2022-05-10T11:13:43-05:00 2021-06-30 BKD LLP 111 South Tejon Suite 800 Colorado Springs CO 809039848 990 2020-07-01 850127924 SAN JUAN REGIONAL MEDICAL CENTER % JEFF BOURGEOIS SANJ 5056096114 801 WEST MAPLE STREET FARMINGTON NM 87401 JOHN MAYER CFO 5056096114 2022-05-10 true JOHN MAYER 999009999 Adam R Smith CPA P00958966 7194714290 2 2020 2022-09-23 18:48:47Z JEFF BOURGEOIS CEO 801 WEST MAPLE STREET FARMINGTON NM 87401 414896582 false X WWW.SANJUANREGIONAL.COM X 1953 NM SAN JUAN REGIONAL MEDICAL CENTER'S MISSION IS TO PERSONALIZE HEALTH CARE AND CREATE ENTHUSIASM AND VITALITY IN HEALING. 12 11 2112 11 0 18053856 29066938 288140989 310958647 9031863 24436325 2181184 3218911 317407892 367680821 64020 64020 0 0 160858036 173390837 0 0 0 140588761 145208037 301510817 318662894 15897075 49017927 408833080 485066114 123798931 148230790 285034149 336835324 X SAN JUAN REGIONAL MEDICAL CENTER'S MISSION IS TO PERSONALIZE HEALTH CARE AND CREATE ENTHUSIASM AND VITALITY IN HEALING. true false 296604565 64020 311139965 ALL ACTIVITY IS DIRECTLY RELATED TO PROVIDING PATIENT MEDICAL SERVICES AND QUALITY HEALTH CARE TO THE COMMUNITY AND SURROUNDING RURAL AREAS. SEE SCHEDULE O FOR OVERVIEW AND PROGRAMS. 296604565 true true false true false 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 true false true false false false false true true true false true 58 0 2112 true false false false false false false false false false false false false X 12 11 false false false false true true false true true false false true true true true true true true true false NM X JEFF BOURGEOIS 5056096110 801 WEST MAPLE STREET FARMINGTON NM 87401 X FARAZ SANDHU PHYSICIAN 40.0 0.0 X 1823264 0 38575 DOMINIC CANNELLA PHYSICIAN 40.0 0.0 X 783447 0 20553 PAUL DAVIS PHYSICIAN 40.0 0.0 X 772199 0 27199 JEFF BOURGEOIS CEO 38.0 2.0 X 718171 0 69433 DANIEL MANNAS PHYSICIAN 40.0 0.0 X 703333 0 27551 JONATHAN JONES PHYSICIAN 40.0 0.0 X 701818 0 25251 DAMON KALICH MD CHIEF OF STAFF 40.0 0.0 X 554875 0 25367 MELANIE YEATS PHYSICIAN 40.0 0.0 X 494484 0 19010 ROBERT UNDERWOOD CHIEF MEDICAL OFFICER 40.0 0.0 X 395741 0 55700 SUZANNE SMITH CHIEF NURSING OFFICER 40.0 0.0 X 419920 0 29756 RUTH BROOKS-VPQUALITY ACCREDITATION AND PROF SERVICE 40.0 0.0 X 375996 0 30447 JOHN MAYER CFO 38.0 2.0 X 287406 0 18616 BRUCE GLADE DIRECTOR 6.0 0.0 X 0 0 0 EILEEN WHITE DIRECTOR - AUXILIARY 6.0 8.0 X 0 0 0 JAMES SPENCE MD DIRECTOR 6.0 0.0 X 0 0 0 JASON LUCAS DO VICE CHIEF OF STAFF 6.0 0.0 X 0 0 0 JEFF HOWLE DIRECTOR 6.0 0.0 X 0 0 0 JOHN BYROM DIRECTOR 6.0 0.0 X 0 0 0 RONALD ROSEN CHAIRPERSON 6.0 0.0 X X 0 0 0 SHERRY GALLOWAY 1ST VICE CHAIRMAN 6.0 0.0 X X 0 0 0 TERRI FORTNER SECRETARY 6.0 6.0 X X 0 0 0 TONY ATKINSON TREASURER 6.0 0.0 X X 0 0 0 HYLA CALCOTE DIRECTOR 6.0 0.0 X 0 0 0 8030654 0 387458 194 true true false ARAMARK 12483 COLLECTIONS CENTER DRIVE CHICAGO IL 60693 HOUSEKEEPING SERVICE 772986 MIDLAND CAPITAL RESOURCES 5020 BOB BILLINGS RESOURCES LAWRENCE KS 66049 COLLECTIONS 1060809 FOUR CORNERS DIAYLYSIS PO BOX 784791 PHILADELPHIA PA 19178 RENAL DIALYSIS 1063925 QUEST DIAGNOSTICS 3924 COLLECTION CENTER DRIVE CHICAGO IL 60693 LAB TESTING 1152338 CERNER CORPORATION 2800 ROCKCREEK PARKWAY NORTH KANSAS CITY MO 64117 INFORMATION TECH 14786831 7 5536282 23341869 188787 5536282 29066938 NET PATIENT SERVICE REVENUE 621110 314484217 314484217 OTHER PROGRAM SERVICE REVENUE 621110 1883227 1883227 EQUITY IN SJR REHAB & SJR HOLDING 900099 -5516032 -5516032 PROGRAM RELATED RENTAL INCOME 531120 107235 107235 310958647 15316333 15316333 0 0 41763 41763 0 41763 41763 56245397 90356 47215761 9029636 90356 9119992 9119992 0 0 0 0 0 0 0 0 0 OTHER REVENUE 722514 2886856 181318 2705538 CAFETERIA 900099 682635 682635 LOSS ON EXTINGUISHMENT OF DEBT 900099 -392343 -392343 3177148 367680821 311139965 27473918 64020 64020 0 0 0 0 0 2544220 2544220 0 207063 199245 7818 141812948 136726215 5086733 2281283 2125279 156004 18179022 16949813 1229209 8366301 7795178 571123 0 557486 33971 523515 116348 116348 63893 63893 0 710031 710031 25724900 21898195 3826705 521424 154158 367266 48095956 44846042 3249914 16995204 15634757 1360447 0 2876311 2767963 108348 70703 47323 23380 0 553777 499061 54716 1534281 1416887 117394 0 20700276 19123938 1576338 4661602 4368890 292712 MEDICAL SUPPLIES 14243081 14243081 EQUIPMENT RENT & MAINTENANCE 3456719 3456719 0 RENT & LEASES 4326045 4253830 72215 318662894 296604565 22058329 0 41810690 69344783 0 0 0 0 38269082 38698071 0 0 0 0 337498 1209135 4698676 5622427 2781656 3226841 385544879 254853907 134557636 130690972 155059129 199013106 4571215 5858557 6803272 0 0 0 19944226 31402222 408833080 485066114 47358364 44551612 0 0 5306212 2621946 19917359 39585182 0 0 0 0 20614415 16807026 0 0 30602581 44665024 123798931 148230790 X 285034149 336835324 0 0 285034149 336835324 408833080 485066114 X 49017927 4613293 -1830045 X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false true 63893 false false 63893 false Schedule C, Part II-B, Line 1g 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 06/30/21 WAS $15,893. 8092297 8092297 186202325 106224495 79977830 89427 89427 0 160629383 136929528 23699855 30531447 11610457 18920990 130690972 Insurance Receivable 24607000 Operating Leases 6795222 31402222 0 MALPRACTICE LIABILITY 33633000 BOND INTEREST PAYABLE 136804 Due to Medicare/Medicaid 4121595 Operating Lease Liability 6773625 44665024 372123398 4613293 1659329 6272622 365850776 1830045 1830045 367680821 319140008 477114 477114 318662894 318662894 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 2D REVENUE ON BOOKS, NOT ON RETURN: 1,266,986 - RECLASS OF FIXED ASSETS NOT ON BOOKS 392,343 - LOSS ON EXTINGUISHMENT OF DEBT 1,659,329 - TOTAL SCHEDULE D, PART XI, LINE 4B REVENUE ON RETURN, NOT ON BOOKS: 1,830,045 INCOME FROM GRANTOR TRUST SCHEDULE D, PART XII, LINE 2D EXPENSE ON BOOKS, NOT ON RETURN: 392,343 - LOSS ON EXTINGUISHMENT OF DEBT 84,771 - DEPRECIATION EXPENSE 477,114 - TOTAL true true X true X true X true true true false false 2009245 2009245 0.00630 104222743 80370022 23852721 0.07480 2048399 1481271 567127 0.00180 108280387 81851293 26429093 0.08290 1178 723678 723678 0.00230 63 3242394 3242394 0.01020 167431 63547604 13191238 50356366 0.15790 64020 64020 0.00020 168672 67577696 13191238 54386458 0.17060 168672 175858083 95042531 80815551 0.25350 true 5469638 1263486 72954945 65980503 6974442 X true true 1 1 SAN JUAN REGIONAL MEDICAL CENTER 801 WEST MAPLE STREET FARMINGTON NM 87401 WWW.SANJUANREGIONAL.COM 6291 X X 1 SAN JUAN REGIONAL MEDICAL CENTER 1 false false true X X X X X X X X X 20 true true false true X SEE PART V, SECTION C FOR URL X true 20 true SEE PART V, SECTION C FOR URL false true X 200. 400. X X X X X true true X X X X true X PART V, SECTION C FOR URL X PART V, SECTION C FOR URL X PART V, SECTION C FOR URL 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 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 IN MANY CASES, SEVERAL REPRESENTATIVES FROM EACH ORGANIZATION PARTICIPATED. SCHEDULE H, PART V, SECTION B, LINE 6A THE CHNA WAS CONDUCTED WITH SAN JUAN REGIONAL REHABILITATION HOSPITAL. SCHEDULE H, PART V, SECTION B, LINE 7A direct url for community health needs assessment on hospital's website: https://www.sanjuanregional.com/upload/docs/About%20Us/Community%20Reinves tment/2020chna.PDF SCHEDULE H, PART V, SECTION B, LINE 10A direct url for implementation strategy is on hospital's website: https://www.sanjuanregional.com/community-assessment SCHEDULE H, PART V, SECTION B, LINE 11 BASED ON THE SECONDARY DATA, SURVEYS, INTERVIEWS AND SUMMIT PRIORITIZATION, THE SJRMC BOARD APPROVED THE FOLLOWING IDENTIFIED NEEDS 1. DIABETES a. DIABETES EDUCATION PARTICIPANTS FY21-24 b. HIRED ENDOCRINOLOGIST IN APRIL 2021 2. OBESITY a. OBESITY WAS AN EMPHASIS OF WELL-CHECK VISIST BY SJHP PEDIATRIC PROVIDERS 3. MENTAL HEALTH a. SAN JUAN COUNTY MENTAL WELLNESS RESOURCE CENTER MOVED INTO SPACE NOVEMBER 2020. INFORMATION SHARED WITH PUBLIC AND ALL CASE MANAGERS, SO THEY ARE AWARE OF THIS SERVICE. SAN JUAN COUNTY COMMUNITY HEALTH AND SOCIAL SERVICES DIRECTOR, LIZA GOMEZ, RELOCATED TO MENTAL WELLNESS RESOURCE CENTER MARCH 2021 TO IMPROVE COORDINATION OF SJC'S MENTAL WELLNESS SERVICES AND EXPANSION OF SJC'S COMMUNITY HEALTH SERVICES. b. ROBERTA ROGERS CONTINUALLY ATTEND SAN JUAN SAFE COMMUNITIES MEETINGS. VICTOR VALDEZ REGULARLY ATTENDS SAN JUAN COUNTY MENTAL HEALTH TASK FORCE MEETINGS. SUMMARIES ARE SHARED WITH STAKEHOLDERS AT SJRMC. c. BARBARA CHARLES AND SUZANNE SMITH ATTEND MENTAL HEALTH TASKFORCE VIA THE NMHA (MENTAL HEALTH SPOKE OF SAN JUAN COUNTY PARTNERSHIP) 4. SUBSTANCE USE DISORDER a. SOBERING HOUSE PARTNERSHIP WITH SAN JUAN COUNTY AND PRESBYTERIAN MEDICAL CENTER 5. ACCESS TO CARE a. SAN JUAN PARTNERS FAMILY MEDICINE OPENED JANUARY 4, 2021 TO MEET THE PRIMARY CARE NEEDS OF THOSE WITHOUT AN ESTABLISHED PRIMARY CARE PROVIDER b. COVID TO HOME PROGRAM DETAILS HERE c. LOW COST BLOOD SCREENING TO ASSIST THOSE WITHOUT INSURANCE (524 PARTICIPANTS IN FY 21) d. FLU CLINIC PARTICIPANTS FY21-449 IT IS NOT POSSIBLE, FROM A FINANCIAL OR HUMAN RESOURCE STANDPOINT TO ADDRESS ALL THE ISSUES IN THE CHNA, THEREFORE WE CHOSE THE TOP ISSUES THAT WE FELT WE COULD IMPACT. THE NEEDS NOT BEING ADDRESSED IS POVERTY. DISEASE AND SUICIDE PREVENTION. SCHEDULE H, PART V, SECTION B, LINE 16A-16C WEBSITE URL WHERE YOU CAN FIND THE FAP, FAP APPLICATION FORM, AND PLAIN LANGUAGE SUMMARY OF THE FAP: http://www.sanjuanregional.com/upload/docs/About%20Us/Community%20Reinvest ment/2020%20CHNA%20Report%2001.2021%20a.pdf SCHEDULE H, PART V, SECTION B, LINE 17 WEBSITE URL WHERE YOU CAN FIND THE FAP: https://www.sanjuanregional.com/upload/docs/Forms/Financial Assistance (Eng)/English/English Financial Assistance Policy.pdf 26 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 #2 902 W BROADWAY BLOOMFIELD NM 87412 MEDICAL CLINIC SJRMC EMS STATION- MEDIC #3 484 S OLIVER STREET AZTEC NM 87410 MEDICAL CLINIC SJRMC EMS STATION- MEDIC #4 4 CR 3660 KIRTLAND NM 87117 MEDICAL CLINIC SJRMC EMS STATION- MEDIC #5 3782 ENGLISH ROAD FARMINGTON NM 87402 MEDICAL CLINIC SJRMC EMS STATION- MEDIC #6 2014 E 16TH STREET FARMINGTON NM 87401 MEDICAL CLINIC 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 301 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 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 I, LINE 7 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 I, LINE 7G SAN JUAN REGIONAL MEDICAL CENTER (SJRMC) PROVIDES NUMEROUS SUBSIDIZED HEALTH SERVICES TO THE COMMUNITY. INCLUDED IN THE SUBSIDIZED SERVICES ARE FREESTANDING PHYSICIAN CLINICS WHICH ALLOW SJRMC TO BRING IN MORE SPECIALTIES AND BETTER SERVE THE COMMUNITY. THE NEAREST CITY THAT WOULD HAVE SIMILAR SERVICES THAT THE CLINICS OFFER WOULD BE ABOUT AN HOUR AWAY. THERE ARE SOME INDEPENDENTLY OWNED CLINICS WITHIN THIS COMMUNITY, BUT HAVE VERY STRINGENT GUIDELINES ON WHICH PATIENTS THEY WILL TAKE. THE TOTAL COSTS RELATED TO THE PHYSICIAN CLINICS INCLUDED ON LINE 7G ARE $42,301,740 WITH DIRECT OFFSETTING REVENUE OF $2,775,931, RESULTING IN A NET COMMUNITY BENEFIT EXPENSE OF $39,525,809. SCHEDULE H, PART III, SECTION A, LINE 2 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, 2021. 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, SECTION A, LINE 3 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 PERCANTAGE FROM THE 2020 COMMUNNITY HEALTH NEEDS ASSESSMENT, WHICH THIS AMOUNT IS CURRENTLY ESTIMATED AS 23.1%, WHICH IS INCLUDED IN OUR BAD DEBT. SCHEDULE H, PART III, SECTION A, LINE 4 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, 2021. 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, SECTION C, LINE 9B 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 VI, LINE 2 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 2020 (FY 2020). THE NEEDS WHICH WERE IDENTIFIED FROM THIS SURVEY INCLUDE: - DIABETES - OBESITY - MENTAL HEALTH - SUBSTANCE USE DISORDER - ACCESS TO CARE - DEVELOP ACTIONABLE STEPS TO ADDRESS LOCAL HEALTH DISPARITIES OUR EXPERIENCE WITH THE LOCAL IMPACT OF THE COVID-19 PANDEMIC, HIGHLIGHTED A DISPROPORTIONATE IMPACT ON THE LOCAL NATIVE AMERICAN POPULATIONS. 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 SCHEDULE H, PART VI, LINE 3 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 INDIGNANT 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: 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 2020 FOR SAN JUAN COUNTY (POPULATION 136,560)- WHICH IS THE PRINCIPAL COUNTY SERVED BY SAN JUAN REGIONAL MEDICAL CENTER- INDICATE THE FOLLOWING POPULATION CHARACTERISTICS: MEN 49.6%, WOMEN 50.4%, AGES 18 AND UNDER 23.1%, AGES 65+ 13.8%, WHITE 47% AMERICAN INDIAN AND ALASKA NATIVE 40% HISPANIC 21%. THE MEDIAN HOUSEHOLD INCOME FOR SAN JUAN COUNTY IS $46,996. SCHEDULE H, PART VI, LINE 5 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. IN FISCAL YEAR 2021, SAN JUAN REGIONAL MEDICAL CENTER PROVIDED BENEFITS TO THE INDIGENT AND BROADER COMMUNITY OF OVER $4,963,630. SCHEDULE H, PART VI, LINE 6 DESCRIPTION OF AFFILIATED HEALTHCARE SYSTEM: THE AFFILIATED HEALTHCARE SYSTEM INCLUDES SAN JUAN REGIONAL MEDICAL CENTER (SJRMC) AND SAN JUAN REGIONAL REHABILITATION HOSPITAL (SJRRH). - SJRMC SERVES THE COMMUNITY AS THE MAIN HOSPITAL FOR THE REGION. - SJRRH SERVES THE COMMUNITY AS A REHABILITATION HOSPITAL. true SEXUAL ASSAULT SERVICES 622 W MAPLE STE H FARMINGTON NM 87401 203187125 501(C)(3) 64020 program support 1 Schedule I, Part I, Question 2 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 DAMON KALICH MD CHIEF OF STAFF 500339 0 53996 0 540 0 4814 0 20553 0 580242 0 JEFF BOURGEOIS CEO 575867 0 138740 0 3564 0 38744 0 30689 0 787604 0 JOHN MAYER CFO 261355 0 25000 0 1051 0 18616 0 0 0 306022 0 FARAZ SANDHU PHYSICIAN 845066 0 977658 0 540 0 8886 0 29689 0 1861839 0 DANIEL MANNAS PHYSICIAN 644618 0 58229 0 486 0 4962 0 22589 0 730884 0 JONATHAN JONES PHYSICIAN 660748 0 40260 0 810 0 4698 0 20553 0 727069 0 DOMINIC CANNELLA PHYSICIAN 779883 0 0 0 3564 0 0 0 20553 0 804000 0 PAUL DAVIS PHYSICIAN 768635 0 0 0 3564 0 7539 0 19660 0 799398 0 SUZANNE SMITH CHIEF NURSING OFFICER 367219 0 50379 0 2322 0 16907 0 12849 0 449676 0 147344 RUTH BROOKS-VPQUALITY ACCREDITATION AND PROF SERVICE 264097 0 76791 0 35108 0 17598 0 12849 0 406443 0 31632 ROBERT UNDERWOOD CHIEF MEDICAL OFFICER 326119 0 67300 0 2322 0 25011 0 30689 0 451441 0 MELANIE YEATS PHYSICIAN 492742 0 500 0 1242 0 6161 0 12849 0 513494 0 SCHEDULE J, PART I, LINE 4B 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 2020 contributions to the 457(F) plan are included in schedule J, Part II, column (C) as deferred compensation: Suzanne Smith $11,857 Jeff Bourgeois $31,199 Ruth Brooks $14,122 Robert Underwood $18,027 John Mayer $16,576 Schedule J, Part I, line 7 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 bonuses that line 7 discusses. The amounts in column f are the accruals from 2019 calendar year that are paid out in 2020. $147,344 - Suzanne Smith $ 31,632 - Ruth Brooks A NEW MEXICO HOSPITAL EQUIPMENT LOAN COUNCIL 850426875 647370KLS 2020-09-24 41882678 REFUNDING AND IMPROVEMENT REVENUE false false false A 1765656 0 41882678 0 0 0 0 0 0 0 28806156 13076522 true false false false A false false false false 0 false false false true A false true false false false false 0 false 0 false true A true Eric Buffington See Part V 161738 employee pay false Schedule L, Part IV, Line 1(B) Description of Relationship between Interested Person: Family Member of Former Officer X fair market value false true false Schedule M, Part I, Column B Non-cash contributions: The number in column (b) represents the number of contributions received. FORM 990, PART III, LINE 2 SAN JUAN REGIONAL MEDICAL CENTER RECEIVED MOST OF SAN JUAN REGIONAL REHABILITATION HOSPITAL'S ASSETS A RELATED ORGANIZATION. SAN JUAN REGIONAL MEDICAL CENTER NOW OPERATES AN INPATIENT REHABILIATION DEPARTMENT. FORM 990, PART I, LINE 6 VOLUNTEERS: SJRMC HAS A TOTAL OF 11 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 RECORDS AND AUXILIARY MEMBERSHIP. FORM 990, PART III, LINE 4A Program Service cont. 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 heal 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. FORM 990, PART VI, SECTION A, LINE 6 & 7A 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. FORM 990, PART VI, SECTION B, LINE 11B 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 PROVIDED TO THE AUDIT COMMITTEE ALONG WITH A BRIEF EDUCATION SESSION CONDUCTED BY THE ACCOUNTING FIRM TO DISCUSS THE HIGHLIGHTS OF THE FORM. THE FINAL DRAFT OF THE FORM 990 IS THEN PROVIDED TO EACH BOARD MEMBER PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C 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, SECTION B, LINE 15A & 15B 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 2021 BY TOWERS WATSON. THE PROCESS IS DOCUMENTED IN THE BOARD MINUTES WHEN PRESENTED TO THE INDIVIDUALS. FORM 990, PART VI, SECTION C, LINE 19 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 XI, LINE 9 DESCRIPTION OF OTHER CHANGE IN NET ASSETS, (1,830,045) - NET INCOME RECOGNIZED FROM GRANTOR TRUST STATEMENT SAN JUAN HEALTH PARTNERS INC 801 WEST MAPLE STREET FARMINGTON NM 87401 272367549 HEALTHCARE NM 501(C)(3) LINE 3 SJRMC true SAN JUAN REGIONAL REHABILITATION HOSP 525 SOUTH SCHWARTZ AVE FARMINGTON NM 87401 850441767 HEALTHCARE NM 501(C)(3) LINE 3 SJRMC true AUXILIARY OF SAN JUAN REGIONAL MED CTR 801 WEST MAPLE STREET FARMINGTON NM 87401 237164296 HOSP SUPPORT NM 501(C)(3) LINE 12C NA false SJR HOLDING COMPANY INC 801 W MAPLE STREET FARMINGTON NM 87401 201126483 SUPPORT SVCS NM SJRMC C-CORP 1802936 5858455 1.00000 true false false true false false false false false false false false false false true true false true false true SAN JUAn REGIONAL REHABILITATION HOSPITAL C 5536282 INTERCO AMOUNT SJR HOLDING COMPANY INC S 1287236 INTERCO AMOUNT