ANCHORUM HEALTH FOUNDATION: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ANCHORUM HEALTH FOUNDATION (EIN 87-3194433)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-14
- IRS object ID
- 202621349349307317
- Schema version
- 2024v5.5
- 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 | 2026-05-14T13:02:46-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY ADVISORY GROUP LP | 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 | 2024-07-01 | 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 | ZACH DILLENBACK | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 5059839792 | PhoneNum |
| Signature | 2026-05-14 | 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 | 2026-05-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $28,664,840 | 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 | 17 | TotalEmployeeCnt |
| Total Volunteers | 4 | TotalVolunteersCnt |
| Total Gross UBI | -$23,230 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $487,623,569 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,433,097 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,146,889 | PYInvestmentIncomeAmt |
| CY Investment Income | $6,611,852 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $489,770,458 | PYTotalRevenueAmt |
| CY Total Revenue | $8,044,949 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $26,269,371 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $20,942,196 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,744,191 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,101,568 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,688,433 | PYOtherExpensesAmt |
| CY Other Expenses | $2,491,242 | CYOtherExpensesAmt |
| PY Total Expenses | $29,701,995 | PYTotalExpensesAmt |
| CY Total Expenses | $26,535,006 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $460,068,463 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$18,490,057 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $465,372,466 | TotalAssetsBOYAmt |
| Total Assets EOY | $454,959,694 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $546,053 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,174,927 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $464,826,413 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $451,784,767 | 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 | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $11,101,979 | ExpenseAmt |
| Grant | $10,942,196 | GrantAmt |
| Desc | ANCHORUM HEALTH FOUNDATION'S STRATEGIC GRANTMAKING SUPPORTS COMMUNITY-BASED ORGANIZATIONS WORKING TO IMPROVE HEALTH AND WELL-BEING ACROSS THE REGION BY ADDRESSING BOTH IMMEDIATE NEEDS AND THE UNDERLYING CONDITIONS THAT SHAPE HEALTH. THROUGH THIS PROGRAM, THE FOUNDATION PROVIDES STRATEGIC GRANT FUNDING, CAPACITY-BUILDING SUPPORT, AND OPPORTUNITIES FOR COLLABORATION TO NONPROFIT PARTNERS ADVANCING LOCALLY DRIVEN SOLUTIONS.GRANTS SUPPORT A WIDE RANGE OF EFFORTS, INCLUDING HEALTHCARE ACCESS, AFFORDABLE HOUSING, FOOD SECURITY, WORKFORCE DEVELOPMENT, AND OTHER SOCIAL FACTORS THAT INFLUENCE HEALTH. THE FOUNDATION PRIORITIZES LONG-TERM, SYSTEMS-ORIENTED APPROACHES. IN THE REPORTING YEAR, ANCHORUM SUPPORTED DOZENS OF NONPROFIT PARTNERS THROUGH STRATEGIC GRANTS, MANY OF WHICH WERE MULTI-YEAR INVESTMENTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $10,000,000 | ExpenseAmt |
| Grant | $10,000,000 | GrantAmt |
