2022-11-28T13:04:49-06:00 2022-06-30 410746749 CLIFTONLARSONALLEN LLP 8390 EAST CRESCENT PARKWAY SUITE 300 GREENWOOD VILLAGE CO 80111 990 2021-07-01 850397444 SOUTHWEST CARE CENTER SOUT 5059898200 PO BOX 6880 SANTA FE NM 875026880 MICHAEL ADAMS CEO 5059898200 2022-11-27 1 MICHAEL ADAMS XXX-XX-XXXX SARAH HINTZ P00492291 3037795710 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z MICHAEL ADAMS PO BOX 6880 SANTA FE NM 875026880 55001298 0 X WWW.SOUTHWESTCARE.ORG X 1990 NM TO IMPROVE THE HEALTH OF PEOPLE LIVING IN THE CULTURALLY DIVERSE COMMUNITIES OF NORTHERN NEW MEXICO. 9 9 207 40 0 0 8106520 4590105 46892757 49982981 285418 169422 104091 129790 55388786 54872298 1914614 2124352 0 0 16285928 15278155 0 0 20631 30192349 33065368 48392891 50467875 6995895 4404423 21421534 24612553 2712991 2661089 18708543 21951464 X TO IMPROVE THE HEALTH OF PEOPLE LIVING IN THE CULTURALLY DIVERSE COMMUNITIES OF NORTHERN NEW MEXICO THROUGH ACCESS TO THE HIGHEST QUALITY HEALTH CARE, EDUCATION, RESEARCH AND ADVOCACY. 0 0 45413616 2124352 49982981 SCC IS A NONPROFIT HEALTH CENTER LOCATED IN SANTA FE AND BERNALILLO COUNTIES OF NORTHERN NEW MEXICO, AND PRIMARILY SERVES THE DIVERSE COMMUNITY OF SANTA FE AND SURROUNDING AREAS. SCC HAS BEEN PROVIDING HIV/AIDS CARE AND PRIMARY MEDICAL SERVICES TO PATIENTS ACROSS THE LIFECYCLE FOR MORE THAN TWO DECADES. SERVICES INCLUDE A RANGE OF PREVENTIVE, CLINICAL, CHRONIC DISEASE, AND OTHER SERVICES. MORE THAN HALF (53.9%) OF SERVICE AREA RESIDENTS ARE LOW-INCOME, LIVING AT OR BELOW 200% OF THE FEDERAL POVERTY GUIDELINE (FPG). SCC IS PASSIONATELY COMMITTED TO ENSURING THAT PATIENT ACCESS TO SERVICES IS EQUALLY APPLIED FOR ALL. FOR THOSE PATIENTS WITHOUT ANY KIND OF HEALTH INSURANCE, SUCH AS MEDICAID, MEDICARE AND PRIVATE INSURANCE, THE SLIDING FEE DISCOUNT PROGRAM (SFDP) IS SENSITIVELY ADMINISTERED TO ENSURE EQUAL ACCESS AND UNIFORMITY IN HOW IT IS APPLIED. SINCE ITS FOUNDING IN 1996 AS A CENTER OF EXCELLENCE FOR THE CARE AND TREATMENT OF PEOPLE LIVING WITH HIV, SCC HAS BEEN A TRUSTED SOURCE OF HEALTH CARE AND SUPPORT FOR SANTA FE AND ALBUQUERQUE'S LGBTQAI+ COMMUNITY.THROUGHOUT ITS HISTORY SCC HAS CHAMPIONED DIVERSITY, INCLUSION, AND RESPECT, CREATING A SAFE AND WELCOMING PLACE FOR A BROAD SPECTRUM OF PATIENTS, INCLUDING MANY WHO MIGHT FEEL UNCOMFORTABLE OR UNWELCOME IN MORE "TRADITIONAL" HEALTH CARE SETTINGS. THERE ARE FEW ALTERNATIVES FOR THESE PATIENTS, AND SCC ARE THE PREMIER PROVIDER OF LGBTQAI+ FRIENDLY HEALTHCARE IN SANTA FE AND NORTHERN NEW MEXICO. 45413616 1 1 0 0 0 0 0 0 1 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 174 0 1 207 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 0 0 NM X X JASON SANCHEZ 5059898200 PO BOX 6880 SANTA FE NM 875026880 DREW LAMPRICH CHAIR 1.00 X X 0 0 0 MARY VAN SICKLE CO-CHAIR (THRU 10/21) 1.00 X X 0 0 0 ETHEL HESS VICE CHAIR 1.00 X X 0 0 0 JOHN KORMANIK TREASURER 1.00 X X 0 0 0 SALLY ANNE WAITE SECRETARY 1.00 X X 0 0 0 LUIS CARRASCO DIRECTOR 1.00 X 0 0 0 MARCIA COOPER DIRECTOR (THRU 4/21) 1.00 X 0 0 0 DAVID KEATING DIRECTOR 1.00 X 0 0 0 ELIZABETH KOCH DIRECTOR 1.00 X 0 0 0 RICHARD MARTINEZ DIRECTOR (THRU 4/21) 1.00 X 0 0 0 DAVID RODRIQUEZ DIRECTOR 1.00 X 0 0 0 MARC TUPLER DIRECTOR (THRU 4/21) 1.00 X 0 0 0 DOUG WEITZEL DIRECTOR 1.00 X 0 0 0 DR KEVIN LOPEZ CMO 50.00 X 289080 0 21993 MICHAEL ADAMS CEO 60.00 X 208840 0 39374 JASON SANCHEZ CFO 50.00 X 142327 0 35283 BRIANNA HARRAND PHARMACY DIRECTOR 40.00 X 164395 0 33483 JESSE GABRIEL PHYSICIAN 40.00 X 258426 0 11199 JANET KIRK PHYSICIAN 40.00 X 221004 0 41946 DAVID KING PHYSICIAN 40.00 X 229217 0 32668 KEVIN VIGIL IT DIRECTOR 40.00 X 169590 0 12042 ERIC YOUNG PHARMACIST 40.00 X 153299 0 40884 1836178 0 268872 20 0 1 0 ATHENAHEALTH INC 311 ARSENAL STREET WATERTOWN MA 02472 MEDICAL SOFTWARE & BILLING 369047 WORKDAY INC 6110 STONEBRIDGE MALL ROAD PLEASANTON CA 94588 ACCOUNTING SOFTWARE & SERVICES 334090 ECLINICAL WORKS 2 TECHNOLOGY DRIVE WESTBOROUGH MA 01581 MEDICAL SOFTWARE & BILLING 178767 CLIFTONLARSONALLEN LLP 220 S 6TH ST STE 300 MINNEAPOLIS MN 55402 FINANCIAL AUDITING 123164 CCB TECHNOLOGY INC 2823 CARLISLE AVENUE RACINE WI 53404 DATA HOSTING & SOFTWARE 114105 6 4504201 85904 4590105 PHARMACY SALES 621400 45387992 45387992 HEALTH CARE SERVICES 621400 4591489 4591489 MEDICAL RESEARCH 621400 3500 3500 49982981 94873 94873 203549 125048 3952 78501 -3952 74549 74549 MISCELLANEOUS INCOME 900099 129790 129790 129790 54872298 49982981 0 299212 5000 5000 2119352 2119352 1048199 381216 658394 8589 11179496 9586208 1593288 271899 226057 45842 1903506 1575246 328260 875055 694952 180103 7782 7782 2980 2980 48262 48262 1402328 955044 447284 141357 183 141174 698358 493496 204862 401653 219801 181852 14265 5947 8318 8617 8617 707857 500823 207034 191600 88431 103169 PHARMACEUTICALS 26562482 26562482 LICENSES & DUES 1033768 404937 628831 PROGRAM SUPPLIES 955584 955584 CLINIC SUPPLIES 630224 630203 21 258251 8654 237555 12042 50467875 45413616 5033628 20631 7539319 6184396 209550 407111 496555 300954 3805226 3288670 652615 772026 383628 522858 10133357 3971120 4612120 6162237 3708252 6974301 14269 0 21421534 24612553 2458899 2598057 63032 254092 2712991 2661089 X 18673072 21951464 35471 0 18708543 21951464 21421534 24612553 4404423 -1161502 0 X X 0 1 X 1 1 1 X 2939445 2948699 3067478 8106520 4590105 21652247 40733329 41102490 45628887 46892757 49982981 224340444 43672774 44051189 48696365 54999277 54573086 245992691 0 0 0 245992691 142129 151696 63130 42605 94873 494433 142129 151696 63130 42605 94873 494433 68265 60717 91661 104091 129790 454524 43883168 44263602 48851156 55145973 54797749 246941648 0.99620 0.99630 0.00200 0.00230 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2017 AMOUNT: $ 68,265. 2018 AMOUNT: $ 60,717. 2019 AMOUNT: $ 91,661. 2020 AMOUNT: $ 104,091. 2021 AMOUNT: $ 129,790. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 331738 331738 0 150000 150000 7020976 3174127 3846849 2454457 796993 1657464 507924 507924 6162237 X 53747075 -1161502 148710 -1012792 54759867 48262 64169 112431 54872298 50504154 148710 148710 50355444 48262 64169 112431 50467875 PART IV, LINE 1B: THE STATE OF NEW MEXICO GIVES ANNUAL APPROPRIATIONS TO ITS COUNTIES TO SPEND FOR SPECIFIC PURPOSES. AS PART OF THIS PROGRAM, SANTA FE COUNTY PURCHASED EQUIPMENT THAT IS BEING HELD AND USED BY SOUTHWEST CARE CENTER BUT THAT IS NOT RECORDED IN ITS BALANCE SHEET. THIS EQUIPMENT IS STILL OWNED BY SANTA FE COUNTY AND IS RECORDED IN THE COUNTY'S BALANCE SHEET. PART X, LINE 2: THE ORGANIZATION QUALIFIES AS A TAX-EXEMPT CORPORATION DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION IS NOT A PRIVATE FOUNDATION, AND CONTRIBUTIONS TO THE ORGANIZATION QUALIFY AS CHARITABLE TAX DEDUCTIONS BY THE CONTRIBUTOR. THE ORGANIZATION FOLLOWS GUIDANCE IN THE INCOME TAX STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCEARTAIN TAX POSITIONS. THE APPLICATION OF THIS STANDARD HAS NO EFFECT ON THE ORGANIZATION'S FINANCIAL STATEMENTS. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS OR AWARE OF ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR EXCISE OR OTHER TAXES. PART XI, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT EXPENSE 59,169. GRANT EXPENSE NETTED WITH INCOME 5,000. PART XII, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT EXPENSE 59,169. GRANT EXPENSE NETTED WITH INCOME 5,000. 1 RYAN WHITE PROGRAM ASSISTANCE 630 1250000 N/A N/A HOPWA 378 869352 N/A N/A PART I, LINE 2: SCC MAINTAINS SPECIFIC GRANTS MANAGEMENT POLICIES AND PROCEDURES WHICH OUTLINE THE FISCAL, ADMINISTRATIVE AND OPERATIONAL OVERSIGHT PRACTICES FOR ALL AWARDED GRANTS. GRANTS APPLICATIONS ARE REVIEWED BY SCC LEADERSHIP TO ENSURE ALIGNMENT WITH THE MISSION AND VISION OF THE ORGANIZATION, ALONG WITH VALIDATING APPROPRIATE COST/BENEFIT IS CLEARLY UNDERSTOOD. 1 X X X X X 0 0 0 0 0 0 0 1 0 DR KEVIN LOPEZ CMO 275530 0 13550 0 0 0 7583 0 14410 0 311073 0 0 0 JESSE GABRIEL PHYSICIAN 225235 0 33191 0 0 0 10253 0 946 0 269625 0 0 0 JANET KIRK PHYSICIAN 215954 0 5050 0 0 0 5648 0 36298 0 262950 0 0 0 DAVID KING PHYSICIAN 217917 0 11300 0 0 0 5660 0 27008 0 261885 0 0 0 MICHAEL ADAMS CEO 208340 0 500 0 0 0 3836 0 35538 0 248214 0 0 0 BRIANNA HARRAND PHARMACY DIRECTOR 163895 0 500 0 0 0 6391 0 27092 0 197878 0 0 0 ERIC YOUNG PHARMACIST 152799 0 500 0 0 0 6307 0 34577 0 194183 0 0 0 KEVIN VIGIL IT DIRECTOR 169090 0 500 0 0 0 0 0 12042 0 181632 0 0 0 JASON SANCHEZ CFO 141827 0 500 0 0 0 2068 0 33215 0 177610 0 0 0 PART I, LINE 7 BONUSES FOR CERTAIN INDIVIDUALS ARE CALCULATED AS A PERCENTAGE OF THEIR TOTAL SALARY FOR PRODUCTIVITY PERFORMANCE (VISITS PER HOUR) AND A SMALLER PERCENTAGE OF THEIR SALARY VIA BONUS FOR PARTICIPATING IN SCC TRAININGS, QUALITY PROGRAMS AND STAFF ENGAGEMENT ACTIVITIES. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE IS COMPRISED OF THE OFFICERS OF THE BOARD, WITH THE CEO PARTICIPATING AS A NONVOTING MEMBER. THE EXECUTIVE COMMITTEE ACTS FOR THE ORGANIZATION DURING THE INTERIM PERIODS BETWEEN BOARD MEETINGS, IN EMERGENCY SITUATIONS, AND ACTS CONSISTENT WITH BOARD POLICIES AND/OR DIRECTION. THE EXECUTIVE COMMITTEE CANNOT AMEND THE BYLAWS, ELECT OR REMOVE BOARD MEMBERS, HIRE OR FIRE THE CEO, APPROVE OR CHANGE THE BUDGET, OR MAKE MAJOR STRUCTURAL DECISIONS. ALL ACTIONS BY THE EXECUTIVE COMMITTEE ARE RATIFIED AT THE NEXT BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 11B THE 990 WILL BE PREPARED BY THE INTERNAL FINANCE DEPARTMENT, ROUTED THROUGH THE BOARD OF DIRECTOR'S FINANCE SUB-COMMITTEE AND FINALLY APPROVED BY THE FULL SCC BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A CONFLICT OF INTEREST POLICY THAT APPLIES TO ALL BOARD MEMBERS, OFFICERS AND COMMITTEE MEMBERS WITH BOARD-DELEGATED POWERS. AN INDIVIDUAL WITH AN ACTUAL OR POSSIBLE CONFLICT DISCLOSES THAT FACT AND ALL MATERIAL FACTS TO THE BOARD OR COMMITTEE MEMBERS. AFTER DISCLOSURE, THAT INDIVIDUAL LEAVES THE MEETING WHILE ALL REMAINING BOARD OR COMMITTEE MEMBERS DETERMINE WHETHER A CONFLICT EXISTS. ASIDE FROM ANSWERING QUESTIONS AND PRESENTING FACTS, THE INTERESTED PERSON IS NOT PRESENT FOR DISCUSSIONS OR VOTES ON THE TRANSACTION. AFTER EVALUATING ALTERNATIVES THAT WOULD NOT INVOLVE A CONFLICT OF INTEREST, THE DISINTERESTED BOARD OR COMMITTEE MEMBERS VOTE ON WHETHER TO ENTER THE TRANSACTION. IF A PERSON FAILS TO DISCLOSE A CONFLICT OF INTEREST, THE BOARD OF COMMITTEE WILL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE MEASURES. EACH COVERED INDIVIDUAL COMPLETES AND SIGNS AN ANNUAL STATEMENT AGREEING TO FOLLOW THIS POLICY. FORM 990, PART VI, SECTION B, LINE 15A CEO COMPENSATION IS THE RESPONSIBILITY OF THE BOARD OF DIRECTORS. THIS IS DETERMINED THROUGH COMPENSATION ANALYSIS BY A THIRD PARTY FIRM HIRED SPECIFICALLY FOR THAT PURPOSE. ALL OTHER COMPENSATION IS MANAGED THROUGH THE HR DEPARTMENT WHICH CONDUCTS BI-ANNUAL MARKET REVIEWS. COMPENSATION ANALYSIS MAY ALSO BE CONDUCTED THROUGH A THIRD-PARTY FIRM, AS NEEDED. THIS PROCESS WAS LAST COMPLETED IN OCTOBER OF 2020. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION'S FORM 990 IS AVAILABLE UPON REQUEST, BUT CAN ALSO BE OBTAINED FROM THE NEW MEXICO ATTORNEY GENERAL'S WEBSITE OR AT WWW.GUIDESTAR.ORG. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATIONS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC. FORM 990, PART XII, LINE 2C: THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED.