2011-11-11T17:23:57-06:00 2010-12-31 ERNST & YOUNG US LLP TWO NORTH CENTRAL AVENUE STE 2300 PHOENIX AZ 85004 990 2010-01-01 850105601 PRESBYTERIAN HEALTHCARE SERVICES PRES 5059236101 PO BOX 26666 ALBUQUERQUE NM 871256666 DALE MAXWELL 5059236101 2011-11-11 6023223000 2010 2016-02-24 21:20:13Z JAMES H HINTON SAME AS C ABOVE ALBUQUERQUE NM 87125 1522420658 false X WWW.PHS.ORG X 1908 NM IN A STATE WHERE OVER 25% ARE UNINSURED, PHS SERVED OVER 235,000 INDIVIDUALS IN 2010 AND PROVIDED OVER $89,983,000 IN UNCOMPENSATED HEALTHCARE SERVICES. 13 7 9499 686 16692112 -369545 9310421 9652640 1289469795 1308926091 1799418 28193991 -6554494 19598205 1294025140 1366370927 769823 1667991 0 0 562274668 584387161 0 0 0 671459985 666317184 1234504476 1252372336 59520664 113998591 1729642277 1924385829 1162397294 1226886151 567244983 697499678 X PRESBYTERIAN EXISTS TO IMPROVE THE HEALTH OF THE PATIENTS, MEMBERS AND COMMUNITIES WE SERVE. false false 787274973 606459 1021564274 CENTRAL DELIVERY SYSTEM - SEE 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19213 MARK ERASMUS MD 40.0 X 1024122 0 25392 JOSEPH CALVARUSO 0.0 X 123143 0 0 DAVID HENNIGAN 40.0 X 237113 0 23251 CHERYL MITCHELL 40.0 X 167819 0 95889 MATTHEW PEHRSON 40.0 X 220533 0 29495 DAVID SCRASE 40.0 X 105162 59361 13704 HOYT SKABELUND 40.0 X 254192 0 64906 12256754 1583635 3031443 861 true true false MCCARTHY BUILDING COMPANIES INC 4801 LANGE AVENUE NE STE 110 ALBUQUERQUE NM 87109 CONSTRUCTION SERVICE 51722191 TRICORE LABORATORY SERVICE CORP 1001 WOODWARD PLACE NE ALBUQUERQUE NM 87102 LABORATORY TESTING 44745476 PATHOLOGY ASSOCIATES OF ALBUQUERQUE PO BOX 26666 ALBUQUERQUE NM 87125 PATHOLOGY SERVICES 7024952 MD ANDERSON PHYSICIANS NETWORK 1515 HOLCOMBE BLVD HOUSTON TX 77030 ONCOLOGY CENTER 5946371 VISTA STAFFING SOLUTIONS 275 EAST 200 SOUTH SALT LAKE CITY UT 84111 PROF'L STAFFING 4525995 138 4616660 5017273 18707 0 9652640 NET PATIENT SERVICE REVENUE 622110 618309969 618241233 68736 0 NET MEDICARE/MEDICAID PAYMENTS 622110 559927942 559927942 0 0 CORPORATE SERVICE ALLOCATION 900099 123203050 123203050 0 0 CAFETERIA AND VENDING 722210 3038982 3030050 8932 0 GIFT SHOP 453220 1019173 1019173 0 0 3426975 3426975 0 1308926091 10119454 10119454 72 72 0 75380 11651 63729 63729 63729 174068878 43667 155021449 1016631 19047429 -972964 18074465 18074465 0 0 0 TAC / TECHNICAL CONSULTING 561000 16553060 0 16553060 0 VENDOR REBATES 900099 527008 527008 0 0 INSURANCE PREMIUM REBATE 541900 953000 953000 0 0 1501408 1440024 61384 0 19534476 1366370927 1311768455 16692112 28257720 1575873 1575873 92118 92118 0 0 0 0 8192959 3904548 4288411 0 0 0 0 0 431270318 386166609 45103709 0 35069322 30983064 4086258 0 77869587 61376241 16493346 0 31984975 28096044 3888931 0 500306 500306 0 0 2876233 0 2876233 0 1955509 0 1955509 0 120094 0 120094 0 0 0 1266342 0 1266342 0 141099880 121043953 20055927 0 1835024 172580 1662444 0 7054840 6248584 806256 0 44958736 35877071 9081665 0 0 0 0 0 9157113 7307376 1849737 0 2190182 1581594 608588 0 0 0 0 0 1299133 606760 692373 0 18094459 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ACTIVITY INFORMATION FORM 990, SCHEDULE C PART II-B, LINES G&H THE LOBBYING ACTIVITIES OF PRESBYTERIAN HEALTHCARE SERVICES (PHS) ARE CONDUCTED PRIMARILY FOR EDUCATIONAL PURPOSES AND DO NOT INCLUDE STRICTLY PROHIBITED EXPENDITURES OR ACTIVITIES RELATED TO THE ELECTION OF PEOPLE TO PUBLIC OFFICE. THE EDUCATION INVOLVES PROVIDING INFORMATION TO LEGISLATORS AND THE PUBLIC REGARDING THE POTENTIAL IMPACT OF PROPOSED LEGISLATION. LOBBYING EFFORTS FOCUS ON THE EFFECT OF LEGISLATION UPON HOSPITALS' ABILITIES TO PROVIDE PATIENT CARE IN A COST-EFFECTIVE MANNER, TO CONTINUE TO PROVIDE HEALTH CARE TO THE INDIGENT POPULATION, TO CONTINUE TO EFFECTUATE COMMUNITY BENEFIT BY MAINTAINING HEALTH CARE FACILITIES IN RURAL AREAS AND TO PROVIDE CERTAIN PROGRAMS TO THE PUBLIC. PHS HOSTS AN ANNUAL DINNER FOR ALL LEGISLATORS AND CERTAIN STATE EXECUTIVES FOR EDUCATIONAL PURPOSES. 83078211 83078211 502923330 251118804 251804526 6103683 5248946 854737 511325462 374565287 136760175 146619117 45198261 101420856 573918505 VAR ALT INVEST & CAPITAL FUNDS 144166350 F 144166350 ASSETS HELD BY TRUSTEE 1365891 BOND ISSUE COSTS 5632068 RETIREMENT INVESTMENTS 21431294 BOND PROJECT FUNDS 69998918 98428171 0 RESERVE 3RD PARTY SETTLEMENTS 10050131 PROFESSIONAL LIABILITY RESERVE 100934551 WORKER'S COMPENSATION RESERVE 11158001 DEFERRED COMPENSATION 206605529 INTERCOMPANY PAYABLES 141541200 ACCRUED IBNR 19144149 MISC OTHER LIABILITIES 96966401 586399962 ORGANIZATION'S LIABILITY FOR UNCERTAIN TAX POSITIONS SCHEDULE D, PART X ASC 740, INCOME TAXES, PRESCRIBES CRITERIA FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. ASC 740 ALSO PROVIDES GUIDANCE ON DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE, AND TRANSITION. AS OF DECEMBER 31, 2010 AND 2009, THERE WAS NO SIGNIFICANT IMPACT ON THE COMBINED FINANCIAL STATEMENTS RELATED TO THE TAX POSITIONS TAKEN. THERE WERE NO SIGNIFICANT TAX POSITIONS TAKEN BY MANAGEMENT THAT REQUIRED ACCRUAL AS OF DECEMBER 31, 2010 AND 2009. Central America and the Caribbean 0 0 Investments 85281139 Europe (Including Iceland and Greenland) 0 0 Investments 12130546 0 0 0 0 97411685 97411685 true false true false true false true true X true X true X true true true false true true 30999534 8214122 22785412 0.01940 5239084 0 5239084 0.00450 -8149401 0 -8149401 0.00690 28089217 8214122 19875095 0.01700 538065 0 538065 0.00050 2456062 5000 2451062 0.00210 14683535 0 14683535 0.01250 1212922 0 1212922 0.00100 18890584 5000 18885584 0.01610 46979801 8219122 38760679 0.03310 46390 46390 290800 290800 0.00020 8000 8000 285600 285600 0.00020 630790 630790 0.00040 true 26117852 0 184184000 224210727 -40026727 X true true 8 1 PRESBYTERIAN HOSPITAL

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X X X 3 PLAINS REGIONAL MEDICAL CENTER

2100 MARTIN LUTHER KING JR BLVD CLOVIS NM 88101

X X X 4 ESPANOLA HOSPITAL

1010 SPRUCE ST ESPANOLA NM 87532

X X X 5 LINCOLN COUNTY MEDICAL CENTER

211 SUDDERTH RUIDOSO NM 88345

X X X X 6 SOCORRO GENERAL HOSPITAL

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X X X X 7 DR DAN C TRIGG MEMORIAL HOSPITAL

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X X X X 8 PRESBYTERIAN RIO RANCHO EMERGENCY CENTER

4100 HIGH RESORT BLVD SE RIO RANCHO NM 87124

X X X PRESBYTERIAN HOSPITAL 1 X KASEMAN PRESBYTERIAN HOSPITAL 2 PLAINS REGIONAL MEDICAL CENTER 3 ESPANOLA HOSPITAL 4 LINCOLN COUNTY MEDICAL CENTER 5 SOCORRO GENERAL HOSPITAL 6 DR DAN C TRIGG MEMORIAL HOSPITAL 7 PRESBYTERIAN RIO RANCHO EMERGENCY CENTER 8 33 PHS AMBULATORY CARE CLINIC

201 CEDAR ST SE ALBUQUERQUE NM 87106

PRIMARY & SPECIALTY MEDICAL CLINIC & CARDIOLOGY CENTER PHS AMBULATORY CARE CLINIC

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PRIMARY & SPECIALTY MEDICAL CLINIC PHS AMBULATORY CARE CLINIC

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PEDIATRIC URGENT CARE & GASTROENTEROLOGY LAB PHS AMBULATORY CARE CLINIC

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PRIMARY & SPECIALTY MEDICAL CLINIC PHS AMBULATORY CARE CLINIC

5901 HARPER NE ALBUQUERQUE NM 87109

PRIMARY & SPECIALTY MEDICAL CLINIC & URGENT CARE CENTER PHS AMBULATORY CARE CLINIC

3715 SOUTHERN BLVD RIO RANCHO NM 87144

PRIMARY & SPECIALTY MEDICAL CLINIC PHS AMBULATORY CARE CLINIC

3436 ISLETA BLVD SW ALBUQUERQUE NM 87105

PRIMARY & SPECIALTY MEDICAL CLINIC & URGENT CARE CENTER PHS AMBULATORY CARE CLINIC

3901 ATRISCO NW ALBUQUERQUE NM 87120

PRIMARY & SPECIALTY MEDICAL CLINIC & URGENT CARE CENTER PRESBYTERIAN OUTPATIENT HOSPICE

8100 CONSTITUTION PL NE STE 400 ALBUQUERQUE NM 87110

HOSPICE CENTER, HOME HEALTH & ARTHRITIS CLINIC PHS AMBULATORY CARE CLINIC

8300 CONSTITUTION PL NE ALBUQUERQUE NM 87110

DERMATOLOGY, PAIN & SPINE CLINIC & SLEEP LAB PHS AMBULATORY CARE CLINIC

1325 WYOMING NE ALBUQUERQUE NM 87112

BEHAVIORAL HEALTH CLINIC PRMC CANCER CENTER

2219 DILLON ST CLOVIS NM 88101

CANCER TREATMENT CENTER PRESBYTERIAN HEALTHPLEX

6301 FOREST HILLS DR NE ALBUQUERQUE NM 87109

CARDIAC & PULMONARY REHABILITATION PHS AMBULATORY CARE CLINIC

401 SAN MATEO SE ALBUQUERQUE NM 87108

PRIMARY & SPECIALTY MEDICAL CLINIC & URGENT CARE CENTER PHS AMBULATORY CARE CLINIC

2200 WEST 21ST STREET CLOVIS NM 88101

PRIMARY & SPECIALTY MEDICAL CLINIC PHS AMBULATORY CARE CLINIC

609 S CHRISTOPHER RD BELEN NM 87002

PRIMARY & SPECIALTY MEDICAL CLINIC & URGENT CARE CENTER PHS AMBULATORY CARE CLINIC

1010 SPRUCE ST ESPANOLA NM 87532

PRIMARY & SPECIALTY MEDICAL CLINIC & URGENT CARE CENTER PHS AMBULATORY CARE CLINIC

5550 WYOMING BLVD NE ALBUQUERQUE NM 87108

PRIMARY & SPECIALTY MEDICAL CLINIC PHS AMBULATORY CARE CLINIC

8800 MONTGOMERY BLVD NE ALBUQUERQUE NM 87111

PRIMARY & SPECIALTY MEDICAL CLINIC WHITE MOUNTAIN MEDICAL CLINIC

129 EL PASO RD RUIDOSO NM 88345

PRIMARY & SPECIALTY MEDICAL CLINIC PHS AMBULATORY CARE CLINIC

200 EMILIO LOPEZ ROAD LOS LUNAS NM 87031

PRIMARY & SPECIALTY MEDICAL CLINIC PLAINS REGIONAL OUTPATIENT SURGERY

2421 WEST 21ST ST CLOVIS NM 88101

AMBULATORY OUTPATIENT SURGERY PHS AMBULATORY CARE CLINIC

600 W HWY 60 SOCORRO NM 87801

PRIMARY & SPECIALTY MEDICAL CLINIC LCMC SURGICAL CLINIC

207 SUDDERTH DR RUIDOSO NM 88345

AMBULATORY SURGERY CENTER CARRIZOZO HEALTH CENTER

710 AVENUE E CARRIZOZO NM 88301

PRIMARY & SPECIALTY MEDICAL CLINIC PHS AMBULATORY CARE CLINIC

1648 ALAMEDA NW ALBUQUERQUE NM 87106

EAR, NOSE & THROAT CLINIC PHS AMBULATORY CARE CLINIC

6100 PAN AMERICAN NE STE 450 ALBUQUERQUE NM 87119

OB/GYN CLINIC LCMC INTERNAL MEDICINE ASSOCIATES

125 EL PASO RD RUIDOSO NM 88345

PRIMARY & SPECIALTY MEDICAL CLINIC CORONA HEALTH CLINIC

471 MAIN ST CORONA NM 88318

PRIMARY & SPECIALTY MEDICAL CLINIC ROSE CLINIC

330 W SMOKEY BEAR BLVD CAPITAN NM 88316

PRIMARY & SPECIALTY MEDICAL CLINIC PRESBYTERIAN AQUATICS

5528 EUBANK BLVD NE ALBUQUERQUE NM 87111

PHYSICAL THERAPY POOL PHS AMBULATORY CARE CLINIC

8312 KASEMAN CT ALBUQUERQUE NM 87110

ADULT HEALTHCARE PHS AMBULATORY CARE CLINIC

301 E MIEL DE LUNA TUCUMCARI NM 88401

FAMILY MEDICINE CLINIC SCHEDULE H, PART I, LINE 3C PRESBYTERIAN HEALTHCARE SERVICES (PHS) USED THE FEDERAL POVERTY GUIDELINES IN OUR POLICY FOR DETERMINING ELIGIBILITY FOR FREE OR DISCOUNTED CARE. SCHEDULE H, PART I, LINE 6A PHS PRODUCES AN ANNUAL COMMUNITY BENEFIT REPORT AND IT IS MADE READILY AVAILABLE VIA OUR WEB SITE AT WWW.PHS.ORG. SCHEDULE H, PART I, LINE 7G THE COST OF SUBSIDIZED HEALTH SERVICES PROVIDED BY PHS PHYSICIAN CLINICS INCLUDED IN LINE 7G AMOUNTED TO $4,347,509. SCHEDULE H, PART I, LINE 7, COLUMN (F) TOTAL BAD DEBT, INCLUDED IN FORM 990, PART IX, LINE 25, BUT REMOVED FOR SCHEDULE H, PART I, LINE 7, COLUMN (F), TOTALED $79,559,221. SCHEDULE H, PART I, LINE 7 PHS USED A COMBINATION OF OUR COST-ACCOUNTING SYSTEM AND THE APPROPRIATE COST-TO-CHARGE RATIO, WHERE APPLICABLE, TO CALCULATE THE MOST ACCURATE COST OF FINANCIAL ASSISTANCE AND OTHER COMMUNITY BENEFITS REPORTED IN LINE 7. FOR EXAMPLE, THE COST OF FINANCIAL ASSISTANCE WAS DETERMINED BY APPLYING THE COST-TO-CHARGE RATIO TO CHARITY CHARGES AND THEN SUBTRACTING ALL PAYMENTS RECEIVED ON CHARITY ACCOUNTS. HOWEVER, THE COST-ACCOUNTING SYSTEM WAS BETTER ABLE TO PROVIDE AN ACCURATE MEASUREMENT OF UNREIMBURSED MEDICAID AND UNREIMBURSED COST OF OTHER MEANS-TESTED GOVERNMENT PROGRAMS. THE COST-ACCOUNTING SYSTEM WAS ALSO USED IN DETERMINING THE COST OF SUBSIDIZED HEALTH SERVICES. SCHEDULE H, PART III, LINE 4 NET BAD DEBT EXPENSE, MEASURED AT GROSS CHARGES, IS MULTIPLIED BY THE APPROPRIATE COST-TO-CHARGE RATIO TO DETERMINE THE COST OF BAD DEBT TO REPORT ON PART III, LINE 2. PHS USES A PRESUMPTIVE FINANCIAL ASSISTANCE SOFTWARE ALGORITHM TO DETERMINE SPECIFIC PATIENT ACCOUNTS THAT QUALIFY FOR FINANCIAL ASSISTANCE, ALTHOUGH INITIALLY CLASSIFIED AS BAD DEBT. THESE ACCOUNTS ARE RECORDED ON THIS SCHEDULE AS FINANCIAL ASSISTANCE AND NOT AS BAD DEBT. COLLECTION ACTIONS ARE NOT PURSUED ON THESE ACCOUNTS ONCE THEY ARE CLASSIFIED AS FINANCIAL ASSISTANCE. THEREFORE, WE DO NOT BELIEVE THERE IS ANY OTHER AMOUNT OF BAD DEBT THAT SHOULD BE REPORTED AS FINANCIAL ASSISTANCE-ELIGIBLE FOR PART III, LINE 3. FOLLOWING IS THE TEXT OF THE BAD DEBT FOOTNOTE FROM THE PHS CONSOLIDATED FINANCIAL STATEMENTS: NET PATIENT ACCOUNTS RECEIVABLE - NET PATIENT ACCOUNTS RECEIVABLE HAVE BEEN ADJUSTED TO THE ESTIMATED AMOUNTS EXPECTED TO BE COLLECTED. PHS RECOGNIZES BAD DEBT EXPENSE AND THE ALLOWANCE FOR DOUBTFUL ACCOUNTS BASED UPON THE HISTORICAL EXPERIENCE OF EACH AFFILIATE. SCHEDULE H, PART III, LINE 8 TOTAL MEDICARE REVENUE RECEIVED IS COLLECTED FROM OUR PATIENT FINANCIAL SERVICES BILLING SYSTEM. THE COST TO PROVIDE CARE TO MEDICARE PATIENTS IS COMPUTED BASED ON THE APPROPRIATE COST-TO-CHARGE RATIO APPLIED TO MEDICARE CHARGES ASSOCIATED WITH THE NET REVENUE REPORTED ON LINE 5. THE RESULTING SHORTFALL IS REPORTED ON LINE 7. PHS STRONGLY BELIEVES THAT THIS MEDICARE SHORTFALL REPRESENTS A VALUABLE BENEFIT TO THE COMMUNITIES WE SERVE AND SHOULD BE RECOGNIZED AS A COMMUNITY BENEFIT IN ITS ENTIRETY. SOME OF THE REASONS FOR THIS POSITION INCLUDE: - ABSENT THE MEDICARE PROGRAM, AND OUR FULL PARTICIPATION WITHIN THE PROGRAM, IT IS LIKELY MANY OF THE INDIVIDUALS WE TREAT WOULD QUALIFY FOR FINANCIAL ASSISTANCE OR OTHER NEEDS-BASED GOVERNMENT PROGRAMS. - BY ACCEPTING PAYMENT BELOW COST TO TREAT THESE INDIVIDUALS, THE BURDENS OF GOVERNMENT IN NEW MEXICO ARE GREATLY RELIEVED WITH RESPECT TO THESE INDIVIDUALS. - THERE CONTINUES TO BE A SIGNIFICANT POSSIBILITY THAT THE CONTINUED REDUCTION IN REIMBURSEMENT RATES FOR THE MEDICARE PROGRAMS MAY ACTUALLY CREATE DIFFICULTIES IN HEALTHCARE ACCESS FOR THE PATIENTS WE CURRENTLY TREAT UNDER THESE PROGRAMS. - THE AMOUNT THAT PHS SPENDS EACH YEAR TO COVER THIS SUBSTANTIAL MEDICARE SHORTFALL DECREASES THE AMOUNT AVAILABLE TO COVER FINANCIAL ASSISTANCE AND OTHER COMMUNITY BENEFIT NEEDS. SCHEDULE H, PART III, LINE 9B PHS HAS A SELF PAY PAYMENT AND COLLECTION POLICY (PFS.PHS.115) WHICH INCLUDES THE FOLLOWING PROVISIONS: "PAYMENT IS DUE WITHIN 30 DAYS OF SERVICE. ALTERNATIVELY, THE PATIENT OR GUARANTOR MAY SET UP AN INSTALLMENT PAYMENT PLAN WITH PHS, OR HE/SHE MAY APPLY FOR FINANCIAL ASSISTANCE THROUGH THE PHS CHARITY CARE PROGRAM. PHS MAY FILE LIENS BUT WILL NOT INITIATE ANY EXECUTION OR FORECLOSURE ACTION ON A PRIMARY RESIDENCE. ANY OTHER EXECUTION OR FORECLOSURE MAY BE INITIATED ONLY AFTER APPROPRIATE APPROVALS ARE RECEIVED FROM THE PHS LEGAL DEPARTMENT. THE PATIENT HAS THE RIGHT, AT ANY TIME IN THE PROCESS, TO REQUEST FINANCIAL ASSISTANCE (CHARITY CARE). CHARITY CARE IS AVAILABLE TO PATIENTS WHO QUALIFY. REFER TO CHARITY CARE APPLICATION & APPROVAL PROCEDURES POLICY, PFS.PHS.116." THE CHARITY CARE APPLICATION & APPROVAL PROCEDURES POLICY INCLUDES THE FOLLOWING PROVISION: "WHEN A PATIENT HAS INDICATED OR DEMONSTRATED AN "INABILITY TO PAY", OR A NEED FOR FINANCIAL ASSISTANCE, A PHS FINANCIAL COUNSELOR FROM THE PHS PATIENT FINANCIAL SERVICES DEPARTMENT, OR ANOTHER APPROPRIATE PHS REPRESENTATIVE, WILL PROVIDE THE PATIENT WITH A SELF-PAY RESOURCE PACKET WHICH CONTAINS A FINANCIAL ASSISTANCE APPLICATION. THE COUNSELOR OR OTHER PHS REPRESENTATIVE WILL ASSIST THE PATIENT IN COMPLETING THE APPLICATION AND IN OBTAINING ALL REQUIRED DOCUMENTATION." SCHEDULE H, PART VI, LINE 2 NEEDS ASSESSMENT PHS UTILIZES A GOVERNANCE STRUCTURE WHEREBY SEPARATE COMMUNITY BOARDS SUPPORT EACH HOSPITAL IN EACH OF THE COMMUNITIES WE SERVE. THESE LOCAL COMMUNITY BOARDS HELP TO ENSURE THAT THE NEEDS OF EACH COMMUNITY ARE IDENTIFIED AND INCLUDED IN PHS' ANNUAL STRATEGY PROCESS. IN ADDITION, SOCIETAL RESPONSIBILITY IS CONSIDERED WHEN PHS AFFIRMS ITS PURPOSE DURING OUR ANNUAL RHYTHM STRATEGIC PLANNING CYCLE. FOR MORE THAN 100 YEARS, PHS HAS WORKED CLOSELY WITH THE KEY COMMUNITIES IT SERVES. IT IS PHS' BELIEF