| Desc | THE CLINICAL SUPPORT FUND IS A SPECIALIZED PARTNERSHIP DESIGNED TO STRENGTHEN HEALTHCARE ACCESS AND DELIVERY IN NORTHERN NEW MEXICO. THROUGH OUR PARTNERSHIP WITH CHRISTUS ST. VINCENT REGIONAL MEDICAL CENTER, THIS PROGRAM PROVIDES TARGETED FINANCIAL SUPPORT TO STABILIZE AND EXPAND ESSENTIAL CLINICAL SERVICES DURING A PERIOD OF SIGNIFICANT STRAIN ON THE REGIONAL HEALTHCARE SYSTEM.THE FUND FOCUSES ON FIVE KEY AREAS: CANCER CARE, MATERNAL HEALTH, PRIMARY CARE, TRAUMA SERVICES, AND HEALTHCARE WORKFORCE DEVELOPMENT. THESE INVESTMENTS ARE INTENDED TO SUSTAIN CORE SERVICES, SUPPORT CLINICAL STAFFING, AND ENSURE CONTINUITY OF CARE. DURING THE REPORTING YEAR, THE FOUNDATION MADE A SPECIAL $10 MILLION CONTRIBUTION TO SUPPORT THE CONSTRUCTION OF A NEW CANCER CENTER, EXPANDING ACCESS TO ONCOLOGY SERVICES AND REDUCING THE NEED FOR PATIENTS TO SEEK CARE OUTSIDE THE REGION.THROUGH THE FUND, ANCHORUM IS HELPING TO MAINTAIN ACCESS TO HIGH QUALITY CARE FOR TENS OF THOUSANDS OF PATIENTS ACROSS NORTHERN NEW MEXICO. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $198,763 | ExpenseAmt |
| Desc | ANCHORUM HEALTH FOUNDATION PROVIDES SPONSORSHIP SUPPORT FOR COMMUNITY EVENTS, EDUCATIONAL PROGRAMS, AND CONVENINGS THAT ALIGN WITH OUR MISSION AND PRIORITY ISSUE AREAS. THESE SPONSORSHIPS ARE DESIGNED TO STRENGTHEN RELATIONSHIPS, INCREASE SHARED LEARNING, AND ELEVATE COMMUNITY-LED CONVERSATIONS AROUND HEALTH AND SYSTEMS CHANGE. WHILE SMALLER IN SCALE THAN THE FOUNDATION'S GRANTMAKING AND CLINICAL INVESTMENTS, THESE EFFORTS PLAY AN IMPORTANT ROLE IN FOSTERING COLLABORATION AND ADVANCING MISSION-ALIGNED DIALOGUE ACROSS THE REGION. IN THE REPORTING YEAR, THE FOUNDATION SUPPORTED NUMEROUS COMMUNITY EVENTS AND EDUCATIONAL INITIATIVES THROUGH THIS PROGRAM. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,938,657 | ExpenseAmt |
| Desc | ORGANIZATIONAL AND OPERATIONAL SUPPORT SERVICES, INCLUDING ADMINISTRATIVE FUNCTIONS, INVESTMENT MANAGEMENT, AND GOVERNANCE AND COMPLIANCE ACTIVITIES THAT SUPPORT THE FOUNDATION'S WORK. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,938,657 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $23,239,399 | 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 | Yes (1) | 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 | 23 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 17 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | 0 | 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 | ZACH DILLENBACK CFO | 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 (12 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 | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| JERRY JONES | |||||||||
| PRESIDENT AND CEO | 32.00 | 8.00 | Yes (X) | Yes (X) | $581,024 | $0 | $76,562 | ||
| SAYURI YAMADA | |||||||||
| BOARD CHAIR | 5.00 | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| WENDY TREVISANI | |||||||||
| BOARD VICE CHAIR | 5.00 | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| CHRISTINA CAMPOS | |||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| RICHARD LUARKIE | |||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| JENNIFER CRYSLER | |||||||||
| CHIEF FINANCIAL OFFICER | 32.00 | 8.00 | Yes (X) | $300,038 | $0 | $47,050 | |||
| JENNIFER PARKS | |||||||||
| SENIOR VP OF STRATEGIC PHILANTHROPY | 40.00 | $318,798 | $0 | $35,197 | Yes (X) | ||||
| FRANTZ MELIO | |||||||||
| VICE PRESIDENT OF HEALTH STRATEGIES | 0.00 | 40.00 | $269,438 | $0 | $47,955 | Yes (X) | |||
| VANESSA MEIER | |||||||||
| DIRECTOR OF GRANTS | 40.00 | $124,570 | $0 | $23,266 | Yes (X) | ||||
| MONICA RESENDEZ | |||||||||
| CONTROLLER | 40.00 | $127,331 | $0 | $24,371 | Yes (X) | ||||
| MADELEINE MAHONY | |||||||||
