2026-05-14T13:02:46-05:00 2025-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 6565 AMERICAS PARKWAY NE STE 600 ALBUQUERQUE NM 87110 990 2024-07-01 873194433 ANCHORUM HEALTH FOUNDATION ANCH 5059893336 309 READ STREET SANTA FE NM 87501 ZACH DILLENBACK CHIEF FINANCIAL OFFICER 5059839792 2026-05-14 1 1 STEVEN TALBOT P01695427 5058787200 2026-05-14 2024 2025-03-06 01:10:19Z JERRY JONES 309 READ STREET SANTA FE NM 87501 28664840 0 X ANCHORUM.ORG X 2021 NM ANCHORUM HEALTH FOUNDATION IS DEDICATED TO IMPROVING THE CONDITIONS THAT HAVE THE GREATEST INFLUENCE ON THE HEALTH OF COMMUNITIES AND PEOPLE IN OUR REGION. 5 4 17 4 -23230 0 487623569 1433097 0 0 2146889 6611852 0 0 489770458 8044949 26269371 20942196 0 0 1744191 3101568 0 0 0 1688433 2491242 29701995 26535006 460068463 -18490057 465372466 454959694 546053 3174927 464826413 451784767 X ANCHORUM HEALTH FOUNDATION IS DEDICATED TO IMPROVING THE CONDITIONS THAT HAVE THE GREATEST INFLUENCE ON THE HEALTH OF COMMUNITIES AND PEOPLE IN OUR REGION. WE ARE COMMITTING OUR RESOURCES TO STRENGTHENING COMMUNITY-BASED PARTNERS TACKLING CRITICAL LOCAL ISSUES. BY CHALLENGING THE STATUS QUO, WE AIM TO AFFECT TANGIBLE IMPROVEMENTS IN UNDERPERFORMING SYSTEMS. WE CO-CREATE DATA-DRIVEN REGIONAL STRATEGIES TO ACHIEVE MEANINGFUL RESULTS. WE TAKE THESE ACTIONS TO PROMOTE HEALTH AND WELL-BEING IN ORDER TO FOSTER THRIVING INDIVIDUALS AND COMMUNITIES. 0 0 11101979 10942196 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. 10000000 10000000 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. 198763 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. 1938657 ORGANIZATIONAL AND OPERATIONAL SUPPORT SERVICES, INCLUDING ADMINISTRATIVE FUNCTIONS, INVESTMENT MANAGEMENT, AND GOVERNANCE AND COMPLIANCE ACTIVITIES THAT SUPPORT THE FOUNDATION'S WORK. 1938657 23239399 1 1 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 1 23 0 1 17 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 5 4 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NM X X ZACH DILLENBACK CFO 5059893336 309 READ STREET SANTA FE NM 87501 JERRY JONES PRESIDENT AND CEO 32.00 8.00 X X 581024 0 76562 SAYURI YAMADA BOARD CHAIR 5.00 5.00 X X 0 0 0 WENDY TREVISANI BOARD VICE CHAIR 5.00 5.00 X X 0 0 0 CHRISTINA CAMPOS BOARD MEMBER 5.00 X 0 0 0 RICHARD LUARKIE BOARD MEMBER 5.00 X 0 0 0 JENNIFER CRYSLER CHIEF FINANCIAL OFFICER 32.00 8.00 X 300038 0 47050 JENNIFER PARKS SENIOR VP OF STRATEGIC PHILANTHROPY 40.00 X 318798 0 35197 FRANTZ MELIO VICE PRESIDENT OF HEALTH STRATEGIES 0.00 40.00 X 269438 0 47955 VANESSA MEIER DIRECTOR OF GRANTS 40.00 X 124570 0 23266 MONICA RESENDEZ CONTROLLER 40.00 X 127331 0 24371 MADELEINE MAHONY DIRECTOR OF COMMUNICATIONS 40.00 X 107098 0 35999 OLIVIA BELEN SLOAN VP OF NATIVE HEALTH PARTNERSHIPS 40.00 X 108213 0 22284 1936510 0 312684 8 0 1 0 DOBIE ASSOCIATES 30 DANA PLACE LONG BEACH CA 90803 CONSULTING SERVICES 278296 PROJECT MOXIE 224 HERMOSA CIRCLE DURANGO CO 81301 CONSULTING SERVICES 158189 THE SOUL OF LEADING INSTITUTE 900 BONIFANT STREET SILVER SPRING MD 20910 LEADERSHIP CONSULTING 149640 KPMG LLP 3 CHESTNUT RIDGE ROAD MONTVALE NJ 07645 ACCOUNTING SERVICES 133186 4 1300000 133097 132000 1433097 2404137 -23230 2427367 24827606 20619891 4207715 4207715 4207715 8044949 0 -23230 6635082 20942196 20942196 1404980 937261 467719 1409337 764803 644534 50567 26757 23810 94294 49618 44676 142390 85434 56956 7681 7681 190774 190774 160796 160796 1153 1153 254278 254278 742054 159784 582270 222054 198762 23292 106511 106511 162059 162059 168130 47134 120996 143371 143371 63460 63460 118694 118694 86866 86866 DUES AND SUBSCRIPTIONS 36626 36626 CONVENINGS (COMMUNITY I 19969 19969 6766 6766 26535006 23239399 3295607 0 38686 9636497 9894082 403163306 335175617 275000 1101 875250 112731 251653 5790179 184542 14322 5605637 44478217 74418477 7635967 28699191 56426 0 465372466 454959694 546053 3174927 546053 3174927 X 372263450 370805501 92562963 80979266 464826413 451784767 465372466 454959694 -18490057 5448411 0 X 0 1 X 1 0 X 146280 635000 487623569 1433097 489837946 146280 635000 487623569 1433097 489837946 479818178 10019768 4 286 2017957 2427366 4445613 494283559 X PART II, SHORT YEAR EXPLANATION: THE SUPPORT TEST FOR SCHEDULE A INCLUDES A SHORT-YEAR PERIOD FOR 2021. THE SHORT YEAR WAS FROM SEPTEMBER 20, 2021, TO JUNE 30, 2022. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 41153 0 41153 26493853 26535006 1000000 250000 0 0 1000000 1000000 2000000 3000000 41153 41153 250000 250000 500000 750000 41153 41153 950303 950303 3901212 91171 3810041 252293 5241 247052 466328 17071 449257 220043 71059 148984 5605637 LIMITED PARTNERSHIPS AND OTHER ALTERNATIVE INVESTMENTS 28699191 F 28699191 CENTRAL AMERICA AND THE CARIBBEAN - 0 0 INVESTMENTS 14779716 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 INVESTMENTS 477275 0 0 0 0 0 0 15256991 0 15256991 1 0 1 0 1 0 PART I, LINE 3: THE ACCURAL METHOD OF ACCOUNTING IS USED. 1 CHRISTUS ST VINCENT MEDICAL CENTER 455 ST MICHAELS DRIVE SANTA FE NM 87502 814637279 501(C)(3) 10000000 0 CLINCIAL SUPPORT FUND SANTA FE COMMUNITY FOUNDATION PO BOX 1827 SANTA FE NM 87504 850303044 501(C)(3) 2360000 0 NEW MEXICO IMPACT INVESTING COLLABORATIVE; DAF PROGRAM NEW MEXICO FOUNDATION 8 CALLE MEDICO SANTA FE NM 87505 850311210 501(C)(3) 1147500 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) 765000 0 TO SUPPORT THE DAF PROGRAM LAS VEGAS NEW MEXICO COMMUNITY FOUNDATION PO BOX 1002 LAS VEGAS NM 87701 821340450 501(C)(3) 760000 0 TO SUPPORT THE DAF PROGRAM NATIVE COMMUNITY CAPITAL 6 ARROWHEAD RD LAGUNA NM 87026 270735586 501(C)(3) 500000 0 CAPACITY BUILDING SUPPORT UNIVERSITY OF NEW MEXICO 1 UNIVERSITY OF NEW MEXICO ALBUQUERQUE NM 87106 856000642 GOV 430000 0 UNM HEROS PROGRAM; EVAL LAB UNITED WAY OF NORTH CENTRAL NEW MEXICO 2340 ALAMO AVE SE ALBUQUERQUE NM 87106 850277138 501(C)(3) 330000 0 SUPPORT FOR 211 HELPLINE; ALICE IN NEW MEXICO LA FAMILIA MEDICAL CENTER PO BOX 5395 SANTA FE NM 87502 850220875 501(C)(3) 305283 0 TURNAROUND CONSULTING SERVICE FUNDS; SUPPORT FOR