WACO FAMILY PRACTICE FOUNDATION: Form 990, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
WACO FAMILY PRACTICE FOUNDATION (EIN 74-2446071)
Tax period
2010-01-01 to 2010-12-31
Filed
2011-11-14
IRS object ID
201143189349302709
Schema version
2010v3.4
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

FieldValueIRS element (for citing)
Timestamp2011-11-14T10:10:39-06:00Timestamp
Tax Period End Date2010-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1JAYNES REITMEIER BOYD & THERRELL PCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line15400 BOSQUE BLVD STE 500AddressLine1
CityWACOCity
StateTXState
ZIP Code767104459ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2010-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN742446071EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1WACO FAMILY PRACTICE FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlWACONameControl
Phone2547508200Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line11600 PROVIDENCE DRAddressLine1
CityWACOCity
StateTXState
ZIP Code767072261ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameALLEN PATTERSONName
TitleSECRETARY/TREASURERTitle
Phone2547508200Phone
Date Signed2011-11-10DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameNANCY A TOUPSName
Phone2547764190Phone
Date Prepared2011-11-10DatePrepared
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-03-07 17:11:31ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonROLAND GOERTZNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line11600 PROVIDENCE DRAddressLine1
CityWACOCity
StateTXState
ZIP Code767072261ZIPCode
FieldValueIRS element (for citing)
Gross Receipts2181362GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteN/AWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1986YearFormation
State Legal DomicileTXStateLegalDomicile
Activity Or Mission DescriptionPROMOTE 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 Body14NbrVotingMembersGoverningBody
Nbr Independent Voting Members14NbrIndependentVotingMembers
Total Nbr Employees1TotalNbrEmployees
Total Nbr Volunteers0TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year888092ContributionsGrantsPriorYear
Contributions Grants Current Year321105ContributionsGrantsCurrentYear
Program Service Revenue Prior Year0ProgramServiceRevenuePriorYear
Program Service Revenue CY0ProgramServiceRevenueCY
Investment Income Prior Year-2451InvestmentIncomePriorYear
Investment Income Current Year99857InvestmentIncomeCurrentYear
Other Revenue Prior Year167458OtherRevenuePriorYear
Other Revenue Current Year410767OtherRevenueCurrentYear
Total Revenue Prior Year1053099TotalRevenuePriorYear
Total Revenue Current Year831729TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year0GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY0GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year204949SalariesEtcPriorYear
Salaries Etc Current Year120394SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year59902OtherExpensePriorYear
Other Expenses Current Year39727OtherExpensesCurrentYear
Total Expenses Prior Year264851TotalExpensesPriorYear
Total Expenses Current Year160121TotalExpensesCurrentYear
Revenues Less Expenses Prior Year788248RevenuesLessExpensesPriorYear
Revenues Less Expenses CY671608RevenuesLessExpensesCY
Total Assets BOY14692184TotalAssetsBOY
Total Assets EOY14493926TotalAssetsEOY
Total Liabilities BOY4368123TotalLiabilitiesBOY
Total Liabilities EOY3498257TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY10324061NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY10995669NetAssetsOrFundBalancesEOY
Mission DescriptionSUPPORT 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 Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense160121Expense
Revenue409496Revenue
DescriptionALL 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 Expense160121TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments1TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities0ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities0ReportOtherLiabilities
Report Fin48 Footnote0ReportFin48Footnote
Independent Audit Financial Stmt0IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities1FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations0GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transaction Related Entity0TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With10968NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Number Of Employees1NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members14NbrVotingGoverningBodyMembers
Number Independent Voting Members14NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other1CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1ALLEN PATTERSONBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number2547508202TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line11600 PROVIDENCE DRIVEAddressLine1
CityWACOCity
StateTXState
ZIP Code767072261ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (15 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationKey EmployeeKeyEmployeeHighest Compensated EmployeeHighestCompensatedEmployee
ROLAND A GOERTZ MD
PRESIDENT/CEO/DIRECTOR1.00XX05267876000
ALLEN E PATTERSON
SEC/TREAS/DIRECTOR1.00XX02089476000
MIKE BEARD
DIRECTOR1.00X000
WILLIAM NESBITT
BOARD CHAIR/DIRECTOR1.00XX000
DAVID LACY
DIRECTOR1.00X000
DONNA MILLER DDS
DIRECTOR1.00X000
GLENN ROBINSON
DIRECTOR1.00X000
DR JAMES GRAHAM
DIRECTOR1.00X000
DR ROBERT GRAYSON
DIRECTOR1.00X000
JUDGE CULLEN HARRIS
DIRECTOR1.00X000
JOHNETTE MCKOWN
DIRECTOR1.00X000
KENT KEAHEY
DIRECTOR1.00X000
MASON YARBROUGH
DIRECTOR1.00X000
WILLAM CLIFTON
FINANCE COMM CHAIR/DIRECTO1.00XX000
J CLEMENT MILAM
DEVELOPMENT DIRECTOR40.0010011706000XX
FieldValueIRS element (for citing)
Total Reportable Comp From Org100117TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs735734TotalReportableCompFrmRltdOrgs
Total Other Compensation18000TotalOtherCompensation
Number Individuals GT100 K1NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K
Fundraising Events55000FundraisingEvents
All Other Contributions266105AllOtherContributions
Total Contributions321105TotalContributions

