2025-05-09T12:29:31+00:00 2024-06-30 440160260 Forvis Mazars LLP 111 South Tejon Suite 800 Colorado Springs CO 809039848 990 2023-07-01 840506701 SOUTHWEST COLORADO MENTAL HEALTH CENTER INC SOUT 9703352222 150 MERCURY VILLAGE DR DURANGO CO 81301 RYAN PIERCE VP OF FINANCE 9703352222 2025-05-09 true true Adam R Smith P00958966 7194714290 2025-05-02 2023 2025-03-06 01:10:19Z AXIS HEALTH SYSTEM SHELLY BURKE 150 MERCURY VILLAGE DR DURANGO CO 81301 57560961 false X AXISHEALTHSYSTEM.ORG X 1960 CO AXIS HEALTH SYSTEM (AHS) IS THE DESIGNATED COMMUNITY MENTAL HEALTH CENTER, AND A LICENSED SUBSTANCE USE PROVIDER AND A HRSA COMMUNITY HEALTH CENTERS (FQHC) PROVIDING INTEGRATED PRIMARY CARE INCLUDING ORAL HEALTH CARE. AHS OFFERS A WIDE VARIETY AND RANGE OF BEHAVIORAL HEALTH AND INTEGRATED PRIMARY CARE AND ORAL HEALTH SERVICES TO ASSIST PEOPLE IN MANAGING THEIR HEALTH AND HEALTH OUTCOMES IN SOUTHWEST COLORADO. ESSENTIAL BEHAVIORAL HEALTH SERVICES INCLUDE: SCREENINGS, INDIVIDUAL, GROUP AND FAMILY THERAPEUTIC SERVICES, COMMUNITY RESOURCE COORDINATION, OUTREACH, SHORT-TERM RESIDENTIAL CRISIS STABILIZATION, PSYCHIATRY, 24/7 CRISIS ASSESSMENT SERVICES, VOCATIONAL SERVICES, SUBSTANCE USE DISORDER SERVICES, AND DUAL DIAGNOSIS SERVICES FOR PATIENTS WITH COOCCURRING MENTAL HEALTH AND SUBSTANCE USE DISORDERS. PRIMARY CARE INTEGRATION INCLUDES BEHAVIORAL AND ORAL HEALTH ACROSS ALL AGES USING POPULATION BASED SCREENING INCLUDING SCREENING FOR SOCIAL DETERMINANTS OF HEALTH, DEPRESSION AND ANXIETY. 12 12 585 13 57890 54090 321166 5147881 49233989 46402092 208357 2334397 158125 111496 49921637 53995866 0 0 0 0 32892661 34612290 0 0 0 15990777 13620130 48883438 48232420 1038199 5763446 75980809 75517652 24857684 24549376 51123125 50968276 To make a meaningful difference through healthcare innovation and caring for the whole person. false false 22921876 0 29980667 BEHAVIORAL HEALTH OUTPATIENT SERVICES - BEHAVORIAL HEALTH CARE SERVICES INCLUDE SPECIALTY EXPERTISE FOR THE TREATMENT OF SERIOUS, EMOTIONAL DISTURBANCES OF CHILDHOOD AND SERIOUS MENTAL ILLNESS IN ADULTS. EVIDENCED BASED PRACTICES AND PROMISING PRACTICES ARE UTILIZED TO ENSURE MAXIMUM EFFECTIVENESS OF THE CARE DELIVERY AND INCLUDE: DIALECTICAL BEHAVIORAL THERAPY, PARENT CHILD INTERACTION THERAPIES AND INTEGRATED DUAL DIAGNOSIS THERAPY. PSYCHIATRIC SERVICES INCLUDING MEDICATION MANAGEMENT ARE ALSO PROVIDED. SERVICE DELIVERY MODALITIES INCLUDE INDIVIDUAL, FAMILY AND GROUP THERAPY, AS WELL AS CASE MANAGEMENT SERVICES PROVIDING A FULL CONTINUUM OF BEHAVIORAL HEALTH CARE. A TOTAL OF 96,880 BEHAVIORAL HEALTH OUTPATIENT SERVICE HOURS WERE PROVIDED IN FISCAL YEAR 2024. 13059128 0 13254040 INTEGRATED PRIMARY CARE - COMPREHENSIVE PRIMARY CARE IS AVAILABLE AT AHS'S INTEGRATED CLINICS. BEHAVIORAL HEALTH SERVICES AND ORAL HEALTH SERVICES ARE PART OF THE COMPREHENSIVE CARE CONTINUUM AT THESE COMMUNITY HEALTH CENTER CLINICS. A TOTAL OF 29,761 INTEGRATED SERVICE HOURS WERE PROVIDED TO PATIENTS IN FISCAL YEAR 2024. 1916782 0 3220995 ACUTE TREATMENT UNIT - A RESIDENTIAL PROGRAM PROVIDING SHORT-TERM PSYCHIATRIC CARE AND STABILIZATION. IT IS THE ONLY PSYCHIATRIC RESIDENTIAL RESOURCE AVAILABLE IN THE ENTIRE SOUTHWEST REGION OF COLORADO. THE ATU PROVIDED 1,248 BED DAYS TO 226 RESIDENTS OF THE REGION IN FISCAL YEAR 2024. 37897786 true true false true false false false false false true false false false true 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 true true false false true 64 0 true 585 true true true false false false false false false false false false false false X 12 12 false false false false false false false true true false false true true true true true true true true false X RYAN PIERCE 9703352222 150 Mercury Village Dr DURANGO CO 81301 CHUCK FORTH VICE PRESIDENT/TREASURER 3.0 3.0 X X 0 0 0 KAREN SHEEK SECRETARY 2.0 2.0 X X 0 0 0 PAUL NAZARYK PRESIDENT 3.0 3.0 X X 0 0 0 ROBERT MCNUTT TREASURER ENDING JANUARY 2024 2.0 2.0 X X 0 0 0 ALEXANDREA DURHAM BOARD MEMBER 1.0 1.0 X 0 0 0 FRANCES PERRIN-DEEGAN BOARD MEMBER 1.0 1.0 X 0 0 0 GUS WESTERMAN BOARD MEMBER 1.0 1.0 X 0 0 0 JOHN ALBRIGHT BOARD MEMBER 1.0 1.0 X 0 0 0 KENT CURTIS BOARD MEMBER 1.0 1.0 X 0 0 0 MANDY MILLER BOARD MEMBER 1.0 1.0 X 0 0 0 MARISSA MARQUEZ BOARD MEMBER 1.0 1.0 X 0 0 0 ROBERT JUSKEVICH BOARD MEMBER 1.0 1.0 X 0 0 0 ROBERT YEAROUT BOARD MEMBER 1.0 1.0 X 0 0 0 RYAN PIERCE VP OF FINANCE 40.0 2.0 X 137957 0 19213 SHELLY BURKE CEO 40.0 1.0 X 297784 0 38337 ALEX CONRAD CAO 40.0 1.0 X 181547 0 40103 PAMELA SHARRATT CHIEF STRATEGY OFFICER 40.0 0.0 X 200660 0 15799 SHAY DENNING CHIEF LEGAL OFFICER 40.0 0.0 X 167627 0 34178 SHELLY SPALDING COO 40.0 0.0 X 199812 0 34511 AARON MONTANO PSYCHIATRIST 32.0 0.0 X 214994 0 31811 AMANDA BROWN DENTIST 40.0 0.0 X 170096 0 39438 ANITA KUMAR MEDICAL DIRECTOR OF PSYCHIATRY 40.0 0.0 X 282300 0 23634 JILL S RIMMEY PHYSICIAN 40.0 0.0 X 224301 0 25018 SUMMER DAMICO DENTIST 40.0 0.0 X 167314 0 22108 2244392 0 324150 38 false true false CPa Medical Billing LLC 100 South Shore Drive East Haven CT 06512 Medical Billing 408361 Animas Janitorial LLC 10 Town Plz 157 Durango CO 81301 Janitorial 248472 CRC Janitorial Services PO Box 118 Durango CO 81302 Janitorial 163935 3 5007231 140650 3135221 5147881 MEDICARE/MEDICAID PAYMENTS 623990 17717978 17717978 GOVT AGENCIES FEES AND CONTRACTS 623990 16198919 16198919 PATIENT SERVICE REVENUE 623990 8483237 8483237 PHARMACY INCOME 623990 1901607 1901607 JAIL SERVICE INCOME 623990 912688 912688 1187663 1187663 0 0 46402092 474072 474072 247362 135866 111496 0 111496 53606 57890 5289554 3429229 0 1860325 1860325 1860325 0 0 0 0 0 53995866 46455698 57890 2334397 0 0 0 0 0 0 0 0 1026179 833675 192504 0 0 0 0 0 26620717 21626865 4993852 0 943319 766359 176960 0 3766374 3059830 706544 0 2255701 1832548 423153 0 0 0 0 0 9209 0 9209 0 152871 0 152871 0 7802 0 7802 0 0 0 0 0 0 0 1471177 792673 678504 0 532548 410062 122486 0 326395 251324 75071 0 1429542 857892 571650 0 0 0 0 0 3493979 2541178 952801 0 333868 0 333868 0 0 0 0 0 310070 0 310070 0 85848 66103 19745 0 0 0 0 0 951589 728588 223001 0 575062 550965 24097 0 MEDICAL SUPPLIES 2288788 2288788 0 0 MINOR EQUIPMENT 986492 801433 185059 0 DUES, PUBLICATIONS & LICENSES 167227 90102 77125 0 497663 399401 98262 0 48232420 37897786 10334634 0 15474776 643217 522343 7983264 0 0 5254074 7638528 0 0 0 0 19719150 19792768 0 358327 466227 383168 33788274 6660614 19934478 27127660 540973 6745473 8147096 1322946 0 5921692 3522301 75980809 75517652 3755834 3732243 72005 11000 0 0 20093526 17267392 936319 3538741 24857684 24549376 50668125 50513276 455000 455000 0 0 0 0 0 0 51123125 50968276 75980809 75517652 X 5763446 103285 -6021580 X false true X true true true X 3542274 1005983 3578468 321166 5147881 13595772 22125180 28199475 30610783 49233989 46402092 176571519 0 0 0 25667454 29205458 34189251 49555155 51549973 190167291 2761014 627699 632113 246341 0 4267167 0 0 0 0 0 0 2761014 627699 632113 246341 0 4267167 185900124 142580 141672 146148 278065 624235 1332700 0 142580 141672 146148 278065 624235 1332700 40524 58075 73736 94596 57890 324821 0 0 0 0 0 0 25850558 29405205 34409135 49927816 52232098 191824812 0.9691 0.9630 0.01 0.01 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7802 7802 48225218 48233020 1000000 0 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 4554 6542 7802 18898 250000 250000 250000 250000 1000000 1500000 0 0 0 2104285 2104285 26010868 3816830 22194038 2768711 1753731 1014980 2904410 1090053 1814357 27127660 RIGHT OF USE ASSETS 3538741 3538741 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 true true X X X false true false false false false false false false RYAN PIERCE VP OF FINANCE 137812 0 0 0 145 0 7717 0 11496 0 157170 0 0 0 SHELLY BURKE CEO 297232 0 0 0 552 0 16229 0 22108 0 336121 0 0 0 ALEX CONRAD CAO 167048 0 0 0 14499 0 10366 0 29737 0 221650 0 0 0 PAMELA SHARRATT CHIEF STRATEGY OFFICER 185423 0 0 0 15237 0 9093 0 6706 0 216459 0 0 0 SHELLY SPALDING COO 199043 0 0 0 769 0 12403 0 22108 0 234323 0 0 0 SHAY DENNING CHIEF LEGAL OFFICER 167479 0 0 0 148 0 10390 0 23788 0 201805 0 0 0 AARON MONTANO PSYCHIATRIST 214810 0 0 0 184 0 13241 0 18570 0 246805 0 0 0 ANITA KUMAR MEDICAL DIRECTOR OF PSYCHIATRY 281354 0 0 0 946 0 12138 0 11496 0 305934 0 0 0 JILL S RIMMEY PHYSICIAN 223818 0 0 0 483 0 13522 0 11496 0 249319 0 0 0 AMANDA BROWN DENTIST 169954 0 0 0 142 0 10970 0 28468 0 209534 0 0 0 SUMMER DAMICO DENTIST 167204 0 0 0 110 0 0 0 22108 0 189422 0 0 0 Schedule J, Part I, Line 1a Health or social club dues or initiation fees AXIS HEALTH SYSTEM PROVIDES REIMBURSEMENT TO ALL EMPLOYEES FOR HEALTH CLUB MEMBERSHIP OR OTHER PHYSICAL ACTIVITY EQUIPMENT. THE TOTAL REIMBURSEMENT IS LIMITED TO $250 PER EMPLOYEE PER YEAR. THIS IS A PROGRAM TO PROMOTE WELLNESS AMONG EMPLOYEES AT AXIS HEALTH SYSTEM AND THE REIMBURSEMENT IS INCLUDED IN THEIR TAXABLE WAGES. Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan AXIS HEALTH EXECUTIVES PARTICIPATE IN A DEFERRED COMPENSATION PLAN UNDER THE PROVISIONS OF CODE SECTION 457(F). THE PLAN RUNS ON A THREE YEAR CYCLE. DURING CALENDAR YEAR 2023, AXIS HEALTH SYSTEM CONTRIBUTED $5,000 EACH TO THE PLAN FOR R. PIERCE, A. CONRAD, AND S. DENNING. THERE WAS A 457F PAYOUT OF $14,357.98 MADE TO A. CONRAD IN CALENDAR YEAR 2023 AND A 457F PAYOUT OF $15,004.96 MADE TO P. SHARRATT IN CALENDAR YEAR 2023. X 1 3135221 Other - BOOK VALUE 0 false true false Schedule M, Part I Number of Contributions Reported The number of contributions reported is the number of contributions made, not the number of items contributed. Form 990, Part VI, Line 15 PROCESS TO ESTABLISH COMPENSATION COMPENSATION FOR ALL JOB CLASSIFICATIONS, INCLUDING EXECUTIVE MANAGEMENT, IS REVIEWED PERIODICALLY USING INDEPENDENT RESOURCES. COMPENSATION INFORMATION IS ALSO OBTAINED FROM ALL COMMUNITY MENTAL HEALTH CENTERS AND FQHCS IN THE STATE TO ENSURE A VALID ASSESSMENT IS MADE. IN ADDITION, THE CEO COMPENSATION IS SUBJECT TO ADDITIONAL ANNUAL REVIEW BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. Form 990, Part VI, Line 1a Delegate broad authority to a committee THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE PRESIDENT, THE VICE PRESIDENT, THE SECRETARY, AND THE TREASURER. THE EXECUTIVE COMMITTEE MAY BE DELEGATED THE AUTHORITY TO ACT ON BEHALF OF THE ENTIRE BOARD IN SPECIFIC CIRCUMSTANCES, ONLY BETWEEN BOARD MEETINGS AND CONSISTENT WITH ESTABLISHED BOARD DIRECTION. SUCH AUTHORIZATION MUST BE GRANTED BY A VOTE OF THE BOARD AT A REGULAR OR SPECIAL MEETING IN ADVANCE OF THE ACTION REQUIRED. THE EXECUTIVE COMMITTEE WILL REPORT ALL ACTIONS TAKEN TO THE FULL BOARD WHICH WILL BE VOTED ON AS ACCEPTED IN THE MINUTES. Form 990, Part VI, Line 11b Review of form 990 by governing body THE FORM 990 IS PREPARED BY THE AUDIT FIRM BASED ON THE AUDITED FINANCIALS AND SCHEDULES PREPARED BY AXIS HEALTH SYSTEM ACCOUNTING STAFF. THE APPROVED FORM 990 IS REVIEWED BY THE BUDGET AND FINANCE COMMITTEE OF THE BOARD OF DIRECTORS, PRESENTED TO THE BOARD OF DIRECTORS, APPROVED AND SIGNED BY THE VP OF FINANCE. THE FORM 990 IS FILED BY THE ESTABLISHED DEADLINE