ANCHORUM HEALTHCARE PARTNERSHIPS: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ANCHORUM HEALTHCARE PARTNERSHIPS (EIN 26-1592592)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-12
- IRS object ID
- 202501329349303145
- Schema version
- 2023v6.0
- 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
- Form 990
- Schedule A
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule N
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-12T12:01:05-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | 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 | 2023-07-01 | 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 | 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 | JENNIFER CRYSLER | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 5057183050 | PhoneNum |
| Signature | 2025-05-02 | 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 | 2025-05-02 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| 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 | $385,840,545 | 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, A SUPPORTING ORGANIZATION TO ANCHORUM HEALTH FOUNDATION, EXISTS TO PROVIDE FINANCIAL AND STRATEGIC SUPPORT TO ENSURE RESIDENTS OF NORTHERN NEW MEXICO HAVE ACCESS TO QUALITY HEALTH CARE AND WELLNESS SERVICES. ANCHORUM ST. VINCENT INVESTS IN OTHER LOCAL NONPROFIT PROGRAMS THAT BENEFIT THE HEALTH AND WELLNESS OF OUR COMMUNITY. | ActivityOrMissionDesc |
| Contract Termination | Yes (X) | ContractTerminationInd |
| Voting Members Governing Body | 5 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 4 | VotingMembersIndependentCnt |
| Total Employee | 10 | TotalEmployeeCnt |
| Total Volunteers | 4 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $249 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $6,377,986 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $365,224,453 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,558,181 | PYInvestmentIncomeAmt |
| CY Investment Income | $5,156,574 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $9,936,416 | PYTotalRevenueAmt |
| CY Total Revenue | $370,381,027 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,797,500 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $491,202,569 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,460,256 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $966,313 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,613,783 | PYOtherExpensesAmt |
| CY Other Expenses | $6,165,069 | CYOtherExpensesAmt |
| PY Total Expenses | $12,871,539 | PYTotalExpensesAmt |
| CY Total Expenses | $498,333,951 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,935,123 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$127,952,924 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $143,652,615 | TotalAssetsBOYAmt |
| Total Assets EOY | $426,182,307 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $22,588,559 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $435,203,833 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $121,064,056 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$9,021,526 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | ANCHORUM ST. VINCENT, A SUPPORTING ORGANIZATION TO ANCHORUM HEALTH FOUNDATION, EXISTS TO PROVIDE FINANCIAL AND STRATEGIC SUPPORT TO ENSURE RESIDENTS OF NORTHERN NEW MEXICO HAVE ACCESS TO QUALITY HEALTH CARE AND WELLNESS SERVICES. ANCHORUM ST. VINCENT INVESTS IN OTHER LOCAL NONPROFIT PROGRAMS THAT BENEFIT THE HEALTH AND WELLNESS OF OUR COMMUNITY. | MissionDesc |
| Significant New Program Srvc | Yes (1) | SignificantNewProgramSrvcInd |
| Significant Change | Yes (1) | SignificantChangeInd |
| Expense | $3,810,086 | ExpenseAmt |
| Grant | $3,580,000 | GrantAmt |
| Desc | ANCHORUM ST. VINCENT PROVIDED DIRECT GRANTS TO ORGANIZATIONS IN SANTA FE AND NORTHERN NEW MEXICO. ANCHORUM ST. VINCENT MADE GRANTS TO THESE SCHOOLS AND NONPROFITS BASED ON A WRITTEN 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. THESE GRANTS INCLUDED THOSE MADE IN SUPPORT OF 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 CHRISTUS ST. VINCENT REGIONAL MEDICAL CENTER AND THE SANTA FE COMMUNITY FOUNDATION. ANCHORUM ST. VINCENT'S GRANTING PROCESS FOCUSES ON THESE AREAS OF COMMUNITY HEALTH NEEDS TO SUPPORT VITAL COMMUNITY HEALTH RESOURCES AND PROVIDE ONGOING COMMUNITY SUPPORT. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,401,705 | ExpenseAmt |
| Revenue | $7,513,863 | 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, A NONPROFIT COMMUNITY HOSPITAL. CHRISTUS ST. VINCENT SERVES THE COMMUNITY OF SANTA FE AS WELL AS MUCH OF 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 PREMIER CANCER TREATMENT CENTER FOR NORTHERN NEW MEXICO AND AN X-RAY LAB LOCATED OFF CAMPUS FROM THE HOSPITAL. RODEO PARK HOUSES ORTHOPAEDIC, PHYSICAL THERAPY, AND SPORTS MEDICINE CLINICS. THE TWO PROGRAM OFFICE BUILDINGS ARE DEDICATED TO SUPPORTING THE CHRISTUS ST. VINCENT HUMAN RESOURCES FUNCTION AND THE ADMINISTRATIVE OFFICES OF ANCHORUM ST. VINCENT. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $487,622,569 | ExpenseAmt |
| Grant | $487,622,569 | GrantAmt |
| Revenue | $357,710,590 | RevenueAmt |
| Desc | ANCHORUM ST. VINCENT UPDATED ITS BYLAWS TO CHANGE ITS SUPPORTED ORGANIZATION FROM CHRISTUS ST. VINCENT REGIONAL MEDICAL CENTER TO ANCHORUM HEALTH FOUNDATION, WHICH IS NOW ITS PARENT ORGANIZATION. ANCHORUM HEALTH FOUNDATION IS DEDICATED TO IMPROVING THE CONDITIONS THAT HAVE THE GREATEST INFLUENCE ON THE HEALTH OF COMMUNITIES AND PEOPLE IN THE NORTHERN NEW MEXICO REGION. ANCHORUM ST. VINCENT MADE SIGNIFICANT PLEDGES OF INVESTMENTS AND OTHER ASSETS TO ANCHORUM HEALTH FOUNDATION DURING THIS FISCAL YEAR, AS WELL AS PROVIDED CASH SUPPORT. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $957,893 | ExpenseAmt |
| Revenue | $5,156,574 | RevenueAmt |
| Desc | ADMINISTRATIVE FUNCTIONS, INVESTMENT MANAGEMENT, AND OTHER ORGANIZATIONAL SUPPORT. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $957,893 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $5,156,574 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $496,792,253 | 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 | 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 | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | Yes (1) | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 31 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 10 | 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 | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | 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 | JENNIFER CRYSLER CHIEF FINANCIAL O | PersonNm |
| 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 (8 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 |
|---|---|---|---|---|---|---|---|---|
| CHARLES GOODMAN | ||||||||
| CHAIR (THRU 8/31/2023) | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DAYA SINGH KHALSA | ||||||||
| CHAIR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JERRY JONES CPA | ||||||||
| PRESIDENT AND CEO | 10.00 | Yes (X) | Yes (X) | $313,704 | $130,693 | $78,689 | 30.00 | |
| MARK PUCZYNSKI MD | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| SAYURI YAMADA | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | 2.00 | ||
| WENDY TREVISANI | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | 2.00 | ||
| JENNIFER CRYSLER CORP TREAS CPA | ||||||||
| CHIEF FINANCIAL OFFICER | 10.00 | Yes (X) | $149,347 | $125,272 | $42,682 | 30.00 | ||
| LISA ESTRADA | ||||||||
| EXECUTIVE ASSISTANT (THRU 10/13/23) | 38.00 | $173,490 | $0 | $22,479 | 2.00 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $636,541 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $255,965 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $143,850 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | 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 | $608,709 |
| COLLIERS INTERNATIONAL | |||||
| 5051 JOURNAL CENTER BLVD NE SUITE | ALBUQUERQUE | NM | 87109 | PROPERTY MANAGEMENT | $425,519 |
| CCS NEW MEXICO JANITORIAL INC | |||||
| 4801 HARDWARE DR NE | ALBUQUERQUE | NM | 87109 | JANITORIAL SERVICES | $375,820 |
| MEKETA INVESTMENT GROUP | |||||
| 5796 ARMADA DRIVE SUITE 110 | CARLSBAD | CA | 92008 | INVESTMENT MANAGEMENT | $134,188 |
| MELIO HOLDINGS | |||||
| 4615 WALKER ROAD | COLORADO SPRINGS | CO | 80908 | STRATEGIC CONSULTING | $100,012 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MEMBERSHIP REORGANIZAT | 900099 | $357,710,590 | $357,710,590 |
| RODEO PARK | 531390 | $2,237,028 | $2,237,028 |
