SOUTHWEST C A R E CENTER: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- SOUTHWEST C A R E CENTER (EIN 85-0397444)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-04-29
- IRS object ID
- 201641209349301404
- Schema version
- 2014v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-04-29T16:20:19-05:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 370 INTERLOCKEN BLVD SUITE 500 | AddressLine1Txt |
| City | BROOMFIELD | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80021 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 850397444 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTHWEST CARE CENTER INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SOUT | BusinessNameControlTxt |
| Phone | 5059898200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 649 HARKLE ROAD NO E | AddressLine1Txt |
| City | SANTA FE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87505 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFF THOMAS | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 5059898200 | PhoneNum |
| Signature | 2016-04-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KURT BENNION | PreparerPersonNm |
| PTIN | P01469618 | PTIN |
| Phone | 3034668822 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JEFF THOMAS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 649 HARKLE ROAD NO E | AddressLine1Txt |
| City | SANTA FE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87505 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $38,502,094 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SOUTHWESTCARE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1990 | FormationYr |
| Legal Domicile State | NM | LegalDomicileStateCd |
| Activity Or Mission | TO IMPROVE THE HEALTH OF PEOPLE LIVING IN THE CULTURALLY DIVERSE COMMUNITIES OF NORTHERN NEW MEXICO. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 132 | TotalEmployeeCnt |
| Total Volunteers | 68 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,364,657 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,329,219 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,619,090 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $30,761,716 | CYProgramServiceRevenueAmt |
| PY Investment Income | $76,513 | PYInvestmentIncomeAmt |
| CY Investment Income | $138,640 | CYInvestmentIncomeAmt |
| PY Other Revenue | $7,081,952 | PYOtherRevenueAmt |
| CY Other Revenue | $22,911 | CYOtherRevenueAmt |
| PY Total Revenue | $12,142,212 | PYTotalRevenueAmt |
| CY Total Revenue | $36,252,486 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,194,819 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $6,984,620 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $8,661,998 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $21,702 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $90,622 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,437,688 | PYOtherExpensesAmt |
| CY Other Expenses | $19,562,014 | CYOtherExpensesAmt |
| PY Total Expenses | $10,422,308 | PYTotalExpensesAmt |
| CY Total Expenses | $29,440,533 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,719,904 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $6,811,953 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $7,397,021 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,733,141 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $886,742 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,701,536 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $6,510,279 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $13,031,605 | NetAssetsOrFundBalancesEOYAmt |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $25,956,805 | ExpenseAmt |
| Grant | $1,194,819 | GrantAmt |
| Revenue | $30,761,716 | RevenueAmt |
| Desc | SOUTHWEST C.A.R.E. CENTER PROVIDES COMPREHENSIVE CARE, RESEARCH, EDUCATION, PREVENTION AND SUPPORT FOR SERVICES TO PEOPLE IN NEW MEXICO. | Desc |
| Total Program Service Expenses | $25,956,805 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 51 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 132 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GREG WILSON | PersonNm |
| Phone | 5052161558 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 649 HARKLE ROAD STE E | AddressLine1Txt |
| City | SANTA FE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87505 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| DAVID GINSBERG | ||||||||
| PRESIDENT | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ETHEL HESS | ||||||||
| VICE PRESIDENT | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JIM COLOMBO | ||||||||
| SECRETARY & TREASURER | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ROXANNE APPLE | ||||||||
| DIRECTOR & SECRETARY | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JIM COOPER UDALL | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| WILL HALM | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD MARTINEZ | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ALICIA MILLER | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KEITH ROMERO | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| HAL SCHOLIN | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MARY ANN SCHAENING PHD | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| SARAH STEADMAN | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL WILLMS | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JEFF THOMAS | ||||||||
| CEO | 59.00 | 1.00 | Yes (X) | $172,961 | $0 | $3,465 | ||
| GREG WILSON | ||||||||
| CFO | 59.00 | 1.00 | Yes (X) | $115,628 | $0 | $6,409 | ||
| DR TREVOR HAWKINS | ||||||||
| CMO | 60.00 | 0.00 | Yes (X) | $281,341 | $0 | $12,169 | ||
| JEANIE GALLAGHER | ||||||||
| CHRO | 60.00 | 0.00 | Yes (X) | $21,538 | $0 | $1,301 | ||
| WENOAH VEIKLEY | ||||||||
| COO | 60.00 | 0.00 | Yes (X) | $125,255 | $0 | $12,192 | ||
| MICHAEL PALESTINE | ||||||||
| PHYSICIAN | 34.00 | 0.00 | $196,785 | $0 | $9,561 | Yes (X) | ||
| JOSE NEGRON | ||||||||
| PHYSICIAN | 40.00 | 0.00 | $185,178 | $0 | $7,430 | Yes (X) | ||
| JOEL GALLANT | ||||||||
| PHYSICIAN | 32.00 | 0.00 | $200,391 | $0 | $14,535 | Yes (X) | ||
| BOUDINOT ATTERBURY | ||||||||
| PHYSICIAN | 40.00 | 0.00 | $195,000 | $0 | $12,431 | Yes (X) | ||
