2025-05-12T12:14:10-05:00 2024-06-30 910189318 MOSS ADAMS LLP 6565 AMERICAS PARKWAY NE STE 600 ALBUQUERQUE NM 87110 990 2023-07-01 873194433 ANCHORUM HEALTH FOUNDATION ANCH 5059893336 309 READ STREET SANTA FE NM 87501 JENNIFER CRYSLER CFO/CORPORATE TREASURER 5059839792 2025-05-08 1 1 STEVEN TALBOT P01695427 5058787200 2025-05-08 2023 2025-03-06 01:10:19Z X JERRY JONES 309 READ STREET SANTA FE NM 87501 491185671 0 X ANCHORUM.ORG X 2021 NM ANCHORUM HEALTH FOUNDATION IS DEDICATED TO IMPROVING THE CONDITIONS THAT HAVE THE GREATEST INFLUENCE ON THE HEALTH OF COMMUNITIES AND PEOPLE IN OUR REGION. 5 4 9 4 0 0 635000 487623569 0 0 286 2146889 0 0 635286 489770458 0 26269371 0 0 0 1744191 0 0 0 565514 1688433 565514 29701995 69772 460068463 106354 465372466 22554 546053 83800 464826413 X 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. 1 0 6475231 6269371 ANCHORUM HEALTH FOUNDATION PROVIDES GRANT FUNDING TO COMMUNITY-BASED NONPROFITS ACCROSS THE REGION WORKING TO IMPROVE THE BARRIERS TO HEALTH FOR PEOPLE AND COMMUNITIES. 20000000 20000000 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. 261103 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. 1032565 ADMINISTRATIVE FUNCTIONS, INVESTMENT MANAGEMENT, AND OTHER ORGANIZATIONAL SUPPORT. 1032565 27768899 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 1 8 0 1 9 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 4 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NM X X JENNIFER CRYSLER CFOCORPORATE TREASURER 5059893336 309 READ STREET SANTA FE NM 87501 SAYURI YAMADA BOARD CHAIR 2.00 5.00 X X 0 0 0 WENDY TREVISANI BOARD VICE CHAIR 2.00 5.00 X X 0 0 0 JERRY JONES PRESIDENT AND CEO 30.00 10.00 X X 130693 313704 78689 CHRISTINA CAMPOS BOARD MEMBER 2.00 0.00 X 0 0 0 RICHARD LUARKIE BOARD MEMBER 2.00 0.00 X 0 0 0 JENNIFER CRYSLER CFO/CORPORATE TREASURER 30.00 10.00 X 125272 149347 42682 LISA ESTRADA CORPORATE SECRETARY (THRU 10/13/23) 2.00 38.00 X 0 173490 22479 255965 636541 143850 2 0 1 0 NEWPOINT HEALTHCARE ADVISORS LLC 2929 N CENTRAL AVE 21ST FLOOR PHOENIX AZ 85012 STRATEGIC CONSULTING 125000 MCDERMOTT WILL & EMERY LLP PO BOX 1675 CAROL STREAM IL 601321675 LEGAL SERVICES 118642 2 487622569 1000 33909263 487623569 2017957 2017957 1544145 1415213 128932 128932 128932 489770458 0 0 2146889 26269371 26269371 653984 400200 253784 911156 528470 382686 23257 13489 9768 60504 34185 26319 95290 56221 39069 210948 210948 10398 10398 77446 77446 852466 332403 520063 146369 57560 88809 23830 23830 134962 134962 32571 32571 9548 9548 41208 41208 CONVENINGS (COMMUNITY I 77000 77000 DUES AND SUBSCRIPTIONS 11369 11369 60318 60318 29701995 27768899 1933096 0 70985 9636497 403163306 275000 11500 112731 28644 14322 23869 14322 44478217 7635967 0 56426 106354 465372466 22554 546053 22554 546053 X 83800 372263450 92562963 83800 464826413 106354 465372466 460068463 4674150 0 X 0 1 X 1 0 X 146280 635000 487623569 488404849 146280 635000 487623569 488404849 478595387 9809462 4 286 2017957 2018247 490423096 X PART II, SHORT YEAR 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 29701995 29701995 1000000 250000 0 0 1000000 1000000 1500000 250000 250000 375000 28644 14322 14322 14322 CENTRAL AMERICA AND THE CARIBBEAN - 0 0 INVESTMENTS 5139025 0 0 0 0 0 0 5139025 0 5139025 1 0 1 0 0 0 PART I, LINE 3: ACCRUAL 1 CHRISTUS ST VINCENT MEDICAL CENTER 455 ST MICHAELS DIRVE SANTA FE NM 87502 814637279 501(C)(3) 20000000 0 CLINICAL SUPPORT FUND COMMUNITY FOUNDATION OF SOUTHERN NEW MEXICO 2640 EL PASEO RD LAS CRUCES NM 88001 850455682 501(C)(3) 25000 0 RAPID RESPONSE LINCOLN AND OTERO WILDFIRES RECOVERY COMMUNITY INVESTMENT ALLIANCE 19232 E BAKER PLACE AURORA CO 80013 871480212 501(C)(3) 121400 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) 60000 0 RAPID RESPONSE RESTATEMET LA FAMILIA MEDICAL CENTER PO BOX 5395 SANTA FE NM 87502 850220875 501(C)(3) 22971 0 TURNAROUND CONSULTING SERVICE FUNDS LAS VEGAS NEW MEXICO COMMUNITY FOUNDATION PO BOX 1002 LAS VEGAS NM 87701 821340450 501(C)(3) 750000 0 DONOR ADVISED FUNDS AGREEMENT LOS ALAMOS COMMUNITY FOUNDATION 1200 TRINITY DRIVE STE 120 LOS ALAMOS NM 87544 352546420 501(C)(3) 150000 0 DONOR ADVISED FUNDS AGREEMENT LOS ALAMOS NATIONAL LABORATORY FOUNDATION 1112 PLAZA DEL NORTE ESPANOLA NM 87532 742853972 501(C)(3) 80000 0 CAPACITY BUILDING- PUEBLO HOME VISITING PROGRAM MESCALERO APACHE TRIBE 108 CENTRAL AVENUE MESCALERO NM 88340 850098966 TRIBAL GOVERNMENT 25000 0 RAPID RESPONSE WILDFIRES RECOVERY NEW MEXICO ALLIANCE OF HEALTH COUNCILS 223 N GUADALUPE ST SANTA FE NM 87501 472939987 501(C)(3) 25000 0 ADVOCACY MEDIA AND LEGAL SERVICES NEW MEXICO COMMUNITY TRUST 624 TIJERAS AVE NW ALBUQUERQUE NM 87102 854395064 501(C)(3) 50000 0 TAOS HOUSING PARTNERSHIP CAPACITY BUILDING NEW MEXICO DENTAL ASSOCIATION FOUNDATION PO BOX 16854 ALBUQUERQUE NM 87191 743146433 501(C)(3) 25000 0 FREE MEDICAL AND DENTAL CLINIC NEW MEXICO FOUNDATION 8 CALLE MEDICO SANTA FE NM 87505 850311210 501(C)(3) 1215000 0 DONOR ADVISED FUND, NARF ZONE GRANT NEW MEXICO LEGAL AID 301 GOLD AVENUE SW ALBUQUERQUE NM 87102 850116950 501(C)(3) 200000 0 MEDICAL-LEGAL ALLIANCE WITH HOSPITAL FOR PATIENT SUPPORT NUSENDA CREDIT UNION 4100 PAN AMERICAN FREEWAY NE ALBUQUERQUE NM 87120 850105773 501(C)(1) 50000 0 EXPANDING ACCESS TO CAPITAL FOR NORTHERN NM MICROLOANS SANTA FE COMMUNITY FOUNDATION PO BOX 1827 SANTA FE NM 87504 850303044 501(C)(3) 2475000 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) 180000 0 RAPID RESPOSE - CONSULTING SERVICES TAOS COMMUNITY FOUNDATION INC PO BOX 1925 TAOS NM 87571 850425147 501(C)(3) 750000 0 DONOR ADVISED FUNDS AGREEMENT TAOS HOUSING PARTNERSHIP PO BOX 964 TAOS NM 87571 934229414 501(C)(3) 50000 0 AFFORDABLE HOUSING 18 1 PART I, LINE 2: 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. X X 1 0 0 0 0 0 0 1 0 JERRY JONES PRESIDENT AND CEO 130693 288704 0 25000 0 0 26125 13375 9703 29486 166521 356565 0 0 JENNIFER CRYSLER CFO/CORPORATE TREASURER 75272 134347 50000 15000 0 0 22414 7521 3167 9580 150853 166448 0 0 LISA ESTRADA CORPORATE SECRETARY (THRU 10/13/23) 0 85423 0 0 0 88067 0 3750 0 18729 0 195969 0 0 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. X 1 33909263 0 0 1 0 PART I, COLUMN (B): NUMBER OF CONTRIBUTORS 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. ANCHORUM VENTURES LLC 309 READ STREET SANTA FE NM 87501 933429250 INCUBATOR ORGANIZATION FOR NEW JOINT VENTURES NM 164 40009 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 109157590 89162590 ANCHORUM HEALTH FOUNDATION ANCHORUM ST VINCENT 309 READ STREET SANTA FE NM 87501 261592592 SUPPORTING ORGANIZATION NM 501(C)(3) LINE 12A, I ANCHORUM HEALTH FOUNDATION 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 ANCHORUM ST VINCENT C 487622569 FMV ANCHORUM ST VINCENT Q 56426 FMV