ANCHORUM HEALTH FOUNDATION: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ANCHORUM HEALTH FOUNDATION (EIN 87-3194433)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-12
- IRS object ID
- 202541329349303384
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-12T12:14:10-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6565 AMERICAS PARKWAY NE STE 600 | AddressLine1Txt |
| City | ALBUQUERQUE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 873194433 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANCHORUM HEALTH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ANCH | BusinessNameControlTxt |
| Phone | 5059893336 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 309 READ STREET | AddressLine1Txt |
| City | SANTA FE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87501 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JENNIFER CRYSLER | PersonNm |
| Person Title | CFO/CORPORATE TREASURER | PersonTitleTxt |
| Phone | 5059839792 | PhoneNum |
| Signature | 2025-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVEN TALBOT | PreparerPersonNm |
| PTIN | P01695427 | PTIN |
| Phone | 5058787200 | PhoneNum |
| Preparation | 2025-05-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | JERRY JONES | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 309 READ STREET | AddressLine1Txt |
| City | SANTA FE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $491,185,671 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | ANCHORUM.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2021 | FormationYr |
| Legal Domicile State | NM | LegalDomicileStateCd |
| Activity Or Mission | ANCHORUM HEALTH FOUNDATION IS DEDICATED TO IMPROVING THE CONDITIONS THAT HAVE THE GREATEST INFLUENCE ON THE HEALTH OF COMMUNITIES AND PEOPLE IN OUR REGION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 5 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 4 | VotingMembersIndependentCnt |
| Total Employee | 9 | TotalEmployeeCnt |
| Total Volunteers | 4 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $635,000 | PYContributionsGrantsAmt |
| CY Contributions Grants | $487,623,569 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $286 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,146,889 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $635,286 | PYTotalRevenueAmt |
| CY Total Revenue | $489,770,458 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $26,269,371 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,744,191 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $565,514 | PYOtherExpensesAmt |
| CY Other Expenses | $1,688,433 | CYOtherExpensesAmt |
| PY Total Expenses | $565,514 | PYTotalExpensesAmt |
| CY Total Expenses | $29,701,995 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $69,772 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $460,068,463 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $106,354 | TotalAssetsBOYAmt |
| Total Assets EOY | $465,372,466 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $22,554 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $546,053 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $83,800 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $464,826,413 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | ANCHORUM HEALTH FOUNDATION IS DEDICATED TO IMPROVING THE CONDITIONS THAT HAVE THE GREATEST INFLUENCE ON THE HEALTH OF COMMUNITIES AND PEOPLE IN OUR REGION. WE ARE COMMITTING OUR RESOURCES TO STRENGTHENING COMMUNITY-BASED PARTNERS TACKLING CRITICAL LOCAL ISSUES. BY CHALLENGING THE STATUS QUO, WE AIM TO AFFECT TANGIBLE IMPROVEMENTS IN UNDERPERFORMING SYSTEMS. WE CO-CREATE DATA-DRIVEN REGIONAL STRATEGIES TO ACHIEVE MEANINGFUL RESULTS. WE TAKE THESE ACTIONS TO PROMOTE HEALTH AND WELL-BEING IN ORDER TO FOSTER THRIVING INDIVIDUALS AND COMMUNITIES. | MissionDesc |
| Significant New Program Srvc | Yes (1) | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $6,475,231 | ExpenseAmt |
| Grant | $6,269,371 | GrantAmt |
| Desc | ANCHORUM HEALTH FOUNDATION PROVIDES GRANT FUNDING TO COMMUNITY-BASED NONPROFITS ACCROSS THE REGION WORKING TO IMPROVE THE BARRIERS TO HEALTH FOR PEOPLE AND COMMUNITIES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $20,000,000 | ExpenseAmt |
| Grant | $20,000,000 | GrantAmt |
| Desc | ANCHORUM HEALTH FOUNDATION'S CLINICAL SUPPORT FUND WAS ESTABLISHED TO PROVIDE MEANINGFUL, ONGOING DIRECT SUPPORT FOR THE CLINICAL PROGRAMS OF CHRISTUS ST. VINCENT REGIONAL MEDICAL CENTER, WITH AN ADDITIONAL $10,000,000 GIVEN IN THIS TAX YEAR TO SUPPORT THE CONSTRUCTION OF THE NEW CANCER CENTER FACILITY. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $261,103 | ExpenseAmt |
| Desc | COMMUNITY SUPPORT INITIATIVES INCLUDE TECHNICAL SUPPORT TO AREA NONPROFITS, COMMISSIONING RESEARCH ON COMMUNITY HEALTH ISSUES, CONVENING STAKEHOLDERS AND DECISION MAKERS AROUND HEALTH TOPICS, AND PROVIDING SPONSORSHIPS (GRANTS) TO SUPPORT COMMUNITY EVENTS FOR NONPROFITS ADDRESSING THE SOCIAL IMPEDIMENTS TO HEALTH. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,032,565 | ExpenseAmt |
| Desc | ADMINISTRATIVE FUNCTIONS, INVESTMENT MANAGEMENT, AND OTHER ORGANIZATIONAL SUPPORT. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,032,565 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $27,768,899 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 8 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 9 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 5 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 4 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JENNIFER CRYSLER CFOCORPORATE TREASURER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5059893336 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 309 READ STREET | AddressLine1Txt |
| City | SANTA FE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87501 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| SAYURI YAMADA | |||||||
| BOARD CHAIR | 2.00 | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| WENDY TREVISANI | |||||||
| BOARD VICE CHAIR | 2.00 | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JERRY JONES | |||||||
| PRESIDENT AND CEO | 30.00 | 10.00 | Yes (X) | Yes (X) | $130,693 | $313,704 | $78,689 |
| CHRISTINA CAMPOS | |||||||
| BOARD MEMBER | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| RICHARD LUARKIE | |||||||
| BOARD MEMBER | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JENNIFER CRYSLER | |||||||
| CFO/CORPORATE TREASURER | 30.00 | 10.00 | Yes (X) | $125,272 | $149,347 | $42,682 | |
| LISA ESTRADA | |||||||
| CORPORATE SECRETARY (THRU 10/13/23) | 2.00 | 38.00 | Yes (X) | $0 | $173,490 | $22,479 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $255,965 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $636,541 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $143,850 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| NEWPOINT HEALTHCARE ADVISORS LLC | |||||
| 2929 N CENTRAL AVE 21ST FLOOR | PHOENIX | AZ | 85012 | STRATEGIC CONSULTING | $125,000 |
| MCDERMOTT WILL & EMERY LLP | |||||
| PO BOX 1675 | CAROL STREAM | IL | 601321675 | LEGAL SERVICES | $118,642 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $487,622,569 | RelatedOrganizationsAmt |
| All Other Contributions | $1,000 | AllOtherContributionsAmt |
| Noncash Contributions | $33,909,263 | NoncashContributionsAmt |
| Total Contributions | $487,623,569 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,017,957 | TotalRevenueColumnAmt |
| Exclusion | $2,017,957 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,544,145 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,415,213 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $128,932 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $128,932 | TotalRevenueColumnAmt |
