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 742446071 WACO FAMILY PRACTICE FOUNDATION WACO 2543134200 1600 PROVIDENCE DR WACO TX 767072261 ANNETTE BALLEW CHIEF FINANCIAL OFFICER 2543134200 2015-11-09 1 NANCY A TOUPS P00044678 2547764190 2015-11-09 2014 2016-02-25 16:41:14Z ROLAND GOERTZ 1600 PROVIDENCE DR WACO TX 767072261 2138569 0 X N/A X 1986 TX PROMOTE PRIMARY HEALTH EDUCATION & PRIMARY HEALTH CARE PROGRAMS VIA SUPPORT OF MCLENNAN COUNTY MEDICAL EDUCATION & RESEARCH FOUNDATION & HEART OF TEXAS COMMUNITY HEALTHY CENTER. 12 12 1 75 0 0 284980 226025 0 0 259897 132403 632912 693352 1177789 1051780 0 0 0 0 145639 153788 0 0 0 44151 20686 189790 174474 987999 877306 15584211 16107161 2530431 2176075 13053780 13931086 SUPPORT OF DIRECT SERVICE MISSIONS OF MCLENNAN COUNTY MEDICAL EDUCATION & RESEARCH FOUNDATION(74-1873453) & HEART OF TEXAS COMMUNITY HEALTH CENTER(74-2867580) 0 0 174474 693352 ALL REVENUES AND EXPENSES OF TAXPAYER ARE 100% DEDICATED TO THE SUPPORT OF TWO AFFILIATED 501(C)(3) ORGANIZATIONS: MCLENNAN COUNTY MEDICAL EDUCATION AND RESEARCH FOUNDATION (74-1873453) AND HEART OF TEXAS COMMUNITY HEALTH CENTER (74-2867580). 174474 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 1 5 0 1 1 1 0 0 0 0 0 1 1 0 0 0 0 X 12 12 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 ROLAND A GOERTZ MD PRESIDENT/CEO/DIRECTOR 1.00 X X 0 426010 7800 ALLEN E PATTERSON SEC/TREAS/DIRECTOR 1.00 X X 0 201983 7800 MIKE BEARD DIRECTOR 1.00 X 0 0 0 WILLIAM NESBITT BOARD CHAIR/DIRECTOR 1.00 X X 0 0 0 DAVID LACY DIRECTOR 1.00 X 0 0 0 GLENN ROBINSON DIRECTOR 1.00 X 0 0 0 JAMES GRAHAM MD DIRECTOR 1.00 X 0 0 0 ROBERT GRAYSON MD DIRECTOR 1.00 X 0 0 0 JOHNETTE MCKOWN PHD DIRECTOR 1.00 X 0 0 0 MASON YARBROUGH DIRECTOR 1.00 X 0 0 0 WILLAM CLIFTON FINANCE COMM CHAIR/DIRECTO 1.00 X X 0 0 0 BRETT ESROCK DIRECTOR 1.00 X 0 0 0 J CLEMENT MILAM DEVELOPMENT DIRECTOR 40.00 X 133236 0 7800 133236 627993 23400 1 0 1 0 0 80000 146025 10000 226025 132403 132403 1149318 566082 684772 337276 464546 228806 693352 693352 64741 80000 64741 0 1051780 693352 0 132403 133236 133236 2662 2662 8427 8427 9463 9463 7278 7278 6508 6508 6900 6900 174474 174474 0 0 3928084 4736089 815 683 21120250 11521293 10143727 9598957 1274744 1524856 236841 246576 15584211 16107161 141624 98191 2388807 2077884 2530431 2176075 X 0 0 10112350 10767450 2941430 3163636 13053780 13931086 15584211 16107161 877306 0 X X 0 1 X 1 0 X X X 2 MCLENNAN COUNTY MEDICAL EDUCATION AND RESEARCH FOUNDATION 741873453 4 1 0 0 HEART OF TEXAS COMMUNITY HEALTH CENTER INC 742867580 7 1 0 0 2 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2941430 226025 83418 87237 3163636 2510067 275241 251017 94895 2941430 2266373 134720 202559 93585 2510067 3653936 198548 20306 1508346 98071 2266373 3497427 188220 62201 93912 3653936 0.99900 0.00100 1 0 355694 355694 5429027 1467188 3961839 7380213 3547925 3832288 7955316 6506180 1449136 9598957 X 