2025-05-13T10:57:44+00:00 2024-06-30 440160260 FORVIS MAZARS LLP 111 South Tejon Suite 800 Colorado Springs CO 809039848 990 2023-07-01 850127924 SAN JUAN REGIONAL MEDICAL CENTER SANJ 5056096114 801 WEST MAPLE STREET FARMINGTON NM 87401 JASON ROUNDS CEO 5056096114 2025-05-13 true true Brandon Schulze P02051564 7194714290 2025-05-15 2023 2025-03-06 01:10:19Z JASON ROUNDS 801 WEST MAPLE STREET FARMINGTON NM 87401 399767261 false X WWW.SANJUANREGIONAL.COM X 1953 NM BETTER IS OUR MISSION, IMPROVING LIVES THROUGH PERSONALIZED HEALTH AND CARE 10 9 2138 105 0 0 825714 155623 359572195 371511361 778913 6989881 2848912 2500118 364025734 381156983 148129 508787 0 0 177006760 193328471 0 0 0 185836116 183173201 362991005 377010459 1034729 4146524 504635640 514237124 161822900 152830274 342812740 361406850 BETTER IS OUR MISSION, IMPROVING LIVES THROUGH PERSONALIZED HEALTH AND CARE false false 352331381 508787 371590010 ALL ACTIVITY IS DIRECTLY RELATED TO PROVIDING PATIENT MEDICAL SERVICES AND QUALITY HEALTH CARE TO THE COMMUNITY AND SURROUNDING RURAL AREAS. SAN JUAN REGIONAL MEDICAL CENTER (SJRMC) IS A MODERN ACUTE-CARE HOSPITAL LOCATED IN ONE OF THE MOST RURAL AREAS OF THE AMERICAN SOUTHWEST, SAN JUAN COUNTY, NEW MEXICO. A 2019 ESTIMATE OF THE POPULATION OF SAN JUAN COUNTY SHOWS THE COUNTY POPULATION HAS DECLINED 4.7% FROM THE YEAR 2010 TO 2020 NUMBERING APPROXIMATELY 123,958, 41.1% OF WHICH IS AMERICAN INDIAN AND ALASKA NATIVE PERSONS. SJRMC IS A SOLE COMMUNITY PROVIDER AND DISPROPORTIONATE SHARE HOSPITAL PROVIDING NEEDED HEALTHCARE TO RESIDENTS OF THE FOUR CORNERS REGION OF NEW MEXICO, ARIZONA, UTAH AND COLORADO. SAN JUAN REGIONAL MEDICAL CENTER'S MISSION IS TO PERSONALIZE HEALTHCARE AND CREATE ENTHUSIASM AND VITALITY IN HEALING. OUR CORE VALUES ARE ACTIVELY TAUGHT, AND REINFORCED TO STAFF, MANAGEMENT, AND PHYSICIANS SO THAT THE ORGANIZATION MAY ACHIEVE EXCELLENCE AND CONSISTENCY IN PATIENT CARE. SJRMC IS A COMMUNITY GOVERNED HOSPITAL THAT WAS FOUNDED IN 1910 BY DOCTORS A M SMITH AND G W SAMMONS. THE HOSPITAL CORPORATION IS AN ADVISORY BODY COMPOSED OF UP TO THREE REPRESENTATIVES FROM EACH OF 90 NON-PROFIT ORGANIZATIONS IN SAN JUAN COUNTY. THE CORPORATION MEETS QUARTERLY, AND AT ANNUAL MEETING, THEY NOMINATE AND ELECT 9 MEMBERS TO THE GOVERNING BOARD OF DIRECTORS. THE CORPORATION RECEIVES REPORTS FROM THE BOARD OF DIRECTORS AND HOSPITAL ADMINISTRATION ON HOSPITAL OPERATIONS, INCLUDING QUALITY AND FINANCE AND PROVIDES FEEDBACK ON COMMUNITY HEALTH ISSUES. SJRMC PROVIDES MEDICAL, SURGICAL, PEDIATRICS, ONCOLOGY, OBSTETRICS, CARDIOLOGY, AND BEHAVIORAL HEALTH INPATIENT CARE. AMBULATORY CARE INCLUDES DAY SURGERY, URGENT CARE, OUTPATIENT DIAGNOSTIC AND TREATMENT SERVICES. SJRMC IS A LEVEL III TRAUMA CENTER THAT PROVIDES GROUND AMBULANCE AND AIR AMBULANCE SERVICE WITH A HELICOPTER AND A FIXED WING AIRCRAFT AS WELL AS SERVICES THROUGH ITS EMERGENCY DEPARTMENT TO ALL PERSONS REGARDLESS OF THEIR ABILITY TO PAY. SOME OF OUR OUTPATIENT SERVICES ARE PHYSICIAN CLINICS SPECIALIZING IN CARDIOLOGY, BEHAVIORAL HEALTH, INTERNAL MEDICINE, NEUROSURGERY, NEURODIAGNOSTICS, URGENT CARE CENTER AND PEDIATRICS. OUR FINANCIAL AND IN-KIND CONTRIBUTIONS WENT TO VARIOUS LOCAL CHARITIES SUCH AS NAVAJO MINISTRIES, FAMILY CRISIS CENTER, LOCAL SCHOOL DISTRICTS, SENIOR CENTERS AND TOTAL BEHAVIORAL HEALTH. THE OTHER COMMUNITY SERVICES NOTED ABOVE PROVIDE CARE FOR SURGERY, GASTROINTESTINAL, ORTHOPEDICS, ONCOLOGY, NEURO AND CARDIAC REHAB. 352331381 true true false true false false false false false true false false true true false false true false false false false false false false false true true true false true true false false false false false false false false false false false false false false true true true true false false true 290 0 2138 true false false false false false false false false false false false false X 10 9 false false true false true true true true true false false true true true true true true true true false NM X JASON ROUNDS 5056096114 801 WEST MAPLE STREET FARMINGTON NM 87401 Anna Buffington SECRETARY 6.0 0.0 X X 0 0 0 Samuel Gonzales Immediate Past CHAIRPERSON - End 06/2024 6.0 1.0 X X 0 0 0 Sara Kaynor VICE CHAIRMAN 6.0 0.0 X X 0 0 0 Shaa Reeves CHAIRPERSON 6.0 0.0 X X 0 0 0 Danny Beyhan DIRECTOR 6.0 0.0 X 0 0 0 David Devitre Chief of Staff 6.0 0.0 X 607176 0 49379 Deborah Joslin DIRECTOR 6.0 0.0 X 0 0 0 Esther Greyeyes DIRECTOR 6.0 0.0 X 0 0 0 HYLA CALCOTE DIRECTOR 6.0 1.0 X 0 0 0 James Boyd MD Vice Chief of Staff 6.0 0.0 X 0 0 0 JAMES SPENCE MD DIRECTOR 6.0 1.0 X 0 0 0 JOHN BYROM DIRECTOR - END 01/2024 6.0 1.0 X 0 0 0 Jon Moore DIRECTOR 6.0 0.0 X 0 0 0 Rick Quevedo DIRECTOR 6.0 0.0 X 0 0 0 JASON ROUNDS CEO 38.0 2.0 X 639549 0 25387 JOHN MAYER CFO 38.0 2.0 X 429176 0 59830 KAMMIE MONARCH CHIEF NURSING OFFICER 40.0 0.0 X 297960 0 21332 Neil Teatsorth Chief Human Resources Officer 6.0 0.0 X 225445 0 11462 ROBERT UNDERWOOD CHIEF MEDICAL OFFICER 40.0 0.0 X 461169 0 76353 RUTH BROOKS ACCREDITATION AND PROF SERVICE 40.0 0.0 X 382531 0 51993 Brad Greenberg PHYSICIAN 6.0 0.0 X 768509 0 49445 DANIEL MANNAS PHYSICIAN 40.0 1.0 X 770748 0 42285 FARAZ SANDHU PHYSICIAN 40.0 0.0 X 1690690 0 43270 Kaitlyn McIntyre PHYSICIAN 6.0 0.0 X 818225 0 4111 Thomas Villareal PHYSICIAN 6.0 0.0 X 764069 0 48571 