2025-11-17T17:31:27+00:00 2024-12-31 135381590 BDO USA 8001 FORSYTH BLVD STE 900 ST LOUIS MO 63105 990 2024-01-01 931921211 Sacramento Mountains Foundation Inc SACR 5754797435 2360 Indian Wells Road Suite C Alamogordo NM 88310 John D Wheeler Executive Director 5754797435 2025-11-17 true true KIMBERLY TORTORA P01856820 3148891100 2025-11-17 2024 2025-03-06 01:10:19Z John D Wheeler 2360 Indian Wells Road Suite C Alamogordo NM 88310 43881061 false X sacmtns.org X 2023 DE TO IMPROVE THE QUALITY OF LIFE OF THE RESIDENTS OF OTERO COUNTY, WHETHER IT BE HEALTH-RELATED, RECREATIONAL, EDUCATIONAL, OR SOME OTHER IDENTIFIED NEED. 9 1 5 0 0 240183958 1126553 0 6477102 9688811 0 0 246661060 10815364 1506783 408324 0 191183 896544 0 0 399973 1150991 2097939 2455859 244563121 8359505 244704857 268650741 141736 1876375 244563121 266774366 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. false false 687298 408324 0 TO IMPROVE THE QUALITY OF LIFE OF THE RESIDENTS OF OTERO COUNTY. 687298 false true false false false false false false true false true false false false false true true false false false false false false false false false false true true true false false false false false false false false false false false false false false false false false false false false true 20 0 true 5 true false false false false false false false false X 9 1 true false false false false false false true true false false false true true true true false false true true false false X THE ORGANIZATION 5754797435 2360 INDIAN WELLS ROAD SUITE C ALAMOGORDO NM 88310 NORM ARNOLD CHAIRMAN OF THE BOARD 10.0 X X 50000 0 15 REX WILSON VICE CHAIRMAN OF THE BOARD 4.0 X X 36000 0 2963 WILLIAM MAYTON SECRETARY/TREASURER 4.0 X X 36000 0 2962 ANDREW LANCASTER BOARD MEMBER 2.0 X 24000 0 1980 JULIE GRINDER BOARD MEMBER 2.0 X 18000 0 1489 KATHY FULLER BOARD MEMBER 2.0 X 8000 0 670 LILIE LEWIS BOARD MEMBER (AS OF 01/2024) 2.0 X 44363 0 1980 POLLY HICKMAN BOARD MEMBER 2.0 X 24000 0 1980 ROBERT MARTINEZ BOARD MEMBER 2.0 X 24000 0 1980 JOHN D WHEELER EXECUTIVE DIRECTOR 40.0 X 359575 0 12138 MARY ANN MAYTON CHIEF OF OPERATIONS 40.0 X 117303 0 4106 741241 0 32263 2 false true false CAMBRIDGE ASSOCIATES LLC 115 FEDERAL STREET SUITE 2600 BOSTON MA 02110 INVESTMENT PORTFOLIO MANAGEMENT 629909 1 1126553 1126553 0 0 0 0 0 8354634 0 0 8354634 0 0 34399874 33065697 1334177 0 1334177 1334177 0 0 0 0 0 10815364 0 0 9688811 408324 408324 773504 169094 604410 67123 48307 18816 1523 1523 21767 5854 15913 32627 11192 21435 10155 10155 91223 91223 847216 847216 27725 0 27725 0 7802 7802 32408 32408 11553 4772 6781 20886 20886 12445 5458 6987 43617 27926 15691 91 91 15251 15251 9877 9877 Other 9867 2758 7109 MEALS EXPENSES 8350 2090 6260 0 DUES & SUBSCRIPTIONS 2525 2525 0 0 0 0 0 2455859 687298 1768561 0 2470085 1404154 242088351 226213059 550 0 0 0 145871 180175 485485 15251 470234 38524603 0 0 0 1858516 244704857 268650741 141736 17859 1858516 0 0 0 141736 1876375 X 244563121 266774366 244563121 266774366 244704857 268650741 8359505 13557352 294388 0 X false true true false RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true X 25000 785 24215 376795 11837 364958 83690 2629 81061 470234 0 X 23525500 13557352 0 13557352 9968148 847216 0 847216 10815364 1608643 0 0 1608643 847216 0 847216 2455859 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). true BIG BROTHERS BIG SISTERS 1200 INDIAN WELLS ALAMOGORDO NM 88311 261650767 501(C)3 99491 EDUCATIONAL & YOUTH DEV. MAINGATE 1301 N WHITE SANDS ALAMOGORDO NM 88310 850109297 501(C)4 41559 COMMUNITY ENRICHMENT THE COUNSELING CENTER 1900 EAST 10TH ST ALAMOGORDO NM 88310 850217721 501(C)3 28680 EDUCATIONAL & YOUTH DEV. NEW MEXICO STATE FAIR 300 SAN PEDRO NE ALBUQUERQUE NM 87108 745475100 GOVT 24570 COMMUNITY ENRICHMENT FLICKINGER CENTER 1110 NEW YORK AVE ALAMOGORDO NM 88310 850326369 501(C)3 20000 COMMUNITY ENRICHMENT KIDS INC 1108 CUBA ALAMOGORDO NM 88310 850453687 501(C)3 20000 HEALTH & WELLNESS JORNADA RESEARCH INSTITUTE PO BOX 684 TULAROSA NM 88352 451477433 501(C)3 19017 COMMUNITY ENRICHMENT THE BASE OTERO 201 DALE SCOTT AVE ALAMOGORDO NM 88310 850201122 501(C)3 15500 EDUCATIONAL & YOUTH DEV. OTERO COUNTY HOSPITAL ASSOCIATION 2669 SCENIC DRIVE ALAMOGORDO NM 88311 850138775 501(C)3 13500 OTERO COUNTY HEALTH SRVCS RUNNERS REFUGE 601 DELAWARE AVENUE ALAMOGORDO NM 88310 823192544 501(C)3 9035 COMMUNITY ENRICHMENT FIRST ROBOTICS NEW MEXICO INC 30 PINDEXTER ROAD TULAROSA NM 88352 815025320 501(C)3 8449 EDUCATIONAL & YOUTH DEV. NEW MEXICO RAILS TO TRAILS PO BOX 44 CLOUDCROFT NM 88317 850466318 501(C)3 7500 COMMUNITY ENRICHMENT ALAMOGORDO PUBLIC SCHOOLS 1211 HAWAII AVENUE ALAMOGORDO NM 88310 856000100 GOVT 42261 EDUCATIONAL & YOUTH DEV. CITY OF ALAMOGORDO 1376 EAST 9TH STREET ALAMOGORDO NM 88310 856000099 GOVT 34825 FMV SCOREBOARDS COMMUNITY ENRICHMENT 13 1 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds 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. X X false true X false false false false false false false false false JOHN D WHEELER EXECUTIVE DIRECTOR 299575 0 60000 0 0 0 12138 0 0 0 371713 0 0 0 Schedule J, Part I, Line 1b Written policy regarding payment or reimbursement of expenses Travel expenses were paid for companions if they accompanied the director to a SMF related event. 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.