2024-01-16T12:28:04-06:00 2023-05-31 410746749 CLIFTONLARSONALLEN LLP 8390 EAST CRESCENT PARKWAY SUITE 300 GREENWOOD VILLAGE CO 80111 990 2022-06-01 840742145 MOUNTAIN FAMILY HEALTH CENTERS MOUN 9709452840 2802 SOUTH GRAND GLENWOOD SPRINGS CO 81601 ANNETTE FRANTA CHIEF FINANCIAL OFFICER 9709452840 2023-12-21 1 ANNETTE FRANTA XXX-XX-XXXX 1 SARAH HINTZ P00492291 3037795710 2023-12-21 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z ANNETTE FRANTA 2802 SOUTH GRAND GLENWOOD SPRINGS CO 81601 23202866 0 X WWW.MOUNTAINFAMILY.ORG X 1977 CO PROVIDING EQUITABLE AND AFFORDABLE MEDICAL, BEHAVIORAL, AND DENTAL HEALTHCARE FOR ALL. 14 14 242 20 25656 5518 11056849 10367572 11328734 12812158 1103 22854 138 282 22386824 23202866 4787 5504 0 0 14267406 15285711 86223 113250 113250 7009381 7583201 21367797 22987666 1019027 215200 12806838 19145759 1892683 5742622 10914155 13403137 WE IMPROVE THE HEALTH OF OUR COMMUNITY BY PROVIDING EQUITABLE AND AFFORDABLE MEDICAL, BEHAVIORAL, AND DENTAL HEALTHCARE FOR ALL. 0 0 18545610 5504 12786502 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, 2023, 16,202 PATIENTS WERE SERVED THROUGH 60,672 BILLABLE ENCOUNTERS. DURING THE FISCAL YEAR, MOUNTAIN FAMILY PROVIDED APPROXIMATELY 1,731 COVID VACCINES TO THE COMMUNITY. 18545610 1 1 0 1 0 0 0 0 1 0 1 0 0 1 0 1 1 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 145 0 1 242 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 1 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 CO X X ANNETTE FRANTA 9709452840 2802 SOUTH GRAND GLENWOOD SPRINGS CO 81601 SYDNEY SCHALIT CHAIR 4.00 X X 0 0 0 ELAINE HUBER VICE CHAIR 4.00 X X 0 0 0 BETTY LUCAS SECRETARY 4.00 X X 0 0 0 ROB STEIN PHD SECRETARY (THRU 12/22) 4.00 X X 0 0 0 TRISH KRAMER TREASURER 4.00 X X 0 0 0 LUCY MONCADA-ARCILA DIRECTOR 4.00 X 0 0 0 PAZ ESCOBAR KOSTRBA DIRECTOR (THRU 11/22) 4.00 X 0 0 0 CHRIS LINDLEY DIRECTOR 4.00 X 0 0 0 VICTOR MAMLIN DIRECTOR (THRU 6/22) 4.00 X 0 0 0 DUSTIN MOYER DIRECTOR 4.00 X 0 0 0 MIKE NUGENT DIRECTOR 4.00 X 0 0 0 MONICA PEREZ RHODES DIRECTOR 4.00 X 0 0 0 MARIA TARAJANO RODMAN DIRECTOR (THRU 4/23) 4.00 X 0 0 0 MELINA VALCESIA DIRECTOR 4.00 X 0 0 0 ROSS BROOKS CEO 50.00 X 223513 0 31836 MATTHEW PERCY MD CO-CHIEF MEDICAL OFFICER 50.00 X 224581 0 29536 ARTURO FERNANDEZ COO 50.00 X 175117 0 17845 ANNETTE FRANTA CFO 50.00 X 172650 0 21675 ANNELIESE HECKERT CO-CHIEF MEDICAL OFFICER 50.00 X 213599 0 25119 STEPHEN GLASS DDS DENTAL DIRECTOR (THRU 3/23) 40.00 X 158090 0 30008 ZACKARY KENT MD PHYSICIAN 40.00 X 207292 0 42398 AUDREY FISHER DDS DENTIST 40.00 X 156792 0 18553 NOREEN WOODS PMHNP PSYCHIATRIC NURSE PRACTITIONER 40.00 X 142752 0 592 MARIA ROQUES ESCOLAR PEDIATRICIAN 30.00 X 165900 0 4934 BENJAMIN SHERIDAN DENTIST 40.00 X 150968 0 11289 1991254 0 233785 25 0 1 0 PROVELOCITY 2793 SKYLINE COURT - SUITE B GRAND JUNCTION CO 81506 OUTSOURCED IT SERVICES 291379 VERTIX BUILDERS PO BOX 118 FIRESTONE CO 80520 CONSTRUCTION SERVICES 252548 LABORATORY CORPORATION OF AMERICA PO BOX 12140 BURLINGTON NC 27216 LABORATORY SERVICES 228447 DESTINY OTTMAN 11 E CARSON CIRCLE PARACHUTE CO 81635 CLEANING SERVICES 137877 STRATUS VIDEO 2999 OLYMPUS BLVD DALLAS TX 75019 INTERPRETATION SERVICES 120317 7 8406360 1961212 484573 10367572 PATIENT FEES 621400 10247171 10221515 25656 CONTRACT REVENUE 621400 1694590 1694590 PHARMACY REVENUE 456110 870397 870397 12812158 22854 22854 MISCELLANEOUS INCOME 900099 282 282 282 23202866 12786502 25656 23136 X 1779 1779 3725 3725 1307961 87923 1220038 11574871 10324976 1249895 171486 171486 1246999 1032203 214796 984394 791224 193170 15754 15754 78881 78881 113250 113250 2686083 2095474 590609 88193 11108 77085 220627 101049 119578 757805 672989 84816 62867 24613 38254 118645 46450 72195 579341 545981 33360 89899 56524 33375 MEDICAL SUPPLIES 1655628 1637323 18305 BAD DEBT EXPENSE 552311 552311 REPAIRS & MAINTENANCE 448825 335314 113511 MISCELLANEOUS EXPENSES 126289 36188 90101 102053 16970 85083 22987666 18545610 4328806 113250 2050 2196 2789689 2738549 1341638 889134 2057820 2388508 343332 345358 10257178 4226354 5273010 6030824 999299 1015794 0 5735396 12806838 19145759 1334610 1817359 558073 77500 3847763 1892683 5742622 X 10618714 10732958 295441 2670179 10914155 13403137 12806838 19145759 215200 -1535 2275317 0 X X 0 1 X 1 1 1 X 8411183 9665941 11503099 11056849 10367572 51004644 8411183 9665941 11503099 11056849 10367572 51004644 1380460 49624184 1558 1326 1478 1103 22852 28317 477 10456 5518 16451 17439 8665 5786 138 282 32310 51081722 55123751 0.97150 0.96260 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2018 AMOUNT: $ 17,439. 2019 AMOUNT: $ 8,665. 2020 AMOUNT: $ 5,786. 2021 AMOUNT: $ 138. 2022 AMOUNT: $ 282. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 0 0 0 0 1 4155 4155 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. 1 0 0 0 0 0 2309160 709210 1599950 4255465 798707 3456758 3356369 2718437 637932 336184 336184 6030824 RIGHT-OF-USE ASSET, NET 3685891 DONATED USE OF BUILDINGS 2049505 5735396 X 25999179 -1535 3350159 3348624 22650555 552311 552311 23202866 23510197 1074842 1074842 22435355 552311 552311 22987666 PART IV, LINE 1B: MOUNTAIN FAMILY HEALTH CENTERS ACTS AS FISCAL AGENT FOR THE WEST MOUNTAIN REGIONAL HEALTH ALLIANCE. 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 552,311. PART XII, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT EXPENSE 552,311. X X X X X X 1 CAROLYN HARDIN PO BOX 1396 CARBONDALE CO 81623 GRANT WRITING 0 8465180 113250 8351930 8465180 113250 8351930 CO X X X X 0 1 0 0 0 0 0 0 0 ROSS BROOKS CEO 218601 0 104 0 4808 0 12035 0 19801 0 255349 0 0 0 MATTHEW PERCY MD CO-CHIEF MEDICAL OFFICER 213797 0 10784 0 0 0 7145 0 22391 0 254117 0 0 0 ZACKARY KENT MD PHYSICIAN 206357 0 935 0 0 0 11871 0 30527 0 249690 0 0 0 ANNELIESE HECKERT CO-CHIEF MEDICAL OFFICER 212494 0 520 0 585 0 11560 0 13559 0 238718 0 0 0 ANNETTE FRANTA CFO 172561 0 89 0 0 0 10257 0 11418 0 194325 0 0 0 ARTURO FERNANDEZ COO 170063 0 5054 0 0 0 5363 0 12482 0 192962 0 0 0 STEPHEN GLASS DDS DENTAL DIRECTOR (THRU 3/23) 157578 0 512 0 0 0 9972 0 20036 0 188098 0 0 0 AUDREY FISHER DDS DENTIST 150937 0 5855 0 0 0 4851 0 13702 0 175345 0 0 0 MARIA ROQUES ESCOLAR PEDIATRICIAN 159981 0 5919 0 0 0 4785 0 149 0 170834 0 0 0 BENJAMIN SHERIDAN DENTIST 145348 0 5620 0 0 0 1074 0 10215 0 162257 0 0 0 PART I, LINE 4B THE ORGANIZATION HAS A 457(F) PLAN THAT IS AVAILABLE TO THE EXECUTIVE TEAM MEMBERS. TO DATE, THE ORGANIZATION HAS NOT CONTRIBUTED TO THE PLAN, BUT EACH ELIGIBLE INDIVIDUAL MAY CHOOSE TO CONTRIBUTE. X 1 2342 DAILY TRADING PRICE X 19823 482231 DONOR DETERMINED 0 0 1 0 PART I, COLUMN (B): THE NUMBER OF ITEMS CONTRIBUTED WAS USED IN PART I. 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 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 LEAVES THE MEETING FOR FURTHER DISCUSSION AND ANY VOTES. 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. THIS PROCESS LAST OCCURRED IN 2023. 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 FEES: PROGRAM SERVICE EXPENSES 2,095,474. MANAGEMENT AND GENERAL EXPENSES 590,609. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,686,083. 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 2700 GILSTRAP COURT SUITE 100 GLENWOOD SPRINGS CO 81601 840742145 TO HOLD MEDICAL SERVICE CONTRACTS WITH EMPLOYERS CO 28151 64237 MOUNTAIN FAMILY HEALTH CENTERS