2024-05-09T16:02:06-05:00 2023-06-30 FORVIS LLP 111 South Tejon Suite 800 Colorado Springs CO 809039848 990 2022-07-01 850441767 SAN JUAN REGIONAL REHABILITATION HOSPITAL INC % JOHN MAYER SANJ 5056092625 525 SOUTH SCHWARTZ FARMINGTON NM 87401 JASON ROUNDS CEO 5056092625 2024-05-15 true JASON ROUNDS 999009999 Adam R Smith CPA P00958966 7194714290 2024-05-15 2 2022 2023-04-26 12:10:37Z JASON ROUNDS CEO 801 WEST MAPLE STREET FARMINGTON NM 87401 84109 false X WWW.SJRRH.COM X 1996 NM PROVIDE ACUTE AND CHRONIC REHABILITATION TO PATIENTS IN THE FOUR CORNERS AREA AS THE ONLY ACUTE REHABILITATION HOSPITAL. 12 12 0 2 0 0 84109 0 0 0 0 0 0 0 84109 0 0 0 0 0 0 0 0 0 84771 89495 84771 89495 -84771 -5386 1117408 1112022 0 0 1117408 1112022 PROVIDE ACUTE AND CHRONIC REHABILITATION TO PATIENTS IN THE FOUR CORNERS AREA AS THE ONLY ACUTE REHABILITATION HOSPITAL. false false 89495 0 0 SAN JUAN REGIONAL REHABILITATION HOSPITAL STOPPED OPERATIONS AS OF 7/1/2020 AND MERGED OPERATIONS WITH SAN JUAN REGIONAL MEDICAL CENTER. ALL PROGRAM ACCOMPLISHMENTS AND ACTIVTY IS REPORTED ON SAN JAUN REGIONAL MEDICAL CENTER, EIN 85-0127924, FORM 990. 89495 true true false false false false false false false false true false false false false false false true false false false false false false false false false false false true false false false false false false false false true false false false false true false false false true 0 0 0 true false false false false false false false false false false false false X 12 12 true false false false true true true true true false false true true true true true true false false false NM X JOHN MAYER 5056096114 801 WEST MAPLE STREET FARMINGTON NM 87401 DANIEL MANNAS DIRECTOR 1.0 40.0 X 0 927679 47671 JEFF BOURGEOIS CEO 2.0 38.0 X 0 758828 80619 JOHN MAYER CFO 2.0 38.0 X 0 588949 72987 Bradley Scoggins MD DIRECTOR 1.0 0.0 X 0 490249 44055 Anne Eley Chief Legal Officer 1.0 40.0 X 0 349906 41507 Sherry Galloway Immediate Past President 1.0 6.0 X X 0 0 0 Samuel Gonzales Chairman of the Board 1.0 0.0 X X 0 0 0 John Byrom Secretary 1.0 6.0 X X 0 0 0 James Spence MD DIRECTOR 1.0 6.0 X 0 0 0 Hyla Calcote DIRECTOR 1.0 6.0 X 0 0 0 Jon Moore DIRECTOR 1.0 0.0 X 0 0 0 Shana Reeves Director 1.0 0.0 X 0 0 0 Anna Buffington Director 1.0 0.0 X 0 0 0 Rick Quevedo Director 1.0 0.0 X 0 0 0 Danny Beyhan DIRECTOR 1.0 0.0 X 0 0 0 0 3115611 286839 0 false true false 0 84109 84109 84109 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 84109 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 89495 89495 0 89495 89495 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 3433625 2321603 1117408 1112022 0 0 0 0 0 0 0 0 0 0 1117408 1112022 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 1117408 1112022 0 0 1117408 1112022 1117408 1112022 -5386 X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 360083 360083 0 2784244 2150176 634068 0 289298 171427 117871 1112022 Schedule D, Part X, Line 2 UNCERTAIN TAX POSITIONS: Management has evaluated their income tax positions under the guidance included in asc 740. Based on their review, management has not identified any material uncertain tax positions to be recorded or disclosed in the financial statements. X X X X false true false false false false false false false JOHN MAYER CFO 0 441260 0 146447 0 1242 0 45146 0 27841 0 661936 Anne Eley Chief Legal Officer 0 349366 0 0 0 540 0 7432 0 34075 0 391413 Bradley Scoggins MD DIRECTOR 0 458547 0 31702 0 0 0 11102 0 32953 0 534304 JEFF BOURGEOIS CEO 0 642310 0 0 0 116518 0 43782 0 36837 0 839447 115559 DANIEL MANNAS DIRECTOR 0 733477 0 193716 0 486 0 10187 0 37484 0 975350 SCHEDULE J, PART I, LINE 3 ESTABLISHING COMPENSATION OF THE CEO: COMPENSATION FOR THE CEO IS PAID THROUGH SAN JUAN REGIONAL MEDICAL CENTER, A RELATED ORGANIZATION. PLEASE SEE SCHEDULE O, LINE 15A NARRATIVE ON HOW COMPENSATION IS DETERMINED. SCHEDULE J, PART I, LINE 4B Supplemental nonqualified plan: San Juan Regional Medical Center (sjrmc) has a 457(F) deferred compensation plan that allows certain executives to contribute money on a pre-tax basis into investments and to accumulate tax-deferred earnings. The following pre-tax calendar year 2021 contributions to the 457(F) plan are included in schedule J, Part II, column (C) as deferred compensation: Jeff Bourgeois $31,281 John Mayer $34,436 SCHEDULE J, PART II, COLUMN (F) DESCRIPTION OF COMPENSATION REPORTED IN A PRIOR PERIOD: THE AMOUNTS LISTED IN COLUMN F ARE THE ACCRUAL PAYOUTS OF THE 457(F) PLAN THAT LINE 4B DISCUSSES. THE AMOUNTS IN COLUMN F ARE THE ACCRUALS FROM PRIOR YEARS THAT ARE PAID OUT IN 2022. JEFF BOURGEOIS - $115,559 X 1 84109 FMV false false false SCHEDULE M, PART I, COLUMN B EXPLANATION FOR NUMBER OF CONTRIBUTIONS REPORTED: THE NUMBER OF CONTRIBUTIONS REPORTED IS THE NUMBER OF CONTRIBUTIONS RECEIVED, NOT THE NUMBER OF INDIVIDUAL ITEMS DONATED. FORM 990, PART VI, SECTION A, LINE 2 FAMILY AND BUSINESS RELATIONSHIPS: THE FOLLOWING PERSONS ARE ALL EMPLOYEES OF A RELATED ORGANIZATION AND THEREFORE HAVE A BUSINESS RELATIONSHIP: *Jeff Bourgeois - CEO of San Juan Regional Medical Center *John Mayer - CFO of San Juan Regional Medical Center FORM 990, PART VI, SECTION A, LINE 6 MEMBERS: SAN JUAN REGIONAL MEDICAL CENTER, A TAX-EXEMPT ORGANIZATION, IS THE SOLE CORPORATE MEMBER OF SAN JUAN REGIONAL REHABILITATION HOSPITAL. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS WHO CAN ELECT MEMBERS OF THE GOVERNING BODY: SAN JUAN REGIONAL MEDICAL CENTER, AS THE SOLE CORPORATE MEMBER OF SAN JUAN REGIONAL REHABILITATION HOSPITAL (SJRRH), HAS THE RIGHT TO AUTHORIZE OR APPROVE THE ELECTION OF ANY BOARD MEMBER OR OFFICER OF SJRRH. FORM 990, PART VI, SECTION A, LINE 7B DECISIONS OF GOVERNING BODY SUBJECT TO APPROVAL BY MEMBERS: SAN JUAN REGIONAL MEDICAL CENTER, AS THE SOLE CORPORATE MEMBER OF SAN JUAN REGIONAL REHABILITATION HOSPITAL, HAS THE FOLLOWING RESERVED POWERS: A) ADOPT OR APPROVE ANY ANNUAL OR LONG-TERM CAPITAL OR OPERATING BUDGET OF THE CORPORATION, B) INCUR ANY OBLIGATION, NOT PROVIDED FOR IN AN ANNUAL OR LONG-TERM CAPITAL OR OPERATING BUDGET APPROVED BY THE MEMBER, WHERE THE AMOUNT INVOLVED EXCEEDS $50,000 PER ITEM OR $100,000 IN AGGREGATE, C) AUTHORIZE OR APPROVE ANY SALE, MORTGAGE OR OTHER DISPOSITION OF ALL OR SUBSTANTIALLY ALL OF THE CORPORATION'S ASSETS, D) AUTHORIZE OR APPROVE SALE, CONVEYANCE, MORTGAGE, DISPOSITION OR ACQUISITION OF REAL ESTATE, E) AUTHORIZE OR APPROVE ANY NEW, OR ANY CHANGE TO EXISTING, LONG-TERM OR MASTER INSTITUTIONAL PLANS OF THE CORPORATION, F) AUTHORIZE OR APPROVE ANY PLAN OR AGREEMENT OF MERGER OR CONSOLIDATION OF THE CORPORATION WITH OR INTO ANOTHER ENTITY, OR ANY CHANGE OR TRANSFER OF CONTROL OR MEMBERSHIP OF THE CORPORATION, G) SET THE COMPENSATION OF CORPORATION OFFICERS AND PHYSICIAN EMPLOYEES OF THE CORPORATION, H) ADOPT A PLAN OF OR AUTHORIZE A PETITION FOR DISSOLUTION, LIQUIDATION, BANKRUPTCY OR REORGANIZATION OF THE CORPORATION, I) AUTHORIZE OR APPROVE ORGANIZATION, FORMATION OR ACQUISITION OF ANY SUBSIDIARY OR AFFILIATE OF THE CORPORATION, INCLUDING ANY CORPORATION, ASSOCIATION, PARTNERSHIP, TRUST, JOINT VENTURE OR OTHER ENTITY DIRECTLY OR INDIRECTLY CONTROLLING, CONTROLLED BY OR UNDER COMMON CONTROL WITH THE CORPORATION, J) AUTHORIZE OR APPROVE ANY DEBT INSTRUMENT, NOTE, PLEDGE OR GUARANTY WITH A TERM IN EXCESS OF ONE YEAR, K) AUTHORIZE OR APPROVE THE CORPORATION'S APPOINTMENT OF, OR THE CORPORATION'S CONTRACT WITH, THE PRESIDENT AND CHIEF EXECUTIVE OFFICER OF THE CORPORATION, OR L) AUTHORIZE OR APPROVE ANY AMENDMENT, REPEAL, RESTATEMENT, OR REVISION OF THE ARTICLES OF ORGANIZATION OR BY LAWS OF THE CORPORATION FORM 990, PART VI, SECTION B, LINE 11B PROCESS TO REVIEW THE FORM 990: THE FORM 990 IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM BASED ON DATA PROVIDED BY MANAGEMENT. A DRAFT COPY OF THE 990 IS PROVIDED TO MANAGEMENT FOR REVIEW. A MEETING IS CONDUCTED BY THE ACCOUNTING FIRM TO REVIEW THE RETURN IN DETAIL. ANY QUESTIONS ARE ADDRESSED AND ANY NECESSARY CHANGES ARE MADE TO THE RETURN. THE FINAL DRAFT OF THE FORM 990 IS PROVIDED TO EACH BOARD MEMBER PRIOR TO FILING ALONG WITH A BRIEF EDUCATION SESSION CONDUCTED BY THE ACCOUNTING FIRM TO DISCUSS THE HIGHLIGHTS OF THE FORM. FORM 990, PART VI, SECTION B, LINE 12C PROCESS FOR MONITORING COMPLIANCE WITH CONFLICT OF INTEREST POLICY: THE CONFLICT OF INTEREST POLICY IS DISTRIBUTED ON A YEARLY BASIS TO THE BOARD OF DIRECTORS AND MANAGERS AT SAN JUAN REGIONAL REHABILITATION HOSPITAL. IT IS REQUIRED TO BE FILLED OUT AND THEN REVIEWED BY THE CEO AND THE BOARD IN ORDER TO IDENTIFY ANY CONFLICTS OR POTENTIAL CONFLICTS EXIST. ANY IDENTIFIED CONFLICTS MUST BE REPORTED TO THE COMPLIANCE OFFICER WHO THEN REVIEWS AND DETERMINES IF THE CONFLICT CONSTITUTES BREACH OF EMPLOYMENT AND MAY LEAD TO DISCIPLINARY ACTION. FORM 990, PART VI, SECTION B, LINE 15A & 15B Describe process for determining compensation: Compensation for the CEO and other officers of the organization are paid through San Juan Medical Center (SJRMC), the sole member. THE BOARD OF DIRECTORS of SJRMC USES THE FOLLOWING COMPARABLE DATA WHEN DETERMINING THE COMPENSATION- REGIONAL/LOCAL AREA NOT-FOR-PROFIT HEALTHCARE ORGANIZATIONS OF COMPARABLE SIZE, AND OTHER RELEVANT COMPARATORS (EG, FOR PROFIT HEALTHCARE AND/OR GENERAL INDUSTRY ORGANIZATIONS) OF COMPARABLE SIZE AND COMPLEXITY. ADDITIONALLY, THE BOARD BI-ANNUALLY HAS AN OUTSIDE FIRM COMPARE THE CEO'S COMPENSATION WITH OTHER HEALTHCARE ORGANIZATIONS TO REMAIN COMPETITIVE. THE PROCESS WAS LAST COMPLETED In 2021 by Towers and Watson. THE PROCESS IS DOCUMENTED IN THE BOARD MINUTES WHEN PRESENTED TO THE INDIVIDUALS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC: SAN JUAN REGIONAL REHABILITATION HOSPITAL MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. SAN JUAN REGIONAL MEDICAL CENTER (SJRMC) 801 WEST MAPLE STREET FARMINGTON NM 87401 850127924 HEALTHCARE NM 501(C)(3) LINE 3 NA false SAN JUAN HEALTH PARTNERS INC 801 WEST MAPLE STREET FARMINGTON NM 87401 272367549 HEALTHCARE NM 501(C)(3) LINE 3 SJRMC false Auxilary of San Juan Regional Med CTR 801 West Maple Street Farmington NM 87401 237164296 HOSP Support NM 501(c)(3) Line 12c SJRMC false SJR HOLDING COMPANY INC 801 W MAPLE STREET FARMINGTON NM 87401 201126483 SUPPORT SVCS NM SJRMC C-CORP false false true false false false false false false false false false true true false false false true