| JULIE CRAIG | ||||||||
| ASSOCIATE MEDICAL DIRECTOR | 40.00 | 0.00 | $145,809 | $0 | $13,049 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,639,886 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $92,542 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 14 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| STEADY NETWORKS | |||||
| 851 ST MICHAELS DRIVE | SANTA FE | NM | 87505 | I.T. | $301,057 |
| REDW | |||||
| PO BOX 93656 | ALBUQUERQUE | NM | 87199 | ACCOUNTING & CONSULTING | $130,423 |
| SOUTHPOINT BUILDERS | |||||
| 26 EAST PINE EXTENSION | SANTA FE | NM | 87508 | CONSTRUCTION | $117,772 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $17,750 | FundraisingAmt |
| Related Organizations | $2,819,713 | RelatedOrganizationsAmt |
| Government Grants | $2,183,388 | GovernmentGrantsAmt |
| All Other Contributions | $308,368 | AllOtherContributionsAmt |
| Noncash Contributions | $2,811,442 | NoncashContributionsAmt |
| Total Contributions | $5,329,219 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PHARMACY SALES | 621400 | $27,246,317 | $27,246,317 |
| HEALTH CARE SERVICES | 621400 | $2,751,065 | $2,751,065 |
| MEDICAL RESEARCH | 621400 | $764,334 | $764,334 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $30,761,716 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $41,148 | TotalRevenueColumnAmt |
| Exclusion | $41,148 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,186,071 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,088,579 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $97,492 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $97,492 | TotalRevenueColumnAmt |
| Exclusion | $97,492 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $63,110 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $17,750 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $161,029 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$97,919 | TotalRevenueColumnAmt |
| Exclusion | -$97,919 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $120,830 | TotalRevenueColumnAmt |
| Exclusion | $120,830 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $120,830 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $36,252,486 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $30,761,716 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $161,551 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,194,819 | TotalAmt |
| Program Services | $1,194,819 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $950,391 | TotalAmt |
| Program Services | $314,909 | ProgramServicesAmt |
| Management And General | $635,482 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,416,957 | TotalAmt |
| Program Services | $5,503,760 | ProgramServicesAmt |
| Management And General | $867,280 | ManagementAndGeneralAmt |
| Fundraising | $45,917 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $118,920 | TotalAmt |
| Program Services | $102,091 | ProgramServicesAmt |
| Management And General | $15,383 | ManagementAndGeneralAmt |
| Fundraising | $1,446 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $524,565 | TotalAmt |
| Program Services | $443,614 | ProgramServicesAmt |
| Management And General | $73,963 | ManagementAndGeneralAmt |
| Fundraising | $6,988 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $651,165 | TotalAmt |
| Program Services | $508,370 | ProgramServicesAmt |
| Management And General | $137,317 | ManagementAndGeneralAmt |
| Fundraising | $5,478 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,614 | TotalAmt |
| Management And General | $66,614 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,190 | TotalAmt |
| Management And General | $45,190 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,702 | TotalAmt |
| Fundraising | $21,702 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,011 | TotalAmt |
| Management And General | $30,011 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $918,743 | TotalAmt |
| Program Services | $482,557 | ProgramServicesAmt |
| Management And General | $428,629 | ManagementAndGeneralAmt |
| Fundraising | $7,557 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $111,999 | TotalAmt |
| Program Services | $87,443 | ProgramServicesAmt |
| Management And General | $24,556 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,375,160 | TotalAmt |
| Program Services | $699,746 | ProgramServicesAmt |
| Management And General | $675,414 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $372,913 | TotalAmt |
| Program Services | $324,560 | ProgramServicesAmt |
| Management And General | $47,686 | ManagementAndGeneralAmt |
| Fundraising | $667 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $470,195 | TotalAmt |
| Program Services | $323,538 | ProgramServicesAmt |
| Management And General | $146,657 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $149,392 | TotalAmt |
| Program Services | $75,326 | ProgramServicesAmt |
| Management And General | $73,199 | ManagementAndGeneralAmt |
| Fundraising | $867 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $291,331 | TotalAmt |
| Program Services | $227,238 | ProgramServicesAmt |
| Management And General | $64,093 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $197,259 | TotalAmt |
| Program Services | $135,627 | ProgramServicesAmt |
| Management And General | $61,632 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| PHARMACEUTICALS | $14,792,695 | $14,792,695 |
| A&C AND CLIENT SERVICES | $470,923 | $470,923 |
| OTHER EXPENSES | $269,589 | $269,589 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,440,533 | TotalAmt |
| Program Services | $25,956,805 | ProgramServicesAmt |
| Management And General | $3,393,106 | ManagementAndGeneralAmt |
| Fundraising | $90,622 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $913,960 | BOYAmt |
| EOY | $1,476,770 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $426,076 | BOYAmt |
| EOY | $1,459,227 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $273,748 | BOYAmt |
| EOY | $333,719 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,135,012 | BOYAmt |
| EOY | $2,255,893 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $203,738 | BOYAmt |
| EOY | $396,709 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $117,941 | BOYAmt |
| EOY | $148,447 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $7,056,750 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,947,691 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,271,046 | BOYAmt |
| EOY | $5,109,059 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,882,614 | BOYAmt |
| EOY | $3,528,192 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $172,886 | BOYAmt |
| EOY | $25,125 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,397,021 | BOYAmt |
| EOY | $14,733,141 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $886,742 | BOYAmt |
| EOY | $1,701,536 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $886,742 | BOYAmt |
| EOY | $1,701,536 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,251,171 | BOYAmt |
| EOY | $12,711,260 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $259,108 | BOYAmt |
| EOY | $320,345 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,510,279 | BOYAmt |
| EOY | $13,031,605 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,397,021 | BOYAmt |
| EOY | $14,733,141 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $6,811,953 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$44,985 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | -$245,642 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,824,852 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,795,477 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,996,749 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,364,657 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,329,219 | CurrentTaxYearAmt |
| Total | $13,310,954 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,219,939 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,137,412 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,437,210 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,681,741 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $30,761,716 | CurrentTaxYearAmt |
| Total | $79,238,018 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $138,431 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $163,406 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $151,152 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $32,660 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $63,110 | CurrentTaxYearAmt |
| Total | $548,759 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,183,222 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,096,295 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,585,111 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,079,058 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $36,154,045 | CurrentTaxYearAmt |
| Total | $93,097,731 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $93,097,731 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,489 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $23,453 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $70,704 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,680 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $41,148 | CurrentTaxYearAmt |
| Total | $162,474 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,489 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $23,453 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $70,704 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,680 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $41,148 | CurrentTaxYearAmt |
| Total | $162,474 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $120,830 | CurrentTaxYearAmt |
| Total | $120,830 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,194,711 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,119,748 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,655,815 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,094,738 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $36,316,023 | CurrentTaxYearAmt |
| Total | $93,381,035 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99700 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99710 | PublicSupportPY509Pct |
| Investment Income CY | 0.00170 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00290 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | MISCELLANEOUS INCOME | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | Yes (1) | AgentTrusteeEtcInd |
| Beginning Balance | $406,105 | BeginningBalanceAmt |
| Additions During Year | $67,809 | AdditionsDuringYearAmt |
| Ending Balance | $473,914 | EndingBalanceAmt |
| Incl Escrow Custodial Acct Liab | 0 | InclEscrowCustodialAcctLiabInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $50,000 | OtherCostOrOtherBasisAmt |
| Book Value | $50,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,236,671 | OtherCostOrOtherBasisAmt |
| Depreciation | $656,518 | DepreciationAmt |
| Book Value | $2,580,153 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,017,337 | OtherCostOrOtherBasisAmt |
| Depreciation | $409,192 | DepreciationAmt |
| Book Value | $1,608,145 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,211,055 | OtherCostOrOtherBasisAmt |
| Depreciation | $585,414 | DepreciationAmt |
| Book Value | $625,641 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $541,687 | OtherCostOrOtherBasisAmt |
| Depreciation | $296,567 | DepreciationAmt |
| Book Value | $245,120 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $5,109,059 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $33,608,779 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$44,985 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $166,210 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $293,429 | OtherRevenueAmt |
| Revenue Not Reported | $414,654 | RevenueNotReportedAmt |
| Revenue Subtotal | $33,194,125 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $30,011 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $3,028,350 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $3,058,361 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $36,252,486 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $28,492,088 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $166,210 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $357,389 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $523,599 | ExpensesNotReportedAmt |
