2022-03-03T14:39:44-06:00 2021-06-30 410746749 CLIFTONLARSONALLEN LLP 8390 EAST CRESCENT PARKWAY SUITE 300 GREENWOOD VILLAGE CO 80111 990 2020-07-01 850397444 SOUTHWEST CARE CENTER SOUT 5059898200 PO BOX 6880 SANTA FE NM 875026880 MICHAEL ADAMS CEO 5059898200 2022-03-01 1 MICHAEL ADAMS 999009999 SARAH HINTZ P00492291 3037795710 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z MICHAEL ADAMS PO BOX 6880 SANTA FE NM 875026880 55735539 0 X WWW.SOUTHWESTCARE.ORG X 1990 NM TO IMPROVE THE HEALTH OF PEOPLE LIVING IN THE CULTURALLY DIVERSE COMMUNITIES OF NORTHERN NEW MEXICO. 9 9 204 40 0 0 3067478 8106520 45628887 46892757 754112 285418 91661 104091 49542138 55388786 2028396 1914614 0 0 18759326 16285928 0 0 12687 29739851 30192349 50527573 48392891 -985435 6995895 19383835 21421534 8323777 2712991 11060058 18708543 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 43512794 1914614 46892757 SCC IS A NONPROFIT HEALTH CENTER LOCATED IN IN SANTA FE AND BERNALILLO COUNTIES OF NORTHERN NEW MEXICO, AND PRIMARILY SERVES THE DIVERSE COMMUNITY OF SANTA FE AND SURROUNDING AREAS. SCC HAS BEEN PROVIDING HIV/AIDS CARE AND PRIMARY MEDICAL SERVICES TO PATIENTS ACROSS THE LIFECYCLE FOR MORE THAN TWO DECADES. SERVICES INCLUDE A RANGE OF PREVENTIVE, CLINICAL, CHRONIC DISEASE, AND SPECIALTY SERVICES. MORE THAN HALF (53.9%) OF SERVICE AREA RESIDENTS ARE LOW-INCOME, LIVING AT OR BELOW 200% OF THE FEDERAL POVERTY GUIDELINE (FPG). SCC IS PASSIONATELY COMMITTED TO ENSURING THAT PATIENT ACCESS TO SERVICES IS EQUALLY APPLIED FOR ALL. FOR THOSE PATIENTS WITHOUT ANY KIND OF HEALTH INSURANCE, SUCH AS MEDICAID, MEDICARE AND PRIVATE INSURANCE, THE SLIDING FEE DISCOUNT PROGRAM (SFDP) IS SENSITIVELY ADMINISTERED TO ENSURE EQUAL ACCESS AND UNIFORMITY IN HOW IT IS APPLIED. SINCE ITS FOUNDING IN 1996 AS A CENTER OF EXCELLENCE FOR THE CARE AND TREATMENT OF PEOPLE LIVING WITH HIV, SCC HAS BEEN A TRUSTED SOURCE OF HEALTH CARE AND SUPPORT FOR SANTA FE AND ALBUQUERQUE'S LGBTQAI+ COMMUNITY. THROUGHOUT ITS HISTORY SCC HAS CHAMPIONED DIVERSITY, 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. 43512794 1 1 0 0 0 0 0 0 1 0 1 0 0 0 0 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 1 190 0 1 204 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 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 ESTHER SCHUMAN PHYSICIAN THRU 11/20 40.00 X 255743 0 24938 DAVID KING PHYSICIAN 40.00 X 246083 0 32699 JASON COBB PHYSICIAN THRU 12/20 40.00 X 212661 0 43060 JANET KIRK PHYSICIAN 40.00 X 250231 0 1542 DR SARAH FATLAND CMO THRU 10/20 50.00 X 207363 0 17871 JESSE GABRIEL PHYSICIAN 40.00 X 180457 0 17588 BRIANNA HARRAND PHARMACY DIRECTOR 40.00 X 170243 0 31070 JASON SANCHEZ CFO 50.00 X 160563 0 32158 KRISTINE DRUMMOND CEO THRU 02/21 60.00 X 125507 0 534 DR KEVIN LOPEZ CMO 50.00 X 77843 0 2550 MICHAEL ADAMS CEO 60.00 X 0 0 0 DREW LAMPRICH CO-CHAIR 1.00 X X 0 0 0 MARY VAN SICKLE CO-CHAIR 1.00 X X 0 0 0 JUANITA THORNE-CONNERTY VICE CHAIR & DIRECTOR THRU 04/20 1.00 X X 0 0 0 SALLY ANNE WAITE TREASURER 1.00 X X 0 0 0 ETHEL HESS SECRETARY 1.00 X X 0 0 0 LUIS CARRASCO DIRECTOR 1.00 X 0 0 0 MARCIA COOPER 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 RICHARD MARTINEZ DIRECTOR 1.00 X 0 0 0 DAVID RODRIQUEZ DIRECTOR 1.00 X 0 0 0 MARC TUPLER DIRECTOR 1.00 X 0 0 0 1886694 0 204010 35 0 1 0 WORKDAY INC 6110 STONEBRIDGE MALL ROAD PLEASANTON CA 94588 ACCOUNTING SOFTWARE & SERVICES 704844 ECLINICAL WORKS 2 TECHNOLOGY DRIVE WESTBOROUGH MA 01581 MEDICAL SOFTWARE & BILLING 457832 ATHENAHEALTH INC 311 ARSENAL STREET WATERTOWN MA 02472 MEDICAL SOFTWARE & BILLING 366775 CCB TECHNOLOGY INC 2823 CARLISLE AVENUE RACINE WI 53404 DATA HOSTING & SOFTWARE 195493 ACTIVE CYBER 5001 SPRING VALLEY ROAD 1155E DALLAS TX 75244 SOFTWARE IMPLEMENT. AND SUBSCRIP. SVS 115811 6 8010705 95815 8106520 PHARMACY SALES 621400 42558224 42558224 HEALTH CARE SERVICES 621400 4129718 4129718 MEDICAL RESEARCH 621400 204815 204815 46892757 42605 42605 562866 26700 326887 19866 235979 6834 242813 242813 MISCELLANEOUS INCOME 900099 104091 104091 104091 55388786 46892757 0 389509 1914614 1914614 967518 433226 526925 7367 11979608 10377292 1602316 297998 251550 46448 2090170 1873573 216597 950634 783055 167579 26678 26678 34906 34906 1535719 744777 790942 101452 1275 100177 518105 292935 225170 884322 572349 311973 812023 480164 331859 20360 8186 12174 87838 82518 5320 11751 11203 548 661453 452690 208763 276687 179597 97090 PHARMACEUTICALS 24863139 24863139 REPAIRS & MAINTENANCE 168887 117919 50968 STAFF EDUCATION 57888 35787 22101 MINOR EQUIPMENT 56175 51845 4330 74966 67618 7348 48392891 43512794 4867410 12687 6213949 7539319 308489 209550 266169 496555 3416058 3805226 607791 652615 675104 383628 7972161 3360041 5168960 4612120 2713046 3708252 14269 14269 19383835 21421534 3226559 2458899 4295501 0 801717 254092 8323777 2712991 X 11016427 18673072 43631 35471 11060058 18708543 19383835 21421534 6995895 652590 0 X X 0 1 X 1 1 1 X 2125120 2939445 2948699 3067478 8106520 19187262 35357372 40733329 41102490 45628887 46892757 209714835 57718 57718 37540210 43672774 44051189 48696365 54999277 228959815 0 0 0 228959815 119899 142129 151696 63130 42605 519459 119899 142129 151696 63130 42605 519459 15137 68265 60717 91661 104091 339871 37675246 43883168 44263602 48851156 55145973 229819145 0.99630 0.99570 0.00230 0.00240 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 331738 331738 0 100000 100000 5488374 2872962 2615412 768102 485609 282493 1615685 1470 1614215 4612120 X 56116760 652590 148710 15199 816499 55300261 34906 53619 88525 55388786 48460115 148710 148710 48311405 34906 46580 81486 48392891 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 IS STILL OWNED BY SANTA FE COUNTY AND IS RECORDED IN THE COUNTY'S BALANCE SHEET. PART X, LINE 2: 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 2D - OTHER ADJUSTMENTS: NET ASSETS RELEASED FROM RESTRICTION 15,199. PART XI, LINE 4B - OTHER ADJUSTMENTS: CONTRIBUTIONS WITH DONOR RESTRICTIONS 7,039. BAD DEBT EXPENSE 46,580. PART XII, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT EXPENSE 46,580. 1 RYAN WHITE PROGRAM ASSISTANCE 617 1119569 HOPWA 436 795045 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. X 1 1 X X X X 0 0 0 0 0 0 0 1 0 ESTHER SCHUMAN PHYSICIAN THRU 11/20 249118 0 6625 0 0 0 15669 0 9269 0 280681 0 0 0 DAVID KING PHYSICIAN 246033 0 50 0 0 0 12847 0 19852 0 278782 0 0 0 JASON COBB PHYSICIAN THRU 12/20 205928 0 6733 0 0 0 14960 0 28100 0 255721 0 0 0 JANET KIRK PHYSICIAN 250181 0 50 0 0 0 0 0 1542 0 251773 0 0 0 DR SARAH FATLAND CMO THRU 10/20 207363 0 0 0 0 0 16865 0 1006 0 225234 0 0 0 JESSE GABRIEL PHYSICIAN 180407 0 50 0 0 0 6842 0 10746 0 198045 0 0 0 BRIANNA HARRAND PHARMACY DIRECTOR 170193 0 50 0 0 0 11275 0 19795 0 201313 0 0 0 JASON SANCHEZ CFO 160513 0 50 0 0 0 4137 0 28021 0 192721 0 0 0 PART I, LINE 1A THE ORGANIZATION PROVIDES UP TO $45 PER MONTH FOR ALL EMPLOYEES ATTENDING A FITNESS CLUB. TO RECEIVE THE REIMBURSEMENT, THE EMPLOYEE MUST PROVE THAT THEY'RE ATTENDING AT LEAST 12 TIMES PER MONTH. THIS BENEFIT IS PROVIDED ON A REIMBURSEMENT BASIS AND IS NOT INCLUDED IN THE EMPLOYEE'S TAXABLE INCOME. 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 1 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 WILL BE PREPARED BY THE INTERNAL FINANCE DEPARTMENT, ROUTED THROUGH THE BOARD OF DIRECTOR'S FINANCE SUB-COMMITTEE AND FINALLY 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. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION'S FORM 990 IS AVAILABLE UPON REQUEST. IT CAN ALSO BE OBTAINED FROM THE NEW MEXICO ATTORNEY GENERAL'S WEBSITE OR AT WWW.GUIDESTAR.ORG. 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 OUR INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR.