2017-10-20T08:06:11-05:00 2016-12-31 850203431 REDW LLC Post Office Box 93656 Albuquerque NM 871993656 990 2016-01-01 850206810 Presbyterian Medical Services PRES 5059825565 PO Box 2267 Santa Fe NM 875042267 Steven C Hansen President 5059825565 2017-10-17 1 Jamie S Fridley CPA P00380605 5059983200 38.122.0.106 2017-10-17 10:37:05 MD P 94DAE6D39FE1B4643238BDE85B62EE539D402BDA 94DAE6D39FE1B4643238BDE85B62EE539D402BDA 2016 2021-01-29 14:40:06Z Steven C Hansen 1422 Paseo De Peralta Santa Fe NM 87501 100688974 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. 15 15 1496 1000 0 0 37268141 38246507 54873660 61187921 4055486 77072 566340 390315 96763627 99901815 0 0 0 0 59961674 68377004 61300 50500 163508 28272019 32686252 88294993 101113756 8468634 -1211941 58036623 56506238 21689710 21396737 36346913 35109501 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 52251549 46232956 OUT-PATIENT COMMUNITY HEALTH CARE CENTERS PROVIDE MEDICAL, DENTAL, AND BEHAVIORAL HEALTH SERVICE THROUGHOUT THE STATE OF NEW MEXICO. 54 HEALTH CENTERS IN 17 COUNTIES PROVIDED 370,638 VISITS TO 71,892 PATIENTS. 15200754 CHILDREN'S PROGRAMS, PRIMARILY HEADSTART AND EARLY HEADSTART, PROVIDE CHILDCARE TO CHILDREN FROM BIRTH TO AGE 5. 442 CHILDREN WERE SERVED IN EARLY HEADSTART AND 1,011 WERE SERVED IN HEADSTART. 5077911 5027154 HOSPICE PROVIDES CARE AND COMFORT FOR PEOPLE WITH TERMINAL ILLNESS AND THEIR FAMILIES. HOMECARE SERVICES PROVIDE AID TO PATIENTS WHO ARE HOMEBOUND. HOSPICE PROVIDED 20,094 DAYS OF CARE AND HOMECARE MADE 14,688 HOME VISITS. 9277562 9927811 SAN JUAN RESIDENTIAL TREATMENT CENTER PROVIDES SHELTER AND SUBSTANCE ABUSE COUNSELING TO ADOLESCENTS. PROJECT SHIELD IS A COMPREHENSIVE PROGRAM FOR THE DISABLED WHICH PROVIDES A SUPPORTED EMPLOYMENT PROGRAM. TOTAH PROVIDES MENTAL HEALTH AND SUBSTANCE ABUSE COUNSELING TO THE SAN JUAN NATIVE AMERICAN POPULATION. 9277562 9927811 81807776 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 1 185 0 1496 1 0 0 0 0 0 0 0 0 0 0 X 15 15 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 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 J Wendy Brown Member 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 Rob Mitchell Quality Committee Chair 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 Steven Hansen CEO 35.00 5.00 X 387287 0 39272 Doug Smith Executive VP and Treasurer 40.00 X 267875 0 47367 Diane Martinez VP Human Resources and Adm 35.00 5.00 X 259335 0 28715 Don Daniel VP Business Development an 40.00 X 214984 0 28283 Marc Welch VP Finance 40.00 X 233752 0 46112 David Gonzales MD VP Clinical Affairs 40.00 X 328081 0 53812 Micahel Sievert MD Physician 40.00 X 196720 0 21674 Lenard Wagner MD Physician 40.00 X 241730 0 17162 Maria Carmelita C Go MD Physician 40.00 X 236637 0 16952 Rollin Oden MD Physician 40.00 X 257882 0 17576 Andres Gensini MD Physician 40.00 X 229047 0 24007 James Riebsomer Former President 0.00 X 402052 0 0 3255382 0 340932 71 1 1 0 Ciber Inc 6363 S Fiddlers Green Circle Suite Greenwood Village CO 80111 Software Consulting 1741352 Jaynes Corporation 2906 Broadway NE Albuquerque NM 87107 Construction 1382964 Comphealth Medical Staffing PO Box 972670 Dallas TX 753972670 Staffing Services 752262 Tri-Core Reference Lab PO Box 27935 Albuquerque NM 87125 Laboratory Services 507377 Iron Mountain PO Box 601002 Pasadena CA 91189 Data Management 325397 21 109831 34602 37846934 255140 86211 38246507 Patient Services: Primary Care 621110 46232956 46232956 Patient Services: Other 621110 9927811 9927811 Patient Services: Hospice/Homecar 621110 5027154 5027154 61187921 50950 50950 80196 317516 -237320 -237320 -237320 278476 252354 26122 26122 26122 109974 34602 21404 88570 88570 734950 195885 539065 416832 122233 99901815 61604753 0 50555 1934875 1934875 54239297 47431657 6727945 79695 1509729 1357459 148286 3984 6344183 5398097 937453 8633 4348920 3914360 427761 6799 67097 7216 59881 85570 68547 17023 50500 50500 4563421 4031801 531620 300683 275873 24810 7938112 7208495 729617 7414035 2554223 4859812 1166948 981028 185920 1621009 1293834 327175 505873 26002 479871 2625673 1939078 686595 643466 466326 177140 Bad Debt Expense 3346865 3346865 Equipment Rental & Main 979148 749295 229853 Licenses, Dues, Subscri 439925 191328 248597 Recruitment and Relocat 316421 195963 120458 672006 370329 287780 13897 101113756 81807776 19142472 163508 16315791 15943205 9931584 9724083 659057 340977 7644001 7630942 242407 265221 814644 744023 48320379 27995470 20848628 20324909 153457 1468 1427054 1531410 58036623 56506238 10152164 11242545 548369 300949 1305410 915971 8220472 8937272 1463295 0 21689710 21396737 X 35021821 33784409 1325092 1325092 36346913 35109501 58036623 56506238 -1211941 -25471 0 X 0 1 X 1 1 1 X 37495654 36938220 38676214 37268141 38238050 188616279 37495654 36938220 38676214 37268141 38238050 188616279 188616279 628867 481649 495671 118442 49599 1774228 95509 3848 148228 247585 190638092 0.98940 0.98840 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4014558 4014558 29413000 17184617 12228383 891214 426036 465178 6629380 4088997 2540383 7372227 6295820 1076407 20324909 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 2013. X X X X X X X 1 ROCKY MOUNTAIN GROUP PO BOX 2434 CORRALES NM 87048 GRANT WRITING 0 10800952 50500 10750452 10800952 50500 10750452 Festival of Trees 58135 58135 6368 Daffodil Days 37121 37121 2771 3 49320 34602 14718 12265 144576 34602 109974 21404 21404 88570 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 386067 0 0 0 1220 0 14841 0 24431 0 426559 0 0 0 Doug Smith Executive VP and Treasurer 264679 0 0 0 3196 0 23850 0 23517 0 315242 0 0 0 Diane Martinez VP Human Resources and Adm 256238 0 0 0 3097 0 17804 0 10911 0 288050 0 0 0 Don Daniel VP Business Development an 214984 0 0 0 0 0 18878 0 9405 0 243267 0 0 0 Marc Welch VP Finance 228752 0 0 0 5000 0 29669 0 16443 0 279864 0 0 0 David Gonzales MD VP Clinical Affairs 325540 0 0 0 2541 0 31407 0 22405 0 381893 0 0 0 Micahel Sievert MD Physician 194220 0 0 0 2500 0 10211 0 11463 0 218394 0 0 0 Lenard Wagner MD Physician 239230 0 0 0 2500 0 10820 0 6342 0 258892 0 0 0 Maria Carmelita C Go MD Physician 234137 0 0 0 2500 0 10628 0 6324 0 253589 0 0 0 Rollin Oden MD Physician 234932 0 19200 0 3750 0 11493 0 6083 0 275458 0 0 0 Andres Gensini MD Physician 210101 0 16446 0 2500 0 10299 0 13708 0 253054 0 0 0 James Riebsomer Former President 0 0 0 0 402052 0 0 0 0 0 402052 0 0 0 Part I, Line 4b: James L. Riebsomer, a former employee received a payments from a Nonqualified plan. See page 2 of Schedule J for this amount. Part I, Line 7: The Organization provided a bonus or incentive payment. Part I, Line 3: 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 positions, (b) recognize individual performance, and (c) adhere to applicable laws and regulations impacting executive compensation in nonprofit organizations methodology PMS obtains from a qualified, independent executive compesnation consultant(s) competitive labor market analyses of the executives of national and regional health care organizations similar in size and complexity to Presbyterian Medical Services. The three soruces of competitive compensation data examined are 91) published health care and not-for-profit organization compensation and benefit surveys, (2) peer organization IRS From 990 filings, and (3) publicly traded companies of similar size and industry to PMS. Jim Riebsomer Former President To buy Split Dollar Life Insurance Policy X 2000000 340977 0 1 1 Jim Riebsomer Former President Term Benefits and Severance Compensation X 3034701 915971 0 1 1 1256948 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." X School Supplies 18150 86211 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 OR POLICIES/PROCEDURES 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 12a, I 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 12c, III-FI PRESBYTERIAN MEDICAL SERVICES 0 0 0 0 1 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0