2011-10-06T13:43:27-04:00 2010-12-31 BKD LLP 2800 Post Oak Blvd Ste 3200 HOUSTON TX 77056 990 2010-01-01 262011830 MCKENNA LEGACY FOUNDATION MCKE 8306069500 801 WEST SAN ANTONIO ST NEW BRAUNFELS TX 78130 Jerry Major 2011-11-15 M Paige Gerich 7134994600 2010 2016-03-07 17:11:31Z Jerry Major 801 WEST SAN ANTONIO STREET NEW BRAUNFELS TX 78130 2741411 false X WWW.MCKENNALEGACYFOUNDATION.ORG X 2008 TX THE MCKENNA LEGACY FOUNDATION EXISTS TO ADVANCE THE WELL-BEING OF THE NEW BRAUNFELS COMMUNITY 7 7 0 7 0 0 0 0 1728563 2741411 0 1728563 2741411 2223450 2950908 0 338709 359207 0 0 254924 272726 2817083 3582841 -1088520 -841430 74976560 84796520 1025800 2209558 73950760 82586962 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. false false 3135542 2950908 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. 3135542 true false false false false false false false false true false false true true false false true false false false false false false false false false true false true false false false false false false false false false false false false false true false false false true 2 0 true 0 false false false false false false false false false false false X 7 7 false false false false true true true true true false false true true true true true true true false X JERRY MAJOR 8306069500 801 W SAN ANTONIO ST NEW BRAUNFELS TX 78130 WES STUDDARD 2.0 X X 0 0 0 MITCH SACCO DDS 2.0 X 0 0 0 MICHAEL SPAIN 2.0 X X 0 0 0 MARIO LUNA 2.0 X 0 0 0 DAVID WAY MD 2.0 X 0 0 0 LINDA MCCLUNG 2.0 X 0 0 0 PETER MADDOX 2.0 X X 0 0 0 ALLEN STRICKLAND 30.0 X 0 203664 25771 TIM BRIERTY 30.0 X 0 368040 32126 0 571704 57897 0 true true false 0 0 0 2741411 2741411 0 0 0 0 0 0 0 2741411 2741411 2950908 2950908 0 0 0 0 0 324307 116334 207973 0 34900 34900 0 0 0 0 0 0 239326 239326 0 8100 8100 6354 6354 1353 1353 0 0 2464 2464 0 629 629 0 0 12682 12682 0 DUES & SUBSCRIPTIONS 1818 1818 0 3582841 3135542 447299 0 570424 346692 259757 269899 9466308 7676858 4000 150 38045 19022 31704 19023 34617722 43585504 30026645 32898394 74976560 84796520 5329 392764 1000250 633036 1203979 1025800 2209558 X 73950760 82586962 73950760 82586962 74976560 84796520 X -841430 9477632 X false true true X false X X X X false false false MCKENNA SERVICES 742694231 0 true true true 1117804 MCKENNA PROPERTIES 742727678 0 false true true 0 2 1117804 38045 19022 19023 19023 Notes Receivable Affiliates 30848394 Due from Affiliates 2050000 32898394 0 Due to Affiliates 1203979 1203979 2741411 3582841 -841430 4070648 4070648 3229218 6572733 4070648 4070648 2502085 239326 239326 2741411 3343515 3343515 239326 239326 3582841 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: INVESTMENT FEES NETTED WITH REVENUE PER AUDIT $239,326 RECONCILIATION OF EXPENSES PER AUDITED F/S TO RETURN SCHEDULE D, PART XIII LINE 4B, EXPENSES ON RETURN NOT ON BOOKS: INVESTMENT FEES NETTED WITH REVENUE PER AUDIT $239,326 true ANY BABY CAN OF SAN ANTONIO INC 217 HOWARD ST SAN ANTONIO TX 78212 742684333 501 C 3 44000 CASE MANAGER BIG BROTHERS BIG SISTERS OF COMALGUADALUPE COUNTI 202 BALTIMORE AVENUE SAN ANTONIO TX 78215 741897630 501 C 3 19132 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 30986 GUARDIAN AD LITEM CHILDREN'S ADVOCACY CENTER 111 E COMMERCE NEW BRAUNFELS TX 78131 201100412 501 C 3 16750 FORENSIC INTERVIEWS COMAL COUNTY SENIOR CITIZENS' FOUNDATION 655 LANDA ST NEW BRAUNFELS TX 78130 742330402 501 C 3 25800 SENIOR TRANSPORTATION COMMUNITIES IN SCHOOLS 161 S CASTELL NEW BRAUNFELS TX 78130 742653402 501 C 3 123681 STAY IN SCHOOL COMMUNITY RESOURCE AND RECREATION CENTER PO BOX 1472 CANYON LAKE TX 78133 571148206 501 C 3 20000 CRISIS ASSISTANCE CONNECTIONS INDIVIDUAL AND FAMILY SERVICES PO BOX 311268 NEW BRAUNFELS TX 78131 742179169 501 C 3 20000 SHELTER & COUNSELING EL CENTRO DEL BARRIO INC 3750 COMMERCIAL AVE SAN ANTONIO TX 78221 741787031 501 C 3 30000 INDIGENT HEALTHCARE FAMILY LIFE CENTER OF NEW