MELANIA YEATS PHYSICIAN 40.0 0.0 X 524283 0 55314 8379530 0 538732 265 true true false CERNER CORP PO BOX 959156 ST LOUIS MO 631959156 INFO TECHNOLOGY 13865291 QUALIVIS LLC PO BOX 123847 DALLAS TX 753123847 LOCUMS 6538970 WEATHERBY LOCUMS INC PO BOX 972633 DALLAS TX 753972633 LOCUMS 6440405 ProLink Healthcare LLC 4600 Montgomery Road Suite 300 Cincinnati OH 45212 Locums 5461495 AIR METHODS CORP PO BOX 172892 DENVER CO 802172892 MED TRANSPORTATION 5108783 22 0 0 0 0 155623 0 55885 155623 NET PATIENT SERVICE REVENUE 621110 368280945 368280945 0 0 OTHER PROGRAM SERVICE REVENUE 621110 2117410 2105165 0 12245 EQUITY IN SJR HOLDING 900099 965491 965491 0 0 PROGRAM RELATED RENTAL INCOME 531120 147515 147515 0 0 0 0 0 0 0 0 0 0 371511361 4997173 0 0 4997173 0 0 0 0 0 0 0 0 38934 0 0 0 38934 0 38934 0 0 38934 20602986 0 18610278 0 1992708 0 1992708 0 0 1992708 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CAFETERIA 900099 1484372 0 0 1484372 CHILDREN'S DISCOVERY PLACE 624400 813396 0 0 813396 OTHER REVENUE 722514 163416 90894 0 72522 0 0 0 0 2461184 381156983 371590010 0 9411350 X 508787 508787 0 0 2074385 2074385 533295 533295 159666513 154995447 4671066 3183518 3066320 117198 18136204 17623817 512387 9734556 9390054 344502 1384201 1384201 226864 139 226725 69258 69258 638404 549033 89371 60233595 53620394 6613201 0 709224 165350 543874 26727359 25469975 1257384 19507409 18250674 1256735 4138640 3982189 156451 815551 740860 74691 1185298 1125430 59868 1569694 1481978 87716 12899630 12172079 727551 2518865 2251030 267835 MEDICAL SUPPLIES 44275841 40905478 3370363 EQUIPMENT RENTAL & MAINTENAN 5057469 4855753 201716 RENTS & LEASES 1215899 1176594 39305 0 0 0 0 377010459 352331381 24679078 0 67225801 9500016 0 0 0 0 56495212 67487940 0 0 0 0 3831288 1148568 8553144 8038692 5102371 5812110 424654302 295788446 132141261 128865856 190888714 261896792 3617957 3785725 0 0 0 36779892 27701425 504635640 514237124 60683314 61270105 0 0 246075 0 34571696 32107324 0 0 0 0 12173443 9993224 54148372 49459621 161822900 152830274 X 342812740 361406850 0 0 0 0 0 0 0 0 342812740 361406850 504635640 514237124 X 4146524 12913016 1534570 X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false true 69258 false false 69258 false Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY LOBBYING: SAN JUAN REGIONAL MEDICAL CENTER PAID NEW MEXICO GOVERNMENT AFFAIRS $48,000 FOR A LOBBYIST IN SANTA FE, NEW MEXICO WHO MONITORS NEW MEXICO STATE LEGISLATIVE ISSUES REGARDING HOSPITAL ISSUES, KEEPS SAN JUAN REGIONAL MEDICAL CENTER APPRISED OF THOSE ISSUES AND TAKES FEEDBACK TO THE STATE LEGISLATURE. A PORTION OF THE DUES PAID TO THE HEALTHCARE ASSOCIATIONS BY SAN JUAN REGIONAL MEDICAL CENTER WAS ALLOCABLE TO LOBBYING ACTIVITIES. THE AMOUNT FOR THE FISCAL YEAR ENDED 06/30/24 WAS $21,258. 0 12774329 12774329 0 192439887 118495549 73944338 0 89427 89427 0 0 187909372 160101346 27808026 0 31441287 17102124 14339163 128865856 OPERATING LEASES 6830425 INSURANCE RECEIVABLE 18826000 GOODWILL 2045000 27701425 MALPRACTICE LIABILITY 40742000 BOND INTEREST PAYABLE 113450 DUE TO MEDICARE/MEDICAID 1748189 OPERATING LEASE LIABILITY 6855982 49459621 395604569 12913016 1534570 14447586 381156983 0 0 381156983 377111254 100795 100795 377010459 0 0 377010459 Schedule D, Part X, Line 2 UNCERTAIN TAX POSITIONS: MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 INCOME FROM GRANTOR TRUST - 1534570 Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 Depreciation Expense - 100795 true true X true X true X true true true false true true 372932 0 372932 0.0010 103881193 112733192 0 0.0 5264835 3853832 1411003 0.0037 0 0 109518960 116587024 1783935 0.0047 1064 1046273 0 1046273 0.0028 76 2265320 0 2265320 0.0060 1329 22077646 8818406 13259240 0.0352 0 0 0 0.0 0 0 0 0.0 0 2469 25389239 8818406 16570833 0.0440 0 2469 134908199 125405430 18354768 0.0487 0 0.0 0 0.0 0 0.0 0 0.0 0 0.0 0 0.0 0 0.0 0 0.0 0 0.0 0 0 0 0 0 0.0 true 11030602 2592191 68367342 62745909 5621433 X true true 1 1 SAN JUAN REGIONAL MEDICAL CENTER 801 WEST MAPLE STREET FARMINGTON NM 87401 WWW.SANJUANREGIONAL.COM 6291 X X 1 1 1 false false true X X X X X X X X X 23 true false false true X https://www.sanjuanregional.com/community-assessment X true 23 true https://www.sanjuanregional.com/upload/docs/About%20Us/Community%20Reinvestment/CNHA%202023%20with%2 false true X 200.0 400.0 X X X X X true true X X X true X HTTPS://WWW.SANJUANREGIONAL.COM/ENGLISHFORMS X HTTPS://WWW.SANJUANREGIONAL.COM/ENGLISHFORMS X HTTPS://WWW.SANJUANREGIONAL.COM/ENGLISHFORMS X X X X X X true X false X X X X true X false false Schedule H, Part V, Section B, Line 5 Facility 1, 1 Facility 1, 1 - SAN JUAN REGIONAL MEDICAL CENTER. AS PART OF THE COMMUNITY HEALTH NEEDS ASSESSMENT, DATA WAS OBTAINED FROM BOTH QUANTITATIVE AND QUALITATIVE SOURCES. QUANTITATIVE DATA INPUT INCLUDES PRIMARY RESEARCH (THE PRC COMMUNITY HEALTH SURVEY) AND SECONDARY RESEARCH (VITAL STATISTICS AND OTHER EXISTING HEALTH-RELATED DATA); THESE QUANTITATIVE COMPONENTS ALLOW FOR TRENDING AND COMPARISON TO BENCHMARK DATA AT THE STATE AND NATIONAL LEVELS. QUALITATIVE DATA INPUT INCLUDES PRIMARY RESEARCH GATHERED THROUGH AN ONLINE KEY INFORMANT SURVEY. SURVEY PARTICIPANTS INCLUDED KEY INFORMANTS, INCLUDING PHYSICIANS, PUBLIC HEALTH EXPERTS, OTHER HEALTH PROVIDERS, SOCIAL SERVICE REPRESENTATIVES AND COMMUNITY LEADERS. PARTICIPANTS WERE CHOSEN BECAUSE OF THEIR ABILITY TO IDENTIFY PRIMARY CONCERNS OF THE POPULATION WITH WHOM THEY WORK, AS WELL AS OF THE COMMUNITY OVERALL. KEY INFORMANTS WERE CONTACTED BY EMAIL, INTRODUCING THE PURPOSE OF THE SURVEY AND PROVIDING A LINK TO TAKE THE SURVEY ONLINE; REMINDER EMAILS WERE SENT AS NEEDED TO INCREASE PARTICIPATION. PARTICIPATION INCLUDED REPRESENTATION FROM THE FOLLOWING ORGANIZATIONS: - KEY COMMUNITY STAKEHOLDERS - STATE OF NEW MEXICO - SCHOOLS - SOCIAL SERVICES - BUSINESS LEADERS - SAN JUAN COUNTY ELECTED OFFICIALS - OTHER HEALTHCARE WORKERS - PHYSICIANS - CHURCHES - ANIMAS PEDIATRIC DENTAL GROUP - BLOOMFIELD CHAMBER OF COMMERCE - CHILD PROTECTIVE SERVICES - CITY OF AZTEC - CITY OF BLOOMFIELD - CITY OF FARMINGTON - FAMILY FOOT HEALTH SPECIALISTS OF FARMINGTON - FARMINGTON BOARD OF EDUCATION - FARMINGTON CHAMBER OF COMMERCE - FOUR CORNERS ECONOMIC DEVELOPMENT - FOUR CORNERS RADIOLOGY - JUST CLICK PRINTING, INC. - LA MESA CHIROPRACTIC CENTER - LIFE CARE CENTER - MENTAL WELLNESS RESOURCE CENTER - MERRION OIL & GAS - NEON KIDS DENTAL - NEW MEXICO DEPARTMENT OF HEALTH, FARMINGTON - NEW MEXICO LEGISLATURE - ORTHOPEDIC ASSOCIATES - PInON FAMILY PRACTICE - PInON HILLS EAR, NOSE & THROAT - PROCESS EQUIPMENT & SERVICE COMPANY - SAN JUAN COLLEGE - SAN JUAN COUNTY - SAN JUAN COUNTY PARTNERSHIP - SAN JUAN HEALTH PARTNERS - SAN JUAN PUBLIC HEALTH DEPARTMENT - SAN JUAN REGIONAL REHABILITATION HOSPITAL - SCHOOL NURSES/HEALTH SERVICES, FARMINGTON MUNICIPAL SCHOOLS - WEBB CHEVROLET IN MANY CASES, SEVERAL REPRESENTATIVES FROM EACH ORGANIZATION PARTICIPATED. Schedule H, Part V, Section B, Line 11 Facility 1, 1 Facility 1, 1 - SAN JUAN REGIONAL MEDICAL CENTER. SAN JUAN REGIONAL MEDICAL CENTER: ADDRESSING COMMUNITY NEEDS IN FISCAL YEAR 2024 INTRODUCTION: IN FISCAL YEAR 2024, SAN JUAN REGIONAL MEDICAL CENTER (SJRMC) PRIORITIZED COMMUNITY HEALTH INITIATIVES, FOCUSING ON KEY AREAS SUCH AS DIABETES, ACCESS TO CARE, AND CANCER. THE ORGANIZATION IMPLEMENTED A RANGE OF TARGETED PROGRAMS AND SERVICES TO ADDRESS THE UNIQUE HEALTHCARE NEEDS OF THE COMMUNITY, ENSURING ACCESSIBILITY, EDUCATION, AND CUTTING-EDGE TREATMENTS. DIABETES: A. ONGOING COMMUNITY DIABETES EDUCATION: SJRMC EXTENDED ITS COMMITMENT TO DIABETES EDUCATION BY OFFERING FREE COMMUNITY SESSIONS THROUGHOUT THE FISCAL YEAR REACHING 219 INDIVIDUALS. THESE EDUCATIONAL PROGRAMS AIMED TO EMPOWER INDIVIDUALS WITH THE KNOWLEDGE AND TOOLS NEEDED TO MANAGE DIABETES EFFECTIVELY. B. ENDOCRINOLOGY SERVICES BY DR. SHAUNA FROST AND DR. TING: TO ENHANCE DIABETES CARE, SJRMC ENLISTED THE EXPERTISE OF DR. TING AND SHAUNA FROST FOR ENDOCRINOLOGY SERVICES. THIS COLLABORATION ALLOWED FOR SPECIALIZED CONSULTATIONS AND REFERRALS, ENSURING COMPREHENSIVE CARE FOR PATIENTS DEALING WITH DIABETES. C. COMMUNITY HEALTH LIBRARY ARTICLES: SJRMC FACILITATED ACCESS TO VALUABLE RESOURCES THROUGH ITS COMMUNITY HEALTH LIBRARY. ARTICLES ON MEAL PLANNING, DIABETES DIAGNOSIS, AND OTHER RELEVANT TOPICS WERE MADE AVAILABLE ONLINE, OFFERING A CONVENIENT AND INFORMATIVE RESOURCE FOR COMMUNITY MEMBERS. - MEAL PLANNING - DIAGNOSING DIABETES - AND MORE ACCESS TO CARE: A. SAN JUAN HEALTH PARTNERS PROVIDING ACCESS TO CARE: RECOGNIZING THE IMPORTANCE OF PRIMARY CARE, SJRMC ENSURED ACCESS TO HEALTHCARE SERVICES THROUGH SAN JUAN HEALTH PARTNERS. THIS INITIATIVE TARGETED THOSE WITHOUT A PRIMARY CARE PROVIDER, OFFERING ESSENTIAL MEDICAL SERVICES TO ENHANCE OVERALL COMMUNITY HEALTH. B. LOW-COST BLOOD SCREENING: TO ASSIST INDIVIDUALS WITHOUT INSURANCE, SJRMC CONDUCTED LOW-COST BLOOD SCREENING PROGRAMS. IN FISCAL YEAR 2024, 365 PARTICIPANTS BENEFITED FROM THESE SCREENINGS, PROMOTING EARLY DETECTION AND PREVENTIVE CARE. C. FREE COMMUNITY FLU CLINICS: SJRMC ACTIVELY ADDRESSED COMMUNITY WELL-BEING BY ORGANIZING FREE FLU CLINICS, WITH 160 INDIVIDUALS RECEIVING VACCINATIONS. THIS INITIATIVE AIMED TO PROTECT COMMUNITY MEMBERS FROM SEASONAL ILLNESSES, CONTRIBUTING TO OVERALL PUBLIC HEALTH. D. ONGOING UPDATES TO COMMUNITY HEALTH LIBRARY: SJRMC REMAINED COMMITTED TO PROVIDING UP-TO-DATE HEALTH INFORMATION THROUGH CONTINUOUS UPDATES TO ITS ONLINE HEALTH LIBRARY. ACCESSIBLE RESOURCES ENSURED THAT COMMUNITY MEMBERS COULD MAKE INFORMED DECISIONS ABOUT THEIR HEALTH. CANCER: A. PURCHASE OF NEW RADIATION THERAPY MACHINE: IN A SIGNIFICANT STEP TOWARDS ADVANCING CANCER TREATMENT, SJRMC INVESTED IN A NEW RADIATION THERAPY MACHINE FOR SAN JUAN REGIONAL CANCER CENTER. THIS STATE-OF-THE-ART EQUIPMENT AIMED TO ENHANCE THE PRECISION AND EFFECTIVENESS OF CANCER TREATMENTS. B. LOCUM TENENS SUPPORT DURING ONCOLOGIST SEARCH: WHILE ACTIVELY SEARCHING FOR A PERMANENT ONCOLOGIST, SJRMC ENSURED UNINTERRUPTED CANCER CARE BY PROVIDING LOCUM TENENS SUPPORT. THIS COMMITMENT TO PATIENT CARE DEMONSTRATED SJRMC'S DEDICATION TO MAINTAINING HIGH STANDARDS IN CANCER TREATMENT. C. COMMUNITY HEALTH ARTICLES: SJRMC CONTINUED TO EDUCATE THE COMMUNITY ON CANCER-RELATED TOPICS THROUGH ITS ONLINE HEALTH LIBRARY. ARTICLES ON CANCER, BREAST CANCER SCREENING, AND MORE WERE EASILY ACCESSIBLE, EMPOWERING INDIVIDUALS WITH KNOWLEDGE ABOUT CANCER PREVENTION AND TREATMENT. - ABOUT CANCER - BREAST CANCER SCREENING - AND MORE CONCLUSION: IN FISCAL YEAR 2024, SAN JUAN REGIONAL MEDICAL CENTER DEMONSTRATED A STEADFAST COMMITMENT TO ADDRESSING COMMUNITY NEEDS. BY FOCUSING ON DIABETES, ACCESS TO CARE, AND CANCER, SJRMC HAS MADE SIGNIFICANT STRIDES IN PROVIDING COMPREHENSIVE AND ACCESSIBLE HEALTHCARE SERVICES, FURTHERING ITS MISSION TO ENHANCE THE WELL-BEING OF OUR COMMUNITY IN THE FOUR CORNERS REGION. SAN JUAN REGIONAL MEDICAL CENTER IS NOT ADDRESSING THE FOLLOWING SIGNIFCANT NEEDS IDENTIFIED IN THE MOST RECENT CHNA: 1. HEART DISEASE AND STROKE 2. INFANT HEALTH AND FAMILY PLANNING 3. INJURY AND VIOLENCE 4. MENTAL HEALTH 5. NUTRITION, PHYSICAL ACITIVTY AND WEIGHT 6. RESPRITATORY DISEASE 7. SEXUAL HEALTH 8. SUBSTANCE ABUSE IN CRAFTING OUR CHNA IMPLEMENTATION PLAN, WE RECOGNIZED THE IMPORTANCE OF ADDRESSING THE DIVERSE HEALTH NEEDS OF OUR COMMUNITY. HOWEVER, DUE TO RESOURCE CONSTRAINTS AND THE NEED FOR EFFECTIVE ALLOCATION OF RESOURCES, WE HAVE CHOSEN TO FOCUS OUR EFFORTS PRIMARILY ON THE AREAS WHERE WE CAN MAKE THE MOST SIGNIFICANT IMPACT: ACCESS TO CARE, DIABETES, AND CANCER. BELOW ARE THE REASONS FOR OUR STRATEGIC FOCUS: 1. COMMUNITY IMPACT: THROUGH EXTENSIVE ANALYSIS AND STAKEHOLDER ENGAGEMENT, WE IDENTIFIED ACCESS TO CARE, DIABETES, AND CANCER AS KEY HEALTH ISSUES AFFECTING THE WELL-BEING OF OUR COMMUNITY. BY CONCENTRATING OUR EFFORTS ON THESE PRIORITY AREAS, WE CAN MAXIMIZE THE POSITIVE IMPACT ON COMMUNITY HEALTH OUTCOMES. 2. EXPERTISE AND RESOURCES: OUR ORGANIZATION POSSESSES SPECIALIZED EXPERTISE, RESOURCES, AND PARTNERSHIPS THAT ENABLE US TO IMPLEMENT TARGETED INTERVENTIONS AND INITIATIVES IN THE AREAS OF ACCESS TO CARE, DIABETES, AND CANCER. BY LEVERAGING THESE STRENGTHS, WE CAN EFFECTIVELY ADDRESS THE ROOT CAUSES OF THESE HEALTH DISPARITIES AND PROMOTE EQUITABLE ACCESS TO QUALITY HEALTHCARE SERVICES. 3. MEASURABLE OUTCOMES: FOCUSING ON A SELECT NUMBER OF PRIORITY AREAS ALLOWS US TO SET CLEAR AND ACHIEVABLE GOALS, TRACK PROGRESS, AND MEASURE OUTCOMES MORE EFFECTIVELY. THIS APPROACH ENHANCES ACCOUNTABILITY, TRANSPARENCY, AND THE ABILITY TO DEMONSTRATE MEANINGFUL RESULTS TO OUR STAKEHOLDERS AND THE BROADER COMMUNITY 27 SJRMC EMS STATION- MEDIC #10 737 W ANIMAS STREET FARMINGTON NM 87401 MEDICAL CLINIC SJRMC AZTEC CLINIC 120 LLANO STREET AZTEC NM 87410 MEDICAL CLINIC GENERAL SURGERY CLINIC 630 W MAPLE FARMINGTON NM 87401 MEDICAL CLINIC SJRMC AUDIOLOGY 816 W MAPLE FARMINGTON NM 87401 MEDICAL CLINIC SJRMC OUTPATIENT REHABILITATION 300 S AUBURN AVE FARMINGTON NM 87401 MEDICAL CLINIC SJRMC PEDIATRIC OUTPATIENT REHAB 810 W MAPLE FARMINGTON NM 87401 MEDICAL CLINIC URGENT CARE CENTER 4820 E MAIN STREET FARMINGTON NM 87402 MEDICAL CLINIC SJRMC BARKMAN 102 LLANO ST AZTEC NM 87410 MEDICAL CLINIC SJRMC ENDOSCOPY 950 W PINON FARMINGTON NM 87401 MEDICAL CLINIC SAN JUAN REGIONAL REHABILITATION UNIT 525 S SCHWARTZ AVE FARMINGTON NM 87401 INPATIENT REHABILITATION SJRMC CARDIOLOGY 407 S SCHWARTZ SUITE 202 FARMINGTON NM 87401 MEDICAL CLINIC SJRMC INTERNAL MEDICINE 407 S SCHWARTZ SUITE 201 FARMINGTON NM 87401 MEDICAL CLINIC SAN JUAN NEURODIAGNOSTIC CENTER 407 S SCHWARTZ SUITE 101 FARMINGTON NM 87401 MEDICAL CLINIC SAN JUAN PEDIATRICS 407 S SCHWARTZ SUITE 102 FARMINGTON NM 87401 MEDICAL CLINIC FOUR CORNERS NEUROSURGERY 407 S SCHWARTZ SUITE 101 FARMINGTON NM 87401 MEDICAL CLINIC SJRMC MIDWIFERY CLINIC 655 WEST PINON FARMINGTON NM 87401 MEDICAL CLINIC OUTPATIENT BEHAVIORAL HEALTH CLINIC 555 S SCHWARTZ FARMINGTON NM 87401 MEDICAL CLINIC SJR WOUND CARE CENTER 4251 ENGLISH ROAD FARMINGTON NM 87402 MEDICAL CLINIC SJR CANCER TREATMENT CENTER 731 W ANIMAS STREET FARMINGTON NM 87401 MEDICAL CLINIC SJRMC OUTPATIENT DIAGNOSTIC CENTER 2300 E 30TH STREET BLDG C FARMINGTON NM 87401 MEDICAL CLINIC SJRMC EMS STATION- MEDIC #1 730 S LAKE STREET FARMINGTON NM 87401 MEDICAL CLINIC SJRMC EMS STATION- MEDIC #2 901 W BROADWAY BLOOMFIELD NM 87412 MEDICAL CLINIC SJRMC EMS STATION- MEDIC #3 212 S OLIVER STREET AZTEC NM 87410 MEDICAL CLINIC SJRMC EMS STATION- MEDIC #4 4 CR 6360 KIRTLAND NM 87117 MEDICAL CLINIC SJRMC EMS STATION- MEDIC #5 3800 ENGLISH ROAD FARMINGTON NM 87402 MEDICAL CLINIC SJRMC EMS STATION- MEDIC #6 2015 E 16TH STREET FARMINGTON NM 87401 MEDICAL CLINIC SJRMC EMS STATION- MEDIC #7 727 W Animas Farmington NM 87401 MEDICAL CLINIC Schedule H, Part I, Line 3c DESCRIPTION OF ADDITIONAL CRITERIA USED IN DETERMINING ELIGIBILITY FOR FINANCIAL ASSISTANCE: IN ADDITION TO THE FEDERAL POVERTY GUIDELINES SJRMC ALSO CONSIDERS THE PATIENT ASSET LEVEL, MEDICAL INDIGENCY, INSURANCE STATUS, UNDERINSURANCE STATUS AND RESIDENCY. Schedule H, Part V INADVERTENT AND MINOR ERRORS RELATED TO 501(R) COMPLIANCE DURING THE PREPARATION OF THE 2023 FORM 990, THE ORGANIZATION WAS ALERTED TO AN INADVERTENT AND MINOR ERROR OF NOT HAVING UPDATED THE PROVIDER LISTING ON A QUARTERLY BASIS. PRIOR TO FILING THE 2023 FORM 990, THE ORGANIZATION HAS RESOLVED THE DEFICIENCIES THROUGH THE FOLLOWING ACTION ITEMS: - PROVIDER LIST, INCLUDING THOSE COVERED AND NOT COVERED BY THE HOSPITAL'S FINANCIAL ASSISTANCE POLICY HAS BEEN COMPLETED AND IS AVAILABLE ON THEIR WEBSITE AT THE FOLLOWING LOCATION: HTTPS://WWW.SANJUANREGIONAL.COM/UPLOAD/DOCS/PATIENT%20AND%20VISITORS/FORMS/FINANCIAL%20ASSISTANCE%20(ENG)/ENGLISH/05-25ENGLISH%20COVERED%20AND%20NON-COVERED%20PROVIDERS.PDF A PAPER