| Expenses Subtotal | $27,968,489 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $30,011 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $1,442,033 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,472,044 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $29,440,533 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 C.A.R.E. CENTER BUT THAT IS NOT RECORDED ON 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 UNCERTAIN 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 132,400. FUNDRAISING EVENT EXPENSES 161,029. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | DONATION FROM RELATED ORGANIZATION 2,819,713. CAPITAL CONTRIBUTIONS 15,000. TEMPORARILY RESTRICTED CONTRIBUTIONS 193,637. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENT EXPENSES REPORTED ON RELATED ORGANIZATION'S FORM 990 196,360. FUNRAISING EVENT EXPENSES 161,029. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | DONATION TO RELATED ORGANIZATION 1,175,213. RENT PAID TO RELATED ORGANIZATION 266,820. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOANNE SMOOGER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 DOMINGO ROAD | AddressLine1Txt |
| City | SANTA FE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87508 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | EVENT COORDINATION | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $80,860 | GrossReceiptsAmt |
| Retained By Contractor | $21,702 | RetainedByContractorAmt |
| Net To Organization | $59,158 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $80,860 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $21,702 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $59,158 | TotalNetToOrganizationAmt |
| Licensed States | NM | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | A&C GALA | Event1Nm |
| Gross Receipts Event1 | $80,860 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $17,750 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $63,110 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $5,628 | CashPrizesEvent1Amt |
| Food And Beverage Event1 | $35,161 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $2,750 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $117,490 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $80,860 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $17,750 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $63,110 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $5,628 | CashPrizesTotalEventsAmt |
| Food And Beverage Total Events | $35,161 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $2,750 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $117,490 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $161,029 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$97,919 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTHWEST CARE CENTER HOLDING COMPANY INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 649 HARKLE ROAD SUITE E | AddressLine1Txt |
| City | SANTA FE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87505 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 943434487 | RecipientEIN |
| IRC Section | 501(C)(2) | IRCSectionDesc |
| Cash Grant | $1,175,213 | CashGrantAmt |
| Purpose Of Grant | GENERAL OPERATING SUPPORT | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 0 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | MOST TRANSFERS ARE A SPONSORSHIP OR CONTRIBUTION FOR A FUNDRAISING EVENT, SO THE ORGANIZATION DOES NOT MONITOR THE CHARITABLE USE OF THOSE AMOUNTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JEFF THOMAS | ||||||||||||||
| CEO | $172,961 | $0 | $0 | $0 | $0 | $0 | $1,730 | $0 | $1,735 | $0 | $176,426 | $0 | $0 | $0 |
| DR TREVOR HAWKINS | ||||||||||||||
| CMO | $281,341 | $0 | $0 | $0 | $0 | $0 | $10,388 | $0 | $1,781 | $0 | $293,510 | $0 | $0 | $0 |
| MICHAEL PALESTINE | ||||||||||||||
| PHYSICIAN | $196,785 | $0 | $0 | $0 | $0 | $0 | $2,142 | $0 | $7,419 | $0 | $206,346 | $0 | $0 | $0 |
| JOSE NEGRON | ||||||||||||||
| PHYSICIAN | $185,178 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $7,430 | $0 | $192,608 | $0 | $0 | $0 |
| JOEL GALLANT | ||||||||||||||
| PHYSICIAN | $200,391 | $0 | $0 | $0 | $0 | $0 | $7,116 | $0 | $7,419 | $0 | $214,926 | $0 | $0 | $0 |
| BOUDINOT ATTERBURY | ||||||||||||||
| PHYSICIAN | $195,000 | $0 | $0 | $0 | $0 | $0 | $5,700 | $0 | $6,731 | $0 | $207,431 | $0 | $0 | $0 |
| JULIE CRAIG | ||||||||||||||
| ASSOCIATE MEDICAL DIRECTOR | $145,809 | $0 | $0 | $0 | $0 | $0 | $5,832 | $0 | $7,217 | $0 | $158,858 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION PROVIDED UP TO $35 PER MONTH FOR EMPLOYEES ATTENDING FITNESS CLUBS. | ExplanationTxt |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | EQUIPMENT | 2 | $2,807,337 | DONOR VALUED |
| Yes (X) | PREPAID EXP | 1 | $4,105 | DONOR VALUED |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 WAS REVIEWED BY THE CFO AND CEO, THEN PROVIDED TO THE BOARD OF DIRECTORS PRIOR TO FILING. THE FORM 990 WAS REVIEWED BY THE BOARD OF DIRECTORS AFTER IT WAS FILED. |
| 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 PROCESS IS CONTEMPORANEOUSLY DOCUMENTED. THE OTHER OFFICERS AND KEY EMPLOYEES' COMPENSATION IS EVALUATED BY THE CEO, USING A MARKET ANALYSIS PREPARED BY AN INDEPENDENT THIRD PARTY. THIS PROCESS LAST OCCURED IN 2015. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTHWEST CARE CENTER HOLDING COMPANY INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 649 HARKLE ROAD SUITE E | AddressLine1Txt |
| City | SANTA FE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87505 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943434478 | EIN |
| Primary Activities | HOLD TITLE TO REAL ESTATE | PrimaryActivitiesTxt |
| Legal Domicile State | NM | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(2) | ExemptCodeSectionTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTHWEST CARE CENTER INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| SOUTHWEST CARE CENTER HOLDING COMPANY INC | ||
| B | $1,175,213 | NET BOOK VALUE |
| SOUTHWEST CARE CENTER HOLDING COMPANY INC | ||
| C | $2,189,713 | NET BOOK VALUE |
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