ANCHORUM HEALTHCARE PARTNERSHIPS: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ANCHORUM HEALTHCARE PARTNERSHIPS (EIN 26-1592592)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-02-26
- IRS object ID
- 202430579349301308
- Schema version
- 2022v5.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-02-26T10:59:16-06:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | 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 | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 261592592 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANCHORUM ST VINCENT | 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 | 1676 HOSPITAL DRIVE | AddressLine1Txt |
| City | SANTA FE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87505 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JENNY CRYSLER | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 5057183050 | PhoneNum |
| Signature | 2024-02-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JENNY | PersonFirstNm |
| Person Last | CRYSLER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| 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 | 2024-02-22 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | 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 | 1676 HOSPITAL DRIVE | AddressLine1Txt |
| City | SANTA FE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87505 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $20,583,037 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ANCHORUM.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2007 | FormationYr |
| Legal Domicile State | NM | LegalDomicileStateCd |
| Activity Or Mission | ANCHORUM ST. VINCENT PARTNERS WITH THE INTERNATIONAL HEALTH SYSTEM, CHRISTUS HEALTH, TO PROVIDE ONGOING FINANCIAL AND STRATEGIC SUPPORT FOR CHRISTUS ST. VINCENT REGIONAL MEDICAL CENTER (CSVRMC) AND TO ENSURE RESIDENTS OF SANTA FE AND NORTHERN NEW MEXICO HAVE ACCESS TO QUALITY HEALTH CARE AND WELLNESS SERVICES. ANCHORUM ST. VINCENT DONATES AND INVESTS IN OTHER LOCAL NONPROFIT PROGRAMS THAT BENEFIT THE HEALTH AND WELLNESS OF OUR COMMUNITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 5 | VotingMembersIndependentCnt |
| Total Employee | 11 | TotalEmployeeCnt |
| Total Volunteers | 5 | TotalVolunteersCnt |
| Total Gross UBI | -$426,846 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $249 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $6,549,862 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $6,377,986 | CYProgramServiceRevenueAmt |
| PY Investment Income | $6,047,388 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,558,181 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $12,597,250 | PYTotalRevenueAmt |
| CY Total Revenue | $9,936,416 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,715,948 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $4,797,500 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,089,408 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,460,256 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,127,563 | PYOtherExpensesAmt |
| CY Other Expenses | $6,613,783 | CYOtherExpensesAmt |
| PY Total Expenses | $11,932,919 | PYTotalExpensesAmt |
| CY Total Expenses | $12,871,539 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $664,331 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,935,123 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $146,299,099 | TotalAssetsBOYAmt |
| Total Assets EOY | $143,652,615 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $24,294,286 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $22,588,559 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $122,004,813 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $121,064,056 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | ANCHORUM ST. VINCENT LEVERAGES OUR MANAGEMENT EXPERTISE, FINANCIAL RESOURCES, BUSINESS ACUMEN, AND SHARED STEWARDSHIP OF CHRISTUS ST. VINCENT IN PARTNERSHIP WITH LIKE-MINDED PHILANTHROPIC ORGANIZATIONS TO ADDRESS THE SOCIAL, BEHAVIORAL, PHYSICAL ENVIRONMENT, AND HEALTHCARE DELIVERY NEEDS OF OUR PEOPLE AND COMMUNITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $5,065,160 | ExpenseAmt |
| Grant | $4,797,500 | GrantAmt |
| Desc | ANCHORUM ST. VINCENT PROVIDED DIRECT GRANTS AND COMPETITIVE GRANTS TO ORGANIZATIONS IN SANTA FE AND NORTHERN NEW MEXICO DURING FY22. ANCHORUM ST. VINCENT MADE IMPACT INVESTMENTS BY FUNDING THESE SCHOOLS AND NONPROFITS BASED ON A COMPETITIVE GRANT APPLICATION WHERE ORGANIZATIONS DEMONSTRATED PROGRAM NEEDS AND COMMUNITY BENEFITS IN FOUR MAJOR AREAS: EDUCATIONAL ATTAINMENT, ADULT BEHAVIORAL HEALTH, HOUSING (HOMELESSNESS), AND SENIOR HEALTH AND WELLNESS. ANCHORUM ST. VINCENT'S GRANTING PROCESS FOCUSES ON THESE AREAS OF COMMUNITY HEALTH NEEDS TO SUPPORT THE GOALS OF CHRISTUS ST. VINCENT REGIONAL MEDICAL CENTER BY IMPROVING COMMUNITY HEALTH RESOURCES AND PROVIDING COMMUNITY SUPPORT. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,473,813 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $6,377,986 | RevenueAmt |
| Desc | ANCHORUM ST. VINCENT OWNS AND MANAGES THREE MEDICAL OFFICE BUILDINGS AND TWO PROGRAM RELATED OFFICE BUILDINGS FOR THE BENEFIT OF CHRISTUS ST. VINCENT REGIONAL MEDICAL CENTER AND THE GREATER COMMUNITY OF SANTA FE AND NORTHERN NEW MEXICO. PHYSICIAN'S PLAZA HAS SEVERAL KEY CLINICAL SPECIALTIES AND LAB SERVICES AND IS LOCATED ON THE CAMPUS OF CHRISTUS ST VINCENT. PLAZA ENTRADA HOUSES THE LARGEST CANCER TREATMENT CENTER IN NORTHERN NEW MEXICO AND AN X-RAY LAB LOCATED OFF CAMPUS FROM THE ACUTE FACILITY. THE RODEO PARK PAISANO BUILDING HOUSES ADMINISTRATIVE STAFF OF THE HOSPITAL AND ORTHOPAEDIC, PHYSICAL THERAPY, AND SPORTS MEDICINE CLINICS. THE TWO PROGRAM OFFICE BUILDINGS HOUSE FOUNDATION OFFICES DEDICATED TO SUPPORTING CHRISTUS ST. VINCENT AND THE LARGER COMMUNITY, AND THE ADMINISTRATIVE OFFICES OF ANCHORUM ST. VINCENT. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $897,188 | ExpenseAmt |
| Revenue | $3,985,027 | RevenueAmt |
| Desc | ADMINISTRATIVE FUNCTIONS, INVESTMENT MANAGEMENT, AND OTHER ORGANIZATIONAL SUPPORT. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $0 | ExpenseAmt |
| Desc | TO SUPPORT THE MISSION OF CHRISTUS ST. VINCENT REGIONAL MEDICAL CENTER (CSVRMC), ANCHORUM PARTICIPATED IN THE COMMUNITY HEALTH FUNDER ALLIANCE (CHFA), WHICH IS A FUNDER COLLABORATIVE FOCUSED ON IMPROVING HEALTH OUTCOMES AND PROMOTING HEALTH EQUITY IN SANTA FE AND NORTHERN NEW MEXICO. THE OTHER MEMBERS OF CHFA ARE CSVRMC AND SANTA FE COMMUNITY FOUNDATION. HTTPS://COMMUNITYHEALTHFUNDER.ORG/ | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $0 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $10,436,161 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | 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 | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | 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 | 0 | 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 | 16 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 11 | 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 | 6 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 5 | 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 | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JENNY CRYSLER CHIEF FINANCIAL OFFI | PersonNm |
| Phone | 5053955919 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1676 HOSPITAL DRIVE | AddressLine1Txt |
| City | SANTA FE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87505 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| CHARLES GOODMAN | |||||||||
| CHAIR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| DAYA SINGH KHALSA | |||||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| MARK PUCZYNSKI MD | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| SAYURI YAMADA | |||||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | 2.00 | |||
| WENDY TREVISANI | |||||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | 2.00 | |||
| JERRY JONES CPA | |||||||||
| PRESIDENT AND CEO | 30.00 | Yes (X) | Yes (X) | $456,839 | $0 | $70,946 | 10.00 | ||
| JENNIFER CRYSLER CORP TREAS | |||||||||
| CHIEF FINANCIAL OFFICER | 30.00 | Yes (X) | $153,064 | $0 | $40,424 | 10.00 | |||
| JOOHEE RAND | |||||||||
| VP PHILANTHROPY (THROUGH 6/2/22) | 40.00 | $121,325 | $0 | $7,701 | Yes (X) | ||||
| PETER BASTONE | |||||||||
| FORMER PRESIDENT AND CEO | 0.00 | $639,000 | $0 | $0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,370,228 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $119,071 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MCDERMOTT WILL & EMERY LLP | |||||
| PO BOX 1675 | CAROL STREAM | IL | 601321675 | LEGAL SERVICES | $427,466 |
| BRANDING BUSINESS LLC | |||||
| 1 WRIGLY | IRVINE | CA | 92618 | MARKETING AND BRANDING | $193,478 |
| MEKETA INVESTMENT GROUP | |||||
| 5796 ARMADA DRIVE SUITE 110 | CARLSBAD | CA | 92008 | INVESTMENT MANAGEMENT | $151,531 |
| COLLIERS INTERNATIONAL | |||||
| 5051 JOURNAL CENTER BLVD NE SUITE | ALBUQUERQUE | NM | 87109 | PROPERTY MANAGEMENT | $150,258 |
| DOBIE ASSOCIATES INC | |||||
| 30 DANA PLACE | LONG BEACH | CA | 90803 | STRATEGIC CONSULTING | $103,226 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $249 | AllOtherContributionsAmt |
| Total Contributions | $249 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| COMMON AREA MAINTENANC | 531390 | $1,794,643 | $1,794,643 |
| RODEO PARK | 531390 | $1,689,983 | $1,689,983 |
| PHYSICIANS PLAZA MEDIC | 531190 | $1,542,728 | $1,542,728 |
| PLAZA ENTRADA | 531190 | $1,221,527 | $1,221,527 |
| 1672 HD | 531390 | $129,105 | $129,105 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $6,377,986 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,700,956 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,127,802 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$426,846 | UnrelatedBusinessRevenueAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,503,846 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,646,621 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,857,225 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,857,225 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,857,225 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,936,416 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $10,363,013 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$426,846 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,797,500 | TotalAmt |
| Program Services | $4,797,500 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $633,186 | TotalAmt |
| Program Services | $405,760 | ProgramServicesAmt |
| Management And General | $227,426 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $618,419 | TotalAmt |
| Program Services | $403,975 | ProgramServicesAmt |
| Management And General | $214,444 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,357 | TotalAmt |
| Program Services | $26,363 | ProgramServicesAmt |
| Management And General | $13,994 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,248 | TotalAmt |
| Program Services | $61,173 | ProgramServicesAmt |
| Management And General | $28,075 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,046 | TotalAmt |
| Program Services | $51,636 | ProgramServicesAmt |
| Management And General | $27,410 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $150,172 | TotalAmt |
| Program Services | $150,172 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $764,651 | TotalAmt |
| Management And General | $764,651 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,396 | TotalAmt |
| Management And General | $86,396 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $298,697 | TotalAmt |
| Management And General | $298,697 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $467,003 | TotalAmt |
| Program Services | $329,335 | ProgramServicesAmt |
| Management And General | $137,668 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,038 | TotalAmt |
| Program Services | $55,943 | ProgramServicesAmt |
| Management And General | $30,095 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,470 | TotalAmt |
| Management And General | $29,470 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,118 | TotalAmt |
| Program Services | $62,145 | ProgramServicesAmt |
| Management And General | $33,973 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,717,093 | TotalAmt |
| Program Services | $2,477,656 | ProgramServicesAmt |
| Management And General | $239,437 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,547 | TotalAmt |
| Management And General | $61,547 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,717,751 | TotalAmt |
| Program Services | $1,614,503 | ProgramServicesAmt |
| Management And General | $103,248 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,622 | TotalAmt |
| Management And General | $37,622 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUES AND SUBSCRIPTIONS | Desc |
| Total | $38,058 | TotalAmt |
| Management And General | $38,058 | ManagementAndGeneralAmt |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,167 | TotalAmt |
| Management And General | $63,167 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,871,539 | TotalAmt |
| Program Services | $10,436,161 | ProgramServicesAmt |
| Management And General | $2,435,378 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $617,949 | BOYAmt |
| EOY | $688,895 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,793,577 | BOYAmt |
| EOY | $912,455 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,144,513 | BOYAmt |
| EOY | $1,029,734 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,983,240 | BOYAmt |
| EOY | $11,904,736 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $148,162 | BOYAmt |
| EOY | $89,108 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $49,256,673 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $12,376,991 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,650,419 | BOYAmt |
| EOY | $36,879,682 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,490,105 | BOYAmt |
| EOY | $42,917,489 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,305,918 | BOYAmt |
| EOY | $48,783,590 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,996 | BOYAmt |
| EOY | $3,303 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $161,220 | BOYAmt |
| EOY | $443,623 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $146,299,099 | BOYAmt |
| EOY | $143,652,615 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $627,037 | BOYAmt |
| EOY | $935,984 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,191 | BOYAmt |
| EOY | $3,876,499 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,639,400 | BOYAmt |
| EOY | $17,757,418 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,658 | BOYAmt |
| EOY | $18,658 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,294,286 | BOYAmt |
| EOY | $22,588,559 | 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 | $122,004,813 | BOYAmt |
| EOY | $121,064,056 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $122,004,813 | BOYAmt |
| EOY | $121,064,056 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $146,299,099 | BOYAmt |
| EOY | $143,652,615 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$2,935,123 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,994,366 | 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) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type2 | Yes (X) | SupportingOrgType2Ind |
| IRS Written Determination | Yes (X) | IRSWrittenDeterminationInd |
| Supported Organizations | 1 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHRISTUS ST VINCENT REGIONAL MEDICAL CENTER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 850106941 | EIN |
| Organization Type | 3 | OrganizationTypeCd |
| Governing Document Listed | Yes (1) | GoverningDocumentListedInd |
| Support | $0 | SupportAmt |
| Other Support | $4,162,500 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $0 | SupportSumAmt |
| Other Support Sum | $4,162,500 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | Yes (1) | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Majority Dir Trst Supported Org | 0 | MajorityDirTrstSupportedOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, SECTION C, LINE 1: | TO BE "SUPERVISED OR CONTROLLED IN CONNECTION WITH" ITS SUPPORTING ORGANIZATION, THE CONTROL OR MANAGEMENT OF ANCHORUM ST. VINCENT MUST BE VESTED IN THE SAME PERSONS THAT CONTROL OR MANAGE ITS PUBLICLY SUPPORTED ORGANIZATION, CSVRMC. TREAS. REG. 1.509(A)-4(H)(L). AS DISCUSSED BELOW, ANCHORUM ST. VINCENT IS SUPERVISED IN CONNECTION WITH CSVRMC BECAUSE A MAJORITY OF ANCHORUM ST. VINCENT DIRECTORS ARE ALSO INDIVIDUALS WHO COMPRISE ONE OF THE TWO EQUAL VOTING CLASSES OF THE CHRISTUS ST. VINCENT REGIONAL MEDICAL CENTER BOARD OF DIRECTORS. IT IS THUS A TYPE II SUPPORTING ORGANIZATION UNDER CODE SECTION 509(A)(3). ANCHORUM ST. VINCENT SERVES AS ONE OF TWO CORPORATE MEMBERS OF THE ST. VINCENT HOSPITAL BOARD. THE OTHER CORPORATE MEMBER IS CHRISTUS, A TEXAS NONPROFIT CORPORATION RECOGNIZED AS EXEMPT FROM FEDERAL TAX UNDER SECTION 501(C)(3) PURSUANT TO GROUP RULING 0928 ISSUED TO THE UNITED STATES CONFERENCE OF CATHOLIC BISHOPS BY VIRTUE OF ITS LISTING IN THE OFFICIAL CATHOLIC DIRECTORY. THE HOSPITAL BOARD IS THUS DIVIDED IN TWO CLASSES, EACH CONSISTING OF AN EQUAL NUMBER OF DIRECTORS: ANCHORUM ST. VINCENT CLASS AND THE CHRISTUS CLASS. ANCHORUM ST. VINCENT CLASS OF THE HOSPITAL BOARD IS MADE UP OF INDIVIDUALS WHO RESIDE IN THE LOCAL COMMUNITY. ANCHORUM ST. VINCENT CLASS APPOINTS ITS OWN SUCCESSORS. THE CHRISTUS CLASS IS APPOINTED BY CHRISTUS. THE ST. VINCENT HOSPITAL BYLAWS SPECIFY, AS ONE OF THE QUALIFICATIONS AN INDIVIDUAL MUST HAVE TO SERVE IN EITHER CLASS OF THE HOSPITAL BOARD, A WILLINGNESS TO COMMIT HIMSELF OR HERSELF TO COMMUNITY HEALTH AND WELFARE AND TO DEVOTE THE NECESSARY TIME TO HELPING ST. VINCENT HOSPITAL MEET ITS RESPONSIBILITIES TO ITS PATIENTS AND ITS COMMUNITY. IN ADDITION, THE ST VINCENT HOSPITAL BYLAWS SPECIFICALLY PROVIDE THAT NO MORE THAN ONE-THIRD OF THE MEMBERS OF THE HOSPITAL BOARD MEMBERS APPOINTED BY CHRISTUS MAY BE COMPRISED OF EMPLOYEES OF CHRISTUS OR ANY OF ITS AFFILIATES. FINALLY, THE ACT OF A MAJORITY OF THE DIRECTORS IN EACH CLASS OF DIRECTORS, PRESENT IN PERSON AT A MEETING AT WHICH THERE IS A QUORUM, IS REQUIRED FOR THE HOSPITAL BOARD TO TAKE ACTION. ANCHORUM ST. VINCENT'S BYLAWS REQUIRE THAT A MAJORITY OF ANCHORUM ST. VINCENT'S BOARD OF DIRECTORS SHALL CONSIST AT ALL TIMES OF THE INDIVIDUALS WHO COMPRISE ANCHORUM ST. VINCENT CLASS OF THE HOSPITAL BOARD. THESE INDIVIDUALS THUS SERVE AS EX-OFFICIO MEMBERS OF THE ANCHORUM ST. VINCENT BOARD WITH THE RIGHT TO VOTE ON ALL MATTERS THAT COME BEFORE THE ANCHORUM ST. VINCENT BOARD. AS EX-OFFICIO BOARD MEMBERS, THEY HOLD OFFICE UNTIL THEY CEASE TO BE MEMBERS OF THE ANCHORUM ST. VINCENT CLASS OF THE HOSPITAL BOARD. THE SAME INDIVIDUALS FROM THE HOSPITAL BOARD WHO SERVE AS EX-OFFICIO MEMBERS OF THE ANCHORUM ST. VINCENT BOARD ARE ALSO IN A POSITION TO ASSURE THE RESPONSIVENESS OF ANCHORUM ST. VINCENT TO THE MISSION AND CHARITABLE PURPOSE OF ST. VINCENT HOSPITAL WHEN ANCHORUM ST. VINCENT IS ACTING AS ONE OF THE TWO MEMBERS OF ST. VINCENT HOSPITAL. SPECIFICALLY, THESE INDIVIDUALS ARE EMPOWERED TO ACT ON BEHALF OF ANCHORUM ST. VINCENT AS A MEMBER OF ST. VINCENT HOSPITAL ON MATTERS THAT ARE RESERVED FOR ACTION BY THE TWO MEMBERS OF ST. VINCENT HOSPITAL. THESE MATTERS INCLUDE, AMONG OTHERS, APPROVAL OF AMENDMENTS TO THE ST. VINCENT HOSPITAL ARTICLES OF INCORPORATION AND BYLAWS; APPROVAL OF ANY MERGER, CONSOLIDATION, DISSOLUTION OR SALE OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF ST. VINCENT HOSPITAL; APPROVAL OF THE ESTABLISHMENT, TERMINATION OR TRANSFER OF ANY SIGNIFICANT ST. VINCENT HOSPITAL PROGRAM OR SERVICE LINE; APPROVAL OF ANY AMENDMENTS TO THE ST. VINCENT HOSPITAL MISSION, STRATEGIC PLAN, OR CHARITY CARE POLICY; AND APPROVAL OF VARIOUS TYPES OF FINANCIAL MATTERS SUCH AS CERTAIN INCURRENCE OF DEBT AND MAKING OF LOANS. AN ACTION ON THESE MATTERS REQUIRES THE AFFIRMATIVE VOTE OF BOTH CLASSES OF MEMBERS: BY HAVING THE OPPORTUNITY TO PROVIDE AN ESSENTIAL VOTE ON SUCH MATTERS, THE INDIVIDUALS FROM THE HOSPITAL BOARD WHO SERVE AS A MAJORITY OF THE MEMBERS OF THE ANCHORUM ST. VINCENT BOARD WILL HAVE THE OPPORTUNITY TO PROVIDE INPUT ON KEY MATTERS THAT RELATE DIRECTLY TO FULFILLMENT OF ST. VINCENT HOSPITAL'S MISSION AND EXEMPT PURPOSES OF SERVING ITS LOCAL COMMUNITY. |
| PART IV, SECTION A, LINE 6: | THE ORGANIZATION PROVIDES SUPPORT, VIA GRANTS, TO OTHER NON-PROFIT ORGANIZATIONS. THIS IS IN FURTHERANCE OF CHRISTUS ST. VINCENT'S MISSION BY SUPPORTING COMMUNITY HEALTH AND WELLNESS. DETAILS OF THESE GRANTS IS DISCUSSED IN FORM 990, PAGE 2. |
| PART I, LINE 12G, COL. (VI) | ANCHORUM ST. VINCENT PROVIDED $4,162,500 IN GRANTS IN SUPPORT OF THE MISSION OF CHRISTUS ST. VINCENT REGIONAL MEDICAL CENTER. |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,609,236 | OtherCostOrOtherBasisAmt |
| Book Value | $8,609,236 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $30,971,873 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,593,770 | DepreciationAmt |
| Book Value | $22,378,103 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,546,960 | OtherCostOrOtherBasisAmt |
| Depreciation | $353,878 | DepreciationAmt |
| Book Value | $1,193,082 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,128,604 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,429,343 | DepreciationAmt |
| Book Value | $4,699,261 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $36,879,682 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LIMITED PARTNERSHIPS AND OTHER ALTERNATIVE INVESTMENTS | Desc |
| Book Value | $48,783,590 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $48,783,590 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TENANT SECURITY DEPOSITS | Desc |
| Amt | $18,658 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $18,658 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ANCHORUM IS A NOT-FOR-PROFIT ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND, ACCORDINGLY, IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES. THE ORGANIZATION IS DEEMED TO BE A PUBLIC CHARITY ORGANIZATION UNDER INTERNAL REVENUE CODE SECTION 509(A)(3). ANCHORUM FOLLOWS THE PROVISIONS OF FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC) 740, INCOME TAXES. FASB ASC 740 PROVIDES DETAILED GUIDANCE FOR THE FINANCIAL STATEMENT RECOGNITION, MEASUREMENT, AND DISCLOSURE OF UNCERTAIN TAX POSITIONS IN AN ORGANIZATION'S FINANCIAL STATEMENTS. UNCERTAIN INCOME TAX POSITIONS MUST MEET A MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD AT THE EFFECTIVE DATE TO BE RECOGNIZED UPON THE ADOPTION OF FASB ASC 740-10 AND IN SUBSEQUENT PERIODS. THE PROVISIONS OF FASB ASC 740 HAVE BEEN APPLIED TO ALL ANCHORUM INCOME TAX POSITIONS COMMENCING FROM THAT DATE. ANCHORUM POLICY IS TO CLASSIFY INCOME TAX PENALTIES AND INTEREST ACCORDING TO THEIR NATURAL CLASSIFICATION IN ITS FINANCIAL STATEMENTS. DURING THE YEARS ENDED JUNE 30, 2023 AND 2022, ANCHORUM INCURRED NO INTEREST OR PENALTIES. AS OF JUNE 30, 2023, MANAGEMENT DOES NOT BELIEVE ANCHORUM HAS ANY UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION, MEASUREMENT, OR DISCLOSURE UNDER FASB ASC 740. | ExplanationTxt |
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 | $16,905,608 |
| EUROPE - UNITED KINGDOM | 0 | 0 | INVESTMENTS | $69,741 |
| 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 | $16,975,349 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $16,975,349 | 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 (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III ACCOUNTING METHOD: | |
| PART I, LINE 3 | ANCHORUM ST. VINCENT OVERSEES ITS OWN INVESTMENT PORTFOLIO. CONCURRENTLY, ANCHORUM ST. VINCENT ALSO COLLABORATES WITH CHRISTUS ST. VINCENT REGIONAL MEDICAL CENTER MANAGEMENT REGARDING THEIR INVESTMENT PORTFOLIO BY PARTICIPATING IN JOINT INVESTMENT COMMITTEE MEETINGS AND UTILIZING THE SAME INVESTMENT CONSULTANT. THE ACCRUAL METHOD OF ACCOUNTING IS USED. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (32 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| 501(C)PA | ||||||||
| 3900 OSUNA ROAD NE STE 260 | ALBUQUERQUE | NM | 87109 | 452848527 | 501(C)(3) | $100,000 | $0 | TECHNICAL SUPPORT FOR HEALTH AND SOCIAL SERVICES ORGANIZATIONS IN NORTHERN NM |
| COMMUNITIES IN SCHOOLS OF NM | ||||||||
| PO BOX 367 | SANTA FE | NM | 87504 | 850481104 | 501(C)(3) | $215,000 | $0 | EDUCATIONAL ATTAINMENT |
| DREAMTREE PROJECT INC | ||||||||
| PO BOX 1677 | TAOS | NM | 87571 | 850462470 | 501(C)(3) | $190,000 | $0 | OPERATING SUPPORT FOR HOMELESS SERVICES |
| ESPANOLA PATHWAYS SHELTER | ||||||||
| PO BOX 278 | ESPANOLA | NM | 87532 | 843477622 | 501(C)(3) | $300,000 | $0 | OPERATING SUPPORT FOR HOMELESS SERVICES |
| FAMILY YMCA & THE ESPANOLA YMCA TEEN CENTER | ||||||||
| 1450 IRIS ST | LOS ALAMOS | NM | 87544 | 850130054 | 501(C)(3) | $90,000 | $0 | EDUCATIONAL ATTAINMENT |
| FOUNDATION FOR MONTE DEL SOL CHARTER SCHOOL | ||||||||
| 4157 WALKING RAIN ROAD | SANTA FE | NM | 87507 | 850456767 | 501(C)(3) | $35,000 | $0 | CASA PROGRAM, SUSTAINABLE COLLEGE AND CAREER READINESS |
| FUTURE FOCUSED EDUCATION | ||||||||
| 200 BROADWAY NE | ALBUQUERQUE | NM | 87102 | 473717716 | 501(C)(3) | $50,000 | $0 | EDUCATIONAL ATTAINMENT |
| GROUNDWORKS NEW MEXICO FKA NEW MEXICO ASSOCIATION OF GRANTMAKERS | ||||||||
| PO BOX 9280 | SANTA FE | NM | 87504 | 850437031 | 501(C)(3) | $100,000 | $0 | CAPACITY BUILDING FOR CATALYTIC COLLABORATION IN NM PHILANTHROPY AND IMPACT INVESTING |
| GROWING UP NEW MEXICO INC | ||||||||
| 440 CERRILLOS ROAD | SANTA FE | NM | 87501 | 850163601 | 501(C)(3) | $150,000 | $0 | HEALTHCARE NAVIGATION SERVICES AND FAMILY COACHING |
| HOMEWISE | ||||||||
| 1301 SILER RD BLDG D | SANTA FE | NM | 87507 | 850346325 | 501(C)(3) | $300,000 | $0 | CSV WORKFORCE HOUSING ASSISTANCE |
| LIFE CIRCLE | ||||||||
