Form990


Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
A For the 2024 calendar year, or tax year beginning 01-01-2024 , and ending 12-31-2024
BCheck if applicable:
CName of organization
Presbyterian Healthcare Services
 
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
PO BOX 26666
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ALBUQUERQUE, NM87125
D Employer identification number

85-0105601
E Telephone number

G Gross receipts $ 3,388,629,808
F Name and address of principal officer:
RISHI SIKKA MD
PO BOX 26666
ALBUQUERQUE,NM87125
I
Tax-exempt status: (   ) (insert no.) or
J
Website:
WWW.PHS.ORG
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. See instructions.
H(c)
Group exemption number  
K Form of organization:  
L Year of formation: 1908
M State of legal domicile: NM
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: IN A STATE WHERE MORE THAN 50 PERCENT OF THE POPULATION IS EITHER UNINSURED OR COVERED THROUGH THE MEDICAID PROGRAM, PRESBYTERIAN HEALTHCARE SERVICES AND ITS AFFILIATES SERVED MORE THAN 900,000 NEW MEXICANS IN 2024.
2 Check this box
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 13
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 11
5 Total number of individuals employed in calendar year 2024 (Part V, line 2a) ...... 5 15,034
6 Total number of volunteers (estimate if necessary) ............. 6 645
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 57,015,337
b Net unrelated business taxable income from Form 990-T, Part I, line 11 ......... 7b 762,608
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 41,492,674 21,681,443
9 Program service revenue (Part VIII, line 2g) ......... 2,201,664,470 2,696,060,775
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 94,087,834 109,572,273
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 48,852,104 71,480,277
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 2,386,097,082 2,898,794,768
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 1,084,928 1,050,307
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 1,172,125,846 1,287,045,280
16a Professional fundraising fees (Part IX, column (A), line 11e) .....   0
b Total fundraising expenses (Part IX, column (D), line 25) 0    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 1,372,164,837 1,526,892,843
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 2,545,375,611 2,814,988,430
19 Revenue less expenses. Subtract line 18 from line 12....... -159,278,529 83,806,338
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 3,838,638,950 3,981,690,796
21 Total liabilities (Part X, line 26)............. 1,858,662,528 2,018,664,603
22 Net assets or fund balances. Subtract line 21 from line 20..... 1,979,976,422 1,963,026,193
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
Signature of officer Date
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name

Firm's EIN
Firm's address



Phone no.
May the IRS discuss this return with the preparer shown above? See Instructions. ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2024)
Form 990 (2024)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III..............
1
Briefly describe the organization’s mission: PRESBYTERIAN EXISTS TO ENSURE ALL OF THE PATIENTS, MEMBERS AND COMMUNITIES WE SERVE CAN ACHIEVE THEIR BEST HEALTH.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .....................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ...........................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 1,933,604,256 including grants of $ 280,291 ) (Revenue $ 2,050,243,326 )
SEE SCHEDULE O FOR DETAIL
4b (Code:   ) (Expenses $ 413,035,212 including grants of $ 770,016 ) (Revenue $ 535,035,018 )
SEE SCHEDULE O FOR DETAIL
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
(Code:   ) (Expenses $ 115,590,563 including grants of $ 0 ) (Revenue $ 130,635,454 )
THESE SERVICES INCLUDE ALL SYSTEM SUPPORT SERVICES TO ALLOW OUR MEDICAL DELIVERY SYSTEMS TO PROVIDE EXCELLENT CARE AND TO OPERATE EFFICIENTLY. THIS INCLUDES SYSTEM ADMINISTRATION, PERFORMANCE MANAGEMENT, REAL ESTATE ADMINISTRATION, FINANCE, ADMITTING, BILLING AND COLLECTIONS, INFORMATION TECHNOLOGY, CUSTOMER CARE, CLINICAL EDUCATION, COMMUNITY HEALTH OUTREACH, INNOVATION, POPULATION HEALTH INITIATIVES, COMMUNICATIONS, LEGAL SERVICES, ORGANIZATIONAL COMPLIANCE, SUPPLY CHAIN FUNCTIONS, HR, RECRUITING AND EMPLOYEE HEALTH, MEDICAL RECORDS, INFORMATICS, AND SECURITY.
4d Other program services (Describe in Schedule O.)
(Expenses $ 115,590,563 including grants of $   ) (Revenue $ 130,635,454 )
4e Total program service expenses2,462,230,031
Form 990 (2024)
Form 990 (2024)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment
List of Attached Documents:
// Content
.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? See instructions. Click to see attachment
List of Attached Documents:
// Content
...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I.............
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part IIClick to see attachment
List of Attached Documents:
// Content
.........
4
Yes
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Rev. Proc. 98-19? If "Yes," complete Schedule C, Part IIIClick to see attachment
List of Attached Documents:
// Content
..
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part I.........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part II....
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes,"
complete Schedule D, Part III..............
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IV..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi endowments? If "Yes," complete Schedule D, Part V......
10
 
No
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X, as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes," complete
Schedule D, Part VI. Click to see attachment
List of Attached Documents:
// Content
...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment
List of Attached Documents:
// Content
.......
11b
Yes
 
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIII.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment
List of Attached Documents:
// Content
............
11d
Yes
 
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
List of Attached Documents:
// Content
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment
List of Attached Documents:
// Content
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete
Schedule D, Parts XI and XII......................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
List of Attached Documents:
// Content
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........Click to see attachment
List of Attached Documents:
// Content
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I. See instructions. ....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....Click to see attachment
List of Attached Documents:
// Content
20a
Yes
 
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return? Click to see attachment
List of Attached Documents:
// Content
20b
Yes
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....Click to see attachment
List of Attached Documents:
// Content
21
Yes
 
Form 990 (2024)
Form 990 (2024)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........Click to see attachment
List of Attached Documents:
// Content
22
Yes
 
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
List of Attached Documents:
// Content
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............Click to see attachment
List of Attached Documents:
// Content
24a
Yes
 
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
No
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
 
No
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
No
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I ....
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I.......................
25b
 
No
26
Did the organization report any amount on Part X, line 5 or 22 for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part II...........
26
 
No
27
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons?
If "Yes," complete
Schedule L, Part III.........................
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see the Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................
28a
 
No
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....Click to see attachment
List of Attached Documents:
// Content
28b
Yes
 
c
A 35% controlled entity of one or more individuals and/or organizations described in line 28a or 28b? If "Yes," complete Schedule L, Part IV.....................
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..Click to see attachment
List of Attached Documents:
// Content
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .................Click to see attachment
List of Attached Documents:
// Content
30
Yes
 
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II........................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I............
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................Click to see attachment
List of Attached Documents:
// Content
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ...Click to see attachment
List of Attached Documents:
// Content
35b
Yes
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2............. Click to see attachment
List of Attached Documents:
// Content
36
Yes
 
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VI
37
 
No
38
Did the organization complete Schedule O and provide explanations on Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in box 3 of Form 1096. Enter -0- if not applicable ..
1a
692
b
Enter the number of Forms W-2G included on line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
Form 990 (2024)
Form 990 (2024)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance (continued)
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
15,034
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..
4a
 
No
b
If "Yes," enter the name of the foreign country:
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................
7a
 
No
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? ........
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the sponsoring organization make any taxable distributions under section 4966?........
9a
 
 
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources. (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state? .........
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? ....................
If "Yes," see the instructions and file Form 4720, Schedule N.
15
Yes
 
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.
16
 
No
17
Section 501(c)(21) organizations. Did the trust, or any disqualified or other person engage in any activities that would result in the imposition of an excise tax under section 4951, 4952, or 4953? ..
If "Yes," complete Form 6069.
17
 
 
Form 990 (2024)
Form 990 (2024)
Page 6
Part VI
Governance, Management, and Disclosure. For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
1a
13
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
11
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
Yes
 
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
No
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe on Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe on Schedule O how this was done...................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process on Schedule O. See instructions.
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
Yes
 
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
Yes
 
Section C. Disclosure
17
List the states with which a copy of this Form 990 is required to be filed
CA , NM
18
Section 6104 requires an organization to make its Form 1023 (1024 or 1024-A, if applicable), 990, and 990-T (section 501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
KEVIN NOWELL CPA9521 SAN MATEO BLVD NE   ALBUQUERQUE,NM871132237 (505) 923-6101
Form 990 (2024)
Form 990 (2024)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See the instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (box 5 of Form W-2, box 6 of Form 1099-MISC, and/or box 1 of Form 1099-NEC) of more than $100,000 from the organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

See the instructions for the order in which to list the persons above.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W-2/1099-MISC/1099-NEC) 		(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) DALE MAXWELL......................................................................
CEO/ DIRECTOR (TERM: 10/18/2024)
 40.0
.................
1.0 		X   X       4,006,207 0 401,303
(2) RISHI SIKKA MD......................................................................
DIRECTOR (PRESIDENT / CEO AS OF 12/13/2024)
 40.0
.................
3.0 		X   X       595,598 0 5,606
(3) ANGELA GALLEGOS-MACIAS MD......................................................................
DIRECTOR
 40.0
.................
1.0 		X           425,310 0 61,000
(4) BARBARA BALIK RN EDD......................................................................
VICE-CHAIR
 1.0
.................
1.0 		X           10,000 0 0
(5) CYNTHIA SCHULTZ......................................................................
DIRECTOR
 1.0
.................
1.0 		X           7,000 0 0
(6) ELISABETH EDEN......................................................................
DIRECTOR
 1.0
.................
1.0 		X           6,000 0 0
(7) GAYLE DINE'CHACON MD......................................................................
DIRECTOR
 1.0
.................
1.0 		X           6,000 0 0
(8) KIRBY JEFFERSON......................................................................
DIRECTOR
 1.0
.................
1.0 		X           6,000 0 0
(9) LEE SACKS MD......................................................................
DIRECTOR
 1.0
.................
0.0 		X           0 0 0
(10) LESLIE HOFFMAN......................................................................
DIRECTOR
 1.0
.................
1.0 		X           6,000 0 0
(11) MARJORIE BESSEL MD......................................................................
DIRECTOR
 1.0
.................
1.0 		X           6,000 0 0
(12) NORMAN P BECKER......................................................................
CHAIR
 2.0
.................
2.0 		X           10,000 0 0
(13) TERESA KLINE......................................................................
DIRECTOR
 1.0
.................
1.0 		X           7,000 0 0
(14) THOMAS BRIONES......................................................................
DIRECTOR
 1.0
.................
0.0 		X           0 0 0
(15) THOMAS WISE......................................................................
DIRECTOR
 1.0
.................
0.0 		X           0 0 0
(16) JAMES NOBLE......................................................................
SVP & CFO / TREASURER
 40.0
.................
2.0 		    X       2,171,622 0 150,132
(17) LAUREN M CATES......................................................................
PRESIDENT - PHS
 40.0
.................
3.0 		    X       1,308,015 0 137,828
Form 990 (2024)
Form 990 (2024)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W-2/1099-MISC/1099-NEC) 		(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) RYAN BURT........................................................................
GENERAL COUNSEL / SECRETARY
 40.0
.......................2.0 		    X       1,772,034 0 112,587
(19) BRADLEY B COOK........................................................................
SVP - CHIEF OPERATING OFFICER - PMG
 40.0
.......................0.0 		      X     507,333 0 44,282
(20) DARREN M SHAFER MD........................................................................
PRESIDENT - PMG
 40.0
.......................0.0 		      X     1,090,029 0 106,576
(21) DENISE GONZALES MD........................................................................
MEDICAL DIRECTOR - ADULT MED SPECIALTY
 40.0
.......................0.0 		      X     704,900 0 61,000
(22) DION GALLANT MD........................................................................
MEDICAL DIRECTOR - PRIMARY CARE
 40.0
.......................0.0 		      X     480,588 0 27,524
(23) DIONNE CRUZ MILLER........................................................................
HOSPITAL CHIEF EXECUTIVE - PH (TERM: 1/2/2024)
 40.0
.......................0.0 		      X     702,234 0 1,339
(24) ERIC CORNISH........................................................................
VP - REAL ESTATE
 40.0
.......................1.0 		      X     319,047 0 30,463
(25) HOLLY MULLER RN........................................................................
SVP - CHIEF NURSING OFFICER
 40.0
.......................0.0 		      X     587,919 0 37,043
(26) JASON MITCHELL MD........................................................................
SVP - CHIEF CLINICAL TRANSFORMATION OFFICER
 40.0
.......................0.0 		      X     1,535,784 0 135,316
(27) JOANNE SUFFIS........................................................................
SVP - CHIEF HR OFFICER (TERM: 3/15/2024)
 40.0
.......................0.0 		      X     1,002,547 0 13,318
(28) JOHN ADAMS........................................................................
HOSPITAL CHIEF EXECUTIVE - RUST MED CTR
 40.0
.......................0.0 		      X     319,250 0 50,652
(29) JON WADE........................................................................
HOSPITAL CHIEF EXECUTIVE - PH
 40.0
.......................0.0 		      X     505,558 0 44,390
(30) KEITH RIVERA........................................................................
SVP - CHIEF INFORMATION OFFICER
 40.0
.......................0.0 		      X     770,067 0 77,423
(31) LEE PATCHELL........................................................................
SVP - CHIEF HR OFFICER - INTERIM
 40.0
.......................0.0 		      X     714,723 0 89,708
(32) NATASHA KOLB MD........................................................................
MEDICAL DIRECTOR - ED/AAS/UC
 40.0
.......................1.0 		      X     508,161 0 47,618
(33) NOAH KNISELY........................................................................
VP - OPERATIONS - RDS
 40.0
.......................0.0 		      X     400,996 0 35,137
(34) ROBERT FEDERICI MD........................................................................
PROGRAM MGR - HEART
 40.0
.......................0.0 		      X     1,065,343 0 37,829
(35) SOYAL MOMIN........................................................................
SVP - CHIEF ANALYTICS OFFICER
 40.0
.......................0.0 		      X     590,628 0 23,750
(36) TIMOTHY JOHNSEN........................................................................
EVP - CHIEF OPERATING OFFICER - PDS
 40.0
.......................2.0 		      X     1,385,599 0 115,960
(37) TODD SANDMAN........................................................................
SVP - CHIEF STRATEGY OFFICER
 40.0
.......................0.0 		      X     1,260,109 0 96,390
(38) AMIT GARG MD........................................................................
MED DIR - CLIN-RADIATION ONCOLOGY
 40.0
.......................1.0 		        X   2,154,457 0 34,366
(39) ESTEBAN HENAO MD........................................................................
MD - VASCULAR SURGERY - CDS
 40.0
.......................0.0 		        X   1,214,643 0 9,325
(40) GREGORY SHERR MD........................................................................
MD - VASCULAR SURGERY - CDS
 40.0
.......................0.0 		        X   1,753,496 0 53,789
(41) JOHN BOWERS MD........................................................................
DO-RADIATION ONCOLOGY-CDS
 40.0
.......................0.0 		        X   1,223,771 0 48,997
(42) VIPIN MITTAL MD........................................................................
MED DIR - GASTROENTEROLOGY CLINIC
 40.0
.......................0.0 		        X   1,170,953 0 27,744
(43) ANGELA WARD........................................................................
VP - QUALITY INSTITUTE
 40.0
.......................0.0 		          X 360,054 0 46,958
(44) DOYLE BOYKIN........................................................................
VP-HOME HEALTH, HOSPICE, PALLIATIVE
 40.0
.......................0.0 		          X 299,075 0 52,039
(45) HECTOR ARREDONDO MD........................................................................
CHIEF MEDICAL OFFICER - CDS
 40.0
.......................0.0 		          X 395,620 0 48,718
(46) WILLIAM BROWN MD........................................................................
MEDICAL DIRECTOR - SURGERY (TERM: 03/22/2024)
 40.0
.......................0.0 		          X 223,250 0 6,727
1b Sub-Total..............
c Total from continuation sheets to Part VII, Section A..
d Total (add lines 1b and 1c)......... 33,588,920 0 2,272,837
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization 3,213
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
Yes
 
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
TRICORE LABORATORY SERVICES CORP

1001 WOODWARD PLACE NE
ALBUQUERQUE,NM87102 		LABRATORY SERVICES 81,366,786
MEDEFIS INC

2121 N 117TH AVE
OMAHA,NE68164 		CONTINGENT LABOR 35,793,114
ENTERPRISE BUILDERS

8516 PASEO ALAMEDA NE
ALBUQUERQUE,NM87113 		DESIGN SERVICES 20,677,638
T-SYSTEMS NORTH AMERICA INC

765 WEST BIG BEAVER ROAD
TROY,MI48084 		DATA HOSTING SERVICES 19,524,952
SOUND PHYSICIANS

1498 PACIFIC AVENUE SUITE 400
TACOMA,WA98402 		MEDICAL SERVICES 12,817,687
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 374
Form 990 (2024)
Form 990 (2024)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, Grants, and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d 10,152,336
e Government grants (contributions)1e 10,815,426
f All other contributions, gifts, grants, and similar amounts not included above1f 713,681
g Noncash contributions included in lines 1a - 1f:$ 1g 436,314
h Total. Add lines 1a-1f....... 21,681,443
Program Service RevenueAmt Business Code
2a NET MEDICARE/MEDICAID PAYMENTS 621110 1,535,167,213 1,535,167,213    
b NET PATIENT SERVICE REVENUE 621110 1,135,043,835 1,135,043,835    
c RETAIL PHARMACY 446110 7,163,348   7,163,348  
d CAFETERIA SALES 722210 5,153,984 5,153,984    
e CORPORATE SERVICE ALLOCATION 900099 4,614,972 4,614,972    
f All other program service revenue. 8,917,423 8,178,225 739,198 0
g Total. Add lines 2a–2f ..... 2,696,060,775
OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ...... 44,015,572   -1,932,627 45,948,199
4 Income from investment of tax-exempt bond proceeds 2,215,397     2,215,397
5 Royalties...........        
(i) Real (ii) Personal
6a Gross rents 6a 881,210  
b Less: rental expenses 6b 299,373  
c Rental income or (loss) 6c 581,837 0
d Net rental income or (loss)....... 581,837     581,837
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 7a 552,585,519 291,452
b Less: cost or other basis and sales expenses 7b 489,535,667 0
c Gain or (loss) 7c 63,049,852 291,452
d Net gain or (loss)......... 63,341,304     63,341,304
8a Gross income from fundraising events (not including $   of contributions reported on line 1c). See Part IV, line 18 ....
8a  
b Less: direct expenses ... 8b  
c Net income or (loss) from fundraising events..      
9a Gross income from gaming activities.
See Part IV, line 19 ...
9a  
b Less: direct expenses ... 9b  
c Net income or (loss) from gaming activities..        
10a Gross sales of inventory, less
returns and allowances ..
10a  
b Less: cost of goods sold .. 10b  
c Net income or (loss) from sales of inventory..        
OtherRevenueMiscAmt
Business Code
11a TAC/TECHNICAL CONSULTING 561000 51,041,860   51,041,860  
b GIFT SHOP 900099 1,354,052 1,354,052    
c MEDICAL RECORDS COPY FEES 900099 399,153 399,153    
d All other revenue .... 18,103,375 18,099,817 3,558 0
e Total. Add lines 11a–11d ...... 70,898,440
12 Total revenue. See instructions..... 2,898,794,768 2,708,011,251 57,015,337 112,086,737
Form 990 (2024)
Form 990 (2024)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX..............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising
expenses
1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 .... 944,727 944,727
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ........... 105,580 105,580
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. ............. 0 0
4 Benefits paid to or for members ....... 0 0
5 Compensation of current officers, directors, trustees, and key employees ........... 26,737,895 10,036,942 16,700,953  
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........        
7 Other salaries and wages........ 961,841,654 843,507,395 118,334,259  
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 44,029,795 35,750,308 8,279,487  
9 Other employee benefits ....... 184,982,442 159,167,140 25,815,302  
10 Payroll taxes ........... 69,453,494 59,599,162 9,854,332  
11 Fees for services (non-employees):        
a Management ...... 9,987,946 9,987,946    
b Legal ......... 13,917,647   13,917,647  
c Accounting ........... 1,799,418   1,799,418  
d Lobbying ........... 302,353   302,353  
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ...... 4,918,963   4,918,963  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 364,233,013 288,637,836 75,595,177 0
12 Advertising and promotion .... 3,263,023   3,263,023  
13 Office expenses ....... 11,270,754 8,321,510 2,949,244  
14 Information technology ...... 121,451,530 72,698,155 48,753,375  
15 Royalties ..        
16 Occupancy ........... 17,642,752 16,663,705 979,047  
17 Travel ............ 5,518,413 3,984,599 1,533,814  
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 2,177,350 1,628,941 548,409  
20 Interest ........... 38,354,424 38,276,261 78,163  
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 77,686,607 70,841,186 6,845,421  
23 Insurance ... 126,726,698 116,946,670 9,780,028  
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a MEDICAL SUPPLIES 562,912,352 562,912,352    
b EQUIPMENT RELATED EXPENSES 40,530,996 40,530,996    
c NM GROSS RECEIPTS TAX 50,640,060 50,640,060 0  
d HEALTHCARE DELIVERY ACCESS ACT FEE 60,976,866 60,976,866    
e All other expenses 12,581,678 10,071,694 2,509,984 0
25 Total functional expenses. Add lines 1 through 24e 2,814,988,430 2,462,230,031 352,758,399 0
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).        
Form 990 (2024)
Form 990 (2024)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 516,794 1 320,043
2 Savings and temporary cash investments ......... 46,354,808 2 104,461,976
3 Pledges and grants receivable, net ...... 25,964,093 3 10,532,890
4 Accounts receivable, net ............. 331,395,360 4 345,714,256
5 Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
0 5 0
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
0 6 0
7 Notes and loans receivable, net ...........   7  
8 Inventories for sale or use ............ 28,021,174 8 42,503,513
9 Prepaid expenses and deferred charges ...... 34,679,522 9 37,000,178
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 2,542,877,017
b Less: accumulated depreciation 10b 1,434,617,825 1,051,997,469 10c 1,108,259,192
11 Investments—publicly traded securities . 1,350,595,671 11 1,164,493,026
12 Investments—other securities. See Part IV, line 11 ..... 657,802,505 12 661,177,233
13 Investments—program-related. See Part IV, line 11 .. 35,373,921 13 34,758,972
14 Intangible assets ............... 55,541,008 14 55,541,008
15 Other assets. See Part IV, line 11 ........... 220,396,625 15 416,928,509
16 Total assets. Add lines 1 through 15 (must equal line 33)... 3,838,638,950 16 3,981,690,796
Liabilities 17 Accounts payable and accrued expenses ..... 216,107,401 17 307,096,366
18 Grants payable ...   18  
19 Deferred revenue .........   19  
20 Tax-exempt bond liabilities ......... 761,415,905 20 747,881,861
21 Escrow or custodial account liability. Complete Part IV of Schedule D   21  
22 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
0 22 0
23 Secured mortgages and notes payable to unrelated third parties .. 5,599,243 23 3,662,230
24 Unsecured notes and loans payable to unrelated third parties ..   24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D 875,539,979 25 960,024,146
26 Total liabilities. Add lines 17 through 25.. 1,858,662,528 26 2,018,664,603
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions .......... 1,979,976,422 27 1,963,026,193
28 Net assets with donor restrictions ...........   28  
Organizations that do not follow FASB ASC 958, check here right arrow and complete lines 29 through 33.
29 Capital stock or trust principal, or current funds .....   29  
30 Paid-in or capital surplus, or land, building or equipment fund ...   30  
31 Retained earnings, endowment, accumulated income, or other funds   31  
32 Total net assets or fund balances ........... 1,979,976,422 32 1,963,026,193
33 Total liabilities and net assets/fund balances ........ 3,838,638,950 33 3,981,690,796
Form 990 (2024)
Form 990 (2024)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
2,898,794,768
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
2,814,988,430
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
83,806,338
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
1,979,976,422
5
Net unrealized gains (losses) on investments ...............
5
21,891,458
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
-122,648,025
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
1,963,026,193
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII.............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain on
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Uniform Guidance, 2 C.F.R. Part 200, Subpart F?
3a
Yes
 
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
Yes
 
Form 990 (2024)
Form 990 (2024)
Additional Data


Software ID: 24020961
Software Version: 2024v5.1
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ.
right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public
Inspection
Name of the organization
Presbyterian Healthcare Services
 
Employer identification number

85-0105601
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)
1
2
3
4
5
6
7
8
9
10
11
12
a
b
c
d
e
f
Enter the number of supported organizations ...............................  
g
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 10 above (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
Total
 
   
For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990) 2024

Schedule A (Form 990) 2024
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2020 (b) 2021 (c) 2022 (d) 2023 (e) 2024 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..            
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf ....            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3            
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) ..  
6 Public support. Subtract line 5 from line 4.  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2020 (b) 2021 (c) 2022 (d) 2023 (e) 2024 (f) Total
7 Amounts from line 4..            
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...            
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..            
11 Total support. Add lines 7 through 10  
12
12
 
13
First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here ........................................right arrow
Section C. Computation of Public Support Percentage
14
14
 
15
15
 
16a
33 1/3% support test—2024. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization .......................right arrow
b
33 1/3% support test—2023. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow
17a
10%-facts-and-circumstances test—2024. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow
b
10%-facts-and-circumstances test—2023. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990) 2024

Schedule A (Form 990) 2024
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2020 (b) 2021 (c) 2022 (d) 2023 (e) 2024 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose            
3 Gross receipts from activities that are not an unrelated trade or business under section 513 .....            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge            
6 Total. Add lines 1 through 5            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public support. (Subtract line 7c from line 6.)  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2020 (b) 2021 (c) 2022 (d) 2023 (e) 2024 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here................................................. right arrow
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
33 1/3% support tests-2024. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow
b
33 1/3 % support tests—2023. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ..... right arrow
20
Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow
Schedule A (Form 990) 2024

Schedule A (Form 990) 2024
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined on line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
 
10a
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.
10a
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
Schedule A (Form 990) 2024

Schedule A (Form 990) 2024
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described on 11a above?
11b
 
 
c
A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.
11c
 
 
Section B. Type I Supporting Organizations
Yes
No
1
Did the officers, directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in line 2 above, did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer lines 2a and 2b below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described on line 2a, above constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer lines 3a and 3b below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations?If "Yes" or "No", provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990) 2024

Schedule A (Form 990) 2024
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    
Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors
(explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by 0.035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    
Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7
Schedule A (Form 990) 2024

Schedule A (Form 990) 2024
Page 7
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes 1  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity 		2  
3 Administrative expenses paid to accomplish exempt purposes of supported organizations 3  
4 Amounts paid to acquire exempt-use assets 4  
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) 5  
6 Other distributions (describe in Part VI). See instructions 6  
7Total annual distributions. Add lines 1 through 6. 7  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions 		8  
9 Distributable amount for 2024 from Section C, line 6 9  
10 Line 8 amount divided by Line 9 amount 10  
Section E - Distribution Allocations (see instructions) (i)
Excess Distributions 		(ii)
Underdistributions
Pre-2024 		(iii)
Distributable
Amount for 2024
1 Distributable amount for 2024 from Section C, line 6  
2 Underdistributions, if any, for years prior to 2024 (reasonable cause required-- explain in Part VI).
See instructions.		  
3 Excess distributions carryover, if any, to 2024:
a From 2019.......  
b From 2020.......  
c From 2021.......  
d From 2022.......  
e From 2023.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2024 distributable amount  
i Carryover from 2019 not applied (see
instructions) 		 
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.  
4Distributions for 2024 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2024 distributable amount  
c Remainder. Subtract lines 4a and 4b from line 4.  
5 Remaining underdistributions for years prior to
2024, if any. Subtract lines 3g and 4a from line 2.
If the amount is greater than zero, explain in Part VI.
See instructions. 		 
6 Remaining underdistributions for 2024. Subtract
lines 3h and 4b from line 1. If the amount is greater
than zero, explain in Part VI. See instructions. 		 
7 Excess distributions carryover to 2025. Add lines
3j and 4c. 		 
8 Breakdown of line 7:
a Excess from 2020.....  
b Excess from 2021.....  
c Excess from 2022.....  
d Excess from 2023.....  
e Excess from 2024.....  
Schedule A (Form 990) (2024)

Schedule A (Form 990) 2024
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
Schedule A (Form 990) 2024


Additional Data


Software ID: 24020961
Software Version: 2024v5.1
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
Presbyterian Healthcare Services
 
Employer identification number

85-0105601
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
Presbyterian Healthcare Services
  		Employer identification number
85-0105601
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
RESTRICTED
 
 
 
 
  ,    

$ RESTRICTED


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
Presbyterian Healthcare Services
  		Employer identification number

85-0105601
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
Presbyterian Healthcare Services
  		Employer identification number

85-0105601
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID: 24020961
Software Version: 2024v5.1
SCHEDULE C
(Form 990)

Department of the Treasury
Internal Revenue Service
Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527

right arrow Complete if the organization is described below. right arrow Attach to Form 990 or Form 990-EZ.
right arrowGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public
Inspection
If the organization answered "Yes" on Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes" on Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes" on Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
Presbyterian Healthcare Services
 
Employer identification number

85-0105601
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1
Provide a description of the organization’s direct and indirect political campaign activities in Part IV. See instructions for definition of “political campaign activities."

2
Political campaign activity expenditures. See instructions ....................................................................right arrow
$  
3
Volunteer hours for political campaign activities. See instructions ..................................................................
 

Part I-B
Complete if the organization is exempt under section 501(c)(3).
1
Enter the amount of any excise tax incurred by the organization under section 4955 ................................right arrow
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 .......................right arrow
$  
3
If the organization incurred a section 4955 tax, did it file Form 4720 for this year? .........................................
4a
Was a correction made? ......................................................................................................................
b
If "Yes," describe in Part IV.
Part I-C
Complete if the organization is exempt under section 501(c), except section 501(c)(3).
1
Enter the amount directly expended by the filing organization for section 527 exempt function activities ..... right arrow
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ............................................................................................................................right arrow

$  
3
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b...........right arrow

$  
4
Did the filing organization file Form 1120-POL for this year? ...................................................................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.
1
2
3
4
5
6
For Paperwork Reduction Act Notice, see the instructions for Form 990.
Cat. No. 50084S
Schedule C (Form 990) 2024

Schedule C (Form 990) 2024
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check right arrowexpenses, and share of excess lobbying expenditures).
B Check right arrow
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.) 		(a) Filing
organization's
totals 		(b) Affiliated group totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ......................    
b Total lobbying expenditures to influence a legislative body (direct lobbying) ........................    
c Total lobbying expenditures (add lines 1a and 1b) ............................................................    
d Other exempt purpose expenditures ...............................................................................    
e Total exempt purpose expenditures (add lines 1c and 1d) ..................................................    
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.		    
If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
Not over $500,00020% of the amount on line 1e.
Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
Over $17,000,000$1,000,000.
g Grassroots nontaxable amount (enter 25% of line 1f) .................................................    
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................................................    
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................................................    
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ...................................................................................................................

4-Year Averaging Period Under Section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in) 		(a) 2021 (b) 2022 (c) 2023 (d) 2024 (e) Total
2a Lobbying nontaxable amount          
b Lobbying ceiling amount
(150% of line 2a, column(e)) 		 
c Total lobbying expenditures          
d Grassroots nontaxable amount          
e Grassroots ceiling amount
(150% of line 2d, column (e))		  
f Grassroots lobbying expenditures          
Schedule C (Form 990) 2024


Schedule C (Form 990) 2024
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
For each "Yes" response on lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
Yes
No
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? ...........................................................................................................
 
No
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........
 
No
c
Media advertisements? ...................................................................................................
 
No
 
d
Mailings to members, legislators, or the public? .............................................................................
 
No
 
e
Publications, or published or broadcast statements? ...........................................................
 
No
 
f
Grants to other organizations for lobbying purposes? ..........................................................
 
No
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? .......................
Yes
 
302,353
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................
 
No
 
i
Other activities? ...................................................................................................................
 
No
 
j
Total. Add lines 1c through 1i ....................................................................................................
302,353
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
No
b
If "Yes," enter the amount of any tax incurred under section 4912 ...........................................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 ...................
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? ........................
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ...............................................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ............................................
2
 
 
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? .................................
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."
1
Dues, assessments and similar amounts from members ......................................................................
1
 
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid).
a
Current year .............................................................................................................................
2a
 
b
Carryover from last year ............................................................................................................
2b
 
c
Total ...........................................................................................................................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ......................................................................................................................
4
 
5
Taxable amount of lobbying and political expenditures. See Instructions .........................................
5
 
Part IV
Supplemental Information
Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY THE LOBBYING ACTIVITIES OF PRESBYTERIAN HEALTHCARE SERVICES (PHS) ARE CONDUCTED PRIMARILY FOR EDUCATIONAL PURPOSES AND DO NOT INCLUDE STRICTLY PROHIBITED EXPENDITURES OR ACTIVITIES RELATED TO THE ELECTION OF PEOPLE TO PUBLIC OFFICE. THE EDUCATION INVOLVES PROVIDING INFORMATION TO LEGISLATORS AND THE PUBLIC REGARDING THE POTENTIAL IMPACT OF PROPOSED LEGISLATION. LOBBYING EFFORTS FOCUS ON THE EFFECT OF LEGISLATION UPON HOSPITALS' ABILITIES TO PROVIDE PATIENT CARE IN A COST-EFFECTIVE MANNER, TO CONTINUE TO PROVIDE HEALTHCARE TO THE INDIGENT POPULATION, TO CONTINUE TO EFFECTUATE COMMUNITY BENEFIT BY MAINTAINING HEALTHCARE FACILITIES IN RURAL AREAS AND TO PROVIDE CERTAIN PROGRAMS TO THE PUBLIC.
Schedule C (Form 990) 2024


Additional Data


Software ID: 24020961
Software Version: 2024v5.1

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
right arrow Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
right arrow Attach to Form 990.
right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
Open to Public Inspection
Name of the organization
Presbyterian Healthcare Services
 
Employer identification number

85-0105601
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate value of contributions to (during year)    
3 Aggregate value of grants from (during year)    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ...................... 2a  
b Total acreage restricted by conservation easements .................... 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after July 25, 2006, and not on a historic structure listed in the National Register ... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year right arrow  
4
Number of states where property subject to conservation easement is located right arrow  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............
6
Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenue included on Form 990, Part VIII, line 1 .........................right arrow $  
(ii)
Assets included in Form 990, Part X ...............................right arrow $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:
a
Revenue included on Form 990, Part VIII, line 1 ..........................right arrow $  
b
Assets included in Form 990, Part X ...............................right arrow $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) (Rev. 1-2025)

Schedule D (Form 990) (Rev. 1-2025)
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b If "Yes," explain the arrangement in Part XIII and complete the following table: Amount
c Beginning balance ............................. 1c  
d Additions during the year ............................ 1d  
e Distributions during the year .......................... 1e  
f Ending balance ................................ 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....
Part V
Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.
(a) Current year (b) Prior year (c) Two years back (d) Three years back (e) Four years back
1a Beginning of year balance ....          
b Contributions ...          
c Net investment earnings, gains, and losses          
d Grants or scholarships ...          
e Other expenditures for facilities
and programs ... 		         
f Administrative expenses ....          
g End of year balance ......          
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment right arrow  
b
Permanent endowment right arrow  
c
Term endowment right arrow  
The percentages on lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) Unrelated organizations .................
3a(i)
 
 
(ii) Related organizations .................
3a(ii)
 
 
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis
(investment) 		(b) Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .....   117,078,857 117,078,857
b Buildings ....   1,395,776,991 686,047,286 709,729,705
c Leasehold improvements   8,302,206 3,581,767 4,720,439
d Equipment ....   688,829,310 534,884,353 153,944,957
e Other .....   332,889,653 210,104,419 122,785,234
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..right arrow 1,108,259,192
Schedule D (Form 990) (Rev. 1-2025)

Schedule D (Form 990) (Rev. 1-2025)
Page 3
Part VII
Investments - Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1) Financial derivatives.........    
(2) Closely-held equity interests........    
(3) Other
(A) Closely-held equity interests		    

(B) Financial derivatives		    

(C) VAR ALT INVEST & CAPITAL FUNDS		 661,177,233 F
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)right arrow 661,177,233
Part VIII
Investments - Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)right arrow  
Part IX
Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1)INSURANCE RECOVERY RECEIVABLE 118,642,076
(2)BOND ISSUANCE 11,107,020
(3)OTHER ASSETS 61,047,343
(4)HDAA RECEIVABLE 226,132,070
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........right arrow 416,928,509
Part X
Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes  
Federal Income Taxes  
PROFESSIONAL LIABILITY RESERVE 336,004,921
TAXABLE BOND LIABILITIES 319,823,395
DEFERRED COMPENSATION 126,321,216
PENSION LIABILITY 104,984,090
WORKER'S COMPENSATION RESERVE 17,708,722
OTHER LIABILITIES 55,181,802


Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)right arrow 960,024,146
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII
Schedule D (Form 990) (Rev. 1-2025)

Schedule D (Form 990) (Rev. 1-2025)
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1  
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ........... 2d 0
e Add lines 2a through 2d ..................... 2e 0
3 Subtract line 2e from line 1.................. 3 0
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIII.) ........... 4b 0
c Add lines 4a and 4b.................... 4c 0
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 0
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1  
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities ......... 2a  
b Prior year adjustments ............ 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ........... 2d 0
e Add lines 2a through 2d.................... 2e 0
3 Subtract line 2e from line 1................... 3 0
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIII.) ........... 4b 0
c Add lines 4a and 4b..................... 4c 0
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 0
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote ASC 740, INCOME TAXES, PRESCRIBES CRITERIA FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. ASC 740 ALSO PROVIDES GUIDANCE ON DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE, AND TRANSITION. PRESBYTERIAN RECOGNIZES INTEREST ASSESSED RELATED TO TAX CONTINGENCIES IN INTEREST EXPENSE AND PENALTIES IN OPERATING EXPENSES. AS OF DECEMBER 31, 2024 AND 2023, THERE WAS NO SIGNIFICANT IMPACT ON THE COMBINED FINANCIAL STATEMENTS RELATED TO THE TAX POSITIONS TAKEN. THERE WERE NO SIGNIFICANT TAX POSITIONS TAKEN BY MANAGEMENT THAT REQUIRED ACCRUAL AS OF DECEMBER 31, 2024 OR 2023.
Schedule D (Form 990) (Rev. 1-2025)


Additional Data


Software ID: 24020961
Software Version: 2024v5.1




SCHEDULE F(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right arrow Complete if the organization answered "Yes" to Form 990, Part IV, line 14b, 15, or 16.Right arrow Attach to Form 990.Right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
Open to Public Inspection
Name of the organization
Presbyterian Healthcare Services
 
Employer identification number

85-0105601
Part I
General Information on Activities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 14b.
1
For grantmakers. Does the organization maintain records to substantiate the amount of its grants and
other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used
to award the grants or assistance? . . . . . . . . . . . . . . . . . . . . . . . . .
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.
3
Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees, agents, and independent contractors in the region (d) Activities conducted in region (by type) (such as, fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in the region		 (f) Total expenditures
for and investments
in the region
Central America and the Caribbean     Investments   260,836,212
Europe (Including Iceland and Greenland)     Investments   102,372,467
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
3a Sub-total .... 0 0 363,208,679
b Total from continuation sheets to Part I ... 0 0 0
c Totals (add lines 3a and 3b) 0 0 363,208,679
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) (Rev. 1-2025)
Schedule F (Form 990) (Rev. 1-2025)
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)		 (c) Region (d) Purpose of
grant 		(e) Amount of
cash grant 		(f) Manner of
cash
disbursement 		(g) Amount
of noncash
assistance 		(h) Description
of noncash
assistance 		(i) Method of
valuation
(book, FMV,
appraisal, other)
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
2 Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .......MediumBullet
 
3 Enter total number of other organizations or entities .......................MediumBullet
 
Schedule F (Form 990) (Rev. 1-2025)
Schedule F (Form 990) (Rev. 1-2025)Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 16.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant 		(e) Manner of cash
disbursement 		(f) Amount of
noncash
assistance 		(g) Description
of noncash
assistance 		(h) Method of
valuation
(book, FMV,
appraisal, other)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) (Rev. 1-2025)
Schedule F (Form 990) (Rev. 1-2025)
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2 Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to separately file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A; don't file with Form 990). . . . . . . . . . . . . . . . . . . . . . . .
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471). . . . . . . . . . . . . . . . . . . . . . . . . . . .
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621) .
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships (see Instructions for Form 8865). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to separately file Form 5713, International Boycott Report (see Instructions for Form 5713; don't file with Form 990).. . . . . . . . . . . . . . . . . . . . . . . . . . . .
Schedule F (Form 990) (Rev. 1-2025)
Schedule F (Form 990) (Rev. 1-2025)
Page 5
Part V
Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information. See instructions.
ReturnReference Explanation
Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements CENTRAL AMERICA AND THE CARIBBEAN-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual
Schedule F, Part V SCHEDULE F, PART I- FOREIGN INVESTMENTS THE INVESTMENTS IN FOREIGN-BASED PRODUCTS INCLUDE INVESTMENTS MADE THROUGH A FOREIGN HEADQUARTERED EQUITY FUND, THREE U.S.-BASED EQUITY AND FIXED INCOME FUNDS, AND SEVERAL UNRELATED HEDGE FUNDS AND PRIVATE PARTNERSHIP INVESTMENTS. THE EQUITY AND FIXED INCOME FUNDS INVEST IN PUBLICLY TRADED STOCKS AND BONDS IN DEVELOPED AND EMERGING MARKET COUNTRIES WHILE THE HEDGE FUND AND PARTNERSHIP INVESTMENTS ARE MADE TO PROVIDE DIVERSIFICATION AND TO BE UNCORRELATED FROM OUR OTHER INVESTMENTS IN MORE TRADITIONAL DEBT AND EQUITY INSTRUMENTS. THESE HEDGE FUNDS AND PARTNERSHIPS UTILIZE VARIOUS STRATEGIES TO ACHIEVE RETURNS INCLUDING REAL ESTATE AND ENERGY-RELATED INVESTMENTS, LONG/SHORT EQUITY, EVENT ARBITRAGE, DISTRESSED CREDIT, AND FIXED INCOME ARBITRAGE, AMONG OTHERS.
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) (Rev. 1-2025)
Additional Data


Software ID: 24020961
Software Version: 2024v5.1



SCHEDULE H
(Form 990)
Department of the Treasury
Internal Revenue Service
Hospitals
Medium right arrow Complete if the organization answered "Yes" on Form 990, Part IV, question 20a.
Medium right arrow Attach to Form 990.
Medium right arrow Go to www.irs.gov/Form990EZ for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
Name of the organization
Presbyterian Healthcare Services
 
Employer identification number

85-0105601
Part I
Financial Assistance and Certain Other Community Benefits at Cost
Yes
No
1a
Did the organization have a financial assistance policy during the tax year? If "No," skip to question 6a . . . .
1a
Yes
 
b
If "Yes," was it a written policy? ......................
1b
Yes
 
2
If the organization had multiple hospital facilities, indicate which of the following best describes application of the financial assistance policy to its various hospital facilities during the tax year.
3
Answer the following based on the financial assistance eligibility criteria that applied to the largest number of the organization's patients during the tax year.
a
Did the organization use Federal Poverty Guidelines (FPG) as a factor in determining eligibility for providing free care?
If "Yes," indicate which of the following was the FPG family income limit for eligibility for free care:
3a
Yes
 
%
b
Did the organization use FPG as a factor in determining eligibility for providing discounted care? If "Yes," indicate
which of the following was the family income limit for eligibility for discounted care: . . . . . . . .
3b
Yes
 
%
c
If the organization used factors other than FPG in determining eligibility, describe in Part VI the criteria used for determining eligibility for free or discounted care. Include in the description whether the organization used an asset test or other threshold, regardless of income, as a factor in determining eligibility for free or discounted care.
4
Did the organization's financial assistance policy that applied to the largest number of its patients during the tax year provide for free or discounted care to the "medically indigent"? . . . . . . . . . . . . .

4

 

 
5a
Did the organization budget amounts for free or discounted care provided under its financial assistance policy during
the tax year? . . . . . . . . . . . . . . . . . . . . . . .

5a

 

 
b
If "Yes," did the organization's financial assistance expenses exceed the budgeted amount? . . . . . .
5b
 
 
c
If "Yes" to line 5b, as a result of budget considerations, was the organization unable to provide free or discountedcare to a patient who was eligibile for free or discounted care? . . . . . . . . . . . . .
5c
 
 
6a
Did the organization prepare a community benefit report during the tax year? . . . . . . . . .
6a
 
 
b
If "Yes," did the organization make it available to the public? . . . . . . . . . . . . .
6b
 
 
Complete the following table using the worksheets provided in the Schedule H instructions. Do not submit these worksheets with the Schedule H.
7
Financial Assistance and Certain Other Community Benefits at Cost
Financial Assistance and
Means-Tested
Government Programs
 (a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community benefit expense (d) Direct offsetting revenue (e) Net community benefit expense (f) Percent of total expense
a Financial Assistance at cost
(from Worksheet 1) . . . 		    64,746,579   64,746,579 2.300 %
b Medicaid (from Worksheet 3, column a) . . . . .     608,619,450 712,460,707 0 0 %
c Costs of other means-tested government programs (from Worksheet 3, column b) . .         0 0 %
d Total Financial Assistance and Means-Tested Government Programs . . . . . 0 0 673,366,029 712,460,707 64,746,579 2.300 %
Other Benefits
e Community health improvement services and community benefit operations (from Worksheet 4).     5,665,202   5,665,202 0.201 %
f Health professions education (from Worksheet 5) . . .     10,076,182   10,076,182 0.358 %
g Subsidized health services (from Worksheet 6) . . . .     58,288,252 35,457,246 22,831,006 0.811 %
h Research (from Worksheet 7) .         0 0 %
i Cash and in-kind contributions for community benefit (from Worksheet 8) . . . .     962,807   962,807 0.034 %
j Total. Other Benefits . . 0 0 74,992,443 35,457,246 39,535,197 1.404 %
k Total. Add lines 7d and 7j . 0 0 748,358,472 747,917,953 104,281,776 3.705 %
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2024
Schedule H (Form 990) 2024
Page
Part II
Community Building Activities Complete this table if the organization conducted any community building activities during the tax year, and describe in Part VI how its community building activities promoted the health of the communities it serves.
(a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community building expense (d) Direct offsetting
revenue 		(e) Net community building expense (f) Percent of total expense
1 Physical improvements and housing         0 0 %
2 Economic development     35,329   35,329 0.001 %
3 Community support     18,595   18,595 0.001 %
4 Environmental improvements         0 0 %
5 Leadership development and
training for community members		         0 0 %
6 Coalition building         0 0 %
7 Community health improvement advocacy         0 0 %
8 Workforce development     505,538   505,538 0.018 %
9 Other         0 0 %
10 Total 0 0 559,462 0 559,462 0.020 %
Part III
Bad Debt, Medicare, & Collection Practices
Section A. Bad Debt Expense
Yes
No
1
Did the organization report bad debt expense in accordance with Healthcare Financial Management Association Statement No. 15? ..........................
1
Yes
 
2
Enter the amount of the organization's bad debt expense. Explain in Part VI the methodology used by the organization to estimate this amount. ......
2
28,303,051
3
Enter the estimated amount of the organization's bad debt expense attributable to patients eligible under the organization's financial assistance policy. Explain in Part VI the methodology used by the organization to estimate this amount and the rationale, if any, for including this portion of bad debt as community benefit. ......
3
17,811,110
4
Provide in Part VI the text of the footnote to the organization’s financial statements that describes bad debt expense or the page number on which this footnote is contained in the attached financial statements.
Section B. Medicare
5
Enter total revenue received from Medicare (including DSH and IME).....
5
822,706,506
6
Enter Medicare allowable costs of care relating to payments on line 5.....
6
1,099,785,890
7
Subtract line 6 from line 5. This is the surplus (or shortfall)........
7
-277,079,384
8
Describe in Part VI the extent to which any shortfall reported in line 7 should be treated as community benefit.Also describe in Part VI the costing methodology or source used to determine the amount reported on line 6.Check the box that describes the method used:
Section C. Collection Practices
9a
Did the organization have a written debt collection policy during the tax year? ..........
9a
Yes
 
b
If "Yes," did the organization’s collection policy that applied to the largest number of its patients during the tax year
contain provisions on the collection practices to be followed for patients who are known to qualify for financial assistance? Describe in Part VI .........................

9b

Yes

 
Part IV
Management Companies and Joint Ventures(owned 10% or more by officers, directors, trustees, key employees, and physicians—see instructions)
(a) Name of entity (b) Description of primary
activity of entity 		(c) Organization's
profit % or stock
ownership % 		(d) Officers, directors,
trustees, or key
employees' profit %
or stock ownership % 		(e) Physicians'
profit % or stock
ownership %
1
2
3
4
5
6
7
8
9
10
11
12
13
Schedule H (Form 990) 2024
Schedule H (Form 990) 2024
Page
Part VFacility Information
Section A. Hospital Facilities
(list in order of size from largest to smallest—see instructions)How many hospital facilities did the organization operate during the tax year?9Name, address, primary website address, and state license number (and if a group return, the name and EIN of the subordinate hospital organization that operates the hospital facility) 		Licensed Hospital General Medical and Surgical Children's Hospital Teaching Hospital Critical Access Hospital Research Facility ER-24Hours ER-Other Other (describe) Facility reporting group
1 PRESBYTERIAN HOSPITAL
1100 CENTRAL AVE SE
ALBUQUERQUE,NM87106
WWW.PHS.ORG
6022 		X X         X     B
2 PRESBYTERIAN RUST MEDICAL CENTER
2400 UNSER BLVD SE
RIO RANCHO,NM87124
WWW.PHS.ORG
6022H3 		X X         X     B
3 PLAINS REGIONAL MEDICAL CENTER
2100 N MARTIN LUTHER KING JR BLVD
CLOVIS,NM88101
WWW.PHS.ORG
6052 		X X         X     A
4 PRESBYTERIAN SANTA FE MEDICAL CENTER
4801 BECKNER ROAD
SANTA FE,NM87507
WWW.PHS.ORG
3617 		X X         X     A
5 PRESBYTERIAN ESPANOLA HOSPITAL
1010 SPRUCE ST
ESPANOLA,NM87532
WWW.PHS.ORG
6090 		X X         X     A
6 PRESBYTERIAN KASEMAN HOSPITAL
8300 CONSTITUTION AVE NE
ALBUQUERQUE,NM87110
WWW.PHS.ORG
6022H2 		X X         X     B
7 LINCOLN COUNTY MEDICAL CENTER
211 SUDDERTH DR
RUIDOSO,NM88345
WWW.PHS.ORG
3199 		X X     X   X     A
8 SOCORRO GENERAL HOSPITAL
1202 HIGHWAY 60 WEST
SOCORRO,NM87801
WWW.PHS.ORG
3014 		X X     X   X     A
9 DR DAN C TRIGG MEMORIAL HOSPITAL
301 E MIEL DE LUNA
TUCUMCARI,NM88401
WWW.PHS.ORG
3011 		X X     X   X     A
Schedule H (Form 990) 2024
Schedule H (Form 990) 2024
Page 4
Part VFacility Information (continued)

Section B. Facility Policies and Practices

(Complete a separate Section B for each of the hospital facilities or facility reporting groups listed in Part V, Section A)
B
Name of hospital facility or letter of facility reporting group  
Line number of hospital facility, or line numbers of hospital facilities in a facility
reporting group (from Part V, Section A): 		3
Yes No
Community Health Needs Assessment
1 Was the hospital facility first licensed, registered, or similarly recognized by a state as a hospital facility in the current tax year or the immediately preceding tax year?........................ 1   No
2 Was the hospital facility acquired or placed into service as a tax-exempt hospital in the current tax year or the immediately preceding tax year? If “Yes,” provide details of the acquisition in Section C............... 2   No
3 During the tax year or either of the two immediately preceding tax years, did the hospital facility conduct a community health needs assessment (CHNA)? If "No," skip to line 12...................... 3 Yes  
If "Yes," indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
4 Indicate the tax year the hospital facility last conducted a CHNA: 20 22
5 In conducting its most recent CHNA, did the hospital facility take into account input from persons who represent the broad interests of the community served by the hospital facility, including those with special knowledge of or expertise in public health? If "Yes," describe in Section C how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted ................. 5 Yes  
6 a Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Section C.................................. 6a Yes  
b Was the hospital facility’s CHNA conducted with one or more organizations other than hospital facilities?” If “Yes,” list the other organizations in Section C. ............................ 6b   No
7 Did the hospital facility make its CHNA report widely available to the public?.............. 7 Yes  
If "Yes," indicate how the CHNA report was made widely available (check all that apply):
a
b
c
d
8 Did the hospital facility adopt an implementation strategy to meet the significant community health needs
identified through its most recently conducted CHNA? If "No," skip to line 11. .............. 		8 Yes  
9 Indicate the tax year the hospital facility last adopted an implementation strategy: 20 22
10 Is the hospital facility's most recently adopted implementation strategy posted on a website?......... 10 Yes  
a If "Yes" (list url): https://www.phs.org/community/committed-to-community-health/reports
b If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ...... 10b    
11 Describe in Section C how the hospital facility is addressing the significant needs identified in its most recently conducted CHNA and any such needs that are not being addressed together with the reasons why such needs are not being addressed.
12a Did the organization incur an excise tax under section 4959 for the hospital facility's failure to conduct a CHNA as required by section 501(r)(3)?............................... 12a   No
b If "Yes" on line 12a, did the organization file Form 4720 to report the section 4959 excise tax?........ 12b    
c If "Yes" on line 12b, what is the total amount of section 4959 excise tax the organization reported on Form 4720 for all of its hospital facilities? $  

Schedule H (Form 990) 2024
Schedule H (Form 990) 2024
Page 5
Part VFacility Information (continued)

Financial Assistance Policy (FAP)
B
Name of hospital facility or letter of facility reporting group  
Yes No
Did the hospital facility have in place during the tax year a written financial assistance policy that:
13 Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care? 13 Yes  
If “Yes,” indicate the eligibility criteria explained in the FAP:
a Federal poverty guidelines (FPG), with FPG family income limit for eligibility for free care of 200.0%
and FPG family income limit for eligibility for discounted care of 400.0%
b
c
d
e
f
g
h
14 Explained the basis for calculating amounts charged to patients?................. 14 Yes  
15 Explained the method for applying for financial assistance?................... 15 Yes  
If “Yes,” indicate how the hospital facility’s FAP or FAP application form (including accompanying instructions) explained the method for applying for financial assistance (check all that apply):
a Described the information the hospital facility may require an individual to provide as part of his or her application
b Described the supporting documentation the hospital facility may require an individual to submit as part of his or
her application
c Provided the contact information of hospital facility staff who can provide an individual with information about the
FAP and FAP application process
d Provided the contact information of nonprofit organizations or government agencies that may be sources of
assistance with FAP applications
e Other (describe in Section C)
16 Was widely publicized within the community served by the hospital facility?........ 16 Yes  
If "Yes," indicate how the hospital facility publicized the policy (check all that apply):
a
http://www.phs.org/FINANCIALASSISTANCE
b
http://www.phs.org/FINANCIALASSISTANCE
c
d
e
f
g
h
i
j
Schedule H (Form 990) 2024
Schedule H (Form 990) 2024
Page 6
Part VFacility Information (continued)

Billing and Collections
B
Name of hospital facility or letter of facility reporting group  
Yes No
17 Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy (FAP) that explained all of the actions the hospital facility or other authorized party may take upon nonpayment?.................................. 17 Yes  
18 Check all of the following actions against an individual that were permitted under the hospital facility's policies during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP:
a
b
c
d
e
f
19 Did the hospital facility or other authorized party perform any of the following actions during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP?............ 19   No
If "Yes," check all actions in which the hospital facility or a third party engaged:
a
b
c
d
e
20 Indicate which efforts the hospital facility or other authorized party made before initiating any of the actions listed (whether or not checked) in line 19. (check all that apply):
a
b
c
d
e
f
Policy Relating to Emergency Medical Care
21 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that required the hospital facility to provide, without discrimination, care for emergency medical conditions to individuals regardless of their eligibility under the hospital facility’s financial assistance policy?.................. 21 Yes  
If "No," indicate why:
a
b
c
d
Schedule H (Form 990) 2024
Schedule H (Form 990) 2024
Page 7
Part VFacility Information (continued)

Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)
B
Name of hospital facility or letter of facility reporting group  
Yes No
22 Indicate how the hospital facility determined, during the tax year, the maximum amounts that can be charged to FAP-eligible individuals for emergency or other medically necessary care.
a
b
c
d
23 During the tax year, did the hospital facility charge any FAP-eligible individual to whom the hospital facility provided emergency or other medically necessary services more than the amounts generally billed to individuals who had insurance covering such care? ............................... 23   No
If "Yes," explain in Section C.
24 During the tax year, did the hospital facility charge any FAP-eligible individual an amount equal to the gross charge for any service provided to that individual? ........................... 24   No
If "Yes," explain in Section C.
Schedule H (Form 990) 2024
Schedule H (Form 990) 2024
Page 4
Part VFacility Information (continued)

Section B. Facility Policies and Practices

(Complete a separate Section B for each of the hospital facilities or facility reporting groups listed in Part V, Section A)
A
Name of hospital facility or letter of facility reporting group  
Line number of hospital facility, or line numbers of hospital facilities in a facility
reporting group (from Part V, Section A): 		6
Yes No
Community Health Needs Assessment
1 Was the hospital facility first licensed, registered, or similarly recognized by a state as a hospital facility in the current tax year or the immediately preceding tax year?........................ 1   No
2 Was the hospital facility acquired or placed into service as a tax-exempt hospital in the current tax year or the immediately preceding tax year? If “Yes,” provide details of the acquisition in Section C............... 2   No
3 During the tax year or either of the two immediately preceding tax years, did the hospital facility conduct a community health needs assessment (CHNA)? If "No," skip to line 12...................... 3 Yes  
If "Yes," indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
4 Indicate the tax year the hospital facility last conducted a CHNA: 20 22
5 In conducting its most recent CHNA, did the hospital facility take into account input from persons who represent the broad interests of the community served by the hospital facility, including those with special knowledge of or expertise in public health? If "Yes," describe in Section C how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted ................. 5 Yes  
6 a Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Section C.................................. 6a   No
b Was the hospital facility’s CHNA conducted with one or more organizations other than hospital facilities?” If “Yes,” list the other organizations in Section C. ............................ 6b   No
7 Did the hospital facility make its CHNA report widely available to the public?.............. 7 Yes  
If "Yes," indicate how the CHNA report was made widely available (check all that apply):
a
b
c
d
8 Did the hospital facility adopt an implementation strategy to meet the significant community health needs
identified through its most recently conducted CHNA? If "No," skip to line 11. .............. 		8 Yes  
9 Indicate the tax year the hospital facility last adopted an implementation strategy: 20 22
10 Is the hospital facility's most recently adopted implementation strategy posted on a website?......... 10 Yes  
a If "Yes" (list url): https://www.phs.org/COMMUNITY/COMMITTED-TO-COMMUNITY-HEALTH/PAGES/REPORTS.ASPX
b If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ...... 10b    
11 Describe in Section C how the hospital facility is addressing the significant needs identified in its most recently conducted CHNA and any such needs that are not being addressed together with the reasons why such needs are not being addressed.
12a Did the organization incur an excise tax under section 4959 for the hospital facility's failure to conduct a CHNA as required by section 501(r)(3)?............................... 12a   No
b If "Yes" on line 12a, did the organization file Form 4720 to report the section 4959 excise tax?........ 12b    
c If "Yes" on line 12b, what is the total amount of section 4959 excise tax the organization reported on Form 4720 for all of its hospital facilities? $  

Schedule H (Form 990) 2024
Schedule H (Form 990) 2024
Page 5
Part VFacility Information (continued)

Financial Assistance Policy (FAP)
A
Name of hospital facility or letter of facility reporting group  
Yes No
Did the hospital facility have in place during the tax year a written financial assistance policy that:
13 Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care? 13 Yes  
If “Yes,” indicate the eligibility criteria explained in the FAP:
a Federal poverty guidelines (FPG), with FPG family income limit for eligibility for free care of 200.0%
and FPG family income limit for eligibility for discounted care of 400.0%
b
c
d
e
f
g
h
14 Explained the basis for calculating amounts charged to patients?................. 14 Yes  
15 Explained the method for applying for financial assistance?................... 15 Yes  
If “Yes,” indicate how the hospital facility’s FAP or FAP application form (including accompanying instructions) explained the method for applying for financial assistance (check all that apply):
a Described the information the hospital facility may require an individual to provide as part of his or her application
b Described the supporting documentation the hospital facility may require an individual to submit as part of his or
her application
c Provided the contact information of hospital facility staff who can provide an individual with information about the
FAP and FAP application process
d Provided the contact information of nonprofit organizations or government agencies that may be sources of
assistance with FAP applications
e Other (describe in Section C)
16 Was widely publicized within the community served by the hospital facility?........ 16 Yes  
If "Yes," indicate how the hospital facility publicized the policy (check all that apply):
a
http://www.phs.org/FINANCIALASSISTANCE
b
http://www.phs.org/FINANCIALASSISTANCE
c
d
e
f
g
h
i
j
Schedule H (Form 990) 2024
Schedule H (Form 990) 2024
Page 6
Part VFacility Information (continued)

Billing and Collections
A
Name of hospital facility or letter of facility reporting group  
Yes No
17 Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy (FAP) that explained all of the actions the hospital facility or other authorized party may take upon nonpayment?.................................. 17 Yes  
18 Check all of the following actions against an individual that were permitted under the hospital facility's policies during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP:
a
b
c
d
e
f
19 Did the hospital facility or other authorized party perform any of the following actions during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP?............ 19   No
If "Yes," check all actions in which the hospital facility or a third party engaged:
a
b
c
d
e
20 Indicate which efforts the hospital facility or other authorized party made before initiating any of the actions listed (whether or not checked) in line 19. (check all that apply):
a
b
c
d
e
f
Policy Relating to Emergency Medical Care
21 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that required the hospital facility to provide, without discrimination, care for emergency medical conditions to individuals regardless of their eligibility under the hospital facility’s financial assistance policy?.................. 21 Yes  
If "No," indicate why:
a
b
c
d
Schedule H (Form 990) 2024
Schedule H (Form 990) 2024
Page 7
Part VFacility Information (continued)

Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)
A
Name of hospital facility or letter of facility reporting group  
Yes No
22 Indicate how the hospital facility determined, during the tax year, the maximum amounts that can be charged to FAP-eligible individuals for emergency or other medically necessary care.
a
b
c
d
23 During the tax year, did the hospital facility charge any FAP-eligible individual to whom the hospital facility provided emergency or other medically necessary services more than the amounts generally billed to individuals who had insurance covering such care? ............................... 23   No
If "Yes," explain in Section C.
24 During the tax year, did the hospital facility charge any FAP-eligible individual an amount equal to the gross charge for any service provided to that individual? ........................... 24   No
If "Yes," explain in Section C.
Schedule H (Form 990) 2024
Schedule H (Form 990) 2024
Page 8
Part V
Facility Information (continued)
Section C. Supplemental Information for Part V, Section B. Provide descriptions required for Part V, Section B, lines 2, 3j, 5, 6a, 6b, 7d, 11, 13b, 13h, 15e, 16j, 18e, 19e, 20a, 20b, 20c, 20d, 20e, 21c, 21d, 23, and 24. If applicable, provide separate descriptions for each hospital facility in a facility reporting group, designated by facility reporting group letter and hospital facility line number from Part V, Section A (“A, 1,” “A, 4,” “B, 2,” “B, 3,” etc.) and name of hospital facility.
Form and Line Reference Explanation
Schedule H, Part V, Section B, Line 3E FACILITY NAME: FACILITY REPORTING GROUP B: AS PART OF THE CHNA PROCESS, PRESBYTERIAN'S COMMUNITY HEALTH DEPARTMENT (PCH) PLANNED AND EXECUTED ASSESSMENT ACTIVITIES IN EACH COMMUNITY - BERNALILLO, SANDOVAL, VALENCIA, AND TORRANCE COUNTIES - TO CONDUCT INITIAL COMMUNITY FORUMS TO IDENTIFY POTENTIAL PRIORITIES. ALONG WITH THE COUNTY HEALTH COUNCILS, PCH HOSTED AN INDICATOR PRIORITIZATION SESSION THAT CONSISTED OF PRESENTING AND DISCUSSING MAJOR HEALTH INDICATORS AND PUBLIC HEALTH DATA OBTAINED FROM THE STATE'S INDICATOR-BASED INFORMATION SYSTEM (NM IBIS) AS WELL AS OTHER NATIONAL DATABASES. THESE DISCUSSIONS INCLUDED COMMUNITY MEMBERS, BUSINESS OWNERS, HEALTHCARE WORKERS, STATE DEPARTMENT OF HEALTH REPRESENTATIVES, REPRESENTATIVES OF UNDER-RESOURCED POPULATIONS, COMMUNITY SERVICE AGENCIES, AND LOCAL GOVERNMENT. FACILITATED BY THE PRESBYTERIAN COMMUNITY HEALTH EPIDEMIOLOGIST, PARTICIPANTS IDENTIFIED AND DISCUSSED KEY STATISTICS AND MAJOR HEALTH PRIORITIES FOR THEIR COMMUNITY, WITH A FOCUS ON DEMOGRAPHICS OF THE COMMUNITY, UPSTREAM, DOWNSTREAM, AND OUTCOME-BASED DATA. PARTICIPANTS WERE ALSO ENCOURAGED TO CONTRIBUTE THEIR OWN IDEAS, STORIES, OR DATA-DRIVEN PRIORITIES. VIRTUAL POLLING AND PRIORITIZATION ACTIVITIES WERE USED TO IDENTIFY COMMUNITY HEALTH PRIORITIES ACCORDING TO QUANTITATIVE, QUALITATIVE AND EXPERIENCE-BASED CONSIDERATIONS. THESE VOTES WERE TALLIED AND THE INDICATORS WITH THE HIGHEST VOTES WERE GROUPED INTO CATEGORIES AND PRESENTED AT FOLLOW-UP FORUMS IN EACH COMMUNITY TO VERIFY THE PRIORITY AREAS CHOSEN. ADDITIONALLY, PCH DESIGNED AN ONLINE SURVEY DISTRIBUTED THROUGH HEALTH COUNCILS AND GOOGLE WITH THE SAME TOPIC PRIORITIZATION STRUCTURE TO REACH PEOPLE WHO COULD NOT ATTEND THE FORUMS. THE SURVEY RESULTS WERE COMPILED FOR EACH COMMUNITY AND SURVEY PRIORITIES WERE RANKED ACCORDING TO HOW MANY PEOPLE SELECTED EACH INDICATOR. PCH WORKED WITH HOSPITAL LEADERSHIP AND COMMUNITY MEMBERS TO REVIEW, CATEGORIZE, AND RANK IN ORDER OF IMPORTANCE THIS COMMUNITY INPUT ON PRIORITIZATION OF NEEDS AT SUBSEQUENT FORUMS. PCH THEN PRIORITIZED THREE BROAD NEEDS, RANKED IN ORDER OF PRIORITY AS DETERMINED BY THE COMMUNITY, WHICH ARE LISTED IN ORDER IN THE CHNA: BEHAVIORAL HEALTH, SOCIAL HEALTH, AND PHYSICAL HEALTH THROUGH UNDERLYING HEALTH EQUITY AND ACCESS LENSES THAT ARE APPLIED TO ALL PRIORITY AREAS. THE IMPORTANCE TO THE COMMUNITY AS WELL AS CONSIDERATION OF SIZE AND SEVERITY OF THE NEED, COMMUNITY ASSETS, ALIGNMENT WITH PHS PURPOSE, VISION, AND VALUES, EXISTING INTERVENTIONS, SUSTAINABILITY, RESOURCES, AND POTENTIAL FOR GREATEST IMPACT INFORMED THE SELECTION AND PRIORITIZATION OF SPECIFIC COMMUNITY NEEDS ABOVE OTHERS.
Schedule H, Part V, Section B, Line 5 Facility B, 1 Facility B, 1 - FACILITY REPORTING GROUP B:. FOR THE PURPOSES OF THE COMMUNITY HEALTH NEEDS ASSESSMENT, PRESBYTERIAN HEALTHCARE SERVICES (PHS) HAS GENERALLY DEFINED THE "COMMUNITY" OF EACH HOSPITAL AS THE COUNTY IN WHICH THE HOSPITAL IS LOCATED. IN 2022, AS PART OF THE COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) PROCESS, EACH HOSPITAL AND THE PRESBYTERIAN COMMUNITY HEALTH DEPARTMENT (PCH) CONTRACTED WITH THE LOCAL COUNTY HEALTH COUNCILS TO HELP PRESBYTERIAN COMPLETE A COMMUNITY HEALTH ASSESSMENT, CONVENE COMMUNITY, AND IDENTIFY SIGNIFICANT COMMUNITY HEALTH NEEDS FOR EACH COUNTY. SIGNIFICANT HEALTH PRIORITIES WERE DETERMINED AS A RESULT OF ANALYSIS OF EPIDEMIOLOGICAL DATA AND COMMUNITY INPUT IN THE FORM OF FORUMS AND SURVEYS, MADE UP OF COMMUNITY REPRESENTATIVES (SPECIFIC AGENCIES REPRESENTED ARE LISTED IN EACH CHNA), WITH THE HELP OF LOCAL PUBLIC HEALTH AND HEALTHCARE REPRESENTATIVES AS WELL AS REPRESENTATIVES FROM THE NEW MEXICO DEPARTMENT OF HEALTH, INCLUDING THE EPIDEMIOLOGY AND RESPONSE AND PUBLIC HEALTH DIVISIONS. HEALTH COUNCIL MEMBERSHIP IS OPEN TO ALL IN THE COMMUNITY AND INCLUDES MEMBERS OF THE BUSINESS COMMUNITY, HEALTHCARE SECTOR, NON-PROFIT AND SOCIAL SERVICE SECTORS, PUBLIC SECTOR - INCLUDING EDUCATION, PUBLIC BENEFITS, MILITARY/VETERANS, SENIOR AFFAIRS, PLANNING, AND LAW ENFORCEMENT - AND COMMUNITY MEMBERS AT LARGE. IN PREPARATION FOR THE ASSESSMENT PROCESS, PCH WENT THROUGH LOCAL AND STATEWIDE STAKEHOLDER ANALYSES AND MADE ADDITIONAL EFFORTS TO INCREASE COMMUNITY STAKEHOLDER ENGAGEMENT WITH A FOCUS ON EQUITY AND INCLUSION OF VOICES AND EXPERIENCES OFTEN UNDERREPRESENTED. IN 2022, PCH ALSO WORKED WITH LOCAL AND HEALTH SYSTEM-WIDE LEADERSHIP, INCLUDING EACH HOSPITAL'S BOARD OF DIRECTORS, TO REVIEW AND PRIORITIZE THE SIGNIFICANT HEALTH NEEDS FOR 2023-2025. THESE BOARD MEMBERS ARE REPRESENTATIVE OF THE COMMUNITIES, PATIENTS, MEMBERS, PHYSICIANS AND STAKEHOLDERS SERVED. BOARDS INCLUDE CIVIL SERVANTS, BUSINESS & NON-PROFIT LEADERS, EDUCATORS, AND PHYSICIAN LEADERS WHO HAVE SPECIAL KNOWLEDGE OF THE HEALTH NEEDS AND ASSETS IN THEIR COMMUNITY. PER IRS REQUIREMENTS, PRESBYTERIAN HEAVILY WEIGHTED COMMUNITY INPUT IN IDENTIFYING AND PRIORITIZING SIGNIFICANT HEALTH NEEDS AND RESOURCES. COMMUNITY INPUT FROM THE COUNTY HEALTH COUNCILS, MUNICIPAL AND TRIBAL GOVERNMENT LEADERS, THE VOLUNTEER COMMUNITY LEADERS THAT MAKE UP EACH OF PRESBYTERIAN'S HOSPITAL BOARDS OF DIRECTORS, COMMUNITY ORGANIZATIONS, COMMUNITY MEMBERS, AND REPRESENTATIVES FROM THE NEW MEXICO DEPARTMENT OF HEALTH WERE SOLICITED IN NUMEROUS WAYS, INCLUDING SURVEYS, PUBLIC FORUMS HELD FROM NOVEMBER 2021 THROUGH JUNE 2022, FOCUS GROUPS, KEY INFORMANT INTERVIEWS, BOARD AND ADVISORY MEETINGS, AND WRITTEN FEEDBACK. COMMUNITY FORUM PARTICIPANTS INCLUDED: - PEOPLE WITH SPECIAL KNOWLEDGE OF OR EXPERTISE IN PUBLIC HEALTH INCLUDING LOCAL, COUNTY LEVEL, STATE LEVEL PUBLIC HEALTH OFFICIALS, ACADEMICS, AND PUBLIC HEALTH PROFESSIONALS EMPLOYED BY OTHER ENTITIES, INCLUDING PRESBYTERIAN, UNIVERSITY OF NEW MEXICO, AND THE ALLIANCE OF HEALTH COUNCILS. - FEDERAL, TRIBAL, REGIONAL, STATE OR LOCAL HEALTH OR OTHER DEPARTMENTS OR AGENCIES WITH CURRENT DATA OR OTHER INFORMATION RELEVANT TO THE HEALTH NEEDS OF THE COMMUNITY SERVED BY THE HOSPITAL FACILITY. - LEADERS, REPRESENTATIVES OR MEMBERS OF MEDICALLY UNDERSERVED, LOW-INCOME AND MINORITY POPULATIONS, AND POPULATIONS WITH CHRONIC DISEASE NEEDS, INCLUDING: ELDERLY AND AGING POPULATIONS; POPULATIONS DISPROPORTIONATELY IMPACTED BY INCARCERATION, SUBSTANCE USE, OR VIOLENCE; YOUNG CHILDREN, FAMILIES, AND ADOLESCENTS; BOTH RESERVATION- AND URBAN-DWELLING NATIVE AMERICANS; RURAL-DWELLING RESIDENTS; NON-ENGLISH SPEAKERS; AND POPULATIONS LIVING IN MIXED CITIZEN STATUS FAMILIES, IN THE COMMUNITY SERVED BY THE HOSPITAL - BUSINESS AND ECONOMIC DEVELOPMENT PROFESSIONALS AND NON-PROFIT LEADERS. SOME OF THE ORGANIZATIONS/ENTITIES REPRESENTED INCLUDE: FEDERALLY QUALIFIED HEALTH CENTERS AND SPECIALTY MEDICAL GROUPS, NM VETERANS AFFAIRS, COUNTY OF SANDOVAL TRIBAL LIASION PROGRAM, THE CHILDREN YOUTH AND FAMILIES DEPARTMENT, PUBLIC SCHOOLS, CRISIS AND COUNSELING SERVICES, TRIBAL ORGANIZATIONS INCLUDING THE PUEBLO OF JEMEZ, THE STATE OF NM ECONOMIC DIVISION, NUMEROUS SOCIAL SERVICE AND LOCAL NONPROFIT ORGANIZATIONS INCLUDING THE UNITED WAY, ROADRUNNER FOODBANK, AND SERVICIOS Y MAS, AND LOCAL FARMERS. COMMUNITY FORUM PARTICIPANTS ENGAGED IN GROUP DISCUSSIONS IN WHICH THEY COULD SUGGEST PRACTICAL RECOMMENDATIONS TO SUPPORT POSITIVE CHANGE IN THEIR COMMUNITY. IN THESE DISCUSSIONS, FORUM PARTICIPANTS ADDRESSED THE BARRIERS, OPPORTUNITIES, ASSETS, AND POTENTIAL STRATEGIES FOR ACHIEVING THE STATED PRIORITIES. PCH CONDUCTED FOCUS GROUPS AND KEY INFORMANT INTERVIEWS WITH KEY PRIORITY POPULATIONS INCLUDING NATIVE AMERICANS, SPANISH-SPEAKING INDIVIDUALS (CONDUCTED IN SPANISH), AND YOUTH. THESE FOCUS GROUPS INCLUDED PEOPLE FROM ALL OVER THE STATE BUT FOCUSED ON LOCALIZED ISSUES. ADDITIONALLY, PCH UTILIZED FOCUS GROUP DATA FROM OTHER ASSESSMENT-RELATED PROJECTS WITHIN THE DEPARTMENT INCLUDING FOCUSING ON COVID-19 VACCINE EQUITY TOPICS AND PERINATAL HEALTH EQUITY NEEDS. PHS COMMUNITY HEALTH (PCH) WAS ESTABLISHED IN 2013 WITH A FOCUS ON COMPLETING ASSESSMENTS AND PLANS AS WELL AS IMPLEMENTING AND MEASURING THE IMPACT OF THE PLAN IMPLEMENTATION. THE VICE PRESIDENT FOR COMMUNITY AND HEALTH EQUITY, LEIGH CASWELL, MPH, HAS MORE THAN 19 YEARS OF PUBLIC HEALTH EXPERIENCE IN NEW MEXICO, AND THE DEPARTMENT DIRECTOR RESPONSIBLE FOR FACILITATING THE CHNA/CHIP PROCESS, MEREDITH ROOT-BOWMAN, MPH, MPA, HAS BEEN WITH THE ORGANIZATION SINCE THE 2016 CHNA CYCLE. COMMUNITY HEALTH IS STAFFED BY INDIVIDUALS WITH PUBLIC HEALTH EXPERIENCE AND EXPERTISE, INCLUDING SHARZ WEEKS, THE COMMUNITY HEALTH EPIDEMIOLOGIST (MPH), WHO HAS BEEN WITH PCH SINCE 2018. PCH IS COMMITTED TO COMMUNITY HEALTH IMPROVEMENT THROUGH COMMUNITY ENGAGEMENT AND SUSTAINABLE COLLECTIVE IMPACT WITH MANY MULTI-SECTOR PARTNERS. IN 2022, PCH ASSISTED EACH PRESBYTERIAN HOSPITAL TO COMPLETE AND REPORT THEIR COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) AND THE COMMUNITY HEALTH IMPLEMENTATION PLAN (CHIP) FOR 2023-2025. HOSPITALS WILL CONTINUE TO RECEIVE SUPPORT FOR COMMUNITY HEALTH NEEDS ASSESSMENT, PLAN IMPLEMENTATION, IMPACT REPORTING, AND EVALUATION FROM PCH.
Schedule H, Part V, Section B, Line 6a Facility B, 1 Facility B, 1 - FACILITY REPORTING GROUP B:. THE HOSPITAL FACILITIES INCLUDED IN REPORTING GROUP B CONDUCTED A JOINT CHNA.
Schedule H, Part V, Section B, Line 11 Facility B, 1 Facility B, 1 - FACILITY REPORTING GROUP B:. THROUGH THE COMMUNITY HEALTH ASSESSMENT PROCESS, COMMUNITIES HAVE REAFFIRMED PREVIOUS PRIORITIES AND EXPANDED DESIRED PRIORITIES TO ADDRESS THE ROOT CAUSES OF POOR HEALTH IN THEIR COMMUNITIES AND TO PLACE AN EMPHASIS ON THE LENSES THROUGH WHICH WE ADDRESS THESE ISSUES: EQUITY AND ACCESS. WHILE NUTRITION, PHYSICAL ACTIVITY, AND SUBSTANCE USE REMAIN HIGH PRIORITIES FOR COMMUNITIES, ALL COMMUNITIES EXPRESSED INTEREST IN REORGANIZING PRIORITIES TO CLARIFY LANGUAGE AND ADDRESS ROOT CAUSES OF POOR HEALTH FROM MULTIPLE DIRECTIONS. THE AREA OF BEHAVIORAL HEALTH REMAINED THE SAME WHILE SOCIAL DETERMINANTS OF HEALTH SHIFTED TO SOCIAL HEALTH TO SIMPLIFY THE LANGUAGE WHILE BEING INCLUSIVE OF ISOLATION AND COMMUNITY CONNECTEDNESS THAT WAS MISSING DURING THE COVID-19 PANDEMIC. HEALTHY EATING ACTIVE LIVING EXPANDED TO PHYSICAL HEALTH TO INCLUDE DIRECT FOCUS ON CHRONIC DISEASES, VACCINE PREVENTABLE DISEASES, PERINATAL HEALTH, NUTRITION AND PHYSICAL ACTIVITY. THE COMMUNITY IDENTIFIED SIGNIFICANT ACCESS AND EQUITY ISSUES PERVASIVE IN ALL PRIORITY AREAS AND EXPRESSED THE NEED FOR THOSE TO BE LENSES THROUGH WHICH THE WORK IS PERFORMED. INTERVENTIONS FOCUSED ON THESE PRIORITIES ARE REFLECTED IN THE IMPLEMENTATION PLANS. MANY OF THE SUCCESSFUL IMPLEMENTATION STRATEGIES FROM 2020-2022 WILL BE SUSTAINED, IMPROVED UPON, AND SCALED TO REACH LARGER NUMBERS IN THE CURRENT COMMUNITY HEALTH IMPLEMENTATION PLAN WHILE NEW PROGRAMMING WILL BE IMPLEMENTED BASED ON COMMUNITY NEED AND CAPACITY. CONSISTENT WITH THE PHS PURPOSE TO IMPROVE THE HEALTH OF THE PATIENTS, MEMBERS, AND COMMUNITIES IT SERVES, PRESBYTERIAN IS COMMITTED TO ADDRESSING SOCIAL DETERMINANTS OF HEALTH TO IMPACT HEALTH CONDITIONS IN EACH COMMUNITY WITH INPUT FROM COMMUNITIES, KEY STAKEHOLDERS, AND GOVERNANCE. WE ARE COMMITTED TO IMPROVING HEALTH EQUITY IN OUR COMMUNITIES. ALL THE HEALTH NEEDS PRIORITIZED BY PRESBYTERIAN WITH THE HELP OF COMMUNITY STAKEHOLDERS ARE ADDRESSED IN THE COMMUNITY HEALTH IMPLEMENTATION PLANS (CHIP) FOR EACH COMMUNITY. EACH COMMUNITY DETERMINED POTENTIAL STRATEGIES TO MAKE PROGRESS IN EACH OF THE THREE COMMUNITY HEALTH PRIORITY AREAS. THESE SUGGESTIONS WERE INCLUDED IN EACH COUNTY'S CHIP. IN ADDITION TO COMMUNITY-SPECIFIC ACTIVITIES, THE CHIPS INCLUDE SYSTEM-WIDE STRATEGIES WITHIN OUR SPHERE OF INFLUENCE THAT PHS INTENDS TO ADDRESS IN EACH OF THE THREE PRIORITY AREAS. IN 2024, FUNDING WAS SUSTAINED TO ADDRESS UNDERLYING DETERMINANTS OF HEALTH THAT CONTRIBUTE TO POOR HEALTH IN EACH COMMUNITY - ASSISTING WITH FOOD INSECURITY THROUGHOUT THE COMMUNITIES, INCREASING MESSAGING AND RESOURCES FOR MENTAL HEALTH NEEDS AS WELL AS AWARENESS OF ISOLATION AND LONELINESS. PRESBYTERIAN'S HOSPITALS EMPHASIZED THE ACCESS TO CARE PRIORITY THAT THE COMMUNITY HAD IDENTIFIED DURING THE LAST CHNA CYCLE DURING COVID-19 BY MAINTAINING EMERGENCY RESPONSE PLANS FOR ALL LEVELS OF COVID CARE, OFFERING COVID AND FLU VACCINATIONS, CONTINUED TELEMEDICINE AND VIRTUAL CARE OPTIONS, AND A DEEPENED INSTITUTIONAL FOCUS ON HEALTH EQUITY. THROUGH CONTINUED COMMUNITY PARTNERSHIP, PCH ALSO EXPANDED FOOD ACCESS, ACCESS TO PEER SUPPORT SPECIALISTS, MENTAL HEALTH FIRST AID TRAINING, POLYSUBSTANCE USE PREVENTION AND TREATMENT RESOURCES, AND WELLBEING CLASSES. THE SUSTAINED COMMUNITY HEALTH PROGRAMMING IMPLEMENTED BY PCH INCLUDED KEY, INNOVATIVE STRATEGIES TO ADDRESS PUBLIC HEALTH NEEDS AT THE COMMUNITY LEVEL. TO BRING CREDIBLE, RELIABLE VACCINE INFORMATION TO MORE COMMUNITIES, PCH AND PARTNERS CONTINUED TO PROVIDE FREE COVID AND FLU VACCINES WITHIN THE COMMUNITY, PLACING A FOCUS ON INCREASING VACCINE EQUITY BY DISTRIBUTING ACCURATE MESSAGING AND CONCENTRATING VACCINE CLINICS IN OFTEN OVERLOOKED COMMUNITIES. PCH'S POLYSUBSTANCE USE PREVENTION WORK CONTINUED TO EXPAND THE ORGANIZATION'S ANTI-STIGMA MESSAGING AND POLYSUBSTANCE USE EDUCATION TO DECREASE STIGMA AND INCREASE COMPASSION AND IMPLEMENTATION OF EVIDENCE-BASED PRACTICES FOR ADDRESSING POLYSUBSTANCE USE AMONG PROVIDERS BOTH WITHIN THE ORGANIZATION AND EXTERNALLY. PCH CONTINUED TO EXPAND AND INTEGRATE CERTIFIED PEER SUPPORT SPECIALISTS AND COMMUNITY HEALTH WORKERS IN THE COMMUNITY AND CLINICAL LINKAGES PROGRAM TO INTEGRATE COMMUNITY RESOURCES INTO CLINICAL SPACES. TO CONTINUE SUPPORTING OUR COMMUNITIES IN ENVIRONMENTS WHERE SOCIAL DISTANCING IS STILL IMPORTANT AND TO ACCOMMODATE BROADER ACCESS TO THOSE IN MORE REMOTE AREAS OR WITHOUT RELIABLE TRANSPORTATION, PRESBYTERIAN COMMUNITY HEALTH SUSTAINED HEALTHY EATING, ACTIVE LIVING, AND COMMUNITY WELLBEING CLASSES ON VIRTUAL PLATFORMS, GREATLY INCREASING COMMUNITY PARTICIPATION STATEWIDE, WHILE IMPLEMENTING MORE IN-PERSON CLASSES TO REDUCE ISOLATION AND LONELINESS. PCH CONTINUED TO SUSTAIN AND EXPAND FOOD IS MEDICINE PROGRAMS AT PHS, WHICH ARE DESIGNED TO ASSIST IN CHRONIC DISEASE SELF-MANAGEMENT, IMPROVING HEALTH OUTCOMES THROUGH THE USE OF NUTRITIOUS FOODS IN CONJUNCTION WITH PHYSICAL ACTIVITY OPPORTUNITIES AND GENERAL NUTRITION EDUCATION, ADDRESSING A CRITICAL HEALTH NEED IDENTIFIED BY THE COMMUNITY. IN PURSUIT OF IMPROVING HEALTH EQUITY, PCH EXPANDED THE REACH OF THE LGBTQIA+ HEALTH EQUITY PROGRAM, OFFERING TRANSGENDER CULTURAL FLUENCY TRAININGS FOR PROVIDERS AND HEALTH CARE NAVIGATION FOR LGBTQIA+ PATIENTS AND MEMBERS. ADDITIONALLY, PCH LAUNCHED A HEALTH EQUITY TRAINING SERIES, OFFERED TO PHS PROVIDERS AND COMMUNITY PARTNERING PROVIDERS ALIKE TO INCREASE HEALTH EQUITY AND IMPROVE PATIENT AND COMMUNITY HEALTH OUTCOMES. AS ONE OF THE LARGEST PRIVATE EMPLOYERS IN THE REGION, PRESBYTERIAN CONTRIBUTES TO THE ECONOMIC DEVELOPMENT OF THE COMMUNITY BY PROVIDING JOBS THROUGH ITS CLINICS, HOSPITALS, HEALTH PLAN, AND THROUGH ANCILLARY SERVICES AND CONTRACTS. PRESBYTERIAN WILL CONTINUE TO CONTRIBUTE TO THE DEVELOPMENT OF THE HEALTH CARE WORKFORCE IN EACH OF THE COUNTIES AS WELL AS REFINE ITS ROLE AS AN "ANCHOR INSTITUTION" FOR LOCAL PROCUREMENT, HIRING, AND CONSTRUCTION, INCLUDING CONSTRUCTION OF NEW HOSPITAL FACILITIES. AS A NOT-FOR-PROFIT HEALTH SYSTEM, PRESBYTERIAN HAS AN OBLIGATION TO PROVIDE A COMMUNITY BENEFIT AND ADDRESS THE OVERARCHING HEALTH ISSUE OF POVERTY AND ITS EFFECTS ON ACCESS TO HEALTH SERVICES BY PROVIDING FINANCIAL ASSISTANCE, FREE MEDICAL CARE, AND UNCOMPENSATED CARE. IN ADDITION TO THE STRATEGIES DETAILED IN THE PLAN, TRAINED STAFF, AS WELL AS VIDEO AND PHONE INTERPRETATION SERVICES ARE MADE AVAILABLE TO MEET THE NEEDS OF PHS PATIENTS TO OBTAIN, PROCESS, AND UNDERSTAND BASIC HEALTH INFORMATION AND SERVICES TO MAKE APPROPRIATE HEALTH DECISIONS. THESE INTERPRETATION SERVICES CAN BE ACCESSED ANYWHERE IN PRESBYTERIAN HOSPITALS OR CLINICS AND INCREASE ACCESS TO CARE. INFORMATION ABOUT THESE SERVICES AND MORE CAN BE FOUND ON THE PRESBYTERIAN WEBSITE.
Schedule H, Part V, Section B, Line 13 Facility B, 1 Facility B, 1 - REPORTING GROUP B:. PRESBYTERIAN'S FINANCIAL ASSISTANCE POLICY (FAP) INCLUDES PROVISIONS FOR PRESUMPTIVE FINANCIAL ASSISTANCE ELIGIBILITY, WHICH INCLUDES: PARTICIPATION OR ENROLLMENT IN STATE FUNDED PRESCRIPTION PROGRAMS; PATIENTS DETERMINED TO BE HOMELESS; PARTICIPATION IN THE WOMEN, INFANTS AND CHILDREN PROGRAMS (WIC); PARTICIPATION IN THE SUPPLEMENTAL NUTRITION ASSISTANCE PROGRAM; SUBSIDIZED SCHOOL LUNCH PROGRAM ELIGIBILITY; LOW INCOME/SUBSIDIZED HOUSING; PERSONAL BANKRUPTCY; PATIENT IS DECEASED WITH NO KNOWN ESTATE; ACCOUNT BALANCES REMAIN AFTER PAYMENT HAS BEEN RECEIVED AND APPLIED FROM A SOLE COMMUNITY PROVIDER FUND; PATIENTS ENROLLED WITH LIMITED SERVICE MEDICAID PROGRAMS; PATIENTS WITH NON-PARTICIPATING OUT-OF-STATE MEDICAID INSURANCE PLANS; PATIENTS WHO MEET CERTAIN BALANCE THRESHOLDS, AND THOSE IDENTIFIED AS HAVING INCOME BELOW 200% OF THE FEDERAL POVERTY GUIDELINES THROUGH ACCESS TO EXTERNAL SOURCES OF INFORMATION AFTER SERVICES HAVE BEEN RENDERED.
Schedule H, Part V, Section B, Line 3E FACILITY NAME: FACILITY REPORTING GROUP A: AS PART OF THE COMMUNITY HEALTH NEEDS ASSESSMENT PROCESS, PRESBYTERIAN'S COMMUNITY HEALTH DEPARTMENT (PCH) PLANNED AND EXECUTED ASSESSMENT ACTIVITIES IN EACH COMMUNITY, DEFINED AS THE COUNTY WHERE PRESBYTERIAN OPERATES HOSPITALS, TO CONDUCT INITIAL COMMUNITY FORUMS TO IDENTIFY POTENTIAL PRIORITIES. ALONG WITH THE COUNTY HEALTH COUNCIL, PCH HOSTED AN INDICATOR PRIORITIZATION SESSION THAT CONSISTED OF PRESENTING AND DISCUSSING MAJOR HEALTH INDICATORS AND PUBLIC HEALTH DATA OBTAINED FROM THE STATE'S INDICATOR-BASED INFORMATION SYSTEM (NM IBIS) AS WELL AS OTHER NATIONAL DATABASES. THESE DISCUSSIONS INCLUDED COMMUNITY MEMBERS, BUSINESS OWNERS, HEALTHCARE WORKERS, STATE DEPARTMENT OF HEALTH REPRESENTATIVES, REPRESENTATIVES OF UNDER-RESOURCED POPULATIONS, COMMUNITY SERVICE AGENCIES, AND LOCAL GOVERNMENT. FACILITATED BY THE PRESBYTERIAN COMMUNITY HEALTH EPIDEMIOLOGIST, PARTICIPANTS IDENTIFIED AND DISCUSSED KEY STATISTICS AND MAJOR HEALTH PRIORITIES FOR THEIR COMMUNITY, WITH A FOCUS ON DEMOGRAPHICS OF THE COMMUNITY, UPSTREAM, DOWNSTREAM, AND OUTCOME-BASED DATA. PARTICIPANTS WERE ALSO ENCOURAGED TO CONTRIBUTE THEIR OWN IDEAS, STORIES, OR DATA-DRIVEN PRIORITIES. VIRTUAL POLLING AND PRIORITIZATION ACTIVITIES WERE USED TO IDENTIFY COMMUNITY HEALTH PRIORITIES ACCORDING TO QUANTITATIVE, QUALITATIVE AND EXPERIENCE-BASED CONSIDERATIONS. THESE VOTES WERE TALLIED AND THE INDICATORS WITH THE HIGHEST VOTES WERE GROUPED INTO CATEGORIES AND PRESENTED AT FOLLOW-UP FORUMS IN EACH COMMUNITY TO VERIFY THE PRIORITY AREAS CHOSEN. ADDITIONALLY, PCH DESIGNED AN ONLINE SURVEY DISTRIBUTED THROUGH HEALTH COUNCILS AND GOOGLE WITH THE SAME TOPIC PRIORITIZATION STRUCTURE TO REACH PEOPLE WHO COULD NOT ATTEND THE FORUMS. THE SURVEY RESULTS WERE COMPILED FOR EACH COMMUNITY AND SURVEY PRIORITIES WERE RANKED ACCORDING TO HOW MANY PEOPLE SELECTED EACH INDICATOR. PCH WORKED WITH HOSPITAL LEADERSHIP AND COMMUNITY MEMBERS TO REVIEW, CATEGORIZE, AND RANK IN ORDER OF IMPORTANCE THIS COMMUNITY INPUT ON PRIORITIZATION OF NEEDS AT SUBSEQUENT FORUMS. PCH THEN PRIORITIZED THREE BROAD NEEDS, RANKED IN ORDER OF PRIORITY AS DETERMINED BY THE COMMUNITY, WHICH ARE LISTED IN ORDER IN THE CHNA: BEHAVIORAL HEALTH, SOCIAL HEALTH, AND PHYSICAL HEALTH THROUGH UNDERLYING HEALTH EQUITY AND ACCESS LENSES THAT ARE APPLIED TO ALL PRIORITY AREAS. THE IMPORTANCE TO THE COMMUNITY AS WELL AS CONSIDERATION OF SIZE AND SEVERITY OF THE NEED, COMMUNITY ASSETS, ALIGNMENT WITH PHS PURPOSE, VISION, AND VALUES, EXISTING INTERVENTIONS, SUSTAINABILITY, RESOURCES, AND POTENTIAL FOR GREATEST IMPACT INFORMED THE SELECTION AND PRIORITIZATION OF SPECIFIC COMMUNITY NEEDS ABOVE OTHERS.
Schedule H, Part V, Section B, Line 5 Facility A, 1 Facility A, 1 - FACILITY REPORTING GROUP A. FOR THE PURPOSES OF THE COMMUNITY HEALTH NEEDS ASSESSMENT, PRESBYTERIAN HEALTHCARE SERVICES (PHS) HAS GENERALLY DEFINED THE "COMMUNITY" OF EACH HOSPITAL AS THE COUNTY IN WHICH THE HOSPITAL IS LOCATED. IN 2022, AS PART OF THE COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) PROCESS, EACH HOSPITAL AND THE PRESBYTERIAN COMMUNITY HEALTH DEPARTMENT (PCH) CONTRACTED WITH THE LOCAL COUNTY HEALTH COUNCILS TO HELP PRESBYTERIAN COMPLETE A COMMUNITY HEALTH ASSESSMENT, CONVENE COMMUNITY, AND IDENTIFY SIGNIFICANT COMMUNITY HEALTH NEEDS FOR EACH COUNTY. SIGNIFICANT HEALTH PRIORITIES WERE DETERMINED AS A RESULT OF ANALYSIS OF EPIDEMIOLOGICAL DATA AND COMMUNITY INPUT IN THE FORM OF FORUMS AND SURVEYS, MADE UP OF COMMUNITY REPRESENTATIVES (SPECIFIC AGENCIES REPRESENTED ARE LISTED IN EACH CHNA), WITH THE HELP OF LOCAL PUBLIC HEALTH AND HEALTHCARE REPRESENTATIVES AS WELL AS REPRESENTATIVES FROM THE NEW MEXICO DEPARTMENT OF HEALTH, INCLUDING THE EPIDEMIOLOGY AND RESPONSE AND PUBLIC HEALTH DIVISIONS. HEALTH COUNCIL MEMBERSHIP IS OPEN TO ALL IN THE COMMUNITY AND INCLUDES MEMBERS OF THE BUSINESS COMMUNITY, HEALTHCARE SECTOR, NON-PROFIT AND SOCIAL SERVICE SECTORS, PUBLIC SECTOR - INCLUDING EDUCATION, PUBLIC BENEFITS, MILITARY/VETERANS, SENIOR AFFAIRS, PLANNING, AND LAW ENFORCEMENT - AND COMMUNITY MEMBERS AT LARGE. IN PREPARATION FOR THE ASSESSMENT PROCESS, PCH WENT THROUGH LOCAL AND STATEWIDE STAKEHOLDER ANALYSES AND MADE ADDITIONAL EFFORTS TO INCREASE COMMUNITY STAKEHOLDER ENGAGEMENT WITH A FOCUS ON EQUITY AND INCLUSION OF VOICES AND EXPERIENCES OFTEN UNDERREPRESENTED. IN 2022, PCH ALSO WORKED WITH LOCAL AND HEALTH SYSTEM-WIDE LEADERSHIP, INCLUDING EACH HOSPITAL'S BOARD OF DIRECTORS, TO REVIEW AND PRIORITIZE THE SIGNIFICANT HEALTH NEEDS FOR 2023-2025. THESE BOARD MEMBERS ARE REPRESENTATIVE OF THE COMMUNITIES, PATIENTS, MEMBERS, PHYSICIANS AND STAKEHOLDERS SERVED. THEY ARE ACTIVE COMMUNITY MEMBERS AND DO NOT RECEIVE COMPENSATION FOR THEIR SERVICE ON THE BOARDS. BOARDS INCLUDE CIVIL SERVANTS, BUSINESS & NON-PROFIT LEADERS, EDUCATORS, AND PHYSICIAN LEADERS WHO HAVE SPECIAL KNOWLEDGE OF THE HEALTH NEEDS AND ASSETS IN THEIR COMMUNITY. PER IRS REQUIREMENTS, PRESBYTERIAN HEAVILY WEIGHTED COMMUNITY INPUT IN IDENTIFYING AND PRIORITIZING SIGNIFICANT HEALTH NEEDS AND RESOURCES. COMMUNITY INPUT FROM THE COUNTY HEALTH COUNCILS, MUNICIPAL AND TRIBAL GOVERNMENT LEADERS, THE VOLUNTEER COMMUNITY LEADERS THAT MAKE UP EACH OF PRESBYTERIAN'S HOSPITAL BOARDS OF DIRECTORS, COMMUNITY ORGANIZATIONS, COMMUNITY MEMBERS, AND REPRESENTATIVES FROM THE NEW MEXICO DEPARTMENT OF HEALTH WERE SOLICITED IN NUMEROUS WAYS, INCLUDING SURVEYS, PUBLIC FORUMS HELD FROM NOVEMBER 2021 THROUGH JUNE 2022, FOCUS GROUPS, KEY INFORMANT INTERVIEWS, BOARD AND ADVISORY MEETINGS, AND WRITTEN FEEDBACK. COMMUNITY FORUM PARTICIPANTS INCLUDED: - PEOPLE WITH SPECIAL KNOWLEDGE OF OR EXPERTISE IN PUBLIC HEALTH INCLUDING LOCAL, COUNTY LEVEL, STATE LEVEL PUBLIC HEALTH OFFICIALS, ACADEMICS, AND PUBLIC HEALTH PROFESSIONALS EMPLOYED BY OTHER ENTITIES, INCLUDING PRESBYTERIAN, UNIVERSITY OF NEW MEXICO, AND THE ALLIANCE OF HEALTH COUNCILS. - FEDERAL, TRIBAL, REGIONAL, STATE OR LOCAL HEALTH OR OTHER DEPARTMENTS OR AGENCIES WITH CURRENT DATA OR OTHER INFORMATION RELEVANT TO THE HEALTH NEEDS OF THE COMMUNITY SERVED BY THE HOSPITAL FACILITY. - LEADERS, REPRESENTATIVES OR MEMBERS OF MEDICALLY UNDERSERVED, LOW-INCOME AND MINORITY POPULATIONS, AND POPULATIONS WITH CHRONIC DISEASE NEEDS, INCLUDING: ELDERLY AND AGING POPULATIONS; POPULATIONS DISPROPORTIONATELY IMPACTED BY INCARCERATION, SUBSTANCE USE, OR VIOLENCE; YOUNG CHILDREN, FAMILIES, AND ADOLESCENTS; BOTH RESERVATION- AND URBAN-DWELLING NATIVE AMERICANS; RURAL-DWELLING RESIDENTS; NON-ENGLISH SPEAKERS; AND POPULATIONS LIVING IN MIXED CITIZEN STATUS FAMILIES, IN THE COMMUNITY SERVED BY THE HOSPITAL. - BUSINESS AND ECONOMIC DEVELOPMENT PROFESSIONALS AND NON-PROFIT LEADERS. SOME OF THE ORGANIZATIONS/ENTITIES REPRESENTED INCLUDE: SEVERAL FEDERALLY QUALIFIED HEALTH CENTERS, ROADRUNNER FOOD BANK, MENTAL HEALTH RESOURCES INC., FOOD BANK OF EASTERN NM, ZIA BROADCASTING, CHAMBERS OF COMMERCE, CHURCHES, MEDICAL GROUPS, THE CHILDREN YOUTH AND FAMILIES DEPARTMENT, THE QUAY COUNTY COMMISSION, COUNTY-LEVEL EMS AND FIRE DEPARTMENTS, SANTA CLARA PUEBLO, CRISIS CENTERS AND COUNSELING SERVICES, NUMEROUS SOCIAL SERVICE AND LOCAL NONPROFIT ORGANIZATIONS, AND LOCAL MEDIA OUTLETS. COMMUNITY FORUM PARTICIPANTS ENGAGED IN GROUP DISCUSSIONS IN WHICH THEY COULD SUGGEST PRACTICAL RECOMMENDATIONS TO SUPPORT POSITIVE CHANGE IN THEIR COMMUNITY. IN THESE DISCUSSIONS, FORUM PARTICIPANTS ADDRESSED THE BARRIERS, OPPORTUNITIES, ASSETS, AND POTENTIAL STRATEGIES FOR ACHIEVING THE STATED PRIORITIES. POTENTIAL STRATEGIES INCLUDED BROAD RANGING STRATEGIES FROM INDIVIDUAL TO POLICY INTERVENTIONS, COMMUNITY PARTNERSHIPS AND COALITION OPPORTUNITIES, AND SPECIFIC SUGGESTIONS FOR ACTION BY PRESBYTERIAN IN THE NEXT THREE YEARS. PCH CONDUCTED FOCUS GROUPS AND KEY INFORMANT INTERVIEWS WITH KEY PRIORITY POPULATIONS INCLUDING NATIVE AMERICANS, SPANISH-SPEAKING INDIVIDUALS (CONDUCTED IN SPANISH), AND YOUTH. THESE FOCUS GROUPS INCLUDED PEOPLE FROM ALL OVER THE STATE BUT FOCUSED ON LOCALIZED ISSUES. ADDITIONALLY, PCH UTILIZED FOCUS GROUP DATA FROM OTHER ASSESSMENT-RELATED PROJECTS WITHIN THE DEPARTMENT INCLUDING FOCUSING ON COVID-19 VACCINE EQUITY TOPICS AND PERINATAL HEALTH EQUITY NEEDS. IN SANTA FE COUNTY, PCH PARTNERED WITH CHRISTUS ST. VINCENT TO ENGAGE IN COORDINATED AND COMPLIMENTARY ASSESSMENT ACTIVITIES TO ALIGN OUR SYSTEMS WHILE REDUCING ASSESSMENT FATIGUE AMONG OUR COMMUNITY. THIS CONSISTED OF PRESENTING TOGETHER AT VARIOUS STAKEHOLDER MEETINGS, COMPARING NOTES, AND CONVENING SPECIALIZED GROUPS TO INFORM THE HEALTH ASSESSMENT.PHS COMMUNITY HEALTH (PCH) WAS ESTABLISHED IN 2013 WITH A FOCUS ON COMPLETING ASSESSMENTS AND PLANS AS WELL AS IMPLEMENTING AND MEASURING THE IMPACT OF THE PLAN IMPLEMENTATION. THE VICE PRESIDENT FOR COMMUNITY AND HEALTH EQUITY, LEIGH CASWELL, MPH, HAS MORE THAN 19 YEARS OF PUBLIC HEALTH EXPERIENCE IN NEW MEXICO, AND THE DEPARTMENT DIRECTOR RESPONSIBLE FOR FACILITATING THE CHNA/CHIP PROCESS, MEREDITH ROOT-BOWMAN, MPH, MPA, HAS BEEN WITH THE ORGANIZATION SINCE THE 2016 CHNA CYCLE. COMMUNITY HEALTH IS STAFFED BY INDIVIDUALS WITH PUBLIC HEALTH EXPERIENCE AND EXPERTISE, INCLUDING SHARZ WEEKS, THE COMMUNITY HEALTH EPIDEMIOLOGIST (MPH). PCH IS COMMITTED TO COMMUNITY HEALTH IMPROVEMENT THROUGH COMMUNITY ENGAGEMENT AND SUSTAINABLE COLLECTIVE IMPACT WITH MANY MULTI-SECTOR PARTNERS. IN 2022, PCH ASSISTED EACH PRESBYTERIAN HOSPITAL TO COMPLETE AND REPORT THEIR COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) AND THE COMMUNITY HEALTH IMPLEMENTATION PLAN (CHIP) FOR 2023-2025. HOSPITALS WILL CONTINUE TO RECEIVE SUPPORT FOR COMMUNITY HEALTH NEEDS ASSESSMENT, PLAN IMPLEMENTATION, IMPACT REPORTING, AND EVALUATION FROM PCH.
Schedule H, Part V, Section B, Line 11 Facility A, 1 Facility A, 1 - FACILITY REPORTING GROUP A:. THROUGH THE COMMUNITY HEALTH ASSESSMENT PROCESS, COMMUNITIES HAVE REAFFIRMED PREVIOUS PRIORITIES AND EXPANDED DESIRED PRIORITIES TO ADDRESS THE ROOT CAUSES OF POOR HEALTH IN THEIR COMMUNITIES AND TO PLACE AN EMPHASIS ON THE LENSES THROUGH WHICH WE ADDRESS THESE ISSUES: EQUITY AND ACCESS. WHILE NUTRITION, PHYSICAL ACTIVITY, AND SUBSTANCE USE REMAIN HIGH PRIORITIES FOR COMMUNITIES, ALL COMMUNITIES EXPRESSED INTEREST IN REORGANIZING PRIORITIES TO CLARIFY LANGUAGE AND ADDRESS ROOT CAUSES OF POOR HEALTH FROM MULTIPLE DIRECTIONS. THE AREA OF BEHAVIORAL HEALTH REMAINED THE SAME WHILE SOCIAL DETERMINANTS OF HEALTH SHIFTED TO SOCIAL HEALTH TO SIMPLIFY THE LANGUAGE WHILE ACKNOWLEDGING THE ISOLATION AND NEED FOR COMMUNITY CONNECTEDNESS THAT WAS APPARENT DURING THE COVID-19 PANDEMIC. THE HEALTHY EATING AND ACTIVE LIVING PRIORITY AREA EXPANDED TO PHYSICAL HEALTH, WHICH INCLUDES A DIRECT FOCUS ON CHRONIC DISEASES, VACCINE PREVENTABLE DISEASES, PERINATAL HEALTH, NUTRITION AND PHYSICAL ACTIVITY. THE COMMUNITY IDENTIFIED SIGNIFICANT ACCESS AND EQUITY ISSUES PERVASIVE IN ALL PRIORITY AREAS AND EXPRESSED THE NEED FOR THOSE TO BE LENSES THROUGH WHICH ALL WORK IS PERFORMED. INTERVENTIONS FOCUSED ON THESE PRIORITIES ARE REFLECTED IN THE IMPLEMENTATION PLANS. MANY OF THE SUCCESSFUL IMPLEMENTATION STRATEGIES FROM 2020-2022 WILL BE SUSTAINED, IMPROVED UPON, AND SCALED TO REACH LARGER NUMBERS IN THE CURRENT COMMUNITY HEALTH IMPLEMENTATION PLAN WHILE NEW PROGRAMMING WILL BE IMPLEMENTED BASED ON COMMUNITY NEED AND CAPACITY. CONSISTENT WITH OUR PURPOSE TO IMPROVE THE HEALTH OF THE PATIENTS, MEMBERS, AND COMMUNITIES IT SERVES, PRESBYTERIAN IS COMMITTED TO ADDRESSING SOCIAL DETERMINANTS OF HEALTH TO IMPACT HEALTH CONDITIONS IN EACH COMMUNITY WITH INPUT FROM COMMUNITIES, KEY STAKEHOLDERS, AND GOVERNANCE. WE ARE COMMITTED TO IMPROVING HEALTH EQUITY IN EACH OF OUR COMMUNITIES. ALL THE HEALTH NEEDS PRIORITIZED BY PRESBYTERIAN WITH THE HELP OF COMMUNITY STAKEHOLDERS ARE ADDRESSED IN THE COMMUNITY HEALTH IMPLEMENTATION PLANS (CHIP) FOR EACH COMMUNITY. EACH COMMUNITY PROVIDED INPUT TO IDENTIFY POTENTIAL STRATEGIES TO MAKE PROGRESS IN EACH OF THE THREE COMMUNITY HEALTH PRIORITY AREAS. THESE SUGGESTIONS WERE INCLUDED IN EACH COUNTY'S CHIP IN ADDITION TO SYSTEM-WIDE STRATEGIES WITHIN OUR SPHERE OF INFLUENCE THAT PHS INTENDS TO ADDRESS IN EACH OF THE THREE PRIORITY AREAS. IN 2024, FUNDING WAS SUSTAINED TO ADDRESS UNDERLYING DETERMINANTS OF HEALTH THAT CONTRIBUTE TO POOR HEALTH IN EACH COMMUNITY - ASSISTING WITH FOOD INSECURITY THROUGHOUT THE COMMUNITIES, INCREASING MESSAGING AND RESOURCES FOR MENTAL HEALTH NEEDS AS WELL AS AWARENESS OF ISOLATION AND LONELINESS. PRESBYTERIAN'S HOSPITALS EMPHASIZED THE ACCESS TO CARE PRIORITY THAT THE COMMUNITY HAD IDENTIFIED DURING THE LAST CHNA CYCLE DURING COVID-19 BY MAINTAINING EMERGENCY RESPONSE PLANS FOR ALL LEVELS OF COVID CARE, OFFERING COVID AND FLU VACCINATIONS, CONTINUED TELEMEDICINE AND VIRTUAL CARE OPTIONS, AND A DEEPENED INSTITUTIONAL FOCUS ON HEALTH EQUITY. THROUGH CONTINUED COMMUNITY PARTNERSHIP, PCH ALSO EXPANDED FOOD ACCESS, ACCESS TO PEER SUPPORT SPECIALISTS, MENTAL HEALTH FIRST AID TRAINING, POLYSUBSTANCE USE PREVENTION AND TREATMENT RESOURCES, AND WELLBEING CLASSES. THE SUSTAINED COMMUNITY HEALTH PROGRAMMING IMPLEMENTED BY PCH INCLUDED KEY, INNOVATIVE STRATEGIES TO ADDRESS PUBLIC HEALTH NEEDS AT THE COMMUNITY LEVEL. TO BRING CREDIBLE, RELIABLE VACCINE INFORMATION TO MORE COMMUNITIES, PCH AND PARTNERS CONTINUED TO PROVIDE FREE COVID AND FLU VACCINES WITHIN THE COMMUNITY, PLACING A FOCUS ON INCREASING VACCINE EQUITY BY DISTRIBUTING ACCURATE MESSAGING AND CONCENTRATING VACCINE CLINICS IN OFTEN OVERLOOKED COMMUNITIES. PCH'S POLYSUBSTANCE USE PREVENTION WORK CONTINUED TO EXPAND THE ORGANIZATION'S ANTI-STIGMA MESSAGING AND POLYSUBSTANCE USE EDUCATION TO DECREASE STIGMA AND INCREASE COMPASSION AND IMPLEMENTATION OF EVIDENCE-BASED PRACTICES FOR ADDRESSING POLYSUBSTANCE USE AMONG PROVIDERS BOTH WITHIN THE ORGANIZATION AND EXTERNALLY. PCH CONTINUED TO EXPAND AND INTEGRATE CERTIFIED PEER SUPPORT SPECIALISTS AND COMMUNITY HEALTH WORKERS IN THE COMMUNITY AND CLINICAL LINKAGES PROGRAM TO INTEGRATE COMMUNITY RESOURCES INTO CLINICAL SPACES. TO CONTINUE SUPPORTING OUR COMMUNITIES IN ENVIRONMENTS WHERE SOCIAL DISTANCING IS STILL IMPORTANT AND TO ACCOMMODATE BROADER ACCESS TO THOSE IN MORE REMOTE AREAS OR WITHOUT RELIABLE TRANSPORTATION, PRESBYTERIAN COMMUNITY HEALTH SUSTAINED HEALTHY EATING, ACTIVE LIVING, AND COMMUNITY WELLBEING CLASSES ON VIRTUAL PLATFORMS, GREATLY INCREASING COMMUNITY PARTICIPATION STATEWIDE, WHILE IMPLEMENTING MORE IN-PERSON CLASSES TO REDUCE ISOLATION AND LONELINESS. PCH CONTINUED TO SUSTAIN AND EXPAND FOOD IS MEDICINE PROGRAMS AT PHS, WHICH ARE DESIGNED TO ASSIST IN CHRONIC DISEASE SELF-MANAGEMENT, IMPROVING HEALTH OUTCOMES THROUGH THE USE OF NUTRITIOUS FOODS IN CONJUNCTION WITH PHYSICAL ACTIVITY OPPORTUNITIES AND GENERAL NUTRITION EDUCATION, ADDRESSING A CRITICAL HEALTH NEED IDENTIFIED BY THE COMMUNITY. ADDITIONAL PROGRAM EXPANSION INCLUDED INCREASING AVAILABILITY FOR VIRTUAL PEER SUPPORT AT REGIONAL HOSPITALS AND BUILDING PARTNERSHIPS TO INCREASE CAPACITY AT THESE FACILITIES TO HOUSE COMMUNITY HEALTH WORKERS (CHWS) TO ASSIST PATIENTS WITH CONNECTION TO RESOURCES TO ADDRESS THEIR HEALTH-RELATED SOCIAL NEEDS. IN PURSUIT OF IMPROVING HEALTH EQUITY, PCH EXPANDED THE REACH OF THE LGBTQIA+ HEALTH EQUITY PROGRAM, OFFERING TRANSGENDER CULTURAL FLUENCY TRAININGS FOR PROVIDERS AND HEALTH CARE NAVIGATION FOR LGBTQIA+ PATIENTS AND MEMBERS. ADDITIONALLY, PCH LAUNCHED A HEALTH EQUITY TRAINING SERIES, OFFERED TO PHS PROVIDERS AND COMMUNITY PARTNERING PROVIDERS ALIKE TO INCREASE HEALTH EQUITY AND IMPROVE PATIENT AND COMMUNITY HEALTH OUTCOMES. AS ONE OF THE LARGEST PRIVATE EMPLOYERS IN THE REGION, PRESBYTERIAN CONTRIBUTES TO THE ECONOMIC DEVELOPMENT OF THE COMMUNITY BY PROVIDING JOBS THROUGH ITS CLINICS, HOSPITALS, HEALTH PLAN, AND THROUGH ANCILLARY SERVICES AND CONTRACTS. PRESBYTERIAN WILL CONTINUE TO CONTRIBUTE TO THE DEVELOPMENT OF THE HEALTH CARE WORKFORCE IN EACH OF THE COUNTIES AS WELL AS REFINE ITS ROLE AS AN "ANCHOR INSTITUTION" FOR LOCAL PROCUREMENT, HIRING, AND CONSTRUCTION, INCLUDING CONSTRUCTION OF NEW HOSPITAL FACILITIES. AS A NOT-FOR-PROFIT HEALTH SYSTEM, PRESBYTERIAN HAS AN OBLIGATION TO PROVIDE A COMMUNITY BENEFIT AND ADDRESS THE OVERARCHING HEALTH ISSUE OF POVERTY AND ITS EFFECTS ON ACCESS TO HEALTH SERVICES BY PROVIDING FINANCIAL ASSISTANCE, FREE MEDICAL CARE, AND UNCOMPENSATED CARE. IN ADDITION TO THE STRATEGIES DETAILED IN THE PLAN, TRAINED STAFF, AS WELL AS VIDEO AND PHONE INTERPRETATION SERVICES ARE MADE AVAILABLE TO MEET THE NEEDS OF PHS PATIENTS TO OBTAIN, PROCESS, AND UNDERSTAND BASIC HEALTH INFORMATION AND SERVICES TO MAKE APPROPRIATE HEALTH DECISIONS. THESE INTERPRETATION SERVICES CAN BE ACCESSED ANYWHERE IN PRESBYTERIAN HOSPITALS OR CLINICS AND INCREASE ACCESS TO CARE. INFORMATION ABOUT THESE SERVICES AND MORE CAN BE FOUND ON THE PRESBYTERIAN WEBSITE.
Schedule H, Part V, Section B, Line 13 Facility A, 1 Facility A, 1 - FACILITY REPORTING GROUP A. PRESBYTERIAN'S FINANCIAL ASSISTANCE POLICY (FAP) INCLUDES PROVISIONS FOR PRESUMPTIVE FINANCIAL ASSISTANCE ELIGIBILITY, WHICH INCLUDES: PARTICIPATION OR ENROLLMENT IN STATE FUNDED PRESCRIPTION PROGRAMS; PATIENTS DETERMINED TO BE HOMELESS; PARTICIPATION IN THE WOMEN, INFANTS AND CHILDREN PROGRAMS (WIC); PARTICIPATION IN THE FOOD STAMP PROGRAM; SUBSIDIZED SCHOOL LUNCH PROGRAM ELIGIBILITY; LOW INCOME/SUBSIDIZED HOUSING; PERSONAL BANKRUPTCY; PATIENT IS DECEASED WITH NO KNOWN ESTATE; ACCOUNT BALANCES REMAIN AFTER PAYMENT HAS BEEN RECEIVED AND APPLIED FROM A SOLE COMMUNITY PROVIDER FUND; PATIENTS ENROLLED WITH LIMITED SERVICE MEDICAID PROGRAMS; PATIENTS WITH NON-PARTICIPATING OUT-OF-STATE MEDICAID INSURANCE PLANS; PATIENTS WHO MEET CERTAIN BALANCE THRESHOLDS, AND THOSE IDENTIFIED AS HAVING INCOME BELOW 200% OF THE FEDERAL POVERTY GUIDELINES THROUGH ACCESS TO EXTERNAL SOURCES OF INFORMATION AFTER SERVICES HAVE BEEN RENDERED.
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule H (Form 990) 2024
Schedule H (Form 990) 2024
Page 9
Part VFacility Information (continued)

Section D. Other Health Care Facilities That Are Not Licensed, Registered, or Similarly Recognized as a Hospital Facility
(list in order of size, from largest to smallest)
How many non-hospital health care facilities did the organization operate during the tax year?49
Name and address Type of Facility (describe)
1 PHS AMBULATORY CARE CLINIC
8300 CONSTITUTION AVE NE
ALBUQUERQUE,NM87110 		PRIMARY & SPECIALTY MEDICAL CLINIC, PAIN & SPINE, SLEEP CENTER & RADIATION ONCOLOGY
2 PHS AMBULATORY CARE CLINIC
4100 HIGH RESORT BLVD SE
RIO RANCHO,NM87124 		PRIMARY & SPECIALTY MEDICAL CLINIC & URGENT CARE CENTER
3 PHS AMBULATORY CARE CLINIC
201 CEDAR ST SE
ALBUQUERQUE,NM87106 		PRIMARY & SPECIALTY MEDICAL CLINIC & CARDIOLOGY SURGERY CENTER
4 PRESNOW 247
4515 COORS BLVD NW
ALBUQUERQUE,NM87120 		URGENT/EMERGENCY CARE CENTER
5 PRESNOW 247
6400 PASEO DEL NORTE BLVD NE
ALBUQUERQUE,NM87120 		URGENT/EMERGENCY CARE CENTER
6 PHS AMBULATORY CARE CLINIC
2400 UNSER BLVD SE
RIO RANCHO,NM87124 		PRIMARY & SPECIALTY MEDICAL CLINIC
7 PHS AMBULATORY CARE CLINIC
1010 SPRUCE ST
ESPANOLA,NM87532 		PRIMARY & SPECIALTY MEDICAL CLINIC
8 PHS AMBULATORY CARE CLINIC
4005 HIGH RESORT BLVD SE
RIO RANCHO,NM87124 		PRIMARY & SPECIALTY MEDICAL CLINIC
9 PHS AMBULATORY CARE CLINIC
1100 LEAD AVE SE
ALBUQUERQUE,NM87106 		PRIMARY & SEPCIALTY MEDICAL CLINIC
10 PHS AMBULATORY CARE CLINIC
6100 PAN AMERICAN NE
ALBUQUERQUE,NM87109 		PRIMARY & SPECIALTY MEDICAL CLINIC
11 PHS AMBULATORY CARE CLINIC
5901 HARPER NE
ALBUQUERQUE,NM87109 		PULMONOLOGY, WOUND CLINIC, & URGENT CARE CENTER
12 PHS AMBULATORY CARE CLINIC
7920 CARMEL AVE NE
ALBUQUERQUE,NM87122 		CARDIOLOGY CARE CENTER
13 PHS AMBULATORY CARE CLINIC
3630 LAS ESTANCIAS DR SW
ALBUQUERQUE,NM87121 		PRIMARY & SPECIALTY MEDICAL CLINIC & URGENT CARE CENTER
14 PHS AMBULATORY CARE CLINIC
3901 ATRISCO NW
ALBUQUERQUE,NM87120 		PRIMARY & SPECIALTY MEDICAL CLINIC & URGENT CARE CENTER
15 PHS AMBULATORY CARE CLINIC
4801 BECKNER RD
SANTA FE,NM87507 		PRIMARY & SPECIALTY MEDICAL CLINIC & URGENT CARE CENTER
16 PHS AMBULATORY CARE CLINIC
2200 WEST 21ST ST
CLOVIS,NM88101 		PRIMARY & SPECIALTY MEDICAL CLINIC
17 PHS AMBULATORY CARE CLINIC
454 ST MICHAELS DR
SANTA FE,NM87505 		PRIMARY & SPECIALTY MEDICAL CLINIC & URGENT CARE CENTER
18 PHS AMBULATORY CARE CLINIC
1325 WYOMING BLVD NE
ALBUQUERQUE,NM87112 		ADULT & GERIATRIC BEHAVIORAL HEALTH CLINIC
19 PHS AMBULATORY CARE CLINIC
4588 PARADISE BLVD NW
ALBUQUERQUE,NM87114 		PRIMARY & SPECIALTY MEDICAL CLINIC
20 PHS AMBULATORY CARE CLINIC
609 S CHRISTOPHER RD
BELEN,NM87002 		PRIMARY & SPECIALTY MEDICAL CLINIC & URGENT CARE CENTER
21 PHS AMBULATORY CARE CLINIC
2421 WEST 21ST ST
CLOVIS,NM88101 		SPECIALTY CARE & SURGERY CENTER
22 PHS AMBULATORY CARE CLINIC
8800 MONTGOMERY BLVD NE
ALBUQUERQUE,NM87111 		PRIMARY & SPECIALTY MEDICAL CLINIC
23 PHS AMBULATORY CARE CLINIC
401 SAN MATEO BLVD SE
ALBUQUERQUE,NM87108 		PRIMARY & SPECIALTY MEDICAL CLINIC
24 PHS AMBULATORY CARE CLINIC
1202 HWY 60 WEST
SOCORRO,NM87801 		PRIMARY & SPECIALTY MEDICAL CLINIC
25 PHS AMBULATORY CARE CLINIC
211 SUDDERTH DR
RUIDOSO,NM88345 		PRIMARY & SPECIALTY MEDICAL CLINIC
26 PHS AMBULATORY CARE CLINIC
5550 WYOMING BLVD NE
ALBUQUERQUE,NM87108 		PRIMARY & SPECIALTY MEDICAL CLINIC
27 PHS AMBULATORY CARE CLINIC
3777 NM HWY 528 NE
RIO RANCHO,NM87144 		PRIMARY & SPECIALTY MEDICAL CLINIC
28 PHS AMBULATORY CARE CLINIC
200 EMILIO LOPEZ RD
LOS LUNAS,NM87031 		PRIMARY & SPECIALTY MEDICAL CLINIC
29 PHS AMBULATORY CARE CLINIC
8312 KASEMAN CT NE
ALBUQUERQUE,NM87110 		CHILD & ADOLESCENT BEHAVIORAL HEALTH CLINIC
30 PRESNOW 247
3436 ISLETA BLVD SW
ALBUQUERQUE,NM87105 		URGENT/EMERGENCY CARE CENTER
31 PRESNOW 247
7400 MENAUL BLVD
ALBUQUERQUE,NM87110 		URGENT & EMERGENCY CARE
32 MEDICARE ADVANTAGE CARE CLINIC
2100 LOUISIANA BLVD NE SUITE 456
ALBUQUERQUE,NM87110 		SENIOR CARE CLINIC
33 PHS AMBULATORY CARE CLINIC
710 AVE E
CARRIZOZO,NM88301 		MEDICAL & DENTAL CLINIC
34 PHS AMBULATORY CARE CLINIC
405 LINCOLN WAY
CAPITAN,NM88316 		FAMILY MEDICAL CLINIC
35 PHS AMBULATORY CARE CLINIC
600 GALLEGOS ST
LOGAN,NM88426 		FAMILY MEDICAL CLINIC
36 PRESBYTERIAN REHABILITATION
6301 FOREST HILLS DR NE
ALBUQUERQUE,NM87109 		CARDIAC & PULMONARY REHABILITATION/AQUATIC THERAPY
37 PHS AMBULATORY CARE CLINIC
6000 FOREST HILLS DR SE
ALBUQUERQUE,NM87109 		HOSPICE CARE
38 PHS AMBULATORY CARE CLINIC
103 DON PABLO LANE
HONDO,NM88336 		FAMILY MEDICAL CLINIC
39 PHS AMBULATORY CARE CLINIC
471 MAIN ST
CORONA,NM88318 		FAMILY MEDICAL CLINIC
40 PRMC CANCER CENTER
2219 DILLON ST
CLOVIS,NM88101 		CANCER TREATMENT CENTER
41 PHS AMBULATORY CARE CLINIC
301 CEDAR STREET SE
ALBUQUERQUE,NM87106 		OUTPATIENT GASTROENTEROLOGY LAB
42 PHS AMBULATORY CARE CLINIC
402 E MIEL DE LUNA
TUCUMCARI,NM88401 		FAMILY MEDICINE CLINIC
43 PHS AMBULATORY CARE CLINIC
301 E MIEL DE LUNA
TUCUMCARI,NM88401 		INFUSION SERVICE/SLEEP MEDICINE
44 PRESBYTERIAN REHABILITATION
8100 CONSTITUTION PL NE
ALBUQUERQUE,NM87110 		CANCER REHABILITATION/OCCPATIONAL & PHYSICAL THERAPY
45 PRESBYTERIAN REHABILITATION
2217 DILLON STREET
CLOVIS,NM88101 		CANCER REHABILITATION/PHYSICAL & AQUATIC THERAPY
46 PRESBYTERIAN REHABILITATION
3715 SOUTHERN BLVD SE
RIO RANCHO,NM87124 		PHYSICAL/OCCUPATIONAL/SPEECH THERAPY
47 HEALTHCARE AT HOME
1400 CHAMA AVE
SANTA FE,NM87505 		HOSPICE CARE
48 PRESBYTERIAN REHABILITATION
305 E MIEL DE LUNA
TUCUMCARI,NM88401 		PHYSICAL/OCCUPATIONAL/PULMONARY THERAPY
49 PRESBYTERIAN REHABILITATION
2100 N MARTIN LUTHER KING JR BLVD
CLOVIS,NM88101 		REHABILITATION
Schedule H (Form 990) 2024
Schedule H (Form 990) 2024
Page 10
Part VI
Supplemental Information
Provide the following information.
1 Required descriptions. Provide the descriptions required for Part I, lines 3c, 6a, and 7; Part II and Part III, lines 2, 3, 4, 8 and 9b.
2 Needs assessment. Describe how the organization assesses the health care needs of the communities it serves, in addition to any CHNAs reported in Part V, Section B.
3 Patient education of eligibility for assistance. Describe how the organization informs and educates patients and persons who may be billed for patient care about their eligibility for assistance under federal, state, or local government programs or under the organization’s financial assistance policy.
4 Community information. Describe the community the organization serves, taking into account the geographic area and demographic constituents it serves.
5 Promotion of community health. Provide any other information important to describing how the organization’s hospital facilities or other health care facilities further its exempt purpose by promoting the health of the community (e.g., open medical staff, community board, use of surplus funds, etc.).
6 Affiliated health care system. If the organization is part of an affiliated health care system, describe the respective roles of the organization and its affiliates in promoting the health of the communities served.
7 State filing of community benefit report. If applicable, identify all states with which the organization, or a related organization, files a community benefit report.
Form and Line Reference Explanation
Schedule H, Part V, Section C FACILITY REPORTING GROUP A CONSISTS OF: FACILITY 3: PLAINS REGIONAL MEDICAL CENTER FACILITY 5: PRESBYTERIAN ESPANOLA HOSPITAL FACILITY 7: LINCOLN COUNTY MEDICAL CENTER FACILITY 8: SOCORRO GENERAL HOSPITAL FACILITY 9: DR. DAN C. TRIGG MEMORIAL HOSPITAL FACILITY 4: PRESBYTERIAN SANTA FE MEDICAL CENTER
Schedule H, Part V, Section C FACILITY REPORTING GROUP B CONSISTS OF: FACILITY 1: PRESBYTERIAN HOSPITAL FACILITY 2: PRESBYTERIAN RUST MEDICAL CENTER FACILITY 6: PRESBYTERIAN KASEMAN HOSPITAL
Schedule H, Part I, Line 7b NOTE ON MEDICAID SERVICES FOR 2024 HEALTH CARE DELIVERY AND ACCESS ACT IN 2024, CMS APPROVED THE IMPLEMENTATION OF THE HEALTH CARE DELIVERY AND ACCESS ACT (HDAA) IN NEW MEXICO. THIS LEGISLATION ESTABLISHED THE HEALTH CARE DELIVERY AND ACCESS FUND, A NONREVERTING FUND ADMINISTERED BY THE HCA, DESIGNED TO ENHANCE MEDICAID DIRECTED PAYMENT PROGRAMS. UNDER THE HDAA, A HEALTH CARE-RELATED ASSESSMENT IS IMPOSED ON PHS, WITH AT LEAST 90% OF THE COLLECTED FUNDS ALLOCATED TO MEDICAID DIRECTED PAYMENT PROGRAMS AND UP TO 10% FOR ADMINISTRATIVE COSTS ASSOCIATED WITH THE HDAA. PHS RECOGNIZED $226,132,000 OF HDAA REVENUE IN 2024. HDAA REVENUE IS REFLECTED IN NET PATIENT SERVICE REVENUE IN THE PERIOD IN WHICH THE RELATED SERVICES ARE RENDERED AND THE ASSESSMENTS ARE INCURRED. A RECEIVABLE FOR THE SAME AMOUNT WAS RECORDED IN OTHER RECEIVABLES ON THE ACCOMPANYING COMBINED BALANCE SHEETS AT DECEMBER 31, 2024. CORRESPONDING TAX ASSESSMENTS OF $60,977,000 ARE RECORDED IN PURCHASED SERVICES AND OTHER OPERATING EXPENSES IN 2024. AN ACCRUAL FOR THE SAME AMOUNT WAS RECORDED IN ACCRUED LIABILITIES ON THE ACCOMPANYING COMBINED BALANCE SHEET AT DECEMBER 31, 2024. THE FUTURE OF THIS PROGRAM IS UNCERTAIN CONCERNING THE RECENT ENACTMENT OF THE 2025 BUDGET RECONCILIATION BILL ON JULY 4, 2025.
Schedule H, Part I, Line 7g Subsidized Health Services THE COST OF SUBSIDIZED HEALTH SERVICES PROVIDED BY PRESBYTERIAN HEALTHCARE SERVICES (PHS) AMBULATORY CARE CLINICS INCLUDED IN LINE 7G AMOUNTED TO $4,831,224.
Schedule H, Part I, Line 7 Costing Methodology used to calculate financial assistance PRESBYTERIAN HEALTHCARE SERVICES (PHS) USED A COMBINATION OF OUR COST ACCOUNTING SYSTEM AND THE APPROPRIATE COST-TO-CHARGE RATIO, WHERE APPLICABLE, TO CALCULATE THE MOST ACCURATE COST OF FINANCIAL ASSISTANCE AND OTHER COMMUNITY BENEFITS REPORTED IN LINE 7. FOR EXAMPLE, THE COST OF FINANCIAL ASSISTANCE AND LOSS (GAIN) ON MEDICAID WERE DETERMINED BY APPLYING THE COST-TO-CHARGE RATIO TO CHARITY OR MEDICAID CHARGES AND THEN SUBTRACTING ESTIMATED PAYMENTS RECEIVED ON THESE ACCOUNTS. THE COST-ACCOUNTING SYSTEM WAS USED IN DETERMINING THE COST OF SUBSIDIZED HEALTH SERVICES. OUR COST ACCOUNTING SYSTEM CAPTURES ALL PATIENT SEGMENTS WITHIN THE PRESBYTERIAN DELIVERY SYSTEM INCLUDING ALL POPULATIONS WITHIN THE HOSPITAL SYSTEM AND WITHIN THE AMBULATORY HEALTH CLINICS. THE COST-TO-CHARGE RATIO UTILIZED WAS DERIVED FROM OUR MEDICARE COST REPORTS AND WAS NOT CALCULATED ON THE EXACT PARAMETERS OF WORKSHEET 2 OF THE SCHEDULE H INSTRUCTIONS. PHS BELIEVES THE COST-TO-CHARGE RATIOS UTILIZED BEST REPRESENT THE ACTUAL COST OF CARE IN EACH CIRCUMSTANCE.
Schedule H, Part II Community Building Activities PRESBYTERIAN HEALTHCARE SERVICES' (PHS) COMMUNITY BUILDING ACTIVITIES INCLUDE SUPPORT FOR HEALTHCARE ORGANIZATIONS THAT PROVIDE SERVICES TO INDIVIDUALS WHO ARE HOMELESS OR TO PERSONS WITH CHRONIC HEALTH CHALLENGES. THESE EFFORTS ALSO EMPHASIZE QUALITY IMPROVEMENT AND FINANCIAL SUPPORT FOR QUALITY IMPROVEMENT ORGANIZATIONS LOCALLY AND NATIONALLY. IN ADDITION, PHS SUPPORTS EDUCATIONAL IMPROVEMENT, BOTH FOR THE GENERAL POPULATION AND FOR THE NURSING PROFESSION SPECIFICALLY. PHS HUMAN RESOURCES DEPARTMENT PROVIDED COMMUNITY OUTREACH TO EDUCATE YOUTH AND ADULTS ON CAREER OPPORTUNITIES AND WAYS THEY CAN PREPARE THEMSELVES FOR THOSE OPPORTUNITIES. PHS ALSO SUPPORTS ECONOMIC DEVELOPMENT IN THE COMMUNITIES WE SERVE AND PARTICIPATES IN NUMEROUS FUNDRAISING ACTIVITIES BENEFITTING OTHER COMMUNITY RESOURCES SUCH AS BOYS GIRLS' CLUBS, COUNTY FAIRS, AND LOCAL CHAMBERS OF COMMERCE. PERHAPS MORE IMPORTANT THAN OUR FINANCIAL SUPPORT FOR THESE COMMUNITY BUILDING ACTIVITIES IS OUR SENIOR LEADER INVOLVEMENT ON THE BOARDS AND COMMITTEES OF COMMUNITY ORGANIZATIONS THROUGHOUT NEW MEXICO AND ACROSS ALL THESE CATEGORIES. ALL CASH AND IN-KIND FINANCIAL, STAFF, AND FACILITY SUPPORT FOR THESE COMMUNITY BUILDING GROUPS ARE INCLUDED IN SCHEDULE H, PARTS I AND II. HOWEVER, THE WORK TIME SPENT BY OUR SENIOR LEADERS IN SUPPORTING AND PARTICIPATING IN THESE COMMUNITY ORGANIZATIONS IS NOT REFLECTED IN SCHEDULE H, PARTS I AND II.
Schedule H, Part III, Line 2 Bad debt expense - methodology used to estimate amount REPORTED BAD DEBT IS REDUCED TO ESTIMATED COST BY APPLYING AN APPICABLE COST TO CHARGE RATIO FOR EACH FACILITY TO PATIENT CHARGES THAT WERE NOT PAID, AND FOR WHICH FINANCIAL ASSISTANCE WAS NOT SOUGHT OR, IF SOUGHT, NOT QUALIFIED WITHIN OUR FINANCIAL ASSISTANCE POLICY PARAMETERS.
Schedule H, Part III, Line 3 Bad Debt Expense Methodology PRESBYTERIAN HEALTHCARE SERVICES (PHS) USES A PRESUMPTIVE FINANCIAL ASSISTANCE SOFTWARE ALGORITHM TO DETERMINE SPECIFIC PATIENT ACCOUNTS THAT QUALIFY FOR FINANCIAL ASSISTANCE, ALTHOUGH INITIALLY CLASSIFIED AS BAD DEBT. AFTER ANALYZING THE RESULTS OF OUR SOFTWARE ALGORITHM AGAINST PATIENT CREDIT SCORES FOR ACCOUNTS RECORDED IN BAD DEBT, THE VICE PRESIDENT, REVENUE CYCLE MANAGEMENT HAS FOUND THAT APPROXIMATELY 63% OF SUCH ACCOUNT CHARGES WOULD QUALIFY FOR FULL FINANCIAL ASSISTANCE IF THEY HAD COMPLETED THE APPLICATION PROCESS AND PROVIDED THE REQUIRED DOCUMENTATION. THEREFORE, WE HAVE RECORDED 63% OF THE COST OF BAD DEBT HERE.
Schedule H, Part III, Line 4 Bad debt expense - financial statement footnote THE FOLLOWING IS THE APPLICABLE TEXT OF THE NET PATIENT ACCOUNTS RECEIVABLE FOOTNOTE FROM THE PRESBYTERIAN HEALTHCARE SERVICES (PHS) CONSOLIDATED FINANCIAL STATEMENTS: ACCOUNTS RECEIVABLE CONSIST OF PATIENT ACCOUNTS THAT ARE RECORDED AT NET REALIZABLE VALUE BASED ON CERTAIN ASSUMPTIONS. IN EVALUATING THE COLLECTABILITY OF ACCOUNTS RECEIVABLE, PHS ANALYZES ITS HISTORY AND IDENTIFIES TRENDS FOR THE APPROPRIATE ALLOWANCES TO REDUCE ACCOUNTS RECEIVABLE TO NET REALIZABLE VALUE OF ITS MAJOR PAYOR SOURCES OF REVENUE, AS WELL AS SELF-PAY PATIENTS. MANAGEMENT REGULARLY REVIEWS DATA ABOUT ITS MAJOR SOURCES OF REVENUE IN EVALUATING THE SUFFICIENCY OF THE ALLOWANCES ON ACCOUNTS RECEIVABLE. FOR RECEIVABLES ASSOCIATED WITH SERVICES PROVIDED TO PATIENTS WHO HAVE THIRD-PARTY COVERAGE, PHS ANALYZES HISTORICAL COLLECTIONS AS A BASIS FOR ESTIMATING FUTURE COLLECTIONS OF ACCOUNTS RECEIVABLE. PHS HAS A POLICY OF PROVIDING DISCOUNTS TO SELF-PAY PATIENTS WITHOUT INSURANCE. PHS' UNINSURED DISCOUNT POLICIES DURING 2024 AND 2023 PROVIDED FOR A DISCOUNT OF 30% FROM STANDARD RATES FOR MOST SERVICES. THESE UNINSURED DISCOUNTS ARE RECORDED WITH CONTRACTUAL ADJUSTMENTS AS A REDUCTION OF PATIENT SERVICE REVENUE. THE ESTIMATED UNCOLLECTIBLE AMOUNTS DUE FROM SELF-PAY PATIENTS ARE GENERALLY CONSIDERED IMPLICIT PRICE CONCESSIONS THAT ARE DIRECT REDUCTIONS OF ACCOUNTS RECEIVABLE. THE IMPLICIT PRICE CONCESSIONS ARE RECOGNIZED IMMEDIATELY BASED ON HISTORICAL RESULTS.
Schedule H, Part III, Line 8 Community benefit & methodology for determining medicare costs TOTAL MEDICARE REVENUE RECEIVED IS COLLECTED FROM OUR GENERAL LEDGER SYSTEM. THE COST TO PROVIDE CARE TO MEDICARE PATIENTS IS COMPUTED BASED ON THE APPROPRIATE COST-TO-CHARGE RATIO APPLIED TO MEDICARE CHARGES ASSOCIATED WITH THE NET REVENUE REPORTED ON LINE 5. THE RESULTING SHORTFALL IS REPORTED ON LINE 7. PRESBYTERIAN HEALTHCARE SERVICES (PHS) STRONGLY BELIEVES THAT THIS MEDICARE SHORTFALL REPRESENTS A VALUABLE BENEFIT TO THE COMMUNITIES WE SERVE AND SHOULD BE RECOGNIZED AS A COMMUNITY BENEFIT IN ITS ENTIRETY FOR THE FOLLOWING REASONS: - ABSENT THE MEDICARE PROGRAM, AND OUR FULL PARTICIPATION IN THE PROGRAM, IT IS LIKELY MANY OF THE INDIVIDUALS WE TREAT WOULD QUALIFY FOR FINANCIAL ASSISTANCE OR OTHER NEEDS-BASED GOVERNMENT PROGRAMS. - BY ACCEPTING PAYMENT BELOW COST TO TREAT THESE INDIVIDUALS, THE BURDENS OF THE GOVERNMENT IN NEW MEXICO ARE GREATLY RELIEVED WITH RESPECT TO THESE INDIVIDUALS. - THERE CONTINUES TO BE A SIGNIFICANT POSSIBILITY THAT THE CONTINUED REDUCTION IN REIMBURSEMENT RATES FOR THE MEDICARE PROGRAM MAY ACTUALLY CREATE DIFFICULTIES IN HEALTHCARE ACCESS FOR THE PATIENTS WE CURRENTLY TREAT UNDER THIS PROGRAM. - THE AMOUNT THAT PHS SPENDS EACH YEAR TO COVER THIS SUBSTANTIAL MEDICARE SHORTFALL DECREASES THE AMOUNT AVAILABLE TO COVER FINANCIAL ASSISTANCE AND OTHER COMMUNITY BENEFIT NEEDS.
Schedule H, Part III, Line 9b Collection practices for patients eligible for financial assistance PRESBYTERIAN HEALTHCARE SERVICES (PHS) HAS A SELF-PAY PAYMENT AND COLLECTION POLICY (PFS.PDS.115) WHICH INCLUDES THE FOLLOWING PROVISIONS: PHS OFFERS FINANCIAL ASSISTANCE FOR PATIENTS WHO MEET THE QUALIFICATIONS SET FORTH IN THE PHS FINANCIAL ASSISTANCE POLICY (FAP)(PFS.PDS.116). PATIENTS MAY OBTAIN A COPY OF THE FAP, FAP APPLICATION, AND A PLAIN LANGUAGE SUMMARY OF THE FAP THROUGH THE FOLLOWING WAYS: -ONLINE AT WWW.PHS.ORG -BY CONTACTING A CUSTOMER SERVICE REPRESENTATIVE AT 505-923-6600 -BY CONTACTING A FINANCIAL COUNSELOR AT A PRESBYTERIAN CLINIC OR FACILITY -BY MAIL, FREE OF CHARGE, UPON REQUEST TO A CUSTOMER SERVICE REPRESENTATIVE OR A FINANCIAL COUNSELOR. PATIENTS MAY SUBMIT COMPLETED FAP APPLICATIONS DURING A 240-DAY APPLICATION PERIOD (AS DEFINED HEREIN). PRESBYTERIAN WILL NOT ENGAGE IN ANY EXTRAORDINARY COLLECTION ACTION (ECA) AGAINST THE PATIENT OR GUARANTOR WITHOUT MAKING REASONABLE EFFORTS TO DETERMINE THE PATIENT'S ELIGIBILITY UNDER THE FAP POLICY. SPECIFICALLY: -PRESBYTERIAN WILL NOTIFY INDIVIDUALS ABOUT ITS FAP BEFORE INITIATING ANY ECAS TO OBTAIN PAYMENT FOR CARE AND WILL REFRAIN FROM INITIATING ANY ECA FOR AT LEAST 120 DAYS FROM THE FIRST POST-DISCHARGE OR POST-VISIT BILLING STATEMENT FOR THE CARE. -IF PRESBYTERIAN INTENDS TO PURSUE ECAS, THE FOLLOWING WILL OCCUR AT LEAST 30 DAYS BEFORE FIRST INITIATING ONE OR MORE ECAS: -PRESBYTERIAN WILL NOTIFY THE PATIENT IN WRITING THAT FINANCIAL ASSISTANCE IS AVAILABLE FOR ELIGIBLE INDIVIDUALS AND WILL IDENTIFY THE ECAS THAT MAY BE INITIATED TO OBTAIN PAYMENT. THIS WRITTEN NOTICE WILL INCLUDE A DEADLINE AFTER WHICH SUCH ECAS MAY BE INITIATED THAT IS NO EARLIER THAN 30 DAYS AFTER THE DATE THAT THE NOTICE IS PROVIDED. -THE ABOVE NOTICE WILL INCLUDE A PLAIN LANGUAGE SUMMARY OF THE FAP. -PRESBYTERIAN WILL MAKE A REASONABLE EFFORT TO NOTIFY THE PATIENT VERBALLY ABOUT THE FAP AND HOW THE INDIVIDUAL MAY OBTAIN ASSISTANCE WITH THE APPLICATION PROCESS. -IF PRESBYTERIAN COMBINES A PATIENT'S OUTSTANDING BILLS FOR MULTIPLE EPISODES OF CARE BEFORE INITIATING ONE OR MORE ECAS, IT WILL REFRAIN FROM INITIATING THE ECAS UNTIL 120 DAYS AFTER IT PROVIDED THE FIRST POST-DISCHARGE BILLING STATEMENT FOR THE MOST RECENT EPISODE OF CARE.
Schedule H, Part V, Section B, Line 16a FAP website B - PRESBYTERIAN HOSPITAL: Line 16a URL: http://www.phs.org/FINANCIALASSISTANCE; A - PLAINS REGIONAL MEDICAL CENTER: Line 16a URL: http://www.phs.org/FINANCIALASSISTANCE;
Schedule H, Part V, Section B, Line 16b FAP Application website B - PRESBYTERIAN HOSPITAL: Line 16b URL: http://www.phs.org/FINANCIALASSISTANCE; A - PLAINS REGIONAL MEDICAL CENTER: Line 16b URL: http://www.phs.org/FINANCIALASSISTANCE;
Schedule H, Part V, Section B, Line 16c FAP plain language summary website B - PRESBYTERIAN HOSPITAL: Line 16c URL: http://www.phs.org/FINANCIALASSISTANCE; A - PLAINS REGIONAL MEDICAL CENTER: Line 16c URL: http://www.phs.org/FINANCIALASSISTANCE;
Schedule H, Part VI, Line 2 Needs assessment THE COMMUNITY HEALTH NEEDS ASSESSMENTS, CONDUCTED IN 2022 FOR ALL PRESBYTERIAN HEALTHCARE SERVICES (PHS) HOSPITAL FACILITIES, ARE THE PRIMARY MEANS UTILIZED TO ASSESS THE HEALTH CARE NEEDS OF THE COMMUNITIES WE SERVE. THESE ASSESSMENTS WERE THOROUGH, INCLUSIVE, AND CONDUCTED WITH HELP AND INPUT FROM COUNTY HEALTH COUNCILS AND OTHER HEALTH COALITIONS, THE VOLUNTEER LEADERS THAT MAKE UP EACH OF PHS' HOSPITAL BOARDS OF DIRECTORS, THE COMMUNITY HEALTH ADVISORY BOARD, COMMUNITY ORGANIZATIONS, COMMUNITY MEMBERS, AND REPRESENTATIVES FROM THE NEW MEXICO DEPARTMENT OF HEALTH. ONGOING ASSESSMENT, DATA COLLECTION, AND ANALYSIS OCCURS AT SMALLER GEOGRAPHIC, POPULATION, AND PROGRAMMATIC LEVELS TO SUPPORT CONTINUED PLANNING, IMPLEMENTATION, AND CONTINUOUS QUALITY IMPROVEMENT OF STRATEGIES IDENTIFIED IN THE COMMUNITY HEALTH IMPROVEMENT PLANS.
Schedule H, Part VI, Line 3 Patient education of eligibility for assistance PRESBYTERIAN HEALTHCARE SERVICES (PHS) IS COMMITTED TO PROVIDING BENEFITS TO THE COMMUNITY. AS A NONPROFIT, CHARITABLE, COMMUNITY-BASED HEALTHCARE PROVIDER, PHS PROVIDES MEDICALLY NECESSARY SERVICES AT NO CHARGE OR AT A REDUCED CHARGE BASED ON A SLIDING SCALE TO PATIENTS WHO MEET THE SPECIFIC CRITERIA DEFINED IN OUR FINANCIAL ASSISTANCE POLICY. THESE CRITERIA ARE CONSISTENTLY APPLIED. PHS PATIENTS ARE ADVISED OF THE AVAILABILITY OF FINANCIAL ASSISTANCE THROUGH THE PLACEMENT OF APPROPRIATE SIGNAGE IN ENGLISH AND SPANISH AT ALL PHS PATIENT-CARE CENTERS. PHS FINANCIAL COUNSELORS ATTEMPT TO MAKE DIRECT CONTACT WITH PATIENTS WHO ARE SELF-PAY OR WHO INDICATE AN INABILITY TO PAY FOR THEIR CARE AS PART OF OUR STANDARD ADMISSION PROTOCOL. THE PHS PATIENT FINANCIAL SERVICES DEPARTMENT MAINTAINS AN EFFECTIVE COMMUNICATION PROGRAM AMONG ALL AREAS OF THE PRESBYTERIAN DELIVERY SYSTEM TO ENSURE THE CONSISTENT APPLICATION OF THIS FINANCIAL ASSISTANCE POLICY. WHEN A PATIENT INDICATES, OR DEMONSTRATES, AN "INABILITY TO PAY A NEED FOR FINANCIAL ASSISTANCE, A PHS FINANCIAL COUNSELOR FROM THE PHS PATIENT FINANCIAL SERVICES DEPARTMENT, OR ANOTHER APPROPRIATE PHS REPRESENTATIVE, REVIEWS WITH THE PATIENT GOVERNMENT PROGRAMS THAT MAY BE AVAILABLE TO HIM OR HER AND PROVIDES THE PATIENT WITH A SELF-PAY RESOURCE PACKET WHICH CONTAINS A FINANCIAL ASSISTANCE APPLICATION. THE COUNSELOR OR OTHER PHS REPRESENTATIVE WILL ASSIST THE PATIENT IN APPLYING FOR GOVERNMENT ASSISTANCE AND/OR COMPLETING THE APPLICATION FOR PHS FINANCIAL ASSISTANCE AND OBTAINING ALL REQUIRED DOCUMENTATION. PRESBYTERIAN HEALTHCARE SERVICES, ALSO, PROVIDES INFORMATION REGARDING OUR FINANCIAL ASSISTANCE POLICY ON EVERY PATIENT BILLING STATEMENT, WHICH INCLUDES A PLAIN LANGUAGE SUMMARY OF OUR FINANCIAL ASSISTANCE PROGRAM. WE HAVE A ROBUST FINANCIAL COUNSELING PROGRAM THAT SEEKS TO ASSIST OUR PATIENTS WITH THE FINANCIAL NEEDS OF THEIR CARE, INCLUDING SEEKING COVERAGE AND ASSISTANCE WITH APPLYING FOR FINANCIAL ASSISTANCE. FINALLY, WE PROMINENTLY DISPLAY A LINK TO OUR FINANCIAL ASSISTANCE POLICY ON THE LANDING PAGE OF WWW.PHS.ORG.
Schedule H, Part VI, Line 4 Community information PRESBYTERIAN HEALTHCARE SERVICES' (PHS) HEALTHCARE DELIVERY SYSTEM IS DIVIDED INTO THE CENTRAL NEW MEXICO DELIVERY SYSTEM (CDS) AND THE REGIONAL DELIVERY SYSTEM (RDS). THE CDS INCLUDES PRESBYTERIAN HOSPITAL, PRESBYTERIAN KASEMAN HOSPITAL, PRESBYTERIAN RUST MEDICAL CENTER, AND MANY OUTPATIENT CLINICS SUPPORTING THESE FACILITIES IN THE FOUR-COUNTY METRO AREA. THIS FOUR-COUNTY AREA INCLUDES THE COUNTIES CONTAINING AND SURROUNDING ALBUQUERQUE: BERNALILLO, SANDOVAL, TORRANCE, AND VALENCIA. THE FOUR-COUNTY REGION ALSO CONTAINS TWO NATIVE AMERICAN RESERVATIONS AND THIRTEEN PUEBLOS. THE POPULATION IN THIS AREA TENDS TO BE MORE URBAN THAN MOST OF NEW MEXICO AND THE CITIZENS IN THIS AREA TEND TO HAVE MORE HEALTH CARE OPTIONS. THE CENTRAL NEW MEXICO REGION CONTAINS PROVIDERS IN MANY SPECIALTIES. IT IS ALSO THE STATE HEADQUARTERS FOR MANY NATIONAL HEALTH NON-PROFITS INCLUDING, THE AMERICAN CANCER SOCIETY, THE AMERICAN RED CROSS, THE AMERICAN HEART ASSOCIATION, AMERICAN LUNG ASSOCIATION, THE NATIONAL KIDNEY FOUNDATION, THE AMERICAN LIVER FOUNDATION, THE LUPUS FOUNDATION OF AMERICA, THE NATIONAL ALLIANCE ON MENTAL ILLNESS AND THE AMERICAN DIABETES ASSOCIATION. THERE ARE ALSO MANY LOCAL ORGANIZATIONS THAT ADDRESS HOMELESSNESS, YOUTH DEVELOPMENT, SUBSTANCE USE DISORDERS, CANCER, SENIOR HEALTH, FAMILY PLANNING, DOMESTIC VIOLENCE, SEXUAL ASSAULT AND CHILD ABUSE. THE RDS INCLUDES DR. DAN C. TRIGG MEMORIAL HOSPITAL, PRESBYTERIAN ESPANOLA HOSPITAL, LINCOLN COUNTY MEDICAL CENTER, PLAINS REGIONAL MEDICAL CENTER, SOCORRO GENERAL HOSPITAL, PRESBYTERIAN SANTA FE MEDICAL CENTER, AND THEIR ASSOCIATED CLINICS. TRIGG, LINCOLN COUNTY, AND SOCORRO HOSPITALS ARE DESIGNATED AS CRITICAL ACCESS HOSPITALS FOR THE COMMUNITIES THEY SERVE. EACH OF THESE REGIONAL LOCATIONS IS PRIMARILY RURAL (WITH THE EXCEPTION OF SANTA FE) WITH LOWER INCOMES, LESS ACCESS TO HEALTHCARE FOR THEIR CITIZENS, AND SPECIFIC HEALTH CHALLENGES. APPROXIMATELY HALF OF THE RESIDENTS OF THE STATE IDENTIFY AS HISPANIC OR LATINO COMPARED TO A FIFTH OF THE NATIONAL POPULATION. FOR DETAILED DESCRIPTIONS OF EACH OF THE UNIQUE GEOGRAPHIC AND DEMOGRAPHIC AREAS SERVED BY PHS, PLEASE REFER TO THE CORRESPONDING COMMUNITY HEALTH NEEDS ASSESSMENT REPORTS AT WWW.PHS.ORG/COMMUNITY/COMMITTED-TO-COMMUNITY-HEALTH/.
Schedule H, Part VI, Line 5 Promotion of community health COMMUNITY-BASED VOLUNTEER BOARDS ARE THE CORNERSTONE OF PRESBYTERIAN HEALTHCARE SERVICES' (PHS) GOVERNANCE SYSTEM. THE PHS BOARD, WITH KEY SUPPORTING COMMITTEES IN COMPLIANCE AND AUDIT, EXECUTIVE COMPENSATION, FINANCE, GOVERNANCE, AND QUALITY, IS ULTIMATELY RESPONSIBLE FOR THE ENTIRE SYSTEM. THE OVERALL GOVERNANCE STRUCTURE ALSO INCLUDES A VOLUNTEER BOARD OF TRUSTEES FOR EACH OF THE HOSPITALS. THE HOSPITAL AFFILIATE BOARDS REPORT TO THE PHS BOARD, GOVERN IN THE COMMUNITIES WHERE THEY RESIDE, AND ARE CHARGED WITH ASSESSING AND ENSURING THE APPROPRIATENESS OF THE HEALTH CARE SERVICES PROVIDED. THE HOSPITALS' MEDICAL STAFFS ORGANIZE AND ENGAGE INDEPENDENT AND EMPLOYED PHYSICIANS IN HOSPITAL DECISION-MAKING, CREDENTIALING, AND OVERSIGHT OF QUALITY OF PATIENT CARE. PHYSICIANS ARE ACTIVE MEMBERS OF PRESBYTERIAN'S LEADERSHIP AND GOVERNING BOARDS, SERVING ON THE PHS BOARD OF DIRECTORS AND ITS COMMITTEES AS WELL AS PROVIDING OPERATIONAL AND CLINICAL LEADERSHIP. ALL PHS HOSPITALS MAINTAIN OPEN MEDICAL STAFFS AND PROVIDE 24-HOUR EMERGENCY CARE. ALL OUR FACILITIES PROVIDE FREE OR DISCOUNTED MEDICALLY NECESSARY CARE TO PATIENTS WHO ARE UNABLE TO PAY. IN ADDITION, WE PROVIDE MANY NEEDED SERVICES, INCLUDING PEDIATRIC SPECIALTY SERVICES AND BEHAVIORAL HEALTH SERVICES, AT A FINANCIAL LOSS. THESE ARE SERVICES THAT WOULD BECOME THE BURDEN OF GOVERNMENT OR ANOTHER NONPROFIT, OR SIMPLY NOT BE AVAILABLE, IF WE DISCONTINUED THEM. PHS IS A FULL PARTICIPANT IN THE MEDICARE AND MEDICAID PROGRAMS, ALONG WITH NUMEROUS OTHER GOVERNMENTAL, NEEDS-BASED PROGRAMS. PHS REINVESTS THE MARGIN WE EARN INTO BETTER HEALTH CARE FOR NEW MEXICO. WE HAVE NO SHAREHOLDERS TO SATISFY - ONLY FELLOW NEW MEXICANS TO SERVE. WE HAVE REINVESTED MORE THAN $747 MILLION INTO LOCAL HEALTH CARE IN THE LAST FIVE YEARS ALONE. WE ARE CONTINUING TO REINVEST OUR FUNDS TO IMPROVE PATIENT ACCESS AND SAFETY THROUGH NEW MEDICAL FACILITIES AND TECHNOLOGY SUCH AS PHARMACY AUTOMATION, TELEHEALTH OPTIONS, ELECTRONIC MEDICAL RECORDS AND TOUCHLESS CHECK-INS.
Schedule H, Part VI, Line 6 Affiliated health care system PRESBYTERIAN HEALTHCARE SERVICES (PHS) IS A NOT-FOR-PROFIT INTEGRATED HEALTH CARE SYSTEM THAT HAS SERVED THE STATE OF NEW MEXICO SINCE 1908. PHS PROVIDES PATIENTS WITH PREVENTATIVE, DIAGNOSTIC, AND TREATMENT SERVICES IN HOSPITALS AND OUTPATIENT FACILITIES STATEWIDE. OUR MEDICAL TEAM, PRESBYTERIAN MEDICAL GROUP, INCLUDES PRIMARY CARE AND SPECIALIST PROVIDERS WITH ROUGHLY 1,300 PHYSICIANS AND ADVANCED PRACTICE CLINICIANS. PHS HAS NINE MEDICAL CENTERS AND HOSPITALS IN SEVEN COMMUNITIES, AND 50 SPECIALTIES AT MORE THAN 100 CLINICS THROUGHOUT NEW MEXICO. IN ADDITION, MANY PATIENTS CAN USE TELEHEALTH SERVICES TO INTERACT WITH PHYSICIANS AND ADVANCE PRACTICE CLINICIANS ONLINE FROM THE COMFORT OF HOME. PHS OFFERS EMERGENCY RESPONSE AND NON-EMERGENCY AMBULANCE SERVICES IN ALBUQUERQUE THROUGH AN AFFILIATED NON-PROFIT COMPANY AND ALSO PROVIDES SUCH SERVICES DIRECTLY IN LINCOLN AND RIO ARRIBA COUNTIES. PHS IS ALSO AFFILIATED WITH PRESBYTERIAN HEALTH PLAN AND PRESBYTERIAN INSURANCE COMPANY. THESE ORGANIZATIONS PROVIDE PRODUCTS AND SERVICES DESIGNED AND DELIVERED TO PREVENT ILLNESS AND COORDINATE CARE FOR MORE THAN 561,000 MEMBERS THROUGHOUT NEW MEXICO, INCLUDING INDIVIDUALS ENROLLED IN MEDICAID MANAGED CARE. THE PHP NETWORK IS COMPRISED OF PHS OWNED AND OPERATED FACILITIES AND EMPLOYED PRACTITIONERS AS WELL AS INDEPENDENT HOSPITALS AND PRACTITIONERS THROUGHOUT THE STATE.
Schedule H, Part VI, Line 7 State filing of community benefit report NM
Schedule H (Form 990) 2024
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Schedule I
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
Open to Public
Inspection
Name of the organization
Presbyterian Healthcare Services
 
Employer identification number
85-0105601
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient
that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government		 (b) EIN (c) IRC section
(if applicable)		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
noncash assistance		 (h) Purpose of grant
or assistance
(1) ALBUQ HLTHCARE FOR THE HOMELESS
PO BOX 25445
ALBUQUERQUE,NM87125 		85-0368993 501(C)(3) 50,000       GENERAL SUPPORT
(2) ALL FAITHS RECEIVING HOME
1709 Moon St Ne
Albuquerque,NM871123995 		85-0165284 501(c)(3) 7,500       GENERAL SUPPORT
(3) MEALS ON WHEELS
PO BOX 92614
Albuquerque,NM87199 		85-0307043 501(C)(3) 12,500       GENERAL SUPPORT
(4) NATIVE HEALTH INITIATIVE
PO BOX 26374
Albuquerque,NM87125 		35-2416421 501(C)(3) 7,000       GENERAL SUPPORT
(5) RIO ARRIBA COUNTY MILL LEVY
1122 INDUSTRIAL PARK RD
ESPANOLA,NM87532 		85-0423951 501(C)(3) 578,516       GENERAL SUPPORT
(6) RONALD MCDONALD HOUSE
1011 YALE BLVD NW
Albuquerque,NM87106 		85-0283204 501(C)(3) 10,000       GENERAL SUPPORT
(7) WESST
609 BROADWAY BLVD
ALBUQUERQUE,NM87102 		85-0367809 501(C)(3) 15,000       GENERAL SUPPORT
(8) UNITED WAY
2340 ALAMO AV SE
2ND FL
ABQ,NM87106 		85-0277138 501(C)(3) 15,400       GENERAL SUPPORT
(9) RIO RANCHO ROTARY SUNRISE FOUND
PO Box 44606
Rio Rancho,NM87174 		45-5604687 501(C)(3) 7,500       GENERAL SUPPORT
(10) SANTA FE CHAMBER OF COMMERCE
1611 CALLE LORCA
STE 301
SANTA FE,NM87505 		85-0067130 501(C)(6) 6,069       GENERAL SUPPORT
(11) THE BLACK CHAMBER OF COMMERCE OF NM
3150 CARLISLE BLVD NE ST 103
ABQ,NM87110 		83-2191054 501(C)(3) 5,750       GENERAL SUPPORT
(12) BOSQUE SCHOOL
4000 BOSQUE SCHOOL
ALBUQUERQUE,NM87120 		85-0420092 501(C)(3) 10,000       GENERAL SUPPORT
(13) CNM INGENUITY INC
525 BUENA VISTA DR SE
Albuquerque,NM87106 		46-5131171 501(C)(3) 10,000       GENERAL SUPPORT
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
12
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
1
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) Rev. 1-2025

Schedule I (Form 990) Rev. 1-2025
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Number of
recipients		 (c) Amount of
cash grant		 (d) Amount of
noncash assistance		 (e) Method of valuation (book,
FMV, appraisal, other)		 (f) Description of noncash assistance
(1) VARIOUS - FLU SHOT CLINICS 5687   56,873 COST FLU SHOTS
(2) VARIOUS - HEALTH FAIRS 2106   10,532 COST HEALTH FAIR SUPPLIES
(3) VARIOUS - MEALS TO INDIGENT PATIENTS 7638   11,457 COST MEALS
(4) VARIOUS - INDIGENT TRANSPORTATION 600   4,220 COST TRANSPORTATION
(5) VARIOUS - INDIGENT FUNERAL/BURIAL ASSIST. 22   14,998 COST FUNERAL ASSISTANCE
(6) VARIOUS - SCHOLARSHIPS 6 7,500   COST SCHOLARSHIPS
(6)
(7)
Part IV
Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.
Return Reference Explanation
Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds PRESBYTERIAN HEALTHCARE SERVICES (PHS) MONITORS ALL ORGANIZATIONS THAT RECEIVE GRANT FUNDS. THE PRESBYTERIAN SENIOR LEADER SUBMITTING OR PROPOSING THE GRANT REQUEST REPORTS BACK TO PHS ON THE OUTCOMES RELATING TO THE GRANT FUNDS. GRANT FUNDS ARE ONLY MADE AVAILABLE TO CONFIRMED 501(C)(3) OR SIMILAR ORGANIZATIONS, GOVERNMENT ENTITIES, AND FOR A FEW SMALL SCHOLARSHIPS, TO INDIVIDUAL STUDENTS OR EDUCATIONAL INSTITUTIONS.
Schedule I (Form 990) Rev. 1-2025



Additional Data


Software ID: 24020961
Software Version: 2024v5.1


Schedule J
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
medium right arrow graphic Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
medium right arrow graphic Attach to Form 990.
medium right arrow graphic Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
Open to Public Inspection
Name of the organization
Presbyterian Healthcare Services
 
Employer identification number

85-0105601
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .....
1b
Yes
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ....
2
Yes
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? .............
4a
Yes
 
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
 
No
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ....................
5a
 
No
b
Any related organization? .......................
5b
 
No
If "Yes," on line 5a or 5b, describe in Part III.
6
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ..................
6a
 
No
b
Any related organization? ......................
6b
 
No
If "Yes," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................
8
 
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) (Rev. 1-2025)

Schedule J (Form 990) (Rev. 1-2025)
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2, 1099-MISC compensation, and/or 1099-NEC (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation in column (B) reported as deferred on prior Form 990
(i) Base
compensation 		(ii) Bonus & incentive
compensation 		(iii) Other reportable compensation
1RISHI SIKKA MD
DIRECTOR (PRESIDENT / CEO AS OF 12/13/2024) 		(i)

(ii)		 344,329
-------------
0 		250,000
-------------
0 		1,269
-------------
0 		0
-------------
0 		5,606
-------------
0 		601,204
-------------
0 		0
-------------
0
2DALE MAXWELL
CEO/ DIRECTOR (TERM: 10/18/2024) 		(i)

(ii)		 1,564,266
-------------
0 		1,579,384
-------------
0 		862,557
-------------
0 		385,182
-------------
0 		16,121
-------------
0 		4,407,510
-------------
0 		378,195
-------------
0
3ANGELA GALLEGOS-MACIAS MD
DIRECTOR 		(i)

(ii)		 357,903
-------------
0 		60,029
-------------
0 		7,378
-------------
0 		24,150
-------------
0 		36,850
-------------
0 		486,310
-------------
0 		0
-------------
0
4JAMES NOBLE
SVP & CFO / TREASURER 		(i)

(ii)		 1,002,720
-------------
0 		699,196
-------------
0 		469,706
-------------
0 		114,527
-------------
0 		35,605
-------------
0 		2,321,754
-------------
0 		71,603
-------------
0
5RYAN BURT
GENERAL COUNSEL / SECRETARY 		(i)

(ii)		 705,885
-------------
0 		454,886
-------------
0 		611,263
-------------
0 		85,751
-------------
0 		26,836
-------------
0 		1,884,621
-------------
0 		56,345
-------------
0
6LAUREN M CATES
PRESIDENT - PHS 		(i)

(ii)		 901,733
-------------
0 		402,878
-------------
0 		3,404
-------------
0 		112,364
-------------
0 		25,464
-------------
0 		1,445,843
-------------
0 		0
-------------
0
7ANGELA WARD
VP - QUALITY INSTITUTE 		(i)

(ii)		 278,513
-------------
0 		78,653
-------------
0 		2,888
-------------
0 		27,188
-------------
0 		19,770
-------------
0 		407,012
-------------
0 		0
-------------
0
8HECTOR ARREDONDO MD
CHIEF MEDICAL OFFICER - CDS 		(i)

(ii)		 384,914
-------------
0 		0
-------------
0 		10,706
-------------
0 		24,150
-------------
0 		24,568
-------------
0 		444,338
-------------
0 		0
-------------
0
9DOYLE BOYKIN
VP-HOME HEALTH, HOSPICE, PALLIATIVE 		(i)

(ii)		 233,077
-------------
0 		62,479
-------------
0 		3,519
-------------
0 		36,343
-------------
0 		15,696
-------------
0 		351,114
-------------
0 		0
-------------
0
10WILLIAM BROWN MD
MEDICAL DIRECTOR - SURGERY (TERM: 03/22/2024) 		(i)

(ii)		 107,887
-------------
0 		114,207
-------------
0 		1,156
-------------
0 		0
-------------
0 		6,727
-------------
0 		229,977
-------------
0 		0
-------------
0
11TIMOTHY JOHNSEN
EVP - CHIEF OPERATING OFFICER - PDS 		(i)

(ii)		 684,761
-------------
0 		468,127
-------------
0 		232,711
-------------
0 		87,250
-------------
0 		28,710
-------------
0 		1,501,559
-------------
0 		68,951
-------------
0
12JASON MITCHELL MD
SVP - CHIEF CLINICAL TRANSFORMATION OFFICER 		(i)

(ii)		 744,750
-------------
0 		508,597
-------------
0 		282,437
-------------
0 		99,151
-------------
0 		36,165
-------------
0 		1,671,100
-------------
0 		76,925
-------------
0
13SOYAL MOMIN
SVP - CHIEF ANALYTICS OFFICER 		(i)

(ii)		 394,875
-------------
0 		192,496
-------------
0 		3,257
-------------
0 		20,700
-------------
0 		3,050
-------------
0 		614,378
-------------
0 		0
-------------
0
14TODD SANDMAN
SVP - CHIEF STRATEGY OFFICER 		(i)

(ii)		 514,023
-------------
0 		341,256
-------------
0 		404,830
-------------
0 		78,186
-------------
0 		18,204
-------------
0 		1,356,499
-------------
0 		44,255
-------------
0
15DARREN M SHAFER MD
PRESIDENT - PMG 		(i)

(ii)		 617,104
-------------
0 		417,009
-------------
0 		55,916
-------------
0 		86,444
-------------
0 		20,132
-------------
0 		1,196,605
-------------
0 		50,732
-------------
0
16JOANNE SUFFIS
SVP - CHIEF HR OFFICER (TERM: 3/15/2024) 		(i)

(ii)		 122,486
-------------
0 		373,757
-------------
0 		506,304
-------------
0 		0
-------------
0 		13,318
-------------
0 		1,015,865
-------------
0 		46,146
-------------
0
17LEE PATCHELL
SVP - CHIEF HR OFFICER - INTERIM 		(i)

(ii)		 486,939
-------------
0 		224,256
-------------
0 		3,528
-------------
0 		70,151
-------------
0 		19,557
-------------
0 		804,431
-------------
0 		0
-------------
0
18BRADLEY B COOK
SVP - CHIEF OPERATING OFFICER - PMG 		(i)

(ii)		 360,837
-------------
0 		144,516
-------------
0 		1,980
-------------
0 		24,150
-------------
0 		20,132
-------------
0 		551,615
-------------
0 		0
-------------
0
19HOLLY MULLER RN
SVP - CHIEF NURSING OFFICER 		(i)

(ii)		 413,535
-------------
0 		164,803
-------------
0 		9,581
-------------
0 		15,525
-------------
0 		21,518
-------------
0 		624,962
-------------
0 		0
-------------
0
20KEITH RIVERA
SVP - CHIEF INFORMATION OFFICER 		(i)

(ii)		 514,832
-------------
0 		247,681
-------------
0 		7,554
-------------
0 		76,249
-------------
0 		1,174
-------------
0 		847,490
-------------
0 		0
-------------
0
21ROBERT FEDERICI MD
PROGRAM MGR - HEART 		(i)

(ii)		 801,876
-------------
0 		251,763
-------------
0 		11,704
-------------
0 		20,700
-------------
0 		17,129
-------------
0 		1,103,172
-------------
0 		0
-------------
0
22ERIC CORNISH
VP - REAL ESTATE 		(i)

(ii)		 253,479
-------------
0 		58,279
-------------
0 		7,289
-------------
0 		8,945
-------------
0 		21,518
-------------
0 		349,510
-------------
0 		0
-------------
0
23NATASHA KOLB MD
MEDICAL DIRECTOR - ED/AAS/UC 		(i)

(ii)		 398,821
-------------
0 		107,231
-------------
0 		2,109
-------------
0 		27,486
-------------
0 		20,132
-------------
0 		555,779
-------------
0 		0
-------------
0
24DIONNE CRUZ MILLER
HOSPITAL CHIEF EXECUTIVE - PH (TERM: 1/2/2024) 		(i)

(ii)		 13,437
-------------
0 		180,107
-------------
0 		508,690
-------------
0 		0
-------------
0 		1,339
-------------
0 		703,573
-------------
0 		0
-------------
0
25NOAH KNISELY
VP - OPERATIONS - RDS 		(i)

(ii)		 322,501
-------------
0 		734
-------------
0 		77,761
-------------
0 		15,525
-------------
0 		19,612
-------------
0 		436,133
-------------
0 		0
-------------
0
26DENISE GONZALES MD
MEDICAL DIRECTOR - ADULT MED SPECIALTY 		(i)

(ii)		 513,253
-------------
0 		138,050
-------------
0 		53,597
-------------
0 		24,150
-------------
0 		36,850
-------------
0 		765,900
-------------
0 		0
-------------
0
27DION GALLANT MD
MEDICAL DIRECTOR - PRIMARY CARE 		(i)

(ii)		 369,368
-------------
0 		103,057
-------------
0 		8,163
-------------
0 		27,524
-------------
0 		0
-------------
0 		508,112
-------------
0 		0
-------------
0
28JON WADE
HOSPITAL CHIEF EXECUTIVE - PH 		(i)

(ii)		 417,212
-------------
0 		86,093
-------------
0 		2,253
-------------
0 		17,250
-------------
0 		27,140
-------------
0 		549,948
-------------
0 		0
-------------
0
29JOHN ADAMS
HOSPITAL CHIEF EXECUTIVE - RUST MED CTR 		(i)

(ii)		 257,394
-------------
0 		61,068
-------------
0 		788
-------------
0 		15,048
-------------
0 		35,604
-------------
0 		369,902
-------------
0 		0
-------------
0
30AMIT GARG MD
MED DIR - CLIN-RADIATION ONCOLOGY 		(i)

(ii)		 781,705
-------------
0 		1,371,492
-------------
0 		1,260
-------------
0 		17,250
-------------
0 		17,116
-------------
0 		2,188,823
-------------
0 		0
-------------
0
31ESTEBAN HENAO MD
MD - VASCULAR SURGERY - CDS 		(i)

(ii)		 540,668
-------------
0 		672,595
-------------
0 		1,380
-------------
0 		0
-------------
0 		9,325
-------------
0 		1,223,968
-------------
0 		0
-------------
0
32GREGORY SHERR MD
MD - VASCULAR SURGERY - CDS 		(i)

(ii)		 1,472,562
-------------
0 		192,339
-------------
0 		88,595
-------------
0 		17,250
-------------
0 		36,539
-------------
0 		1,807,285
-------------
0 		0
-------------
0
33VIPIN MITTAL MD
MED DIR - GASTROENTEROLOGY CLINIC 		(i)

(ii)		 512,091
-------------
0 		658,134
-------------
0 		728
-------------
0 		17,250
-------------
0 		10,494
-------------
0 		1,198,697
-------------
0 		0
-------------
0
34JOHN BOWERS MD
DO-RADIATION ONCOLOGY-CDS 		(i)

(ii)		 584,036
-------------
0 		638,974
-------------
0 		761
-------------
0 		13,451
-------------
0 		35,546
-------------
0 		1,272,768
-------------
0 		0
-------------
0
Schedule J (Form 990) (Rev. 1-2025)

Schedule J (Form 990) (Rev. 1-2025)
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.
Return Reference Explanation
Schedule J, Part I, Line 1a Tax indemnification and gross-up payments DALE MAXWELL, JAMES NOBLE, RYAN BURT, AND TODD SANDMAN RECEIVED TAX GROSS-UP COMPENSATION ON MOVING EXPENSE REIMBURSEMENTS. THESE RELOCATIONS WERE REQUIRED BY PRESBYTERIAN. ALL MOVING EXPENSES AND ALL TAX GROSS-UP AMOUNTS WERE INCLUDED IN REPORTED CURRENT COMPENSATION AND ON FORM W-2 FOR THESE EMPLOYEES.
Schedule J, Part I, Line 4a Severance or change-of-control payment DIONNE CRUZ MILLER AND JOANNE SUFFIS, KEY EMPLOYEES, RECEIVED SEVERANCE PAY FROM THE REPORTING ORGANIZATION OF $508,404 & $456,546, RESPECTIVELY.
Schedule J, Part II, Column (C) DEFERRED COMPENSATION DALE MAXWELL WAS A PARTICIPANT IN A RETENTION AGREEMENT. IN 2024, $380,004 WAS DEFERRED UNDER THIS AGREEMENT FOR MR. MAXWELL BY THE REPORTING ORGANIZATION. THIS AMOUNT IS INCLUDED IN THE REPORTED DEFERRED COMPENSATION. ALSO, IN 2024, MR. MAXWELL RECEIVED A VESTED PAYMENT FROM THE RETENTION PLAN OF $378,195. THIS AMOUNT IS REPORTED IN CURRENT COMPENSATION, AS REQUIRED; AND IS ALSO INCLUDED IN COLUMN F OF SCHEDULE J. RYAN BURT IS A PARTICIPANT IN A RETENTION AGREEMENT. IN 2024, $68,501 WAS DEFERRED UNDER THIS AGREEMENT FOR MR. BURT BY THE REPORTING ORGANIZATION. THIS AMOUNT IS INCLUDED IN THE REPORTED DEFERRED COMPENSATION. ALSO, IN 2024, MR. BURT RECEIVED A VESTED PAYMENT FROM THE RETENTION PLAN OF $56,345. THIS AMOUNT IS REPORTED IN CURRENT COMPENSATION, AS REQUIRED; AND IS ALSO INCLUDED IN COLUMN F OF SCHEDULE J. JASON MITCHELL WAS A PARTICIPANT IN A RETENTION AGREEMENT. IN 2024, $75,001 WAS DEFERRED UNDER THIS AGREEMENT FOR DR. MITCHELL BY THE REPORTING ORGANIZATION. THIS AMOUNT IS INCLUDED IN THE REPORTED DEFERRED COMPENSATION. ALSO, IN 2024, DR. MITCHELL RECEIVED A VESTED PAYMENT FROM THE RETENTION PLAN OF $76,925. THIS AMOUNT IS REPORTED IN CURRENT COMPENSATION, AS REQUIRED; AND IS ALSO INCLUDED IN COLUMN F OF SCHEDULE J. JAMES NOBLE WAS A PARTICIPANT IN A RETENTION AGREEMENT. IN 2024, $99,002 WAS DEFERRED UNDER THIS AGREEMENT FOR MR. NOBLE BY THE REPORTING ORGANIZATION. THIS AMOUNT IS INCLUDED IN THE REPORTED DEFERRED COMPENSATION. ALSO, IN 2024, MR. NOBLE RECEIVED A VESTED PAYMENT FROM THE RETENTION PLAN OF $71,603. THIS AMOUNT IS REPORTED IN CURRENT COMPENSATION, AS REQUIRED; AND IS ALSO INCLUDED IN COLUMN F OF SCHEDULE J. JOANNE SUFFIS WAS A PARTICIPANT IN A RETENTION AGREEMENT. IN 2024, MS. SUFFIS RECEIVED A VESTED PAYMENT FROM THE RETENTION PLAN OF $46,146. THIS AMOUNT IS REPORTED IN CURRENT COMPENSATION, AS REQUIRED; AND IS ALSO INCLUDED IN COLUMN F OF SCHEDULE J. TODD SANDMAN WAS A PARTICIPANT IN A RETENTION AGREEMENT. IN 2024, $52,501 WAS DEFERRED UNDER THIS AGREEMENT FOR MR. SANDMAN BY THE REPORTING ORGANIZATION. THIS AMOUNT IS INCLUDED IN THE REPORTED DEFERRED COMPENSATION. ALSO, IN 2024, MR. SANDMAN RECEIVED A VESTED PAYMENT FROM THE RETENTION PLAN OF $44,255. THIS AMOUNT IS REPORTED IN CURRENT COMPENSATION, AS REQUIRED; AND IS ALSO INCLUDED IN COLUMN F OF SCHEDULE J. KEITH RIVERA IS A PARTICIPANT IN A RETENTION AGREEMENT. IN 2024, $48,000 WAS DEFERRED UNDER THIS AGREEMENT FOR MR. RIVERA BY THE REPORTING ORGANIZATION. THIS AMOUNT IS INCLUDED IN THE REPORTED DEFERRED COMPENSATION. DARREN SHAFER IS A PARTICIPANT IN A RETENTION AGREEEMENT. IN 2024, $60,002 WAS DEFERRED UNDER THIS AGREEMENT FOR DR. SHAFER BY THE REPORTING ORGANIZATION. THIS AMOUNT IS INCLUDED IN THE REPORTED DEFERRED COMPENSATION AMOUNT. ALSO, IN 2024, DR. SHAFER RECEIVED A VESTED PAYMENT FROM THE RETENTION PLAN OF $50,732. THIS AMOUNT IS REPORTED IN CURRENT COMPENSATION, AS REQUIRED; AND IS ALSO INCLUDED IN COLUMN F OF SCHEDULE J. TIMOTHY JOHNSEN IS A PARTICIPANT IN A RETENTION AGREEEMENT. IN 2024, $70,000 WAS DEFERRED UNDER THIS AGREEMENT FOR MR. JOHNSEN BY THE REPORTING ORGANIZATION. THIS AMOUNT IS INCLUDED IN THE REPORTED DEFERRED COMPENSATION AMOUNT. ALSO, IN 2024, MR. JOHNSEN RECEIVED A VESTED PAYMENT FROM THE RETENTION PLAN OF $68,951. THIS AMOUNT IS REPORTED IN CURRENT COMPENSATION, AS REQUIRED; AND IS ALSO INCLUDED IN COLUMN F OF SCHEDULE J. LAUREN M CATES IS A PARTICIPANT IN A RETENTION AGREEMENT. IN 2024, $88,001 WAS DEFERRED UNDER THIS AGREEMENT FOR MS. CATES BY THE REPORTING ORGANIZATION. THIS AMOUNT IS INCLUDED IN THE REPORTED DEFERRED COMPENSATION. LEE PATCHELL IS A PARTICIPANT IN A RETENTION AGREEMENT. IN 2024, $46,001 WAS DEFERRED UNDER THIS AGREEMENT FOR MS. PATCHELL BY THE REPORTING ORGANIZATION. THIS AMOUNT IS INCLUDED IN THE REPORTED DEFERRED COMPENSATION.
Schedule J (Form 990) (Rev. 1-2025)

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Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax-Exempt Bonds
Complete if the organization answered "Yes" to Form 990, Part Ⅵ, line 24a. Provide descriptions,
explanations, and any additional information in Part Ⅵ.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
Open to Public
Inspection
Name of the organization
Presbyterian Healthcare Services
 
Employer identification number
85-0105601
Part Ⅰ
Bond Issues
(a) Issuer name (b) Issuer EIN (c) CUSIP # (d) Date issued (e) Issue price (f) Description of purpose (g) Defeased (h) On
behalf of
issuer		 (i) Pool
financing
Yes No Yes No Yes No
A NMHELC (SEE PART VI)
  		85-0334237 647370EM3 11-28-2008 384,259,646 SEE PART VI   X   X   X
B NMHELC (SEE PART VI)
  		85-0334237 647370HX6 05-11-2017 247,584,646 SEE PART VI   X   X   X
C NMHELC (SEE PART VI)
  		85-0334237 647370JT3 12-17-2019 252,087,080 SEE PART VI   X   X   X
Part Ⅱ
Proceeds
A B C D
1 Amount of bonds retired .................. 281,810,000 2,995,000 0  
2 Amount of bonds legally defeased ..............        
3 Total proceeds of issue .................. 384,327,212 248,497,345 260,708,817  
4 Gross proceeds in reserve funds .............        
5 Capitalized interest from proceeds .............        
6 Proceeds in refunding escrows ...............        
7 Issuance costs from proceeds ............... 3,755,751 2,149,051 2,087,080  
8 Credit enhancement from proceeds ............. 290,832      
9 Working capital expenditures from proceeds .............        
10 Capital expenditures from proceeds ............. 32,201,275 100,912,699 247,714,288  
11 Other spent proceeds ............. 348,079,354 145,435,595    
12 Other unspent proceeds .............     10,907,449  
13 Year of substantial completion ............. 2009 2021 2024
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue of tax-exempt
bonds (or, if issued prior to 2020, a current refunding issue)? ........ 		X     X   X    
15 Were the bonds issued as part of an advance refunding issue of taxable
bonds (or, if issued prior to 2020, an advance refunding issue)? ........ 		  X X     X    
16 Has the final allocation of proceeds been made? .......... X   X     X    
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? .................. X   X   X      
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) (Rev. 1-2025)

Schedule K (Form 990) (Rev. 1-2025)
Page 2
Part Ⅲ
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? .............   X   X   X    
2 Are there any lease arrangements that may result in private business use of bond-financed property? ............... X   X   X      
3a Are there any management or service contracts that may result in private business use of bond-financed property? ............. X   X   X      
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property? X   X   X      
c Are there any research agreements that may result in private business use of bond-financed property? ............. X   X   X      
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property? X   X   X      
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government .... 0.11 % 0 % 0 %  
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government ......... 0 % 0 % 0 %  
6 Total of lines 4 and 5 ............. 0.11 % 0 % 0 %  
7 Does the bond issue meet the private security or payment test? ...   X   X   X    
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?.............   X   X   X    
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. .. 0 % 0 % 0 %  
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? .............   X   X   X    
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2? ........ 		X   X   X      
Part Ⅳ
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? ...   X   X X      
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? .......   X   X   X    
b Exception to rebate? ........   X   X   X    
c No rebate due? ......... X   X     X    
If "Yes" to line 2c, provide in Part Ⅵ the date the rebate
computation was performed ......
3 Is the bond issue a variable rate issue? ..... X     X   X    
Schedule K (Form 990) (Rev. 1-2025)

Schedule K (Form 990) (Rev. 1-2025)
Page 3
Part Ⅳ
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue? X     X   X    
b Name of provider .......... GOLDMAN SACHS MITSUI MARINE DERIVATIVE PRODUCTS LP
  		 
  		 
  		 
 
c Term of hedge ......... 2500 % 0 % 0 %  
d Was the hedge superintegrated? ......   X   X   X    
e Was the hedge terminated? ........   X   X   X    
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?   X   X   X    
b Name of provider ..........  
  		 
  		 
  		 
 
c Term of GIC ......... 0 % 0 % 0 %  
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........   X   X   X    
6 Were any gross proceeds invested beyond an available temporary period?   X   X   X    
7 Has the organization established written procedures to monitor the requirements of section 148? ... X   X   X      
Part Ⅴ
Procedures To Undertake Corrective Action
A B C D
Yes No Yes No Yes No Yes No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? X   X   X      
Part Ⅵ
Supplemental Information. Provide additional information for responses to questions on Schedule K. (See instructions).
Return Reference Explanation
Schedule K, Part I, Column (a) LINE A NEW MEXICO HOSPITAL EQUIPMENT LOAN COUNCIL REVENUE BONDS (PRESBYTERIAN HEALTHCARE SERVICES), SERIES 2008A (RETIRED), 2008B, 2008C, AND 2008D.
Schedule K, Part I, Column (a) LINE B NEW MEXICO HOSPITAL EQUIPMENT LOAN COUNCIL REVENUE BONDS (PRESBYTERIAN HEALTHCARE SERVICES), SERIES 2017A.
Schedule K, Part I, Column (a) LINE C NEW MEXICO HOSPITAL EQUIPMENT LOAN COUNCIL REVENUE BONDS (PRESBYTERIAN HEALTHCARE SERVICES), SERIES 2019A AND 2019B.
Schedule K, Part I, Column (f) LINE A REFUND BONDS ISSUED 7/28/05 AND 3/28/08 AND FINANCE NEW FACILITIES.
Schedule K, Part I, Column (f) LINE B DEFEASE SERIES 2009A BONDS, ISSUED 9/24/2009 AND CONSTRUCTION, ACQUISITION, AND EQUIPMENT OF NEW HOSPITAL FACILITIES.
Schedule K, Part I, Column (f) LINE C CONSTRUCTION, ACQUISITION, AND EQUIPMENT OF NEW HOSPITAL FACILITIES.
Schedule K, Part II, Line 3 COLUMN A INCLUDES INVESTMENT EARNINGS OF $67,566.
Schedule K, Part II, Line 3 COLUMN B INCLUDES INVESTMENT EARNINGS OF $912,699.
Schedule K, Part II, Line 3 COLUMN C INCLUDES INVESTMENT EARNINGS OF $8,621,737.
Schedule K, Part II, Line 11 COLUMN A $348,079,354 OF PROCEEDS WAS SPENT TO CURRENTLY REFUND BONDS ISSUED 7/28/05 AND 3/28/08.
Schedule K, Part II, Line 11 COLUMN B $145,435,595 OF PROCEEDS WAS SPENT TO ADVANCE REFUND BONDS ISSUED 9/24/2009.
Schedule K, Part IV, Line 1 COLUMN C ISSUER FILED FORM 8038-T ON FEBRUARY 3, 2025, AND REMITTED $3,382,245 IN REBATE FUNDS.
Schedule K, Part IV, Line 2c COLUMN A Issuer name: NMHELC (SEE PART VI) The calculation for computing no rebate due was performed on 11/12/2012
Schedule K, Part IV, Line 2c COLUMN B Issuer name: NMHELC (SEE PART VI) The calculation for computing no rebate due was performed on 07/28/2022
Schedule K (Form 990) (Rev. 1-2025)

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Software ID: 24020961
Software Version: 2024v5.1

Schedule L
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
Complete if the organization answered "Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c, or Form 990-EZ, Part V, line 38a or 40b.
Attach to Form 990 or Form 990-EZ.
Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
Open to Public Inspection
Name of the organization
Presbyterian Healthcare Services
 
Employer identification number

85-0105601
Part I
Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and section 501(c)(29) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Relationship between disqualified person and organization (c) Description of transaction (d) Corrected?
Yes No
2
Enter the amount of tax incurred by the organization managers or disqualified persons during the year under section 4958. ........................... $
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ........ $
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22
(a) Name of interested person (b) Relationship with organization (c) Purpose of loan (d) Loan to or from the organization? (e) Original principal amount (f) Balance due (g) In default? (h) Approved by board or committee? (i) Written agreement?
To From Yes No Yes No Yes No
Total ............... $  
Part III
Grants or Assistance Benefiting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of assistance (d) Type of assistance (e) Purpose of assistance
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990) (Rev. 1-2025)
Schedule L (Form 990) (Rev. 1-2025)
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
(1) Joel Coleman
  		SON-IN-LAW OF KEY EMPLOYEE 134,867 COMPENSATION   No
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
Schedule L (Form 990) (Rev. 1-2025)


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Software ID: 24020961
Software Version: 2024v5.1




SCHEDULE M
(Form 990)

Department of the Treasury
Internal Revenue Service
Noncash Contributions
Right pointing arrow large image Complete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
Right pointing arrow large image Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
Name of the organization
Presbyterian Healthcare Services
 
Employer identification number

85-0105601
Part I
Types of Property
(a)
Check if applicable 		(b)
Number of contributions or items contributed 		(c)
Noncash contribution amounts reported on
Form 990, Part VIII, line 1g 		(d)
Method of determining
noncash contribution amounts
1 Art—Works of art ....   9 406,320 Market value
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications .. X 640 Market value
5 Clothing and household
goods ....... 		X 16,685 Market value
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded .        
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests .... 		       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures ..... 		       
14 Qualified conservation
contribution—Other ... 		       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ...   10 5,267 Market value
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( GIFT BASKETS ) X 29 4,402 Market value
26 Other Right pointing arrow large image ( JEWELRY ) X 1 3,000 Market value
27 Other Right pointing arrow large image ( )
28 Other Right pointing arrow large image ( )
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement
29
 
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that it must hold for at least three years from the date of the initial contribution, and which isn't required to be used for exempt purposes for the entire holding period? ...................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any nonstandard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ..........................
32a
 
No
b
If "Yes," describe in Part II.
33
If the organization didn't report an amount in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) (2024)
Schedule M (Form 990) (2024)
Page 2
Part IISupplemental Information. Provide the information required by Part I, lines 30b, 32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.
Return Reference Explanation
Schedule M, Part I COLUMN B COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED.
Schedule M (Form 990) (2024)

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Software ID: 24020961
Software Version: 2024v5.1
SCHEDULE O
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
Attach to Form 990 or 990-EZ.
 Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
Open to Public
Inspection
Name of the organization
Presbyterian Healthcare Services
 
Employer identification number

85-0105601
Return Reference Explanation
Form 990, Part I, Line 6 TOTAL NUMBER OF VOLUNTEERS THE PRESBYTERIAN HEALTHCARE SERVICES' (PHS) VOLUNTEERS ARE UNPAID WORKERS PROVIDING PROFESSIONAL AND EMPATHETIC SERVICE TO PATIENTS, STAFF, PHYSICIANS AND THE COMMUNITY IN A MANNER CONSISTENT WITH THE GOALS AND OBJECTIVES OF PHS. PHS VOLUNTEERS ARE GOVERNED BY A BOARD WHICH OVERSEES THE REVENUE AND EXPENSES ASSOCIATED WITH THE DEPARTMENT. THIS BOARD ACTS IN AN ADVISORY ROLE TO THE PHS BOARD. VOLUNTEERS, IN SUPPORT OF THE PHS WORKFORCE, ARE REPRESENTED IN NEARLY EVERY CLINICAL AND ADMINISTRATIVE AREA WITHIN PHS. IN ADDITION TO THE VOLUNTEERS DESCRIBED ABOVE, PHS HAS OVER 120 VOLUNTEER DIRECTORS SERVING ON THE BOARDS AND BOARD COMMITTEES AT ITS INDIVIDUAL HOSPITALS. THESE DIRECTORS COME FROM THE COMMUNITIES IN WHICH THE HOSPITAL FACILITIES ARE LOCATED.
Form 990, Part III, Line 4 PROGRAM SERVICE ACCOMPLISHMENTS PRESBYTERIAN HEALTHCARE SERVICES (PHS) WAS FOUNDED IN ALBUQUERQUE, NEW MEXICO, IN 1908 AS A HAVEN FOR TUBERCULOSIS PATIENTS. PRESBYTERIAN HAS GROWN TO INCLUDE NINE HOSPITALS, A HEALTH PLAN, AND A MEDICAL GROUP, AND NOW SERVES THE HEALTHCARE NEEDS OF NEARLY ONE IN TWO NEW MEXICANS. IN 2024 ALONE, MORE THAN 900,000 NEW MEXICANS VISITED OUR HOSPITALS AND CLINICS OR WERE MEMBERS OF OUR HEALTH PLAN. WE HAVE REMAINED NOT-FOR-PROFIT AND COMMITTED TO COMMUNITIES THROUGHOUT NEW MEXICO, CONTINUALLY REINVESTING IN BETTER HEALTHCARE SERVICES. WE ARE THE LARGEST PRIVATE, NOT-FOR-PROFIT EMPLOYER IN THE STATE, WITH MORE THAN 14,000 EMPLOYEES, AND TAKE THIS ROLE AND ITS RESPONSIBILITIES SERIOUSLY. COMMUNITY-BASED BOARDS OF TRUSTEES FORM THE CORNERSTONE OF PRESBYTERIAN'S GOVERNANCE SYSTEM. THE PRESBYTERIAN HEALTHCARE SERVICES BOARD OF DIRECTORS, WITH KEY SUPPORTING COMMITTEES IN COMPLIANCE AND AUDIT, FINANCE (INCLUDING THE INVESTMENT SUB-COMMITTEE), GOVERNANCE, AND QUALITY, GOVERNS THE ENTIRE PRESBYTERIAN SYSTEM. THE OVERALL GOVERNANCE STRUCTURE ALSO INCLUDES A COMMUNITY BOARD OF TRUSTEES FOR THE HOSPITALS IN CENTRAL NEW MEXICO AND FOR EACH OF THE HOSPITALS IN THE SYSTEM OUTSIDE OF CENTRAL NEW MEXICO. BOARD MEMBERS GOVERN IN THE COMMUNITIES WHERE THEY RESIDE AND PLAY A KEY ROLE IN ASSESSING AND ENSURING THE APPROPRIATENESS OF THE HEALTHCARE SERVICES PRESBYTERIAN PROVIDES. PRESBYTERIAN'S BOARDS MAINTAIN HIGH STANDARDS FOR QUALITY AND LEADERSHIP, AND EVERY BOARD MEMBER IS REQUIRED TO COMPLETE COMPLIANCE TRAINING AND A CONFLICT-OF-INTEREST STATEMENT, AS WELL AS COMPLY WITH PRESBYTERIAN'S CODE OF CONDUCT. PRESBYTERIAN IS A LEADER IN INTEGRATED CARE AND COVERAGE THROUGH ITS HOSPITALS, HEALTH PLAN, AND MEDICAL GROUP OF PRIMARY CARE AND SPECIALTY PHYSICIANS AND ADVANCED PRACTICE CLINICIANS. WE OFFER PATIENTS SERVICES ACROSS THE CONTINUUM OF CARE, MANAGE CARE IN COST-EFFECTIVE WAYS, AND MAKE MEANINGFUL CHANGES THAT IMPROVE VALUE FOR CUSTOMERS AND INCREASE ORGANIZATIONAL PERFORMANCE. WE ARE CONTINUALLY WORKING TO TRANSFORM HEALTHCARE BY OFFERING PROGRAMS AND SERVICES THAT IMPROVE QUALITY AND LOWER COST. IN 2024, PRESBYTERIAN REMAINED AMONG THE NATIONAL LEADERS IN INNOVATIVE HEALTHCARE DELIVERY METHODS. HERE ARE SEVERAL EXAMPLES: PRESBYTERIAN, IN PARTNERSHIP WITH INTUITIVE HEALTH, OPENED OUR FOURTH PRESNOW 24/7 URGENT CARE AND EMERGENCY CARE LOCATION ON MENAUL BOULEVARD, EXPANDING ACCESS TO CARE IN THE ALBUQUERQUE AREA. PRESBYTERIAN ALSO SAW CONTINUED SUCCESS WITH ITS THREE OTHER PRESNOW LOCATIONS. IN 2024, THESE FOUR SITES AVERAGED 566 PATIENTS PER DAY. THE FIRST OF ITS KIND IN NEW MEXICO, THE PRESNOW MODEL INCREASES ACCESS TO URGENT AND EMERGENCY CARE WHILE DECREASING THE COST OF CARE BECAUSE PATIENTS DO NOT HAVE TO CHOOSE WHERE TO ACCESS CARE AND ARE BILLED ONLY FOR THE LEVEL OF CARE THEY REQUIRE. ALSO IN 2024, THE PRESBYTERIAN PACE ACADEMY FURTHER EXPANDED ITS OFFERINGS TO PEDIATRIC PATIENTS AT PRESBYTERIAN HOSPITAL. PRESBYTERIAN PARTNERED WITH A LOCAL SCIENCE MUSEUM AND CENTRAL NEW MEXICO COMMUNITY COLLEGE TO HOST PRACTICUM STUDENTS. THROUGH THE PROGRAM, AN EXPERIENCED TEACHER HELPS HOSPITALIZED PEDIATRIC PATIENTS MANAGE THEIR SCHOOLWORK AND EASE THEIR RE-ENTRY INTO A REGULAR CLASSROOM SETTING ONCE THEY ARE HEALTHY ENOUGH TO RETURN TO SCHOOL. THIS PROGRAM IS AVAILABLE FOR FREE TO PATIENTS AGES 5-18 WHO REQUIRE EXTENDED HOSPITALIZATION IN PRESBYTERIAN'S CHILDREN'S CARE. THE PROGRAM IS NAMED IN HONOR OF RETIRED BOARD CHAIR KATHIE WINOGRAD. WE ALSO CONTINUE TO OFFER OUR HOSPITAL AT HOME PROGRAM, ESTABLISHED IN PARTNERSHIP WITH JOHNS HOPKINS UNIVERSITY IN 2008. THE HOSPITAL AT HOME MODEL HAS PRESBYTERIAN CLINICIANS DELIVERING HOSPITAL-LEVEL CARE IN PATIENTS' HOMES. IN 2024, RESULTS INCLUDE LOWERING READMISSION RATES, MEETING KEY QUALITY OUTCOMES AND ACHIEVING HIGH SATISFACTION AMONG PATIENTS. PRESBYTERIAN IS ALSO A LEADER IN PALLIATIVE CARE, WHICH IS SPECIALIZED MEDICAL CARE THAT FOCUSES ON RELIEVING THE SYMPTOMS AND STRESS OF A SERIOUS ILLNESS. OUR INNOVATIVE APPROACH TO PROVIDING PALLIATIVE CARE SERVICES IN INPATIENT, CLINIC AND HOME SETTINGS HAS BEEN RECOGNIZED BY THE CENTER TO ADVANCE PALLIATIVE CARE, AND THE TEAM CONTINUES TO SHARE THEIR EXPERTISE WITH HEALTH SYSTEMS ACROSS THE COUNTRY AS ONE OF EIGHT PALLIATIVE CARE LEADERSHIP CENTERS. IN 2024, PRESBYTERIAN CONTINUED TO EXPAND VIRTUAL CARE OPTIONS TO SERVE PATIENTS STATEWIDE. IN PARTNERSHIP WITH TELEMED2U, WE LAUNCHED VIRTUAL DERMATOLOGY AND VIRTUAL BEHAVIORAL HEALTH. THESE NEW SERVICES ADDRESS KEY CARE GAPS, ALLOWING PATIENTS TO ACCESS CARE WITHIN WEEKS INSTEAD OF HAVING TO WAIT MONTHS FOR IN-PERSON APPOINTMENTS. STATEWIDE, VIRTUAL BEHAVIORAL HEALTH SERVED 3,565 PATIENTS AND VIRTUAL DERMATOLOGY SERVED 1,497 PATIENTS. IN ADDITION, PRESBYTERIAN PROVIDED SAME-DAY VIRTUAL URGENT CARE TO 29,814 PATIENTS STATEWIDE. IN 2024, PRESBYTERIAN CONTINUED TO FOCUS ON EXPANDING NEW MEXICO'S HEALTHCARE WORKFORCE IN MANY WAYS, SUCH AS: THE HEALTHCARE ADVANCED LEARNING LAB (HALL) OPENED IN OCTOBER TO HELP ATTRACT, RETAIN AND ADVANCE SKILLS OF OUR CURRENT AND FUTURE HEALTHCARE WORKFORCE. THE HALL PROVIDES A SAFE, REALISTIC EXPERIENTIAL LEARNING ENVIRONMENT WHERE PARTICIPANTS RECEIVE HANDS-ON TRAINING USING ADVANCED TECHNOLOGY. IT FEATURES EIGHT SIMULATION SETTINGS, INCLUDING INPATIENT ROOMS, OUTPATIENT EXAM ROOMS, EMERGENCY, HOME ENVIRONMENTS AND MORE. PRESBYTERIAN'S NURSING CAREER PATHWAYS PROGRAM WELCOMED ITS FIRST COHORT OF EMPLOYEES. THE PROGRAM ENABLES CURRENT EMPLOYEES TO PURSUE THEIR BACHELOR OF SCIENCE OR LICENSED PRACTICAL NURSING DEGREE WHILE KEEPING THEIR CURRENT POSITION. THE EXCEPTIONAL CAREGIVERS AND PROVIDERS AT PRESBYTERIAN WORK HARD EVERY DAY TO SAVE LIVES. IMPROVING QUALITY AND PATIENT SAFETY ARE THE HIGHEST PRIORITIES. OUR FOCUS IS ON USING QUALITY TOOLS THAT IMPROVE CLINICAL RESULTS, EVIDENCE-BASED MEDICINE AND EVIDENCE-BASED CARE DESIGN. SOME OF THE RECOGNITIONS OF OUR WORK IN 2024 INCLUDE: PRESBYTERIAN HEART AND VASCULAR CARE RECEIVES MULTIPLE NATIONAL DESIGNATIONS IN 2024, PRESBYTERIAN HEART AND VASCULAR ACHIEVED NATIONAL ACCREDITATION AND DESIGNATIONS FROM SEVERAL ORGANIZATIONS. * PRESBYTERIAN HOSPITAL* WAS THE ONLY HOSPITAL IN NEW MEXICO TO RECEIVE THE AMERICAN COLLEGE OF CARDIOLOGY'S NCDR CHEST PAIN - MI REGISTRY PLATINUM PERFORMANCE ACHIEVEMENT AWARD, RECOGNIZING OUR COMMITMENT AND SUCCESS IN IMPLEMENTING A HIGHER STANDARD OF CARE FOR HEART ATTACK PATIENTS. * PRESBYTERIAN HOSPITAL* ALSO RECEIVED THE AMERICAN HEART ASSOCIATION'S GET WITH THE GUIDELINES - CORONARY ARTERY DISEASE STEMI RECEIVING CENTER SILVER PLUS RECOGNITION FOR OUR COMMITMENT TO OFFERING RAPID, RESEARCH-BASED CARE TO PEOPLE AFTER AN ST-ELEVATION MYOCARDIAL INFARCTION (STEMI), KNOWN TO BE MORE SEVERE AND DANGEROUS THAN OTHER HEART ATTACKS. * PRESBYTERIAN HOSPITAL* RECEIVED THE AMERICAN HEART ASSOCIATION'S GET WITH THE GUIDELINES - CORONARY ARTERY DISEASE NSTEMI GOLD RECOGNITION FOR OUR COMMITMENT TO OFFERING RAPID, RESEARCH-BASED CARE TO PEOPLE EXPERIENCING NON-ST ELEVATION MYOCARDIAL INFARCTION (NSTEMI). * PRESBYTERIAN HOSPITAL* RECEIVED THE AMERICAN HEART ASSOCIATION'S MISSION: LIFELINE REGIONAL RECOGNITION AWARD FOR ITS COMMITMENT TO OFFERING SWIFT AND EVIDENCE-BASED CARE TO PATIENTS EXPERIENCING THE MOST SEVERE HEART ATTACKS. *COMBINED DATA FROM PRESBYTERIAN HOSPITAL AND PRESBYTERIAN RUST MEDICAL CENTER WERE SUBMITTED UNDER THE UMBRELLA OF PRESBYTERIAN HOSPITAL. THE NEW MEXICO HOSPITAL ASSOCIATION (NMHA) RECOGNIZED SOCORRO GENERAL HOSPITAL. EACH YEAR, THE NMHA REQUESTS APPLICATIONS FROM HOSPITALS FOR INITIATIVES THAT IMPROVE PATIENT SAFETY AND QUALITY. WINNERS AND HONORABLE MENTIONS ARE THEN SELECTED FOR QUEST FOR EXCELLENCE AND PATIENT EXPERIENCE INNOVATION AWARDS. IN 2024, SOCORRO GENERAL HOSPITAL RECEIVED A QUEST FOR EXCELLENCE HONORABLE MENTION FOR A PROJECT THAT IMPROVED HOMEBOUND TRANSPORTATION OPTIONS FOR EMERGENCY ROOM PATIENTS, HELPED HOSPITAL PATIENTS GET TO FOLLOW-UP APPOINTMENTS AND ASSISTED WITH TIMELY MEDICATION PICKUP. PRESBYTERIAN RECEIVES TOP DESIGNATION FOR LGBTQ+ HEALTHCARE EQUALITY FOR 2024-25, ALL NINE PRESBYTERIAN HEALTHCARE SERVICES' HOSPITALS WERE AWARDED THE "LGBTQ+ HEALTHCARE EQUALITY HIGH PERFORMER" DESIGNATION FROM THE HUMAN RIGHT'S CAMPAIGN FOUNDATION'S HEALTHCARE EQUALITY INDEX (HEI). THIS IS THE HIGHEST DESIGNATION AWARDED TO A NEW MEXICO FACILITY FOR HEI 2024 AND RECOGNIZES ACHIEVEMENT IN PROMOTING EQUITABLE AND INCLUSIVE CARE FOR LGBTQ+ PATIENTS AND THEIR FAMILIES. PRESBYTERIAN HOSPITAL HAS BEEN RECOGNIZED AS AN HEI HIGH PERFORMER SINCE 2019.
Form 990, Part III, Line 4 PROGRAM SERVICE ACCOMPLISHMENTS PRESBYTERIAN RECOGNIZED FOR SOCIAL RESPONSIBILITY PRESBYTERIAN SANTA FE MEDICAL CENTER WAS RECOGNIZED BY THE LOWN INSTITUTE, A NONPROFIT HEALTH ORGANIZATION, FOR OUTSTANDING SOCIAL RESPONSIBILITY, RECEIVING AN "A" GRADE ON THE 2024-25 LOWN INSTITUTE HOSPITALS INDEX. OUT OF MORE THAN 3,500 HOSPITALS NATIONWIDE, PRESBYTERIAN SANTA FE MEDICAL CENTER RANKED 76TH NATIONALLY ON THE SOCIAL RESPONSIBILITY METRIC. THE RANKINGS GRADE HOSPITALS ON OVER 50 METRICS ACROSS PATIENT OUTCOMES, VALUE OF CARE, AND HEALTH EQUITY. PRESBYTERIAN'S COMMITMENT TO THE HEALTH OF OUR COMMUNITY EXTENDS FAR BEYOND THE WALLS OF OUR HOSPITALS AND CLINICS. WE ARE ACTIVELY ENGAGED IN COMMUNITY HEALTH INITIATIVES AND PARTNERSHIPS TO BENEFIT NEW MEXICANS AND IMPROVE ACCESS TO CARE. THROUGH AN EXTENSIVE COMMUNITY ASSESSMENT PROCESS THAT GATHERS INPUT FROM 10 NEW MEXICO COMMUNITIES, PRESBYTERIAN COMMUNITY HEALTH IS FOCUSED ON THE FOLLOWING PRIORITIES FOR 2023-2025: BEHAVIORAL HEALTH, SOCIAL HEALTH, AND PHYSICAL HEALTH. IN 2024, SEVERAL PRESBYTERIAN PROGRAMS EXPANDED ACCESS AND RESOURCES TO NEW MEXICANS LIVING, WITH OR WHO ARE AT RISK OF DEVELOPING, DIABETES. AN ESTIMATED 587,000 HAVE PRE-DIABETES AND 255,000 NEW MEXICANS HAVE DIABETES. NEARLY 13,000 PEOPLE IN NEW MEXICO ARE DIAGNOSED WITH IT EVERY YEAR. PRESBYTERIAN RECEIVED A FIVE-YEAR, $5 MILLION GRANT FROM THE U.S. CENTERS FOR DISEASE CONTROL IN 2023, AND IN 2024, THIS FUNDING SUPPORTED: * EXPANDING DIABETES RECHARGE (PART OF THE NATIONAL DIABETES SELF-MANAGEMENT EDUCATION AND SUPPORT PROGRAM) AND KITCHEN CREATIONS DIABETES EDUCATION AND PREVENTION PROGRAMS FOR PEOPLE IN RIO ARRIBA, SAN MIGUEL, QUAY, CURRY AND DONA ANA COUNTIES. * COMMUNITY NETWORKS TO ADDRESS THE SOCIAL DETERMINANTS OF HEALTH IN RIO ARRIBA, SAN MIGUEL, QUAY, CURRY, DONA ANA AND OTERO COUNTIES. * ADDITIONAL TRAININGS FOR HEALTH PROFESSIONALS THROUGHOUT THE STATE. * COMMUNITY PARTNERS TO BUILD AND EXPAND THEIR COMMUNITY HEALTH WORKER ACTIVITIES, LINKING COMMUNITY MEMBERS TO SOCIAL AND HEALTH SERVICES. ALSO IN 2024, PRESBYTERIAN COMMUNITY HEALTH'S HEALTHY EATING AND ACTIVE LIVING (HEAL) PROGRAM CONTINUED TO OFFER FREE VIRTUAL AND IN-PERSON CLASSES TO ADDRESS CHRONIC HEALTH CONDITIONS. THIS INCLUDED EXTENSIVE FITNESS, CHRONIC DISEASE SELF MANAGEMENT, WELLBEING, AND COOKING CLASSES, IN BOTH SPANISH AND ENGLISH. IN 2024, 2,260 NEW MEXICANS PARTICIPATED IN 455 CLASSES, WITH 85 PERCENT OF PARTICIPANTS REPORTING THAT THEY ACHIEVED OR ARE PRACTICING THEIR HEALTH GOAL. IN 2024, PRESBYTERIAN CONTINUED OUR LONGSTANDING FOCUS ON ADDRESSING FOOD INSECURITY. WE CONTINUED TO OPERATE FOOD FARMACIES FOR PATIENTS IN NEED AT THE PRESBYTERIAN COMMUNITY HEALTH RESOURCE CENTER AND AT THE PRESBYTERIAN MEDICAL GROUP CLINIC IN LAS ESTANCIAS. PATIENTS EXPERIENCING FOOD INSECURITY RECEIVE A REFERRAL FOR THE FOOD FARMACY, WHERE THEY CAN ACCESS A WEEKLY SUPPLY OF FRESH PRODUCE AND LOW- SODIUM, LOW-SUGAR SHELF-STABLE ITEMS. IN 2024, PRESBYTERIAN COMMUNITY HEALTH'S FOOD FARMACY PROGRAM SERVED 752 PATIENTS AND DISTRIBUTED 134,684 POUNDS OF FOOD, 36% OF WHICH WAS LOCAL PRODUCE. PRESBYTERIAN ALSO ADDRESSED FOOD INSECURITY IN NORTHERN NEW MEXICO THROUGH NORTHERN ROOTS, A PRODUCE PRESCRIPTION PROGRAM FOR PATIENTS IN NEED IN SANTA FE AND ESPANOLA. NORTHERN ROOTS PROVIDES 16 WEEKS OF FRESH FRUITS AND VEGETABLES, NUTRITION EDUCATION, AND CONNECTIONS TO FOOD RESOURCES AND NUTRITION ASSISTANCE PROGRAMS. THE PROGRAM FOCUSES ON PREGNANT WOMEN AND FAMILIES WITH CHILDREN REFERRED BY THEIR HEALTH CARE PROVIDER OR A COMMUNITY HEALTH WORKER. IN 2024, PRESBYTERIAN CONTINUED TO EXPAND ITS PEER SUPPORT PROGRAM TO SUPPORT PATIENTS WITH SUBSTANCE USE DISORDER. THE PROGRAM NOW PROVIDES PEER SUPPORT SERVICES EITHER IN PERSON OR REMOTELY AT ALL PRESBYTERIAN FACILITIES. PRESBYTERIAN IS ALSO ASSISTING THE NEW MEXICO BEHAVIORAL HEALTH SERVICES DIVISION OF THE HUMAN SERVICES DEPARTMENT (BHHSD), TO PREVENT AND REDUCE POLYSUBSTANCE USE WITH THE GOAL OF REDUCING OVERDOSE FROM THE CONCURRENT USE OF OPIOIDS (BOTH PRESCRIPTION AND HEROIN), METHAMPHETAMINE, ALCOHOL, AND BENZODIAZEPINES. THIS FIVE-YEAR PREVENTION INITIATIVE TARGETS ADULTS AGED 25 TO 64, WHO HAVE THE HIGHEST RATES OF OVERDOSE DEATH. IN 2024, PHS CONTINUED UNIVERSAL SCREENING FOR SOCIAL NEEDS. PATIENTS ARE SCREENED AT LEAST EVERY SIX MONTHS FOR SOCIAL NEEDS IN THE AREAS OF: MENTAL HEALTH, SMOKING CESSATION, ALCOHOL USE, FOOD INSECURITY, PERSONAL SAFETY, TRANSPORTATION, FINANCIAL INSTABILITY, HOUSING INSECURITY, AND SUBSTANCE USE. THOSE WHO SCREEN POSITIVE FOR SOCIAL NEEDS RECEIVE A TAILORED, VETTED LIST OF COMMUNITY RESOURCES THAT IS AUTOMATICALLY GENERATED AND ATTACHED TO THEIR AFTER-VISIT SUMMARY PAPERWORK. THIS LIST CAN ALSO BE ACCESSED BY PATIENTS THROUGH THEIR MYCHART PORTAL. THIS WORK EXPANDS ON THE CENTERS FOR MEDICARE & MEDICAID SERVICES' ACCOUNTABLE HEALTH COMMUNITIES MODEL, WHICH PRESBYTERIAN AND OTHER NEW MEXICO PARTNERS WERE SELECTED TO TEST IN 2017. THROUGH THIS PILOT PROJECT, CMS TESTED HOW SCREENING, RESOURCE CONNECTION, AND NAVIGATION BY COMMUNITY HEALTH WORKERS CAN HELP COMMUNITIES AS THEY ADDRESS HEALTH-RELATED SOCIAL NEEDS OF MEDICARE AND MEDICAID BENEFICIARIES. PRESBYTERIAN CONTINUES TO INVEST IN HIRING AND TRAINING NEW COMMUNITY HEALTH WORKERS TO HELP HIGH-RISK PATIENTS NAVIGATE IDENTIFIED NEEDS. BEHAVIORAL HEALTH PRESBYTERIAN'S BEHAVIORAL HEALTH PROGRAM INCLUDES ALL MODALITIES OF CARE: PSYCHIATRIC INPATIENT, SPECIALTY OUTPATIENT TREATMENT AND FULL INTEGRATION INTO PRIMARY CARE AND WOMEN'S CARE. IN ADDITION, PRESBYTERIAN OFFERS BEHAVIORAL HEALTH ASSESSMENTS TO PATIENTS PRESENTING TO THE EMERGENCY DEPARTMENT WITH BEHAVIORAL HEALTH OR SUBSTANCE USE DISORDER (SUD) BOTH IN PERSON AND WITH THE SUPPORT OF TELEHEALTH OPTIONS THROUGHOUT THE STATE OF NEW MEXICO. PRESBYTERIAN HAS ALSO EXTENDED PSYCHIATRIC CONSULT SERVICES TO ALLOW MORE PATIENT ACCESS IN RURAL AREAS OF NEW MEXICO. IN 2024, PRESBYTERIAN BEGAN EVALUATING POTENTIAL PATIENTS FOR TREATMENT AT A DEDICATED ESKETAMINE CLINIC. ESKETAMINE IS THE FIRST FDA APPROVED, KETAMINE-CONTAINING MEDICATION FOR TREATMENT-RESISTANT DEPRESSION, A CONDITION WHERE OTHER TYPES OF MEDICATIONS HAVE NOT BEEN EFFECTIVE. APPROXIMATELY 118,500 ADULTS IN NEW MEXICO (1 IN 10) SUFFER FROM MAJOR DEPRESSIVE DISORDER, MANY OF WHOM HAVE STRUGGLED WITH LIMITED TREATMENT OPTIONS. THIS IS AN IMPORTANT STEP FORWARD IN SUPPORTING THE MENTAL HEALTH NEEDS OF OUR COMMUNITY AND OFFERING HOPE FOR PATIENTS WITH SEVERE, PERSISTENT DEPRESSIVE SYMPTOMS. PRESBYTERIAN CONTINUES ITS WORK ON ADDRESSING THE OPIOID CRISIS IN OUR COMMUNITY WITH A TEAM OF ADDICTION MEDICINE SPECIALISTS WHO CARE FOR PEOPLE ENTERING OUR HOSPITALS AND CLINICS WITH A BROAD RANGE OF SUD. PRESBYTERIAN PROVIDES EDUCATION AND ONGOING ASSISTANCE FOR OUR CLINICIANS ON TREATMENT BEST PRACTICES, REFERRALS AND UPDATED SUD TREATMENT PROTOCOLS IN OUR ELECTRONIC HEALTH RECORD. IN ADDITION, PRESBYTERIAN OFFERS AN EMERGENCY DEPARTMENT BUPRENORPHINE INDUCTION PROGRAM. THIS PROGRAM INCLUDES DIRECT TREATMENT, PRESCRIPTION FOR THE LIFE-SAVING MEDICATION NARCAN, LINKAGE WITH A PEER SUPPORT SPECIALIST AND ACCESS TO COMMUNITY RESOURCES FOR HEALTH-RELATED SOCIAL NEEDS. OUR COMMUNITY HEALTH TEAM USES THE SCREENING, BRIEF INTERVENTION AND REFERRAL TO TREATMENT (SBIRT) APPROACH AND PROVIDES IN-PERSON AND REMOTE PEER SUPPORT SERVICES AT ALL PRESBYTERIAN EMERGENCY DEPARTMENTS. PRESBYTERIAN ESPANOLA HOSPITAL IS ALSO EXPANDING THE CAPACITY OF ITS OPIOID USE DISORDER CLINIC TO PROVIDE MEDICATION-ASSISTED TREATMENT IN AN OUTPATIENT SETTING FOR MORE PATIENTS. INVESTING IN OUR COMMUNITY PRESBYTERIAN HAS A DELIBERATE FINANCIAL PLAN TO REINVEST IN EXPANDING HEALTHCARE SERVICES FOR NEW MEXICO. PHS CONTINUED TO INVEST IN THE EXPANSION OF TELEHEALTH CAPABILITIES TO ENSURE TIMELY ACCESS TO CARE. PHS MAINTAINS A COMMUNITY INNOVATION FUND TO SUPPORT ECONOMIC DEVELOPMENT AND ACCESS TO CAPITAL FOR EARLY-STAGE COMPANIES THROUGHOUT NEW MEXICO. PRESBYTERIAN'S GOAL FOR PROVIDING ADDITIONAL SOURCES OF CAPITAL FOR THESE COMPANIES IS TO STIMULATE ENTREPRENEURIAL ACTIVITY AND JOB GROWTH THROUGHOUT THE STATE OF NEW MEXICO. AS OF DECEMBER 31, 2024, PHS HAS MADE $9 MILLION IN COMMITMENTS TO A VENTURE CAPITAL FUND-OF-FUNDS, THREE STAND-ALONE VENTURE CAPITAL FUNDS, A START- UP INCUBATOR, AND TWO START-UP HEALTHCARE COMPANIES. THE PRESBYTERIAN HEALTHCARE FOUNDATION RAISES AND OVERSEES FUNDS TO SUPPORT QUALITY, AFFORDABLE CARE FOR INDIVIDUALS AND FAMILIES ACROSS NEW MEXICO. IN 2024, THE FOUNDATION RAISED OVER $11 MILLION, WHICH DIRECTLY BENEFITED PRESBYTERIAN.
Form 990, Part III, Line 4a PROGRAM SERVICES ACCOMPLISHMENTS OPERATING PRIMARILY IN THE ALBUQUERQUE METROPOLITAN AREA COMPRISED OF BERNALILLO, VALENCIA, SANDOVAL, AND TORRANCE COUNTIES, THE CENTRAL NEW MEXICO DELIVERY SYSTEM IS THE LARGEST PROVIDER OF TERTIATRY SERVICES IN NEW MEXICO AND RECEIVES REFERRALS FROM BOTH OWNED AND NON-OWNED HEALTHCARE FACILITIES THROUGHOUT THE STATE. THE CENTRAL NEW MEXICO DELIVERY SYSTEM INCLUDES TWO TERTIARY HOSPITALS OFFERING COMPREHENSIVE SERVICES, A GENERAL ACUTE CARE HOSPITAL IN ALBUQUERQUE (PRESYBERIAN HOSPITAL), AND PRESBYTERIAN RUST MEDICAL CENTER IN RIO RANCHO, AS WELL AS PRESBYTERIAN KASEMAN HOSPITAL IN ALBUQUERQUE. THESE FACILITIES OFFER EMERGENCY SERVICES, OUTPATIENT SERVICES, REHABILITATION SERVICES, HOME HEALTH CARE, HOSPICE, A COMPREHENSIVE CARDIAC CENTER, A WOMEN'S CENTER, AS WELL AS A CHILDREN'S CENTER, A CANCER PROGRAM, AND OUTPATIENT CLINICS THAT SUPPORT THE HOSPITALS. WITHIN THE CENTRAL NEW MEXICO DELIVERY SYSTEM ARE NUMEROUS PROGRAM SERVICE COMPONENTS, DESCRIBED BRIEFLY AS FOLLOWS. A. PRESBYTERIAN HOSPITAL THE STATE'S LARGEST TERTIARY HOSPITAL, PROVIDING HIGHLY TECHNICAL AND INTENSIVE SERVICES SUCH AS CARDIAC SURGERY, KIDNEY & PANCREATIC TRANSPLANTS, NEONATAL AND PEDIATRIC INTENSIVE CARE UNITS, A JOINT-REPLACEMENT CENTER, HIGHLY SPECIALIZED LAB SERVICES, IMAGING SERVICES, INFUSION SERVICES FOR CANCER CARE, NEUROSURGERY, LABOR AND DELIVERY, A GI LAB, DIALYSIS CARE, STROKE CARE, HOME HEALTH AND REHABILITATION PROGRAMS. INTEGRAL TO PHS' STRATEGY TO PROVIDE AN EXTENSIVE ARRAY OF HEALTHCARE SERVICES IS PRESBYTERIAN MEDICAL GROUP, A MULTI-SPECIALTY PRACTICE OF EMPLOYED PHYSICIANS AND ADVANCE PRACTICE CLINICIANS THAT ALSO OFFERS ANCILLARY SERVICES. PRESBYTERIAN'S AMBULATORY CLINICS OPERATE AS DEPARTMENTS OF PRESBYTERIAN HOSPITAL. EXPANSION AND IMPROVEMENTS LIKE THE 11-STORY PATIENT TOWER, OPENED IN 2023, ENABLE PRESBYTERIAN HOSPITAL TO IMPROVE THE PATIENT CARE EXPERIENCE IN ALBUQUERQUE. B. PRESBYTERIAN KASEMAN HOSPITAL KASEMAN HOSPITAL IS A GENERAL ACUTE CARE HOSPITAL OFFERING AN EMERGENCY DEPARTMENT AND A RANGE OF INPATIENT AND OUTPATIENT SERVICES. SPECIFIC SERVICES INCLUDE RADIATION, MEDICAL AND SURGICAL ONCOLOGY, DAY SURGERY, SLEEP MEDICINE, PAIN AND SPINE CARE, AN INPATIENT HOSPICE UNIT, AND INPATIENT AND OUTPATIENT BEHAVIORAL HEALTH SERVICES FOR CHILDREN AND ADOLESCENTS, AS WELL AS ADULTS. C. PRESBYTERIAN RUST MEDICAL CENTER PRESBYTERIAN RUST MEDICAL CENTER IS A GENERAL ACUTE CARE HOSPITAL SERVING SANDOVAL COUNTY AND RESIDENTS ON THE WEST SIDE OF ALBUQUERQUE. CARE PROVIDED INCLUDES LABOR AND DELIVERY SERVICES, INTENSIVE CARE, OPERATING ROOMS, CARDIAC SERVICES, MRI AND IMAGING, EMERGENCY CARE, BARIATRIC PROGRAM AND AN ONCOLOGY CENTER. D. PRESBYTERIAN HEALTHPLEX PRESBYTERIAN HEALTHPLEX IS AN OUTPATIENT PREVENTION AND REHABILITATION FACILITY OFFERING PATIENTS CUSTOMIZED CARDIAC, PULMONARY AND CANCER REHABILITATION SERVICES, AS WELL AS FITNESS PROGRAMS AND AQUATIC THERAPY. E. CHILDREN'S CENTER LOCATED AT PRESBYTERIAN HOSPITAL, PRESBYTERIAN CHILDREN'S CARE PROVIDES THE FULL CONTINUUM OF PEDIATRIC CARE, INCLUDING PRIMARY CARE, SPECIALTY CARE, LEVEL II NEONATAL CARE, INTENSIVE CARE AND CHILD LIFE SERVICES. F. PRESBYTERIAN CANCER CARE LOCATED AT PRESBYTERIAN RUST MEDICAL CENTER AND PRESBYTERIAN KASEMAN HOSPITAL, THE ONCOLOGY PROGRAM DIAGNOSES AND TREATS CANCER PATIENTS WITH RADIOLOGY AND MEDICAL ONCOLOGY ON AN INPATIENT AND OUTPATIENT BASIS. SERVICES ALSO INCLUDE ADDITIONAL SUPPORT, EDUCATION AND PREVENTION. G. WOMEN'S CARE PRESBYTERIAN WOMEN'S CARE PROVIDES A FULL CONTINUUM OF SERVICES INCLUDING PRIMARY CARE, OBSTETRICS, GYNECOLOGY, MENOPAUSE SERVICES, NEONATOLOGY, AND WOMEN'S HEALTH, EDUCATION AND RESOURCES AT PRESBYTERIAN HOSPITAL. H. TRANSPLANT SERVICES LOCATED AT PRESBYTERIAN HOSPITAL, TRANSPLANT SERVICES RECEIVED MULTIORGAN TRANSPLANT FACILITY CERTIFICATION IN 2016, WITH THE ADDITION OF PANCREAS TRANSPLANTS TO EXISTING KIDNEY TRANSPLANT SERVICES. TRANSPLANT SERVICES PARTNERS WITH NEW MEXICO DONOR SERVICES, A LEADING ORGAN PROCUREMENT ORGANIZATION, AND IS CERTIFIED BY THE UNITED NETWORK OF ORGAN SHARING (UNOS) AND MEDICARE (CMS). I. BEHAVIORAL PROGRAM LOCATED AT PRESBYTERIAN KASEMAN HOSPITAL, THE BEHAVIORAL PROGRAM OFFERS INPATIENT AND OUTPATIENT PSYCHIATRIC AND CHEMICAL DEPENDENCY SERVICES, INCLUDING EMERGENCY SERVICES FOR ADULTS AND CHILDREN. J. PRIMARY CARE PROGRAM THE PRIMARY CARE PROGRAM MONITORS, STANDARDIZES, AND IMPROVES QUALITY ACROSS THE FULL CONTINUUM OF PEDIATRIC, FAMILY MEDICINE, INTERNAL MEDICINE, PREVENTIVE AND ACUTE CARE SERVICES. K. OTHER PROGRAMS THE CENTRAL NEW MEXICO DELIVERY SYSTEM ALSO OFFERS THE PRESBYTERIAN BARIATRIC CENTER AT RUST MEDICAL CENTER, WHICH IS ACCREDITED BY THE METABOLIC AND BARIATRIC SURGERY ACCREDITATION AND QUALITY IMPROVEMENT PROGRAM OF THE AMERICAN COLLEGE OF SURGEONS AND THE AMERICAN SOCIETY FOR METABOLIC AND BARIATRIC SURGERY. THE CENTER OFFERS TREATMENT OF SEVERE OBESITY AND OBESITY-RELATED HEALTH CONDITIONS THROUGH SURGICAL INTERVENTION. THE PROGRAM IS THE ONLY ONE IN NEW MEXICO THAT OFFERS THE LOOP DUODENAL SWITCH. PRESBYTERIAN ALSO OFFERS A WOUND CARE CENTER, A SLEEP CENTER, AND GENERAL MEDICINE UNITS. CENTRAL NEW MEXICO DELIVERY SYSTEM ACCOMPLISHMENTS FOR YEAR ENDED DECEMBER 31, 2024: INPATIENT DISCHARGES (1) = 48,306 AVERAGE LENGTH OF STAY (IN DAYS) = 5.36 INPATIENT PATIENT DAYS (1) = 259,135 EMERGENCY ROOM VISITS = 188,325 HOSPITAL-BASED OUTPATIENT VISITS (2) = 526,668 NEWBORN DELIVERIES = 4,023 NOTES: (1) INPATIENT EXCLUDING NEWBORNS (2) EXCLUDES EMERGENCY DEPARTMENT VISITS; INCLUDES AMBULATORY SURGERY CENTER VISITS
Form 990, Part III, Line 4b PROGRAM SERVICE ACCOMPLISHMENTS THE REGIONAL DELIVERY SYSTEM PROVIDES GENERAL ACUTE CARE AND OTHER HEALTHCARE DELIVERY SERVICES IN SEVERAL SMALLER COMMUNITIES IN NEW MEXICO, AND IN SANTA FE. THE REGIONAL DELIVERY SYSTEM CONSISTS OF THREE GENERAL ACUTE CARE HOSPITALS, SANTA FE MEDICAL CENTER, PLAINS REGIONAL MEDICAL CENTER IN CLOVIS AND PRESBYTERIAN ESPANOLA HOSPITAL IN ESPANOLA. THREE DESIGNATED CRITICAL ACCESS HOSPITALS, LINCOLN COUNTY MEDICAL CENTER IN RUIDOSO, SOCORRO GENERAL HOSPITAL IN SOCORRO AND DR. DAN C. TRIGG MEMORIAL HOSPITAL IN TUCUMCARI, AS WELL AS MANY OUTPATIENT CLINICS AND OTHER FREE-STANDING FACILITIES, THAT ARE DEPARTMENTS OF THE SIX REGIONAL HOSPITALS. HOSPITAL SERVICES VARY BY FACILITY, BUT EACH OFFERS SURGERY, EMERGENCY MEDICINE, PHYSICAL THERAPY, RESPIRATORY THERAPY, RADIOLOGY, AND LABORATORY SERVICES. REGIONAL DELIVERY SYSTEM ACCOMPLISHMENTS FOR YEAR ENDED DECEMBER 31, 2024: INPATIENT DISCHARGES (1) = 10,798 AVERAGE LENGTH OF STAY (IN DAYS) = 3.22 INPATIENT PATIENT DAYS (1) =34,755 EMERGENCY ROOM VISITS = 106,565 HOSPITAL-BASED OUTPATIENT VISITS (2) = 289,420 NEWBORN DELIVERIES = 2,823 NOTES: (1) INPATIENT EXCLUDING NEWBORNS (2) EXCLUDES EMERGENCY DEPARTMENT VISITS
Form 990, Part III, Line 4d Description of other program services (Expenses $ 115,590,563 including grants of $ 0)(Revenue $ 130,635,454) THESE SERVICES INCLUDE ALL SYSTEM SUPPORT SERVICES TO ALLOW OUR MEDICAL DELIVERY SYSTEMS TO PROVIDE EXCELLENT CARE AND TO OPERATE EFFICIENTLY. THIS INCLUDES SYSTEM ADMINISTRATION, PERFORMANCE MANAGEMENT, REAL ESTATE ADMINISTRATION, FINANCE, ADMITTING, BILLING AND COLLECTIONS, INFORMATION TECHNOLOGY, CUSTOMER CARE, CLINICAL EDUCATION, COMMUNITY HEALTH OUTREACH, INNOVATION, POPULATION HEALTH INITIATIVES, COMMUNICATIONS, LEGAL SERVICES, ORGANIZATIONAL COMPLIANCE, SUPPLY CHAIN FUNCTIONS, HR, RECRUITING AND EMPLOYEE HEALTH, MEDICAL RECORDS, INFORMATICS, AND SECURITY.
Form 990, Part V, Line 2a PRESBYTERIAN HEALTHCARE SERVICES (PHS) IS THE COMMON PAY AGENT FOR ITS RELATED EXEMPT ORGANIZATIONS. ALL PAYROLL, INCLUDING WAGES, BENEFITS, PENSION AND PAYROLL TAX, IS CENTRALIZED THROUGH PHS FOR PHS, PRESBYTERIAN HEALTHCARE FOUNDATION (PHF) EIN: 85-6016041, SOUTHWEST HEALTH FOUNDATION (SHF) EIN: 85-0289728, PRESBYTERIAN PROPERTIES INC. (PPI) EIN: 85-0414352, AND BERNALILLO COUNTY HEALTH CARE CORPORATION DBA ALBUQUERQUE AMBULANCE SERVICES (AAS) EIN: 23-7329437. FORM 941 REPORTING FOR ALL THE ENTITIES' SALARIES AND WAGES ARE REPORTED UNDER PHS' EIN: 85-0105601. ACTUAL SALARY AND BENEFIT COSTS OF THESE ENTITIES ARE REPORTED ON THE SEPARATE FORMS 990, PART IX, LINES 5-9. FORM 990, PART V, LINE 2A INCLUDES ALL EMPLOYEES REPORTED ON FORM 941 FOR PHS AS THE COMMON PAY AGENT AND NONE ARE REPORTED ON 990 PART V, LINE 2A, FOR PHF, SHF, PPI, AND AAS.
Form 990, Part VI, Line 15 ALL EXECUTIVES' COMPENSATION IS REVIEWED ANNUALLY BY AN INDEPENDENT EXTERNAL CONSULTING FIRM RETAINED BY THE EXECUTIVE COMPENSATION COMMITTEE OF THE PRESBYTERIAN HEALTHCARE SERVICES (PHS) BOARD. THIS COMMITTEE IS COMPOSED OF INDEPENDENT DIRECTORS. PHS MANAGEMENT USES THE DATA FROM THE CONSULTING FIRM AND FROM THE INDEPENDENT COMMITTEE IN ESTABLISHING APPROPRIATE COMPENSATION. ALL DELIBERATIONS AND DECISIONS OF THE PHS EXECUTIVE COMPENSATION COMMITTEE ARE TIMELY DOCUMENTED AND RETAINED BY PHS' HUMAN RESOURCES DEPARTMENT. ADDITIONALLY, DATA THAT SUPPORT THESE DECISIONS ARE MAINTAINED BY THE SENIOR VICE PRESIDENT OF HUMAN RESOURCES FOR PHS. THE COMPENSATION REVIEW PROCESS WAS LAST COMPLETED IN 2024.
Form 990, Part VI, Line 2 Family/business relationships amongst interested persons LAUREN M. CATES, DR. JASON MITCHELL, AND BRAD COOK - Business relationship
Form 990, Part VI, Line 11b Review of form 990 by governing body PRESBYTERIAN HEALTHCARE SERVICES (PHS) UTILIZES A MULTI-LEVEL REVIEW PROCESS DURING PREPARATION AND SUBMISSION OF THE ANNUAL FORM 990. THE FIRST DRAFT OF FORM 990 IS PREPARED BY A NATIONAL ACCOUNTING FIRM, BASED ON INFORMATION PROVIDED BY THE PHS TAX DIRECTOR. THIS INFORMATION IS GATHERED FROM NUMEROUS SOURCES ACROSS THE ORGANIZATION, INCLUDING FINANCE, GOVERNANCE, LEGAL, COMMUNICATIONS, ETC. THIS FIRST DRAFT IS REVIEWED ON A LINE-BY-LINE DETAIL LEVEL BY THE PHS TAX DIRECTOR. IN ADDITION, ALL COMPENSATION-RELATED DATA IS REVIEWED IN DETAIL BY THE HUMAN RESOURCES BENEFITS DIRECTOR AND THE SENIOR VICE PRESIDENT OVER HUMAN RESOURCES. ALL FEEDBACK FROM THESE REVIEWS IS ACCUMULATED BY THE TAX DIRECTOR AND CONVEYED TO THE ACCOUNTING FIRM FOR INCLUSION IN A SECOND DRAFT OF THE COMPLETE FORM 990. THIS SECOND DRAFT IS REVIEWED IN DETAIL BY THE TAX DIRECTOR, GENERAL COUNSEL, AND THE PHS CFO. THE PHS CFO AND THE TAX DIRECTOR MEET TO DISCUSS ALL SIGNIFICANT CHANGES TO THE CURRENT YEAR FORM 990 AND ALL SUBSTANTIAL VARIANCES FROM PRIOR YEARS BEFORE THE RETURN IS PRESENTED TO THE PHS BOARD AND ITS SUBCOMMITTEES. THE NEXT DRAFT OF THE FORM 990 IS PRESENTED TO THE COMPLIANCE AND AUDIT COMMITTEE (EXCLUDING COMPENSATION SCHEDULES), THE EXECUTIVE COMPENSATION COMMITTEE (COMPENSATION SCHEDULES ONLY), AND THE FULL PHS GOVERNING BOARD (COMPLETE FORM). AT THESE MEETINGS, THE BOARD AND THE APPLICABLE SUBCOMMITTEES ALSO RECEIVE AN EDUCATIONAL PRESENTATION REGARDING THE FORM 990, ASK QUESTIONS, AND SUGGEST CHANGES AND CLARIFICATIONS. THE FORM IS REVISED TO INCORPORATE FEEDBACK FROM THE BOARD. THE TAX DIRECTOR THEN OBTAINS THE PHS CFO'S SIGNATURE ON THE RETURN AND THE RETURN WILL BE FILED ELECTRONICALLY BY THE ACCOUNTING FIRM.
Form 990, Part VI, Line 12c Conflict of interest policy CONFLICT OF INTEREST STATEMENTS ARE SUBMITTED ANNUALLY AND POTENTIAL CONFLICTS ARE REVIEWED BY THE CHAIR OF THE COMPLIANCE AND AUDIT COMMITTEE AND THE GENERAL COUNSEL. BOARD MEMBERS ARE REQUIRED TO REMOVE THEMSELVES FROM CONFLICTS OR EXCUSE THEMSELVES FROM VOTES THAT MAY LEAVE ANY APPEARANCE OF NON-INDEPENDENCE. THE CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY BY THE GOVERNANCE COMMITTEE AND REVISED IF APPROPRIATE. CONFLICT OF INTEREST REQUIREMENTS ARE REVIEWED WITH THE BOARD AND EACH COMMITTEE ANNUALLY AND THE CODE OF CONDUCT IS REVIEWED AS PART OF THE BOARD'S COMPLIANCE TRAINING. THE BOARD AND EACH COMMITTEE IS REQUIRED TO MONITOR AND ENFORCE THE POLICY.
Form 990, Part VI, Line 19 Required documents available to the public COPIES OF THE MOST CURRENT THREE YEARS' FORMS 990 ARE MAINTAINED AT PRESBYTERIAN HEALTHCARE SERVICES (PHS) MANAGEMENT LOCATIONS. THESE RETURNS ARE AVAILABLE FOR REVIEW OR PHOTOCOPY BY ANY INDIVIDUAL WHO REQUESTS SUCH. IN ADDITION, FORMS 990 ARE ALSO PUBLISHED ON WWW.GUIDESTAR.ORG AND OTHER PUBLIC INTERNET SITES, AND AVAILABLE FREELY TO THE PUBLIC IN THIS MANNER. COPIES OF FINANCIAL STATEMENTS ARE AVAILABLE ON THE MUNICIPAL BOND WEBSITE (WWW.EMMA.MSRB.ORG). THE ORGANIZATION'S GOVERNING DOCUMENTS ARE AVAILABLE ON THE STATE ATTORNEY GENERAL'S WEBSITE. THE ORGANIZATION'S CONFLICT OF INTEREST POLICY IS NOT AVAILABLE TO THE PUBLIC.
Form 990, Part VIII, Line 2f Other Program Service Revenue ALL OTHER - Total Revenue: 8917423, Related or Exempt Function Revenue: 8178225, Unrelated Business Revenue: 739198, Revenue Excluded from Tax Under Sections 512, 513, or 514: ;
Form 990, Part VIII, Line 11d Other Miscellaneous Revenue All other - Total Revenue: 18103375, Related or Exempt Function Revenue: 18099817, Unrelated Business Revenue: 3558, Revenue Excluded from Tax Under Sections 512, 513, or 514: ;
Form 990, Part IX, Line 11g Other Fees MEDICAL - Total Expense: XXX-XX-XXXX, Program Service Expense: XXX-XX-XXXX, Management and General Expenses: , Fundraising Expenses: ; OTHER - Total Expense: XXX-XX-XXXX, Program Service Expense: 25763632, Management and General Expenses: 75595177, Fundraising Expenses: ;
Form 990, Part XI, Line 9 Other changes in net assets or fund balances EQUITY TRANSFER TO PNI & SUBS - -120000000; MISCELLANEOUS OTHER CHANGES IN NET ASSETS - 768975; CHANGE IN PENSION OBLIGATION - -3417000; Total - -XXX-XX-XXXX;
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990) (Rev. 1-2025)


Additional Data


Software ID: 24020961
Software Version: 2024v5.1
SCHEDULE R
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047
Open to Public Inspection
Name of the organization
Presbyterian Healthcare Services
 
Employer identification number

85-0105601
Part I
Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income


 		(e)
End-of-year assets


 		(f)
Direct controlling
entity










Part II
Identification of Related Tax-Exempt Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section


 		(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled entity?
Yes No
(1)PRESBYTERIAN HEALTHCARE FOUNDATION
PO BOX 26666

ALBUQUERQUE,NM87125
85-6016041 		RAISE FUNDS NM 501(c)(3) 7 PHS
 
Yes
 
(2)SOUTHWEST HEALTH FOUNDATION
PO BOX 26666

ALBUQUERQUE,NM87125
85-0289728 		SUPPORT NM 501(c)(3) Type I PHS
 
Yes
 
(3)PRESBYTERIAN PROPERTIES INC
PO BOX 26666

ALBUQUERQUE,NM87125
85-0414352 		HOLDING CO. NM 501(c)(2)   PHS
 
Yes
 
(4)BERNALILLO COUNTY HEALTH CARE CORP
PO BOX 26666

ALBUQUERQUE,NM87125
23-7329437 		AMBULANCE SVC NM 501(c)(3) 10 PHS
 
Yes
 
(5)SUMMITONE ENTERPRISES INC
PO BOX 26666

ALBUQUERQUE,NM87125
92-2864082 		ADMIN SERVICES DE 501(c)(3) 7 NA
 
 
No




For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) (Rev. 1-2025)
Schedule R (Form 990) (Rev. 1-2025)
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




 		(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
 		(j)
General or
managing
partner?



 		(k)
Percentage
ownership
Yes No Yes No
(1) FLUENT HEALTH LLC

PO BOX 27489
ALBUQUERQUE,NM87125
81-4074164 		INSURANCE ADMIN DE PNI & SUBS
  		Unrelated 0 0   No     No 0 %
(2) PRESBYTERIAN HOSPITAL ASC LLC

201 CEDAR ST SUITE 7650
ALBUQUERQUE,NM87106
84-2748057 		SURGERY CENTER NM PHS
  		Related -21,560 7,198,877   No     No 79.25 %
(3) PHP USP HEALTH VENTURES LLC

14201 DALLAS PARKWAY
DALLAS,TX75254
83-2779383 		HEALTH CARE TX PHS
  		Related 9,794,664 21,458,055   No     No 64.75 %
(4) NEW MEXICO ORTHO SURGERY CENTER LLC

14201 DALLAS PARKWAY
DALLAS,TX75254
62-1797896 		OUTPTNT SURGERY GA PHP USP LLC
  		Related 0 0   No     No 0 %
(5) PRESBYTERIAN RUST MEDICAL CENTER ASC LLC

2400 UNSER BLVD
RIO RANCHO,NM87124
86-1495452 		SURGERY CENTER NM PHS
  		Related 1,174,365 2,438,624   No     No 72.25 %




Part IV
Identification of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
 		(b)
Primary activity
 		(c)
Legal
domicile
(state or foreign
country)
 		(d)
Direct controlling
entity
 		(e)
Type of entity
(C corp, S corp,
or trust) 		(f)
Share of total income
 		(g)
Share of end-of-year
assets
 		(h)
Percentage
ownership
 		(i)
Section 512(b)(13) controlled entity?
Yes No
(1) PRESBYTERIAN NETWORK INC & SUBS

PO BOX 27489
ALBUQUERQUE,NM87125
85-0337392 		HMO, INS, TPA NM SHF
  		C Corporation 0 0 0 % Yes  
(2) CLEARSKY 1 INC

PO BOX 26666
ALBUQUERQUE,NM87125
92-0884222 		MANAGE JOINT VENTURES DE PHS
  		C Corporation 0 20,000,000 100 % Yes  










Schedule R (Form 990) (Rev. 1-2025)
Schedule R (Form 990) (Rev. 1-2025)
Page 3
Part V
Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................
1a
 
No
b Gift, grant, or capital contribution to related organization(s) ............................
1b
Yes
 
c Gift, grant, or capital contribution from related organization(s) ............................
1c
 
No
d Loans or loan guarantees to or for related organization(s) ............................
1d
 
No
e Loans or loan guarantees by related organization(s) ............................
1e
 
No
f Dividends from related organization(s) ............................
1f
 
No
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
Yes
 
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
Yes
 
o Sharing of paid employees with related organization(s) ............................
1o
Yes
 
p Reimbursement paid to related organization(s) for expenses ............................
1p
Yes
 
q Reimbursement paid by related organization(s) for expenses ............................
1q
Yes
 
r Other transfer of cash or property to related organization(s) ............................
1r
Yes
 
s Other transfer of cash or property from related organization(s) ............................
1s
Yes
 
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization 		(b)
Transaction
type (a-s) 		(c)
Amount involved 		(d)
Method of determining amount involved
(1) BERNALILLO COUNTY HEALTH CARE CORPORATION

 O 27,312,354 GENERAL JOURNAL
(2) BERNALILLO COUNTY HEALTH CARE CORPORATION

 Q 14,704,168 GENERAL JOURNAL
(3) BERNALILLO COUNTY HEALTH CARE CORPORATION

 S 34,730,905 GENERAL JOURNAL
(4) PRESBYTERIAN PROPERTIES INC

 L 1,158,027 GENERAL JOURNAL
(5) PRESBYTERIAN PROPERTIES INC

 N 9,798,476 GENERAL JOURNAL
(6) PRESBYTERIAN PROPERTIES INC

 Q 895,796 GENERAL JOURNAL
(7) PRESBYTERIAN PROPERTIES INC

 R 366,129 GENERAL JOURNAL
(8) PRESBYTERIAN PROPERTIES INC

 S 3,328,658 GENERAL JOURNAL
(9) SOUTHWEST HEALTH FOUNDATION

 Q 56,556 GENERAL JOURNAL
(10) PRESBYTERIAN HEALTHCARE FOUNDATION

 O 2,146,059 GENERAL JOURNAL
(11) PRESBYTERIAN HEALTHCARE FOUNDATION

 Q 10,102,446 GENERAL JOURNAL
(12) PRESBYTERIAN HEALTHCARE FOUNDATION

 S 11,704,487 GENERAL JOURNAL
(13) PRESBYTERIAN NETWORK INC & SUBS

 B 120,000,000 GENERAL JOURNAL
(14) PRESBYTERIAN NETWORK INC & SUBS

 O 4,028,610 GENERAL JOURNAL
(15) PRESBYTERIAN NETWORK INC & SUBS

 P 1,122,556 GENERAL JOURNAL
(16) PRESBYTERIAN NETWORK INC & SUBS

 Q 4,338,050 GENERAL JOURNAL
(17) FLUENT HEALTH LLC

 O 1,546,487 GENERAL JOURNAL
(18) FLUENT HEALTH LLC

 P 5,230,199 GENERAL JOURNAL
(19) FLUENT HEALTH LLC

 R 502,768 GENERAL JOURNAL
(20) NEW MEXICO ORTHO SURGERY CENTER LLC

 O 461,307 GENERAL JOURNAL
(21) NEW MEXICO ORTHO SURGERY CENTER LLC

 Q 66,048 GENERAL JOURNAL
(22) NEW MEXICO ORTHO SURGERY CENTER LLC

 S 1,010,332 GENERAL JOURNAL
Schedule R (Form 990) (Rev. 1-2025)
Schedule R (Form 990) (Rev. 1-2025)
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations? 		(f)
Share of total income




 		(g)
Share of
end-of-year
assets 		(h)
Disproprtionate allocations? 		(i)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065) 		(j)
General or
managing
partner? 		(k)
Percentage
ownership
Yes No Yes No Yes No






























Schedule R (Form 990) (Rev. 1-2025)
Schedule R (Form 990) (Rev. 1-2025)
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R. See instructions.
Return Reference Explanation
Schedule R (Form 990) (Rev. 1-2025)

Additional Data


Software ID: 24020961
Software Version: 2024v5.1