COPY OF THE LISTING IS ALSO AVAILABLE AT THE HOSPITAL'S REGISTRATION DESK. THE PROVIDER LIST IS REVIEWED AND UPDATED ON A QUARTERLY BASIS. IN ORDER TO ENSURE COMPLIANCE IN THE FUTURE, THE ORGANIZATION HAS IMPLEMENTED THE FOLLOWING PROCEDURES: - DURING QUARTER FINANCIAL CLOSE, STAFF WILL REVIEW WEBSITE LOCATIONS AND MATERIALS AT THE REGISTRATION DESK TO ENSURE ALL REQUIRED DOCUMENTS, APPLICATIONS, AND POLICIES ARE AVAILABLE ELECTRONICALLY AND IN PAPER FORMAT. - DURING QUARTER FINANCIAL CLOSE, THE PROVIDER LISTING WILL BE REVIEW AND UPDATED, INCLUDING AN UPDATED TIME AND DATE STAMP. - THE ORGANIZATION WILL CONTINUE TO IMPROVE LINES OF COMMUNICATIONS WITH THOSE RESPONSIBLE FOR WEBSITE MAINTENANCE AND PATIENT ACCOUNTS TO ENSURE THAT STAFF UNDERSTAND THE REQUIREMENTS OUTLINED IN THE 501(R) REGULATIONS AGB COMMUNITY HOSPITAL ASSOCIATION INADVERTENTLY DID NOT CALCULATE THEIR AGB. AGB IS REQUIRED TO BE CALCULATED ONCE A YEAR, AND THIS INADVERTENT AND MINOR ERROR OCCURRED IN FISCAL YEARS 2019-2024. THE INADVERTENT AND MINOR ERROR WAS DISCOVERED IN MARCH OF 2025 DURING THE PAID PREPARERS REVIEW FORM 990. THE HOSPITAL CORRECTED THIS MINOR AND INADVERTENT ERROR BY RECALCULATING AGB FOR FISCAL YEARS 2019-2024 IN ACCORDANCE WITH THE LOOK-BACK METHOD BASED ON CLAIMS ALLOWED BY MEDICARE FEE-FOR-SERVICE AND ALL PRIVATE HEALTH INSURERS THAT PAY CLAIMS TO THE HOSPITAL FACILITY. THE AGB CALCULATION FOR 2024 HAS BEEN UPDATED AND ALL PERIODS FROM 2019-2024 HAVE BEEN ANALYZED AND NO PATIENT WHO WAS ELIGIBLE FOR FINANCIAL ASSISTANCE HAS BEEN CHARGED MORE THAN AGB. Schedule H, Part I, Line 7 Costing Methodology used to calculate financial assistance THE ORGANIZATION USED A COST-TO-CHARGE RATIO FOR LINES 7A - 7C. THE COST-TO-CHARGE RATIO WAS DERIVED FROM WORKSHEET 2, RATIO OF PATIENT CARE COST-TO-CHARGES. THE INFORMATION FOR LINES 7E - 7I WAS DERIVED FROM INFORMATION IN THE GENERAL LEDGER AND OTHER FINANCIAL DATA RELATED SPECIFICALLY TO THE VARIOUS TYPES OF COMMUNITY BENEFITS. Schedule H, Part III, Line 2 Bad debt expense - methodology used to estimate amount THE HOSPITAL HAS ADOPTED THE NEW REVENUE RECOGNITION STANDARD ASU 2014-09. UNDER ASU 2014-09, THE ESTIMATED AMOUNTS DUE FROM PATIENTS FOR WHICH THE HOSPITAL DOES NOT EXPECT TO BE ENTITLED OR COLLECT FROM THE PATIENTS ARE CONSIDERED IMPLICIT PRICE CONCESSIONS AND EXCLUDED FROM THE HOSPITAL'S ESTIMATION OF THE TRANSACTION PRICE OR REVENUE RECORDED. BAD DEBT EXPENSE WAS NOT SIGNIFICANT TO THE AUDITED FINANCIAL STATEMENTS FOR THE YEAR ENDED JUNE 30, 2024. HOWEVER, THE HOSPITAL INTERNALLY TRACKS BAD DEBT EXPENSE CONSISTENT WITH HISTORICAL PRACTICES AND THAT AMOUNT HAS BEEN REPORTED ON SCHEDULE H, PART III, SECTION A, LINE 2. Schedule H, Part III, Line 3 Bad Debt Expense Methodology THE AMOUNT ON LINE 3 IS AN ESTIMATE BASED ON MANAGEMENT'S BELIEF OF THE PERCENTAGE OF ADDITIONAL FINANCIAL ASSISTANCE COST IF THE PATIENTS WOULD COMPLETE THE FINANCIAL ASSISTANCE APPLICATION. SJRMC IS USING SAN JUAN COUNTY'S POPULATION POVERTY PERCENTAGE FROM THE 2023 COMMUNITY HEALTH NEEDS ASSESSMENT, WHICH THIS AMOUNT IS CURRENTLY ESTIMATED AS 23.5%, WHICH IS INCLUDED IN OUR BAD DEBT. Schedule H, Part III, Line 9b Collection practices for patients eligible for financial assistance SAN JUAN REGIONAL MEDICAL CENTER'S (SJRMC) POLICY ON PATIENT ACCOUNT COLLECTIONS STATES SJRMC WILL NOT ATTEMPT TO COLLECT FROM A PATIENT WHO IS APPLYING FOR THE SAN JUAN COUNTY INDIGENT FUND AS LONG AS THE PATIENT IS COOPERATING WITH THE APPLICATION PROCESS. THE POLICY ALSO STATES SJRMC WILL NOT COLLECT FROM A PATIENT APPLYING FOR THE COMMUNITY SERVICE FUND (FINANCIAL ASSISTANCE) AS LONG AS THE PATIENT IS COOPERATING WITH THE APPLICATION PROCESS. Schedule H, Part V, Section B, Line 16a FAP website 1 - SAN JUAN REGIONAL MEDICAL CENTER: Line 16a URL: HTTPS://WWW.SANJUANREGIONAL.COM/ENGLISHFORMS; Schedule H, Part V, Section B, Line 16b FAP Application website 1 - SAN JUAN REGIONAL MEDICAL CENTER: Line 16b URL: HTTPS://WWW.SANJUANREGIONAL.COM/ENGLISHFORMS; Schedule H, Part V, Section B, Line 16c FAP plain language summary website 1 - SAN JUAN REGIONAL MEDICAL CENTER: Line 16c URL: HTTPS://WWW.SANJUANREGIONAL.COM/ENGLISHFORMS; Schedule H, Part VI, Line 2 Needs assessment NEEDS ASSESSMENT: A COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) IS CONDUCTED BY SAN JUAN REGIONAL MEDICAL CENTER TO DETERMINE THE HEALTH NEEDS FOR SAN JUAN COUNTY AND THE FOUR CORNERS REGION AS PERCEIVED BY THOSE SERVED BY THE HOSPITAL.THE CHNA IS CONDUCTED VIA TELEPHONE SURVEYS IN BOTH ENGLISH AND SPANISH, INTERVIEWS CONDUCTED WITH NATIVE AMERICAN RESPONDENTS, KEY SHAREHOLDERS IN THE PROVISION OF HEALTH CARE IN SAN JUAN COUNTY, AND A SERIES OF FOCUS GROUPS. THE SURVEY IS ALSO SHARED WITH KEY COMMUNITY GROUPS IN A SERIES OF OPEN FORUMS. THE MOST RECENT CHNA OCCURRED IN CY 2023 (FY 2023). THE NEEDS WHICH WERE IDENTIFIED FROM THIS SURVEY INCLUDE: ACCESS TO HEALTH CARE SERVICES, CANCER, DIABETES, HEART DISEASE & STROKE, MENTAL HEALTH, RESPIRATORY DISEASE, AND SUBSTANCE USE. OTHER AT-RISK POPULATIONS (THOSE WITH UNDERLYING HEALTH CONDITIONS) WERE ALSO SEVERELY IMPACTED. AS A HEALTHCARE LEADER IN SAN JUAN COUNTY, SJRMC SHOULD BE A CATALYST IN ADDRESSING HEALTH DISPARITIES AND BE PART OF SOLUTIONS TO MAKE POSITIVE IMPACTS ON SOCIAL DETERMINANTS OF HEALTH. THE SAN JUAN REGIONAL MEDICAL CENTER BOARD OF DIRECTORS AND HOSPITAL ADMINISTRATION CONDUCTS THE SURVEY FOR THE PURPOSE OF DETERMINING HOW BEST TO DIRECT RESOURCES TO IMPROVE THE HEALTH OF THE FOUR CORNERS WITH THREE GOALS IN MIND -TO IMPROVE RESIDENTS' HEALTH STATUS, INCREASE THEIR LIFE SPANS, AND ELEVATE THEIR OVERALL QUALITY OF LIFE - TO REDUCE HEALTH DISPARITIES AMONG RESIDENTS BY IDENTIFYING POPULATION SEGMENTS WHO ARE MOST AT-RISK FOR VARIOUS DISEASES AND INJURIES. INTERVENTION PLANS AIMED AT TARGETING THESE INDIVIDUALS ARE ALSO DEVELOPED TO COMBAT SOME OF THE SOCIO-ECONOMIC FACTORS WHICH HAVE HISTORICALLY HAD A NEGATIVE IMPACT ON RESIDENTS' HEALTH - TO INCREASE ACCESSIBILITY TO PREVENTATIVE SERVICES FOR ALL COMMUNITY RESIDENTS, MORE ACCESSIBLE PREVENTIVE SERVICES WILL PROVE BENEFICIAL IN ACCOMPLISHING THE FIRST GOAL (IMPROVING HEALTH STATUS, INCREASING LIFE SPANS, AND ELEVATING QUALITY OF LIFE), AS WELL AS LOWERING THE COSTS ASSOCIATED WITH CARING FOR LATE-STAGE DISEASES RESULTING FROM A LACK OF PREVENTIVE CARE. Schedule H, Part VI, Line 3 Patient education of eligibility for assistance PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE: SAN JUAN REGIONAL MEDICAL CENTER EMPLOYS A NUMBER OF FINANCIAL COUNSELORS AND CUSTOMER SERVICE REPRESENTATIVES WHO WORK ALONGSIDE PATIENTS TO HELP THEM NAVIGATE THEIR PAYMENT, BILLING AND ASSISTANCE OPTIONS. INFORMATION IS DISSEMINATED TO PATIENTS THROUGH ONLINE AND PAPER RESOURCES LOCATED THROUGHOUT THE HOSPITAL. A WIDELY DISTRIBUTED BROCHURE TITLED PAYING FOR HOSPITAL SERVICES AT SAN JUAN REGIONAL MEDICAL CENTER IS SPECIFICALLY DESIGNED TO HELP PATIENTS UNDERSTAND THEIR HOSPITAL BILL AND INFORM THEM OF THEIR OPTIONS FOR PAYMENT AND ASSISTANCE INCLUDING INFORMATION ON THE AVAILABILITY OF INDIAN HEALTH SERVICE ASSISTANCE, CASH DISCOUNTS, BILL REDUCTION THROUGH A COMMUNITY SERVICE FUND, SPECIAL FUNDS THROUGH THE SAN JUAN COUNTY INDIGENT FUND, OR MEDICAL HARDSHIP WAIVERS. THE HOSPITAL'S VISION IS TO BE KNOWN AS THE MOST PERSONALIZED QUALITY HEALTHCARE PROVIDER. SAN JUAN REGIONAL MEDICAL CENTER IS ALSO A VALUES-DRIVEN ORGANIZATION WITH A CENTURY OF SERVICE TO THE FOUR CORNERS REGION- DRIVEN BY A SIMPLE, YET POWERFUL PRINCIPLE, DO THE RIGHT THING FOR THE PATIENT,NO MATTER WHAT. AN INTEGRAL PART OF THIS SACRED TRUST THE COMMUNITY HAS IN ITS HOSPITAL IS ENSURING THAT NO PATIENT FEELS ALONE AND DISCONNECTED DURING AND AFTER THEIR TREATMENT. THEREFORE, IT IS IN THE SPIRIT OF THE HOSPITAL'S VISION AND MISSION TO ENSURE THAT PATIENTS RECEIVE A HIGH LEVEL OF ASSISTANCE WHEN FIGURING OUT THEIR BILL AND OPTIONS. NOT ONLY DOES THE HOSPITAL HAVE FINANCIAL COUNSELORS TO EDUCATE ITS PATIENTS, IT HAS AN IN-HOUSE MEDICAL ADVOCACY SERVICE FOR HEALTHCARE PROGRAM (MASH) FOR SELF-PAY INDIVIDUALS. THROUGH THE MASH PROGRAM, PATIENT ADVOCATES STAND HAND-IN-HAND WITH PATIENTS TO EXPLORE EVERY POSSIBILITY OF ASSISTANCE POLICY. Schedule H, Part VI, Line 4 Community information COMMUNITY INFORMATION: SAN JUAN REGIONAL MEDICAL CENTER SERVES THE FOUR CORNERS REGION OF THE UNITED STATES, WHICH IS MOSTLY RURAL. THE HOSPITAL IS LOCATED IN THE REGION'S LARGEST CITY AND ONLY METROPOLITAN AREA, WHICH IS FARMINGTON, NEW MEXICO. OTHER CITIES IN THE REGION INCLUDE CORTEZ AND DURANGO IN COLORADO, MONTICELLO AND BLANDING IN UTAH, KAYENTA AND CHINLE IN ARIZONA, AND SHIPROCK, AZTEC, AND BLOOMFIELD IN NEW MEXICO. THIS REGION ALSO INCLUDES THE NAVAJO NATION. STATISTICS GATHERED FOR THE HOSPITAL'S COMMUNITY NEEDS ASSESSMENT IN 2023 FOR SAN JUAN COUNTY (POPULATION 122,912)- WHICH IS THE PRINCIPAL COUNTY SERVED BY SAN JUAN REGIONAL MEDICAL CENTER- INDICATE THE FOLLOWING POPULATION CHARACTERISTICS: MEN 49.3%, WOMEN 50.7%, AGES 18 AND UNDER 26.4%, AGES 65+ 14.9%, WHITE 47% AMERICAN INDIAN AND ALASKA NATIVE 39.1% HISPANIC 21.4%. THE MEDIAN HOUSEHOLD INCOME FOR SAN JUAN COUNTY IS $56,045. Schedule H, Part VI, Line 5 Promotion of community health PROMOTION OF COMMUNITY HEALTH: IN THE CONSTANT EFFORT TO MEET COMMUNITY NEEDS, SJRMC SEEKS TO IMPROVE PHYSICIAN ACCESS THROUGH A VIGOROUS RECRUITING PROGRAM AND TO PROVIDE COMMUNITY EDUCATION AND MANY OTHER COMMUNITY BENEFIT PROGRAMS. Schedule H, Part VI, Line 7 State filing of community benefit report NM true SEXUAL ASSAULT SERVICES 622 W MAPLE STE H FARMINGTON NM 87401 203187125 501(C)(3) 64020 PROGRAM SUPPORT OF SEXUAL ASSAULT Presbyterian Medical Services Sobering House 1615 Ojo Court Farmington NM 87401 850206810 501(c)3 444767 PROGRAM SUPPORT 2 0 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. ORGANIZATION'S PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS: EVENT FUNDING/SPONSORSHIP REQUEST GUIDELINES: SAN JUAN REGIONAL MEDICAL CENTER (SJRMC) RECOGNIZES THE VALUE OF COMMUNITY PARTNERSHIPS AND, ON A LIMITED BASIS, OFFERS SUPPORT TO ITS COMMUNITY PARTNERS BY SHARING OUR RESOURCES INCLUDING THE TIME AND TALENT OF OUR PHYSICIANS AND EMPLOYEES, AS WELL AS OUR FINANCIAL AND IN-KIND SUPPORT. SAN JUAN REGIONAL MEDICAL CENTER HAS ESTABLISHED CRITERIA TO ENSURE ALIGNMENT WITH OUR MISSION AND TO ALLOW US TO STRATEGICALLY FOCUS OUR LIMITED RESOURCES IN ORDER TO MAXIMIZE THEIR IMPACT. SPONSORSHIP REQUESTS ARE EVALUATED BASED ON, BUT NOT LIMITED TO, THE FOLLOWING CRITERIA: - ALIGNMENT WITH SJRMC'S MISSION TO PERSONALIZE HEALTHCARE AND CREATE ENTHUSIASM AND VITALITY IN HEALING - ALIGNMENT AND OPPORTUNITY TO PROMOTE STRATEGIC SERVICE LINES AND BUSINESS OBJECTIVES- COMMUNITY AND NEIGHBORHOOD DEVELOPMENT - MAGNITUDE OF IMPACT AND REACH (NUMBER OF INDIVIDUALS SERVED) - DEPTH AND BREADTH OF PARTNERSHIP WITH REQUESTING ORGANIZATION. X X X X false true false false false false false true false David Devitre Chief of Staff 582605 0 23761 0 810 0 11614 0 37765 0 656555 0 0 0 MELANIA YEATS PHYSICIAN 486245 0 35716 0 2322 0 34047 0 21267 0 579597 0 0 0 JASON ROUNDS CEO 609209 0 28822 0 1518 0 5473 0 19914 0 664936 0 0 0 JOHN MAYER CFO 409361 0 0 0 19815 0 32767 0 27063 0 489006 0 18573 0 ROBERT UNDERWOOD CHIEF MEDICAL OFFICER 433559 0 0 0 27610 0 39161 0 37192 0 537522 0 24046 0 RUTH BROOKS ACCREDITATION AND PROF SERVICE 349500 0 1000 0 32031 0 31205 0 20788 0 434524 0 28467 0 KAMMIE MONARCH CHIEF NURSING OFFICER 294546 0 0 0 3414 0 10324 0 11008 0 319292 0 0 0 Neil Teatsorth Chief Human Resources Officer 192389 0 31000 0 2056 0 0 0 11462 0 236907 0 0 0 FARAZ SANDHU PHYSICIAN 985648 0 704232 0 810 0 5376 0 37894 0 1733960 0 0 0 Kaitlyn McIntyre PHYSICIAN 721015 0 96759 0 451 0 0 0 4111 0 822336 0 0 0 DANIEL MANNAS PHYSICIAN 717276 0 52986 0 486 0 11636 0 30649 0 813033 0 0 0 Brad Greenberg PHYSICIAN 766949 0 750 0 810 0 11552 0 37893 0 817954 0 0 0 Thomas Villareal PHYSICIAN 763461 0 0 0 608 0 12719 0 35852 0 812640 0 0 0 Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan SUPPLEMENTAL NONQUALIFIED PLAN: SAN JUAN REGIONAL MEDICAL CENTER (SJRMC) HAS A 457(F) DEFERRED COMPENSATION PLAN THAT ALLOWS CERTAIN EXECUTIVES TO CONTRIBUTE MONEY ON A PRE-TAX BASIS INTO INVESTMENTS AND TO ACCUMULATE TAX-DEFERRED EARNINGS. THE FOLLOWING PRE-TAX CALENDAR YEAR 2023 CONTRIBUTIONS TO THE 457(F) PLAN ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (C) AS DEFERRED COMPENSATION: $19,580 - JASON ROUNDS $22,500 - JOHN MAYER $22,500 - Ruth Brooks $22,500 - Robert Underwood Schedule J, Part I, Line 7 Non-fixed payments EXPLANATION OF NON-FIXED PAYMENTS: MANAGEMENT INCENTIVE PLAN - SJRMC HAS A SENIOR MANAGEMENT INCENTIVE COMPENSATION PLAN FOR SELECTED SENIOR MANAGEMENT POSITIONS. AN AWARD TARGET IS ESTABLISHED FOR EACH PARTICIPANT. PERFORMANCE IS BASED ON EIGHT GOALS, TWO OF WHICH ARE HOSPITAL EXCESS OF REVENUES OVER EXPENSES PERCENTAGE AND TOTAL HOSPITAL EARNINGS. THE AWARD IS A PERCENTAGE OF BASE PAY IF CERTAIN TARGETS ARE MET. PHYSICIAN INCENTIVE PLAN - PHYSICIANS INCENTIVES ARE PERFORMANCE BASED AND RELATIVE VALUE UNITS ARE USED AS A MEASURE. Schedule J, Part II, Column (F) DESCRIPTION OF COMPENSATION REPORTED IN A PRIOR PERIOD: THE AMOUNTS LISTED IN COLUMN F ARE THE ACCRUAL PAYOUTS OF THE 457(F) PLAN THAT LINE 4B DISCUSSES. THE AMOUNTS IN COLUMN F ARE THE ACCRUALS FROM PRIOR YEARS THAT ARE PAID OUT IN 2023. 18,573 - John Mayer 28,467 - RUTH BROOKS 24,046 - Robert Underwood A New Mexico Hospital Equipment Loan Council 840426875 647370JW6 2020-09-24 41882678 Hospital System Refunding and Improvements false false false A 9376270 41882678 41882678 2023 true false false true A false false false false 0.0 false false true A false false true false false false false false true A true Form 990, Part VI, Line 6 FORM 990. PART VI, SECTION A, LINE 6, 7A & 7B CLASSES OF MEMBERS OR STOCKHOLDERS: SAN JUAN REGIONAL MEDICAL CENTER (SJRMC) IS A COMMUNITY-GOVERNED HOSPITAL. THE HOSPITAL CORPORATION IS AN ADVISORY BODY COMPOSED OF TWO REPRESENTATIVES FROM ABOUT 90 NON-PROFIT ORGANIZATION MEMBERS IN SAN JUAN COUNTY. AFTER TEN YEARS OF SERVICE AS A REPRESENTATIVE, AN INDIVIDUAL MAY BE DESIGNATED BY THE CORPORATION AS A SENIOR CORPORATE DELEGATE AND SHALL NO LONGER BE CONSIDERED TO BE THE REPRESENTATIVE OF THE MEMBER ORGANIZATION. THE MEMBER ORGANIZATION MAY THEN DESIGNATE ANOTHER REPRESENTATIVE IN ADDITION TO THE SENIOR CORPORATE DELEGATE. THE HOSPITAL CORPORATION MEETS QUARTERLY AT THEIR ANNUAL MEETING, IN WHICH THEY NOMINATE AND ELECT NINE VOTING MEMBERS TO SJRMC'S BOARD OF DIRECTORS. OF THE NINE, THREE MUST BE ELECTED FROM THE MEMBER REPRESENTATIVES OR SENIOR CORPORATE DELEGATES. IN ADDITION TO THE NINE ELECTED DIRECTORS, THE SJRMC CHIEF OF THE STAFF AND VICE CHIEF OF STAFF AND A HOSPITAL AUXILIARY APPOINTEE ALSO SERVE AS SJRMC DIRECTORS FOR A TOTAL OF TWELVE VOTING MEMBERS OF THE BOARD OF DIRECTORS. TWO THIRDS OF THE MEMBERS CAN REMOVE A DIRECTOR FROM THE BOARD. THE MEMBERS ALSO APPROVE AMENDMENTS TO THE GOVERNING DOCUMENTS. Form 990, Part VI, Line 4 Significant changes to organizational documents In FY24, SJRMC revised its bylaws regarding board composition, voting privileges, and restricted long-term investments: - The Chief of the Medical Staff and the Vice Chief of the Medical Staff hold non-voting positions. - The immediate past Chair serves as an advisory, non-voting Director for successive one-year terms if their term as a Director expires at the same time as their term as Chair. - Notwithstanding anything herein to the contrary, an eighty percent (80%) supermajority vote of the Board is required to determine whether extraordinary circumstances exist such that the corpus of such restricted long-term investments may be accessed to fund Corporation activities. Form 990, Part VI, Line 11b Review