| COMMON AREA MAINTENANC | 531390 | $1,989,349 | $1,989,349 |
| PHYSICIANS PLAZA MEDIC | 531190 | $1,518,941 | $1,518,941 |
| PLAZA ENTRADA | 531190 | $1,290,019 | $1,290,019 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $478,526 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $478,526 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $365,224,453 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,826,836 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,826,836 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $18,789,256 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $15,459,518 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,329,738 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,329,738 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,329,738 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $370,381,027 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $370,381,027 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $491,202,569 | TotalAmt |
| Program Services | $491,202,569 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $224,024 | TotalAmt |
| Program Services | $129,121 | ProgramServicesAmt |
| Management And General | $94,903 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $596,603 | TotalAmt |
| Program Services | $346,030 | ProgramServicesAmt |
| Management And General | $250,573 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,327 | TotalAmt |
| Program Services | $14,110 | ProgramServicesAmt |
| Management And General | $10,217 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,411 | TotalAmt |
| Program Services | $33,878 | ProgramServicesAmt |
| Management And General | $24,533 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,948 | TotalAmt |
| Program Services | $37,139 | ProgramServicesAmt |
| Management And General | $25,809 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $149,998 | TotalAmt |
| Program Services | $149,998 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $237,604 | TotalAmt |
| Management And General | $237,604 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,286 | TotalAmt |
| Management And General | $92,286 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $273,584 | TotalAmt |
| Management And General | $273,584 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $636,767 | TotalAmt |
| Program Services | $551,715 | ProgramServicesAmt |
| Management And General | $85,052 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,604 | TotalAmt |
| Program Services | $95,000 | ProgramServicesAmt |
| Management And General | $9,604 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,668 | TotalAmt |
| Management And General | $25,668 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,424 | TotalAmt |
| Program Services | $25,620 | ProgramServicesAmt |
| Management And General | $17,804 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,914,913 | TotalAmt |
| Program Services | $1,793,552 | ProgramServicesAmt |
| Management And General | $121,361 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,402 | TotalAmt |
| Management And General | $44,402 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,294 | TotalAmt |
| Management And General | $3,294 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $717,815 | TotalAmt |
| Program Services | $717,815 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,791,539 | TotalAmt |
| Program Services | $1,678,854 | ProgramServicesAmt |
| Management And General | $112,685 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,041 | TotalAmt |
| Management And General | $37,041 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|
| DUES AND SUBSCRIPTIONS | $24,371 | $24,371 | |
| ERD EXPENSES | $16,852 | $16,852 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,907 | TotalAmt |
| Management And General | $50,907 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $498,333,951 | TotalAmt |
| Program Services | $496,792,253 | ProgramServicesAmt |
| Management And General | $1,541,698 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $688,895 | BOYAmt |
| EOY | $3,816,168 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $912,455 | BOYAmt |
| EOY | $846,710 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,029,734 | BOYAmt |
| EOY | $1,056,922 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,904,736 | BOYAmt |
| EOY | $328,565,154 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,108 | BOYAmt |
| EOY | $11,705 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $50,038,415 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $14,035,232 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,879,682 | BOYAmt |
| EOY | $36,003,183 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,917,489 | BOYAmt |
| EOY | $25,541,686 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,783,590 | BOYAmt |
| EOY | $29,465,957 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,303 | BOYAmt |
| EOY | $2,663 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $443,623 | BOYAmt |
| EOY | $872,159 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $143,652,615 | BOYAmt |
| EOY | $426,182,307 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $935,984 | BOYAmt |
| EOY | $677,906 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $403,163,306 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,876,499 | BOYAmt |
| EOY | $2,558,014 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,757,418 | BOYAmt |
| EOY | $16,248,181 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,658 | BOYAmt |
| EOY | $12,556,426 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,588,559 | BOYAmt |
| EOY | $435,203,833 | 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 | $121,064,056 | BOYAmt |
| EOY | -$9,021,526 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $121,064,056 | BOYAmt |
| EOY | -$9,021,526 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $143,652,615 | BOYAmt |
| EOY | $426,182,307 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$127,952,924 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$2,557,658 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $425,000 | 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 Type1 | Yes (X) | SupportingOrgType1Ind |
| Supported Organizations | 1 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANCHORUM HEALTH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 873194433 | EIN |
| Organization Type | 7 | OrganizationTypeCd |
| Governing Document Listed | Yes (1) | GoverningDocumentListedInd |
| Support | $50,550,000 | SupportAmt |
| Other Support | $437,072,569 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $50,550,000 | SupportSumAmt |
| Other Support Sum | $437,072,569 | 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 | Yes (1) | OrganizationChangeSuprtOrgInd |
| Supported Org Class Designated | Yes (1) | SupportedOrgClassDesignatedInd |
| 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 |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (1) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | 0 | OperateBenefitNonSuprtOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, SECTION A, LINE 6: | THE ORGANIZATION PROVIDES SUPPORT, VIA GRANTS, TO OTHER NON-PROFIT ORGANIZATIONS. THIS IS IN FURTHERANCE OF ANCHORUM HEALTH FOUNDATION'S MISSION BY SUPPORTING COMMUNITY HEALTH AND WELLNESS. |
| PART I, LINE 12G, COL. (VI) | THE NON-MONETARY SUPPORT IS MADE UP OF $33,909,263 IN MARKETABLE SECURITIES, AND A PLEDGE OF $403,163,306 FROM ANCHORUM ST. VINCENT TO ANCHORUM HEALTH FOUNDATION. |
| PART IV, SECTION A, LINE 5A | ANCHORUM HEALTH FOUNDATION (EIN: 87-3194433) WAS ADDED AS THE SUPPORTED ORGANIZATION FOR ANCHORUM ST. VINCENT, AND CHRISTUS ST. VINCENT REGIONAL MEDICAL CENTER (EIN: 85-0106941) WAS REMOVED AS THE SUPPORTED ORGANIZATION FOR ANCHORUM ST. VINCENT. ANCHORUM ST. VINCENT WAS FORMED IN 2007 IN ANTICIPATION OF CHRISTUS HEALTH ACQUIRING A 50% CORPORATE MEMBERSHIP INTEREST IN ST. VINCENT HOSPITAL IN SANTA FE, NM. WHEN THE ACQUISITION WAS RATIFIED IN APRIL 2008, THE PROCEEDS FROM THE TRANSACTION CREATED THE INITIAL FUNDS FOR ANCHORUM, WHICH WERE TO BE USED TO SUPPORT THE ONGOING MISSION OF ST. VINCENT HOSPITAL AND IMPROVE COMMUNITY HEALTH AND WELL-BEING IN SANTA FE AND NORTHERN NEW MEXICO. THE REMAINING 50% CORPORATE MEMBERSHIP INTEREST IN ST. VINCENT HOSPITAL (RENAMED CHRISTUS ST. VINCENT REGIONAL MEDICAL CENTER) WAS RETAINED BY ANCHORUM ST. VINCENT. IN AUGUST 2023, ANCHORUM