| Exclusion | $128,932 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $489,770,458 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,146,889 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,269,371 | TotalAmt |
| Program Services | $26,269,371 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $653,984 | TotalAmt |
| Program Services | $400,200 | ProgramServicesAmt |
| Management And General | $253,784 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $911,156 | TotalAmt |
| Program Services | $528,470 | ProgramServicesAmt |
| Management And General | $382,686 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,257 | TotalAmt |
| Program Services | $13,489 | ProgramServicesAmt |
| Management And General | $9,768 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,504 | TotalAmt |
| Program Services | $34,185 | ProgramServicesAmt |
| Management And General | $26,319 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,290 | TotalAmt |
| Program Services | $56,221 | ProgramServicesAmt |
| Management And General | $39,069 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $210,948 | TotalAmt |
| Management And General | $210,948 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,398 | TotalAmt |
| Management And General | $10,398 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,446 | TotalAmt |
| Management And General | $77,446 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $852,466 | TotalAmt |
| Program Services | $332,403 | ProgramServicesAmt |
| Management And General | $520,063 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $146,369 | TotalAmt |
| Program Services | $57,560 | ProgramServicesAmt |
| Management And General | $88,809 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,830 | TotalAmt |
| Management And General | $23,830 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $134,962 | TotalAmt |
| Management And General | $134,962 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,571 | TotalAmt |
| Management And General | $32,571 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,548 | TotalAmt |
| Management And General | $9,548 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,208 | TotalAmt |
| Management And General | $41,208 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| CONVENINGS (COMMUNITY I | $77,000 | $77,000 | |
| DUES AND SUBSCRIPTIONS | $11,369 | $11,369 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,318 | TotalAmt |
| Management And General | $60,318 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,701,995 | TotalAmt |
| Program Services | $27,768,899 | ProgramServicesAmt |
| Management And General | $1,933,096 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,985 | BOYAmt |
| EOY | $9,636,497 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $403,163,306 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $275,000 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,500 | BOYAmt |
| EOY | $112,731 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $28,644 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $14,322 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,869 | BOYAmt |
| EOY | $14,322 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $44,478,217 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $7,635,967 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $56,426 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $106,354 | BOYAmt |
| EOY | $465,372,466 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,554 | BOYAmt |
| EOY | $546,053 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,554 | BOYAmt |
| EOY | $546,053 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,800 | BOYAmt |
| EOY | $372,263,450 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $92,562,963 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,800 | BOYAmt |
| EOY | $464,826,413 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $106,354 | BOYAmt |
| EOY | $465,372,466 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $460,068,463 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $4,674,150 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $146,280 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $635,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $487,623,569 | CurrentTaxYearAmt |
| Total | $488,404,849 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $146,280 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $635,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $487,623,569 | CurrentTaxYearAmt |
| Total | $488,404,849 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $478,595,387 | SubstantialContributorsTotAmt |
| Public Support Total170 | $9,809,462 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $4 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $286 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,017,957 | CurrentTaxYearAmt |
| Total | $2,018,247 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $490,423,096 | TotalSupportAmt |
| First5 Years170 | Yes (X) | First5Years170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, SHORT YEAR EXPLANATION: | FormAndLineReferenceDesc |
| Explanation | THE SUPPORT TEST FOR SCHEDULE A INCLUDES A SHORT-YEAR PERIOD FOR 2021. THE SHORT YEAR WAS FROM SEPTEMBER 20, 2021, TO JUNE 30, 2022. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $29,701,995 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $29,701,995 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $1,500,000 | LobbyingCeilingAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $250,000 | CurrentYearAmt |
| Total | $250,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $375,000 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $28,644 | OtherCostOrOtherBasisAmt |
| Depreciation | $14,322 | DepreciationAmt |
| Book Value | $14,322 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $14,322 | TotalBookValueLandBuildingsAmt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN - | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | INVESTMENTS | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $5,139,025 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $5,139,025 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $5,139,025 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3: | FormAndLineReferenceDesc |
| Explanation | ACCRUAL | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (19 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| CHRISTUS ST VINCENT MEDICAL CENTER | ||||||||
| 455 ST MICHAELS DIRVE | SANTA FE | NM | 87502 | 814637279 | 501(C)(3) | $20,000,000 | $0 | CLINICAL SUPPORT FUND |
| COMMUNITY FOUNDATION OF SOUTHERN NEW MEXICO | ||||||||
| 2640 EL PASEO RD | LAS CRUCES | NM | 88001 | 850455682 | 501(C)(3) | $25,000 | $0 | RAPID RESPONSE LINCOLN AND OTERO WILDFIRES RECOVERY |
| COMMUNITY INVESTMENT ALLIANCE | ||||||||
| 19232 E BAKER PLACE | AURORA | CO | 80013 | 871480212 | 501(C)(3) | $121,400 | $0 | HOUSING INSECURITY IN RURAL COMMUNITIES IN NORTHERN NM |
| FIRST CHOICE COMMUNITY HEALTHCARE INC | ||||||||
| 2001 N CENTRO FAMILIAR SW | ALBUQUERQUE | NM | 87105 | 850224409 | 501(C)(3) | $60,000 | $0 | RAPID RESPONSE RESTATEMET |
| LA FAMILIA MEDICAL CENTER | ||||||||
| PO BOX 5395 | SANTA FE | NM | 87502 | 850220875 | 501(C)(3) | $22,971 | $0 | TURNAROUND CONSULTING SERVICE FUNDS |
| LAS VEGAS NEW MEXICO COMMUNITY FOUNDATION | ||||||||
| PO BOX 1002 | LAS VEGAS | NM | 87701 | 821340450 | 501(C)(3) | $750,000 | $0 | DONOR ADVISED FUNDS AGREEMENT |
| LOS ALAMOS COMMUNITY FOUNDATION | ||||||||
| 1200 TRINITY DRIVE STE 120 | LOS ALAMOS | NM | 87544 | 352546420 | 501(C)(3) | $150,000 | $0 | DONOR ADVISED FUNDS AGREEMENT |
| LOS ALAMOS NATIONAL LABORATORY FOUNDATION | ||||||||
| 1112 PLAZA DEL NORTE | ESPANOLA | NM | 87532 | 742853972 | 501(C)(3) | $80,000 | $0 | CAPACITY BUILDING- PUEBLO HOME VISITING PROGRAM |
| MESCALERO APACHE TRIBE | ||||||||
| 108 CENTRAL AVENUE | MESCALERO | NM | 88340 | 850098966 | TRIBAL GOVERNMENT | $25,000 | $0 | RAPID RESPONSE WILDFIRES RECOVERY |
| NEW MEXICO ALLIANCE OF HEALTH COUNCILS | ||||||||
| 223 N GUADALUPE ST | SANTA FE | NM | 87501 | 472939987 | 501(C)(3) | $25,000 | $0 | ADVOCACY MEDIA AND LEGAL SERVICES |
| NEW MEXICO COMMUNITY TRUST | ||||||||
| 624 TIJERAS AVE NW | ALBUQUERQUE | NM | 87102 | 854395064 | 501(C)(3) | $50,000 | $0 | TAOS HOUSING PARTNERSHIP CAPACITY BUILDING |
| NEW MEXICO DENTAL ASSOCIATION FOUNDATION | ||||||||
| PO BOX 16854 | ALBUQUERQUE | NM | 87191 | 743146433 | 501(C)(3) | $25,000 | $0 | FREE MEDICAL AND DENTAL CLINIC |
| NEW MEXICO FOUNDATION | ||||||||
| 8 CALLE MEDICO | SANTA FE | NM | 87505 | 850311210 | 501(C)(3) | $1,215,000 | $0 | DONOR ADVISED FUND, NARF ZONE GRANT |
| NEW MEXICO LEGAL AID | ||||||||
| 301 GOLD AVENUE SW | ALBUQUERQUE | NM | 87102 | 850116950 | 501(C)(3) | $200,000 | $0 | MEDICAL-LEGAL ALLIANCE WITH HOSPITAL FOR PATIENT SUPPORT |
| NUSENDA CREDIT UNION | ||||||||
| 4100 PAN AMERICAN FREEWAY NE | ALBUQUERQUE | NM | 87120 | 850105773 | 501(C)(1) | $50,000 | $0 | EXPANDING ACCESS TO CAPITAL FOR NORTHERN NM MICROLOANS |
| SANTA FE COMMUNITY FOUNDATION | ||||||||
| PO BOX 1827 | SANTA FE | NM | 87504 | 850303044 | 501(C)(3) | $2,475,000 | $0 | DONOR ADVISED FUNDS AGREEMENT, RESILIENT NM CAPACITY BUILDING, NEW IMMIGRANT BEHAVIOR HEALTH; S3 SANTA FE HOUSING INITIATIVE FUND |
| SANTA FE RECOVERY CENTER | ||||||||
| 5312 JAGUAR DRIVE | SANTA FE | NM | 87507 | 850216976 | 501(C)(3) | $180,000 | $0 | RAPID RESPOSE - CONSULTING SERVICES |
| TAOS COMMUNITY FOUNDATION INC | ||||||||
| PO BOX 1925 | TAOS | NM | 87571 | 850425147 | 501(C)(3) | $750,000 | $0 | DONOR ADVISED FUNDS AGREEMENT |
| TAOS HOUSING PARTNERSHIP | ||||||||
| PO BOX 964 | TAOS | NM | 87571 | 934229414 | 501(C)(3) | $50,000 | $0 | AFFORDABLE HOUSING |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 18 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ANCHORUM USES A COMBINATION OF GRANT APPLICATIONS, PROPOSALS, AND CONVERSATIONS WITH ORGANIZATIONS TO MAKE A GRANT AWARD DECISION AND TO DEVELOP BOTH QUANTITATIVE AND QUALITATIVE GOALS FOR OUR GRANT RECIPIENTS. THE GRANT PURPOSE AND OBJECTIVES ARE OUTLINED IN A WRITTEN GRANT LETTER OR GRANT AGREEMENT. GRANTEE ELIGIBILITY TO RECEIVE A GRANT IS VERIFIED AND RECORDED USING THE CURRENT IRS BUSINESS MASTER FILE TO VERIFY CURRENT NONPROFIT STATUS. THROUGH BOTH APPLICATIONS AND PERIODIC REPORTING AFTER THE GRANT AWARD, GRANTEES DEVELOP, TRACK AND MEASURE, IN CONSULTATION WITH ANCHORUM, THEIR EXPECTED PERFORMANCE MEASURES AND ACTUAL RESULTS FOR THE PROJECT OR PROGRAM ACTIVITIES FUNDED BY THE GRANT. BOTH THE GRANTEE AND THE GRANTOR PARTICIPATE IN ONGOING EVALUATION OF A GRANT'S PLANNED ACTIVITIES, GOALS, AND ACHIEVEMENTS AND COLLABORATE IN ESTABLISHING DELIVERABLES OR SUCCESS METRICS FOR ANY POSSIBLE FUTURE GRANTS UNDER MULTI-YEAR AGREEMENTS. DOCUMENTATION FOR BOTH GRANT AWARD AND SUBSEQUENT MONITORING IS MAINTAINED IN OUR RECORDS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JERRY JONES | ||||||||||||||
| PRESIDENT AND CEO | $130,693 | $288,704 | $0 | $25,000 | $0 | $0 | $26,125 | $13,375 | $9,703 | $29,486 | $166,521 | $356,565 | $0 | $0 |
| JENNIFER CRYSLER | ||||||||||||||
| CFO/CORPORATE TREASURER | $75,272 | $134,347 | $50,000 | $15,000 | $0 | $0 | $22,414 | $7,521 | $3,167 | $9,580 | $150,853 | $166,448 | $0 | $0 |
| LISA ESTRADA | ||||||||||||||
| CORPORATE SECRETARY (THRU 10/13/23) | $0 | $85,423 | $0 | $0 | $0 | $88,067 | $0 | $3,750 | $0 | $18,729 | $0 | $195,969 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 4A | LISA ESTRADA RECEIVED A SEVERANCE PAYMENT OF $88,067 FROM ANCHORUM HEALTH FOUNDATION'S RELATED ORGANIZATION, ANCHORUM ST. VINCENT. |
| PART I, LINE 7 | THE EXECUTIVE TEAM, AS PART OF THEIR COMPENSATION PACKAGE, ARE ENTITLED TO EARN AND RECEIVE DISCRETIONARY, INCENTIVE BONUSES FOR MEETING ANNUAL ORGANIZATIONAL AND TEAM GOALS. GOALS FOR THE EXECUTIVE STAFF ARE MEMORIALIZED, MONITORED, AND EVALUATED ANNUALLY BY THE BOARD OF DIRECTORS, AND THE DISCRETIONARY BONUS AWARDS, IF ANY, ARE APPROVED BY THE BOARD OF DIRECTORS. ADDITIONALLY, SEVERAL SENIOR MEMBERS OF THE EXECUTIVE TEAM ARE ENTITLED TO A NONQUALIFIED RETENTION PAYMENT, WHICH IS ACCRUED ANNUALLY AND WILL BE PAID IN THE FUTURE SHOULD THE EMPLOYEE COMPLETE THE CONTRACT TERM. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $33,909,263 | NoncashContributionsRptF990Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | NUMBER OF CONTRIBUTORS | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 2 | ANCHORUM HEALTH FOUNDATION ESTABLISHED A CLINICAL SUPPORT FUND TO PROVIDE DIRECT SUPPORT FOR THE CLINICAL PROGRAMS OF CHRISTUS ST. VINCENT REGIONAL MEDICAL CENTER. AHF ALSO STARTED COMMUNITY SUPPORT INITIATIVES INCLUDING TECHNICAL SUPPORT TO AREA NONPROFITS, COMMISSIONING RESEARCH ON COMMUNITY HEALTH ISSUES, CONVENING STAKEHOLDERS AND DECISION MAKERS AROUND HEALTH TOPICS, AND PROVIDING SPONSORSHIPS (GRANTS) TO SUPPORT COMMUNITY EVENTS FOR NONPROFITS ADDRESSING THE SOCIAL IMPEDIMENTS TO HEALTH. ALSO, AHF ADDED ADMINISTRATIVE FUNCTIONS, INVESTMENT MANAGEMENT AND OTHER ORGANIZATIONAL SUPPORT AS A PROGRAM SERVICE. |
| FORM 990, PART VI, SECTION A, LINE 4 | THE AMENDED BYLAWS WERE EFFECTIVE JUNE 27, 2024. CHANGES INCLUDED ADJUSTMENTS TO VOTING RIGHTS, MEETING FREQUENCY REQUIREMENTS, AND COMMITTEE STRUCTURE AND MAKEUP. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 WAS PROVIDED TO THE BOARD FOR THEIR REVIEW PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | EVERY DIRECTOR AND OFFICER, IN A MANNER AND FORM PRESCRIBED BY THE CONFLICT OF INTEREST POLICY ADOPTED BY THE BOARD, IS REQUIRED AS A CONDITION OF HIS OR HER OFFICE TO DISCLOSE FULLY ANY CONFLICT OF INTEREST AS DEFINED IN THE CONFLICT OF INTEREST POLICY. ANY PERSON WITH A CONFLICT OF INTEREST SHOULD NOT PARTICIPATE IN ANY DELIBERATION OR VOTE REGARDING A MATTER WHICH MAY HAVE EITHER AN ACTUAL OR PERCEIVED CONFLICT. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ORGANIZATION USES PEER BENCHMARKING DATA FROM THE MOST CURRENT COUNCIL ON FOUNDATIONS SALARY SURVEY DATA, AS WELL AS AVAILABLE DATA FROM COMPARABLY SIZED FOUNDATIONS IN OUR SERVICE AREA. THE CEO'S COMPENSATION IS APPROVED BY THE BOARD CHAIR, AND ALL OTHER STAFF COMPENSATION IS APPROVED BY THE CEO IN ACCORDANCE WITH BOARD-APPROVED BUDGET PARAMETERS. DELIBERATIONS AND DECISIONS ARE DOCUMENTED. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE ON THE NEW MEXICO ATTORNEY GENERAL'S WEBSITE. THE CONFLICT OF INTEREST STATEMENT IS NOT MADE AVAILABLE TO THE PUBLIC. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| ANCHORUM VENTURES LLC | |||||||||
| 309 READ STREET | SANTA FE | NM | 87501 | 933429250 | INCUBATOR ORGANIZATION FOR NEW JOINT VENTURES | NM | $164 | $40,009 | ANCHORUM HEALTH FOUNDATION |
| ANCHORUM CLINICAL SUPPORT FUND LLC | |||||||||
| 309 READ STREET | SANTA FE | NM | 87501 | 933414118 | CUSTODIAN OF FUNDS INVESTED TO SUPPORT CHRISTUS ST. VINCENT REGIONAL MEDICAL | NM | $109,157,590 | $89,162,590 | ANCHORUM HEALTH FOUNDATION |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANCHORUM ST VINCENT | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 309 READ STREET | AddressLine1Txt |
| City | SANTA FE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 261592592 | EIN |
| Primary Activities | SUPPORTING ORGANIZATION | PrimaryActivitiesTxt |
| Legal Domicile State | NM | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 12A, I | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANCHORUM HEALTH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| ANCHORUM ST VINCENT | ||
| C | $487,622,569 | FMV |
| ANCHORUM ST VINCENT | ||
| Q | $56,426 | FMV |