of form 990 by governing body PROCESS TO REVIEW THE FORM 990: THE FORM 990 IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM BASED ON DATA PROVIDED BY MANAGEMENT. A DRAFT COPY OF THE 990 IS PROVIDED TO MANAGEMENT FOR REVIEW AND A MEETING IS CONDUCTED BY THE ACCOUNTING FIRM TO REVIEW THE RETURN IN DETAIL. ANY QUESTIONS ARE ADDRESSED AND ANY NECESSARY CHANGES ARE MADE TO THE RETURN. THE FINAL DRAFT OF THE FORM 990 IS REVIEWED BY THE CFO. AFTER FILING, A BRIEF EDUCATION SESSION IS CONDUCTED BY THE ACCOUNTING FIRM TO DISCUSS THE HIGHLIGHTS OF THE FORM TO THE BOARD. THE FINAL DRAFT OF THE FORM 990 IS THEN PROVIDED TO EACH BOARD MEMBER. Form 990, Part VI, Line 12c Conflict of interest policy PROCESS FOR MONITORING COMPLIANCE WITH CONFLICT-OF-INTEREST POLICY: SAN JUAN REGIONAL MEDICAL CENTER HAS A CONFLICT-OF-INTEREST POLICY THAT EACH BOARD MEMBER, OFFICER AND KEY EMPLOYEE IS REQUIRED TO FILL OUT ON AN ANNUAL BASIS. THIS CONFLICT-OF-INTEREST POLICY SPECIFICALLY ASKS QUESTIONS REGARDING BUSINESS AND PERSONAL RELATIONSHIPS THAT THEY MAY HAVE WITH ANY OTHER BOARD MEMBER, OFFICER AND KEY EMPLOYEE OF ANY BUSINESS THAT DEALS WITH SAN JUAN REGIONAL MEDICAL CENTER OR ANY OF ITS AFFILIATES. IF A CONFLICT IS IDENTIFIED, IT MUST BE REPORTED TO THE COMPLIANCE OFFICER, AND IF IT CONSTITUTES A BREACH OF EMPLOYMENT, IT MAY LEAD TO DISCIPLINARY ACTION. Form 990, Part VI, Line 15a Process to establish compensation of top management official DESCRIBE PROCESS FOR DETERMINING COMPENSATION: THE BOARD OF DIRECTORS FOR SAN JUAN REGIONAL MEDICAL CENTER USES THE FOLLOWING COMPARABILITY DATA WHEN DETERMINING THE COMPENSATION FOR THE CEO AND SENIOR MANAGEMENT. REGIONAL/LOCAL AREA NOT-FOR-PROFIT HEALTHCARE ORGANIZATIONS OF COMPARABLE SIZE, NATIONAL NOT-FOR-PROFIT HEALTHCARE ORGANIZATIONS OF COMPARABLE SIZE, AND OTHER RELEVANT COMPARATORS (EG, FOR PROFIT HEALTHCARE AND/OR GENERAL INDUSTRY ORGANIZATIONS) OF COMPARABLE SIZE AND COMPLEXITY. ADDITIONALLY, THE BOARD BI-ANNUALLY HAS AN INDEPENDENT OUTSIDE FIRM COMPARE THE CEO'S, AND OTHER OFFICER'S COMPENSATION WITH OTHER HEALTHCARE ORGANIZATIONS TO REMAIN COMPETITIVE. THE PROCESS WAS LAST COMPLETED IN 2024 BY TOWERS WATSON. THE PROCESS IS DOCUMENTED IN THE BOARD MINUTES WHEN PRESENTED TO THE INDIVIDUALS. Form 990, Part VI, Line 19 Required documents available to the public GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC: SAN JUAN REGIONAL MEDICAL CENTER MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. Form 990, Part VIII, Line 2f Other Program Service Revenue - Total Revenue: 0, Related or Exempt Function Revenue: 0, Unrelated Business Revenue: 0, Revenue Excluded from Tax Under Sections 512, 513, or 514: 0; Form 990, Part IX, Line 11g Other Fees CONSULTING - Total Expense: 25555929, Program Service Expense: 22750078, Management and General Expenses: 2805851, Fundraising Expenses: ; contract medical professionals - Total Expense: 33020186, Program Service Expense: 29394814, Management and General Expenses: 3625372, Fundraising Expenses: ; Directorship Fees - Total Expense: 4000, Program Service Expense: 3561, Management and General Expenses: 439, Fundraising Expenses: ; contract physician - Total Expense: 22500, Program Service Expense: 20030, Management and General Expenses: 2470, Fundraising Expenses: ; Transcription Services - Total Expense: 121078, Program Service Expense: 107785, Management and General Expenses: 13293, Fundraising Expenses: ; Billing & Collection Fees - Total Expense: 1509902, Program Service Expense: 1344126, Management and General Expenses: 165776, Fundraising Expenses: ; Form 990, Part XI, Line 9 Other changes in net assets or fund balances NET INCOME RECOGNIZED FROM GRANTOR TRUST STATEMENT - 1534570; FORM 990, PART I, LINE 6 VOLUNTEERS: SJRMC HAS A TOTAL OF 78 VOLUNTEERS THAT PROVIDE SERVICE TO THE FOLLOWING AREAS: ADMINISTRATIVE SUPPORT, CANCER TREATMENT CENTER, CARDIAC REHABILITATION, COURIER/PATIENT TRANSPORT, CRAFTY CREATIONS, DIETARY, GIFT MARKET, INFORMATION DESK, MAIL CALL, MEDICAL RECORD AND AUXILIARY MEMBERSHIP. SJRMC: HAS AN ADDITIONAL 10 VOLUNTEER BOARD MEMBERS INCLUDED IN THE TOTAL VOLUNTEER COUNT. PNE HOLDINGS LLC 999 17th Street Suite 800 Denver CO 80202 873915257 HOLDING COMPANY CO 0 0 SJRMC PNE REAL ESTATE LLC 999 17TH STREET SUITE 800 DENVER CO 80202 873939285 REAL ESTATE CO 0 4684283 PNE HOLDINGS LLC San Juan Holding Clinic LLC 801 West Maple Street Farmington NM 87401 920319862 HOLDING COMPANY NM SJRMC SAN JUAN HEALTH PARTNERS INC 801 WEST MAPLE STREET FARMINGTON NM 87401 272367549 HEALTHCARE NM 501(c)(3) 3 SJRMC true AUXILIARY OF SAN JUAN REGIONAL MED CTR 801 WEST MAPLE STREET FARMINGTON NM 87401 237164296 HOSPITAL SUPPORT NM 501(c)(3) NA false SAN JUAN REGIONAL REHABILITATION HOSPITAL 525 SOUTH SCHWARTZ AVE FARMINGTON NM 87401 850441767 HEALTHCARE NM 501(c)(3) 3 SJRMC true San Juan Regional Kidney Care LLC 301 S Lake Street Farmington NM 87401 873888709 HEALTHCARE NM San Juan Holding Clinic LLC N/A SJR HOLDING COMPANY INC 801 W MAPLE STREET FARMINGTON NM 87401 201126483 SUPPORT SVCS NM SJRMC C Corporation 1811958 3282623 1.0000 true false false false false false false false false false false false false false true true false false false false SJR HOLDING COMPANY INC S 428947 INTERCO AMOUNT