WACO FAMILY PRACTICE FOUNDATION: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- WACO FAMILY PRACTICE FOUNDATION (EIN 74-2446071)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-14
- IRS object ID
- 201323189349302152
- Schema version
- 2012v2.1
- 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 B
- Schedule D
- Schedule G
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-14T09:43:48-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742533381 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAYNES REITMEIER BOYD & THERRELL PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5400 BOSQUE BLVD STE 500 | AddressLine1 |
| City | WACO | City |
| State | TX | State |
| ZIP Code | 767104459 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742446071 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WACO FAMILY PRACTICE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WACO | NameControl |
| Phone | 2543134200 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 PROVIDENCE DR | AddressLine1 |
| City | WACO | City |
| State | TX | State |
| ZIP Code | 767072261 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ALLEN PATTERSON | Name |
| Title | SECRETARY/TREASURER | Title |
| Phone | 2547508200 | Phone |
| Date Signed | 2013-11-07 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | NANCY A TOUPS | Name |
| PTIN | P00044678 | PTIN |
| Phone | 2547764190 | Phone |
| Date Prepared | 2013-11-07 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | ROLAND GOERTZ | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 PROVIDENCE DR | AddressLine1 |
| City | WACO | City |
| State | TX | State |
| ZIP Code | 767072261 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 2016068 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | N/A | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1986 | YearFormation |
| State Legal Domicile | TX | StateLegalDomicile |
| Activity Or Mission Description | PROMOTE PRIMARY HEALTH EDUCATION & PRIMARY HEALTH CARE PROGRAMS VIA SUPPORT OF MCLENNAN COUNTY MEDICAL EDUCATION & RESEARCH FOUNDATION & HEART OF TEXAS COMMUNITY HEALTHY CENTER. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 14 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 14 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1 | TotalNbrEmployees |
| Total Nbr Volunteers | 75 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 198548 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 134720 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 30116 | InvestmentIncomePriorYear |
| Investment Income Current Year | 106597 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 452533 | OtherRevenuePriorYear |
| Other Revenue Current Year | 530910 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 681197 | TotalRevenuePriorYear |
| Total Revenue Current Year | 772227 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 163628 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 146339 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 32514 | OtherExpensePriorYear |
| Other Expenses Current Year | 40831 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 196142 | TotalExpensesPriorYear |
| Total Expenses Current Year | 187170 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 485055 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 585057 | RevenuesLessExpensesCY |
| Total Assets BOY | 14604370 | TotalAssetsBOY |
| Total Assets EOY | 14862004 | TotalAssetsEOY |
| Total Liabilities BOY | 3123646 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2796223 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 11480724 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 12065781 | NetAssetsOrFundBalancesEOY |
| Mission Description | SUPPORT OF DIRECT SERVICE MISSIONS OF MCLENNAN COUNTY MEDICAL EDUCATION & RESEARCH FOUNDATION(74-1873453) & HEART OF TEXAS COMMUNITY HEALTH CENTER(74-2867580) | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 187170 | Expense |
| Revenue | 530910 | Revenue |
| Description | 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). | Description |
| Total Program Service Expense | 187170 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 9 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 1 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 14 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 14 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALLEN PATTERSON | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2543134202 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 PROVIDENCE DRIVE | AddressLine1 |
| City | WACO | City |
| State | TX | State |
| ZIP Code | 767072261 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (15 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| ROLAND A GOERTZ MD | |||||||
| PRESIDENT/CEO/DIRECTOR | 1.00 | X | X | 0 | 458212 | 6000 | |
| ALLEN E PATTERSON | |||||||
| SEC/TREAS/DIRECTOR | 1.00 | X | X | 0 | 195849 | 6000 | |
| 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 | ||
| CHARLES STERN MD | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| GLENN ROBINSON | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| DR JAMES GRAHAM | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| DR ROBERT GRAYSON | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| JOHNETTE MCKOWN PHD | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| KENT KEAHEY | |||||||
| 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 | |
| MARK HINDS MD | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| J CLEMENT MILAM | |||||||
| DEVELOPMENT DIRECTOR | 40.00 | 128880 | 0 | 6000 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 128880 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 654061 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 18000 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 62000 | FundraisingEvents |
| All Other Contributions | 72720 | AllOtherContributions |
| Total Contributions | 134720 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 106597 | TotalRevenueColumn |
| Exclusion | $106,597 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 1149318 | Real |
| Personal | 566082 | Personal |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 793608 | Real |
| Personal | 390882 | Personal |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 355710 | Real |
| Personal | 175200 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 530910 | TotalRevenueColumn |
| Related Or Exempt Function Income | 530910 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 59351 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 62000 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 59351 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 772227 | TotalRevenueColumn |
| Related Or Exempt Function Income | 530910 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $106,597 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 128880 | Total |
| Program Services | 128880 | ProgramServices |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2575 | Total |
| Program Services | 2575 | ProgramServices |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8268 | Total |
| Program Services | 8268 | ProgramServices |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6616 | Total |
| Program Services | 6616 | ProgramServices |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20216 | Total |
| Program Services | 20216 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6160 | Total |
| Program Services | 6160 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6350 | Total |
| Program Services | 6350 | ProgramServices |
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS | Description |
| Total | 8105 | Total |
| Program Services | 8105 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 187170 | Total |
| Program Services | 187170 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2387920 | BOY |
| EOY | 2842358 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 143873 | BOY |
| EOY | 746 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 21624254 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 10722368 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11068140 | BOY |
| EOY | 10901886 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 786222 | BOY |
| EOY | 890017 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 218215 | BOY |
| EOY | 226997 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14604370 | BOY |
| EOY | 14862004 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 119782 | BOY |
| EOY | 104722 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3003864 | BOY |
| EOY | 2691501 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3123646 | BOY |
| EOY | 2796223 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Do Not Follow SFAS117 | X | DoNotFollowSFAS117 |
Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9214351 | BOY |
| EOY | 9555714 | EOY |
Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2266373 | BOY |
| EOY | 2510067 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11480724 | BOY |
| EOY | 12065781 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14604370 | BOY |
| EOY | 14862004 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 585057 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type1 | X | SupportingOrg509a3Type1 |
| Certification Checkbox | X | CertificationCheckbox |
| Written IRS Determination | X | WrittenIRSDetermination |
| Contrib By Controlling Individual | 0 | ContribByControllingIndividual |
| Contribution By Related Party | 0 | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | 0 | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation (2 entries)
| EINEIN | Type Of OrganizationTypeOfOrganization | Listed In Governing DocListedInGoverningDoc | Supported Organization NotifiedSupportedOrganizationNotified | Organized In USOrganizedInUS | AmountAmount |
|---|---|---|---|---|---|
| MCLENNAN COUNTY MEDICAL EDUCATION AND RESEARCH FOUNDATION | |||||
| 741873453 | 4 | 1 | 1 | 1 | $0 |
| HEART OF TEXAS COMMUNITY HEALTH CENTER INC | |||||
| 742867580 | 7 | 1 | 1 | 1 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 2 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 0 | SumOfAmounts |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2266373 | BeginningOfYearBalance |
| Contributions | 134720 | Contributions |
| Investment Earnings Or Losses | 202559 | InvestmentEarningsOrLosses |
| Administrative Expenses | 93585 | AdministrativeExpenses |
| End Of Year Balance | 2510067 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3653936 | BeginningOfYearBalance |
| Contributions | 198548 | Contributions |
| Investment Earnings Or Losses | 20306 | InvestmentEarningsOrLosses |
| Other Expenditures | 1508346 | OtherExpenditures |
| Administrative Expenses | 98071 | AdministrativeExpenses |
| End Of Year Balance | 2266373 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3497427 | BeginningOfYearBalance |
| Contributions | 188220 | Contributions |
| Investment Earnings Or Losses | 62201 | InvestmentEarningsOrLosses |
| Administrative Expenses | 93912 | AdministrativeExpenses |
| End Of Year Balance | 3653936 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2057873 | BeginningOfYearBalance |
| Contributions | 888092 | Contributions |
| Investment Earnings Or Losses | 641462 | InvestmentEarningsOrLosses |
| Administrative Expenses | -90000 | AdministrativeExpenses |
| End Of Year Balance | 3497427 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2137928 | BeginningOfYearBalance |
| Contributions | 182849 | Contributions |
| Investment Earnings Or Losses | -171923 | InvestmentEarningsOrLosses |
| Administrative Expenses | 90981 | AdministrativeExpenses |
| End Of Year Balance | 2057873 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.99900 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.00100 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 355694 | OtherCostOrOtherBasis |
| Book Value | 355694 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 5299398 | OtherCostOrOtherBasis |
| Depreciation | 1185700 | Depreciation |
| Book Value | 4113698 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 7743467 | OtherCostOrOtherBasis |
| Depreciation | 3315826 | Depreciation |
| Book Value | 4427641 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 8225695 | OtherCostOrOtherBasis |
| Depreciation | 6220842 | Depreciation |
| Book Value | 2004853 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 10901886 | TotalOfBookValueLandBuildings |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 2075501 | TotRevenueEtcAuditedFinclStmt |
| Other Revenues | 1303274 | OtherRevenues |
| Revenue Not Rptd F990 | 1303274 | RevenueNotRptdF990 |
| Revenue Subtotal | 772227 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 772227 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1469383 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 1282213 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 1282213 | ExpensesNotRptdF990 |
| Expenses Subtotal | 187170 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 187170 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | 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 1,184,490. FUNDRAISING EXPENSES NETTED WITH REVENUES ON TAX RETURN 59,351. FISCAL YEAR OF 9/30 ON AUDIT VS. CALENDER YEAR 12/31 ON FORM 990(TIMING) 59,433. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES NETTED WITH REVENUES ON TAX RETURN 1,184,490. FUNDRAISING EXPENSES NETTED WITH REVENUES ON TAX RETURN 59,351. FISCAL YEAR OF 9/30 ON AUDIT & CALENDAR YEAR 12/31 ON FORM 990 (TIMING) 38,372. | |
| 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. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GALA | NameOfEvent1 |
| Gross Receipts Event1 | 121351 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 62000 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 59351 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 5000 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 22000 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 25000 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 7351 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 121351 | GrossReceiptsTotal |
| Charitable Contributions Total | 62000 | CharitableContributionsTotal |
| Gross Revenue Total Events | 59351 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 5000 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 22000 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 25000 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 7351 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 59351 | DirectExpenseSummaryEvents |
| Net Income Summary | 0 | NetIncomeSummary |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 1 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 1 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROLAND A GOERTZ MD | ||||||||||||||
| PRESIDENT/CEO/DIRECTOR | 0 | 458212 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 6000 | 0 | 464212 | 0 | 0 |
| ALLEN E PATTERSON | ||||||||||||||
| SEC/TREAS/DIRECTOR | 0 | 195849 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 6000 | 0 | 201849 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 5 | ReturnReference |
| Explanation | DEVELOPMENT DIRECTOR J.M. CLEMENT MILAM GETS PAID BONUS COMPENSATION BASED UPON BRACKETED AMOUNTS OF UNRESTRICTED CONTRIBUTIONS HE PERSONALLY SERVICES. | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE SUPPLEMENTAL INFORMATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sharing Of Revenues | 0 | SharingOfRevenues |
Form990 Schedule L Part V Form990ScheduleLPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | FORM 990, PAGE 4, LINE 28C | Identifier |
| Return Reference | BUSINESS TRANSACTIONS | ReturnReference |
| Explanation | 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. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | A COPY OF THE RETURN IS MAILED TO THE BOARD MEMBERS PRIOR TO FILING. THE RETURN IS PRESENTED FOR DISCUSSION 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 THE PREVIOUS YEAR. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| MCLENNAN COUNTY MEDICAL EDUCATION & RESEARCH FOUNDATION | ||||||||||
| 1600 PROVIDENCE DRIVE | WACO | TX | 76707 | 741873453 | HEALTH CARE, EDUCATION & RESEARCH | TX | 4 | 501(C)(3) | N/A | 0 |
| HEART OF TEXAS COMMUNITY HEALTH CENTER | ||||||||||
| 1600 PROVIDENCE DRIVE | WACO | TX | 76707 | 742867580 | HEALTH CARE & EDUCATION | TX | 9 | 501(C)(3) | N/A | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 1 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEART OF TEXAS COMMUNITY HEALTH CENTER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | J | TransactionType |
| Amount Involved | 1715400 | AmountInvolved |
| Method Of Amt Determination | ACTUAL | MethodOfAmtDetermination |
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