-01 742867580 HEART OF TEXAS COMMUNITY HEALTH CENTER INC HEAR 2543134200 1600 PROVIDENCE DRIVE WACO TX 767072261 ANNETTE BALLEW CFO 2543134200 2017-11-08 1 NANCY A LIVINGSTON P00044678 2547764190 2017-11-08 68.93.159.109 2017-11-08 13:26:20 CS P 6D1B9AC2B1713698A8E8589557065F9E74A5E661 9CE805F6105D51828114DE033DBDB711978BC075 2016 2017-02-10 21:41:12Z FAMILY HEALTH (FORMERLY PRACTICE) CENTER ROLAND GOERTZ 1600 PROVIDENCE DRIVE WACO TX 767072261 50592370 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. 9 9 594 0 0 0 35962988 38203404 11408972 12302707 125685 86259 0 0 47497645 50592370 0 0 0 0 32417586 36019256 0 0 0 12927117 13728631 45344703 49747887 2152942 844483 26595411 26432129 5191050 4183285 21404361 22248844 INCREASE ACCESS TO, AND REDUCE THE DISPARITIES IN THE PROVISION OF, PRIMARY HEALTH CARE SERVICES FOR THE VULNERABLE OF MCLENNAN COUNTY, TEXAS. 0 0 34003965 8501769 MEDICAL CARE TO THE POOR OF MCLENNAN COUNTY, TEXAS THROUGH DIRECT BILLING OF GOV'T PROGRAMS, PATIENTS' INSURANCE, AND THE PATIENTS. 13223764 3800938 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) 47227729 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 1 106 0 1 594 1 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 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 ELIZABETH PALACIOS PHD 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 ROLAND GOERTZ MD CEO 40.00 X 440672 0 7825 JOHN GILL MD CMIO 40.00 X 149430 0 0 TOBY MATULA CIO 40.00 X 118061 0 7500 D MICHAEL HARDIN MD RESIDENCY PROGRAM DIRECTOR 40.00 X 222312 0 7825 KELLEY REYNOLDS MD CMO 40.00 X 257632 0 7825 CLIFTON MARTIN DDS CDO 40.00 X 192510 0 7700 DAVID HUNT COO 40.00 X 141111 0 7700 ANNETTE BALLEW MS CPA FACMPE CGMA CFO 40.00 X 137837 0 7700 CHRISTINE LEWIS DIRECTOR OF OPERATIONS/STAFF RESOURCES 40.00 X 103090 0 7400 TERRIAWKIA WOODS-CAMPBELL MD OB/GYN 40.00 X 264285 0 7825 HAYLEY VOIGE DO OB/GYN 40.00 X 267148 0 7825 ROBERT C RAINEY MD FAMILY PHYSICIAN 40.00 X 261618 0 7800 FLOYD C WATSON MD FAMILY PHYSICIAN 40.00 X 257385 0 7800 MARK BEAIRD MD OB/GYN 40.00 X 324032 0 7825 3137123 0 100550 71 0 1 0 J&M QUALITY CLEANING 3332 WINGATE WACO TX 76706 CLEANING 225947 1 6510269 31693135 38203404 MEDICAL CARE TO POOR-A 900099 8501769 8501769 MEDICAL CARE TO POOR-B 900099 3800938 3800938 12302707 86259 86259 50592370 12302707 0 86259 1762655 1057593 705062 27921560 27083913 837647 1716243 1685389 30854 2633101 2478830 154271 1985697 1893134 92563 23556 23556 81798 81798 849123 679299 169824 285494 256945 28549 160722 144650 16072 4259882 4046888 212994 496811 447130 49681 718466 718466 126557 40000 86557 PHARMACEUTICALS 3690615 3690615 CLINICAL SUPPLIES 2728303 2728303 RECRUITING 156192 140573 15619 MISCELLANEOUS 151112 136001 15111 49747887 47227729 2520158 0 10540 10840 11229200 10095312 5346742 7316069 1587949 1270287 539508 511633 150004 85827 10843542 3701381 7731468 7142161 26595411 26432129 3210198 2487377 1980852 1695908 5191050 4183285 X 21404361 22248844 0 0 0 0 21404361 22248844 26595411 26432129 844483 0 X X 0 1 X 1 1 1 X 31535584 29387770 29758843 35962988 38203404 164848589 31535584 29387770 29758843 35962988 38203404 164848589 164848589 203907 162963 132823 125685 86259 711637 165560226 56003472 0.99570 0.99460 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 228680 228680 1462216 269358 1192858 5408222 1151469 4256753 3744424 2280554 1463870 7142161 X 49841575 0 49841575 750795 750795 50592370 47819892 0 47819892 1927995 1927995 49747887 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) 750,795. PART XII, LINE 4B - OTHER ADJUSTMENTS: FISCAL YEAR OF 9/30 ON AUDIT VS CALENDAR YEAR 12/31 ON FORM 990 (TIMING DIFF 1,927,995. X X X 0 0 0 0 0 0 0 0 0 ROLAND GOERTZ MD CEO 440672 0 0 0 0 0 0 0 7825 0 448497 0 0 0 D MICHAEL HARDIN MD RESIDENCY PROGRAM DIRECTOR 222312 0 0 0 0 0 0 0 7825 0 230137 0 0 0 KELLEY REYNOLDS MD CMO 245887 0 11745 0 0 0 0 0 7825 0 265457 0 0 0 CLIFTON MARTIN DDS CDO 146758 0 45752 0 0 0 0 0 7700 0 200210 0 0 0 TERRIAWKIA WOODS-CAMPBELL MD OB/GYN 264285 0 0 0 0 0 0 0 7825 0 272110 0 0 0 HAYLEY VOIGE DO OB/GYN 267148 0 0 0 0 0 0 0 7825 0 274973 0 0 0 ROBERT C RAINEY MD FAMILY PHYSICIAN 209773 0 51845 0 0 0 0 0 7800 0 269418 0 0 0 FLOYD C WATSON MD FAMILY PHYSICIAN 208556 0 48829 0 0 0 0 0 7800 0 265185 0 0 0 MARK BEAIRD MD OB/GYN 324032 0 0 0 0 0 0 0 7825 0 331857 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 INLCUDED 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 3645557 ACTUAL WACO FAMILY PRACTICE FOUNDATION K 1715400 ACTUAL