2025-03-31T10:15:21-05:00 2024-06-30 410746749 CLIFTONLARSONALLEN LLP 8390 EAST CRESCENT PARKWAY SUITE 300 GREENWOOD VILLAGE CO 80111 990 2023-07-01 850397444 SOUTHWEST CARE CENTER SOUT 5059898200 PO BOX 6880 SANTA FE NM 875026880 MICHAEL ADAMS CEO 5059898200 2025-03-25 1 1 BECKY DETTMANN CPA P01408585 3037795710 2025-03-25 2023 2025-03-06 01:10:19Z MICHAEL ADAMS PO BOX 6880 SANTA FE NM 875026880 69376208 0 X WWW.SOUTHWESTCARE.ORG X 1990 NM TO IMPROVE THE HEALTH OF PEOPLE LIVING IN THE CULTURALLY DIVERSE COMMUNITIES OF NORTHERN NEW MEXICO. 12 12 219 12 0 0 3299487 3523623 56119926 61538307 38004 570622 90585 216836 59548002 65849388 1991527 2390172 0 0 15785508 15460627 0 0 0 37911096 42477645 55688131 60328444 3859871 5520944 30037796 39253134 3050077 5712119 26987719 33541015 X TO IMPROVE THE HEALTH OF PEOPLE LIVING IN THE CULTURALLY DIVERSE COMMUNITIES OF NORTHERN NEW MEXICO THROUGH ACCESS TO THE HIGHEST QUALITY HEALTH CARE, EDUCATION, RESEARCH AND ADVOCACY. 0 0 54645989 2390172 61538307 SOUTHWEST CARE CENTER (SCC) IS A NONPROFIT HEALTH CENTER BASED IN SANTA FE, SERVING PATIENTS FROM 4 LOCATIONS IN SANTA FE AND BERNALILLO COUNTIES. SINCE 1996, SCC HAS BEEN PROVIDING HIV/AIDS CARE AND PRIMARY MEDICAL SERVICES, INCLUDING A RANGE OF PREVENTIVE, CLINICAL, CHRONIC DISEASE, AND OTHER SERVICES. SCC SEES ALL PATIENTS, REGARDLESS OF ABILITY TO PAY, INCLUDING THOSE WITH MEDICARE, MEDICAID, COMMERCIAL COVERAGE, AND UNINSURED AND UNDERINSURED. MORE THAN HALF OF SERVICE AREA RESIDENTS ARE LOW-INCOME, LIVING AT OR BELOW 200% OF THE FEDERAL POVERTY GUIDELINE. FOR PATIENTS WITHOUT HEALTH INSURANCE, A SLIDING FEE DISCOUNT PROGRAM (SFDP) IS ADMINISTERED TO ENSURE EQUAL ACCESS AND UNIFORMITY. THROUGHOUT ITS HISTORY SCC HAS CHAMPIONED DIVERSITY, (CONTINUED ON SCHEDULE O)INCLUSION, AND RESPECT, CREATING A SAFE AND WELCOMING PLACE FOR A BROAD SPECTRUM OF PATIENTS, INCLUDING MANY WHO MIGHT FEEL UNCOMFORTABLE OR UNWELCOME IN MORE "TRADITIONAL" HEALTH CARE SETTINGS. THERE ARE FEW ALTERNATIVES FOR THESE PATIENTS, AND SCC ARE THE PREMIER PROVIDER OF LGBTQAI+ FRIENDLY HEALTHCARE IN SANTA FE AND NORTHERN NEW MEXICO. 54645989 1 1 0 0 0 0 0 0 1 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 181 0 1 219 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 0 0 NM X JASON SANCHEZ 5059898200 PO BOX 6880 SANTA FE NM 875026880 MICHAEL ADAMS CEO 60.00 X 329047 0 39314 DR KEVIN LOPEZ CMO 50.00 X 330137 0 22996 DR FAYNESSA HERNANDEZ PHYSICIAN 40.00 X 252314 0 25827 DR JANET KIRK PHYSICIAN 40.00 X 241990 0 35724 JASON SANCHEZ CFO 50.00 X 230931 0 28348 BRIANNA HARRAND PHARMACY DIRECTOR 40.00 X 192509 0 27007 DR VICTORIA CHEW PHYSICIAN 40.00 X 186148 0 24844 ERIC YOUNG CLINICAL PHARMACIST 40.00 X 164262 0 32547 JEREMY WESTERFIELD CLINICAL INFORMATICS DIRECTOR 40.00 X 171150 0 24598 KELLY PACE VP OF HUMAN RESOURCES 40.00 X 173575 0 9709 DREW LAMPRICH CHAIR 1.00 X X 0 0 0 ETHEL HESS VICE CHAIR 1.00 X X 0 0 0 JOHN KORMANIK TREASURER 1.00 X X 0 0 0 SALLY ANNE WAITE SECRETARY 1.00 X X 0 0 0 LUIS CARRASCO DIRECTOR 1.00 X 0 0 0 BRUCE HINRICHS DIRECTOR 1.00 X 0 0 0 ANDREA KAVANAUGH DIRECTOR 1.00 X 0 0 0 DAVID KEATING DIRECTOR 1.00 X 0 0 0 ELIZABETH KOCH DIRECTOR 1.00 X 0 0 0 DAVID RODRIQUEZ DIRECTOR 1.00 X 0 0 0 KIMBERLY ROMAN DIRECTOR 1.00 X 0 0 0 DOUG WEITZEL DIRECTOR 1.00 X 0 0 0 2272063 0 270914 31 0 1 0 ATHENAHEALTH INC 311 ARSENAL ST WATERTOWN MA 02472 MEDICAL SOFTWARE & BILLING 499746 WORKDAY INC 6110 STONEBRIDGE MALL RD PLEASANTON CA 94588 ACCOUNTING SOFTWARE & SERVICES 324938 CCB TECHNOLOGY INC 8411 CORPORATE DR MT PLEASANT WI 53406 TECH. HARDWARE AND CONSULTING SERVICES 303280 PIONEER RX PO BOX 53407 SHREVEPORT LA 71135 PHARMACEUTICAL ELECTRONIC RECORD SYSTEM 126649 SERVICEMASTER CLEAN ALBUQERQUE 4893 MCGRATH ST VENTURA CA 93003 CLEANING SERVICES 120550 6 3467986 55637 3523623 PHARMACY SALES 621400 56141703 56141703 HEALTH CARE SERVICES 621400 5396604 5396604 61538307 522231 522231 26315 0 26315 26315 26315 3575211 3526820 48391 48391 48391 MISCELLANEOUS INCOME 900099 190521 190521 190521 65849388 61538307 0 787458 2390172 2390172 1435300 408664 1026636 11138654 9617024 1521630 242441 208068 34373 1713052 1491033 222019 931180 735632 195548 11323 11323 54398 54398 80324 80324 1635854 1227081 408773 136385 136385 937546 787952 149594 1016073 365629 650444 521385 347077 174308 63572 28523 35049 41354 41354 683785 401206 282579 247224 135165 112059 PHARMACEUTICALS 34507386 34507386 PROGRAM SUPPLIES 1352804 1000569 352235 CLINIC SUPPLIES 802292 802124 168 DUES, SUBCRIPTIONS, AND 136105 95974 40131 249835 96710 153125 60328444 54645989 5682455 0 5297378 3725180 854416 739230 319019 242749 3833980 3876608 1040291 1177346 528063 431047 14724799 5233422 6446805 9491377 11655891 19527675 61953 41922 30037796 39253134 2946680 2894949 41444 226307 61953 2548942 0 41921 3050077 5712119 X 26987719 33541015 26987719 33541015 30037796 39253134 5520944 1032352 0 X X 0 1 X 1 1 1 X 3067478 8106520 4590105 3299487 3523623 22587213 45628887 46892757 49982981 56119926 61538307 260162858 48696365 54999277 54573086 59419413 65061930 282750071 0 0 0 282750071 63130 42605 94873 258164 548546 1007318 63130 42605 94873 258164 548546 1007318 91661 104091 129790 90585 190521 606648 48851156 55145973 54797749 59768162 65800997 284364037 0.99430 0.99590 0.00350 0.00230 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2019 AMOUNT: $ 91,661. 2020 AMOUNT: $ 104,091. 2021 AMOUNT: $ 129,790. 2022 AMOUNT: $ 90,585. 2023 AMOUNT: $ 190,521. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 331738 331738 0 0 1130000 1130000 10165250 3835648 6329602 1497888 270528 1227360 1931661 1127246 804415 9491377 OPERATING LEASE LIABILITY 41921 41921 X 66837102 1032352 123925 1156277 65680825 80324 88239 168563 65849388 60283806 123925 123925 60159881 80324 88239 168563 60328444 PART IV, LINE 1B: THE STATE OF NEW MEXICO GIVES ANNUAL APPROPRIATIONS TO ITS COUNTIES TO SPEND FOR SPECIFIC PURPOSES. AS PART OF THIS PROGRAM, SANTA FE COUNTY PURCHASED EQUIPMENT THAT IS BEING HELD AND USED BY SOUTHWEST CARE CENTER BUT THAT IS NOT RECORDED IN ITS BALANCE SHEET. THIS EQUIPMENT WAS OWNED BY SANTA FE COUNTY. DURING THE TAX YEAR SCC TOOK OWNERSHIP OF THE EQUIPMENT. THE EQUIPMENT WAS INCLUDED WITH A BUILDING PURCHASED FROM SANTE FE COUNTY. PART X, LINE 2: THE ORGANIZATION QUALIFIES AS A TAX-EXEMPT CORPORATION DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION IS NOT A PRIVATE FOUNDATION, AND CONTRIBUTIONS TO THE ORGANIZATION QUALIFY AS CHARITABLE TAX DEDUCTIONS BY THE CONTRIBUTOR. THE ORGANIZATION FOLLOWS GUIDANCE IN THE INCOME TAX STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCEARTAIN TAX POSITIONS. THE APPLICATION OF THIS STANDARD HAS NO EFFECT ON THE ORGANIZATION'S FINANCIAL STATEMENTS. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS OR AWARE OF ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR EXCISE OR OTHER TAXES. PART XI, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT EXPENSE 88,239. PART XII, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT EXPENSE 88,239. 1 RYAN WHITE PROGRAM ASSISTANCE 684 1250000 N/A N/A HOPWA 363 1140172 N/A N/A PART I, LINE 2: SCC MAINTAINS SPECIFIC GRANTS MANAGEMENT POLICIES AND PROCEDURES WHICH OUTLINE THE FISCAL, ADMINISTRATIVE AND OPERATIONAL OVERSIGHT PRACTICES FOR ALL AWARDED GRANTS. GRANTS APPLICATIONS ARE REVIEWED BY SCC LEADERSHIP TO ENSURE ALIGNMENT WITH THE MISSION AND VISION OF THE ORGANIZATION, ALONG WITH VALIDATING APPROPRIATE COST/BENEFIT IS CLEARLY UNDERSTOOD. 1 X X X X 0 0 0 0 0 0 0 1 0 MICHAEL ADAMS CEO 286135 0 42912 0 0 0 13457 0 25857 0 368361 0 0 0 DR KEVIN LOPEZ CMO 306888 0 23249 0 0 0 13287 0 9709 0 353133 0 0 0 DR FAYNESSA HERNANDEZ PHYSICIAN 226665 0 25649 0 0 0 0 0 25827 0 278141 0 0 0 DR JANET KIRK PHYSICIAN 234385 0 7605 0 0 0 9867 0 25857 0 277714 0 0 0 JASON SANCHEZ CFO 200149 0 30782 0 0 0 2491 0 25857 0 259279 0 0 0 BRIANNA HARRAND PHARMACY DIRECTOR 180548 0 11961 0 0 0 7854 0 19153 0 219516 0 0 0 DR VICTORIA CHEW PHYSICIAN 183792 0 2356 0 0 0 0 0 24844 0 210992 0 0 0 ERIC YOUNG CLINICAL PHARMACIST 163837 0 425 0 0 0 6170 0 26377 0 196809 0 0 0 JEREMY WESTERFIELD CLINICAL INFORMATICS DIRECTOR 156388 0 14762 0 0 0 5445 0 19153 0 195748 0 0 0 KELLY PACE VP OF HUMAN RESOURCES 151490 0 22085 0 0 0 0 0 9709 0 183284 0 0 0 PART I, LINE 7 BONUSES FOR CERTAIN INDIVIDUALS ARE CALCULATED AS A PERCENTAGE OF THEIR TOTAL SALARY FOR PRODUCTIVITY PERFORMANCE (VISITS PER HOUR) AND A SMALLER PERCENTAGE OF THEIR SALARY VIA BONUS FOR PARTICIPATING IN SCC TRAININGS, QUALITY PROGRAMS AND STAFF ENGAGEMENT ACTIVITIES. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE IS COMPRISED OF THE OFFICERS OF THE BOARD, WITH THE CEO PARTICIPATING AS A NONVOTING MEMBER. THE EXECUTIVE COMMITTEE ACTS FOR THE ORGANIZATION DURING THE INTERIM PERIODS BETWEEN BOARD MEETINGS, IN EMERGENCY SITUATIONS, AND ACTS CONSISTENT WITH BOARD POLICIES AND/OR DIRECTION. THE EXECUTIVE COMMITTEE CANNOT AMEND THE BYLAWS, ELECT OR REMOVE BOARD MEMBERS, HIRE OR FIRE THE CEO, APPROVE OR CHANGE THE BUDGET, OR MAKE MAJOR STRUCTURAL DECISIONS. ALL ACTIONS BY THE EXECUTIVE COMMITTEE ARE RATIFIED AT THE NEXT BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 11B THE 990 WAS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM WITH INFORMATION PROVIDED BY MANAGEMENT. THE INTERNAL FINANCE DEPARTMENT REVIEWS THEN THE RETURN IS ROUTED THROUGH THE BOARD OF DIRECTOR'S FINANCE SUB-COMMITTEE. FINALLY, THE RETURN IS APPROVED BY THE FULL SCC BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A CONFLICT OF INTEREST POLICY THAT APPLIES TO ALL BOARD MEMBERS, OFFICERS AND COMMITTEE MEMBERS WITH BOARD-DELEGATED POWERS. AN INDIVIDUAL WITH AN ACTUAL OR POSSIBLE CONFLICT DISCLOSES THAT FACT AND ALL MATERIAL FACTS TO THE BOARD OR COMMITTEE MEMBERS. AFTER DISCLOSURE, THAT INDIVIDUAL LEAVES THE MEETING WHILE ALL REMAINING BOARD OR COMMITTEE MEMBERS DETERMINE WHETHER A CONFLICT EXISTS. ASIDE FROM ANSWERING QUESTIONS AND PRESENTING FACTS, THE INTERESTED PERSON IS NOT PRESENT FOR DISCUSSIONS OR VOTES ON THE TRANSACTION. AFTER EVALUATING ALTERNATIVES THAT WOULD NOT INVOLVE A CONFLICT OF INTEREST, THE DISINTERESTED BOARD OR COMMITTEE MEMBERS VOTE ON WHETHER TO ENTER THE TRANSACTION. IF A PERSON FAILS TO DISCLOSE A CONFLICT OF INTEREST, THE BOARD OF COMMITTEE WILL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE MEASURES. EACH COVERED INDIVIDUAL COMPLETES AND SIGNS AN ANNUAL STATEMENT AGREEING TO FOLLOW THIS POLICY. FORM 990, PART VI, SECTION B, LINE 15A CEO COMPENSATION IS THE RESPONSIBILITY OF THE BOARD OF DIRECTORS. THIS IS DETERMINED THROUGH COMPENSATION ANALYSIS BY A THIRD PARTY FIRM HIRED SPECIFICALLY FOR THAT PURPOSE. ALL OTHER COMPENSATION IS MANAGED THROUGH THE HR DEPARTMENT WHICH CONDUCTS BI-ANNUAL MARKET REVIEWS. COMPENSATION ANALYSIS MAY ALSO BE CONDUCTED THROUGH A THIRD-PARTY FIRM, AS NEEDED. THIS PROCESS WAS LAST COMPLETED IN JANUARY OF 2025. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION'S FORM 990 IS AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATIONS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC. FORM 990, PART XII, LINE 2C: THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR.