STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

MCKENNA FOUNDATION: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
MCKENNA FOUNDATION (EIN 26-2011830)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-10-26
IRS object ID
201732999349300918
Schema version
2016v3.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2017-10-26T11:16:12-05:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BKD LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line114241 DALLAS PARKWAY STE 1100AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75254ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN262011830EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1McKenna FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% CHANDRA ENGELKEInCareOfNm
Business Name ControlMCKEBusinessNameControlTxt
Phone8306069500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1801 West San Antonio StAddressLine1Txt
CityNew BraunfelsCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78130ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonALICE JEWELLPersonNm
Person TitleCEOPersonTitleTxt
Phone8306069500PhoneNum
Signature2017-11-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeanette VerrelliPreparerPersonNm
PTINP00742631PTIN
Phone9727028262PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address167.68.126.162IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id76915820172995000001FederalOriginalSubmissionId
Federal Original Submission Id2017-10-26FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id1A2413E04CDF926160306216DBAC6B7CCB48C9D2AtSubmissionCreationDeviceId
At Submission Filing Device IdACBA2431EF37DEF71821A9057AFD5F2E9C389335AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerALICE JEWELLPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1801 WEST SAN ANTONIO STREETAddressLine1Txt
CityNEW BRAUNFELSCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78130ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$17,756,275GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.MCKENNA.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2008FormationYr
Legal Domicile StateTXLegalDomicileStateCd
Activity Or MissionMCKENNA IS ACTIVE IN PROVIDING SERVICES TO ENHANCE THE HEALTH AND WELL-BEING OF THE NEW BRAUNFELS COMMUNITY, SERVING AS A PARTNER AND RESOURCE TO OTHERS WHO SHARE THAT GOAL.ActivityOrMissionDesc
Voting Members Governing Body11VotingMembersGoverningBodyCnt
Voting Members Independent11VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers11TotalVolunteersCnt
Total Gross UBI-$32,279TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm-$32,279NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,500PYContributionsGrantsAmt
CY Contributions Grants$4,000CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$6,454,493PYInvestmentIncomeAmt
CY Investment Income$2,129,925CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$6,455,993PYTotalRevenueAmt
CY Total Revenue$2,133,925CYTotalRevenueAmt
PY Grants And Similar Paid$2,640,065PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$3,611,118CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$462,381PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$572,873CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$400,377PYOtherExpensesAmt
CY Other Expenses$414,556CYOtherExpensesAmt
PY Total Expenses$3,502,823PYTotalExpensesAmt
CY Total Expenses$4,598,547CYTotalExpensesAmt
PY Revenues Less Expenses$2,953,170PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$2,464,622CYRevenuesLessExpensesAmt
Total Assets BOY$71,188,862TotalAssetsBOYAmt
Total Assets EOY$71,235,931TotalAssetsEOYAmt
Total Liabilities BOY$6,254,926TotalLiabilitiesBOYAmt
Total Liabilities EOY$6,771,647TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$64,933,936NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$64,464,284NetAssetsOrFundBalancesEOYAmt
MissionTHE MISSION OF MCKENNA IS TO ADVANCE THE WELL-BEING OF THE NEW BRAUNFELS COMMUNITY.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$3,922,754ExpenseAmt
Grant$3,611,118GrantAmt
DescTHE MCKENNA FOUNDATION AWARDS FUNDS TO APPROVED GRANT APPLICANTS WHO ARE NONPROFIT ORGANIZATIONS THAT OFFER NEW OR EXISTING PROGRAMMING THAT FALL WITHIN OUR WELL-BEING PRIORITIES.Desc
Total Program Service Expenses$3,922,754TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsfalseTempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document3IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members11GoverningBodyVotingMembersCnt
Independent Voting Member11IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonCHANDRA ENGELKEPersonNm