THE CFO RECRUITMENT NEW MEXICO COMMUNITY TRUST PO BOX 25266 ALBUQUERQUE NM 871250266 854395064 501(C)(3) 250000 0 NORTHERN NEW MEXICO YOUTH FUND COMMUNITY INVESTMENT ALLIANCE 19232 E BAKER PLACE AURORA CO 80013 871480212 501(C)(3) 234243 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) 220000 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) 210000 0 TO SUPPORT THE DAF PROGRAM COMMUNITIES IN SCHOOLS OF NEW MEXICO PO BOX 367 SANTA FE NM 87504 850481104 501(C)(3) 205000 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) 200000 0 SYSTEMIC HOUSING JUSTICE NEW MEXICO IMMIGRANT LAW CENTER PO BOX 7040 ALBUQUERQUE NM 871947040 273303237 501(C)(3) 200000 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) 165000 0 INTERFAITH HOTELING/BRIDGE PROGRAM THINK NEW MEXICO 1227 PASEO DE PERALTA SANTA FE NM 87501 311611995 501(C)(3) 150000 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) 150000 0 CAPACITY BUILDING GRANT NATIONAL DANCE INSTITUTE 1140 ALTO STREET SANTA FE NM 87501 850431846 501(C)(3) 150000 0 CAPACITY BUILDING GRANT GOLDEN APPLE FOUNDATION 200 BROADWAY BLVD NE ALBUQUERQUE NM 87102 363392992 501(C)(3) 150000 0 SCHOLARS PROGRAM IN NORTHERN NEW MEXICO FUTURE FOCUSED EDUCATION 200 BROADWAY BLVD NE ALBUQUERQUE NM 87102 473717716 501(C)(3) 150000 0 X3 PAID INTERNSHIP PROGRAM GROWING UP NEW MEXICO 440 CERRILLOS ROAD SUITE A SANTA FE NM 87501 850163601 501(C)(3) 130000 0 HBC/FCC IN NORTHERN NEW MEXICO DREAMTREE PROJECT PO BOX 1677 TAOS NM 87571 850462470 501(C)(3) 125000 0 CAPITAL SUPPORT FOR TAOS NEST THE MOUNTAIN CENTER 1524 BISHOPS LODGE RD B SANTA FE NM 87506 850272388 501(C)(3) 100000 0 PROPERTY PURCHACE DUE DILIGENCE AND BUSINESS PLAN GROUNDWORKS NEW MEXICO PO BOX 70126 ALBUQUERQUE NM 87197 850437031 501(C)(3) 100000 0 STRATEGIC PLANNING AND MERGER-RELATED COMMUNICATIONS 501CPA 3900 OSUNA RD NE SUITE 260 ALBUQUERQUE NM 87109 452848527 501(C)(3) 100000 0 SUPPORT FOR ORGANIZATIONS IN NORTHERN NEW MEXICO ALLIANCE FOR LOCAL ECONOMIC PROSPERITY PO BOX 33132 SANTA FE NM 87594 481275323 501(C)(3) 100000 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) 100000 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) 100000 0 GENERAL SUPPORT SAN JUAN COUNTY REGIONAL MEDICAL CENTER 801 WEST MAPLE ST FARMINGTON NM 87401 850127924 501(C)(3) 100000 0 INTERNAL MEDICINE RESIDENCY PROGRAM KERES CHILDREN'S LEARNING CENTER PO BOX 113 COCHITI PUEBLO NM 87072 454511408 501(C)(3) 100000 0 BUILDING KERES CHILDREN LEARNING CENTERS FUTURE CAPITAL CAMPAIGN PRESBYTERIAN HEALTHCARE FOUNDATION PO BOX 26666 ALBUQUERQUE NM 871256666 856016041 501(C)(3) 85000 0 NORTHERN ROOTS PRODUCE RX PROGRAM FIRST CHOICE COMMUNITY HEALTHCARE 2001 CENTRO FAMILIAR SW ALBUQUERQUE NM 87105 850224409 501(C)(3) 85000 0 ACCOUNTING SUPPORT AND PHARMACY EVALUATION. FAMILY CAREGIVER CENTER OF NEW MEXICO PO BOX 367365 ALBUQUERQUE NM 87176 883846826 501(C)(3) 75000 0 NORTHERN NEW MEXICO EXPANSION. PLAYERS PHILANTHROPY FUND 1122 KENWORTH DR SUITE 201 TOWSON MD 21204 276601178 501(C)(3) 70200 0 HEALTHY CLIMATE NEW MEXICO ENVIRONMENTAL MONITORING NETWORK INOURHANDS 41 EAST RD WESTMINSTER MA 01473 821569093 501(C)(3) 50000 0 CAPACITY BUILDING SUPPORT FOR BUSINESS PLAN ESPANOLA PATHWAYS SHELTER PO BOX 278 ESPAOLA NM 87532 843477622 501(C)(3) 50000 0 FENCE INSTALLATION IMAGINE NEW MEXICO PO BOX 6156 SANTA FE NM 87502 991547472 501(C)(3) 50000 0 WEBSITE AND DATA PLATFORM PROJECT FARMINGTON MUNICIPAL SCHOOLS DISTRICT 5 3401 E 30TH ST SUITE A FARMINGTON NM 87402 856000130 GOV 50000 0 CAREER TECHNICAL EDUCATION CENTER LOS ALAMOS NATIONAL LABORATORY 1112 PLAZA DEL NORTE ESPANOLA NM 87532 742853972 GOV 50000 0 PUEBLO HOME VISITING CANCER FOUNDATION OF NEW MEXICO PO BOX 5038 SANTA FE NM 875025038 412079799 501(C)(3) 40000 0 MOVING EXPENSES SANTA FE INDIGENOUS CENTER PO BOX 24184 SANTA FE NM 87502 992953150 501(C)(3) 40000 0 CAPACITY BUILDING SUPPORT STEM SANTA FE PO BOX 33103 SANTA FE NM 87594 822358193 501(C)(3) 25000 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) 25000 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) 25000 0 MENTORSHIP AND SUSTAINABLE COLLEGE AND CAREER READINESS PROGRAMS READING QUEST 991 CAMINO CONSUELO SANTA FE NM 87507 473350742 501(C)(3) 25000 0 FREE STRUCTURED LITERACY TUTORING PACIFIC INSTITUTE FOR RESEARCH AND EVALUATION 851 UNIVERSITY BLVD SE ALBUQUERQUE NM 87106 942243283 501(C)(3) 20000 0 NATIVE AMERICAN MATERNAL MORBIDITY AND MORTALITY (MMM)RESEARCH IN NEW MEXICO ENCUENTRO 907 4TH ST SW ALBUQUERQUE NM 871024140 272016727 501(C)(3) 20000 0 IN-HOME ELDERLY CARE AND NUTRITION JICARILLA APACHE NATION PO BOX 550 DULCE NM 87528 850098775 TRIBAL GOVERNMENT 15000 0 PURCHASE OF A SPOT VISION MACHINE AND A HEMOCURE MACHINE CARE LAB 6014 7TH PLACE NW WASHNGTON DC 200111261 862195500 501(C)(3) 15000 0 SENATA CHIEFS NETWORK ENGAGEMENT UNITED WAY OF NORTHERN NEW MEXICO PO BOX 539 LOS ALAMOS NM 87544 237138947 501(C)(3) 10000 0 COMMUNITY HEALTH FUND SUBGRANTS LUNA COMMUNITY COLLEGE FOUNDATION PO BOX 3977 LAS VEGAS NM 87701 742851490 501(C)(3) 7500 0 FOOD PANTRY, EARLY CHILDHOOD CENTER, GREENHOUSE PROJECT 53 0 PART I, LINE 2: ANCHORUM USES A COMBINATION OF GRANT APPLICATIONS, PROPOSALS, AND CONVERSATIONS WITH ORGANIZATIONS TO MAKE A GRANT AWARD DECISION AND TO DEVELOP BOTH QUANTITATIVE AND QUALITATIVE GOALS FOR OUR GRANT RECIPIENTS. THE GRANT PURPOSE AND OBJECTIVES ARE OUTLINED IN A WRITTEN GRANT LETTER OR GRANT AGREEMENT. GRANTEE ELIGIBILITY TO RECEIVE A GRANT IS VERIFIED AND RECORDED USING THE CURRENT IRS BUSINESS MASTER FILE TO VERIFY CURRENT NONPROFIT STATUS. THROUGH BOTH APPLICATIONS AND PERIODIC REPORTING AFTER THE GRANT AWARD, GRANTEES DEVELOP, TRACK AND MEASURE, IN CONSULTATION WITH ANCHORUM, THEIR EXPECTED PERFORMANCE MEASURES AND ACTUAL RESULTS FOR THE PROJECT OR PROGRAM ACTIVITIES FUNDED BY THE GRANT. BOTH THE GRANTEE AND THE GRANTOR PARTICIPATE IN ONGOING EVALUATION OF A GRANT'S PLANNED ACTIVITIES, GOALS, AND ACHIEVEMENTS AND COLLABORATE IN ESTABLISHING DELIVERABLES OR SUCCESS METRICS FOR ANY POSSIBLE FUTURE