THAT, AS A HEALTH CARE ORGANIZATION, IT SHOULD SEEK TO BENEFIT THE COMMUNITY IN WAYS THAT IMPROVE HEALTH AND COLLABORATION WITH STATE, COUNTY, AND LOCAL GOVERNMENTS IS AN INTEGRAL PART OF THAT PROCESS. DURING THE ANNUAL RHYTHM STRATEGIC PLANNING CYCLE, ANALYSIS OCCURS WHEN PHS LEADERSHIP IDENTIFIES THE EXTERNAL ECONOMIC, SOCIAL, AND ENVIRONMENTAL INDICATORS THAT HAVE THE GREATEST IMPACT. PRIORITIZATION OF COMMUNITY NEEDS OCCURS AS ONE DEFINED STEP OF THIS PLANNING PROCESS. WHILE THE PHS STRATEGIC PLAN INCORPORATES ENVIRONMENTAL, SOCIAL AND ECONOMIC STRATEGIES, THERE IS A STRONG FOCUS ON COLLABORATION WITH STATE, COUNTY, AND LOCAL GOVERNMENTS TO ASSESS THE HEALTH CARE NEEDS IN EACH OF OUR COMMUNITIES. A MAJOR FOCUS IS PHS' CONTRIBUTION TO THE ECONOMIC WELL BEING OF NEW MEXICO THROUGH EXTENSIVE PARTICIPATION OF SENIOR LEADERS IN VARIOUS STATE GOVERNMENT EFFORTS TO INSURE ALL NEW MEXICANS. THROUGH ACTIVE PARTICIPATION IN COMMITTEES AND TASK FORCES APPOINTED BY THE GOVERNOR, PHS' CEO AND OTHER SENIOR LEADERS HAVE HELPED TO SHAPE POLICY AND LEGISLATION THAT HAS INCREASED THE NUMBER OF CITIZENS WHO HAVE HEALTH INSURANCE, WHICH IS A PRIMARY DETERMINANT OF HEALTH. SCHEDULE H, PART VI, LINE 3 PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE PHS IS COMMITTED TO PROVIDING BENEFITS TO THE COMMUNITY. AS A NONPROFIT, CHARITABLE, COMMUNITY-BASED HEALTHCARE PROVIDER, PHS PROVIDES MEDICALLY NECESSARY SERVICES AT NO CHARGE OR AT A REDUCED CHARGE BASED ON A SLIDING SCALE TO PATIENTS WHO MEET THE SPECIFIC CRITERIA DEFINED IN OUR FINANCIAL ASSISTANCE POLICY. THESE CRITERIA ARE CONSISTENTLY APPLIED. PHS PATIENTS ARE ADVISED OF THE AVAILABILITY OF FINANCIAL ASSISTANCE THROUGH THE PLACEMENT OF APPROPRIATE SIGNAGE IN ENGLISH AND SPANISH AT ALL PHS PATIENT-CARE CENTERS. THE PHS FINANCIAL ASSISTANCE POLICY IS ALSO POSTED ON ITS WEBSITE. PHS FINANCIAL COUNSELORS ATTEMPT TO MAKE DIRECT CONTACT WITH PATIENTS WHO ARE SELF-PAY OR WHO INDICATE AN INABILITY TO PAY FOR THEIR CARE. THE PHS PATIENT FINANCIAL SERVICES DEPARTMENT MAINTAINS AN EFFECTIVE COMMUNICATION PROGRAM BETWEEN ALL AREAS OF THE PRESBYTERIAN DELIVERY SYSTEM TO ENSURE THE CONSISTENT APPLICATION OF THIS FINANCIAL ASSISTANCE POLICY. WHEN A PATIENT HAS INDICATED OR DEMONSTRATED AN "INABILITY TO PAY" OR A NEED FOR FINANCIAL ASSISTANCE, A PHS FINANCIAL COUNSELOR FROM THE PHS PATIENT FINANCIAL SERVICES DEPARTMENT, OR ANOTHER APPROPRIATE PHS REPRESENTATIVE, REVIEWS WITH THE PATIENT GOVERNMENT PROGRAMS THAT MAY BE AVAILABLE TO HIM OR HER AND PROVIDES THE PATIENT WITH A SELF-PAY RESOURCE PACKET WHICH CONTAINS A FINANCIAL ASSISTANCE APPLICATION. THE COUNSELOR OR OTHER PHS REPRESENTATIVE WILL ASSIST THE PATIENT IN APPLYING FOR GOVERNMENT ASSISTANCE AND/OR COMPLETING THE APPLICATION FOR PHS FINANCIAL ASSISTANCE AND OBTAINING ALL REQUIRED DOCUMENTATION. SCHEDULE H, PART VI, LINE 4 COMMUNITY INFORMATION AT PHS, OUR FOCUS IS ONLY ON NEW MEXICO BECAUSE WE ARE A PART OF NEW MEXICO. OVER THE YEARS, PHS HAS BEEN GIVEN THE PRIVILEGE TO PARTNER WITH COUNTIES THROUGHOUT THE STATE TO PROVIDE OUR SERVICES. OUR EIGHT HOSPITALS ACROSS NEW MEXICO INCLUDE: - PRESBYTERIAN HOSPITAL IN ALBUQUERQUE - PRESBYTERIAN KASEMAN HOSPITAL IN ALBUQUERQUE - DR. DAN C. TRIGG MEMORIAL HOSPITAL IN TUCUMCARI - ESPANOLA HOSPITAL IN ESPANOLA - LINCOLN COUNTY MEDICAL CENTER IN RUIDOSO - PLAINS REGIONAL MEDICAL CENTER IN CLOVIS - SOCORRO GENERAL HOSPITAL IN SOCORRO - PRESBYTERIAN RIO RANCHO EMERGENCY DEPARTMENT IN RIO RANCHO PHS ALSO PROVIDES SERVICES THROUGH AMBULATORY CARE CLINICS THROUGHOUT THE STATE THAT SUPPORT OUR HOSPITALS. PHS' HEALTHCARE DELIVERY SYSTEM IS DIVIDED INTO THE CENTRAL NEW MEXICO DELIVERY SYSTEM (CDS) AND THE REGIONAL DELIVERY SYSTEM (RDS). THE CDS INCLUDES PRESBYTERIAN HOSPITAL, PRESBYTERIAN KASEMAN HOSPITAL, PRESBYTERIAN RIO RANCHO EMERGENCY DEPARTMENT, THE FUTURE PRESBYTERIAN RUST MEDICAL CENTER (UNDER CONSTRUCTION) AND NUMEROUS AMBULATORY CARE CLINICS SUPPORTING THESE FACILITIES IN THE FOUR-COUNTY METRO AREA. THIS FOUR-COUNTY AREA INCLUDES THE COUNTIES SURROUNDING ALBUQUERQUE: BERNALILLO, SANDOVAL, TORRANCE, AND VALENCIA. THE POPULATION IN THIS AREA TENDS TO BE MORE URBAN THAN MOST OF NEW MEXICO, AND THE CITIZENS IN THIS AREA HAVE MORE HEALTH CARE OPTIONS. THE RDS INCLUDES DR. DAN C. TRIGG MEMORIAL HOSPITAL, ESPANOLA HOSPITAL, LINCOLN COUNTY MEDICAL CENTER, PLAINS REGIONAL MEDICAL CENTER, SOCORRO GENERAL HOSPITAL AND THE CLINICS THAT SUPPORT THESE FACILITIES. TRIGG, LINCOLN COUNTY, AND SOCORRO HOSPITALS ARE DESIGNATED AS CRITICAL ACCESS HOSPITALS FOR THE COMMUNITIES THEY SERVE. EACH OF THESE REGIONAL LOCATIONS IS PRIMARILY RURAL WITH LOWER INCOMES, LESS ACCESS TO HEALTHCARE FOR THEIR CITIZENS, AND SPECIFIC HEALTH CHALLENGES FOR THE POPULATIONS. SCHEDULE H, PART VI, LINE 5 PROMOTION OF COMMUNITY HEALTH COMMUNITY BUILDING ACTIVITIES PHS' COMMUNITY BUILDING ACTIVITIES INCLUDE SUPPORT FOR HEALTHCARE ORGANIZATIONS THAT PROVIDE SERVICES TO INDIVIDUALS WHO ARE HOMELESS OR TO PERSONS WITH CHRONIC HEALTH CHALLENGES. THESE EFFORTS ALSO EMPHASIZE QUALITY IMPROVEMENT AND FINANCIAL SUPPORT FOR QUALITY IMPROVEMENT ORGANIZATIONS LOCALLY AND NATIONALLY. IN ADDITION, PHS SUPPORTS EDUCATIONAL IMPROVEMENT, BOTH FOR THE GENERAL POPULATION AND FOR THE NURSING PROFESSION SPECIFICALLY. PHS' HUMAN RESOURCES DEPARTMENT PROVIDES MANY MAN HOURS OF COMMUNITY OUTREACH TO EDUCATE YOUTH AND ADULTS ON CAREER OPPORTUNITIES AND WAYS THEY CAN PREPARE THEMSELVES FOR THOSE OPPORTUNITIES. PHS ALSO SUPPORTS ECONOMIC DEVELOPMENT IN THE COMMUNITIES WE SERVE AND PARTICIPATES IN NUMEROUS FUND-RAISING ACTIVITIES BENEFITTING OTHER COMMUNITY RESOURCES SUCH AS THE ALBUQUERQUE BIO-PARK AND THE ALBUQUERQUE HISPANO CHAMBER OF COMMERCE. PERHAPS MORE IMPORTANT THAN OUR FINANCIAL SUPPORT FOR THESE COMMUNITY BUILDING ACTIVITIES IS OUR SENIOR LEADER INVOLVEMENT ON THE BOARDS AND COMMITTEES OF COMMUNITY ORGANIZATIONS THROUGHOUT NEW MEXICO AND ACROSS ALL OF THESE CATEGORIES. ALL CASH AND IN-KIND FINANCIAL, STAFF, AND FACILITY SUPPORT FOR THESE COMMUNITY BUILDING GROUPS ARE INCLUDED IN SCHEDULE H, PARTS I AND II. SCHEDULE H, PART VI, LINE 5 PROMOTION OF COMMUNITY HEALTH OTHER INFORMATION COMMUNITY-BASED VOLUNTEER BOARDS ARE THE CORNERSTONE OF PHS' GOVERNANCE SYSTEM. THE PHS BOARD, WITH KEY SUPPORTING COMMITTEES IN COMPLIANCE AND AUDIT, EXECUTIVE COMPENSATION, FINANCE, GOVERNANCE, AND QUALITY, IS ULTIMATELY RESPONSIBLE FOR THE ENTIRE SYSTEM. THE OVERALL GOVERNANCE STRUCTURE ALSO INCLUDES A VOLUNTEER BOARD FOR EACH OF THE HOSPITALS. THE HOSPITAL AFFILIATE BOARDS REPORT TO THE PHS BOARD, GOVERN IN THE COMMUNITIES WHERE THEY RESIDE, AND ARE CHARGED WITH ASSESSING AND ENSURING THE APPROPRIATENESS OF THE HEALTH CARE SERVICES PROVIDED. THE HOSPITALS' MEDICAL STAFFS ORGANIZE AND ENGAGE INDEPENDENT AND EMPLOYED PHYSICIANS IN HOSPITAL DECISION-MAKING, CREDENTIALING, AND OVERSIGHT OF QUALITY OF PATIENT CARE. PHYSICIANS ARE ACTIVE MEMBERS OF PRESBYTERIAN'S LEADERSHIP AND GOVERNING BOARDS, SERVING ON THE PHS BOARD OF DIRECTORS AND ITS COMMITTEES AS WELL AS PROVIDING OPERATIONAL AND CLINICAL LEADERSHIP. ALL PHS HOSPITALS MAINTAIN OPEN MEDICAL STAFFS AND PROVIDE 24-HOUR EMERGENCY CARE. ALL OF OUR FACILITIES PROVIDE FREE OR DISCOUNTED MEDICALLY NECESSARY CARE TO PATIENTS WHO ARE UNABLE TO PAY. IN ADDITION, WE PROVIDE MANY NEEDED SERVICES, INCLUDING PEDIATRIC SPECIALTY SERVICES AND BEHAVIORAL HEALTH SERVICES, AT A FINANCIAL LOSS, SERVICES THAT WOULD BECOME THE BURDEN OF GOVERNMENT OR ANOTHER NONPROFIT, OR SIMPLY NOT BE AVAILABLE, IF WE DISCONTINUED THEM. PHS IS A FULL PARTICIPANT IN THE MEDICARE AND MEDICAID PROGRAMS, ALONG WITH NUMEROUS OTHER GOVERNMENTAL, NEEDS-BASED PROGRAMS. PHS REINVESTS THE MARGIN WE EARN INTO BETTER HEALTH CARE FOR NEW MEXICO. WE HAVE NO SHAREHOLDERS TO SATISFY - ONLY FELLOW NEW MEXICANS TO SERVE. WE HAVE REINVESTED MORE THAN $526 MILLION INTO LOCAL HEALTH CARE IN THE LAST FIVE YEARS ALONE. CURRENTLY, CONSTRUCTION IS UNDERWAY ON RIO RANCHO'S FIRST FULL-SERVICE HOSPITAL - THE PRESBYTERIAN RUST MEDICAL CENTER. WHEN THIS FACILITY OPENS, IT WILL BE NEW MEXICO'S FIRST 21ST CENTURY HOSPITAL WITH 81 PRIVATE PATIENT ROOMS AND PROVEN DESIGN ELEMENTS TO HELP STAFF DELIVER CARE AND TO HELP PATIENTS HEAL FASTER. WE HAVE REINVESTED OUR FUNDS TO IMPROVE PATIENT SAFETY THROUGH TECHNOLOGY SUCH AS PHARMACY AUTOMATION AND ELECTRONIC MEDICAL RECORDS. SCHEDULE H, PART VI, LINE 6 AFFILIATED HEALTH CARE SYSTEM PHS IS A NONPROFIT INTEGRATED HEALTH CARE SYSTEM THAT HAS SERVED THE STATE OF NEW MEXICO FOR MORE THAN 100 YEARS. PHS PROVIDES PATIENTS WITH PREVENTATIVE, DIAGNOSTIC, AND TREATMENT SERVICES IN HOSPITALS AND AMBULATORY FACILITIES THROUGHOUT NEW MEXICO AND EMPLOYS PHYSICIANS AND MID-LEVEL PRACTITIONERS SUCH AS NURSE PRACTITIONERS AND PHYSICIAN