CON ALMA HEALTH FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- CON ALMA HEALTH FOUNDATION (EIN 85-0484396)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-12
- IRS object ID
- 202443179349101844
- Schema version
- 2023v5.1
- 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-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-12T14:16:09-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 721396621 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARR RIGGS & INGRAM LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 807 CAMINO DE MONTE REY | AddressLine1Txt |
| City | SANTA FE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87505 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 850484396 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CON ALMA HEALTH FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CONA | BusinessNameControlTxt |
| Phone | 5054380776 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 144 PARK AVENUE | AddressLine1Txt |
| City | SANTA FE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 875011833 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LINDA CANDELARIA | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 5054380776 | PhoneNum |
| Signature | 2024-11-04 | 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 | RHONDA G WILLIAMS | PreparerPersonNm |
| PTIN | P00527004 | PTIN |
| Phone | 5059833387 | PhoneNum |
| Preparation | 2024-11-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $32,700,682 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $36,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $144,946 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $144,946 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,069,026 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,069,026 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $492,630 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,520,759 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $492,630 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,742,602 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,706,602 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $158,756 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $15,876 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $79,379 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $244,662 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $10,551 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $142,203 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $90,981 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $4,531 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $54,589 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $325 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $163 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $53,554 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $17,673 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $301,983 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $247,875 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $22,494 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $23,890 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $30,568 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $12,446 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $13,463 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $135 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $7,911 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $142,437 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $41,366 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $63,200 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,083,113 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $90,295 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $607,603 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,005,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,445,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,088,413 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $90,295 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,053,103 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,345,811 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,616,307 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $147,806 | CashBOYAmt |
| Cash EOY | $65,360 | CashEOYAmt |
| Cash EOYFMV | $65,360 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $4,457,288 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,002,841 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,002,841 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $18,397 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $8,268 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $8,268 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $992,928 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,028,119 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,028,119 | USGovtObligationsEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,493,772 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,493,772 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $24,981,663 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $26,530,490 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $26,530,490 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,083,035 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $512,870 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $594,055 | LandBOYAmt |
| Land EOY | $570,165 | LandEOYAmt |
| Land EOYFMV | $570,165 | LandEOYFMVAmt |
| Other Assets BOY | $5,603 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,667 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,667 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $31,197,740 | TotalAssetsBOYAmt |
| Total Assets EOY | $32,700,682 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $32,700,682 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $32,947 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $87,753 | AccountsPayableEOYAmt |
| Grants Payable BOY | $10,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $580,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $45,162 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $61,411 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $88,109 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $729,164 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $5,509,204 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,687,828 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $25,600,427 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $29,283,690 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $31,109,631 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $31,971,518 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $31,197,740 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $32,700,682 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $31,109,631 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,345,811 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,207,698 | OtherIncreasesAmt |
| Subtotal | $31,971,518 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $31,971,518 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $3,520,759 | GrossSalesPriceAmt |
| Cost Or Other Basis | $3,028,129 | CostOrOtherBasisAmt |
| Gain Or Loss | $492,630 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $492,630 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $492,630 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $22,467 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $22,467 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $22,467 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $14,240 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $16,628 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $30,868 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $27 | EsPenaltyAmt |
| Overpayment | $8,374 | OverpaymentAmt |
| Applied To ES Tax | $8,374 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NM | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.CONALMA.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5054380776 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 144 PARK AVENUE | AddressLine1Txt |
| City | SANTA FE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 875011833 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (15 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DENISE HERRERA | ||||||||
| 144 PARK AVE | SANTA FE | NM | 87501 | EXECUTIVE DIRECTOR | 40.00 | $156,826 | $14,263 | $0 |
| NATHAN PADILLA | ||||||||
| 144 PARK AVE | SANTA FE | NM | 87501 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| ROBERT APODACA | ||||||||
| 144 PARK AVE | SANTA FE | NM | 87501 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| ROBIN BRULE | ||||||||
| 144 PARK AVE | SANTA FE | NM | 87501 | SECRETARY | 1.00 | $0 | $0 | $0 |
| BARRY HERSKOWITZ | ||||||||
| 144 PARK AVE | SANTA FE | NM | 87501 | TREASURER | 1.00 | $0 | $0 | $0 |
| LINDA DODD | ||||||||
| 144 PARK AVE | SANTA FE | NM | 87501 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| RAINEY ENJADY | ||||||||
| 144 PARK AVE | SANTA FE | NM | 87501 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| LORI MARTINEZ | ||||||||
| 144 PARK AVE | SANTA FE | NM | 87501 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| CHRIS CHAVEZ | ||||||||
| 144 PARK AVE | SANTA FE | NM | 87501 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| LORRINA SEGOVIA | ||||||||
| 144 PARK AVE | SANTA FE | NM | 87501 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| TERRI TEWART | ||||||||
| 144 PARK AVE | SANTA FE | NE | 87501 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JIM COATES | ||||||||
| 144 PARK AVE | SANTA FE | NM | 87501 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| OPHELIA HUDSON | ||||||||
| 144 PARK AVE | SANTA FE | NM | 87501 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| SUSIE TRUJILLO | ||||||||
| 144 PARK AVE | SANTA FE | NM | 87501 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JOHANNAH YAZZIE | ||||||||
| 144 PARK AVE | SANTA FE | NM | 87501 | TRUSTEE | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| AMY DONAFRIO | ||||||||
| 144 PARK AVE | SANTA FE | NM | 87501 | ASSOCIATE DIRECTOR | 40.00 | $122,288 | $21,745 | $0 |
| DIONYSIOS MCCUTCHEON | ||||||||
| 144 PARK AVE | SANTA FE | NM | 87501 | STAFF | 40.00 | $66,605 | $17,288 | $0 |
| CECILE LABORE | ||||||||
| 144 PARK AVE | SANTA FE | NM | 87501 | STAFF | 20.00 | $44,088 | $7,500 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALIGN POINT VENTURES | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2726 BISSONET ST STE 240-438 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | BOARD GOVERNANCE SUPPORT AND FUNDRAISING | ServiceTypeTxt |
| Compensation | $125,750 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $25,401,185 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,140,770 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $630,618 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $27,172,573 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $27,172,573 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $407,589 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $26,764,984 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,338,249 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,338,249 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $22,467 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $22,467 | TotalTaxAmt |
| Distributable Before Adj | $1,315,782 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,315,782 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,315,782 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,053,103 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,053,103 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,315,782 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $941,526 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $941,526 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,053,103 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,315,782 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $737,321 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,678,847 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,678,847 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $941,526 | ExcessFromYear1Amt |
| Excess From Current Year | $737,321 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CON ALMA HEALTH FOUNDATION-GRANT MA | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 114 PARK AVE | AddressLine1Txt |
| City | SANTA FE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5054380776 | RecipientPhoneNum |
| Form And Info And Materials | GRANT INFORMATION MAY BE OBTAINED AT WWW.CONALMA.ORG. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE WEBSITE FOR GRANT SCHEDULE. | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ARE AWARDED TO QUALIFIED 501(C)(3) ORGANIZATIONS SERVING THE HEALTH NEEDS OF THOSE LIVING IN NEW MEXICO. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (54 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| 100 OTERO | ||||||||
| 2400 NORTH SCENIC DRIVE PROTECH | BUILDING ROOM 130 | ALAMOGORDO | NM | 88310 | NONE | 501(C)(3) | HEALTHCARE | $26,000 |
| ASSET FUNDERS NETWORK | ||||||||
| 2045 W GRAND AVE STE B 50387 | CHICAGO | IL | 606121577 | NONE | 501(C)(3) | HEALTHCARE | $5,000 | |
| AVENUES EARLY CHILDHOOD SERVICES INCORPORATED | ||||||||
| PO BOX 4625 | GALLUP | NM | 87305 | NONE | 501(C)(3) | HEALTHCARE | $25,000 | |
| CANCER FOUNDATION FOR NEW MEXICO | ||||||||
| PO BOX 5038 | SANTA FE | NM | 87502 | NONE | 501(C)(3) | HEALTHCARE | $15,000 | |
| CENTER FOR SOUTHWEST CULTURE | ||||||||
| 505 MARQUETTE AVE NW STE 1610 | ALBUQUERQUE | NM | 87102 | NONE | 501(C)(3) | HEALTHCARE | $25,000 | |
| CENTRO SAVILA | ||||||||
| PO BOX 12455 | ALBUQUERQUE | NM | 87195 | NONE | 501(C)(3) | HEALTHCARE | $25,000 | |
| DEAF CULTURE CENTER OF NEW MEXICO | ||||||||
| 5000 CENTRAL AVE SE 193 | ALBUQUERQUE | NM | 87108 | NONE | 501(C)(3) | HEALTHCARE | $25,000 | |
| ENLACE COMUNITARIO | ||||||||
| 2425 ALAMO DR SE | ALBUQUERQUE | NM | 87106 | NONE | 501(C)(3) | HEALTHCARE | $25,000 | |
| FARM TO TABLE | ||||||||
| 518 OLD SANTA FE TRAIL STE 1 BOX | 171 | SANTA FE | NM | 87505 | NONE | 501(C)(3) | HEALTHCARE | $1,000 |
| FUNDAMENTAL NEEDS INC | ||||||||
| 14881 ROAD 26 | DOLORES | CO | 81323 | NONE | 501(C)(3) | HEALTHCARE | $20,000 | |
| GERARD'S HOUSE | ||||||||
| PO BOX 28693 | SANTA FE | NM | 87592 | NONE | 501(C)(3) | HEALTHCARE | $15,000 | |
| HEALING CIRCLE DROP-IN CENTER | ||||||||
| PO BOX 3850 | SHIPROCK | NM | 87420 | NONE | 501(C)(3) | HEALTHCARE | $25,000 | |
| HEALTHY NATIVE COMMUNITIES PARTNERSHIP INC | ||||||||
| PO BOX 1019 | SHIPROCK | NM | 87420 | NONE | 501(C)(3) | HEALTHCARE | $25,000 | |
| IMPACT PERSONAL SAFETY | ||||||||
| PO BOX 8350 | SANTA FE | NM | 87504 | NONE | 501(C)(3) | HEALTHCARE | $20,000 | |
| INDIAN PUEBLO CULTURAL CENTER INC | ||||||||
| 2401 12TH ST NW | ALBUQUERQUE | NM | 87104 | NONE | 501(C)(3) | HEALTHCARE | $25,000 | |
| INDIGENOUS WOMEN RISING | ||||||||
| PO BOX 7475 | ALBUQUERQUE | NM | 87194 | NONE | 501(C)(3) | HEALTHCARE | $25,000 | |
| INSIDE OUT | ||||||||
| 908 N RIVERSIDE DR STE 6 | ESPANOLA | NM | 87532 | NONE | 501(C)(3) | HEALTHCARE | $20,000 | |
| JUSTICE ACCESS SUPPORT AND SOLUTIONS FOR HEALTH (JAZZ) | ||||||||
| 1608 ISLETA BOULEVARD SW | ALBUQUERQUE | NM | 87105 | NONE | 501(C)(3) | HEALTHCARE | $55,000 | |
| KITCHEN ANGELS | ||||||||
| 1222 SILER RD | SANTA FE | NM | 87507 | NONE | 501(C)(3) | HEALTHCARE | $300 | |
| LOS ALAMOS JUVENILE JUSTICE ADVISORY BOARD | ||||||||
| PO BOX 4716 | LOS ALAMOS | NM | 87544 | NONE | 501(C)(3) | HEALTHCARE | $15,000 | |
| MANDY'S SPECIAL FARM | ||||||||
| PO BOX 9346 | ALBUQUERQUE | NM | 87119 | NONE | 501(C)(3) | HEALTHCARE | $25,000 | |
| MANY MOTHERS | ||||||||
| PO BOX 23222 | SANTA FE | NM | 87502 | NONE | 501(C)(3) | HEALTHCARE | $15,000 | |
| MESA TO MESA | ||||||||
| PO BOX 1008 | ESPANOLA | NM | 87532 | NONE | 501(C)(3) | HEALTHCARE | $20,000 | |
| NACA INSPIRED SCHOOL NETWORK | ||||||||
| PO BOX 40334 | ALBUQUERQUE | NM | 87196 | NONE | 501(C)(3) | HEALTHCARE | $25,000 | |
| NEW MEXICO CASA ASSOCIATION | ||||||||
| 800 BRADBURY DR SE SUITE 203 | ALBUQUERQUE | NM | 87106 | NONE | 501(C)(3) | HEALTHCARE | $20,000 | |
| NEW MEXICO CENTER ON LAW AND POVERTY | ||||||||
| 301 EDITH BLVD NE | ALBUQUERQUE | NM | 87102 | NONE | 501(C)(3) | HEALTHCARE | $25,000 | |
| NEW MEXICO ENVIRONMENTAL LAW CENTER | ||||||||
| 722 ISLETA BLVD SW | ALBUQUERQUE | NM | 87105 | NONE | 501(C)(3) | HEALTHCARE | $20,000 | |
| NEW MEXICO FOUNDATION | ||||||||
| 8 CALLE MEDICO | SANTA FE | NM | 87505 | NONE | 501(C)(3) | HEALTHCARE | $15,000 | |
| NEW MEXICO IMMIGRANT LAW CENTER | ||||||||
| PO BOX 7040 | ALBUQUERQUE | NM | 871947040 | NONE | 501(C)(3) | HEALTHCARE | $25,000 | |
| NEW MEXICO PRIMARY CARE TRAINING CONSORTIUM | ||||||||
| 11587 HWY 180 E | SILVER CITY | NM | 88061 | NONE | 501(C)(3) | HEALTHCARE | $20,000 | |
| NM LOCAL NEWS FUND | ||||||||
| PO BOX 1827 | SANTA FE | NM | 87504 | NONE | 501(C)(3) | HEALTHCARE | $4,000 | |
| NM PUBLIC HEALTH ASSOCIATION | ||||||||
| 3705 ELLISON RD NE | ALBUQUERQUE | NM | 87114 | NONE | 501(C)(3) | HEALTHCARE | $2,500 | |
| PARTNERSHIP FOR COMMUNITY ACTION | ||||||||
| 722 ISLETA BLVD SW | ALBUQUERQUE | NM | 87105 | NONE | 501(C)(3) | HEALTHCARE | $20,000 | |
| PROJECT HOPE THE PEOPLE TO PEOPLE HEALTH FOUNDATION INC | ||||||||
| HEALTH AFFAIRS 1220 19 ST NW STE | 800 | WASHINGTON | DC | 20036 | NONE | 501(C)(3) | HEALTHCARE | $15,000 |
| SANDPLAY THERAPISTS OF AMERICA INC | ||||||||
| PO BOX 4847 | WALNUT CREEK | CA | 94596 | NONE | 501(C)(3) | HEALTHCARE | $25,000 | |
| SANTA FE COMMUNITY COLLEGE FOUNDATION | ||||||||
| 6401 S RICHARDS AVE | SANTA FE | NM | 87508 | NONE | 501(C)(3) | HEALTHCARE | $20,000 | |
| SANTA FE COMMUNITY FOUNDATION | ||||||||
| PO BOX 1827 | SANTA FE | NM | 87504 | NONE | 501(C)(3) | HEALTHCARE | $5,000 | |
| SANTA FE RECOVERY CENTER | ||||||||
| 5312 JAGUAR DRIVE | SANTA FE | NM | 87507 | NONE | 501(C)(3) | HEALTHCARE | $20,000 | |
| SCOTT'S HOUSE | ||||||||
| 287 RODEO ROAD | SANTA FE | NM | 87505 | NONE | 501(C)(3) | HEALTHCARE | $35,000 | |
| SEARCHLIGHT NEW MEXICO | ||||||||
| 411 GREG AVE | SANTA FE | NM | 87501 | NONE | 501(C)(3) | HEALTHCARE | $100,000 | |
| SELF HELP | ||||||||
| 2390 NORTH RD | LOS ALAMOS | NM | 87544 | NONE | 501(C)(3) | HEALTHCARE | $10,000 | |
| SILVER HILL ACCESS POINT AND EDUCATION | ||||||||
| PO BOX 36915 | ALBUQUERQUE | NM | 87176 | NONE | 501(C)(3) | HEALTHCARE | $25,000 | |
| SOUTHWEST ORGANIZING PROJECT | ||||||||
| 211 10TH ST SW | ALBUQUERQUE | NM | 87102 | NONE | 501(C)(3) | HEALTHCARE | $25,000 | |
| SOUTHWEST RESEARCH AND INFORMATION CENTER | ||||||||
| PO BOX 4524 | ALBUQUERQUE | NM | 87196 | NONE | 501(C)(3) | HEALTHCARE | $42,500 | |
| SOUTHWEST WOMEN'S LAW CENTER | ||||||||
| 128 QUINCY ST NE | ALBUQUERQUE | NM | 87108 | NONE | 501(C)(3) | HEALTHCARE | $25,000 | |
| TAOS HEALTH SYSTEMS | ||||||||
| 1397 WEIMER RD | TAOS | NM | 87571 | NONE | 501(C)(3) | HEALTHCARE | $25,000 | |
| TEWA WOMEN UNITED | ||||||||
| PO BOX 397 | SANTA CRUZ | NM | 87567 | NONE | 501(C)(3) | HEALTHCARE | $25,000 | |
| THINK NEW MEXICO | ||||||||
| 505 DON GASPAR AVE | SANTA FE | NM | 87505 | NONE | 501(C)(3) | HEALTHCARE | $100,000 | |
| THREE SISTERS KITCHEN | ||||||||
| 109 GOLD AVE SW | ALBUQUERQUE | NM | 87102 | NONE | 501(C)(3) | HEALTHCARE | $55,000 | |
| UNIVERSITY OF NEW MEXICO FOUNDATION | ||||||||
| 700 LOMAS BLVD STE 108 | ALBUQUERQUE | NM | 87102 | NONE | 501(C)(3) | UNM CARE AND HEALTHCARE | $176,000 | |
| UPTOGETHER | ||||||||
| 663 13TH STREET SUITE 200 | OAKLAND | CA | 94612 | NONE | 501(C)(3) | HEALTHCARE | $15,000 | |
| US-MEXICO BORDER PHILANTHROPY PARTNERSHIP | ||||||||
| 2508 HISTORIC DECATUR ROAD STE 130 | SAN DIEGO | CA | 92106 | NONE | 501(C)(3) | HEALTHCARE | $12,000 | |
| VALENCIA COUNTY COMMUNITY GARDENS | ||||||||
| 47 SILVA ROAD | LOS LUNAS | NM | 87031 | NONE | 501(C)(3) | GENERAL SUPPORT | $1,000 | |
| WOMEN MAKE MOVIES | ||||||||
| 115 WEST 29TH STREET SUITE 1200 | NEW YORK CITY | NY | 10001 | NONE | 501(C)(3) | GENERAL SUPPORT | $20,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,430,300 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| SEARCHLIGHT NEW MEXICO | |||||||
| 411 GREG AVE | SANTA FE | NM | 87501 | NONE | 501(C)(3) | HEALTHCARE | $200,000 |
| THINK NEW MEXICO | |||||||
| 505 DON GASPAR AVE | SANTA FE | NM | 87505 | NONE | 501(C)(3) | HEALTHCARE | $200,000 |
| UNIVERSITY OF NEW MEXICO FOUNDATION | |||||||
| 700 LOMAS BLVD STE 108 | ALBUQUERQUE | NM | 87102 | NONE | 501(C)(3) | HEALTHCARE | $175,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $575,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $144,946 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,069,026 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $492,630 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,706,602 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,706,602 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOSPITAL AUXILIARY OF THE LOS ALAMOS MEDICAL CENTER INC | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3917 WEST ROAD | AddressLine1Txt |
| City | LOS ALAMOS | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87544 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $33,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $53,554 | Amt |
| Net Investment Income | $17,673 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (10 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| OFFICE JET | 2003-02-01 | $532 | $532 | SL | 5.000000000000 | $0 | $0 |
| LAND | 2004-04-26 | $119,000 | L | $0 | $0 | ||
| FURNITURE | 2005-01-20 | $35,964 | $35,964 | SL | 7.000000000000 | $0 | $0 |
| APPLIANCES | 2005-02-28 | $1,927 | $1,927 | SL | 7.000000000000 | $0 | $0 |
| BUILDING | 2005-04-01 | $859,045 | $390,977 | SL | 39.000000000000 | $22,027 | $0 |
