PRESBYTERIAN MEDICAL SERVICES: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- PRESBYTERIAN MEDICAL SERVICES (EIN 85-0206810)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-11-09
- IRS object ID
- 201123139349300847
- Schema version
- 2010v3.4
- 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 J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-11-09T17:07:48-06:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PULAKOS CPAS PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5921 JEFFERSON STREET NE | AddressLine1 |
| City | ALBUQUERQUE | City |
| State | NM | State |
| ZIP Code | 87109 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 850206810 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRESBYTERIAN MEDICAL SERVICES | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PRES | NameControl |
| Phone | 5059825565 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 2267 | AddressLine1 |
| City | SANTA FE | City |
| State | NM | State |
| ZIP Code | 875042267 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STEVEN C HANSEN | Name |
| Title | PRESIDENT | Title |
| Phone | 5059825565 | Phone |
| Date Signed | 2011-11-07 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAMES M HAYNES | Name |
| Phone | 5053381500 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | STEVEN C HANSEN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1422 PASEO DE PERALTA | AddressLine1 |
| City | SANTA FE | City |
| State | NM | State |
| ZIP Code | 87501 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 73667359 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.PMS-HEALTHIERSTATE.COM | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1970 | YearFormation |
| State Legal Domicile | NM | StateLegalDomicile |
| Activity Or Mission Description | PRESBYTERIAN MEDICAL SERVICES DESIGNS AND DELIVERS QUALITY, INTEGRATED HEALTH, EDUCATION, AND HUMAN SERVICES IN RESPONSE TO IDENTIFIED COMMUNITY NEEDS OF THE MULTICULTURAL PEOPLE OF THE SOUTHWEST. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 13 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 13 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1383 | TotalNbrEmployees |
| Total Nbr Volunteers | 1000 | TotalNbrVolunteers |
| Total Gross UBI | 43886 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 5543 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 34066023 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 37909223 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 31764333 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 34692874 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 602136 | InvestmentIncomePriorYear |
| Investment Income Current Year | 333136 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 520186 | OtherRevenuePriorYear |
| Other Revenue Current Year | 466945 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 66952678 | TotalRevenuePriorYear |
| Total Revenue Current Year | 73402178 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 46597078 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 48234265 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 316270 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 20888167 | OtherExpensePriorYear |
| Other Expenses Current Year | 21718939 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 67485245 | TotalExpensesPriorYear |
| Total Expenses Current Year | 69953204 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -532567 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 3448974 | RevenuesLessExpensesCY |
| Total Assets BOY | 38479884 | TotalAssetsBOY |
| Total Assets EOY | 42349807 | TotalAssetsEOY |
| Total Liabilities BOY | 22288441 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 22513381 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 16191443 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 19836426 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | PRESBYTERIAN MEDICAL SERVICES DESIGNS AND DELIVERS QUALITY, INTEGRATED HEALTH, EDUCATION, AND HUMAN SERVICES IN RESPONSE TO IDENTIFIED COMMUNITY NEEDS OF THE MULTICULTURAL PEOPLE OF THE SOUTHWEST. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 36711536 | Expense |
| Grants | 0 | Grants |
| Revenue | 28018106 | Revenue |
| Description | OUT-PATIENT COUNTY HEALTH CARE CENTERS PROVIDE MEDICAL, DENTAL, AND BEHAVIORAL HEALTH SERVICE THROUGHOUT THE STATE OF NEW MEXICO. 38 HEALTH CENTERS IN 14 COUNTIES PROVIDED 294,165 VISITS TO 58,417 PATIENTS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 13843563 | Expense |