Phone8306069500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1801 W SAN ANTONIO STAddressLine1Txt
CityNEW BRAUNFELSCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78130ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
JEFF ALBRECHT
DIRECTOR2.00.0Yes (X)$0$0$0
NORMA HERRERA
DIRECTOR2.00.0Yes (X)$0$0$0
MARIO LUNA
DIRECTOR2.00.0Yes (X)$0$0$0
MICHAEL SPAIN
CHAIR2.01.0Yes (X)$0$0$0Yes (X)
DR DAVID STARCH
DIRECTOR2.00.0Yes (X)$0$0$0
WES STUDDARD
DIRECTOR2.00.0Yes (X)$0$0$0
PATTY TONEY
SECRETARY2.01.0Yes (X)$0$0$0Yes (X)
BILL VAN KLEEF
DIRECTOR2.00.0Yes (X)$0$0$0
JUDGE DIB WALDRIP
DIRECTOR2.00.0Yes (X)$0$0$0
JIM WESSON
VICE CHAIR2.01.0Yes (X)$0$0$0Yes (X)
ROSE ZAMORA
DIRECTOR2.00.0Yes (X)$0$0$0
JERRY MAJOR
CEO38.02.0$0$143,941$9,419Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$143,941TotReportableCompRltdOrgAmt
Total Other Compensation$9,419TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$4,000AllOtherContributionsAmt
Total Contributions$4,000TotalContributionsAmt
Total Program Service Revenue$0TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,467,324TotalRevenueColumnAmt
Unrelated Business Revenue-$32,279UnrelatedBusinessRevenueAmt
Exclusion$1,499,603ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$0RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$16,284,951SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$15,622,350SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$662,601SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$662,601TotalRevenueColumnAmt
Exclusion$662,601ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Fundraising Direct Expenses$0FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gaming Gross Income$0GamingGrossIncomeAmt
Gaming Direct Expenses$0GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$0GrossSalesOfInventoryAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,133,925TotalRevenueColumnAmt
Unrelated Business Revenue-$32,279UnrelatedBusinessRevenueAmt
Exclusion$2,162,204ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$3,611,118TotalAmt
Program Services$3,611,118ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$524,967TotalAmt
Program Services$154,935ProgramServicesAmt
Management And General$370,032ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$47,906TotalAmt
Program Services$47,906ProgramServicesAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$257,230TotalAmt
Management And General$257,230ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$44,296TotalAmt
Management And General$44,296ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$5,180TotalAmt
Program Services$5,180ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$19,407TotalAmt
Program Services$15,172ProgramServicesAmt
Management And General$4,235ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$51TotalAmt
Program Services$51ProgramServicesAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$12,612TotalAmt
Program Services$12,612ProgramServicesAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$3,388TotalAmt
Program Services$3,388ProgramServicesAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$4,343TotalAmt
Program Services$4,343ProgramServicesAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$45,877TotalAmt
Program Services$45,877ProgramServicesAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmt
DUES & SUBSCRIPTIONS$5,237$5,237
UNRELATED BUS INCOME TAX$6,355$6,355
.$0
.$0

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$10,580TotalAmt
Program Services$10,580ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$4,598,547TotalAmt
Program Services$3,922,754ProgramServicesAmt
Management And General$675,793ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$138,071BOYAmt
EOY$179,254EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$166,164BOYAmt
EOY$201,798EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$37,221BOYAmt
EOY$44,409EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$38,045LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$38,045LandBldgEquipAccumDeprecAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$68,748,499BOYAmt
EOY$68,669,198EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$2,098,907BOYAmt
EOY$2,141,272EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$71,188,862BOYAmt
EOY$71,235,931EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$12,740EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$1,142,772BOYAmt
EOY$1,403,618EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$5,112,154BOYAmt
EOY$5,355,289EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$6,254,926BOYAmt