| MICROEDGE GIFTS PLUS | 2010-03-26 | $5,380 | $5,380 | SL | 3.000000000000 | $0 | $0 |
| ROOF | 2011-10-11 | $27,943 | $20,957 | SL | 15.000000000000 | $1,863 | $0 |
| PHONE SYSTEM | 2013-08-25 | $7,566 | $7,566 | SL | 5.000000000000 | $0 | $0 |
| GIFTS ACCESS SOFTWARE | 2013-10-07 | $9,727 | $9,727 | SL | 5.000000000000 | $0 | $0 |
| XEON QUADCORE SERVER | 2017-12-01 | $6,153 | $6,152 | SL | 5.000000000000 | $0 | $0 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (6 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CONNECTONE BANK DUE 12/20/24 - 250,000 PAR | $248,951 | $248,951 |
| SIGNATURE BANK DUE 12/23/24 - 250,000 PAR | $248,845 | $248,845 |
| UBS BANK USA DUE 12/23/24 - 250,000 PAR | $249,062 | $249,062 |
| WELLS FARGO & CO DUE 12/23/24 - 250,000 PAR | $248,955 | $248,955 |
| FIRST UNITED BANK DUE 12/30/24 - 250,000 PAR | $248,992 | $248,992 |
| SOUTHERN STATES BANK DUE 12/30/24 - 250,000 PAR | $248,967 | $248,967 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,028,119 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,028,119 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (17 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 42,652.4540 ISHARES TR IS 1-5 YR IN | FMV | $2,187,004 | $2,187,004 |
| 25,047 ISHARES MSCI INTL QUALITY | FMV | $940,765 | $940,765 |
| 144,036.744 DOUBLELINE TOTAL RETURN BOND I | FMV | $1,273,285 | $1,273,285 |
| 151,198.8720 VANGUARD INTERM-TERM INVESTMENT-GRADE ADM | FMV | $1,312,406 | $1,312,406 |
| 192,641.585 VANGUARD SHORT-TERM INVESTMENT-GRADE ADM | FMV | $1,970,723 | $1,970,723 |
| 1,318.9458 BLACKROCK ULTRA SHORT TERM BOND ETF | FMV | $66,422 | $66,422 |
| 54,748.557 DFA GLOBAL REAL ESTATE SECURITIES PORT | FMV | $562,268 | $562,268 |
| 41,054.755 DFA INTERNATIONAL SMALL CAP VALUE I | FMV | $871,592 | $871,592 |
| 52,150.226 DFA INTERNATIONAL SMALL COMPANY I | FMV | $1,007,021 | $1,007,021 |
| 56,358.828 DFA INTERNATL VALUE I | FMV | $1,127,740 | $1,127,740 |
| 257,5665730 DFA US LARGE CAP EQUITY INSTITUTIONAL | FMV | $6,781,728 | $6,781,728 |
| 65,242.427 DFA US LARGE CAP VALUE I | FMV | $2,905,898 | $2,905,898 |
| 48,453.298 DFA US SMALL CAP I | FMV | $2,149,388 | $2,149,388 |
| 34,242.225 DFA US SMALL CAP VALUE I | FMV | $1,538,846 | $1,538,846 |
| 619.331 VANGUARD 500 INDEX ADMIRAL | FMV | $272,499 | $272,499 |
| 131,626.477 DFA EMERGING MARKETS EX CHINA CR EQ INSTL | FMV | $1,297,837 | $1,297,837 |
| 10,330.0000 DIMENSIONAL INTERN HIGH | FMV | $265,068 | $265,068 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (11 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| OFFICE JET | $532 | $532 | $0 |
| LAND | $119,000 | $0 | $119,000 |
| FURNITURE | $35,964 | $35,964 | $0 |
| APPLIANCES | $1,927 | $1,927 | $0 |
| BUILDING | $859,045 | $413,004 | $446,041 |
| MICROEDGE GIFTS PLUS | $5,380 | $5,380 | $0 |
| WEBSITE OVERHAUL | $9,798 | $9,798 | $0 |
| ROOF | $27,943 | $22,820 | $5,123 |
| PHONE SYSTEM | $7,566 | $7,566 | $0 |
| GIFTS ACCESS SOFTWARE | $9,727 | $9,727 | $0 |
| XEON QUADCORE SERVER | $6,153 | $6,152 | $1 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $325 | LegalFeesAmt |
| Net Investment Income | $163 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| EXCISE TAX DEPOSIT | $5,603 | ||
| FSA-EMPLOYEE FUNDS | $0 | $1,667 | $1,667 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DUES & SUBSCRIPTIONS | $24,331 | $0 | $10,618 |
| EQUIPMENT & SOFTWARE | $2,818 | $0 | $2,339 |
| EQUIPMENT MAINT/RENTAL | $3,355 | $0 | $2,684 |
| INSURANCE | $10,279 | $103 | $0 |
| INVESTMENT EXPENSE | $40,958 | $40,958 | $0 |
| MEALS | $5,634 | $0 | $2,817 |
| OFFICE EXPENSE | $25,814 | $258 | $18,670 |
| POSTAGE & DELIVERY | $390 | $4 | $251 |
| SECURITY | $4,923 | $0 | $3,678 |
| TELEPHONE | $4,264 | $43 | $2,520 |
| WEBSITE | $19,623 | $0 | $19,623 |
| ADVERTISING | $48 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS | Desc |
| Amt | $2,207,698 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| ACCRUED WAGES & BENEFITS | $22,782 | $22,843 |
| FSA - EMPLOYEE FUNDS | $361 | $0 |
| 401K WITHHOLDING PAYABLE | $22,019 | $30,314 |
| EXCISE TAX PAYABLE | $0 | $8,254 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING | CategoryTxt |
| Amt | $301,983 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $247,875 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $22,494 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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