2026-05-05T10:42:33+00:00 2025-06-30 440160260 Forvis Mazars LLP 111 South Tejon Suite 800 Colorado Springs CO 809039848 990 2024-07-01 840506701 SOUTHWEST COLORADO MENTAL HEALTH CENTER INC SOUT 9703352222 150 MERCURY VILLAGE DR DURANGO CO 81301 RYAN PIERCE VP OF FINANCE 9703352222 2026-05-05 true Adam R Smith P00958966 7194714290 2026-05-05 2024 2025-03-06 01:10:19Z AXIS HEALTH SYSTEM SHELLY BURKE 150 MERCURY VILLAGE DR DURANGO CO 81301 49879461 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. 13 13 617 13 0 0 5147881 2305461 46402092 46475007 2334397 847281 111496 249407 53995866 49877156 0 0 0 34612290 36861812 0 0 13620130 14398534 48232420 51260346 5763446 -1383190 75517652 71435182 24549376 22561172 50968276 48874010 To make a meaningful difference through healthcare innovation and caring for the whole person. false false 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. 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. 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. 0 true true false true false false false false false false true false false true true false 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 false false false false true true true false false true 49 0 true 617 true true true false false false false false false false false false false false X 13 13 false false false false false false false true true false false false true true true true true true true true false false X THE ORGANIZATION 9703352222 150 Mercury Village Dr DURANGO CO 81301 CHUCK FORTH TREASURER/VICE PRESIDENT 3.0 3.0 X X 0 0 0 FRANCES DEEGAN BOARD MEMBER/SECRETARY 2.0 2.0 X X 0 0 0 KAREN SHEEK SECRETARY/BOARD MEMBER 2.0 2.0 X X 0 0 0 KENT CURTIS BOARD MEMBER/TREASURER 2.0 2.0 X X 0 0 0 PAUL NAZARYK PRESIDENT 3.0 3.0 X X 0 0 0 ALEXANDRA VAN SICKLE BOARD MEMBER 1.0 1.0 X 0 0 0 AMANDA MILLER BOARD MEMBER 1.0 1.0 X 0 0 0 JOHN ALBRIGHT 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 (THROUGH 3/25) 1.0 1.0 X 0 0 0 RONALD BORREGO BOARD MEMBER 1.0 1.0 X 0 0 0 WILLIAM WESTERMAN BOARD MEMBER 1.0 1.0 X 0 0 0 RYAN PIERCE VP OF FINANCE 40.0 0.0 X 137100 0 11471 SHELLY BURKE Chief Executive Officer (CEO) 40.0 0.0 X 313796 0 38486 ALEX CONRAD Chief Administrative Officer (CAO) 40.0 0.0 X 171665 0 30834 BRIAN ENSIGN VP of Behavioral Health 40.0 0.0 X 138954 0 28920 CHARLES SOUTHCOTTE VP of Business Technology 40.0 0.0 X 150596 0 32358 CHRISTINA SQUIRES VP of People Strategy 40.0 0.0 X 138389 0 14583 FREDI PROCHODA Medical Director of Psychiatry 40.0 0.0 X 192207 0 11233 JILL RIMMEY Medical Director of Primary Care 40.0 0.0 X 231544 0 25732 LINCOLN PEHRSON VP of Operations 40.0 0.0 X 147847 0 29198 PAMELA SHARRATT Chief Strategy Officer (CSO) 10.0 0.0 X 57926 0 3476 SARADA LEAVENWORTH VP of Population Health 40.0 0.0 X 138954 0 31873 SHAY DENNING Chief Legal Officer (CLO) General Counsel 40.0 0.0 X 172223 0 30272 SHELLY SPALDING Chief Clinical Officer (CCO) 40.0 0.0 X 195659 0 26367 STEPHANIE ALLRED VP of Integrated Health 40.0 0.0 X 159620 0 28886 AARON MONTANO Psychiatrist 32.0 0.0 X 225045 0 28794 AMANDA BROWN Dentist 40.0 0.0 X 179218 0 30955 KATIE BARON Dentist 40.0 0.0 X 155527 0 27706 LYNETTE MOORE Psychiatric Nurse Practitioner 40.0 0.0 X 162942 0 20553 MONICA RODGERS Physician 40.0 0.0 X 204300 0 30837 3273512 0 482534 52 false true false NUNN CONSTRUCTION INC 925 ELKTON DRIVE COLORADO SPRINGS CO 80907 REMODEL MERCURY BUILDING / DIH 5081172 NEXTGEN HEALTHCARE PO BOX 511449 STE 600 LOS ANGELES CA 90051 E.H.R. IMPLEMENTATION & SUBSCRIPTIONS 1228081 ANIMAS JANITORIAL LLC 10 TOWN PLAZA 157 DURANGO CO 81301 JANITORIAL SERVICES 381519 QUALIFACTS SYSTEMS INC 315 DAEDERICK STE 2300 NASHVILLE TN 37238 E.H.R. CARELOGIC (BEHAVIORAL HEALTH) 353675 CPA MEDICAL BILLING LLC 100 SOUTH SHORE DRIVE EAST HAVEN CT 06512 THIRD PARTY MEDICAL / DENTAL BILLING SERVICES 345546 25 2305461 2305461 MEDICARE/MEDICAID PAYMENTS 623990 22916458 22916458 GOVT AGENCIES FEES AND CONTRACTS 623990 14808107 14808107 PATIENT SERVICE REVENUE 623990 2212842 2212842 PHARMACY INCOME 623990 1003695 1003695 JAIL SERVICE INCOME 623990 3923611 3923611 1610294 1610294 0 0 46475007 664356 664356 249407 0 249407 0 249407 249407 185230 2305 0 182925 182925 182925 0 0 0 0 0 49877156 46475007 0 1096688 1100721 894234 206487 0 0 0 0 28319502 23006970 5312532 1162968 944804 218164 3825590 3107937 717653 2453031 1992860 460171 62040 62040 198870 198870 3546 3546 541101 291546 249555 0 410752 316279 94473 896613 690392 206221 2145049 1287280 857769 3496927 2543322 953605 352916 352916 225950 225950 10299 7930 2369 1326700 1015793 310907 647005 619893 27112 MEDICAL SUPPLIES 2778606 2778606 MINOR EQUIPMENT 618570 502531 116039 DUES, PUBLICATIONS & LICENSES 213400 116891 96509 OTHER 470190 377350 92840 0 0 0 0 51260346 40494618 10765728 0 643217 303321 7983264 6610818 0 0 7638528 7010390 0 0 0 0 19792768 19719150 358327 406085 383168 264433 33113768 7396582 27127660 25717186 6745473 6951883 1322946 605921 0 3522301 3845995 75517652 71435182 3732243 3915098 11000 0 0 0 17267392 14761597 3538741 3884477 24549376 22561172 X 50513276 48419010 455000 455000 0 0 0 0 0 0 50968276 48874010 75517652 71435182 X -1383190 9302 -720378 X false true true true true X 1005983 3578468 321166 5147881 2305461 12358959 28199475 30610783 49233989 46402092 46475007 200921346 0 0 0 29205458 34189251 49555155 51549973 48780468 213280305 627699 632113 246341 0 0 1506153 0 0 0 0 0 0 627699 632113 246341 0 0 1506153 211774152 141672 146148 278065 624235 913763 2103883 0 141672 146148 278065 624235 913763 2103883 58075 73736 94596 57890 0 284297 0 0 0 0 0 0 29405205 34409135 49927816 52232098 49694231 215668485 0.98194 0.96911 0.01 0.01 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3546 3546 51256800 51260346 1000000 0 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 4554 6542 7802 3546 22444 250000 250000 250000 250000 1000000 1500000 0 0 0 0 2104285 2104285 25951357 4511702 21439655 2852729 1989998 862731 2205397 894882 1310515 25717186 RIGHT OF USE ASSETS 3845995 3845995 Federal Income Taxes RIGHT OF USE ASSETS 3884477 3884477 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 false false false false false false false false SHELLY BURKE Chief Executive Officer (CEO) 312764 0 0 0 1032 0 16323 0 22163 0 352282 0 0 0 ALEX CONRAD Chief Administrative Officer (CAO) 171518 0 0 0 147 0 11259 0 19575 0 202499 0 0 0 SHAY DENNING Chief Legal Officer (CLO) General Counsel 172069 0 0 0 154 0 10704 0 19568 0 202495 0 0 0 SHELLY SPALDING Chief Clinical Officer (CCO) 194859 0 0 0 800 0 8438 0 17929 0 222026 0 0 0 STEPHANIE ALLRED VP of Integrated Health 159428 0 0 0 192 0 9998 0 18888 0 188506 0 0 0 BRIAN ENSIGN VP of Behavioral Health 138697 0 0 0 257 0 9477 0 19443 0 167874 0 0 0 SARADA LEAVENWORTH VP of Population Health 138788 0 0 0 166 0 8538 0 23335 0 170827 0 0 0 LINCOLN PEHRSON VP of Operations 147730 0 0 0 117 0 9689 0 19509 0 177045 0 0 0 CHARLES SOUTHCOTTE VP of Business Technology 149705 0 0 0 891 0 8941 0 23417 0 182954 0 0 0 CHRISTINA SQUIRES VP of People Strategy 137692 0 0 0 697 0 8303 0 6280 0 152972 0 0 0 FREDI PROCHODA Medical Director of Psychiatry 191895 0 0 0 312 0 10916 0 317 0 203440 0 0 0 JILL RIMMEY Medical Director of Primary Care 230641 0 0 0 903 0 13964 0 11768 0 257276 0 0 0 KATIE BARON Dentist 155415 0 0 0 112 0 10030 0 17676 0 183233 0 0 0 AMANDA BROWN Dentist 179069 0 0 0 149 0 11396 0 19559 0 210173 0 0 0 AARON MONTANO Psychiatrist 224851 0 0 0 194 0 13789 0 15005 0 253839 0 0 0 LYNETTE MOORE Psychiatric Nurse Practitioner 161897 0 0 0 1045 0 9742 0 10811 0 183495 0 0 0 MONICA RODGERS Physician 204156 0 0 0 144 0 12016 0 18821 0 235137 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. 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 CEO 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 MISCELLANEOUS PROGRAM REVENUE - Total Revenue: 1610294, Related or Exempt Function Revenue: 1610294, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Form 990, Part XI, Line 9 Other changes in net assets or fund balances LOSS ON INVESTMENT IN SUBSIDIARY - -720378; Total - -720378; 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 COLORADO BEHAVIORAL HEALTHCARE SYSTEM INC 303 E 17TH AVENUE SUITE 910 COLORADO SPRINGS CO 80203 841257714 SUPPORT MENTAL HEALTH ORGANIZATIONS CO 501(c)(3) Type I NA false false false true false true false false false false false true false false true true false true false true AXIS HEALTH SYSTEM QALICB INC K 520568 BOOK VALUE AXIS HEALTH SYSTEM QALICB INC E 138219 BOOK VALUE