2025-05-12T12:01:05-05:00 2024-06-30 910189318 MOSS ADAMS LLP 6565 AMERICAS PARKWAY NE STE 600 ALBUQUERQUE NM 87110 990 2023-07-01 261592592 ANCHORUM ST VINCENT ANCH 5059893336 309 READ STREET SANTA FE NM 87501 JENNIFER CRYSLER CHIEF FINANCIAL OFFICER 5057183050 2025-05-02 1 1 STEVEN TALBOT P01695427 5058787200 2025-05-02 2023 2025-03-06 01:10:19Z X JERRY JONES 309 READ STREET SANTA FE NM 87501 385840545 0 X WWW.ANCHORUM.ORG X 2007 NM 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. X 5 4 10 4 0 0 249 0 6377986 365224453 3558181 5156574 0 0 9936416 370381027 4797500 491202569 0 0 1460256 966313 0 0 0 6613783 6165069 12871539 498333951 -2935123 -127952924 143652615 426182307 22588559 435203833 121064056 -9021526 X 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. 1 1 3810086 3580000 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. 4401705 7513863 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. 487622569 487622569 357710590 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. 957893 5156574 ADMINISTRATIVE FUNCTIONS, INVESTMENT MANAGEMENT, AND OTHER ORGANIZATIONAL SUPPORT. 957893 5156574 496792253 1 0 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 1 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 1 31 0 1 10 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 5 4 0 0 1 0 0 1 1 1 1 0 0 1 1 1 1 1 1 1 0 1 1 NM X X JENNIFER CRYSLER CHIEF FINANCIAL O 5059893336 309 READ STREET SANTA FE NM 87501 CHARLES GOODMAN CHAIR (THRU 8/31/2023) 5.00 X X 0 0 0 DAYA SINGH KHALSA CHAIR 5.00 X X 0 0 0 JERRY JONES CPA PRESIDENT AND CEO 10.00 30.00 X X 313704 130693 78689 MARK PUCZYNSKI MD DIRECTOR 5.00 X 0 0 0 SAYURI YAMADA DIRECTOR 5.00 2.00 X 0 0 0 WENDY TREVISANI DIRECTOR 5.00 2.00 X 0 0 0 JENNIFER CRYSLER CORP TREAS CPA CHIEF FINANCIAL OFFICER 10.00 30.00 X 149347 125272 42682 LISA ESTRADA EXECUTIVE ASSISTANT (THRU 10/13/23) 38.00 2.00 X 173490 0 22479 636541 255965 143850 3 0 1 0 MCDERMOTT WILL & EMERY LLP PO BOX 1675 CAROL STREAM IL 601321675 LEGAL SERVICES 608709 COLLIERS INTERNATIONAL 5051 JOURNAL CENTER BLVD NE SUITE ALBUQUERQUE NM 87109 PROPERTY MANAGEMENT 425519 CCS NEW MEXICO JANITORIAL INC 4801 HARDWARE DR NE ALBUQUERQUE NM 87109 JANITORIAL SERVICES 375820 MEKETA INVESTMENT GROUP 5796 ARMADA DRIVE SUITE 110 CARLSBAD CA 92008 INVESTMENT MANAGEMENT 134188 MELIO HOLDINGS 4615 WALKER ROAD COLORADO SPRINGS CO 80908 STRATEGIC CONSULTING 100012 5 MEMBERSHIP REORGANIZAT 900099 357710590 357710590 RODEO PARK 531390 2237028 2237028 COMMON AREA MAINTENANC 531390 1989349 1989349 PHYSICIANS PLAZA MEDIC 531190 1518941 1518941 PLAZA ENTRADA 531190 1290019 1290019 478526 478526 365224453 1826836 1826836 18789256 15459518 3329738 3329738 3329738 370381027 370381027 0 0 491202569 491202569 224024 129121 94903 596603 346030 250573 24327 14110 10217 58411 33878 24533 62948 37139 25809 149998 149998 237604 237604 92286 92286 273584 273584 636767 551715 85052 104604 95000 9604 25668 25668 43424 25620 17804 1914913 1793552 121361 44402 44402 3294 3294 717815 717815 1791539 1678854 112685 37041 37041 DUES AND SUBSCRIPTIONS 24371 24371 ERD EXPENSES 16852 16852 50907 50907 498333951 496792253 1541698 0 688895 3816168 912455 846710 1029734 1056922 11904736 328565154 89108 11705 