| DIRECTOR OF COMMUNICATIONS | 40.00 | $107,098 | $0 | $35,999 | Yes (X) | ||||
| OLIVIA BELEN SLOAN | |||||||||
| VP OF NATIVE HEALTH PARTNERSHIPS | 40.00 | $108,213 | $0 | $22,284 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,936,510 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $312,684 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 8 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| DOBIE ASSOCIATES | |||||
| 30 DANA PLACE | LONG BEACH | CA | 90803 | CONSULTING SERVICES | $278,296 |
| PROJECT MOXIE | |||||
| 224 HERMOSA CIRCLE | DURANGO | CO | 81301 | CONSULTING SERVICES | $158,189 |
| THE SOUL OF LEADING INSTITUTE | |||||
| 900 BONIFANT STREET | SILVER SPRING | MD | 20910 | LEADERSHIP CONSULTING | $149,640 |
| KPMG LLP | |||||
| 3 CHESTNUT RIDGE ROAD | MONTVALE | NJ | 07645 | ACCOUNTING SERVICES | $133,186 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $1,300,000 | RelatedOrganizationsAmt |
| All Other Contributions | $133,097 | AllOtherContributionsAmt |
| Noncash Contributions | $132,000 | NoncashContributionsAmt |
| Total Contributions | $1,433,097 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,404,137 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$23,230 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,427,367 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $24,827,606 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $20,619,891 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,207,715 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,207,715 | TotalRevenueColumnAmt |
| Exclusion | $4,207,715 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,044,949 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$23,230 | UnrelatedBusinessRevenueAmt |
| Exclusion | $6,635,082 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,942,196 | TotalAmt |
| Program Services | $20,942,196 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,404,980 | TotalAmt |
| Program Services | $937,261 | ProgramServicesAmt |
| Management And General | $467,719 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,409,337 | TotalAmt |
| Program Services | $764,803 | ProgramServicesAmt |
| Management And General | $644,534 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,567 | TotalAmt |
| Program Services | $26,757 | ProgramServicesAmt |
| Management And General | $23,810 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,294 | TotalAmt |
| Program Services | $49,618 | ProgramServicesAmt |
| Management And General | $44,676 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $142,390 | TotalAmt |
| Program Services | $85,434 | ProgramServicesAmt |
| Management And General | $56,956 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,681 | TotalAmt |
| Program Services | $7,681 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $190,774 | TotalAmt |
| Management And General | $190,774 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $160,796 | TotalAmt |
| Management And General | $160,796 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,153 | TotalAmt |
| Management And General | $1,153 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $254,278 | TotalAmt |
| Management And General | $254,278 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $742,054 | TotalAmt |
| Program Services | $159,784 | ProgramServicesAmt |
| Management And General | $582,270 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $222,054 | TotalAmt |
| Program Services | $198,762 | ProgramServicesAmt |