ASSISTANTS IN OVER 90 CLINICS LOCATED WITHIN 41 FACILITIES IN NEW MEXICO. IN ADDITION, THROUGH INNOVATIVE SERVICES, MANY PATIENTS HAVE THE BENEFIT OF A PATIENT-CENTERED MEDICAL HOME AND CAN INTERACT WITH PHYSICIANS AND MID-LEVEL PRACTITIONERS ONLINE THROUGH E-VISITS AND IN THEIR HOME SETTING THROUGH THE HOSPITAL AT HOME PROGRAM. PHS OFFERS EMERGENCY RESPONSE AND NON-EMERGENCY AMBULANCE SERVICES IN ALBUQUERQUE THROUGH AN AFFILIATED NON-PROFIT COMPANY AND PROVIDES SUCH SERVICES DIRECTLY IN LINCOLN AND RIO ARRIBA COUNTIES. PHS IS AFFILIATED WITH PRESBYTERIAN HEALTH PLAN AND PRESBYTERIAN INSURANCE COMPANY. THESE ORGANIZATIONS PROVIDE PRODUCTS AND SERVICES DESIGNED AND DELIVERED TO PREVENT ILLNESS AND COORDINATE CARE FOR MORE THAN 444,000 MEMBERS THROUGHOUT NEW MEXICO. PHP PRODUCTS INCLUDE COMMERCIAL (EMPLOYER-SPONSORED AND INDIVIDUAL) AND GOVERNMENTAL (MEDICAID, MEDICARE AND OTHER) INSURANCE. THE PHP NETWORK IS COMPRISED OF PHS OWNED AND OPERATED FACILITIES AND PMG PRACTITIONERS AS WELL AS INDEPENDENT HOSPITALS AND PRACTITIONERS THROUGHOUT THE STATE. SCHEDULE H, PART VI, LINE 7 STATES WHERE COMMUNITY BENEFIT IS REPORTED PHS PUBLISHES A REPORT TO THE COMMUNITY ANNUALLY. THIS REPORT IS DISTRIBUTED TO COMMUNITY LEADERS THROUGHOUT THE STATE OF NEW MEXICO AND IS AVAILABLE ON OUR WEBSITE. IN ADDITION, PHS FILES A COPY OF ITS COMPLETE FORM 990, WHICH INCLUDES COMMUNITY BENEFIT INFORMATION, WITH THE NEW MEXICO ATTORNEY GENERAL'S OFFICE. ALSO, A FULL COPY OF FORM 990 IS INCLUDED WITH OUR ANNUAL CA-199 SUBMISSION IN CALIFORNIA. true AMERICAN HEART ASSOCIATION 2201 SAN PEDRO DR NE ALBUQUERQUE NM 87110 135613797 501(C)(3) 10000 HEALTH IMPROVEMENT FOR THE GENERAL COMMUNITY JUVENILE DIABETES ASSOCIATION 2501 SAN PEDRO NE ALBUQUERQUE NM 87110 860950602 501(C)(3) 7500 HEALTH IMPROVEMENT FOR THE GENERAL COMMUNITY NATIONAL HISPANIC CULTURAL CENTER FDN 1701 4TH ST SW ALBUQUERQUE NM 87102 850335056 501(C)(3) 12500 HEALTH IMPROVEMENT FOR THE GENERAL COMMUNITY NM BIOPARK SOCIETY 903 TENTH STREET SW ALBUQUERQUE NM 87102 237087964 501(C)(3) 25000 HEALTH IMPROVEMENT FOR THE GENERAL COMMUNITY UNITED BLOOD SERVICES 6220 E OAK STREET SCOTTSDALE AZ 85252 860098929 501(c)(3) 10000 HEALTH IMPROVEMENT FOR THE GENERAL COMMUNITY AMERICAN CANCER SOCIETY PO BOX 2856 CLOVIS NM 88102 131788491 501(C)(3) 6750 HEALTH IMPROVEMENT FOR THE GENERAL COMMUNITY SOUTHWEST COLFAX COUNTY SPECIAL HOSPITAL 615 PROSPECT STREET SPRINGER NM 87741 264644021 GOV'T ENT 288000 HEALTH IMPROVEMENT FOR THE GENERAL COMMUNITY UNITED WAY OF EASTERN NM 215 N MAIN ST CLOVIS NM 88101 237109243 501(C)(3) 10000 HEALTH IMPROVEMENT FOR THE GENERAL COMMUNITY ALBUQUERQUE HEALTH CARE FOR THE HOMELESS PO BOX 25445 ALBUQUERQUE NM 87125 850368993 501(C)(3) 70000 HEALTH IMPROVEMENT FOR THE UNDER-SERVED METROPOLITAN ASSESSMENT & TREATMENT SERVICES 5901 ZUNI SE ALBUQUERQUE NM 87108 GOV'T ENT 300000 HEALTH IMPROVEMENT FOR THE UNDER-SERVED SILVER HORIZONS NEW MEXICO 1212 CANDELARIA NW ALBUQUERQUE NM 87197 850279898 501(C)(3) 10000 HEALTH IMPROVEMENT FOR THE UNDER-SERVED HEALTH CENTER OF NM PO BOX 158 ESPANOLA NM 87532 850244588 501(c)(3) 244009 HEALTH IMPROVEMENT FOR THE UNDER-SERVED LA CLINICA DEL PUEBLO 2831 15TH ST NW WASHINGTON DC 20009 521942551 501(c)(3) 244009 HEALTH IMPROVEMENT FOR THE UNDER-SERVED LA CLINICAS DEL NORTE PO BOX 25 CHAMA NM 87520 850209845 501(c)(3) 109258 HEALTH IMPROVEMENT FOR THE UNDER-SERVED RIO ARRIBA COUNTY TREATMENT 1122 INDUSTRIAL PARK RD ESPANOLA NM 87532 850423951 501(c)(3) 131109 HEALTH IMPROVEMENT FOR THE UNDER-SERVED ESPANOLA VALLEY CHAMBER OF COMMERCE PO BOX 190 ESPANOLA NM 87532 850166403 501(c)(3) 6605 PROMOTE ECONOMIC DEVELOPMENT GREATER ALBUQUERQUE CHAMBER OF COMMERCE 115 GOLD AVE SW ALBUQUERQUE NM 87102 850018940 501(c)(3) 21495 PROMOTE ECONOMIC DEVELOPMENT CENTER FOR NURSING EXCELLENCE PO BOX 92048 ALBUQUERQUE NM 87199 850463326 501(c)(3) 10000 PROMOTE QUALITY IMPROVEMENT 18 0 VARIOUS - FLU SHOTS 6000 61862 COST FLU SHOTS VARIOUS - LIFELINE MONITORING 56 11847 COST MONITOR SVCS VARIOUS - INDIGENT TRANSPORTATION 442 11052 COST TAXI SVCS VARIOUS - INDIGENT MEALS 805 4030 COST MEALS VARIOUS - HEALTHPLEX GIFT CERTIFICATES 4 327 FMV GIFT CERT VARIOUS - NURSING SCHOLARSHIPS 3 3000 PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS PRESBYTERIAN HEALTHCARE SERVICES (PHS) MONITORS ALL ORGANIZATIONS THAT RECEIVE GRANT FUNDS. THE PRESBYTERIAN SENIOR LEADER SUBMITTING OR PROPOSING THE GRANT REQUEST REPORTS BACK TO PHS ON THE OUTCOMES RELATING TO THE GRANT FUNDS. GRANT FUNDS ARE ONLY MADE AVAILABLE TO CONFIRMED 501(C)(3) ORGANIZATIONS, GOVERNMENT ENTITIES, AND FOR A FEW SMALL SCHOLARSHIPS, TO INDIVIDUAL STUDENTS. X true true X X X X X true true false false false false false false false ELAINE PAPAFRANGOS MD 207249 0 11760 0 311 0 52330 0 12118 0 283768 0 0 0 JAMES HINTON 415256 415258 160773 160773 15378 15378 505551 565096 12699 12697 1109657 1169202 16948 16948 PAUL BRIGGS 327072 189067 92395 49751 4642 2679 49101 0 13547 7745 486757 249242 1837 989 DIANE FISHER 153446 153446 42063 42063 3387 3387 73050 0 4717 4712 276663 203608 0 0 DALE MAXWELL 317885 43077 102721 0 14335 7066 27156 0 2255 260 464352 50403 0 0 CARL LAGERSTROM MD 739651 0 147111 0 2163 0 68767 0 22243 0 979935 0 0 0 PETER WALINSKY MD 716548 0 190173 0 1208 0 33586 0 20049 0 961564 0 0 0 CHRIS WEHR MD 801489 0 226738 0 1923 0 69011 0 20738 0 1119899 0 0 0 HIRAK SEN MD 726760 0 227444 0 1218 0 11025 0 8188 0 974635 0 0 0 MARK ERASMUS MD 1016729 0 5329 0 2064 0 9800 0 15592 0 1049514 0 0 0 DONNA AGNEW 251209 0 50776 0 3572 0 115471 0 12878 0 433906 0 1811 0 HECTOR ARREDONDO 322144 0 0 0 3073 0 4900 0 22314 0 352431 0 0 0 DOYLE BOYKIN 148616 0 17952 0 2767 0 58328 0 6733 0 234396 0 0 0 LAUREN CATES 282716 0 79017 0 887 0 32783 0 20247 0 415650 0 0 0 KATHLEEN DAVIS RN 344480 0 97798 0 6385 0 42520 0 22170 0 513353 0 462 0 ROBIN DIVINE 126072 0 18529 0 262 0 12583 0 19278 0 176724 0 0 0 MARK EPSTEIN 263120 0 44805 0 893 0 12250 0 19444 0 340512 0 0 0 ROBERT GARCIA 266450 0 51866 0 8825 0 322959 0 1912 0 652012 0 0 0 CLAY HOLDERMAN 276889 0 86753 0 8492 0 8575 0 18610 0 399319 0 0 0 JAMES JEPPSON 171651 0 22548 0 2881 0 67479 0 17512 0 282071 0 0 0 CINDY MCGILL 179217 119478 60436 40290 1432 955 8575 0 8778 5852 258438 166575 0 0 MICHAEL MCGRAIL 162179 0 88231 0 194095 0 0 0 8639 0 453144 0 21379 0 ELIZABETH SMITH 140221 0 5396 0 986 0 16246 0 12635 0 175484 0 0 0 PETER SNOW 83072 83072 39003 39003 118135 159531 185114 70839 7284 7284 432608 359729 0 0 DIANA WEBER 403150 0 5513 0 470 0 11025 0 948 0 421106 0 0 0 JOSEPH CALVARUSO 0 0 0 0 123143 0 0 0 0 0 123143 0 0 0 DAVID HENNIGAN 200909 0 34096 0 2108 0 10863 0 12388 0 260364 0 383 0 CHERYL MITCHELL 154317 0 10269 0 3233 0 82861 0 13028 0 263708 0 0 0 MATTHEW PEHRSON 154101 0 64004 0 2428 0 11375 0 18120 0 250028 0 0 0 DAVID SCRASE 95815 0 8718 59361 629 0 8710 0 4994 0 118866 59361 8718 59361 HOYT SKABELUND 238271 0 15128 0 793 0 47788 0 17118 0 319098 0 0 0 SUPPLEMENTAL COMPENSATION INFORMATION SCHEDULE J PART I LINE 1A PHS PAID AIRFARE FOR DEL ARCHULETA'S SPOUSE TO ATTEND A GOVERNANCE CONFERENCE. THE SPOUSAL TRAVEL COST $118 AND MR. ARCHULETA RECEIVED A FORM 1099 FOR THIS AMOUNT. PHS PAID AIRFARE FOR BRIAN BURNETT'S SPOUSE TO ATTEND A GOVERNANCE CONFERENCE. THE SPOUSAL TRAVEL COST $118 AND MR. BURNETT RECEIVED A FORM 1099 FOR THIS AMOUNT. PHS PAID AIRFARE FOR LARRY STROUP'S SPOUSE TO ATTEND A GOVERNANCE CONFERENCE. THE SPOUSAL TRAVEL COST $118 AND MR. STROUP RECEIVED A FORM 1099 FOR THIS AMOUNT. SCHEDULE J PART I LINE 4A MICHAEL MCGRAIL RECEIVED A SEVERANCE PAYMENT OF $192,354 INCLUDED IN OTHER REPORTABLE COMPENSATION. PETER SNOW RECEIVED SEVERANCE PAYMENTS OF $115,985 AND $115,985 FROM REPORTING ORGANIZATION AND RELATED ORGANIZATION, RESPECTIVELY. JOSEPH CALVARUSO RECEIVED A SEVERANCE PAYMENT OF $123,143 INCLUDED IN OTHER COMPENSATION. SCHEDULE J PART I LINE 4B JOYCE GODWIN RECEIVED CURRENT TAXABLE PAYMENTS FROM A SUPPLEMENTAL NON-QUALIFIED DEFINED BENEFIT PLAN EARNED IN PRIOR YEARS AS AN EMPLOYEE. MS. GODWIN LEFT EMPLOYMENT WITH PRESBYTERIAN HEALTHCARE SERVICES IN 1993, BUT SHE SERVED AS A DIRECTOR THROUGH DECEMBER 2010. JAMES HINTON (1) RECEIVED CURRENT TAXABLE PAYOUTS FROM NON-QUALIFIED DEFERRED COMPENSATION PLANS FROM COMPENSATION EARNED AND REPORTED AS DEFERRED COMPENSATION IN PRIOR YEARS IN THE AMOUNTS OF $16,948 & $16,948 FROM REPORTING ORGANIZATION AND RELATED ORGANIZATION, RESPECTIVELY, AND (2) WAS A CURRENT YEAR PARTICIPANT IN NON-QUALIFIED SUPPLEMENTAL RETIREMENT PLANS. THE 2010 INCREASE IN VALUE OF THE SERPS FOR MR. HINTON WERE $402,256 & $565,096 , WHICH IS INCLUDED IN THE REPORTED DEFERRED COMPENSATION AMOUNT FOR REPORTED ORGANIZATION AND RELATED ORGANIZATION, RESPECTIVELY. PAUL BRIGGS RECEIVED CURRENT TAXABLE PAYOUTS FROM NON-QUALIFIED DEFERRED COMPENSATION PLANS FROM COMPENSATION EARNED AND REPORTED AS DEFERRED COMPENSATION IN PRIOR YEARS IN THE AMOUNTS OF $1,837 & $989 FROM REPORTING ORGANIZATION AND RELATED ORGANIZATION, RESPECTIVELY. DONNA AGNEW RECEIVED A CURRENT TAXABLE PAYOUT FROM A NON-QUALIFIED DEFERRED COMPENSATION PLAN FROM COMPENSATION EARNED AND REPORTED AS DEFERRED COMPENSATION IN PRIOR YEARS IN THE AMOUNT OF $1,811. KATHLEEN DAVIS RECEIVED A CURRENT TAXABLE PAYOUT FROM A NON-QUALIFIED DEFERRED COMPENSATION PLAN FROM COMPENSATION EARNED AND REPORTED AS DEFERRED COMPENSATION IN PRIOR YEARS IN THE AMOUNT OF $462. ROBERT GARCIA WAS A CURRENT YEAR PARTICIPANT IN A NON-QUALIFIED SUPPLEMENTAL RETIREMENT PLAN. THE 2010 INCREASE IN VALUE OF THE SERP FOR MR. GARCIA WAS $163,077. MICHAEL MCGRAIL RECEIVED CURRENT TAXABLE PAYOUTS FROM A NON-QUALIFIED DEFERRED COMPENSATION PLAN FROM COMPENSATION EARNED AND REPORTED AS DEFERRED COMPENSATION IN PRIOR YEARS IN THE AMOUNT OF $21,379. DAVID HENNIGAN RECEIVED A CURRENT TAXABLE PAYOUT FROM A NON-QUALIFIED DEFERRED COMPENSATION PLAN FROM COMPENSATION EARNED AND REPORTED AS DEFERRED COMPENSATION IN PRIOR YEARS IN THE AMOUNT OF $383. PETER SNOW WAS A CURRENT YEAR PARTICIPANT IN NON-QUALIFIED SUPPLEMENTAL RETIREMENT PLANS. THE 2010 INCREASE IN VALUE OF THE SERPS FOR MR. SNOW WERE $70,839 & $70,839 FOR REPORTING ORGANIZATION AND RELATED ORGANIZATION, RESPECTIVELY. DAVID SCRASE RECEIVED CURRENT TAXABLE PAYOUTS FROM NON-QUALIFIED DEFERRED COMPENSATION PLANS FROM COMPENSATION EARNED AND REPORTED AS DEFERRED COMPENSATION IN PRIOR YEARS IN THE AMOUNTS OF $8,718 & $59,361 FROM REPORTING ORGANIZATION AND RELATED ORGANIZATION, RESPECTIVELY. OTHER SUPPLEMENTAL INFORMATION ELAINE PAPAFRANGOS WAS COMPENSATED BY PRESBYTERIAN HEALTHCARE SERVICES AS AN EMPLOYED PHYSICIAN. NONE OF THIS COMPENSATION WAS FOR DUTIES AS A BOARD MEMBER. SEE PART V 850334237 647370EM2 2008-11-25 384259646 SEE PART V false false false SEE PART V 850334237 647370FE0 2009-09-24 132007250 SEE PART V false false false 7460000 384327212 3755751 290832 32201275 348079354 2009 true false true true 132007250 2007250 60282621 69717379 false false false true false true true true true 0.00550 0.00080 0.00630 true false false false false 0.00000 0.00000 0.00000 true false true true SEE PART V 25. false false false false true false false false false false true PART I, LINE A - COL A - New Mexico Hospital Equipment Loan Council Hospital System Revenue Bonds (Presbyterian Healthcare Services), Series 2008A, 2008B, 2008C, and 2008D. COL F - REFUND BONDS ISSUED 7/28/05 AND 3/28/08 AND FINANCE NEW FACILITIES. PART I, LINE B - COL A - New Mexico Hospital Equipment Loan Council Hospital System Revenue Bonds (Presbyterian Healthcare Services), Series 2009A. COL F - CONSTRUCTION, ACQUISITION, AND EQUIPMENT OF NEW HEALTHCARE FACILITY. PART II, LINE 3, COL A - Includes investment earnings of $67,566. PART II, LINE 3, COL B - Includes investment earnings of $0. PART II, LINE 11, COL A - $348,079,354 of proceeds was spent to currently refund bonds issued 7/28/05 and 3/28/08. PART IV, LINE 3B, COL A - Goldman, Sachs Mitsui Marine Derivative Products, L.P. AEIX BOD PHS / DIR AEIX 3504000 PURCHASE EXCESS INSUR. false INFECT DISEASE INT MED BOD PHS / KEY EMPL 212754 PAYMENT FOR MED SERVICES false LOUIS TROST MD BOD PHS / SPOUSE 144257 EMPLOYEE COMP false PNM RESOURCES BOD PHS / DIR PNM 3357238 PAYMENT FOR ELECTRIC SERV false PREMIER INC BOD PHS / DIR PREMIER 728760 PAYMENT FOR PURCHASING SERV false ROBERT SCRASE FORMER KEY / SON 53022 EMPLOYEE COMP false TRICORE LAB SERVICES CORP OFFICER PHS / DIR TLSC 44745476 PAYMENT FOR LAB SERVICES false TRICORE REFERENCE LABS OFFICER PHS / DIR TRL 840851 PAYMENT FOR LAB SERVICES false TRICORE LAB SERVICES CORP KEY PHS / DIR TLSC 44745476 PAYMENT FOR LAB SERVICES false TRICORE REFERENCE LABS KEY PHS / DIR TRL 840851 PAYMENT FOR LAB SERVICES false TRICORE LAB SERVICES CORP KEY PHS / DIR TLSC 44745476 PAYMENT FOR LAB SERVICES false TRICORE REFERENCE LABS KEY PHS / DIR TRL 840851 PAYMENT FOR LAB SERVICES false PNM RESOURCES BOD PHS / OFF PNM 3357238 PAYMENT FOR ELECTRIC SERVICES false PNI SUBS BOD PHS / BOD PNI 458928739 PAYMENTS RECEIVED FOR MEDICAL false PNI SUBS BOD PHS / BOD PNI 458928739 PAYMENTS RECEIVED FOR MEDICAL false DESCRIPTION OF VOLUNTEERS FORM 990, PART I, LINE 6 THE PRESBYTERIAN HEALTHCARE SERVICES' (PHS) VOLUNTEERS ARE UNPAID WORKERS PROVIDING PROFESSIONAL AND EMPATHETIC SERVICE TO PATIENTS, STAFF, PHYSICIANS AND THE COMMUNITY IN A MANNER CONSISTENT WITH THE GOALS AND OBJECTIVES OF PHS. PHS VOLUNTEERS ARE GOVERNED BY A BOARD WHICH OVERSEES THE REVENUE AND EXPENSES ASSOCIATED WITH THE DEPARTMENT. VOLUNTEER SERVICES' DEPARTMENT STAFF ACT IN AN ADVISORY ROLE TO THE BOARD. VOLUNTEERS, IN SUPPORT OF THE PHS WORKFORCE, ARE REPRESENTED IN NEARLY EVERY CLINICAL AND ADMINISTRATIVE AREA WITHIN PHS. STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS FORM 990, PART III, LINE 4 1. STATEMENT OF EXEMPT PURPOSE PHS EXISTS TO IMPROVE THE HEALTH OF THE PATIENTS, MEMBERS, AND COMMUNITIES WE SERVE. 2. EXEMPT PURPOSE ACHIEVEMENTS PHS WAS FOUNDED IN ALBUQUERQUE, NEW MEXICO IN 1908 AS A HAVEN FOR TUBERCULOSIS PATIENTS. IN THE CENTURY SINCE, PHS HAS GROWN TO BECOME NEW MEXICO'S LARGEST PROVIDER OF HEALTHCARE SERVICES, HELPING MORE THAN ONE IN THREE NEW MEXICANS WITH THEIR HEALTHCARE NEEDS. WE HAVE REMAINED NOT-FOR-PROFIT AND COMMITTED TO COMMUNITIES THROUGHOUT NEW MEXICO, REINVESTING IN BETTER HEALTHCARE SERVICES. COMMUNITY-BASED, VOLUNTEER BOARDS OF TRUSTEES FORM THE CORNERSTONE OF PHS' GOVERNANCE SYSTEM. PHS' BOARD OF DIRECTORS, WITH KEY SUPPORTING COMMITTEES IN COMPLIANCE AND AUDIT, FINANCE, GOVERNANCE, AND QUALITY, GOVERNS THE ENTIRE PHS SYSTEM. THE OVERALL GOVERNANCE STRUCTURE ALSO INCLUDES A COMMUNITY BOARD OF TRUSTEES FOR EACH OF THE HOSPITALS IN THE SYSTEM. BOARD MEMBERS GOVERN IN THE COMMUNITIES WHERE THEY RESIDE AND PLAY A KEY ROLE IN ASSESSING AND ENSURING THE APPROPRIATENESS OF HEALTHCARE SERVICES PHS PROVIDES. PHS BOARDS MAINTAIN HIGH STANDARDS FOR QUALITY AND LEADERSHIP, AND EVERY BOARD MEMBER IS REQUIRED TO COMPLETE COMPLIANCE TRAINING, A CONFLICT OF INTEREST STATEMENT, AND AN ETHICS PLEDGE. SINCE 2002, THE PHS' BOARD OF DIRECTORS HAS PURSUED A LONG-TERM STRATEGY OF ACHIEVING NATIONAL EXCELLENCE TO BEST SERVE OUR PURPOSE TO IMPROVE THE HEALTH OF INDIVIDUALS, FAMILIES, AND COMMUNITIES. IN 2010, THE PHS BOARD OF DIRECTORS APPROVED A REFINED FOCUS ON STRATEGY TO RADICALLY IMPROVE THE CUSTOMER EXPERIENCE. TO ACCOMPLISH THIS, WE WILL TRANSFORM OUR INTEGRATED SYSTEM TO PRODUCE, 1) BEST CLINICAL QUALITY: OUR CLINICAL SERVICES AND HEALTH COVERAGE WILL BE EXCELLENT, SAFE, TIMELY AND DESIGNED AROUND THE PATIENT AND MEMBER, 2) ONE PRESBYTERIAN: WE WILL INCREASE OUR INTEGRATION OF HOSPITAL, PHYSICIAN SERVICES AND FINANCING TO PROVIDE PATIENTS AND MEMBERS A SEAMLESS, RELIABLE AND CARING EXPERIENCE, 3) AFFORDABILITY AND SUSTAINABILITY: WE WILL IMPROVE PROCESSES AND ELIMINATE WASTE TO SUBSTANTIALLY REDUCE THE COST OF OUR SERVICES TO PATIENTS AND MEMBERS WHILE INVESTING IN FUTURE HEALTHCARE NEEDS. ADDITIONALLY, PHS CONTINUES TO IMPROVE THROUGH ITS FOCUS ON THE NATIONAL MALCOLM BALDRIGE QUALITY AWARD. IN 2004, A STATE QUALITY ORGANIZATION MODELED ON BALDRIGE, QUALITY NEW MEXICO, AWARDED PHS AND ITS AFFILIATES THE ZIA AWARD, ITS HIGHEST HONOR FOR PERFORMANCE EXCELLENCE. THAT SAME YEAR, PHS ACHIEVED CONSENSUS-LEVEL REVIEW FROM NATIONAL BALDRIGE EXAMINERS. IN 2005, 2006, 2009, & 2010 PHS WENT THE NEXT STEP ON OUR NATIONAL EXCELLENCE JOURNEY AND RECEIVED A SITE VISIT FROM NATIONAL BALDRIGE EXAMINERS. THE SITE VISIT IS THE SECOND OF THREE STEPS TOWARD ACHIEVING THE BALDRIGE AWARD. IN 2010, PHS CONTINUED ITS ONGOING COMMITMENT TO REDUCING UNANTICIPATED HARM THROUGH THE ENTERPRISE-WIDE PATIENT SAFETY PROGRAM. NUMEROUS CLINICAL IMPROVEMENT INITIATIVES HAVE BEEN A PART OF THIS PROGRAM AND HAVE RESULTED IN A 45% DECREASE IN HARM FROM 2009 TO 2010, INCLUDING: - SERIOUS HEALTHCARE ACQUIRED INFECTIONS DOWN BY 30% - SURGICAL COMPLICATIONS DOWN BY 37% - SERIOUS REPORTABLE EVENTS, AS DEFINED BY THE NATIONAL QUALITY FORUM, DOWN BY 48% - INDICATORS OF ANTICIPATED HARM ARE DOWN BY 49% SOME OF THE QUALITY IMPROVEMENT INITIATIVES THAT CONTRIBUTED TO THIS OVERALL DECREASE IN UNANTICIPATED HARM INCLUDE PROJECTS FOCUSED ON PREVENTION OF CENTRAL LINE INFECTIONS, VENTILATOR ASSOCIATED PNEUMONIA, CATHETER ASSOCIATED URINARY TRACT INFECTIONS AND POST SURGICAL INFECTIONS. OTHER PROJECTS THAT CONTRIBUTED INCLUDE PRESSURE ULCER REDUCTION AND MEDICATION ERROR REDUCTION, EARLIER IDENTIFICATION OF CHANGES IN PATIENTS' CONDITION TO IMPROVE OUTCOMES FOR PATIENTS WITH SEPSIS, AND BETTER STANDARDIZATION AND IMPROVEMENT IN CARE FOR PATIENTS WHO COME TO US FOR TREATMENT OF HEART ATTACK, HEART FAILURE, PNEUMONIA, AND SURGICAL INTERVENTION. PHS HAS PARTICIPATED IN SEVERAL HARM REDUCTION INITIATIVES AS PART OF LARGER COLLABORATIVE EFFORTS WITH WELL KNOWN HEALTHCARE ORGANIZATIONS, INCLUDING THE INSTITUTE FOR HEALTHCARE IMPROVEMENT, THE ROBERT WOOD JOHNSON FOUNDATION, AND THE PREMIER HEALTHCARE ALLIANCE. ONE SUCH PROJECT HAS BEEN THE PREMIER MULTI-FACILITY (65 HOSPITALS), MULTIYEAR PERINATAL IMPROVEMENT PROJECT, WHICH FOCUSES ON 10 ADVERSE, OFTEN PREVENTABLE SITUATIONS THAT CAN OCCUR DURING THE DELIVERY PROCESS. PRESBYTERIAN RECOGNIZES THE IMPORTANCE OF ENGAGEMENT AND EDUCATION AT ALL LEVELS OF THE ORGANIZATION IN CREATING A CULTURE OF SAFETY AND ASSURING THE SAFEST POSSIBLE CARE FOR OUR PATIENTS. COMMITMENT TO THIS HAS BEEN REFLECTED IN TEAM TRAINING FOR STAFF AND PHYSICIANS IN MANY HIGH RISK AREAS, INCLUDING SURGERY, OBSTETRICS AND THE EMERGENCY DEPARTMENTS. THE PURPOSE OF THIS INITIATIVE IS TO CLARIFY AND IMPROVE KEY HANDOFF STEPS AND ENCOURAGE ALL TEAM MEMBERS TO SPEAK UP ON THE PATIENTS' BEHALF. OUR PATIENTS ALSO BENEFIT WHEN WE CAN ASSURE HIGHLY RELIABLE CARE. SIGNIFICANT INVESTMENTS HAVE BEEN MADE IN ELECTRONIC HEALTH RECORDS TO ASSURE A MORE COMPLETE, EFFICIENT AND USER-FRIENDLY MEDICAL RECORD, WITH FEWER ERRORS RELATED TO INCOMPLETE OR ILLEGIBLE RECORDS. THE MAJORITY OF IMPROVEMENTS THAT HAVE BEEN OF BENEFIT TO PATIENT SAFETY ARE BASED ON EVIDENCE-BASED PRACTICE, AND USE THE WIDELY ACCEPTED PRINCIPLES OF LEAN AND SIX SIGMA; THESE PRINCIPLES INCLUDE USING VOICE OF THE CUSTOMER, AS WELL AS EDUCATION OF ALL CAREGIVERS THAT WILL BE AFFECTED BY CHANGES AND IMPROVEMENTS. THESE AND OTHER INITIATIVES HAVE HAD A DIRECT IMPACT ON THE DECREASED RATE OF MORTALITY AMONG PRESBYTERIAN PATIENTS THROUGHOUT NEW MEXICO. IN DECEMBER 2010, PRESBYTERIAN HEALTHCARE SERVICES' CARDIAC CRITICAL CARE UNIT (CCC) AT PRESBYTERIAN HOSPITAL RECEIVED THE BEACON AWARD FOR CRITICAL CARE EXCELLENCE FROM THE AMERICAN ASSOCIATION OF CRITICAL-CARE NURSES (AACN). THE AWARD RECOGNIZES THE TOP INTENSIVE CARE UNITS IN THE COUNTRY. THERE ARE AN ESTIMATED 6,000 INTENSIVE CARE UNITS IN THE UNTIED STATES. THE AACN HAS GIVEN THE BEACON AWARD TO APPROXIMATELY 200 PEDIATRIC AND ADULT CRITICAL CARE UNITS SINCE THE INITIATION OF THE AWARD IN 2003. THE AACN IS THE LARGEST SPECIALTY NURSING ORGANIZATION IN THE WORLD, REPRESENTING MORE THAN 400,000 NURSES WHO WORK WITH CRITICALLY ILL PATIENTS. THE BEACON AWARD PLACES PRESBYTERIAN HOSPITAL'S CCC UNIT IN THE TOP TIER OF HOSPITALS NATIONALLY FOR PROVIDING THE HIGHEST STANDARDS OF NURSING PROFESSIONALISM. THE UNIT HAS MET RIGOROUS CRITERIA FOR EXCELLENCE, DISPLAYING HIGH-QUALITY STANDARDS AND EXCEPTIONAL CARE FOR PATIENTS AND FAMILIES WHILE MAINTAINING A HEALTHY WORK ENVIRONMENT. DONATED SERVICES, MATERIALS, EQUIPMENT AND FACILITIES: AS A PUBLIC, CHARITABLE ORGANIZATION, WITH THE SOLE PURPOSE TO IMPROVE THE HEALTH OF THE PATIENTS, MEMBERS, AND COMMUNITIES WE SERVE, PHS SEEKS TO BENEFIT THOSE WE SERVE IN EVERY DECISION AND ACTION WE MAKE. CONSISTENT WITH OUR VISION, VALUES, PURPOSE AND STRATEGY, PHS USES THE FOLLOWING INTERNAL ORGANIZATIONAL PRIORITIES TO IDENTIFY RECIPIENTS OF OUR SPECIFIC, ORGANIZED COMMUNITY OUTREACH ACTIVITIES. THEY ARE: 1) CARE AND NO-CHARGE SERVICES TO UNDER-SERVED POPULATIONS TO IMPROVE HEALTH, 2) DONATIONS AND NO-CHARGE SERVICES TO THE GENERAL COMMUNITY AND NONPROFITS THAT IMPROVE THE HEALTH OF THE GENERAL COMMUNITY, 3) DONATIONS TO OTHER NONPROFITS THAT: a) PROVIDE ECONOMIC DEVELOPMENT TO REDUCE THE NUMBER OF UNINSURED, b) PROMOTE DIVERSITY, c) PROMOTE QUALITY, AND d) PROMOTE EDUCATION. PHS PROVIDED APPROXIMATELY $89,963,000 IN DONATED SERVICES, MATERIALS, EQUIPMENT AND FACILITIES IN 2010, INCLUDING THE SPECIFIC DONATIONS DESCRIBED BELOW. CARE AND NO-CHARGE SERVICES TO UNDER-SERVED POPULATIONS TO IMPROVE HEALTH-APPROXIMATELY $86,526,000. IN 2010, PHS PROVIDED APPROXIMATELY $22,785,000 IN FINANCIAL ASSISTANCE (CHARITY CARE), MEASURED BY OUR COST OF CARE. THE UNREIMBURSED COST OF CARE FOR MEDICARE & MEDICAID FEE-FOR-SERVICE PATIENTS FOR 2010 TOTALED APPROXIMATELY $47,662,000. UNREIMBURSED MEDICARE IS NOT REPORTED AS A COMMUNITY BENEFIT ON SCHEDULE H, PART II, OF THE FORM 990, AND PHS REPORTS IT HERE AS SUPPLEMENTAL INFORMATION REGARDING OUR IMPACT IN THE COMMUNITIES WE SERVE. IN 2010, PHS PROVIDED NEEDED HEALTHCARE SERVICES AT AN APPROXIMATE LOSS OF $14,683,000. THESE HEALTHCARE SERVICES WOULD HAVE BECOME THE BURDEN OF GOVERNMENT OR ANOTHER NONPROFIT ORGANIZATION IF PHS HAD NOT PROVIDED THEM. IN ADDITION, DONATIONS TO ASSIST ORGANIZATIONS THAT PROVIDE SIMILAR SERVICES TO UNDER-SERVED POPULATIONS TOTALED APPROXIMATELY $1,396,000; ORGANIZATIONS THAT BENEFITED FROM CASH AND IN-KIND DONATIONS IN THIS CATEGORY, ALL OF WHICH ARE UNRELATED TO PHS, INCLUDE MEALS ON WHEELS, ALBUQUERQUE HEALTHCARE FOR THE HOMELESS, AND THE SILVER HORIZONS FOUNDATION. ALSO INCLUDED IN THIS AMOUNT ARE ASSISTANCE TO INDIVIDUALS AND FAMILIES WHO RECEIVE HEALTH SERVICES AND HEALTH EDUCATION FROM VARIOUS LOCAL, INDEPENDENT HEALTHCARE CLINICS, AND COSTS TO PROVIDE DOULA SERVICES TO ASSIST AND COMFORT MATERNITY PATIENTS. DONATIONS AND NO-CHARGE SERVICES TO NONPROFITS THAT IMPROVE THE HEALTH OF THE GENERAL COMMUNITY-APPROXIMATELY $631,000. BENEFICIARIES INCLUDE UNITED WAY OF EASTERN NEW MEXICO, THE AMERICAN CANCER SOCIETY, THE AMERICAN HEART ASSOCIATION, NEW MEXICO VOICES FOR CHILDREN, PROJECT CHOICE (A SCHOOL-BASED, TOBACCO-FREE PROGRAM), HEALTH FAIRS CONDUCTED THROUGHOUT NEW MEXICO; FLU SHOT CLINICS THROUGHOUT THE STATE, THE LEUKEMIA AND LYMPHOMA SOCIETY, AND THE JUVENILE DIABETES ASSOCIATION. DONATIONS TO OTHER NONPROFITS THAT PROVIDE ECONOMIC DEVELOPMENT TO REDUCE THE NUMBER OF UNINSURED OR THAT PROMOTE DIVERSITY, QUALITY OR EDUCATION WITHIN THE COMMUNITIES WE SERVE-APPROXIMATELY $2,806,000. BENEFICIARIES INCLUDE INDIVIDUALS, FAMILIES, BUSINESSES, AND COMMUNITIES SERVED BY THE GREATER ALBUQUERQUE CHAMBER OF COMMERCE, THE ALBUQUERQUE HISPANO CHAMBER OF COMMERCE, THE RIO RANCHO CHAMBER OF COMMERCE, THE ESPAOLA VALLEY CHAMBER OF COMMERCE, THE NEW MEXICO , THE MCCURDY SCHOOL, THE CENTER FOR NURSING EXCELLENCE, STUDENTS AND INDIVIDUALS RECEIVING EDUCATION OR VOCATIONAL TRAINING AND GUIDANCE THROUGH PHS' PATHWAYS TO NURSING PROGRAM, PRECEPTORSHIPS FOR NURSING STUDENTS, SUMMER INTERN PROGRAM, PHS PIPELINE INITIATIVES, INCLUDING JUNIOR ACHIEVEMENT, PRESBYTERIAN VOLUNTEER SERVICES, TAKE YOUR CHILD TO WORK DAY, GROUNDHOG JOB SHADOW DAY, HOSPITAL TOURS, AND VARIOUS SCHOLARSHIPS FOR STUDENTS SEEKING CAREERS IN HEALTH CARE. THE AMOUNT OF DONATIONS REPORTED ABOVE (WITHOUT CONSIDERING FINANCIAL ASSISTANCE SERVICES PROVIDED AT A LOSS, AND THE UNREIMBURSED COST OF GOVERNMENT PROGRAMS) EXCEEDS GRANTS AND ALLOCATIONS AS REPORTED ON FORM 990, PART IX, LINES 1, & 2; THE ABOVE FIGURES INCLUDE THE VALUE OF DONATED STAFF SERVICES AND THE FREE OR SUBSIDIZED USE OF PHS BUILDINGS BY OTHER CHARITABLE ORGANIZATIONS. STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS PART III, LINE 4A - PHS' CENTRAL NEW MEXICO DELIVERY SYSTEM: OPERATING PRIMARILY IN THE ALBUQUERQUE METROPOLITAN AREA COMPRISED OF BERNALILLO, VALENCIA, SANDOVAL, AND TORRANCE COUNTIES, THE CENTRAL NEW MEXICO DELIVERY SYSTEM IS THE LARGEST PROVIDER OF TERTIARY SERVICES IN NEW MEXICO AND RECEIVES REFERRALS FROM BOTH OWNED AND NON-OWNED HEALTHCARE FACILITIES THROUGHOUT THE STATE. THE CENTRAL NEW MEXICO DELIVERY SYSTEM INCLUDES A LARGE TERTIARY HOSPITAL OFFERING COMPREHENSIVE SERVICES, A GENERAL ACUTE CARE HOSPITAL AS WELL AS A SMALLER HOSPITAL. THESE FACILITIES OFFER EMERGENCY SERVICES, OUTPATIENT SERVICES, REHABILITATION SERVICES, HOME HEALTH CARE, HOSPICE, A COMPREHENSIVE CARDIAC CENTER, A WOMEN'S CENTER AS WELL AS A CHILDREN'S CENTER, A CANCER PROGRAM, AND AMBULATORY CARE CLINICS THAT SUPPORT THE HOSPITALS. WITHIN THE CENTRAL NEW MEXICO DELIVERY SYSTEM ARE A NUMBER OF PROGRAM SERVICE COMPONENTS, DESCRIBED BRIEFLY AS FOLLOWS. A. PRESBYTERIAN HOSPITAL THE STATE'S LARGEST TERTIARY HOSPITAL, PROVIDING HIGHLY TECHNICAL AND INTENSIVE SERVICES SUCH AS CARDIAC SURGERY, KIDNEY TRANSPLANTS, NEONATAL AND PEDIATRIC INTENSIVE CARE UNITS, A JOINT-REPLACEMENT CENTER, HIGHLY SPECIALIZED LAB SERVICES, IMAGING SERVICES, HOME HEALTH AND REHABILITATION PROGRAMS. INTEGRAL TO PHS' STRATEGY TO PROVIDE A COMPREHENSIVE ARRAY OF HEALTHCARE SERVICES IS PRESBYTERIAN MEDICAL GROUP, A MULTI-SPECIALTY PRACTICE OF EMPLOYED PHYSICIANS AND MID-LEVEL PROVIDERS THAT ALSO OFFERS ANCILLARY SERVICES. PRESBYTERIAN MEDICAL GROUP CLINICS ARE DEPARTMENTS OF PRESBYTERIAN HOSPITAL. B. PRESBYTERIAN KASEMAN HOSPITAL KASEMAN HOSPITAL IS A GENERAL ACUTE CARE HOSPITAL OFFERING A VARIETY OF INPATIENT AND OUTPATIENT SERVICES. SPECIFIC SERVICES