TY 2024 Form 990

(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)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)	(F) Estimated amount of other compensation from the organization and related organizations
(1) NORM ARNOLD...................................................................... CHAIRMAN	10.0 ................. 0.7	X	X			0	0	0
(2) SAM BAGCHI MD...................................................................... BOARD DIRECTOR	3.0 ................. 40.0	X	X			0	4,021,228	44,231
(3) BOBBY MARTINEZ...................................................................... BOARD DIRECTOR	3.0 ................. 0.0	X				0	0	0
(4) KIMBERLY KING WEBB...................................................................... BOARD DIRECTOR	3.0 ................. 40.0	X				0	1,727,663	34,364
(5) PAUL GENERALE...................................................................... BOARD DIRECTOR	3.0 ................. 40.0	X				0	5,224,749	41,489
(6) RANDY SAFADY...................................................................... BOARD DIRECTOR	3.0 ................. 40.0	X				0	6,453,610	30,426
(7) REX WILSON...................................................................... BOARD DIRECTOR	3.0 ................. 0.0	X				0	0	0
(8) AUDREY WEBBER...................................................................... Corporate Secretary (EFF 01/25)	10.0 ................. 30.0		X			0	56,397	5,717
(9) BASHAR NASER...................................................................... CHIEF FINANCIAL OFFICER	40.0 ................. 0.4		X			0	566,172	58,667
(10) KERRY BOLIN...................................................................... CHIEF NURSING OFFICER	40.0 ................. 0.0		X			0	323,349	46,609
(11) REUBEN MURRAY...................................................................... CHIEF EXECUTIVE OFFICER (EFF 3/25)	40.0 ................. 0.0		X			0	548,097	56,097
(12) ROBERT J HECKERT...................................................................... CHIEF EXECUTIVE OFFICER (TERM 03/25)	40.0 ................. 0.7		X			0	1,176,146	16,252
(13) ROBERT MIDDLETON...................................................................... VP OF OPERATIONS	40.0 ................. 0.0		X			327,043	0	86,210
(14) WILLIAM POLLARD...................................................................... CHIEF MEDICAL OFFICER	40.0 ................. 0.0		X			0	584,805	75,410
(15) PETER SEAMAN...................................................................... VP OF FINANCE	40.0 ................. 0.0			X		268,849	0	57,287
(16) ANDREW CHRISTENSEN MD...................................................................... PHYSICIAN	40.0 ................. 0.0				X	665,739	0	91,222
(17) ANDREW PIKE...................................................................... PHYSICIAN	40.0 ................. 0.0				X	782,236	0	87,601

(A) Name and business address	(B) Description of services	(C) Compensation
QUALIVIS LLC 5930 CORNERSTONE COURT WEST STE 300 SAN DIEGO,CA92121	NURSING AGENCY	5,577,159
NETHERLANDS ANESTHESIA LLC 1765 E NINE MILE RD SUITE 1-229 PENSACOLA,FL32514	ANESTHESIA PROVIDER SERVICES	3,427,388
X-RAY ASSOCIATES OF NEW MEX PC 8020 Constitution Place NE Ste 202 Albuquerque,NM87110	Physician Services	2,827,583
WESTERN MOUNTAIN HOSPITAL PHYSICIANS PLLC 1602 Avenue Q Lubbock,TX794014732	Physician Services	2,157,906
COMPLETERX LTD-ACH 16360 Park Ten Place Ste 230 Houston,TX77084	Pharmacy Services	1,562,844
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 37

- TIN:

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

OTERO COUNTY HOSPITAL ASSOCIATION

Employer identification number

85-0138775

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.)

A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990).)

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:

An organization that normally receives: (1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 33 1/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)

An organization organized and operated exclusively to test for public safety. See section 509(a)(4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box on lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.

Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.

Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.

Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.

Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.

Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.

Enter the number of supported organizations ...............................

Provide the following information about the supported organization(s).

(i) Name of supported organization	(ii) EIN	(iv) Is the organization listed in your governing document?		(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(i) Name of supported organization	(ii) EIN	Yes	No	(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)


Total

For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.

Cat. No. 11285F

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)		(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)		(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

Gross receipts from related activities, etc. (see instructions) ..................

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

Public support percentage for 2024 (line 6, column (f) divided by line 11, column (f)) .........

Public support percentage for 2023 Schedule A, Part II, line 14 ...............

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

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

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

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

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)		(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)		(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.)..

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

Public support percentage for 2024 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2023 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2024 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2023 Schedule A, Part III, line 17 .............

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

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

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

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

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.

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).

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.

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.

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.

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.

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.

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.

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).

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?

Substitutions only. Was the substitution the result of an event beyond the organization's control?

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.

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) .

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).

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.

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.

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.

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

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

Page 5

Part IV

Supporting Organizations (continued)

Yes

Has the organization accepted a gift or contribution from any of the following persons?

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

A family member of a person described on 11a above?

11b

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

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.

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.

Section C. Type II Supporting Organizations

Yes

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).

Section D. All Type III Supporting Organizations

Yes

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?

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).

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.

Section E. Type III Functionally-Integrated Supporting Organizations

Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):

The organization satisfied the Activities Test. Complete line 2 below.

The organization is the parent of each of its supported organizations. Complete line 3 below.

The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions)

Activities Test. Answer lines 2a and 2b below.

Yes

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.

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.

Parent of Supported Organizations. Answer lines 3a and 3b below.

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.

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.

Schedule A (Form 990) 2024

Page 6

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.

	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

Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)

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

- TIN:

Schedule B
(Form 990)
(Rev. January 2025)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

Name of the organization

OTERO COUNTY HOSPITAL ASSOCIATION

Employer identification number

85-0138775

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 OTERO COUNTY HOSPITAL ASSOCIATION

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	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (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 OTERO COUNTY HOSPITAL ASSOCIATION		Employer identification number 85-0138775

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 OTERO COUNTY HOSPITAL ASSOCIATION			Employer identification number 85-0138775
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

(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

(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

(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

(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

- TIN:

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 arrow

Go 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

OTERO COUNTY HOSPITAL ASSOCIATION

Employer identification number

85-0138775

Part I-A

Complete if the organization is exempt under section 501(c) or is a section 527 organization.

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

Political campaign activity expenditures. See instructions .................................................................... right arrow

Volunteer hours for political campaign activities. See instructions ..................................................................

Part I-B

Complete if the organization is exempt under section 501(c)(3).

Enter the amount of any excise tax incurred by the organization under section 4955 ................................ right arrow

Enter the amount of any excise tax incurred by organization managers under section 4955 ....................... right arrow

If the organization incurred a section 4955 tax, did it file Form 4720 for this year? .........................................

Yes No

Was a correction made? ......................................................................................................................

Yes No

If "Yes," describe in Part IV.

Part I-C

Complete if the organization is exempt under section 501(c), except section 501(c)(3).

Enter the amount directly expended by the filing organization for section 527 exempt function activities ..... right arrow

Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ............................................................................................................................ right arrow

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

Did the filing organization file Form 1120-POL for this year? ...................................................................

Yes No

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

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 arrow

if the filing organization belongs to an affiliated group (and list in Part IV each affiliated group member's name, address, EIN, expenses, and share of excess lobbying expenditures).
B Check right arrow

if the filing organization checked box A and "limited control" provisions apply.

Limits on Lobbying Expenditures (The term "expenditures" means amounts paid or incurred.)		(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? ...................................................................................................................	Yes No

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

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

(b)

Amount

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:

Volunteers? ...........................................................................................................

Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........

Media advertisements? ...................................................................................................

Mailings to members, legislators, or the public? .............................................................................

Yes

Publications, or published or broadcast statements? ...........................................................

Grants to other organizations for lobbying purposes? ..........................................................

Direct contact with legislators, their staffs, government officials, or a legislative body? .......................

Yes

429

Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................

Other activities? ...................................................................................................................

Total. Add lines 1c through 1i ....................................................................................................

429

Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....

If "Yes," enter the amount of any tax incurred under section 4912 ...........................................

If "Yes," enter the amount of any tax incurred by organization managers under section 4912 ...................

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

Were substantially all (90% or more) dues received nondeductible by members? ...............................................

Did the organization make only in-house lobbying expenditures of $2,000 or less? ............................................

Did the organization agree to carry over lobbying and political expenditures from the prior year? .................................

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."

Dues, assessments and similar amounts from members ......................................................................

Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid).

Current year .............................................................................................................................

Carryover from last year ............................................................................................................

Total ...........................................................................................................................................

Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .

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? ......................................................................................................................

Taxable amount of lobbying and political expenditures. See Instructions .........................................

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 1g LINES 1D AND 1G	DIRECT CONTACT WITH LEGISLATORS, THEIR STAFFS, GOVERNMENT OFFICIALS, OR A LEGISLATIVE BODY At the federal level, CHRISTUS Health leadership communicated verbally and in writing with members of the Congress and administration officials, to discuss issues important to our ministry. These issues include, but are not limited to issues related to safety-net providers, access to care, health care reform proposals, quality program implementation, rural hospitals, remote medical technology, 340B Drug Pricing Program, site neutral payments, community project funding, freestanding emergency departments, Medicare payments, value-based payment models, children's health issues, CHGME, Medicaid, supplemental payment programs, violence against healthcare workers, women's health, budget proposals, reconciliation, provider taxes, non-profit status, and health care and insurance for retired services, and their families. At the state level, CHRISTUS Health addressed topics, including but not limited to staffing, Medicaid and other funding, mergers and acquisitions, benefits, medical malpractice, workforce, credentialing, general health and healthcare issues. 1.5 Executive Hours
Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY	HEALTHCARE POLICY IS CRITICAL TO ALL AMERICANS AND OTERO COUNTY HOSPITAL ASSOCIATION BELIEVES THAT HEALTH CARE PROVIDERS MUST PARTICIPATE IN FORMING HEALTH CARE POLICY BY INTERACTING WITH NATIONAL, STATE AND LOCAL REPRESENTATIVES AND THEIR STAFF MEMBERS TO HELP THEM BETTER UNDERSTAND THE COMPLEXITIES AND RAMIFICATIONS OF KEY HEALTH CARE POLICIES.

Return Reference

Explanation

Schedule C, Part II-B, Line 1g LINES 1D AND 1G

DIRECT CONTACT WITH LEGISLATORS, THEIR STAFFS, GOVERNMENT OFFICIALS, OR A LEGISLATIVE BODY At the federal level, CHRISTUS Health leadership communicated verbally and in writing with members of the Congress and administration officials, to discuss issues important to our ministry. These issues include, but are not limited to issues related to safety-net providers, access to care, health care reform proposals, quality program implementation, rural hospitals, remote medical technology, 340B Drug Pricing Program, site neutral payments, community project funding, freestanding emergency departments, Medicare payments, value-based payment models, children's health issues, CHGME, Medicaid, supplemental payment programs, violence against healthcare workers, women's health, budget proposals, reconciliation, provider taxes, non-profit status, and health care and insurance for retired services, and their families. At the state level, CHRISTUS Health addressed topics, including but not limited to staffing, Medicaid and other funding, mergers and acquisitions, benefits, medical malpractice, workforce, credentialing, general health and healthcare issues. 1.5 Executive Hours

Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY

HEALTHCARE POLICY IS CRITICAL TO ALL AMERICANS AND OTERO COUNTY HOSPITAL ASSOCIATION BELIEVES THAT HEALTH CARE PROVIDERS MUST PARTICIPATE IN FORMING HEALTH CARE POLICY BY INTERACTING WITH NATIONAL, STATE AND LOCAL REPRESENTATIVES AND THEIR STAFF MEMBERS TO HELP THEM BETTER UNDERSTAND THE COMPLEXITIES AND RAMIFICATIONS OF KEY HEALTH CARE POLICIES.

Schedule C (Form 990) 2024

Additional Data

Software ID:	24020961
Software Version:	2024v5.1

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

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

OTERO COUNTY HOSPITAL ASSOCIATION

Employer identification number

85-0138775

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 ........

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? ............

Yes No

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? ...................................

Yes No

Part II

Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

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.


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

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year right arrow

Number of states where property subject to conservation easement is located right arrow

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow

Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow

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)? .............................

Yes No

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.

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.

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

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:

Revenue included on Form 990, Part VIII, line 1 .......................... right arrow

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)

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

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):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

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?...

Yes No

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.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No


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

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...

Yes No

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 ......

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment right arrow

Permanent endowment right arrow

Term endowment right arrow

The percentages on lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) Unrelated organizations .................

3a(i)

(ii) Related organizations .................

3a(ii)

If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........

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 .....	4,497,631		4,497,631
b	Buildings ....	131,838,046	7,917,286	123,920,760
c	Leasehold improvements	1,429,658	628,064	801,594
d	Equipment ....	36,008,303	19,498,754	16,509,549
e	Other .....	1,682,592		1,682,592
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				147,412,126

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)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)

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.)

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)ROU OPERATING				10,162,619
(2)DEPOSITS				74,827
(3)ASSET CLEARING				570,898
(4)TRADE NAMES PURCHASED				8,000,000
(5)INTERCOMPANY ACCOUNTS				2,284,813
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........				21,093,157

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
OTHER LONG TERM LIABILITIES	26,767,506
INTERCOMPANY ACCOUNTS PAYABLE	10,555,177
LEASE LIABILITIES, NET	10,296,876
TAX LIABILITIES, NET	2,996,289
PENSION LIABILITIES	465
HEALTH INSURANCE	-74,744


Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	50,541,569
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)

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

PER FOOTNOTE 3 IN THE CONSOLIDATED FINANCIAL STATEMENTS, THE AUTHORITATIVE GUIDANCE IN ASC 740, INCOME TAXES, CREATES A SINGLE MODEL TO ADDRESS UNCERTAINTY IN TAX POSITIONS AND CLARIFIES THE ACCOUNTING FOR INCOME TAXES BY PRESCRIBING THE MINIMUM RECOGNITION THRESHOLD A TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE FINANCIAL STATEMENTS. UNDER THE REQUIREMENTS OF THIS GUIDANCE, TAX-EXEMPT ORGANIZATIONS COULD BE REQUIRED TO RECORD AN OBLIGATION AS THE RESULT OF A TAX POSITION THEY HAVE HISTORICALLY TAKEN ON VARIOUS TAX EXPOSURE ITEMS. THERE ARE NO MATERIAL UNRECORDED TAX LIABILITIES AS OF JUNE 30, 2025 OR 2024.

Schedule D (Form 990) (Rev. 1-2025)

Additional Data

Software ID:	24020961
Software Version:	2024v5.1

- TIN:

SCHEDULE F(Form 990)
(Rev. January 2025)

Department of the Treasury
Internal Revenue Service

Statement of Activities Outside the United States

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
OTERO COUNTY HOSPITAL ASSOCIATION

Employer identification number

85-0138775

Part I

General Information on Activities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 14b.

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? . . . . . . . . . . . . . . . . . . . . . . . . .

Yes

For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.

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
	North America (Canada & Mexico only)	0	0	Grantmaking	DONATION OF MEDICAL SUPPLIES	66,972
















3a	Sub-total ....	0	0			66,972
b	Total from continuation sheets to Part I ...	0	0			0
c	Totals (add lines 3a and 3b)	0	0			66,972

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.

(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)
North America (Canada & Mexico only)	MEDICAL ASSISTANCE	0	N/A	66,972	DONATED MEDICAL SUPPLIES	BOOK VALUE

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 .......	0
3	Enter total number of other organizations or entities .......................	1

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)

Page 4

Part IV

Foreign Forms

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	NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual
Schedule F, Part II, Line 1 Method used to account for expenditures on org's financial statements	NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual

Schedule F (Form 990) (Rev. 1-2025)

Additional Data

Software ID:	24020961
Software Version:	2024v5.1

- TIN:

SCHEDULE H
(Form 990)

Department of the Treasury
Internal Revenue Service

Hospitals

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

OTERO COUNTY HOSPITAL ASSOCIATION

Employer identification number

85-0138775

Part I

Financial Assistance and Certain Other Community Benefits at Cost

Yes

Did the organization have a financial assistance policy during the tax year? If "No," skip to question 6a . . . .

Yes

If "Yes," was it a written policy? ......................

Yes

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.

Applied uniformly to all hospital facilities Applied uniformly to most hospital facilities Generally tailored to individual hospital facilities

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.

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:

Yes

100% 150% 200% Other 30000 %

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: . . . . . . . .

Yes

200% 250% 300% 350% 400% Other %

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.

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"? . . . . . . . . . . . . .

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

If "Yes," did the organization's financial assistance expenses exceed the budgeted amount? . . . . . .

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? . . . . . . . . . . . . .

Did the organization prepare a community benefit report during the tax year? . . . . . . . . .

If "Yes," did the organization make it available to the public? . . . . . . . . . . . . .

Complete the following table using the worksheets provided in the Schedule H instructions. Do not submit these worksheets with the Schedule H.

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) . . .			1,860,364		1,860,364	0.679 %
b	Medicaid (from Worksheet 3, column a) . . . . .			57,100,162	117,865,687	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	58,960,526	117,865,687	1,860,364	0.679 %
Other Benefits
e	Community health improvement services and community benefit operations (from Worksheet 4).	9	5,247	648,072	0	648,072	0.237 %
f	Health professions education (from Worksheet 5) . . .	1	3	18,000	0	18,000	0.007 %
g	Subsidized health services (from Worksheet 6) . . . .	2	242	276,646	0	276,646	0.101 %
h	Research (from Worksheet 7) .					0	0 %
i	Cash and in-kind contributions for community benefit (from Worksheet 8) . . . .	4	7,565	941,977	0	941,977	0.344 %
j	Total. Other Benefits . .	16	13,057	1,884,695	0	1,884,695	0.688 %
k	Total. Add lines 7d and 7j .	16	13,057	60,845,221	117,865,687	3,745,059	1.367 %

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	1	3	1,294	0	1,294	0 %
2	Economic development					0	0 %
3	Community support					0	0 %
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	1	0	13,042	0	13,042	0.005 %
8	Workforce development					0	0 %
9	Other					0	0 %
10	Total	2	3	14,336	0	14,336	0.005 %

Part III

Bad Debt, Medicare, & Collection Practices

Section A. Bad Debt Expense

Yes

Did the organization report bad debt expense in accordance with Healthcare Financial Management Association Statement No. 15? ..........................

Yes

Enter the amount of the organization's bad debt expense. Explain in Part VI the methodology used by the organization to estimate this amount. ......

11,988,953

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. ......

74,259

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

Enter total revenue received from Medicare (including DSH and IME).....

49,227,436

Enter Medicare allowable costs of care relating to payments on line 5.....

54,157,181

Subtract line 6 from line 5. This is the surplus (or shortfall)........

-4,929,745

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:

Cost accounting system Cost to charge ratio Other

Section C. Collection Practices

Did the organization have a written debt collection policy during the tax year? ..........

Yes

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 .........................

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 %
1ALAMOGORDO SURGERY VENTURES	OUTPATIENT SURGERY CENTER	77.5 %	0 %	22.5 %
2ALAMOGORDO IMAGING CENTER	OUTPATIENT RADIOLOGY center	51 %	0 %	49 %
3WHITE SANDS HEALTHCARE SYSTEMS LLC	Physician Hospital Organization	50 %	0 %	50 %
4ALAMOGORDO HOME HEALTH	HOME HEALTH AND HOSPICE COMPANY	51 %	0 %	49 %
5Cardiac Cath Lab	Cardiac Cath Lab	51 %	0 %	49 %
6
7
8
9
10
11
12
13

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?1Name, 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)						Other (describe)
1	CHRISTUS SOUTHERN NEW MEXICO 2669 SCENIC DR ALAMOGORDO,NM88310 HTTPS://WWW.GCRMC.ORG 6016	X	X	X	X	37 PROVIDER CLINICS

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)

	CHRISTUS SOUTHERN NEW MEXICO
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):

Yes

Community Health Needs Assessment

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?........................

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...............

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......................

Yes

If "Yes," indicate what the CHNA report describes (check all that apply):

A definition of the community served by the hospital facility

Demographics of the community

Existing health care facilities and resources within the community that are available to respond to the health needs of the community

How data was obtained

The significant health needs of the community

Primary and chronic disease needs and other health issues of uninsured persons, low-income persons, and minority groups

The process for identifying and prioritizing community health needs and services to meet the community health needs

The process for consulting with persons representing the community’s interests

The impact of any actions taken to address the significant health needs identified in the hospital facility's prior CHNA(s)

Other (describe in Section C)

Indicate the tax year the hospital facility last conducted a CHNA: 20 25

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 .................

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..................................

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. ............................

Yes

Did the hospital facility make its CHNA report widely available to the public?..............

Yes

If "Yes," indicate how the CHNA report was made widely available (check all that apply):

Hospital facility’s website (list url): https://www.christushealth.org/-/media/christus-health/connect-with-christus/files/community-involve

Other website (list url):

Made a paper copy available for public inspection without charge at the hospital facility

Other (describe in Section C)

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. ..............

Yes

Indicate the tax year the hospital facility last adopted an implementation strategy: 20 25

Is the hospital facility's most recently adopted implementation strategy posted on a website?.........

Yes

If "Yes" (list url): https://www.christushealth.org/-/media/christus-health/connect-with-christus/files/community-involve

If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ......

10b

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

If "Yes" on line 12a, did the organization file Form 4720 to report the section 4959 excise tax?........

12b

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

Page 5

Part VFacility Information (continued)

Financial Assistance Policy (FAP)

	CHRISTUS SOUTHERN NEW MEXICO
Name of hospital facility or letter of facility reporting group

Yes

Did the hospital facility have in place during the tax year a written financial assistance policy that:

Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care?

Yes

If “Yes,” indicate the eligibility criteria explained in the FAP:

Federal poverty guidelines (FPG), with FPG family income limit for eligibility for free care of 300.0%
and FPG family income limit for eligibility for discounted care of 400.0%

Income level other than FPG (describe in Section C)

Asset level

Medical indigency

Insurance status

Underinsurance discount

Residency

Other (describe in Section C)

Explained the basis for calculating amounts charged to patients?.................

Yes

Explained the method for applying for financial assistance?...................

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):

Described the information the hospital facility may require an individual to provide as part of his or her application

Described the supporting documentation the hospital facility may require an individual to submit as part of his or
her application

Provided the contact information of hospital facility staff who can provide an individual with information about the
FAP and FAP application process

Provided the contact information of nonprofit organizations or government agencies that may be sources of
assistance with FAP applications

Other (describe in Section C)

Was widely publicized within the community served by the hospital facility?........

Yes

If "Yes," indicate how the hospital facility publicized the policy (check all that apply):

The FAP was widely available on a website (list url):

HTTPS://WWW.CHRISTUSHEALTH.ORG/PLAN-CARE/BILL-PAY/FINANCIAL-ASSISTANCE

The FAP application form was widely available on a website (list url):

SEE SUPPLEMENTAL INFO

A plain language summary of the FAP was widely available on a website (list url):
SEE SUPPLEMENTAL INFO

The FAP was available upon request and without charge (in public locations in the hospital facility and by mail)

The FAP application form was available upon request and without charge (in public locations in the hospital facility
and by mail)

A plain language summary of the FAP was available upon request and without charge (in public locations in the
hospital facility and by mail)

Individuals were notified about the FAP by being offered a paper copy of the plain language summary of the FAP, by
receiving a conspicuous written notice about the FAP on their billing statements, and via conspicuous public displays or
other measures reasonably calculated to attract patients' attention

Notified members of the community who are most likely to require financial assistance about availability of the FAP

The FAP, FAP application form, and plain language summary of the FAP were translated into the primary language(s)
spoken by LEP populations

Other (describe in Section C)

Schedule H (Form 990) 2024

Page 6

Part VFacility Information (continued)

Billing and Collections

	CHRISTUS SOUTHERN NEW MEXICO
Name of hospital facility or letter of facility reporting group

Yes

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?..................................

Yes

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:

Reporting to credit agency(ies)

Selling an individual’s debt to another party

Deferring, denying, or requiring a payment before providing medically necessary care due to nonpayment of a previous
bill for care covered under the hospital facility's FAP

Actions that require a legal or judicial process

Other similar actions (describe in Section C)

None of these actions or other similar actions were permitted

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?............

If "Yes," check all actions in which the hospital facility or a third party engaged:

Reporting to credit agency(ies)

Selling an individual’s debt to another party

Deferring , denying, or requiring a payment before providing medically necessary care due to nonpayment of a previous
bill for care covered under the hospital facility's FAP

Actions that require a legal or judicial process

Other similar actions (describe in Section C)

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):

Provided a written notice about upcoming ECAs (Extraordinary Collection Action) and a plain language summary of the
FAP at least 30 days before initiating those ECAs (if not, describe in Section C)

Made a reasonable effort to orally notify individuals about the FAP and FAP application process (if not, describe in
Section C)

Processed incomplete and complete FAP applications (if not, describe in Section C)

Made presumptive eligibility determinations (if not, describe in Section C)

Other (describe in Section C)

None of these efforts were made

Policy Relating to Emergency Medical Care

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?..................

Yes

If "No," indicate why:

The hospital facility did not provide care for any emergency medical conditions

The hospital facility’s policy was not in writing

The hospital facility limited who was eligible to receive care for emergency medical conditions (describe in Section C)

Other (describe in Section C)

Schedule H (Form 990) 2024

Page 7

Part VFacility Information (continued)

Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)

	CHRISTUS SOUTHERN NEW MEXICO
Name of hospital facility or letter of facility reporting group

Yes

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.

The hospital facility used a look-back method based on claims allowed by Medicare fee-for-service during a prior 12-month period

The hospital facility used a look-back method based on claims allowed by Medicare fee-for-service and all private health insurers that pay claims to the hospital facility during a prior 12-month period

The hospital facility used a look-back method based on claims allowed by Medicaid, either alone or in combination with
Medicare fee-for-service and all private health insurers that pay claims to the hospital facility during a prior 12-month
period

The hospital facility used a prospective Medicare or Medicaid method

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? ...............................

If "Yes," explain in Section C.

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? ...........................

If "Yes," explain in Section C.

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	THE HOSPITAL FACILITY'S MOST RECENT CHNA REPORT INCLUDED A PRIORITIZED LIST OF THE COMMUNITY'S SIGNIFICANT HEALTH NEEDS.
Schedule H, Part V, Section B, Line 5 Facility , 1	Facility , 1 - CHRISTUS SOUTHERN NEW MEXICO. The most recent CHNA was completed, and the ministry CEP/President and executive leadership team reviewed and approved the CHNA prior to June 30, 2025, with board of directors' ratification on August 28, 2025. Christus Southern New Mexico (CSNM) solicited and took into account input from persons who represent the broad interests of the community served, including individuals with special knowledge of or expertise in public health. The CHNA incorporated a structured community engagement process that included qualitative input from community representatives such as public health officials, educators, local government representatives, health care professionals, social service providers, faith leaders, and other community stakeholders. Community input was gathered and analyzed using a lifespan based framework that considered the health needs of maternal and early childhood populations, school aged children and adolescents, adults, and older adults, as well as related social determinants of health, including access to care, behavioral health, poverty, housing instability, food insecurity, and transportation barriers.
Schedule H, Part V, Section B, Line 6b Facility , 1	Facility , 1 - CHRISTUS SOUTHERN NEW MEXICO. THE MOST RECENTLY CONDUCTED CHNA (TY2025) WAS CONDUCTED IN PARTNERSHIP WITH: OTERO COUNTY COMMUNITY HEALTH COUNCIL OTERO COUNTY PUBLIC HEALTH OFFICE PRESBYTERIAN MEDICAL SERVICES LOVE INC OF OTERO COUNTY ALAMOGORDO PUBLIC SCHOOLS 100% OTERO CITY OF ALAMOGORDO COPE OUTREACH CHINS OF ALAMOGORDO THRIVE
Schedule H, Part V, Section B, Line 11 Facility , 1	Facility , 1 - CHRISTUS SOUTHERN NEW MEXICO. FY2023-2025 CHNA Prioritized Needs and Implementation Activities CSNM completed its prior Community Health Needs Assessment (CHNA) on June 30, 2022 (FY2022), establishing priorities for the FY2023-2025 implementation period. Based on community input and data analysis, the Hospital's FY2023-2025 priorities included behavioral health, access to care (accessibility), and improved prevention and management of chronic conditions, including diabetes, heart disease, and cancer. To address behavioral health, the Hospital focused on increasing access to quality mental and behavioral health treatment by expanding outpatient capacity and strengthening pathways from the emergency department to appropriate levels of care. Implementation activities included expanding outpatient behavioral health clinics in Ruidoso and Las Cruces, introducing emergency department telemedicine consultations so behavioral health patients receive rapid virtual psychiatric evaluation, and launching outreach and reminder programs to reduce outpatient no-show rates. The Hospital also maintained inpatient behavioral health capacity through a 24-bed behavioral medicine unit to meet growing demand and improve continuity of care. To improve accessibility and access to primary care, health education, and prevention, the Hospital expanded its primary care network and leveraged telemedicine and community partnerships to reduce geographic and transportation barriers. Implementation activities included recruiting 40 new primary care providers over the past three years, expanding telemedicine across outpatient settings (including school-based services), subsidizing urgent-care telemedicine in Alamogordo Public Schools so students can receive care without leaving campus, and contracting with Ruidoso Shuttle to provide free transportation to and from clinic appointments and post-discharge. The Hospital also supported local safety-net access by sustaining four Presbyterian Medical Services (PMS) Federally Qualified Health Centers (FQHCs) in Otero County and strengthened prevention-focused service lines, including launching a bariatric program in 2023 and securing certification in 2024 to support comprehensive weight management and reduce downstream chronic disease risk. To address diabetes, the Hospital implemented a multi-pronged strategy to reduce disease burden and improve quality of life through education, standardized clinical management, and advanced wound care capacity. Implementation activities included launching a Diabetes Education & Support Program with a certified diabetes educator and a dedicated outpatient clinic for group classes and one-on-one coaching, developing standardized Diabetes Clinical Pathways to ensure consistent assessment, treatment, and follow-up, deploying Community Health Workers to support navigation and self-management, and expanding wound care services including hyperbaric therapy by installing a third hyperbaric chamber to increase capacity and reduce wait times for advanced wound treatment. To address heart disease, the Hospital expanded cardiovascular services and community readiness initiatives to improve timely access to diagnostics and treatment and strengthen emergency response capacity. Implementation activities included achieving Chest Pain Center Certification, opening a dedicated cardiology clinic and specialized cardiac testing center to streamline diagnostic and specialty access, expanding AED availability by installing additional units in high-traffic areas, and offering free CPR training to nonprofit organizations and the broader community. The Hospital also cited the bariatric program's role in supporting obesity reduction as a key upstream contributor to lowering cardiovascular risk. To address cancer, the Hospital invested in local oncology infrastructure and care coordination to reduce the need for patient transfers and improve timely access to specialty treatment. Implementation activities included installing a state-of-the-art linear accelerator (enabling local radiation therapy), recruiting a full-time radiation oncologist to provide specialist access close to home, expanding and renovating the Cancer Center infusion unit and clinic to accommodate increased patient volume and enhance patient privacy, establishing a dedicated nurse navigator role to support scheduling, education, and connections to supportive services, and partnering with Ruidoso Shuttle to provide no-cost transportation for cancer-related appointments. FY2023-2025 CHNA Identified Needs Not Being Addressed Each identified need in the FY2023-2025 CHNA for CSNM was developed into an implementation strategy with defined goals, services, actions, measures, and identified community partners. Accordingly, the Hospital did not designate any identified significant needs as excluded from implementation during the FY2023-2025 cycle. FY2026-2028 CHNA Prioritized Needs and Implementation Approach The most recent CHNA for CSNM System was completed on June 30, 2025 (FY2025), establishing priorities for the FY2026-2028 implementation period. The FY2026-2028 CHNA uses a lifespan approach and identifies leading indicators across life stages, including (among others): healthy births and access to child care (maternal/early childhood); behavioral health/mental health and substance abuse (school-age/adolescent); access to care, behavioral health/mental health (adult); and for older adults, access to care, behavioral health/mental health, inability to perform activities of daily living. Through its FY2026-2028 Community Health Implementation Plan, the Health System is addressing these priorities using a systems of care approach that includes hospital led initiatives, community benefit funding, and strategic partnerships with community based organizations. Strategies emphasize expanding access to care, strengthening the health workforce pipeline, improving food access through targeted initiatives, and supporting community partners working to address housing stability and public safety. FY2026-2028 CHNA Identified Needs Not Being Addressed CSNM's 2026-2028 CHNA identified a broad range of important health and social needs across our service area. However, not all of these needs fall within the direct scope of services or resources that the CSNM can lead or sustain independently. Some community issues require specialized focus, infrastructure or mission alignment of other organizations, agencies or collaborative groups better positioned to lead efforts in those areas. Examples of these needs may include, but are not limited to poverty, child care, domestic violence and housing instability. Although CSNM will not serve as the primary lead on these issues, we recognize their direct impact on health outcomes and the overall well-being of our patients and communities. For this reason, we remain deeply committed to collaborating with community partners who address these needs, participating in coalitions, supporting aligned initiatives and ensuring that our strategies complement and enhance their work.
Schedule H, Part V, Section B, Line 13 Facility , 1	Facility , 1 - CHRISTUS SOUTHERN NEW MEXICO. UNDER THE HOSPITAL'S POLICY, PATIENTS WHO WERE UNINSURED AND MET CERTAIN FINANCIAL CRITERIA WERE ELIGIBLE FOR FINANCIAL ASSISTANCE. THE POLICY ALSO PROVIDED FOR ASSISTANCE FOR MEDICALLY INDIGENT PATIENTS. IN GENERAL, PATIENTS WHO WERE BELOW 300% OF FEDERAL POVERTY GUIDELINES RECEIVED FREE CARE. PATIENTS WHO WERE UNINSURED AND ABOVE 300% OF THE FEDERAL POVERTY GUIDELINES WERE BILLED RATES CONSISTENT WITH AMOUNTS GENERALLY BILLED TO COMMERCIAL PAYERS. PATIENTS WHO WERE UNINSURED AND BETWEEN 300% AND 400% OF FEDERAL POVERTY GUIDELINES COULD APPLY FOR ADDITIONAL ASSISTANCE TO PAY AMOUNTS LESS THAN AGB.
Schedule H, Part V, Section B, Line 15 Facility , 1	Facility , 1 - CHRISTUS SOUTHERN NEW MEXICO. IN ADDITION TO REGULAR APPLICATIONS, THE HOSPITAL ALSO ASSESSED PATIENTS FOR PRESUMPTIVE ELIGIBILITY TO FACILITATE GIVING ASSISTANCE TO NEEDY PATIENTS. THE HOSPITAL IMPLEMENTED ELECTRONIC ELIGIBILITY TOOLS THAT USED PATIENT DEMOGRAPHIC DATA, CREDIT REPORTS, AND OTHER PUBLICLY AVAILABLE INFORMATION TO ESTIMATE A PATIENT'S INCOME, ASSETS, AND LIQUIDITY. PATIENTS WERE SCREENED AS PART OF THE COLLECTION ATTEMPT PROCESS. WHEN ELECTRONIC SCREENING WAS USED AS THE BASIS FOR PRESUMPTIVE ELIGIBILITY, THE HIGHEST DISCOUNT OF FULL FREE CARE WAS GRANTED FOR ELIGIBLE SERVICES FOR RETROSPECTIVE DATES OF SERVICE ONLY. IF A PATIENT DID NOT QUALIFY UNDER THE ELECTRONIC ENROLLMENT PROCESS, THE PATIENT COULD STILL BE CONSIDERED UNDER THE TRADITIONAL FINANCIAL ASSISTANCE APPLICATION PROCESS.
Schedule H, Part V, Section B, Line 16 Facility , 1	Facility , 1 - CHRISTUS SOUTHERN NEW MEXICO. THE HOSPITAL POSTED SIGNS TO INFORM PATIENTS ABOUT THE FINANCIAL ASSISTANCE POLICY FOR AVAILABILITY OF CHARITY CARE IN THE EMERGENCY DEPARTMENT, LOBBY AND ADMISSIONS AREAS. IN ADDITION, A SUMMARY OF THE POLICY AND DOCUMENTS NEEDED TO APPLY FOR ASSISTANCE WAS WIDELY AVAILABLE AT WWW.CHRISTUSHEALTH.ORG/CHARITYCARE (THIS WEBSITE WAS THE FIRST RESULT IN GOOGLE WHEN PATIENTS SEARCHED FOR THE HOSPITAL NAME AND CHARITY CARE OR FINANCIAL ASSISTANCE). EFFECTIVE JULY 1, 2016, THE INDIVIDUAL HOSPITAL'S HOMEPAGE HAD A CONSPICUOUS FINANCIAL ASSISTANCE LINK DIRECTING PATIENTS TO THE CHARITY CARE HOMEPAGE. FINANCIAL COUNSELORS ALSO PUBLICIZED THE AVAILABILITY OF FINANCIAL ONE-ON-ONE VISITS WITH PATIENTS. THE HOSPITAL ATTEMPTED TO PROVIDE ALL UNINSURED PATIENTS WITH FINANCIAL COUNSELING. SPENDING THE TIME FACE-TO-FACE WITH PATIENTS ALLOWED COUNSELORS TO FACILITATE THE APPLICATION PROCESS FOR PATIENTS WHO OTHERWISE MIGHT NOT HAVE SOUGHT ASSISTANCE. COUNSELORS HELPED COMPLETE FINANCIAL ASSISTANCE APPLICATIONS AND EVALUATE PAYMENT PLANS FOR OUTSTANDING BALANCES. UNINSURED PATIENTS WERE SCREENED FOR MEDICAID ELIGIBILITY, AND COUNSELORS ALSO ASSISTED ELIGIBLE PATIENTS IN COMPLETING THOSE APPLICATIONS.
Schedule H, Part V, Section B, Line 20 Facility , 1	Facility , 1 - CHRISTUS SOUTHERN NEW MEXICO. WHEN COLLECTION CALLS RESULTED IN PATIENT CONTACT, BUSINESS AGENTS PERFORMED A VERBAL SCREENING TO SEE IF THE PATIENT MIGHT BE ELIGIBLE FOR CHARITY CARE. IN ADDITION, BILLING STATEMENTS CONTAINED THE FOLLOWING NOTICE: YOU MAY QUALIFY FOR FINANCIAL ASSISTANCE BASED UPON YOUR INCOME LEVEL. IF YOU DO NOT QUALIFY AND CANNOT MAKE PAYMENT IN FULL, WE WILL WORK WITH YOU TO SET UP AN ACCEPTABLE PAYMENT PLAN.

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?37
Name and address		Type of Facility (describe)
1	CHRISTUS SURGERY CENTER 2559 MEDICAL DR SUITE 1100 ALAMOGORDO,NM88310	OUTPATIENT Surgery Center
2	CSNM ALAMOGORDO IMAGING CENTER 2539 MEDICAL DR STE 101 ALAMOGORDO,NM88310	OUTPATIENT RADIOLOGY
3	CHRISTUS URGENT CARE 250 E 1ST ST ALAMOGORDO,NM88310	URGENT CARE CENTER
4	CSNM CANCER CENTER 2559 MEDICAL DR SUITE G ALAMOGORDO,NM88310	CLINIC
5	CSNM Behavior Medicine 2351 25TH ST COMPLEX B ALAMOGORDO,NM88310	CLINIC
6	CSNM Orthopedics 2559 MEDICAL DR SUITE 3100 ALAMOGORDO,NM88310	CLINIC
7	CSNM Women's Health 2559 MEDICAL DR SUITE 2100 ALAMOGORDO,NM88310	CLINIC
8	CSNM Surgical Associates 2559 MEDICAL DR SUITE 3200 ALAMOGORDO,NM88310	CLINIC
9	Christus Sleep Center 2474 INDIAN WELLS RD B ALAMOGORDO,NM88310	CLINIC
10	Champion Home HealthAHH 1859 INDIAN WELLS RD ALAMOGORDO,NM88310	HOME HEALTH CARE FACILITY
11	CSNM Cardiology 2559 MEDICAL DR SUITE 2200 ALAMOGORDO,NM88310	CLINIC
12	Christus Surgery Center - Indian Wells 2301 INDIAN WELLS SUITE B ALAMOGORDO,NM88310	OUTPATIENT Surgery Center
13	CSNM Family Medicine - 25 st 2351 25TH ST UNIT A ALAMOGORDO,NM88310	CLINIC
14	CSNM Pediatrics 2559 MEDICAL DR SUITE D ALAMOGORDO,NM88310	CLINIC
15	CSNM Family Medicine 2539 MEDICAL DR SUITE 110 ALAMOGORDO,NM88310	CLINIC
16	CSNM Bone & Joint - Alamogordo 2301 INDIAN WELLS SUITE A ALAMOGORDO,NM88310	CLINIC
17	CSNM Internal Medicine 2559 MEDICAL DR SUITE C ALAMOGORDO,NM88310	CLINIC
18	CSNM Endocrinology 2579 SCENIC DR SUITE A ALAMOGORDO,NM88310	CLINIC
19	CSNM Internal Medicine - 9th 1101 9TH ST ALAMOGORDO,NM88310	CLINIC
20	CSNM Family Medicine 10th St 1401 TENTH ST SUITE 1 ALAMOGORDO,NM88310	CLINIC
21	CSNM Pain Management 2559 MEDICAL DR SUITE 3300 ALAMOGORDO,NM88310	CLINIC
22	CSNM Pain Management Roswell 400 NORTH PENNSYLVANIA AVE ROSWELL,NM88201	CLINIC
23	CSNM Sleep & Behavioral - Ruidoso 101 5TH ST RUIDOSO,NM88345	CLINIC
24	CSNM Occupational Health 2559 MEDICAL DR SUITE 3100 ALAMOGORDO,NM88310	CLINIC
25	CSNM Gastroenterology 2539 MEDICAL DR SUITE 107 ALAMOGORDO,NM88310	CLINIC
26	CSNM Neurology 2539 MEDICAL DR SUITE 104 ALAMOGORDO,NM88310	CLINIC
27	CSNM Neurology & Diagnostics 2050 SCENIC DR ALAMOGORDO,NM88310	CLINIC
28	CSNM Pulmonology 2559 MEDICAL DR SUITE F ALAMOGORDO,NM88310	CLINIC
29	CSNM Urology 2539 MEDICAL DR COMPLEX A SUITE 103 ALAMOGORDO,NM88310	CLINIC
30	CSNM Bone & Joint - Las Cruces 2951 N ROADRUNER PKWY SUITE A LAS CRUCES,NM88011	CLINIC
31	CSNM Nephrology 2579 N SCENIC DR B ALAMOGORDO,NM88310	CLINIC
32	CSNM Bone & Joint - Ruidoso 26130 HWY 70 RUIDOSO,NM88345	CLINIC
33	CSNM Thunderbird 1212 9TH ST SUITE C ALAMOGORDO,NM88310	CLINIC
34	CSNM Osteo Clinic 2559 MEDICAL DR SUITE 3100 ALAMOGORDO,NM88310	CLINIC
35	CSNM Family Medicine Ruidoso 101 5TH ST RUIDOSO,NM88345	CLINIC
36	CSNM Behavioral Health Las Cruces 3865 E LOHMAN AVE SUITE 4 LAS CRUCES,NM88011	CLINIC
37	CSNM Diabetes Education 2559 MEDICAL DR SUITE B ALAMOGORDO,NM88310	CLINIC

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 B, Line 14 Basis for calculating amounts charged to patients	Charge calculations are based on a variety of factors, including the cost of supplies, labor and overhead needed to provide the service. Other factors include the Medicare allowable fee schedule, and comparison of the organization with the immediate competition's chargemasters. Charge prices are reviewed by the organization on an annual basis.
Schedule H, Part I, Line 3c criteria used for determining eligibility for free or discounted care.	THE ORGANIZATION USES THE FEDERAL POVERTY GUIDELINES WHEN DETERMINING FREE CARE, PATIENTS WHO HAVE HOUSEHOLD INCOME AT OR BELOW 300% OF THE FPG ARE ELIGIBLE TO RECEIVE FREE CARE. THE ORGANIZATION OFFERS AN AUTOMATIC 25% DISCOUNT TO SELF-PAY PATIENTS AND WILL OFFER AN ADDITIONAL 10% DISCOUNT TO SELF-PAY PATIENTS WHO PAY THE BALANCE OF THEIR BILL WITHIN 30 DAYS OF THE BILLING DATE. IN ADDITION, THE FACILITY WILL WORK WITH PATIENTS ON SETTLEMENTS ON A CASE-BY-CASE BASIS BASED ON SPECIFIC CIRCUMSTANCES, SUCH AS CATASTROPHIC ILLNESS OR MEDICAL INDIGENCE, AT THE DISCRETION OF CSNM. DETERMINING FAMILY NEED IS ALSO BASED ON AN APPLICATION PROCESS WHICH TAKES INTO ACCOUNT THE PATIENT'S AVAILABLE ASSETS AND ALL OTHER FINANCIAL RESOURCES AVAILABLE TO THE PATIENT.
Schedule H, Part I, Line 7 Financial Assistance and Certain Other Community Benefits at Cost	THE HOSPITAL'S COSTING METHODOLOGY IS BASED ON COST TO CHARGE RATIOS IN THE MEDICARE COST REPORT. IT CURRENTLY DOES NOT USE A COST ACCOUNTING SYSTEM.
Schedule H, Part I, Line 7g COSTS ATTRIBUTABLE TO PHYSICIANS' CLINICS	AMOUNTS REPORTED ARE BASED ON THE MEDICARE COST REPORT FIGURES. LINE 7G INCLUDES $XXX COSTS ATTRIBUTABLE TO PHYSICIANS' CLINICS.
Schedule H, Part I, Line 7 EXPLANATION OF COSTING METHODOLOGY USED FOR CALCULATING LINE 7 TABLE:	LINE 7A: RATIO OF PATIENT CARE COST TO CHARGES BASED ON SCHEDULE H, WORKSHEET 2 LINE 7B: RATIO OF PATIENT CARE COST TO CHARGES BASED ON SCHEDULE H, WORKSHEET 2 LINE 7E: ACTUAL EXPENSES LESS ANY DIRECT OFFSETTING REVENUE LINE 7F: ACTUAL EXPENSES LESS ANY DIRECT OFFSETTING REVENUE LINE 7G: RATIO OF PATIENT CARE COST TO CHARGES BASED ON SCHEDULE H, WORKSHEET 2 LINE 7I: ACTUAL EXPENSE OF THE CONTRIBUTIONS
Schedule H, Part I, Line 7i CASH AND INKIND CONTRIBUTIONS	The following uniform narrative was added for Line 7i: THE HOSPITAL MADE CASH AND IN-KIND CONTRIBUTIONS DURING THE FISCAL YEAR. THE AMOUNT IS CALCULATED FOLLOWING REPORTING RULES FOR SCHEDULE H, WORKSHEET 8. THIS AMOUNT DIFFERS FROM GRANTS REPORTED IN FORM 990, SCHEDULE I, GRANTS AND OTHER ASSISTANCE TO ORGANIZATIONS, GOVERNMENTS, AND INDIVIDUALS, AND PART IX, LINES 1 THROUGH 3 GRANTS AND OTHER ASSISTANCE. CHRISTUS HEALTH ESTABLISHED THE CHRISTUS FUND, A GRANT FUND TO PROVIDE RESOURCES TO NONPROFIT AGENCIES AND GROUPS WHOSE VISION, MISSION, AND GOALS ARE CONSISTENT WITH CHRISTUS HEALTH'S MISSION, VALUES, AND PHILOSOPHY OF A HEALTHY COMMUNITY. CHRISTUS FUND GRANTS TOTALING $334,098 WERE DONATED BY CHRISTUS HEALTH TO NONPROFIT ORGANIZATIONS LOCATED IN THE COMMUNITY SERVED BY Christus Southern New Mexico. THE GRANT DOLLARS WERE USED TO SUPPORT PROGRAMS THAT PROMOTE THE HEALTH OF THE COMMUNITIES THAT CHRISTUS Southern New Mexico SERVES. ALL GRANTS MADE TO OUTSIDE ORGANIZATIONS THROUGH THE CHRISTUS FUND ARE MADE TO NONPROFIT ORGANIZATIONS THAT SUPPORT THE COMMUNITY.
Schedule H, Part I, Line 7k PERCENT OF TOTAL EXPENSE	TOTAL EXPENSE FROM FORM 990, PART IX, LINE 25, COLUMN(A) IS $286,940,470. THE BAD DEBT EXPENSE INCLUDED IN THIS AMOUNT IS $11,988,953. THIS LEAVES A TOTAL EXPENSE OF $274,951,517 FOR PURPOSES OF CALCULATING LINES 7, COLUMN(F).
Schedule H, Part I, Line 7k FIN ASSISTANCE/ OTHER BENEFITS AS APERCENTAGE OF COST	THE ORGANIZATION'S TOTAL COMMUNITY BENEFIT EXPENSE, AS REPORTED IN PART I, LINE 7K, COLUMN (C) AS A PERCENTAGE OF THE TOTAL EXPENSE, IS 20.99%, WHICH EXCEEDS THE AMOUNT REPORTED IN PART I, LINE 7K, COLUMN (F), WHICH IS COMPUTED USING NET COMMUNITY BENEFIT EXPENSE.
Schedule H, Part III, Line 1 BAD DEBT REPORTING IN ACCORDANCE WITH HFMA STATEMENT 15	CHRISTUS HEALTH FOLLOWS IN PRINCIPLE HEALTHCARE FINANCIAL MANAGEMENT ASSOCIATION STATEMENT NO. 15. THE SYSTEM HAS ADOPTED AN UNCOMPENSATED CARE POLICY WHERE REVENUE FROM SERVICES PROVIDED TO THE UNINSURED IS RECOGNIZED AT THE TIME OF PAYMENT, RATHER THAN AT THE TIME OF SERVICE. THIS POLICY IS THE RESULT OF A LACK OF REASONABLE ASSURANCE OF COLLECTION FOR SERVICES PROVIDED TO THE UNINSURED DUE TO THE SYSTEM'S HISTORICALLY LOW COLLECTION RATE. MANAGEMENT HAS ESTIMATED THAT THE DIFFERENCE BETWEEN RECORDING REVENUE FROM THE UNINSURED ON A CASH BASIS, RATHER THAN THE ACCRUAL BASIS, IS IMMATERIAL. ACCORDINGLY, ALL ACCOUNTS RECEIVABLE FROM THE UNINSURED HAVE BEEN FULLY RESERVED IN THE ALLOWANCE FOR UNCOMPENSATED CARE.
Schedule H, Part V, Section B, Line 16b FAP APPLICATION FORM WEBSITE	https://www.christushealth.org/-/media/christus-health/plan-care/files/bill-pay/financial-assistance/financial-language-documents/christus-southern-new-mexico-financial-assistance-application.ashx
Schedule H, Part V, Section B, Line 16c PLAIN LANGUAGE SUMMARY WEBSITE	https://www.christushealth.org/-/media/christus-health/plan-care/files/bill-pay/financial-assistance/financial-language-documents/2021plainlanguagesummaryhospitalenglish.ashx
Schedule H, Part V, Section B, Line 17 DID NOT ENGAGE IN EXTRAORDINARY COLLECTION ACTIONS	THE HOSPITAL DOES NOT HAVE A POLICY THAT ADDRESSES ACTIONS IN THE EVENT OF NONPAYMENT. THE ORGANIZATION DOES NOT PURSUE ANY OF THE LISTED ACTIONS AT LINES 18 OR 19 IN PURSUIT OF COLLECTIONS FROM INDIVIDUALS PRIOR TO MAKING A REASONABLE EFFORT TO DETERMINE THE PATIENT'S ELIGIBILITY FOR FINANCIAL ASSISTANCE UNDER CHRISTUS HEALTH MANAGEMENT DIRECTIVE 11.
Schedule H, Part V, Section B, Line 18 ACTIONS REGARDING ELIGIBILITY UNDER FAP	THE HOSPITAL DID NOT ENGAGE IN ANY EXTRAORDINARY COLLECTION ACTIONS DURING THE TAX YEAR. THE POLICY STRICTLY PROHIBITED TAKING LEGAL ACTION AGAINST PATIENTS AND ALSO FORBADE PLACING A LIEN ON THE PATIENT'S HOME. IN THE EVENT OF NONPAYMENT, THE HOSPITAL AND ITS COLLECTIONS GROUPS WOULD SEND STATEMENTS AND MAKE PHONE CALLS.
Schedule H, Part V, Section B, Line 22 FAP ELIGIBLE EMERGENCY OR OTHER MEDICAL CARE	THE HOSPITAL USED THE AVERAGE COMMERCIAL INSURANCE REIMBURSEMENT RATE FROM FISCAL YEAR 2025 TO DETERMINE AMOUNTS GENERALLY BILLED TO PATIENTS WITH INSURANCE. THIS AVERAGE RATE WAS THE AVERAGE REIMBURSEMENT RECEIVED FOR CATEGORIES OF SERVICES FROM ALL PRIVATE INSURERS THAT REIMBURSE HOSPITALS ACROSS THE CHRISTUS HEALTH SYSTEM, EXCEPT FOR ST. VINCENT AND LONG-TERM HOSPITALS, AND EXCLUDING IMPLANT AND DRUG CONTRIBUTION DOLLARS. ALL UNINSURED PATIENTS WERE CHARGED NO MORE THAN 40% OF CHARGES FOR THE RELEVANT SERVICE LINE. PATIENTS ELIGIBLE FOR ADDITIONAL FINANCIAL ASSISTANCE WERE CHARGED NO MORE THAN THE AVERAGE RATE (FOR INCOME LEVELS FROM 301% TO 400% OF FPL) OR RECEIVED FREE CARE (FOR INCOMES AT OR BELOW 300% FPL). FOR LAB SERVICES, ELIGIBLE PATIENTS WERE CHARGED A PERCENTAGE OF THE MEDICARE RATE.
Schedule H, Part VI, Line 7 STATE FILING OF COMMUNITY BENEFIT REPORT	ALL CHRISTUS HEALTH ENTITIES INCLUDING FACILITIES LOCATED IN STATES THAT DO NOT REQUIRE ANNUAL COMMUNITY BENEFIT REPORTING (I.E., LOUISIANA, AND NEW MEXICO), FOLLOW THE SAME REPORTING RULES AS OUTLINED IN THE CATHOLIC HEALTH ASSOCIATION GUIDE TO PLANNING AND REPORTING COMMUNITY BENEFIT, COPYRIGHT 2008. TOTAL COMMUNITY BENEFIT FOR CHRISTUS HEALTH IS ALSO REPORTED IN THE ANNUAL REPORT PREPARED AND DISTRIBUTED BY THE SYSTEM OFFICE. A COMMUNITY BENEFIT REPORT IS FILED FOR THE STATE OF TEXAS IN THE FORM OF THE ANNUAL STATEMENT OF COMMUNITY BENEFITS STANDARD (ASCBS) FORM AS REQUIRED BY THE HEALTH AND SAFETY CODE, SECTIONS 311.045 AND 311.046. THE CODE REQUIRES NONPROFIT HOSPITALS TO FILE THE ASCBS FORM AND ANNUAL REPORT OF THE COMMUNITY BENEFITS PLAN WITH THE TEXAS DEPARTMENT OF STATE HEALTH SERVICES (DSHS). THE 2012 ASCBS FORM IS EXPANDED TO COLLECT THE INFORMATION ON CHARITY CARE POLICIES AND COMMUNITY BENEFITS IN A STANDARDIZED FORMAT.
Schedule H, Part I, Line 5a BUDGETED CHARITY CARE	THE ORGANIZATION BUDGETS CHARITY CARE FOR INTERNAL FINANCIAL REVIEW PURPOSES ONLY. THE PROVISION OF CHARITY CARE IS NOT LIMITED TO AMOUNTS ESTABLISHED FOR BUDGETARY PURPOSES.
Schedule H, Part I, Line 6a ANNUAL COMMUNITY BENEFIT REPORT	A REPORT OF COMMUNITY BENEFIT IS INCLUDED IN A WRITTEN ANNUAL REPORT FOR CHRISTUS HEALTH, THE ORGANIZATION'S PARENT COMPANY. CHRISTUS HEALTH IS AN INTERNATIONAL, CATHOLIC, FAITH BASED, NONPROFIT HEALTH SYSTEM FORMED IN 1999 WITH A MISSION TO EXTEND THE HEALING MINISTRY OF JESUS CHRIST. THE ANNUAL COMMUNITY BENEFIT REPORT SUMMARIZES ACTIVITIES AND PROGRAMS CONDUCTED DURING THE PAST YEAR TO IMPROVE HEALTH INCLUDING PROACTIVE COMMUNITY HEALTH SERVICES. HOWEVER, THE ANNUAL REPORT IS ONLY A SNAPSHOT OF HOW THE ORGANIZATION DISTINGUISHES ITSELF IN ITS VISION TO BE A LEADER, A PARTNER, AND AN ADVOCATE IN CREATING INNOVATIVE HEALTH AND WELLNESS SOLUTIONS THAT IMPROVE THE LIVES OF INDIVIDUALS AND COMMUNITIES.
Schedule H, Part I, Line 7b UNREIMBURSED MEDICAID	THE HOSPITAL REINVESTS ALL SURPLUS FUNDS BACK IN TO THE COMMUNITIES IT SERVES THROUGH EXPANDED HEALTH SERVICES, NEW TECHNOLOGIES, AND BETTER FACILITIES.
Schedule H, Part VI Rev. Proc. 2015-21 Disclosure	Community Health Needs Assessment (CHNA) Adoption and Public Availability Section 501(r)(3) requires each hospital facility to conduct a CHNA at least once every three years and to make the CHNA report widely available to the public. A CHNA is treated as conducted only after all required steps are completed, including adoption of the CHNA report by an authorized body and making the CHNA report widely available (including via website posting). The hospital's three-year CHNA period ended on June 30, 2025. The CHNA report for the hospital was completed and reviewed by its CEO/President and executive leadership team prior to June 30, 2025. However, formal ratification by the hospital's board of directors of the CHNA report's adoption occurred subsequently on August 28, 2025, and the hospital posted the ratified CHNA report on their websites as soon as practicable thereafter. On September 8, 2025, CHRISTUS Health identified that the hospital's board of directors provided ratification of the CHNA report's adoption, and the corresponding public posting of the ratified CHNA report, occurred after the end of the June 30, 2025 three-year CHNA period. CHRISTUS Health determined that responsible associates had incorrectly assumed that COVID-era IRS relief extending certain §501(r)(3) CHNA-related deadlines continued to apply and permitted additional time to complete the remaining CHNA-related steps. However, Treasury Regs. 1.501(r)-3(a)(2) and 1.501(r)-1(b)(4)(i) require adoption of the CHNA report by the hospital's governing body (or a properly delegated authorized body), and no delegation of authority had been made by the hospital's governing body (its board of directors) for executive leadership to adopt the CHNA report in lieu of the board of directors. Executive leadership approval of the CHNA report was ratified by the hospital's board of directors on August 28, 2025. Upon identification of the timing issue, CHRISTUS Health promptly implemented corrective actions. These actions included confirming that formal governing-body adoption/ratification had occurred, ensuring that the ratified CHNA reports were posted and publicly accessible on the applicable hospital's website, and adding clarifying language within the CHNA report describing the timing of executive leadership review (prior to June 30, 2025) and the date of formal board of director approval (August 28, 2025). All related CHNA implementation strategies were approved by the hospital's board of directors on August 28, 2025, prior to the November 15, 2025 deadline. CHRISTUS Health is not aware of any individuals who were adversely affected by the board of directors' delay in ratifying the adoption of their respective hospital's CHNA report. To prevent recurrence, CHRISTUS Health has enhanced internal compliance procedures for its hospital facilities by establishing formal approval processes and timelines, clarifying responsibility for monitoring Section 501(r) deadlines, and documenting governing-body approvals and any delegated authority for approval of future CHNA reports and implementation strategies.
Schedule H, Part I, Line 7 Bad Debt Expense excluded from financial assistance calculation	11988953
Schedule H, Part II Community Building Activities	THE ORGANIZATION SUPPORTS RUNNER'S REFUGE, A MINISTRY THAT PROVIDES HELP TO INDIVIDUALS STRUGGLING WITH ADDICTION AND HOMELESSNESS. THROUGH THE FY25 CHRISTUS FUND AWARD, RUNNERS REFUGE AWARDED $75,000 FOR PROVIDING HEALTH FOOD ACCESS.
Schedule H, Part III, Line 2 Bad debt expense - methodology used to estimate amount	THE ORGANIZATION'S TOTAL BAD DEBT EXPENSE (TOTAL OF ALL HOSPITAL FACILITIES) IS IN ACCORDANCE WITH THE ORGANIZATION'S FINANCIAL STATEMENTS, WHICH IS COMPUTED AS BAD DEBT NET OF CONTRACTUAL ALLOWANCE, PAYMENTS RECEIVED AND RECOVERIES OF BAD DEBT PREVIOUSLY WRITTEN OFF.
Schedule H, Part III, Line 3 Bad Debt Expense Methodology	THE FILING ORGANIZATION RECOGNIZED THAT SOME PATIENTS ARE UNABLE OR UNWILLING TO SEEK FINANCIAL ASSISTANCE DUE TO BARRIERS SUCH AS EDUCATIONAL LEVEL, LITERACY, DOCUMENTATION REQUIREMENTS, OR BEING INTIMIDATED BY THE APPLICATION PROCESS. IN ORDER TO ESTIMATE THE AMOUNT OF THE ORGANIZATION'S BAD DEBT EXPENSE ATTRIBUTABLE TO PATIENTS WHO MAY BE ELIGIBLE FOR FINANCIAL ASSISTANCE BUT HAVE NOT SUBMITTED AN APPLICATION, THE ORGANIZATION ENGAGED PARO DECISION SUPPORT, LLC. PARO CHARITY SCORE IS DESIGNED TO IDENTIFY PATIENTS THAT LIKELY QUALIFY FOR FINANCIAL ASSISTANCE BASED ON A PREDICTIVE MODEL AND OTHER FINANCIAL AND ASSET ESTIMATES FOR THE PATIENT DERIVED FROM PUBLIC RECORD SOURCES. FOR THE FISCAL YEAR ENDING JUNE 30, 2011, THE ORGANIZATION REPORTED THAT 30 PERCENT OF BAD DEBT EXPENSES WERE ATTRIBUTABLE TO PATIENTS WHO MAY HAVE BEEN ELIGIBLE FOR FINANCIAL ASSISTANCE BUT WERE NOT RESPONSIVE TO THE APPLICATION PROCESS EXISTING AT THAT TIME. THIS FIGURE WAS BASED ON THE PARO ANALYSIS AND ESTIMATES OF PATIENTS' FINANCIAL NEEDS THAT EXAMINED WHETHER PATIENTS WERE CHARACTERISTIC OF OTHER WHO HISTORICALLY QUALIFIED FOR ASSISTANCE UNDER THE TRADITIONAL APPLICATION PROCESS. THE PRESUMPTIVE CHARITY CARE ANALYSIS PERFORMED FOR THE PRIOR FISCAL YEAR DETERMINED A BENCHMARK OF BAD DEBT ACCOUNTS IN THE CHRISTUS HEALTH SYSTEM THAT LACKED THE INFORMATION TO QUALIFY FOR CHARITY CARE UNDER THE FILING ORGANIZATION'S CUSTOMARY PROCESS BUT WOULD HAVE LIKELY QUALIFIED FOR ASSISTANCE. DURING THE FISCAL YEAR ENDING JUNE 30, 2025, THE ORGANIZATION UTILIZED THE PARO SCORE TO IDENTIFY THE ACCOUNTS OF INDIVIDUAL PATIENTS THAT WERE LIKELY ELIGIBLE FOR FINANCIAL ASSISTANCE DESPITE HAVING NOT COMPLETED AN APPLICATION, AND SUCH ANALYSIS DETERMINED THAT 3.73 PERCENT OF SUCH ACCOUNTS WERE LIKELY ELIGIBLE FOR FINANCIAL ASSISTANCE. THE ORGANIZATION GRANTED PRESUMPTIVE ELIGIBILITY FOR THESE ACCOUNTS AND THEY WERE RECLASSIFIED UNDER OUR FINANCIAL ASSISTANCE POLICY. THE AMOUNTS WERE NOT REPORTED AS BAD DEBT. THE AMOUNT REPORTED ON SCHEDULE H, PART III, LINE 3 IS THE DIFFERENCE BETWEEN THE PRESUMPTIVE CHARITY CARE BENCHMARK ESTABLISHED IN THE FISCAL YEAR ENDING JUNE 30, 2011 AND THE AGGREGATE OF INDIVIDUAL ACCOUNTS FOR WHICH THE ORGANIZATION GRANTED PRESUMPTIVE ELIGIBILITY IN THE FISCAL YEAR ENDING JUNE 30, 2025. THUS, THE ORGANIZATION ESTIMATES THAT ONLY 0.6194 PERCENT OF THE BAD DEBT EXPENSES IN FISCAL YEAR ENDING JUNE 30, 2025 ARE ATTRIBUTABLE TO PATIENTS WHO WOULD LIKELY HAVE QUALIFIED FOR FINANCIAL ASSISTANCE. IT IS IMPORTANT TO NOTE THAT THE FIGURE CALCULATED FOR FISCAL YEAR ENDING JUNE 30, 2011 WAS ESTIMATED AND NOT EXACT, AND THEREFORE THE DIFFERENCE BETWEEN THE AMOUNTS QUALIFIED AS PRESUMPTIVE CHARITY CARE IN ANY FISCAL YEAR MAY VARY FROM THE BENCHMARK ESTABLISHED IN FISCAL YEAR ENDING JUNE 30, 2011.
Schedule H, Part III, Line 4 Bad debt expense - financial statement footnote	THE FOOTNOTE TO THE CHRISTUS HEALTH CONSOLIDATED FINANCIAL STATEMENTS SAYS, THE PREPARATION OF THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS IN CONFORMITY WITH ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES (US GAAP) REQUIRES MANAGEMENT OF THE SYSTEM TO MAKE ASSUMPTIONS, ESTIMATES, AND JUDGMENTS THAT AFFECT THE AMOUNTS REPORTED IN THE FINANCIAL STATEMENTS, INCLUDING THE NOTES THERETO, AND RELATED DISCLOSURES OF COMMITMENTS AND CONTINGENCIES, IF ANY AT THE DATE OF THE CONSOLIDATED FINANCIAL STATEMENTS. MANAGEMENT RELIES ON HISTORICAL EXPERIENCE AND ON OTHER ASSUMPTIONS BELIEVED TO BE REASONABLE UNDER THE CIRCUMSTANCES IN MAKING ITS JUDGMENTS AND ESTIMATES. ACTUAL RESULTS COULD DIFFER MATERIALLY FROM THESE ESTIMATES.
Schedule H, Part III, Line 8 Community benefit & methodology for determining medicare costs	For the current year, a shortfall of $4.9 million was reported on Line 7. Consistent with applicable IRS guidance, the organization considers a portion of this shortfall to qualify as community benefit. The shortfall primarily reflects unreimbursed costs associated with providing medically necessary care to low-income and vulnerable populations in New Mexico, including individuals covered by Medicaid and those who are underinsured. Medicaid reimbursement rates in New Mexico remain significantly below the cost of care, resulting in substantial unrecovered expenses related to patient services. In addition, the shortfall includes costs related to community-based health programs, care coordination, and essential clinical services that are necessary to meet the health needs of the community but are not fully reimbursed by governmental or commercial payers. These services support improved access to care, chronic disease management, and health equity in a medically underserved region. To the extent permitted under IRS community benefit standards, the organization believes that this shortfall should be treated as community benefit, as it directly supports the organization's charitable mission and alleviates the burden on public health systems by ensuring continued access to care for vulnerable populations across southern New Mexico.
Schedule H, Part III, Line 9b Collection practices for patients eligible for financial assistance	IT IS THE POLICY OF THE ORGANIZATION TO PURSUE COLLECTIONS OF PATIENT BALANCES FROM PATIENTS WHO HAVE THE ABILITY TO PAY FOR THESE SERVICES. CHRISTUS HEALTH APPLIES ITS COLLECTION EFFORTS CONSISTENTLY AND FAIRLY TO ALL PATIENTS REGARDLESS OF INSURANCE. IF A PATIENT DOES NOT HAVE THE FINANCIAL RESOURCES TO PAY THEIR OUTSTANDING BALANCES, THE GOAL OF THE ORGANIZATION IS TO QUALIFY THESE PATIENTS THROUGH THE ORGANIZATION'S CHARITY POLICY OR SCREEN THE PATIENTS THROUGH THE ORGANIZATION'S PRESUMPTIVE CHARITY TESTS. IF THE PATIENT QUALIFIES UNDER EITHER POLICY THE ACCOUNT WILL BE WRITTEN OFF BASED UPON LEVEL OF QUALIFICATION. THESE POLICIES SUPPORT THE MISSION AND VISION OF THE ORGANIZATION AND ARE APPROVED BY SENIOR LEADERSHIP.
Schedule H, Part V, Section B, Line 16a FAP website	- CHRISTUS SOUTHERN NEW MEXICO: Line 16a URL: HTTPS://WWW.CHRISTUSHEALTH.ORG/PLAN-CARE/BILL-PAY/FINANCIAL-ASSISTANCE;
Schedule H, Part V, Section B, Line 16b FAP Application website	- CHRISTUS SOUTHERN NEW MEXICO: Line 16b URL: SEE SUPPLEMENTAL INFO;
Schedule H, Part V, Section B, Line 16c FAP plain language summary website	- CHRISTUS SOUTHERN NEW MEXICO: Line 16c URL: SEE SUPPLEMENTAL INFO;
Schedule H, Part VI, Line 2 Needs assessment	IN 2023, CSNM BECAME PART OF CHRISTUS HEALTH WHICH ASSISTED IN COMPLETING A COMMUNITY HEALTH NEEDS ASSESSMENT AND COMMUNITY HEALTH IMPLEMENTATION PLAN AND TO PROVIDE INFORMATION FROM SECONDARY DATA SOURCES TO ASSIST IN IDENTIFYING NEEDS THAT EXIST IN THE COMMUNITY. THIS INCLUDES DATA FROM BOTH LOCAL AND NATIONAL DATA SOURCES - INCLUDING THE U.S. CENSUS, AMERICAN COMMUNITY SURVEY AND METOPIO - THE FINDINGS EXPLORE A WIDE RANGE OF DEMOGRAPHIC, SOCIOECONOMIC, ENVIRONMENT AND HEALTH INDICATORS. THE HEALTH NEEDS IDENTIFIED AS SIGNIFICANT IN THIS ASSESSMENT INCLUDED ACCESS TO CARE, BEHAVIORAL HEALTH, POVERTY, AND FOOD INSECURITY. THE CONCLUSIONS REACHED IN THIS ASSESSMENT WERE IMPLEMENTED IN 2025.
Schedule H, Part VI, Line 3 Patient education of eligibility for assistance	THE HOSPITAL HAS A FINANCIAL ASSISTANCE POLICY - CHRISTUS SOUTHERN NEW MEXICO (CSNM) WILL PROVIDE UNDERSTANDABLE, WRITTEN GUIDELINES TO STAFF AND PATIENTS RELATIVE TO HOW THE HOSPITAL EVALUATES AND DETERMINES: 1) A PATIENT'S ELIGIBILITY FOR CHARITY CARE; 2) AN UNINSURED PATIENT'S ELIGIBILITY FOR DISCOUNTS; AND 3) A PATIENT'S ELIGIBILITY FOR ALTERNATE PAYMENT PLANS. A SUMMARY OF THE FINANCIAL ASSISTANCE POLICY IS POSTED IN THE EMERGENCY ROOM AND THROUGHOUT THE ENTIRE HOSPITAL. THE PATIENTS ARE ALSO INFORMED THROUGH DIRECT COMMUNICATION WITH FINANCIAL COUNSELORS, AND THESE POLICIES ARE EXPLAINED IN DETAIL TO GUARANTORS WHO ADVISE CSNM THAT THEY ARE UNABLE TO PAY THEIR ACCOUNT OR NEED HELP IN STRUCTURING AN AFFORDABLE PAYMENT PLAN FOR THEIR ACCOUNT. THE HOSPITAL PROVIDES SERVICES TO ANYONE IN NEED OF MEDICAL CARE REGARDLESS OF THE PATIENT'S ABILITY TO PAY FOR SUCH SERVICES. CHARITY CARE AND DISCOUNTS FOR THE UNINSURED WILL BE AVAILABLE FOR MEDICALLY NECESSARY HOSPITAL CARE PROVIDED TO PERSONS WHO MEET THE FINANCIAL AND DOCUMENTATION CRITERIA DEFINED IN THIS POLICY. DETERMINATIONS HEREUNDER WILL BE BASED SOLELY ON THE PATIENT'S ABILITY TO PAY AND WILL NOT BE MADE ON THE BASIS OF AGE, SEX, RACE, CREED, DISABILITY, SEXUAL ORIENTATION OR NATIONAL ORIGIN. CSNM PROVIDES FINANCIAL ASSISTANCE TO PATIENTS BASED ON THEIR INCOME, ASSETS, AND NEEDS. THROUGH OUR FINANCIAL COUNSELING SERVICES, WE ASSIST PATIENTS WITH MEDICAID ELIGIBILITY OR LOW-COST HEALTH INSURANCE THROUGH THE EXCHANGE (BE WELL NEW MEXICO), OR WORK WITH PATIENTS TO ARRANGE A MANAGEABLE PAYMENT PLAN. UNINSURED PATIENTS ARE ELIGIBLE FOR A 25% DISCOUNT. A 25% DISCOUNT IS APPLIED TO THE TOTAL CHARGES OF A SELF-PAY PATIENT AT THE TIME OF SERVICE OR THE FIRST BILLING. NOTICE WILL BE SENT AT THE TIME OF THE FIRST BILLING INFORMING THE PATIENT/GUARANTOR THAT AN ADDITIONAL 10% WILL BE DEDUCTED IF THE ACCOUNT IS PAID WITHIN 30 DAYS OF THE DATE OF SERVICE.
Schedule H, Part VI, Line 4 Community information	OTERO COUNTY HOSPITAL ASSOCIATION D/B/A CHRISTUS SOUTHERN NEW MEXICO ("CSNM") ACTIVITIES ARE CONDUCTED ON ITS 66-ACRE CAMPUS LOCATED IN ALAMOGORDO, NEW MEXICO. ALAMOGORDO IS APPROXIMATELY 89 MILES NORTH OF EL PASO, TEXAS, AND 209 MILES SOUTHEAST OF ALBUQUERQUE, NEW MEXICO. CSNM OWNS AND OPERATES A 98-BED CARE HOSPITAL (THE "HOSPITAL") ON THE CAMPUS. IN ADDITION TO THE MAIN CAMPUS, THE HOSPITAL HAS SATELLITE LOCATIONS INCLUDING CLINICS AND PHYSICIAN OFFICES THROUGHOUT THE CITY. THE COMBINED OPERATING SPACE OF THE MAIN CAMPUS AND THESE ADDITIONAL OFFICES TOTALS APPROXIMATELY 432,000 SQUARE FEET. OTHER FACILITIES THAT THE HOSPITAL OWNS LOCATED ON THE MAIN CAMPUS INCLUDE TWO MEDICAL OFFICE BUILDINGS, COMPLEX A AND B THAT HAVE AN OUTPATIENT SURGERY CENTER AND AN IMAGING CENTER OWNED AND OPERATED BY LIMITED LIABILITY COMPANIES IN WHICH CSNM HAS AN INTEREST. CSNM ALSO OWNS SIX FACILITIES LOCATED OFF THE MAIN CAMPUS THAT ARE EITHER LEASED TO INDEPENDENT PRIMARY CARE/SPECIALTY CARE PROVIDERS OR OCCUPIED BY EMPLOYED PHYSICIANS. CSNM'S PRIMARY SERVICE AREA IS NORTHWESTERN OTERO COUNTY FROM WHICH 84% OF ITS ADMISSIONS ORIGINATE. CSNM IS THE SOLE COMMUNITY PROVIDER IN ITS PRIMARY SERVICE AREA WITH THE NEAREST TERTIARY CARE HOSPITAL LOCATED APPROXIMATELY 70 MILES FROM THE HOSPITAL. THE DELIVERY MECHANISMS OF CARE AT THE HOSPITAL INCLUDE BOTH INPATIENT AND OUTPATIENT SERVICES: 24-HOUR STAFFED LEVEL III TRAUMA EMERGENCY DEPARTMENT; ACUTE CARE INPATIENT THROUGH MEDICAL/SURGICAL, INTENSIVE CARE, PROGRESSIVE CARE UNIT, TELEMETRY, MATERNAL CHILD, AND BEHAVIORAL MEDICINE, SURGERY DEPARTMENT SUPPORTED BY PRE-ADMIT, OUTPATIENT CARE UNIT AND POST-ANESTHESIA CARE UNIT; HOSPITAL-OWNED PHYSICIAN PRACTICES IN THE AREAS OF FAMILY PRACTICE, WOMEN'S SERVICES INCLUDING OBSTETRICS, ORTHOPEDICS, NEPHROLOGY, INTERNAL MEDICINE, OUTPATIENT BEHAVIORAL MEDICINE, PEDIATRICS, GASTROENTEROLOGY, ENDOCRINOLOGY, PAIN MANAGEMENT AND NEUROLOGY; CAP CERTIFIED LABORATORY SERVICES WITH THE CAPABILITY TO PERFORM OVER 225 DIFFERENT PROFILES AND TESTS IN-HOUSE; INPATIENT AND OUTPATIENT DIAGNOSTIC IMAGING SERVICES, INCLUDING X-RAY, 64-SLICE/CT AND PET/CT WITH 20 SLICE CT SCAN, MRI, ULTRASOUND, FLUOROSCOPY, INTERVENTIONAL RADIOLOGY, RADIOFREQUENCY ABLATION AND NUCLEAR MEDICINE; INPATIENT AND OUTPATIENT COMPREHENSIVE CARDIOPULMONARY SERVICES INCLUDING BEHAVIOR SLEEP MEDICINE, HOLTER MONITORING, EVENT MONITORING AND IMPEDANCE CARDIOGRAPHY. THE HOSPITAL CONVERTED THE 12 IRF BEDS TO JOINT ORTHO TRAUMA BEDS; REDUCED MCU FROM 12 BEDS TO 8; REDUCED BEHAVIORAL HEALTH FROM 36 BEDS TO 24; INCREASED MEDICAL/SURGICAL FROM 30 BEDS TO 35; AND ADDED 11 PROGRESSIVE CARE UNITS. CSNM AND THE HOLLOMAN AIR FORCE BASE (HAFB) 49TH MEDICAL GROUP, A GROUP OF MILITARY PROVIDERS AND SUPPORT STAFF FROM THE HAFB, HAVE ENJOYED A CLOSE WORKING RELATIONSHIP, AND HAVE HAD SHARED COVERAGE ARRANGEMENTS. SUCH ARRANGEMENTS INCLUDED LABORATORY AND X-RAY SERVICES IN A DISASTER, OBSTETRICAL COVERAGE, AND COVERAGE FOR THE HAFB 49TH MEDICAL GROUP WHEN THEY WERE DEPLOYED FOR DESERT STORM IN 1991. FOLLOWING DESERT STORM AND THE RETURN OF THE HAFB 49TH MEDICAL GROUP, THE DEPARTMENT OF DEFENSE MADE THE DECISION TO LEAVE ALL THE OBSTETRICAL SERVICES WITH CSNM AND THE LOCAL OBSTETRICIANS. AS OF 2017, HOLLOMAN SUPPORTS MORE THAN 21,000 ACTIVE DUTY, GUARD, RESERVE, RETIREES, DEPARTMENT OF DEFENSE CIVILIANS AND THEIR FAMILY MEMBERS. CSNM'S PRIMARY SERVICE AREA (THE "PSA") IS IN NORTHWESTERN OTERO COUNTY, FROM WHICH MOST OF CSNM'S ADMISSIONS ORIGINATE. LOCATED IN SOUTHEASTERN NEW MEXICO, OTERO COUNTY ENCOMPASSES 6,627 SQUARE MILES AND INCLUDES THE CITIES OF ALAMOGORDO AND TULAROSA. ACCORDING TO THE U.S. CENSUS BUREAU, THE POPULATION OF OTERO COUNTY IN 2024 WAS 69,711, REFLECTING A 0.51% ANNUAL GROWTH FROM 2023. THE HOSPITAL IS THE ONLY ACUTE CARE HOSPITAL WITHIN THE PSA AND IS A SOLE COMMUNITY PROVIDER. MANAGEMENT OF CSNM ESTIMATES THAT THE MARKET SHARE OF ADMISSIONS TO TEXAS HOSPITALS IS 22.9%, TO LAS CRUCES, NM, HOSPITALS IS 9.4%, AND TO ALBUQUERQUE HOSPITALS IS 3.9%. THE HOSPITAL CAPTURES 61% OF THE INPATIENT MARKET SHARE WITHIN THE PSA. THE SECONDARY SERVICE AREA COVERS A SUBSTANTIAL PORTION OF THE REMAINDER OF OTERO COUNTY, AS WELL AS THE SOUTH CENTRAL PORTION OF LINCOLN COUNTY. THE SECONDARY SERVICE AREA INCLUDES RUIDOSO, THE POPULATION OF WHICH WAS HAS DECLINED TO 7,701 FROM 8,377 IN 2021. THE TERTIARY SERVICE AREA COVERS A SMALL PORTION OF OTERO COUNTY AND CHAVES COUNTY. THERE ARE NO OTHER MAJOR MEDICAL CENTERS WITHIN OTERO COUNTY.
Schedule H, Part VI, Line 5 Promotion of community health	THE BUSINESS AND AFFAIRS OF CSNM ARE SUBJECT TO THE OVERALL GOVERNANCE AND DIRECTION OF ITS BOARD OF DIRECTORS. THE BOARD OF DIRECTORS CONSISTED OF 11 MEMBERS AS OF JUNE 30, 2025. EACH MEMBER IS APPOINTED BY THE BOARD OF DIRECTORS AND SERVES A THREE-YEAR TERM IN A SELF-PERPETUATING BOARD. THE BOARD OF DIRECTORS FILLS VACANCIES THAT MAY OCCUR. OFFICERS OF THE BOARD OF DIRECTORS INCLUDE A CHAIRMAN, VICE CHAIRMAN, AND SECRETARY/TREASURER. AS A NONPROFIT ORGANIZATION AND A PART OF CHRISTUS HEALTH, A REGIONAL GOVERNING BOARD COMPRISED LARGELY OF INDEPENDENT COMMUNITY MEMBERS REPRESENTING THE MAKEUP OF THE AREA IT SERVES GUIDES CNSM. CSNM'S MEDICAL STAFF IS ORGANIZED INTO DIVISIONS OF MEDICINE, MEDICAL SUBSPECIALTIES, SURGERY AND OUTPATIENT SERVICES. IN ADDITION TO SPECIALIZED MEDICAL/SURGICAL SERVICES PROVIDED BY BOTH EMPLOYED AND CONTRACTED PHYSICIANS AND MEDICAL GROUPS, CSNM ALSO OFFERS EMERGENCY MEDICAL SERVICES, INCLUDING A HELICOPTER SERVICE WHICH IS NOT OWNED BY CSNM BUT IS ON-SITE 24 HOURS A DAY. CSNM EMPLOYS AROUND-THE-CLOCK HOSPITALISTS (I.E., PHYSICIANS WHO DEVOTE THEIR PROFESSIONAL TIME TO THE CARE OF HOSPITALIZED PATIENTS). THE HOSPITAL EXTENDS MEDICAL STAFF PRIVILEGES TO ALL QUALIFIED PHYSICIANS IN THE COMMUNITY. A PORTION OF RETAINED EARNINGS ARE RE-INVESTED INTO THE PURCHASE OF CAPITAL EQUIPMENT, ELECTRONIC MEDICAL RECORD SOFTWARE, CONTINUING EDUCATION FOR CLINICAL STAFF INCLUDING PHYSICIANS, AND A PROFESSIONALLY MANAGED DIVERSIFIED PORTFOLIO OF MARKETABLE SECURITIES. CSNM VIEWS THE POSITION OF SOLE PROVIDER AS A SIGNIFICANT COMMITMENT TO THE OVERALL HEALTH AND WELL-BEING OF THE COMMUNITY. IN ADDITION TO ITS FOCUS ON PROVIDING QUALITY HEALTHCARE, THE ORGANIZATION STRIVES TO FACILITATE AND SHARE OPPORTUNITIES TO EDUCATE, MOTIVATE A PHILOSOPHY OF WELLNESS IN THE COMMUNITY and extend the healing hand of Jesus Christ. THE PRIMARY TARGET IS THE DISEASE PROCESS THAT WE KNOW CAN BE ELIMINATED OR IMPROVED BY CHANGING OR MODIFYING HUMAN BEHAVIOR. AS WITH ANY COMMUNITY, THE POPULATION HAS A VARIETY OF EDUCATIONAL BACKGROUNDS. THE GOAL IS TO DEVELOP PROGRAMS THAT TARGET THE NEEDS AND UNDERSTANDING OF THE COMMUNITY. PHYSICIANS/PROVIDERS ARE UTILIZED TO PROVIDE OPEN FORUMS THAT PRESENT HEALTH-RELATED ISSUES, I.E. ARTHRITIS, NEPHROLOGY, NEUROLOGY, ORTHOPEDIC ISSUES, ETC., FOLLOWED BY QUESTIONS AND TIME FOR INDIVIDUAL DISCUSSION. THIS TYPE OF PROGRAM IS OFFERED WITH A FREE LUNCH, EDUCATIONAL MATERIALS, AND IF APPROPRIATE, FREE SCREENINGS, SUCH AS GLUCOSE OR BLOOD PRESSURE. THERE IS AN AVERAGE OF 90 PARTICIPANTS IN EACH OF THESE SEMINARS. THE ORGANIZATION IS VERY COMMUNITY-MINDED IN ITS EFFORTS TO PROMOTE HEALTH. STAFF PARTICIPATES IN HEALTH FAIRS IN THE PUBLIC SCHOOLS, AND HOSTS AN ANNUAL FREE SPORTS PHYSICAL CLINIC FOR SCHOOL-AGE CHILDREN. AT CSNM, WE FEEL IT IS IMPORTANT TO EMBRACE COMMUNITY NEEDS THAT PROMOTE GOOD CITIZENSHIP. AS AN ORGANIZATION WE SUPPORT EMPLOYEE INVOLVEMENT IN OUTSIDE ACTIVITIES THROUGH CONTRIBUTIONS, DEDICATED TIME AND SPONSORSHIP. ADMINISTRATION AND STAFF MEMBERS SERVE ON COMMUNITY BOARDS, DEDICATING MANY HOURS OF SUPPORT TO THOSE ORGANIZATIONS. THE FOLLOWING CLASSES ARE PROVIDED FOR THE COMMUNITY IN OUR CONFERENCE ROOM CENTER: DIABETIC EDUCATION, NARCOTICS ANONYMOUS, CHILDBIRTH CLASSES, NEW BABY CLASS, AND CPR/BASIC LIFE SUPPORT TO NAME A FEW. CSNM HAS BEEN A TOP SUPPORTER OF THE THRIVE, WHICH PROVIDES MONEY FOR MANY OF THE LOCAL COMMUNITY ORGANIZATIONS. CSNM PARTNERS WITH THE AMERICAN CANCER SOCIETY TO OFFER THE LOOK GOOD FEEL-GOOD PROGRAM AND THE GIFT CLOSET. THE PROGRAM IS HOUSED OFF CAMPUS IN A LEASED BUILDING AND HAS BROUGHT A HIGHLY VALUED SERVICE TO OUR COMMUNITY. THE GIFT CLOSET PROVIDES FREE WIGS, PROSTHESES, SUPPLIES, EDUCATION AND SUPPORT TO CANCER PATIENTS AND THEIR FAMILIES. THE OPPORTUNITY TO UTILIZE OUR SPEAKER'S BUREAU IS AVAILABLE TO ANY ORGANIZATION IN THE COMMUNITY. A PRESENTATION REGARDING HEALTH-RELATED TOPICS CAN BE PREPARED WITH LIMITED NOTICE TO MEET THE NEEDS OF THE ORGANIZATION. THE WEALTH OF KNOWLEDGE IN OUR ORGANIZATION ALLOWS US TO CREATE AN APPROPRIATE FIT FOR THE REQUESTED NEED.
Schedule H, Part VI, Line 6 Affiliated health care system	OTERO COUNTY HOSPITAL ASSOCIATION IS PART OF CHRISTUS HEALTH, AN INTERNATIONAL, CATHOLIC, FAITH BASED, NONPROFIT HEALTH SYSTEM COMPRISED OF ALMOST 350 SERVICES AND FACILITIES INCLUDING MORE THAN 60 HOSPITALS AND LONG-TERM CARE FACILITIES, 175 CLINICS AND OUTPATIENT CENTERS, AND OTHER COMMUNITY HEALTH MINISTRIES AND COMMUNITY DEVELOPMENT VENTURES. CHRISTUS SERVICES CAN BE FOUND IN THE STATES OF ARKANSAS, LOUISIANA, NEW MEXICO, TEXAS, AND INTERNATIONALLY IN THE COUNTRIES OF MEXICO, COLOMBIA, AND CHILE. A COMMON MISSION, CORE VALUES, AND VISION UNITE THE HEALTH SYSTEM. EACH REGION, INCLUDING OTERO COUNTY HOSPITAL ASSOCIATION, DEVELOPS FIVE-YEAR AND TEN-YEAR STRATEGIC PLANS THAT HELP SET THE YEARLY OPERATIONAL PLANS AND BUDGETS. REGIONAL STRATEGIC GOALS ARE SET IN COLLABORATION WITH CHRISTUS HEALTH AND INCLUDE METRICS THAT WILL BE USED TO MEASURE COMMUNITY BENEFIT, CLINICAL OUTCOMES, PATIENT SATISFACTION, AND ASSOCIATE ENGAGEMENT. CHRISTUS HEALTH PROVIDES UPDATED MARKET, DEMOGRAPHICS, AND HEALTH INDICATOR DATA ON AN ANNUAL BASIS. THE DATA SUPPLIED FROM CHRISTUS HEALTH ALONG WITH THE SYSTEM WIDE STRATEGIC INITIATIVES ARE CONSISTENT WITH THE COMMUNITY NEEDS ASSESSMENT OF THE REGION. OTERO COUNTY HOSPITAL ASSOCIATION, IN TURN, PARTNERS WITH OTHER NONPROFIT GROUPS (CHURCHES, HEALTH CARE PROVIDERS, AND GOVERNMENT AGENCIES) TO CREATE COLLABORATIONS WHERE HEALTH NEEDS CAN BE ADDRESSED AND THE GENERAL HEALTH OF INDIVIDUALS AND THE COMMUNITY IS IMPROVED.
Schedule H, Part VI, Line 7 State filing of community benefit report	NM

Schedule H (Form 990) 2024

Additional Data

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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.
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Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

Open to Public
Inspection

Name of the organization
OTERO COUNTY HOSPITAL ASSOCIATION

Employer identification number
85-0138775

Part I

General Information on Grants and Assistance

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? ........................

Yes No

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	(h) Purpose of grant or assistance
(1) Alamogordo Chamber of Comm	85-0109297	501(c)(6)	10,000	Sponsorship
(2) NM State Univ Fdn Inc	85-0170157	501(c)(3)	168,000	Community Benefit
(3) Otero County Fair Assoc	85-6011829	501(c)(3)	191,296	Community Benefit
(4) PMS Alamogordo	85-0206810	501(c)(3)	150,000	Public Health
(5) PMS Chaparral NM Clinic	85-0206810	501(c)(3)	200,000	Public Health
(6) PMS Sacramento Mtn Ctr	85-0206810	501(c)(3)	100,000	Public Health
(7) PMS Tularosa	85-0206810	501(c)(3)	50,000	Public Health
(8) Thrive	85-0197559	501(c)(3)	103,582	Community Benefit

Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image

Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50055P

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) Transportation Assistance	2620	182,928
(1)
(2)
(3)
(4)
(5)
(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

THE ORGANIZATION FOLLOWS CHRISTUS HEALTH MANAGEMENT DIRECTIVE NO. 0006, 'CONTRIBUTIONS/DONATIONS TO OTHER ORGANIZATIONS'. BEFORE ANY DONATION IS MADE, TWO CRITERIA ARE ADDRESSED: (1) ORGANIZATION TEST AND (2) IRS TEST. THE ORGANIZATION TEST ENSURES THAT DONATIONS ARE EXCLUSIVELY FOR CHARITABLE, SCIENTIFIC, EDUCATIONAL, AND RELIGIOUS PURPOSES, AND IN FURTHERANCE OF OUR PURPOSE OF SUPPORTING THE HEALING MINISTRY OF JESUS CHRIST AND ADVANCING, PROMOTING, AND SUPPORTING THE HEALTHCARE MINISTRIES OF THE SPONSORING CONGREGATIONS. CONTRIBUTIONS CAN BE MADE TO SUPPORT CHRISTUS SYSTEM MEMBERS AND TO OTHER QUALIFYING TAX-EXEMPT ORGANIZATIONS, PARTICULARLY THOSE DESIGNED TO SUPPORT AND BENEFIT THE POOR AND UNDERSERVED. THE ORGANIZATION CONSIDERED FOR DONATIONS MUST BE AN IRS SECTION 501(C)(3) ORGANIZATION AND DOCUMENTATION TO THAT EFFECT OBTAINED. TO SATISFY THE IRS TEST, CONTRIBUTIONS GIVEN MUST BE DEDICATED TO ACHIEVING CHARITABLE PURPOSES NOT FOR PERSONAL BENEFIT, BUT FOR PUBLIC BENEFIT. CONTRIBUTIONS ARE PROHIBITED TO ORGANIZATIONS THAT CONTRIBUTE TO POLITICAL CAMPAIGNS, CANDIDATES FOR OFFICE, OR CONDUCT MORE THAN INCIDENTAL LOBBYING. DOCUMENTATION MUST SUPPORT HOW THE DONATION MEETS ORGANIZATIONAL PURPOSES AND FURTHERANCE OF MISSION. DONATIONS SHOULD BE MODEST IN SCOPE.

Schedule I (Form 990) Rev. 1-2025

Additional Data

Software ID:	24020961
Software Version:	2024v5.1

- TIN:

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

OTERO COUNTY HOSPITAL ASSOCIATION

Employer identification number

85-0138775

Part I

Questions Regarding Compensation

Yes

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.

First-class or charter travel Housing allowance or residence for personal use

Travel for companions Payments for business use of personal residence

Tax idemnification and gross-up payments Health or social club dues or initiation fees

Discretionary spending account Personal services (e.g., maid, chauffeur, chef)

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 .....

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? ....

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.

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

Form 990 of other organizations Approval by the board or compensation committee

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:

Receive a severance payment or change-of-control payment? .............

Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........

Yes

Participate in, or receive payment from, an equity-based compensation arrangement? .........

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.

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:

The organization? ....................

Any related organization? .......................

If "Yes," on line 5a or 5b, describe in Part III.

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:

The organization? ..................

Yes

Any related organization? ......................

Yes

If "Yes," on line 6a or 6b, describe in Part III.

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 ............

Yes

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 ..........................

If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50053T

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
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
1SAM BAGCHI MD BOARD DIRECTOR	(i) (ii)	0 ------------- 1,276,855	0 ------------- 2,272,809	0 ------------- 471,564	0 ------------- 13,801	0 ------------- 30,430	0 ------------- 4,065,459	0 ------------- 459,831
2RANDY SAFADY BOARD DIRECTOR	(i) (ii)	0 ------------- 1,576,199	0 ------------- 2,784,192	0 ------------- 2,093,219	0 ------------- 19,731	0 ------------- 10,695	0 ------------- 6,484,036	0 ------------- 1,177,444
3PAUL GENERALE BOARD DIRECTOR	(i) (ii)	0 ------------- 1,322,964	0 ------------- 2,340,994	0 ------------- 1,560,791	0 ------------- 30,871	0 ------------- 10,618	0 ------------- 5,266,238	0 ------------- 1,560,141
4KIMBERLY KING WEBB BOARD DIRECTOR	(i) (ii)	0 ------------- 742,665	0 ------------- 871,874	0 ------------- 113,124	0 ------------- 13,801	0 ------------- 20,563	0 ------------- 1,762,027	0 ------------- 112,474
5ROBERT J HECKERT CHIEF EXECUTIVE OFFICER (TERM 03/25)	(i) (ii)	0 ------------- 488,949	0 ------------- 666,807	0 ------------- 20,390	0 ------------- 13,801	0 ------------- 2,451	0 ------------- 1,192,398	0 ------------- 0
6WILLIAM POLLARD CHIEF MEDICAL OFFICER	(i) (ii)	0 ------------- 291,405	0 ------------- 293,400	0 ------------- 0	0 ------------- 55,726	0 ------------- 19,684	0 ------------- 660,215	0 ------------- 0
7BASHAR NASER CHIEF FINANCIAL OFFICER	(i) (ii)	0 ------------- 377,435	0 ------------- 188,737	0 ------------- 0	0 ------------- 37,900	0 ------------- 20,767	0 ------------- 624,839	0 ------------- 0
8REUBEN MURRAY CHIEF EXECUTIVE OFFICER (EFF 3/25)	(i) (ii)	0 ------------- 347,318	0 ------------- 151,188	0 ------------- 49,591	0 ------------- 38,673	0 ------------- 17,424	0 ------------- 604,194	0 ------------- 49,441
9KERRY BOLIN CHIEF NURSING OFFICER	(i) (ii)	0 ------------- 207,698	0 ------------- 115,651	0 ------------- 0	0 ------------- 37,141	0 ------------- 9,468	0 ------------- 369,958	0 ------------- 0
10ROBERT MIDDLETON VP OF OPERATIONS	(i) (ii)	286,204 ------------- 0	39,800 ------------- 0	1,039 ------------- 0	8,180 ------------- 0	78,030 ------------- 0	413,253 ------------- 0	0 ------------- 0
11PETER SEAMAN VP OF FINANCE	(i) (ii)	228,890 ------------- 0	39,800 ------------- 0	159 ------------- 0	7,716 ------------- 0	49,571 ------------- 0	326,136 ------------- 0	0 ------------- 0
12CHARLES RACE PHYSICIAN	(i) (ii)	970,699 ------------- 0	42,000 ------------- 0	674 ------------- 0	7,102 ------------- 0	69,244 ------------- 0	1,089,719 ------------- 0	0 ------------- 0
13FERIAL ABOOD PHYSICIAN	(i) (ii)	492,040 ------------- 0	367,515 ------------- 0	674 ------------- 0	8,134 ------------- 0	26,993 ------------- 0	895,356 ------------- 0	0 ------------- 0
14ANDREW PIKE PHYSICIAN	(i) (ii)	739,711 ------------- 0	42,445 ------------- 0	80 ------------- 0	9,754 ------------- 0	77,847 ------------- 0	869,837 ------------- 0	0 ------------- 0
15DREW MILLER PHYSICIAN	(i) (ii)	696,155 ------------- 0	16,000 ------------- 0	20,043 ------------- 0	14,019 ------------- 0	26,977 ------------- 0	773,194 ------------- 0	0 ------------- 0
16ANDREW CHRISTENSEN MD PHYSICIAN	(i) (ii)	531,853 ------------- 0	108,833 ------------- 0	25,053 ------------- 0	13,375 ------------- 0	77,847 ------------- 0	756,961 ------------- 0	0 ------------- 0

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 4b Supplemental nonqualified retirement plan	DEFERRED COMPENSATION INCLUDES EXECUTIVE DEFERRED INCOME ACCOUNT, SUPPLEMENTAL EXECUTIVE RETIREMENT AND RETENTION PLAN, AND PENSION RESTORATION PLAN. ESTIMATED PENSION BENEFITS WERE CALCULATED BASED ON THE PROVISIONS OF THE CURRENT PENSION RESTORATION PLAN AT 6% OF PENSIONABLE EARNINGS WHICH ARE OVER THE IRS LEGISLATIVE COMPENSATION LIMIT. SOME ASSOCIATES ARE GRANDFATHERED UNDER AN EARLIER LEGACY PENSION PLAN. IF A PARTICIPANT HAS PROTECTED PENSION BENEFITS UNDER SUCH LEGACY PLANS, HIS/HER PERCENTAGE IS ZERO UNDER THE SUPPLEMENTAL EXECUTIVE RETIREMENT AND RETENTION PLAN, AS THE PROTECTED BENEFIT IS ALREADY EQUAL TO OR BETTER THAN CURRENT MARKET. THE FOLLOWING INDIVIDUALS RECEIVED PAYOUTS UNDER A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN DURING THE CALENDAR YEAR 2024: RANDY SAFADY - $2,092,569 PAUL GENERALE - $1,560,141 SAM BAGCHI - $471,564 KIMBERLY KING WEBB - $112,474 REUBEN MURRAY - $49,441 ROBERT J HECKERT - $20,390
Schedule J, Part I, Line 6b Compensation contingent on net earnings of a related organization	THE ORGANIZATION'S OFFICERS LISTED IN PART VII, SECTION A, ARE EVALUATED ANNUALLY BASED ON A SET OF EVIDENCE-BASED GOALS THAT DETERMINE THEIR ELIGIBILITY FOR ADDITIONAL COMPENSATION. THE SELECT GOALS ARE WEIGHTED IN A HIERARCHY OF CORE AND JOB-SPECIFIC COMPETENCIES, WHICH INCLUDE QUALITY OF CARE, FINANCIAL PERFORMANCE, AND PATIENT PERCEPTION OF CARE MEASURE. ONE OF THE CRITERIA DESIGNED TO ENHANCE ALIGNMENT OF THE ORGANIZATION'S GOAL FOR CONTINUED FINANCIAL STABILITY IS IMPROVEMENT OF NET EARNINGS OF BOTH THE HOSPITAL AND ITS RELATED ORGANIZATIONS.
Schedule J, Part I, Line 7 Non-fixed payments	BONUSES WERE AWARDED FOR ALL EMPLOYEES FOR MEETING ORGANIZATIONAL GOALS AND WERE APPROVED BY THE BOARD.
Schedule J, Part I, Line 3 ARRANGEMENT USED TO ESTABLISH THE TOP MANAGEMENT OFFICIAL'S COMPENSATION	THE FILING ORGANIZATION'S CEO/EXECUTIVE DIRECTOR IS AN EMPLOYEE OF CHRISTUS HEALTH, A RELATED ORGANIZATION. AS A RESULT, COMPENSATION IS ESTABLISHED AT THE CHRISTUS HEALTH LEVEL AND THE FILING ORGANIZATION DOES NOT HAVE A ROLE IN IMPLEMENTING THE METHODS USED TO ESTABLISH COMPENSATION OR IN DETERMINING CEO/EXECUTIVE DIRECTOR COMPENSATION. CHRISTUS HEALTH USES AN EXECUTIVE COMPENSATION COMMITTEE TO ESTABLISH AND APPROVE THE COMPENSATION OF THE FILING ORGANIZATION'S CEO/EXECUTIVE DIRECTOR. THIS COMMITTEE USES AN INDEPENDENT COMPENSATION CONSULTANT WHO PERFORMS BI-ANNUAL COMPENSATION SURVEY.
Schedule J, Part II SUPPLEMENTAL COMPENSATION INFORMATION	THE BONUS AND INCENTIVE COMPENSATION REPORTED AS RELATED COMPENSATION WAS PAID TO THE FOLLOWING PERSONS BY CHRISTUS HEALTH, A RELATED ORGANIZATION OF THE FILING ENTITY: RANDY SAFADY; PAUL GENERALE; KIMBERLY KING WEBB; KERRY BOLIN; BASHAR NASER; SAM BAGCHI; WILLIAM POLLARD; ROBERT J HECKERT; AND REUBEN MURRAY
Schedule J, Part II SUPPLEMENTAL COMPENSATION INFORMATION DEFERRED COMPENSATION	W-2 COMPENSATION MAY INCLUDE PAYMENTS RELATED TO COMPENSATION DEFERRED IN PRIOR YEARS. DEFERRED COMPENSATION MAY INCLUDE DEFERRALS OF CURRENT YEAR COMPENSATION UNDER EXECUTIVE DEFERRED INCOME ACCOUNT, SUPPLEMENTAL EXECUTIVE RETIREMENT AND RETENTION PLAN AND PENSION RESTORATION PLAN.
Schedule J, Part II SUPPLEMENTAL COMPENSATION INFORMATION	DIRECTORS AND EX-OFFICIO DIRECTORS PROVIDE THEIR SERVICES AS MEMBERS OF THE BOARD WITHOUT COMPENSATION OR BENEFITS. ANY COMPENSATION AND BENEFITS DISCLOSED FOR SUCH PERSONS IS EARNED IN THE RESPECTIVE INDIVIDUAL'S ROLE AS AN OFFICER OR EMPLOYEE OF THE ORGANIZATION, NOT FOR THE INDIVIDUAL'S ROLE AS A BOARD MEMBER OR DIRECTOR. OFFICERS, KEY EMPLOYEES AND HIGHEST PAID EMPLOYEES ARE FULL-TIME EMPLOYEES. BOARD MEMBERS SPEND TIME AS NEEDED FOR BOARD MEETINGS AND FUNCTIONS.
Schedule J, Part II, Column (B)(ii) SUPPLEMENTAL COMPENSATION INFORMATION	BONUS AND INCENTIVE COMPENSATION MAY INCLUDE AMOUNTS THAT WERE DEFERRED IN A PRIOR YEAR BUT PAID OUT IN CALENDAR YEAR 2024.
Schedule J, Part II, Column (C) DEFERRED COMPENSATION	DEFERRED COMPENSATION INCLUDES EXECUTIVE DEFERRED INCOME ACCOUNT, SUPPLEMENTAL EXECUTIVE RETIREMENT AND RETENTION PLAN, EMPLOYER CONTRIBUTION TO 403(B) MATCHED SAVINGS PLAN, PENSION RESTORATION PLAN AND ESTIMATED PENSION BENEFITS UNDER CHRISTUS HEALTH CASH BALANCE PLAN. ESTIMATED PENSION BENEFITS WERE CALCULATED BASED ON THE PROVISIONS OF THE CURRENT CASH BALANCE PLAN AT 6% OF PENSIONABLE EARNINGS. SOME ASSOCIATES ARE GRANDFATHERED UNDER AN EARLIER PENSION PLAN. THESE GRANDFATHERED PARTICIPANTS, BASED ON COMPUTATION AT THE TIME OF THEIR RETIREMENT, WILL RECEIVE THE LARGER OF THE RETIREMENT BENEFIT COMPUTED UNDER THE CASH BALANCE PLAN COMPARED TO THE PREVIOUS PENSION PLAN. DUE TO THE COMPLEXITY OF CALCULATING AN ACCURATE BENEFIT COST FOR GRANDFATHERED PARTICIPANTS, THE FORM 990 REPORTS AS PENSION BENEFITS THEIR ANNUAL ESTIMATED CASH BALANCE PLAN ACCRUAL.

Schedule J (Form 990) (Rev. 1-2025)

Additional Data

Software ID:	24020961
Software Version:	2024v5.1

- TIN:

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

OTERO COUNTY HOSPITAL ASSOCIATION

Employer identification number

85-0138775

Return Reference	Explanation
DOING BUSINESS AS	Christus Southern New Mexico Christus Southern New Mexico Alamogordo Imaging Center Christus Surgery Center Gerald Champion Regional Medical Center Southwest Medical Spa
Form 990, Part III, Line 4a PROGRAM SERVICE DESCRIPTION	Patient Care Services Otero County Hospital Association responds to the health care needs of the community through services provided at 1 campus: - CHRISTUS Southern New Mexico, a 100-bed hospital in Alamogordo Each facility shares the objective of leading the way to a healthier community. Otero County Hospital Association is located in New Mexico, serving a population of 49,861 individuals in fiscal year 2025. In fiscal year 2025, we served individuals in various ways, including: 31,890 visits to our emergency department 880 inpatient surgery procedures 5,977 outpatient surgery procedures 3,754 patients admitted for care 187,547 patients who received outpatient care
Form 990, Part III, Line 4b PROGRAM SERVICE DESCRIPTION	Other Government Programs Otero County Hospital Association provides services to individuals covered under government-sponsored programs, including Medicare, TRICARE, and others. The unreimbursed costs of these services are reported to the state but are not included in the community benefit reports. Medicare is the largest single payor classification of patients served by this hospital. The payment rate for inpatient services is on a per-case rate, calculated based on the diagnostic-related group into which the patient is categorized. Medicare reimburses outpatient services based on its fee schedule.
Form 990, Part III, Line 4c PROGRAM SERVICE DESCRIPTION	CHARITY CARE AND COMMUNITY BENEFIT ACTIVITY In keeping with the mission, values, and vision of CHRISTUS Health, Otero County Hospital Association provides charity care services in a manner that respects the dignity of the patients and their families. Otero County Hospital Association provides charity care to individuals who are unable to pay for medically necessary services. Charity care includes free or discounted healthcare provided according to the organization's financial assistance policy, which is based on federal poverty guidelines. No patient was refused necessary medical care due to inability to pay. Otero County Hospital Association actively participates in New Mexico programs, which are designed to provide payment for health care services to individuals who meet specific financial and eligibility criteria. These requirements include an evaluation of both assets and income to determine program qualification. Otero County Hospital Association also conducts a variety of community benefit activities to improve health and well-being in the communities it serves. These activities include health education, screenings, subsidized clinical services, research, cash and in-kind donations, and community building. In FY2025, Otero County Hospital Association invested $1,899,031 in community benefit programs, potentially impacting 13,060 individuals.
Form 990, Part III, Line 4d Description of other program services	(Expenses $ 1,181,991 including grants of $ 1,181,991)(Revenue $ 0) OTERO COUNTY HOSPITAL ASSOCIATION ALSO UNDERTOOK ADDITIONAL ACTIVITIES OF COMPARABLE IMPORTANCE, INCLUDING THOSE CONDUCTED WITH VOLUNTEER LABOR OR SMALLER IN TERMS OF EXPENSES RELATED TO THE POOR & UNDESERVED AND BROADER COMMUNITY. POOR & UNDERSERVED: EXPENSES OF $1,480 BROADER COMMUNITY: EXPENSES OF $955,573, GRANTS OF $334,098 ADDITIONAL GRANTS: EXPENSES OF $224,938; GRANTS OF $847,893
Form 990, Part VI, Line 2 Family/business relationships amongst interested persons	PAUL GENERALE, SAM BAGCHI, MD, KIMBERLY KING WEBB, AND RANDY SAFADY: - Business relationship
Form 990, Part VI, Line 6 Classes of members or stockholders	EFFECTIVE JULY 1, 2023, THE MEDICAL CENTER ENTERED INTO AN AGREEMENT WITH CHRISTUS HEALTH WHEREBY BOTH PARTIES AGREED THAT THE MEDICAL CENTER SHOULD HAVE A SOLE CORPORATE MEMBER AND THAT CHRISTUS HEALTH SHOULD BE THE SOLE CORPORATE MEMBER OF THE MEDICAL CENTER.
Form 990, Part VI, Line 7a Members or stockholders electing members of governing body	CHRISTUS HEALTH, THE SOLE MEMBER, HAS THE POWER TO ELECT OR APPOINT ONE OR MORE MEMBERS OF THE GOVERNING BODY.
Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders	GOVERNANCE DECISIONS ARE RESERVED TO OR SUBJECT TO APPROVAL BY CHRISTUS HEALTH, THE SOLE MEMBER.
Form 990, Part VI, Line 11b Review of form 990 by governing body	THE FORM 990 IS PREPARED AND REVIEWED BY THE ORGANIZATION'S EXTERNAL INDEPENDENT ACCOUNTANTS. THE CHRISTUS HEALTH ACCOUNTING DEPARTMENT WORKS WITH AN EXTERNAL ACCOUNTING FIRM IN PREPARATION AND REVIEW OF THE FORM 990. THE FILING ORGANIZATION'S CFO, OR OTHER DESIGNEE, REVIEWS THE FORM 990. THE FINAL FORM 990 THAT WILL BE FILED WITH THE IRS IS POSTED TO A SECURE INTERNET PORTAL FOR ALL MEMBERS OF THE BOARD OF DIRECTORS TO VIEW. REVIEW OF THE FINAL FORM 990 OCCURS PRIOR TO FILING WITH THE IRS IN THE SPRING OF 2026 VIA EITHER MEETING, CONFERENCE CALL, OR WEB PORTAL POLLING TOOL BY THE RESPECTIVE CHRISTUS ORGANIZATION'S BOARD, BASED ON A SET OF SUGGESTED REVIEW PROCESSES DEVELOPED BY CHRISTUS HEALTH.
Form 990, Part VI, Line 12c Conflict of interest policy	AT THE END OF EACH CALENDAR YEAR, THE CHRISTUS HEALTH CORPORATE SECRETARY DISTRIBUTES A CONFLICT OF INTEREST QUESTIONNAIRE TO ALL OF THE ORGANIZATION'S BOARD AND COMMITTEE MEMBERS FOR COMPLETION PRIOR TO THE 1ST OF JANUARY IN THE NEXT YEAR. THE CORPORATE SECRETARY THOROUGHLY REVIEWS ALL COMPLETED AND EXECUTED CONFLICT OF INTEREST QUESTIONNAIRE FORMS TO ENSURE ACCURACY AND THAT NO POTENTIAL OR IDENTIFIED CONFLICT IS DISCLOSED OR EXISTS. THE ORGANIZATION'S BOARD OF DIRECTORS IS RESPONSIBLE FOR ENFORCEMENT OF THE CONFLICT OF INTEREST POLICY OF THE ORGANIZATION.
Form 990, Part VI, Line 15a Process to establish compensation of top management official	THE EXECUTIVE COMPENSATION COMMITTEE OF CHRISTUS HEALTH DETERMINES THE COMPENSATION OF THE CEO (OR EXECUTIVE DIRECTOR, AS APPLICABLE), OFFICERS AND KEY EMPLOYEES OF CHRISTUS HEALTH AND CERTAIN OTHER OFFICERS AND KEY EMPLOYEES OF RELATED ORGANIZATIONS, INCLUDING OTERO COUNTY HOSPITAL ASSOCIATION. THE EXECUTIVE COMPENSATION COMMITTEE IS COMPOSED OF INDIVIDUALS WHO HAVE NO CONFLICT OF INTEREST WITH THE COMPENSATION ARRANGEMENTS AT HAND. THE EXECUTIVE COMPENSATION COMMITTEE OF THE CHRISTUS HEALTH BOARD SELECTS AN INDEPENDENT EXTERNAL FIRM TO PERFORM AN INDEPENDENT COMPENSATION REVIEW, TO ENSURE THAT ALL COMPENSATION IS REASONABLE AND COMPARABLE TO OTHER SIMILARLY SITUATED ORGANIZATIONS, FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS, AND TO PROVIDE SUPPORTING INFORMATION OF COMPENSATION DECISIONS. ON AN ANNUAL BASIS THE EXTERNAL CONSULTANT: 1. DEVELOPS THE MERIT INCREASE RECOMMENDATIONS FOR ALL DESIGNATED SYSTEM EXECUTIVES BASED ON MARKET COMPARABILITY. 2. RECOMMENDS THE CHANGES IN THE COMPENSATION STRUCTURE (GRADES) BASED ON THE MARKET CHANGES. 3. COMPLETES A REVIEW AND EVALUATION OF NEWLY CREATED POSITIONS TO RECOMMEND A GRADE PLACEMENT TO THE COMMITTEE FOR ITS DISCUSSION AND APPROVAL. ON A BI-ANNUAL BASIS, THE EXTERNAL CONSULTANT COMPLETES A DETAILED REVIEW OF ALL OTHER DESIGNATED SYSTEM EXECUTIVES' COMPENSATION AND BENEFITS. THIS GROUP INCLUDES ALL TOP MANAGEMENT OFFICIALS, OTHER OFFICERS AND KEY LEADERS OF THE ORGANIZATION. THE REVIEW INCLUDES RECOMMENDATIONS TO THE COMMITTEE ON ANY CHANGES NECESSARY IN EITHER SPECIFIC COMPENSATION OR COMPENSATION STRUCTURE TO ENSURE MARKET COMPETITIVENESS, REASONABLENESS AND INTERNAL EQUITY. UPON RECOMMENDATIONS FROM THE INDEPENDENT EXTERNAL FIRM, THE EXECUTIVE COMPENSATION COMMITTEE MAKES FINAL COMPENSATION DECISIONS. ADDITIONALLY, THE EXECUTIVE COMPENSATION COMMITTEE REVIEWS ALL COMPENSATION PAYMENTS FOR EXCESS BENEFIT TRANSACTIONS. THE DISCUSSION AND DECISIONS OF THE COMMITTEE ARE DOCUMENTED AND FORMALIZED IN THE COMMITTEE MINUTES AND MAINTAINED ON RECORD. THE FILING ORGANIZATION DETERMINES THE COMPENSATION OF THE SECRETARY BY USE OF AN INDEPENDENT AND EXTERNAL CONSULTANT. THE CONSULTANT HELPS DETERMINE PAY RATES FOR THE ASSOCIATES OF THE FILING ORGANIZATION, TAKING INTO ACCOUNT MARKET DATA AND SHIFT DIFFERENTIAL. THE COMPENSATION RATES ARE APPROVED BY THE FILING ORGANIZATION. BASED ON THE AFOREMENTIONED PROCEDURE, THE SECRETARY'S COMPENSATION IS NOT REVIEWED BY A COMPENSATION COMMITTEE.
Form 990, Part VI, Line 19 Required documents available to the public	THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS OF CHRISTUS HEALTH ARE MADE AVAILABLE TO THE PUBLIC VIA THE CHRISTUS HEALTH WEBSITE. THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT MADE AVAILABLE TO THE PUBLIC.
Form 990, Part VIII, Line 2f Other Program Service Revenue	OTHER OPERATING REVENUE - Total Revenue: 2280575, Related or Exempt Function Revenue: 2280575, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ;
Form 990, Part IX, Line 11g Other Fees	Other Purchased Services: Less Lobbying - Total Expense: 24801758, Program Service Expense: 20150493, Management and General Expenses: 4651265, Fundraising Expenses: ; Medical Services - Total Expense: 17763646, Program Service Expense: 17763646, Management and General Expenses: , Fundraising Expenses: ; Physician Services - Total Expense: 15803734, Program Service Expense: 15803734, Management and General Expenses: , Fundraising Expenses: ; Repairs & Maintenance Services - Total Expense: 7986168, Program Service Expense: 7076642, Management and General Expenses: 909526, Fundraising Expenses: ; Consulting Services - Total Expense: 6595949, Program Service Expense: 5028843, Management and General Expenses: 1567106, Fundraising Expenses: ; Collection Services - Total Expense: 1283569, Program Service Expense: 1218249, Management and General Expenses: 65320, Fundraising Expenses: ; Other Professional Services - Total Expense: -3263, Program Service Expense: -3263, Management and General Expenses: 0, Fundraising Expenses: ; Occupancy Related Services - Total Expense: 726595, Program Service Expense: 726595, Management and General Expenses: , Fundraising Expenses: ; Marketing Services - Total Expense: 3045, Program Service Expense: 3045, Management and General Expenses: , Fundraising Expenses: ;
Form 990, Part XI, Line 9 Other changes in net assets or fund balances	INTERCOMPANY - -81640613; Total - -81640613;

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

- TIN:

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

OTERO COUNTY HOSPITAL ASSOCIATION

Employer identification number

85-0138775

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
(1) GERALD CHAMPION-SIERRA PROVIDENCE CARDIAC CATH LAB LLC 2669 SCENIC DRIVE ALAMOGORDO,NM88310 61-1753921	HEALTHCARE SERVICES	NM	0	0	OCHA

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?
(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	Yes	No
(1)ALIGNED PROVIDERS OF EAST TEXAS 1315 DOCTORS DRIVE TYLER,TX75701 46-5720165	HEALTHCARE SERVICES	TX	501(c)(3)	3	MFH REG	Yes
(2)CH WILKINSON PHYSICIAN NETWORK 1700 WEST LOOP SOUTH STE 400B HOUSTON,TX77027 76-0422435	HEALTHCARE SERVICES	TX	501(c)(3)	Type I	CH	Yes
(3)CHAMPION EMS 2201 S MOBBERLY AVE LONGVIEW,TX75602 75-2747708	HEALTHCARE SERVICES	TX	501(c)(3)	10	MFH REG	Yes
(4)CHRISTUS CONNECTED CARE NETWORK 5101 N OCONNOR BLVD IRVING,TX75039 47-3403356	SUPP HEALTHCARE SERVICES	TX	501(c)(4)		CH	Yes
(5)CHRISTUS CONTINUING CARE 1700 W LOOP SOUTH SUITE 1100 HOUSTON,TX77027 74-2898615	HEALTHCARE SERVICES	TX	501(c)(3)	3	CH	Yes
(6)CHRISTUS FOUNDATION FOR HEALTHCARE PO BOX 1919 HOUSTON,TX77251 74-6074210	SUPP HEALTHCARE SERVICES	TX	501(c)(3)	7	CH	Yes
(7)CHRISTUS FOUNDATION SHREVEPORT-BOSSIER ONE ST MARY PLACE SHREVEPORT,LA71101 72-1219280	SUPP HEALTHCARE SERVICES	LA	501(c)(3)	7	NOLA	Yes
(8)CHRISTUS GOOD SHEPHERD MEDICAL CENTER 811 SOUTH WASHINGTON AVE MARSHALL,TX75670 75-0974351	HEALTHCARE SERVICES	TX	501(c)(3)	3	NETXNL	Yes
(9)CHRISTUS HEALTH 5101 N OCONNOR BLVD IRVING,TX75039 76-0590551	SUPP HEALTHCARE SERVICES	TX	501(c)(3)	10	NA		No
(10)CHRISTUS HEALTH ARK-LA-TEX 2600 ST MICHAEL DRIVE TEXARKANA,TX75503 75-2796815	HEALTHCARE SERVICES	TX	501(c)(3)	Type II	NETXNL	Yes
(11)CHRISTUS HEALTH CENTRAL LOUISIANA 3330 MASONIC DRIVE ALEXANDRIA,LA71301 72-0408984	HEALTHCARE SERVICES	LA	501(c)(3)	3	CH	Yes
(12)CHRISTUS HEALTH FDN OF SOUTHEAST TX 2830 CALDER BEAUMONT,TX77702 76-0136274	SUPP HEALTHCARE SERVICES	TX	501(c)(3)	Type I	SETX	Yes
(13)CHRISTUS HEALTH FOUNDATION 5101 N OCONNOR BLVD IRVING,TX75039 61-1500100	SUPP HEALTHCARE SERVICES	TX	501(c)(3)	Type I	CH	Yes
(14)CHRISTUS HEALTH GULF COAST PO BOX 922037 HOUSTON,TX77292 76-0591592	HEALTHCARE SERVICES	TX	501(c)(3)	7	CCC	Yes
(15)CHRISTUS HEALTH INTERNATIONAL 5101 N OCONNOR BLVD IRVING,TX75039 46-2811167	SUPP HEALTHCARE SERVICES	TX	501(c)(3)	Type I	CH STRA GRTH	Yes
(16)CHRISTUS HEALTH LATIN AMERICA 5101 N OCONNOR BLVD IRVING,TX75039 46-2816604	SUPP HEALTHCARE SERVICES	TX	501(c)(3)	Type I	CH STRA GRTH	Yes
(17)CHRISTUS HEALTH NORTHERN LOUISIANA ONE SAINT MARY PLACE SHREVEPORT,LA75039 72-0408982	HEALTHCARE SERVICES	LA	501(c)(3)	3	NETXNL	Yes
(18)CHRISTUS HEALTH PLAN 5101 N OCONNOR BLVD IRVING,TX75039 45-2106295	HEALTH PLAN	TX	501(c)(4)		CH	Yes
(19)CHRISTUS HEALTH PLAN LOUISIANA 5101 N OCONNOR BLVD IRVING,TX75039 46-4617988	MEDICAID HMO	LA	501(c)(4)		CH	Yes
(20)CHRISTUS HEALTH SOUTHEAST TEXAS 2830 CALDER STREET BEAUMONT,TX77726 76-0591590	HEALTHCARE SERVICES	TX	501(c)(3)	3	CH	Yes
(21)CHRISTUS HEALTH SOUTHWESTERN LOUISIANA 524 DR MICHAEL DEBAKEY DR LAKE CHARLES,LA70601 72-0411322	HEALTHCARE SERVICES	LA	501(c)(3)	3	CH	Yes
(22)CHRISTUS HEALTH STRATEGIC GROWTH 5101 N OCONNOR BLVD IRVING,TX75039 46-2798043	SUPP HEALTHCARE SERVICES	TX	501(c)(3)	Type I	CH	Yes
(23)CHRISTUS HOPKINS HEALTH ALLIANCE 115 AIRPORT RD SULPHUR SPRINGS,TX75482 81-1708177	HEALTHCARE SERVICES	TX	501(c)(3)	3	NETXNL	Yes
(24)CHRISTUS NORTHEAST TEXAS AND NORTHERN LOUISIANA HEALTH SYSTEM CORPORATION 1315 DOCTORS DRIVE TYLER,TX75701 75-2616975	HEALTHCARE SERVICES	TX	501(c)(3)	Type II	CH	Yes
(25)CHRISTUS PEDIATRIC PHYSICIAN GROUP 5101 N OCONNOR BLVD IRVING,TX75039 46-5203505	HEALTHCARE SERVICES	TX	501(c)(3)	3	CH	Yes
(26)CHRISTUS SANTA ROSA FAMILY HEALTH CENTER 333 N SANTA ROSA STREET SAN ANTONIO,TX78207 74-2806531	HEALTHCARE SERVICES	TX	501(c)(3)	10	CSRHCC	Yes
(27)CHRISTUS SANTA ROSA HEALTH CARE CORPORATION 333 N SANTA ROSA STREET SAN ANTONIO,TX78207 74-1109665	HEALTHCARE SERVICES	TX	501(c)(3)	3	CH	Yes
(28)CHRISTUS SANTA ROSA MED CTR AUXILIARY 2827 BABCOCK ROAD SAN ANTONIO,TX78229 73-1655493	SUPP HEALTHCARE SERVICES	TX	501(c)(3)	10	CSRHCC	Yes
(29)CHRISTUS SANTA ROSA-SAN MARCOS FOUNDATION PO Box 912 SAN MARCOS,TX78667 74-2259907	SUPPORT	TX	501(c)(3)	7	SRHCC	Yes
(30)CHRISTUS SPOHN HEALTH SYSTEM CORPORATION 600 ELIZABETH STREET CORPUS CHRISTI,TX78404 74-1109836	HEALTHCARE SERVICES	TX	501(c)(3)	3	CH	Yes
(31)CHRISTUS SPOHN HTH SYSTEM DEVELOPMENT FOUNDATION 600 ELIZABETH STREET CORPUS CHRISTI,TX78404 74-1906005	SUPP HEALTHCARE SERVICES	TX	501(c)(3)	7	SPOHN HS	Yes
(32)CHRISTUS ST FRANCES CABRINI HOSPITAL AUXILIARY INC 3330 MASONIC DRIVE ALEXANDRIA,LA71301 23-7255175	SUPP HEALTHCARE SERVICES	LA	501(c)(3)	10	CHCL	Yes
(33)CHRISTUS ST MICHAEL FOUNDATION 2600 ST MICHAEL DRIVE TEXARKANA,TX75503 47-1655865	SUPP HEALTHCARE SERVICES	TX	501(c)(3)	7	ALT	Yes
(34)CHRISTUS ST PATRICK FOUNDATION 524 DR MICHAEL DEBAKEY DR LAKE CHARLES,LA70601 47-1496376	SUPP HEALTHCARE SERVICES	LA	501(c)(3)	7	SWLA	Yes
(35)Chritus Trinity Clinic Texas 1315 DOCTORS DRIVE TYLER,TX75701 75-2616977	HEALTHCARE SERVICES	TX	501(c)(3)	3	CH	Yes
(36)CHRISTUS-TRINITY MOTHER FRANCES FOUNDATION 1315 DOCTORS DRIVE TYLER,TX75701 75-2028241	SUPPORT	TX	501(c)(3)	Type I	NETXNL	Yes
(37)FRIENDS OF SANTA ROSA FOUNDATION 333 N SANTA ROSA STREET SAN ANTONIO,TX78207 74-2723391	SUPP HEALTHCARE SERVICES	TX	501(c)(3)	Type I	CSRHCC	Yes
(38)GOOD SHEPHERD FOUNDATION INC 700 E MARSHALL AVE LONGVIEW,TX75601 75-2056700	SUPPORT	TX	501(c)(3)	Type I	GSMC	Yes
(39)GOOD SHEPHERD HOSPITAL AUXILIARY 700 E MARSHALL AVE LONGVIEW,TX75601 23-7203364	SUPPORT	TX	501(c)(3)	10	GSH INC	Yes
(40)GOOD SHEPHERD MED CENTER - LINDEN INC 700 E MARSHALL AVE LONGVIEW,TX75601 01-0829282	HEALTHCARE SERVICES	TX	501(c)(3)	3	GSMC	Yes
(41)GOOD SHEPHERD MEDICAL CENTER - LINDEN FOUNDATION INC 404 N KAUFMAN LINDEN,TX75563 20-0845127	SUPPORT	TX	501(c)(3)	Type I	GSMC	Yes
(42)GSHS ADMINISTRATIVE SERVICES ORG INC 700 E MARSHALL AVE LONGVIEW,TX75601 86-1132471	ADMIN SUPPORT	TX	501(c)(3)	Type I	GSMC	Yes
(43)HOPKINS CTY PHYSICIAN SERVICES 115 AIRPORT RD SULPHUR SPRINGS,TX75482 26-0637742	CLINIC	TX	501(c)(3)	3	CHHA	Yes
(44)MARSHALL HOSPITAL FOUNDATION INC 811 SOUTH WASHINGTON AVE MARSHALL,TX75670 75-2605699	HEALTHCARE SERVICES	TX	501(c)(3)	7	GSMC	Yes
(45)MOTHER FRANCES HOSPITAL - JACKSONVILLE 1315 DOCTORS DRIVE TYLER,TX75701 75-1976930	HOSPITAL	TX	501(c)(3)	3	NETXNL	Yes
(46)MOTHER FRANCES HOSPITAL - WINNSBORO 1315 DOCTORS DRIVE TYLER,TX75701 75-2771569	HOSPITAL	TX	501(c)(3)	3	NETXNL	Yes
(47)MOTHER FRANCES HOSPITAL REGIONAL HEALTH CARE CENTER 1315 DOCTORS DRIVE TYLER,TX75701 75-0818167	HOSPITAL	TX	501(c)(3)	3	NETXNL	Yes
(48)REGIONAL MEDICAL SERVICES ASSOCIATION 1315 DOCTORS DRIVE TYLER,TX75701 75-2511459	HEALTHCARE SERVICES	TX	501(c)(3)	3	CTC	Yes
(49)SPECIALTY PHYSICIANS OF CENTRAL TEXAS 1301 WONDER WORLD DRIVE SAN MARCOS,TX78666 20-8814408	HEALTHCARE SERVICES	TX	501(c)(3)	3	CTC	Yes
(50)ST FRANCES CABRINI HOSPITAL FOUNDATION OF ALEXANDRIA 3330 MASONIC DRIVE ALEXANDRIA,LA71301 72-0998302	SUPP HEALTHCARE SERVICES	LA	501(c)(3)	7	CHCL	Yes
(51)ST VINCENT HOSPITAL PO BOX 2107 SANTA FE,NM87504 85-0106941	HOSPITAL	NM	501(c)(3)	3	CH	Yes
(52)ST VINCENT HOSPITAL FOUNDATION 455 ST MICHAELS DRIVE SANTA FE,NM87505 85-0282847	FUNDRAISING ACTIVITIES	NM	501(c)(3)	Type I	SVH	Yes
(53)THE GOOD SHEPHERD HOSPITAL INC 700 E MARSHALL AVE LONGVIEW,TX75601 75-1041154	HEALTHCARE SERVICES	TX	501(c)(3)	3	GSMC	Yes
(54)TRINCARE INC 1315 DOCTORS DRIVE TYLER,TX75701 75-2161369	HEALTHCARE SERVICES	TX	501(c)(3)	10	CCC	Yes
(55)Gerald Champion Regional Medical Center Foundation 2669 SCENIC DRIVE ALAMOGORDO,NM88310 85-0352051	FUNDRAISING ACTIVITIES	NM	501(c)(3)	Type I	OCHA	Yes
(56)Santa Rosa Children's Hospital Foundation PO Box 1661 SAN ANTONIO,TX78296 74-1224362	FUNDRAISING ACTIVITIES	TX	501(c)(3)	7	SRHCC	Yes
(57)Christus St Joseph Village 5101 N OCONNOR BLVD IRVING,TX75039 01-0829282	Senior living	TX	501(c)(3)	10	GSMC Linden	Yes
(58)Continue Care Hospital of Tyler Inc 7950 Legacy Drive 1000 Plano,TX75024 20-0991990	HOSPITAL	TX	501(c)(3)	3	NETXNL	Yes

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50135Y

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
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity		(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership
(1) CENTRAL LOUISIANA SURGICAL HOSPITAL LLC 651 NORTH BOLTON AVE ALEXANDRIA,LA71301 26-4732398	SURGICAL CENTER	LA	NA
(2) CHRISTUS SURGERY CENTER - VILLAGES LLC 1453 E BERT KOUNS SHREVEPORT,LA71108 84-4975265	SURGICAL CENTER	LA	NA
(3) CHRISTUS AMBULATORY SURGERY CENTER AT OLYMPIA HILLS LLC 13525 CENTERBROOK 100 UNIVERSAL CITY,TX78148 38-4092858	SURGICAL CENTER	TX	NA
(4) CHRISTUS CENTER FOR SPECIAL SURGERY 14603 HUEBNER RD SAN ANTONIO,TX78240 99-0686547	SURGICAL CENTER	TX	NA
(5) CHRISTUS SURGERY CENTER - WESTOVER HILLS LLC 1927 ROGERS RD SAN ANTONIO,TX78251 85-1975909	SURGICAL CENTER	TX	NA
(6) NEW BRAUNFELS SURGICAL CENTER LLC 333 N SANTA ROSA ST SAN ANTONIO,TX78207 81-0571408	HEALTHCARE SERVICES	TX	NA
(7) CHRISTUS SANTA ROSA AMBULATORY SURGERY CENTERS SAN ANTONIO LLC 333 N SANTA ROSA ST SAN ANTONIO,TX78207 41-2092141	HEALTHCARE SERVICES	TX	NA
(8) CHRISTUS SANTA ROSA OUTPATIENT SURGERY NEW BRAUNFELS LP 333 N SANTA ROSA ST SAN ANTONIO,TX78207 81-0571409	HEALTHCARE SERVICES	TX	NA
(9) GOOD SHEPHERD NORTH PARK LP 700 E MARSHALL AVE LONGVIEW,TX75601 46-4834106	HEALTHCARE SERVICES	TX	NA
(10) GOOD SHEPHERD AMBULATORY SURGICAL LTD 700 E MARSHALL AVE LONGVIEW,TX75601 90-0259782	HEALTHCARE SERVICES	TX	NA
(11) GSHS CUSTOMER SERVICE BUILDING I LTD 700 E MARSHALL AVE LONGVIEW,TX75601 02-0636726	CUSTOMER SERVICES	TX	NA
(12) ST ELIZABETH REHAB PARTNERS LLP 2830 CALDER STREET BEAUMONT,TX77702 20-5657181	HEALTHCARE SERVICES	TX	NA
(13) NORTHERN LOUISIANA CARDIAC SERVICES LLC 1751 IMPERIAL BLVD LAKE CHARLES,LA70605 81-3198914	SURGICAL CENTER	LA	NA
(14) SOUTH RYAN MRI LLC 650 DR MICHAEL DEBAKEY DRIVE LAKE CHARLES,LA70601 74-3103662	IMAGING SERVICES	LA	NA
(15) ALAMOGORDO IMAGING CENTER LLC 2669 SCENIC DRIVE ALAMOGORDO,NM88310 20-1451281	IMAGING SERVICES	NM	OCHA	Related	145,724	783,518		No	0		No	51 %
(16) CHAMPION HEALTH CARE LLC 2669 SCENIC DRIVE ALAMOGORDO,NM88310 85-0860214	HEALTHCARE SERVICES	NM	OCHA	Related	13,311	88,434		No	0		No	51 %
(17) WHITE SANDS HEALTH CARE SYSTEMS LLC 2669 SCENIC DRIVE ALAMOGORDO,NM88310 85-0438529	HEALTHCARE SERVICES	NM	OCHA									50 %
(18) SANTA FE IMAGING LLC 1640 HOSPITAL DR SANTA FE,NM87505 85-0465936	IMAGING CENTER	NM	NA
(19) SANTA FE MEDICAL PROPERTIES LLC 455 SAINT MICHAELS DR SANTA FE,NM87505 20-1480795	LEASING	NM	NA
(20) IMPERIAL CALCASIEU SURGICAL CENTER LLC 1757 IMPERIAL RD LAKE CHARLES,LA70605 20-5109610	ASC	LA	NA
(21) GSHS CUSTOMER SERVICE BUILDING LLC 700 E MARSHALL AVE LONGVIEW,TX75601 72-0896055	CUSTOMER SERVICES	TX	NA
(22) Christus Cardiac Surgery Center LLC 5101 N OCONNOR BLVD IRVING,TX75039 99-0803350	SURGICAL CENTER	TX	NA
(23) Christus Latam Hub Center of Excellence and Innovation 5101 N OCONNOR BLVD IRVING,TX75039 99-9999999	HEALTHCARE SERVICES	TX	NA
(24) CHC Community Care LLC 5101 N OCONNOR BLVD IRVING,TX75039 37-1485773	HEALTHCARE SERVICES	TX	NA
(25) GERALD CHAMPION-SIERRA PROVIDENCE CARDIAC CATH LAB LLC 2669 SCENIC DRIVE ALAMOGORDO,NM88311 61-1753921	HEALTHCARE SERVICES	NM	OCHA									51 %

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?
(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	Yes	No
(1) CHRISTUS TEXARKANA UNIT OWNERS ASSOCIATION 2600 ST MICHAEL DRIVE TEXARKANA,TX75503 47-2486362	BUILDING ASSOCIATION	TX	NA	C Corporation				Yes
(2) CHRISTUS AMBULATORY SERVICES HOLDINGS 5101 N OCONNOR BLVD IRVING,TX75039 47-2897722	HEALTHCARE SERVICES	TX	NA	C Corporation				Yes
(3) DEDICATED SYSTEM SUPPORT INC 5101 N OCONNOR BLVD IRVING,TX75039 81-0861043	MANAGEMENT SERVICES	TX	NA	C Corporation				Yes
(4) SAN MARCOS REGIONAL MRI 1301 WONDER WORLD DRIVE SAN MARCOS,TX78666 77-0597968	HEALTHCARE SERVICES	TX	NA	C Corporation				Yes
(5) CHRISTUS LOUISIANA QUALITY ALLIANCE 5101 N OCONNOR BLVD IRVING,TX75039 47-4618648	ACO	LA	NA	C Corporation				Yes
(6) CHRISTUS MUGUERZA SAPI DE CV HIDALGO PTE 2525 G40G0 OBISPADO MONTERRE MX	HEALTHCARE SERVICES	MX	NA	C Corporation				Yes
(7) EMERALD ASSURANCE CAYMAN LTD PO BOX 1051 GRAND CAYMANKY11102 CJ 98-0407545	INSURANCE	CJ	NA	C Corporation				Yes
(8) ARK-LA-TEX HEALTH NETWORK PO BOX 2911 TEXARKANA,TX75504 75-2562459	HEALTHCARE SERVICES	TX	NA	C Corporation				Yes
(9) CHRISTUS CHILE SPA MIRAFLORES 222 28TH FLOOR SANTIAGO8320198 CI	INVESTING	CI	NA	C Corporation				Yes
(10) CHRISTUS SOUTHEAST TEXAS PHO 3010 HARRISON STREET SUITE 202 BEAUMONT,TX77702 76-0429902	MEDICAL SERVICES	TX	NA	C Corporation				Yes
(11) HEALTH VENTURES OF SOUTHEAST TEXAS INC 3000 GATES BLVD PORT ARTHUR,TX77640 76-0397263	BUILDING RENT	TX	NA	C Corporation				Yes
(12) AMATISTA FINANCING COMPANY LTD 3RD FL1ST CARIBBEAN HOUSE GEORGETOWNKY11104 CJ	FINANCING	CJ	NA	C Corporation				Yes
(13) OCCUPATIONAL HEALTH SERVICES INC 524 DR MICHAEL DEBAKEY DRIVE LAKE CHARLES,LA70601 72-1217389	MEDICAL SERVICES	LA	NA	C Corporation				Yes
(14) SOUTH RYAN DEVELOPMENT CORPORATION 524 DR MICHAEL DEBAKEY DRIVE LAKE CHARLES,LA70601 72-1183790	LEASING BULDINGS	LA	NA	C Corporation				Yes
(15) SOUTHWESTERN LOUISIANA PHYSICIAN HOSPITAL ORGANIZATION INC 524 DR MICHAEL DEBAKEY DRIVE LAKE CHARLES,LA70601 72-1274256	HEALTHCARE SERVICES	LA	NA	C Corporation				Yes
(16) CH COLUMBIA SAS CL 70 A 4 41 BOGOTA CO	HEALTHCARE SERVICES	CO	NA	C Corporation				Yes
(17) CLINICA PALMA REAL SAS CARRERA 28 44 35 CALI CO	HEALTHCARE SERVICES	CO	NA	C Corporation				Yes
(18) SINERGIA GLOBAL EN SALUD SAS CARRERA 44 A 9 C 67 CALI CO	HEALTHCARE SERVICES	CO	NA	C Corporation				Yes
(19) HCMH RETAIL CLINIC 115 AIRPORT RD SULPHUR SPRINGS,TX75482 47-5417965	HEALTHCARE SERVICES	TX	NA	C Corporation				Yes
(20) EVANGELINE CLINICAL SERVICES INC 3330 MASONIC DRIVE ALEXANDIRA,LA71301 46-3977886	HEALTHCARE SERVICES	LA	NA	C Corporation				Yes
(21) GOOD SHEPHERD HEALTH NETWORK 700 E MARSHALL AVE LONGVIEW,TX75601 75-2554695	INACTIVE	TX	NA	C Corporation				Yes
(22) GSHS ENTERPRISES HOLDING INC 700 E MARSHALL AVE LONGVIEW,TX75601 51-0412465	HOLDING COMPAY	DE	NA	C Corporation				Yes
(23) GSHS ENTERPRISES OPERATING 1 INC 700 E MARSHALL AVE LONGVIEW,TX75601 75-2954772	HEALTHCARE SERVICES	DE	NA	C Corporation				Yes
(24) GSHS ENTERPRISES OPERATING 2 INC 700 E MARSHALL AVE LONGVIEW,TX75601 75-2954777	HEALTHCARE SERVICES	DE	NA	C Corporation				Yes
(25) GSHS ENTERPRISES INC 700 E MARSHALL AVE LONGVIEW,TX75601 75-2027162	HEALTHCARE SERVICES	TX	NA	C Corporation				Yes
(26) MARSHALL PHYSICIAN HOSPITAL ORGANIZATION INC 700 E MARSHALL AVE LONGVIEW,TX75601 75-2580689	INACTIVE	TX	NA	C Corporation				Yes
(27) HEALTHPLAN OF TEXAS INC 1315 DOCTORS DRIVE TYLER,TX75701 75-2636862	THIRD PARTY ADMINISTRATION	TX	NA	C Corporation				Yes
(28) THE REGIONAL HEALTHCARE ALLIANCE 1315 DOCTORS DRIVE TYLER,TX75701 75-2484109	PREFER PROVIDER	TX	NA	C Corporation				Yes
(29) SCH MANAGEMENT SOLUTIONS INC ONE ST MARY PLACE SHREVEPORT,LA71101 72-1270625	MANAGEMENT JOINT VENTURES	LA	NA	C Corporation				Yes
(30) CENTRAL TEXAS PROVIDERS NETWORK 1301 WONDER WORLD DRIVE SAN MARCOS,TX78666 74-2827652	PHYSICIAN HOSPITAL	TX	NA	C Corporation				Yes
(31) LTACH CONDOMINIUM UNIT OWNERS ASSOC 600 ELIZABETH STREET CORPUS CHRISTI,TX77726 47-2404808	BUILDING ASSOCIATION	TX	NA	C Corporation				Yes
(32) SPOHN HEALTH NETWORK 600 ELIZABETH STREET CORPUS CHRISTI,TX78404 74-2616328	HEALTH PLAN	TX	NA	C Corporation				Yes
(33) SPOHN INVESTMENT CORPORATION 600 ELIZABETH STREET CORPUS CHRISTI,TX78404 74-2322574	RENTALS	TX	NA	C Corporation				Yes
(34) CENTRAL TX HEALTHCARE COLLABORATIVE 1301 Wonderland Dr San Marcos,TX78666 45-3739929	SUPPORT	TX	NA	C Corporation				Yes
(35) HOSPITAL BUILDING CONDO OWNERS ASSOCIATION INC 5101 N OCONNOR BLVD IRVING,TX75039 99-9999999	SUPPORT	TX	NA	C Corporation				Yes
(36) RELIANCE BENEFITS INC 1315 DOCTORS DRIVE TYLER,TX75701 75-2642104	HEALTHCARE SERVICES	TX	NA	C Corporation				Yes
(37) Otero County Medical Group Inc 2669 SCENIC DRIVE ALAMOGORDO,NM88310 99-9999999	HEALTHCARE SERVICES	NM	OCHA	C Corporation	0	0		Yes
(38) Alamogordo Home Health Care and Hospice Inc PO Drawer 29 ALAMOGORDO,NM88310 26-1674556	HEALTHCARE SERVICES	NM	NA	C Corporation				Yes

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

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 .....................

Yes

b Gift, grant, or capital contribution to related organization(s) ............................

c Gift, grant, or capital contribution from related organization(s) ............................

d Loans or loan guarantees to or for related organization(s) ............................

e Loans or loan guarantees by related organization(s) ............................

f Dividends from related organization(s) ............................

Yes

g Sale of assets to related organization(s) ............................

Yes

h Purchase of assets from related organization(s) ............................

i Exchange of assets with related organization(s) ............................

j Lease of facilities, equipment, or other assets to related organization(s) .......................

Yes

k Lease of facilities, equipment, or other assets from related organization(s) ......................

Yes

l Performance of services or membership or fundraising solicitations for related organization(s) .....................

Yes

m Performance of services or membership or fundraising solicitations by related organization(s) .................

Yes

n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................

o Sharing of paid employees with related organization(s) ............................

Yes

p Reimbursement paid to related organization(s) for expenses ............................

Yes

q Reimbursement paid by related organization(s) for expenses ............................

Yes

r Other transfer of cash or property to related organization(s) ............................

s Other transfer of cash or property from related organization(s) ............................

Yes

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) Alamogordo Home Health Care and Hospice	A	47,040	FAIR MARKET VALUE
(2) Alamogordo Home Health Care and Hospice	J	50,960	FAIR MARKET VALUE
(3) Alamogordo Imaging Center LLC	A	146,729	FAIR MARKET VALUE
(4) Alamogordo Imaging Center LLC	M	5,078,405	FAIR MARKET VALUE
(5) Alamogordo Imaging Center LLC	L	3,551,917	FAIR MARKET VALUE
(6) Alamogordo Imaging Center LLC	Q	72,284	FAIR MARKET VALUE
(7) Alamogordo Imaging Center LLC	F	72,284	FAIR MARKET VALUE
(8) Alamogordo Imaging Center LLC	J	122,864	FAIR MARKET VALUE
(9) Alamogordo Surgery Ventures LLC	A	547,741	FAIR MARKET VALUE
(10) Alamogordo Surgery Ventures LLC	L	5,840,399	FAIR MARKET VALUE
(11) Alamogordo Surgery Ventures LLC	M	5,735,140	FAIR MARKET VALUE
(12) Alamogordo Surgery Ventures LLC	K	88,093	FAIR MARKET VALUE
(13) Alamogordo Surgery Ventures LLC	J	627,950	FAIR MARKET VALUE
(14) Champion Home Health Care LLC	Q	80,295	FAIR MARKET VALUE
(15) Champion Home Health Care LLC	A	24,004	FAIR MARKET VALUE
(16) Champion Home Health Care LLC	F	56,291	FAIR MARKET VALUE
(17) CHRISTUS Trinity Clinic New Mexico LLC	L	15,934,825	FAIR MARKET VALUE
(18) CHRISTUS Trinity Clinic New Mexico LLC	M	132,077	FAIR MARKET VALUE
(19) Gerald Champion-Sierra Providence Cardiac Cath Lab	A	274,306	FAIR MARKET VALUE
(20) Gerald Champion-Sierra Providence Cardiac Cath Lab	Q	2,721,333	FAIR MARKET VALUE
(21) Gerald Champion-Sierra Providence Cardiac Cath Lab	O	758,685	FAIR MARKET VALUE
(22) Gerald Champion-Sierra Providence Cardiac Cath Lab	L	6,986,128	FAIR MARKET VALUE
(23) Gerald Champion-Sierra Providence Cardiac Cath Lab	M	6,732,856	FAIR MARKET VALUE
(24) Gerald Champion-Sierra Providence Cardiac Cath Lab	F	198,894	FAIR MARKET VALUE
(25) Gerald Champion-Sierra Providence Cardiac Cath Lab	J	234,576	FAIR MARKET VALUE

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)	(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
(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	Yes	No	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership

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

1	Briefly describe the organization’s mission or most significant activities: PROVISION OF HEALTH CARE SERVICES
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	7
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	3
5	Total number of individuals employed in calendar year 2024 (Part V, line 2a) ......	5	1,420
6	Total number of volunteers (estimate if necessary) .............	6	90
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	1,850,906
b	Net unrelated business taxable income from Form 990-T, Part I, line 11 .........	7b	70,423

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	2,223,342	430,534
9	Program service revenue (Part VIII, line 2g) .........	280,547,735	346,753,133
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	-3,109,271	-1,808,738
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	519,618	191,445
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	280,181,424	345,566,374
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	1,248,048	1,181,991
14	Benefits paid to or for members (Part IX, column (A), line 4).....		0
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	113,494,239	102,595,219
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)....	144,734,609	182,200,392
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	259,476,896	285,977,602
19	Revenue less expenses. Subtract line 18 from line 12.......	20,704,528	59,588,772
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	267,402,505	237,906,431
21	Total liabilities (Part X, line 26).............	72,388,767	61,199,967
22	Net assets or fund balances. Subtract line 21 from line 20.....	195,013,738	176,706,464

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 37,700,289 including grants of $ 0 ) (Revenue $ 69,263,279 )
	SEE SCHEDULE O

4b	(Code: ) (Expenses $ 126,451,193 including grants of $ 0 ) (Revenue $ 159,625,258 )
	SEE SCHEDULE O

4c	(Code: ) (Expenses $ 57,100,162 including grants of $ 0 ) (Revenue $ 117,865,687 )
	SEE SCHEDULE O

	(Code: ) (Expenses $ 1,181,991 including grants of $ 1,181,991 ) (Revenue $ 0 )
	OTERO COUNTY HOSPITAL ASSOCIATION ALSO UNDERTOOK ADDITIONAL ACTIVITIES OF COMPARABLE IMPORTANCE, INCLUDING THOSE CONDUCTED WITH VOLUNTEER LABOR OR SMALLER IN TERMS OF EXPENSES RELATED TO THE POOR & UNDESERVED AND BROADER COMMUNITY. POOR & UNDERSERVED: EXPENSES OF $1,480 BROADER COMMUNITY: EXPENSES OF $955,573, GRANTS OF $334,098 ADDITIONAL GRANTS: EXPENSES OF $224,938; GRANTS OF $847,893

4d	Other program services (Describe in Schedule O.)
	(Expenses $ 1,181,991 including grants of $ 1,181,991 ) (Revenue $ )
4e	Total program service expenses222,433,635

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)		(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
(A) Name and title
(18) CHARLES RACE........................................................................ PHYSICIAN	40.0 .......................0.0	X	1,013,373	0	76,346
(19) DREW MILLER........................................................................ PHYSICIAN	40.0 .......................0.0	X	732,198	0	40,996
(20) FERIAL ABOOD........................................................................ PHYSICIAN	40.0 .......................0.0	X	860,229	0	35,127

1b	Sub-Total..............
c	Total from continuation sheets to Part VII, Section A..
d	Total (add lines 1b and 1c).........	4,649,667	20,682,216	884,051

1a	Federated campaigns..		1a
b	Membership dues..		1b
c	Fundraising events..		1c
d	Related organizations		1d
e	Government grants (contributions)		1e	307,797

f	All other contributions, gifts, grants, and similar amounts not included above		1f	122,737

g	Noncash contributions included in lines 1a - 1f:$		1g

h Total. Add lines 1a-1f.......		430,534

		Business Code
2a	NET PATIENT SERVICE REVENUE	621110	335,317,125	335,317,125
b	PHARMACY REVENUE	456110	5,978,595	4,173,764	1,804,831
c	340B PHARMACY REVENUE	456110	1,516,186	1,516,186
d	CAFETERIA/CATERING	722320	1,542,176	1,496,101	46,075
e	REBATES	900099	118,476	118,476
f	All other program service revenue.		2,280,575	2,280,575	0	0
g	Total. Add lines 2a–2f .....		346,753,133

3 Investment income (including dividends, interest, and othersimilar amounts) ......			757,915			757,915
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
			(i) Real	(ii) Personal
6a	Gross rents	6a	1,153,222
b	Less: rental expenses	6b	962,868
c	Rental income or (loss)	6c	190,354	0
d	Net rental income or (loss).......			190,354			190,354
			(i) Securities	(ii) Other
7a	Gross amount from sales of assets other than inventory	7a	27,410,331	69,397
b	Less: cost or other basis and sales expenses	7b	30,046,381
c	Gain or (loss)	7c	-2,636,050	69,397
d	Net gain or (loss).........			-2,566,653			-2,566,653
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..

Business Code
11a	PURCHASE DISCOUNTS		900099	1,091	1,091
b
c
d	All other revenue ....			0	0	0	0
e	Total. Add lines 11a–11d ......			1,091
12	Total revenue. See instructions.....			345,566,374	344,903,318	1,850,906	-1,618,384

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....	999,063	999,063
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........	182,928	182,928
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............
4	Benefits paid to or for members .......
5	Compensation of current officers, directors, trustees, and key employees ...........	2,197,008	659,102	1,537,906
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........	78,344,565	73,032,176	5,312,389
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	825,310		825,310
9	Other employee benefits .......	16,049,953	8,204,166	7,845,787
10	Payroll taxes ...........	5,178,383	2,554,562	2,623,821
11	Fees for services (non-employees):
a	Management ......	427,552	427,552
b	Legal .........	119,818	108,964	10,854
c	Accounting ...........	147,452		147,452
d	Lobbying ...........	429		429
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	74,961,201	67,767,984	7,193,217	0
12	Advertising and promotion ....	86,696	93,416	-6,720
13	Office expenses .......	7,223,817	5,779,160	1,444,657
14	Information technology ......	779,404	603,764	175,640
15	Royalties ..
16	Occupancy ...........	2,613,710	2,612,841	869
17	Travel ............	186,066	104,325	81,741
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....	501,959	397,964	103,995
20	Interest ...........	79,181	77,700	1,481
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..	14,824,213	14,761,330	62,883
23	Insurance ...	15,733,070	9,610,238	6,122,832
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/DRUGS	31,791,205	31,745,882	45,323	0
b	TAX EXPENSE	12,400,148	202,499	12,197,649	0
c	Provision for Uncollectable	11,988,953	0	11,988,953	0
d	INSURANCE PLAN CLAIM EXPENSE RISK	8,082,111	0	8,082,111	0
e	All other expenses	253,407	2,508,019	-2,254,612	0
25	Total functional expenses. Add lines 1 through 24e	285,977,602	222,433,635	63,543,967	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).

1	Cash–non-interest-bearing ........			14,032,976	1	1,146,376
2	Savings and temporary cash investments .........			5,714,037	2	385,217
3	Pledges and grants receivable, net ......				3
4	Accounts receivable, net .............			31,082,949	4	29,651,058
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 ...........			0	7	863,605
8	Inventories for sale or use ............			6,788,598	8	7,141,917
9	Prepaid expenses and deferred charges ......			3,824,651	9	2,780,369
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	175,456,230
b	Less: accumulated depreciation	10b	28,044,104	159,065,435	10c	147,412,126
11	Investments—publicly traded securities .			23,069,147	11	4,258,042
12	Investments—other securities. See Part IV, line 11 .....			6,825,242	12	7,740,681
13	Investments—program-related. See Part IV, line 11 ..			0	13
14	Intangible assets ...............			7,996,969	14	15,433,883
15	Other assets. See Part IV, line 11 ...........			9,002,501	15	21,093,157
16	Total assets. Add lines 1 through 15 (must equal line 33)...			267,402,505	16	237,906,431

17	Accounts payable and accrued expenses .....	67,775,615	17	10,617,812
18	Grants payable ...		18
19	Deferred revenue .........	0	19	40,586
20	Tax-exempt bond liabilities .........		20
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 ..		23
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	4,613,152	25	50,541,569
26	Total liabilities. Add lines 17 through 25..	72,388,767	26	61,199,967

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	195,013,738	27	176,706,464
28	Net assets with donor restrictions ...........		28
	Organizations that do not follow FASB ASC 958, check here 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 ...........	195,013,738	32	176,706,464
33	Total liabilities and net assets/fund balances ........	267,402,505	33	237,906,431

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). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
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). . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
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). . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
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) .	Yes	No
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). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
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).. . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No