PRESBYTERIAN HEALTHCARE FOUNDATION: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: PRESBYTERIAN HEALTHCARE FOUNDATION (EIN 85-6016041)
Tax period: 2023-01-01 to 2023-12-31
Filed: 2024-11-14
IRS object ID: 202443199349315574
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
Schedule A
Schedule B
Schedule D
Schedule G
Schedule I
Schedule J
Schedule M
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-11-14T16:03:00+00:00	ReturnTs
Tax Period End	2023-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	346565596	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	ERNST & YOUNG US LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	2323 VICTORY AVENUE	AddressLine1Txt
City	DALLAS	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	75219	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2023-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	856016041	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Presbyterian Healthcare Foundation	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	PRES	BusinessNameControlTxt
Phone	5059236101	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 26666	AddressLine1Txt
City	Albuquerque	CityNm
State Abbreviation	NM	StateAbbreviationCd
ZIP	871256666	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	JAMES NOBLE	PersonNm
Person Title	CFO, PHS	PersonTitleTxt
Phone	5059236101	PhoneNum
Signature	2024-11-14	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Patrick Shields	PreparerPersonNm
PTIN	P01508556	PTIN
Phone	2149698000	PhoneNum
Preparation	2024-11-11	PreparationDt

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2024-10-15 13:58:12Z	BuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RISHI SIKKA MD	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 26666	AddressLine1Txt
City	Albuquerque	CityNm
State Abbreviation	NM	StateAbbreviationCd
ZIP	871256666	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$25,766,071	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.PHS.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1968	FormationYr
Legal Domicile State	NM	LegalDomicileStateCd
Activity Or Mission	RAISE AND STEWARD FUNDS NECESSARY TO IMPROVE HEALTH AND LIVES IN COMMUNITIES SERVED BY PRESBYTERIAN HEALTHCARE SERVICES, A 501(C)(3) ORGANIZATION, PROVIDING HEALTHCARE SERVICES TO COMMUNITIES IN NEW MEXICO.	ActivityOrMissionDesc
Voting Members Governing Body	28	VotingMembersGoverningBodyCnt
Voting Members Independent	24	VotingMembersIndependentCnt
Total Employee	0	TotalEmployeeCnt
Total Volunteers	160	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$5,813,553	PYContributionsGrantsAmt
CY Contributions Grants	$4,950,861	CYContributionsGrantsAmt
PY Program Service Revenue	$0	PYProgramServiceRevenueAmt
CY Program Service Revenue	$0	CYProgramServiceRevenueAmt
PY Investment Income	$1,294,972	PYInvestmentIncomeAmt
CY Investment Income	$5,144,149	CYInvestmentIncomeAmt
PY Other Revenue	-$91,589	PYOtherRevenueAmt
CY Other Revenue	-$180,831	CYOtherRevenueAmt
PY Total Revenue	$7,016,936	PYTotalRevenueAmt
CY Total Revenue	$9,914,179	CYTotalRevenueAmt
PY Grants And Similar Paid	$8,373,958	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$4,708,055	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$2,084,188	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$2,099,971	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$29,647	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$1,312,303	CYTotalFundraisingExpenseAmt
PY Other Expenses	$1,441,898	PYOtherExpensesAmt
CY Other Expenses	$1,663,152	CYOtherExpensesAmt
PY Total Expenses	$11,929,691	PYTotalExpensesAmt
CY Total Expenses	$8,471,178	CYTotalExpensesAmt
PY Revenues Less Expenses	-$4,912,755	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$1,443,001	CYRevenuesLessExpensesAmt
Total Assets BOY	$121,113,337	TotalAssetsBOYAmt
Total Assets EOY	$128,867,601	TotalAssetsEOYAmt
Total Liabilities BOY	$862,171	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$748,137	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$120,251,166	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$128,119,464	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	RAISE AND STEWARD FUNDS NECESSARY TO IMPROVE HEALTH AND LIVES IN COMMUNITIES SERVED BY PRESBYTERIAN HEALTHCARE SERVICES, A 501(C)(3) ORGANIZATION, PROVIDING HEALTHCARE SERVICES TO COMMUNITIES IN NEW MEXICO.	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$1,050,087	ExpenseAmt
Grant	$1,050,087	GrantAmt
Revenue	$0	RevenueAmt
Desc	PROGRAM SERVICE ACTIVITY #1 In keeping with its historical priorities, the Foundation directed significant funding in 2023 for nursing/staff education, patient assistance, equipment and programs. The Foundation funded 100+ scholarships for nurses and other staff to pursue bachelor's and advanced degrees. Patient assistance funds supported transportation, lodging and other critical needs, so patients can complete their treatment - without having to prioritize daily living needs over potentially lifesaving healthcare. A wide range of equipment needs - for example, a retinal camera for infants, cardiac imaging technology, and orthopedic and rehabilitation tools - were funded. An example of a program fully funded by donors was the Presbyterian Pace Academy, which has a full-time teacher who helps hospitalized children keep up with their school work.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$539,851	ExpenseAmt
Grant	$539,851	GrantAmt
Revenue	$0	RevenueAmt
Desc	PROGRAM SERVICE ACTIVITY #2 The Presbyterian Robert Wertheim Hospice House, the only full-service, residential hospice facility in central New Mexico, opened in late 2022, following donor support to fully fund the $3.6 million project. The Robert Wertheim Hospice House's first full year of operations in 2023 was supported, in part, by $539,851 from Foundation donors. The 10-bed facility provided end-of-life care to more than 200 patients in 2023.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$504,896	ExpenseAmt
Grant	$504,896	GrantAmt
Revenue	$0	RevenueAmt
Desc	PROGRAM SERVICE ACTIVITY #3 Community Health is a top fundraising priority for the Foundation. Funds totaling $504,896 were provided in 2023 for core Community Health programs addressing key social determinants of health, including: the Food Farmacy, a referral-based food pantry serving more than 280 patients at two sites; the Peer Support Specialist program, which employs certified peer support specialists with "lived experience pairs them with patients struggling with mental health, psychological trauma or substance use; and emergency funding for those in need including housing down payments, utility expenses, car repairs and emergency housing.	Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

Field	Value	IRS element (for citing)
Expense	$2,901,756	ExpenseAmt
Grant	$2,613,221	GrantAmt
Revenue	$0	RevenueAmt
Desc	Presbyterian Healthcare Foundation exists to improve health. This focus has been unwavering since our founding in 1968 as one of the first 100 hospital foundations in the country. Throughout our 55-year history, donors have provided funding for four major areas: nursing/staff education, patient assistance (for transportation, lodging and other basic needs), program support and capital needs (facility construction/renovation and equipment). Philanthropy is increasingly supporting critical needs - patient-centered work which otherwise might not happen without donor support. Equally important, philanthropy helps to fund priority programs that aren't financially self-sustaining. Examples include Presbyterian Community health initiatives addressing food insecurity, substance use disorder and mental illness, and patient basic needs affecting health. We are proud that no portion of the gifts we receive supports fundraising or administrative expenses. This is because two endowments cover the cost of Foundation operations, allowing 100% of donor gifts to be directed to programs of interest to our donors. In 2023, the Foundation raised $7,206,319 and provided $4,740,933 in immediate funding to Presbyterian programs. Included in these amounts are cash, estate and in-kind contributions, and special-event income. As of December 2023, net assets were $128.1 million. Governance and Organization: The Foundation is governed by a 25-member Board of Directors. Members are nominated by the PHF Board Governance Committee and reflect a cross-section of business and community leaders. Nominations are approved by the PHF and PHS boards of directors. The Chair of the Foundation Board is an ex- officio member of the Presbyterian Central New Mexico Community Board of Trustees. The Foundation Board meets at least four times per year and has additional meetings as necessary. Interim decision-making is accomplished via the Executive Committee, which consists of the Board Chair, Chair Elect, Past Chair, Treasurer, Secretary and PHF President. The Foundation President also oversees the Presbyterian Volunteer Services programs for PHS Albuquerque, Rio Rancho and Santa Fe facilities, including 600+ active volunteers. These volunteers serve in a number of areas and positions throughout Presbyterian Medical Group clinics and at Presbyterian Hospital, Presbyterian Rust Medical Center, Presbyterian Kaseman Hospital and Presbyterian Santa Fe Medical Center. 1. Fundraising for Specific Programs: The Foundation solicits gifts from individuals, corporations and foundations, and coordinates fundraising campaigns and special events throughout the year to raise funds for both specific causes and general health system needs. These efforts include: * Major and Planned Gifts: The Foundation solicits transformational gifts through major and planned giving initiatives. Major gifts are defined as single or multi-year contributions of $10,000 or more and may be designated for capital and program needs. Funding can be immediately expendable or to create or supplement an endowed (permanent) fund. Planned gifts are most often given in the form of bequests (gift designation in a will or living trust), as well as retirement plan and life insurance beneficiary designations. Charitable gift annuities have also become more popular in recent years. In 2023, major and planned gifts totaled $1,679,429. Additional pledges in major and planned gifts were $2,705,389. Together, they accounted for 57 percent of total dollars raised by the Foundation. * Daffodil Days: This annual event is 41 years old. Each spring, with the help of hundreds of volunteers, fresh daffodils are prepared and sold throughout the community. Proceeds are directed to operations of the Presbyterian Robert Wertheim Hospice House, a 10-bed facility providing end-of-life (hospice) care. In 2023, Daffodil Days had net proceeds of $196,000. * Laughter is the Best Medicine: We celebrated the 25th and final year of this gala fundraiser in 2023. The event featured a silent auction, gourmet dinner and live entertainment from a comedian. Net proceeds of more than $450,000 were raised for a new education and simulation center, the Healthcare Advanced Learning Lab, or HALL, and other workforce development needs. * Cornerstone Campaign: The Community Cornerstone Campaign is Presbyterian Healthcare Foundation's annual fund drive focusing on gifts of less than $10,000 from community (non-employee) donors. Cornerstone is the backbone of the Foundation's fundraising efforts focusing on new donor acquisition and retention. The Foundation's Guardian Angel program, which seeks gifts in honor of any provider or staff member, is a key part of the Cornerstone program, recognizing that gratitude for an exceptional care experience is a primary motivator for philanthropy. * PRESGiving Campaign: PRESGiving is the annual employee campaign, seeking payroll, cash and paid time off contributions. The campaign has two primary components: 1) recruitment of new employee donors through the "Brilliance in the Basicsientation; and 2) a six-week fall campaign conducted in partnership with United Way of North Central New Mexico. PRESGiving contributions to PHF typically total around $1 million annually for programs and needs throughout Presbyterian. 2. Philanthropic Impact: The Foundation directed significant funding in 2023 for its four historical priorities: 1) nursing/staff education; 2) patient assistance; 3) equipment; and 4) programs. In keeping with its longstanding philosophy that the best gift we can provide patients is a compassionate, well-trained workforce, the Foundation funded 100+ scholarships for nurses and other staff to pursue bachelor's and advanced degrees. Additional funds supported continuing education activities necessary for staff to earn or maintain specialty certifications, or acquire new skills or knowledge to provide cutting-edge care, following best practice. Patient assistance funds supported transportation, lodging and other critical needs, so patients can complete their treatment - without having to prioritize daily living needs over potentially lifesaving healthcare. A wide range of equipment needs - for example, a retinal camera for infants, cardiac imaging technology, and orthopedic and rehabilitation tools - were funded. An example of a program fully funded by donors was the Presbyterian Pace Academy, which has a full-time teacher who helps hospitalized children keep up with their school work. Fundraising is ongoing for both the Pace Academy and the Presbyterian Robert Wertheim Hospice House, which opened in late 2022 as the only full-service, residential hospice facility in central New Mexico, following donor support to fully fund the $3.6 million project. The Robert Wertheim Hospice House's first full year of operations in 2023 was supported, in part, by $539,851 from Foundation donors. The 10-bed facility provided end-of-life care to more than 200 patients in 2023. Community Health is a top fundraising priority for the Foundation. Funds totaling $504,896 were provided in 2023 for core Community Health programs addressing social determinants of health, including: the Food Farmacy, a referral-based food pantry serving more than 280 patients at two sites; the Peer Support Specialist program, which employs certified peer support specialists with "lived experience pairs them with patients struggling with mental health, psychological trauma or substance use; and emergency funding for those in need including housing down payments, utility expenses, car repairs and emergency housing.	Desc

Field	Value	IRS element (for citing)
Total Other Prog Srvc Expense	$2,901,756	TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant	$2,613,221	TotalOtherProgSrvcGrantAmt
Total Program Service Expenses	$4,996,590	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	Yes (true)	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	false	LobbyingActivitiesInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	false	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Donor Rstr Or Quasi Endowments	Yes (true)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (true)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	false	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	false	ReportOtherAssetsInd
Report Other Liabilities	Yes (true)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (true)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (true)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (true)	ConsolidatedAuditFinclStmtInd
School Operating	false	SchoolOperatingInd
Foreign Office	false	ForeignOfficeInd
Foreign Activities	false	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	Yes (true)	FundraisingActivitiesInd
Gaming Activities	Yes (true)	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	Yes (true)	GrantsToOrganizationsInd
Grants To Individuals	false	GrantsToIndividualsInd
Schedule J Required	Yes (true)	ScheduleJRequiredInd
Tax Exempt Bonds	false	TaxExemptBondsInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	false	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	false	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	Yes (true)	DeductibleNonCashContriInd
Deductible Art Contribution	Yes (true)	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	false	DisregardedEntityInd
Related Entity	Yes (true)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (true)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	false	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
Info In Schedule O Part V	Yes (X)	InfoInScheduleOPartVInd
IRP Document	1	IRPDocumentCnt
IRP Document W2 G	1	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	0	EmployeeCnt
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	false	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	Yes (true)	QuidProQuoContributionsInd
Quid Pro Quo Contri Discl	Yes (true)	QuidProQuoContriDisclInd
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	false	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	28	GoverningBodyVotingMembersCnt
Independent Voting Member	24	IndependentVotingMemberCnt
Family Or Business Rln	false	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	false	MembersOrStockholdersInd
Election Of Board Members	Yes (true)	ElectionOfBoardMembersInd
Decisions Subject To Approva	Yes (true)	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	false	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (true)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (true)	WhistleblowerPolicyInd
Document Retention Policy	Yes (true)	DocumentRetentionPolicyInd
Compensation Process CEO	false	CompensationProcessCEOInd
Compensation Process Other	false	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	NM	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	KEVIN NOWELL CPA	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	5059236101	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	9521 SAN MATEO BLVD NE	AddressLine1Txt
City	ALBUQUERQUE	CityNm
State Abbreviation	NM	StateAbbreviationCd
ZIP	871132237	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (28 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt
HELEN GREVEY
DIRECTOR, SECRETARY	1.0	0.0	Yes (X)	Yes (X)	$0	$0	$0
JOHN ROCHESTER
DIRECTOR, TREASURER	1.0	0.0	Yes (X)	Yes (X)	$0	$0	$0
RICHARD SCOTT
PRESIDENT	40.0	0.0	Yes (X)	Yes (X)	$0	$456,897	$51,850
V SUE CLEVELAND ED D
DIRECTOR, CHAIR	2.0	0.0	Yes (X)	Yes (X)	$0	$0	$0
AMIT GARG MD
DIRECTOR	1.0	40.0	Yes (X)		$0	$2,354,874	$32,941
DALE C MAXWELL
EX-OFFICIO DIRECTOR	1.0	42.0	Yes (X)		$0	$4,120,680	$398,878
DAVID HOWARD
EX-OFFICIO DIRECTOR	1.0	0.0	Yes (X)		$0	$0	$0
J CARLOS GARCIA
DIRECTOR	1.0	0.0	Yes (X)		$0	$0	$0
JAMES ZANIOS
DIRECTOR (THRU 6/2023)	1.0	0.0	Yes (X)		$0	$0	$0
JERON T CAMPBELL ED LD
DIRECTOR	1.0	0.0	Yes (X)		$0	$0	$0
KYLE ARMSTRONG
DIRECTOR	1.0	0.0	Yes (X)		$0	$0	$0
LAUREN M CATES
EX-OFFICIO DIRECTOR (EFFECTIVE 12/8/2023)	1.0	40.0	Yes (X)		$0	$852,419	$75,986
LINDA WEIL
DIRECTOR	1.0	0.0	Yes (X)		$0	$0	$0
MARK FIDEL
DIRECTOR	1.0	0.0	Yes (X)		$0	$0	$0
MICHAEL M SILVA JR
DIRECTOR	1.0	0.0	Yes (X)		$0	$0	$0
MOLLY BACHECHI
DIRECTOR	1.0	0.0	Yes (X)		$0	$0	$0
NORMAN BECKER
EX-OFFICIO DIRECTOR	1.0	3.0	Yes (X)		$0	$10,000	$0
RICHARD REIF
DIRECTOR	1.0	0.0	Yes (X)		$0	$0	$0
ROYALE DA
DIRECTOR	1.0	0.0	Yes (X)		$0	$0	$0
RUTH HUNING-GONZALES
DIRECTOR	1.0	0.0	Yes (X)		$0	$0	$0
SCOTTIE PIERCE PHD
DIRECTOR, CHAIR ELECT	1.0	0.0	Yes (X)		$0	$0	$0
SHELLY STEPENASKIE MD
DIRECTOR	1.0	0.0	Yes (X)		$0	$0	$0
STEPHANIE GEHRES MD
DIRECTOR	1.0	0.0	Yes (X)		$0	$0	$0
STEVEN M NAKAMURA
DIRECTOR	1.0	0.0	Yes (X)		$0	$0	$0
TERESA HARTNETT
DIRECTOR	1.0	0.0	Yes (X)		$0	$0	$0
TODD SICKLES
DIRECTOR	1.0	0.0	Yes (X)		$0	$0	$0
TREVOR HATCHELL
DIRECTOR	1.0	0.0	Yes (X)		$0	$0	$0
W ROBERT LASATER
DIRECTOR, PAST CHAIR	1.0	0.0	Yes (X)		$0	$0	$0

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$0	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$7,794,870	TotReportableCompRltdOrgAmt
Total Other Compensation	$559,655	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	0	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	false	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (true)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (3 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
Fionta Incorporated
PO Box 66794	Washington	DC	20035	Software migration	$136,473
Drury Hotels
828 Paseo de Peralta	Santa Fe	NM	87501	Conference Space	$116,531
Albuquerque Convention Center
401 2nd St NW	Albuquerque	NM	87102	Conference Space / Catering	$116,473

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	3	CntrctRcvdGreaterThan100KCnt
Federated Campaigns	$0	FederatedCampaignsAmt
Membership Dues	$0	MembershipDuesAmt
Fundraising	$830,008	FundraisingAmt
Related Organizations	$256,730	RelatedOrganizationsAmt
Government Grants	$0	GovernmentGrantsAmt
All Other Contributions	$3,864,123	AllOtherContributionsAmt
Noncash Contributions	$32,878	NoncashContributionsAmt
Total Contributions	$4,950,861	TotalContributionsAmt

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$0	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$2,609,469	TotalRevenueColumnAmt
Exclusion	$2,609,469	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$3,729	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$0	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$3,729	RealAmt
Personal	$0	PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$3,729	TotalRevenueColumnAmt
Exclusion	$3,729	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$18,049,853	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$15,515,173	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$2,534,680	SecuritiesAmt
Other	$0	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$2,534,680	TotalRevenueColumnAmt
Exclusion	$2,534,680	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$135,229	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$830,008	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$332,869	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$197,640	TotalRevenueColumnAmt
Exclusion	-$197,640	ExclusionAmt

Field	Value	IRS element (for citing)
Gaming Gross Income	$16,930	GamingGrossIncomeAmt
Gaming Direct Expenses	$3,850	GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$13,080	TotalRevenueColumnAmt
Exclusion	$13,080	ExclusionAmt

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	$0	GrossSalesOfInventoryAmt
Cost Of Goods Sold	$0	CostOfGoodsSoldAmt

Miscellaneous Revenue MiscellaneousRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$0	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$9,914,179	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$4,963,318	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$4,708,055	TotalAmt
Program Services	$4,708,055	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$2,099,971	TotalAmt
Program Services	$288,535	ProgramServicesAmt
Management And General	$1,178,402	ManagementAndGeneralAmt
Fundraising	$633,034	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$396	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$198	ManagementAndGeneralAmt
Fundraising	$198	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$39,226	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$19,613	ManagementAndGeneralAmt
Fundraising	$19,613	FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Fundraising	$0	FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$295,303	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$295,303	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$63,902	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$31,951	ManagementAndGeneralAmt
Fundraising	$31,951	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$90,300	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$45,150	ManagementAndGeneralAmt
Fundraising	$45,150	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$4	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$2	ManagementAndGeneralAmt
Fundraising	$2	FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
Other Purchased Service Admin Exp:	$700,046	$0	$331,498	$368,548
Corporate Allocation	$278,548	$0	$139,274	$139,274
DONOR RECOGNITION	$43,315	$0	$0	$43,315
BOARD EXPENSES	$26,501	$0	$18,876	$7,625

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$125,611	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$102,018	ManagementAndGeneralAmt
Fundraising	$23,593	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$8,471,178	TotalAmt
Program Services	$4,996,590	ProgramServicesAmt
Management And General	$2,162,285	ManagementAndGeneralAmt
Fundraising	$1,312,303	FundraisingAmt

Total Joint Costs TotalJointCostsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$647,844	BOYAmt
EOY	$792,688	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$1,520,216	BOYAmt
EOY	$957,090	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$83,013	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$0	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$328,618	BOYAmt
EOY	$83,013	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$117,872,396	BOYAmt
EOY	$126,168,196	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt

Intangible Assets IntangibleAssetsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$744,263	BOYAmt
EOY	$866,614	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$121,113,337	BOYAmt
EOY	$128,867,601	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$122,823	BOYAmt
EOY	$8,716	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$739,348	BOYAmt
EOY	$739,421	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$862,171	BOYAmt
EOY	$748,137	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	$59,877,880	BOYAmt
EOY	$64,811,520	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$60,373,286	BOYAmt
EOY	$63,307,944	EOYAmt

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$120,251,166	BOYAmt
EOY	$128,119,464	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$121,113,337	BOYAmt
EOY	$128,867,601	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$1,443,001	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$6,082,897	NetUnrlzdGainsLossesInvstAmt
Donated Services And Use Fclts	$0	DonatedServicesAndUseFcltsAmt
Investment Expense	$0	InvestmentExpenseAmt
Prior Period Adjustments	$0	PriorPeriodAdjustmentsAmt
Other Changes In Net Assets	$342,400	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	Yes (true)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Consol And Sep Basis Fincl Stmt	Yes (X)	ConsolAndSepBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (true)	AuditCommitteeInd
Federal Grant Audit Required	false	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Public Organization170	Yes (X)	PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$6,448,849	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$7,126,815	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$7,827,555	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$5,813,553	CurrentTaxYearMinus1YearAmt
Current Tax Year	$4,950,861	CurrentTaxYearAmt
Total	$32,167,633	TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$0	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$0	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$0	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$0	CurrentTaxYearMinus1YearAmt
Current Tax Year	$0	CurrentTaxYearAmt
Total	$0	TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$0	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$0	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$0	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$0	CurrentTaxYearMinus1YearAmt
Current Tax Year	$0	CurrentTaxYearAmt
Total	$0	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$6,448,849	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$7,126,815	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$7,827,555	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$5,813,553	CurrentTaxYearMinus1YearAmt
Current Tax Year	$4,950,861	CurrentTaxYearAmt
Total	$32,167,633	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$4,046,967	SubstantialContributorsTotAmt
Public Support Total170	$28,120,666	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$2,496,649	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$2,929,030	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$3,249,987	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$2,416,230	CurrentTaxYearMinus1YearAmt
Current Tax Year	$2,613,198	CurrentTaxYearAmt
Total	$13,705,094	TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus3 Years	$87,631	CurrentTaxYearMinus3YearsAmt
Total	$87,631	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$0	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$0	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$0	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$0	CurrentTaxYearMinus1YearAmt
Current Tax Year	$0	CurrentTaxYearAmt
Total	$0	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$45,960,358	TotalSupportAmt
Gross Receipts Rltd Activities	$0	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.6118	PublicSupportCY170Pct
Public Support PY170	0.6289	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$95,590,796	BeginningYearBalanceAmt
Contributions	$1,151,189	ContributionsAmt
Investment Earnings Or Losses	-$10,818,383	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$0	GrantsOrScholarshipsAmt
Other Expenditures	$1,379,954	OtherExpendituresAmt
Administrative Expenses	$2,900,746	AdministrativeExpensesAmt
End Year Balance	$81,642,902	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$110,267,638	BeginningYearBalanceAmt
Contributions	$735,911	ContributionsAmt
Investment Earnings Or Losses	-$10,820,601	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$0	GrantsOrScholarshipsAmt
Other Expenditures	$1,378,222	OtherExpendituresAmt
Administrative Expenses	$3,213,930	AdministrativeExpensesAmt
End Year Balance	$95,590,796	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$97,499,965	BeginningYearBalanceAmt
Contributions	$2,734,101	ContributionsAmt
Investment Earnings Or Losses	$14,579,748	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$0	GrantsOrScholarshipsAmt
Other Expenditures	$1,692,213	OtherExpendituresAmt
Administrative Expenses	$2,853,963	AdministrativeExpensesAmt
End Year Balance	$110,267,638	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$89,981,902	BeginningYearBalanceAmt
Contributions	$784,137	ContributionsAmt
Investment Earnings Or Losses	$10,406,994	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$0	GrantsOrScholarshipsAmt
Other Expenditures	$1,040,439	OtherExpendituresAmt
Administrative Expenses	$2,632,629	AdministrativeExpensesAmt
End Year Balance	$97,499,965	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$80,188,582	BeginningYearBalanceAmt
Contributions	$834,403	ContributionsAmt
Investment Earnings Or Losses	$13,051,962	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$0	GrantsOrScholarshipsAmt
Other Expenditures	$1,402,523	OtherExpendituresAmt
Administrative Expenses	$2,690,522	AdministrativeExpensesAmt
End Year Balance	$89,981,902	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.56	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.3	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.14	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	false	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	false	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$2,263	OtherCostOrOtherBasisAmt
Book Value	$2,263	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$80,750	OtherCostOrOtherBasisAmt
Book Value	$80,750	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$83,013	TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDesc	AmtAmt
DUE FROM PHS	$545,896
ANNUITY OBLIGATIONS	$193,525

Field	Value	IRS element (for citing)
Total Liability	$739,421	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$16,630,904	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$6,082,897	NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts	$3,346	DonatedServicesAndUseFcltsAmt
Recoveries Prior Year Grants	$0	RecoveriesPriorYearGrantsAmt
Other Revenue	$923,285	OtherRevenueAmt
Revenue Not Reported	$7,009,528	RevenueNotReportedAmt
Revenue Subtotal	$9,621,376	RevenueSubtotalAmt
Investment Expenses Not Incld	$292,803	InvestmentExpensesNotIncldAmt
Other Revenues Not Included	$0	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	$292,803	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$9,914,179	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$8,762,606	TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts	$3,346	DonatedServicesUseFcltsAmt
Other Expenses Included	$580,885	OtherExpensesIncludedAmt
Expenses Not Reported	$584,231	ExpensesNotReportedAmt
Expenses Subtotal	$8,178,375	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$292,803	InvestmentExpensesNotIncld2Amt
Other Expenses Not Included	$0	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	$292,803	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$8,471,178	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule D, Part V, Line 4 Intended uses of endowment funds	THE FOUNDATION'S ENDOWMENT FUNDS CONSIST OF APPROXIMATELY 72 INDIVIDUAL DONOR-RESTRICTED FUNDS, ESTABLISHED FOR A VARIETY OF PURPOSES AND DESIGNATED BY THE BOARD OF DIRECTORS TO FUNCTION AS ENDOWMENTS. THE FOUNDATION HAS A POLICY OF APPROPRIATING FOR DISTRIBUTION EACH YEAR UP TO 6 PERCENT OF ITS ENDOWMENT FUND'S AVERAGE FAIR VALUE OVER THE PRIOR THREE YEARS THROUGH THE CALENDAR YEAR-END PRECEDING THE FISCAL YEAR IN WHICH THE DISTRIBUTION IS PLANNED.
Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote	THE FOUNDATION FOLLOWS ASC 740, INCOME TAXES, WHICH PRESCRIBES CRITERIA FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. ASC 740 ALSO PROVIDES GUIDANCE ON DERECOGNITION, CLASSIFICATION, INTEREST AND PENALITIES, ACCOUNTING IN INTERM PERIODS, DISCLOSURE, AND TRANSITION. AS OF DECEMBER 31, 2023 AND 2022, THE FOUNDATION DETERMINED THAT NO PROVISIONS IS REQUIRED FOR UNCERTAIN TAX POSITIONS.
Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990	FUNDRAISING, RENTAL AND OTHER RECLASSES BETWEEN REVENUE AND EXPENSES - 923285
Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990	FUNDRAISING, RENTAL AND OTHER RECLASSES BETWEEN REVENUE AND EXPENSES - 580885

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	Laughter	Event1Nm
Gross Receipts Event1	$712,322	GrossReceiptsEvent1Amt
Charitable Contri Event1	$655,390	CharitableContriEvent1Amt
Gross Revenue Event1	$56,932	GrossRevenueEvent1Amt
Rent Facility Costs Event1	$58,209	RentFacilityCostsEvent1Amt
Food And Beverage Event1	$129,314	FoodAndBeverageEvent1Amt
Entertainment Event1	$18,236	EntertainmentEvent1Amt
Other Direct Expenses Event1	$80,918	OtherDirectExpensesEvent1Amt
Event2	Daffodil Days	Event2Nm
Gross Receipts Event2	$252,915	GrossReceiptsEvent2Amt
Charitable Contri Event2	$174,618	CharitableContriEvent2Amt
Gross Revenue Event2	$78,297	GrossRevenueEvent2Amt
Other Direct Expenses Event2	$46,192	OtherDirectExpensesEvent2Amt
Gross Revenue Other Events	$0	GrossRevenueOtherEventsAmt
Gross Receipts Total	$965,237	GrossReceiptsTotalAmt
Charitable Contributions Tot	$830,008	CharitableContributionsTotAmt
Gross Revenue Total Events	$135,229	GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events	$58,209	RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events	$129,314	FoodAndBeverageTotalEventsAmt
Entertainment Total Events	$18,236	EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events	$127,110	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$332,869	DirectExpenseSummaryEventsAmt
Net Income Summary	-$197,640	NetIncomeSummaryAmt

Gaming Information GamingInformationGrp

Field	Value	IRS element (for citing)
Gross Revenue Other Gaming	$16,930	GrossRevenueOtherGamingAmt
Cash Prizes Other Gaming	$3,850	CashPrizesOtherGamingAmt
Volunteer Labor Other Gaming	false	VolunteerLaborOtherGamingInd
Gross Revenue Total Gaming	$16,930	GrossRevenueTotalGamingAmt
Cash Prizes Total Gaming	$3,850	CashPrizesTotalGamingAmt

Field	Value	IRS element (for citing)
States Where Gaming Conducted	NM	StatesWhereGamingConductedCd
Licensed	false	LicensedInd
Explanation If No	ONE TIME PER YEAR GAMING ACTIVITY.	ExplanationIfNoTxt
License Suspended Etc	false	LicenseSuspendedEtcInd
Gaming With Nonmembers	Yes (true)	GamingWithNonmembersInd
Member Of Other Entity	false	MemberOfOtherEntityInd
Gaming Own Facility	0.0	GamingOwnFacilityPct
Gaming Other Facility	1.0	GamingOtherFacilityPct
Individual With Books	Carrie Brewster Moritomo	IndividualWithBooksNm

Persons With Books US Address PersonsWithBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 26666	AddressLine1Txt
City	ALBUQUERQUE	CityNm
State Abbreviation	NM	StateAbbreviationCd
ZIP	871256666	ZIPCd

Field	Value	IRS element (for citing)
Cntrct With3rd Prty For Game Rev	false	CntrctWith3rdPrtyForGameRevInd

Gaming Manager Business Name GamingManagerBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Carrie Brewster Moritomo	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Gaming Manager Compensation	$0	GamingManagerCompensationAmt
Gaming Manager Services Prov	Overseeing the Laughter fundraising event, including the raffle.	GamingManagerServicesProvTxt
Gaming Manager Is Employee	Yes (X)	GamingManagerIsEmployeeInd
Charitable Distribution Rqr	false	CharitableDistributionRqrInd
Distributed	$0	DistributedAmt

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (true)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (29 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt	Non Cash AssistanceNonCashAssistanceAmt	Valuation Method UsedValuationMethodUsedDesc	Non Cash AssistanceNonCashAssistanceDesc
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(c)(3)	$1,050,087	OTHER HEALTHCARE SUPPORT
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(c)(3)	$539,851	Hospice House Operations
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(c)(3)	$504,896	Community Health
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(c)(3)	$376,441	Neueroscience Equipment
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(c)(3)	$375,000	Pres Trythall Natatorium
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(c)(3)	$252,405	Physicians Engagement
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(c)(3)	$150,000	Sterrad Sterilizer
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(c)(3)	$143,763	Nursing Scholarships
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(c)(3)	$134,916	NCCN EPIC Templates
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(c)(3)	$111,047	NICU Natus Retinal
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(c)(3)	$96,607	Tele Health
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(c)(3)	$89,505	SIM Center
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(c)(3)	$75,402	Pediatric Chronic Care
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(c)(3)	$71,026	PH ROVER FOR NURSING
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(c)(3)	$62,797	Emergency Patience Assistance
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(c)(3)	$59,849	Cancer Patient Assistance Fund
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(c)(3)	$49,572	Care Fund
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(c)(3)	$38,748	Pride
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(c)(3)	$36,866	Hospice House
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(c)(3)	$25,777	APC Event
Presbyterian Healthcare Services-Dan C Trigg Hospital
301 E Miel De Luna Ave	Tucumcari	NM	88401	850105601	501(c)(3)	$15,764	DCT Hospital
Presbyterian Healthcare Services-Espanola Hopsital
1010 Spruce St	Espanola	NM	87532	850105601	501(c)(3)	$103,615	EH Hospital
Presbyterian Healthcare Services-Santa Fe Medical Center
4981 Beckner Road	Santa Fe	NM	87507	850105601	501(c)(3)	$30,915	SFMC
Presbyterian Healthcare Services-Santa Fe Medical Center
4981 Beckner Road	Santa Fe	NM	87507	850105601	501(c)(3)	$126,438	SFMC Capital Campaign
Presbyterian Healthcare Services-Rio Rancho Medical Center
2400 Unser Blvd SE	Rio Rancho	NM	87124	850105601	501(c)(3)	$45,000	RMC BreastCareCapitalCampaign
Presbyterian Healthcare Services-Plains Regional Medical Center
2100 N Martin Luther King Jr Blvd	Clovis	NM	88101	850105601	501(c)(3)	$51,190	PRMC Hospital
Presbyterian Healthcare Services-Socorro General Hospital
1202 Highway 60 West	Socorro	NM	87801	850105601	501(c)(3)	$123,457	SGH Hospital
Presbyterian Healthcare Services-Santa Fe Medical Center
4981 Beckner Road	Santa Fe	NM	87507	850105601	501(c)(3)		Area of Greatest Need	$1,328	Donor Valued	Gift Basket
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(c)(3)		PH Downtown Transformation	$31,550	Donor Valued	Art

Field	Value	IRS element (for citing)
Total501c3 Org	1	Total501c3OrgCnt
Total Other Org	0	TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds.	FormAndLineReferenceDesc
Explanation	ANNUALLY: PRESBYTERIAN HEALTHCARE FOUNDATION (PHF) ANNOUNCES THE TIMEFRAME DURING WHICH IT WILL RECEIVE REQUESTS FOR ALLOCATIONS FROM PRESBYTERIAN HEALTHCARE SERVICES (PHS) FOR THE COMING FISCAL YEAR. THIS ANNOUNCEMENT IS POSTED ON PHS' WEBSITE. GUIDELINES FOR SUBMISSION OF REQUESTS ARE GIVEN. THESE REQUESTS ARE THEN REVIEWED AND APPROVED BY A SENIOR LEADER GROUP FROM PRESBYTERIAN HEALTHCARE SERVICES TO ENSURE ALL DISBURSEMENTS ALIGN WITH SYSTEM PRIORITIES. RECIPIENTS ARE NOTIFIED AND FUNDING TAKES PLACE THE FOLLOWING FISCAL YEAR. FUNDING FOR PHS PROGRAMS OCCURS AS FOLLOWS: DURING THE ALLOCATION YEAR, RECIPIENTS MAY SUBMIT INVOICES FOR EXPENSES RELATED TO THE APPROVED PROGRAM TO BE CHARGED DIRECTLY TO PHF OR MAY REQUEST REIMBURSEMENT FOR EXPENSES CHARGED DIRECTLY TO THEIR DEPARTMENT. IN THE LATTER SITUATION, DOCUMENTATION IS REQUIRED TO SUBSTANTIATE THE EXPENSE INCURRED. THE FUNDS MUST BE USED ONE YEAR FROM THE DATE THAT THEY ARE AWARDED. UNUSED ALLOCATIONS DO NOT CARRY OVER TO THE NEXT YEAR (WITHOUT PRIOR APPROVAL) AND ARE FORFEITED. ALLOCATIONS FOR ONGOING PROGRAMS MUST BE APPLIED FOR EACH YEAR.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Severance Payment	false	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	false	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	false	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	false	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	false	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	false	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	false	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	false	AnyNonFixedPaymentsInd
Initial Contract Exception	false	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 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
RICHARD SCOTT
PRESIDENT	$0	$367,303	$0	$81,498	$0	$8,096	$0	$19,800	$0	$32,050	$0	$508,747	$0	$0
AMIT GARG MD
DIRECTOR	$0	$781,726	$0	$1,571,888	$0	$1,260	$0	$16,500	$0	$16,441	$0	$2,387,815	$0	$0
DALE C MAXWELL
EX-OFFICIO DIRECTOR	$0	$1,991,910	$0	$1,290,957	$0	$837,813	$0	$377,412	$0	$21,466	$0	$4,519,558	$0	$379,190
LAUREN M CATES
EX-OFFICIO DIRECTOR (EFFECTIVE 12/8/2023)	$0	$620,125	$0	$150,504	$0	$81,790	$0	$42,107	$0	$33,879	$0	$928,405	$0	$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

Schedule J, Part I, Line 3

PRESBYTERIAN HEALTHCARE FOUNDATION (PHF) RELIES ON ITS PARENT, PRESBYTERIAN HEALTHCARE SERVICES (PHS), TO ESTABLISH THE COMPENSATION FOR THE PRESIDENT OF PHF. PHS EMPLOYS AN INDEPENDENT COMPENSATION CONSULTANT, A WRITTEN EMPLOYMENT CONTRACT, AND COMPENSATION STUDIES TO ENSURE THE COMPENSATION IS REASONABLE. FINALLY, THE PRESIDENT'S COMPENSATION IS APPROVED BY THE PHS CEO, BASED ON GUIDANCE RECEIVED FROM THE PHS BOARD'S INDEPENDENT EXECUTIVE COMPENSATION COMMITTEE.

Schedule J, Part II

DALE MAXWELL IS A PARTICIPANT IN A RETENTION AGREEMENT. IN 2023, $340,005 WAS DEFERRED UNDER THIS AGREEMENT FOR MR. MAXWELL BY A RELATED ORGANIZATION. This AMOUNT IS INCLUDED IN THE REPORTED DEFERRED COMPENSATION. ALSO, IN 2023, MR. MAXWELL RECEIVED A VESTED PAYMENT FROM THE RETENTION PLAN OF $379,190. THIS AMOUNT IS REPORTED IN CURRENT COMPENSATION, AS REQUIRED; AND IS ALSO INCLUDED IN COLUMN F OF SCHEDULE J.

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	2	ContributionCnt
Noncash Contributions Rpt F990	$31,550	NoncashContributionsRptF990Amt
Method Of Determining Revenues	Other - Valued by Donor	MethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Desc	Gift Baskets	Desc
Contribution	9	ContributionCnt
Noncash Contributions Rpt F990	$1,328	NoncashContributionsRptF990Amt
Method Of Determining Revenues	Other - Valued by Donor	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Any Property That Must Be Held	false	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	Yes (true)	ReviewProcessUnusualNCGiftsInd
Third Parties Used	false	ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

Schedule M, Part I, Line 31 GIFT ACCEPTANCE POLICY

PRESBYTERIAN HEALTHCARE FOUNDATION (PHF) WILL ACCEPT DONATIONS FOR UNRESTRICTED USE OR FOR ANY SPECIAL FUND THAT HAS BEEN ESTABLISHED, E.G. BUILDING, EQUIPMENT, RESEARCH, PATIENT CARE, SPECIFIC DEPARTMENTS OR HOSPITALS, ETC. PHF MAY ACCEPT A GIFT DESIGNATED FOR A SPECIFIC PURPOSE FOR WHICH NO SPECIAL FUND HAS BEEN ESTABLISHED IF IT IS WITHIN THE SCOPE OF PRESBYTERIAN HEALTHCARE SERVICES', RELATED ORGANIZATION'S, MISSION.

Schedule M, Part I Explanations of reporting method for number of contributions

Art - Works of art - Number of Contributions Other - Gift Baskets Number of Contributions

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (12 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Form 990, Part I, Line 6 TOTAL NUMBERS OF VOLUNTEERS	PRESBYTERIAN HEALTHCARE FOUNDATION CONDUCTS SEVERAL FUNDRAISING EVENTS AND NEEDS THE SERVICE OF SEVERAL HUNDRED VOLUNTEERS. VOLUNTEERS ARE AN INTEGRAL PART OF THE SUCCESS OF THESE FUNDRAISING EVENTS. FOR EXAMPLE, DURING DAFFODIL DAYS, VOLUNTEERS ASSIST IN PREPARATION OF FLOWERS FOR SALE AS WELL AS IN PROCESSING AND DELIVERY OF ORDERS. THE WORK INVOLVED IN THIS EVENT SPANS SEVERAL DAYS FROM PREPARATION OF THE FLOWERS TO FINAL SALES AND DELIVERIES. SOME VOLUNTEERS MAY WORK A FEW HOURS, WHILE OTHERS MAY WORK EACH DAY OF THE EVENT. FOR THE LAUGHTER IS THE BEST MEDICINE EVENT, VOLUNTEERS ARE PRIMARILY UTILIZED ON THE DAY OF THE EVENT. VOLUNTEERS ASSIST WITH PREPARATION OF THE EVENT SITE, ORGANIZATION OF AUCTION ITEMS, GUEST REGISTRATION, AND VARIOUS OTHER TASKS.
Form 990, Part III, Line 4d Description of other program services	(Expenses $ 2,901,756 including grants of $ 2,613,221)(Revenue $ 0) Presbyterian Healthcare Foundation exists to improve health. This focus has been unwavering since our founding in 1968 as one of the first 100 hospital foundations in the country. Throughout our 55-year history, donors have provided funding for four major areas: nursing/staff education, patient assistance (for transportation, lodging and other basic needs), program support and capital needs (facility construction/renovation and equipment). Philanthropy is increasingly supporting critical needs - patient-centered work which otherwise might not happen without donor support. Equally important, philanthropy helps to fund priority programs that aren't financially self-sustaining. Examples include Presbyterian Community health initiatives addressing food insecurity, substance use disorder and mental illness, and patient basic needs affecting health. We are proud that no portion of the gifts we receive supports fundraising or administrative expenses. This is because two endowments cover the cost of Foundation operations, allowing 100% of donor gifts to be directed to programs of interest to our donors. In 2023, the Foundation raised $7,206,319 and provided $4,740,933 in immediate funding to Presbyterian programs. Included in these amounts are cash, estate and in-kind contributions, and special-event income. As of December 2023, net assets were $128.1 million. Governance and Organization: The Foundation is governed by a 25-member Board of Directors. Members are nominated by the PHF Board Governance Committee and reflect a cross-section of business and community leaders. Nominations are approved by the PHF and PHS boards of directors. The Chair of the Foundation Board is an ex- officio member of the Presbyterian Central New Mexico Community Board of Trustees. The Foundation Board meets at least four times per year and has additional meetings as necessary. Interim decision-making is accomplished via the Executive Committee, which consists of the Board Chair, Chair Elect, Past Chair, Treasurer, Secretary and PHF President. The Foundation President also oversees the Presbyterian Volunteer Services programs for PHS Albuquerque, Rio Rancho and Santa Fe facilities, including 600+ active volunteers. These volunteers serve in a number of areas and positions throughout Presbyterian Medical Group clinics and at Presbyterian Hospital, Presbyterian Rust Medical Center, Presbyterian Kaseman Hospital and Presbyterian Santa Fe Medical Center. 1. Fundraising for Specific Programs: The Foundation solicits gifts from individuals, corporations and foundations, and coordinates fundraising campaigns and special events throughout the year to raise funds for both specific causes and general health system needs. These efforts include: * Major and Planned Gifts: The Foundation solicits transformational gifts through major and planned giving initiatives. Major gifts are defined as single or multi-year contributions of $10,000 or more and may be designated for capital and program needs. Funding can be immediately expendable or to create or supplement an endowed (permanent) fund. Planned gifts are most often given in the form of bequests (gift designation in a will or living trust), as well as retirement plan and life insurance beneficiary designations. Charitable gift annuities have also become more popular in recent years. In 2023, major and planned gifts totaled $1,679,429. Additional pledges in major and planned gifts were $2,705,389. Together, they accounted for 57 percent of total dollars raised by the Foundation. * Daffodil Days: This annual event is 41 years old. Each spring, with the help of hundreds of volunteers, fresh daffodils are prepared and sold throughout the community. Proceeds are directed to operations of the Presbyterian Robert Wertheim Hospice House, a 10-bed facility providing end-of-life (hospice) care. In 2023, Daffodil Days had net proceeds of $196,000. * Laughter is the Best Medicine: We celebrated the 25th and final year of this gala fundraiser in 2023. The event featured a silent auction, gourmet dinner and live entertainment from a comedian. Net proceeds of more than $450,000 were raised for a new education and simulation center, the Healthcare Advanced Learning Lab, or HALL, and other workforce development needs. * Cornerstone Campaign: The Community Cornerstone Campaign is Presbyterian Healthcare Foundation's annual fund drive focusing on gifts of less than $10,000 from community (non-employee) donors. Cornerstone is the backbone of the Foundation's fundraising efforts focusing on new donor acquisition and retention. The Foundation's Guardian Angel program, which seeks gifts in honor of any provider or staff member, is a key part of the Cornerstone program, recognizing that gratitude for an exceptional care experience is a primary motivator for philanthropy. * PRESGiving Campaign: PRESGiving is the annual employee campaign, seeking payroll, cash and paid time off contributions. The campaign has two primary components: 1) recruitment of new employee donors through the "Brilliance in the Basicsientation; and 2) a six-week fall campaign conducted in partnership with United Way of North Central New Mexico. PRESGiving contributions to PHF typically total around $1 million annually for programs and needs throughout Presbyterian. 2. Philanthropic Impact: The Foundation directed significant funding in 2023 for its four historical priorities: 1) nursing/staff education; 2) patient assistance; 3) equipment; and 4) programs. In keeping with its longstanding philosophy that the best gift we can provide patients is a compassionate, well-trained workforce, the Foundation funded 100+ scholarships for nurses and other staff to pursue bachelor's and advanced degrees. Additional funds supported continuing education activities necessary for staff to earn or maintain specialty certifications, or acquire new skills or knowledge to provide cutting-edge care, following best practice. Patient assistance funds supported transportation, lodging and other critical needs, so patients can complete their treatment - without having to prioritize daily living needs over potentially lifesaving healthcare. A wide range of equipment needs - for example, a retinal camera for infants, cardiac imaging technology, and orthopedic and rehabilitation tools - were funded. An example of a program fully funded by donors was the Presbyterian Pace Academy, which has a full-time teacher who helps hospitalized children keep up with their school work. Fundraising is ongoing for both the Pace Academy and the Presbyterian Robert Wertheim Hospice House, which opened in late 2022 as the only full-service, residential hospice facility in central New Mexico, following donor support to fully fund the $3.6 million project. The Robert Wertheim Hospice House's first full year of operations in 2023 was supported, in part, by $539,851 from Foundation donors. The 10-bed facility provided end-of-life care to more than 200 patients in 2023. Community Health is a top fundraising priority for the Foundation. Funds totaling $504,896 were provided in 2023 for core Community Health programs addressing social determinants of health, including: the Food Farmacy, a referral-based food pantry serving more than 280 patients at two sites; the Peer Support Specialist program, which employs certified peer support specialists with "lived experience pairs them with patients struggling with mental health, psychological trauma or substance use; and emergency funding for those in need including housing down payments, utility expenses, car repairs and emergency housing.
Form 990, Part V, Line 2a NUMBER OF EMPLOYEES REPORTED ON FORM W-3	THIS ENTITY DOES NOT HAVE ANY DIRECT EMPLOYEES. ALL PAYROLL IS CENTRALIZED THROUGH A RELATED EXEMPT ORGANIZATION, PRESBYTERIAN HEALTHCARE SERVICES (PHS) EIN: 85-0105601. PHS ACTS AS A COMMON PAY AGENT FOR ALL OF ITS RELATED EXEMPT ORGANIZATIONS. THE EMPLOYEES ARE PAID UNDER PHS' EMPLOYER ID. PAYROLL TAXES AND BENEFIT PLANS ARE ALSO CENTRALIZED THROUGH PHS. SALARY EXPENSE REPORTED ON THIS RETURN REPRESENTS AN ALLOCATION OF SALARIES AND WAGES PAID BY PHS. FORM 941 REPORTING SALARIES AND WAGES IS FILED UNDER THE PRESBYTERIAN HEALTHCARE SERVICES EIN: 85-0105601.
Form 990, Part V, Line 3a UNRELATED BUSINESS INCOME OF $1000 OR MORE	FORM 990-T IS BEING FILED TO CARRY FORWARD PREVIOUSLY GENERATED NET OPERATING LOSSES TO THE CURRENT YEAR.
Form 990, Part VI, Line 15a Form 990, Part VI, Line 15b	PRESBYTERIAN HEALTHCARE FOUNDATION (PHF) HAS NO EMPLOYEES AND DOES NOT ESTABLISH OR PAY COMPENSATION. ALL EXECUTIVES' COMPENSATION IS REVIEWED BY AN INDEPENDENT EXTERNAL CONSULTING FIRM RETAINED BY THE EXECUTIVE COMPENSATION COMMITTEE OF THE PRESBYTERIAN HEALTHCARE SERVICES (PHS) BOARD. THE COMMITTEE'S REVIEW PROCESS AND RECOMMENDATIONS ARE PRESERVED IN THEIR MINUTES. THE EXECUTIVE COMPENSATION COMMITTEE CONSISTS OF INDEPENDENT BOARD MEMBERS OF THE PHS GOVERNING BOARD. PHS MANAGEMENT USES THE DATA FROM THE EXTERNAL CONSULTING FIRM AND RECOMMENDATIONS FROM THE INDEPENDENT COMPENSATION COMMITTEE TO ESTABLISH APPROPRIATE COMPENSATION FOR ALL EXECUTIVES. ALL OF THE DATA LEADING TO THESE COMPENSATION DECISIONS IS MAINTAINED BY THE PHS HUMAN RESOURCES DIRECTOR.
Form 990, Part VI, Line 7a Members or stockholders electing members of governing body	PRESBYTERIAN HEALTHCARE FOUNDATION HAS NO MEMBERS OR SHAREHOLDERS. PHS APPOINTS PHF BOARD MEMBERS, AND PHS HAS TO APPROVE ANY CHANGES TO PHF BYLAWS OR ARTICLES.
Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders	PRESBYTERIAN HEALTHCARE FOUNDATION HAS NO MEMBERS OR SHAREHOLDERS. PHS APPOINTS PHF BOARD MEMBERS, AND PHS HAS TO APPROVE ANY CHANGES TO PHF BYLAWS OR ARTICLES.
Form 990, Part VI, Line 11b Review of form 990 by governing body	PRESBYTERIAN HEALTHCARE FOUNDATION (PHF) UTILIZES A MULTI-LEVEL REVIEW PROCESS DURING PREPARATION AND SUBMISSION OF THE ANNUAL FORM 990. THE FIRST DRAFT OF FORM 990 IS PREPARED BY A NATIONAL ACCOUNTING FIRM, BASED ON INFORMATION PROVIDED BY THE PRESBYTERIAN HEALTHCARE SERVICES (PHS) TAX DIRECTOR. THIS INFORMATION IS GATHERED FROM NUMEROUS SOURCES ACROSS THE ORGANIZATION, INCLUDING FINANCE, GOVERNANCE, LEGAL, COMMUNICATIONS, ETC. THIS FIRST DRAFT IS REVIEWED ON A LINE-BY-LINE DETAIL LEVEL BY THE TAX DIRECTOR. IN ADDITION, ALL COMPENSATION-RELATED DATA IS REVIEWED IN DETAIL BY THE SENIOR VICE PRESIDENT OVER HUMAN RESOURCES FOR PHS. ALL FEEDBACK FROM THESE REVIEWS IS ACCUMULATED BY THE PHS TAX DIRECTOR AND CONVEYED TO THE ACCOUNTING FIRM FOR INCLUSION IN A SECOND DRAFT OF THE COMPLETE FORM 990. THIS SECOND DRAFT IS REVIEWED AGAIN BY THE PHS TAX DIRECTOR, PHS GENERAL COUNSEL, THE PHS CFO, AND THE FOUNDATION'S PRESIDENT TO ENSURE THAT ALL REQUESTED CHANGES WERE INCORPORATED AND THAT NO ADDITIONAL MODIFICATIONS ARE FOUND TO BE NECESSARY. THIS FINAL DRAFT OF THE PHF FORM 990 IS THEN REVIEWED ONE MORE TIME BY THE PHS TAX DIRECTOR TO ENSURE ALL INFORMATION IS ACCURATE AND COMPLETE TO THE BEST OF THE TAX DIRECTOR'S KNOWLEDGE. THE RETURN IS THEN SIGNED BY PHS' CFO AND FILED WITH THE INTERNAL REVENUE SERVICE. ALL COMPENSATION SCHEDULES INCLUDED WITHIN THIS RETURN HAVE BEEN REVIEWED AND APPROVED BY THE EXECUTIVE COMPENSATION COMMITTEE OF THE GOVERNING BOARD OF PHS.
Form 990, Part VI, Line 12c Conflict of interest policy	CONFLICT OF INTEREST STATEMENTS ARE UPDATED ANNUALLY. BOARD MEMBERS AND OFFICERS ARE REQUIRED TO REMOVE THEMSELVES FROM CONFLICTS OR EXCUSE THEMSELVES FROM VOTES OR OTHER ACTIONS THAT MAY LEAVE ANY APPEARANCE OF NON-INDEPENDENCE. THE CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY BY THE PHS GOVERNANCE COMMITTEE AND REVISED IF APPROPRIATE. CONFLICT OF INTEREST REQUIREMENTS ARE REVIEWED WITH THE BOARD, THE OFFICERS, AND EACH COMMITTEE ANNUALLY, AND THE CODE OF CONDUCT IS REVIEWED AS PART OF THE BOARD'S COMPLIANCE TRAINING. THE BOARD AND EACH COMMITTEE IS REQUIRED TO MONITOR AND ENFORCE THE POLICY.
Form 990, Part VI, Line 19 Required documents available to the public	COPIES OF THE MOST CURRENT THREE YEARS' FORMS 990 ARE MAINTAINED AT PRESBYTERIAN HEALTHCARE SERVICES (PHS) MANAGEMENT LOCATIONS. THESE RETURNS ARE AVAILABLE FOR REVIEW OR PHOTOCOPY BY ANY INDIVIDUAL WHO REQUESTS SUCH. IN ADDITION, FORMS 990 ARE ALSO PUBLISHED ON WWW.GUIDESTAR.ORG AND AVAILABLE FREELY TO THE PUBLIC IN THIS MANNER. COPIES OF FINANCIAL STATEMENTS ARE AVAILABLE ON THE MUNICIPAL BOND WEBSITE (WWW.EMMA.MSRB.ORG). THE ORGANIZATION'S GOVERNING DOCUMENTS ARE AVAILABLE ON THE STATE ATTORNEY GENERAL'S WEBSITE. THE ORGANIZATION'S CONFLICT OF INTEREST POLICY IS NOT AVAILABLE TO THE PUBLIC.
Form 990, Part XI, Line 9 Other changes in net assets or fund balances	OTHER CHANGES IN NET ASSETS - 342400;
Form 990, Part XII, Line 2c Audit Selection Committee	THE AUDITORS ARE SELECTED BY PRESBYTERIAN HEALTHCARE SERVICES (PHS). THE SELECTED AUDITORS MEET WITH THE PHF FINANCE AND EXECUTIVE COMMITTEES TO DISCUSS THE AUDIT PROCEDURES AND THE AUDIT REPORT. THE FINANCE COMMITTEE CHAIRMAN PRESENTS THE PRESBYTERIAN HEALTHCARE FOUNDATION (PHF) AUDIT REPORT AT THE NEXT PHF BOARD MEETING FOR APPROVAL. THE PHS COMPLIANCE AND AUDIT COMMITTEE APPROVES AND ACCEPTS THE AUDIT REPORT.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Exempt Code SectionExemptCodeSectionTxt	Public Charity StatusPublicCharityStatusTxt	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Controlled OrganizationControlledOrganizationInd
PRESBYTERIAN HEALTHCARE SERVICES
PO BOX 26666	ALBUQUERQUE	NM	87125	850105601	HEALTHCARE	NM	501(c)(3)	3	NA	false
PRESBYTERIAN PROPERTIES
PO BOX 26666	ALBUQUERQUE	NM	87125	850414352	HOLDING CO.	NM	501(c)(2)		PHS	Yes (true)
BERNALILLO COUNTY HEALTHCARE COPR
PO BOX 26666	ALBUQUERQUE	NM	87125	237329437	AMBULANCE SVC	NM	501(c)(3)	10	PHS	Yes (true)
SOUTHWEST HEALTH FOUNDATION
PO BOX 26666	ALBUQUERQUE	NM	87125	850289728	PHS SUPPORT	NM	501(c)(3)	Type I	PHS	Yes (true)
SUMMITONE ENTERPRISES INC
PO BOX 26666	ALBUQUERQUE	NM	87125	922864082	ADMIN SERVICES	DE	501(c)(3)	7	PHS	Yes (true)

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	CHARITABLE REMAINDER UNITRUST	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Primary Activities	HOSPITAL SUPPORT	PrimaryActivitiesTxt
Legal Domicile State	NM	LegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

Field	Value	IRS element (for citing)
Business Name Line1	NA	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Entity Type	Trust	EntityTypeTxt

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	false	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	Yes (true)	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	Yes (true)	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	false	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	false	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	false	DivRelatedOrganizationInd
Asset Sale To Other Org	false	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	false	AssetPurchaseFromOtherOrgInd
Asset Exchange	false	AssetExchangeInd
Rental Of Facilities To Oth Org	false	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	false	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	false	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	Yes (true)	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	Yes (true)	SharingOfFacilitiesInd
Paid Employees Sharing	Yes (true)	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	Yes (true)	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	false	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	Yes (true)	TransferToOtherOrgInd
Transfer From Other Org	false	TransferFromOtherOrgInd