2016-04-29T16:20:19-05:00 2015-06-30 410746749 CLIFTONLARSONALLEN LLP 370 INTERLOCKEN BLVD SUITE 500 BROOMFIELD CO 80021 990 2014-07-01 850397444 SOUTHWEST CARE CENTER INC SOUT 5059898200 649 HARKLE ROAD NO E SANTA FE NM 87505 JEFF THOMAS CEO 5059898200 2016-04-29 1 KURT BENNION P01469618 3034668822 2014 2016-08-17 19:52:53Z JEFF THOMAS 649 HARKLE ROAD NO E SANTA FE NM 87505 38502094 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 11 132 68 0 0 2364657 5329219 2619090 30761716 76513 138640 7081952 22911 12142212 36252486 0 1194819 0 0 6984620 8661998 0 21702 90622 3437688 19562014 10422308 29440533 1719904 6811953 7397021 14733141 886742 1701536 6510279 13031605 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 25956805 1194819 30761716 SOUTHWEST C.A.R.E. CENTER PROVIDES COMPREHENSIVE CARE, RESEARCH, EDUCATION, PREVENTION AND SUPPORT FOR SERVICES TO PEOPLE IN NEW MEXICO. 25956805 1 1 0 0 0 0 0 0 1 0 1 0 0 0 0 1 0 1 0 0 0 0 0 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 51 0 132 1 0 0 0 0 0 1 1 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 GREG WILSON 5052161558 649 HARKLE ROAD STE E SANTA FE NM 87505 DAVID GINSBERG PRESIDENT 1.00 1.00 X X 0 0 0 ETHEL HESS VICE PRESIDENT 1.00 1.00 X X 0 0 0 JIM COLOMBO SECRETARY & TREASURER 1.00 1.00 X X 0 0 0 ROXANNE APPLE DIRECTOR & SECRETARY 1.00 1.00 X X 0 0 0 JIM COOPER UDALL DIRECTOR 1.00 0.00 X 0 0 0 WILL HALM DIRECTOR 1.00 0.00 X 0 0 0 RICHARD MARTINEZ DIRECTOR 1.00 0.00 X 0 0 0 ALICIA MILLER DIRECTOR 1.00 0.00 X 0 0 0 KEITH ROMERO DIRECTOR 1.00 0.00 X 0 0 0 HAL SCHOLIN DIRECTOR 1.00 0.00 X 0 0 0 MARY ANN SCHAENING PHD DIRECTOR 1.00 0.00 X 0 0 0 SARAH STEADMAN DIRECTOR 1.00 0.00 X 0 0 0 MICHAEL WILLMS DIRECTOR 1.00 0.00 X 0 0 0 JEFF THOMAS CEO 59.00 1.00 X 172961 0 3465 GREG WILSON CFO 59.00 1.00 X 115628 0 6409 DR TREVOR HAWKINS CMO 60.00 0.00 X 281341 0 12169 JEANIE GALLAGHER CHRO 60.00 0.00 X 21538 0 1301 WENOAH VEIKLEY COO 60.00 0.00 X 125255 0 12192 MICHAEL PALESTINE PHYSICIAN 34.00 0.00 X 196785 0 9561 JOSE NEGRON PHYSICIAN 40.00 0.00 X 185178 0 7430 JOEL GALLANT PHYSICIAN 32.00 0.00 X 200391 0 14535 BOUDINOT ATTERBURY PHYSICIAN 40.00 0.00 X 195000 0 12431 JULIE CRAIG ASSOCIATE MEDICAL DIRECTOR 40.00 0.00 X 145809 0 13049 1639886 0 92542 14 0 1 0 STEADY NETWORKS 851 ST MICHAELS DRIVE SANTA FE NM 87505 I.T. 301057 REDW PO BOX 93656 ALBUQUERQUE NM 87199 ACCOUNTING & CONSULTING 130423 SOUTHPOINT BUILDERS 26 EAST PINE EXTENSION SANTA FE NM 87508 CONSTRUCTION 117772 3 17750 2819713 2183388 308368 2811442 5329219 PHARMACY SALES 621400 27246317 27246317 HEALTH CARE SERVICES 621400 2751065 2751065 MEDICAL RESEARCH 621400 764334 764334 30761716 41148 41148 2186071 2088579 97492 97492 97492 63110 17750 161029 -97919 -97919 MISCELLANEOUS INCOME 900099 120830 120830 120830 36252486 30761716 0 161551 1194819 1194819 950391 314909 635482 6416957 5503760 867280 45917 118920 102091 15383 1446 524565 443614 73963 6988 651165 508370 137317 5478 66614 66614 45190 45190 21702 21702 30011 30011 918743 482557 428629 7557 111999 87443 24556 1375160 699746 675414 372913 324560 47686 667 470195 323538 146657 149392 75326 73199 867 291331 227238 64093 197259 135627 61632 PHARMACEUTICALS 14792695 14792695 A&C AND CLIENT SERVICES 470923 470923 OTHER EXPENSES 269589 269589 29440533 25956805 3393106 90622 913960 1476770 426076 1459227 273748 333719 1135012 2255893 203738 396709 117941 148447 7056750 1947691 2271046 5109059 1882614 3528192 172886 25125 7397021 14733141 886742 1701536 886742 1701536 X 6251171 12711260 259108 320345 6510279 13031605 7397021 14733141 6811953 -44985 -245642 0 X 0 1 X 1 1 1 X 1824852 1795477 1996749 2364657 5329219 13310954 9219939 10137412 11437210 17681741 30761716 79238018 138431 163406 151152 32660 63110 548759 11183222 12096295 13585111 20079058 36154045 93097731 0 0 0 93097731 11489 23453 70704 15680 41148 162474 11489 23453 70704 15680 41148 162474 120830 120830 11194711 12119748 13655815 20094738 36316023 93381035 0.99700 0.99710 0.00170 0.00290 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 406105 67809 473914 0 50000 50000 3236671 656518 2580153 2017337 409192 1608145 1211055 585414 625641 541687 296567 245120 5109059 X 33608779 -44985 166210 293429 414654 33194125 30011 3028350 3058361 36252486 28492088 166210 357389 523599 27968489 30011 1442033 1472044 29440533 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. X X X X X X 1 JOANNE SMOOGER 7 DOMINGO ROAD SANTA FE NM 87508 EVENT COORDINATION 0 80860 21702 59158 80860 21702 59158 NM A&C GALA 80860 17750 63110 5628 35161 2750 117490 80860 17750 63110 5628 35161 2750 117490 161029 -97919 1 SOUTHWEST CARE CENTER HOLDING COMPANY INC 649 HARKLE ROAD SUITE E SANTA FE NM 87505 943434487 501(C)(2) 1175213 GENERAL OPERATING SUPPORT 0 1 PART I, LINE 2: MOST TRANSFERS ARE A SPONSORSHIP OR CONTRIBUTION FOR A FUNDRAISING EVENT, SO THE ORGANIZATION DOES NOT MONITOR THE CHARITABLE USE OF THOSE AMOUNTS. X 1 1 X X X X X 0 0 0 0 0 0 0 0 0 JEFF THOMAS CEO 172961 0 0 0 0 0 1730 0 1735 0 176426 0 0 0 DR TREVOR HAWKINS CMO 281341 0 0 0 0 0 10388 0 1781 0 293510 0 0 0 MICHAEL PALESTINE PHYSICIAN 196785 0 0 0 0 0 2142 0 7419 0 206346 0 0 0 JOSE NEGRON PHYSICIAN 185178 0 0 0 0 0 0 0 7430 0 192608 0 0 0 JOEL GALLANT PHYSICIAN 200391 0 0 0 0 0 7116 0 7419 0 214926 0 0 0 BOUDINOT ATTERBURY PHYSICIAN 195000 0 0 0 0 0 5700 0 6731 0 207431 0 0 0 JULIE CRAIG ASSOCIATE MEDICAL DIRECTOR 145809 0 0 0 0 0 5832 0 7217 0 158858 0 0 0 PART I, LINE 1A THE ORGANIZATION PROVIDED UP TO $35 PER MONTH FOR EMPLOYEES ATTENDING FITNESS CLUBS. X EQUIPMENT 2 2807337 DONOR VALUED X PREPAID EXP 1 4105 DONOR VALUED 0 0 0 0 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. SOUTHWEST CARE CENTER HOLDING COMPANY INC 649 HARKLE ROAD SUITE E SANTA FE NM 87505 943434478 HOLD TITLE TO REAL ESTATE NM 501(C)(2) SOUTHWEST CARE CENTER INC 1 0 1 1 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 SOUTHWEST CARE CENTER HOLDING COMPANY INC B 1175213 NET BOOK VALUE SOUTHWEST CARE CENTER HOLDING COMPANY INC C 2189713 NET BOOK VALUE