2020-07-14T15:38:20-05:00 2019-06-30 410746749 CLIFTONLARSONALLEN LLP 10700 NORTHUP WAY SUITE 200 BELLEVUE WA 98004 990 2018-07-01 850397444 SOUTHWEST CARE CENTER SOUT 5059898200 PO BOX 6880 SANTA FE NM 875026880 KRISTINE DRUMMOND CEO 5059898200 2020-07-13 1 KURT BENNION CPA P01469618 4252506100 2020-07-13 67.137.57.251 2020-07-13 17:57:15 PD P D73E359738BDAD79C2EC8539ABD5DE3741BC0024 18C6E0845578268445159EE3FC712DACCB5F4F97 2018 2021-01-29 14:40:06Z KRISTINE DRUMMOND PO BOX 6880 SANTA FE NM 875026880 47691572 0 X WWW.SOUTHWESTCARE.ORG X 1990 NM TO IMPROVE THE HEALTH OF PEOPLE LIVING IN THE CULTURALLY DIVERSE COMMUNITIES OF NORTHERN NEW MEXICO. 11 11 235 50 0 0 2939445 2948699 40733329 41102490 349554 766061 44427 -1475 44066755 44815775 1722962 1617965 0 0 15745860 18566026 0 0 6112 26157090 28384130 43625912 48568121 440843 -3752346 19618831 16070957 3140982 3485048 16477849 12585909 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 42752900 1617965 41102490 SOUTHWEST CARE CENTER PROVIDES COMPREHENSIVE CARE, RESEARCH, EDUCATION, PREVENTION AND SUPPORT FOR SERVICES TO PEOPLE IN NEW MEXICO. 42752900 1 1 0 0 0 0 0 0 1 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 197 0 235 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 11 11 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 MARY ANN SHAENING PHD PRESIDENT 1.00 X X 0 0 0 JUANITA THORNE-CONNERTY VICE PRESIDENT 1.00 X X 0 0 0 JIM COLOMBO TREASURER 1.00 X X 0 0 0 ROXANNE APPLE SECRETARY 1.00 X X 0 0 0 MARCIA COOPER DIRECTOR 1.00 X 0 0 0 DAVID GINSBERG DIRECTOR (THROUGH NOVEMBER 2018) 1.00 X 0 0 0 GREGG HARTNETT DIRECTOR 1.00 X 0 0 0 ETHEL HESS DIRECTOR 1.00 X 0 0 0 BERNIE LIEVING DIRECTOR 1.00 X 0 0 0 RICHARD MARTINEZ DIRECTOR 1.00 X 0 0 0 HAL SCHOLIN DIRECTOR (THROUGH APRIL 2019) 1.00 X 0 0 0 MARC TUPLER DIRECTOR 1.00 X 0 0 0 MARY VAN SICKLE DIRECTOR 1.00 X 0 0 0 JEFF THOMAS CEO 60.00 X 202420 0 29946 ERIC GARRISON CFO 50.00 X 147002 0 33502 DR SARAH FATLAND CMO 50.00 X 305705 0 11672 MARGARET MILLER CCO (THROUGH MAY 2019) 50.00 X 164568 0 9836 BRIANNA HARRAND PHARMACY DIRECTOR 40.00 X 153914 0 12613 LAURA DWYER PHYSICIAN 20.00 X 247926 0 13862 JAN KIRK PHYSICIAN 36.00 X 218526 0 35890 MICHAEL CHARTRAND PHYSICIAN 40.00 X 253835 0 19311 DAVID KING PHYSICIAN 40.00 X 225061 0 19886 JAMES ADAMS PHYSICIAN 40.00 X 231526 0 18253 2150483 0 204771 31 0 1 0 ECLINICAL 2 TECHNOLOGY DRIVE WESTBOROUGH MA 01581 MEDICAL SOFTWARE & BILLING 343800 WINDSTREAM PO BOX 9001013 LOUISVILLE KY 40290 INTERNET & PHONE SERVICES 252774 TRICORE REFERENCE LAB PO BOX 25267 ALBUQUERQUE NM 87125 LAB TESTING 157007 REDW PO BOX 93656 ALBUQUERQUE NM 87199 CONSULTING SERVICES 104414 GEBBS HEALTHCARE SOLUTIONS 4640 ADMIRALTY WAY STE 950 MARINA DEL RAY CA 90292 CONSULTING SERVICES 102658 5 81837 2838728 28134 2948699 PHARMACY SALES 621400 36678093 36678093 HEALTH CARE SERVICES 621400 3573992 3573992 MEDICAL RESEARCH 621400 850405 850405 41102490 151696 151696 3427970 2813605 614365 614365 614365 0 81837 62192 -62192 -62192 MISCELLANEOUS INCOME 900099 60717 60717 60717 44815775 41102490 0 764586 63846 63846 1554119 1554119 1092399 447777 644622 14232838 12491929 1740909 305066 273216 31850 1833640 1600965 232675 1102083 935672 166411 126181 7410 118771 58772 58772 1377278 365035 1012243 402633 28050 374583 694078 371279 322799 384972 92476 292496 687501 451658 235843 238951 193678 45273 25416 19304 6112 24198 14846 9352 789570 624958 164612 386175 385875 300 PHARMACEUTICALS 22174903 22174903 MINOR EQUIPMENT 307765 150419 157346 REPAIRS & MAINTENANCE 193382 174649 18733 MISCELLANEOUS 154243 44145 110098 358112 305995 52117 48568121 42752900 5809109 6112 2139676 535049 397787 220573 471003 220051 3465102 3530910 753509 729522 368753 499609 8980537 3576590 5286614 5403947 6722118 4917027 14269 14269 19618831 16070957 2749523 3137569 391459 347479 3140982 3485048 X 16310889 12540805 166960 45104 16477849 12585909 19618831 16070957 -3752346 -139594 0 X 0 1 X 1 1 1 X 5329219 2381404 2125120 2939445 2948699 15723887 30761716 38840104 35357372 40733329 41102490 186795011 63110 85205 57718 206033 36154045 41306713 37540210 43672774 44051189 202724931 0 0 0 202724931 41148 80952 119899 142129 151696 535824 41148 80952 119899 142129 151696 535824 120830 133437 15137 68265 60717 398386 36316023 41521102 37675246 43883168 44263602 203659141 0.99540 0.99590 0.00260 0.00220 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 473914 0 71088 402826 0 100000 100000 3733293 1004749 2728544 2305129 994354 1310775 1184117 610978 573139 1657998 966509 691489 5403947 X 44883187 -139594 148710 236948 246064 44637123 58772 119880 178652 44815775 48653271 148710 62192 210902 48442369 58772 66980 125752 48568121 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 174,756. FUNDRAISING EVENT EXPENSES 62,192. PART XI, LINE 4B - OTHER ADJUSTMENTS: TEMPORARILY RESTRICTED CONTRIBUTIONS 52,900. BAD DEBT EXPENSE 66,980. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES 62,192. PART XII, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT EXPENSE 66,980. A&C GALA 81837 81837 9078 32812 2000 18302 81837 81837 9078 32812 2000 18302 62192 -62192 1 SANTA FE COMMUNITY FOUNDATION 501 HALONA STREET SANTA FE NM 87505 850303044 501(C)(3) 15272 GALA SPONSORSHIP AND SUPPORT OF SANTA FE'S MIHO PROGRAM CASA Q PO BOX 36168 ALBUQUERQUE NM 87176 461245391 501(C)(3) 6000 SUPPORT THE LGBTQ YOUTH PROGRAM ASSISTANCE DOGS OF THE WEST PO BOX 31027 SANTA FE NM 87594 850431646 501(C)(3) 10000 SPONSOR A SANTA FE FIRE DEPARTMENT CANINE 3 0 RYAN WHITE PROGRAM ASSISTANCE 800 872862 HOPWA 275 681257 PART I, LINE 2: SOUTHWEST CARE CENTER PROVIDES SPONSORSHIPS AND CONTRIBUTIONS FOR OTHER ORGANIZATIONS' FUNDRAISING EVENTS. SOUTHWEST CARE CENTER DOES NOT MONITOR THE CHARITABLE USE OF THOSE AMOUNTS. SOUTHWEST CARE CENTER PROVIDES FINANCIAL ASSISTANCE TO INDIVIDUALS AS PART OF GOVERNMENT ASSISTANCE PROGRAMS. ALL ASSISTANCE IS PAID DIRECTLY TO THE BUSINESS THAT THE INDIVIDUAL OWES. AMOUNTS ARE NEVER GIVEN DIRECTLY TO THE INDIVIDUAL. X 1 1 X X X X X 0 0 0 0 0 0 0 0 0 JEFF THOMAS CEO 202420 0 0 0 0 0 5695 0 24251 0 232366 0 0 0 ERIC GARRISON CFO 147002 0 0 0 0 0 3171 0 30331 0 180504 0 0 0 DR SARAH FATLAND CMO 305705 0 0 0 0 0 10298 0 1374 0 317377 0 0 0 MARGARET MILLER CCO (THROUGH MAY 2019) 164568 0 0 0 0 0 6612 0 3224 0 174404 0 0 0 BRIANNA HARRAND PHARMACY DIRECTOR 153914 0 0 0 0 0 3707 0 8906 0 166527 0 0 0 LAURA DWYER PHYSICIAN 222926 0 25000 0 0 0 6632 0 7230 0 261788 0 0 0 JAN KIRK PHYSICIAN 193526 0 25000 0 0 0 8209 0 27681 0 254416 0 0 0 MICHAEL CHARTRAND PHYSICIAN 253835 0 0 0 0 0 10139 0 9172 0 273146 0 0 0 DAVID KING PHYSICIAN 225061 0 0 0 0 0 5220 0 14666 0 244947 0 0 0 JAMES ADAMS PHYSICIAN 231526 0 0 0 0 0 8065 0 10188 0 249779 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. 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 FORM 990 WAS REVIEWED BY THE CFO AND CEO, THEN REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS PRIOR TO FILING. 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 THE CEO'S COMPENSATION IS EVALUATED ANNUALLY BY THE BOARD OF DIRECTORS, USING A MARKET ANALYSIS PREPARED BY AN INDEPENDENT THIRD PARTY. THE OTHER OFFICERS AND KEY EMPLOYEES' COMPENSATION IS EVALUATED BY THE CEO, USING A MARKET ANALYSIS PREPARED BY AN INDEPENDENT THIRD PARTY. THE PROCESS IS CONTEMPORANEOUSLY DOCUMENTED. THE PROCESS LAST OCCURED IN AUGUST 2019. 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.