2026-03-26T08:05:26-05:00 2025-06-30 410746749 CLIFTONLARSONALLEN LLP 600 WASHINGTON AVENUE SUITE 1800 ST LOUIS MO 63101 990 2024-07-01 850397444 SOUTHWEST CARE CENTER SOUT 5059898200 PO BOX 6880 SANTA FE NM 875026880 MICHAEL ADAMS CEO 5059898200 2026-03-23 1 1 STEPHANIE MCCARTHY P01805699 3149254300 2026-03-23 2024 2025-03-06 01:10:19Z MICHAEL ADAMS PO BOX 6880 SANTA FE NM 875026880 75706720 0 X WWW.SOUTHWESTCARE.ORG X 1990 NM TO IMPROVE THE HEALTH OF PEOPLE LIVING IN THE CULTURALLY DIVERSE COMMUNITIES OF NORTHERN NEW MEXICO. 10 10 195 14 0 0 3523623 3830864 61538307 63880366 570622 882093 216836 483839 65849388 69077162 2390172 3026515 0 0 15460627 15828232 0 0 0 42477645 43460558 60328444 62315305 5520944 6761857 39253134 48584632 5712119 7069365 33541015 41515267 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 55280701 3026515 63880366 SOUTHWEST CARE CENTER (SCC) IS A NONPROFIT HEALTH CENTER BASED IN SANTA FE, SERVING PATIENTS FROM 4 LOCATIONS IN SANTA FE AND BERNALILLO COUNTIES. SINCE 1996, SCC HAS BEEN PROVIDING HIV/AIDS CARE AND PRIMARY MEDICAL SERVICES, INCLUDING A RANGE OF PREVENTIVE, CLINICAL, CHRONIC DISEASE, AND OTHER SERVICES. SCC SEES ALL PATIENTS, REGARDLESS OF ABILITY TO PAY, INCLUDING THOSE WITH MEDICARE, MEDICAID, COMMERCIAL COVERAGE, AND UNINSURED AND UNDERINSURED. MORE THAN HALF OF SERVICE AREA RESIDENTS ARE LOW-INCOME, LIVING AT OR BELOW 200% OF THE FEDERAL POVERTY GUIDELINE. FOR PATIENTS WITHOUT HEALTH INSURANCE, A SLIDING FEE DISCOUNT PROGRAM (SFDP) IS ADMINISTERED TO ENSURE EQUAL ACCESS AND UNIFORMITY. THROUGHOUT ITS HISTORY SCC HAS CHAMPIONED DIVERSITY, (CONTINUED ON SCHEDULE O)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. 55280701 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 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 1 193 0 1 195 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 0 0 NM X MICHAEL ADAMS 5059898200 PO BOX 6880 SANTA FE NM 87502 X MICHAEL ADAMS CEO 60.00 X 329047 0 63105 DR KEVIN LOPEZ CMO 50.00 X 330137 0 46788 DR FAYNESSA HERNANDEZ PHYSICIAN 40.00 X 252314 0 42117 DR JANET KIRK PHYSICIAN 40.00 X 241990 0 49267 JASON SANCHEZ CFO 50.00 X 230931 0 59639 BRIANNA HARRAND PHARMACY DIRECTOR 40.00 X 192509 0 37618 JEREMY WESTERFIELD CLINICAL INFORMATICS DIRECTOR 40.00 X 171150 0 48391 DAVID GULLETT PHARMACIST 40.00 X 160499 0 55877 DR VICTORIA CHEW PHYSICIAN 40.00 X 186149 0 25636 KELLY PACE VP OF HUMAN RESOURCES 40.00 X 173575 0 10501 DREW LAMPRICH CHAIR 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 (THROUGH 4/1/2025) 1.00 X X 0 0 0 DOUG WEITZEL SECRETARY 1.00 X X 0 0 0 LUIS CARRASCO DIRECTOR 1.00 X 0 0 0 BRUCE HINRICHS DIRECTOR 1.00 X 0 0 0 ANDREA KAVANAUGH DIRECTOR 1.00 X 0 0 0 DAVID KEATING DIRECTOR (THROUGH 11/1/2024) 1.00 X 0 0 0 ELIZABETH KOCH DIRECTOR 1.00 X 0 0 0 DAVID RODRIQUEZ DIRECTOR 1.00 X 0 0 0 KIMBERLY ROMAN DIRECTOR 1.00 X 0 0 0 2268301 0 438939 28 0 1 0 ENTERPRISE BUILDERS CORPORATION 8516 PASEO ALAMEDA NE ALBUQUERQUE NM 87113 CONSTRUCTION 6037873 ALTIVUS CRM SOLUTIONS 4501 HARPERS FERRY CT NW ALBUQUERQUE NM 87193 SOFTWARE SERVICES 857384 ATHENAHEALTH INC 311 ARSENAL ST WATERTOWN MA 02472 MEDICAL SOFTWARE & BILLING 522601 HARTMAN MAJEWSKI DESIGN GROUP 120 VASSAR DR SE ALBUQUERQUE NM 87106 ARCHITECHTURE & DESIGN 419488 GHA TECHNOLOGIES INC 8998 E RAINTREE DR SCOTTSDALE AZ 85260 TECHNOLOGY SUPPLIES & SERVICES 255649 12 3746262 84602 3830864 PHARMACY SALES 621400 58923337 58923337 HEALTH CARE SERVICES 621400 4957029 4957029 63880366 820083 820083 84285 0 84285 84285 84285 6691568 6629558 62010 62010 62010 INCENTIVES 621400 210636 210636 MISCELLANEOUS INCOME 900099 188918 188918 399554 69077162 63880366 0 1365932 3026515 