2011-11-09T17:07:48-06:00 2010-12-31 PULAKOS CPAS PC 5921 JEFFERSON STREET NE ALBUQUERQUE NM 87109 990 2010-01-01 850206810 PRESBYTERIAN MEDICAL SERVICES PRES 5059825565 P O BOX 2267 SANTA FE NM 875042267 STEVEN C HANSEN 5059825565 2011-11-07 1 JAMES M HAYNES 5053381500 2010 2016-02-24 21:20:13Z STEVEN C HANSEN 1422 PASEO DE PERALTA SANTA FE NM 87501 73667359 0 X WWW.PMS-HEALTHIERSTATE.COM X 1970 NM PRESBYTERIAN MEDICAL SERVICES DESIGNS AND DELIVERS QUALITY, INTEGRATED HEALTH, EDUCATION, AND HUMAN SERVICES IN RESPONSE TO IDENTIFIED COMMUNITY NEEDS OF THE MULTICULTURAL PEOPLE OF THE SOUTHWEST. 13 13 1383 1000 43886 5543 34066023 37909223 31764333 34692874 602136 333136 520186 466945 66952678 73402178 0 0 0 0 46597078 48234265 0 0 316270 20888167 21718939 67485245 69953204 -532567 3448974 38479884 42349807 22288441 22513381 16191443 19836426 X PRESBYTERIAN MEDICAL SERVICES DESIGNS AND DELIVERS QUALITY, INTEGRATED HEALTH, EDUCATION, AND HUMAN SERVICES IN RESPONSE TO IDENTIFIED COMMUNITY NEEDS OF THE MULTICULTURAL PEOPLE OF THE SOUTHWEST. 0 0 36711536 0 28018106 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. 13843563 0 0 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. 4155895 0 4609966 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. 3507999 0 2232930 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. 3507999 2232930 58218993 1 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 89 0 1 1383 1 1 1 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NM X X FRAN LUCERO 5059825565 1422 PASEO DE PERALTA SANTA FE NM 87501 JOANNA SHARPE 1.00 X 0 0 0 ROGER TOLEDO 1.00 X 0 0 0 KATHERINE DEPAULA 1.00 X 0 0 0 ROSE KELLY 1.00 X 0 0 0 CYNTHIA RAEL VIGIL 1.00 X 0 0 0 KEITH RIDDLE 1.00 X 0 0 0 SUSAN SMITH 1.00 X 0 0 0 NADINE ULIBARRI-KELLER 1.00 X 0 0 0 BERNICE BREWER 1.00 X 0 0 0 CAROLYN RENTERIA 1.00 X 0 0 0 DAN SHANNON 1.00 X 0 0 0 BYRON BARTLEY 1.00 X 0 0 0 ROB MITCHELL 1.00 X 0 0 0 DEBBIE BONIFER 40.00 X 96871 0 17023 DIANE P MARTINEZ 40.00 X X 312581 0 36616 STEVE HANSEN 40.00 X X 350444 0 69742 DON DANIEL 40.00 X 156752 0 26478 LAWRENCE LYONS 40.00 X 282806 0 43108 DOUG SMITH 40.00 X 218882 0 36762 ROBERTA C LEE 40.00 X 167971 0 30848 SYLVIA MONTOYA 40.00 X 183019 0 12723 FRANK ARNOLD 40.00 X 182971 0 27784 MELANIE UKANWA 40.00 X 183196 0 17837 ELLEN PIERNOT 40.00 X 192012 0 22839 SALLY BODENSTEINER 40.00 X 176384 0 16692 JAMES L RIEBSOMER 0.00 X 863033 0 0 3366922 0 358452 12 1 1 0 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 10 155435 37524646 229142 37909223 MEDICAL FEES: MEDICARE 621110 30812096 30812096 CAPITATION REVENUE 621110 3394757 3394757 DISCOUNT RETIREMENT HO 531110 370718 370718 OTHER 621110 115303 115303 34692874 165008 165008 124229 103814 20415 20415 43886 -23471 273882 105754 168128 168128 168128 190722 31401 159321 159321 311421 24212 287209 287209 73402178 34861002 43886 588067 1846884 1846884 37686964 32838728 4752968 95268 1151910 947517 201302 3091 4699847 3869123 823296 7428 2848660 2491412 349558 7690 38862 11078 27784 98409 73391 25018 3647251 3254899 200152 192200 5918005 5207363 710642 1609710 1103966 505744 392943 260441 132502 1178533 1013449 165084 737104 431089 306015 1871820 1420335 451485 717040 557915 159125 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 508508 246250 262258 69953204 58218993 11417941 316270 1798543 2642244 7777110 9894747 2240000 1999485 296552 306132 233635 236318 46710555 22401851 23373676 24308704 550731 566779 101305 105112 2108332 2290286 38479884 42349807 7517422 8181159 355535 651418 3773633 2927825 9137132 8077946 1504719 2675033 22288441 22513381 X 14041092 17686075 2150351 2150351 16191443 19836426 38479884 42349807 X 3448974 196009 X X 0 1 1 X 1 1 X 27934459 29511638 34005286 34066023 37909223 163426629 27934459 29511638 34005286 34066023 37909223 163426629 163426629 149885 176959 276521 338865 264372 1206602 164633231 156061895 0.99270 0.99310 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4443885 4443885 28035935 12266537 15769398 1787465 225200 1562265 12289634 9909139 2380495 153636 975 152661 24308704 DUE FROM FOUNDATION 2290286 2290286 THIRD PARTY PAYOR SETTLEMENT 2675033 2675033 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: 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. DAFFODIL DAYS 56213 0 56213 11081 LIGHT UP A LIFE 37990 0 37990 1440 4 96519 0 96519 18880 190722 190722 31401 31401 159321 X X X X X X 0 0 0 0 0 0 0 1 0 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 PART I, LINE 7 THE ORGANIZATION PROVIDED COMPENSATION TO OFFICERS AND EMPLOYEES THAT WERE NON-FIXED PAYMENTS. JIM RIEBSOMER TO BUY SPLIT DOLLAR LIFE INSURANCE POLICY X 2000000 1999485 0 1 1 JIM RIEBSOMER TERM BENEFITS AND SEVERANCE COMPENSATION X 3034701 2927825 0 1 1 4927310 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. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO COMPLETE ANNUAL CONFLICT OF INTEREST DISCLOSURE FORM WHICH OUTLINES THE BUSINESSES, FINANCIAL INTERESTS, POLITICAL INTERESTS AND ORGANIZATIONAL MEMBERSHIPS THAT COULD CREATE ACTUAL OR PERCEIVED CONFLICTS. PMS EXECUTIVE LEADERSHIP TEAM REVIEWS REGULARLY SUCH DISCLOSURE STATEMENTS TO ENSURE NO CONFLICTS OF INTERESTS ARE PRESENT. MEMBERS OF THE PMS BOARD ARE PROHIBITED FROM BEING EMPLOYED BY PMS. CHIEF LEGAL COUNSEL ATTENDS ALL BOARD MEETINGS AND MONITORS FOR ANY ACTION(S) WHICH COULD IMPLICATE THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS OF PRESBYTERIAN MEDICAL SERVICES ADOPTED A POLICY WHICH STATES: IT IS THE POLICY OF PRESBYTERIAN MEDICAL SERVICES (PMS) BOARD OF DIRECTORS 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 C, LINE 19 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: 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 XII, LINE 2C THE OVERSIGHT OR SELECTION PROCESS HAS NOT CHANGED DURING THE TAX YEAR. 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 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0