Civic Intelligence

Mckenna Legacy Foundation

990 • Fiscal year 2013 • EIN 26-2011830

Jan 01, 2013 to Dec 31, 2013 • Filed on Aug 15, 2014

Organization ProfileWWW.MCKENNALEGACYFOUNDATION.ORG
801 West San Antonio StSuite78130

(830) 606-9500

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

19th percentile

0.06x

Higher debt load relative to assets than 19% of similar nonprofits.

2013 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2013

Liabilities / Revenue

83rd percentile

2.17x

Higher debt load relative to revenue than 83% of similar nonprofits.

2013 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2013

Net Margin

3rd percentile

-75%

Higher net margin than 3% of similar nonprofits.

2013 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2013

Top Officer Pay

12th percentile

$132,521

Higher top officer pay than 12% of similar nonprofits.

Top officer pay equals 6.2% of source-year revenue.

2013 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2013

Asset Growth

74th percentile

12%

Faster asset growth than 74% of similar nonprofits.

2013 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2011 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$74,592,174

Up $15,004,819 (+25%) from 2011

Net Assets

Up

$69,951,593

Up $11,743,233 (+20%) from 2011

Liabilities

Up

$4,640,581

Up $3,261,586 (+237%) from 2011

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin3rd percentile

Revenue

$2,139,659

No earlier filing loaded for comparison.

Expenses

Up

$3,744,097

Up $277,991 (+8.0%) from 2011

Net Income

-$1,604,438

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth74th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$100M$50M$0Assets 2010: $84,796,520Liabilities 2010: $2,209,558Net Assets 2010: $82,586,9622010Assets 2011: $59,587,355Liabilities 2011: $1,378,995Net Assets 2011: $58,208,3602011Assets 2013: $74,592,174Liabilities 2013: $4,640,581Net Assets 2013: $69,951,5932013Assets 2014: $75,372,464Liabilities 2014: $6,040,465Net Assets 2014: $69,331,9992014Assets 2015: $71,188,862Liabilities 2015: $6,254,926Net Assets 2015: $64,933,9362015Assets 2016: $71,235,931Liabilities 2016: $6,771,647Net Assets 2016: $64,464,2842016Assets 2017: $77,923,513Liabilities 2017: $7,275,353Net Assets 2017: $70,648,1602017Assets 2018: $70,442,909Liabilities 2018: $6,958,977Net Assets 2018: $63,483,9322018Assets 2019: $80,311,550Liabilities 2019: $7,635,154Net Assets 2019: $72,676,3962019Assets 2020: $82,934,973Liabilities 2020: $7,717,544Net Assets 2020: $75,217,4292020Assets 2021: $90,092,178Liabilities 2021: $8,063,049Net Assets 2021: $82,029,1292021Assets 2022: $77,737,402Liabilities 2022: $8,786,437Net Assets 2022: $68,950,9652022Assets 2023: $80,458,835Liabilities 2023: $7,070,482Net Assets 2023: $73,388,3532023Assets 2024: $83,569,052Liabilities 2024: $6,419,234Net Assets 2024: $77,149,8182024

Highlighted filing

2013

Assets$74,592,174
Liabilities$4,640,581
Net Assets$69,951,593
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0MExpenses 2010: $3,582,8412010Expenses 2011: $3,466,1062011Revenue 2013: $2,139,659Expenses 2013: $3,744,097Net Income 2013: -$1,604,4382013Revenue 2014: $2,709,993Expenses 2014: $3,570,973Net Income 2014: -$860,9802014Revenue 2015: $6,455,993Expenses 2015: $3,502,823Net Income 2015: $2,953,1702015Revenue 2016: $2,133,925Expenses 2016: $4,598,547Net Income 2016: -$2,464,6222016Revenue 2017: $2,576,858Expenses 2017: $3,757,721Net Income 2017: -$1,180,8632017Revenue 2018: $4,831,886Expenses 2018: $3,196,968Net Income 2018: $1,634,9182018Revenue 2019: $3,270,891Expenses 2019: $3,693,263Net Income 2019: -$422,3722019Revenue 2020: $3,666,667Expenses 2020: $4,032,407Net Income 2020: -$365,7402020Revenue 2021: $4,447,596Expenses 2021: $4,311,995Net Income 2021: $135,6012021Revenue 2022: $3,123,800Expenses 2022: $3,426,934Net Income 2022: -$303,1342022Revenue 2023: $4,238,135Expenses 2023: $3,602,858Net Income 2023: $635,2772023Revenue 2024: $3,614,634Expenses 2024: $2,735,412Net Income 2024: $879,2222024

Highlighted filing

2013

Revenue$2,139,659
Expenses$3,744,097
Net Income-$1,604,438
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Aug 15, 2014
Return Version
2013v3.1
Gross Receipts
$2,139,659
Mission and Program Overview

Mission

Mckenna foundation actively provides services to enhance the health and well-being of the greater new barunfels community, serving as a partner and resource to others who share our goals-now and for future generations.

The mission of mckenna foundation is to advance the well-being of the new braunfels community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$63,485,380$72,131,502▲ $8,646,122
Pledges and Grants Receivable$3,945,147$2,000,000▼ $1,945,147
Cash and Non-Interest-Bearing Accounts$146,677$225,089▲ $78,412
Savings and Temporary Cash Investments$0$190,496▲ $190,496
Prepaid Expenses and Deferred Charges$3,780$45,087▲ $41,307
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$67,580,984$74,592,174▲ $7,011,190
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$2,659,097$3,638,138▲ $979,041
Grants Payable$330,000$1,002,213▲ $672,213
Accounts Payable and Accrued Expenses$1,521$230▼ $1,291
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$2,990,618$4,640,581▲ $1,649,963
Net Assets / Fund Balance
Unrestricted Net Assets$62,300,349$67,513,007▲ $5,212,658
Permanently Rstr Net Assets$2,290,017$2,248,090▼ $41,927
Temporarily Rstr Net Assets$0$190,496▲ $190,496
Total Net Assets Fund Balance$64,590,366$69,951,593▲ $5,361,227
Total Liabilities and Net Assets / Fund Balance$67,580,984$74,592,174▲ $7,011,190

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$38,045$38,045
Compensation and Service Providers
Top Officer Pay12th percentile

Employees

NameTitleOtherTotal
Wes StuddardMember$132,521$132,521

Board Members and Trustees

NameTitle
Bill Van KleefChair
Michael SpainVice Chair
Jerry MajorCEO
Dr David StarchMember
Jeff AlbrechtMember
Judge Dib WaldripMember
Laura PintoMember
Mario LunaMember
Patty ToneyMember
Randy VanstoryMember
Jim WessonSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$2,139,659
Other Revenue
$0
Change in Net Assets
$-1,604,438

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,331,688
Revenue Not Reported on Financial Statements
$807,971
Revenue Not Reported on Form 990
$6,965,665
Other Revenue Adjustments
$663,417
Total Revenue per Audited Statements
$8,297,353
Total Revenue per Form 990
$2,139,659
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$3,036,499
Salaries, Compensation, and Employee Benefits$393,990
Other Expenses$313,608
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$3,036,499--$3,036,499
Other Salaries and Wages$100,434$262,512-$362,946
Fees for Service Investment Mgmnt Fees-$229,854-$229,854
Fees for Services Other-$83,360-$83,360
Insurance$42,337--$42,337
Other Employee Benefits$31,044--$31,044
Office Expenses$20,643--$20,643
Occupancy$8,412--$8,412
Conferences and Meetings$5,326--$5,326
Advertising$5,160--$5,160
Other Expenses$668$0$0$668
Travel$417--$417
Information Technology$305--$305
Fees for Services Legal-$-85,330-$-85,330
Total Functional Expenses$3,253,701$490,396$0$3,744,097

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$3,744,097
Expenses per Audited Statements$2,936,126
Total Expenses per Audited Statements$2,936,126
Expenses Not Reported on Financial Statements$807,971
Other Expense Adjustments$663,417
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
74-2844558-501(c)3Community outreach$663,417
74-2060965-501(c)3Mobile healthcare$251,500
74-2844558-501(c)3Donated Room Rental$211,383
45-5342842-501(c)3Community Foundation$175,402
74-2122979-501(c)3Food pantry$112,000
80-0801136-501(c)3Homelessness assistance$100,000
46-1955404-501(c)3Transitional living facility$97,245
74-2653402-501(c)3School based social services$79,000
26-2221231-501(c)3Healthcare$66,200
74-2469139-501(c)3Teacher specialists$50,000
74-2440649-501(c)3Legal advocacy services$50,000
74-2330402-501(c)3Senior citizen services$46,500
58-0660607-501(c)3Social services$42,000
74-1787031-501(c)3Indigent healthcare$39,000
26-2221231-501(c)3After School Program$35,000
74-2312511-501(c)3Counseling$30,000
74-2179169-501(c)3Shelter & counseling$22,907
74-3004101-501(c)3Mental health$21,000
26-3725345-501(c)3Crisis assistance$21,000
45-3655862-501(c)3Life coaching$20,046
20-1100412-501(c)3Forensic interviews$19,000
74-2786561-501(c)3Crisis assistance$18,000
74-2723391-501(c)3Every Baby Matters$16,000
57-1148206-501(c)3Crisis assistance$15,000
74-1109745-501(c)3Therapeutic program$15,000
74-1897630-501(c)3Mentoring program$13,500
74-2625611-501(c)3Senior citizen services$10,725
33-1139484-501(c)3Disability ramps$10,000
30-0379652-501(c)3Conservation$10,000
74-2393875-501(c)3STI testing$9,250
73-1697842-501(c)3Nutrition program$9,000
74-6003684-501(c)3Women in Crisis$9,000
74-1541726-501(c)3Breast & cervical cancer support$9,000
74-1339051-501(c)3Visually impaired assistance$9,000
74-2667761-501(c)3Housing$7,200
75-0800653-501(c)3Education$6,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Affiliates$3,638,138
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Question 11B

“Detailed 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. The mckenna foundation board approves the form 990 prior to filing.”

Form 990, Part VI, Section B, Question 12C

“Compliance 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.”

Form 990, Part VI, Section C, Question 19

“GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC All McKenna Foundation governing documents, policies and financial statements are available to the public upon request.”

Form 990, Part VI, Question 15A

“Process 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.”

Filing and Contact Details

Filer

EIN
26-2011830
In Care Of
% JERRY MAJOR
Phone
8306069500

Signing Officer

Name
Jerry Major
Title
CEO
Phone
8306069500
Signed
2014-08-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jerry Major
Formed
2008
Legal Domicile
TX
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
11

Preparer

Preparer
M P Gerich
Phone
7134994600
Supplemental Narrative

Financial Statement Notes

Schedule D, Part X, Line 2

“Fin 48 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.”

Schedule D, Part XI, Line 4B

“Reconciliation of revenue per audited f/s to return revenue on return not on books: donations offsetting audit revenue $ 663,417”

Schedule D, Part XII, Line 4B

“Reconciliation of expenses per audited f/s to return expenses on return not on books: donations offsetting audit revenue $ 663,417”

Raw XML AppendixShowing 400 of 838 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt0305
IRS990/InformationTechnologyGrp/TotalAmt0305
IRS990/InsuranceGrp/ProgramServicesAmt042337
IRS990/InsuranceGrp/TotalAmt042337
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt02139659
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02139659
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt063485380
IRS990/InvestmentsPubTradedSecGrp/EOYAmt072131502
IRS990/IRPDocumentCnt06
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt038045
IRS990/LandBldgEquipCostOrOtherBssAmt038045
IRS990/LegalDomicileStateCd0TX
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0The mission of McKenna is to advance the well-being of the New Braunfels community. McKenna will be 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, now and for future generations.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt064590366
IRS990/NetAssetsOrFundBalancesEOYAmt069951593
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt06965665
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt08412
IRS990/OccupancyGrp/TotalAmt08412
IRS990/OfficeExpensesGrp/ProgramServicesAmt020643
IRS990/OfficeExpensesGrp/TotalAmt020643
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt031044
IRS990/OtherEmployeeBenefitsGrp/TotalAmt031044
IRS990/OtherExpensesGrp/Desc0DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc1OTHER EXPENSE
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ProgramServicesAmt02456
IRS990/OtherExpensesGrp/ProgramServicesAmt1668
IRS990/OtherExpensesGrp/TotalAmt02456
IRS990/OtherExpensesGrp/TotalAmt1668
IRS990/OtherLiabilitiesGrp/BOYAmt02659097
IRS990/OtherLiabilitiesGrp/EOYAmt03638138
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0262512
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0100434
IRS990/OtherSalariesAndWagesGrp/TotalAmt0362946
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt02290017
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt02248090
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt03945147
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt02000000
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt03780
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt045087
IRS990/PrincipalOfficerNm0JERRY MAJOR
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt01941885
IRS990/PYInvestmentIncomeAmt01891347
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0666371
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-1144368
IRS990/PYSalariesCompEmpBnftPaidAmt0427459
IRS990/PYTotalExpensesAmt03035715
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01891347
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-1604438
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0true
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt00
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0190496
IRS990ScheduleA/CertificationInd0X
IRS990ScheduleA/Contribution35ControlledInd0false
IRS990ScheduleA/ContributionControllerInd0false
IRS990ScheduleA/ContributionFamilyInd0false
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0742844558
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0874800
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10MCKENNA HEALTH MANAGEMENT
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd0true
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0874800
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/DepreciationAmt038045
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt038045
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0807971
IRS990ScheduleD/ExpensesSubtotalAmt02936126
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0144554
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0144554
IRS990ScheduleD/NetUnrealizedGainsInvstAmt06965665
IRS990ScheduleD/OtherExpensesNotIncludedAmt0663417
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt03638138
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO AFFILIATES
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0663417
IRS990ScheduleD/RevenueNotReportedAmt06965665
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0807971
IRS990ScheduleD/RevenueSubtotalAmt01331688
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0FIN 48 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.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1RECONCILIATION OF REVENUE PER AUDITED F/S TO RETURN REVENUE ON RETURN NOT ON BOOKS: DONATIONS OFFSETTING AUDIT REVENUE $ 663,417
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2RECONCILIATION OF EXPENSES PER AUDITED F/S TO RETURN EXPENSES ON RETURN NOT ON BOOKS: DONATIONS OFFSETTING AUDIT REVENUE $ 663,417
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PART X, LINE 2
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PART XI, LINE 4B
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2SCHEDULE D, PART XII, LINE 4B
IRS990ScheduleD/TotalExpensesPerForm990Amt03744097
IRS990ScheduleD/TotalLiabilityAmt03638138
IRS990ScheduleD/TotalRevenuePerForm990Amt02139659
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt08297353
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02936126
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt079000
IRS990ScheduleI/RecipientTable/CashGrantAmt1112000
IRS990ScheduleI/RecipientTable/CashGrantAmt2175402
IRS990ScheduleI/RecipientTable/CashGrantAmt397245
IRS990ScheduleI/RecipientTable/CashGrantAmt49250
IRS990ScheduleI/RecipientTable/CashGrantAmt510000
IRS990ScheduleI/RecipientTable/CashGrantAmt620046
IRS990ScheduleI/RecipientTable/CashGrantAmt750000
IRS990ScheduleI/RecipientTable/CashGrantAmt866200
IRS990ScheduleI/RecipientTable/CashGrantAmt950000
IRS990ScheduleI/RecipientTable/CashGrantAmt1046500
IRS990ScheduleI/RecipientTable/CashGrantAmt11100000
IRS990ScheduleI/RecipientTable/CashGrantAmt12251500
IRS990ScheduleI/RecipientTable/CashGrantAmt1342000
IRS990ScheduleI/RecipientTable/CashGrantAmt1439000
IRS990ScheduleI/RecipientTable/CashGrantAmt1521000
IRS990ScheduleI/RecipientTable/CashGrantAmt1622907
IRS990ScheduleI/RecipientTable/CashGrantAmt1719000
IRS990ScheduleI/RecipientTable/CashGrantAmt1815000
IRS990ScheduleI/RecipientTable/CashGrantAmt199000
IRS990ScheduleI/RecipientTable/CashGrantAmt209000
IRS990ScheduleI/RecipientTable/CashGrantAmt217200
IRS990ScheduleI/RecipientTable/CashGrantAmt2216000
IRS990ScheduleI/RecipientTable/CashGrantAmt2313500
IRS990ScheduleI/RecipientTable/CashGrantAmt2415000
IRS990ScheduleI/RecipientTable/CashGrantAmt2510725
IRS990ScheduleI/RecipientTable/CashGrantAmt266000
IRS990ScheduleI/RecipientTable/CashGrantAmt279000
IRS990ScheduleI/RecipientTable/CashGrantAmt2810000
IRS990ScheduleI/RecipientTable/CashGrantAmt2930000
IRS990ScheduleI/RecipientTable/CashGrantAmt3018000
IRS990ScheduleI/RecipientTable/CashGrantAmt3121000
IRS990ScheduleI/RecipientTable/CashGrantAmt329000
IRS990ScheduleI/RecipientTable/CashGrantAmt33663417
IRS990ScheduleI/RecipientTable/CashGrantAmt3435000
IRS990ScheduleI/RecipientTable/CashGrantAmt35211383
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)3
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(c)3
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(c)3
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501(c)3
IRS990ScheduleI/RecipientTable/IRCSectionDesc4501(c)3
IRS990ScheduleI/RecipientTable/IRCSectionDesc5501(c)3
IRS990ScheduleI/RecipientTable/IRCSectionDesc6501(c)3
IRS990ScheduleI/RecipientTable/IRCSectionDesc7501(c)3
IRS990ScheduleI/RecipientTable/IRCSectionDesc8501(c)3
IRS990ScheduleI/RecipientTable/IRCSectionDesc9501(c)3
IRS990ScheduleI/RecipientTable/IRCSectionDesc10501(c)3
IRS990ScheduleI/RecipientTable/IRCSectionDesc11501(c)3
IRS990ScheduleI/RecipientTable/IRCSectionDesc12501(c)3
IRS990ScheduleI/RecipientTable/IRCSectionDesc13501(c)3
IRS990ScheduleI/RecipientTable/IRCSectionDesc14501(c)3
IRS990ScheduleI/RecipientTable/IRCSectionDesc15501(c)3
IRS990ScheduleI/RecipientTable/IRCSectionDesc16501(c)3
IRS990ScheduleI/RecipientTable/IRCSectionDesc17501(c)3
IRS990ScheduleI/RecipientTable/IRCSectionDesc18501(c)3
IRS990ScheduleI/RecipientTable/IRCSectionDesc19501(c)3

Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$74,592,174
Liabilities
$4,640,581
Net assets
$69,951,593
Revenue
$2,139,659
Expenses
$3,744,097
Net income
-$1,604,438
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$83.6$6.42$77.1$3.61$2.74$0.88
2023Detailed filing. Detailed filing data is available for this year.$80.5$7.07$73.4$4.24$3.60$0.64
2022Detailed filing. Detailed filing data is available for this year.$77.7$8.79$69.0$3.12$3.43$0.30
2021Detailed filing. Detailed filing data is available for this year.$90.1$8.06$82.0$4.45$4.31$0.14
2020Detailed filing. Detailed filing data is available for this year.$82.9$7.72$75.2$3.67$4.03$0.37
2019Detailed filing. Detailed filing data is available for this year.$80.3$7.64$72.7$3.27$3.69$0.42
2018Detailed filing. Detailed filing data is available for this year.$70.4$6.96$63.5$4.83$3.20$1.63
2017Detailed filing. Detailed filing data is available for this year.$77.9$7.28$70.6$2.58$3.76$1.18
2016Detailed filing. Detailed filing data is available for this year.$71.2$6.77$64.5$2.13$4.60$2.46
2015Detailed filing. Detailed filing data is available for this year.$71.2$6.25$64.9$6.46$3.50$2.95
2014Detailed filing. Detailed filing data is available for this year.$75.4$6.04$69.3$2.71$3.57$0.86
2013Detailed filing. Detailed filing data is available for this year.$74.6$4.64$70.0$2.14$3.74$1.60
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$59.6$1.38$58.2$3.47
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$84.8$2.21$82.6$3.58