2239471 1187691 1187691 1051780 0 1051780 1281794 1107320 1107320 174474 0 174474 PART X, LINE 2: FEDERAL AND STATE TAXES THE INTERNAL REVENUE SERVICE HAS RULED THAT THE FOUNDATION 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 FOUNDATION HAS BEEN GRANTED EXEMPTION FROM STATE INCOME AND SALES TAXES BY THE STATE OF TEXAS COMPTROLLER'S OFFICE. THE FOUNDATION 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 FOUNDATION RECORDS INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS IN MANAGEMENT AND GENERAL EXPENSES. THE FOUNDATION IS NO LONGER SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE FOR YEARS PRIOR TO 2009. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES NETTED WITH REVENUES ON TAX RETURN 1,022,048. FUNDRAISING EXPENSES NETTED WITH REVENUES ON TAX RETURN 64,741. FISCAL YEAR OF 9/30 ON AUDIT VS. CALENDER YEAR 12/31 ON FORM 990(TIMING) 100,902. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES NETTED WITH REVENUES ON TAX RETURN 1,022,048. FUNDRAISING EXPENSES NETTED WITH REVENUES ON TAX RETURN 64,741. FISCAL YEAR OF 9/30 ON AUDIT & CALENDAR YEAR 12/31 ON FORM 990 (TIMING) 20,531. PART V LINE 4 ORGANIZATION'S ENDOWMENT FUNDS ARE USED SOLELY TO SUPPORT THE MISSIONS OF THE ORGANIZATION'S TWO SUPPORTED 501(C)(3) ORGANIZATIONS. PART X LINE 2 FEDERAL & STATE TAXES GALA 144741 80000 64741 5000 23000 23500 13241 144741 80000 64741 5000 23000 23500 13241 64741 0 X 0 0 0 1 1 0 0 0 0 ROLAND A GOERTZ MD PRESIDENT/CEO/DIRECTOR 0 426010 0 0 0 0 0 0 0 7800 0 433810 0 0 ALLEN E PATTERSON SEC/TREAS/DIRECTOR 0 201983 0 0 0 0 0 0 0 7800 0 209783 0 0 PART I, LINE 5 DEVELOPMENT DIRECTOR J.M. CLEMENT MILAM GETS PAID BONUS COMPENSATION BASED UPON BRACKETED AMOUNTS OF UNRESTRICTED CONTRIBUTIONS HE PERSONALLY SERVICES. 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 A COPY OF THE RETURN IS MAILED TO THE BOARD MEMBERS PRIOR TO FILING. OPPORTUNITY TO DISCUSS IS PRESENTED AT THE NEXT BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE NOW QUERIED IN THE SUBJECT ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATIONS' CEO DOES NOT GET COMPENSATED BY THE ORGANIZATION. HIS SERVICES, AND THAT OF THE ORGANIZATION'S FINANCE OFFICER, IS VOLUNTARY. THE ORGANIZATION HAS ONE PAID EMPLOYEE, ITS DEVELOPMENT DIRECTOR, WHOSE COMPENSATION IS SET BY THE CEO & CFO, BUT APPROVED BY THE BOARD IN CONJUCTION WITH ITS BUDGET PROCESSES. FORM 990, PART VI, SECTION C, LINE 19 ALL ARE AVAILABLE & PROVIDED UPON REQUEST. PART XII LINE 2C THE PROCESS HAS NOT CHANGED FROM PRIOR YEARS. MCLENNAN COUNTY MEDICAL EDUCATION & RESEARCH FOUNDATION 1600 PROVIDENCE DRIVE WACO TX 76707 741873453 HEALTH CARE, EDUCATION & RESEARCH TX 501(C)(3) 4 N/A 0 HEART OF TEXAS COMMUNITY HEALTH CENTER 1600 PROVIDENCE DRIVE WACO TX 76707 742867580 HEALTH CARE & EDUCATION TX 501(C)(3) 7 N/A 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 HEART OF TEXAS COMMUNITY HEALTH CENTER J 1715400 ACTUAL