EOY$6,771,647EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$62,668,871BOYAmt
EOY$62,121,214EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$166,158BOYAmt
EOY$201,798EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,098,907BOYAmt
EOY$2,141,272EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$64,933,936BOYAmt
EOY$64,464,284EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$71,188,862BOYAmt
EOY$71,235,931EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$2,464,622ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$1,994,970NetUnrlzdGainsLossesInvstAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type1Yes (X)SupportingOrgType1Ind
IRS Written DeterminationYes (X)IRSWrittenDeterminationInd
Supported Organizations34SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp (2 entries)

EINEINOrganization TypeOrganizationTypeCdGoverning Document ListedGoverningDocumentListedIndSupportSupportAmtOther SupportOtherSupportAmt
MCKENNA HEALTH MANAGEMENT
74284455810Yes (true)$845,238$0
SEE SCHEDULE I PART II
0000000007false$2,765,880$0
FieldValueIRS element (for citing)
Supported Organizations Total2SupportedOrganizationsTotalCnt
Support Sum$3,611,118SupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocfalseListedByNameGoverningDocInd
Suprt Org No IRS DeterminationfalseSuprtOrgNoIRSDeterminationInd
Supported Org Section C456falseSupportedOrgSectionC456Ind
Supported Org Not Organized USfalseSupportedOrgNotOrganizedUSInd
Organization Change Suprt OrgYes (true)OrganizationChangeSuprtOrgInd
Supported Org Class DesignatedYes (true)SupportedOrgClassDesignatedInd
Support Non Supported OrgfalseSupportNonSupportedOrgInd
Payment Substantial ContribtrfalsePaymentSubstantialContribtrInd
Loan Disqualified PersonfalseLoanDisqualifiedPersonInd
Controlled Disqualified PrsnfalseControlledDisqualifiedPrsnInd
Disqualified Prsn Controll IntfalseDisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr IntfalseDisqualifiedPrsnOwnrIntInd
Excess Business Holdings RulesfalseExcessBusinessHoldingsRulesInd
Contribution ControllerfalseContributionControllerInd
Contribution FamilyfalseContributionFamilyInd
Contribution35 ControlledfalseContribution35ControlledInd

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

FieldValueIRS element (for citing)
Power Appoint Majority Dir TrstfalsePowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt OrgYes (true)OperateBenefitNonSuprtOrgInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE A, PART I, LINE 12GSUPPORTED ORGANIZATIONS: THE FOUNDATION'S SUPPORTED ORGANIZATIONS ARE DESIGNATED BY THE FOUNDATION'S PURPOSE TO FINANCIALLY SUPPORT INSTITUTIONS AND PROGRAMS IN FURTHERANCE OF ADVANCING THE WELL-BEING OF THE NEW BRAUNFELS COMMUNITY. THE ORGANIZATIONS LISTED ON SCHEDULE I, PART II ARE ALL TAX-EXEMPT ORGANIZATIONS THAT FURTHER THIS PURPOSE.
SCHEDULE A, PART IV, SECTION A, LINE 1HOW SUPPORTED ORGANIZATIONS ARE DESIGNATED: THE FOUNDATION'S SUPPORTED ORGANIZATIONS ARE DESIGNATED BY THE FOUNDATION'S PURPOSE TO FINANCIALLY SUPPORT INSTITUTIONS AND PROGRAMS IN FURTHERANCE OF ADVANCING THE WELL-BEING OF THE NEW BRAUNFELS COMMUNITY.
SCHEDULE A, PART IV, SECTION A, LINE 5AADDED, SUBSTITUTED OR REMOVAL OF ANY SUPPORTED ORGANIZATIONS: THE FOUNDATION'S GOVERNING DOCUMENTS STATE THAT THE FOUNDATION PROVIDES SUPPORT TO ORGANIZATIONS THAT FURTHER THE FOUNDATION'S EXEMPT PURPOSE. ALL ORGANIZATIONS THAT RECEIVED SUPPORT FROM THE FOUNDATION DURING 2016 ARE LISTED ON SCHEDULE I, PART II. ANY VARIATION FROM OF THE ORGANIZATIONS LISTED ON THE 2015 TAX RETURN, ARE DUE TO EITHER A NEW ORGANIZATION THAT MEETS THE REQUIREMENTS NECESSARY TO BE DESIGNATED AS A SUPPORTED ORGANIZATION OR AN EXISTING ORGANIZATION DID NOT REQUIRE FUNDS FOR 2016. THE ORGANIZATIONS LISTED ON SCHEDULE I CHANGE DEPENDING ON THE FUNDING NEEDS OF THE SUPPORTED ORGANIZATION FOR THE TAX YEAR. THE BOARD OF DIRECTORS HAVE THE AUTHORITY TO APPROVE ALL ADDITIONS AND SUBSTITUTIONS, AND THESE ACTIONS ARE APPROVED AT VARIOUS MEETINGS THROUGHOUT THE YEAR.
SCHEDULE A, PART IV, SECTION B, LINE 1HOW THE SUPPORTED ORGANIZATION OPERATES, SUPERVISES OR CONTROLS: THE SOLE MEMBERS OF THE BOARD OF MCKENNA HEALTH MANAGEMENT SERVE AS THE OFFICERS OF THE BOARD FOR THE SUPPORTING ORGANIZATION, AND THE TOP MANAGEMENT OFFICIAL OF MCKENNA HEALTH MANAGEMENT IS ALSO THE TOP MANAGEMENT OFFICIAL OF THE SUPPORTING ORGANIZATION. BY HAVING THESE INDIVIDUALS SERVE AS OFFICERS OF BOTH ORGANIZATIONS, MCKENNA HEALTH MANAGEMENT, THE SUPPORTED ORGANIZATION, EFFECTIVELY OPERATES AND SUPERVISES MCKENNA FOUNDATION, THE SUPPORTING ORGANIZATION.
SCHEDULE A, PART IV, SECTION B, LINE 2SUPPORTED ORGANIZATIONS THAT DO NOT CONTROL THE SUPPORTING ORGANIZATION: THE MISSION OF MCKENNA HEALTH MANAGEMENT, RECOGNIZED AS THE SUPPORTED ORGANIZATION THAT OPERATES, SUPERVISES AND CONTROLS MCKENNA FOUNDATION IS TO ADVANCE THE WELL-BEING OF THE NEW BRAUNFELS COMMUNITY. THE VARIOUS OTHER ORGANIZATIONS THAT RECEIVE SUPPORT FROM MCKENNA FOUNDATION, AS LISTED ON SCHEDULE I, PART II, DO NOT OPERATE, SUPERVISE OR CONTROL THE FOUNDATION. HOWEVER THESE OTHER ORGANIZATIONS WORK TOWARDS THE SAME PURPOSE AS MCKENNA HEALTH MANAGEMENT BY HELPING THE NEW BRAUNFELS COMMUNITY AS MENTIONED IN COLUMN (H) OF SCHEDULE I, PART II.

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Art Public Exhibition AmountsArtPublicExhibitionAmountsGrp
Held Works ArtHeldWorksArtGrp
CY Minus3 Yr Endwmt FundCYMinus3YrEndwmtFundGrp
CY Minus4 Yr Endwmt FundCYMinus4YrEndwmtFundGrp
LandLandGrp
BuildingsBuildingsGrp
Leasehold ImprovementsLeaseholdImprovementsGrp

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$38,045OtherCostOrOtherBasisAmt
Depreciation$38,045DepreciationAmt
FieldValueIRS element (for citing)
Other Land BuildingsOtherLandBuildingsGrp
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescDUE TO AFFILIATESDesc
Amt$5,355,289Amt
FieldValueIRS element (for citing)
Total Liability$5,355,289TotalLiabilityAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE D, PART X, LINE 2FormAndLineReferenceDesc
ExplanationASC 740 Footnote: Management has evaluated their income tax positions under the guidance included in ASC 740. Based on their review, management has not identified any material uncertain tax positions to be recorded or disclosed in the financial statements.ExplanationTxt

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp

FieldValueIRS element (for citing)
RegionCentral America and the CaribbeanRegionTxt
Type Of Activities ConductedInvestmentsTypeOfActivitiesConductedTxt
Region Total Expenditures$4,940,244RegionTotalExpendituresAmt
FieldValueIRS element (for citing)
Subtotal Spent$4,940,244SubtotalSpentAmt
Total Spent$4,940,244TotalSpentAmt
Transfer To Foreign CorpfalseTransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipYes (true)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (true)PassiveForeignInvestmestCoInd
Foreign PartnershipfalseForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (34 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
ANY BABY CAN
1619 E COMMON STNEW BRAUNFELSTX78130742684333501(C)(3)$20,000CASE MANAGEMENT
BIG BROTHERS BIG SISTERS OF COMALGUADALUPE COUNTI
202 BALTIMORE AVESAN ANTONIOTX78215741897630501(C)(3)$21,000WORKPLACE MENTORING
BULVERDE SENIOR CENTER
PO BOX 353BULVEREDETX78163742625611501(C)(3)$25,000SENIOR FOOD PANTRY
CASA OF CENTRAL TEXAS
1619 E COMMON STNEW BRAUNFELSTX78130742403373501(C)(3)$61,200CHILD ADVOCATES
CENTRAL TEXAS DISPUTE RESOLUTION CENTER
829 N LBJSAN MARCOSTX78666270509131501(C)(3)$20,000MEDIATION SERVICES
CHILDREN'S ADVOCACY CENTER OF COMAL COUNTY
111 E COMMERCENEW BRAUNFELSTX78131201100412501(C)(3)$75,750COUNSELING-CHILD ABUSE
COMAL COUNTY FAMILY VIOLENCE SHELTER
1547 E COMMON STNEW BRAUNFELSTX78130742440649501(C)(3)$55,150LEGACY ADVOCACY SVCS
COMAL COUNTY SENIOR CITIZENS' FOUNDATION
655 LANDA STNEW BRAUNFELSTX78130742330402501(C)(3)$50,000SENIOR WELLNESS SVCS
COMMUNITY ACTION OF CENTRAL TEXAS
PO BOX 748SAN MARCOSTX78667741541726501(C)(3)$30,000BREAST CANCER PRGM
FAMILY LIFE CENTER OF NEW BRAUNFELS
5513 IH 35 SOUTHNEW BRAUNFELSTX78130263725345501(C)(3)$35,000BENEVOLENT PROGRAM
FRIENDS OF CHRISTUS SANTA ROSA FOUNDATION
100 NE LOOP 410 SUITE 706SAN ANTONIOTX78216742723391501(C)(3)$45,520EVERY BABY MATTERS MISSION
UPBRINGLUTHERAN SOCIAL SERVICES OF THE SOUTH
8305 CROSS PARKAUSTINTX78754741109745501(C)(3)$35,000FAMILY INTERVENTION
NEW BRAUNFELS CHRISTIAN MINISTRIES
1659 S HWY 46W SUITE 114-405NEW BRAUNFELSTX78132262221231501(C)(3)$106,000HEALTHCARE
NEW BRAUNFELS DOOR OF HOPE COUNSELING
410 OAK RUN POINTNEW BRAUNFELSTX78132463708841501(C)(3)$15,000COUNSELING SERVICES
PETS ARE WONDERFUL SUPPORT DBA CANINE CLASSMATES
PO BOX 1381CANYON LAKETX78133263939497501(C)(3)$16,250PRE-K 5 READING PRGM
RIVER CITY ADVOCACY
145 LANDA STNEW BRAUNFELSTX78130743004101501(C)(3)$101,000COUNSELING/PEER SUPPORT
SAN ANTONIO FOOD BANK
5200 OLD HWY 90SAN ANTONIOTX78227742122979501(C)(3)$585,211FOOD PANTRY PROGRAM
ST JUDE'S RANCH FOR CHILDREN TEXAS REGION
652 OLD BEAR CREEK RDBULVERDETX78163742469139501(C)(3)$60,000TRUST RELATION INTERVENTION
STEPS
PO BOX 310266NEW BRAUNFELSTX78132453655862501(C)(3)$20,000LIFE COACH PROGRAM
TEXAS RAMP PROJECT
PO BOX 832065RICHARDSONTX75083331139484501(C)(3)$10,000DISABILITY RAMPS
COMAL COUNTY CHRISTIAN PRO-LIFE FOUNDATION
PO BOX 311314NEW BRAUNFELSTX78131742393875501(C)(3)$26,000CHILD PASSENGER SAFETY
NEW BRAUNFELS AREA COMMUNITY FOUNDATION
801 W SAN ANTONIO STNEW BRAUNFELSTX78130455342842501(C)(3)$30,500Disability ramps
NB HOUSING PARTNERS
801 W SAN ANTONIO STNEW BRAUNELSTX78130461955404501(C)(3)$1,000,000TRANSITIONAL HOUSING
SAN ANTONIO NONPROFIT COUNCIL
1150 N LOOP 1604 W SUITE 108-511SAN ANTONIOTX78248030485670501(C)(3)$25,000BIG GIVE SPONSORSHIP
FAMILY PROMISE
PO BOX 311866NEW BRAUNFELSTX78131800801136501(C)(3)$32,500Community outreach
YMCA OF GREATER SAN ANTONIO
3233 N ST MARYSSAN ANTONIOTX78212741109634501(C)(3)$11,000Workforce/employment
SALVATION ARMY OF COMAL COUNTY
617 S IH BUSINESS 35NEW BRAUNFELSTX78130580660607501(C)(3)$26,000SOCIAL SERVICES
HABITAT OFR HUMANITY OF COMAL COUNTY
PO BOX 310487NEW BRAUNFELSTX78131742667761501(C)(3)$48,000FORKLIFT & FANS
THE ABBA FUND DBA CHOSEN
351 MAIN PLAZANEW BRAUNFELSTX78130200742335501(C)(3)$25,000MENTORING PROGRAM
EDENHILL COMMUNITIES
631 LAKEVIEW BLVDNEW BRAUNFELSTX78130741143030501(C)(3)$7,500MEMORY CAFE
HOPE HOSPICE
611 N WALNUT AVENEW BRAUNFELSTX78130742314580501(C)(3)$10,426COMMUNITY OUTREACH
HOWARD PAYNE UNIVERSITY
PO BOX 2369BROWNWOODTX76804750800653501(C)(3)$31,000COMMUNITY OUTREACH
SOW HEALTHY COALITION
PO BOX 312231NEW BRAUNFELSTX78131061748373501(C)(3)$70,500SEXUAL ASSAULT RESPONSE TEAM
MCKENNA HEALTH MANAGEMENT
801 W SAN ANTONIO STNEW BRAUNFELSTX78130742844558501(C)(3)$845,238DONATED ROOM RENTAL & COMMUNITY OUTREACH
FieldValueIRS element (for citing)
Total501c3 Org34Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE I, PART I, LINE 2FormAndLineReferenceDesc
ExplanationORGANIZATION'S PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS: PERIODIC REPORTS ARE REQUIRED AND RECEIVED FROM NON PROFITS THAT HAVE RECEIVED MCKENNA FUNDING THAT PROVIDE INFORMATION ON HOW THE FUNDS ARE BEING USED. MORE INFORMATION RELATED TO OUR PROCEDURES CAN BE FOUND ON OUR WEBSITE.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonJERRY MAJORPersonNm
