2021-11-12T15:26:45-06:00 2020-12-31 850203431 REDW LLC 7425 Jefferson St NE Albuquerque NM 87109 990 2020-01-01 850206810 Presbyterian Medical Services PRES 5059825565 PO Box 2267 Santa Fe NM 875042267 Steven C Hansen President 5059825565 2021-11-11 1 Steven Hansen 999009999 Jamie S Fridley CPA P00380605 5059983200 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z Steven C Hansen 1422 Paseo De Peralta Santa Fe NM 87501 142696790 0 X www.pmsnm.org X 1969 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 1668 1000 6851 6851 42287352 46818183 68010796 88762922 158484 197735 3594318 4586728 114050950 140365568 0 0 0 0 77475942 77371502 59600 37600 138756 35322276 34169766 112857818 111578868 1193132 28786700 69895470 99294238 24668838 24720241 45226632 74573997 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 63037244 64269939 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 445,865 visits to 74,512 patients. 17700697 Children's programs, primarily Head Start and Early Head Start, provide childcare to children from birth to age 5. 556 children were served in Early Head Start and 657 were served in Head Start. 1374618 969945 Roundtree offers home-based early intervention for developmentally disabled at risk children. 516 clients throughout San Juan County received services from this program. 12648620 23523038 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. 12648620 23523038 94761179 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 1 136 0 1668 1 1 1 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 Member 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 456514 0 54776 Doug Smith Executive VP and Treasurer 40.00 X 360699 0 54006 Diane Martinez VP Human Resources and Adm 35.00 5.00 X 299732 0 40150 Don Daniel VP Business Devel & Sect 40.00 X 237498 0 34579 Kent Mosbrucker VP of Finance 40.00 X 261896 0 50832 Michael Renaud Physician 40.00 X 218302 0 46163 Maria Carmelita Go MD Physician 40.00 X 291535 0 16730 Santiago Ayala MD Physician 40.00 X 260843 0 31686 Linda Stogner MD Physician 40.00 X 305632 0 22390 Lenard Wager MD Physician 40.00 X 274809 0 32228 Andres Gensini MD Physician 40.00 X 327777 0 53958 John Sahs MD Physician 40.00 X 284983 0 33028 3580220 0 470526 108 0 1 0 Tri-Core Reference Lab PO Box 27935 Albuquerque NM 87125 Laboratory Services 878434 FASPSYC LLC 8687 E Vida De Ventura TE 310 Scottsdale AZ 85258 Staffing 468361 COMPHEALTH Medical Staffing PO Box 972651 Dallas TX 75397 Staffing 365486 WELLMED Networks INC PO Box 846032 Dallas TX 75284 Staffing 361759 Azara Healthcare 70 Blanchard Road Suite 401 Burlington MA 01803 IT Professional Services 349098 13 66033 46551827 200323 55930 46818183 Patient Services: Primary Care 621110 64269939 64269939 Patient Services: Other 621110 23523038 23523038 Patient Services: Rountree 621110 969945 969945 88762922 193865 193865 224395 116904 107491 107491 6851 100640 63433 59563 3870 3870 3870 32573 4492 28081 28081 6601419 2150263 4451156 4451156 140365568 93214078 6851 326456 2589011 2589011 62710544 55948908 6686789 74847 2125145 1981476 142219 1450 5882842 5038752 833477 10613 4063960 3500376 557539 6045 66406 23805 42601 159904 107865 52039 37600 37600 6784141 6018993 765148 309944 187296 122648 6618812 5895866 722946 6778725 4491819 2286906 1465231 1324625 140606 388178 288851 99327 680621 345916 334705 2847097 2475373 371724 859485 644887 214598 Bad Debt Expense 4459551 4459551 Network Claims Expense 736894 736894 Licenses, Dues, Subscri 650251 432508 217743 Equipment Rental & Main 586389 417771 168618 778137 439647 330289 8201 111578868 94761179 16678933 138756 9227794 16345702 14368757 35932045 7468384 7573707 375462 286590 969543 1086128 59661730 30893867 28989894 28767863 6043015 6550837 200000 257628 2252621 2493738 69895470 99294238 10864698 13768191 37022 40463 13629507 10722792 137611 188795 24668838 24720241 X 45226632 74573997 45226632 74573997 69895470 99294238 28786700 508229 52436 0 X 0 1 X 1 1 1 X 38238050 37506162 42128568 42287352 46818183 206978315 38238050 37506162 42128568 42287352 46818183 206978315 206978315 49599 34311 22505 165302 193865 465582 207443897 0.99780 0.99730 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4493759 4493759 40357915 20698122 19659793 1370024 463739 906285 7029211 5157109 1872102 6410821 4574897 1835924 28767863 POST RETIREMENT BENEFITS 188795 188795 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 2017. X X X X X X X 1 ROCKY MOUNTAIN GROUP PO BOX 2434 CORRALES NM 87048 GRANT WRITING 0 18154703 37600 18117103 18154703 37600 18117103 FESTIVAL OF TREES 32573 32573 4492 32573 32573 4492 4492 28081 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 455284 0 160 0 1070 0 0 28500 0 26276 456514 54776 0 0 Doug Smith Executive VP and Treasurer 322984 0 35160 0 2555 0 0 28500 0 25506 360699 54006 0 0 Diane Martinez VP Human Resources and Adm 297562 0 160 0 2010 0 0 28500 0 11650 299732 40150 0 0 Don Daniel VP Business Devel & Sect 235178 0 160 0 2160 0 0 23460 0 11119 237498 34579 0 0 Kent Mosbrucker VP of Finance 260504 0 160 0 1232 0 0 25984 0 24848 261896 50832 0 0 Michael Renaud Physician 216967 0 160 0 1175 0 0 21646 0 24517 218302 46163 0 0 Maria Carmelita Go MD Physician 286125 0 2910 0 2500 0 0 14486 0 2244 291535 16730 0 0 Santiago Ayala MD Physician 250549 0 7794 0 2500 0 0 13023 0 18663 260843 31686 0 0 Linda Stogner MD Physician 302772 0 860 0 2000 0 0 13856 0 8534 305632 22390 0 0 Lenard Wager MD Physician 271299 0 1010 0 2500 0 0 13474 0 18754 274809 32228 0 0 Andres Gensini MD Physician 316517 0 7824 0 3436 0 0 28500 0 25458 327777 53958 0 0 John Sahs MD Physician 282323 0 160 0 2500 0 0 14159 0 18869 284983 33028 0 0 X School Supplies 11775 55930 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 0 0 0 1 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0