2025-05-13T12:33:22-05:00 2024-06-30 STOCKMAN KAST RYAN & CO LLP 102 N CASCADE AVENUE SUITE 400 COLORADO SPRINGS CO 80903 990 2023-07-01 742188315 FAMILY GUIDANCE INSTITUTE % JAVIER MARTINEZ FAMI 7195895161 128 Market Street Alamosa CO 81101 Javier Martinez Board Chair 7195895161 2025-04-30 true true DOREEN B MERZ P00841439 7196301186 2024-04-30 2023 2025-03-06 01:10:19Z Javier Martinez 128 Market Street Alamosa CO 81101 4425493 false X N/A X 1970 CO FAMILY GUIDANCE INSTITUTE holds property for AFFILIATED EXEMPT ORGANIZATIONS FOR better management of resources. X 5 2 0 2 0 1028766 4408500 1048644 0 130033 16993 173 0 2207616 4425493 0 0 0 0 0 0 0 0 0 1210055 0 1210055 0 997561 4425493 9041052 4425493 75073 0 8965979 4425493 X Family Guidance Institute holds property for affiliated tax exempt organizatons for better management of resources. false true 0 FAMILY GUIDANCE INSTITUTE HOLDS PROPERTY FOR AFFILIATED TAX EXEMPT ORGANIZATIONS FOR BETTER MANAGEMENT OF RESOURCES. 0 true true false false false false false false false false false false false false false true false true false false false false false false false false false false false true false false false false false false false false false false false true false true false false false true 0 0 0 false false false false false false false false false false false false X 5 2 true false true false true true false true true false false true true true true true true false false false CO X JAVIER MARTINEZ 7195895161 128 MARKET STREET ALAMOSA CO 81101 Javier Martinez Board Chair 1.0 41.0 X X 0 163662 20155 Larry Helms Vice Chair 1.0 41.0 X X 0 155854 24833 Kristina Daniels Board Member (To 12/2023) 1.0 41.0 X 0 165193 7133 Regana Davis Board Member (To 12/2023) 1.0 41.0 X 0 143716 18624 Marisa Atencio Secretary 1.0 41.0 X X 0 116344 28393 Sarah Ramirez Board Member (From 1/2024) 1.0 1.0 X 0 0 0 Kelli Garcia Board Member (From 1/2024) 1.0 1.0 X 0 0 0 0 744769 99138 0 false true false 0 4408500 4408500 0 16993 16993 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 4425493 16993 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 0 0 0 0 0 0 419478 117493 0 0 0 0 23708 4308000 0 0 0 0 0 0 0 0 31132 0 0 0 7673662 0 0 0 0 0 0 0 0 0 893072 0 9041052 4425493 34209 0 0 0 0 0 0 0 0 0 0 0 40864 0 0 0 0 0 75073 0 X 8965979 4425493 0 0 8965979 4425493 9041052 4425493 X 4425493 -8965979 X X false true X true false X 165305 491261 52000 1028766 4408500 6145832 0 0 165305 491261 52000 1028766 4408500 6145832 0 6145832 12571 5740 3579 3806 16993 42689 0 32774 27728 11159 173 0 71834 6260355 3871325 0.98171 0.94900 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 X Schedule D, Part X, Line 2 THE HEALTH SYSTEM IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND A SIMILAR PROVISION OF STATE LAW. THE HEALTH SYSTEM BELIEVES THAT IT DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. X X false false false false false false false false false Javier Martinez Board Chair 153338 10000 324 6696 13459 183817 Kristina Daniels Board Member (To 12/2023) 154233 10000 960 6116 1017 172326 Larry Helms Vice Chair 144306 10000 1548 6104 18729 180687 Regana Davis Board Member (To 12/2023) 141568 2148 692 17932 162340 SCHEDULE J, PART I, LINE 3 THE RELATED ORGANIZATION, VALLEY-WIDE HEALTH SYSTEMS, INC, HAS A COMPENSATION POLICY. THE BOARD OF DIRECTORS REVIEWS THE COMPENSATION FOR THE CHIEF EXECUTIVE OFFICER AND THE CHIEF FINANCIAL OFFICER BY COMPARING THEIR COMPENSATION TO THE COMPENSATION OF INDIVIDUALS IN LIKE POSITIONS, IN COMPARABLE ORGANIZATIONS USING FORMS 990, COMPENSATION STUDIES, AND OTHER AVAILABLE DATA INCLUDING, BUT LIMITED TO: CCHN, BOFL AND MOUNTAIN STATE EMPLOYEE COMPENSATION SURVEYS. THE BOARD THEN APPROVES ANY CHANGES IN COMPENSATION BASED ON THIS INFORMATION. THE CHIEF EXECUTIVE OFFICER IS RESPONSIBLE FOR EVALUATING PAY RATES OF OTHER KEY EMPLYEES USING THE SAME COMPENSATION STUDIES AND DATA. Cash 2023-07-01 419478 FMV 840706945 Valley Wide Health Systems 128 Market Street Alamosa CO 81101 501(C)(3) Accounts Receivable 2023-07-01 23708 FMV 840706945 Valley Wide Health Systems Inc 128 Market Street Alamosa CO 81101 501(C)(3) Prepaid Exp & Dfd Charges 2023-07-01 31132 FMV 840706945 Valley Wide Health Systems Inc 128 Market Street Alamosa CO 81101 501(C)(3) Land, Building, Equip, net 2023-07-01 7673662 FMV 840706945 Valley Wide Health Systems Inc 128 Market Street Alamosa CO 81101 501(C)(3) Other Assets 2023-07-01 893072 FMV 840706945 Valley Wide Health Systems Inc 128 Market Street Alamosa CO 81101 501(C)(3) true true false false Schedule N, Part I, Line 2 A & B AS OF JULY 1, 2023, THE FILING ORGANIZATION, FAMILY GUIDANCE INSTITIUTE(FGI), DISPOSED OF ALL ASSETS, AND CONTRIBUTED THEM TO THE RELATED ORGANIZATION, VALLEY-WIDE HEALTH SYSTEMS, INC. (VWHS). ALL MEMBERS OF FGI'S BOARD, AS OF THE DATE OF ASSET DISPOSITION (JULY 1,2O23), WERE EMPLOYEES OF VHWS. SUBSEQUENT TO THE ASSET DISPOSITION, ALL BOARD MEMBERS AND OFFICERS CONTINUED IN THEIR EMPLOYEE POSITIONS AT VWHS. SIMILARLY, THE FOLLOWING INDIVIDUALS WERE OFFICERS OF VWHS PRIOR TO FGI'S ASSET DISPOSITION, AND MAINTAINED THEIR OFFICER POSITION WITH VWHS AFTER FGI'S ASSET DISPOSITION: JAVIER MARTINEZ, CFO OF VWHS. FROM 990, PART III, LINE 3 During the year ending june 30,2024, family guidance institute (FGI) transferred all its real and personal property to its related organization, valley-wide Health System (VWHS) and FGI no longer leases these assets to affiliated tax exempt organizations. Also during the fiscal year ending June 30, 2024, FGI served its related organization, VWHS, by holding a note receivable to an outside party, that is related to a new market tax credit for the renovation and operation of the Health System's Rocky Ford clinic. FORM 990, PART VI, SECTION A, LINE 2 FAMILY GUIDANCE INSTITUTE (FGI) BOARD CHAIR, JAVIER MARTINEZ ALSO SERVES AS CFO OF THE RELATED ORGANIZATION, VALLEY-WIDE HEALTH SERVICES (VWHS). BASED ON THE IRS DEFINITION OF A BUSINESS RELATIONSHIP, JAVIER MARTINEZ HAS A BUSINESS RELATIONSHIP WITH THE FOLLOWING BOARD MEMBERS, DUE TO THE MEMBERS' EMPLOYMENT BY VWHS: BOARD VICE CHAIR, LARRY HELMS, BOARD SECRETARY MARISA ATENCIO, BORD MEMBER (TO 12/2023) KRISTINA DANIELS, AND BOARD MEMBER (TO 12/2023) REGANA DAVIS. FORM 990, PART VI, SECTION A, LINE 4 The organization's bylaws were amended to appoint valley-wide health systems as the sole member of the organization, having ultimate authority on approving or removing the positions of the board. The bylaws were amended to provide for five (5) directors, with at least two (2) of the 5 directors, or at least forty percent (40%) of the Directors serving on the board, to be independent of Valley-wide Health system, where by the independent directors are not (1) officers, voting members of the governing board, or employees of Valley-Wide, or (2) spouses or immediate family of currently serving officers, voting members of governing board, or employees of Valley-Wide. FORM 990, PART VI, SECTION A, LINE 6 AND 7A VALLEY-WIDE HEALTH SYSTEMS IS THE SOLE MEMBER OF THE FILING ORGANIZATION AND VALLEY-WIDE HEALTH SYSTEM APPOINTS THE BOARD MEMBERS TO SERVE ON THE FILING ORGANIZATION'S BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED AT THE MONTHLY BOARD OF DIRECTORS MEETING PRIOR TO THE SUBMISSION OF THE 990 TO THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, THE ORGANIZATION REVIEWS AND DISCUSSES THE CONFLICT-OF-INTEREST POLICY AND REQUESTS THAT EACH BOARD MEMBER LIST AND ACKNOWLEDGE ANY KNOWN CONFLICTS. ALL MEMBERS OF THE BOARD OF DIRECTORS AND STAFF ARE COVERED UNDER THE CONLICT-OF-INTEREST POLICY. AT EACH BOARD AND COMMITTEE MEETING, IF THERE IS A DISCUSSION OF SELECTING OR ENGAGING A VENDOR OR SERVICE PROVIDER, ALL IN ATTENDANCE ARE ASKED TO RECUSE THEMSELVES FROM THIS DISCUSSION IF THERE COULD BE A PERCEIVED CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 A & B THE FAMILY GUIDANCE INSTITUTE CURRENTLY DOES NOT HAVE ANY PAID EMPLOYEES OR OFFICERS. IF COMPENSATION WAS TO BE PAID BY THE FILING ORGANIZATION, THE BOARD WOULD REVIEW COMPENSATION INFORMATION ON THE COMPENSATION OF INDIVIDUALS IN LIKE POSITIONS, AND IN COMPARABLE ORGANIZATIONS, UTILIZING SURVEYS CONDUCTED BY THE EMPLOYER'S COUNCIL SERVICES, INC. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION WILL PROVIDE IN A TIMELY MANNER, COPIER OF ALL GOVERNING DOCUMENTS INCLUDING ITS CONFLICT-OF-INTEREST POLICIES AND FINANCIAL STATEMENTS WHEN REQUESTED IN WRITING OR IN PERSON. FORM 990, PART XI, LINE 9 $8,965,979 - NET ASSETS TRANSFERED TO VALLEY WIDE HEALTH SYSTEMS, INC. FORM 990, PART XII, LINE 2C VALLEY-WIDE HEALTH SYSTEMS IS THE SOLE MEMBER OF THE FILING ORGANIZATION AND HAS AN AUDIT COMMITTEE THAT IS TASKED TO OVERSEE THE CONSOLIDATED FINANCIAL STATEMENT AUDIT AND SELECT THE INDEPENDENT AUDITOR. SOUTHEAST MENTAL HEALTH SERVICES 128 MARKET STREET ALAMOSA CO 81101 840519607 HEALTH SVCS CO 501(C)(3) LINE 7 VWHS false PARTNERSHIP FOR PROGRESS 128 MARKET STREET ALAMOSA CO 81101 571238587 COUNSELING CO 501(C)(3) Line 7 VWHS false SOUTHEAST BEHAVIORAL HEALTH GROUP 128 MARKET STREET ALAMOSA CO 81101 271388543 MGMT SVCS CO 501(C)(3) LINE 12B,II VWHS false VALLEY-WIDE HEALTH SYSTEMS 128 MARKET STREET ALAMOSA CO 81101 840706945 CARE CENTER CO 501(C)(3) LINE 7 NA false false true true false false false false false false false false false false true true false false false false SCHEDULE R, PART II, LINE 1 AND 3 During the fiscal year ending 6-30-2024, related organizations Southeast Behavioral Health Group and Southeast Mental health Group dissolved and all assets and operations were contributed to Valley-wide Health Systems, Inc as part of a merger agreement.