MCKENNA FOUNDATION: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization: MCKENNA FOUNDATION (EIN 26-2011830)
Tax period: 2013-01-01 to 2013-12-31
Filed: 2014-10-29
IRS object ID: 201403029349301310
Schema version: 2013v3.1
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule D
Schedule I
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2014-10-29T16:11:51-05:00	ReturnTs
Tax Period End	2013-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	BKD LLP	BusinessNameLine1

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	2800 Post Oak Blvd Ste 3200	AddressLine1
City	HOUSTON	City
State	TX	State
ZIP Code	77056	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2013-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	262011830	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	MCKENNA FOUNDATION	BusinessNameLine1

Field	Value	IRS element (for citing)
In Care Of	% JERRY MAJOR	InCareOfNm
Business Name Control	MCKE	BusinessNameControlTxt
Phone	8306069500	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	801 WEST SAN ANTONIO ST	AddressLine1
Address Line2	Suite	AddressLine2
City	NEW BRAUNFELS	City
State	TX	State
ZIP Code	78130	ZIPCode

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	JERRY MAJOR	PersonNm
Person Title	CEO	PersonTitleTxt
Phone	8306069500	PhoneNum
Signature	2014-08-15	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	M P Gerich	PreparerPersonNm
Phone	7134994600	PhoneNum

Field	Value	IRS element (for citing)
Tax	2013	TaxYr
Build TS	2015-11-30 17:44:51Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	JERRY MAJOR	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	801 WEST SAN ANTONIO STREET	AddressLine1
City	NEW BRAUNFELS	City
State	TX	State
ZIP Code	78130	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	$2,139,659	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.MCKENNALEGACYFOUNDATION.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	2008	FormationYr
Legal Domicile State	TX	LegalDomicileStateCd
Activity Or Mission	THE MISSION OF MCKENNA FOUNDATION IS TO ADVANCE THE WELL-BEING OF THE NEW BRAUNFELS COMMUNITY.	ActivityOrMissionDesc
Voting Members Governing Body	11	VotingMembersGoverningBodyCnt
Voting Members Independent	11	VotingMembersIndependentCnt
Total Employee	0	TotalEmployeeCnt
Total Volunteers	11	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$0	PYContributionsGrantsAmt
CY Contributions Grants	$0	CYContributionsGrantsAmt
PY Program Service Revenue	$0	PYProgramServiceRevenueAmt
CY Program Service Revenue	$0	CYProgramServiceRevenueAmt
PY Investment Income	$1,891,347	PYInvestmentIncomeAmt
CY Investment Income	$2,139,659	CYInvestmentIncomeAmt
PY Other Revenue	$0	PYOtherRevenueAmt
CY Other Revenue	$0	CYOtherRevenueAmt
PY Total Revenue	$1,891,347	PYTotalRevenueAmt
CY Total Revenue	$2,139,659	CYTotalRevenueAmt
PY Grants And Similar Paid	$1,941,885	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$3,036,499	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$427,459	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$393,990	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$666,371	PYOtherExpensesAmt
CY Other Expenses	$313,608	CYOtherExpensesAmt
PY Total Expenses	$3,035,715	PYTotalExpensesAmt
CY Total Expenses	$3,744,097	CYTotalExpensesAmt
PY Revenues Less Expenses	-$1,144,368	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$1,604,438	CYRevenuesLessExpensesAmt
Total Assets BOY	$67,580,984	TotalAssetsBOYAmt
Total Assets EOY	$74,592,174	TotalAssetsEOYAmt
Total Liabilities BOY	$2,990,618	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$4,640,581	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$64,590,366	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$69,951,593	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	The mission of McKenna is to advance the well-being of the New Braunfels community. McKenna will be 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, now and for future generations.	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$3,253,701	ExpenseAmt
Grant	$3,036,499	GrantAmt
Revenue	$0	RevenueAmt
Desc	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.	Desc
Total Program Service Expenses	$3,253,701	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	false	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	false	LobbyingActivitiesInd
Subject To Proxy Tax	false	SubjectToProxyTaxInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	false	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Temp Or Permanent Endowments	false	TempOrPermanentEndowmentsInd
Report Land Building Equipment	Yes (true)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	false	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	false	ReportOtherAssetsInd
Report Other Liabilities	Yes (true)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	false	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	false	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (true)	ConsolidatedAuditFinclStmtInd
School Operating	false	SchoolOperatingInd
Foreign Office	false	ForeignOfficeInd
Foreign Activities	false	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	false	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	Yes (true)	GrantsToOrganizationsInd
Grants To Individuals	false	GrantsToIndividualsInd
Schedule J Required	false	ScheduleJRequiredInd
Tax Exempt Bonds	false	TaxExemptBondsInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	false	BusinessRlnWithFamMemInd
Business Rln With Officer Ent	false	BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri	false	DeductibleNonCashContriInd
Deductible Art Contribution	false	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	false	DisregardedEntityInd
Related Entity	Yes (true)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (true)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	Yes (true)	TransactionWithControlEntInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
IRP Document	6	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	0	EmployeeCnt
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	false	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	false	QuidProQuoContributionsInd
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Excess Business Holdings	false	ExcessBusinessHoldingsInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	11	GoverningBodyVotingMembersCnt
Independent Voting Member	11	IndependentVotingMemberCnt
Family Or Business Rln	false	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	false	MembersOrStockholdersInd
Election Of Board Members	false	ElectionOfBoardMembersInd
Decisions Subject To Approva	false	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (true)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (true)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (true)	WhistleblowerPolicyInd
Document Retention Policy	Yes (true)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (true)	CompensationProcessCEOInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	JERRY MAJOR	PersonNm
Phone	8306069500	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	801 W SAN ANTONIO ST	AddressLine1
City	NEW BRAUNFELS	City
State	TX	State
ZIP Code	78130	ZIPCode

Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt
WES STUDDARD
MEMBER	2.0	Yes (X)
MICHAEL SPAIN
VICE CHAIR	2.0	Yes (X)	2.0	Yes (X)
MARIO LUNA
MEMBER	2.0	Yes (X)
JIM WESSON
SECRETARY	2.0	Yes (X)	2.0	Yes (X)
LAURA PINTO
MEMBER	2.0	Yes (X)
PATTY TONEY
MEMBER	2.0	Yes (X)
BILL VAN KLEEF
CHAIR	2.0	Yes (X)	2.0	Yes (X)
RANDY VANSTORY
MEMBER	2.0	Yes (X)
JEFF ALBRECHT
MEMBER	2.0	Yes (X)
DR DAVID STARCH
MEMBER	2.0	Yes (X)
JUDGE DIB WALDRIP
MEMBER	2.0	Yes (X)
JERRY MAJOR
CEO	36.0		4.0	Yes (X)	$0	$128,844	$3,677

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$0	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$128,844	TotReportableCompRltdOrgAmt
Total Other Compensation	$3,677	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	1	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	false	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	false	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K	0	CntrctRcvdGreaterThan100KCnt
Total Contributions	$0	TotalContributionsAmt
Total Program Service Revenue	$0	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$2,139,659	TotalRevenueColumnAmt
Exclusion	$2,139,659	ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$0	RealAmt
Personal	$0	PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Net Income From Gaming NetIncomeFromGamingGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$0	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$2,139,659	TotalRevenueColumnAmt
Exclusion	$2,139,659	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$3,036,499	TotalAmt
Program Services	$3,036,499	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Benefits To Members BenefitsToMembersGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$362,946	TotalAmt
Program Services	$100,434	ProgramServicesAmt
Management And General	$262,512	ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$31,044	TotalAmt
Program Services	$31,044	ProgramServicesAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	-$85,330	TotalAmt
Management And General	-$85,330	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$229,854	TotalAmt
Management And General	$229,854	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$83,360	TotalAmt
Management And General	$83,360	ManagementAndGeneralAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$5,160	TotalAmt
Program Services	$5,160	ProgramServicesAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$20,643	TotalAmt
Program Services	$20,643	ProgramServicesAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$305	TotalAmt
Program Services	$305	ProgramServicesAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$8,412	TotalAmt
Program Services	$8,412	ProgramServicesAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$417	TotalAmt
Program Services	$417	ProgramServicesAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$5,326	TotalAmt
Program Services	$5,326	ProgramServicesAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$42,337	TotalAmt
Program Services	$42,337	ProgramServicesAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
DUES & SUBSCRIPTIONS	$2,456	$2,456	$0	$0
OTHER EXPENSE	$668	$668	$0	$0

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$3,744,097	TotalAmt
Program Services	$3,253,701	ProgramServicesAmt
Management And General	$490,396	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$146,677	BOYAmt
EOY	$225,089	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$190,496	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$3,945,147	BOYAmt
EOY	$2,000,000	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$3,780	BOYAmt
EOY	$45,087	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$38,045	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$38,045	LandBldgEquipAccumDeprecAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$63,485,380	BOYAmt
EOY	$72,131,502	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Intangible Assets IntangibleAssetsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$67,580,984	BOYAmt
EOY	$74,592,174	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$1,521	BOYAmt
EOY	$230	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$330,000	BOYAmt
EOY	$1,002,213	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$2,659,097	BOYAmt
EOY	$3,638,138	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$2,990,618	BOYAmt
EOY	$4,640,581	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$62,300,349	BOYAmt
EOY	$67,513,007	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$190,496	EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$2,290,017	BOYAmt
EOY	$2,248,090	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$64,590,366	BOYAmt
EOY	$69,951,593	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$67,580,984	BOYAmt
EOY	$74,592,174	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	-$1,604,438	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$6,965,665	NetUnrlzdGainsLossesInvstAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	Yes (true)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Consolidated Basis Fincl Stmt	Yes (X)	ConsolidatedBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (true)	AuditCommitteeInd
Federal Grant Audit Required	false	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Supporting Organization509a3	Yes (X)	SupportingOrganization509a3Ind
Supporting Org Type1	Yes (X)	SupportingOrgType1Ind
Certification	Yes (X)	CertificationInd
IRS Written Determination	Yes (X)	IRSWrittenDeterminationInd
Contribution Controller	false	ContributionControllerInd
Contribution Family	false	ContributionFamilyInd
Contribution35 Controlled	false	Contribution35ControlledInd

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	MCKENNA HEALTH MANAGEMENT	BusinessNameLine1

Field	Value	IRS element (for citing)
EIN	742844558	EIN
Organization Type	0	OrganizationTypeDesc
Governing Document Listed	Yes (true)	GoverningDocumentListedInd
Supported Org Notified	Yes (true)	SupportedOrgNotifiedInd
US Organized	Yes (true)	USOrganizedInd
Support	$874,800	SupportAmt

Field	Value	IRS element (for citing)
Supported Organizations Total	1	SupportedOrganizationsTotalCnt
Support Sum	$874,800	SupportSumAmt

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Art Public Exhibition Amounts		ArtPublicExhibitionAmountsGrp
Held Works Art		HeldWorksArtGrp
CY Minus3 Yr Endwmt Fund		CYMinus3YrEndwmtFundGrp
CY Minus4 Yr Endwmt Fund		CYMinus4YrEndwmtFundGrp
Land		LandGrp
Buildings		BuildingsGrp
Leasehold Improvements		LeaseholdImprovementsGrp

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$38,045	OtherCostOrOtherBasisAmt
Depreciation	$38,045	DepreciationAmt

Field	Value	IRS element (for citing)
Other Land Buildings		OtherLandBuildingsGrp
Federal Income Tax Liability	$0	FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

Field	Value	IRS element (for citing)
Desc	DUE TO AFFILIATES	Desc
Amt	$3,638,138	Amt

Field	Value	IRS element (for citing)
Total Liability	$3,638,138	TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt	$8,297,353	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$6,965,665	NetUnrealizedGainsInvstAmt
Revenue Not Reported	$6,965,665	RevenueNotReportedAmt
Revenue Subtotal	$1,331,688	RevenueSubtotalAmt
Investment Expenses Not Incld	$144,554	InvestmentExpensesNotIncldAmt
Other Revenues Not Included	$663,417	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	$807,971	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$2,139,659	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$2,936,126	TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal	$2,936,126	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$144,554	InvestmentExpensesNotIncld2Amt
Other Expenses Not Included	$663,417	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	$807,971	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$3,744,097	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE D, PART X, LINE 2	FIN 48 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.
SCHEDULE D, PART XI, LINE 4B	RECONCILIATION OF REVENUE PER AUDITED F/S TO RETURN REVENUE ON RETURN NOT ON BOOKS: DONATIONS OFFSETTING AUDIT REVENUE $ 663,417
SCHEDULE D, PART XII, LINE 4B	RECONCILIATION OF EXPENSES PER AUDITED F/S TO RETURN EXPENSES ON RETURN NOT ON BOOKS: DONATIONS OFFSETTING AUDIT REVENUE $ 663,417

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (true)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (36 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt
Communities in Schools
161 S Castell	New Braunfels	TX	78130	742653402	501(c)3	$79,000	School based social services
San Antonio Food Bank
5200 Old Hwy 90	San Antonio	TX	78227	742122979	501(c)3	$112,000	Food pantry
New Braunfels Area Community Foundation
801 W San Antonio St	New Braunfels	TX	78130	455342842	501(c)3	$175,402	Community Foundation
NB Housing Partners
801 W San Antonio St	New Braunfels	TX	78130	461955404	501(c)3	$97,245	Transitional living facility
Comal County Christian Pro-Life Foundation
PO Box 311314	New Braunfels	TX	78131	742393875	501(c)3	$9,250	STI testing
Texas Ramp Project
PO Box 832065	Richardson	TX	75083	331139484	501(c)3	$10,000	Disability ramps
STEPS
2240 FM 725	New Braunfels	TX	78130	453655862	501(c)3	$20,046	Life coaching
St Jude's Ranch for Children Texas Region
652 Old Bear Creek Rd	New Braunfels	TX	78132	742469139	501(c)3	$50,000	Teacher specialists
New Braunfels Christian Ministries-Volunteers in M
1195 W San Antonio St	New Braunfels	TX	78130	262221231	501(c)3	$66,200	Healthcare
Comal County Family Violence Shelter
1547 Common St	New Braunfels	TX	78130	742440649	501(c)3	$50,000	Legal advocacy services
Comal County Senior Citiznes' Foundation
655 Landa St	New Braunfels	TX	78130	742330402	501(c)3	$46,500	Senior citizen services
Family Promise
PO Box 311866	New Braunfels	TX	78131	800801136	501(c)3	$100,000	Homelessness assistance
BulverdeSpring Branch EMS
353 Rodeo Dr	Spring Branch	TX	78070	742060965	501(c)3	$251,500	Mobile healthcare
Salvation Army of Comal County
617 S IH Business 35	New Braunfels	TX	78130	580660607	501(c)3	$42,000	Social services
El Centro Del Barrio Inc
3750 Commercial Ave	San Antonio	TX	78221	741787031	501(c)3	$39,000	Indigent healthcare
River City Advocacy
145 Landa St	New Braunfels	TX	78130	743004101	501(c)3	$21,000	Mental health
Connections Individual & Family Services
PO Box 311268	New Braunfels	TX	78131	742179169	501(c)3	$22,907	Shelter & counseling
Children's Advocacy Center of Comal County
111 E Commerce	New Braunfels	TX	78131	201100412	501(c)3	$19,000	Forensic interviews
Community Resource and Recreation Center of Canyon
PO Box 1472	Canyon Lake	TX	78133	571148206	501(c)3	$15,000	Crisis assistance
Habitat for Safe Seniors
2174 Old Sattler Rd	Canyon Lake	TX	78133	731697842	501(c)3	$9,000	Nutrition program
The Gabriel Project
386 N Castell	New Braunfels	TX	78130	746003684	501(c)3	$9,000	Women in Crisis
Habitat for Humanity of Comal County
PO Box 310487	New Braunfels	TX	78131	742667761	501(c)3	$7,200	Housing
Friends of Christus Santa Rosa Foundation
100 NE Loop 410 Suite 706	San Antonio	TX	78216	742723391	501(c)3	$16,000	Every Baby Matters
Big Brothers Big Sisters of ComalGuadalupe Counti
202 Baltimore Ave	San Antonio	TX	78215	741897630	501(c)3	$13,500	Mentoring program
Lutheran Social Services of the South Inc
8305 Cross Park	Austin	TX	78754	741109745	501(c)3	$15,000	Therapeutic program
Bulverde Senior Center
PO Box 353	Bulverde	TX	78163	742625611	501(c)3	$10,725	Senior citizen services
Howard Payne Univeristy
1000 Fisk Ave	Brownwood	TX	76801	750800653	501(c)3	$6,000	Education
Community Action of Central Texas
PO Box 748	San Marcos	TX	78667	741541726	501(c)3	$9,000	Breast & cervical cancer support
Gorge Preservation Society
2075 FM 2673 Suite D	Canyon Lake	TX	78133	300379652	501(c)3	$10,000	Conservation
24 Hour Club
1142 Eikel St	New Braunfels	TX	78130	742312511	501(c)3	$30,000	Counseling
Bulverde Food Panty
PO Box 343	Bulverde	TX	78163	742786561	501(c)3	$18,000	Crisis assistance
Family Life Center of New Braunfels
5513 IH 35 South	New Braunfels	TX	78130	263725345	501(c)3	$21,000	Crisis assistance
San Antonio Lighthouse for the Blind
2305 Roosevelt	San Antonio	TX	78210	741339051	501(c)3	$9,000	Visually impaired assistance
McKenna Health Management
801 W San Antonio St	New Braunfels	TX	78130	742844558	501(c)3	$663,417	Community outreach
NEW BRAUNFELS CHRISTIAN MINISTRIES-KIDS CLUB
1195 W SAN ANTONIO ST	NEW BRAUNFELS	TX	78130	262221231	501(c)3	$35,000	AFTER SCHOOL PROGRAM
MCKENNA HEALTH MANAGEMENT
801 W SAN ANTONIO ST	NEW BRAUNFELS	TX	78130	742844558	501(c)3	$211,383	DONATED ROOM RENTAL