EACH YEAR. Form 990, Part VI, Line 12c Conflict of interest policy ALL STAFF SIGN A CONFLICT OF INTEREST STATEMENT AS PART OF THEIR INITIAL ORIENTATION. A REMINDER NOTICE REGARDING THE TENETS OF THE CONFLICT OF INTEREST POLICY IS SHARED WITH ALL STAFF ANNUALLY, WITH GUIDANCE ON NOTIFYING AXIS HEALTH SYSTEM OF ANY CHANGE IN STATUS. THE STAFF ARE EXPECTED TO RAISE ANY POTENTIAL CONFLICT OF INTEREST ISSUES FOR ASSESSMENT BY THE CEO OR DESIGNEE. THE BOARD OF DIRECTORS HAS A CONFLICT OF INTEREST POLICY AND A RELATED SECTION (SECTION 10) IN THE BOARD BYLAWS THAT IS REVIEWED ANNUALLY WITH CURRENT BOARD MEMBERS. AT EACH BOARD MEETING, MEMBERS ARE ASKED TO RAISE ANY REAL OR PERCEIVED CONFLICT OF INTEREST ISSUES FOR ASSESSMENT AND RESOLUTION BY THE BOARD. Form 990, Part VI, Line 19 Required documents available to the public GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE FROM THE ORGANIZATION UPON REQUEST. Form 990, Part VIII, Line 2f Other Program Service Revenue OTHER - Total Revenue: 1187663, Related or Exempt Function Revenue: 1187663, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Form 990, Part XI, Line 9 OTHER CHANGES IN NET ASSETS DURING THE ORGANIZATION'S FISCAL YEAR ENDING JUNE 30, 2024, THE ASSETS AND LIABILITIES OF UNCOMPAHGRE MENTAL HEALTH SERVICES, INC., A COLORADO NONPROFIT CORPORATION WHICH AXIS HEALTH SYSTEM WAS THE SOLE MEMBER OF, WERE TRANSFERRED TO AXIS. AN INHERENT CONTRIBUTION OF $5,007,231 WAS RECOGNIZED AS A RESULT OF THE TRANSFER AND IS INCLUDED AS AN OTHER CHANGE IN NET ASSETS ON PART XI, LINE 9. Form 990, Part XI, Line 9 Other changes in net assets or fund balances LOSS ON INVESTMENT IN SUBSIDIARY - -6018118; CHANGE IN FAIR VALUE OF INTEREST RATE SWAP - -3462; Form 990, Part XII, Line 2c COMMITTEE RESPONSIBLE FOR OVERSIGHT OF AUDIT THE BOARD OF DIRECTORS ASSUMES THE RESPONSIBILTY FOR SELECTING THE INDEPENDENT AUDITORS. THEY ARE ALSO RESPONSIBLE FOR ENSURING THE AUDIT IS COMPLETE. THE BOARD DIRECTS THE CEO TO ENSURE TIMELY COMPLETION OF THE FINANCIAL STATEMENTS FOR REGULAR BOARD REVIEW AND THE PERFORMANCE OF THE ANNUAL AUDIT OF ITS FINANCIAL STATEMENTS. THE CEO DIRECTS/DELEGATES THIS FUNCTION TO THE CFO. THIS PROCESS HAS NOT CHANGED FROM PRIOR YEARS. AXIS HEALTH SYSTEM QALICB 150 Mercury Village Dr DURANGO CO 81301 921690774 SUPPORTING ORGANIZATION CO 501(c)(3) Type I NA false UNCOMPAHGRE MENTAL HEALTH SERVICES INC 150 Mercury Village Dr DURANGO CO 81301 840850552 HOLDS REAL ESTATE CO 501(c)(2) AXIS HEALTH SYSTEM true false false true false false false false false false false true false false true true false true false true Uncompahgre Mental Health Services C 5007231 Book Value Uncompahgre Mental Health Services K 154534 Book Value Uncompahgre Mental Health Services O 75077 Book Value