INCLUDE A CANCER RADIATION TREATMENT CENTER AND MEDICAL ONCOLOGY, DAY SURGERY, A SLEEP DISORDERS CENTER, A PAIN CENTER, A SKILLED NURSING FACILITY, AN INPATIENT HOSPICE, AND A BEHAVIORAL HEALTH PROGRAM. C. PRESBYTERIAN RUST MEDICAL CENTER CURRENTLY UNDER CONSTRUCTION AND SET TO OPEN IN OCTOBER OF 2011, THE RUST MEDICAL CENTER WILL BE A GENERAL ACUTE CARE HOSPTIAL SERVING THE CITY OR RIO RANCHO AND RESIDENTS IN THE FAST-GROWING WEST SIDE OF THE ALBUQUERQUE METROPOLITAN AREA. SERVICES THAT WILL BE OFFERED AT THIS NEW, STATE-OF-THE ART MEDICAL CENTER INCLUDE LABOR AND DELIVERY SERVICES, INTENSIVE CARE, OPERATING ROOMS, CARDIAC SERVICES, MRI AND IMAGING, EMERGENCY CARE AND MORE. D. PRESBYTERIAN NORTHSIDE PRESBYTERIAN NORTHSIDE HOUSES AN OCCUPATIONAL MEDICINE CLINIC, A PRIMARY CARE CLINIC AND AN URGENT CARE CENTER. E. PRESBYTERIAN RIO RANCHO EMERGENCY CENTER THE PRESBYTERIAN RIO RANCHO EMERGENCY CENTER OFFERS THE ONLY 24-HOUR EMERGENCY CARE IN RIO RANCHO, THE STATE'S FASTEST-GROWING COMMUNITY. THIS EMERGENCY CENTER WILL CEASE OPERATIONS WHEN THE PRESBYTERIAN RUST MEDICAL CENTER OPENS ITS EMERGENCY DEPARTMENT IN OCTOBER 2011. F. PRESBYTERIAN HEALTHPLEX PRESBYTERIAN HEALTHPLEX IS AN OUTPATIENT PREVENTION AND REHABILITATION FACILITY, OFFERING PATIENTS CUSTOMIZED CARDIOPULMONARY REHABILITATION SERVICES THROUGH INDIVIDUAL AND GROUP PROGRAMS. G. CHILDREN'S CENTER LOCATED AT PRESBYTERIAN HOSPITAL, THE CHILDREN'S CENTER PROVIDES THE FULL CONTINUUM OF PEDIATRIC CARE, INCLUDING PRIMARY CARE, SPECIALTY CARE, LEVEL II NEONATAL CARE, INTENSIVE CARE AND CHILD LIFE SERVICES. H. ONCOLOGY PROGRAM LOCATED AT PRESBYTERIAN AND KASEMAN HOSPITALS, THE ONCOLOGY PROGRAM DIAGNOSES AND TREATS CANCER PATIENTS WITH RADIOLOGY AND MEDICAL ONCOLOGY ON AN INPATIENT AND OUTPATIENT BASIS. SERVICES ALSO INCLUDE EDUCATION AND PREVENTION. UNDER AN ARRANGEMENT WITH MD ANDERSON, MD ANDERSON OPERATES OUR RADIATION ONCOLOGY PROGRAM. THIS ENABLES US TO BRING NATIONALLY EXCELLENT CARE TO CANCER PATIENTS IN OUR COMMUNITY. I. WOMEN'S CENTER LOCATED AT PRESBYTERIAN HOSPITAL, THE WOMEN'S CENTER PROVIDES A FULL CONTINUUM OF SERVICES FOR WOMEN, INCLUDING PRIMARY CARE, OBSTETRICS, GYNECOLOGY, STATE OF THE ART PERINATOLOGY AND NEONATOLOGY, DOULA SUPPORT, AND HOME HEALTH SERVICES, AND A WOMEN'S HEALTH, EDUCATION AND RESOURCE (H.E.R.) CENTER. J. RENAL TRANSPLANT SERVICES LOCATED AT PRESBYTERIAN HOSPITAL, PHS OPERATES ONE OF TWO RENAL TRANSPLANT SERVICES IN THE STATE AND THE ONLY ONE OFFERING DONOR LAPAROSCOPIC NEPHRECTOMY, WHICH REDUCES DONOR RECOVERY TIME BY APPROXIMATELY 50 PERCENT. K. BEHAVIORAL PROGRAM LOCATED AT PRESBYTERIAN KASEMAN HOSPITAL, THE BEHAVIORAL PROGRAM OFFERS INPATIENT AND OUTPATIENT PSYCHIATRIC AND CHEMICAL DEPENDENCY SERVICES, INCLUDING EMERGENCY SERVICES, FOR ADULTS AND CHILDREN. L. PRIMARY CARE PROGRAM THE PRIMARY CARE PROGRAM MONITORS, STANDARDIZES, AND IMPROVES QUALITY ACROSS THE FULL CONTINUUM OF PEDIATRIC, FAMILY PRACTICE AND INTERNAL MEDICINE PREVENTIVE AND ACUTE CARE SERVICES DELIVERED THROUGH TEN PRIMARY CARE SITES IN THE GREATER ALBUQUERQUE METROPOLITAN AREA. M. OTHER PROGRAMS THE CENTRAL NEW MEXICO DELIVERY SYSTEM ALSO OPERATES A WOUND CARE CENTER, A HYPERBARIC CHAMBER, A SLEEP CENTER, AND GENERAL MEDICINE UNITS. CENTRAL NEW MEXICO DELIVERY SYSTEM ACCOMPLISHMENTS FOR YEAR ENDED DECEMBER 31, 2010: INPATIENT DISCHARGES(1) = 34,690 AVERAGE LENGTH OF STAY (IN DAYS)(1) = 4.69 INPATIENT PATIENT DAYS(1) = 162,529 EMERGENCY ROOM VISITS (OUTPATIENT ONLY)(2) = 103,287 HOSPITAL-BASED OUTPATIENT VISITS(3) = 220,447 NEWBORN DELIVERIES(4) = 5,080 AMBULATORY CLINIC ENCOUNTERS = 1,195,198 NOTES: (1) INPATIENT DISCHARGES EXCLUDING NEWBORNS DELIVERIES (2) ER TREAT & RELEASE VISITS (3) EXCLUDES EMERGENCY DEPARTMENT VISITS (4) INCLUDES ALL NEWBORNS AND NICU CASES PART III, LINE 4B - PHS' REGIONAL DELIVERY SYSTEM: THE REGIONAL DELIVERY SYSTEM PROVIDES GENERAL ACUTE CARE AND OTHER HEALTHCARE DELIVERY SERVICES IN SEVERAL SMALLER COMMUNITIES IN NEW MEXICO. THE REGIONAL DELIVERY SYSTEM CONSISTS OF TWO GENERAL ACUTE CARE HOSPITALS, LOCATED IN CLOVIS AND ESPAOLA, THREE DESIGNATED CRITICAL ACCESS HOSPITALS, LOCATED IN RUIDOSO, SOCORRO AND TUCUMCARI, AND ELEVEN AMBULATORY CARE CLINICS THAT ARE DEPARTMENTS OF THE FIVE REGIONAL HOSPITALS. HOSPITAL SERVICES VARY BY FACILITY, BUT ALL HOSPITALS OFFER MATERNITY CARE, SURGERY, EMERGENCY MEDICINE, PHYSICAL THERAPY, RESPIRATORY THERAPY, RADIOLOGY, AND LABORATORY SERVICES. REGIONAL DELIVERY SYSTEM ACCOMPLISHMENTS IN 2010 ARE DESCRIBED AS FOLLOWS: INPATIENT DISCHARGES(1) = 10,314 AVERAGE LENGTH OF STAY (IN DAYS)(1) = 3.14 INPATIENT PATIENT DAYS(1) = 32,404 EMERGENCY ROOM VISITS (OUTPATIENT ONLY)(2) = 70,660 HOSPITAL-BASED OUTPATIENT VISITS(3) = 170,272 NEWBORN DELIVERIES(4) = 2,208 AMBULATORY CLINIC ENCOUNTERS = 174,500 NOTES: (1) INPATIENT DISCHARGES EXCLUDING NEWBORNS DELIVERIES (2) ER TREAT & RELEASE VISITS (3) EXCLUDES EMERGENCY DEPARTMENT VISITS (4) INCLUDES ALL NEWBORNS AND NICU CASES (2) ER TREAT & RELEASE VISITS (3) EXCLUDES EMERGENCY DEPARTMENT VISITS (4) INCLUDES ALL NEWBORNS AND NICU CASES PART III, LINE 4C - PHS' HEART AND VASCULAR CENTER: LOCATED AT PRESBYTERIAN HOSPITAL, THE HEART AND VASCULAR CENTER OFFERS CARDIOTHORACIC AND VASCULAR SERVICES TO BOTH ADULTS AND CHILDREN, INCLUDING CATHETERIZATION, SURGERIES, ECHOCARDIOGRAPHY, VASCULAR ULTRASOUND, PACEMAKER AND DEFIBRILLATOR IMPLANTATION, ANGIOPLASTY, ELECTROPHYSIOLOGY, AND REHABILITATION AND WELLNESS. IN 2005, THE PRESBYTERIAN HEART CENTER RECEIVED THE STATE'S FIRST CHEST PAIN CENTER ACCREDITATION FROM THE SOCIETY OF CHEST PAIN CENTERS. THE PRESBYTERIAN HEART AND VASCULAR CENTER PROVIDES A FULL RANGE OF PREVENTATIVE, DIAGNOSTIC, THERAPEUTIC, AND REHABILITATION PROGRAMS. IT PROVIDES SERVICES TO ALL AGES FROM NEWBORNS TO GERIATRIC PATIENTS. IN 2009 THE ADULT CARDIAC SURGICAL PROGRAM MAINTAINED THE HIGHEST QUALITY RATING (THREE STARS) FROM THE SOCIETY FOR THORACIC SURGEONS. IN ADDITION, THE HEART AND VASCULAR CENTER MAINTAINED THE HIGHEST QUALITY AND EFFICIENCY RATING (THREE STARS) FROM UNITED HEALTHCARE. NO OTHER HEART PROGRAM IN NEW MEXICO HAS ACHIEVED THESE RECOGNITIONS. THE HEART AND VASCULAR CENTER SERVED PATIENTS THROUGH THE YEAR ENDED DECEMBER 31, 2010, AS FOLLOWS: PATIENT VISITS = 73,178 INPATIENT DISCHARGES = 3,480 CARDIAC REHABILITATION VISITS = 11,317 OUTPATIENT CADIOVASCULAR LAB ENCOUNTERS = 2,233 NUMBER OF EMPLOYEES FORM 990, PART V, LINE 2A PRESBYTERIAN HEALTHCARE SERVICES (PHS) IS THE COMMON PAY AGENT FOR ITS RELATED EXEMPT ORGANIZATIONS. ALL PAYROLL, INCLUDING WAGES, BENEFITS, PENSION AND PAYROLL TAX, IS CENTRALIZED THROUGH PHS FOR PHS, PRESBYTERIAN HEALTHCARE FOUNDATION (PHF) EIN: 85-6016041, SOUTHWEST HEALTH FOUNDATION (SHF) EIN: 85-0289728, PRESBYTERIAN PROPERTIES INC. (PPI) EIN: 85-0414352, AND BERNALILLO COUNTY HEALTH CARE CORPORATION DBA ALBUQUERQUE AMBULANCE SERVICES (AAS) EIN: 23-7329437. FORM 941 REPORTING FOR ALL THE ENTITIES' SALARIES AND WAGES ARE REPORTED UNDER PHS' EIN: 85-0105601. AN ALLOCATION IS MADE FOR EACH ENTITY AND AS SUCH IS REPORTED ON THE SEPARATE FORMS 990, PART IX, LINES 5-9. FORM 990, PART V, LINE 2A INCLUDES ALL EMPLOYEES REPORTED ON FORM 941 FOR PHS AS THE COMMON PAY AGENT AND NONE ARE REPORTED ON 990 PART V, LINE 2A, FOR PHF, SHF, PPI, AND AAS. INCLUDES ALL EMPLOYEES REPORTED ON FORM 941 FOR PHS AS THE COMMON PAY AGENT AND NONE ARE REPORTED ON 990 PART V, LINE 2A, FOR PHF, SHF, PPI, AND AAS. FAMILY AND BUSINESS RELATIONSHIPS FORM 990, PART VI, LINE 2 PAUL BRIGGS (OFFICER), ROBIN DIVINE (KEY EMPLOYEE), AND ROBERT GARCIA (KEY EMPLOYEE) HAVE A BUSINESS RELATIONSHIP IN THAT ALL SERVED AS DIRECTORS FOR TRICORE REFERENCE LABS & TRICORE LABORATORY SERVICE CORPORATION. ADELMO ARCHULETA (PHS DIRECTOR) AND CHUCK ELDRED (PHS DIRECTOR) HAVE A BUSINESS RELATIONSHIP IN THAT MR. ARCHULETA IS A DIRECTOR OF PNM RESOURCES AND MR. ELDRED IS AN OFFICER OF THAT CORPORATION. JAMES HINTON (OFFICER/DIRECTOR) AND LARRY STROUP (DIRECTOR) BOTH SERVED AS DIRECTORS OF PRESBYTERIAN HEALTH PLAN, INC. (EIN: 94-3037165) AND PRESBYTERIAN INSURANCE COMPANY, INC. (EIN: 85-0484337). ALL PHS OFFICERS AND DIRECTORS ALSO SERVED AS OFFICERS AND DIRECTORS OF THE AFFILIATED CORPORATION, SOUTHWEST HEALTH FOUNDATION (EIN: 85-0289728), WITH THE EXCEPTION OF JOYCE GODWIN WHO WAS NOT A DIRECTOR OF SOUTHWEST HEALTH FOUNDATION. JAMES HINTON (OFFICER / DIRECTOR), PAUL BRIGGS (OFFICER), DALE MAXWELL (OFFICER), DIANE FISHER (OFFICER), AND JAMES JEPPSON (KEY EMPLOYEE) ALL SERVED AS DIRECTORS OF PRESBYTERIAN PROPERTIES, INC. (EIN: 85-0414352). JAMES HINTON (OFFICER / DIRECTOR), LARRY STROUP (DIRECTOR), KATHLEEN DAVIS (KEY EMPLOYEE), AND ROBERT GARCIA (KEY EMPLOYEE) ALL SERVED AS DIRECTORS OF PRESBYTERIAN HEALTHCARE FOUNDATION (EIN: 85-6016041). KATHLEEN DAVIS, ROBERT GARCIA, DALE MAXWELL, AND MARK EPSTEIN (ALL KEY EMPLOYEES OF PHS) SERVED AS DIRECTORS OF BERNALILLO COUNTY HEALTH CARE CORPORATION (EIN: 23-7329437). CHANGES TO GOVERNING DOCUMENTS FORM 990, PART VI, LINE 4 CHANGES TO BYLAWS ARTICLE 8: COMMITTEES AND SUBCOMMITTEES THE CHANGES IN THIS ARTICLE ARE DESIGNED TO PROVIDE FLEXIBILITY BY REPLACING REFERENCE TO SPECIFIC NUMBERS OF COMMITTEE MEMBERS WITH A REFERENCE TO A MINIMUM NUMBER, I.E., AT LEAST FIVE FOR ALL COMMITTEES EXCEPT EXECUTIVE COMPENSATION COMMITTEE, WHICH WOULD BE COMPRISED OF THE CHAIR AND AT LEAST TWO ADDITIONAL MEMBERS. ADDITIONAL CHANGES TO ARTICLE 8 OF THE BYLAWS WERE MADE FOR CLARIFICATION AND TO ENSURE CONSISTENCY WITH THE NEW LANGUAGE REGARDING MEMBERSHIP. DESCRIBE THE PROCESS USED TO REVIEW 990 FORM 990, PART VI, QUESTION 11 PRESBYTERIAN HEALTHCARE SERVICES (PHS) UTILIZES A MULTI-LEVEL REVIEW PROCESS DURING PREPARATION AND SUBMISSION OF THE ANNUAL FORM 990. THE FIRST DRAFT OF FORM 990 IS PREPARED BY A NATIONAL ACCOUNTING FIRM, BASED ON INFORMATION PROVIDED BY THE PHS TAX DIRECTOR. THIS INFORMATION IS GATHERED FROM NUMEROUS SOURCES ACROSS THE ORGANIZATION, INCLUDING FINANCE, GOVERNANCE, LEGAL, COMMUNICATIONS, ETC. THIS FIRST DRAFT IS REVIEWED ON A LINE-BY-LINE DETAIL LEVEL BY THE PHS TAX DIRECTOR, THE PHS GENERAL COUNSEL, THE FINANCE VP, AND THE PHS CHIEF FINANCIAL OFFICER. IN ADDITION, ALL COMPENSATION-RELATED DATA IS REVIEWED IN DETAIL BY THE HUMAN RESOURCES BENEFITS DIRECTOR AND THE SENIOR VICE PRESIDENT OVER HUMAN RESOURCES. ALL FEEDBACK FROM THESE REVIEWS IS ACCUMULATED BY THE TAX DIRECTOR AND CONVEYED TO THE ACCOUNTING FIRM FOR INCLUSION IN A SECOND DRAFT OF THE COMPLETE FORM 990. THIS SECOND DRAFT IS REVIEWED AGAIN BY THE TAX DIRECTOR, GENERAL COUNSEL, FINANCE VP, AND THE CFO TO ENSURE THAT ALL REQUESTED CHANGES WERE INCORPORATED AND ADDRESS ANY ADDITIONAL MODIFICATIONS FOUND TO BE NECESSARY AT THAT TIME. THE NEXT DRAFT OF THE FORM 990 IS PRESENTED BY THE CFO, GENERAL COUNSEL & THE TAX DIRECTOR TO THE COMPLIANCE AND AUDIT COMMITTEE (EXCLUDING COMPENSATION SCHEDULES), THE EXECUTIVE COMPENSATION COMMITTEE (COMPENSATION SCHEDULES ONLY), AND THE FULL PHS GOVERNING BOARD (COMPLETE FORM). AT THESE MEETINGS, THE BOARD AND THE APPLICABLE SUBCOMMITTEES ALSO RECEIVE AN EDUCATIONAL PRESENTATION REGARDING THE FORM 990, ASK QUESTIONS, AND SUGGEST CHANGES AND CLARIFICATIONS. THE FORM IS REVISED TO INCORPORATE FEEDBACK FROM THE BOARD. THE TAX DIRECTOR THEN OBTAINS THE CFO'S SIGNATURE ON THE RETURN AND THE RETURN WILL BE FILED ELECTRONICALLY BY THE ACCOUNTING FIRM. DESCRIPTION OF PROCESS TO MONITOR TRANSACTIONS FOR CONFLICTS OF INTEREST FORM 990, PART VI, QUESTION 12C CONFLICT OF INTEREST STATEMENTS ARE SUBMITTED ANNUALLY AND ARE REVIEWED BY THE CHAIR OF THE COMPLIANCE AND AUDIT COMMITTEE AND THE GENERAL COUNSEL. BOARD MEMBERS ARE REQUIRED TO REMOVE THEMSELVES FROM CONFLICTS OR EXCUSE THEMSELVES FROM VOTES THAT MAY LEAVE ANY APPEARANCE OF NON-INDEPENDENCE. THE CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY BY THE GOVERNANCE COMMITTEE AND REVISED IF APPROPRIATE. CONFLICT OF INTEREST REQUIREMENTS ARE REVIEWED WITH THE BOARD AND EACH COMMITTEE ANNUALLY AND THE CODE OF CONDUCT IS REVIEWED AS PART OF THE BOARD'S COMPLIANCE TRAINING. THE BOARD AND EACH COMMITTEE IS REQUIRED TO MONITOR AND ENFORCE THE POLICY. PROCESS FOR DETERMINING COMPENSATION FORM 990, PART VI, QUESTION 15A AND 15B ALL EXECUTIVES' COMPENSATION IS REVIEWED ANNUALLY BY AN INDEPENDENT EXTERNAL CONSULTING FIRM RETAINED BY THE EXECUTIVE COMPENSATION COMMITTEE OF THE PHS BOARD. THIS COMMITTEE IS COMPOSED OF INDEPENDENT DIRECTORS. MANAGEMENT USES THIS DATA FROM THE CONSULTING FIRM AND FROM THE INDEPENDENT COMMITTEE IN ESTABLISHING APPROPRIATE COMPENSATION. PUBLIC DISCLOSURE OF CERTAIN DOCUMENTS FORM 990, PART VI, QUESTION 19 COPIES OF THE MOST CURRENT THREE YEARS' FORMS 990 ARE MAINTAINED AT PHS MANAGEMENT LOCATIONS. THESE RETURNS ARE AVAILABLE FOR REVIEW OR PHOTOCOPY BY ANY INDIVIDUAL WHO REQUESTS SUCH. IN ADDITION, FORMS 990 ARE ALSO PUBLISHED ON WWW.GUIDESTAR.ORG AND AVAILABLE FREELY TO THE PUBLIC IN THIS MANNER. AT THIS TIME, COPIES OF FINANCIAL STATEMENTS ARE AVAILABLE ON THE MUNICIPAL BOND WEB SITE (WWW.EMMA.MSRB.ORG). THE ORGANIZATION'S GOVERNING DOCUMENTS ARE AVAILABLE ON THE STATE ATTORNEY GENERAL'S WEBSITE. THE ORGANIZATION'S CONFLICT OF INTEREST POLICY IS NOT AVAILABLE TO THE PUBLIC. NUMBER OF HOURS FOR RELATED ORGANIZATIONS SCHEDULE O, PART VII JAMES HINTON SERVES AS A DIRECTOR AND PRESIDENT OF PRESBYTERIAN HEALTHCARE SYSTEMS (PHS). HE WORKS 40 HOURS PER WEEK AT PHS AND HE IS COMPENSATED BY PHS AND OTHER RELATED ORGANIZATIONS FOR HIS SERVICES PERFORMED AT PHS AND OTHER ENTITIES ACCORDINGLY. PAUL BRIGGS SERVES AS EXECUTIVE VICE PRESIDENT AND CHIEF OPERATING OFFICER OF PHS. HE WORKS 40 HOURS PER WEEK AT PHS AND HE IS COMPENSATED BY PHS AND OTHER RELATED ORGANIZATIONS FOR HIS SERVICES PERFORMED AT PHS AND OTHER ENTITIES ACCORDINGLY. DALE MAXWELL SERVES AS SR VICE PRESIDENT, CFO AND TREASURER OF PHS. HE WORKS 40 HOURS PER WEEK AT PHS AND HE IS COMPENSATED BY PHS AND OTHER RELATED ORGANIZATIONS FOR HIS SERVICES PERFORMED AT PHS AND OTHER ENTITIES ACCORDINGLY. DIANE FISHER SERVES AS SR VICE PRESIDENT AND SECRETARY OF PHS. SHE WORKS 40 HOURS PER WEEK AT PHS AND SHE IS COMPENSATED BY PHS AND OTHER RELATED ORGANIZATIONS FOR HER SERVICES PERFORMED AT PHS AND OTHER ENTITIES ACCORDINGLY. CINDY MCGILL SERVES AS SR VICE PRESIDENT HUMAN RESOURCES OF PHS. SHE WORKS 40 HOURS PER WEEK AT PHS AND SHE IS COMPENSATED BY PHS AND OTHER RELATED ORGANIZATIONS FOR HER SERVICES PERFORMED AT PHS AND OTHER ENTITIES ACCORDINGLY. PETER SNOW SERVED AS SR VICE PRESIDENT OF STRATEGY DEVELOPMENT FOR PHS UNTIL HIS RETIREMENT IN 2010. HE WORKED 40 HOURS PER WEEK AT PHS AND WAS COMPENSATED BY PHS AND OTHER RELATED ORGANIZATIONS FOR HIS SERVICES PERFORMED AT PHS AND OTHER ENTITIES ACCORDINGLY. SECTION 409A DOCUMENT CORRECTION UNDER VII.D OF NOTICE 2010-6 1. NAME OF EACH SERVICE PROVIDER AFFECTED BY THE DOCUMENT FAILURE: ROBERT GARCIA JAMES H. HINTON PETER SNOW 2. IDENTIFICATION OF THE NONQUALIFIED DEFERRED COMPENSATION PLAN WITH RESPECT TO WHICH THE FAILURE OCCURRED: PRESBYTERIAN HEALTHCARE SERVICES DEFINED BENEFIT SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN AMENDED AND RESTATED JANUARY 1, 1996 3. THE DOCUMENT FAILURE IS ELIGIBLE FOR CORRECTION UNDER THE TERMS OF NOTICE 2010-6, SECTION VII.D. PRESBYTERIAN HEALTHCARE SERVICES HAS TAKEN ALL ACTION REQUIRED AND OTHERWISE MET ALL REQUIREMENTS FOR SUCH CORRECTION AS OF DECEMBER 31, 2010. THE DATE OF CORRECTION WAS DECEMBER 22, 2010. 4. THE AMOUNT INVOLVED IN EACH DOCUMENT FAILURE: ROBERT GARCIA: $573,309 JAMES H. HINTON: $511,210 PETER J. SNOW: $443,196 OTHER FUND BALANCE CHANGES PART XI, LINE 5 UNREALIZED GAINS $(68,982,840) SWAPS FAIR VALUE CHANGE 7,185,514 SECURITIES LENDING (1,020,978) 2009 PENSION ADJUSTMENT 12,474,359 PENSION AOCI TRUEUP 28,311,479 RECLASS CONTRIBUTIONS 6,054,500 MISCELLANEOUS (278,138) ------------- TOTAL $(16,256,104) ============= PRESBYTERIAN HEALTHCARE FOUNDATION PO BOX 26666 ALBUQUERQUE NM 87125 856016041 RAISE FUNDS NM 501(C)(3) 7 PHS SOUTHWEST HEALTH FOUNDATION PO BOX 26666 ALBUQUERQUE NM 87125 850289728 SUPPORT NM 501(C)(3) 11 TYPE 1 PHS PRESBYTERIAN PROPERTIES INC PO Box 26666 ALBUQUERQUE NM 87125 850414352 HOLDING CO NM 501(C)(2) PHS BERNALILLO COUNTY HEALTH CARE CORP PO BOX 26666 ALBUQUERQUE NM 87125 237329437 AMBULANCE SVC NM 501(C)(3) 9 PHS PRESBYTERIAN NETWORK INC & SUBS PO BOX 27489 ALBUQUERQUE NM 87125 850337392 HMO, INS, TPA NM SW HEALTH FNDN C CORP 0 0 0.00000 TRICORE REFERENCE LABORATORIES 1001 WOODWARD PLACE NE ALBUQUERQUE NM 87102 850444170 LAB NM PHSSHF C CORP 158087 1318262 0.12000 false false true false false false false false false true true true true true true true true true PRESBYTERIAN PROPERTIES INC J 2319437 PRESBYTERIAN PROPERTIES INC K 709739 PRESBYTERIAN PROPERTIES INC M 883035 PRESBYTERIAN PROPERTIES INC P 2502488 PRESBYTERIAN PROPERTIES INC Q 107489 PRESBYTERIAN PROPERTIES INC R 4228783 PRESBYTERIAN HEALTHCARE FOUNDATION C 2662027 PRESBYTERIAN HEALTHCARE FOUNDATION N 856681 PRESBYTERIAN HEALTHCARE FOUNDATION P 3800279 PRESBYTERIAN HEALTHCARE FOUNDATION R 3759941 BERNILLO COUNTY HEALTHCARE CORPORATION L 808299 BERNILLO COUNTY HEALTHCARE CORPORATION N 14374361 BERNILLO COUNTY HEALTHCARE CORPORATION P 6688179 BERNILLO COUNTY HEALTHCARE CORPORATION R 20891071 SOUTHWEST HEALTH FOUNDATION R 1051495 SOUTHWEST HEALTH FOUNDATION C 1895528 PRESBYTERIAN NETWORK INC AND SUBS N 45204561 PRESBYTERIAN NETWORK INC AND SUBS O 332032 PRESBYTERIAN NETWORK INC AND SUBS P 44638271 PRESBYTERIAN NETWORK INC AND SUBS Q 88201 PRESBYTERIAN NETWORK INC AND SUBS R 381829 TRICORE REFERENCE LAB L 840851