| Grants | 0 | Grants |
| Revenue | 0 | Revenue |
| Description | CHILDREN'S PROGRAMS, PRIMARILY HEADSTART AND EARLY HEADSTART, PROVIDE CHILDCARE TO CHILDREN FROM BIRTH TO AGE 5. 339 CHILDREN WERE SERVED IN EARLY HEADSTART AND 1,134 WERE SERVED IN HEADSTART. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 4155895 | Expense |
| Grants | 0 | Grants |
| Revenue | 4609966 | Revenue |
| Description | HOSPICE PROVIDES CARE AND COMFORT FOR PEOPLE WITH TERMINAL ILLNESS AND THEIR FAMILIES. HOMECARE SERVICES PROVIDE AID TO PATIENTS WHO ARE HOMEBOUND. HOSPICE PROVIDED 14,048 DAYS OF CARE AND HOMECARE MADE 13,692 HOME VISITS IN 2010. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 3507999 | Expense |
| Grants | 0 | Grants |
| Revenue | 2232930 | Revenue |
| Description | SAN JUAN RESIDENTIAL TREATMENT CENTER PROVIDES SHELTER AND SUBSTANCE ABUSE COUNSELING TO ADOLESCENTS.FARMINGTON TRANSPORTATION RUNS THE CITY OF FARMINGTON'S BUS SERVICES AND MAINTAINS ALL PMS VEHICLES FOR SAN JUAN COUNTY PROGRAMS.PROJECT SHIELD IS A COMPREHENSIVE PROGRAM FOR THE DISABLED WHICH PROVIDES A WORKSHOP AND SUPPORTED EMPLOYMENT PROGRAM.TOTAH PROVIDES MENTAL HEALTH AND SUBSTANCE ABUSE COUNSELING TO THE SAN JUAN NATIVE AMERICAN POPULATION.PLAZA DEL MONTE IS A 38 UNIT RETIREMENT COMMUNITY.OTHER PROGRAMS PROVIDE ADDITIONAL SERVICES RELATED TO HEALTHCARE, BEHAVIORAL HEALTH, AND SUBSTANCE ABUSE BASED ON COMMUNITY NEED. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 3507999 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 2232930 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 58218993 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 1 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 89 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 1383 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 13 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 13 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | NM | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRAN LUCERO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5059825565 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1422 PASEO DE PERALTA | AddressLine1 |
| City | SANTA FE | City |
| State | NM | State |
| ZIP Code | 87501 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (26 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| JOANNA SHARPE | |||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||||
| ROGER TOLEDO | |||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||||
| KATHERINE DEPAULA | |||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||||
| ROSE KELLY | |||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||||
| CYNTHIA RAEL VIGIL | |||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||||
| KEITH RIDDLE | |||||||||
| VICE-CHAIRMAN | 1.00 | X | 0 | 0 | 0 | ||||
| SUSAN SMITH | |||||||||
| CHAIRMAN | 1.00 | X | 0 | 0 | 0 | ||||
| NADINE ULIBARRI-KELLER | |||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||||
| BERNICE BREWER | |||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||||
| CAROLYN RENTERIA | |||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||||
| DAN SHANNON | |||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||||
| BYRON BARTLEY | |||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||||
| ROB MITCHELL | |||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||||
| DEBBIE BONIFER | |||||||||
| CORPORATE SECRETARY | 40.00 | 96871 | 0 | 17023 | X | ||||
| DIANE P MARTINEZ | |||||||||
| VP HUMAN RESOURCES | 40.00 | 312581 | 0 | 36616 | X | X | |||
| STEVE HANSEN | |||||||||
| PRESIDENT AND TREASURER | 40.00 | 350444 | 0 | 69742 | X | X | |||
| DON DANIEL | |||||||||
| VP LEGAL AFFAIRS | 40.00 | 156752 | 0 | 26478 | X | ||||
| LAWRENCE LYONS | |||||||||
| VP CLINICAL AFFAIRS | 40.00 | 282806 | 0 | 43108 | X | ||||
| DOUG SMITH | |||||||||
| VP OPERATIONS | 40.00 | 218882 | 0 | 36762 | X | ||||
| ROBERTA C LEE | |||||||||
| CHIEF FINANCIAL OFFICER | 40.00 | 167971 | 0 | 30848 | X | ||||
| SYLVIA MONTOYA | |||||||||
| PHYSICIAN | 40.00 | 183019 | 0 | 12723 | X | ||||
| FRANK ARNOLD | |||||||||
| PHYSICIAN | 40.00 | 182971 | 0 | 27784 | X | ||||
| MELANIE UKANWA | |||||||||
| PHYSICIAN | 40.00 | 183196 | 0 | 17837 | X | ||||
| ELLEN PIERNOT | |||||||||
| PHYSICIAN | 40.00 | 192012 | 0 | 22839 | X | ||||
| SALLY BODENSTEINER | |||||||||
| PHYSICIAN | 40.00 | 176384 | 0 | 16692 | X | ||||
