MCKENNA FOUNDATION: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- MCKENNA FOUNDATION (EIN 26-2011830)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-10-11
- IRS object ID
- 201202859349300520
- Schema version
- 2011v1.3
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-10-11T09:49:32-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 262011830 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCKENNA LEGACY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % JERRY MAJOR | InCareOfName |
| Name Control | MCKE | NameControl |
| Phone | 8306069500 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 WEST SAN ANTONIO ST | AddressLine1 |
| City | NEW BRAUNFELS | City |
| State | TX | State |
| ZIP Code | 78130 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JERRY MAJOR | Name |
| Title | CEO | Title |
| Date Signed | 2012-08-15 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | M Paige Gerich | Name |
| Phone | 7134994600 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Jerry Major | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| 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 | 1737720 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.MCKENNALEGACYFOUNDATION.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2008 | YearFormation |
| State Legal Domicile | TX | StateLegalDomicile |
| Activity Or Mission Description | THE MCKENNA LEGACY FOUNDATION EXISTS TO ADVANCE THE WELL-BEING OF THE NEW BRAUNFELS COMMUNITY. | ActivityOrMissionDescription |
| Termination Or Contraction | X | TerminationOrContraction |
| Nbr Voting Members Governing Body | 7 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 7 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 7 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 2741411 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1737720 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 2741411 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1737720 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 2950908 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 2760187 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 359207 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 385911 | 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 | 272726 | OtherExpensePriorYear |
| Other Expenses Current Year | 320008 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 3582841 | TotalExpensesPriorYear |
| Total Expenses Current Year | 3466106 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -841430 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -1728386 | RevenuesLessExpensesCY |
| Total Assets BOY | 84796520 | TotalAssetsBOY |
| Total Assets EOY | 59587355 | TotalAssetsEOY |
| Total Liabilities BOY | 2209558 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1378995 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 82586962 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 58208360 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE MCKENNA LEGACY FOUNDATION EXISTS TO ADVANCE THE WELL-BEING OF THE NEW BRAUNFELS COMMUNITY. THE FOUNDATION REACHES OUT AS A PARTNER TO DESIGN AND FUND PROGRAMS, EDUCATIONAL EFFORTS AND SERVICES TO DELIVER ON THE PROMISE OF WELL-BEING FOR OUR COMMUNITY. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 2938002 | Expense |
| Grants | 2760187 | Grants |
| Description | THE MCKENNA LEGACY FOUNDATION AWARDS FUNDS TO APPROVED GRANT APPLICANTS WHO ARE NONPROFIT ORGANIZATIONS THAT OFFER NEW OR EXISTING PROGRAMMING THAT FALL WITHIN OUR HEALTH, EDUCATION OR WELL-BEING PRIORITIES. | Description |
| Total Program Service Expense | 2938002 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | false | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | false | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | true | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 7 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 7 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | true | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | JERRY MAJOR | NamePerson |
| Telephone Number | 8306069500 | TelephoneNumber |
Address US AddressUS
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (9 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| WES STUDDARD | ||||||
| VICE CHAIRMAN | 2.0 | X | X | 0 | 0 | 0 |
| MITCH SACCO DDS | ||||||
| MEMBER | 2.0 | X | 0 | 0 | 0 | |
| MICHAEL SPAIN | ||||||
| CHAIRMAN | 2.0 | X | X | 0 | 0 | 0 |
| MARIO LUNA | ||||||
| MEMBER | 2.0 | X | 0 | 0 | 0 | |
| DAVID WAY MD | ||||||
| MEMBER | 2.0 | X | 0 | 0 | 0 | |
| JIM WESSON | ||||||
| MEMBER | 2.0 | X | 0 | 0 | 0 | |
| PETER MADDOX | ||||||
| SECRETARY | 2.0 | X | X | 0 | 0 | 0 |
| JERRY MAJOR | ||||||
| CEO | 24.0 | X | 0 | 101685 | 1265 | |
| ALLEN STRICKLAND | ||||||
| INTERIM CEO | 24.0 | X | 0 | 59044 | 4771 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 160729 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 6036 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Total Contributions | 0 | TotalContributions |
| Total Program Service Revenue | 0 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1737720 | TotalRevenueColumn |
| Exclusion | $1,737,720 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1737720 | TotalRevenueColumn |
| Exclusion | $1,737,720 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2760187 | Total |
| Program Services | 2760187 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 364653 | Total |
| Program Services | 128181 | ProgramServices |
| Management And General | 236472 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21258 | Total |
| Program Services | 21258 | ProgramServices |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 260089 | Total |
| Management And General | 260089 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31543 | Total |
| Management And General | 31543 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2160 | Total |
| Program Services | 2160 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8232 | Total |
| Program Services | 8232 | ProgramServices |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 638 | Total |
| Program Services | 638 | ProgramServices |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 760 | Total |
| Program Services | 760 | ProgramServices |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1579 | Total |
| Program Services | 1579 | ProgramServices |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12682 | Total |
| Program Services | 12682 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DUES & SUBSCRIPTIONS | Description |
| Total | 2325 | Total |
| Program Services | 2325 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3466106 | Total |
| Program Services | 2938002 | ProgramServices |
| Management And General | 528104 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 346692 | BOY |
| EOY | 132008 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 269899 | BOY |
| EOY | 280436 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7676858 | BOY |
| EOY | 5836945 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 150 | BOY |
| EOY | 50880 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 38045 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 31704 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19023 | BOY |
| EOY | 6341 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43585504 | BOY |
| EOY | 53280745 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32898394 | BOY |
| EOY | 0 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 84796520 | BOY |
| EOY | 59587355 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5329 | BOY |
| EOY | 125 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1000250 | BOY |
| EOY | 395400 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1203979 | BOY |
| EOY | 983470 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2209558 | BOY |
| EOY | 1378995 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 82586962 | BOY |
| EOY | 58208360 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 82586962 | BOY |
