PRESBYTERIAN HEALTHCARE FOUNDATION: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- PRESBYTERIAN HEALTHCARE FOUNDATION (EIN 85-6016041)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-14
- IRS object ID
- 202243189349303779
- Schema version
- 2021v4.2
- 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 | 2022-11-14T08:48:20-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
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 AVE STE 2000 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | 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) |
|---|---|---|
| In Care Of | % KEVIN NOWELL CPA | InCareOfNm |
| 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 | 2022-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JAMES | PersonFirstNm |
| Person Last | NOBLE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PATRICK SHIELDS | PreparerPersonNm |
| PTIN | P01508556 | PTIN |
| Phone | 2149698000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Dale Maxwell | PrincipalOfficerNm |
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 | $41,627,365 | 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 | SEE SCHEDULE O | ActivityOrMissionDesc |
| Voting Members Governing Body | 31 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 27 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 221 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $7,126,815 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,827,555 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $5,647,560 | PYInvestmentIncomeAmt |
| CY Investment Income | $8,329,717 | CYInvestmentIncomeAmt |
| PY Other Revenue | $123,887 | PYOtherRevenueAmt |
| CY Other Revenue | $20,187 | CYOtherRevenueAmt |
| PY Total Revenue | $12,898,262 | PYTotalRevenueAmt |
| CY Total Revenue | $16,177,459 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,641,629 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $4,123,861 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,741,967 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,950,563 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $26,000 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,012,569 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,141,626 | PYOtherExpensesAmt |
| CY Other Expenses | $1,119,481 | CYOtherExpensesAmt |
| PY Total Expenses | $6,525,222 | PYTotalExpensesAmt |
| CY Total Expenses | $7,219,905 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $6,373,040 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $8,957,554 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $121,777,890 | TotalAssetsBOYAmt |
| Total Assets EOY | $137,827,322 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $558,450 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $729,331 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $121,219,440 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $137,097,991 | 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 | $580,000 | ExpenseAmt |
| Grant | $580,000 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | THE FOUNDATION IDENTIFIED THE GROWTH OF THE PRESBYTERIAN NEUROSCIENCE PROGRAM AS A FUNDRAISING PRIORITY, IN ALIGNMENT WITH PHS PRIORITIES - AND IN RECOGNITION OF THE NEED TO GROW THE BREADTH OF THIS CARE AREA AND REDUCE THE NEED FOR NEW MEXICANS TO LEAVE THE STATE FOR THIS IMPORTANT SPECIALTY CARE. A VOLUNTEER TASK FORCE COMPRISED OF FOUNDATION BOARD MEMBERS WAS ASSEMBLED TO LEAD FUNDRAISING TOWARD A $5.0 MILLION WORKING GOAL. A $2.0 MILLION GIFT CREATED PRESBYTERIAN'S FIRST PHYSICIAN ENDOWED CHAIR FOR THE NEUROSCIENCE PROGRAM. ADDITIONAL DOLLARS WERE RAISED AND DIRECTED TO TECHNOLOGY AND EQUIPMENT FOR PRESBYTERIAN HOSPITAL TO ENHANCE NEUROSURGERY CAPABILITIES. FUNDRAISING CONTINUES TOWARD OTHER NEEDS, ULTIMATELY TO MAKE NEUROSCIENCE CARE MORE ACCESIBLE TO PEOPLE THROUGHOUT NEW MEXICO FOR A WIDE RANGE OF CONDITIONS OF THE BRAIN, SPINAL CORD, AND SUPPORTING NERVES AND BLOOD VESSELS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $509,183 | ExpenseAmt |
| Grant | $509,183 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | THE FOUNDATION FULFILLED A $1 MILLION COMMITMENT, INCLUDING NEW GIFTS/PLEDGES AND ALLOCATION OF UNRESTRICTED DOLLARS, TOWARD THE $4.5 MILLION CONSTRUCTION OF THE NEW PRESBYTERIAN BREAST CARE LOCATION IN PRESBYTERIAN RUST MEDICAL CENTER'S PHYSICIAN OFFICE BUILDING. THE NEW LOCATION BRINGS TOGETHER SCREENING, DIAGNOSIS AND TREATMENT OPTIONS FOR BREAST CANCER AND NON-MALIGNANT BREAST DISEASE. CARE IS PROVIDED BY A TEAM OF MULTIDISCIPLINARY SPECIALISTS FROM PRESBYTERIAN MEDICAL GROUP AND RADIOLOGY ASSOCIATES OF ALBUQUERQUE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $330,786 | ExpenseAmt |