ST. VINCENT SIGNED A MEMBERSHIP REORGANIZATION AGREEMENT WITH CHRISTUS HEALTH, WHICH RESULTED IN THE TRANSFER OF ANCHORUM ST. VINCENT'S REMAINING MEMBERSHIP IN CHRISTUS ST. VINCENT REGIONAL MEDICAL CENTER. THIS REORGANIZATION ENDED THE SUPPORTING ORGANIZATION/SUPPORTED ORGANIZATION RELATIONSHIP BETWEEN ANCHORUM ST. VINCENT AND CHRISTUS ST. VINCENT REGIONAL MEDICAL CENTER. ANCHORUM ST. VINCENT THEN ESTABLISHED A SUPPORTING ORGANIZATION/SUPPORTED ORGANIZATION RELATIONSHIP WITH ANCHORUM HEALTH FOUNDATION TO CONTINUE THE MISSION TO IMPROVE COMMUNITY HEALTH AND WELL-BEING IN SANTA FE AND NORTHERN NEW MEXICO. THIS ACTION WAS ACCOMPLISHED BY AMENDING ANCHORUM ST. VINCENT'S BY-LAWS TO ADD ANCHORUM HEALTH FOUNDATION AS ITS SUPPORTED ORGANIZATION AND REMOVING CHRISTUS ST. VINCENT REGIONAL MEDICAL CENTER AS THE SUPPORTED ORGANIZATION. |
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 | $8,538,223 | DepreciationAmt |
| Book Value | $22,433,650 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,514,090 | OtherCostOrOtherBasisAmt |
| Depreciation | $420,375 | DepreciationAmt |
| Book Value | $1,093,715 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,943,216 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,076,634 | DepreciationAmt |
| Book Value | $3,866,582 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $36,003,183 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LIMITED PARTNERSHIPS AND OTHER ALTERNATIVE INVESTMENTS | Desc |
| Book Value | $29,465,957 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $29,465,957 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CONTINGENCY LIABILITY RESERVE | $12,500,000 |
| DUE TO RELATED ORGANIZATION | $56,426 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $12,556,426 | TotalLiabilityAmt |
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 | $8,906,687 |
| EUROPE - UNITED KINGDOM | 0 | 0 | INVESTMENTS | $314,841 |
| 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 | $9,221,528 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $9,221,528 | 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 ACCRUAL METHOD OF ACCOUNTING IS USED. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (41 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 SERVICE ORG'S IN NORTHERN NM | ||
| ANCHORUM HEALTH FOUNDATION | ||||||||||
| 309 READ STREET | SANTA FE | NM | 87501 | 873194433 | 501(C)(3) | $50,550,000 | $437,072,569 | SUPPORTING ORGANIZATION SUPPORT | FMV | MARKETABLE SECURITIES ($33,909,263); PLEDGE PAYABLE ($403,163,306) |
| CASA MILAGRO | ||||||||||
| 49 CAMINO BAJO | SANTA FE | NM | 87508 | 850443188 | 501(C)(3) | $45,540 | $0 | CHFA SOCIAL DETERMINANTS OF HEALTH | ||
| CHRISTUS ST VINCENT MEDICAL CENTER | ||||||||||
| 455 ST MICHAELS DIRVE | SANTA FE | NM | 87502 | 814637279 | 501(C)(3) | $45,540 | $0 | CHFA POOLED GRANT | ||
| COMING HOME CONNECTION | ||||||||||
| 418 CERRILLOS ROAD SUITE 27 | SANTA FE | NM | 87505 | 742853467 | 501(C)(3) | $75,000 | $0 | OLDER ADULT HEALTH | ||
| 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) | $45,540 | $0 | CHFA OPERATING SUPPORT FOR HOMELESS SERVICES | ||
| ESPANOLA PATHWAYS SHELTER | ||||||||||
| PO BOX 278 | ESPANOLA | NM | 87532 | 843477622 | 501(C)(3) | $45,540 | $0 | CHFA OPERATING SUPPORT FOR HOMELESS SERVICES | ||
| ESPERANZA SHELTER | ||||||||||
| 3130 RUFINA ST | SANTA FE | NM | 87507 | 850313174 | 501(C)(3) | $34,155 | $0 | CHFA WOMEN'S HEALTH | ||
| FAMILY YMCA ESPANOLA YMCA TEEN CENTER | ||||||||||
| 1450 IRIS ST | LOS ALAMOS | NM | 87544 | 850130054 | 501(C)(3) | $50,000 | $0 | EDUCATIONAL ATTAINMENT | ||
| FOUNDATION OF MONTE DEL SOL CHARTER SCHOOL | ||||||||||
| 4157 WALKING RAIN ROAD | SANTA FE | NM | 87507 | 850456767 | 501(C)(3) | $25,000 | $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 | ||
| GERARD'S HOUSE | ||||||||||
| PO BOX 28693 | SANTA FE | NM | 87592 | 742834283 | 501(C)(3) | $45,540 | $0 | CHFA SCHOOL AGE CHILDREN AND ADOLESCENTS | ||
| GROUNDWORKS NEW MEXICO | ||||||||||
| PO BOX 9280 | SANTA FE | NM | 87504 | 850437031 | 501(C)(3) | $100,000 | $0 | CAPACITY BUILDING FOR NM PHILANTHROPY AND IMPACT INVESTING | ||
| GROWING UP NEW MEXICO INC | ||||||||||
| 440 CERRILLOS ROAD | SANTA FE | NM | 87501 | 850163601 | 501(C)(3) | $221,079 | $0 | HEALTHCARE NAVIGATION SERVICES AND FAMILY COACHING. CHFA HEALTH | ||