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column99857TotalRevenueColumn
Exclusion$99,857ExclusionAmount

Gross Rents GrossRents

FieldValueIRS element (for citing)
Real1149318Real
Personal566082Personal

Less Rental Expenses LessRentalExpenses

FieldValueIRS element (for citing)
Real863212Real
Personal442692Personal

Rental Income Or Loss RentalIncomeOrLoss

FieldValueIRS element (for citing)
Real286106Real
Personal123390Personal

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column409496TotalRevenueColumn
Related Or Exempt Function Income409496RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Gross Income Fundraising Events45000GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events55000CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses43729FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column1271TotalRevenueColumn
Exclusion$1,271ExclusionAmount

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column831729TotalRevenueColumn
Related Or Exempt Function Income409496RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$101,128ExclusionAmount

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total100117Total
Program Services100117ProgramServices

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total4541Total
Program Services4541ProgramServices

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total7990Total
Program Services7990ProgramServices

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total7746Total
Program Services7746ProgramServices

Advertising Advertising

FieldValueIRS element (for citing)
Total15195Total
Program Services15195ProgramServices

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total14766Total
Program Services14766ProgramServices

Travel Travel

FieldValueIRS element (for citing)
Total4702Total
Program Services4702ProgramServices

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total5064Total
Program Services5064ProgramServices

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total160121Total
Program Services160121ProgramServices
Management And General0ManagementAndGeneral
Fundraising0Fundraising

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY1600140BOY
EOY1888946EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY250666BOY
EOY31087EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis21146366LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec9545486LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY11963158BOY
EOY11600880EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY678560BOY
EOY763978EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY199660BOY
EOY209035EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY14692184BOY
EOY14493926EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY847633BOY
EOY237326EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

FieldValueIRS element (for citing)
BOY3520490BOY
EOY3260931EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY4368123BOY
EOY3498257EOY
FieldValueIRS element (for citing)
Do Not Follow SFAS117XDoNotFollowSFAS117

Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund

FieldValueIRS element (for citing)
BOY6826634BOY
EOY7341733EOY

Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc

FieldValueIRS element (for citing)
BOY3497427BOY
EOY3653936EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY10324061BOY
EOY10995669EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY14692184BOY
EOY14493926EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses671608ReconcilationRevenueExpenses
Reconcilation Other Changes0ReconcilationOtherChanges
Info In Schedule O Part XIIXInfoInScheduleOPartXII
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement SeparateXFinancialStatementSeparate
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3XSupportingOrganization509a3
Supporting Org509a3 Type1XSupportingOrg509a3Type1
Certification CheckboxXCertificationCheckbox
Written IRS DeterminationXWrittenIRSDetermination
Contrib By Controlling Individual0ContribByControllingIndividual
Contribution By Related Party0ContributionByRelatedParty
Contrib By35 Controlled Entity0ContribBy35ControlledEntity

Supported Org Information SupportedOrgInformation (2 entries)

EINEINType Of OrganizationTypeOfOrganizationListed In Governing DocListedInGoverningDocSupported Organization NotifiedSupportedOrganizationNotifiedOrganized In USOrganizedInUSAmountAmount
MCLENNAN COUNTY MEDICAL EDUCATION AND RESEARCH FOUNDATION
7418734534111$0
HEART OF TEXAS COMMUNITY HEALTH CENTER INC
7428675809111$0
FieldValueIRS element (for citing)
Total Number Of Supported Orgs2TotalNumberOfSupportedOrgs
Sum Of Amounts0SumOfAmounts

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule D IRS990ScheduleD

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance3497427BeginningOfYearBalance
Contributions188220Contributions
Investment Earnings Or Losses62201InvestmentEarningsOrLosses
Administrative Expenses93912AdministrativeExpenses
End Of Year Balance3653936EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance2057873BeginningOfYearBalance
Contributions888092Contributions
Investment Earnings Or Losses641462InvestmentEarningsOrLosses
Administrative Expenses-90000AdministrativeExpenses
End Of Year Balance3497427EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance2137928BeginningOfYearBalance
Contributions182849Contributions
Investment Earnings Or Losses-171923InvestmentEarningsOrLosses
Administrative Expenses90981AdministrativeExpenses
End Of Year Balance2057873EndOfYearBalance
FieldValueIRS element (for citing)
Board Designated EOY Balance0.99900BoardDesignatedEOYBalance
Permanent Endowment EOY Balance0.00100PermanentEndowmentEOYBalance
Endowments Held By Unrelated Orgs1EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs0EndowmentsHeldByRelatedOrgs

Land Land

FieldValueIRS element (for citing)
Other Cost Or Other Basis355694OtherCostOrOtherBasis
Book Value355694BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis5266954OtherCostOrOtherBasis
Depreciation892858Depreciation
Book Value4374096BookValue

Leasehold Improvements LeaseholdImprovements

FieldValueIRS element (for citing)
Other Cost Or Other Basis7810614OtherCostOrOtherBasis
Depreciation2813055Depreciation
Book Value4997559BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis7713104OtherCostOrOtherBasis
Depreciation5839573Depreciation
Book Value1873531BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings11600880TotalOfBookValueLandBuildings
Total Revenue831729TotalRevenue
Total Expenses160121TotalExpenses
Excess Or Deficit For Year671608ExcessOrDeficitForYear
Other$149,404OtherAmount
Total Adjustments149404TotalAdjustments
Excess Or Deficit Per FS821012ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt2386282TotRevenueEtcAuditedFinclStmt
Other Revenues1554553OtherRevenues
Revenue Not Rptd F9901554553RevenueNotRptdF990
Revenue Subtotal831729RevenueSubtotal
Revenue Not Rptd On Fin Stmt0RevenueNotRptdOnFinStmt
Total Revenue Per Form990831729TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt1565270TotExpensesEtcAuditedFinclStmt
Other Expenses Included1405149OtherExpensesIncluded
Expenses Not Rptd F9901405149ExpensesNotRptdF990
Expenses Subtotal160121ExpensesSubtotal
Expenses Not Rptd On Fin Stmt0ExpensesNotRptdOnFinStmt
Total Expenses Per Form990160121TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)

IdentifierIdentifierExplanationExplanation
PART XII, LINE 2D - OTHER ADJUSTMENTS:RENTAL EXPENSES NETTED WITH REVENUES ON TAX RETURN 1,305,904. FUNDRAISING EXPENSES NETTED WITH REVENUES ON TAX RETURN 43,729. FISCAL YEAR OF 9/30 ON AUDIT VS. CALENDER YEAR 12/31 ON FORM 990(TIMING) 204,920.
PART XIII, LINE 2D - OTHER ADJUSTMENTS:RENTAL EXPENSES NETTED WITH REVENUES ON TAX RETURN 1,305,904. FUNDRAISING EXPENSES NETTED WITH REVENUES ON TAX RETURN 43,729. FISCAL YEAR OF 9/30 ON AUDIT VS. CALENDER YEAR 12/31 ON FORM 990(TIMING) 55,516.
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.
PART XI, LINE 8, OTHER ADJUSTMENTS: FISCAL YEAR OF SEPTEMBER 30TH FOR AUDITED FINANCIALS VERSES DECEMBER 31 FOR TAX PURPOSES ON FORM 990 - TIMING DIFFERENCE OF $149,404.

Schedule G IRS990ScheduleG

Events Information EventsInformation

FieldValueIRS element (for citing)
Name Of Event1GALANameOfEvent1
Gross Receipts Event1100000GrossReceiptsEvent1
Charitable Contributions Event155000CharitableContributionsEvent1
Gross Revenue Event145000GrossRevenueEvent1
Food And Beverage Event115729FoodAndBeverageEvent1
Entertainment Event125000EntertainmentEvent1
Other Direct Expenses Event13000OtherDirectExpensesEvent1
Gross Receipts Total100000GrossReceiptsTotal
Charitable Contributions Total55000CharitableContributionsTotal
Gross Revenue Total Events45000GrossRevenueTotalEvents
Food And Beverage Total Events15729FoodAndBeverageTotalEvents
Entertainment Total Events25000EntertainmentTotalEvents
Other Direct Expenses Total Events3000OtherDirectExpensesTotalEvents
Direct Expense Summary Events43729DirectExpenseSummaryEvents
Net Income Summary1271NetIncomeSummary

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance Payment0SeverancePayment
Supplemental Nonqual Retire Plan0SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org1CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs1CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org0CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs0CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments0AnyNonFixedPayments
Initial Contract Exception0InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (3 entries)

Base Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
ROLAND A GOERTZ MD
052678700000006000053278700
ALLEN E PATTERSON
020894700000006000021494700
J CLEMENT MILAM

Form990 Schedule J Part III Form990ScheduleJPartIII

FieldValueIRS element (for citing)
Return ReferencePART I, LINE 5ReturnReference
ExplanationDEVELOPMENT DIRECTOR J.M. CLEMENT MILAM GETS PAID BONUS COMPENSATION BASED UPON BRACKETED AMOUNTS OF UNRESTRICTED CONTRIBUTIONS HE PERSONALLY SERVICES.Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (5 entries)

IdentifierIdentifierExplanationExplanationReturn ReferenceReturnReference
FORM 990, PART VI, SECTION B, LINE 11A COPY OF THE RETURN IS MAILED TO THE BOARD MEMBERS PRIOR TO FILING. THE RETURN IS PRESENTED FOR DISCUSSION AT THE NEXT BOARD MEETING.
BOARD MEMBERS ARE NOW QUERIED IN THE SUBJECT ANNUALLY.FORM 990, PART VI, SECTION B, LINE 12C
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 B, LINE 15
ALL ARE AVAILABLE & PROVIDED UPON REQUEST.FORM 990, PART VI, SECTION C, LINE 19
THE PROCESS HAS NOT CHANGED FROM THE PREVIOUS YEAR.PART XII LINE 2C

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionPublic Charity StatusPublicCharityStatusDirect Controlling Entity NADirectControllingEntityNAControlled OrgControlledOrg
MCLENNAN COUNTY MEDICAL EDUCATION & RESEARCH FOUNDATION
1600 PROVIDENCE DRIVEWACOTX76707741873453HEALTH CARE, EDUCATION & RESEARCHTX4501(C)(3)N/A0
HEART OF TEXAS COMMUNITY HEALTH CENTER
1600 PROVIDENCE DRIVEWACOTX76707742867580HEALTH CARE & EDUCATIONTX9501(C)(3)N/A0
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org0GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org0GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs1RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs0RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs0PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs0PerformOfServicesByOtherOrgs
Sharing Of Facilities0SharingOfFacilities
Sharing Of Paid Employees0SharingOfPaidEmployees
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org0OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable

Name Of Other Organization NameOfOtherOrganization

FieldValueIRS element (for citing)
Business Name Line1HEART OF TEXAS COMMUNITY HEALTH CENTERBusinessNameLine1
FieldValueIRS element (for citing)
Transaction TypeITransactionType
Amount Involved1715400AmountInvolved
Method Of Amt DeterminationACTUALMethodOfAmtDetermination

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