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Nonprofiteer
← WACO FAMILY PRACTICE FOUNDATION

Form 990 for tax year 2023

Filed by WACO FAMILY PRACTICE FOUNDATION.

Totals

Total revenue
$6,626,150
Total expenses
$650,140
Contributions and grants received
$4,891,387
Grants paid
$0
Program service revenue
$0
Investment income
$188,968
Other revenue
$1,545,795
Total assets, end of year
$67,080,713
Total liabilities, end of year
$19,202,609
Net assets or fund balances, end of year
$47,878,104
Program services expenses (Part IX)
$426,485
Management and general expenses
$223,655
Fundraising expenses
$0
Program service expenses (Part III)
$426,485

Program services were 65.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • ANNETTE BALLEW

    SECRETARY / TREASURER

    Total calculated
    $199,225
    From this org
    $0
    From related orgs
    $187,878
    Other
    $11,347
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $176,612 related
    Bonus
    $0 + $10,000 related
    Other
    $0 + $1,266 related
    Deferred
    $0 + $3,758 related
    Nontaxable benefits
    $0 + $7,589 related
    Filer's total
    $0 + $199,224 related

  • DALE BARRON

    Chief Advancement Officer

    Total calculated
    $117,094
    From this org
    $0
    From related orgs
    $114,210
    Other
    $2,884
    Hours/week
    1 + 40 related

  • JACKSON GRIGGS MD

    CHAIRMAN

    Total calculated
    $530,381
    From this org
    $0
    From related orgs
    $507,321
    Other
    $23,060
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $506,256 related
    Bonus
    $0
    Other
    $0 + $1,066 related
    Deferred
    $0 + $10,146 related
    Nontaxable benefits
    $0 + $12,914 related
    Filer's total
    $0 + $530,382 related

  • AMY ARMSTRONG

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • BEN LACY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • BILL CLIFTON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • CHARLES WILLIAMS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • CLAY SAWYER MD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • DON LEWIS MD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • ED PAGE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JAY CAMPBELL MD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JIM HALLER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JOHNETTE MCKOWN PHD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • LINDA WILLIAMS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MIKE BEARD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MIKE HARDIN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MONTE HULSE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • PHILIP PATTERSON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • SHANE TURNER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • ALFRED SOLANO

    Vice President of WFM Foundation

    Total calculated
    $87,802
    From this org
    $0
    From related orgs
    $79,489
    Other
    $8,313
    Hours/week
    40 + 40 related

  • TOM STANTON

    PRESIDENT

    Total calculated
    $124,233
    From this org
    $0
    From related orgs
    $121,536
    Other
    $2,697
    Hours/week
    40 + 40 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

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.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
16 November 2024
IRS schema version
2023v5.1
Source object
202443209349327789

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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