3026515 1537032 431523 1105509 11347861 9058498 2289363 214930 214930 1776451 1304929 471522 951958 752047 199911 5976 5976 54647 54647 97973 97973 2181823 1615660 566163 136043 136043 1003031 857402 145629 929076 336023 593053 481755 263418 218337 99646 70296 29350 162337 162337 726411 539467 186944 223198 87834 135364 PHARMACEUTICALS 34878498 34878498 PROGRAM SUPPLIES 1228674 874339 354335 CLINIC SUPPLIES 782873 782873 PERSONNEL 186913 186913 281684 186449 95235 62315305 55280701 7034604 0 3725180 7696206 739230 313250 242749 359449 3876608 3464284 1177346 1015427 431047 596492 17488013 5959833 9491377 11528180 19527675 23590067 41922 21277 39253134 48584632 2894949 4510536 226307 56250 2548942 2481302 41921 21277 5712119 7069365 X 33541015 41515267 33541015 41515267 39253134 48584632 6761857 1212395 0 X X 0 1 X 1 1 1 X 8106520 4590105 3299487 3523623 3830864 23350599 46892757 49982981 56119926 61538307 63880366 278414337 54999277 54573086 59419413 65061930 67711230 301764936 0 0 0 301764936 42605 94873 258164 548546 904368 1848556 42605 94873 258164 548546 904368 1848556 104091 129790 90585 190521 399554 914541 55145973 54797749 59768162 65800997 69015152 304528033 0.99090 0.99430 0.00610 0.00350 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2020 AMOUNT: $ 104,091. 2021 AMOUNT: $ 129,790. 2022 AMOUNT: $ 90,585. 2023 AMOUNT: $ 190,521. 2024 AMOUNT: $ 188,918. INCENTIVES - 2024 AMOUNT: $ 210,636. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1130000 1130000 10676623 4306615 6370008 1531242 330280 1200962 4150148 1322938 2827210 11528180 OPERATING LEASE LIABILITY 21277 21277 X 70082993 1212395 1212395 68870598 97973 108591 206564 69077162 62108741 0 62108741 97973 108591 206564 62315305 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 108,591. PART XII, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT EXPENSE 108,591. 1 RYAN WHITE PROGRAM ASSISTANCE 605 1200000 N/A N/A HOPWA 183 1826515 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. X X X X 0 0 0 0 0 0 0 1 0 MICHAEL ADAMS CEO 286135 0 42912 0 0 0 23000 0 40105 0 392152 0 392152 0 DR KEVIN LOPEZ CMO 306888 0 23249 0 0 0 23000 0 23788 0 376925 0 376925 0 DR FAYNESSA HERNANDEZ PHYSICIAN 226665 0 25649 0 0 0 6862 0 35255 0 294431 0 294431 0 DR JANET KIRK PHYSICIAN 234385 0 7605 0 0 0 12750 0 36517 0 291257 0 291257 0 JASON SANCHEZ CFO 200149 0 30782 0 0 0 30500 0 29139 0 290570 0 290570 0 BRIANNA HARRAND PHARMACY DIRECTOR 180547 0 11962 0 0 0 9818 0 27800 0 230127 0 230127 0 JEREMY WESTERFIELD CLINICAL INFORMATICS DIRECTOR 156388 0 14762 0 0 0 23000 0 25391 0 219541 0 219541 0 DAVID GULLETT PHARMACIST 160074 0 425 0 0 0 23000 0 32877 0 216376 0 216376 0 DR VICTORIA CHEW PHYSICIAN 183792 0 2357 0 0 0 0 0 25636 0 211785 0 211785 0 KELLY PACE VP OF HUMAN RESOURCES 151489 0 22086 0 0 0 0 0 10501 0 184076 0 184076 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 WAS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM WITH INFORMATION PROVIDED BY MANAGEMENT. THE INTERNAL FINANCE DEPARTMENT REVIEWS THEN THE RETURN IS ROUTED THROUGH THE BOARD OF DIRECTOR'S FINANCE SUB-COMMITTEE. FINALLY, THE RETURN IS 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. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2025. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION'S FORM 990 IS AVAILABLE UPON REQUEST. 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 VII, SECTION B, LINE 1 A PORTION OF THE AMOUNTS REPORTED FOR ENTERPRISE BUILDING CORPORATION WERE RELATED TO MATERIALS IN ADDITION TO AMOUNTS PAID FOR SERVICES. HOWEVER, THE AMOUNTS ARE NOT DISTINGUISHABLE. FORM 990, PART XII, LINE 2C: THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR.