2018-11-12T12:42:17-06:00 2017-12-31 850203431 REDW LLC Post Office Box 93656 Albuquerque NM 871993656 990 2017-01-01 850206810 Presbyterian Medical Services PRES 5059825565 PO Box 2267 Santa Fe NM 875042267 Steven C Hansen President 5059825565 2018-11-12 1 Jamie S Fridley CPA P00380605 5059983200 38.122.0.106 2018-11-12 10:44:14 MS P C144FD111C3BB337A349997945A6D79D8D4B5515 33B1572C60954C448F76446DBE54116261079878 2017 2019-02-21 02:37:17Z Steven C Hansen 1422 Paseo De Peralta Santa Fe NM 87501 109636464 0 X www.pmsnm.org X 1970 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 1803 1000 17007 6339 38246507 37506162 61187921 70031908 77072 -35774 390315 97360 99901815 107599656 0 0 0 0 68377004 73106556 50500 41000 167215 32686252 31475462 101113756 104623018 -1211941 2976638 56506238 57366673 21396737 19073281 35109501 38293392 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 63084599 54701034 Out-patient community health care centers provide medical, dental, and behavioral health service throughout the state of New Mexico. 50 Health Centers in 18 counties provided 433,831 visits to 78,209 patients. 15209278 Children's programs, primarily Headstart and Early Headstart, provide childcare to children from birth to age 5. 452 children were served in Early Headstart and 1,124 were served in Headstart. 5247753 3196366 Hospice provides care and comfort for people with terminal illness and their families. Homecare services provide aid to patients who are homebound. Hospice provided 13,171 days of care and Homecare made 12,319 home visits. 1012582 1053138 San Juan Residential Treatment Center provides shelter and substance abuse counseling to adolescents. 821669 941117 Project Shield is a comprehensive program for the disabled which provides a supported employment program. 1468009 1583505 Roundtree offers home-based early intervention for developmentally disabled and at-risk children. 242860 235537 Senior Centers provide transportation, meals, and social services 1738771 8321211 Other programs provide additional services related to healthcare, behavioral health, and substance abuse based on community need. 5283891 12134508 88825521 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 1 0 1 0 0 1 0 0 0 0 1 0 0 0 1 106 0 1803 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 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 Finance Committee Chair 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 Steven Hansen CEO 36.00 4.00 X 393737 0 39615 Doug Smith Executive VP and Treasurer 39.00 1.00 X 303882 0 42752 Diane Martinez VP Human Resources and Adm 39.00 1.00 X 264132 0 23606 Don Daniel VP Business Development an 39.00 1.00 X 220630 0 19545 Marc Welch VP Finance 40.00 X 231298 0 32770 David Gonzales MD VP Clinical Affairs 40.00 X 331071 0 40603 Clayton Smith MD Physician 40.00 X 285316 0 14137 Patricia Rocha MD Physician 40.00 X 269209 0 14787 Linda Stogner MD Physician 40.00 X 294492 0 14128 Rollin Oden MD Physician 40.00 X 291893 0 13592 Andres Gensini MD Physician 40.00 X 250436 0 23636 James Riebsomer Former President 0.00 X 406567 0 0 3542663 0 279171 79 1 1 0 Insight Construction 12th St NW Albuquerque NM 87107 Construction 1290229 Tri-Core Reference Lab PO Box 27935 Albuquerque NM 87125 Laboratory Services 728106 Ciber Inc 6363 S Fiddlers Green Circle Suite Greenwood Village CO 80111 Software Consulting 633895 Iron Mountain PO Box 601002 Pasadena CA 91189 Data Management 293542 Christus St Vincent 455 St Michaels Dr Santa Fe NM 87505 Contract Employees 247568 15 104106 39788 37185246 177022 54417 37506162 Patient Services: Primary Care 621110 54701034 54701034 Patient Services: Other 621110 12134508 12134508 Patient Services: Hospice/Homecar 621110 3196366 3196366 70031908 34311 34311 103671 64893 38778 38778 17007 21771 29668 99753 -70085 -70085 -70085 99132 39788 14261 84871 84871 1831612 1857901 -26289 -26289 107599656 70005619 17007 70868 1943641 1943641 59000646 52852623 6066488 81535 1082416 836204 242188 4024 6305754 5542871 754164 8719 4774099 4172144 595088 6867 62280 29699 32581 75602 48060 27542 41000 41000 4621646 4123735 497911 310019 268103 41916 7806882 7279318 527564 6247567 3595161 2652406 1312533 1281174 31359 1561853 1185305 376548 535680 148137 387543 2485117 1994820 490297 616957 441341 175616 Bad Debt Expense 3662379 3662379 Equipment Rental & Main 903047 768275 134772 Licenses, Dues, Subscri 392505 129451 263054 Recruitment and Relocat 264866 111371 153495 616529 355350 236109 25070 104623018 88825521 15630282 167215 15943205 13303227 9724083 12203275 340977 7630942 7611493 265221 269457 744023 719360 51668950 30214759 20324909 21454191 1468 1531410 1805670 56506238 57366673 11242545 9644847 300949 110878 915971 468809 8937272 8848747 21396737 19073281 X 33784409 35097038 1325092 3196354 35109501 38293392 56506238 57366673 2976638 207253 0 X 0 1 X 1 1 1 X 36938220 38676214 37268141 38238050 37506162 188626787 36938220 38676214 37268141 38238050 37506162 188626787 188626787 481649 495671 118442 49599 34311 1179672 3848 148228 152076 189958535 0.99300 0.98940 X 4014558 4014558 31109641 18151945 12957696 891214 517077 374137 7362246 4770702 2591544 8291291 6775035 1516256 21454191 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 2014. X X X X X X X 1 ROCKY MOUNTAIN GROUP PO BOX 2434 CORRALES NM 87048 GRANT WRITING 0 11453556 41000 11412556 11453556 41000 11412556 FESTIVAL OF TREES 58880 58880 5461 LIGHT UP A LIFE SALE OF LUMINARIES 39788 39788 3 40252 40252 8800 138920 39788 99132 14261 14261 84871 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 CEO 393067 0 0 0 670 0 13590 0 26025 0 433352 0 0 0 Doug Smith Executive VP and Treasurer 302834 0 0 0 1048 0 19529 0 23223 0 346634 0 0 0 Diane Martinez VP Human Resources and Adm 260922 0 0 0 3210 0 11971 0 11635 0 287738 0 0 0 Don Daniel VP Business Development an 219117 0 0 0 1513 0 8399 0 11146 0 240175 0 0 0 Marc Welch VP Finance 231298 0 0 0 0 0 14037 0 18733 0 264068 0 0 0 David Gonzales MD VP Clinical Affairs 328554 0 0 0 2517 0 14977 0 25626 0 371674 0 0 0 Clayton Smith MD Physician 282816 0 0 0 2500 0 6750 0 7387 0 299453 0 0 0 Patricia Rocha MD Physician 266709 0 0 0 2500 0 6711 0 8076 0 283996 0 0 0 Linda Stogner MD Physician 292492 0 0 0 2000 0 6433 0 7695 0 308620 0 0 0 Rollin Oden MD Physician 256993 0 32400 0 2500 0 6750 0 6842 0 305485 0 0 0 Andres Gensini MD Physician 239319 0 8617 0 2500 0 6257 0 17379 0 274072 0 0 0 James Riebsomer Former President 0 0 0 0 406567 0 0 0 0 0 406567 0 0 0 Jim Riebsomer Former President To buy Split Dollar Life Insurance Policy X 2000000 0 0 1 1 Jim Riebsomer Former President Term Benefits and Severance Compensation X 3034701 468809 0 1 1 468809 See Part V 0 Form 990 Part IV: The transactions that triggered the obligation to file Schedule L wereall withing Section 501(C)(3) entities and therefore not within thedefinition of "Transactions with Interested Persons." Form 990 Part II: The loan to Jim Riebsomer to purchase split dollar life insurace poliocy was paid off during 2017. X School Supplies 11456 54417 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 PARTNERS IN WELLNESS LLC PO BOX 2267 SANTA FE NM 875042267 263836947 Professional healthcare services; related adminstrative/managerial services. NM 501(c)(3) Line 10 RESBYTERIAN MEDICAL SERVICES 0 0 0 0 1 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0