2021-05-03T15:43:24-05:00 2020-06-30 410746749 CLIFTONLARSONALLEN LLP 10700 NORTHUP WAY SUITE 200 BELLEVUE WA 98004 990 2019-07-01 850397444 SOUTHWEST CARE CENTER SOUT 5059898200 PO BOX 6880 SANTA FE NM 875026880 MICHAEL ADAMS CEO 5059898200 2021-04-29 1 KURT BENNION CPA P01469618 4252506100 2019 2022-09-23 18:48:47Z MICHAEL ADAMS PO BOX 6880 SANTA FE NM 875026880 51886962 0 X WWW.SOUTHWESTCARE.ORG X 1990 NM TO IMPROVE THE HEALTH OF PEOPLE LIVING IN THE CULTURALLY DIVERSE COMMUNITIES OF NORTHERN NEW MEXICO. 11 11 227 40 0 0 2948699 3067478 41102490 45628887 766061 754112 -1475 91661 44815775 49542138 1617965 2028396 0 0 18566026 18759326 0 0 18161 28384130 29739851 48568121 50527573 -3752346 -985435 16070957 19383835 3485048 8323777 12585909 11060058 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 45331068 2028396 45628887 SOUTHWEST CARE CENTER PROVIDES COMPREHENSIVE CARE, RESEARCH, EDUCATION, PREVENTION AND SUPPORT FOR SERVICES TO PEOPLE IN NEW MEXICO. SEE OUR WEBSITE (SOUTHWESTCARE.ORG/ABOUT-US/DONATE/) FOR MORE INFORMATION ABOUT OUR HISTORY AND SERVICES. 45331068 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 1 226 0 227 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 0 0 NM X JASON SANCHEZ 5059898200 PO BOX 6880 SANTA FE NM 875026880 DR SARAH FATLAND CMO (THROUGH APRIL 2020) 50.00 X 323211 0 14096 JANET KIRK PHYSICIAN 36.00 X 262225 0 33388 MICHAEL CHARTRAND PHYSICIAN 40.00 X 259177 0 21659 DAVID KING PHYSICIAN 40.00 X 244710 0 32761 LAURA DWYER PHYSICIAN 20.00 X 246819 0 30634 JEFF THOMAS CEO (THROUGH APRIL 2020) 60.00 X 213854 0 37981 JESSE GABRIEL PHYSICIAN 40.00 X 217820 0 8357 ERIC GARRISON CFO (THROUGH MAY 2020) 50.00 X 182368 0 29240 BRIANNA HARRAND PHARMACY DIRECTOR 40.00 X 154911 0 17755 JASON SANCHEZ CFO 50.00 X 16329 0 2347 KRISTINE DRUMMOND CEO 60.00 X 0 0 0 MARY ANN SHAENING PHD CHAIR 1.00 X X 0 0 0 JUANITA THORNE-CONNERTY VICE CHAIR & DIRECTOR 1.00 X X 0 0 0 DREW LAMPRICH VICE CHAIR 1.00 X X 0 0 0 JIM COLOMBO TREASURER 1.00 X X 0 0 0 ROXANNE APPLE SECRETARY (THROUGH MAY 2020) 1.00 X X 0 0 0 MARY VAN SICKLE DIRECTOR & SECRETARY 1.00 X X 0 0 0 LUIS CARRASCO DIRECTOR 1.00 X 0 0 0 MARCIA COOPER DIRECTOR 1.00 X 0 0 0 GREGG HARTNETT DIRECTOR (THROUGH MAY 2020) 1.00 X 0 0 0 ETHEL HESS DIRECTOR 1.00 X 0 0 0 BERNIE LIEVING DIRECTOR (THROUGH NOV 2019) 1.00 X 0 0 0 RICHARD MARTINEZ DIRECTOR 1.00 X 0 0 0 MARC TUPLER DIRECTOR 1.00 X 0 0 0 SALLY ANNE WAITE DIRECTOR 1.00 X 0 0 0 2121424 0 228218 32 0 1 0 WORKDAY INC 6110 STONEBRIDGE MALL ROAD PLEASANTON CA 94588 ACCOUNTING SOFTWARE & SERVICES 977362 ECLINICAL WORKS 2 TECHNOLOGY DRIVE WESTBOROUGH MA 01581 MEDICAL SOFTWARE & BILLING 366486 LOCUM TENENSCOM LLC 2655 NORTHWINDS PARKWAY ATLANTA GA 30009 TEMPORARY PROVIDER SERVICES 273363 ATHENAHEALTH INC 311 ARSENAL STREET WATERTOWN MA 02472 MEDICAL SOFTWARE & BILLING 150282 THE POINT GROUP 5949 SHERRY LANE SUITE 1800 DALLAS TX 75225 ADVERTISING & WEB DESIGN SERVICES 127009 6 3013492 53986 3067478 PHARMACY SALES 621400 41297205 41297205 HEALTH CARE SERVICES 621400 3717389 3717389 MEDICAL RESEARCH 621400 614293 614293 45628887 63130 63130 3035806 2344824 690982 690982 690982 MISCELLANEOUS INCOME 900099 91661 91661 91661 49542138 45628887 0 845773 2028396 2028396 1077136 339100 730228 7808 13144843 11746985 1397858 1242896 1032573 210323 2485316 2241288 244028 809135 809135 41632 41632 37195 37195 1637760 768251 869509 259701 2480 257221 292481 206360 86121 776041 305490 470551 978820 569219 409601 63305 47651 15654 13079 2726 10353 13067 13067 788569 621928 166641 236649 138668 97981 PHARMACEUTICALS 24063436 24063436 REPAIRS & MAINTENANCE 174915 174243 672 MINOR EQUIPMENT 156214 43319 112895 