2024-05-15T12:03:01-05:00 2023-12-31 850203431 REDW LLC 8801 Horizon Blvd NE Suite 401 Albuquerque NM 87113 990 2023-01-01 850206810 Presbyterian Medical Services PRES 5059825565 PO Box 2267 Santa Fe NM 875042267 Steven C Hansen President 5059825565 2024-05-13 1 Steven Hansen 999009999 1 Jamie S Fridley CPA P00380605 5059983200 2024-05-01 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z Steven C Hansen 1422 Paseo De Peralta Santa Fe NM 87501 134816619 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. 14 14 1731 0 32550 2075 52326702 51835838 82966701 75403930 442278 231124 2800551 2739246 138536232 130210138 0 0 0 0 85980239 89859790 0 0 0 41558890 45903525 127539129 135763315 10997103 -5553177 117264998 134953754 25072249 43717920 92192749 91235834 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 77923348 59871275 Out-patient community health care centers provide medical, dental, and behavioral health service throughout the state of New Mexico. 53 Health Centers in 19 counties provided 379,910 visits to 80,191 patients. 23264043 14319470 Children's programs, primarily Head Start and Early Head Start, provide childcare to children from birth to age 5. 572 children were served in Early Head Start and 500 were served in Head Start. 1257233 1213185 Roundtree offers home-based early intervention for developmentally disabled at risk children. 2,024 clients throughout San Juan County received services from this program. 12904705 2608014 12904705 2608014 115349329 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 146 0 1731 1 1 1 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NM X Denise Cantu 5052374020 PO Box 2267 Santa Fe NM 875042267 Franklin McCasland Board Chair 1.00 X 0 0 0 Susan Smith 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 Krutsky Member 1.00 X 0 0 0 Melissa Sharpe Member 1.00 X 0 0 0 Julie Casaus Member 1.00 X 0 0 0 Mike Antiporda Member 1.00 X 0 0 0 Hilda Kellar Member 1.00 X 0 0 0 Roberta Lee Member 1.00 X 0 0 0 Laura Jaramillo Member 1.00 X 0 0 0 Steven Hansen President & CEO 37.50 2.50 X 519644 0 52500 Doug Smith Executive VP and Treasurer 40.00 X 400410 0 5009 Diane Martinez VP Human Resources and Adm 35.00 5.00 X 359037 0 52500 Kent Mosbrucker VP of Finance 40.00 X 294532 0 24300 Don Daniel VP Business Devel & Sect 40.00 X 389903 0 23500 Maria Carmelita Go MD Physician 40.00 X 324221 0 26000 Santiago Ayala MD Physician 40.00 X 301200 0 0 Linda Stogner MD Physician 40.00 X 289791 0 9000 Lenard Wagner MD Physician 40.00 X 246421 0 25920 Andres Gensini MD VP Clinical Affairs 40.00 X 374622 0 22500 John Sahs MD Physician 40.00 X 344069 0 0 Patricia Rocha MD Physician 40.00 X 255939 0 0 4099789 0 241229 129 0 1 0 Locumsmart LLC PO Box 372 Cottontown TN 37048 Staffing 1560338 Roxana Raicu 2504 Camino Entrada Santa Fe NM 87507 Psychiatry 340710 FASPSYC LLC 8687 E Vida De Ventura TE 310 Scottsdale AZ 85258 Staffing 326375 Barton Associates PO Box 417844 Boston MA 02241 Staffing 322552 Alithya Ranzel LLC PO Box 845183 Boston MA 022845183 IT Professional Services 282045 19 31489 51767374 36975 51835838 Patient Services: Primary Care 621110 59871275 59871275 Patient Services: Other 621110 14319470 14319470 Patient Services: Rountree 621110 1213185 1213185 75403930 965761 965761 249512 114288 135224 135224 32550 102674 596758 687188 793314 1225269 -196556 -538081 -734637 -734637 34294 38286 -3992 -3992 5043338 2435324 2608014 2608014 130210138 78011944 32550 329806 2518457 2518457 71824301 62351432 9472869 2370999 2069846 301153 7523655 6570413 953242 5622378 4908250 714128 269141 244944 24197 154284 140272 14012 6888636 6048205 840431 83634 55360 28274 888353 852323 36030 9974273 6729943 3244330 5411095 5168278 242817 559768 559768 622241 411884 210357 251363 208631 42732 3834170 3453682 380488 1152883 821955 330928 UBIT -3389 -2243 -1146 Bad Debt Expense 7574621 7574621 Supplies & Drugs 5308357 5094451 213906 Misc. Expense, Safety, 1497777 1020007 477770 1436318 1067307 369011 135763315 115349329 20413986 0 9695027 6343780 20182372 17265802 232499 227084 1148790 1957245 100622594 39658595 42403989 60963999 41679169 46166912 257268 577268 1665884 1451664 117264998 134953754 13076954 13499623 622546 2650475 8766174 8510600 2606575 19057222 25072249 43717920 X 92192749 91235834 92192749 91235834 117264998 134953754 -5553177 4596262 0 X 0 1 X 1 1 1 X 42287352 46818183 46795272 52326702 51835838 240063347 42287352 46818183 46795272 52326702 51835838 240063347 240063347 165302 193865 257741 31122 965761 1613791 241677138 0.99330 0.99710 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3931221 3931221 52560090 24376106 28183984 1556676 603821 952855 20702086 13231892 7470194 21872521 1446776 20425745 60963999 POST RETIREMENT BENEFITS 73470 Lease Liability 18983752 19057222 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 2020. X X X X X X X FESTIVAL OF TREES 33517 33517 32017 1 777 777 6269 34294 34294 38286 38286 -3992 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 471344 0 47130 0 1170 0 52500 0 0 0 572144 0 0 0 Don Daniel VP Business Devel & Sect 304758 0 82085 0 3060 0 23500 0 0 0 413403 0 0 0 Diane Martinez VP Human Resources and Adm 298637 0 56050 0 4350 0 52500 0 0 0 411537 0 0 0 Doug Smith Executive VP and Treasurer 330098 0 68263 0 2049 0 5009 0 0 0 405419 0 0 0 Andres Gensini MD VP Clinical Affairs 344140 0 29621 0 861 0 22500 0 0 0 397122 0 0 0 Maria Carmelita Go MD Physician 289471 0 34750 0 0 0 26000 0 0 0 350221 0 0 0 John Sahs MD Physician 335609 0 8460 0 0 0 0 0 0 0 344069 0 0 0 Kent Mosbrucker VP of Finance 245037 0 46876 0 2619 0 24300 0 0 0 318832 0 0 0 Santiago Ayala MD Physician 293700 0 7500 0 0 0 0 0 0 0 301200 0 0 0 Linda Stogner MD Physician 282771 0 7020 0 0 0 9000 0 0 0 298791 0 0 0 Lenard Wagner MD Physician 246421 0 0 0 0 0 25920 0 0 0 272341 0 0 0 Patricia Rocha MD Physician 251843 0 4096 0 0 0 0 0 0 0 255939 0 0 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 0 0 0 1 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0