| Grant | $330,786 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | THE FOUNDATION HAS PRIORITIZED THE HEALTH AND WELL-BEING OF PROVIDERS AND STAFF, RECOGNIZING THAT BURNOUT, EXTREME FATIGUE, AND ASSOCIATED ISSUES HAVE SKYROCKETED DURING THE PANDEMIC WITH THE MAJORITY OF HEALTHCARE WORKERS NOW REPORTING CHALLENGES IN THESE AREAS. IN 2021, THE FOUNDATION AWARDED $411,198 TO NURSING AND PHYSICIAN ENGAGEMENT EFFORTS. AMONG THE FUNDED PROGRAMS WERE RENEW, A FOUR-DAY PROGRAM FOR FRONTLINE NURSES; "RELATIONS", A COMMUNICATIONS TRAINING SERIES FOR PROVIDERS AND STAFF; AND "ECHO BURNOUT", A PROGRAM THAT USES TELECONFERENCING TECHNOLOGY TO CONNECT A CONTENT SPECIALIST WITH PARTICIPANTS. THE "ECHO BURNOUT" WAS EXPANDED WITH SEPARATE VERSIONS FOR PROVIDERS AND NON-CLINICAL STAFF. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $2,898,272 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $2,703,892 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $4,318,241 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| 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 | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | 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 |
| 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 | 31 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 27 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEVIN NOWELL CPA | PersonNm |
| 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 (31 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 |
|---|---|---|---|---|---|---|---|
| DALE C MAXWELL | |||||||
| EX-OFFICIO DIRECTOR | 1.0 | 42.0 | Yes (X) | Yes (X) | $0 | $2,722,979 | $307,605 |
| DANIEL FRIEDMAN MD | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $530,573 | $33,717 | |
| CHRISTOPHER SPENCER | |||||||
| DIRECTOR, TREASURER | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $356,911 | $41,666 |
| RICHARD J SCOTT | |||||||
| PRESIDENT | 40.0 | 0.0 | Yes (X) | Yes (X) | $0 | $322,840 | $50,220 |
| KIRBY JEFFERSON | |||||||
| EX-OFFICIO DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $8,000 | $0 | |
| KYLE ARMSTRONG | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| NATHAN ARMSTRONG | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| MOLLY BACHECHI | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| JULIA B BOWDICH | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| V SUE CLEVELAND EdD | |||||||
| DIRECTOR, CHAIR ELECT | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL D FRECCIA | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| CHOUDARY GANGA MD | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| HELEN GREVEY | |||||||
| DIRECTOR, SECRETARY | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ANDREA HANSON | |||||||
| DIRECTOR, PAST CHAIR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| TREVOR HATCHELL | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| JAMES HAYNES | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| MARGARET JORGENSEN | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| ROBERT A JUNG | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| BART KINNEY III | |||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| W ROBERT LASATER | |||||||
| DIRECTOR, CHAIR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| ROBERT F MELENDEZ MD | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| SHIRLEY MORRISON | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| STEVE NAKAMURA | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| SCOTT PIERCE PHD | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| JOHN ROCHESTER | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| MIKE SILVA | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| SONYA SMITH | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| SHELLY STEPENASKIE MD | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| LORETTA TRAVELI | |||||||
| EX-OFFICIO DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| CHAD WORTHEN | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| JAMES ZANIOS | |||||||
| DIRECTOR | 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 | $3,941,303 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $433,208 | 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
Contractor Name ContractorName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ONE TEAM LEADERSHIP LLC | PersonNm |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6805 CARNEGIE BLVD STE 225 | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28211 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | CONSULTING SERVICE | ServicesDesc |
| Compensation | $247,691 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $578,888 | FundraisingAmt |
| Related Organizations | $57,500 | RelatedOrganizationsAmt |
| All Other Contributions | $7,191,167 | AllOtherContributionsAmt |
| Noncash Contributions | $129,316 | NoncashContributionsAmt |
| Total Contributions | $7,827,555 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,216,426 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,216,426 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $33,561 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $4,796 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $28,765 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $28,765 | TotalRevenueColumnAmt |
| Exclusion | $28,765 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $30,535,679 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $25,240,388 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,295,291 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,113,291 | TotalRevenueColumnAmt |
| Exclusion | $5,113,291 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $188,834 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $578,888 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $201,067 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$12,233 | TotalRevenueColumnAmt |
| Exclusion | -$12,233 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $7,310 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $3,655 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,655 | TotalRevenueColumnAmt |
| Exclusion | $3,655 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,177,459 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $8,349,904 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,123,861 | TotalAmt |
| Program Services | $4,123,861 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,950,563 | TotalAmt |
| Program Services | $194,380 | ProgramServicesAmt |
| Management And General | $1,202,444 | ManagementAndGeneralAmt |
| Fundraising | $553,739 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
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 |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,000 | TotalAmt |
| Fundraising | $26,000 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $233,515 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $233,515 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $440,094 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $233,190 | ManagementAndGeneralAmt |
| Fundraising | $206,904 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,052 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $17,026 | ManagementAndGeneralAmt |
| Fundraising | $17,026 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
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 | $0 | TotalAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,538 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $2,769 | ManagementAndGeneralAmt |
| Fundraising | $2,769 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| CORPORATE ALLOCATION | $246,082 | $0 | $123,041 | $123,041 |
| BUSINESS MILEAGE | $1,346 | $0 | $673 | $673 |
| BUSINESS MEALS | $5,952 | $0 | $2,976 | $2,976 |
| COMMUNITY BENEFIT-ADMIN | $17,000 | $0 | $8,500 | $8,500 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,980 | TotalAmt |
| Fundraising | $5,980 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,219,905 | TotalAmt |
| Program Services | $4,318,241 | ProgramServicesAmt |
| Management And General | $1,889,095 | ManagementAndGeneralAmt |
| Fundraising | $1,012,569 | 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 | $3,096,006 | BOYAmt |
| EOY | $2,437,384 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,044,569 | BOYAmt |
| EOY | $2,184,301 | 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 | $542,338 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $208,924 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $338,210 | BOYAmt |
| EOY | $333,414 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $115,555,782 | BOYAmt |
| EOY | $132,003,914 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
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 | $743,323 | BOYAmt |
| EOY | $868,309 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $121,777,890 | BOYAmt |
| EOY | $137,827,322 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,058 | BOYAmt |
| EOY | $32,861 | 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 | $517,392 | BOYAmt |
| EOY | $696,470 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $558,450 | BOYAmt |
| EOY | $729,331 | 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 | $61,581,027 | BOYAmt |
| EOY | $69,028,991 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,638,413 | BOYAmt |
| EOY | $68,069,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $121,219,440 | BOYAmt |
| EOY | $137,097,991 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $121,777,890 | BOYAmt |
| EOY | $137,827,322 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $8,957,554 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $6,418,854 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $502,143 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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 | $4,806,615 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,754,098 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,448,849 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,126,815 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,827,555 | CurrentTaxYearAmt |
| Total | $32,963,932 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,806,615 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,754,098 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,448,849 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,126,815 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,827,555 | CurrentTaxYearAmt |
| Total | $32,963,932 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $4,040,811 | SubstantialContributorsTotAmt |
| Public Support Total170 | $28,923,121 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,997,958 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,454,906 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,496,649 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,929,030 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,249,987 | CurrentTaxYearAmt |
| Total | $13,128,530 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $61,090 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $26,969 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $87,631 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $175,690 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $46,268,152 | TotalSupportAmt |
| Public Support CY170 | 0.62512 | PublicSupportCY170Pct |
| Public Support PY170 | 0.60044 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| 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 |
| Other Expenditures | $1,692,213 | OtherExpendituresAmt |
| Administrative Expenses | $2,853,963 | AdministrativeExpensesAmt |
| End Year Balance | $110,267,638 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 |
| Other Expenditures | $1,040,439 | OtherExpendituresAmt |
| Administrative Expenses | $2,632,629 | AdministrativeExpensesAmt |
| End Year Balance | $97,499,965 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 |
| Other Expenditures | $1,402,523 | OtherExpendituresAmt |
| Administrative Expenses | $2,690,522 | AdministrativeExpensesAmt |
| End Year Balance | $89,981,902 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $85,010,180 | BeginningYearBalanceAmt |
| Contributions | $2,919,478 | ContributionsAmt |
| Investment Earnings Or Losses | -$4,481,917 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,578,077 | OtherExpendituresAmt |
| Administrative Expenses | $681,082 | AdministrativeExpensesAmt |
| End Year Balance | $80,188,582 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $75,145,005 | BeginningYearBalanceAmt |
| Contributions | $1,187,522 | ContributionsAmt |
| Investment Earnings Or Losses | $12,033,227 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,323,244 | OtherExpendituresAmt |
| Administrative Expenses | $1,032,330 | AdministrativeExpensesAmt |
| End Year Balance | $85,010,180 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.57000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.30000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.13000 | 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 | $239,358 | OtherCostOrOtherBasisAmt |
| Book Value | $239,358 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $222,230 | OtherCostOrOtherBasisAmt |
| Depreciation | $208,924 | DepreciationAmt |
| Book Value | $13,306 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovementsGrp | |
| Equipment | EquipmentGrp |
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 | $333,414 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE FROM PHS | $632,987 |
| ANNUITY OBLIGATIONS | $63,483 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $696,470 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $23,218,408 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $6,418,854 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $373,898 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $475,712 | OtherRevenueAmt |
| Revenue Not Reported | $7,268,464 | RevenueNotReportedAmt |
| Revenue Subtotal | $15,949,944 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $227,515 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $227,515 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $16,177,459 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $7,339,856 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $373,898 | DonatedServicesUseFcltsAmt |
| Prior Year Adjustments | -$20,432 | PriorYearAdjustmentsAmt |
| Expenses Not Reported | $353,466 | ExpensesNotReportedAmt |
| Expenses Subtotal | $6,986,390 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $233,515 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $233,515 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $7,219,905 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PART V, LINE 4 | 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 | 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, 2021 AND 2020, THE FOUNDATION DETERMINED THAT NO PROVISIONS IS REQUIRED FOR UNCERTAIN TAX POSITIONS. |
| SCHEDULE D, PART XI, LINE 2D | RECONCILIATION - OTHER ITEMS FUNDRAISING EXPENSES $ 204,722 RENTAL EXPENSES $ 4,796 OTHER $ 266,194 ------------- TOTAL $ 475,712 |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | QCSS INC | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21925 FIELD PKWY | AddressLine1Txt |
| Address Line2 | SUITE 210 | AddressLine2Txt |
| City | DEER PARK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60010 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | TELEMKTG FUNDRAISING | ActivityTxt |
| Fundraiser Control Of Funds | false | FundraiserControlOfFundsInd |
| Retained By Contractor | $26,000 | RetainedByContractorAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $26,000 | TotalRetainedByContractorsAmt |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | LAUGHTER | Event1Nm |
| Gross Receipts Event1 | $546,758 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $431,407 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $115,351 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $0 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $0 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $80,408 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $47,314 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $24,000 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $17,344 | OtherDirectExpensesEvent1Amt |
| Event2 | DAFFODIL DAYS | Event2Nm |
| Gross Receipts Event2 | $220,964 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $147,481 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $73,483 | GrossRevenueEvent2Amt |
| Cash Prizes Event2 | $0 | CashPrizesEvent2Amt |
| Non Cash Prizes Event2 | $0 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $0 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $0 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $0 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $32,001 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 0 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $0 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $0 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $0 | GrossRevenueOtherEventsAmt |
| Cash Prizes Other Events | $0 | CashPrizesOtherEventsAmt |
| Non Cash Prizes Other Events | $0 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $0 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $0 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $0 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $0 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $767,722 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $578,888 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $188,834 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $0 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $0 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $80,408 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $47,314 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $24,000 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $49,345 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $201,067 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$12,233 | NetIncomeSummaryAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation If No | SEE SUPPLEMENTAL PAGE | ExplanationIfNoTxt |
Persons With Books US Address PersonsWithBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9521 SAN MATEO BLVD NE | AddressLine1Txt |
| City | ALBUQUERQUE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87113 | ZIPCd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (31 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|---|---|---|---|
| Presbyterian Healthcare Services | |||||||||
| PO Box 26666 | Albuquerque | NM | 87125 | 850105601 | 501(C)(3) | $509,183 | COVID RESPONSE | ||
| Presbyterian Healthcare Services | |||||||||
| PO Box 26666 | Albuquerque | NM | 87125 | 850105601 | 501(C)(3) | $504,090 | Provide Support, Fund Equipment, Education, and Other Healthcare Activities | ||
| Presbyterian Healthcare Services | |||||||||
| PO Box 26666 | Albuquerque | NM | 87125 | 850105601 | 501(C)(3) | $330,786 | PEDIATRIC HEART BYPASS EQUIPMENT | ||
| Presbyterian Healthcare Services | |||||||||
| PO Box 26666 | Albuquerque | NM | 87125 | 850105601 | 501(C)(3) | $235,409 | NURSING ENGAGEMENT | ||
| Presbyterian Healthcare Services | |||||||||
| PO Box 26666 | Albuquerque | NM | 87125 | 850105601 | 501(C)(3) | $191,524 | COMMUNITY HEALTH | ||
| Presbyterian Healthcare Services | |||||||||
| PO Box 26666 | Albuquerque | NM | 87125 | 850105601 | 501(C)(3) | $175,789 | PHYSICIANS ENGAGEMENT | ||
| Presbyterian Healthcare Services | |||||||||
| PO Box 26666 | Albuquerque | NM | 87125 | 850105601 | 501(C)(3) | $154,000 | XPERT 80 MACHINE | ||
| Presbyterian Healthcare Services | |||||||||
| PO Box 26666 | Albuquerque | NM | 87125 | 850105601 | 501(C)(3) | $132,921 | APC RESIDENCY | ||
| Presbyterian Healthcare Services | |||||||||
| PO Box 26666 | Albuquerque | NM | 87125 | 850105601 | 501(C)(3) | $109,906 | PEDIATRIC CHRONIC CARE | ||
| Presbyterian Healthcare Services | |||||||||
| PO Box 26666 | Albuquerque | NM | 87125 | 850105601 | 501(C)(3) | $101,888 | PATHWAYS TO NURSING SCHOLARSHIP | ||
| Presbyterian Healthcare Services | |||||||||
| PO Box 26666 | Albuquerque | NM | 87125 | 850105601 | 501(C)(3) | $57,152 | CARE COORDINATION PATIENT ASSISTANCE FUND | ||
| Presbyterian Healthcare Services | |||||||||
| PO Box 26666 | Albuquerque | NM | 87125 | 850105601 | 501(C)(3) | $44,779 | CARE FUND | ||
| Presbyterian Healthcare Services | |||||||||
| PO Box 26666 | Albuquerque | NM | 87125 | 850105601 | 501(C)(3) | $44,459 | EMERGENCY PATIENTS ASSISTANCE | ||
| Presbyterian Healthcare Services | |||||||||
| PO Box 26666 | Albuquerque | NM | 87125 | 850105601 | 501(C)(3) | $36,428 | CANCER PAITENT ASSISTANCE | ||
| Presbyterian Healthcare Services | |||||||||
| PO Box 26666 | Albuquerque | NM | 87125 | 850105601 | 501(C)(3) | $24,783 | PRIDE | ||
| Presbyterian Healthcare Services | |||||||||
| PO Box 26666 | Albuquerque | NM | 87125 | 850105601 | 501(C)(3) | $18,190 | INCLUSION AND DIVERSITY TRAINING | ||
| Presbyterian Healthcare Services | |||||||||
| PO Box 26666 | Albuquerque | NM | 87125 | 850105601 | 501(C)(3) | $13,756 | OR SURGERY CAMERA | ||
| Presbyterian Healthcare Services | |||||||||
| PO Box 26666 | Albuquerque | NM | 87125 | 850105601 | 501(C)(3) | $12,773 | TIMS 500 ENDOSCOPY | ||
| Presbyterian Healthcare Services | |||||||||
| PO Box 26666 | Albuquerque | NM | 87125 | 850105601 | 501(C)(3) | $9,624 | WORKFORCE ENGAGEMENT | ||
| Presbyterian Healthcare Services | |||||||||
| PO Box 26666 | Albuquerque | NM | 87125 | 850105601 | 501(C)(3) | $6,288 | KASEMAN RENAL SERVICES | ||
| Presbyterian Healthcare Services | |||||||||
| PO Box 26666 | Albuquerque | NM | 87125 | 850105601 | 501(C)(3) | $6,150 | NEURO EEG TECH PROF DEVELOPMENT | ||
| Presbyterian Healthcare Services | |||||||||
| PO Box 26666 | Albuquerque | NM | 87125 | 850105601 | 501(C)(3) | $5,642 | HOSPICE BEREAVEMENT | ||
| Presbyterian Healthcare Services | |||||||||
| PO Box 26666 | Albuquerque | NM | 87125 | 850105601 | 501(C)(3) | $5,550 | ALBUQUERQUE AMBULANCE | ||
| Presbyterian Healthcare Services-SANTA FE | |||||||||
| 4891 BECKNER ROAD | SANTA FE | NM | 87507 | 850105601 | 501(C)(3) | $128,775 | SFNC CAPITAL CAMPAIGN | ||
| Presbyterian Healthcare Services - SANTA FE | |||||||||
| 4981 BECKNER ROAD | SANTA FE | NM | 87507 | 850105601 | 501(C)(3) | $19,321 | SFMC | ||
| Presbyterian Healthcare Services - ESPANOLA HOSP | |||||||||
| 1010 SPRUCE ST | ESPANOLA | NM | 87532 | 850105601 | 501(C)(3) | $11,967 | ESPANOLA HOSPITAL | ||
| Presbyterian Healthcare Services-Socorro | |||||||||
| 1202 Highway 60 West | Socorro | NM | 87801 | 850105601 | 501(C)(3) | $55,705 | SGH Hospital | ||
| Presbyterian Healthcare Services-DCTH | |||||||||
| 301 E Miel De Luna Ave | Tucumcari | NM | 88401 | 850105601 | 501(C)(3) | $33,810 | DCT Hospital | ||
| Presbyterian Healthcare Services-RRMC | |||||||||
| 2400 Unser Blvd SE | Rio Rancho | NM | 87124 | 850105601 | 501(C)(3) | $40,000 | RRMC | ||
| Presbyterian Healthcare Services | |||||||||
| PO Box 26666 | Albuquerque | NM | 87125 | 850105601 | 501(C)(3) | $122,215 | VARIOUS COMMUNITY PROGRAMS | DONOR VALUED | FOOD, ART, JEWELRY |
| Presbyterian Healthcare Services-RRMC | |||||||||
| 2400 Unser Blvd SE | Rio Rancho | NM | 87124 | 850105601 | 501(C)(3) | $5,750 | VARIOUS COMMUNITY PROGRAMS | Donor Valued | ART, FOOD, Clothing |
| 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 | SHEDULE I, PART I, LINE 2 | 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 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. 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DANIEL FRIEDMAN MD | ||||||||||||||
| DIRECTOR | $0 | $434,450 | $0 | $66,616 | $0 | $29,507 | $0 | $17,412 | $0 | $16,305 | $0 | $564,290 | $0 | $0 |
| CHRISTOPHER SPENCER | ||||||||||||||
| DIRECTOR, TREASURER | $0 | $260,383 | $0 | $90,396 | $0 | $6,132 | $0 | $17,400 | $0 | $24,266 | $0 | $398,577 | $0 | $0 |
| DALE C MAXWELL | ||||||||||||||
| EX-OFFICIO DIRECTOR | $0 | $1,418,464 | $0 | $1,290,583 | $0 | $13,932 | $0 | $285,687 | $0 | $21,918 | $0 | $3,030,584 | $0 | $103,625 |
| RICHARD J SCOTT | ||||||||||||||
| PRESIDENT | $0 | $258,139 | $0 | $63,329 | $0 | $1,372 | $0 | $17,400 | $0 | $32,820 | $0 | $373,060 | $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 AGREEEMENT WITH A RELATED ORGANIZATION. IN 2021, $271,702 WAS DEFERRED UNDER THIS AGREEMENT FOR MR. MAXWELL. THIS AMOUNT IS INCLUDED IN THE REPORTED DEFERRED COMPENSATION AMOUNT. ALSO, IN 2021, MR. MAXWELL RECEIVED A VESTED PAYMENT FROM THE RETENTION PLAN OF $103,625. THIS AMOUNT IS REPORTED IN CURRENT COMPENSATION, AS REQUIRED, AND IS ALSO INCLUDED IN SCHEDULE J, COLUMN F. |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 5 | ContributionCnt |
| Noncash Contributions Rpt F990 | $20,001 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | VALUED BY DONOR | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp |
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $79,505 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | VALUED BY DONOR | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp | |
| Securities Publicly Traded | SecuritiesPubliclyTradedGrp | |
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 9 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3,290 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | VALUED BY DONOR | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp |
Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | BUILDING SUPPLIES | 5 | $22,630 | VALUED BY DONOR |
| Yes (X) | GIFT BASKETS | 4 | $2,390 | VALUED BY DONOR |
| Yes (X) | JEWELRY | 1 | $1,500 | VALUED BY DONOR |
| 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 | 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, COLUMN (B) | PRESBYTERIAN HEALTHCARE FOUNDATION REPORTS THE NUMBER OF ITEMS RECEIVED IN COLUMN (B). |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (15 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 1 | 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. |
| FORM 990, PART I, LINE 6 | 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, LINES 4A TO 4C | PRESBYTERIAN HEALTHCARE FOUNDATION WAS FOUNDED IN 1968 AS ONE OF THE FIRST 100 HOSPITAL FOUNDATIONS IN THE COUNTRY. MORE THAN 53 YEARS LATER, WE REMAIN COMMITTED TO OUR GOAL OF IMPROVING HEALTH. THROUGHOUT OUR HISTORY, OUR FUNDRAISING HAS BEEN FOCUSED ON FOUR MAJOR AREAS: NURSING/STAFF EDUCATION, PATIENT BASIC NEEDS, PROGRAM SUPPORT AND CAPITAL NEEDS (FACILITY CONSTRUCTION/RENOVATION AND EQUIPMENT). SOMETIMES, CHARITABLE CONTRIBUTIONS PROVIDE CRITICAL SEED FUNDING TO LAUNCH NEW PROGRAMS AND COMPETE FOR EXTERNAL FUNDING - AS WAS THE CASE IN RECENT YEARS WITH NATIONALLY RECOGNIZED NURSING RESIDENCY AND PRESBYTERIAN COMMUNITY HEALTH PROGRAMS. OTHER TIMES, PHILANTHROPY CAN HELP TO LAUNCH AND SUSTAIN PROGRAMS THAT WOULD OTHERWISE BE NON-SUSTAINABLE WITH LIMITED OR NON-EXISTENT CLINICAL REVENUE. THE COST OF FOUNDATION OPERATIONS HAS BEEN SELF-FUNDED OVER THE PAST 20 YEARS, WHICH ALLOWS 100% OF DONOR GIFTS TO BE DIRECTED TO PROGRAMS WITH NOTHING REDIRECTED TO ADMINISTRATIVE OR FUNDRAISING EXPENSES. IN 2021, THE FOUNDATION RAISED MORE THAN $8.3 MILLION AND PROVIDED NEARLY $3.6 MILLION IN IMMEDIATE FUNDING TO PRESBYTERIAN PROGRAMS. INCLUDED IN THESE AMOUNTS ARE CASH, ESTATE AND IN-KIND CONTRIBUTIONS AND SPECIAL EVENT INCOME. NET ASSETS FOR THE FOUNDATION INCREASED BY $15.8 MILLION. AS OF DECEMBER, 2021, NET ASSETS WERE $137.1 MILLION. GOVERNANCE AND ORGANIZATION: THE FOUNDATION IS GOVERNED BY A 31-MEMBER BOARD OF DIRECTORS. MEMBERS ARE NOMINATED BY THE PHF BOARD GOVERNANCE COMMITTEE AND REFLECT A CROSS-SECTION OF COMMUNITY LEADERS. ALL NOMINATIONS ARE APPROVED BY THE PHF AND PHS BOARD. 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 OFFICERS INCLUDING THE BOARD CHAIR, CHAIR ELECT, THE PAST CHAIR, TREASURER, SECRETARY, PHF PRESIDENT, COMMITTEE CHAIRS AND VICE CHAIRS AND OTHERS AS APPOINTED BY THE BOARD CHAIR. THE FOUNDATION PRESIDENT ALSO OVERSEES PRESBYTERIAN VOLUNTEER SERVICES PROGRAMS FOR PHS ALBUQUERQUE, RIO RANCHO, AND SANTA FE FACILITIES, WHICH CURRENTLY BOASTS 600+ ACTIVE VOLUNTEERS. THESE VOLUNTEER 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. COMMUNITY BENEFIT: THE FOUNDATION SOLICITS GIFTS FROM INDIVIDUALS, CORPORATIONS AND FOUNDATIONS, AND FACILITATES FUNDRAISING CAMPAIGNS AND SPECIAL EVENTS THROUGHOUT THE YEAR TO RAISE FUNDS FOR SPECIFIC CAUSES AND GENERAL HOSPITAL NEEDS. THESE EFFORTS INCLUDE: . MAJOR AND PLANNED GIFTS: THE FOUNDATION SOLICITS TRANSFORMATIVE 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 ESTABLISHED AS IMMEDIATELY EXPENDABLE OR TO CREATE OR TO SUPPLEMENT AN ENDOWMED (PERMANENT) FUND. PLANNED GIFTS ARE MOST OFTEN GIVEN IN THE FORM OF BEQUESTS, AS WELL AS RETIREMENT AND LIFE INSURANCE BENEFICIARY DESIGNATIONS. IN 2021, MAJOR GIVING (DOLLARS RECEIVED AND DOCUMENTED PLEDGES) TOTALED $4,579,469 AND PLANNED GIFTS (DOLLARS RECEIVED AND DOCUMENTED PLEDGES) TOTALED $1,069,585. TOGETHER, THEY ACCOUNTED FOR 68 PERCENT OF TOTAL DOLLARS RAISED BY THE FOUNDATION. . DAFFODIL DAYS: THIS ANNUAL EVENT IS ALMOST 40 YEARS OLD. EACH SPRING, WITH THE HELP OF HUNDREDS OF VOLUNTEERS, FRESH DAFFODILS ARE PREPARED AND SOLD THROUGHOUT THE COMMUNITY. PROCEEDS ARE NOW DIRECTED TO OPERATIONS OF THE NEW PRESBYTERIAN ROBERT WERTHEIM HOSPICE HOUSE, WHICH OPENED IN 2022. IN 2021, DAFFODIL DAYS HAD NET PROCEEDS OF $193,000. . LAUGHTER IS THE BEST MEDICINE: EACH YEAR, THIS GALA EVENT RAISES FUNDS TO SUPPORT A PRIORITY PROJECT OF PRESBYTERIAN HEALTHCARE SERVICES. IN 2021 PROCEEDS WERE DIRECTED TO SUPPORT PRESBYTERIAN WOMEN'S CARE EFFORTS TO HELP MOTHERS AND BABIES AFFECTED BY SUBSTANCE USE DISORDERS. NET PROCEEDS TOTALED $384,779. . CORNERSTONE CAMPAIGN: THE COMMUNITY CORNERSTONE CAMPAIGN IS OUR 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. TWO OF THE CAMPAIGN'S PRIMARY INITIATIVES ARE THE GUARDIAN ANGEL GRATEFUL PATIENT PROGRAM AND THE BI-ANNUAL PHONE CAMPAIGN. . PRESGIVING CAMPAIGN: PRESGIVING IS THE ANNUAL CAMPAIGN THROUGH WHICH PRESBYTERIAN EMPLOYEES ARE ENCOURAGED TO GIVE CHARITABLE GIFTS PRIMARILY THROUGH PAYROLL DEDUCTIONS AND PAID TIME OFF. THIS EMPLOYEE CAMPAIGN HAS TWO PRIMARY COMPONENTS: 1) THE RECRUITMENT OF NEW EMPLOYEE DONORS THROUGH THE "BRILLIANCE IN THE BASICS ORIENTATION AND 2) A SIX-WEEK FALL CAMPAIGN CONDUCTED IN PARTNERSHIP WITH UNITED WAY OF CENTRAL NEW MEXICO. PRESGIVING CONTRIBUTIONS TO PHF TYPICALLY EXCEED PROGRAMS AND NEEDS THROUGHOUT PRESBYTERIAN. PHILANTHROPIC IMPACT: GIFTS TO PRESBYTERIAN HEALTHCARE FOUNDATION SUPPORT PROGRAMS, TECHNICAL INNOVATIONS, EDUCATIONAL OPPORTUNITIES, CAPITAL NEEDS (CONSTRUCTION/RENOVATION AND EQUIPMENT) AND PATIENT ASSISTANCE. THE FOUNDATION WORKS WITH HEALTHCARE LEADERSHIP TO IDENTIFY PRIORITY NEEDS. IN 2021, THE FOUNDATION COMPLETED FUNDRAISING FOR THE NEW PRESBYTERIAN ROBERT WERTHEIM HOSPICE HOUSE, WHICH OPENED IN 2022 AS THE FIRST FULL-SERVICE, RESIDENTIAL HOSPICE FACILITY IN CENTRAL NEW MEXICO. CONSTRUCTION OF THE 10-BED, $3.6 MILLION FACILITY WAS FUNDED ENTIRELY WITH CONTRIBUTIONS TO PRESBYTERIAN HEALTHCARE FOUNDATION. FUNDRAISING CONTINUES TOWARD THE FOUNDATION'S $500,000 ANNUAL OBLIGATION TOWARD THE OPERATIONS OF THE FACILITY, WHICH IS EXPECTED TO SERVE AS MANY AS 300 PATIENTS ANNUALLY. THE ROBERT WERTHEIM HOSPICE HOUSE FILLS A LONG-STANDING GAP IN OUR COMMUNITY, PROVIDING AN IMPORTANT END-OF-LIFE RESOURCE FOR DYING PATIENTS AND THEIR FAMILIES. PRESBYTERIAN HEALTHCARE FOUNDATION ALSO LAUNCHED A MAJOR FUNDRAISING EFFORT TO INCREASE THE SCOPE OF THE PRESBYTERIAN NEUROSCIENCE PROGRAM AND REDUCE THE NEED FOR PATIENTS TO LEAVE NEW MEXICO FOR THIS SPECIALTY CARE. (NEUROSCIENCE TREATS CONDITIONS OF THE BRAIN, SPINAL CORD, AND SUPPORTING NERVES AND BLOOD VESSELS, INCLUDING HEADACHES, SEIZURE DISORDERS AND STROKES.) A WORKING GROUP WAS ASSEMBLED TO HELP ACHIEVE A WORKING GOAL OF $5 MILLION. A LEAD GIFT OF $2.0 MILLION CREATED PRESBYTERIAN'S FIRST ENDOWED PHYSICIAN CHAIR, THE JULIA BOWDICH AND JOHN CAREY CHAIR OF NEUROSCIENCE, TO SUPPORT THE GROWTH OF THIS IMPORTANT CARE AREA. THE FOUNDATION HAS PROVIDED CONSIDERABLE FUNDING IN RECENT YEARS TO PRESBYTERIAN COMMUNITY HEALTH EFFORTS TO ADDRESS SOCIAL DETERMINANTS OF HEALTH (SUCH AS FOOD, HOUSING, TRANSPORTATION AND OTHER BASIC NEEDS) THAT AFFECT OVERALL HEALTH/WELL-BEING. FUNDS TOTALING $191,524 WERE AWARDED IN 2021 FOR COMMUNITY HEALTH PRIORITIES SUCH AS THE FOOD FARMACY PROGRAM, A REFERRAL-BASED FOOD PANTRY FOR PATIENTS WHO HAVE BEEN DETERMINED AS FOOD INSECURE BY THEIR HEALTHCARE PROVIDERS, AND VIRTUAL-BASED COMMUNITY HEALTH EDUCATION COURSES, WHICH PROVIDE FITNESS, HEALTHY COOKING AND OTHER INSTRUCTION. |
| FORM 990, PART III, LINE 4D | RMC BREASTCARE CAPITAL CAMPAIGN: 580,000 COVID RESPONSE: 509,183 HEALTHCARE ACTIVITIES (OTHER THAN THOSE LISTED BELOW): 504,090 PEDIATRIC HEART BYPASS EQUIPMENT: 330,786 NURSING EQUIPMENT: 235,409 COMMUNITY HEALTH: 191,524 PHYSICIANS ENGAGEMENT: 175,789 XPERT 80 MACHINE: 154,000 APC RESIDENCY: 132,921 SFMC CAPITAL CAMPAIGN: 128,775 PEDICATRIC CHRONIC CARE: 109,906 PATHWAYS TO NURSING SCHOLARSHIP: 101,888 CARE COORDINATION PATIENT ASSISTANCE FUND: 57,152 SGH HOSPITAL: 55,705 CARE FUND: 44,779 EMERGENCY PATIENCE ASSITANCE: 44,459 RRMC: 40,000 CANCER PATIENT ASSISTANCE FUND: 36,428 DCT HOSPITAL: 33,810 PRIDE: 24,783 SFMC: 19,321 INCLUSION AND DIVERSITY TRAINING: 18,190 OR SURGERY CAMERA: 13,756 TIMS 500 ENDOSCOPY: 12,773 ESPANOLA HOSPITAL: 11,967 WORKFORCE ENGAGEMENT: 9,624 KASEMAN RENAL SERVICES: 6,288 NEURO EEG TECH PROF DEVELOPMENT: 6,150 HOSPICE BEREAVEMENT: 5,642 ALBUQUERQUE AMBULANCE: 5,550 ------------------------------------------------------------------ TOTAL 3,600,648 |
| FORM 990, PART V, LINE 2A | 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 | FORM 990-T IS BEING FILED TO CARRY FORWARD PREVIOUSLY GENERATED NET OPERATING LOSSES TO THE CURRENT YEAR. |
| FORM 990, PART VI, LINE 1A | PURSUANT TO THE BYLAWS, THE EXECUTIVE COMMITTEE IS APPOINTED BY THE CHAIRMAN OF THE BOARD ON AN ANNUAL BASIS. THE EXECUTIVE COMMITTEE SHALL CONSIST OF AT LEAST FOUR MEMBERS OF THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE SHALL, DURING INTERVALS BETWEEN MEETINGS OF THE BOARD, POSSESS AND EXERCISE ALL OF THE POWERS OF THE BOARD IN THE GOVERNANCE OF THE AFFAIRS AND PROPERTY OF THE PRESBYTERIAN HEALTHCARE FOUNDATION EXCEPT AS OTHERWISE PROVIDED BY LAW, THE BYLAWS OR BY RESOLUTION OF THE BOARD. ALL ACTIONS OF THE EXECUTIVE COMMITTEE SHALL BE REPORTED TO THE BOARD AT ITS NEXT MEETING SUCCEEDING SUCH ACTION AND SHALL BE SUBJECT TO REVISION AND ALTERATION BY THE BOARD, PROVIDED THAT NO RIGHTS OF THIRD PERSONS SHALL BE AFFECTED BY ANY REVISION OR ALTERATION. |
| FORM 990, PART VI, LINES 6, 7A AND 7B | 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 | 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 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, LINES 15A AND 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 16B | PRESBYTERIAN HEALTHCARE FOUNDATION'S (PHF) SOLE MISSION IS TO SUPPORT THE OPERATIONS OF PRESBYTERIAN HEALTHCARE SERVICES, THE TAX-EXEMPT PARENT CORPORATION. AS SUCH, PHF DOES NOT ENTER INTO ANY NEW JOINT VENTURES. |
| FORM 990, PART VI, LINE 19 | 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 ARE AVAILABLE FREELY TO THE PUBLIC IN THIS MANNER. AT THIS TIME, COPIES OF GOVERNANCE DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC. |
| FORM 990, PART XI, LINE 9 | UNREALIZED LOSS ON ANNUITY OBLIGATIONS $(18,746) OTHER CHANGES IN NET ASSETS $520,889 -------------- TOTAL $502,143 |
| FORM 990, PART XII, LINE 2C | 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 (4 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) | 12A-TYPE 1 | 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 SUPP | PrimaryActivitiesTxt |
| Legal Domicile State | NM | LegalDomicileStateCd |
| 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 |
| 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 | false | 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 |
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