Field	Value	IRS element (for citing)
Total501c3 Org	34	Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE I, PART I, LINE 2	FormAndLineReferenceDesc
Explanation	ORGANIZATION'S PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS MCKENNA MAINTAINS RECORDS PERTAINING TO ALL GRANTS, AND MORE INFORMATION RELATED TO OUR PROCEDURES CAN BE FOUND ON OUR WEBSITE.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION B, QUESTION 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. THE MCKENNA FOUNDATION BOARD APPROVES THE FORM 990 PRIOR TO FILING.
FORM 990, PART VI, SECTION B, QUESTION 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.
FORM 990, PART VI, SECTION C, QUESTION 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 VI, QUESTION 15A	PROCESS FOR DETERMINING 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 THE ASSOCIATION OF SMALL FOUNDATIONS THAT IS USED IN DETERMINING TOTAL COMPENSATION AND BENEFITS PAID TO THE CEO.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Exempt Code SectionExemptCodeSectionTxt	Public Charity StatusPublicCharityStatusTxt	Business Name Line1DirectControllingEntityName/BusinessNameLine1	Controlled OrganizationControlledOrganizationInd
MCKENNA HEALTH MANAGEMENT
801 W SAN ANTONIO STREET	NEW BRAUNFELS	TX	78130	742844558	MGMT SERVICES	TX	501(C)(3)	9	MCKENNA FDN	Yes (true)
MCKENNA MEMORIAL HOSPITAL
801 W SAN ANTONIO STREET	NEW BRAUNFELS	TX	78130	741191729	HEALTH SVC	TX	501(C)(3)	3	MCKENNA FDN	Yes (true)

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	false	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	Yes (true)	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	false	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	false	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	false	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	false	DivRelatedOrganizationInd
Asset Sale To Other Org	false	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	false	AssetPurchaseFromOtherOrgInd
Asset Exchange	false	AssetExchangeInd
Rental Of Facilities To Oth Org	false	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	false	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	false	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	false	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	Yes (true)	SharingOfFacilitiesInd
Paid Employees Sharing	Yes (true)	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	Yes (true)	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	Yes (true)	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	Yes (true)	TransferToOtherOrgInd
Transfer From Other Org	Yes (true)	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (7 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
MCKENNA HEALTH MANAGEMENT
B	$874,800	MARKET VALUE
MCKENNA HEALTH MANAGEMENT
N	$22,020	MARKET VALUE
MCKENNA HEALTH MANAGEMENT
O	$262,512	MARKET VALUE
MCKENNA HEALTH MANAGEMENT
P	$135,685	MARKET VALUE
MCKENNA HEALTH MANAGEMENT
R	$1,700,698	MARKET VALUE
MCKENNA HEALTH MANAGEMENT
S	$1,486,223	MARKET VALUE
MCKENNA HEALTH MANAGEMENT
Q	$101,861	MARKET VALUE