2020-07-13T14:36:11-05:00 2019-12-31 850203431 REDW LLC 7425 Jefferson St NE Albuquerque NM 87109 990 2019-01-01 850206810 Presbyterian Medical Services PRES 5059825565 PO Box 2267 Santa Fe NM 875042267 Steven C Hansen President 5059825565 2020-07-13 1 Jamie S Fridley CPA P00380605 5059983200 38.122.0.106 2020-07-13 13:32:09 MD P 3030C353BFFB75BE277789CF0C7AAB06F62B742B 2B00CCF20A787CFC84F7901647C1B27BE5706A80 2019 2020-09-22 18:59:49Z Steven C Hansen 1422 Paseo De Peralta Santa Fe NM 87501 115184138 0 X www.pmsnm.org X 1970 NM PRESBYTERIAN MEDICAL SERVICES DESIGNS AND DELIVERS QUALITY, INTEGRATED HEALTH, EDUCATION, AND HUMAN SERVICES IN RESPONSE TO IDENTIFIED COMMUNITY NEEDS OF THE MULTICULTURAL PEOPLE OF THE SOUTHWEST. 15 15 1840 1000 51364 24496 42128568 42287352 73890956 68010796 -53276 158484 1754803 3594318 117721051 114050950 0 0 0 0 77912718 77475942 55000 59600 164168 34234954 35322276 112202672 112857818 5518379 1193132 62515745 69895470 18929042 24668838 43586703 45226632 X PRESBYTERIAN MEDICAL SERVICES DESIGNS AND DELIVERS QUALITY, INTEGRATED HEALTH, EDUCATION, AND HUMAN SERVICES IN RESPONSE TO IDENTIFIED COMMUNITY NEEDS OF THE MULTICULTURAL PEOPLE OF THE SOUTHWEST. 0 0 63149815 60328881 Out-patient community health care centers provide medical, dental, and behavioral health service throughout the state of New Mexico. 49 Health Centers in 19 counties provided 450,084 visits to 82,916 patients. 18370281 Children's programs, primarily Head Start and Early Head Start, provide childcare to children from birth to age 5. 717 children were served in Early Head Start and 1,180 were served in Head Start. 1400262 1497333 Roundtree offers home-based early intervention for developmentally disabled at risk children. 665 clients throughout San Juan County received services from this program. 12749783 6184582 Other Program Services provided by Presbyterian Medical Services:1.) San Juan Residential Treatment Center provides shelter and substance abuse counseling to adolescents.2.) Project Shield is a comprehensive program for the disabled which provides a supported employment program.3.) TOTAH provides mental health and substance abuse counseling to the San Juan Native American population.4.) Senior Centers provide transportation, meals, and social servicesOther programs provide additional services related to healthcare, behavioral health, and substance abuse based on community need. 12749783 6184582 95670141 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 221 0 1840 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NM X Jennifer Forester 5059825565 PO Box 2267 Santa Fe NM 875042267 Susan Smith Board Chair 1.00 X 0 0 0 Keith Riddle Board Vice Chair 1.00 X 0 0 0 Anthony Armijo Finance Committee Chair 1.00 X 0 0 0 Patricia Collins Member 1.00 X 0 0 0 Franklin McCasland Member 1.00 X 0 0 0 Scott Michlin Member 1.00 X 0 0 0 Brian Romkey Member 1.00 X 0 0 0 Cynthia Rael Vigil Member 1.00 X 0 0 0 Marlene Waukazoo Member 1.00 X 0 0 0 Lillie Lewis Member 1.00 X 0 0 0 Anne Liley Member 1.00 X 0 0 0 Michelle Maes Member 1.00 X 0 0 0 Melissa Sharpe Member 1.00 X 0 0 0 Daniel Evans Member 1.00 X 0 0 0 Mario Atencio Member 1.00 X 0 0 0 Steven Hansen President & CEO 35.00 5.00 X 449400 0 54698 Doug Smith Executive VP and Treasurer 35.00 5.00 X 316040 0 53740 Diane Martinez VP Human Resources and Adm 39.00 1.00 X 287453 0 39732 Kent Mosbrucker VP of Finance 40.00 X 255102 0 25229 Don Daniel VP Business Devel & Sect 40.00 X 230071 0 34026 Andres Gensini MD Physician 40.00 X 282319 0 49357 Maria Carmelita Go MD Physician 40.00 X 279145 0 16125 Patricia Rocha MD Physician 40.00 X 251017 0 31316 Linda Stogner MD Physician 40.00 X 311057 0 22325 Lenard Wager MD Physician 40.00 X 247306 0 30146 John Sahs MD Physician 40.00 X 264426 0 31179 David Gonzales MD Former VP Clinical Affairs 40.00 X 350471 0 23777 3523807 0 411650 87 1 1 0 Tri-Core Reference Lab PO Box 27935 Albuquerque NM 87125 Laboratory Services 801594 Barton Associates 300 Jubilee Drive Peabody MA 01960 Contract Employees 415281 Lightbeam Health Solutions 222 W Las Colinas Blvd Suite 2200 Irving TX 75039 Software Consulting 408509 Insight Construction 3909 12th St NW Albuquerque NM 87107 Construction 377704 DKG & Associated Inc 6920 Huseman Pl SW ALbuquerque NM 87121 Construction 364372 21 54567 40404835 1827950 90744 42287352 Patient Services: Primary Care 621110 60328878 60328878 Patient Services: Other 621110 6184585 6184585 Patient Services: Rountree 621110 1497333 1497333 68010796 165302 165302 205426 50756 154670 154670 51364 103306 6818 -6818 -6818 -6818 167872 21823 146049 146049 4347390 1053791 3293599 3293599 114050950 71304395 51364 407839 2419226 2419226 60682218 54681810 5915452 84956 2101363 1906592 190531 4240 7101689 6001725 1094151 5813 5171446 4685221 482108 4117 77457 935 76522 143130 79787 63343 59600 59600 6612929 5905902 707027 343034 244568 98466 7641212 7130937 510275 6944871 3983889 2960982 1419083 1339209 79874 1286498 900383 386115 612308 199924 412384 2703948 2190908 513040 735804 571474 164330 Bad Debt Expense 3959592 3959592 Equipment Rental & Main 795807 635674 160133 Licenses, Dues, Subscri 723099 356245 366854 Recruitment and Relocat 374577 247683 126894 948927 647683 295802 5442 112857818 95670141 17023509 164168 13958058 9227794 15820016 14368757 7544281 7468384 279518 375462 856892 969543 57192444 28202550 22254439 28989894 6043015 200000 1802541 2252621 62515745 69895470 10639577 10864698 117663 37022 8123069 13629507 48733 137611 18929042 24668838 X 43586703 45226632 43586703 45226632 62515745 69895470 1193132 446797 0 X 0 1 X 1 1 1 X 37268141 38238050 37506162 42128568 42287352 197428273 37268141 38238050 37506162 42128568 42287352 197428273 197428273 118442 49599 34311 22505 165302 390159 148228 148228 197966660 0.99730 0.99550 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4493759 4493759 39904711 19272912 20631799 871500 408697 462803 6319566 4474004 1845562 5602908 4046937 1555971 28989894 POST RETIREMENT BENEFITS 137611 137611 X Part X, Line 2: PRESBYTERIAN MEDICAL SERVICES IS EXEMPT FROM STATE AND FEDERAL INCOME TAXES ON RELATED INCOME UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3). PMS IS CLASSIFIED AS OTHER THAN A PRIVATE FOUNDATION IN ACCORDANCE WITH US GAAP. THE COMPANY USES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTES TO ASSESS THE RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. MANAGEMENT BELIEVES THE COMPANY HAS TAKEN NO SIGNIFICANT UNCERTAIN TAX POSITIONS AND, THUS, HAS NOT ACCRUED FOR UNRECOGNIZED TAX BENEFITS. SHOULD THERE BE FUTURE RECOGNITION OF UNCERTAIN TAX POSITIONS, ANY RELATED INTEREST AND PENALTIES ACCRUED WOULD BE REPORTED AS AN OTHER OPERATING EXPENSE. PMS BELIEVES IT IS NO LONGER SUBJECT TO TAX EXAMINATIONS FOR YEARS PRIOR TO 2016. X X X X X X X 1 ROCKY MOUNTAIN GROUP PO BOX 2434 CORRALES NM 87048 GRANT WRITING 0 14155844 59600 14096244 14155844 59600 14096244 FESTIVAL OF TREES 79473 79473 21823 50th Anniversary 88000 88000 3 399 399 167872 167872 21823 21823 146049 Part I, Line 2B, Column (V): See amount in Column (V) Schedule G, Part 1, Line 3: Grant Writing is not applicable. X X X X X X 0 1 0 0 0 0 0 1 0 Steven Hansen President & CEO 448230 0 0 0 1170 0 28000 0 26698 0 504098 0 0 0 Doug Smith Executive VP and Treasurer 313109 0 0 0 2931 0 28000 0 25740 0 369780 0 0 0 Diane Martinez VP Human Resources and Adm 284993 0 0 0 2460 0 28000 0 11732 0 327185 0 0 0 Kent Mosbrucker VP of Finance 252618 0 0 0 2484 0 0 0 25229 0 280331 0 0 0 Don Daniel VP Business Devel & Sect 228113 0 0 0 1958 0 22750 0 11276 0 264097 0 0 0 Andres Gensini MD Physician 271061 0 8758 0 2500 0 28000 0 21357 0 331676 0 0 0 Maria Carmelita Go MD Physician 276301 0 0 0 2844 0 13923 0 2202 0 295270 0 0 0 Patricia Rocha MD Physician 239703 0 8814 0 2500 0 12462 0 18854 0 282333 0 0 0 Linda Stogner MD Physician 308807 0 0 0 2250 0 14000 0 8325 0 333382 0 0 0 Lenard Wager MD Physician 244806 0 0 0 2500 0 12202 0 17944 0 277452 0 0 0 John Sahs MD Physician 261926 0 0 0 2500 0 13157 0 18022 0 295605 0 0 0 David Gonzales MD Former VP Clinical Affairs 349209 0 0 0 1262 0 0 0 23777 0 374248 0 0 0 X School Supplies 19104 90744 Fair Market Value 0 1 0 Form 990, Part VI, Section B, line 11b THE PROCESS PMS FOLLOWS IS TO REVIEW, EXPLAIN, AND PROVIDE A COPY OF THE 990 TO THE BOARD AT THE BOARD MEETING PRIOR TO THE FILING DEADLINE. Form 990, Part VI, Section B, line 12c BOARD MEMBERS ARE REQUIRED TO COMPLETE ANNUAL CONFLICT OF INTEREST DISCLOSURE FORM WHICH OUTLINES THE BUSINESSES, FINANCIAL INTERESTS, POLITICAL INTERESTS AND ORGANIZATIONAL MEMBERSHIPS THAT COULD CREATE ACTUAL OR PERCEIVED CONFLICTS. PMS EXECUTIVE LEADERSHIP TEAM REVIEWS REGULARLY SUCH DISCLOSURE STATEMENTS TO ENSURE NO CONFLICTS OF INTERESTS ARE PRESENT. MEMBERS OF THE PMS BOARD ARE PROHIBITED FROM BEING EMPLOYED BY PMS. CHIEF LEGAL COUNSEL ATTENDS ALL BOARD MEETINGS AND MONITORS FOR ANY ACTION(S) WHICH COULD IMPLICATE THE CONFLICT OF INTEREST POLICY. Form 990, Part VI, Section B, line 15 THE BOARD OF DIRECTORS OF PRESBYTERIAN MEDICAL SERVICES ADOPTED A POLICY WHICH STATES IT IS THE POLICY OF PRESBYTERIAN MEDICAL SERVICES (PMS) BOARD OF DIRECTORS TO PROVIDE TOTAL COMPENSATION TO THE PMS PRESIDENT AND KEY EXECUTIVES WHICH WILL, TO THE EXTENT POSSIBLE (A) SERVE TO MAINTAIN A COMPETITIVE MARKET POSITION, (B) RECOGNIZE INDIVIDUAL PERFORMANCE AND (C) ADHERE TO APPLICABLE LAWS AND REGULATIONS IMPACTING EXECUTIVE COMPENSATION IN NON-PROFIT ORGANIZATIONS. METHODOLOGY: PMS OBTAINS FROM A QUALIFIED, INDEPENDENT EXECUTIVE COMPENSATION CONSULTANT(S) COMPETITIVE LABOR MARKET ANALYSES OF THE EXECUTIVES OF NATIONAL AND REGIONAL HEALTH CARE ORGANIZATIONS SIMILAR IN SIZE AND COMPLEXITY TO PRESBYTERIAN MEDIAL SERVICES. THE THREE SOURCES OF COMPETITIVE COMPENSATION DATA EXAMINED ARE (1) PUBLISHED HEALTH CARE AND NOT-FOR-PROFIT ORGANIZATION COMPENSATION AND BENEFITY SURVEYS, (2) PEER ORGANIZATION IRS FORM 990 FILINGS, AND (3) PUBLICLY TRADED COMPANIES OF SIMILAR SIZE AND INDUSTRY TO PMS. Form 990, Part VI, Section C, line 19 PMS MAKES ITS GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND CONFLICT OF INTEREST POLCY AVAILABLE TO THE PUBLIC UPON REQUEST. ANNUAL FILINGS FOR IRS FORM 990 ARE AVAILABLE TO THE PUBLIC VIA GUIDESTAR.ORG. IN ADDITION, PMS FILES ITS ORGANIZATION DOCUMENTS AND AUDITED FINANCIAL STATEMENTS WITH NUMEROUS STATE AND FEDERAL GOVERNMENT AGENCIES (E.G. NEW MEXICO DEPARTMENT OF HEALTH, UNITED STATES DEPARTMENT OF HEALTH AND HUMAN SERVICES) WHO, IN TURN, OFTEN MAKE SUCH FILINGS AVAILABLE TO THE PUBLIC. PRESBYTERIAN MEDICAL SERVICES FOUNDATION INC PO BOX 2267 SANTA FE NM 875042267 850435792 TO FACILIATE AND SUPPORT PROGRAMS OF PRESBYTERIAN MEDICAL SERVICES NM 501(c)(3) Line 12b, II PRESBYTERIAN MEDICAL SERVICES 0 STAUROLITE RESOURCES LLC 1422 PASEO DE PERALTA SANTA FE NM 87501 464157012 TO SUPPORT PRESBYTERIAN MEDICAL SERVICES WITH NEW MARKET TAX CREDITS NM 501(c)(3) Line 12d, III-O PRESBYTERIAN MEDICAL SERVICES 0 PARTNERS IN WELLNESS LLC PO BOX 2267 SANTA FE NM 875042267 263836947 Professional healthcare services; related adminstrative/managerial services. NM 501(c)(3) Line 10 RESBYTERIAN MEDICAL SERVICES 0 0 0 0 1 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0