2024-11-15T20:29:01+00:00 2023-12-31 440160260 Forvis Mazars LLP PO Box 3667 Little Rock AR 722033667 990 2023-01-01 742446071 WACO FAMILY PRACTICE FOUNDATION WACO 2543134200 1600 PROVIDENCE DRIVE WACO TX 767072261 CRAIG HARGENRADER CFO 2543134200 2024-11-16 true true Amber Sherrill P00748683 5013721040 2024-11-15 2023 2024-10-15 13:58:12Z CRAIG HARGENRADER 1600 PROVIDENCE DRIVE WACO TX 767072261 7902605 false X N/A X 1986 TX PROMOTE PRIMARY HEALTH EDUCATION & PRIMARY HEALTH CARE PROGRAMS VIA SUPPORT OF MCLENNAN COUNTY MEDICAL EDUCATION & RESEARCH FOUNDATION & HEART OF TEXAS COMMUNITY HEALTH CENTER. 19 16 4 16 0 0 17178317 4891387 0 0 98946 188968 1486468 1545795 18763731 6626150 0 0 0 0 279237 333848 0 0 0 291335 316292 570572 650140 18193159 5976010 47581056 67080713 1133040 19202609 46448016 47878104 SUPPORT OF DIRECT SERVICE MISSIONS OF MCLENNAN COUNTY MEDICAL EDUCATION & RESEARCH FOUNDATION & HEART OF TEXAS COMMUNITY HEALTH CENTER. false false 426485 0 0 ALL REVENUES AND EXPENSES OF TAXPAYER ARE 100% DEDICATED TO THE SUPPORT OF TWO AFFILIATED 501(C)(3) ORGANIZATIONS: MCLENNAN COUNTY MEDICAL FOUNDATION AND RESEARCH FOUNDATION AND HEART OF TEXAS COMMUNITY HEALTH CENTER. 426485 true true false false false false false false true true false false false 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 6 0 true 4 true false false false false false false false false false false false false X 19 16 false false false false false false false true true false false false false true true false false false X CRAIG HARGENRADER 2453134200 1600 PROVIDENCE DRIVE WACO TX 76707 ANNETTE BALLEW SECRETARY / TREASURER 1.0 40.0 X X 0 187878 11347 DALE BARRON Chief Advancement Officer 1.0 40.0 X X 0 114210 2884 JACKSON GRIGGS MD CHAIRMAN 1.0 40.0 X X 0 507321 23060 AMY ARMSTRONG BOARD MEMBER 1.0 0 X 0 0 0 BEN LACY BOARD MEMBER 1.0 0 X 0 0 0 BILL CLIFTON BOARD MEMBER 1.0 0 X 0 0 0 CHARLES WILLIAMS BOARD MEMBER 1.0 0 X 0 0 0 CLAY SAWYER MD BOARD MEMBER 1.0 1.0 X 0 0 0 DON LEWIS MD BOARD MEMBER 1.0 0 X 0 0 0 ED PAGE BOARD MEMBER 1.0 0 X 0 0 0 JAY CAMPBELL MD BOARD MEMBER 1.0 0 X 0 0 0 JIM HALLER BOARD MEMBER 1.0 0 X 0 0 0 JOHNETTE MCKOWN PHD BOARD MEMBER 1.0 0 X 0 0 0 LINDA WILLIAMS BOARD MEMBER 1.0 0 X 0 0 0 MIKE BEARD BOARD MEMBER 1.0 0 X 0 0 0 MIKE HARDIN BOARD MEMBER 1.0 0 X 0 0 0 MONTE HULSE BOARD MEMBER 1.0 0 X 0 0 0 PHILIP PATTERSON BOARD MEMBER 1.0 0 X 0 0 0 SHANE TURNER BOARD MEMBER 1.0 0 X 0 0 0 ALFRED SOLANO Vice President of WFM Foundation 40.0 40.0 X 0 79489 8313 TOM STANTON PRESIDENT 40.0 40.0 X 0 121536 2697 0 1010434 48302 0 false true false HCBECK LTD 1601 ELM STREET SUITE 2800 DALLAS TX 75201 ARCHITECTURE 28149131 1 1693058 3198329 5112 4891387 0 0 0 0 0 157777 157777 1885131 928497 849448 418385 1035683 510112 1545795 1545795 39813 8622 31191 0 31191 31191 0 0 0 0 0 6626150 0 0 1734763 X 285138 285138 5768 5768 5426 5426 37516 37516 5636 5636 223655 0 223655 0 5638 5638 18084 18084 24059 24059 17935 17935 MISCELLANEOUS 19889 19889 DUES & SUBCRIPTIONS 1396 1396 0 0 0 0 650140 426485 223655 0 98419 22727376 16902394 5442749 9398205 0 0 60985532 19759143 12573802 41226389 2569165 2734784 312508 235833 0 0 440145 47581056 67080713 1125821 81753 3306942 0 7219 15790485 0 23429 1133040 19202609 X 4674505 4989743 41773511 42888361 46448016 47878104 47581056 67080713 5976010 443539 -4989461 0 X false false false X X 2 MCLENNAN COUNTY MEDICAL EDUCATION AND RESEARCH FOUNDATION 741873453 4 true 0 0 HEART OF TEXAS COMMUNITY HEALTH CENTER INC 742867580 7 true 0 0 2 0 0 true false false false false false false false false false false false false false false true false RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4674505 -37316 526602 303490 4860301 5276815 382856 -272746 712420 4674505 4627224 166667 588625 105701 5276815 4378075 142015 271689 164555 4627224 3789854 266064 432990 110833 4378075 1.0 0.0 0.0 false false 846441 846441 7763141 3378931 4384210 7203473 5434505 1768968 12027457 10945707 1081750 33145020 33145020 41226389 LEASE LIABILITIES 23429 23429 Schedule D, Part V, Line 4 Intended uses of endowment funds ORGANIZATION'S ENDOWMENT FUNDS ARE USED SOLELY TO SUPPORT THE MISSIONS OF THE ORGANIZATION'S TWO SUPPORTED 501(C)(3) ORGANIZATIONS. false false false false false false false false false JACKSON GRIGGS MD CHAIRMAN 0 506256 0 0 0 1066 0 10146 0 12914 0 530382 0 0 ANNETTE BALLEW SECRETARY / TREASURER 0 176612 0 10000 0 1266 0 3758 0 7589 0 199224 0 0 Schedule J, Part I, Line 3 MCLENNAN COUNTY MEDICAL EDUCATION AND RESEARCH FOUNDATION, A RELATED ORGANIZATION, USES A COMPENSATION COMMITTEE, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE TO DETERMINE THE COMPENSATION OF THE CEO. Form 990, Part VI, Line 12a WACO FAMILY PRACTICE FOUNDATION (WFPF) 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 THE ORGANIZATION DOES NOT COMPENSATE THE ORGANIZATION'S CEO, OFFICERS, AND OTHER KEY EMPLOYEES. MCLENNAN COUNTY MEDICAL EDUCATION AND RESEARCH FOUNDATION, A RELATED ORGANIZATION, PAYS COMPENSATION TO THE ORGANIZATION'S CEO, OFFICERS, AND OTHER KEY EMPLOYEES AND HAS A COMPENSATION REVIEW AND APPROVAL 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 ANAYMINITY; HOWEVER, IF A BOARD MEMBER REQUESTS THE COPY WITH DONOR INFORMATION REDACTED, THE COPY IS PROVIDED TO THEM. Form 990, Part VI, Line 19 Required documents available to the public THE GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. Form 990, Part VIII, Line 6a PERSONAL AND REAL PROPERTY LEASES WITH HEART OF TEXAS COMMUNITY HEALTH CENTER, A RELATED, TAX-EXEMPT ENTITY, ARE USED EXCLUSIVELY FOR THE EXEMPT PURPOSE RELATED TO PROVIDING HEALTHCARE AND ARE THEREFORE NOT CONSIDERED UNRELATED BUSINESS INCOME. Form 990, Part IX, Line 11g Other Fees CONSULTANTS - Total Expense: 223655, Program Service Expense: 0, Management and General Expenses: 223655, Fundraising Expenses: 0; FORM 990, PART IV, LINES 12A AND PART XII. LINE 2B WACO FAMILY PRACTICE FOUNDATION'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. MCLENNAN COUNTY MEDICAL EDUCATION & RESEARCH FOUNDATION 1600 PROVIDENCE DRIVE WACO TX 76707 741873453 EDUCATION & RESEARCH TX 501(c)(3) 4 NA true HEART OF TEXAS COMMUNITY HEALTH CENTER 1600 PROVIDENCE DRIVE WACO TX 76707 742867580 HEALTH CARE TO VULNERABLE TX 501(c)(3) 7 NA false false false false false false false false false false true false false true false true false false false false MELENNAN CO MEDICAL EDUCATION AND RESEARCH FOUNDATION O 285138 FMV