GRANTS UNDER MULTI-YEAR AGREEMENTS. DOCUMENTATION FOR BOTH GRANT AWARD AND SUBSEQUENT MONITORING IS MAINTAINED IN OUR RECORDS. X X 0 0 0 0 0 0 0 1 0 JERRY JONES PRESIDENT AND CEO 471024 0 110000 0 0 0 37750 0 38812 0 657586 0 0 0 JENNIFER PARKS SENIOR VP OF STRATEGIC PHILANTHROPY 268798 0 50000 0 0 0 13752 0 21445 0 353995 0 0 0 JENNIFER CRYSLER CHIEF FINANCIAL OFFICER 225038 0 75000 0 0 0 34381 0 12669 0 347088 0 0 0 FRANTZ MELIO VICE PRESIDENT OF HEALTH STRATEGIES 194438 0 75000 0 0 0 10117 0 37838 0 317393 0 0 0 MONICA RESENDEZ CONTROLLER 127331 0 0 0 0 0 6578 0 17793 0 151702 0 0 0 PART I, LINE 7 THE EXECUTIVE TEAM, AS PART OF THEIR COMPENSATION PACKAGE, ARE ENTITLED TO EARN AND RECEIVE DISCRETIONARY, INCENTIVE BONUSES FOR MEETING ANNUAL ORGANIZATIONAL AND TEAM GOALS. GOALS FOR THE EXECUTIVE STAFF ARE MEMORIALIZED, MONITORED, AND EVALUATED ANNUALLY BY THE BOARD OF DIRECTORS, AND THE DISCRETIONARY BONUS AWARDS, IF ANY, ARE APPROVED BY THE BOARD OF DIRECTORS. ADDITIONALLY, SEVERAL SENIOR MEMBERS OF THE EXECUTIVE TEAM ARE ENTITLED TO A NONQUALIFIED RETENTION PAYMENT, WHICH IS ACCRUED ANNUALLY AND WILL BE PAID IN THE FUTURE SHOULD THE EMPLOYEE COMPLETE THE CONTRACT TERM. X 1 132000 APPRAISAL VALUE 0 0 1 0 PART I, COLUMN (B): NUMBER OF CONTRIBUTIONS FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PROVIDED TO THE BOARD FOR THEIR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C EVERY DIRECTOR AND OFFICER, IN A MANNER AND FORM PRESCRIBED BY THE CONFLICT OF INTEREST POLICY ADOPTED BY THE BOARD, IS REQUIRED AS A CONDITION OF HIS OR HER OFFICE TO DISCLOSE FULLY ANY CONFLICT OF INTEREST AS DEFINED IN THE CONFLICT OF INTEREST POLICY. ANY PERSON WITH A CONFLICT OF INTEREST SHOULD NOT PARTICIPATE IN ANY DELIBERATION OR VOTE REGARDING A MATTER WHICH MAY HAVE EITHER AN ACTUAL OR PERCEIVED CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION USES PEER BENCHMARKING DATA FROM THE MOST CURRENT COUNCIL ON FOUNDATIONS SALARY SURVEY DATA, AS WELL AS AVAILABLE DATA FROM COMPARABLY SIZED FOUNDATIONS IN OUR SERVICE AREA. THE CEO'S COMPENSATION IS APPROVED BY THE BOARD CHAIR, AND ALL OTHER STAFF COMPENSATION IS APPROVED BY THE CEO IN ACCORDANCE WITH BOARD-APPROVED BUDGET PARAMETERS. DELIBERATIONS AND DECISIONS ARE DOCUMENTED. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE ON THE NEW MEXICO ATTORNEY GENERAL'S WEBSITE. THE CONFLICT OF INTEREST STATEMENT IS NOT MADE AVAILABLE TO THE PUBLIC. ANCHORUM VENTURES LLC 309 READ STREET SANTA FE NM 87501 933429250 INCUBATOR ORGANIZATION FOR NEW JOINT VENTURES NM 166 32426 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 369368 79347857 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 70017 5203315 ANCHORUM HEALTH FOUNDATION ANCHORUM ST VINCENT 309 READ STREET SANTA FE NM 87501 261592592 SUPPORTING ORGANIZATION NM 501(C)(3) LINE 12A, I ANCHORUM HEALTH FOUNDATION 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 ANCHORUM ST VINCENT C 1300000 FMV ANCHORUM ST VINCENT O 622828 FMV ANCHORUM ST VINCENT Q 75515 FMV