2018-05-15T12:12:31-05:00 2017-06-30 850455053 SWAIN & GRIECO LLC 2050 BOTULPH ROAD SUITE A SANTA FE NM 87505 990 2016-07-01 850282847 ST VINCENT HOSPITAL FOUNDATION STVI 5059135209 455 ST MICHAELS DRIVE SANTA FE NM 87505 JEFFREY LAMIE PRESIDENT & CEO 5059135209 2018-05-14 1 MICHAEL D SWAIN CPA P00120406 5059883770 2016 2022-09-23 18:48:47Z JEFFREY LAMIE 455 ST MICHAELS DRIVE SANTA FE NM 87505 9370314 0 X STVIN.ORG/FOUNDATION X 1980 NM TO SUPPORT AND BENEFIT CHRISTUS ST. VINCENT REGIONAL MEDICAL CENTER IN SANTA FE, NEW MEXICO. 18 18 0 30 0 0 7290323 1420673 40087 47959 242875 140053 -175757 2636 7397528 1611321 0 0 0 0 669135 677385 0 0 4646 3130102 2653172 3799237 3330557 3598291 -1719236 12807145 12004039 143107 391822 12664038 11612217 THE FOUNDATION WAS INCORPORATED TO PROVIDE SUPPORT AND BENEFIT TO THE CHRISTUS ST. VINCENT REGIONAL MEDICAL CENTER (HOSPITAL) IN SANTA FE, NEW MEXICO. 0 0 2465764 IN ADDITION TO ITS OTHER EXPENDITURES ON BEHALF OF THE HOSPITAL, THE FOUNDATION MADE DIRECT CONTRIBUTIONS TO THE HOSPITAL FOR THE CAPITAL EXPANSION PROJECT AND TO SUPPORT ITS VARIOUS PROGRAMS AND DEPARTMENTS, SUCH AS THE INTENSIVE CARE UNIT, CANCER FUND, HOSPITAL EDUCATION, AND NURSE EDUCATION. 2205 47959 IN AN EFFORT TO ASSIST THE HOSPITAL WITH EMPLOYEE RETENTION, THE FOUNDATION AGREED TO PARTICIPATE IN A PROGRAM TO PROVIDE FINANCIAL ASSISTANCE TO ELIGIBLE EMPLOYEES FOR THE PURCHASE OF PERSONAL RESIDENCES. THE FOUNDATION WILL PROVIDE UP TO $1,000,000 IN BELOW-MARKET SECOND MORTGAGE LOAN ASSISTANCE TO EMPLOYEES WHO MEET THE ELIGIBILITY REQUIREMENTS DEFINED IN THE EMPLOYEE HOUSING PROGRAM AGREEMENT. 2467969 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NM X X THE ORGANIZATION 5059135209 455 ST MICHAELS DRIVE SANTA FE NM 87505 PHILIP VASTA CHAIR 2.00 X X 0 0 0 MARY MACUKAS CFP VICE CHAIR 2.00 X X 0 0 0 DANIEL BURNS CFA TREASURER 2.00 X X 0 0 0 CHRISTINE LEGRAND LEHMAN JD SECRETARY 2.00 X X 0 0 0 CAROLINE BURNETT DIRECTOR 2.00 X 0 0 0 JAN DENTON DIRECTOR 2.00 X 0 0 0 PHILIP GOLDSTONE DIRECTOR 2.00 X 0 0 0 MARCO GONZALES JD DIRECTOR 2.00 X 0 0 0 CHARLES GOODMAN DIRECTOR 2.00 X 0 0 0 FRANK HOGAN DIRECTOR 2.00 X 0 0 0 LILY LOVE MD DIRECTOR 2.00 X 0 0 0 LINDA OSBORNE DIRECTOR 2.00 X 0 0 0 DOLORES OVERTON DIRECTOR 2.00 X 0 0 0 BUDDY ROYBAL DIRECTOR 2.00 X 0 0 0 JEFFREY LAMIE PRESIDENT & CEO 40.00 X X 0 81732 12834 ROBERT A GLICK PHD FORMER PRESIDENT/CEO 40.00 X 0 120536 12125 KARL FERGUSON FORMER COO/CFO 40.00 X 0 128043 23377 0 330311 48336 0 1 1 0 0 1420673 229667 1420673 MORTGAGE LOAN INTEREST 522291 47959 47959 47959 130634 130634 7572473 7563054 9419 9419 9419 198575 195939 2636 2636 1611321 47959 0 142689 381876 381876 295509 295509 15965 15965 7996 7996 4646 4646 43462 43462 45000 45000 7126 7126 289 289 CONTRIBUTIONS TO CHRIST 2386560 2386560 PLANNED GIVING 76015 76015 MISCELLANEOUS 59689 59689 BAD DEBT EXPENSE 5394 5394 1030 1030 3330557 2467969 857942 4646 1226100 623473 2708743 2476375 726824 702863 4491 4272 508 219 7233858 7278161 911112 922948 12807145 12004039 97341 366318 45766 25504 143107 391822 X 10700208 9210166 1774159 2212380 189671 189671 12664038 11612217 12807145 12004039 X -1719236 636986 30429 X 0 1 X 1 0 X 2154892 1741997 1238607 6977786 1420673 13533955 2154892 1741997 1238607 6977786 1420673 13533955 4737907 8796048 128659 137122 196746 225229 178593 866349 14400304 0.61080 0.61240 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5383532 67758 777039 6228329 4610062 784814 -11344 5383532 4579544 30518 4610062 3872282 707262 4579544 3442054 430228 3872282 0 0 4491 4272 219 219 CASH HELD FOR OTHERS 5690 BENEFICIAL INTEREST IN CHARITABLE REMAINDER TRUST 917258 922948 CHARITABLE GIFT ANNUITY 19814 CASH HELD FOR OTHERS 5690 25504 X 2474675 667415 667415 1807260 -195939 -195939 1611321 3526496 195939 195939 3330557 0 3330557 PART V, LINE 4: THE ENDOWMENT FUND WAS ESTABLISHED TO SUPPORT THE FOUNDATION'S OPERATIONS. THE FOUNDATION'S PRIMARY RESPONSIBILITY IS TO SUPPORT THE HOSPITAL AND ITS PROGRAMS AND TO FULFILL ITS DONOR'S WISHES IN REGARDS TO THAT SUPPORT. PART X, LINE 2: THE FOUNDATION IS A NON-PROFIT ORGANIZATION THAT IS EXEMPT FROM FEDERAL INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND CLASSIFIED BY THE INTERNAL REVENUE SERVICE AS OTHER THAN A PRIVATE FOUNDATION. THE FOUNDATION DOES NOT HAVE UNRELATED BUSINESS INCOME AND, ACCORDINGLY, NO PROVISIONS FOR INCOME TAXES HAVE BEEN MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE FOUNDATION FILES AN ANNUAL INFORMATION RETURN (FORM) 990 WITH THE INTERNAL REVENUE SERVICE. THERE ARE NO UNCERTAIN TAX POSITIONS FOR THE YEARS ENDED JUNE 30, 2017 AND 2016. AS OF JUNE 30, 2017, TAX YEARS 2013 THROUGH 2015 REMAIN SUBJECT TO EXAMINATION BY MAJOR TAX AUTHORITIES. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENTS -195,939. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS 195,939. GALA 198575 198575 195939 198575 198575 195939 195939 2636 X X X X 1 0 0 0 0 0 0 0 0 ROBERT A GLICK PHD FORMER PRESIDENT/CEO 0 120536 0 0 0 0 0 357 0 11768 0 132661 0 0 KARL FERGUSON FORMER COO/CFO 0 128043 0 0 0 0 0 3687 0 19690 0 151420 0 0 X 7 X GALA ADVERTISING 240 34627 FAIR MARKET VALUE 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE BOARD'S FINANCE COMMITTEE PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE ASKED ANNUALLY TO DISCLOSE IF THEY HAVE ANY RELATIONSHIPS WITH VENDORS. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE DIRECTOR'S SALARY IS PAID BY THE HOSPITAL. THE COMPENSATION IS REVIEWED AND COMPARED ANNUALLY BY AN INDEPENDENT HOSPITAL COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 ALL FOUNDATION DOCUMENTS ARE AVAILABLE BY WRITTEN REQUEST OR BY USING THE FOUNDATION WEBSITE WWW.STVIN.ORG/FOUNDATION. DOCUMENTS ARE PROVIDED AT NO CHARGE. FORM 990, PART XI, LINE 9: INCREASE IN FAIR MARKET VALUE OF CHARITABLE REMAINDER TRUST 30,429. ST VINCENT REGIONAL MEDICAL CENTER 455 ST MICHAELS DRIVE SANTA FE NM 87505 850106941 HOSPITAL NM 501(C)(3) LINE 3 N/A 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 ST VINCENT REGIONAL MEDICAL CENTER B 2386560 ACCRUAL ST VINCENT REGIONAL MEDICAL CENTER N 195040 ACCRUAL