2025-09-05T14:41:10+00:00 2024-09-30 440160260 Forvis Mazars LLP PO Box 3667 Little Rock AR 722033667 990 2024-01-01 741873453 MCLENNAN COUNTY MEDICAL EDUCATION AND RESEARCH FOUNDATION MCLE 2543134200 1600 PROVIDENCE DR WACO TX 767072261 CRAIG HARGENRADER CFO 2543134200 2025-09-05 true true Amber Sherrill P00748683 5013721040 2025-09-05 2024 2025-03-06 01:10:19Z CRAIG HARGENRADER 1600 PROVIDENCE DR WACO TX 767072261 3260732 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 0 35 0 3173835 2766346 1033644 477512 693 1792 16732 15082 4224904 3260732 0 0 0 4153266 3227596 0 0 0 74089 74479 4227355 3302075 -2451 -41343 2440525 1263403 2389837 1254058 50688 9345 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 2663373 0 477512 THE ENTITY SERVES AS CREDENTIALED ENTITY FOR THE RESIDENCY PROGRAM AND AS A CONTRACTING AGENCY FOR FUNDING OPPORTUNITIES. 2663373 true true false false false false false false false false true false false false true false false true false false false false false false false false false false false false false false false false false false false false true false false false false false false true true true false false true X 0 0 0 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 true false false false true true true true false false X CRAIG HARGENRADER 2543134200 1600 PROVIDENCE DRIVE WACO TX 76707 X DONALD HARDIN JR President 20.0 0 X X 0 0 0 JACKSON GRIGGS MD VP / Board Chair 20.0 21.0 X X 0 0 0 ADAM FALCONE MD BOARD MEMBER 1.0 0.0 X 0 0 0 Amy Chung MD Board Member 1.0 0.0 X 0 0 0 CAMERON COLLIER MD BOARD MEMBER 1.0 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 0.0 X 0 0 0 DAVID MYERS MD BOARD MEMBER 1.0 0.0 X 0 0 0 JOHN BRETT DIETZE MD BOARD MEMBER 1.0 0.0 X 0 0 0 JOSHUA WARREN MD BOARD MEMBER 1.0 0.0 X 0 0 0 Nadge Gunn Board member 1.0 0.0 X 0 0 0 OLUWAROTIMI ADESINA MD BOARD MEMBER 1.0 0.0 X 0 0 0 SCOTT BLATTMAN MD BOARD MEMBER 1.0 0.0 X 0 0 0 Shrey Goel MD Board Member 1.0 0.0 X 0 0 0 STEPHEN MCCALL MD BOARD MEMBER 1.0 0.0 X 0 0 0 Walter Matthews Board Member 1.0 0.0 X 0 0 0 William MCCUNNIFF BOARD MEMBER 1.0 0.0 X 0 0 0 CRAIG HARGENRADER Executive Vice President / CFO 40.0 1.0 X 0 0 0 0 0 0 0 false false false 0 792634 1973712 2766346 PROGRAM SERVICES 620000 477512 477512 0 0 0 0 477512 1792 1792 15082 0 15082 0 15082 15082 0 0 0 0 0 0 0 0 3260732 477512 0 16874 1244434 1003623 240811 1983162 1599400 383762 1464 1464 0 0 20700 16694 4006 18557 14966 3591 4000 3226 774 RECRUITING 29604 23875 5729 MISCELLANEOUS 154 125 29 0 0 0 0 3302075 2663373 638702 0 538350 190021 481457 485498 1091593 587884 44778 0 0 0 0 281973 281973 0 0 0 0 284347 0 2440525 1263403 13957 19857 225481 80636 0 0 2150399 1153565 2389837 1254058 X 50688 9345 50688 9345 2440525 1263403 -41343 0 X false true true true true 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 Federal Income Taxes DUE TO AFFILIATE 1153565 1153565 4297732 1037000 1037000 3260732 0 0 3260732 4331935 1029860 1029860 3302075 0 0 3302075 Schedule D, Part X, Line 2 MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 ADJUSTMENT FOR CHANGE IN ACCOUNTING PERIOD - 1037000 Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 ADJUSTMENT FOR CHANGE IN ACCOUNTING PERIOD - 1029860 Lance Kelley brother in law of CEO Jackson Griggs 156663 W-2 Wages false Form 990, Part V, Line 1a - 2A & PART VII SEC A & B THE ENTITY IS FILING A SHORT YEAR RETURN DUE TO A CHANGE IN ACCOUNTING PERIOD. THERE IS NO CALENDAR YEAR ENDED WITHIN THE TAX YEAR,THEREFORE, THESE LINES ARE ALL ZERO, PER THE FILIING INSTRUCTIONS. THE RETURN'S ACCOUNTING PERIOD IS BEING CHANGED TO MATCH THE YEAR END OF THE FINANCIAL STATEMENT AUDIT 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 VII, Section A, Line 1a MCMERF is filing a short-year return for the period ending 09/30/2024. Compensation for officers, directors, trustees, key employees, and highest compensated employees was already reported on the organization's Form 990 for the calendar year ending December 31, 2023. Accordingly, no compensation is reported on Part VII or Schedule J of this short-year return. 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 2263337 FMV