2025-04-01T13:06:16-05:00 2024-05-31 410746749 CLIFTONLARSONALLEN LLP 8390 EAST CRESCENT PARKWAY SUITE 300 GREENWOOD VILLAGE CO 80111 990 2023-06-01 850289839 TAOS HEALTH SYSTEMS INC TAOS 5757588883 1397 WEIMER RD TAOS NM 87571 CONNIE PREWITT CFO 5757588883 2025-03-20 1 1 BECKY DETTMANN CPA P01408585 3037795710 2025-03-04 2023 2025-03-06 01:10:19Z HOLY CROSS MEDICAL CENTER JAMES KISER 1397 WEIMER RD TAOS NM 87571 94743110 0 X HOLYCROSSMEDICALCENTER.ORG X 1980 NM TO PROVIDE OUR COMMUNITY WITH THE BEST HEALTH CARE CHOICES CLOSE TO HOME. 12 11 539 28 0 0 6524647 8432842 77132934 85849405 45794 30274 4385481 315438 88088856 94627959 80185 655582 0 0 38160459 41954571 0 0 0 49275684 51023117 87516328 93633270 572528 994689 39858214 42459081 11754849 13358171 28103365 29100910 TO PROVIDE OUR COMMUNITY WITH THE BEST HEALTH CARE CHOICES CLOSE TO HOME IN AN ENVIRONMENT OF CONTINUAL IMPROVEMENT. 0 0 71190775 655582 86203277 ACUTE CARE HOSPITAL OPERATIONS INCLUDING 1,331 INPATIENT ADMISSIONS 37,516 OUTPATIENT VISITS AND 16,942 EMERGENCY DEPARTMENT VISITS. ADDITIONALLY, CLINIC VISITS TOTALING 22,417 FROM THE FOLLOWING: TAOS SURGICAL SPECIALISTS - 5,915TAOS WOMENS HEALTH INSTITUTE - 5,583TAOS PRIMARY CARE - 2,061TAOS PEDIATRICS - 8,858 71190775 1 1 0 1 0 0 0 1 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 1 0 1 1 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 98 0 1 539 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 11 0 0 1 0 0 1 0 1 0 0 0 1 1 1 1 1 1 1 1 0 NM X X LENORA CISNEROS 5757515766 1397 WEIMER RD TAOS NM 87571 DR STEPHEN P LUCERO PHYSICIAN 40.00 1.00 X 495775 0 33654 DR STEVEN SLIKKERS PHYSICIAN 40.00 1.00 X 435228 0 39034 DR JOHN WELLS PHYSICIAN 40.00 0.00 X 413363 0 38816 DR HEATHER MARSHALL PHYSICIAN 40.00 0.00 X 355011 0 38238 DR MICHAEL DARNELL PHYSICIAN 40.00 0.70 X 349017 0 37107 JAMES KISER CEO 50.00 0.00 X 340724 0 28090 JONATHAN MORAN MD - BOARD MEMBER & COS (AS OF 1/1/24) 40.00 0.00 X X 360277 0 5000 CONNIE PREWITT CFO 50.00 0.00 X 243303 0 37015 CIPRY JARAMILLO MD - BOARD MEMBER & COS (THROUGH 1/1/24) 40.00 0.00 X X 249448 0 39446 PAUL SANDS CHAIR 1.00 0.00 X X 0 0 0 LUCILLE GALLEGOS-JARAMILLO VICE-CHAIR 1.00 0.00 X X 0 0 0 DONALD MOONEY TREASURER 1.00 0.00 X X 0 0 0 CRISTINA MARTINEZ SECRETARY 1.00 0.00 X X 0 0 0 MENICE SANTISTEVAN SECRETARY (THROUGH 6/1/23) 1.00 0.00 X X 0 0 0 TRINIDAD DE JESUS ARGUELLO BOARD MEMBER 1.00 0.00 X 0 0 0 ABE BALSAMO BOARD MEMBER 1.00 0.00 X 0 0 0 ROBYN CHAVEZ BOARD MEMBER 1.00 0.00 X 0 0 0 CARL GILMORE BOARD MEMBER 1.00 0.00 X 0 0 0 PETER SELZER MD BOARD MEMBER 1.00 0.00 X 0 0 0 LYNN SKALL BOARD MEMBER 1.00 0.00 X 0 0 0 JAY CHRIS STAGG BOARD MEMBER 1.00 0.00 X 0 0 0 3242146 0 296400 78 0 1 0 QUALIVIS LLC 1000 CENTER POINT RD COLUMBIA SC 29210 CONTRACT LABOR 6668717 NETHERLANDS ANESTHESIA LLC PO BOX 69342 BALTIMORE MD 212649342 ANESTHESIA SERVICES 1244565 CPSI PO BOX 11407 BIRMINGHAM AL 352466448 PATIENT FINANCIAL SERVICES 1154055 CONCORD RADIOLOGY PLLC 1602 AVENUE Q LUBBOCK TX 79401 RADIOLOGY SERVICES 1005046 WEATHERBY LOCUMS INC PO BOX 972633 DALLAS TX 75397 CONTRACT LABOR 494551 10 103074 6453029 1876739 1007085 8432842 NET PATIENT SERVICE REVENUE 624100 80787279 80787279 INDIGENT FUND REVENUE 624100 5062126 5062126 85849405 60188 60188 676 0 30590 676 -30590 -29914 -29914 46127 103074 84561 -38434 -38434 FOOD SERVICE INCOME 722000 191783 191783 OTHER MISC REVENUE 900099 162089 162089 353872 94627959 86203277 0 -8160 X 4500 4500 651082 651082 1016026 771876 244150 33674466 25581295 8093171 577003 438329 138674 4009106 3045577 963529 2677970 2034361 643609 1212050 1212050 107605 107605 18039868 14609708 3430160 121309 10455 110854 1764064 1603641 160423 197994 179989 18005 1905999 879930 1026069 106183 15586 90597 45846 45846 1863163 1322846 540317 2657905 2095943 561962 MEDICAL SUPPLIES 10911404 9919141 992263 BAD DEBT EXPENSE 6153948 6153948 MAINTENANCE & REPAIRS 1643248 1071306 571942 HOSPITAL TAX 1491051 128502 1362549 2801480 672760 2128720 93633270 71190775 22442495 0 5127888 3545021 6739709 11592199 325139 296554 8611385 8417882 15238 13580 1629357 997481 1305798 1394308 41219027 28470968 14185934 12748059 88989 94955 153369 132168 1675408 3226874 39858214 42459081 10040356 10446851 41536 41536 374 1672583 2869784 11754849 13358171 X 27669227 27234881 434138 1866029 28103365 29100910 39858214 42459081 994689 2856 0 X X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 0 0 0 0 1 6995 6995 1 PART II-B, LINE 1: A PORTION OF MEMBERSHIP DUES PAID BY TAOS HEALTH SYSTEMS, INC. DURING THE YEAR ARE ATTRIBUTABLE TO LOBBYING ACTIVITY. THE AMOUNT LISTED ON LINE 1G REPRESENTS THIS PORTION AS NO OTHER LOBBYING ACTIVITIES OCCURRED. 