SACRAMENTO MOUNTAINS FOUNDATION INC: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization: SACRAMENTO MOUNTAINS FOUNDATION INC (EIN 93-1921211)
Tax period: 2024-01-01 to 2024-12-31
Filed: 2025-11-17
IRS object ID: 202523219349323612
Schema version: 2024v5.1
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 B
Schedule D
Schedule I
Schedule J
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2025-11-17T17:31:27+00:00	ReturnTs
Tax Period End	2024-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	135381590	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	BDO USA	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	8001 FORSYTH BLVD STE 900	AddressLine1Txt
City	ST LOUIS	CityNm
State Abbreviation	MO	StateAbbreviationCd
ZIP	63105	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2024-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	931921211	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Sacramento Mountains Foundation Inc	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	SACR	BusinessNameControlTxt
Phone	5754797435	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2360 Indian Wells Road Suite C	AddressLine1Txt
City	Alamogordo	CityNm
State Abbreviation	NM	StateAbbreviationCd
ZIP	88310	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	John D Wheeler	PersonNm
Person Title	Executive Director	PersonTitleTxt
Phone	5754797435	PhoneNum
Signature	2025-11-17	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (true)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	KIMBERLY TORTORA	PreparerPersonNm
PTIN	P01856820	PTIN
Phone	3148891100	PhoneNum
Preparation	2025-11-17	PreparationDt

Field	Value	IRS element (for citing)
Tax	2024	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	John D Wheeler	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2360 Indian Wells Road Suite C	AddressLine1Txt
City	Alamogordo	CityNm
State Abbreviation	NM	StateAbbreviationCd
ZIP	88310	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$43,881,061	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c	Yes (X)	Organization501cInd
Website Address	sacmtns.org	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	2023	FormationYr
Legal Domicile State	DE	LegalDomicileStateCd
Activity Or Mission	TO IMPROVE THE QUALITY OF LIFE OF THE RESIDENTS OF OTERO COUNTY, WHETHER IT BE HEALTH-RELATED, RECREATIONAL, EDUCATIONAL, OR SOME OTHER IDENTIFIED NEED.	ActivityOrMissionDesc
Voting Members Governing Body	9	VotingMembersGoverningBodyCnt
Voting Members Independent	1	VotingMembersIndependentCnt
Total Employee	5	TotalEmployeeCnt
Total Volunteers	0	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
PY Contributions Grants	$240,183,958	PYContributionsGrantsAmt
CY Contributions Grants	$1,126,553	CYContributionsGrantsAmt
CY Program Service Revenue	$0	CYProgramServiceRevenueAmt
PY Investment Income	$6,477,102	PYInvestmentIncomeAmt
CY Investment Income	$9,688,811	CYInvestmentIncomeAmt
PY Other Revenue	$0	PYOtherRevenueAmt
CY Other Revenue	$0	CYOtherRevenueAmt
PY Total Revenue	$246,661,060	PYTotalRevenueAmt
CY Total Revenue	$10,815,364	CYTotalRevenueAmt
PY Grants And Similar Paid	$1,506,783	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$408,324	CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$191,183	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$896,544	CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$399,973	PYOtherExpensesAmt
CY Other Expenses	$1,150,991	CYOtherExpensesAmt
PY Total Expenses	$2,097,939	PYTotalExpensesAmt
CY Total Expenses	$2,455,859	CYTotalExpensesAmt
PY Revenues Less Expenses	$244,563,121	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$8,359,505	CYRevenuesLessExpensesAmt
Total Assets BOY	$244,704,857	TotalAssetsBOYAmt
Total Assets EOY	$268,650,741	TotalAssetsEOYAmt
Total Liabilities BOY	$141,736	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$1,876,375	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$244,563,121	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$266,774,366	NetAssetsOrFundBalancesEOYAmt
Mission	THE SACRAMENTO MOUNTAINS FOUNDATION IS DEDICATED TO ENHANCING THE WELL-BEING AND QUALITY OF LIFE FOR THE RESIDENTS OF OTERO COUNTY. OUR MISSION IS ROOTED IN FORGING STRONG, STRATEGIC PARTNERSHIPS WITH LOCAL NONPROFITS. BY CONSISTENTLY IDENTIFYING AND ADDRESSING THE EVOLVING ASSETS AND OPPORTUNITIES IN OUR COMMUNITY, BY EXPANDING THE CAPACITY OF OUR LOCAL INSTITUTIONS AND NONPROFIT PARTNERS, AND BY WORKING TOGETHER WITH OUR NEIGHBORS, WE COMMIT TO NURTURING A HEALTHIER, MORE VIBRANT OTERO COUNTY FOR ALL.	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$687,298	ExpenseAmt
Grant	$408,324	GrantAmt
Revenue	$0	RevenueAmt
Desc	TO IMPROVE THE QUALITY OF LIFE OF THE RESIDENTS OF OTERO COUNTY.	Desc
Total Program Service Expenses	$687,298	TotalProgramServiceExpensesAmt
Described In Section501c3	false	DescribedInSection501c3Ind
Schedule B Required	Yes (true)	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	false	LobbyingActivitiesInd
Subject To Proxy Tax	false	SubjectToProxyTaxInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	false	CollectionsOfArtInd
Credit Counseling	Yes (true)	CreditCounselingInd
Donor Rstr Or Quasi Endowments	false	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (true)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	false	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	false	ReportOtherAssetsInd
Report Other Liabilities	false	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (true)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (true)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	false	ConsolidatedAuditFinclStmtInd
School Operating	false	SchoolOperatingInd
Foreign Office	false	ForeignOfficeInd
Foreign Activities	false	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	false	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	Yes (true)	GrantsToOrganizationsInd
Grants To Individuals	Yes (true)	GrantsToIndividualsInd
Schedule J Required	Yes (true)	ScheduleJRequiredInd
Tax Exempt Bonds	false	TaxExemptBondsInd
Escrow Account	false	EscrowAccountInd
On Behalf Of Issuer	false	OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	false	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	false	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	false	DeductibleNonCashContriInd
Deductible Art Contribution	false	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	false	DisregardedEntityInd
Related Entity	false	RelatedEntityInd
Related Organization Ctrl Ent	false	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	false	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
IRP Document	20	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	5	EmployeeCnt
Employment Tax Returns Filed	Yes (true)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	false	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	false	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	9	GoverningBodyVotingMembersCnt
Independent Voting Member	1	IndependentVotingMemberCnt
Family Or Business Rln	Yes (true)	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	false	MembersOrStockholdersInd
Election Of Board Members	false	ElectionOfBoardMembersInd
Decisions Subject To Approva	false	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Policies Reference Chapters	false	PoliciesReferenceChaptersInd
Form990 Provided To Gvrn Body	Yes (true)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (true)	RegularMonitoringEnfrcInd
Whistleblower Policy	false	WhistleblowerPolicyInd
Document Retention Policy	false	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (true)	CompensationProcessCEOInd
Compensation Process Other	Yes (true)	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
Written Policy Or Procedure	false	WrittenPolicyOrProcedureInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE ORGANIZATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	5754797435	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2360 INDIAN WELLS ROAD SUITE C	AddressLine1Txt
City	ALAMOGORDO	CityNm
State Abbreviation	NM	StateAbbreviationCd
ZIP	88310	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt
NORM ARNOLD
CHAIRMAN OF THE BOARD	10.0	Yes (X)	Yes (X)	$50,000	$0	$15
REX WILSON
VICE CHAIRMAN OF THE BOARD	4.0	Yes (X)	Yes (X)	$36,000	$0	$2,963
WILLIAM MAYTON
SECRETARY/TREASURER	4.0	Yes (X)	Yes (X)	$36,000	$0	$2,962
ANDREW LANCASTER
BOARD MEMBER	2.0	Yes (X)		$24,000	$0	$1,980
JULIE GRINDER
BOARD MEMBER	2.0	Yes (X)		$18,000	$0	$1,489
KATHY FULLER
BOARD MEMBER	2.0	Yes (X)		$8,000	$0	$670
LILIE LEWIS
BOARD MEMBER (AS OF 01/2024)	2.0	Yes (X)		$44,363	$0	$1,980
POLLY HICKMAN
BOARD MEMBER	2.0	Yes (X)		$24,000	$0	$1,980
ROBERT MARTINEZ
BOARD MEMBER	2.0	Yes (X)		$24,000	$0	$1,980
JOHN D WHEELER
EXECUTIVE DIRECTOR	40.0		Yes (X)	$359,575	$0	$12,138
MARY ANN MAYTON
CHIEF OF OPERATIONS	40.0		Yes (X)	$117,303	$0	$4,106

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$741,241	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$32,263	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	2	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	false	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (true)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	CAMBRIDGE ASSOCIATES LLC	BusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	115 FEDERAL STREET	AddressLine1Txt
Address Line2	SUITE 2600	AddressLine2Txt
City	BOSTON	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02110	ZIPCd

Field	Value	IRS element (for citing)
Services	INVESTMENT PORTFOLIO MANAGEMENT	ServicesDesc
Compensation	$629,909	CompensationAmt

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	1	CntrctRcvdGreaterThan100KCnt
All Other Contributions	$1,126,553	AllOtherContributionsAmt
Total Contributions	$1,126,553	TotalContributionsAmt

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$0	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$8,354,634	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$8,354,634	ExclusionAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$0	RealAmt
Personal	$0	PersonalAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$34,399,874	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$33,065,697	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$1,334,177	SecuritiesAmt
Other	$0	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,334,177	TotalRevenueColumnAmt
Exclusion	$1,334,177	ExclusionAmt

Miscellaneous Revenue MiscellaneousRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$0	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$10,815,364	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$9,688,811	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$408,324	TotalAmt
Program Services	$408,324	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$773,504	TotalAmt
Program Services	$169,094	ProgramServicesAmt
Management And General	$604,410	ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$67,123	TotalAmt
Program Services	$48,307	ProgramServicesAmt
Management And General	$18,816	ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$1,523	TotalAmt
Program Services	$1,523	ProgramServicesAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$21,767	TotalAmt
Program Services	$5,854	ProgramServicesAmt
Management And General	$15,913	ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$32,627	TotalAmt
Program Services	$11,192	ProgramServicesAmt
Management And General	$21,435	ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$10,155	TotalAmt
Management And General	$10,155	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$91,223	TotalAmt
Management And General	$91,223	ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$847,216	TotalAmt
Management And General	$847,216	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$27,725	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$27,725	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$7,802	TotalAmt
Management And General	$7,802	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$32,408	TotalAmt
Management And General	$32,408	ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$11,553	TotalAmt
Program Services	$4,772	ProgramServicesAmt
Management And General	$6,781	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$20,886	TotalAmt
Management And General	$20,886	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$12,445	TotalAmt
Program Services	$5,458	ProgramServicesAmt
Management And General	$6,987	ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$43,617	TotalAmt
Program Services	$27,926	ProgramServicesAmt
Management And General	$15,691	ManagementAndGeneralAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$91	TotalAmt
Management And General	$91	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$15,251	TotalAmt
Management And General	$15,251	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$9,877	TotalAmt
Management And General	$9,877	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
Other	$9,867	$2,758	$7,109
MEALS EXPENSES	$8,350	$2,090	$6,260	$0
DUES & SUBSCRIPTIONS	$2,525		$2,525	$0

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$2,455,859	TotalAmt
Program Services	$687,298	ProgramServicesAmt
Management And General	$1,768,561	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$2,470,085	BOYAmt
EOY	$1,404,154	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$242,088,351	BOYAmt
EOY	$226,213,059	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$550	BOYAmt
EOY	$0	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$145,871	BOYAmt
EOY	$180,175	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$485,485	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$15,251	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
EOY	$470,234	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
EOY	$38,524,603	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$1,858,516	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$244,704,857	BOYAmt
EOY	$268,650,741	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$141,736	BOYAmt
EOY	$17,859	EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

Field	Value	IRS element (for citing)
EOY	$1,858,516	EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$141,736	BOYAmt
EOY	$1,876,375	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	$244,563,121	BOYAmt
EOY	$266,774,366	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$244,563,121	BOYAmt
EOY	$266,774,366	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$244,704,857	BOYAmt
EOY	$268,650,741	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$8,359,505	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$13,557,352	NetUnrlzdGainsLossesInvstAmt
Prior Period Adjustments	$294,388	PriorPeriodAdjustmentsAmt
Other Changes In Net Assets	$0	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	Yes (true)	FSAuditedInd
Audit Committee	Yes (true)	AuditCommitteeInd
Federal Grant Audit Required	false	FederalGrantAuditRequiredInd

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 D IRS990ScheduleD

Field	Value	IRS element (for citing)
Agent Trustee Etc	false	AgentTrusteeEtcInd
Incl Escrow Custodial Acct Liab	Yes (true)	InclEscrowCustodialAcctLiabInd
Explanation Provided	Yes (X)	ExplanationProvidedInd

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$25,000	OtherCostOrOtherBasisAmt
Depreciation	$785	DepreciationAmt
Book Value	$24,215	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$376,795	OtherCostOrOtherBasisAmt
Depreciation	$11,837	DepreciationAmt
Book Value	$364,958	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$83,690	OtherCostOrOtherBasisAmt
Depreciation	$2,629	DepreciationAmt
Book Value	$81,061	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$470,234	TotalBookValueLandBuildingsAmt
Total Liability	$0	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$23,525,500	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$13,557,352	NetUnrealizedGainsInvstAmt
Other Revenue	$0	OtherRevenueAmt
Revenue Not Reported	$13,557,352	RevenueNotReportedAmt
Revenue Subtotal	$9,968,148	RevenueSubtotalAmt
Investment Expenses Not Incld	$847,216	InvestmentExpensesNotIncldAmt
Other Revenues Not Included	$0	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	$847,216	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$10,815,364	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$1,608,643	TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included	$0	OtherExpensesIncludedAmt
Expenses Not Reported	$0	ExpensesNotReportedAmt
Expenses Subtotal	$1,608,643	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$847,216	InvestmentExpensesNotIncld2Amt
Other Expenses Not Included	$0	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	$847,216	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$2,455,859	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

Schedule D, Part IV, Line 2b Explanation of escrow agreement

As part of the sale of the Hospital to CHRISTUS Health, a contingent receipts fund to be held by an escrow agent was established to receive any funds recovered from a previous Hospital funding claim with the Federal Emergency Management Agency (FEMA) and litigation against third-party insurers for short-payment of claims. At the end of seven years, any proceeds remaining within the contingent receipts fund will be distributed 50% to the Foundation and 50% to CHRISTUS Health. The balance in the escrow fund as of December 31, 2024 was $1,858,516. The escrow account is in the name of the Foundation.

Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote

The Organization is exempt from federal and state income taxes on related income under Section 501(c)(4) of the Code and similar state law. GAAP requires management to evaluate tax positions taken by the Foundation and recognize a tax liability if the Foundation has taken an uncertain position that more likely than not would not be sustained upon examination by various federal and state taxing authorities. Management is not aware of any uncertain positions taken or expected to be taken that would require recognition of a liability or disclosure in the accompany financial statements. The Foundation is required to file Federal Form 990, Return of Organization Exempt from Income Tax, which is an informational return only. The Foundation has not filed its federal tax return for the period through December 31, 2024. Tax returns are generally open to examination by the relevant taxing authority for a period of three years from the later of the date the return was filed or its due date (including approved extensions).

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (true)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (14 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt	Non Cash AssistanceNonCashAssistanceAmt	Valuation Method UsedValuationMethodUsedDesc	Non Cash AssistanceNonCashAssistanceDesc
BIG BROTHERS BIG SISTERS
1200 INDIAN WELLS	ALAMOGORDO	NM	88311	261650767	501(C)3	$99,491	EDUCATIONAL & YOUTH DEV.
MAINGATE
1301 N WHITE SANDS	ALAMOGORDO	NM	88310	850109297	501(C)4	$41,559	COMMUNITY ENRICHMENT
THE COUNSELING CENTER
1900 EAST 10TH ST	ALAMOGORDO	NM	88310	850217721	501(C)3	$28,680	EDUCATIONAL & YOUTH DEV.
NEW MEXICO STATE FAIR
300 SAN PEDRO NE	ALBUQUERQUE	NM	87108	745475100	GOVT	$24,570	COMMUNITY ENRICHMENT
FLICKINGER CENTER
1110 NEW YORK AVE	ALAMOGORDO	NM	88310	850326369	501(C)3	$20,000	COMMUNITY ENRICHMENT
KIDS INC
1108 CUBA	ALAMOGORDO	NM	88310	850453687	501(C)3	$20,000	HEALTH & WELLNESS
JORNADA RESEARCH INSTITUTE
PO BOX 684	TULAROSA	NM	88352	451477433	501(C)3	$19,017	COMMUNITY ENRICHMENT
THE BASE OTERO
201 DALE SCOTT AVE	ALAMOGORDO	NM	88310	850201122	501(C)3	$15,500	EDUCATIONAL & YOUTH DEV.
OTERO COUNTY HOSPITAL ASSOCIATION
2669 SCENIC DRIVE	ALAMOGORDO	NM	88311	850138775	501(C)3	$13,500	OTERO COUNTY HEALTH SRVCS
RUNNERS REFUGE
601 DELAWARE AVENUE	ALAMOGORDO	NM	88310	823192544	501(C)3	$9,035	COMMUNITY ENRICHMENT
FIRST ROBOTICS NEW MEXICO INC
30 PINDEXTER ROAD	TULAROSA	NM	88352	815025320	501(C)3	$8,449	EDUCATIONAL & YOUTH DEV.
NEW MEXICO RAILS TO TRAILS
PO BOX 44	CLOUDCROFT	NM	88317	850466318	501(C)3	$7,500	COMMUNITY ENRICHMENT
ALAMOGORDO PUBLIC SCHOOLS
1211 HAWAII AVENUE	ALAMOGORDO	NM	88310	856000100	GOVT	$42,261	EDUCATIONAL & YOUTH DEV.
CITY OF ALAMOGORDO
1376 EAST 9TH STREET	ALAMOGORDO	NM	88310	856000099	GOVT		COMMUNITY ENRICHMENT	$34,825	FMV	SCOREBOARDS

Field	Value	IRS element (for citing)
Total501c3 Org	13	Total501c3OrgCnt
Total Other Org	1	TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds	FormAndLineReferenceDesc
Explanation	THE ORGANIZATION PROVIDES GRANTS TO DOMESTIC NONPROFIT ENTITIES TO SUPPORT PROGRAMS ALIGNED WITH ITS EXEMPT PURPOSE, INCLUDING CHARITABLE, EDUCATIONAL, AND COMMUNITY DEVELOPMENT INITIATIVES. GRANTS ARE AWARDED BASED ON AN APPLICATION AND REVIEW PROCESS TO ENSURE COMPLIANCE WITH IRS REGULATIONS AND ALIGNMENT WITH ORGANIZATIONAL MISSION.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Travel For Companions	Yes (X)	TravelForCompanionsInd
Club Dues Or Fees	Yes (X)	ClubDuesOrFeesInd
Written Policy Ref T And E Expnss	false	WrittenPolicyRefTAndEExpnssInd
Substantiation Required	Yes (true)	SubstantiationRequiredInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	false	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	false	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	false	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	false	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	false	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	false	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	false	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	false	AnyNonFixedPaymentsInd
Initial Contract Exception	false	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

Field	Value	IRS element (for citing)
Person	JOHN D WHEELER	PersonNm
Title	EXECUTIVE DIRECTOR	TitleTxt
Base Compensation Filing Org	$299,575	BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs	$0	CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization	$60,000	BonusFilingOrganizationAmount
Bonus Related Organizations	$0	BonusRelatedOrganizationsAmt
Other Compensation Filing Org	$0	OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs	$0	OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org	$12,138	DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs	$0	DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org	$0	NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs	$0	NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org	$371,713	TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs	$0	TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org	$0	CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs	$0	CompReportPrior990RltdOrgsAmt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule J, Part I, Line 1b Written policy regarding payment or reimbursement of expenses	FormAndLineReferenceDesc
Explanation	Travel expenses were paid for companions if they accompanied the director to a SMF related event.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Form 990, Part VI, Line 12c	Upon election to the Board of Trustees, and thereafter on an annual basis, each Trustee shall disclose in writing, to the best of his or her knowledge, all Financial Interests that such Trustee may have in any corporation, trust, organization, partnership or other entity that provides professional or other goods or services to the Corporation for a fee or other compensation, and any position or other material relationship such Trustee may have with any not-for-profit corporation or trust with which the Corporation has a transaction or arrangement or with which the Corporation is negotiating a transaction or arrangement. A copy of each disclosure statement shall be available to any Trustee of the Corporation upon request. The Board reviews the conflict of interest policy annually at a board meeting. Monitoring of each transaction is done and a list of transactions which have a potential conflict is kept. After a disclosure of a Financial Interest and all other material facts, and after discussion with the Interested Person, the disinterested members of the Board of Trustees shall determine whether a conflict of interest exists. If the Board of Trustees (or appropriate Board-designated committee) determines that a conflict of interest exists with respect to a proposed transaction or arrangement the Trustee(s) having a conflict of interest may make a presentation to the Board of Trustees (or appropriate Board-designated committee) at a regular or special meeting, but after the presentation shall leave the meeting during the discussion of, and vote on, such transaction or arrangement. If there is reasonable cause to believe an Authorized Representative has failed to disclose his Financial Interest in any transaction or arrangement of the Corporation, the Board of Trustees shall inform such Authorized Representative of the basis for such belief and afford such Authorized Representative an opportunity to explain the alleged failure to disclose. If, after hearing such Authorized Representative's response and after making further investigation as warranted by circumstances, the Board of Trustees determines that such Authorized Representative has failed to disclose a Financial Interest, it shall take appropriate disciplinary and corrective action.
Form 990, Part VI, Line 2 Family/business relationships amongst interested persons	Mary Ann Mayton - Family relationship, William Mayton - Family relationship
Form 990, Part VI, Line 11b Review of form 990 by governing body	ALL BOARD MEMBERS WILL RECEIVE A COPY OF THE FORM 990 TO REVIEW BEFORE THE RETURN IS FILED WITH THE IRS.
Form 990, Part VI, Line 15a Process to establish compensation of top management official	THE ORGANIZATION EVALUATES THE PERFORMANCE OF OFFICERS AND EMPLOYEES ANNUALLY. COMPENSATION ADJUSTMENTS ARE RECOMMENDED TO THE BOARD FOR REVIEW AND APPROVAL.
Form 990, Part VI, Line 15b Process to establish compensation of other employees	THE ORGANIZATION EVALUATES THE PERFORMANCE OF OFFICERS AND EMPLOYEES ANNUALLY. COMPENSATION ADJUSTMENTS ARE RECOMMENDED TO THE BOARD FOR REVIEW AND APPROVAL.
Form 990, Part VI, Line 19 Required documents available to the public	NO GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC.