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Nonprofiteer
← SOUTHWEST C A R E CENTER

Form 990 for tax year 2023

Filed by SOUTHWEST C A R E CENTER.

Totals

Total revenue
$65,849,388
Total expenses
$60,328,444
Contributions and grants received
$3,523,623
Grants paid
$2,390,172
Program service revenue
$61,538,307
Investment income
$570,622
Other revenue
$216,836
Total assets, end of year
$39,253,134
Total liabilities, end of year
$5,712,119
Net assets or fund balances, end of year
$33,541,015
Program services expenses (Part IX)
$54,645,989
Management and general expenses
$5,682,455
Fundraising expenses
$0
Program service expenses (Part III)
$54,645,989

Program services were 90.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1e · Government grants (contributions)

    $3,467,986

  • 1f · All other contributions, gifts and grants

    $55,637

  • 2a · Program service revenue: PHARMACY SALES

    total $56,141,703 · related or exempt $56,141,703

  • 2b · Program service revenue: HEALTH CARE SERVICES

    total $5,396,604 · related or exempt $5,396,604

  • 3 · Investment income

    total $522,231 · excluded $522,231

  • 6a · Gross rents

    real property $26,315

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $26,315

  • 6d · Net rental income or loss

    total $26,315 · excluded $26,315

  • 7a · Gross sales of assets other than inventory

    securities $3,575,211

  • 7b · Less cost or other basis and sales expenses

    securities $3,526,820

  • 7c · Gain or loss

    securities $48,391

  • 7d · Net gain or loss

    total $48,391 · excluded $48,391

  • 11a · Other revenue: MISCELLANEOUS INCOME

    total $190,521 · excluded $190,521

  • 11e · Other revenue, total

    $190,521

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $2,390,172 · program services $2,390,172

  • 5 · Compensation of officers, directors and key employees

    total $1,435,300 · program services $408,664 · management and general $1,026,636

  • 7 · Other salaries and wages

    total $11,138,654 · program services $9,617,024 · management and general $1,521,630

  • 8 · Pension plan contributions

    total $242,441 · program services $208,068 · management and general $34,373

  • 9 · Other employee benefits

    total $1,713,052 · program services $1,491,033 · management and general $222,019

  • 10 · Payroll taxes

    total $931,180 · program services $735,632 · management and general $195,548

  • 11b · Fees: legal

    total $11,323 · management and general $11,323

  • 11c · Fees: accounting

    total $54,398 · management and general $54,398

  • 11f · Fees: investment management

    total $80,324 · management and general $80,324

  • 11g · Fees: other

    total $1,635,854 · program services $1,227,081 · management and general $408,773

  • 12 · Advertising and promotion

    total $136,385 · management and general $136,385

  • 13 · Office expenses

    total $937,546 · program services $787,952 · management and general $149,594

  • 14 · Information technology

    total $1,016,073 · program services $365,629 · management and general $650,444

  • 16 · Occupancy

    total $521,385 · program services $347,077 · management and general $174,308

  • 17 · Travel

    total $63,572 · program services $28,523 · management and general $35,049

  • 20 · Interest

    total $41,354 · management and general $41,354

  • 22 · Depreciation, depletion and amortization

    total $683,785 · program services $401,206 · management and general $282,579

  • 23 · Insurance

    total $247,224 · program services $135,165 · management and general $112,059

  • 24a · Other expenses: PHARMACEUTICALS

    total $34,507,386 · program services $34,507,386

  • 24b · Other expenses: PROGRAM SUPPLIES

    total $1,352,804 · program services $1,000,569 · management and general $352,235

  • 24c · Other expenses: CLINIC SUPPLIES

    total $802,292 · program services $802,124 · management and general $168

  • 24d · Other expenses: DUES, SUBCRIPTIONS, AND

    total $136,105 · program services $95,974 · management and general $40,131

  • 24e · All other expenses

    total $249,835 · program services $96,710 · management and general $153,125

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $5,297,378 · end of year $3,725,180

  • 2 · Savings and temporary cash investments

    beginning of year $854,416 · end of year $739,230

  • 3 · Pledges and grants receivable

    beginning of year $319,019 · end of year $242,749

  • 4 · Accounts receivable

    beginning of year $3,833,980 · end of year $3,876,608

  • 8 · Inventories for sale or use

    beginning of year $1,040,291 · end of year $1,177,346

  • 9 · Prepaid expenses and deferred charges

    beginning of year $528,063 · end of year $431,047

  • 10a · Land, buildings and equipment: cost or other basis

    $14,724,799

  • 10b · Land, buildings and equipment: accumulated depreciation

    $5,233,422

  • 10c · Land, buildings and equipment, net

    beginning of year $6,446,805 · end of year $9,491,377

  • 11 · Investments: publicly traded securities

    beginning of year $11,655,891 · end of year $19,527,675

  • 15 · Other assets

    beginning of year $61,953 · end of year $41,922

  • 17 · Accounts payable and accrued expenses

    beginning of year $2,946,680 · end of year $2,894,949

  • 19 · Deferred revenue

    beginning of year $41,444 · end of year $226,307

  • 24 · Unsecured notes and loans payable

    beginning of year $61,953 · end of year $2,548,942

  • 25 · Other liabilities

    beginning of year $0 · end of year $41,921

  • 27 · Net assets without donor restrictions

    beginning of year $26,987,719 · end of year $33,541,015

Mission and programs · 2023

Mission

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.

Activities or mission (Part I)

TO IMPROVE THE HEALTH OF PEOPLE LIVING IN THE CULTURALLY DIVERSE COMMUNITIES OF NORTHERN NEW MEXICO.

  • 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.

    Expenses $54,645,989 · Grants $2,390,172 · Revenue $61,538,307

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Michael Adams

    CEO

    Total calculated
    $368,361
    From this org
    $329,047
    From related orgs
    $0
    Other
    $39,314
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $286,135
    Bonus
    $42,912
    Other
    $0
    Deferred
    $13,457
    Nontaxable benefits
    $25,857
    Filer's total
    $368,361

  • Dr Kevin Lopez

    CMO

    Total calculated
    $353,133
    From this org
    $330,137
    From related orgs
    $0
    Other
    $22,996
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $306,888
    Bonus
    $23,249
    Other
    $0
    Deferred
    $13,287
    Nontaxable benefits
    $9,709
    Filer's total
    $353,133

  • Dr Faynessa Hernandez

    PHYSICIAN

    Total calculated
    $278,141
    From this org
    $252,314
    From related orgs
    $0
    Other
    $25,827
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $226,665
    Bonus
    $25,649
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $25,827
    Filer's total
    $278,141

  • Dr Janet Kirk

    PHYSICIAN

    Total calculated
    $277,714
    From this org
    $241,990
    From related orgs
    $0
    Other
    $35,724
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $234,385
    Bonus
    $7,605
    Other
    $0
    Deferred
    $9,867
    Nontaxable benefits
    $25,857
    Filer's total
    $277,714

  • Jason Sanchez

    CFO

    Total calculated
    $259,279
    From this org
    $230,931
    From related orgs
    $0
    Other
    $28,348
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $200,149
    Bonus
    $30,782
    Other
    $0
    Deferred
    $2,491
    Nontaxable benefits
    $25,857
    Filer's total
    $259,279

  • Brianna Harrand

    PHARMACY DIRECTOR

    Total calculated
    $219,516
    From this org
    $192,509
    From related orgs
    $0
    Other
    $27,007
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $180,548
    Bonus
    $11,961
    Other
    $0
    Deferred
    $7,854
    Nontaxable benefits
    $19,153
    Filer's total
    $219,516

  • Dr Victoria Chew

    PHYSICIAN

    Total calculated
    $210,992
    From this org
    $186,148
    From related orgs
    $0
    Other
    $24,844
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $183,792
    Bonus
    $2,356
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $24,844
    Filer's total
    $210,992

  • Eric Young

    CLINICAL PHARMACIST

    Total calculated
    $196,809
    From this org
    $164,262
    From related orgs
    $0
    Other
    $32,547
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $163,837
    Bonus
    $425
    Other
    $0
    Deferred
    $6,170
    Nontaxable benefits
    $26,377
    Filer's total
    $196,809

  • Jeremy Westerfield

    CLINICAL INFORMATICS DIRECTOR

    Total calculated
    $195,748
    From this org
    $171,150
    From related orgs
    $0
    Other
    $24,598
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $156,388
    Bonus
    $14,762
    Other
    $0
    Deferred
    $5,445
    Nontaxable benefits
    $19,153
    Filer's total
    $195,748

  • Kelly Pace

    VP OF HUMAN RESOURCES

    Total calculated
    $183,284
    From this org
    $173,575
    From related orgs
    $0
    Other
    $9,709
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $151,490
    Bonus
    $22,085
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $9,709
    Filer's total
    $183,284

  • Drew Lamprich

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Ethel Hess

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • John Kormanik

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Sally Anne Waite

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Luis Carrasco

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Bruce Hinrichs

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Andrea Kavanaugh

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • David Keating

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Elizabeth Koch

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • David Rodriquez

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kimberly Roman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Doug Weitzel

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

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.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2023
Filed
25 March 2025
IRS schema version
2023v6.0
Source object
202510909349300716

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