BRAUNFELS 5513 IH 35 SOUTH NEW BRAUNFELS TX 78130 263725345 501 C 3 31720 CRISIS ASSISTANCE GOODWILL INDUSTRIES 406 W COMMERCE SAN ANTONIO TX 78207 741238444 501 C 3 20000 JOB HELP CENTER HOPE HOSPICE 611 N WALNUT NEW BRAUNFELS TX 78130 742314580 501 C 3 69500 BEREAVEMENT SUPPORT HABITAT FOR SAFE SENIORS INC 2174 OLD SATTLER RD CANYON LAKE TX 78133 731697842 501 C 3 20000 NUTRITION PROGRAM NEW BRAUNFELS CHRISTIAN MINISTIES-KIDS CLUB 1195 W SAN ANTONIO ST NEW BRAUNFELS TX 78130 262221231 501 C 3 52651 AFTER -SCHOOL PROGRAM NEW BRAUNFELS CHRISTIAN MINISTIES-VOLUNTEERS IN ME 1195 W SAN ANTONIO ST NEW BRAUNFELS TX 78130 262221231 501 C 3 101000 HEALTHCARE NEW BRAUNFELS CHRISTIAN MINISTIES-HARVEST FOOD PAN 1195 W SAN ANTONIO ST NEW BRAUNFELS TX 78130 262221231 501 C 3 12000 CRISIS ASSISTANCE NEW BRAUNFELS PUBLIC LIBRARY FOUNDATION 700 COMMON ST NEW BRAUNFELS TX 78130 742797080 501 C 3 6000 LIBRARY SERVICES RAVENSTAR OUTDOOR EDUCAITON 776 E TORREY ST NEW BRAUNFELS TX 78130 742978329 501 C 3 48504 SUMMER CAMPS TEXAS LUTHERAN UNIVERSITY (RETIRED AND SENIOR VOLU 1000 W COURT ST SEGUIN TX 78155 741109748 501 C 3 6105 VOLUNTEERISM RIVER CITY ADVOCACY INC 145 LANDA ST NEW BRAUNFELS TX 78130 743004101 501 C 3 24500 FREE MENTAL HEALTH SALVATION ARMY SERVICE CENTER 186 S CASTELL AVENUE NEW BRAUNFELS TX 78130 580660607 501 C 3 53922 SOCIAL SERVICES SAN ANTONIO FOOD BANK 5200 OLD HWY 90 SAN ANTONIO TX 78227 742122979 501 C 3 129000 FOOD PANTRY SART FOUNDATION OF COMAL COUNTY INC PO BOX 210078 NEW BRAUNFELS TX 78130 061748373 501 C 3 9600 SANE PROGRAM SAN ANTONIO LIGHTHOUSE FOR THE BLIND 2305 ROOSEVELT AVENUE SAN ANTONIO TX 78210 741339051 501 C 3 9000 VISUALLY IMPAIRED ST JUDE'S RANCH FOR CHILDREN-BULVERDE 1400 RIDGE CREEK LANE BULVERDE TX 78163 742270086 501 C 3 25000 TEACHER SPECIALISTS ST JUDE'S RANCH FOR CHILDREN-NEW BRAUNFELS PO BOX 311682 NEW BRAUNFELS TX 78131 742469139 501 C 3 41829 TEACHER SPECIALISTS THE GABRIEL PROJECT 386 N CASTELL NEW BRAUNFELS TX 78130 746003684 501 C 3 12000 WOMEN IN CRISIS YMCA OF GREATER SAN ANTONIO 3233 N ST MARYS SAN ANTONIO TX 78212 741109634 501 C 3 7500 CHRISTIAN PRINCIPLES YOUNG LIFE 308 ACORN NEW BRAUNFELS TX 78130 840385934 501 C 3 17939 YOUTH LEADERSHIP CRISIS CENTER OF COMAL COUNTY PO BOX 310344 NEW BRAUNFELS TX 78130 742440649 501 C 3 32000 VICTIM ADVOCACY MCKENNA SERVICES 801 W SAN ANTONIO NEW BRAUNFELS TX 78130 742694231 501 C 3 1117804 COMMUNITY OUTREACH 32 0 DESCRIPTION OF ORGANIZATION'S PROCEDURES FOR MONITORING THE USE OF GRANTS SCHEDULE I, PART I, LINE 2 MCKENNA MAINTAINS RECORDS PERTAINING TO ALL GRANTS, AND MORE INFORMATION RELATED TO OUR PROCEDURES CAN BE FOUND ON OUR WEBSITE. false false false false false false false false false TIM BRIERTY 0 303144 0 0 0 64896 0 16500 0 15626 0 400166 ALLEN STRICKLAND 0 195725 0 0 0 7939 0 11743 0 14028 0 229435 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 INDEBTNESS 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 11A THE ORGANIZATION ENGAGES AN OUTSIDE ACCOUNTING FIRM TO PREPARE FORM 990. ONCE PREPARED, A DRAFT OF THE FORM 990 IS PRESENTED TO THE MCKENNA SYSTEM BOARD AT THE ANNUAL BOARD MEETING 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 TRANSFER FROM AFFILIATES $5,406,984 UNREALIZED GAINS & LOSSES $4,070,648 ----------- $9,477,632 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 OBTAINS A MARKET SALARY SURVEY FROM AN INDEPENDENT THIRD PARTY. THE MOST RECENT COMPENSATION REVIEW WAS PERFORMED BY RODEGHERO CONSULTING GROUP, INC IN APRIL 2010. THE MCKENNA SYSTEM BOARD DISCUSSES AND APPROVES COMPENSATION FOR THE CEO AND CFO. AVERAGE HOURS WORKED FOR RELATED ORGANIZATIONS FORM 990, PART VII AVG HOURS WORKED FOR RELATED ORG ALLEN STRICKLAND 27 TIM BRIERTY 23 OTHER OFFICERS AND DIRECTORS LISTED IN PART VII MAY DEVOTE AN AVERAGE OF 1 TO 2 HOURS PER WEEK TO RELATED ORGANIZATIONS. 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