2016-11-15T13:09:33-06:00 2015-12-31 742533381 JAYNES REITMEIER BOYD & THERRELL PC 5400 BOSQUE BLVD STE 500 WACO TX 767104459 990 2015-01-01 742867580 HEART OF TEXAS COMMUNITY HEALTH CENTER INC HEAR 2543134200 1600 PROVIDENCE DRIVE WACO TX 767072261 ANNETTE BALLEW CFO 2543134200 2016-11-15 1 NANCY A LIVINGSTON P00044678 2547764190 2016-11-15 2015 2017-02-10 21:41:12Z FAMILY HEALTH (FORMERLY PRACTICE) CENTER ROLAND GOERTZ 1600 PROVIDENCE DRIVE WACO TX 767072261 47497645 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 11 621 0 0 0 29758843 35962988 9656439 11408972 132823 125685 0 0 39548105 47497645 0 0 0 0 30871252 32417586 0 0 0 13603716 12927117 44474968 45344703 -4926863 2152942 24710470 26595411 5459051 5191050 19251419 21404361 INCREASE ACCESS TO, AND REDUCE THE DISPARITIES IN THE PROVISION OF, PRIMARY HEALTH CARE SERVICES FOR THE VULNERABLE OF MCLENNAN COUNTY, TEXAS. 0 0 30957269 7955669 MEDICAL CARE TO THE POOR OF MCLENNAN COUNTY, TEXAS THROUGH DIRECT BILLING OF GOV'T PROGRAMS, PATIENTS' INSURANCE, AND THE PATIENTS THEMSELVES 12038939 3453303 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) 42996208 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 1 100 0 1 621 1 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 CLAY SAWYER MD PRESIDENT 1.00 X X 0 0 0 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 ELIZABETH PALACIOS PHD DIRECTOR 1.00 X 0 0 0 SHARON SHIELDS EDD DIRECTOR 1.00 X 0 0 0 CARLTON WILLIS FIRST VP 1.00 X X 0 0 0 GUADALUPE WYDERMYER SECRETARY 1.00 X X 0 0 0 VIVIAN BAKEER DIRECTOR 1.00 X 0 0 0 WILLIAM CLIFTON JR DIRECTOR 1.00 X 0 0 0 ROLAND GOERTZ MD CEO 40.00 X 422182 0 7800 ALLEN PATTERSON CFO/COO 40.00 X 58201 0 2600 JOHN GILL MD CMIO 40.00 X 154756 0 7800 TOBY MATULA CIO 40.00 X 104846 0 7800 D MICHAEL HARDIN MD RESIDENCY PROGRAM DIRECTOR 40.00 X 228753 0 7800 KELLEY REYNOLDS MD CMO 40.00 X 264536 0 7800 CLIFTON MARTIN DDS CDO 40.00 X 192160 0 7800 DAVID HUNT COO 40.00 X 70616 0 3900 ANNETTE BALLEW MS CPA FACMPE CGMA CFO 40.00 X 111886 0 7800 TERRIAWKIA WOODS-CAMPBELL MD OB/GYN 40.00 X 263387 0 7800 HAYLEY VOIGE DO OB/GYN 40.00 X 265870 0 7800 MARK BEAIRD MD OB/GYN 40.00 X 284343 0 7800 LATRISHA SPAIN MD FAMILY PHYSICIAN 40.00 X 241577 0 7800 ARIC GILLEN MD OB/GYN 40.00 X 249372 0 7800 2912485 0 100100 70 0 1 0 J&M QUALITY CLEANING 3332 WINGATE WACO TX 76706 CLEANING 226050 1 5678634 30284354 35962988 MEDICAL CARE TO POOR-A 900099 7955669 7955669 MEDICAL CARE TO POOR-B 900099 3453303 3453303 11408972 125685 125685 47497645 11408972 0 125685 1607937 964762 643175 26211671 25425321 786350 554941 526351 28590 2161595 2018645 142950 1881442 1795671 85771 7938 7938 74847 74847 808029 646429 161600 344131 309731 34400 161901 145701 16200 4053268 3850568 202700 517598 465798 51800 712557 712557 122874 40000 82874 CLINICAL SUPPLIES 3161422 3161422 PHARMACEUTICALS 2668720 2668720 RECRUITING 149317 134417 14900 MISCELLANEOUS 144515 130115 14400 45344703 42996208 2348495 0 9940 10540 7812208 11229200 6124341 5346742 1875727 1587949 442229 539508 105787 150004 10721211 2989743 8340238 7731468 24710470 26595411 3423677 3210198 2035374 1980852 5459051 5191050 X 19251419 21404361 0 0 0 0 19251419 21404361 24710470 26595411 2152942 0 X X 0 1 X 1 1 1 X 34501926 31535584 29387770 29758843 35962988 161147111 34501926 31535584 29387770 29758843 35962988 161147111 161147111 254757 203907 162963 132823 125685 880135 162027246 53627245 0.99460 0.99340 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 228680 228680 1462216 220570 1241646 5408222 920092 4488130 3622093 1849081 1773012 7731468 X 47140951 0 47140951 356694 356694 47497645 45421905 77202 77202 45344703 0 45344703 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) 356,694. PART XII, LINE 2D - OTHER ADJUSTMENTS: FISCAL YEAR OF 9/30 ON AUDIT VS CALENDAR YEAR 12/31 ON FORM 990 (TIMING DIFF 77,202. X X X 0 0 0 0 0 0 0 0 0 ROLAND GOERTZ MD CEO 422182 0 0 0 0 0 0 0 7800 0 429982 0 0 0 JOHN GILL MD CMIO 154756 0 0 0 0 0 0 0 7800 0 162556 0 0 0 D MICHAEL HARDIN MD RESIDENCY PROGRAM DIRECTOR 228753 0 0 0 0 0 0 0 7800 0 236553 0 0 0 KELLEY REYNOLDS MD CMO 264536 0 0 0 0 0 0 0 7800 0 272336 0 0 0 CLIFTON MARTIN DDS CDO 192160 0 0 0 0 0 0 0 7800 0 199960 0 0 0 TERRIAWKIA WOODS-CAMPBELL MD OB/GYN 263387 0 0 0 0 0 0 0 7800 0 271187 0 0 0 HAYLEY VOIGE DO OB/GYN 265870 0 0 0 0 0 0 0 7800 0 273670 0 0 0 MARK BEAIRD MD OB/GYN 284343 0 0 0 0 0 0 0 7800 0 292143 0 0 0 LATRISHA SPAIN MD FAMILY PHYSICIAN 241577 0 0 0 0 0 0 0 7800 0 249377 0 0 0 ARIC GILLEN MD OB/GYN 249372 0 0 0 0 0 0 0 7800 0 257172 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 11 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. PART XI 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 3453303 ACTUAL WACO FAMILY PRACTICE FOUNDATION K 1715400 ACTUAL