| EOY | 58208360 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 84796520 | BOY |
| EOY | 59587355 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -1728386 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -22650216 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | false | 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 | false | ContribByControllingIndividual |
| Contribution By Related Party | false | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | false | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation (2 entries)
| EINEIN | Type Of OrganizationTypeOfOrganization | Listed In Governing DocListedInGoverningDoc | Supported Organization NotifiedSupportedOrganizationNotified | Organized In USOrganizedInUS | AmountAmount |
|---|---|---|---|---|---|
| MCKENNA SERVICES | |||||
| 742694231 | 0 | true | true | true | $930,338 |
| MCKENNA PROPERTIES | |||||
| 742727678 | 0 | false | true | true | $235,400 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 2 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 1165738 | SumOfAmounts |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Current Year Minus3 Years | CurrentYearMinus3Years | |
| Land | Land | |
| Buildings | Buildings | |
| Leasehold Improvements | LeaseholdImprovements |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 38045 | OtherCostOrOtherBasis |
| Depreciation | 31704 | Depreciation |
| Book Value | 6341 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildings | |
| Total Of Book Value Land Buildings | 6341 | TotalOfBookValueLandBuildings |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DUE TO AFFILIATES | Description |
| Amount | $983,470 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 983470 | TotalOfAmounts |
| Total Revenue | 1737720 | TotalRevenue |
| Total Expenses | 3466106 | TotalExpenses |
| Excess Or Deficit For Year | -1728386 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -673815 | NetUnrealizedGLOnInvestments |
| Other | -$21,976,401 | OtherAmount |
| Total Adjustments | -22650216 | TotalAdjustments |
| Excess Or Deficit Per FS | -24378602 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | -23932772 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -673815 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | -673815 | RevenueNotRptdF990 |
| Revenue Subtotal | -23258957 | RevenueSubtotal |
| Investment Expenses Not Included | 260089 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 24736588 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 24996677 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 1737720 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 445830 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 445830 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 260089 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 2760187 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 3020276 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 3466106 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| FIN 48 FOOTNOTE | SCHEDULE D, PART X, LINE 2 | 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. |
| RECONCILIATION OF REVENUE PER AUDITED F/S TO RETURN | SCHEDULE D, PART XII, LINE 4B | REVENUE ON RETURN NOT ON BOOKS: DEBT FORGIVENESS IN AUDIT REVENUE $21,976,401 GRANT EXPENSE INCLUDED IN AUDIT REVENUE 2,760,187 ------------- $24,736,588 |
| RECONCILIATION OF EXPENSES PER AUDITED F/S TO RETURN | SCHEDULE D, PART XIII, LINE 4B | EXPENSES ON RETURN NOT ON BOOKS: GRANT EXPENSE INCLUDED IN AUDIT REVENUE $2,760,187 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (38 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance |
|---|---|---|---|---|---|---|---|---|---|---|
| ANY BABY CAN OF SAN ANTONIO INC | ||||||||||
| 217 HOWARD ST | SAN ANTONIO | TX | 78212 | 742684333 | 501 C 3 | 40000 | CASE MANAGER | |||
| BIG BROTHERS BIG SISTERS OF COMALGUADALUPE COUNTI | ||||||||||
| 202 BALTIMORE AVENUE | SAN ANTONIO | TX | 78215 | 741897630 | 501 C 3 | 15000 | MENTORING PROGRAM | |||
| BRIGHTON SCHOOL INC | ||||||||||
| 14207 HIGGINS RD | SAN ANTONIO | TX | 78217 | 742331826 | 501 C 3 | 6300 | CHILD DEVELOPMENT | |||
| CASA OF CENTRAL TEXAS INC | ||||||||||
| 1619 E COMMON ST | NEW BRAUNFELS | TX | 78130 | 742403373 | 501 C 3 | 25000 | GUARDIAN AD LITEM | |||
| CHILDREN'S ADVOCACY CENTER | ||||||||||
| 111 E COMMERCE | NEW BRAUNFELS | TX | 78131 | 201100412 | 501 C 3 | 170000 | FORENSIC INTERVIEWS | |||
| COMAL COUNTY SENIOR CITIZENS' FOUNDATION | ||||||||||
| 655 LANDA ST | NEW BRAUNFELS | TX | 78130 | 742330402 | 501 C 3 | 40000 | SR TRANSPORTATION | |||
| COMMUNITIES IN SCHOOLS | ||||||||||
| 161 S CASTELL | NEW BRAUNFELS | TX | 78130 | 742653402 | 501 C 3 | 162100 | STAY IN SCHOOL | |||
| COMMUNITY RESOURCE AND RECREATION CENTER | ||||||||||
| PO BOX 1472 | CANYON LAKE | TX | 78133 | 571148206 | 501 C 3 | 25000 | CRISIS ASSISTANCE | |||
| CONNECTIONS INDIVIDUAL AND FAMILY SERVICES | ||||||||||
| PO BOX 311268 | NEW BRAUNFELS | TX | 78131 | 742179169 | 501 C 3 | 40000 | SHELTER & COUNSELING | |||
| EL CENTRO DEL BARRIO INC | ||||||||||
| 3750 COMMERCIAL AVE | SAN ANTONIO | TX | 78221 | 741787031 | 501 C 3 | 100000 | INDIGENT HEALTHCARE | |||
| FAMILY LIFE CENTER OF NEW BRAUNFELS | ||||||||||
| 5513 IH 35 SOUTH | NEW BRAUNFELS | TX | 78130 | 263725345 | 501 C 3 | 20000 | CRISIS ASSISTANCE | |||
| HOPE HOSPICE | ||||||||||
| 611 N WALNUT | NEW BRAUNFELS | TX | 78130 | 742314580 | 501 C 3 | 60000 | BEREAVEMENT SUPPORT | |||
| HABITAT FOR HUMANITY OF COMAL COUNTY | ||||||||||
| PO BOX 310487 | NEW BRAUNFELS | TX | 78131 | 742667761 | 501 C 3 | 175000 | HOUSING | |||
| HABITAT FOR SAFE SENIORS INC | ||||||||||
| 2174 OLD SATTLER RD | CANYON LAKE | TX | 78133 | 731697842 | 501 C 3 | 15000 | NUTRITION PROGRAM | |||
| NEW BRAUNFELS CHRISTIAN MINISTIES-KIDS CLUB | ||||||||||
| 1195 W SAN ANTONIO ST NEW BRAUNFE | NEW BRAUNFELS | TX | 78130 | 262221231 | 501 C 3 | 40000 | AFTER-SCHOOL PROGRAM | |||
| NEW BRAUNFELS CHRISTIAN MINISTIES-VOL IN MED | ||||||||||
| 1195 W SAN ANTONIO ST NEW BRAUNFE | NEW BRAUNFELS | TX | 78130 | 262221231 | 501 C 3 | 100000 | HEALTHCARE | |||
| NEW BRAUNFELS PUBLIC LIBRARY FOUNDATION | ||||||||||
| 700 COMMON ST | NEW BRAUNFELS | TX | 78130 | 742797080 | 501 C 3 | 10000 | LIBRARY SERVICES | |||
| RAVENSTAR OUTDOOR EDUCAITON | ||||||||||
| 776 E TORREY ST | NEW BRAUNFELS | TX | 78130 | 742978329 | 501 C 3 | 30000 | SUMMER CAMPS | |||
| TEXAS LUTHERAN UNIVERSITY (RET & SR PROGRAM) | ||||||||||
| 1000 W COURT ST | SEGUIN | TX | 78155 | 741109748 | 501 C 3 | 10175 | VOLUNTEERISM | |||
| RIVER CITY ADVOCACY INC | ||||||||||
| 145 LANDA ST | NEW BRAUNFELS | TX | 78130 | 743004101 | 501 C 3 | 31000 | FREE MENTAL HEALTH | |||
| SALVATION ARMY SERVICE CENTER | ||||||||||
| 186 S CASTELL AVENUE NEW BRAUNFELS | NEW BRAUNFELS | TX | 78130 | 580660607 | 501 C 3 | 120000 | SOCIAL SERVICES | |||
| SAN ANTONIO FOOD BANK | ||||||||||
| 5200 OLD HWY 90 | SAN ANTONIO | TX | 78227 | 742122979 | 501 C 3 | 20000 | FOOD PANTRY | |||
| SAN ANTONIO LIGHTHOUSE FOR THE BLIND | ||||||||||
| 2305 ROOSEVELT AVENUE | SAN ANTONIO | TX | 78210 | 741339051 | 501 C 3 | 15000 | VISUALLY IMPAIRED | |||
| ST JUDE'S RANCH FOR CHILDREN-BULVERDE | ||||||||||
| 1400 RIDGE CREEK LANE | BULVERDE | TX | 78163 | 742270086 | 501 C 3 | 30000 | TEACHER SPECIALISTS | |||
| ST JUDE'S RANCH FOR CHILDREN-NEW BRAUNFELS | ||||||||||
| PO BOX 311682 | NEW BRAUNFELS | TX | 78131 | 742469139 | 501 C 3 | 30000 | TEACHER SPECIALISTS | |||
| TEXAS RAMP PROJECT | ||||||||||
| PO BOX 832065 | RICHARDSON | TX | 75083 | 331139484 | 501 C 3 | 10000 | DISABILITY RAMPS | |||
| THE GABRIEL PROJECT | ||||||||||
| 386 N CASTELL | NEW BRAUNFELS | TX | 78130 | 746003684 | 501 C 3 | 30000 | WOMEN IN CRISIS | |||
| CRISIS CENTER OF COMAL COUNTY | ||||||||||
| PO BOX 310344 | NEW BRAUNFELS | TX | 78130 | 742440649 | 501 C 3 | 40000 | VICTIM ADVOCACY | |||
| MCKENNA SERVICES | ||||||||||
| 801 W SAN ANTONIO | NEW BRAUNFELS | TX | 78130 | 742694231 | 501 C 3 | 930338 | COMMUNITY OUTREACH | |||
| NEW BRAUNFELS PARKS | ||||||||||
| PO BOX 312634 | NEW BRAUNFELS | TX | 78131 | 205117776 | 501 C 3 | 7000 | GALA SPONSORSHIP | |||
| THE HERITAGE MUSEUM OF THE TEXAS HILL COUNTRY ASSO | ||||||||||
| PO BOX 1598 | CANYON LAKE | TX | 78133 | 742761901 | 501 C 3 | 10000 | MUSEUM EXHIBIT | |||
| COMAL COUNTY CHRISTIAN PRO-LIFE FOUNDATION | ||||||||||
| 955 LOOP 337 | NEW BRAUNFELS | TX | 78130 | 742393875 | 501 C 3 | 25000 | SANE PROGRAM | |||
| BRAUNTEX PERFORMING ARTS THEATER ASSOCIATION | ||||||||||
| 290 W SAN ANTONIO ST NEW BRAUNFEL | NEW BRAUNFELS | TX | 78130 | 742920616 | 501 C 3 | 50000 | PERFORMING ARTS | |||
| BULVERDE SENIOR CENTER | ||||||||||
| PO BOX 353 | BULVERDE | TX | 78163 | 742625611 | 501 C 3 | 15000 | SENIOR SERVICES | |||
| BULVERDE- SPRING BRANCH | ||||||||||
| PO BOX 38 | SPRING BRANCH | TX | 78070 | 742060965 | 501 C 3 | 33956 | HEALTHCARE | |||
| MCKENNA PROPERTIES | ||||||||||
| 801 W SAN ANTONIO ST NEW BRAUNFEL | NEW BRAUNFELS | TX | 78130 | 742727678 | 501 C 3 | 235400 | DONATED ROOM RENTALS | |||
| CIRCLE ARTS THEATRE | ||||||||||
| 17 CANE ST | NEW BRAUNFELS | TX | 78130 | 741840793 | 501 C 3 | 10000 | PERFORMING ARTS | |||
| HABITAT FOR HUMANITY OF COMAL COUNTY | ||||||||||
| PO BOX 310487 | NEW BRAUNFELS | TX | 78131 | 742667761 | 501 C 3 | HOUSING | 10845 | FMV | DONATED VAN | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 38 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF ORGANIZATION'S PROCEDURES FOR MONITORING THE USE OF GRANTS | Identifier |
| Return Reference | SCHEDULE I, PART I, LINE 2 | ReturnReference |
| Explanation | MCKENNA MAINTAINS RECORDS PERTAINING TO ALL GRANTS, AND MORE INFORMATION RELATED TO OUR PROCEDURES CAN BE FOUND ON OUR WEBSITE. | Explanation |
Schedule N IRS990ScheduleN
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liquidation Table | LiquidationTable |
Disposition Table DispositionTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | INTERCOMPANY DEBT FORGIVENESS | DescriptionOfAsset |
| Date Of Distribution | 2011-12-31 | DateOfDistribution |
| FMV Of Asset | 21976401 | FMVOfAsset |
| Method Of FMV Determination | BOOK VALUE OF DEBT | MethodOfFMVDetermination |
| EIN | 742727678 | EIN |
| Name Person | MCKENNA PROPERTIES | NamePerson |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 WEST SAN ANTONIO ST | AddressLine1 |
| City | NEW BRAUNFELS | City |
| State | TX | State |
| ZIP Code | 78130 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRC Section | 501(C)(3) | IRCSection |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Director Of Successor2 | false | DirectorOfSuccessor2 |
| Employee Of Successor2 | false | EmployeeOfSuccessor2 |
| Owner Of Successor2 | false | OwnerOfSuccessor2 |
| Receive Compensation2 | false | ReceiveCompensation2 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (13 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| MEMBERS OR STOCKHOLDERS | FORM 990, PART VI, SECTION A, QUESTION 6 | THE CORPORATION SHALL HAVE ONE MEMBER. THE SOLE MEMBER SHALL BE THE MCKENNA SYSTEM. |
| DECISIONS OF THE GOVERNING BODY | FORM 990, PART VI, SECTION A, QUESTION 7B | A) APPROVE OR ADOPT AN ANNUAL OPERATING OR CAPITAL BUDGET OF THE CORPORATION, B) APPROVE A GRANT IN AN AMOUNT GREATER THAN THE AMOUNT ESTABLISHED FROM TIME TO TIME BY THE MEMBER, C) APPROVE ANY FINANCIAL EXPENDITURE WHICH DEVIATES FROM THE CORPORATION'S ANNUAL OPERATING AND CAPITAL BUDGETS IF THE SUM OF SUCH FINANCIAL EXPENDITURE AND THE SUM OF ALL PRIOR FINANCIAL EXPENDITURES DEVIATE FROM THE CORPORATION'S ANNUAL AND CAPITAL BUDGETS BY MORE THAN FIVE PERCENT PER FISCAL YEAR, D) APPROVE THE PURCHASE OR ACQUISITION OF ANY PROPERTY (REAL, PERSONAL, OR MIXED) BY THE CORPORATION IF THE PURCHASE PRICE OR OTHER OBLIGATION OF THE CORPORATION FOR SUCH PURCHASE DEVIATES FROM THE CORPORATION'S ANNUAL BUDGET BY MORE THAN FIVE PERCENT PER FISCAL YEAR, E) APPROVE ANY SALE, GIFT, LEASE, MORTGAGE, OR OTHER TRANSFER OR ENCUMBRANCE (COLLECTIVELY, A "TRANSFER") OF THE PERSONAL PROPERTY OF THE CORPORATION IF THE SUM OF SUCH TRANSFER AND THE SUM OF ALL PRIOR TRANSFER DEVIATES FROM THE CORPORATION'S ANNUAL BUDGET BY MORE THAN FIVE PERCENT PER FISCAL YEAR, F) APPROVE ANY SALE, GIFT, LEASE, MORTGAGE, OR OTHER TRANSFER OR ENCUMBRANCE (COLLECTIVELY A "TRANSFER") OF THE PERSONAL PROPERTY OF THE CORPORATION IF THE SUM OF SUCH TRANSFER AND THE SUM OF ALL PRIOR TRANSFERS DEVIATES FROM THE CORPORATION'S ANNUAL BUDGET BY MORE THAN FIVE PERCENT PER FISCAL YEAR, G) APPROVE A MERGER, ACQUISITION, OR CONSOLIDATION OF THE CORPORATION, H) APPROVE THE CREATION OF OR INVESTMENT IN ANY SUBSIDIARY OR AFFILIATED ENTITY OF THE CORPORATION OR OTHER LEGAL ENTITY, I) APPROVE BORROWING OR LENDING OF MONEY OR THE CREATION OF INDEBTEDNESS THROUGH THE GUARANTY OF ANOTHER'S DEBT OR SIMILAR ACTION, J) APPROVE THE APPOINTMENT OR REMOVAL OF ONE OR MORE TRUSTEES IN ACCORDANCE WITH ARTICLE 3 OF THESE BYLAWS, OR K) APPROVE ANY ALTERATION, AMENDMENT, OR REPEAL OF THESE BYLAWS IN ACCORDANCE WITH ARTICLE 8 OF THESE BYLAWS OR ANY ALTERATION OR AMENDMENT TO THE CERTIFICATE OF FORMATION OF THE CORPORATION. |
| DETAILED REVIEW OF THE FORM 990 | FORM 990, PART VI, SECTION B, QUESTION 11B | 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. |
| COMPLIANCE WITH WRITTEN CONFLICT OF INTEREST POLICY | FORM 990, PART VI, SECTION B, QUESTION 12C | 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. |
| GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC | FORM 990, PART VI, SECTION C, QUESTION 19 | THE FOUNDATION MAINTAINS A COPY OF THE FORM 1023 ON SITE, AND IT IS AVAILABLE UPON REQUEST. |
| RECONCILIATION OF NET ASSETS | FORM 990, PART XI, QUESTION 5 | OTHER CHANGES IN NET ASSETS UNREALIZED GAINS & LOSSES $ 673,815 INTERCOMPANY DEBT FORGIVENESS 21,976,401 -------------- $ 22,650,216 |
| ELECTION OF GOVERNING BODY | FORM 990, PART VI, QUESTION 7A | THE BOARD OF DIRECTORS APPOINTS DIRECTORS WITH THE APPROVAL OF THE MEMBER. |
| PROCESS FOR DETERMINING COMPENSATION | FORM 990, PART VI, QUESTION 15A | THE MCKENNA SYSTEM BOARD DISCUSSES AND REVIEWS THE COMPENSATION FOR THE CEO BY REVIEWING COMPENSATION COMPARISONS FROM OTHER ORGANIZATIONS OF SIMILAR SIZE. IN ADDITION THE SYSTEM BOARD RECEIVES A SALARY SURVEY FROM THE ASSOCIATION OF SMALL FOUNDATIONS THAT IS USED IN DETERMINING TOTAL COMPENSATION AND BENEFITS PAID TO THE CEO. |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:WES STUDDARD TITLE:VICE CHAIRMAN HOURS:1 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:MITCH SACCO DDS TITLE:MEMBER HOURS:1 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:DAVID WAY MD TITLE:MEMBER HOURS:1 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:JERRY MAJOR TITLE:CEO HOURS:16 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:ALLEN STRICKLAND TITLE:INTERIM CEO HOURS:16 |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (5 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| MCKENNA SYSTEM | ||||||||||
| 801 W SAN ANTONIO ST | NEW BRAUNFELS | TX | 78130 | 742844559 | SUPPORT | TX | 501(C)(3) | 11A TYPE I | NA | false |
| MCKENNA SERVICES | ||||||||||
| 801 W SAN ANTONIO STREET | NEW BRAUNFELS | TX | 78130 | 742694231 | HEALTH | TX | 501(C)(3) | 11A TYPE I | NA | false |
| MCKENNA PROPERTIES | ||||||||||
| 801 W SAN ANTONIO STREET | NEW BRAUNFELS | TX | 78130 | 742727678 | PROPERTY MGMT | TX | 501(C)(3) | 9 | NA | false |
| MCKENNA MANAGEMENT | ||||||||||
| 801 W SAN ANTONIO STREET | NEW BRAUNFELS | TX | 78130 | 742844558 | MGMT SERVICES | TX | 501(C)(3) | 11A TYPE I | NA | false |
| MCKENNA MEMORIAL HOSPITAL | ||||||||||
| 801 W SAN ANTONIO STREET | NEW BRAUNFELS | TX | 78130 | 741191729 | HEALTH SVC | TX | 501(C)(3) | 3 | NA | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | true | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | true | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | true | OtherTransferToOtherOrg |
| Other Transfer From Other Org | true | OtherTransferFromOtherOrg |
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