2026-03-27T13:53:10-05:00 2025-06-30 750786316 WEAVER AND TIDWELL LLP 2300 N FIELD ST STE 1000 DALLAS TX 75201 990 2024-07-01 850292834 HIDALGO MEDICAL SERVICES HIDA 5758001467 530 E DEMOSS STREET LORDSBURG NM 88045 DAN OTERO CEO 5758001467 2026-03-26 1 1 SARA BURKHART P01435955 9724901970 2024 2025-03-06 01:10:19Z DAN OTERO 530 E DEMOSS STREET LORDSBURG NM 88045 20373632 0 X WWW.HMS-NM.ORG X 1982 NM HMS IS A NON-PROFIT HEALTH CARE AND COMMUNITY DEVELOPMENT ORGANIZATION THAT IMPROVES THE QUALITY OF LIFE OF THE PEOPLE OF HIDALGO COUNTY AND SOUTHWESTERN NEW MEXICO. 11 11 312 11 0 0 5101437 5417947 17215424 14807472 169966 143713 2824 4500 22489651 20373632 0 0 0 0 14746399 15777182 0 0 0 8073648 7666564 22820047 23443746 -330396 -3070114 28564401 25612162 2651181 2769056 25913220 22843106 X HIDALGO MEDICAL SERVICES POSITIVELY IMPACTS THE HEALTH, WELL-BEING AND QUALITY OF LIFE FOR THOSE WE SERVE PROVIDING COMPREHENSIVE, INTEGRATED, AFFORDABLE HEALTHCARE AND EDUCATION TO PATIENTS AND HEALTHCARE PROFESSIONALS. 0 0 6062852 6585150 HIDALGO MEDICAL SERVICES PROVIDES COMPREHENSIVE PRIMARY HEALTH CARE SERVICES TO THE PEOPLE OF GRANT AND HIDALGO COUNTIES IN NEW MEXICO. PRIMARY CARE IS DEFINED AS THE FIRST POINT OF ENTRY INTO THE HEALTH CARE SYSTEM FOR PREVENTIVE AND BASIC, NON-EMERGENCY, DIAGNOSTIC AND TREATMENT SERVICES. THESE SERVICES INCLUDE ADMITTING AND FOLLOWING HOSPITALIZED PATIENTS IN SILVER CITY AND PROVIDING PRENATAL CARE. SEE SCHEDULE O FOR ADDITIONAL INFORMATION. 3618943 5079251 HIDALGO MEDICAL SERVICES PROVIDES SELECTIVE BEHAVIORAL HEALTH SERVICES WITHIN THE CONTEXT OF EXISTING NETWORKS OF CARE IN THE TWO COUNTY REGION. OUR SERVICES CAN BE UNDERSTOOD WITHIN THREE CATEGORIES: INTEGRATED BEHAVIORAL HEALTHCARE; PSYCHOTHERAPY SERVICES; AND PREVENTIVE CARE. ALL SERVICES ARE PROVIDED BY LICENSED PROFESSIONALS WITHIN THE BEHAVIORAL HEALTH FIELD (SOCIAL WORKERS, COUNSELORS, PSYCHOLOGISTS AND PSYCHIATRIC NURSE PRACTITIONERS). SEE SCHEDULE O FOR ADDITIONAL INFORMATION. 2318557 1963740 HIDALGO MEDICAL SERVICES HAS DENTAL LOCATIONS AT OUR PRIMARY CARE CLINICS IN LORDSBURG AND SILVER CITY. COMPREHENSIVE PREVENTIVE DENTAL SERVICES ARE PROVIDED BY LICENSED DENTISTS AND DENTAL HYGIENISTS AT BOTH LOCATIONS. HMS DENTISTS PRACTICE COMPREHENSIVE DENTAL SERVICES ACCORDING TO THE SCOPE OF PRACTICE OF INDIVIDUAL DENTISTS. SEE SCHEDULE O FOR ADDITIONAL INFORMATION. 2158187 1179331 OTHER PROGRAM SERVICES:HIDALGO MEDICAL SERVICES PROVIDES SUPPORTIVE SERVICES THROUGH OUR FAMILY SUPPORT SERVICES DEPARTMENT. SUPPORTIVE SERVICES INCLUDE ASSISTING PATIENTS IN ACCESSING RESOURCES TO ADDRESS SOCIAL DETERMINANTS OF HEALTH (I.E. TRANSPORTATION, FOOD, HOUSING), INSURANCE ENROLLMENT, SLIDING FEE ENROLLMENT, AND OUTREACH AND EDUCATION. WE SUPPORT THE NEEDS OF OUR SENIOR POPULATION AS THE PROVIDER OF SENIOR SERVICES IN SOUTHWEST NEW MEXICO. HMS ALSO PROVIDES THE FOLLOWING SERVICES:- MEDICAID/MEDICARE ENROLLMENT- CHRONIC DISEASE PREVENTION AND MANAGEMENT CLASSES- SMOKING CESSATION ASSISTANCE- FREE OR LOW COST MEDICATIONS 2158187 1179331 14158539 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 57 0 1 312 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X DAN OTERO 5758001467 530 E DEMOSS STREET LORDSBURG NM 88045 BARBARA ANNA TRUJILLO MEMBER 2.00 X 0 0 0 FRANK CHAIRES MEMBER 2.00 X 0 0 0 ARTHUR CLARK SMITH MEMBER 2.00 X 0 0 0 SAGUARA COMPTON MEMBER 2.00 X 0 0 0 RUSSELL RUSTY TOLLEY MEMBER 2.00 X 0 0 0 LORENZO SAENZ MEMBER 2.00 X 0 0 0 JOEY WHITTED MEMBER 2.00 X 0 0 0 SHAUN BIRD MEMBER 2.00 X 0 0 0 CARMEN ACOSTA CHAIRPERSON 2.00 X X 0 0 0 WILLIAM WALTER VICE CHAIR 2.00 X X 0 0 0 BARBARA GUBER SECRETARY 2.00 X X 0 0 0 RANDI YBARRA TREASURER 2.00 X X 0 0 0 DAN OTERO CEO 40.00 X 299218 0 26305 GRETCHEN CANNON CFO/CIO 40.00 X 209184 0 7102 TERESA ARIZAGA MD CBHO 40.00 X 301194 0 26075 ALANDRAH BAILEY DENTIST 40.00 X 170871 0 13808 ISAAC SAUCEDO CMO 40.00 X 236047 0 29532 JOSEPH SANTARSIERI CHIROPRACTOR 40.00 X 174091 0 20203 KENNETH MURPHY PA 40.00 X 159087 0 8825 STEPHEN PRIFTAKIS DENTIST 40.00 X 241624 0 29485 1791316 0 161335 18 0 1 0 BARTON & ASSOCIATES INC 300 JUBILEE DR PEABODY MA 01960 MEDICAL CONTRACTOR SERVICE 459032 IRIS TELEHEALTH MEDICAL GROUP PA 114 W 7TH ST STE 650 AUSTIN TX 78701 BH CONTRACTOR SERVICES 431831 CREST INSURANCE GROUP LLC 5285 E WILLIAMS CIR STE 4500 TUCSON AZ 85711 INSURANCE BROKER 232087 ECLINICALWORKS LLC 2 TECHNOLOGY DR WESTBOROUGH MA 01581 EMR SOFTWARE VENDOR 221416 NEW MEXICO CARE PARTNERS 4206 LOUISIANA BLVD NE ALBUQUERQUE NM 87109 VALUE BASED CARE MSO 201808 12 5149148 268799 5417947 NET PATIENT SERVICE REVENUE 624100 13573277 13573277 OTHER REVENUE 624100 680469 680469 STATE FUNDED PATIENT REVENUE 624100 400768 400768 PHARMACY 624100 152958 152958 14807472 143713 143713 4500 0 4500 4500 4500 20373632 14807472 0 148213 900400 101045 799355 12631896 8315983 4315913 198874 131570 67304 1045209 643125 402084 1000803 600166 400637 96150 96150 85550 85550 2152431 1400294 752137 33859 33859 1840088 832716 1007372 497457 497457 324741 280779 43962 128850 58310 70540 159390 72131 87259 2320 2320 497261 408994 88267 258213 116852 141361 MEDICAL SUPPLIES & DRUG 475575 475575 BAD DEBT EXPENSE 431951 431951 MISCELLANEOUS EXPENSES 367578 156401 211177 LICENSES, DUES & SUBSCR 293115 132647 160468 22035 22035 23443746 14158539 9285207 0 418006 1298992 8210930 8229552 6839943 2449513 1413389 1691107 185355 1028856 17294927 6894376 10825218 10400551 220158 246827 8293 8292 443109 258472 28564401 25612162 2189514 1819187 700758 461667 249111 2651181 2769056 X 25913220 22843106 25913220 22843106 28564401 25612162 -3070114 0 X X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 3328 3328 0 PART II-B, LINE 1: OTHER LOBBYING ACTIVITY: DONATION TO GRANT COUNTY PROSPECTORS AND DUES PAID TO NACHC AND NMPCA. A PORTION OF THESE DUES MAY BE ATTRIBUTABLE TO LOBBYING PURPOSES. 38020 694699 732719 12951258 4141913 8809345 1171800 475856 695944 2439150 2276607 162543 10400551 20131240 189559 -431951 -242392 20373632 0 20373632 23201354 189559 189559 23011795 431951 431951 23443746 PART XI, LINE 2D - OTHER ADJUSTMENTS: PROVISION FOR UNCOLLECTIBLE ACCOUNTS -431,951. PART XII, LINE 4B - OTHER ADJUSTMENTS: PROVISION FOR UNCOLLECTIBLE ACCOUNTS 431,951. X X X 0 0 0 0 0 0 0 1 0 TERESA ARIZAGA MD CBHO 301194 0 0 0 0 0 9300 0 16775 0 327269 0 0 0 DAN OTERO CEO 299218 0 0 0 0 0 9240 0 17065 0 325523 0 0 0 STEPHEN PRIFTAKIS DENTIST 237716 0 3908 0 0 0 7466 0 22019 0 271109 0 0 0 ISAAC SAUCEDO CMO 236047 0 0 0 0 0 7311 0 22221 0 265579 0 0 0 GRETCHEN CANNON CFO/CIO 209184 0 0 0 0 0 6277 0 825 0 216286 0 0 0 JOSEPH SANTARSIERI CHIROPRACTOR 158141 0 15950 0 0 0 5641 0 14562 0 194294 0 0 0 ALANDRAH BAILEY DENTIST 166246 0 4625 0 0 0 5252 0 8556 0 184679 0 0 0 KENNETH MURPHY PA 133168 0 13308 0 12611 0 0 0 8825 0 167912 0 0 0 PART I, LINE 7 IN ADDITION TO BASE COMPENSATION, PROVIDERS ARE ELIGIBLE TO RECEIVE PERFORMANCE BONUS COMPENSATION BASED ON MEETING A LIST OF ESTABLISHED GOALS AND INITIAITVES. FORM 990, PART III, LINE 4A PRIMARY HEALTH CARE SERVICES: HMS EMPLOYS BOARD-ELIGIBLE AND CERTIFIED FAMILY PRACTICE PHYSICIANS, CERTIFIED PHYSICIANS ASSISTANTS AND FAMILY NURSE PRACTITIONERS TO SERVE OUR PATIENTS. HMS ALSO PROVIDES THE FOLLOWING ANCILLARY SERVICES: LABORATORY SERVICES - LABORATORY SERVICES ARE REGULATED BY MEDICARE THROUGH THE CLINICAL LABORATORY IMPROVEMENT ACT (CLIA). AT RURAL LOCATIONS, HMS OFFERS CLIA WAIVED LAB SERVICES WHICH ARE A LIMITED AND DEFINED SET OF LAB SERVICES THAT CAN BE IN-HOUSE. FOR OTHER TESTS, HMS PROVIDES MODERATE COMPLEXITY LAB SERVICES AT ITS CLINIC IN SILVER CITY. THE MAJORITY OF LAB SERVICES CAN BE PROVIDED WITHIN HMS, WHICH CAN SPEED UP THE RESULTS PROCESS AND PROVIDE BETTER PATIENT CARE. SOME INSURANCE COMPANIES REQUIRE THAT CERTAIN LABS BE SENT TO CERTAIN LABORATORIES IN ALBUQUERQUE OR ELSEWHERE, FOR WHICH HMS WILL MAKE ARRANGEMENTS. HMS ALSO PARTNERS WITH GILA REGIONAL MEDICAL CENTER (GRMC) IN SILVER CITY FOR MORE COMPLICATED LAB PROCESSES. X-RAY SERVICES - BASIC X-RAY SERVICES ARE PROVIDED AT HMS LOCATIONS IN SILVER CITY AND LORDSBURG. ALL OTHER RADIOLOGIC OR OTHER PROCEDURES SUCH AS MAGNETIC RESONANCE IMAGING (MRI) ARE TYPICALLY REFERRED TO GRMC. PATIENT CHOICE IS ALWAYS A CONSIDERATION. PHARMACY - THERE ARE THREE WAYS THAT HMS CAN ASSIST PATIENTS WITH PHARMACY SERVICES BEYOND THE SIMPLE PRESCRIPTION. 1. MEDICATION ASSISTANCE PROGRAM: MANY PHARMACEUTICAL COMPANIES OFFER FREE MEDICATIONS TYPICALLY TO CHRONICALLY ILL PATIENTS WHO QUALIFY FINANCIALLY. THE HMS FAMILY SUPPORT PROGRAM ASSISTS ALL PEOPLE WHO QUALIFY WITH THIS SERVICE, WHETHER THEY ARE HMS PATIENTS OR NOT. THE FAMILY SUPPORT MEDICATION ASSISTANCE PROGRAM (MAP) IS ALSO SUPPORTED BY A NUMBER OF COMMUNITY VOLUNTEERS. 2. 340B PRESCRIPTIONS: HMS HAS ACCESS TO A LIMITED NUMBER OF PRESCRIPTIONS THROUGH THE 340B PROGRAM IN GRANT COUNTY WITH WALGREENS PHARMACY, WAL-MART AND CVS AND THE GENOA PHARMACY IN GRANT AND HIDALGO COUNTIES. THE PROGRAM ALLOWS HMS TO PURCHASE MEDICATIONS AT FEDERAL DRUG PRICES, REDUCING THE PATIENT'S COST. THE PATIENT MUST BE A PATIENT OF HMS, REFERRED ONLY BY HMS PROVIDERS AND BE ELIGIBLE TO THE HMS SLIDING SCALE PROGRAM. 3. EMERGENCY COVERAGE IN HIDALGO COUNTY: HMS COLLABORATES WITH THE HIDALGO COUNTY AMBULANCE SERVICE FOR EMERGENCY SERVICE NEEDS. THE CLINIC IN LORDSBURG WILL SEE MINOR EMERGENCIES, E.G. SUTURES (STITCHES AND BREAKS). FOR GRANT COUNTY PATIENTS, HMS UTILIZES LOCAL AMBULANCE SERVICES FOR EMERGENCIES. HMS PROVIDERS HAVE AN AFTER-HOURS LAB CALL, AND HMS HAS AN AFTER-HOURS NURSE LINE. FORM 990, PART III, LINE 4B BEHAVIORAL HEALTH SERVICES: INTEGRATED BEHAVIORAL HEALTH CARE: BEHAVIORAL HEALTH PROFESSIONALS ARE AVAILABLE TO ASSIST PRIMARY CARE PROVIDERS IDENTIFY AND APPROPRIATELY RESPOND TO EMOTIONAL, BEHAVIORAL AND MENTAL FACTORS THAT IMPACT THE MEDICAL CARE OF PATIENTS. THIS ALLOWS BEHAVIORAL HEALTH PROVIDERS TO SEE PATIENTS IN THE EXAM ROOM IN ORDER TO MAKE A QUICK ASSESSMENT AND PROVIDE A BRIEF, SUPPORTIVE INTERVENTION OR A REFERRAL TO COUNSELING OR PSYCHOTHERAPY SERVICES, EITHER WITHIN HMS OR TO ONE OF THE OTHER AGENCIES PROVIDING A DIFFERENT LEVEL OF CARE WITHIN THE COMMUNITY. QUALIFIED BEHAVIORAL HEALTH PROVIDERS (E.G. PSYCHIATRIC NURSE PRACTITIONERS) MAY ALSO CONSULT WITH PRIMARY CARE PROVIDERS ON APPROPRIATE MEDICATIONS FOR THE PRESENTING CONCERNS. THE GOAL OF THE BEHAVIORAL HEALTH CARE CONSULT ARE BOTH TO ENSURE THE PROPER, CULTURALLY COMPETENT STRATEGY FOR HEALTH CARE IS AGREED UPON BETWEEN PROVIDER AND PATIENT, AND TO HELP THE PATIENT IDENTIFY AND CHANGE ASPECTS OF THEIR LIFE WHICH MAY INTERFERE WITH MAINTAINING THEIR HEALTH AND QUALITY OF LIFE. PSYCHOTHERAPY SERVICES: HMS BEHAVIORAL HEALTH PROFESSIONALS PROVIDE SHORT-TERM AND MEDIUM-TERM INDIVIDUAL AND GROUP COUNSELING AND PSYCHOTHERAPY SERVICES TO HMS PATIENTS. SUCH SERVICES ARE PRINCIPALLY DESIGNED FOR MODERATE TO MEDIUM LEVEL DIFFICULTIES IN LIVING ENCOUNTERED BY PATIENTS. THOSE DEALING WITH SEVERE OR CHRONIC BEHAVIORAL HEALTH CHALLENGES WOULD MOST LIKELY BE REFERRED TO OTHER AGENCIES IN THE REGION FOR A MORE APPROPRIATE LEVEL OF CARE. HMS EMPLOYS STRENGTH-BASED PSYCHOTHERAPEUTIC STRATEGIES THAT ARE VALIDATED EMPIRICALLY FOR THE POPULATIONS SERVED. HMS MAINTAINS AN UNYIELDING COMMITMENT TO THE HIGHEST ETHICAL AND PROFESSIONAL STANDARDS IN THE DELIVERY OF THESE SERVICES. PREVENTIVE CARE: HMS BEHAVIORAL HEALTH PROFESSIONALS RECOGNIZE THAT BEHAVIORAL HEALTH PROBLEMS ARE FREQUENTLY SYMPTOMS OF LESS THAN HEALTHY STANDARDS OF LIVING WITHIN A GIVEN COMMUNITY. THUS HMS IS COMMITTED TO WORKING WITH OTHERS DEDICATED TO IMPROVING THE CONDITIONS OF LIFE IN OUR COMMUNITIES BY PARTICIPATING IN HEALTH FAIRS, CONDUCTING WORKSHOPS AND SPEAKING TO COMMUNITY GROUPS ON ISSUES RELATED TO THE MENTAL AND EMOTIONAL WELL BEING OF THE COMMUNITY. FURTHER, HMS IS ALSO COMMITTED TO CONTRIBUTING TO COMMUNITY RESPONSE PLANS TO EVENTS AND CONDITIONS WHICH ARE RECOGNIZED AS RISK FACTORS FOR EMOTIONAL AND MENTAL WELL-BEING. FORM 990, PART III, LINE 4C DENTAL SERVICES: IN ADDITION TO PREVENTIVE DENTAL SERVICES, HMS DENTISTS PROVIDE DIAGNOSTIC AND RESTORATIVE DENTAL CARE AND CAN MEET MOST ORAL SURGERY NEEDS OF PATIENTS, INCLUDE FILLINGS, EXTRACTIONS, AND PARTIAL OR FULL PROSTHETICS. PANOREX (PANORAMA) X-RAY SERVICES ARE AVAILABLE AT BOTH LOCATIONS. FORM 990, PART VI, SECTION A, LINE 2 BUSINESS RELATIONSHIP: BOARD MEMBERS FRANK CHAIRES AND RANDI YBARRA HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 REVIEW PROCESS: THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM BASED ON THE AUDITED FINANCIAL STATEMENTS AND INFORMATION PROVIDED BY MANAGEMENT. THE FORM 990 IS REVIEWED BY THE CFO AND THEN PROVIDED TO THE BOARD OF DIRECTORS AT A BOARD MEETING BEFORE FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C MONITORING COMPLIANCE WITH CONFLICT OF INTEREST POLICY: POLICIES AND PROCEDURES WILL BE PREPARED IN HMS'S FUNCTIONAL DEPARTMENTS, INCLUDING PERSONNEL, COMPLIANCE, FINANCIAL, QUALITY IMPROVEMENT, CLINICAL, AND OPERATIONAL. PARTICULAR ATTENTION WILL BE GIVEN TO AREAS OF POTENTIAL RISK IDENTIFIED IN THE RESULTS OF AN AUDIT OR RELEVANT RISK AREAS IDENTIFIED BY THE DEPARTMENT OF HEALTH AND HUMAN SERVICES, OFFICE OF INSPECTOR GENERAL AND OTHER FEDERAL AND STATE GOVERNMENT AGENCIES. HMS'S SENIOR TEAM REVIEWS ALL OF THE POLICIES AND COLLABORATES WITH THE CHIEF COMPLIANCE OFFICER TO ENSURE ALL REGULATIONS AND COMPLIANCE. AFTER THE REVIEW, THE POLICIES ARE SENT TO THE BOARD OF DIRECTORS FOR REVIEW AND APPROVAL. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION REVIEW: SEVERAL DIVISIONS HAVE HAD MARKET EVALUATIONS AND REVIEW ALTHOUGH IT HAS BEEN A DIVISION AT A TIME. THE MOST RECENT REVIEW WAS DONE IN JUNE 2025 FOR THE NURSING DIVISION. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENT DISCLOSURE: THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C THERE WAS NO CHANGE IN THE OVERSIGHT PROCESS.