2024-11-15T20:32:04+00:00 2023-12-31 440160260 Forvis Mazars LLP PO Box 3667 Little Rock AR 722033667 990 2023-01-01 741873453 MCLENNAN COUNTY MEDICAL EDUCATION AND RESEARCH FOUNDATION MCLE 2543134200 1600 PROVIDENCE DR WACO TX 767072261 CRAIG HARGENRADER CFO 2543134200 2024-11-16 true true Amber Sherrill P00748683 5013721040 2024-11-16 2023 2024-10-15 13:58:12Z CRAIG HARGENRADER 1600 PROVIDENCE DR WACO TX 767072261 4224904 false X N/A X 1976 TX PROMOTE AND/OR PROVIDE PRIMARY HEALTH EDUCATION AND PRIMARY HEALTH CARE PROGRAMS, INCLUDING RESEARCH FOR THE VULNERABLE. 17 17 3 85 0 0 3446158 3173835 1033644 44 693 16732 3446202 4224904 0 0 128089 4153266 0 0 3274081 74089 3402170 4227355 44032 -2451 3581978 2440525 3528839 2389837 53139 50688 PROMOTE AND/OR PROVIDE PRIMARY HEALTH CARE EDUCATION PROGRAMS, INCLUDING RESEARCH AND PRIMARY HEALTH CARE PROGRAMS FOR THE VULNERABLE OF MCLENNAN COUNTY, TEXAS. false false 4212704 0 1033644 THE ENTITY SERVES AS CREDENTIALED ENTITY FOR THE RESIDENCY PROGRAM AND AS A CONTRACTING AGENCY FOR FUNDING OPPORTUNITIES. 4212704 true true false false false false false false false true false false true true false false false false false false false false false false false false false false true false false false false false false false false false false false false false true true true false false true 0 0 3 true false false false false false false false false false false false false X 17 17 false false false false false false false true true false false false false true true true true false X CRAIG HARGENRADER 2543134200 1600 PROVIDENCE DRIVE WACO TX 76707 ANNETTE BALLEW Chief Financial Officer 20.0 21.0 X X 187878 0 11347 DONALD HARDIN JR Chief Clinical Officer 20.0 20.0 X X 227612 0 17200 JACKSON GRIGGS MD Chief Executive Officer 20.0 21.0 X X 507321 0 23060 ADAM FALCONE BOARD MEMBER 1.0 0 X 0 0 0 BILL MCCUNNIFF MD BOARD MEMBER 1.0 0 X 0 0 0 CAMERON COLLIER MD BOARD MEMBER 1.0 0 X 0 0 0 CLAY SAWYER MD BOARD MEMBER 1.0 1.0 X 0 0 0 CLINT MCHENRY DO BOARD MEMBER 1.0 0 X 0 0 0 DAVID MYERS MD BOARD MEMBER 1.0 0 X 0 0 0 JOHN BRETT DIETZE MD BOARD MEMBER 1.0 0 X 0 0 0 JOSHUA WARREN MD BOARD MEMBER 1.0 0 X 0 0 0 MICHAEL BOONE BOARD MEMBER 1.0 0 X 71102 0 1422 OLUWAROTIMI ADESINA MD BOARD MEMBER 1.0 0 X 0 0 0 RUSTY BUCK DO BOARD MEMBER 1.0 0 X 0 0 0 RYAN SALIGA BOARD MEMBER 1.0 0 X 66042 0 1321 SCOTT BLATTMAN MD BOARD MEMBER 1.0 0 X 0 0 0 STEPHEN MCCALL MD BOARD MEMBER 1.0 0 X 0 0 0 WALTER MATTHEWS BOARD MEMBER 1.0 0 X 0 0 0 1059955 0 54350 94 false true false 0 3173835 3173835 PCTE 621400 526923 526923 SOUTHWESTERN 621400 254244 254244 STATE RESIDENCY 623990 190601 190601 OTHER PROGRAM SERVICES 620000 61876 61876 0 0 0 0 1033644 693 693 16732 16732 0 16732 16732 0 0 0 0 0 0 0 4224904 1033644 0 17425 1114305 1110440 3865 3038961 3028421 10540 2819 2819 0 0 17300 17240 60 17686 17625 61 4407 4392 15 RECRUITING 31566 31457 109 MISCELLANEOUS 311 310 1 0 0 0 0 4227355 4212704 14651 0 2908645 538350 481457 673333 1091593 44778 0 0 281973 281973 0 0 0 0 0 284347 3581978 2440525 3473775 13957 55064 225481 0 0 2150399 3528839 2389837 X 53139 50688 53139 50688 3581978 2440525 -2451 0 X false false false X BAYLOR SCOTT & WHITE CENTER WACO TX Schedule A, Part I, Line 4 ACSCENSION PROVIDENCE HEALTHCARE NETWORK, WACO, TX RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 281973 281973 0 0 DUE FROM AFFILIATE 284347 284347 DUE TO AFFILIATE 2150399 2150399 X X X false false false false false false false false false JACKSON GRIGGS MD Chief Executive Officer 506256 0 0 0 1066 0 10146 0 12914 0 530382 0 0 0 DONALD HARDIN JR Chief Clinical Officer 225436 0 270 0 1906 0 4552 0 12648 0 244812 0 0 0 ANNETTE BALLEW Chief Financial Officer 176612 0 10000 0 1266 0 3758 0 7589 0 199224 0 0 0 Form 990, Part VI, Line 12a THE ENTITY DOES NOT HAVE A SEPARATE CONFLICT OF INTEREST POLICY; HOWEVER, IT FOLLOWS THE CONFLICT OF INTEREST POLICY ADOPTED BY ITS RELATED ENTITY, HEART OF TEXAS COMMUNITY HEALTH CENTER. Form 990, Part VI, Line 12a MCLENNAN COUNTY MEDICAL EDUCATION AND RESEARCH EDUCATION AND RESEARCH FOUNDATION (MCMERF) DOES NOT HAVE A CONFLICT OF INTEREST POLICY IN ITS NAME; HOWEVER, IT FOLLOWS THE POLICY OF ITS RELATED ENTITY, HEART OF TEXAS COMMUNITY HEALTH CENTER (HOTCHC). BELOW IS A DESCRIPTION OF HOW WFPF REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES THE COMPLIANCE OF THAT POLICY. INDIVIDUALS AFFILIATED WITH HOTCHC MUST STRIVE TO MAKE DECISIONS FAIRLY AND OBJECTIVELY AND ALWAYS ACT IN THE BEST INTERESTS OF HOTCHC, WITHOUT REGARD TO ANY PERSONAL PECUNIARY BENEFIT OR ANY BENEFIT TO A THIRD-PARTY, AND WITH UNDIVIDED ALLEGIANCE. AS HOTCHC IS A FEDERAL GRANTEE UNDER THE DEPARTMENT OF HEALTH AND HUMAN SERVICES, THESE STANDARDS FOR MANAGING CONFLICTS OF INTEREST ARE ALSO NECESSARY TO COMPLY WITH THE FEDERAL UNIFORM ADMINISTRATIVE REQUIREMENTS SET FORTH AT 2 CFR §200.318(C) AND DHHS REGULATIONS FOUND AT 45 CFR §75.327(C). NO INDIVIDUALS AFFILIATED WITH HOTCHC SHALL PARTICIPATE IN HOTCHC'S SELECTION, AWARD, OR ADMINISTRATION OF ANY CONTRACT OR GRANT, PAID IN WHOLE OR IN PART WITH FEDERAL FUNDS, WHEN A REAL OR APPARENT CONFLICT OF INTEREST IS INVOLVED. IT IS THE POLICY OF HOTCHC THAT ALL INTERESTS SHALL BE FULLY DISCLOSED BY ANY INDIVIDUAL AFFILIATED WITH HOTCHC REGARDLESS OF WHETHER A CONFLICT OF INTEREST IS DETERMINED TO EXIST. HOTCHC REQUIRES THAT ALL INDIVIDUALS AFFILIATED WITH HOTCHC AND PERSONS SEEKING TO AFFILIATE WITH HOTCHC DISCLOSE IN WRITING UPON HIRE OR INITIAL AFFILIATION: (1) ALL INTERESTS THAT MAY CREATE AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST, AND (2) WHERE APPLICABLE, PROVIDE A STATEMENT SUGGESTING HOW SUCH CONFLICT OF INTEREST COULD BE AVOIDED OR MITIGATED. IN ORDER TO FACILITATE SUCH FULL DISCLOSURE, HOTCHC REQUIRES THAT ALL MEMBERS OF THE BOARD OF DIRECTORS, THE CEO, AND OTHER SENIOR MANAGEMENT PERSONNEL ANNUALLY COMPLETE A "CENTER CONFLICT OF INTEREST STATEMENT AND DISCLOSURE" FORM. IN THE CASE OF A POTENTIALLY CONFLICTED PERSON WHO IS EITHER A BOARD MEMBER OR THE CEO, THAT PERSON MAY MAKE A PRESENTATION TO THE BOARD REGARDING WHETHER HE OR SHE HAS A CONFLICT OF INTEREST AND MAY RESPOND TO RELATED QUESTIONS FROM THE BOARD. HOWEVER, AFTER SUCH PRESENTATION, HE OR SHE SHALL LEAVE THE MEETING DURING ANY DISCUSSION OF, OR VOTE ON, WHETHER A CONFLICT OF INTEREST EXISTS, AND IF SUCH CONFLICT OF INTEREST IS DETERMINED BY THE BOARD TO EXIST, HE OR SHE SHALL LEAVE THE MEETING DURING ANY DISCUSSION OF, AND VOTING ON, THE TRANSACTION OR ARRANGEMENT THAT INVOLVES THE CONFLICT OF INTEREST. FOR ALL OTHER POTENTIALLY CONFLICTED PERSONS WHO ARE INDIVIDUALS AFFILIATED WITH HOTCHC, THE CEO SHALL DETERMINE WHETHER A CONFLICT OF INTEREST EXISTS. WHEN A CONFLICT ARISES, THE BOARD SHALL, AS IT MAY DEEM APPROPRIATE, APPOINT THE CEO TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT AND MAKE RECOMMENDATIONS. AFTER EXERCISING DUE DILIGENCE, THE BOARD OR, IN THE CASE OF INDIVIDUALS AFFILIATED WITH HOTCHC WHO ARE NOT BOARD MEMBERS OR THE CEO, THE CEO SHALL DETERMINE WHETHER HOTCHC CAN OBTAIN AN EQUIVALENT (OR MORE ADVANTAGEOUS) TRANSACTION OR ARRANGEMENT WITH REASONABLE EFFORTS FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. IF AN ALTERNATIVE TRANSACTION OR ARRANGEMENT IS NOT REASONABLY ATTAINABLE UNDER CIRCUMSTANCES THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST, THE BOARD OR CEO, AS APPLICABLE, SHALL DETERMINE (IF BOARD, THEN BY A MAJORITY VOTE OF THE DISINTERESTED BOARD MEMBERS) WHETHER, NOTWITHSTANDING THE CONFLICT OF INTEREST, THE TRANSACTION OR ARRANGEMENT IS IN HOTCHC'S BEST INTEREST, FOR ITS OWN BENEFIT AND WHETHER THE TRANSACTION IS FAIR AND REASONABLE TO HOTCHC SUCH THAT IT WOULD CONSTITUTE AN "ARMS-LENGTH" TRANSACTION. IN CIRCUMSTANCES WHERE THERE ARE MATERIAL CONTINUING OR PERVASIVE CONFLICTS OF INTEREST, AN INDIVIDUAL MAY BE REQUIRED BY THE BOARD OF HOTCHC OR THE CEO, AS APPLICABLE, TO WITHDRAW FROM HIS OR HER POSITION WITH HOTCHC UNLESS THE INDIVIDUAL, FAMILY MEMBER OR BUSINESS ASSOCIATE CHOOSES TO DISASSOCIATE FROM THE OUTSIDE POSITION THAT CAUSES THE CONFLICT OF INTEREST. Form 990, Part VI, Line 15 A & B 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, Line 11b Review of form 990 by governing body 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 ANONYMITY HOWEVER, IF A BOARD MEMBER REQUESTS THE COPY WITHOUT DONOR INFORMATION REDACTED, THE COPY IS PROVIDED TO THEM. Form 990, Part VI, Line 19 Required documents available to the public ALL ARE AVAILABLE AND PROVIDED UPON REQUEST. Form 990, Part VIII, Line 11d Other Miscellaneous Revenue - Total Revenue: , Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; FORM 990, PART IV, LINES 12A AND PART XII LINE 2B MCLENNAN COUNTY MEDICAL EDUCATION AND RESEARCH'S FINANCIAL STATEMENTS ARE AUDITED BY AN INDEPENDENT ACCOUNTANT ON A FISCAL YEAR BASIS AND THE TAX RETURN IS COMPLETED ON A CALENDAR YEAR BASIS. HEART OF TEXAS COMMUNITY HEALTH CENTER 1600 PROVIDENCE DR WACO TX 76707 742867580 HEALTHCARE TO VULNERABLE TX 501(c)(3) 7 NA false WACO FAMILY PRACTICE FOUNDATION 1600 PROVIDENCE DR WACO TX 76707 742446071 SUPPORT 501(C)(3)S TX 501(c)(3) Type I HOTCHC true false false false false false false false false false false false false true false false false false false false HEART OF TEXAS COMMUNITY HEALTH CENTER M 3846775 ACTUAL