50038415 14035232 36879682 36003183 42917489 25541686 48783590 29465957 3303 2663 443623 872159 143652615 426182307 935984 677906 403163306 3876499 2558014 17757418 16248181 18658 12556426 22588559 435203833 X 121064056 -9021526 121064056 -9021526 143652615 426182307 X -127952924 -2557658 425000 X 0 1 X 1 0 X X 1 ANCHORUM HEALTH FOUNDATION 873194433 7 1 50550000 437072569 1 50550000 437072569 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 1 0 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. 8609236 8609236 30971873 8538223 22433650 1514090 420375 1093715 8943216 5076634 3866582 36003183 LIMITED PARTNERSHIPS AND OTHER ALTERNATIVE INVESTMENTS 29465957 F 29465957 CONTINGENCY LIABILITY RESERVE 12500000 DUE TO RELATED ORGANIZATION 56426 12556426 CENTRAL AMERICA AND THE CARIBBEAN - 0 0 INVESTMENTS 8906687 EUROPE - UNITED KINGDOM 0 0 INVESTMENTS 314841 0 0 0 0 0 0 9221528 0 9221528 1 0 1 0 1 0 PART I, LINE 3 THE ACCRUAL METHOD OF ACCOUNTING IS USED. 1 501(C)PA 3900 OSUNA ROAD NE STE 260 ALBUQUERQUE NM 87109 452848527 501(C)(3) 100000 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) 50550000 437072569 FMV MARKETABLE SECURITIES ($33,909,263); PLEDGE PAYABLE ($403,163,306) SUPPORTING ORGANIZATION SUPPORT CASA MILAGRO 49 CAMINO BAJO SANTA FE NM 87508 850443188 501(C)(3) 45540 0 CHFA SOCIAL DETERMINANTS OF HEALTH CHRISTUS ST VINCENT MEDICAL CENTER 455 ST MICHAELS DIRVE SANTA FE NM 87502 814637279 501(C)(3) 45540 0 CHFA POOLED GRANT COMING HOME CONNECTION 418 CERRILLOS ROAD SUITE 27 SANTA FE NM 87505 742853467 501(C)(3) 75000 0 OLDER ADULT HEALTH COMMUNITIES IN SCHOOLS OF NM PO BOX 367 SANTA FE NM 87504 850481104 501(C)(3) 215000 0 EDUCATIONAL ATTAINMENT DREAMTREE PROJECT INC PO BOX 1677 TAOS NM 87571 850462470 501(C)(3) 45540 0 CHFA OPERATING SUPPORT FOR HOMELESS SERVICES ESPANOLA PATHWAYS SHELTER PO BOX 278 ESPANOLA NM 87532 843477622 501(C)(3) 45540 0 CHFA OPERATING SUPPORT FOR HOMELESS SERVICES ESPERANZA SHELTER 3130 RUFINA ST SANTA FE NM 87507 850313174 501(C)(3) 34155 0 CHFA WOMEN'S HEALTH FAMILY YMCA ESPANOLA YMCA TEEN CENTER 1450 IRIS ST LOS ALAMOS NM 87544 850130054 501(C)(3) 50000 0 EDUCATIONAL ATTAINMENT FOUNDATION OF MONTE DEL SOL CHARTER SCHOOL 4157 WALKING RAIN ROAD SANTA FE NM 87507 850456767 501(C)(3) 25000 0 CASA PROGRAM, SUSTAINABLE COLLEGE AND CAREER READINESS FUTURE FOCUSED EDUCATION 200 BROADWAY NE ALBUQUERQUE NM 87102 473717716 501(C)(3) 50000 0 EDUCATIONAL ATTAINMENT GERARD'S HOUSE PO BOX 28693 SANTA FE NM 87592 742834283 501(C)(3) 45540 0 CHFA SCHOOL AGE CHILDREN AND ADOLESCENTS GROUNDWORKS NEW MEXICO PO BOX 9280 SANTA FE NM 87504 850437031 501(C)(3) 100000 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) 221079 0 HEALTHCARE NAVIGATION SERVICES AND FAMILY COACHING. CHFA HEALTH HOMEWISE INC 1301 SILER RD BLDG D SANTA FE NM 87507 850346325 501(C)(3) 250000 0 CSV WORKFORCE HOUSING ASSISTANCE INTERFAITH COMMUNITY SHELTER GROUP PO BOX 22653 SANTA FE NM 87502 271736366 501(C)(3) 56924 0 CHFA OPERATING SUPPORT FOR HOMELESS SERVICES KITCHEN ANGELS 1222 SILER RD SANTA FE NM 87507 850423492 501(C)(3) 40986 0 CHFA SOCIAL DETERMINANTS OF HEALTH LA FAMILIA MEDICAL CENTER 1035 ALTO ST SANTA FE NM 87501 850220875 501(C)(3) 45540 0 MAT PROGRAM, DENTAL PROGRAM, CHFA HEALTH LAS CUMBRES COMMUNITY SERVICES INC 102 N CORONADO AVENUE ESPANOLA NM 87532 237144268 501(C)(3) 91080 0 CHFA QUE CUTE PROGRAM LIFE CIRCLE 1800A ESPINACITAS ST SANTA FE NM 87505 453265446 501(C)(3) 50000 0 ADULT DAY CARE CAPACITY BUILDING LOS ALAMOS NATIONAL LABORATORY FOUNDATION 1112 PLAZA DEL NORTE ESPANOLA NM 87532 742853972 501(C)(3) 190000 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) 50000 0 EDUCATIONAL ATTAINMENT MEMORY CARE ALLIANCE 8 CALLE MEDICO SANTA FE NM 87505 883566227 501(C)(3) 50000 0 SENIOR HEALTH CAPACITY BUILDING MESA TO MESA 735 VIETNAM VETERANS ROAD SANTA FE NM 87507 472594591 501(C)(3) 20000 0 TRANSITIONAL GRANT MOVING ARTS ESPANOLA INC PO BOX 505 VELARDE NM 87582 452459893 501(C)(3) 50000 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) 150000 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) 35000 0 EDUCATIONAL ATTAINMENT SANTA FE COMMUNITY COLLEGE FOUNDATION 6401 RICHARDS AVENUE SANTA FE NM 87505 201594570 501(C)(3) 50000 0 LPN NURSING PROGRAM SANTA FE COMMUNITY FOUNDATION PO BOX 1827 SANTA FE NM 87504 850303044 501(C)(3) 350000 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) 50000 0 HEALTH CARREERS PATHWAYS SANTA FE PARTNERS IN EDUCATION 1300 CAMINO SIERRA VISTA SANTA FE NM 87505 850392147 501(C)(3) 34155 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) 356347 0 CHFA MEDICAL DETOX SERVICES, PLUS CAPACITY BUILDING SKY CENTER PO BOX 6004 SANTA FE NM 87502 850427990 501(C)(3) 125234 0 CHFA SCHOOL AGE CHILDREN AND ADOLESCENTS SOLACE CRISIS TREATMENT CENTER 6601 VALENTINE WAY SANTA FE NM 87507 850242274 501(C)(3) 66032 0 CHFA ADULT BEHAVIORAL HEALTH ST ELIZABETH'S SHELTER & SUPPORTIVE SERVICES 804 ALARID ST SANTA FE NM 87505 850347650 501(C)(3) 91073 0 CHFA OPERATING SUPPORT FOR HOMELESS SERVICES STEM SANTA FE PO BOX 33103 SANTA FE NM 87594 822358193 501(C)(3) 25000 0 EDUCATIONAL ATTAINMENT THE MOUNTAIN CENTER PO BOX 449 TESUQUE NM 87574 850272388 501(C)(3) 34155 0 CHFA SOCIAL DETERMINANTS OF HEALTH THINK NEW MEXICO 1227 PASEO DE PERALTA SANTA FE NM 87501 311611995 501(C)(3) 150000 0 SENIOR HEALTH & WELLNESS POLICY UNITED WORLD COLLEGE OF THE AMERICAN WEST PO BOX 248 MONTEZUMA NM 87731 850297355 501(C)(3) 25000 0 EDUCATIONAL ATTAINMENT YOUTH SHELTERS & FAMILY SERVICES PO BOX 28279 SANTA FE NM 87592 850324625 501(C)(3) 45540 0 CHFA SOCIAL DETERMINANTS OF HEALTH 41 0 PART I, LINE 2: 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. X X 1 0 0 0 0 0 0 1 0 JERRY JONES CPA PRESIDENT AND CEO 288704 130693 25000 0 0 0 13375 26125 29486 9703 356565 166521 0 0 JENNIFER CRYSLER CORP TREAS CPA CHIEF FINANCIAL OFFICER 134347 75272 15000 50000 0 0 7521 22414 9580 3167 166448 150853 0 0 LISA ESTRADA EXECUTIVE ASSISTANT (THRU 10/13/23) 85423 0 0 0 88067 0 3750 0 18729 0 195969 0 0 0 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. CASH 2024-06-30 50550000 FMV 873194433 ANCHORUM HEALTH FOUNDTION 309 READ STREET SANTA FE NM 87501 501(C)(3) MARKETABLE INVESTMENTS 2024-06-30 33909263 FMV 873194433 ANCHORUM HEALTH FOUNDTION 309 READ STREET SANTA FE NM 87501 501(C)(3) 1 1 0 0 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. 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. 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