| HOMEWISE INC | ||||||||||
| 1301 SILER RD BLDG D | SANTA FE | NM | 87507 | 850346325 | 501(C)(3) | $250,000 | $0 | CSV WORKFORCE HOUSING ASSISTANCE | ||
| INTERFAITH COMMUNITY SHELTER GROUP | ||||||||||
| PO BOX 22653 | SANTA FE | NM | 87502 | 271736366 | 501(C)(3) | $56,924 | $0 | CHFA OPERATING SUPPORT FOR HOMELESS SERVICES | ||
| KITCHEN ANGELS | ||||||||||
| 1222 SILER RD | SANTA FE | NM | 87507 | 850423492 | 501(C)(3) | $40,986 | $0 | CHFA SOCIAL DETERMINANTS OF HEALTH | ||
| LA FAMILIA MEDICAL CENTER | ||||||||||
| 1035 ALTO ST | SANTA FE | NM | 87501 | 850220875 | 501(C)(3) | $45,540 | $0 | MAT PROGRAM, DENTAL PROGRAM, CHFA HEALTH | ||
| LAS CUMBRES COMMUNITY SERVICES INC | ||||||||||
| 102 N CORONADO AVENUE | ESPANOLA | NM | 87532 | 237144268 | 501(C)(3) | $91,080 | $0 | CHFA QUE CUTE PROGRAM | ||
| LIFE CIRCLE | ||||||||||
| 1800A ESPINACITAS ST | SANTA FE | NM | 87505 | 453265446 | 501(C)(3) | $50,000 | $0 | ADULT DAY CARE CAPACITY BUILDING | ||
| LOS ALAMOS NATIONAL LABORATORY FOUNDATION | ||||||||||
| 1112 PLAZA DEL NORTE | ESPANOLA | NM | 87532 | 742853972 | 501(C)(3) | $190,000 | $0 | HEALTHCARE SCHOLARSHIPS; PUEBLOS HOME VISITING; MEDICAL CAREER PATHWAYS | ||
| MCCURDY SCHOOL OF NORTHERN NM | ||||||||||
| 362A S MCCURDY RD | ESPANOLA | NM | 87532 | 850127907 | 501(C)(3) | $50,000 | $0 | EDUCATIONAL ATTAINMENT | ||
| MEMORY CARE ALLIANCE | ||||||||||
| 8 CALLE MEDICO | SANTA FE | NM | 87505 | 883566227 | 501(C)(3) | $50,000 | $0 | SENIOR HEALTH CAPACITY BUILDING | ||
| MESA TO MESA | ||||||||||
| 735 VIETNAM VETERANS ROAD | SANTA FE | NM | 87507 | 472594591 | 501(C)(3) | $20,000 | $0 | TRANSITIONAL GRANT | ||
| MOVING ARTS ESPANOLA INC | ||||||||||
| PO BOX 505 | VELARDE | NM | 87582 | 452459893 | 501(C)(3) | $50,000 | $0 | CAPITAL CAMPAIGN AND CAPACITY BUILDING | ||
| PARTNERS IN EDUCATION FOUNDATION FOR THE SANTA FE PUBLIC SCHOOLS | ||||||||||
| PO BOX 23374 | SANTA FE | NM | 87502 | 850392417 | 501(C)(3) | $150,000 | $0 | STRATEGIC COMMUNICATION AND PUBLIC INFO FOR THE SFPS REIMAGINING INITIATIVE | ||
| READING QUEST TUTORING | ||||||||||
| 991 CAMINO CONSUELO | SANTA FE | NM | 87507 | 473350742 | 501(C)(3) | $35,000 | $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 | 87504 | 850303044 | 501(C)(3) | $350,000 | $0 | FEDERAL GRANT SUPPORT; SF DATA PLATFORM, NMIIC, PHILANTROPY HUB, MIHO | ||
| SANTA FE INDIAN SCHOOL | ||||||||||
| PO BOX 5340 | SANTA FE | NM | 87502 | 850346497 | 501(C)(3) | $50,000 | $0 | HEALTH CARREERS PATHWAYS | ||
| SANTA FE PARTNERS IN EDUCATION | ||||||||||
| 1300 CAMINO SIERRA VISTA | SANTA FE | NM | 87505 | 850392147 | 501(C)(3) | $34,155 | $0 | CHFA SANTA FE PUBLIC SCHOOLS ADELANTE PROGRAM (CHILD HOMELESSNESS) | ||
| SANTA FE RECOVERY CENTER INC | ||||||||||
| 5312 JAGUAR DRIVE | SANTA FE | NM | 87507 | 850216976 | 501(C)(3) | $356,347 | $0 | CHFA MEDICAL DETOX SERVICES, PLUS CAPACITY BUILDING | ||
| SKY CENTER | ||||||||||
| PO BOX 6004 | SANTA FE | NM | 87502 | 850427990 | 501(C)(3) | $125,234 | $0 | CHFA SCHOOL AGE CHILDREN AND ADOLESCENTS | ||
| SOLACE CRISIS TREATMENT CENTER | ||||||||||
| 6601 VALENTINE WAY | SANTA FE | NM | 87507 | 850242274 | 501(C)(3) | $66,032 | $0 | CHFA ADULT BEHAVIORAL HEALTH | ||
| ST ELIZABETH'S SHELTER & SUPPORTIVE SERVICES | ||||||||||
| 804 ALARID ST | SANTA FE | NM | 87505 | 850347650 | 501(C)(3) | $91,073 | $0 | CHFA OPERATING SUPPORT FOR HOMELESS SERVICES | ||
| STEM SANTA FE | ||||||||||
| PO BOX 33103 | SANTA FE | NM | 87594 | 822358193 | 501(C)(3) | $25,000 | $0 | EDUCATIONAL ATTAINMENT | ||
| THE MOUNTAIN CENTER | ||||||||||
| PO BOX 449 | TESUQUE | NM | 87574 | 850272388 | 501(C)(3) | $34,155 | $0 | CHFA SOCIAL DETERMINANTS OF HEALTH | ||
| THINK NEW MEXICO | ||||||||||
| 1227 PASEO DE PERALTA | SANTA FE | NM | 87501 | 311611995 | 501(C)(3) | $150,000 | $0 | SENIOR HEALTH & WELLNESS POLICY | ||
| UNITED WORLD COLLEGE OF THE AMERICAN WEST | ||||||||||
| PO BOX 248 | MONTEZUMA | NM | 87731 | 850297355 | 501(C)(3) | $25,000 | $0 | EDUCATIONAL ATTAINMENT | ||
| YOUTH SHELTERS & FAMILY SERVICES | ||||||||||