| 1800A ESPINACITAS ST | SANTA FE | NM | 87505 | 453265446 | 501(C)(3) | $25,000 | $0 | ADULT DAY CARE CAPACITY BUILDING |
| LOS ALAMOS NATIONAL LABORATORY FOUNDATION | ||||||||
| 1112 PLAZA DEL NORTE | ESPANOLA | NM | 87532 | 742853972 | 501(C)(3) | $170,000 | $0 | SCHOLARSHIP FUNDING FOR HEALTHCARE RELATED SECONDARY EDUCATION |
| MCCURDY MINISTRIES | ||||||||
| 362A S MCCURDY RD | ESPANOLA | NM | 87532 | 850127907 | 501(C)(3) | $140,000 | $0 | $100,000 CAPITAL GRANT; $40,000 COMMUNITY AND BEHAVIORAL HEALTH PROGRAMMING AND PLANNING EFFORTS |
| MEMORY CARE ALLIANCE | ||||||||
| 8 CALLE MEDICO | SANTA FE | NM | 87505 | 883566227 | 501(C)(3) | $35,000 | $0 | SENIOR HEALTH CAPACITY BUILDING |
| MOVING ARTS ESPANOLA INC | ||||||||
| PO BOX 505 | VELARDE | NM | 87582 | 452459893 | 501(C)(3) | $90,000 | $0 | CAPITAL CAMPAIGN AND CAPACITY BUILDING |
| NEW MEXICO COALITION TO END HOMELESSNESS | ||||||||
| PO BOX 865 | SANTA FE | NM | 87504 | 850482896 | 501(C)(3) | $87,500 | $0 | SUPPORT FOR PEOPLE EXPERIENCING HOMELESSNESS |
| NEW MEXICO FOUNDATION | ||||||||
| 8 CALLE MEDICO | SANTA FE | NM | 87505 | 850311210 | 501(C)(3) | $215,000 | $0 | SUPPORT FOR THE NATIVE AMERICAN RECOVERY FUND |
| NEW MEXICO LEGAL AID | ||||||||
| 301 GOLD AVENUE SW | ALBUQUERQUE | NM | 87102 | 850116950 | 501(C)(3) | $305,000 | $0 | $295,000 MEDICAL-LEGAL ALLIANCE WITH HOSPITAL FOR PATIENT SUPPORT; $10,000 FIRE RELIEF |
| NUSENDA CREDIT UNION | ||||||||
| 4100 PAN AMERICAN FREEWAY NE | ALBUQUERQUE | NM | 87120 | 850105773 | 501(C)(1) | $50,000 | $0 | EXPANDING ACCESS TO CAPITAL FOR NORTHERN NM MICROLOANS |
| READING QUEST TUTORING | ||||||||
| 991 CAMINO CONSUELO | SANTA FE | NM | 87507 | 473350742 | 501(C)(3) | $85,000 | $0 | EDUCATIONAL ATTAINMENT |
| SANTA FE COMMUNITY COLLEGE FOUNDATION | ||||||||
| 6401 RICHARDS AVENUE | SANTA FE | NM | 87505 | 201594570 | 501(C)(3) | $50,000 | $0 | LPN NURSING PROGRAM |
| SANTA FE COMMUNITY FOUNDATION | ||||||||
| PO BOX 1827 | SANTA FE | NM | 875041827 | 850303044 | 501(C)(3) | $870,000 | $0 | $100,000 SANTA FE HOUSING; $315,000 CAPACITY BUILDING; $425,000 NURSING RECRUITMENT; $30,000 COVID RESPONSE |
| SANTA FE RECOVERY CENTER | ||||||||
| 5312 JAGUAR DRIVE | SANTA FE | NM | 87507 | 850216976 | 501(C)(3) | $125,000 | $0 | MEDICAL DETOX SERVICES, PLUS CAPACITY BUILDING |
| ST MICHAELS HIGH SCHOOL | ||||||||
| 100 SIRINGO RD | SANTA FE | NM | 87505 | 850121641 | 501(C)(3) | $25,000 | $0 | EDUCATIONAL ATTAINMENT |
| STEM SANTA FE | ||||||||
| PO BOX 33103 | SANTA FE | NM | 87594 | 822358193 | 501(C)(3) | $75,000 | $0 | EDUCATIONAL ATTAINMENT |
| TAOS COMMUNITY FOUNDATION | ||||||||
| PO BOX 1925 | TAOS | NM | 87571 | 850425147 | 501(C)(3) | $100,000 | $0 | AFFORDABLE HOUSING |
| THINK NEW MEXICO | ||||||||
| 1227 PASEO DE PERALTA | SANTA FE | NM | 87501 | 311611995 | 501(C)(3) | $75,000 | $0 | SENIOR HEALTH & WELLNESS POLICY |
| UNITED WORLD COLLEGE OF THE AMERICAN WEST | ||||||||
| PO BOX 248 | MONTEZUMA | NM | 87731 | 850297355 | 501(C)(3) | $35,000 | $0 | EDUCATIONAL ATTAINMENT |
| SCOTT'S HOUSE | ||||||||
| 287 RODEO RD | SANTA FE | NM | 87505 | 464755884 | 501(C)(3) | $10,000 | $0 | PLANNING, TECHNICAL ASSISTANCE CAPACITY BUILDING |
| THE MOUNTAIN CENTER | ||||||||
| PO BOX 449 | TESUQUE | NM | 87574 | 850272388 | 501(C)(3) | $50,000 | $0 | CAPITAL CAMPAIGN |
| UNITED CHURCH OF SANTA FE | ||||||||
| 1804 ARROYO CHAMISO RD | SANTA FE | NM | 87505 | 850278459 | 501(C)(3) | $15,000 | $0 | NM DOH SUICIDE PREVENTION COALITION |
| ANCHORUM HEALTH FOUNDATION | ||||||||
| PO BOX 4427 | SANTA FE | NM | 87502 | 873194433 | 501(C)(3) | $635,000 | $0 | GENERAL SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 31 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ANCHORUM ST. VINCENT REQUIRES GRANTEES TO COMPLETE A FORMAL GRANT APPLICATION, WHICH INCLUDES BOTH QUANTITATIVE AND QUALITATIVE MEASURES OF SUCCESS IN ATTAINING THE GOALS SET OUT IN THE GRANT APPLICATION. THROUGH BOTH APPLICATIONS AND PERIODIC REPORTING POST 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. ANCHORUM USES RESULTS-BASED ACCOUNTABILITY APPROACH TO PERFORMANCE MEASUREMENT REPORTING WHERE GRANTEES SELECT PERFORMANCE MEASURES ACROSS THREE SIMPLE CATEGORIES: HOW MUCH DID WE DO? HOW WELL DID WE DO IT? IS ANYONE BETTER OFF? THESE MEASURES HELP GRANTEES PRESENT THEIR PERFORMANCE TO ANCHORUM AS WELL AS MORE BROADLY IN OTHER PUBLIC SETTINGS. IN ADDITION, ANCHORUM ENGAGES A THIRD-PARTY CONSULTANT TO SUPPORT ITS EVALUATION OF GRANTEE PERFORMANCE. 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PETER BASTONE | ||||||||||||||
| FORMER PRESIDENT AND CEO | $0 | $0 | $0 | $0 | $639,000 | $0 | $0 | $0 | $0 | $0 | $639,000 | $0 | $0 | $0 |
| JERRY JONES CPA | ||||||||||||||
| PRESIDENT AND CEO | $324,414 | $0 | $112,925 | $0 | $19,500 | $0 | $34,446 | $0 | $36,500 | $0 | $527,785 | $0 | $19,500 | $0 |
| JENNIFER CRYSLER CORP TREAS | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $152,564 | $0 | $500 | $0 | $0 | $0 | $28,213 | $0 | $12,211 | $0 | $193,488 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 4A | SEVERANCE WAS PAID TO THE FORMER CEO, PETER BASTONE, DURING THE 2022 CALENDAR YEAR (JANUARY 2022), BUT NOT DURING THE FISCAL YEAR. |
| PART I, LINE 7 | THE EXECUTIVE TEAM AT ANCHORUM ST. VINCENT, 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. |
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 REVIEWED AND APPROVED BY THE FULL BOARD PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | AT THE BEGINNING OF EACH MEETING OF THE ANCHORUM ST. VINCENT BOARD OF DIRECTORS AND/OR ITS COMMITTEES, THE CHAIRMAN EMPHASIZES THE ORGANIZATION'S NEED TO ADHERE TO THE ADOPTED CONFLICT OF INTEREST POLICY AND ASKS ALL ATTENDEES TO BE MINDFUL OF ITEMS BEFORE THE BOARD/COMMITTEE AND TO DISCLOSE ANY POTENTIAL CONFLICT RELATING TO ITEMS COMING BEFORE THE BOARD OF DIRECTORS OR ITS COMMITTEES. ANY BOARD MEMBER WITH A CONFLICT IS NOT ALLOWED TO VOTE ON THE ITEM. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE PRESIDENT/CEO'S SALARY IS DETERMINED BY THE BOARD OF DIRECTORS UTILIZING THE PRIOR YEAR'S COUNCIL ON FOUNDATIONS SALARY SURVEY. THE ORGANIZATION DOES A PERIODIC REVIEW OF PEER DATA FROM THE COUNCIL ON FOUNDATIONS ANNUAL STUDY TO COMPARE COMPENSATION AND BENEFIT OFFERINGS FOR ITS OTHER SENIOR LEADERS. THE BOARD'S DELIBERATION AND DECISION ON THE PRESIDENT/CEO'S SALARY IS 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 (7 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 |
|---|---|---|---|---|---|---|---|---|---|
| SUPPORTCO PROPERTIES LLC | |||||||||
| 1631 HOSPITAL DRIVE | SANTA FE | NM | 87505 | 383800339 | MEDICAL OFFICE BUILDING | NM | $2,312,302 | $9,812,238 | ANCHORUM ST VINCENT |
| RODEO PARK MOB LLC | |||||||||
| 2969 RODEO PARK DR E | SANTA FE | NM | 87505 | 384066581 | MEDICAL OFFICE BUILDING | NM | $1,809,555 | $10,637,433 | ANCHORUM ST VINCENT |
| 1672 HD LLC | |||||||||
| 1672 HOSPITAL DRIVE | SANTA FE | NM | 87505 | 843342845 | ADMINISTRATIVE OFFICE BUILDING | NM | $163,663 | $1,314,904 | ANCHORUM ST VINCENT |
| 1676 HD LLC | |||||||||
| 1676 HOSPITAL DRIVE | SANTA FE | NM | 87505 | 843320204 | ADMINISTRATIVE OFFICE BUILDING | NM | $194,676 | $1,294,383 | ANCHORUM ST VINCENT |
| PLAZA ENTRADA HOLDINGS LLC | |||||||||
| 490 A B ZIA ROAD | SANTA FE | NM | 87505 | 352460686 | MEDICAL OFFICE BUILDING | NM | $2,092,824 | $9,891,139 | ANCHORUM ST VINCENT |
| LLI PROPERTIES LLC | |||||||||
| 1676 HOSPITAL DRIVE | SANTA FE | NM | 87505 | 881149529 | PARTICIPANT IN LLLP - AFFORDABLE HOUSING | NM | $0 | $3,493,296 | ANCHORUM ST VINCENT |
| ANCHORUM LLPSPE LLC | |||||||||
| 1676 HOSPITAL DRIVE | SANTA FE | NM | 87505 | 882674986 | PARTICIPANT IN LLC - AFFORDABLE HOUSING | NM | $0 | $500 | ANCHORUM ST VINCENT |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ST VINCENT HOSPITAL DBA CHRISTUS ST VINCENT REGIONAL MEDICAL CENTER | |||||||||||
| 455 ST MICHAELS DRIVE | SANTA FE | NM | 87505 | 850106941 | HOSPITAL | NM | 501(C)(3) | LINE 3 | N/A | 0 | |
| ANCHORUM HEALTH FOUNDATION | |||||||||||
| PO BOX 4427 | SANTA FE | NM | 87502 | 873194433 | HEALTHCARE FOCUSED GRANTMAKING FOUNDATION | NM | 501(C)(3) | LINE 7 | Yes (1) | ANCHORUM ST VINCENT | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | 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 | Yes (1) | 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 | 0 | 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
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANCHORUM HEALTH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | B | TransactionTypeTxt |
| Involved | $635,000 | InvolvedAmt |
| Method Of Amount Determination | FMV | MethodOfAmountDeterminationTxt |
Comments