2019-11-14T16:22:51-06:00 2018-12-31 742533381 JAYNES REITMEIER BOYD & THERRELL PC 5400 BOSQUE BLVD STE 600 WACO TX 767104459 990 2018-01-01 742867580 HEART OF TEXAS COMMUNITY HEALTH CENTER INC HEAR 2543134200 1600 PROVIDENCE DRIVE WACO TX 767072261 ANNETTE BALLEW CFO 2543134200 2019-11-12 1 NANCY A LIVINGSTON P00044678 2547764190 2019-11-12 68.93.159.109 2019-11-12 11:40:53 CS P 07626AF53FD51A70B15D58DF3C369F3369A29736 29732C4E7C786267A744EE48EC26CCAA0603A017 2018 2020-04-17 16:48:07Z FAMILY HEALTH (FORMERLY PRACTICE) CENTER JACKSON GRIGGS 1600 PROVIDENCE DRIVE WACO TX 767072261 58648651 0 X N/A X 1998 TX INCREASE ACCESS TO, AND REDUCE DISPARITIES IN, PRIMARY HEALTH CARE SERVICES FOR THE VULNERABLE OF MCLENNAN COUNTY, TEXAS. 11 11 591 0 0 0 39200318 44595973 12282672 13946935 64969 105743 0 0 51547959 58648651 0 0 0 0 36740692 42654577 0 0 0 15250622 15763460 51991314 58418037 -443355 230614 25370327 27130666 3564838 5094563 21805489 22036103 INCREASE ACCESS TO, AND REDUCE THE DISPARITIES IN THE PROVISION OF, PRIMARY HEALTH CARE SERVICES FOR THE VULNERABLE OF MCLENNAN COUNTY, TEXAS. 0 0 40049904 10177568 MEDICAL CARE TO THE POOR OF MCLENNAN COUNTY, TEXAS THROUGH DIRECT BILLING OF GOVERNMENT PROGRAMS, PATIENTS' INSURANCE, AND THE PATIENTS THEMSELVES. 15574963 3769367 MEDICAL CARE TO THE POOR OF MCLENNAN COUNTY, TEXAS THROUGH A SUBCONTRACT WITH ANOTHER 501(C)(3) ORGANIZATION (MCLENNAN COUNTY MEDICAL EDUCATION AND RESEARCH FOUNDATION: 74-1873453) 55624867 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 1 119 0 1 591 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X ANNETTE BALLEW 2543134200 1600 PROVIDENCE DRIVE WACO TX 767072261 PATRICIA BURGESS DIRECTOR 1.00 X 0 0 0 MARTINA ESCALANTE DIRECTOR 1.00 X 0 0 0 MARY GONZALEZ SECOND VP 1.00 X X 0 0 0 IRENE BROWN DIRECTOR/QA LIASION/CPIC 1.00 X 0 0 0 ROANE LACY JR SECRETARY 1.00 X X 0 0 0 ROBERT GRAYSONMD PRESIDENT 1.00 X X 0 0 0 SHARON SHIELDS EDD DIRECTOR 1.00 X 0 0 0 DELIA ANZALDUA-RIVERA DIRECTOR 1.00 X 0 0 0 CARLTON WILLIS FIRST VP 1.00 X X 0 0 0 WILLIAM CLIFTON JR DIRECTOR 1.00 X 0 0 0 GEORGE JOHNSON DIRECTOR 1.00 X 0 0 0 ROLAND GOERTZ MD CEO 40.00 X 479643 0 7825 JOHN GILL MD CMIO 40.00 X 130776 0 7700 TOBY MATULA CIO 40.00 X 126969 0 7600 D MICHAEL HARDIN MD RESIDENCY PROGRAM DIRECTOR 40.00 X 195033 0 7825 KELLEY REYNOLDS MD CMO 40.00 X 258959 0 7825 CLIFTON MARTIN DDS CDO 40.00 X 218737 0 7600 DAVID HUNT COO 40.00 X 149001 0 7700 ANNETTE BALLEW MS CPA FACMPE CFO 40.00 X 157009 0 7700 CHRISTINE LEWIS DIRECTOR OF OPERATIONS/STA 40.00 X 114115 0 7400 TERRIAWKIA WOODS-CAMPBELL MD OB/GYN 40.00 X 273605 0 7825 KEVIN STEELE MD FAMILY PHYSICIAN 40.00 X 248637 0 7800 COURTNEY PARKER-HUDSONMD FAMILY PHYSICIAN 40.00 X 237381 0 7825 KIMBERLY MICUS MD OB/GYN 40.00 X 298555 0 7825 MARK BEAIRD MD OB/GYN 40.00 X 341077 0 7825 3229497 0 108275 78 0 1 0 J&M QUALITY CLEANING 3332 WINGATE WACO TX 76706 CLEANING 271369 1 7021271 37574702 44595973 MEDICAL CARE TO POOR-A 900099 10177568 10177568 MEDICAL CARE TO POOR-B 900099 3769367 3769367 13946935 105743 105743 58648651 13946935 0 105743 1830243 1098146 732097 31869743 30913651 956092 3372896 3339132 33764 3357843 3189024 168819 2223852 2122561 101291 33298 33298 82854 82854 1086562 869249 217313 295805 266225 29580 453156 407840 45316 4439348 4217381 221967 525255 472729 52526 481644 481644 124007 40000 84007 CLINICAL SUPPLIES 4781730 4781730 PHARMACEUTICALS 3117329 3117329 MISCELLANEOUS 211243 190120 21123 RECRUITING 131229 118106 13123 58418037 55624867 2793170 0 10940 11039 10944781 12645471 6272702 7167101 937565 596012 423122 419849 222155 175903 10726607 4611316 6559062 6115291 25370327 27130666 2342346 3396578 1222492 1697985 3564838 5094563 X 21805489 22036103 0 0 0 0 21805489 22036103 25370327 27130666 230614 0 X X 0 1 X 1 1 1 X 29758843 35962988 38203404 39200318 44595973 187721526 29758843 35962988 38203404 39200318 44595973 187721526 187721526 132823 125685 86259 64969 105743 515479 188237005 59597725 0.99730 0.99670 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 228680 228680 1742964 647683 1095281 5127474 1244571 3882903 3627489 2719062 908427 6115291 X 59076768 428117 428117 58648651 0 58648651 55954996 0 55954996 2463041 2463041 58418037 PART X, LINE 2: FEDERAL AND STATE TAXES THE INTERNAL REVENUE SERVICE HAS RULED THAT THE CENTER QUALIFIES AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND, ACCORDINGLY, IS GENERALLY EXEMPT FROM FEDERAL INCOME TAXES. ADDITIONALLY, THE CENTER HAS BEEN GRANTED EXEMPTION FROM STATE INCOME AND SALES TAXES BY THE STATE OF TEXAS COMPTROLLER'S OFFICE. THE CENTER RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS (INCLUDING WHETHER EXEMPT INCOME MIGHT BE DETERMINED TO BE UNRELATED BUSINESS INCOME AND WHETHER IT HAS PROPERLY MAINTAINED ITS EXEMPT STATUS) IF SUCH POSITIONS ARE PROBABLE OF BEING SUSTAINED (I.E., PROBABLE THAT ADJUSTMENTS WOULD NOT BE DETECTED AND MADE BY TAXING AUTHORITIES). RECOGNIZED INCOME TAX PROVISIONS ARE MEASURED AT THE LARGEST AMOUNT THAT IS GREATER THAN 50% OF BEING REALIZED. CHANGES IN THE RECOGNITION OR MEASUREMENT ARE REFLECTED IN THE PERIOD IN WHICH THE CHANGE IN JUDGMENT OCCURS. THE CENTER RECORDS INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS IN MANAGEMENT AND GENERAL EXPENSES. PART XI, LINE 2D - OTHER ADJUSTMENTS: FISCAL YEAR OF 9/30 ON AUDIT VS. CALENDAR YEAR 12/31 ON FORM 990(TIMING) 428,117. PART XII, LINE 4B - OTHER ADJUSTMENTS: FISCAL YEAR OF 9/30 ON AUDIT VS CALENDAR YEAR 12/31 ON FORM 990 (TIMING) 2,463,041. X X X 0 0 0 0 0 0 0 0 0 ROLAND GOERTZ MD CEO 479643 0 0 0 0 0 0 0 7825 0 487468 0 0 0 D MICHAEL HARDIN MD RESIDENCY PROGRAM DIRECTOR 190033 0 5000 0 0 0 0 0 7825 0 202858 0 0 0 KELLEY REYNOLDS MD CMO 250418 0 8541 0 0 0 0 0 7825 0 266784 0 0 0 CLIFTON MARTIN DDS CDO 159224 0 59513 0 0 0 0 0 7600 0 226337 0 0 0 DAVID HUNT COO 149001 0 0 0 0 0 0 0 7700 0 156701 0 0 0 ANNETTE BALLEW MS CPA FACMPE CFO 157009 0 0 0 0 0 0 0 7700 0 164709 0 0 0 TERRIAWKIA WOODS-CAMPBELL MD OB/GYN 268605 0 5000 0 0 0 0 0 7825 0 281430 0 0 0 KEVIN STEELE MD FAMILY PHYSICIAN 214252 0 34385 0 0 0 0 0 7800 0 256437 0 0 0 COURTNEY PARKER-HUDSONMD FAMILY PHYSICIAN 232381 0 5000 0 0 0 0 0 7825 0 245206 0 0 0 KIMBERLY MICUS MD OB/GYN 293555 0 5000 0 0 0 0 0 7825 0 306380 0 0 0 MARK BEAIRD MD OB/GYN 336077 0 5000 0 0 0 0 0 7825 0 348902 0 0 0 SEE SUPPLEMENTAL INFORMATION 0 FORM 990, PAGE 4, LINE 28C THE ORGANIZATION WAS A PARTY TO A BUSINESS TRANSACTION WITH ANOTHER CHARITABLE ORGANIZATION OF WHICH SOME OF THE CURRENT OFFICERS OR DIRECTORS ARE ALSO OFFICERS OR DIRECTORS. ACCORDING TO THE IRS INSTRUCTIONS FOR SCHEDULE L, TAX-EXEMPT ORGANIZATIONS ARE NOT INCLUDED IN THE DEFINITION OF INTERESTED PARTIES FOR WHICH DISCLOSURE OF TRANSACTIONS MUST BE MADE; THEREFORE, THE TRANSACTIONS ARE NOT INCLUDED IN PART IV OF SCHEDULE L. BECAUSE THE QUESTION ON PAGE 4, LINE 28C DOES NOT INDICATE THE EXCEPTION,THE ORGANIZATION HAS ANSWERED "YES" TO LINE 28C. FORM 990, PART VI, SECTION B, LINE 11B IF TIME PERMITS BEFORE THE DUE DATE OF THE RETURN, A COPY IS MAILED TO BOARD MEMBERS PRIOR TO FILING AND AN OPPORTUNITY TO DISCUSS IS PRESENTED AT THE NEXT BOARD MEETING. OTHERWISE, THE BOARD IS PROVIDED THE 990 AND AN OPPORTUNITY FOR QUESTIONS FOLLOWING THE FILING. THE BOARD IS GIVEN THE PUBLIC DISCLOSURE COPY IN ORDER TO PROTECT DONOR ANONYMINITY; HOWEVER, IF A BOARD MEMBER REQUESTS THE COPY WITHOUT DONOR INFORMATION REDACTED, THE COPY IS PROVIDED TO THEM. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY AT BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION IS DETERMINED BY THE BOARD ANNUALLY FOR THE EXECUTIVE DIRECTOR(CEO) AND BY THE EXECUTIVE DIRECTOR ANNUALLY FOR OTHER KEY EMPLOYEES. SALARIES ARE SET BASED ON INDUSTRY STANDARDS. THE DECISIONS REGARDING SALARIES ARE RECORDED IN THE BOARD MINUTES AND IN EMPLOYEE RECORDS AS PART OF THEIR PERFORMANCE REVIEW PROCESS. ALSO, THE DETERMINATION OF SALARIES IS AN INHERENT ASPECT OF THE ANNUAL BUDGETING PROCESS. FORM 990, PART VI, SECTION C, LINE 19 ALL ARE AVAILABLE AND PROVIDED UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEARS. MCLENNAN COUNTY MEDICAL EDUCATION & RESEARCH FOUNDATION 1600 PROVIDENCE DRIVE WACO TX 76707 741873453 MEDICAL EDUCATION & RESEARCH TX 501(C)(3) 4 N/A 0 WACO FAMILY PRACTICE FOUNDATION 1600 PROVIDENCE DRIVE WACO TX 76707 742446071 SUPPORT 501(C)(3)S TX 501(C)(3) 11-TYPE I N/A 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 MCLENNAN COUNTY MEDICAL EDUCATION AND RESEARCH FOUNDATION L 3665273 ACTUAL WACO FAMILY PRACTICE FOUNDATION K 1967734 ACTUAL WACO FAMILY PRACTICE FOUNDATION L 184350 ACTUAL MCLENNAN COUNTY MEDICAL EDUCATION AND RESEARCH FOUNDATION L 28950 ACTUAL PART II & PART V, LINE 1(L) COMPENSATION IS FILED PROPERLY WITH MCLENNAN COUNTY MEDICAL EDUCATION & RESEARCH FOUNDATION(MCMERF) THROUGH AN AGREED-UPON ARRANGEMENT. PART II & PART V, LINE 1(K) PERSONAL AND REAL PROPERTY LEASES WITH WACO FAMILY PRACTICE FOUNDATION (WFPF) ARE USED EXCLUSIVELY FOR THE EXEMPT PURPOSE RELATED TO PROVIDING HEALTHCARE. PART II & PART V, LINE 1(L) COMPENSATION FOR SERVICES RENDERED IS RECEIVED FROM MCLENNAN COUNTY MEDICAL EDUCATION FOUNDATION (MCMERF) AND WACO FAMILY PRACTICE FOUNDATION (WFPF)ACCORDING TO THE MANAGEMENT SERVICES AGREEMENT BETWEEN HEART OF TEXAS COMMUNITY HEALTH CENTER AND MCMERF AND WFPF. PART II & PART V, LINE 1(L) COMPENSATION FOR SERVICES RENDERED IS RECEIVED FROM MCLENNAN COUNTY MEDICAL EDUCATION FOUNDATION (MCMERF) AND WACO FAMILY PRACTICE FOUNDATION (WFPF)ACCORDING TO THE MANAGEMENT SERVICES AGREEMENT BETWEEN HEART OF TEXAS COMMUNITY HEALTH CENTER AND MCMERF AND WFPF.