2015-11-16T10:05:49-06:00 2014-12-31 742533381 JAYNES REITMEIER BOYD & THERRELL PC 5400 BOSQUE BLVD STE 500 WACO TX 767104459 990 2014-01-01 742867580 HEART OF TEXAS COMMUNITY HEALTH CENTER INC HEAR 2543134200 1600 PROVIDENCE DRIVE WACO TX 767072261 ANNETTE BALLEW CFO 2543134200 2015-11-16 1 NANCY A TOUPS P00044678 2547764190 2015-11-16 2014 2016-02-25 16:41:14Z FAMILY HEALTH (FORMERLY PRACTICE) CENTER ROLAND GOERTZ 1600 PROVIDENCE DRIVE WACO TX 767072261 39548105 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 11 591 0 0 0 29387770 29758843 9871353 9656439 162963 132823 0 0 39422086 39548105 0 0 0 0 29560169 30871252 0 0 0 12945249 13603716 42505418 44474968 -3083332 -4926863 28936143 24710470 4757861 5459051 24178282 19251419 INCREASE ACCESS TO, AND REDUCE THE DISPARITIES IN THE PROVISION OF, PRIMARY HEALTH CARE SERVICES FOR THE VULNERABLE OF MCLENNAN COUNTY, TEXAS. 0 0 30329366 6417730 MEDICAL CARE TO THE POOR OF MCLENNAN COUNTY, TEXAS THROUGH DIRECT BILLING OF GOV'T PROGRAMS, PATIENTS' INSURANCE, AND THE PATIENTS THEMSELVES 11794755 3238709 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) 42124121 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 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 1 103 0 1 591 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 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 FIRST VP 1.00 X X 0 0 0 ROANE LACY JR DIRECTOR 1.00 X 0 0 0 ROBERT GRAYSONMD DIRECTOR 1.00 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 CDO - PART YEAR 1.00 X X 0 0 0 GUADALUPE WYDERMYER SECRETARY 1.00 X X 0 0 0 ROLAND GOERTZ MD CEO 40.00 X 426010 0 7800 ALLEN PATTERSON CFO/COO 40.00 X 201983 0 7800 JOHN SHULTZ DDS CDO - PART YEAR 40.00 X 72733 0 3250 JOHN GILL MD CMIO 40.00 X 207702 0 7800 TOBY MATULA CIO 40.00 X 133016 0 7800 D MICHAEL HARDIN MD RESIDENCY PROGRAM DIRECTOR 40.00 X 241418 0 7800 KELLEY REYNOLDS MD CMO 40.00 X 274675 0 7800 JOE GEIGER MD OB/GYN 40.00 X 293363 0 7800 TERRIAWKIA WOODS-CAMPBELL MD OB/GYN 40.00 X 281267 0 7800 HAYLEY VOIGE DO OB/GYN 40.00 X 268108 0 7800 JOHN MCCUE DDS DENTIST 40.00 X 263025 0 7800 CLIFTON MARTIN DDS DENTIST 40.00 X 200169 0 7800 ROBERT RAINEY MD FAMILY PHYSICIAN 40.00 X 247072 0 7800 3110541 0 96850 59 0 1 0 J&M QUALITY CLEANING 3332 WINGATE WACO TX 76706 CLEANING 162836 1 6430482 23328361 29758843 MEDICAL CARE TO POOR-A 900099 6417730 6417730 MEDICAL CARE TO POOR-B 900099 3238709 3238709 9656439 132823 132823 39548105 9656439 0 132823 1757706 1054622 703084 24343280 23666710 676570 2748897 2611397 137500 2021369 1920269 101100 4698 4698 71775 71775 1090581 872481 218100 447481 402781 44700 142556 128256 14300 4088472 3884072 204400 606008 545408 60600 718341 718341 118320 35500 82820 PHARMACEUTICALS 3213496 3213496 CLINICAL SUPPLIES 2789836 2789836 MISCELLANEOUS 171447 154347 17100 RECRUITING 140705 126605 14100 44474968 42124121 2350847 0 6540 9940 12496822 7812208 4452458 6124341 2151531 1875727 603899 442229 166313 105787 10617425 2277187 9058580 8340238 28936143 24710470 2658957 3423677 2098904 2035374 4757861 5459051 X 24178282 19251419 0 0 0 0 24178282 19251419 28936143 24710470 -4926863 0 X X 0 1 X 1 1 1 X 33219405 34501926 31535584 29387770 29758843 158403528 33219405 34501926 31535584 29387770 29758843 158403528 158403528 303501 254757 203907 162963 132823 1057951 159461479 52329745 0.99340 0.99220 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 228680 228680 1462216 171782 1290434 5408222 688714 4719508 3518307 1416691 2101616 8340238 X 38643540 0 38643540 904565 904565 39548105 43296786 0 43296786 1178182 1178182 44474968 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. THE CENTER IS NO LONGER SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE FOR YEARS PRIOR TO 2010 PART XI, LINE 4B - OTHER ADJUSTMENTS: FISCAL YEAR OF 9/30 ON AUDIT VS. CALENDAR YEAR 12/31 ON FORM 990(TIMING) 904,565. PART XII, LINE 4B - OTHER ADJUSTMENTS: FISCAL YEAR OF 9/30 ON AUDIT VS. CALENDAR YEAR 12/31 ON FORM 990(TIMING) 1,178,182. X X X 0 0 0 0 0 0 0 0 0 ROLAND GOERTZ MD CEO 426010 0 0 0 0 0 0 0 7800 0 433810 0 0 0 ALLEN PATTERSON CFO/COO 201983 0 0 0 0 0 0 0 7800 0 209783 0 0 0 JOHN GILL MD CMIO 207702 0 0 0 0 0 0 0 7800 0 215502 0 0 0 D MICHAEL HARDIN MD RESIDENCY PROGRAM DIRECTOR 241418 0 0 0 0 0 0 0 7800 0 249218 0 0 0 KELLEY REYNOLDS MD CMO 274675 0 0 0 0 0 0 0 7800 0 282475 0 0 0 JOE GEIGER MD OB/GYN 293363 0 0 0 0 0 0 0 7800 0 301163 0 0 0 TERRIAWKIA WOODS-CAMPBELL MD OB/GYN 281267 0 0 0 0 0 0 0 7800 0 289067 0 0 0 HAYLEY VOIGE DO OB/GYN 268108 0 0 0 0 0 0 0 7800 0 275908 0 0 0 JOHN MCCUE DDS DENTIST 263025 0 0 0 0 0 0 0 7800 0 270825 0 0 0 CLIFTON MARTIN DDS DENTIST 200169 0 0 0 0 0 0 0 7800 0 207969 0 0 0 ROBERT RAINEY MD FAMILY PHYSICIAN 247072 0 0 0 0 0 0 0 7800 0 254872 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 3238709 ACTUAL WACO FAMILY PRACTICE FOUNDATION K 1715400 ACTUAL