2026-05-01T09:50:43-05:00 2025-09-30 742014723 LAUTERBACH BORSCHOW & COMPANY PC 4130 RIO BRAVO STREET EL PASO TX 79902 990 2024-10-01 742457919 BIENVIVIR SENIOR HEALTH SERVICES BIEN 9155623440 2300 MCKINLEY EL PASO TX 79930 LUIS A ORTIZ VICE PRESIDENT OF FINANCE 9155623444 2026-03-17 1 1 ERIN MILLER P01711431 9155446950 2026-03-17 2024 2025-03-06 01:10:19Z ROSEMARY CASTILLO 2300 MCKINLEY EL PASO TX 79930 174088627 0 X WWW.BIENVIVIR.ORG X 1987 TX BIENVIVIR SENIOR HEALTH SERVICES (BIENVIVIR) IS A COMMUNITY-BASED PROGRAM LOCATED IN EL PASO WHICH COMMENCED IN 1987 TO SPECIFICALLY AND EXCLUSIVELY RENDER SERVICES TO THE FRAIL ELDERLY OF EL PASO USING THE PACE MODEL (PROGRAM FOR ALL-INCLUSIVE CARE OF THE ELDERLY).THE OBJECTIVE OF PACE IS TO ENABLE FRAIL ELDERLY PERSONS TO REMAIN INDEPENDENT AND RESIDE IN THEIR OWN HOMES AND COMMUNITIES FOR AS LONG AS IT IS DESIRED AND MEDICALLY POSSIBLE. KEY COMPONENTS OF THE PROGRAM ARE THE COMPREHENSIVE HEALTH CARE CENTERS AND THE INTERDISCIPLINARY TEAM. THE COMPREHENSIVE HEALTH CARE CENTERS SERVE AS THE SITES WHERE THE ELDERLY PERSON RECEIVES MOST SERVICES IN ONE SETTING. THE INTERDISCIPLINARY TEAM IS COMPRISED OF HEALTH CARE PROFESSIONALS AND ALLIED HEALTH STAFF WHO EVALUATE, DEVELOP A CARE PLAN, AND DIRECTLY PROVIDE ALL NECESSARY SERVICES. 9 9 622 0 0 0 0 0 78024805 81273771 6696506 9458188 47193 147140 84768504 90879099 0 0 0 0 31828446 33674613 0 0 0 45700654 47406782 77529100 81081395 7239404 9797704 209162343 215683625 26450722 24217745 182711621 191465880 THE ORGANIZATION'S MISSION IS TO PROVIDE FRAIL ELDERS A QUALITY OF LIFE THAT ENSURES A HOME IN THE COMMUNITY, COMPREHENSIVE CARE, DIGNITY AND CHOICES IN A NURTURING ENVIRONMENT. 0 0 69920279 87230591 THE ORGANIZATION PROVIDES COMPREHENSIVE HEALTH CARE THAT IS TAILORED TO THE NEEDS OF THE FRAIL ELDERLY TO ALLOW THEM TO CONTINUE LIVING IN THEIR OWN HOME IN THE COMMUNITY. ALL HEALTH AND HEALTH-RELATED SERVICES ARE PROVIDED, INCLUDING INPATIENT AND OUTPATIENT MEDICAL CARE, SPECIALTY SERVICES AND SUPPORTIVE SERVICES WITH EMPHASIS ON PREVENTIVE CARE. AS OF SEPTEMEBER 30, 2025 THE NUMBER OF PERSONS BENEFITING UNDER ORGANIZATION'S PACE PROGRAM WAS APROXIMATELY 850. 69920279 1 0 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 304 0 1 622 1 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X LUIS A ORTIZ 9155623444 2300 MCKINLEY EL PASO TX EL PASO TX 79930 IRENE MORALES BOARD MEMBER 0.50 X 0 0 0 MARY YANEZ BOARD MEMBER 0.50 X 0 0 0 STEPHANIE TOWNSEND ALLALA BOARD MEMBER 0.50 X 0 0 0 JENNY GIRON BOARD MEMBER 0.50 X 0 0 0 GRACIELA ORTIZ BOARD MEMBER 0.50 X 0 0 0 GILBERT BLANCAS BOARD MEMBER 0.50 X 0 0 0 REBECCA PEREZ BOARD MEMBER 0.50 X 0 0 0 RICARDO VIELLEDENT BOARD MEMBER 0.50 X 0 0 0 YVETTE M LUGO BOARD MEMBER 0.50 X 0 0 0 ROSEMARY CASTILLO CHIEF EXECUTIVE OFFICER 40.00 X 437461 0 20694 JAMES BACA VP OF CENTER OPERATIONS 40.00 X 203066 0 17830 LUIS ORTIZ VP OF FINANCE 40.00 X 221357 0 16004 ROBERT ORONA DIRECTOR OF PHARMACY 40.00 X 245266 0 17830 NORMA RODGRIGUEZ PHARMACIST 40.00 X 176433 0 7393 OSCAR CHAVEZ PHARMACIST 40.00 X 151604 0 15235 SANDRA HERNANDEZ PHARMACIST SUPERVISOR 40.00 X 194874 0 15709 1630061 0 110695 7 0 1 0 0 MEDICARE AND MEDICAID PAYMENTS 623000 81273771 81273771 81273771 3648508 3648508 2084796 2084796 86927077 7335 83209103 425 3717974 6910 3724884 3724884 MISCELLANEOUS 623000 122203 122203 MANAGEMENT FEES 623000 24937 24937 147140 90879099 87230591 0 3648508 1740754 1740754 25234035 21973973 3260062 653109 614296 38813 4087110 3695806 391304 1959605 1640235 319370 23711 23711 82000 82000 77000 77000 967941 967941 27062 27062 738541 738541 765710 590715 174995 194347 176889 17458 15642 15642 759802 759802 1473490 1205268 268222 1412907 834253 578654 PURCHASED SERVICES 26162668 25161666 1001002 DRUGS AND MEDICAL SUPPL 12672666 12672666 OTHER SUPPLIES 867410 660819 206591 REPAIRS AND MAINTENANCE 716661 693693 22968 449224 449224 81081395 69920279 11161116 0 8978466 9872866 1555228 807405 605959 623931 727337 752651 51366222 26889444 25018310 24476778 154919199 161688890 17357844 17461104 209162343 215683625 1014431 6016824 6147551 0 17825000 17035000 1463740 1165921 26450722 24217745 X 182711621 191465880 182711621 191465880 209162343 215683625 X 9797704 -1248975 205530 X 0 1 X 1 0 X 1508816 1508816 67672130 74126432 77578900 78024805 81374091 378776358 69180946 74126432 77578900 78024805 81374091 380285174 0 0 0 380285174 10900338 9721012 2383262 6696506 9458188 39159306 10900338 9721012 2383262 6696506 9458188 39159306 38122 30164 42542 47193 46820 204841 80119406 83877608 80004704 84768504 90879099 419649321 0.90620 0.90290 0.09330 0.09660 X 77000 77000 77000 80036454 80113454 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 38920 83601 52088 77000 251609 250000 250000 250000 250000 1000000 1500000 2621938 2621938 48744284 26889444 21854840 24476778 ASSETS HELD FOR SALE 14005768 BOND ISSUE COSTS 200041 DUE FROM CASA BIENVIVIR 19622 ESCROWED AMOUNTS 891448 INTERNALLY DESIGNATED FOR DEFERRED COMPENSATIONS 2190335 RIGHT-OF-USE ASSET 153890 17461104 INTEREST RATE SWAP CONTRACT 1012031 LEASE LIABILITY 153890 1165921 X 91084629 205530 205530 90879099 0 90879099 81081395 0 81081395 0 81081395 PART X, LINE 2: BIENVIVIR AND CASA EACH FILE A FORM 990 ANNUALLY. WHEN THESE RETURNS ARE FILED, IT IS HIGHLY CERTAIN THAT SOME POSITIONS TAKEN WOULD BE SUSTAINED UPON EXAMINATION BY THE IRS, WHILE OTHERS ARE SUBJECT TO UNCERTAINTY ABOUT THE MERITS OF THE POSITION TAKEN. EXAMPLES OF TAX POSITIONS COMMON TO HEALTH CARE ENTITIES INCLUDE SUCH MATTERS AS THE TAX-EXEMPT STATUS OF THE ORGANIZATION, THE CONTINUED TAX-EXEMPT STATUS OF THE BONDS ISSUED BY THE ORGANIZATION AND VARIOUS OTHERS. FORMS 990 FILED BY BIENVIVIR AND CASA ARE SUBJECT TO EXAMINATION BY THE IRS UP TO THREE YEARS FROM THE EXTENDED DUE DATE OF EACH RETURN. FORMS 990 FILED BY BIENVIVIR AND CASA ARE NO LONGER SUBJECT TO EXAMINATION FOR THE TAX YEARS 2020 AND PRIOR. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION, AND HAS CONCLUDED THAT AS OF SEPTEMBER 30, 2025, NO UNCERTAIN POSITIONS HAVE BEEN TAKEN OR ARE EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF INTEREST RATE SWAP AGREEMENT. SCHEDULE D PART XI LINE 2D DESCRIPTION OF DIFFERENCE BETWEEN AUDITED FINANCIAL STATEMENTS AND THE FORM 990 IS RELATED TO THE CHANGE IN VALUE OF INTEREST RATE SWAP AGREEMENT. 1 X X X 0 1 0 0 0 0 0 0 0 ROSEMARY CASTILLO CHIEF EXECUTIVE OFFICER 436635 0 826 0 0 0 0 0 20694 0 458155 0 0 0 ROBERT ORONA DIRECTOR OF PHARMACY 244440 0 826 0 0 0 0 0 17830 0 263096 0 0 0 LUIS ORTIZ VP OF FINANCE 220541 0 816 0 0 0 0 0 16004 0 237361 0 0 0 JAMES BACA VP OF CENTER OPERATIONS 202250 0 816 0 0 0 0 0 17830 0 220896 0 0 0 SANDRA HERNANDEZ PHARMACIST SUPERVISOR 194058 0 816 0 0 0 0 0 15709 0 210583 0 0 0 NORMA RODGRIGUEZ PHARMACIST 175542 0 891 0 0 0 0 0 7393 0 183826 0 0 0 OSCAR CHAVEZ PHARMACIST 150713 0 891 0 0 0 0 0 15235 0 166839 0 0 0 PART I, LINE 4B CERTAIN INDIVIDUALS LISTED IN FORM 990, PART VII, SECTION A, LINE 1A, WHO PARTICIPATED IN THE ORGANIZATION'S DEFERRED COMPENSATION PLAN AND THEIR ESTIMATED BENEFITS AS OF SEPTEMBER 30, 2025 ARE AS FOLLOWS: ROSEMARY CASTILLO, PRESIDENT AND CHIEF EXECUTIVE OFFICER- $950,084 A CITY OF EL PASO HEALTH FACILITIES DEVELOPMENT CORPORATION 742259208 2010-12-08 100 SEE SCHEDULE O 0 0 0 A 25500000 2530559 398205 2530559 2011 1 0 1 1 A 0 0 0 0 0 0 0 A 1 1 0 0 0 0 A 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE OUTSIDE ACCOUNTING FIRM AND IS PRESENTED TO THE FINANCE COMMITTEE, WHICH IS COMPRISED OF A MEMBER OF THE BOARD OF DIRECTORS, THE PRESIDENT/CHIEF EXECUTIVE OFFICER, AND THE SENIOR VICE PRESIDENT OF FINANCE, FOR REVIEW, CHANGES AND APPROVAL PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A COMPLIANCE COMMITTEE THAT MEETS MONTHLY TO DISCUSS AND RESOLVE COMPLIANCE ISSUES. IN ADDITION, ANNUAL RISK ASSESSMENT AND ON GOING MONITORING OF HIGH RISK AND OTHER AREAS IS PERFORMED. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE PRESIDENT AND CEO, OFFICERS AND KEY EMPLOYEES ARE DETERMINED BY THE HR DIRECTOR USING COMPARABILITY DATA OF OTHER PACE SITES, AND COMPENSATION SURVEYS FOR VARIOUS HEALTH CARE PROVIDERS. IN ADDITION, THE ORGANIZATION HIRED A CONSULTANT TO REVIEW AND DEVELOP A COMPENSATION STRUCTURE. CHANGES IN SALARY RANGES ARE DISCUSSED WITH AND APROVED BY THE PRESIDENT AND CEO AND THE SENIOR VICE PRESIDENT OF FINANCE FOR ALL POSITIONS, EXCLUDING THE PRESIDENT AND CEO POSITION. COMPENSATION FOR THE PRESIDENT AND CEO IS APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 18 IF THE ORGANIZATION RECEIVES A REQUEST TO INSPECT OR COPY ITS FORM 990, OR ANY OTHER FINANCIAL RECORD, IT WILL PERMIT THE PERSON MAKING THE REQUEST TO INSPECT AND/OR COPY THE RECORD DURING REGULAR BUSINESS HOURS AT THE LOCATION WHERE SUCH RECORDS ARE KEPT. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT ROUTINELY MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC FOR INSPECTION OR COPYING. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF INTEREST RATE SWAP 205,530. SCHEDULE K, PART 1 COLUMN F THE SERIES OF 2010 BONDS WERE ISSUED TO PROVIDE FINANCING AND REFINANCING OF A PORTION OF THE COST OF CERTAIN HEALTH FACILITIES ACQUIRED, CONSTRUCTED AND EQUIPPED BY THE ORGANIZATION, REFUND ALL OF THE SERIES 2007 BONDS, AND PAY THE COSTS OF ISSUANCE OF THE 2010 SERIES BOND. CASA BIENVIVIR 2300 MCKINLEY EL PASO TX 79930 742790201 PROVIDE HOUSING TO THE LOW INCOME AND ELDERLY PERSONS. TX 501(C)(3) 170(B)(1)(A)(III) N/A 0 0 0 0 1 0 0 0 0 0 0 0 1 0 1 0 0 1 0 0 CASA BIENVIVIR Q 24937