WACO FAMILY PRACTICE FOUNDATION

Address
1600 PROVIDENCE DR
WACO, TX 767072261
Contact
Phone: +1 (254) 313-4200
Nonprofit
NTEE: T23 - Private Operating Foundations
EIN: 74-2446071

Mission

SUPPORT OF DIRECT SERVICE MISSIONS OF MCLENNAN COUNTY MEDICAL EDUCATION & RESEARCH FOUNDATION(74-1873453) & HEART OF TEXAS COMMUNITY HEALTH CENTER(74-2867580)
 20162015201420132012
Basic features of the organization
Year of formation1986
Subsection code03
PF filing required0    
Metropolitan statistical area8800
Form of organization
CorporationTrue
Human resources, including compensation
Summary compensation info
Total compensation of current key personnel$132,894.00$135,796.00$133,236.00$125,431.00$128,880.00
Sum of reportable (W2/1099) compensation$132,894.00$135,796.00$133,236.00$125,431.00$128,880.00
Number of employees11111
Number of people compensated >$100k11111
Number of volunteers7575757575
Number of highly compensated contractors0000 
Personnel
Beard, Mike
TitleDIRECTORDIRECTORDIRECTORDIRECTORDIRECTOR
Name of key/compensated personMIKE BEARDMIKE BEARDMIKE BEARDMIKE BEARDMIKE BEARD
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org1.001.001.001.001.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Cgma, Annette
TitleSEC/TREAS/DIRECTORSEC/TREAS/DIRECTOR   
Name of key/compensated personANNETTE BALLEW MS CPA FACMPE CGMAANNETTE BALLEW MS CPA FACMPE CGMA   
Position of compensated person
Current individual trustee or directorTrueTrue   
Average hours per week working for org1.001.00   
Reportable compensation from org$0.00$0.00   
Other comp, non-reportable, from org and related orgs$7,700.00$7,800.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $137,837.00$111,886.00   
Clifton, Willam
TitleFINANCE COMM CHAIR/DIRECTOFINANCE COMM CHAIR/DIRECTOFINANCE COMM CHAIR/DIRECTOFINANCE COMM CHAIR/DIRECTOFINANCE COMM CHAIR/DIRECTO
Name of key/compensated personWILLAM CLIFTONWILLAM CLIFTONWILLAM CLIFTONWILLAM CLIFTONWILLAM CLIFTON
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org1.001.001.001.001.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Esrock, Brett
TitleDIRECTORDIRECTORDIRECTORDIRECTOR 
Name of key/compensated personBRETT ESROCKBRETT ESROCKBRETT ESROCKBRETT ESROCK 
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrue 
Average hours per week working for org1.001.001.001.00 
Reportable compensation from org$0.00$0.00$0.00$0.00 
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00 
Goertz, Roland
TitlePRESIDENT/CEO/DIRECTORPRESIDENT/CEO/DIRECTORPRESIDENT/CEO/DIRECTORPRESIDENT/CEO/DIRECTORPRESIDENT/CEO/DIRECTOR
Name of key/compensated personROLAND A GOERTZ MDROLAND A GOERTZ MDROLAND A GOERTZ MDROLAND A GOERTZ MDROLAND A GOERTZ MD
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org1.001.001.001.001.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$7,825.00$7,800.00$7,800.00$7,800.00$6,000.00
Corresponding comp from related orgs
Reportable compensation from related orgs $440,672.00$422,182.00$426,010.00$444,869.00$458,212.00
Graham, James
Title DIRECTORDIRECTORDIRECTORDIRECTOR
Name of key/compensated person JAMES GRAHAM MDJAMES GRAHAM MDDR JAMES GRAHAMDR JAMES GRAHAM
Position of compensated person
Current individual trustee or director TrueTrueTrueTrue
Average hours per week working for org 1.001.001.001.00
Reportable compensation from org $0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs $0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$0.00$0.00$0.00
Grayson, Robert
TitleDIRECTORDIRECTORDIRECTORDIRECTORDIRECTOR
Name of key/compensated personROBERT GRAYSON MDROBERT GRAYSON MDROBERT GRAYSON MDDR ROBERT GRAYSONDR ROBERT GRAYSON
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org1.001.001.001.001.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Hinds, Mark
Title   DIRECTORDIRECTOR
Name of key/compensated person   MARK HINDS MDMARK HINDS MD
Position of compensated person
Current individual trustee or director   TrueTrue
Average hours per week working for org   1.001.00
Reportable compensation from org   $0.00$0.00
Other comp, non-reportable, from org and related orgs   $0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs    $0.00$0.00
Keahey, Kent
Title    DIRECTOR
Name of key/compensated person    KENT KEAHEY
Position of compensated person
Current individual trustee or director    True
Average hours per week working for org    1.00
Reportable compensation from org    $0.00
Other comp, non-reportable, from org and related orgs    $0.00
Corresponding comp from related orgs
Reportable compensation from related orgs     $0.00
Lacy, David
TitleDIRECTORDIRECTORDIRECTORDIRECTORDIRECTOR
Name of key/compensated personDAVID LACYDAVID LACYDAVID LACYDAVID LACYDAVID LACY
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org1.001.001.001.001.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
McKown, Johnette
TitleDIRECTORDIRECTORDIRECTORDIRECTORDIRECTOR
Name of key/compensated personJOHNETTE MCKOWN PHDJOHNETTE MCKOWN PHDJOHNETTE MCKOWN PHDJOHNETTE MCKOWN PHDJOHNETTE MCKOWN PHD
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org1.001.001.001.001.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Milam, J
TitleDEVELOPMENT DIRECTORDEVELOPMENT DIRECTORDEVELOPMENT DIRECTORDEVELOPMENT DIRECTORDEVELOPMENT DIRECTOR
Name of key/compensated personJ CLEMENT MILAMJ CLEMENT MILAMJ CLEMENT MILAMJ CLEMENT MILAMJ CLEMENT MILAM
Position of compensated person
Average hours per week working for org40.0040.0040.0040.0040.00
Reportable compensation from org$132,894.00$135,796.00$133,236.00$125,431.00$128,880.00
Other comp, non-reportable, from org and related orgs$7,300.00$7,800.00$7,800.00$7,800.00$6,000.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Nesbitt, William
Title  BOARD CHAIR/DIRECTORBOARD CHAIR/DIRECTORBOARD CHAIR/DIRECTOR
Name of key/compensated person  WILLIAM NESBITTWILLIAM NESBITTWILLIAM NESBITT
Position of compensated person
Current individual trustee or director  TrueTrueTrue
Average hours per week working for org  1.001.001.00
Reportable compensation from org  $0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs  $0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00$0.00$0.00
Patterson, Allen
Title SEC/TREAS/DIRECTORSEC/TREAS/DIRECTORSEC/TREAS/DIRECTORSEC/TREAS/DIRECTOR
Name of key/compensated person ALLEN E PATTERSONALLEN E PATTERSONALLEN E PATTERSONALLEN E PATTERSON
Position of compensated person
Current individual trustee or director TrueTrueTrueTrue
Average hours per week working for org 1.001.001.001.00
Reportable compensation from org $0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs $2,600.00$7,800.00$7,800.00$6,000.00
Corresponding comp from related orgs
Reportable compensation from related orgs  $58,201.00$201,983.00$210,679.00$195,849.00
Robinson, Glenn
TitleDIRECTORDIRECTORDIRECTORDIRECTORDIRECTOR
Name of key/compensated personGLENN ROBINSONGLENN ROBINSONGLENN ROBINSONGLENN ROBINSONGLENN ROBINSON
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org1.001.001.001.001.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Sawyer, Clay
TitleDIRECTORDIRECTOR   
Name of key/compensated personCLAY SAWYER MDCLAY SAWYER MD   
Position of compensated person
Current individual trustee or directorTrueTrue   
Average hours per week working for org1.001.00   
Reportable compensation from org$0.00$0.00   
Other comp, non-reportable, from org and related orgs$0.00$0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00   
Stern, Charles
Title    DIRECTOR
Name of key/compensated person    CHARLES STERN MD
Position of compensated person
Current individual trustee or director    True
Average hours per week working for org    1.00
Reportable compensation from org    $0.00
Other comp, non-reportable, from org and related orgs    $0.00
Corresponding comp from related orgs
Reportable compensation from related orgs     $0.00
Yarbrough, Mason
TitleDIRECTORDIRECTORDIRECTORDIRECTORDIRECTOR
Name of key/compensated personMASON YARBROUGHMASON YARBROUGHMASON YARBROUGHMASON YARBROUGHMASON YARBROUGH
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org1.001.001.001.001.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Purpose: mission, activities, & accomplishments
Mission or significant activitiesPROMOTE PRIMARY HEALTH EDUCATION & PRIMARY HEALTH CARE PROGRAMS VIA SUPPORT OF MCLENNAN COUNTY MEDICAL EDUCATION & RESEARCH FOUNDATION & HEART OF TEXAS COMMUNITY HEALTH CENTER.PROMOTE PRIMARY HEALTH EDUCATION & PRIMARY HEALTH CARE PROGRAMS VIA SUPPORT OF MCLENNAN COUNTY MEDICAL EDUCATION & RESEARCH FOUNDATION & HEART OF TEXAS COMMUNITY HEALTHY CENTER.PROMOTE PRIMARY HEALTH EDUCATION & PRIMARY HEALTH CARE PROGRAMS VIA SUPPORT OF MCLENNAN COUNTY MEDICAL EDUCATION & RESEARCH FOUNDATION & HEART OF TEXAS COMMUNITY HEALTHY CENTER.PROMOTE PRIMARY HEALTH EDUCATION & PRIMARY HEALTH CARE PROGRAMS VIA SUPPORT OF MCLENNAN COUNTY MEDICAL EDUCATION & RESEARCH FOUNDATION & HEART OF TEXAS COMMUNITY HEALTHY CENTER.PROMOTE PRIMARY HEALTH EDUCATION & PRIMARY HEALTH CARE PROGRAMS VIA SUPPORT OF MCLENNAN COUNTY MEDICAL EDUCATION & RESEARCH FOUNDATION & HEART OF TEXAS COMMUNITY HEALTHY CENTER.
Program service expenses, total$193,961.00$179,684.00$174,474.00$189,790.00$187,170.00
Programs, including revenue & expenses
ALL REVENUES AND EXPENSES OF TAXPAYER ARE 100% DEDICATED TO THE SUPPORT OF TWO AFFILIATED 501(C)(3) ORGANIZATIONS: MCLENNAN COUNTY MEDICAL EDUCATION AND RESEARCH FOUNDATION (74-1873453) AND HEART OF TEXAS COMMUNITY HEALTH CENTER (74-2867580).
Program expenses$193,961.00$179,684.00$174,474.00$189,790.00$187,170.00
Program revenue$1,191,870.00$756,862.00$693,352.00$632,912.00$530,910.00
Program descriptionALL REVENUES AND EXPENSES OF TAXPAYER ARE 100% DEDICATED TO THE SUPPORT OF TWO AFFILIATED 501(C)(3) ORGANIZATIONS: MCLENNAN COUNTY MEDICAL EDUCATION AND RESEARCH FOUNDATION (74-1873453) AND HEART OF TEXAS COMMUNITY HEALTH CENTER (74-2867580).ALL REVENUES AND EXPENSES OF TAXPAYER ARE 100% DEDICATED TO THE SUPPORT OF TWO AFFILIATED 501(C)(3) ORGANIZATIONS: MCLENNAN COUNTY MEDICAL EDUCATION AND RESEARCH FOUNDATION (74-1873453) AND HEART OF TEXAS COMMUNITY HEALTH CENTER (74-2867580).ALL REVENUES AND EXPENSES OF TAXPAYER ARE 100% DEDICATED TO THE SUPPORT OF TWO AFFILIATED 501(C)(3) ORGANIZATIONS: MCLENNAN COUNTY MEDICAL EDUCATION AND RESEARCH FOUNDATION (74-1873453) AND HEART OF TEXAS COMMUNITY HEALTH CENTER (74-2867580).ALL REVENUES AND EXPENSES OF TAXPAYER ARE 100% DEDICATED TO THE SUPPORT OF TWO AFFILIATED 501(C)(3) ORGANIZATIONS: MCLENNAN COUNTY MEDICAL EDUCATION AND RESEARCH FOUNDATION (74-1873453) AND HEART OF TEXAS COMMUNITY HEALTH CENTER (74-2867580).ALL REVENUES AND EXPENSES OF TAXPAYER ARE 100% DEDICATED TO THE SUPPORT OF TWO AFFILIATED 501(C)(3) ORGANIZATIONS: MCLENNAN COUNTY MEDICAL EDUCATION AND RESEARCH FOUNDATION (74-1873453) AND HEART OF TEXAS COMMUNITY HEALTH CENTER (74-2867580).
Financial data
Revenue
Total revenue$1,580,612.00$993,937.00$1,051,780.00$1,177,789.00$772,227.00
Revenue from contributions (total)$230,298.00$223,725.00$226,025.00$284,980.00$134,720.00
Revenue from noncash contributions$71,557.00 $10,000.00  
Investment income, current yr$418,150.00$13,350.00$132,403.00$259,897.00$106,597.00
Total revenue from grants, etc., current yr$230,298.00$223,725.00$226,025.00$284,980.00$134,720.00
Total unrelated business revenue$0.00$0.00$0.00$0.00$0.00
Other revenue, current yr$932,164.00$756,862.00$693,352.00$632,912.00$530,910.00
Net unrelated business taxable revenue$0.00$0.00$0.00$0.00$0.00
Program service revenue (total) $0.00$0.00$0.00$0.00
Gross receipts$2,565,782.00$2,019,811.00$2,138,569.00$2,321,565.00$2,016,068.00
Sources of contributions
Revenue from fundraising events$100,529.00$93,920.00$80,000.00$65,000.00$62,000.00
Revenue from all other contributions$129,769.00$129,805.00$146,025.00$219,980.00$72,720.00
Other types of revenue
Income from dividends, interest, and similar investments$158,444.00$13,350.00$132,403.00$259,897.00$106,597.00
Net rental income$932,164.00$756,862.00$693,352.00$632,912.00$530,910.00
Net income from fundraising events$0.00$0.00$0.00$0.00$0.00
Expense categories (totals)
Total functional expenses: sum of all$193,961.00$179,684.00$174,474.00$189,790.00$187,170.00
Total functional expenses: program service $193,961.00$179,684.00$174,474.00$189,790.00$187,170.00
Total functional expenses: management and general$0.00$0.00$0.00$0.00$0.00
Total functional expenses: fundraising$0.00$0.00$0.00$0.00$0.00
Fees for services
Fundraising service fees (total)$0.00$0.00$0.00$0.00$0.00
Assets and liabilities
Total assets$17,744,907.00$16,633,222.00$16,107,161.00$15,584,211.00$14,862,004.00
Total assets, beginning of year$16,633,222.00$16,107,161.00$15,584,211.00$14,862,004.00$14,604,370.00
Total liabilities$1,592,917.00$1,877,883.00$2,176,075.00$2,530,431.00$2,796,223.00
Total liabilities, beginning of year$1,877,883.00$2,176,075.00$2,530,431.00$2,796,223.00$3,123,646.00
Net assets$16,151,990.00$14,755,339.00$13,931,086.00$13,053,780.00$12,065,781.00
Net assets, beginning of year$14,755,339.00$13,931,086.00$13,053,780.00$12,065,781.00$11,480,724.00
Investments: other securities$265,281.00$256,307.00$246,576.00$236,841.00$226,997.00
Investments: publicly traded securities$1,538,541.00$1,392,159.00$1,524,856.00$1,274,744.00$890,017.00
Other financial variables
Revenue less expenses$1,386,651.00$814,253.00$877,306.00$987,999.00$585,057.00
Advertising (total)$6,045.00$1,869.00$7,278.00$18,436.00$20,216.00
Savings & temp cash investment$7,430,229.00$5,764,147.00$4,736,089.00$3,928,084.00$2,842,358.00
Accounts receivable, net$70.00$429,409.00$683.00$815.00$746.00
Accounts payable & accrued expenses$168,812.00$114,064.00$98,191.00$141,624.00$104,722.00
Secured mortgages and notes payable$1,424,105.00$1,763,819.00$2,077,884.00$2,388,807.00$2,691,501.00
Total net assets or fund balances$16,151,990.00$14,755,339.00$13,931,086.00$13,053,780.00$12,065,781.00
Governance and accountability
Number of voting members1212121314
Number of independent voting members1212121314
Financial sheets auditedTrueTrueTrueTrueTrue
Accrual accountingTrueTrueTrueTrueTrue
Tax year start date2016-01-012015-01-012014-01-012013-01-012012-01-01
Tax year end date2016-12-012015-12-012014-12-012013-12-012012-12-01
Indicators for schedules (selected)
Business transaction with entity ownerTrueTrueTrueTrueTrue
Metadata about the filing
E-return type: 990, 990EZ, or 990PF990990990990990
Date e-filing submitted2018-01-042017-03-312016-01-202014-12-042013-12-27
IRS schema version2016v3.02015v2.12014v5.02013v3.02012v2.1
Filing identifier201743179349307164201623209349309372201513209349303781201413169349302401201323189349302152
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