TitleCEOTitleTxt
Base Compensation Filing Org$0BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$143,128CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$813OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$0DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$8,100DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$0NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$1,319NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$0TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$153,360TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BDETAILED REVIEW OF THE FORM 990: THE ORGANIZATION ENGAGES AN OUTSIDE ACCOUNTING FIRM TO PREPARE FORM 990. ONCE PREPARED, A DRAFT OF THE FORM 990 IS PRESENTED TO THE MCKENNA AUDIT/FINANCE COMMITTEE FOR REVIEW AND RECOMMENDATION TO THE MCKENNA FOUNDATION BOARD FOR APPROVAL. FOLLOWING THE AUDIT/FINANCE COMMITTEE MEETING, THE FORM 990 IS THEN MADE AVAILABLE TO ALL MEMBERS OF THE BOARD. THE MCKENNA FOUNDATION BOARD APPROVES THE FORM 990 PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12CCOMPLIANCE WITH WRITTEN CONFLICT OF INTEREST POLICY: BOARD MEMBERS COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE ANNUALLY AT THE BEGINNING OF EACH YEAR. THE BOARD RESOLVES ANY CONFLICTS OF INTEREST, AS THEY ARISE, THROUGHOUT THE YEAR. IF A CONFLICT IS FOUND TO EXIST, THE MEMBER ABSTAINS FROM DISCUSSION AND VOTING. IT IS RECORDED IN THE MEETING MINUTES.
FORM 990, PART VI, SECTION B, LINE 15APROCESS FOR DETERMINING COMPENSATION: THE MCKENNA FOUNDATION BOARD DISCUSSES AND REVIEWS THE COMPENSATION FOR THE CEO BY REVIEWING COMPENSATION COMPARISONS FROM OTHER ORGANIZATIONS OF SIMILAR SIZE. IN ADDITION THE FOUNDATION BOARD RECEIVES A SALARY SURVEY FROM THE ASSOCIATION OF SMALL FOUNDATIONS THAT IS USED IN DETERMINING TOTAL COMPENSATION AND BENEFITS PAID TO THE CEO. THE REVIEW IS CONDUCTED ANNUALLY DURING THE EXECUTIVE SESSION, AND THE OUTCOME OF THE REVIEW IS DOCUMENTED IN THE CEO'S EMPLOYEE FILE.
FORM 990, PART VI, SECTION C, LINE 19GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC: ALL MCKENNA FOUNDATION GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
MCKENNA HEALTH MANAGEMENT
801 W SAN ANTONIO STNEW BRAUNFELSTX78130742844558MGMT SERVICESTX501(C)(3)10MCKENNA FDNYes (true)
MCKENNA MEMORIAL HOSPITAL
801 W SAN ANTONIO STNEW BRAUNFELSTX78130741191729HEALTH SVCTX501(C)(3)3MCKENNA FDNYes (true)

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1Charitable Trust (1)BusinessNameLine1Txt
FieldValueIRS element (for citing)
Primary ActivitiestrustPrimaryActivitiesTxt
Legal Domicile StateTXLegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1naBusinessNameLine1Txt
FieldValueIRS element (for citing)
Entity TypetrustEntityTypeTxt
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (true)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (true)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (true)TransferToOtherOrgInd
Transfer From Other OrgYes (true)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (5 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
MCKENNA HEALTH MANAGEMENT
B$845,238market value
McKenna Health Management
O$370,032market value
McKenna Health Management
P$213,844market value
MCKENNA HEALTH MANAGEMENT
R$1,731,976market value
MCKENNA HEALTH MANAGEMENT
S$564,657market value