0 0 X 0 29866 41 1538 542 30903 27928 1131 1196 389 29866 26626 1819 517 27928 24607 2484 465 26626 23838 999 229 24607 0.00000 0.00000 1.00000 1 0 1593483 1593483 13963296 8734409 5228887 3387772 2462173 925599 21509957 16738364 4771593 764519 536022 228497 12748059 DUE FROM AFFILIATES 366226 RIGHT-OF-USE ASSETS, NET - OPERATING 2860648 3226874 OPERATING LEASE OBLIGATIONS 2869784 2869784 X 87914846 2856 4000 84561 91417 87823429 6804530 6804530 94627959 86917301 4000 84561 88561 86828740 6804530 6804530 93633270 PART III, LINE 1A: FINANCIAL STATEMENT FOOTNOTE OR ART COLLECTIONS: THE FINANCIAL STATEMENTS DO NOT INCLUDE A FOOTNOTE DESCRIBING THE WORKS OF ART THAT TAOS HEALTH SYSTEMS, INC. HOLDS FOR PUBLIC EXHIBITION AS THE ANNUAL CONTRIBUTIONS RECEIVED AND THE TOTAL COLLECTION ARE NOT MATERIAL TO THE FINANCIAL STATEMENT OF THE HOSPITAL AS A WHOLE. PART III, LINE 4: DESCRIPTION OF ART COLLECTIONS: THE CITY OF TAOS IS A WELL-KNOWN AND RESPECTED ART COMMUNITY. MANY ARTISTS HAVE CONTRIBUTED WORKS TO TAOS HEALTH SYSTEMS, INC. TO HELP BEAUTIFY AND ENHANCE THE HEALING ENVIRONMENT WITHIN THE WALLS OF THE HOSPITAL BUILDING. THERE IS A WIDE VARIETY OF ART, WITH SOMETHING FOR JUST ABOUT EVERYONE'S TASTE. THE DISPLAYS ARE IN EVERY HALLWAY AND PROVIDE ENJOYMENT FOR NOT ONLY PATIENTS, BUT THEIR FRIENDS AND FAMILY THAT MAY BE VISITING. PART V, LINE 4: THE INTENDED USE OF THE ORGANIZATION'S ENDOWMENT FUNDS ARE TO SUPPORT THE VARIOUS OPERATIONS OF TAOS HEALTH SYSTEMS, INC. PART X, LINE 2: THE IRS HAS DETERMINED THAT THE ORGANIZATION IS A TAX-EXEMPT, NONPROFIT CORPORATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC). THE ORGANIZATION FOLLOWS THE GUIDANCE IN THE ACCOUNTING STANDARDS REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. THE GUIDANCE CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS. THE GUIDANCE FURTHER PRESCRIBES RECOGNITION AND MEASUREMENT OF TAX PROVISIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. THE APPLICATION OF THIS STANDARD HAS NO IMPACT ON THE ORGANIZATION'S CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATION'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE, AND LOCAL AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 84,561. PART XI, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT RECLASSIFICATION 6,153,948. CHARITABLE CARE 650,582. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 84,561. PART XII, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT RECLASSIFICATION 6,153,948. CHARITABLE CARE 650,582. PAINT TAOS PINK 101887 63618 38269 63618 8875 FOR THE HEALTH 47314 39456 7858 4646 7422 149201 103074 46127 68264 16297 84561 -38434 1 1 X 1 X 1 X 1 0 0 336867 336867 0.00390 19386442 16375659 3010783 0.03440 19723309 16375659 3347650 0.03830 1318459 1273699 44760 0.00050 11757003 7101076 4655927 0.05320 3500 3500 0.00000 13078962 8374775 4704187 0.05370 32802271 24750434 8051837 0.09200 0 6153948 3692369 12502101 18856069 -6353968 X 1 1 1 1 TAOS HEALTH SYSTEMS INC 1397 WEIMER ROAD TAOS NM 87571 HTTP://HOLYCROSSMEDICALCENTER.ORG 6432 X X X TAOS HEALTH SYSTEMS INC 1 0 0 1 X X X X X X X X X 22 1 0 0 1 X SEE LINE 7D X X 1 22 1 SEE LINE 7D 0 1 X 100.000000000000 300.000000000000 X 1 1 X X X 1 X SEE LINE 16J X SEE LINE 16J X SEE LINE 16J X X X X X X 1 X 0 X X X X 1 X 0 0 TAOS HEALTH SYSTEMS, INC. PART V, SECTION B, LINE 5: A CHNA SURVEY WAS DEPLOYED TO THE HOSPITAL'S LOCAL EXPERT ADVISORS AND OFFERED TO THE COMMUNITY, THROUGH THE HOSPITAL'S SOCIAL MEDIA AND WEBSITE, TO GAIN INPUT ON LOCAL HEALTH NEEDS AND THE NEEDS OF PRIORITY POPULATIONS. LOCAL EXPERT ADVISORS WERE LOCAL INDIVIDUALS SELECTED ACCORDING TO CRITERIA REQUIRED BY THE FEDERAL GUIDELINES AND REGULATIONS AND THE HOSPITAL'S DESIRE TO REPRESENT THE REGION'S GEOGRAPHICALLY AND ETHNICALLY DIVERSE POPULATION. COMMUNITY INPUT FROM 24 IDENTIFIED LOCAL EXPERT ADVISORS AND 491 COMMUNITY MEMBERS WERE RECEIVED. SURVEY RESPONSES WERE COLLECTED IN FEBRUARY 2022.THE HOSPITAL HAS COMPLETED SURVEYING THE COMMUNITY FOR THE 2025 CHNA. THE REPORT WILL BE COMPLETED BEFORE THE END OF FISCAL YEAR 2025. TAOS HEALTH SYSTEMS, INC. PART V, SECTION B, LINE 7D: THE COMMUNITY HEALTH NEEDS ASSESSMENT AND IMPLEMENTATION STRATEGY ARE AVAILABLE ONLINE AT HTTP://HOLYCROSSMEDICALCENTER.ORG/GENERAL/COMMUNITY-HEALTH-NEEDS-ASSESSMENT-2022/IN ADDITION TO PUBLISHING THE CHNA ON OUR WEBSITE AND PROVIDING HARD COPIES FOR THE PUBLIC'S REVIEW IN OUR ADMINISTRATIVE OFFICES, WE DELIVERED PRINTED COPIES OF THE CHNA TO TWO LOCAL LIBRARIES, WHERE THEY ARE MADE AVAILABLE TO THE PUBLIC VIA THE REFERENCE DEPARTMENT. ALSO, WE DISSEMINATED THE INFORMATION IN LARGE POSTER BOARD FORMAT VIA THE TAOS CARES HEALTH COUNCIL AND IN ONE COMMUNITY LISTENING SESSION IN AN OUTLYING RURAL AREA. TAOS HEALTH SYSTEMS, INC. PART V, SECTION B, LINE 11: MENTAL HEALTH - SIGNIFICANT HEALTH NEED 2019 AND 2022-MENTAL HEALTH WAS THE #1 COMMUNITY IDENTIFIED HEALTH PRIORITY RATED AS EXTREMELY IMPORTANT TO BE ADDRESSED IN THE COMMUNITY. MENTAL HEALTH WAS RANKED AS THE #2 HEALTH PRIORITY IN THE 2019 CHNA REPORT. SUICIDE IS THE 7TH LEADING CAUSE OF DEATH IN TAOS COUNTY AND RANKS 8TH OUT OF 32 COUNTIES (WITH 1 BEING THE WORST IN THE STATE) IN NEW MEXICO FOR SUICIDE DEATH RATE. ADDITIONALLY, LACK OF ACCESS TO MENTAL HEALTHCARE PERPETUATES DISPARITIES IN PRIORITY POPULATIONS LIKE RACIAL AND ETHNIC MINORITY GROUPS, RESIDENTS OF RURAL AREAS, AND LGBTQ+ COMMUNITIES BECAUSE OF A LACK OF PROVIDERS AND AN INCLUSIVE BEHAVIORAL HEALTH WORKFORCE. -COUNTY STATISTICS:SUICIDE IS THE 7TH LEADING CAUSE OF DEATH IN TAOS COUNTYMENTAL HEALTH PROVIDER RATIO: 121:1 (NM: 248:1)ADULT DEPRESSION: 4% (NM: 10%) DRUG OVERDOSE DEATHS*: 29.2 (NM: 24.6) DRUG OVERDOSE-RELATED ED VISITS*: 136.9 (NM: 50.6) *PER 100,000 -HOSPITAL SERVICES, PROGRAMS, AND RESOURCES AVAILABLE TO RESPOND TO THIS NEED INCLUDE: HCMC TREATS ALCOHOL AND SUBSTANCE ABUSE IN THE EMERGENCY DEPARTMENT (ED), PROVIDING STABILIZATION AND TRANSFER SERVICES TO PATIENTS IN NEED. HCMC ALSO EMPLOYS A CLINICIAN IN THE ED WITH LICENSURE TO ADMINISTER SUBOXONE, A MEDICATION DESIGNED TO REDUCE THE SYMPTOMS OF OPIATE ADDICTION AND WITHDRAWAL. HCMC IS THE FISCAL AGENT FOR TAOS ALIVE. THIS COALITION BRINGS TOGETHER HEALTH AGENCIES, PUBLIC SAFETY ENTITIES, EDUCATIONAL ADMINISTRATORS, AND COMMUNITY ADVOCATES TO WORK TOGETHER TO DECREASE SUBSTANCE ABUSE IN FAMILIES AND YOUTH. THE PROGRAM OPERATES A VARIETY OF SUBSTANCE ABUSE REDUCTION STRATEGIES INCLUDING PUBLIC MEDIA CAMPAIGNS REGARDING SUBSTANCE ABUSE ISSUES IN TAOS COUNTY, ENVIRONMENTAL CLEAN-UP ACTIVITIES, PRESCRIPTION DRUG TAKE BACK AND DISPOSAL PUBLIC EVENTS, YOUTH ENGAGEMENT PROGRAMS, EDUCATION OF ELECTED AND PUBLIC OFFICIALS ABOUT SUBSTANCE ABUSE PREVALENCE AND PREVENTION MEASURES IN TAOS COUNTY, AND NALOXONE DISSEMINATION ACTIVITIES IN COORDINATION WITH HOLY CROSS HOSPITAL. THE TAOS ALIVE COALITION ALSO PARTICIPATES IN NATIONAL CONFERENCES AND EDUCATIONAL WORKSHOPS AND WORKS LOCALLY TO STRENGTHEN AND BUILD OTHER DRUG-FREE COMMUNITIES IN NEIGHBORING RURAL/FRONTIER COMMUNITIES. TAOS ALIVE PROVIDES TRAINING ON NARCAN USAGE IN THE COMMUNITY. HCMC PARTNERS WITH AREA SCHOOLS AND LAW ENFORCEMENT TO REDUCE DRUG USE AND ITS CONSEQUENCES THROUGH A NEW MEXICO HIGH-INTENSITY DRUG TRAFFICKING AREA (HIDTA) GRANT. HCMC PARTNERS WITH THE VIDA DEL NORTE COALITION IN QUESTA, NM TO PROVIDE MENTORSHIP IN TAOS PUEBLO SCHOOLS. PRESCRIPTION DRUG COLLECTION BOX INSTALLED IN THE MAIN HOSPITAL LOBBY. HCMC PARTICIPATES IN A 2-COUNTY COLLABORATION BETWEEN TAOS AND RIO ARRIBA THROUGH THE RURAL HEALTH NETWORK TO ADDRESS THE OPIOID EPIDEMIC. SUD PEER IN THE ED (PARTNERED WITH UNM TEAM OF ADDICTION SPECIALISTS).HCMC IS ACTIVELY INVOLVED WITH THE NM HOSPITAL ASSOCIATION IN EFFORTS TO TREAT OPIOID ADDICTION AND REDUCE OPIOID USAGE ACROSS THE STATE. HOLY CROSS MEDICAL CENTER 2022 CHNA HCMC ACTIVELY PARTICIPATES IN THE TAOS HEALTH COUNCIL. COMMUNITY LEADER IS ON THE BOARD OF DIRECTORS WITH EXPERIENCE IN OPIOID ADDICTION AND RECOVERY. THE TAOS HEALTH COUNCIL WORKS COLLABORATIVELY WITH THE NM CRISIS AND ACCESS LINE TO PROMOTE AWARENESS OF SUICIDE DESIRE AND PREVENTION. THE TAOS HEALTH COUNCIL RAISES AWARENESS ABOUT ADOLESCENT SUICIDE DESIRE AND PREVENTION IN THE LOCAL COMMUNITY. HCMC SPONSORS TAOS FIRST STEPS. TAOS FIRST STEPS HOME VISITORS HAVE INFANT MENTAL HEALTH ENDORSEMENTS. LICENSED MENTAL HEALTH WORKER IN THE EMERGENCY DEPARTMENT (ED). HCMC OFFERS A MAT PROGRAM THROUGH THE ED. -IMPACT OF ACTIONS TAKEN SINCE THE IMMEDIATELY PRECEDING CHNA: HCMC RECEIVED A GRANT TO FUND PROGRAMS IN SCHOOLS THAT PROVIDE 1:1 MENTORSHIP FOR AT-RISK STUDENTS/LIFE SKILLS TRAINING. HCMC PARTICIPATES IN THE 100% NEW MEXICO INITIATIVE.PROVIDING MENTAL HEALTH SUPPORT IN CHILDREN AND YOUTH CLINIC WITH EXPANDED HOURS. -ADDITIONALLY, THE HOSPITAL PLANS TO TAKE THE FOLLOWING STEPS TO ADDRESS THIS NEED: WORK ON TELEHEALTH OPTIONS FOR MENTAL HEALTH. EXPLORE THE CREATION OF AN INPATIENT MENTAL HEALTH PSYCHIATRIC UNIT.MEDICAL STAFF HAS RECOMMENDED PURSUING RECRUITMENT OF A PSYCHIATRIST. EXPLORE EXPANDING TELE-PSYCH IN THE INPATIENT SETTING. POTENTIAL PARTNERSHIP WITH UNM TO SUPPORT BABIES BORN WITH SUBSTANCE USE DISORDERS.-IDENTIFIED MEASURES AND METRICS TO TRACK PROGRESS: NUMBER OF EMERGENCY DEPARTMENT PSYCHIATRIC VISITS NUMBER OF PSYCHIATRIC TRANSFERS NUMBER OF SUBSTANCE USE DISORDER CLIENTS SEEN THROUGH CASE MANAGEMENT NUMBER OF MOTHERS SCREENED FOR POSTPARTUM DEPRESSION 107 (2021) NUMBER OF MOTHERS WITH A POSITIVE DRUG SCREEN AMOUNT OF NARCAN DISTRIBUTED HEALTHCARE SERVICES: AFFORDABILITY - SIGNIFICANT NEED IN 2019 AND 2022-AFFORDABILITY OF HEALTHCARE SERVICES WAS THE #2 IDENTIFIED HEALTH NEED IN THE COMMUNITY WITH 183 RESPONDENTS (N=249) RATING IT AS EXTREMELY IMPORTANT TO BE ADDRESSED. AFFORDABILITY RANKED #3 IN THE 2019 CHNA REPORT. -TAOS COUNTY IS WORSE THAN THE BENCHMARK WHEN IT COMES TO THE UNEMPLOYMENT RATE, CHILDREN IN POVERTY, AND MEDIAN HOUSEHOLD INCOME. ADDITIONALLY, LOW-INCOME POPULATIONS WERE IDENTIFIED AS THE MOST PREVALENT PRIORITY POPULATION IN THE COMMUNITY MAKING AFFORDABILITY OF HEALTHCARE SERVICES A PRESSING NEED IN THE COMMUNITY.-COUNTY STATISTICS: UNINSURED RATE: 10% (NM: 10%) CHILDREN IN POVERTY: 25% (NM: 24%) MEDIAN HOUSEHOLD INCOME: $41,459 (NM: $51,889) UNEMPLOYMENT RATE: 11.6% (NM: 8.1%) PRIMARY CARE PHYSICIAN RATIO: 1,090:1 (NM: 1,340:1) DENTIST RATIO: 1,920:1 (NM: 1,440:1) -HOSPITAL SERVICES, PROGRAMS, AND RESOURCES AVAILABLE TO RESPOND TO THIS NEED INCLUDE: HCMC BENEFIT NAVIGATION PROGRAM PROVIDES FREE ENROLLMENT APPLICATION ASSISTANCE, COUNSELING, AND ELIGIBILITY INFORMATION TO THE PUBLIC FOR THE FOLLOWING HEALTH COVERAGE PROGRAMS: MEDICAID AND MARKETPLACE. IT IS A PROGRAM OF HOLY CROSS HOSPITAL WITH BILINGUAL STAFF AND TWO MAIN OFFICES IN TAOS. THE TWO OFFICES ALSO ASSIST WITH PRESUMPTIVE ELIGIBILITY PROVISIONS FOR THE LOW-INCOME HOME ENERGY ASSISTANCE PROGRAM (LIHEAP), SUPPLEMENTAL NUTRITION ASSISTANCE PROGRAM (SNAP) PROGRAM, AND THE TEMPORARY ASSISTANCE TO NEEDY FAMILIES (TANF) PROGRAM. THE BENEFIT NAVIGATION PROGRAM ALSO PROVIDES HEALTHCARE NAVIGATION SERVICES TO THE MEDICARE ELIGIBLE AND MEDICARE BENEFICIARY POPULATIONS. THIS IS A GRANT-FUNDED EFFORT WITH NEIGHBORING COUNTY RIO ARRIBA TO WORK SPECIFICALLY WITH THE MEDICARE POPULATION AND INCREASE ACCESS TO AND ENROLLMENT IN PUBLIC HEALTH ENTITLEMENT PROGRAMS. THE PROGRAM ONLY INTERFACES WITH MEDICARE BENEFICIARIES WHEN THEY ARE DETERMINED TO BE DUALLY ELIGIBLE FOR BOTH MEDICARE AND MEDICAID COVERAGE AND TO NAVIGATE CURRENT MEDICARE ENROLLMENT OPTIONS; THEY CURRENTLY DO NOT ASSIST IN MEDICARE APPLICATIONS THAT ARE ADMINISTERED BY THE SOCIAL SECURITY ADMINISTRATION. THE DUAL ELIGIBLE POPULATION IS THE LOW-INCOME SUBSIDY (LIS) ELIGIBLE AND THE MEDICARE SUBSIDY PROGRAM (MSP) ELIGIBLE. HCMC OFFERS RESOURCES FOR CHRONIC CARE MANAGEMENT IN ITS PRIMARY CARE CLINICS. HCMC IS THE FISCAL AGENT FOR TAOS FIRST STEPS, WHICH SUPPORTS NEW FAMILIES AND PROMOTES EARLY CHILDHOOD DEVELOPMENT AND THE PARENT-CHILD RELATIONSHIP. THIS PROGRAM PROVIDES ACCESS TO BEHAVIORAL HEALTH RESOURCES THROUGH HOME VISITS, GROUP EVENTS, CLASSES, AND REFERRALS TO HEALTHCARE AGENCIES AS APPROPRIATE. THE FIRST STEPS DATA COORDINATOR IS A MEDICAID DETERMINER AND CAN ASSIST PRENATAL FAMILIES AND FAMILIES WITH CHILDREN UP TO 3 YEARS OLD WITH MEDICAID ENROLLMENT. HOME VISIT PROGRAM THROUGH TAOS FIRST STEPS. HCMC COLLABORATES WITH LOCAL FAITH-BASED ORGANIZATIONS TO FORGIVE PATIENT MEDICAL BILLS. TELE-STROKE PROGRAM IN PARTNERSHIP WITH THE UNIVERSITY OF NEW MEXICO HEALTH SYSTEM.CANCER PROGRAM OFFERS GAS CARDS AND LODGING FOR PATIENTS WHO HAVE APPOINTMENTS IN SANTA FE/ALBUQUERQUE. HOLY CROSS MEDICAL CENTER 2022 CHNA-IMPACT OF ACTIONS TAKEN SINCE THE IMMEDIATELY PRECEDING CHNA: ALL PARENT CLASSES ARE AVAILABLE IN SPANISH. BENEFIT NAVIGATION PROGRAM IS AVAILABLE IN SPANISH. FAMILY NAVIGATORS LOCATED IN TAOS CLINIC FOR CHILDREN AND YOUTH AND WOMEN'S HEALTH INSTITUTE THROUGH ROAMS PROGRAM. ROAMS PROGRAM PROVIDES TECHNOLOGY AT HOME TO ACCESS PROVIDERS. PRESENCE IN QUESTA FOR MATERNITY AND LACTATION PROGRAMS THROUGH ROAMS. BLUE BUS ALLOWS PATIENTS TO SCHEDULE RIDES FOR DOCTOR'S APPOINTMENTS. COVID-19 CARE VACCINE ADMINISTRATION TESTING ADMINISTRATION OF ANTIBODIES EXPANDED INFUSION CLINIC HOURS HOME VISITS TO VACCINATE THE ELDERLY PURCHASED LOCAL PEDIATRIC CLINIC TO ENSURE ACCESS TO PEDIATRIC SERVICES LOCALLY. TAOS HEALTH SYSTEMS, INC. PART V, SECTION B, LINE 16J: THE FINANCIAL ASSISTANCE POLICY, APPLICATION AND PLAIN LANGUAGE SUMMARY ARE AVAILABLE ONLINE AT HTTPS://HOLYCROSSMEDICALCENTER.ORG/PATIENT-VISITOR-INFORMATION/PATIENT-INFORMATION/PAYMENT-FINANCIAL-ASSISTANCE/. 4 1 - HOLY CROSS SURGICAL SPECIALISTS 1399 WEIMER ROAD SUITE 600 TAOS NM 87571 SURGERY CLINIC 2 - HOLY CROSS WOMEN'S HEALTH INSTITUTE 1329 GUSDORF ROAD TAOS NM 87571 OBSTETRICS/GYNECOLOGY/PRIMARY CARE 3 - TAOS CARDIOLOGY 330 PASEO DEL PUEBLO SUR SUITE H TAOS NM 87571 CARDIOLOGY CLINIC 4 - TAOS CLINIC FOR CHILDREN & YOUTH 1393 WEIMER ROAD TAOS NM 87571 PEDIATRIC CLINIC PART I, LINE 3C: ELIGIBILITY FOR FINANCIAL ASSISTANCE IS BASED ON SEVERAL FACTORS, INCLUDING ELIGIBILITY FOR GOVERNMENT-SPONSORED PROGRAMS, ELIGILIBITY FOR THIRD-PARTY COVERAGE, COMPLETION OF A FINANCIAL ASSISTANCE APPLICATION, FAMILY INCOME RELATIVE TO FEDERAL POVERTY GUIDELINES. PART I, LINE 7: THE ORGANIZATION USES A COST-TO-CHARGE RATIO TO CALCULATE THE AMOUNTS IN LINE 7A. THE COST-TO-CHARGE RATIO WAS DERIVED FROM WORKSHEET 2 IN THE SCHEDULE H INSTRUCTIONS. THE AMOUNTS IN LINES 7E, 7F AND 7I ARE BASED ON COSTS AND REVENUES AS REPORTED IN THE FINANCIAL STATEMENTS. THE AMOUNTS IN LINE 7G ARE BASED ON THE COST-TO-CHARGE RATIO DERIVED FROM THE MEDICARE COST REPORT. PART I, LINE 7G: SUBSIDIZED HEALTH SERVICES REPORTED IN LINE 7G INCLUDE DIABETIC EDUCATION SERVICES. PART I, LINE 7, COLUMN (F): THE BAD DEBT EXPENSE INCLUDED ON FORM 990, PART IX, LINE 25, COLUMN (A), BUT SUBTRACTED FOR PURPOSES OF CALCULATING THE PERCENTAGE IN THIS COLUMN IS $ 6,153,948. PART III, LINE 2: FOR RECEIVABLES ASSOCIATED WITH SELF-PAY PATIENTS (WHICH INCLUDES BOTH PATIENTS WITHOUT INSURANCE AND PATIENTS WITH DEDUCTIBLE AND COPAYMENT BALANCES DUE FOR WHICH THIRD PARTY COVERAGE EXISTS FOR PART OF THE BILL), THE ORGANIZATION RECORDS A SIGNIFICANT PROVISION FOR UNCOLLECTIBLE ACCOUNTS IN THE PERIOD OF SERVICE ON THE BASIS OF ITS PAST EXPERIENCE, WHICH INDICATES THAT MANY PATIENTS ARE UNABLE OR UNWILLING TO PAY THE PORTION OF THEIR BILL FOR WHICH THEY ARE FINANCIALLY RESPONSIBLE. THE DIFFERENCE BETWEEN THE STANDARD RATES (OR THE DISCOUNTED RATES IF NEGOTIATED OR PROVIDED BY POLICY) AND THE AMOUNTS ACTUALLY COLLECTED AFTER ALL REASONABLE COLLECTION EFFORTS HAVE BEEN EXHAUSTED IS CHARGED OFF AGAINST THE ALLOWANCE FOR DOUBTFUL ACCOUNTS. PART III, LINE 3: THE AMOUNT OF BAD DEBT EXPENSE ESTIMATED TO BE ATTRIBUTABLE TO PATIENTS ELIGIBLE UNDER THE ORGANIZATION'S FINANCIAL ASSISTANCE POLICY WAS CALCULATED BASED ON EXPERIENCE AND COMMUNITY/INDUSTRY KNOWLEDGE APPLIED TO VARIOUS FINANCIAL CLASSES. THE LARGEST FINANCIAL CLASS WAS SELF-PAY, WHICH WAS ESTIMATED AT 60% THAT MAY HAVE BEEN ELIGIBLE IF PAPERWORK WOULD HAVE BEEN COMPLETED AND SUBMITTED. PART III, LINE 4: THE FOOTNOTE THAT DESCRIBES THE ORGANIZATION'S BAD DEBT EXPENSE IS LOCATED ON PAGE 11 OF THE ATTACHED AUDITED FINANCIAL STATEMENTS. PART III, LINE 8: ALL OF THE MEDICARE SHORTFALL SHOULD BE TREATED AS COMMUNITY BENEFIT BECAUSE HOSPITALS MUST TREAT PATIENTS REGARDLESS OF THEIR ABILITY TO PAY. BY TREATING MEDICARE ELIGIBLE PATIENTS, HOSPITALS ALLEVIATE THE FEDERAL GOVERNMENT'S BURDEN FOR DIRECTLY PROVIDING MEDICAL SERVICES. THE DATA USED TO EVALUATE THE MEDICARE SHORTFALL WAS OBTAINED FROM THE MAY 31, 2024 MEDICARE COST REPORT. PART III, LINE 9B: HOLY CROSS HOSPITAL WILL CONTINUALLY NOTIFY THE PATIENT WITH OPEN SELF-PAY ACCOUNTS OF THE FINANCIAL ASSISTANCE POLICY AVAILABILITY FOR A 120 DAY PERIOD. THIS IS KNOWN AS THE FINANCIAL ASSISTANCE POLICY NOTIFICATION PERIOD. HOLY CROSS HOSPITAL WILL PROVIDE THE PATIENT WRITTEN NOTIFICATION 30 DAYS PRIOR TO THE END OF THE FINANCIAL ASSISTANCE NOTIFICATION PERIOD. ADDITIONALLY, HOLY CROSS HOSPITAL WILL NOT ENGAGE IN ANY EXTRAORDINARY COLLECTION ACTIVITY UNTIL SUFFICIENT TIME AND NOTIFICATION PERIODS HAVE PASSED (AT LEAST 120 DAYS). PART VI, LINE 2: IN ADDITION TO OUR 2022 CHNA, TAOS HEALTH SYSTEMS (DBA: HOLY CROSS HOSPITAL) PARTICIPATES IN A STUDY GROUP IN PARTNERSHIP WITH TOWN AND COUNTY OFFICIALS. THESE SESSIONS ARE OPEN TO THE PUBLIC AND DESIGNED TO ADDRESS COMMUNITY CONCERNS IN AN OPEN FORUM. ALSO, TAOS HEALTH SYSTEMS ACTS AS FISCAL AGENT FOR THE TAOS CARES HEALTH COUNCIL, WHICH CONVENES COMMUNITY MEMBERS AND PARTNER AGENCIES MONTHLY IN ORDER TO:1) DISSEMINATE HEALTH INFORMATION, INCLUDING CHNA DATA, TO COMMUNITY;2) GATHER COMMUNITY INPUT;3) BRING HEALTH CARE ENTITIES TOGETHER;4) STRENGTHEN COMMUNITY SERVICES;5) ASSIST COMMUNITIES WITH HEALTH AND HEALTHCARE GOALS;6) EDUCATE COMMUNITY AND HEALTH CARE PROVIDERS.THE INFORMATION OBTAINED FROM THE MONTHLY STUDY GROUPS, OPEN PUBLIC SESSIONS AND TAOS CARESHEALTH COUNCIL IS USED IN CONJUNCTION WITH INTERNAL ASSESSMENTS TO UPDATE THE IMPLEMENTATION STRATEGY FROM THE 2022 COMMUNITY HEALTH NEEDS ASSESSMENT. PART VI, LINE 3: WHEN AN ACCOUNT IS FINAL BILLED AND IDENTIFIED AS SELF-PAY, A LETTER IS SENT TO THE PATIENT REQUESTING EITHER PAYMENT OR THE PATIENT CONTACT THE HOSPITAL TO DISCUSS FINANCIAL ASSISTANCE. PAYMENT PLANS MAY BE ARRANGED OR AN APPLICATION FOR CHARITY CARE MAY BE COMPLETED. FOR SELF-PAY ACCOUNTS LESS THAN $1,000, NO CALLS ARE MADE TO THE PATIENT AND COLLECTION EFFORTS ARE THE SAME FOR ALL ACCOUNTS UNLESS THE PATIENT IS MAKING PAYMENTS OR HAD INDICATED THAT THEY WILL APPLY FOR FINANCIAL ASSISTANCE. FOR SELF-PAY ACCOUNTS BETWEEN $1,000 AND $5,000, THE PATIENT WILL BE CONTACTED AT LEAST 3 TIMES BY TELEPHONE TO ENCOURAGE THEM TO DISCUSS THEIR BILL AND APPLY FOR ASSISTANCE. PATIENTS AGREEING TO APPLY FOR CHARITY CARE WILL BE GIVE APPLICATIONS AND ASSISTED IN COMPLETING THE FORMS IF NECESSARY.WHEN AN APPLICATION IS RECEIVED THE FOLLOWING STEPS WILL BE TAKEN:- IF THE ACCOUNT IS MORE THAN 120 DAYS OLD ALL EXTRAORDINARY COLLECTION ACTIVITY WILL BE SUSPENDED.APPLICATION INFORMATION WILL BE REVIEWED FOR A DISPOSITION WITHIN 5 BUSINESS DAYS. IF THE APPLICATION IS APPROVED, THE FOLLOWING STEPS WILL BE TAKEN:- BILLING STATEMENT SHOWING THE AMOUNT OF FINANCIAL ASSISTANCE GIVEN, ANY REMAINING BALANCES OWED WILL BE SENT TO THE PATIENT - REFUND ANY EXCESS PAYMENTS MADE BY INDIVIDUAL IF THE APPLICATION IS RECEIVED INCOMPLETE, THE FOLLOWING ACTION WILL BE TAKEN:- PROVIDE INDIVIDUAL WITH WRITTEN NOTICE OF ADDITIONAL INFORMATION NEEDED WITH COMPLETION DEADLINE- ONE NOTICE THAT EXTRAORDINARY COLLECTIONS WILL PROCEED IF APPLICATION IS NOT COMPLETED OR CLAIM IS NOT PAID WITHIN 30 DAYS FROM ABOVE COMPLETION DEADLINE OR LAST DAY OF APPLICATION PERIOD (240 DAYS) IF THE APPLICATION IS DENIED, PATIENTS WILL BE SENT A LETTER INFORMING THEM OF THE REASON FOR DENIAL.HOLY CROSS HOSPITAL WILL CONTINUALLY NOTIFY THE PATIENT WITH OPEN SELFPAY ACCOUNTS OF THE FINANCIAL ASSISTANCE POLICY AVAILABILITY FOR A 120 DAYS PERIOD. THIS IS KNOWN AS THE FINANCIAL ASSISTANCE POLICY NOTIFICATION PERIOD. HOLY CROSS HOSPITAL WILL PROVIDE THE PATIENT WRITTEN NOTIFICATION 30 DAYS PRIOR TO THE END OF THE FINANCIAL ASSISTANCE NOTIFICATION PERIOD (AT 90 DAYS). HOLY CROSS HOSPITAL WILL NOT ENGAGE IN ANY EXTRAORDINARY COLLECTION ACTIVITY UNTIL SUFFICIENT TIME AND NOTIFICATION PERIODS HAVE PASSED (AT LEAST 120 DAYS). PATIENTS WILL BE BILLED FULL CHARGES LESS 20% UNINSURED DISCOUNT IF THEY DO NOT APPLY FOR FINANCIAL ASSISTANCE.FOR ACCOUNTS LESS THAN $2,000, INCOMPLETE APPLICATIONS WILL NOT BE ACCEPTED. FOR ACCOUNTS GREATER THAN $2,000, WE WILL ACCEPT ALL APPLICATIONS AND CALL THE PATIENT WEEKLY FOR 3 WEEKS TO OBTAIN THE MISSING INFORMATION. AFTER 3 WEEKS, WE WILL MAIL THE APPLICATION TO THE PATIENT EXPLAINING THAT WE WERE UNABLE TO PROCESS AND FOR THEM TO BRING THE APPLICATION BACK TO THS WHEN IT IS COMPLETE.ON SELF-PAY ACCOUNTS OVER $5,000, THE PATIENT WILL BE CALLED AS SOON AS THE ACCOUNT IS IDENTIFIED. THE PATIENT WILL ALSO BE CALLED PRIOR TO EACH ADDITIONAL COLLECTION LETTER BEING SENT. AFTER ALL APPROPRIATE COLLECTIONS LETTERS HAVE BEEN SENT AND TELEPHONE CALLS HAVE BEEN MADE AND THE PATIENT HAS NOT MADE AN ATTEMPT TO MAKE SUITABLE ARRANGEMENTS, THE ACCOUNT WILL BE REFERRED TO AN OUTSIDE COLLECTION AGENCY. PART VI, LINE 4: TAOS HEALTH SYSTEM SERVES APPROXIMATELY 51,000 RESIDENTS OF TAOS, COLFAX, AND NORTHERN RIO ARRIBA COUNTIES, A DIVERSE CULTURAL COMMUNITY WITH A POVERTY RATE OF 18.5% IN A RURAL FRONTIER AREA OF 15 PEOPLE PER SQUARE MILE IN MORE THAN 2,500 SQUARE MILES. THE POPULATION OF TAOS COUNTY IS 50.5% HISPANIC OR LATINO, 8.2% NATIVE AMERICAN AND 41% WHITE NON-HISPANIC. IN TAOS COUNTY, 31.3% OF OUR COLLECTIVE POPULATION IS 65 OR OVER, COMPARED TO 19.8% STATE-WIDE, SO WE SEE DISPROPORTIONATELY HIGH ONSET IN CHRONIC DISEASES. THE PROPORTION OF TAOS COUNTY CHILDREN IN IMPOVERISHED OR LOW INCOME FAMILIES REMAINS ONE OF THE HIGHEST IN THE STATE AND THE NATION, WITH MORE THAN 25% OF ALL TAOS COUNTY CHILDREN UNDER 18 LIVING IN POVERTY. PART VI, LINE 5: THS CONTAINS HOLY CROSS HOSPITAL, TAOS WOMEN'S HEALTH INSTITUTE, TAOS SURGICAL SPECIALTISTS, TAOS PRIMARY CARE, TAOS CARDIOLOGY, AND TCCY. WE PROVIDE ACUTE HOSPITAL CARE, SURGERY CARE, AND REHABILITATIVE SPORTS MEDICINE AND PHYSICAL THERAPY SERVICES AS WELL AS A WOMEN'S HEALTH CLINIC, A PEDIATRIC CLINIC, CARDIOLOGY CLINIC AND A SURGICAL SPECIALTIES CLINIC TO ENSURE THAT THE COMMUNITY'S NEED FOR CARE IS MET.OUR SYSTEM EMPLOYS 19 PHYSICIANS AND 6 ADVANCE PRACTICE CLINICIANS IN GENERAL SURGERY, UROLOGY, OB/GYN, PRIMARY CARE, PEDIATRICS, HOSPITALISTS, AND EMERGENCY MEDICINE. IN ADDITION, PROVIDERS OF OTHER SPECIALTIES INCLUDING, BUT NOT LIMITED TO, INTERNAL MEDICINE, CARDIOLOGY, ORTHOPEDICS, ENT, WOUND CARE, ANTI-COAGULATION, AND PODIATRY PROVIDE SERVICES WITHIN OUR ORGANIZATION. OUR EMERGENCY DEPARTMENT, OPERATING ROOMS, LABORATORY, AND RADIOLOGY DEPARTMENTS ARE FULLY STAFFED AND TECHNOLOGICALLY EQUIPPED. THS ALSO PROVIDES A NUMBER OF GRANT AND HOSPITAL FUNDED COMMUNITY BENEFIT PROGRAMS THAT SERVE A WIDE ARRAY OF AREA RESIDENTS AT NO OR LOW COST. THESE INCLUDE:- MEDICAID ENROLLMENT PROVIDES COMMUNITY HEALTH WORKERS, INCLUDING BILINGUAL CHW'S, WHO CURRENTLY ASSIST UNINSURED PEOPLE TO ACCESS TO CENTENNIAL CARE AS WELL AS OUTREACH.- HEALTH EXCHANGE ENROLLMENT PROVIDES OUTREACH AND ENROLLMENT BY CERTIFIED HEALTHCARE GUIDES IN THE HEALTH INSURANCE EXCHANGE.- DIABETES MANAGEMENT PROVIDES DISEASE MANAGEMENT STRATEGIES FOR PREDIABETICS AND PEOPLE LIVING WITH TYPE I AND II DIABETES.- NUTRITION COUNSELING PROVIDES MULTIFACETED COUNSELING FOR PATIENTS FACING CHRONIC DISEASE AND OBESITY.- PRESCRIPTION ASSISTANCE PROVIDES EMERGENCY AND ONGOING ASSISTANCE FOR PATIENTS UNABLE TO PAY FOR THEIR MEDICATIONS.- MEDICATION THERAPY MANAGEMENT IMPROVES MEDICATION SAFETY AND EFFECTIVENESS FOR ANYONE ON PRESCRIPTION MEDICATIONS.- TAOS ALIVE IS A COALITION TARGETED AT PREVENTING YOUTH SUBSTANCE ABUSE VIA ENVIRONMENTAL STRATEGIES SUCH AS MEDIA AWARENESS CAMPAIGNS AND LOCAL POLICY CHANGE.- UNDERAGE DRINKING PREVENTION PROVIDES ALCOHOL LITERACY EDUCATION TO TAOS COUNTY ELEMENTARY, MIDDLE, AND HIGH SCHOOL STUDENTS ALONG WITH MEDIA LITERACY CAMPS DURING THE SUMMER.- OVERDOSE PREVENTION PROVIDES PREVENTION STRATEGIES TO COMMUNITY MEMBERS AT-RISK FOR OPIATE OVERDOSE.- CANCER SUPPORT SERVICES PROVIDES SERVICES FOR PATIENTS AND FAMILIES LIVING WITH CANCER.- SANE (SEXUAL ASSAULT NURSE EXAMINER) SERVES VICTIMS OF SEXUAL ASSAULT WITH CONFIDENTIAL EXAMS AND REFERRALS.- FIRST STEPS HOME VISITING PROVIDES SUPPORT AND REFERRALS FOR FIRST-TIME FAMILIES WITH CHILDREN AGES 0-3.- TAOS LOVES KIDS PARENTING CLASSES PROVIDE TRAINING FOR CAREGIVERS OF CHILDREN AGES 0- 5.- KIDS FIRST! SUPPORTS THE MENTAL AND PHYSICAL HEALTH OF PENASCO VALLEY FAMILIES OF CHILDREN 0-10.- THE ANTI-COAGULATION CLINIC MONITORS AND ADJUSTS DRUG THERAPY FOR PEOPLE WHO SUFFER CARDIOVASCULAR DISEASE AND ARE AT RISK FOR BLOOD CLOTS.- DISASTER PREPAREDNESS WORKS WITH COMMUNITY PARTNERS AND HOSPITAL STAFF TO PREPARE THE HEALTHCARE SYSTEM COMMUNITY FOR COUNTY-WIDE PUBLIC HEALTH EMERGENCIES OF ALL TYPES, INCLUDING THE COVID-19 PANDEMIC OF 2020. 1 CHARITY CARE 59 650582 0 N/A N/A FINANCIAL ASSISTANCE 1 500 0 N/A N/A PART I, LINE 2: CHARITY CARE RECIPIENTS MUST QUALIFY FOR FINANCIAL ASSISTANCE. ONCE A PATIENT IS APPROVED THEIR CHARITY CARE WILL BE VALID FOR SIX MONTHS. FINANCIAL INFORMATION MUST BE PROVIDED TO QUALIFY AND TO CONTINUE TO RECEIVE FINANCIAL ASSISTANCE. X 1 1 X X X X 0 0 0 0 0 0 0 0 0 DR STEPHEN P LUCERO PHYSICIAN 491965 0 0 0 3810 0 5000 0 28654 0 529429 0 0 0 DR STEVEN SLIKKERS PHYSICIAN 430806 0 0 0 4422 0 4422 0 34612 0 474262 0 0 0 DR JOHN WELLS PHYSICIAN 412690 0 0 0 673 0 4204 0 34612 0 452179 0 0 0 DR HEATHER MARSHALL PHYSICIAN 354858 0 0 0 153 0 3626 0 34612 0 393249 0 0 0 DR MICHAEL DARNELL PHYSICIAN 345207 0 0 0 3810 0 3529 0 33578 0 386124 0 0 0 JAMES KISER CEO 337830 0 0 0 2894 0 2277 0 25813 0 368814 0 0 0 JONATHAN MORAN MD - BOARD MEMBER & COS (AS OF 1/1/24) 360185 0 0 0 92 0 5000 0 0 0 365277 0 0 0 CONNIE PREWITT CFO 232582 0 0 0 10721 0 2403 0 34612 0 280318 0 0 0 CIPRY JARAMILLO MD - BOARD MEMBER & COS (THROUGH 1/1/24) 248545 0 0 0 903 0 5000 0 34446 0 288894 0 0 0 SCHEDULE J, PART I, LINE 1A CONNIE PREWITT, CFO, IS PROVIDED AN AUTOMOBILE ALLOWANCE THAT IS INCLUDED IN W-2 TAXABLE WAGES. X 3 938821 FMV X DONATED AUCTION ITEMS 98 63618 FMV X FOOD 2 2000 FMV X PRIZES 11 1396 FMV X DISCOUNT 1 1000 FMV X PERSONAL HYGIENE SUPPLIES 1 250 FMV 0 0 0 0 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTORS 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 AND THE IMMEDIATE PAST BOARD CHAIR. THE EXECUTIVE COMMITTEE HAS THE POWER AND AUTHORITY OF THE BOARD WHEN THE BOARD IS NOT IN SESSION TO TRANSACT ALL REGULAR BUSINESS, SUBJECT TO ANY PRIOR LIMITATIONS IMPOSED BY THE BOARD OR BY STATUTE. IN ADDITION, THE EXECUTIVE COMMITTEE (A) ESTABLISHES STANDARDS FOR AND REVIEWS THE PERFORMANCE OF THE INDIVIDUAL BOARD MEMBERS AND THE SALARIED OFFICERS AND REPORTS THEREON TO THE BOARD; (B) MEETS WITH THE CEO ON AN ANNUAL BASIS, CONCURRENT WITH THE FISCAL YEAR-END, FOR AN EVALUATION OF THE CEO'S PERFORMANCE; (C) MAKES RECOMMENDATIONS TO THE BOARD CONCERNING THE COMPENSATION AND TERMS OF EMPLOYMENT OF THE CEO AND OTHER SALARIED OFFICERS; (D) REVIEWS AND MAKES RECOMMENDATIONS TO THE BOARD ON THE COMPOSITION AND SERVICES OF THE BOARD AND ITS COMMITTEES; (E) IMPLMEENTS THE CONFLICT OF INTEREST POLICIES; AND (F) DEVELOPS AND OVERSEES A PROGRAM FOR THE ORIENTATION OF NEW BOARD MEMBERS AND FOR CONTINUING EDUCATION OF ALL DIRECTORS. FORM 990, PART VI, SECTION A, LINE 4 THE BYLAWS WERE AMENDED TO: 1) ADDED DEFINITION FOR CHIEF OPERATING OFFICER. 2) REMOVED THE REQUIREMENT THAT ONE DIRECTOR SHALL BE A PHYSICIAN MEMBER REPRESENTING PHYSICIAN HOSPITAL ORGANIZATION ("PHO"). 3) ADDED LANGUAGE FOR QUORUM OF BOARD REQUIREMENTS. 4) BOARD MEETINGS MAY BE CONDUCTED IN PERSON, BY VIDEO OR AUDIO CONFERENCE, OR A HYBRID FASHION. 5) AT LEAST TWO (2) MEMBERS OF EACH COMMITTEE SHALL BE MEMBERS OF THE BOARD. 6) CHANGED VARIOUS COMMITTEE MEMBER TITLES TO BE IN LINE WITH REQUIRED MEMBERS. 7) REVSIED LANGUAGE FOR HEARING AND APPEAL PROCEDURES. FORM 990, PART VI, SECTION A, LINE 7A ONE MEMBER OF THE BOARD OF DIRECTORS IS APPOINTED BY THE HOSPITAL'S MEDICAL EXECUTIVE COMMITTEE, WHICH IS COMPRISED OF THE MEDICAL STAFF OFFICERS, THE PAST, PRESENT AND UPCOMING CHIEF OF STAFF, AND THE CHAIR OF EACH MEDICAL STAFF COMMITTEE. ONE MEMBER IS ELECTED BY THE AUXILIARY. ONE MEMBER OF THE BOARD IS THE CHIEF OF STAFF. FORM 990, PART VI, SECTION A, LINE 8B MINUTES WERE NOT KEPT FOR EXECUTIVE COMMITTEE MEETINGS. HOWEVER, THE EXECUTIVE COMMITTEE'S ACTIONS WERE REPORTED TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS COMPLETED BY AN INDEPENDENT ACCOUNTING FIRM WHICH FORWARDED THE COMPLETED RETURN TO THE CEO AND CFO FOR REVIEW TO DETERMINE COMPLETENESS AND ACCURACY. ONCE APPROVED BY BOTH THE CEO AND CFO, A COPY WAS PROVIDED TO THE BOARD OF DIRECTORS FOR REVIEW. THE BOARD OF DIRECTORS APPROVED THE FINAL COPY PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE COMPLIANCE COMMITTEE MONITORS AND ENFORCES THE CONFLICT OF INTEREST POLICY. BOARD OF DIRECTORS MEMBERS, SENIOR LEADERS, DIRECTORS AND KEY EMPLOYEES MUST COMPLETE A CONFLICT OF INTEREST STATEMENT ANNUALLY. IN THE EVENT OF A CONFLICT OF INTEREST, THE BODY TO WHICH SUCH CONFLICT OF INTEREST DISCLOSURE IS MADE SHALL DETERMINE, BY MAJORITY VOTE, WHETHER THE DISCLOSURE REQUIRES THAT NON-VOTING AND NON-PARTICIPATION PROVISIONS MUST BE OBSERVED. THE MINUTES OF ANY MEETING WHERE A CONFLICT OF INTEREST IS NOTED SHALL REFLECT THE DISCLOSURE MADE, THE VOTE THEREON AND, WHERE APPLICABLE, THE ABSTENTION FROM VOTING AND PARTICIPATION, AND WHETHER A QUORUM WAS PRESENT. FORM 990, PART VI, SECTION B, LINE 15 THE PROFESSIONAL SERVICES AGREEMENT FOR THE CEO, AND THE CFO STATE THAT THE CHRO WILL REVIEW THE MARKET DATA FOR THIS POSITION. OVATION SALARY SURVEY DATA FROM ERNST AND YOUNG WAS USED FOR NATIONAL BENCHMARKING FOR THE CEO. THE EXECUTIVE COMMITTEE THEN REVIEWS THE RECOMMENDATION AND APPROVES THE CEO COMPENSATION. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024. FORM 990, PART VI, SECTION C, LINE 19 ALL GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 3,090,744. MANAGEMENT AND GENERAL EXPENSES 20,166. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,110,910. PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 11,518,964. MANAGEMENT AND GENERAL EXPENSES 3,409,994. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 14,928,958. FORM 990, PART XII, LINE 2C: THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. TAOS PROFESSIONAL SERVICES 1397 WEINER ROAD TAOS NM 87571 274259044 CLINIC NM 984088 5492473 THS INC