2023-11-02T16:59:09-05:00 2022-12-31 742533381 JAYNES REITMEIER BOYD & THERRELL PC 5400 BOSQUE BLVD STE 600 WACO TX 767104459 990 2022-01-01 741873453 MCLENNAN COUNTY MEDICAL EDUCATION AND RESEARCH FOUNDATION MCLE 2543134200 1600 PROVIDENCE DR WACO TX 767072261 ANNETTE BALLEW CHIEF FINANCIAL OFFICER 2543134200 2023-10-31 1 ANNETTE BALLEW 999009999 0 NANCY A LIVINGSTON P00044678 2547764190 2023-10-31 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z WACO FAMILY MEDICINE D MIKE HARDIN JR 1600 PROVIDENCE DR WACO TX 767072261 3446202 0 X N/A X 1976 TX PROMOTE AND/OR PROVIDE PRIMARY HEALTH EDUCATION AND PRIMARY HEALTH CARE PROGRAMS,INCLUDING RESEARCH FOR THE VULNERABLE. 15 15 3 83 0 0 3488047 3446158 0 0 16230 44 0 0 3504277 3446202 0 0 0 0 150570 128089 0 0 0 3470936 3274081 3621506 3402170 -117229 44032 2333884 3581978 2324777 3528839 9107 53139 PROMOTE AND/OR PROVIDE PRIMARY HEALTH CARE EDUCATION PROGRAMS, INCLUDING RESEARCH AND PRIMARY HEALTH CARE PROGRAMS FOR THE VULNERABLE OF MCLENNAN COUNTY, TEXAS. 0 0 3229076 RESIDENCY TRAINING ORGANIZATION PROVIDES POST DOCTORATE MEDICAL EDUCATION TO PHYSICIANS SPECIALIZING IN FAMILY MEDICINE. SIMULTANEOUSLY PROVIDES PATIENT CARE & MEDICAL EDUCATION THROUGH A SUBCONTRACT WITH HEART OF TEXAS COMMUNITY HEALTH CENTER, INC (74-2867580) 161294 TEXAS AHEC EAST: THIS ORGANIZATION PROMOTES HEALTH ACCESS & CAREERS AMONG PEOPLE IN AN 18-COUNTY REGION OF CENTRAL TEXAS. 3390370 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 1 0 0 0 1 0 0 1 3 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 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 JACKSON GRIGGS MD CHAIR/CEO/VP 1.00 X X 0 480167 7750 D MIKE HARDINJR MD PRESIDENT/CCO 1.00 X X 0 233542 7750 ALEXANDRA MITCHELLMD DIRECTOR-CHIEF RESIDENT 1/22-6/22 1.00 X 0 90810 7950 RYAN TRANTHAM MD DIRECTOR-CHIEF RESIDENT 1/22-6/22 1.00 X 0 98772 6400 OLUWAROTIMI ADESINA MD DIRECTOR 1.00 X 0 0 0 LAUREN G BARRON MD DIRECTOR 1.00 X 0 0 0 SCOTT BLATTMAN MD DIRECTOR 1.00 X 0 0 0 RUSTY BUCK DO DIRECTOR 1.00 X 0 0 0 STEPHEN MCCALL MD DIRECTOR 1.00 X 0 0 0 WILLIAM MCCUNNIFF MD DIRECTOR 1.00 X 0 0 0 CLINT MCHENRYDO DIRECTOR 1.00 X 0 0 0 DAVID MYERS MD DIRECTOR 1.00 X 0 0 0 ANDREW POPEJOY MD DIRECTOR 1.00 X 0 0 0 CLAY SAWYER MD DIRECTOR 1.00 X 0 0 0 JOSHUA WARREN MD DIRECTOR 1.00 X 0 0 0 ADAM YLITALO DO DIRECTOR 1.00 X 0 0 0 AMANDA WEAVERMD DIRECTOR-CHIEF RESIDENT 7/22-12/22 1.00 X 0 65906 7100 MICHAEL BOONEDO DIRECTOR-CHIEF RESIDENT 7/22-12/22 1.00 X 0 57129 13500 ANNETTE BALLEW SECRETARY/TREASURER/EXEC VP 1.00 X 0 179668 7700 RYAN LASCHOBER MD INTERIM RESIDENCY PROGRAM DIRECTOR 1.00 X 0 270041 7750 0 1476035 65900 0 0 1 0 0 99789 507026 2839343 7502 3446158 44 44 3446202 0 0 44 76516 61213 15303 29903 23922 5981 1980 1584 396 12069 9655 2414 7621 6097 1524 83 83 343 343 21494 17195 4299 10913 8730 2183 4965 3972 993 14729 11783 2946 112 90 22 SERVICE CONTRACT 3229076 3229076 MISCELLANEOUS 21316 17053 4263 MANAGEMENT AGREEMENT -28950 -28950 3402170 3390370 11800 0 1519330 2908645 814554 673333 281973 281973 0 0 2333884 3581978 2116681 3473775 208096 55064 2324777 3528839 X 9107 53139 0 0 0 0 9107 53139 2333884 3581978 44032 0 X X 0 1 X 1 0 X BAYLOR SCOTT & WHITE MEDICAL CENTER - HILLCREST WACO TX ASCENSION PROVIDENCE HEALTHCARE NETWORK WACO TX RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 281973 281973 0 0 X 3410154 0 3410154 36048 36048 3446202 3406678 4508 4508 3402170 0 3402170 PART X, LINE 2: FEDERAL AND STATE TAXES THE INSTITUTE HAS BEEN RECOGNIZED AS EXEMPT FROM INCOME TAXES UNDER SECTION 501 OF THE INTERNAL REVENUE CODE AND A SIMILAR PROVISION OF STATE LAW. HOWEVER, THE INSTITUTE IS SUBJECT TO FEDERAL INCOME TAX ON ANY UNRELATED BUSINESS TAXABLE INCOME THE INSTITUTE FILES TAX RETURNS IN THE U.S. FEDERAL JURISDICTION. PART XI, LINE 4B - OTHER ADJUSTMENTS: FISCAL YEAR OF 9/30 ON AUDIT VS CALENDAR YEAR 12/31 ON FORM 990(TIMING DIFF) 36,048. PART XII, LINE 2D - OTHER ADJUSTMENTS: FISCAL YEAR OF 9/30 ON AUDIT VS CALENDAR YEAR 12/31 ON FORM 990(TIMING DIF) 4,508. X 0 0 0 0 0 0 0 0 0 JACKSON GRIGGS MD CHAIR/CEO/VP 0 480167 0 0 0 0 0 0 0 7750 0 487917 0 0 RYAN LASCHOBER MD INTERIM RESIDENCY PROGRAM DIRECTOR 0 265041 0 5000 0 0 0 0 0 7750 0 277791 0 0 D MIKE HARDINJR MD PRESIDENT/CCO 0 231042 0 2500 0 0 0 0 0 7750 0 241292 0 0 ANNETTE BALLEW SECRETARY/TREASURER/EXEC VP 0 179668 0 0 0 0 0 0 0 7700 0 187368 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 INLCUDED IN PART IV OF SCHEDULE L. BECAUSE THE QUESTION ON PAGE 4, LINE 28C DOES NOT INDICATE THE EXCEPTION,THE ORGANIZATION HAS ANSWERED "YES" TO LINE 28C. 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 NO DIRECTORS OR OFFICERS ARE ALLOWED TO BE PAID EMPLOYEES OF THE TAXPAYER. INSTEAD, ALL DIRECTORS & OFFICERS OF TAXPAYER ARE VOLUNTEERS. FORM 990, PART VI, SECTION B, LINE 15 DIRECTORS & OFFICERS ARE NOT PAID FOR SERVICES TO TAXPAYER. INSTEAD, THEY VOLUNTEER THEIR TIME & EXPERTISE. NON-OFFICER KEY EMPLOYEES' COMPENSATION IS DETERMINED BY THE TAXPAYER'S OFFICERS & APPROVED BY THE BOARD AS A PART OF THE BUDGETING PROCESS. 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. 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. HEART OF TEXAS COMMUNITY HEALTH CENTER 1600 PROVIDENCE DR WACO TX 76707 742867580 HEALTHCARE TO VULNERABLE TX 501(C)(3) 7 N/A 0 WACO FAMILY PRACTICE FOUNDATION 1600 PROVIDENCE DR WACO TX 76707 742446071 SUPPORT 501(C)(3)S TX 501(C)(3) 11-TYPE 1 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 HEART OF TEXAS COMMUNITY HEALTH CENTER M 3200126 ACTUAL PART II & PART V, LINE 1(M) $3,200,126 COMPENSATION FROM HEART OF TEXAS COMMUNITY HEALTH CENTER (HOTCHC) AND WACO FAMILY PRACTICE FOUNDATION (WFPF) IS FILED PROPERLY WITH MCLENNAN COUNTY MEDICAL EDUCATION & RESEARCH FOUNDATION (MCMERF) THROUGH AGREED-UPON ARRANGEMENTS.