| JAMES L RIEBSOMER | |||||||||
| FORMER PRESIDENT | 0.00 | 863033 | 0 | 0 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 3366922 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 358452 | TotalOtherCompensation |
| Number Individuals GT100 K | 12 | NumberIndividualsGT100K |
| Formers Listed | 1 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| JAYNES CORPORATION | |||||
| 2906 BROADWAY NE | ALBUQUERQUE | NM | 87107 | GENERAL CONTRACTOR | 736787 |
| CARLSBAD MENTAL HEALTH | |||||
| PO BOX 369 | ALBUQUERQUE | NM | 87103 | STAFFING SERVICES | 564405 |
| SAN JUAN REGIONAL MEDICAL CENTER | |||||
| 801 W MAPLE STREET | FARMINGTON | NM | 87401 | STAFFING SERVICES | 234437 |
| PRESBYTERIAN HOSPITAL | |||||
| PO BOX 27888 | ALBUQUERQUE | NM | 87125 | HOSPITAL SERVICES | 211832 |
| UNM HEALTH SCIENCES CENTER HOSPITAL SERV | |||||
| PO BOX 27935 | ALBUQUERQUE | NM | 87125 | STAFFING SERVICES | 208787 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 10 | NumberOfContractorsGT100K |
| Federated Campaigns | 155435 | FederatedCampaigns |
| Government Grants | 37524646 | GovernmentGrants |
| All Other Contributions | 229142 | AllOtherContributions |
| Total Contributions | 37909223 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| MEDICAL FEES: MEDICARE | 621110 | 30812096 | 30812096 |
| CAPITATION REVENUE | 621110 | 3394757 | 3394757 |
| DISCOUNT RETIREMENT HO | 531110 | 370718 | 370718 |
| OTHER | 621110 | 115303 | 115303 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 34692874 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 165008 | TotalRevenueColumn |
| Exclusion | $165,008 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 124229 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 103814 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 20415 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 20415 | TotalRevenueColumn |
| Unrelated Business Revenue | 43886 | UnrelatedBusinessRevenue |
| Exclusion | -$23,471 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 273882 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 105754 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 168128 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 168128 | TotalRevenueColumn |
| Related Or Exempt Function Income | 168128 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 190722 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 31401 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 159321 | TotalRevenueColumn |
| Exclusion | $159,321 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 311421 | GrossSalesOfInventory |
| Cost Of Goods Sold | 24212 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 287209 | TotalRevenueColumn |
| Exclusion | $287,209 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 73402178 | TotalRevenueColumn |
| Related Or Exempt Function Income | 34861002 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 43886 | UnrelatedBusinessRevenue |
| Exclusion | $588,067 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1846884 | Total |
| Management And General | 1846884 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37686964 | Total |
| Program Services | 32838728 | ProgramServices |
| Management And General | 4752968 | ManagementAndGeneral |
| Fundraising | 95268 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1151910 | Total |
| Program Services | 947517 | ProgramServices |
| Management And General | 201302 | ManagementAndGeneral |
| Fundraising | 3091 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4699847 | Total |
| Program Services | 3869123 | ProgramServices |
| Management And General | 823296 | ManagementAndGeneral |
| Fundraising | 7428 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2848660 | Total |
| Program Services | 2491412 | ProgramServices |
| Management And General | 349558 | ManagementAndGeneral |
| Fundraising | 7690 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 38862 | Total |
| Program Services | 11078 | ProgramServices |
| Management And General | 27784 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 98409 | Total |
| Program Services | 73391 | ProgramServices |
| Management And General | 25018 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3647251 | Total |
| Program Services | 3254899 | ProgramServices |
| Management And General | 200152 | ManagementAndGeneral |
| Fundraising | 192200 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5918005 | Total |
| Program Services | 5207363 | ProgramServices |
| Management And General | 710642 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1609710 | Total |
| Program Services | 1103966 | ProgramServices |
| Management And General | 505744 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 392943 | Total |
| Program Services | 260441 | ProgramServices |
| Management And General | 132502 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1178533 | Total |
| Program Services | 1013449 | ProgramServices |
| Management And General | 165084 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 737104 | Total |
| Program Services | 431089 | ProgramServices |
| Management And General | 306015 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1871820 | Total |
| Program Services | 1420335 | ProgramServices |
| Management And General | 451485 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 717040 | Total |
| Program Services | 557915 | ProgramServices |
| Management And General | 159125 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| BAD DEBT EXPENSE | 1717271 | 1717271 | 0 | 0 |
| NETWORK CLAIMS EXPENSE | 1288360 | 1288360 | 0 | 0 |
| EQUIPMENT RENTAL & MAIN | 1193139 | 911686 | 281453 | 0 |
| RECRUITMENT AND RELOCAT | 567897 | 525586 | 42311 | 0 |
| MISCELLANOUS EXPENSE, S | 234087 | 49134 | 174360 | 10593 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 508508 | Total |
| Program Services | 246250 | ProgramServices |
| Management And General | 262258 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 69953204 | Total |
| Program Services | 58218993 | ProgramServices |
| Management And General | 11417941 | ManagementAndGeneral |
| Fundraising | 316270 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1798543 | BOY |
| EOY | 2642244 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7777110 | BOY |
| EOY | 9894747 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2240000 | BOY |
| EOY | 1999485 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 296552 | BOY |
| EOY | 306132 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 233635 | BOY |
| EOY | 236318 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 46710555 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 22401851 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23373676 | BOY |
| EOY | 24308704 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 550731 | BOY |
| EOY | 566779 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 101305 | BOY |
| EOY | 105112 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2108332 | BOY |
| EOY | 2290286 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38479884 | BOY |
| EOY | 42349807 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7517422 | BOY |
| EOY | 8181159 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 355535 | BOY |
| EOY | 651418 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3773633 | BOY |
| EOY | 2927825 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9137132 | BOY |
| EOY | 8077946 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1504719 | BOY |
| EOY | 2675033 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22288441 | BOY |
| EOY | 22513381 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14041092 | BOY |
| EOY | 17686075 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2150351 | BOY |
| EOY | 2150351 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16191443 | BOY |
| EOY | 19836426 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38479884 | BOY |
| EOY | 42349807 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 3448974 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 196009 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 27934459 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 29511638 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 34005286 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 34066023 | CurrentTaxYearMinus1Year |
| Current Tax Year | 37909223 | CurrentTaxYear |
| Total | 163426629 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 27934459 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 29511638 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 34005286 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 34066023 | CurrentTaxYearMinus1Year |
| Current Tax Year | 37909223 | CurrentTaxYear |
| Total | 163426629 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 163426629 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 149885 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 176959 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 276521 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 338865 | CurrentTaxYearMinus1Year |
| Current Tax Year | 264372 | CurrentTaxYear |
| Total | 1206602 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 164633231 | TotalSupport |
| Gross Receipts From Admissions Etc | 156061895 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.99270 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.99310 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4443885 | OtherCostOrOtherBasis |
| Book Value | 4443885 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 28035935 | OtherCostOrOtherBasis |
| Depreciation | 12266537 | Depreciation |
| Book Value | 15769398 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1787465 | OtherCostOrOtherBasis |
| Depreciation | 225200 | Depreciation |
| Book Value | 1562265 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 12289634 | OtherCostOrOtherBasis |
| Depreciation | 9909139 | Depreciation |
| Book Value | 2380495 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 153636 | OtherCostOrOtherBasis |
| Depreciation | 975 | Depreciation |
| Book Value | 152661 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 24308704 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DUE FROM FOUNDATION | Description |
| Book Value | 2290286 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 2290286 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | THIRD PARTY PAYOR SETTLEMENT | Description |
| Amount | $2,675,033 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 2675033 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | Identifier |
| Return Reference | PART X: | ReturnReference |
| Explanation | PRESBYTERIAN MEDICAL SERVICES IS EXEMPT FROM STATE AND FEDERAL INCOME TAXES ON RELATED INCOME UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3). PMS IS CLASSIFIED AS OTHER THAN A PRIVATE FOUNDATION. | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | DAFFODIL DAYS | NameOfEvent1 |
| Gross Receipts Event1 | 56213 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 0 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 56213 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 11081 | OtherDirectExpensesEvent1 |
| Name Of Event2 | LIGHT UP A LIFE | NameOfEvent2 |
| Gross Receipts Event2 | 37990 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 0 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 37990 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 1440 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 4 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 96519 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 0 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 96519 | GrossRevenueOtherEvents |
| Other Direct Expenses Other Events | 18880 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 190722 | GrossReceiptsTotal |
| Gross Revenue Total Events | 190722 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 31401 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 31401 | DirectExpenseSummaryEvents |
| Net Income Summary | 159321 | NetIncomeSummary |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 1 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (12 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DIANE P MARTINEZ | |||||||||||||
| 240363 | 0 | 71448 | 0 | 770 | 0 | 26903 | 0 | 9713 | 0 | 349197 | 0 | 0 | 0 |
| STEVE HANSEN | |||||||||||||
| 349169 | 0 | 0 | 0 | 1275 | 0 | 49120 | 0 | 20622 | 0 | 420186 | 0 | 0 | 0 |
| DON DANIEL | |||||||||||||
| 153689 | 0 | 0 | 0 | 3063 | 0 | 18106 | 0 | 8372 | 0 | 183230 | 0 | 0 | 0 |
| LAWRENCE LYONS | |||||||||||||
| 279226 | 0 | 0 | 0 | 3580 | 0 | 39186 | 0 | 3922 | 0 | 325914 | 0 | 0 | 0 |
| DOUG SMITH | |||||||||||||
| 216468 | 0 | 0 | 0 | 2414 | 0 | 18020 | 0 | 18742 | 0 | 255644 | 0 | 0 | 0 |
| ROBERTA C LEE | |||||||||||||
| 128896 | 0 | 38183 | 0 | 892 | 0 | 17441 | 0 | 13407 | 0 | 198819 | 0 | 0 | 0 |
| SYLVIA MONTOYA | |||||||||||||
| 180519 | 0 | 0 | 0 | 2500 | 0 | 7323 | 0 | 5400 | 0 | 195742 | 0 | 0 | 0 |
| FRANK ARNOLD | |||||||||||||
| 177471 | 0 | 3000 | 0 | 2500 | 0 | 17843 | 0 | 9941 | 0 | 210755 | 0 | 0 | 0 |
| MELANIE UKANWA | |||||||||||||
| 167216 | 0 | 13480 | 0 | 2500 | 0 | 12031 | 0 | 5806 | 0 | 201033 | 0 | 0 | 0 |
| ELLEN PIERNOT | |||||||||||||
| 168202 | 0 | 21310 | 0 | 2500 | 0 | 13730 | 0 | 9109 | 0 | 214851 | 0 | 0 | 0 |
| SALLY BODENSTEINER | |||||||||||||
| 171884 | 0 | 2000 | 0 | 2500 | 0 | 14046 | 0 | 2646 | 0 | 193076 | 0 | 0 | 0 |
| JAMES L RIEBSOMER | |||||||||||||
| 0 | 0 | 0 | 0 | 863033 | 0 | 0 | 0 | 0 | 0 | 863033 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 7 | ReturnReference |
| Explanation | THE ORGANIZATION PROVIDED COMPENSATION TO OFFICERS AND EMPLOYEES THAT WERE NON-FIXED PAYMENTS. | Explanation |
Schedule L IRS990ScheduleL
Loan Table LoanTable (2 entries)
| Purpose Of LoanPurposeOfLoan | Loan From OrganizationLoanFromOrganization | Original PrincipalOriginalPrincipalAmount | Balance DueBalanceDue | DefaultDefault | Approved By BoardApprovedByBoard | Written AgreementWrittenAgreement | Loan To OrganizationLoanToOrganization |
|---|---|---|---|---|---|---|---|
| JIM RIEBSOMER | |||||||
| TO BUY SPLIT DOLLAR LIFE INSURANCE POLICY | X | $2,000,000 | 1999485 | 0 | 1 | 1 | |
| JIM RIEBSOMER | |||||||
| TERM BENEFITS AND SEVERANCE COMPENSATION | $3,034,701 | 2927825 | 0 | 1 | 1 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 4927310 | TotalBalanceDue |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE PROCESS THAT PMS USES TO PRESENT THE 990 TO THE BOARD IS THAT IN THE BOARD MEETING PRIOR TO THE FILING DEADLINE, THE 990 IS PRESENTED AND A COPY OF THE FORM 990 IS PROVIDED TO THE GOVERNING BODY. | |
| BOARD MEMBERS ARE REQUIRED TO COMPLETE ANNUAL CONFLICT OF INTEREST DISCLOSURE FORM WHICH OUTLINES THE BUSINESSES, FINANCIAL INTERESTS, POLITICAL INTERESTS AND ORGANIZATIONAL MEMBERSHIPS THAT COULD CREATE ACTUAL OR PERCEIVED CONFLICTS. PMS EXECUTIVE LEADERSHIP TEAM REVIEWS REGULARLY SUCH DISCLOSURE STATEMENTS TO ENSURE NO CONFLICTS OF INTERESTS ARE PRESENT. MEMBERS OF THE PMS BOARD ARE PROHIBITED FROM BEING EMPLOYED BY PMS. CHIEF LEGAL COUNSEL ATTENDS ALL BOARD MEETINGS AND MONITORS FOR ANY ACTION(S) WHICH COULD IMPLICATE THE CONFLICT OF INTEREST POLICY. | FORM 990, PART VI, SECTION B, LINE 12C | |
| THE BOARD OF DIRECTORS OF PRESBYTERIAN MEDICAL SERVICES ADOPTED A POLICY WHICH STATES: IT IS THE POLICY OF PRESBYTERIAN MEDICAL SERVICES (PMS) BOARD OF DIRECTORS POLICY TO PROVIDE TOTAL COMPENSATION TO THE PMS PRESIDENT AND KEY EXECUTIVES WHICH WILL, TO THE EXTENT POSSIBLE, (A) SERVE TO MAINTAIN A COMPETITIVE MARKET POSITION, (B) RECOGNIZE INDIVIDUAL PERFORMANCE, AND (C) ADHERE TO APPLICABLE LAWS AND REGULATIONS IMPACTING EXECUTIVE COMPENSATION IN NONPROFIT ORGANIZATIONS. METHODOLOGY: PMS OBTAINS FROM A QUALIFIED, INDEPENDENT EXECUTIVE COMPENSATION CONSULTANT(S) COMPETITIVE LABOR MARKET ANALYSES OF THE EXECUTIVES OF NATION AND REGIONAL HEALTH CARE ORGANIZATIONS SIMILAR IN SIZE AND COMPLEXITY TO PRESBYTERIAN MEDICAL SERVICES. THE THREE SOURCES OF COMPETITIVE COMPENSATION DATA EXAMINED ARE: (1) PUBLISHED HEALTH CARE AND NOT-FOR-PROFIT ORGANIZATION COMPENSATION AND BENEFIT SURVEYS, (2) PEER ORGANIZATION IRS FORM 990 FILINGS; AND (3) PUBLICLY TRADED COMPANIES OF SIMILAR SIZE AND INDUSTRY TO PMS. | FORM 990, PART VI, SECTION B, LINE 15 | |
| PMS MAKES ITS GOVERNING DOCUMENTS, FINANCIAL STATEMENTS OR POLICIES/PROCEDURES AVAILABLE TO THE PUBLIC UPON REQUEST. ANNUAL FILINGS OF IRS FORM 990 ARE AVAILABLE TO THE PUBLIC VIA GUIDESTAR.ORG. IN ADDITION, PMS FILES ITS ORGANIZING DOCUMENTS AND AUDITED FINANCIAL STATEMENTS WITH NUMEROUS STATE AND FEDERAL GOVERNMENT AGENCIES (E.G., NEW MEXICO DEPARTMENT OF HEALTH, UNITED STATES DEPARTMENT OF HEALTH AND HUMAN SERVICES) WHO, IN TURN, OFTEN MAKE SUCH FILINGS AVAILABLE TO THE PUBLIC. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 167,410. INVESTMENT IN PARTNERS IN WELLNESS 28,599. TOTAL TO FORM 990, PART XI, LINE 5: 196,009. | FORM 990, PART XI, LINE 5: |
| THE OVERSIGHT OR SELECTION PROCESS HAS NOT CHANGED DURING THE TAX YEAR. | FORM 990, PART XII, LINE 2C |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| PRESBYTERIAN MEDICAL SERVICES FOUNDATION INC | ||||||||||
| PO BOX 2267 | SANTA FE | NM | 875042267 | 850435792 | TO FACILITATE AND SUPPORT PROGRAMS OF PRESBYTERIAN MEDICAL SERVICES. | NM | 509(A)(3) | 501(C)(3) | N/A | 0 |
| PARTNERS IN WELLNESS LLC | ||||||||||
| 1422 PASEO DE PERALTA | SANTA FE | NM | 87501 | 263836947 | TO PROVIDE MENTAL HEALTH SERVICES. | NM | 509(A)(2) | 501(C)(3) | N/A | 0 |
| BEST PRACTICES | ||||||||||
| 1422 PASEO DE PERALTA | SANTA FE | NM | 87501 | 274454855 | TO SEEK FUNDING TO FURTHER THE PURPOSE OF MEMBER ORGANIZATIONS | NM | APPLICATION PENDING | N/A | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 1 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Comments