STAFF EDUCATION 59737 48097 11640 147250 131382 15868 50527573 45331068 5178344 18161 535049 6213949 220573 308489 220051 266169 3530910 3416058 729522 607791 499609 675104 7902875 2733915 5403947 5168960 4917027 2713046 14269 14269 16070957 19383835 3137569 3226559 0 4295501 347479 801717 3485048 8323777 X 12540805 11016427 45104 43631 12585909 11060058 16070957 19383835 -985435 -540416 0 X 0 1 X 1 1 1 X 2381404 2125120 2939445 2948699 3067478 13462146 38840104 35357372 40733329 41102490 45628887 201662182 85205 57718 142923 41306713 37540210 43672774 44051189 48696365 215267251 0 0 0 215267251 80952 119899 142129 151696 63130 557806 80952 119899 142129 151696 63130 557806 133437 15137 68265 60717 91661 369217 41521102 37675246 43883168 44263602 48851156 216194274 0.99570 0.99540 0.00260 0.00260 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 402826 0 71088 331738 0 100000 100000 3733293 1174575 2558718 1741040 748157 992883 1049434 702120 347314 1279108 109063 1170045 5168960 X 49068265 -540416 148710 30751 -360955 49429220 37195 75723 112918 49542138 50592643 148710 148710 50443933 37195 46445 83640 50527573 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 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 2D - OTHER ADJUSTMENTS: NET ASSETS RELEASED FROM RESTRICTION 30,751. PART XI, LINE 4B - OTHER ADJUSTMENTS: CONTRIBUTIONS WITH DONOR RESTRICTIONS 29,278. BAD DEBT EXPENSE 46,445. PART XII, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT EXPENSE 46,445. 1 0 0 RYAN WHITE PROGRAM ASSISTANCE 497 1283392 HOPWA 350 745004 PART I, LINE 2: SOUTHWEST CARE CENTER PROVIDES FINANCIAL ASSISTANCE TO INDIVIDUALS AS PART OF GOVERNMENT ASSISTANCE PROGRAMS. ALL ASSISTANCE IS PAID DIRECTLY TO THE BUSINESS THAT THE INDIVIDUAL OWES. AMOUNTS ARE NEVER GIVEN DIRECTLY TO THE INDIVIDUAL. X 1 1 X X X X X 0 0 0 0 0 0 0 0 0 DR SARAH FATLAND CMO (THROUGH APRIL 2020) 293211 0 30000 0 0 0 12928 0 1168 0 337307 0 0 0 JANET KIRK PHYSICIAN 232525 0 29700 0 0 0 5194 0 28194 0 295613 0 0 0 MICHAEL CHARTRAND PHYSICIAN 229177 0 30000 0 0 0 2346 0 19313 0 280836 0 0 0 DAVID KING PHYSICIAN 215010 0 29700 0 0 0 10663 0 22098 0 277471 0 0 0 LAURA DWYER PHYSICIAN 218199 0 28620 0 0 0 10945 0 19689 0 277453 0 0 0 JEFF THOMAS CEO (THROUGH APRIL 2020) 213854 0 0 0 0 0 9787 0 28194 0 251835 0 0 0 JESSE GABRIEL PHYSICIAN 217820 0 0 0 0 0 7781 0 576 0 226177 0 0 0 ERIC GARRISON CFO (THROUGH MAY 2020) 182368 0 0 0 0 0 1046 0 28194 0 211608 0 0 0 BRIANNA HARRAND PHARMACY DIRECTOR 154911 0 0 0 0 0 6698 0 11057 0 172666 0 0 0 PART I, LINE 1A THE ORGANIZATION PROVIDES UP TO $45 PER MONTH FOR ALL EMPLOYEES ATTENDING A FITNESS CLUB. TO RECEIVE THE REIMBURSEMENT, THE EMPLOYEE MUST PROVE THAT THEY'RE ATTENDING AT LEAST 12 TIMES PER MONTH. THIS BENEFIT IS PROVIDED ON A REIMBURSEMENT BASIS AND IS NOT INCLUDED IN THE EMPLOYEE'S TAXABLE INCOME. FORM 990, PART VI, SECTION A, LINE 1 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 FORM 990 WAS REVIEWED BY THE CFO AND CEO, THEN BY THE FINANCE COMMITTEE, THEN REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS PRIOR TO FILING. 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 THE CEO'S COMPENSATION IS EVALUATED ANNUALLY BY THE BOARD OF DIRECTORS, USING A MARKET ANALYSIS PREPARED BY AN INDEPENDENT THIRD PARTY. THE OTHER OFFICERS AND KEY EMPLOYEES' COMPENSATION IS EVALUATED BY THE CEO, USING A MARKET ANALYSIS PREPARED BY AN INDEPENDENT THIRD PARTY. THE PROCESS IS CONTEMPORANEOUSLY DOCUMENTED. THE PROCESS LAST OCCURED IN AUGUST 2020. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION'S FORM 990 IS AVAILABLE UPON REQUEST. IT 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.