2014-11-12T11:09:01-06:00 2013-12-31 742533381 JAYNES REITMEIER BOYD & THERRELL PC 5400 BOSQUE BLVD STE 500 WACO TX 767104459 990 2013-01-01 742867580 HEART OF TEXAS COMMUNITY HEALTH CENTER INC HEAR 2543134200 1600 PROVIDENCE DRIVE WACO TX 767072261 ALLEN PATTERSON CFO/COO 2547508200 2014-11-11 1 NANCY A TOUPS P00044678 2547764190 2014-11-11 2013 2015-11-30 17:44:51Z FAMILY HEALTH (FORMERLY PRACTICE) CENTER ROLAND GOERTZ 1600 PROVIDENCE DRIVE WACO TX 767072261 39422086 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 11 550 0 0 0 31535584 29387770 12764001 9871353 203907 162963 0 0 44503492 39422086 0 0 0 0 30514182 29560169 0 0 0 13300329 12945249 43814511 42505418 688981 -3083332 32599802 28936143 5338188 4757861 27261614 24178282 INCREASE ACCESS TO, AND REDUCE THE DISPARITIES IN THE PROVISION OF, PRIMARY HEALTH CARE SERVICES FOR THE VULNERABLE OF MCLENNAN COUNTY, TEXAS. 0 0 28881714 6660358 MEDICAL CARE TO THE POOR OF MCLENNAN COUNTY, TEXAS THROUGH DIRECT BILLING OF GOV'T PROGRAMS, PATIENTS' INSURANCE, AND THE PATIENTS THEMSELVES 11231778 3210995 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) 40113492 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 97 0 1 550 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 ALLEN PATTERSON 2543134202 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 DIRECTOR 1.00 X 0 0 0 IRENE BROWN SECRETARY 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 DIRECTOR 1.00 X 0 0 0 GUADALUPE WYDERMYER DIRECTOR 1.00 X 0 0 0 ROLAND GOERTZ MD CEO 40.00 X 444869 0 7800 ALLEN PATTERSON CFO/COO 40.00 X 210679 0 7800 JOHN SHULTZ DDS CDO 40.00 X 249905 0 7800 JOHN GILL MD CMIO 40.00 X 227994 0 7800 TOBY MATULA CIO 40.00 X 135377 0 7800 D MICHAEL HARDIN MD RESIDENCY PROGRAM DIRECTOR 40.00 X 237342 0 7800 KELLEY REYNOLDS MD CMO 40.00 X 280992 0 7800 JOE GEIGER MD OB/GYN 40.00 X 305904 0 7800 TERRIAWKIA WOODS-CAMPBELL MD OB/GYN 40.00 X 276088 0 7800 HAYLEY VOIGE DO OB/GYN 40.00 X 258426 0 7800 JOHN MCCUE DDS DENTIST 40.00 X 266153 0 7800 CLIFTON MARTIN DDS DENTIST 40.00 X 242336 0 7800 3136065 0 93600 12 0 1 0 DUKE REALTY 75 REM HANCE DR STE 1175 CHICAGO IL 60675 OFFICE RENT 239425 J&M QUALITY CLEANING 3332 WINGATE WACO TX 76706 CLEANING 200369 RESTORATION DENTAL LAB 1000 COLUMBUS AVE WACO TX 76701 DENTAL LAB 130811 3 4583951 24803819 29387770 MEDICAL CARE TO POOR-A 900099 6660358 6660358 MEDICAL CARE TO POOR-B 900099 3210995 3210995 9871353 162963 162963 39422086 9871353 0 162963 1787158 1072294 714864 23387302 22737302 650000 503498 476198 27300 2392285 2262585 129700 1489926 1409148 80778 53326 53326 82739 82739 1001811 761811 240000 346240 311240 35000 132202 119202 13000 3840554 3640554 200000 495956 445956 50000 729595 729595 112019 30000 82019 PHARMACEUTICALS 3220556 3220556 CLINICAL SUPPLIES 2599211 2599211 RECRUITING 199086 179086 20000 MISCELLANEOUS 131954 118754 13200 42505418 40113492 2391926 0 6440 6540 15022367 12496822 4608782 4452458 2414799 2151531 706418 603899 232703 166313 10621602 1563022 9608293 9058580 32599802 28936143 3191431 2658957 2146757 2098904 5338188 4757861 X 27261614 24178282 0 0 0 0 27261614 24178282 32599802 28936143 -3083332 0 X X 0 1 X 1 1 1 X 29570413 33219405 34501926 31535584 29387770 158215098 29570413 33219405 34501926 31535584 29387770 158215098 158215098 310270 303501 254757 203907 162963 1235398 4418 4418 159454914 53078914 0.99220 0.99030 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 228680 228680 1462216 122994 1339222 5408222 457337 4950885 3522484 982691 2539793 9058580 X 39731197 309111 309111 39422086 0 39422086 42504688 0 42504688 730 730 42505418 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 2009. PART XI, LINE 2D - OTHER ADJUSTMENTS: FISCAL YEAR OF 9/30 ON AUDIT VS. CALENDAR YEAR 12/31 ON FORM 990(TIMING) 309,111. PART XII, LINE 4B - OTHER ADJUSTMENTS: FISCAL YEAR OF 9/30 ON AUDIT VS. CALENDAR YEAR 12/31 ON FORM 990(TIMING) 730. FORM 990, PART X, LINE 2 STATEMENT OF UNCERTAIN TAX POSITIONS INCLUDES FEDERAL & STATE TAXES. X X X 0 0 0 0 0 0 0 0 0 ROLAND GOERTZ MD CEO 444869 0 0 0 0 0 0 0 0 7800 444869 7800 0 0 ALLEN PATTERSON CFO/COO 210679 0 0 0 0 0 0 0 0 7800 210679 7800 0 0 JOHN SHULTZ DDS CDO 249905 0 0 0 0 0 0 0 0 7800 249905 7800 0 0 JOHN GILL MD CMIO 227994 0 0 0 0 0 0 0 0 7800 227994 7800 0 0 D MICHAEL HARDIN MD RESIDENCY PROGRAM DIRECTOR 237342 0 0 0 0 0 0 0 0 7800 237342 7800 0 0 KELLEY REYNOLDS MD CMO 280992 0 0 0 0 0 0 0 0 7800 280992 7800 0 0 JOE GEIGER MD OB/GYN 305904 0 0 0 0 0 0 0 0 7800 305904 7800 0 0 TERRIAWKIA WOODS-CAMPBELL MD OB/GYN 276088 0 0 0 0 0 0 0 0 7800 276088 7800 0 0 HAYLEY VOIGE DO OB/GYN 258426 0 0 0 0 0 0 0 0 7800 258426 7800 0 0 JOHN MCCUE DDS DENTIST 266153 0 0 0 0 0 0 0 0 7800 266153 7800 0 0 CLIFTON MARTIN DDS DENTIST 242336 0 0 0 0 0 0 0 0 7800 242336 7800 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 MADE AVAILABLE TO THE PUBLIC AT THE MAIN LOCATION. 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 3023509 ACTUAL WACO FAMILY PRACTICE FOUNDATION K 1715400 ACTUAL