| PO BOX 28279 | SANTA FE | NM | 87592 | 850324625 | 501(C)(3) | $45,540 | $0 | CHFA SOCIAL DETERMINANTS OF HEALTH | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 41 | 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 GRANT AWARD DECISIONS 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 AWARDS 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 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JERRY JONES CPA | ||||||||||||||
| PRESIDENT AND CEO | $288,704 | $130,693 | $25,000 | $0 | $0 | $0 | $13,375 | $26,125 | $29,486 | $9,703 | $356,565 | $166,521 | $0 | $0 |
| JENNIFER CRYSLER CORP TREAS CPA | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $134,347 | $75,272 | $15,000 | $50,000 | $0 | $0 | $7,521 | $22,414 | $9,580 | $3,167 | $166,448 | $150,853 | $0 | $0 |
| LISA ESTRADA | ||||||||||||||
| EXECUTIVE ASSISTANT (THRU 10/13/23) | $85,423 | $0 | $0 | $0 | $88,067 | $0 | $3,750 | $0 | $18,729 | $0 | $195,969 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 4A | LISA ESTRADA RECEIVED A SEVERANCE PAYMENT OF $88,067. |
| 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 N IRS990ScheduleN
Disposition Of Assets Detail DispositionOfAssetsDetail (2 entries)
| Assets Distri Or Expnss PaidAssetsDistriOrExpnssPaidDesc | DistributionDistributionDt | Fair Market Value Of AssetFairMarketValueOfAssetAmt | Method Of FMV DeterminationMethodOfFMVDeterminationTxt | EINEIN | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | IRC SectionIRCSectionTxt |
|---|---|---|---|---|---|---|---|---|---|
| ANCHORUM HEALTH FOUNDTION | |||||||||
| CASH | 2024-06-30 | $50,550,000 | FMV | 873194433 | 309 READ STREET | SANTA FE | NM | 87501 | 501(C)(3) |
| ANCHORUM HEALTH FOUNDTION | |||||||||
| MARKETABLE INVESTMENTS | 2024-06-30 | $33,909,263 | FMV | 873194433 | 309 READ STREET | SANTA FE | NM | 87501 | 501(C)(3) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Director Of Successor2 | Yes (1) | DirectorOfSuccessor2Ind |
| Employee Of Successor2 | Yes (1) | EmployeeOfSuccessor2Ind |
| Owner Of Successor2 | 0 | OwnerOfSuccessor2Ind |
| Receive Compensation2 | 0 | ReceiveCompensation2Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART II, LINE 2E: | PERSON(S) INVOLVED: JERRY JONES, JENNIFER CRYSLER, SAYURA YAMADA, AND WENDY TREVISANI |
| PART II, LINE 2E: | EXPLANATION OF INVOLVEMENT: JERRY JONES IS AN OFFICER, DIRECTOR, AND EMPLOYEE OF ANCHORUM HEALTH FOUNDATION. JENNIFER CRYSLER IS AN OFFICER AND EMPLOYEE OF ANCHORUM HEALTH FOUNDATION. SAYURA YAMADA AND WENDY TREVISANI ARE OFFICERS AND DIRECTORS OF ANCHORUM HEALTH FOUNDATION. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 2 | ANCHORUM ST. VINCENT CHANGED ITS BYLAWS TO BECOME THE SUPPORTING ORGANIZATION TO ITS PARENT ORGANIZATION, ANCHORUM HEALTH FOUNDATION, WHICH HAS A MISSION TO IMPROVE THE CONDITIONS THAT HAVE THE GREATEST INFLUENCE ON THE HEALTH OF COMMUNITIES AND PEOPLE IN THE NORTHERN NEW MEXICO REGION. |
| FORM 990, PART III, LINE 3 | THE ORGANIZATION TRANSITIONED ITS GRANTMAKING PROGRAM TO ITS PARENT ORGANIZATION, ANCHORUM HEALTH FOUNDATION, DURING 2024. |
| FORM 990, PART VI, SECTION A, LINE 4 | THE ORGANIZATION CHANGED ITS BYLAWS BY REPLACING CHRISTUS ST. VINCENT REGIONAL MEDICAL CENTER WITH ANCHORUM HEALTH FOUNDATION AS THE DESIGNATED SUPPORTED ORGANIZATION. ALSO, THE BOARD OF DIRECTORS OF ANCHORUM ST. VINCENT IS NOW APPOINTED BY ANCHORUM HEALTH FOUNDATION. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE BYLAWS WERE UPDATED IN AUGUST 2023 TO REFLECT THAT THE BOARD OF DIRECTORS OF ANCHORUM HEALTH FOUNDATION SHALL APPOINT THE BOARD MEMBERS FOR ANCHORUM ST. VINCENT. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE FOLLOWING ITEMS REQUIRE THE WRITTEN APPROVAL FROM ANCHORUM HEALTH FOUNDATION: (A) AMEND, REVISE OR RESTATE THE ARTICLES OF INCORPORATION OR THE BYLAWS OF THE CORPORATION; (B) ADOPT OR CHANGE THE MISSION, PURPOSES, PHILOSOPHY OR OBJECTIVES OF THE CORPORATION; (C) DESIGNATE THE NUMBER OF THE DIRECTORS OF THE CORPORATION; (D) APPOINT AND REMOVE THE BOARD OF DIRECTORS AND ANY ONE OR OF THE DIRECTORS OF THE CORPORATION; (E) APPOINT AND REMOVE THE CHAIR OF THE BOARD OF DIRECTORS OR MAKE ANY MODIFICATIONS TO THE DUTIES AND OBLIGATIONS OF THE CHAIR OF THE BOARD OF DIRECTORS; (F) AMEND, REVISE OR RESTATE THAT CERTAIN PLEDGE AGREEMENT ENTERED INTO AS OF AUGUST 31, 2023, BETWEEN THE CORPORATION AND THE SUPPORTED ORGANIZATION; (G) APPROVE THE PURCHASE, SALE, ALIENATION, EXCHANGE, LEASE OR ENCUMBRANCE OF ANY REAL PROPERTY OF THE CORPORATION, WHICH PROPERTY HAS VALUE IN EXCESS OF LIMITS SET FROM TIME TO TIME BY THE SUPPORTED ORGANIZATION; (H) APPROVE DEBT INCURRED BY THE CORPORATION IN AN AMOUNT IN EXCESS OF LIMITS SET FROM TIME TO TIME BY THE SUPPORTED ORGANIZATION; (I) APPROVE THE ANNUAL CAPITAL AND OPERATING BUDGETS FOR THE CORPORATION; (J) APPROVE THE STRATEGIC PLAN AND ANNUAL GOALS OF THE CORPORATION; (K) APPROVE THE MERGER, DISSOLUTION, CONSOLIDATION OR REORGANIZATION OF THE CORPORATION; (L) APPROVE THE SALE OR OTHER DISPOSITION OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF THE CORPORATION UPON DISSOLUTION OR OTHERWISE; (M) APPROVE ANY JOINT VENTURE OR OTHER AFFILIATION INVOLVING THE CORPORATION; (N) APPOINT OR REMOVE THE PRESIDENT AND EXECUTIVE DIRECTOR OF THE CORPORATION OR MAKE ANY MODIFICATIONS TO THE DUTIES AND OBLIGATIONS OF THE PRESIDENT AND EXECUTIVE DIRECTOR OF THE CORPORATION; (O) APPROVE THE FINANCIAL POLICIES AND PROCEDURES OF THE CORPORATION AND APPROVE ANY DEVIATIONS FROM SUCH POLICIES AND PROCEDURES BY THE CORPORATION; AND (P) ADOPT POLICIES TO IMPLEMENT THE RESERVED POWERS OF THE SUPPORTED ORGANIZATION. |
| 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 FULLY DISCLOSE ANY POTENTIAL CONFLICT OF INTEREST AS DEFINED IN THE APPROVED CONFLICT OF INTEREST POLICY. ANY PERSON WITH A POTENTIAL CONFLICT OF INTEREST DOES NOT PARTICIPATE IN ANY DELIBERATION OR VOTE ON ANY MATTER WHICH GIVES RISE TO AN ACTUAL OR PERCEIVED CONFLICT. |
| 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. |
| FORM 990, PART XI, LINE 9: | REVERSAL OF GRANT EXPENSE 425,000. |
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 | $2,396,426 | $9,862,114 | ANCHORUM ST VINCENT |
| RODEO PARK MOB LLC | |||||||||
| 2969 RODEO PARK DR E | SANTA FE | NM | 87505 | 384066581 | MEDICAL OFFICE BUILDING | NM | $2,342,737 | $9,477,985 | ANCHORUM ST VINCENT |
| 1672 HD LLC | |||||||||
| 1672 HOSPITAL DRIVE | SANTA FE | NM | 87505 | 843342845 | ADMINISTRATIVE OFFICE BUILDING | NM | $201,747 | $1,410,105 | ANCHORUM ST VINCENT |
| 1676 HD LLC | |||||||||
| 1676 HOSPITAL DRIVE | SANTA FE | NM | 87505 | 843320204 | ADMINISTRATIVE OFFICE BUILDING | NM | $199,085 | $1,240,148 | ANCHORUM ST VINCENT |
| PLAZA ENTRADA HOLDINGS LLC | |||||||||
| 490 A B ZIA ROAD | SANTA FE | NM | 87505 | 352460686 | MEDICAL OFFICE BUILDING | NM | $2,231,000 | $9,647,409 | ANCHORUM ST VINCENT |
| LLI PROPERTIES LLC | |||||||||
| 309 READ STREET | SANTA FE | NM | 87501 | 881149529 | PARTICIPANT IN LLLP - AFFORDABLE HOUSING | NM | $0 | $1,000 | ANCHORUM ST VINCENT |
| ANCHORUM LLPSPE LLC | |||||||||
| 309 READ STREET | SANTA FE | NM | 87501 | 882674986 | PARTICIPANT IN LLC - AFFORDABLE HOUSING | NM | $0 | $0 | ANCHORUM ST VINCENT |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANCHORUM HEALTH FOUNDATION | 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 | 873194433 | EIN |
| Primary Activities | HEALTHCARE FOCUSED GRANTMAKING FOUNDATION | PrimaryActivitiesTxt |
| Legal Domicile State | NM | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 7 | PublicCharityStatusTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BELLA LUZ APARTMENTS 2022 LLLP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2405 CERRILLOS ROAD | AddressLine1Txt |
| City | SANTA FE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87505 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 881145222 | EIN |
| Primary Activities | AFFORDABLE HOUSING | PrimaryActivitiesTxt |
| Legal Domicile State | NM | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Predominant Income Type | RELATED | PredominantIncomeTypeTxt |
| Share Of Total Income | $1,428,908 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $3,326,526 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | 0 | DisproportionateAllocationsInd |
| General Or Managing Partner | 0 | GeneralOrManagingPartnerInd |
| Ownership | 0.99990 | OwnershipPct |
| 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 | 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 | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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