2025-03-17T13:04:56-05:00 2024-05-31 410746749 CLIFTONLARSONALLEN LLP 8390 EAST CRESCENT PARKWAY SUITE 300 GREENWOOD VILLAGE CO 80111 990 2023-06-01 840742145 MOUNTAIN FAMILY HEALTH CENTERS MOUN 9709452840 2802 SOUTH GRAND GLENWOOD SPRINGS CO 81601 STEVE LEAZER CHIEF FINANCIAL OFFICER 9709452840 2025-03-12 1 1 BECKY DETTMANN CPA P01408585 3037795710 2025-03-12 2023 2025-03-06 01:10:19Z STEVE LEAZER 2802 SOUTH GRAND GLENWOOD SPRINGS CO 81601 24523069 0 X WWW.MOUNTAINFAMILY.ORG X 1977 CO PROVIDING EQUITABLE AND AFFORDABLE MEDICAL, BEHAVIORAL, AND DENTAL HEALTHCARE FOR ALL. 11 11 259 20 8430 1159 10367572 9974948 12812158 14362125 22854 86047 282 98 23202866 24423218 5504 10823 0 0 15285711 16102509 113250 68585 68585 7583201 9288978 22987666 25470895 215200 -1047677 19145759 17600817 5742622 5582386 13403137 12018431 WE IMPROVE THE HEALTH OF OUR COMMUNITY BY PROVIDING EQUITABLE AND AFFORDABLE MEDICAL, BEHAVIORAL, AND DENTAL HEALTHCARE FOR ALL. 0 0 20902179 10823 14353695 MOUNTAIN FAMILY HEALTH CENTERS PROVIDES PRIMARY MEDICAL, DENTAL AND BEHAVIORAL HEALTH SERVICES AT NINE LOCATIONS. SERVICES ARE PROVIDED TO THE GENERAL PUBLIC, INCLUDING LOW-COST AND DONATED SERVICES FOR LOW-INCOME AND INDIGENT PERSONS. THE CLINICS ARE PARTIALLY FUNDED BY AN OPERATING GRANT FROM THE U.S. DEPARTMENT OF HEALTH AND HUMAN SERVICES. FOR THE FISCAL YEAR ENDED MAY 31, 2024, 16,429 PATIENTS WERE SERVED THROUGH 62,568 BILLABLE ENCOUNTERS. 20902179 1 1 0 1 0 0 0 0 0 0 1 0 0 1 0 1 1 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 128 0 1 259 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 1 0 0 1 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X X STEVE LEAZER 9709452840 2802 SOUTH GRAND AVE GLENWOOD SPRING CO 81601 DUSTIN MOYER DIR (THRU 12/23)/CEO(AS OF 02/24) 40.00 X X 0 0 0 SYDNEY SCHALIT CHAIR 4.00 X X 0 0 0 ELAINE HUBER VICE CHAIR 4.00 X X 0 0 0 TRISH KRAMER TREASURER 4.00 X X 0 0 0 BETTY LUCAS SECRETARY (THRU 7/23) 4.00 X X 0 0 0 HANNAH BERMAN SECRETARY 4.00 X X 0 0 0 ELENA BROADDUS DIRECTOR 4.00 X 0 0 0 PAUL CORCORAN DIRECTOR 4.00 X 0 0 0 CHRIS LINDLEY DIRECTOR 4.00 X 0 0 0 LUCY MONCADA-ARCILA DIRECTOR (THRU 11/23) 4.00 X 0 0 0 MIKE NUGENT DIRECTOR (THRU 9/23) 4.00 X 0 0 0 MONICA PEREZ RHODES DIRECTOR 4.00 X 0 0 0 KENDALL REILEY DIRECTOR 4.00 X 0 0 0 MISSAEL URTIAGA GUTIERREZ DIRECTOR 4.00 X 0 0 0 MELINA VALCESIA DIRECTOR 4.00 X 0 0 0 ROSS BROOKS CEO (THRU 8/23) 40.00 X 181451 0 19719 MATTHEW PERCY MD CO-CHIEF MEDICAL OFFICER 40.00 X 204243 0 32525 STEVE LEAZER SR DIR OF FIN./CFO (AS OF 5/24) 40.00 X 115146 0 3934 ARTURO FERNANDEZ CHIEF OPERATING OFFICER 40.00 X 171235 0 18177 ANNETTE FRANTA INTERIM CEO (THRU 02/24)/CFO (THRU 5/24) 40.00 X 183380 0 17091 ANNELIESE BURCH CO-CHIEF MEDICAL OFFICER 40.00 X 227907 0 18887 AUDREY FISHER DDS ASSOCIATE DENTAL DIRECTOR 40.00 X 177552 0 16258 KJELL BENSON MEDICAL DOCTOR 30.00 X 156944 0 23885 MARIA ROQUES ESCOLAR PEDIATRICIAN (THRU 4/24) 40.00 X 167573 0 5181 ZACKARY KENT MD PHYSICIAN (THRU 1/24) 40.00 X 236789 0 18945 ADRIENE FEDDE FURMANS MEDICAL DOCTOR 30.00 X 206728 0 14487 2028948 0 189089 30 0 1 0 VERTIX BUILDERS PO BOX 118 FIRESTONE CO 80520 CONSTRUCTION SERVICES 1100109 PROVELOCITY 2793 SKYLINE COURT SUITE B GRAND JUNCTION CO 80520 OUTSOURCED IT SERVICES 274919 LABORATORY CORPORATION OF AMERICA PO BOX 12140 BURLINGTON NC 27216 LABORATORY SERVICES 236557 PRECISION MANAGEMENT CENTRAL 4833 FRONT STREET UNIT B197 CASTLE ROCK CO 80104 CONSULTING SERVICES 178083 DESTINY OTTMAN 11 E CARSON CIRCLE PARACHUTE CO 81635 JANITORIAL SERVICES 177294 8 8040703 1934245 642296 9974948 PATIENT FEES 621400 11181564 11173134 8430 CONTRACT REVENUE 621400 1990416 1990416 PHARMACY REVENUE 456110 1190145 1190145 14362125 60898 60898 125000 99851 25149 25149 25149 MISCELLANEOUS INCOME 900099 98 98 98 24423218 14353695 8430 86145 X 1200 1200 9623 9623 1164865 121562 1043303 12391513 10928952 1462561 131564 122165 9399 1337354 1094718 242636 1077213 859132 218081 2253 2253 62288 62288 68585 68585 3332677 2569738 762939 83121 6993 76128 322687 132712 189975 416582 370758 45824 110817 54340 56477 96737 47436 49301 714389 688256 26133 79277 43014 36263 MEDICAL SUPPLIES 2393188 2378587 14601 BAD DEBT EXPENSE 975800 975800 REPAIRS & MAINTENANCE 515146 457587 57559 DUES & SUBSCRIPTIONS 105133 17084 88049 78883 22522 56361 25470895 20902179 4500131 68585 2196 20259 2738549 2657006 889134 1290320 2388508 2069353 345358 323435 10868492 4701498 6030824 6166994 1015794 5735396 5073450 19145759 17600817 1817359 1854112 77500 56302 3847763 3671972 5742622 5582386 X 10732958 9495304 2670179 2523127 13403137 12018431 19145759 17600817 -1047677 1982 -339011 0 X X 0 1 X 1 1 1 X 9665941 11503099 11056849 10367572 9974948 52568409 9665941 11503099 11056849 10367572 9974948 52568409 1992094 50576315 1326 1478 1103 22852 60898 87657 477 10456 5518 16451 8665 5786 138 282 98 14969 52687486 59012392 0.95990 0.97150 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2019 AMOUNT: $ 8,665. 2020 AMOUNT: $ 5,786. 2021 AMOUNT: $ 138. 2022 AMOUNT: $ 282. 2023 AMOUNT: $ 98. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 0 0 0 0 1 4653 4653 0 PART II-B, LINE 1: THE ORGANIZATION PAYS MEMBERSHIP DUES TO THE COLORADO COMMUNITY HEALTH NETWORK, A PORTION OF WHICH ARE USED BY THE NETWORK TO LOBBY ON BEHALF OF ALL MEMBER ORGANIZATIONS. 2309160 768495 1540665 5170664 1196096 3974568 3388668 2736907 651761 6166994 RIGHT-OF-USE ASSETS, NET 3476894 DONATED USE OF BUILDINGS 1596556 5073450 X 24690492 1982 1241092 1243074 23447418 975800 975800 24423218 26075198 1580103 1580103 24495095 975800 975800 25470895 PART X, LINE 2: THE ORGANIZATION HAS PREVIOUSLY RECEIVED NOTICE OF EXEMPTION OF INCOME TAX FROM THE INTERNAL REVENUE SERVICE UNDER SECTION 501(C)(3) OF THE FEDERAL INTERNAL REVENUE CODE. THE ORGANIZATION IS NOT A PRIVATE FOUNDATION, AND CONTRIBUTIONS TO THE ORGANIZATION QUALIFY AS CHARITABLE TAX DEDUCTIONS BY THE CONTRIBUTOR. THE ORGANIZATION FOLLOWS THE ACCOUNTING STANDARDS REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX PROVISIONS. THE IMPLEMENTATION OF THE ACCOUNTING STANDARDS REGARDING UNCERTAIN TAX PROVISIONS HAD NO IMPACT ON THE ORGANIZATION'S FINANCIAL STATEMENTS. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS OR AWARE OF ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR EXCISE OR OTHER TAXES. PART XI, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT EXPENSE 975,800. PART XII, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT EXPENSE 975,800. X X X X X X 1 CAROLYN HARDIN PO BOX 1396 CARBONDALE CO 81623 GRANT WRITING 0 7532882 68585 7464297 7532882 68585 7464297 CO 1 CARE ACCESS POOL PAY-OUT 24 9623 N/A N/A PART I, LINE 2: THE ORGANIZATION ENSURES APPROPRIATE USE OF ASSISTANCE BY MAKING PAYMENTS DIRECTLY TO THE MEDICAL PROVIDER. X X X X 0 0 0 0 0 0 0 0 0 ZACKARY KENT MD PHYSICIAN (THRU 1/24) 236402 0 387 0 0 0 7165 0 11780 0 255734 0 0 0 ANNELIESE BURCH CO-CHIEF MEDICAL OFFICER 226661 0 556 0 690 0 6895 0 11992 0 246794 0 0 0 MATTHEW PERCY MD CO-CHIEF MEDICAL OFFICER 198497 0 5746 0 0 0 6613 0 25912 0 236768 0 0 0 ADRIENE FEDDE FURMANS MEDICAL DOCTOR 205925 0 803 0 0 0 2836 0 11651 0 221215 0 0 0 ROSS BROOKS CEO (THRU 8/23) 177936 0 54 0 3461 0 5668 0 14051 0 201170 0 0 0 ANNETTE FRANTA INTERIM CEO (THRU 02/24)/CFO (THRU 5/24) 183326 0 54 0 0 0 5554 0 11537 0 200471 0 0 0 AUDREY FISHER DDS ASSOCIATE DENTAL DIRECTOR 176386 0 1166 0 0 0 5362 0 10896 0 193810 0 0 0 ARTURO FERNANDEZ CHIEF OPERATING OFFICER 171181 0 54 0 0 0 5233 0 12944 0 189412 0 0 0 KJELL BENSON MEDICAL DOCTOR 156612 0 332 0 0 0 1194 0 22691 0 180829 0 0 0 MARIA ROQUES ESCOLAR PEDIATRICIAN (THRU 4/24) 167214 0 359 0 0 0 5026 0 155 0 172754 0 0 0 X 8184 624131 DONOR DETERMINED X MED. SUPPLIES 1 18165 DONOR DETERMINED 0 0 1 0 PART I, COLUMN (B): THE NUMBER OF ITEMS CONTRIBUTED WAS USED IN PART I, LINE 20. THE NUMBER OF CONTRIBUTIONS WAS USED IN PART I, LINE 25. FORM 990, PART VI, SECTION A, LINE 1A THE BOARD OF DIRECTORS HAS AN EXECUTIVE COMMITTEE CONSISTING OF THE OFFICERS OF THE BOARD. THE EXECUTIVE COMMITTEE HAS THE POWER TO ACT ON BEHALF OF THE BOARD BETWEEN ITS MEETINGS, ESPECIALLY WITH RESPECT TO EMERGENT OR TIME-SENSITIVE MATTERS. THE EXECUTIVE COMMITTEE DOES NOT HAVE AUTHORITY WITH RESPECT TO AMENDING, ALTERING OR REPEALING THE BYLAWS; ELECTING, APPOINTING, OR REMOVING ANY BOARD MEMBER OR EXECUTIVE COMMITTEE MEMBER; AMENDING OR RESTATING THE ARTICLES OF INCORPORATION; ADOPTING A PLAN OF MERGER OR CONSOLIDATION WITH ANOTHER COMPANY; AUTHORIZING THE SALE, LEASE, EXCHANGE OR MORTGAGE OF ALL OR SUBSTANTIALLY ALL OF THE ORGANIZATION'S ASSETS; AUTHORIZING THE ORGANIZATION'S VOLUNTARY DISSOLUTION OR REVOKING PROCEEDINGS THEREFORE; ADOPTING A PLAN FOR THE DISTRIBUTION OF THE ORGANIZATION'S ASSETS; OR AMENDING, ALTERING OR REPEALING ANY RESOLUTION OF THE BOARD. THE EXECUTIVE COMMITTEE MUST KEEP THE BOARD TIMELY AND REASONABLY INFORMED OF ITS DELIBERATIONS AND ACTIONS. FORM 990, PART VI, SECTION A, LINE 4 THE FOLLOWING CHANGES WERE MADE TO THE BYLAWS: - THE ROLE OF THE BOARD MEMBERS NOW INCLUDES REVIEW, APPROVAL AND UPDATE CORPORATE POLICIES PERTAINING TO COST OF SERVICES AND PARTIAL PAYMENT POLICIES. - NO OTHER ENTITY, COMMITTEE OR INDIVIDUAL INCLUDING THE MOUNTAIN FAMILY HEALTH CENTERS BOARD OF DIRECTORS EXECUTIVE COMMITTEE IS ALLOWED TO RESERVE APPROVAL AUTHORITY OR HAVE VETO POWER OVER THE BOARD REAGARDING THE REQUIRED AUTHORITIES AND FUNCTION OF THE CORPORATION. - EXPULSION OF DIRECTOR - THE BOARD MEMBER REMOVAL PROCESS DOES NOT PERMIT ANY OTHER ENTITY, COMMITTEE OR INDIVIDUAL, OTHER THAN THE OTHER DIRECTORS TO REMOVE A DIRECTOR. FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION HAS A SERVICE CONTRACT WITH VAIL HEALTH THAT GIVES VAIL HEALTH THE POWER TO APPOINT ONE MEMBER TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY THE ORGANIZATION'S INDEPENDENT CPA WITH INFORMATION PROVIDED BY MANAGEMENT. THE FORM 990 WAS REVIEWED IN DETAIL BY THE FINANCE TEAM. IT WAS THEN REVIEWED BY THE CEO. THE BOARD OF DIRECTORS WAS THEN GIVEN A COPY OF THE FORM 990 WITH A SUMMARY STATEMENT BY MANAGEMENT FOR REVIEW AND APPROVAL BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C POTENTIAL CONFLICTS OF INTEREST ARE REVIEWED MONTHLY WITH THE BOARD OF DIRECTORS AND INDIVIDUALLY WITH EACH NEW MEMBER AS THEY COME ON BOARD. ANNUALLY THE ORGANIZATION FORMALLY SURVEYS ALL BOARD OF DIRECTOR MEMBERS ON CONFLICTS OF INTEREST. WHEN A MATTER COMES BEFORE THE BOARD OF DIRECTORS THAT GIVES RISE TO A POTENTIAL CONFLICT OF INTEREST, THE AFFECTED DIRECTOR MAKES THE ISSUE KNOWN TO THE BOARD. AFTER DISCLOSING THE RELEVANT FACTS AND ANSWERING ANY QUESTIONS, THE AFFECTED DIRECTOR WITHDRAWS FROM THE MEETING FOR AS LONG AS THE MATTER IS UNDER CONSIDERATION AND SHALL NEITHER BE PRESENT NOR CAST A VOTE. IF IT IS UNCLEAR WHETHER A CONFLICT EXISTS, THE REMAINING DIRECTORS MAKE THE DETERMINATION. IF THE BOARD OF DIRECTORS BELIEVES A DIRECTOR HAS FAILED TO DISCLOSE A CONFLICT, IT INFORMS THE DIRECTOR AND GIVES THEM A CHANCE TO RESPOND AND EXPLAIN. AFTER THIS, IF THE BOARD DETERMINES THAT THE DIRECTOR HAS FAILED TO DISCLOSE A CONFLICT OF INTEREST, THE BOARD TAKES APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. FORM 990, PART VI, SECTION B, LINE 15 SALARY SURVEYS FROM THE EMPLOYERS COUNCIL AND NACHC/CCHN ALONG WITH 990'S OF OTHER SIMILAR ORGANIZATIONS ARE USED TO DETERMINE COMPENSATION OF TOP MANAGEMENT OFFICIALS AND KEY EMPLOYEES. THE MARKET ANALYSIS IS DOCUMENTED INTERNALLY, REVIEWED WITH KEY MANAGEMENT AND RETAINED BY THE HR DEPARTMENT. THE CEO'S COMPENSATION IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS. THE COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES IS REVIEWED AND APPROVED BY THE CEO. DELIBERATIONS ARE DOCUMENTED IN THE BOARD MEETING MINUTES. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER SERVICES: PROGRAM SERVICE EXPENSES 940,982. MANAGEMENT AND GENERAL EXPENSES 279,372. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,220,354. CONSULTING SERVICES: PROGRAM SERVICE EXPENSES 501,741. MANAGEMENT AND GENERAL EXPENSES 148,964. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 650,705. SOFTWARE LICENSE FEES: PROGRAM SERVICE EXPENSES 446,743. MANAGEMENT AND GENERAL EXPENSES 132,635. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 579,378. OUTSOURCED SERVICES: PROGRAM SERVICE EXPENSES 444,466. MANAGEMENT AND GENERAL EXPENSES 131,959. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 576,425. LABRATORY SERVICES: PROGRAM SERVICE EXPENSES 235,806. MANAGEMENT AND GENERAL EXPENSES 70,009. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 305,815. FORM 990, PART XII, LINE 2C: THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. MOUNTAIN FAMILY HEALTH SOLUTIONS LLC 2802 GRAND AVENUE GLENWOOD SPRINGS CO 81601 840742145 TO HOLD MEDICAL SERVICE CONTRACTS WITH EMPLOYERS CO 10086 72658 MOUNTAIN FAMILY HEALTH CENTERS