| Management And General | $23,292 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $106,511 | TotalAmt |
| Management And General | $106,511 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $162,059 | TotalAmt |
| Management And General | $162,059 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $168,130 | TotalAmt |
| Program Services | $47,134 | ProgramServicesAmt |
| Management And General | $120,996 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $143,371 | TotalAmt |
| Management And General | $143,371 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,460 | TotalAmt |
| Management And General | $63,460 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $118,694 | TotalAmt |
| Management And General | $118,694 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,866 | TotalAmt |
| Management And General | $86,866 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|
| DUES AND SUBSCRIPTIONS | $36,626 | $36,626 | |
| CONVENINGS (COMMUNITY I | $19,969 | $19,969 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,766 | TotalAmt |
| Management And General | $6,766 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,535,006 | TotalAmt |
| Program Services | $23,239,399 | ProgramServicesAmt |
| Management And General | $3,295,607 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $38,686 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,636,497 | BOYAmt |
| EOY | $9,894,082 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $403,163,306 | BOYAmt |
| EOY | $335,175,617 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $275,000 | BOYAmt |
| EOY | $1,101 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $875,250 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $112,731 | BOYAmt |
| EOY | $251,653 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $5,790,179 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $184,542 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,322 | BOYAmt |
| EOY | $5,605,637 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,478,217 | BOYAmt |
| EOY | $74,418,477 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,635,967 | BOYAmt |
| EOY | $28,699,191 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,426 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $465,372,466 | BOYAmt |
| EOY | $454,959,694 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $546,053 | BOYAmt |
| EOY | $3,174,927 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $546,053 | BOYAmt |
| EOY | $3,174,927 | 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 | $372,263,450 | BOYAmt |
| EOY | $370,805,501 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,562,963 | BOYAmt |
| EOY | $80,979,266 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $464,826,413 | BOYAmt |
| EOY | $451,784,767 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $465,372,466 | BOYAmt |
| EOY | $454,959,694 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$18,490,057 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $5,448,411 | 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 Minus3 Years | $146,280 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $635,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $487,623,569 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,433,097 | CurrentTaxYearAmt |
| Total | $489,837,946 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $146,280 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $635,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $487,623,569 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,433,097 | CurrentTaxYearAmt |
| Total | $489,837,946 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $479,818,178 | SubstantialContributorsTotAmt |
| Public Support Total170 | $10,019,768 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $4 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $286 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,017,957 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,427,366 | CurrentTaxYearAmt |
| Total | $4,445,613 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $494,283,559 | 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 | $41,153 | 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 | $41,153 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $26,493,853 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $26,535,006 | 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 Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $2,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $3,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $41,153 | CurrentYearAmt |
| Total | $41,153 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $500,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $750,000 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $41,153 | CurrentYearAmt |
| Total | $41,153 | TotalAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $950,303 | OtherCostOrOtherBasisAmt |
| Book Value | $950,303 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,901,212 | OtherCostOrOtherBasisAmt |
| Depreciation | $91,171 | DepreciationAmt |
| Book Value | $3,810,041 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $252,293 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,241 | DepreciationAmt |
| Book Value | $247,052 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $466,328 | OtherCostOrOtherBasisAmt |
| Depreciation | $17,071 | DepreciationAmt |
| Book Value | $449,257 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $220,043 | OtherCostOrOtherBasisAmt |
| Depreciation | $71,059 | DepreciationAmt |
| Book Value | $148,984 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $5,605,637 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LIMITED PARTNERSHIPS AND OTHER ALTERNATIVE INVESTMENTS | Desc |
| Book Value | $28,699,191 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $28,699,191 | TotalBookValueSecuritiesAmt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN - | 0 | 0 | INVESTMENTS | $14,779,716 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | INVESTMENTS | $477,275 |
| 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 | $15,256,991 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $15,256,991 | 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 | Yes (1) | 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 | THE ACCURAL METHOD OF ACCOUNTING IS USED. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (53 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 DRIVE | SANTA FE | NM | 87502 | 814637279 | 501(C)(3) | $10,000,000 | $0 | CLINCIAL SUPPORT FUND |
| SANTA FE COMMUNITY FOUNDATION | ||||||||
| PO BOX 1827 | SANTA FE | NM | 87504 | 850303044 | 501(C)(3) | $2,360,000 | $0 | NEW MEXICO IMPACT INVESTING COLLABORATIVE; DAF PROGRAM |
| NEW MEXICO FOUNDATION | ||||||||
| 8 CALLE MEDICO | SANTA FE | NM | 87505 | 850311210 | 501(C)(3) | $1,147,500 | $0 | SANTA FE NEW MEXICAN; DAF PROGRAM; MASTER'S IN NURSING SCHOLARSHIP; NEW MEXICO SOCIAL JUSTICE & EQUITY INSTITUTE |
| TAOS COMMUNITY FOUNDAITON | ||||||||
| 115 LA POSTA RD | TAOS | NM | 87571 | 850425147 | 501(C)(3) | $765,000 | $0 | TO SUPPORT THE DAF PROGRAM |
| LAS VEGAS NEW MEXICO COMMUNITY FOUNDATION | ||||||||
| PO BOX 1002 | LAS VEGAS | NM | 87701 | 821340450 | 501(C)(3) | $760,000 | $0 | TO SUPPORT THE DAF PROGRAM |
| NATIVE COMMUNITY CAPITAL | ||||||||
| 6 ARROWHEAD RD | LAGUNA | NM | 87026 | 270735586 | 501(C)(3) | $500,000 | $0 | CAPACITY BUILDING SUPPORT |
| UNIVERSITY OF NEW MEXICO | ||||||||
| 1 UNIVERSITY OF NEW MEXICO | ALBUQUERQUE | NM | 87106 | 856000642 | GOV | $430,000 | $0 | UNM HEROS PROGRAM; EVAL LAB |
| UNITED WAY OF NORTH CENTRAL NEW MEXICO | ||||||||
| 2340 ALAMO AVE SE | ALBUQUERQUE | NM | 87106 | 850277138 | 501(C)(3) | $330,000 | $0 | SUPPORT FOR 211 HELPLINE; ALICE IN NEW MEXICO |
| LA FAMILIA MEDICAL CENTER | ||||||||
| PO BOX 5395 | SANTA FE | NM | 87502 | 850220875 | 501(C)(3) | $305,283 | $0 | TURNAROUND CONSULTING SERVICE FUNDS; SUPPORT FOR THE CFO RECRUITMENT |
| NEW MEXICO COMMUNITY TRUST | ||||||||
| PO BOX 25266 | ALBUQUERQUE | NM | 871250266 | 854395064 | 501(C)(3) | $250,000 | $0 | NORTHERN NEW MEXICO YOUTH FUND |
| COMMUNITY INVESTMENT ALLIANCE | ||||||||
| 19232 E BAKER PLACE | AURORA | CO | 80013 | 871480212 | 501(C)(3) | $234,243 | $0 | SAFE OUTDOOR SPACES; CONSUELO'S SHELTER; SANTA FE SUITES FIRE EMERGENCY HOUSING. |
| ALBUQUERQUE AREA INDIAN HEALTH BOARD | ||||||||
| 7001 PROSPECT PLACE NE | ALBUQUERQUE | NM | 87110 | 850255630 | 501(C)(3) | $220,000 | $0 | STRENGTHEN THE HEALTH POLICY CAPACITY OF TRIBES AND TRIBAL LEADERS, LED BY THE ALBUQUERQUE AREA SOUTHWEST TRIBAL EPIDEMIOLOGY CENTER (AASTEC) |
| LOS ALAMOS COMMUNITY FOUNDATION | ||||||||
| PO BOX 1225 | LOS ALAMOS | NM | 87544 | 352546420 | 501(C)(3) | $210,000 | $0 | TO SUPPORT THE DAF PROGRAM |
| COMMUNITIES IN SCHOOLS OF NEW MEXICO | ||||||||
| PO BOX 367 | SANTA FE | NM | 87504 | 850481104 | 501(C)(3) | $205,000 | $0 | SUPPORT FOR PROGRAMMING IN NORTHERN NEW MEXICO DURING THE 2024-2025 SCHOOL YEAR. |
| NEW MEXICO CENTER ON LAW AND POVERTY | ||||||||
| 301 EDITH BLVD NE | ALBUQUERQUE | NM | 87102 | 850437960 | 501(C)(3) | $200,000 | $0 | SYSTEMIC HOUSING JUSTICE |
| NEW MEXICO IMMIGRANT LAW CENTER | ||||||||
| PO BOX 7040 | ALBUQUERQUE | NM | 871947040 | 273303237 | 501(C)(3) | $200,000 | $0 | SUPPORT FOR LEGAL SERVICES TO LOW-INCOME IMMIGRANT FAMILIES IN SANTA FE, SAN JUAN, CIBOLA, RIO ARRIBA, AND TAOS COUNTIES. |
| INTERFAITH COMMUNITY SHELTER GROUP INC | ||||||||
| PO BOX 22653 | SANTA FE | NM | 875022653 | 270736366 | 501(C)(3) | $165,000 | $0 | INTERFAITH HOTELING/BRIDGE PROGRAM |
| THINK NEW MEXICO | ||||||||
| 1227 PASEO DE PERALTA | SANTA FE | NM | 87501 | 311611995 | 501(C)(3) | $150,000 | $0 | HEALTHCARE ENDOWMENT FUND. UP TO 15K MAY BE USED FOR LOBBYING |
| SAN JUAN COUNTY PARTNERSHIP | ||||||||
| 1515 E 20TH STREET | FARMINGTON | NM | 87401 | 850408661 | 501(C)(3) | $150,000 | $0 | CAPACITY BUILDING GRANT |
| NATIONAL DANCE INSTITUTE | ||||||||
| 1140 ALTO STREET | SANTA FE | NM | 87501 | 850431846 | 501(C)(3) | $150,000 | $0 | CAPACITY BUILDING GRANT |
| GOLDEN APPLE FOUNDATION | ||||||||
| 200 BROADWAY BLVD NE | ALBUQUERQUE | NM | 87102 | 363392992 | 501(C)(3) | $150,000 | $0 | SCHOLARS PROGRAM IN NORTHERN NEW MEXICO |
| FUTURE FOCUSED EDUCATION | ||||||||
| 200 BROADWAY BLVD NE | ALBUQUERQUE | NM | 87102 | 473717716 | 501(C)(3) | $150,000 | $0 | X3 PAID INTERNSHIP PROGRAM |
| GROWING UP NEW MEXICO | ||||||||
| 440 CERRILLOS ROAD SUITE A | SANTA FE | NM | 87501 | 850163601 | 501(C)(3) | $130,000 | $0 | HBC/FCC IN NORTHERN NEW MEXICO |
| DREAMTREE PROJECT | ||||||||
| PO BOX 1677 | TAOS | NM | 87571 | 850462470 | 501(C)(3) | $125,000 | $0 | CAPITAL SUPPORT FOR TAOS NEST |
| THE MOUNTAIN CENTER | ||||||||
| 1524 BISHOPS LODGE RD B | SANTA FE | NM | 87506 | 850272388 | 501(C)(3) | $100,000 | $0 | PROPERTY PURCHACE DUE DILIGENCE AND BUSINESS PLAN |
| GROUNDWORKS NEW MEXICO | ||||||||
| PO BOX 70126 | ALBUQUERQUE | NM | 87197 | 850437031 | 501(C)(3) | $100,000 | $0 | STRATEGIC PLANNING AND MERGER-RELATED COMMUNICATIONS |
| 501CPA | ||||||||
| 3900 OSUNA RD NE SUITE 260 | ALBUQUERQUE | NM | 87109 | 452848527 | 501(C)(3) | $100,000 | $0 | SUPPORT FOR ORGANIZATIONS IN NORTHERN NEW MEXICO |
| ALLIANCE FOR LOCAL ECONOMIC PROSPERITY | ||||||||
| PO BOX 33132 | SANTA FE | NM | 87594 | 481275323 | 501(C)(3) | $100,000 | $0 | TO CREATE A STATE PUBLIC BANK. UP TO $25,000 PER YEAR MAY BE USED FOR LOBBYING. |
| SAN JUAN COLLEGE FOUNDATION | ||||||||
| 4601 COLLEGE BLVD | FARMINGTON | NM | 87402 | 237272197 | 501(C)(3) | $100,000 | $0 | SAN JUAN COLLEGE STUDENT HEALTH CENTER |
| NEW MEXICO ALLIANCE OF HEALTH COUNCILS | ||||||||
| 223 N GUADALUPE ST 832 | SANTA FE | NM | 87501 | 472939987 | 501(C)(3) | $100,000 | $0 | GENERAL SUPPORT |
| SAN JUAN COUNTY REGIONAL MEDICAL CENTER | ||||||||
| 801 WEST MAPLE ST | FARMINGTON | NM | 87401 | 850127924 | 501(C)(3) | $100,000 | $0 | INTERNAL MEDICINE RESIDENCY PROGRAM |
| KERES CHILDREN'S LEARNING CENTER | ||||||||
| PO BOX 113 | COCHITI PUEBLO | NM | 87072 | 454511408 | 501(C)(3) | $100,000 | $0 | BUILDING KERES CHILDREN LEARNING CENTERS FUTURE CAPITAL CAMPAIGN |
| PRESBYTERIAN HEALTHCARE FOUNDATION | ||||||||
| PO BOX 26666 | ALBUQUERQUE | NM | 871256666 | 856016041 | 501(C)(3) | $85,000 | $0 | NORTHERN ROOTS PRODUCE RX PROGRAM |
| FIRST CHOICE COMMUNITY HEALTHCARE | ||||||||
| 2001 CENTRO FAMILIAR SW | ALBUQUERQUE | NM | 87105 | 850224409 | 501(C)(3) | $85,000 | $0 | ACCOUNTING SUPPORT AND PHARMACY EVALUATION. |
| FAMILY CAREGIVER CENTER OF NEW MEXICO | ||||||||
| PO BOX 367365 | ALBUQUERQUE | NM | 87176 | 883846826 | 501(C)(3) | $75,000 | $0 | NORTHERN NEW MEXICO EXPANSION. |
| PLAYERS PHILANTHROPY FUND | ||||||||
| 1122 KENWORTH DR SUITE 201 | TOWSON | MD | 21204 | 276601178 | 501(C)(3) | $70,200 | $0 | HEALTHY CLIMATE NEW MEXICO ENVIRONMENTAL MONITORING NETWORK |
| INOURHANDS | ||||||||
| 41 EAST RD | WESTMINSTER | MA | 01473 | 821569093 | 501(C)(3) | $50,000 | $0 | CAPACITY BUILDING SUPPORT FOR BUSINESS PLAN |
| ESPANOLA PATHWAYS SHELTER | ||||||||
| PO BOX 278 | ESPAOLA | NM | 87532 | 843477622 | 501(C)(3) | $50,000 | $0 | FENCE INSTALLATION |
| IMAGINE NEW MEXICO | ||||||||
| PO BOX 6156 | SANTA FE | NM | 87502 | 991547472 | 501(C)(3) | $50,000 | $0 | WEBSITE AND DATA PLATFORM PROJECT |
| FARMINGTON MUNICIPAL SCHOOLS DISTRICT 5 | ||||||||
| 3401 E 30TH ST SUITE A | FARMINGTON | NM | 87402 | 856000130 | GOV | $50,000 | $0 | CAREER TECHNICAL EDUCATION CENTER |
| LOS ALAMOS NATIONAL LABORATORY | ||||||||
| 1112 PLAZA DEL NORTE | ESPANOLA | NM | 87532 | 742853972 | GOV | $50,000 | $0 | PUEBLO HOME VISITING |
| CANCER FOUNDATION OF NEW MEXICO | ||||||||
| PO BOX 5038 | SANTA FE | NM | 875025038 | 412079799 | 501(C)(3) | $40,000 | $0 | MOVING EXPENSES |
| SANTA FE INDIGENOUS CENTER | ||||||||
| PO BOX 24184 | SANTA FE | NM | 87502 | 992953150 | 501(C)(3) | $40,000 | $0 | CAPACITY BUILDING SUPPORT |
| STEM SANTA FE | ||||||||
| PO BOX 33103 | SANTA FE | NM | 87594 | 822358193 | 501(C)(3) | $25,000 | $0 | STEM SCAFFOLD SANTA FE AT CAPITAL HIGH SCHOOL |
| ARMAND HAMMER WORLD COLLEGE OF THE AMERICAN WEST | ||||||||
| PO BOX 248 UWC-USA | MONTEZUMA | NM | 87731 | 850297355 | 501(C)(3) | $25,000 | $0 | LOCAL EDUCATION PARTNERSHIPS AND SCHOOL ENRICHMENT IN MORA AND LAS VEGAS |
| MONTE DEL SOL CHARTER SCHOOL | ||||||||
| 4157 WALKING RAIN ROAD | SANTA FE | NM | 87507 | 850456767 | 501(C)(3) | $25,000 | $0 | MENTORSHIP AND SUSTAINABLE COLLEGE AND CAREER READINESS PROGRAMS |
| READING QUEST | ||||||||
| 991 CAMINO CONSUELO | SANTA FE | NM | 87507 | 473350742 | 501(C)(3) | $25,000 | $0 | FREE STRUCTURED LITERACY TUTORING |
| PACIFIC INSTITUTE FOR RESEARCH AND EVALUATION | ||||||||
| 851 UNIVERSITY BLVD SE | ALBUQUERQUE | NM | 87106 | 942243283 | 501(C)(3) | $20,000 | $0 | NATIVE AMERICAN MATERNAL MORBIDITY AND MORTALITY (MMM)RESEARCH IN NEW MEXICO |
| ENCUENTRO | ||||||||
| 907 4TH ST SW | ALBUQUERQUE | NM | 871024140 | 272016727 | 501(C)(3) | $20,000 | $0 | IN-HOME ELDERLY CARE AND NUTRITION |
| JICARILLA APACHE NATION | ||||||||
| PO BOX 550 | DULCE | NM | 87528 | 850098775 | TRIBAL GOVERNMENT | $15,000 | $0 | PURCHASE OF A SPOT VISION MACHINE AND A HEMOCURE MACHINE |
| CARE LAB | ||||||||
| 6014 7TH PLACE NW | WASHNGTON | DC | 200111261 | 862195500 | 501(C)(3) | $15,000 | $0 | SENATA CHIEFS NETWORK ENGAGEMENT |
| UNITED WAY OF NORTHERN NEW MEXICO | ||||||||
| PO BOX 539 | LOS ALAMOS | NM | 87544 | 237138947 | 501(C)(3) | $10,000 | $0 | COMMUNITY HEALTH FUND SUBGRANTS |
| LUNA COMMUNITY COLLEGE FOUNDATION | ||||||||
| PO BOX 3977 | LAS VEGAS | NM | 87701 | 742851490 | 501(C)(3) | $7,500 | $0 | FOOD PANTRY, EARLY CHILDHOOD CENTER, GREENHOUSE PROJECT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 53 | Total501c3OrgCnt |
| Total Other Org | 0 | 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 | 0 | 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 (5 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 | $471,024 | $0 | $110,000 | $0 | $0 | $0 | $37,750 | $0 | $38,812 | $0 | $657,586 | $0 | $0 | $0 |
| JENNIFER PARKS | ||||||||||||||
| SENIOR VP OF STRATEGIC PHILANTHROPY | $268,798 | $0 | $50,000 | $0 | $0 | $0 | $13,752 | $0 | $21,445 | $0 | $353,995 | $0 | $0 | $0 |
| JENNIFER CRYSLER | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $225,038 | $0 | $75,000 | $0 | $0 | $0 | $34,381 | $0 | $12,669 | $0 | $347,088 | $0 | $0 | $0 |
| FRANTZ MELIO | ||||||||||||||
| VICE PRESIDENT OF HEALTH STRATEGIES | $194,438 | $0 | $75,000 | $0 | $0 | $0 | $10,117 | $0 | $37,838 | $0 | $317,393 | $0 | $0 | $0 |
| MONICA RESENDEZ | ||||||||||||||
| CONTROLLER | $127,331 | $0 | $0 | $0 | $0 | $0 | $6,578 | $0 | $17,793 | $0 | $151,702 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $132,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | APPRAISAL VALUE | MethodOfDeterminingRevenuesTxt |
| 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 CONTRIBUTIONS | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 (3 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 | $166 | $32,426 | 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 | $369,368 | $79,347,857 | ANCHORUM HEALTH FOUNDATION |
| 1882 PROPERTIES LLC | |||||||||
| 309 READ STREET | SANTA FE | NM | 87501 | 873194433 | OWN AND OPERATE REAL ESTATE THAT HOUSES ANCHORUM'S ADMIN AND PROGRAM OFFICES | NM | $70,017 | $5,203,315 | 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 | Yes (1) | 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 (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| ANCHORUM ST VINCENT | ||
| C | $1,300,000 | FMV |
| ANCHORUM ST VINCENT | ||
| O | $622,828 | FMV |
| ANCHORUM ST VINCENT | ||
| Q | $75,515 | FMV |