PRESBYTERIAN HEALTHCARE FOUNDATION: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization: PRESBYTERIAN HEALTHCARE FOUNDATION (EIN 85-6016041)
Tax period: 2020-01-01 to 2020-12-31
Filed: 2021-11-15
IRS object ID: 202123199349316362
Schema version: 2020v4.1
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	2021-11-15T11:56:30-06:00	ReturnTs
Tax Period End	2020-12-31	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	101 E WASHINGTON ST STE 910	AddressLine1Txt
City	PHOENIX	CityNm
State Abbreviation	AZ	StateAbbreviationCd
ZIP	85004	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2020-01-01	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	2021-11-14	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	6023323000	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	2020	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	$59,702,328	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	36	VotingMembersGoverningBodyCnt
Voting Members Independent	31	VotingMembersIndependentCnt
Total Employee	0	TotalEmployeeCnt
Total Volunteers	36	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$6,448,849	PYContributionsGrantsAmt
CY Contributions Grants	$7,126,815	CYContributionsGrantsAmt
PY Program Service Revenue	$0	PYProgramServiceRevenueAmt
CY Program Service Revenue	$0	CYProgramServiceRevenueAmt
PY Investment Income	$2,816,379	PYInvestmentIncomeAmt
CY Investment Income	$5,647,560	CYInvestmentIncomeAmt
PY Other Revenue	$44,003	PYOtherRevenueAmt
CY Other Revenue	$123,887	CYOtherRevenueAmt
PY Total Revenue	$9,309,231	PYTotalRevenueAmt
CY Total Revenue	$12,898,262	CYTotalRevenueAmt
PY Grants And Similar Paid	$4,017,716	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$3,641,629	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$1,731,520	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$1,741,967	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$1,051,999	CYTotalFundraisingExpenseAmt
PY Other Expenses	$1,154,196	PYOtherExpensesAmt
CY Other Expenses	$1,141,626	CYOtherExpensesAmt
PY Total Expenses	$6,903,432	PYTotalExpensesAmt
CY Total Expenses	$6,525,222	CYTotalExpensesAmt
PY Revenues Less Expenses	$2,405,799	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$6,373,040	CYRevenuesLessExpensesAmt
Total Assets BOY	$110,386,677	TotalAssetsBOYAmt
Total Assets EOY	$121,777,890	TotalAssetsEOYAmt
Total Liabilities BOY	$535,794	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$558,450	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$109,850,883	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$121,219,440	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	$1,349,353	ExpenseAmt
Grant	$1,349,353	GrantAmt
Revenue	$0	RevenueAmt
Desc	IN RESPONSE TO THE COVID-19 GLOBAL PANDEMIC, PHF LAUNCHED A NEW COVID-19 RESPONSE FUND IN 2020. FOUNDATION DOLLARS WERE HELPFUL IN FILLING FUNDING GAPS FOR PRIORITY NEEDS INCLUDING TELEHEALTH EQUIPMENT, SANITATION EQUIPMENT AND SUPPLIES, AGENCY NURSING SUPPORT AND MEALS FOR FRONTLINE CARE TEAMS, AMONG OTHER THINGS. THE COVID-19 RESPONSE FUND RAISED MORE THAN $926,000 FROM 810 DONORS, SUPPLEMENTED BY PHF UNRESTRICTED FUNDS TO SUPPORT A TOTAL INVESTMENT OF $1,349,353 IN 2020 FOR NEEDS THROUGHOUT PRESBYTERIAN, INCLUDING CLINICS, HOSPITALS AND ALBUQUERQUE AMBULANCE. THE FOUNDATION ALSO RECEIVED IN-KIND GIFTS TOTALING MORE THAN $300,000 PRIMARILY IN THE FORM OF PPE AND OTHER SUPPLIES, AND MEALS AND SNACKS FOR FRONTLINE PROVIDERS AND STAFF.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$314,000	ExpenseAmt
Grant	$314,000	GrantAmt
Revenue	$0	RevenueAmt
Desc	FUNDRAISING TO SUPPORT THE OPENING OF THE PRESBYTERIAN SANTA FE MEDICAL CENTER IN 2018 YIELDED PLEDGE PAYMENTS OF $314,000 IN 2020 TOWARD CONSTRUCTION, EQUIPMENT AND FURNISHINGS, SUPPORTING THE CONTINUED GROWTH OF THE FACILITY SERVING SANTA FE AND NORTHERN NEW MEXICO.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$168,909	ExpenseAmt
Grant	$168,909	GrantAmt
Revenue	$0	RevenueAmt
Desc	IN KEEPING WITH OUR HISTORICAL PRIORITIES, PHF PROVIDED CONSIDERABLE SUPPORT FOR NURSING/STAFF EDUCATION, PATIENT ASSISTANCE AND EQUIPMENT NEEDS. DOLLARS SPENT IN 2020 FOR THESE AREAS TOTAL $187,131 (IN ADDITION TO SPECIFIC LINE ITEMS BELOW). EDUCATIONAL DOLLARS FOR NURSES AND OTHER STAFF HELPED FUND CERTIFICATION AND SCHOLARSHIP PROGRAMS, AND COVID-19 UPDATES AND RESOURCES. PATIENT ASSISTANCE FUNDS HELPED FAMILIES WITH URGENT NEEDS LIKE UTILITY BILLS, TRANSPORTATION, LODGING AND MEALS, AND ITEMS TO MAKE THE CARE EXPERIENCE MORE COMFORTABLE. PHF FUNDS ALSO HELPED TO PURCHASE NEW EQUIPMENT, SUPPORTING THE PROVISION OF SAFE AND HIGH-QUALITY PATIENT CARE.	Desc

Field	Value	IRS element (for citing)
Total Other Prog Srvc Expense	$1,987,607	TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant	$1,809,367	TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue	$0	TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses	$3,819,869	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	false	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	36	GoverningBodyVotingMembersCnt
Independent Voting Member	31	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 (35 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	0.0	Yes (X)	Yes (X)	$0	$2,223,304	$358,255
DANIEL FRIEDMAN MD
DIRECTOR	1.0	0.0	Yes (X)		$0	$558,426	$122,483
CHRISTOPHER SPENCER
DIRECTOR, TREASURER	1.0	0.0	Yes (X)	Yes (X)	$0	$334,662	$36,863
RICHARD J SCOTT
PRESIDENT	40.0	0.0		Yes (X)	$0	$301,930	$44,503
JENNIFER CULVER MD
DIRECTOR	1.0	0.0	Yes (X)		$0	$27,333	$13,349
KIRBY JEFFERSON
EX-OFFICIO DIRECTOR	1.0	1.0	Yes (X)		$0	$10,500	$0
ELIZABETH ALLBRIGHT
DIRECTOR	1.0	0.0	Yes (X)		$0	$0	$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
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
JEANNINE DANIELS
DIRECTOR	1.0	0.0	Yes (X)		$0	$0	$0
MICHAEL DEXTER
DIRECTOR	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
JANE GULLEY RN
DIRECTOR	1.0	0.0	Yes (X)		$0	$0	$0
ANDREA HANSON
DIRECTOR, PAST CHAIR	1.0	0.0	Yes (X)		$0	$0	$0
JAMES HAYNES
DIRECTOR	1.0	0.0	Yes (X)		$0	$0	$0
JAY HILL
DIRECTOR	1.0	0.0	Yes (X)		$0	$0	$0
RENEE HOLLAND
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
ADRIAN PEREZ
DIRECTOR	1.0	0.0	Yes (X)		$0	$0	$0
SCOTT PIERCE PHD
DIRECTOR	1.0	0.0	Yes (X)		$0	$0	$0
CYNTHIA REINHART
DIRECTOR	1.0	0.0	Yes (X)		$0	$0	$0
JOHN ROCHESTER
DIRECTOR	1.0	0.0	Yes (X)		$0	$0	$0
BARBARA TRYTHALL
DIRECTOR	1.0	0.0	Yes (X)		$0	$0	$0
JEFF VINYARD
DIRECTOR	1.0	0.0	Yes (X)		$0	$0	$0
LORETTA TRAVELI
EX-OFFICIO 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	$3,456,155	TotReportableCompRltdOrgAmt
Total Other Compensation	$575,453	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
Cntrct Rcvd Greater Than100 K	0	CntrctRcvdGreaterThan100KCnt
Fundraising	$541,021	FundraisingAmt
Related Organizations	$120,500	RelatedOrganizationsAmt
All Other Contributions	$6,465,294	AllOtherContributionsAmt
Noncash Contributions	$448,052	NoncashContributionsAmt
Total Contributions	$7,126,815	TotalContributionsAmt
Total Program Service Revenue	$0	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$2,881,484	TotalRevenueColumnAmt
Exclusion	$2,881,484	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	$47,546	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$11,290	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$36,256	RealAmt
Personal	$0	PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$36,256	TotalRevenueColumnAmt
Exclusion	$36,256	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$49,426,500	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$46,660,424	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$2,766,076	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$2,766,076	TotalRevenueColumnAmt
Exclusion	$2,766,076	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$209,063	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$541,021	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$126,892	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$82,171	TotalRevenueColumnAmt
Exclusion	$82,171	ExclusionAmt

Field	Value	IRS element (for citing)
Gaming Gross Income	$10,920	GamingGrossIncomeAmt
Gaming Direct Expenses	$5,460	GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$5,460	TotalRevenueColumnAmt
Exclusion	$5,460	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	$12,898,262	TotalRevenueColumnAmt
Exclusion	$5,771,447	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$3,641,629	TotalAmt
Program Services	$3,641,629	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	$1,741,967	TotalAmt
Program Services	$178,240	ProgramServicesAmt
Management And General	$962,188	ManagementAndGeneralAmt
Fundraising	$601,539	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	$248,451	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$248,451	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$398,031	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$195,142	ManagementAndGeneralAmt
Fundraising	$202,889	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	$67,067	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$33,534	ManagementAndGeneralAmt
Fundraising	$33,533	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	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	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	$14,838	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$7,419	ManagementAndGeneralAmt
Fundraising	$7,419	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
CORPORATE ALLOCATION	$267,051	$0	$133,526	$133,525
BUSINESS MILEAGE	$1,138	$0	$569	$569
BUSINESS MEALS	$1,628	$0	$814	$814
Community Benefit-Admin	$13,500	$0	$6,750	$6,750

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$6,525,222	TotalAmt
Program Services	$3,819,869	ProgramServicesAmt
Management And General	$1,653,354	ManagementAndGeneralAmt
Fundraising	$1,051,999	FundraisingAmt

Total Joint Costs TotalJointCostsGrp

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

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	$1,452,706	BOYAmt
EOY	$3,096,006	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$2,739,350	BOYAmt
EOY	$2,044,569	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	$204,128	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$349,500	BOYAmt
EOY	$338,210	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$105,157,948	BOYAmt
EOY	$115,555,782	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	$687,173	BOYAmt
EOY	$743,323	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$110,386,677	BOYAmt
EOY	$121,777,890	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$50,086	BOYAmt
EOY	$41,058	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	$485,708	BOYAmt
EOY	$517,392	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$535,794	BOYAmt
EOY	$558,450	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	$57,155,542	BOYAmt
EOY	$61,581,027	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$52,695,341	BOYAmt
EOY	$59,638,413	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$109,850,883	BOYAmt
EOY	$121,219,440	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$110,386,677	BOYAmt
EOY	$121,777,890	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$6,373,040	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$5,027,916	NetUnrlzdGainsLossesInvstAmt
Donated Services And Use Fclts	$0	DonatedServicesAndUseFcltsAmt
Investment Expense	$0	InvestmentExpenseAmt
Prior Period Adjustments	$0	PriorPeriodAdjustmentsAmt
Other Changes In Net Assets	-$32,399	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	$3,173,420	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$4,806,615	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$6,754,098	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$6,448,849	CurrentTaxYearMinus1YearAmt
Current Tax Year	$7,126,815	CurrentTaxYearAmt
Total	$28,309,797	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	$3,173,420	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$4,806,615	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$6,754,098	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$6,448,849	CurrentTaxYearMinus1YearAmt
Current Tax Year	$7,126,815	CurrentTaxYearAmt
Total	$28,309,797	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$3,739,665	SubstantialContributorsTotAmt
Public Support Total170	$24,570,132	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$2,473,058	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,997,958	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$2,454,906	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$2,496,649	CurrentTaxYearMinus1YearAmt
Current Tax Year	$2,929,030	CurrentTaxYearAmt
Total	$12,351,601	TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$68,835	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$61,090	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$26,969	CurrentTaxYearMinus2YearsAmt
Current Tax Year	$87,631	CurrentTaxYearAmt
Total	$244,525	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$14,596	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	$14,596	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$40,920,519	TotalSupportAmt
Public Support CY170	0.60044	PublicSupportCY170Pct
Public Support PY170	0.56076	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	$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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$71,036,246	BeginningYearBalanceAmt
Contributions	$907,855	ContributionsAmt
Investment Earnings Or Losses	$6,218,219	InvestmentEarningsOrLossesAmt
Other Expenditures	$813,235	OtherExpendituresAmt
Administrative Expenses	$2,204,080	AdministrativeExpensesAmt
End Year Balance	$75,145,005	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	$204,128	DepreciationAmt
Book Value	$18,102	BookValueAmt

Field	Value	IRS element (for citing)
Leasehold Improvements		LeaseholdImprovementsGrp

Equipment EquipmentGrp

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)
Other Land Buildings		OtherLandBuildingsGrp
Total Book Value Land Buildings	$338,210	TotalBookValueLandBuildingsAmt
Federal Income Tax Liability	$0	FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDesc	AmtAmt
DUE FROM PHS	$439,830
ANNUITY OBLIGATIONS	$77,562

Field	Value	IRS element (for citing)
Total Liability	$517,392	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$17,931,576	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$5,027,916	NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts	$23,049	DonatedServicesAndUseFcltsAmt
Other Revenue	$230,800	OtherRevenueAmt
Revenue Not Reported	$5,281,765	RevenueNotReportedAmt
Revenue Subtotal	$12,649,811	RevenueSubtotalAmt
Investment Expenses Not Incld	$248,451	InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt	$248,451	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$12,898,262	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$6,563,020	TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts	$23,049	DonatedServicesUseFcltsAmt
Other Expenses Included	$263,200	OtherExpensesIncludedAmt
Expenses Not Reported	$286,249	ExpensesNotReportedAmt
Expenses Subtotal	$6,276,771	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$248,451	InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt	$248,451	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$6,525,222	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE D, PART V, LINE 4	THE FOUNDATION'S ENDOWMENT FUNDS CONSIST OF APPROXIMATELY 68 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, 2020, AND 2019, THE FOUNDATION DETERMINED THAT NO PROVISIONS IS REQUIRED FOR UNCERTAIN TAX POSITIONS.
SCHEDULE D, PART XI, LINE 2D	RECONCILIATION - OTHER ITEMS FUNDRAISING EXPENSES (OFFSET FUNDRAISING REVENUE) $ 132,352 DEPRECIATION EXPENSE (OFFSET AGAINST RENTAL INCOME) $ 11,290 MISCELLANEOUS $ (28,772) PAYMENTS MADE ON ANNUITY OBLIGATIONS $ ( 9,088) IN KIND REV (TANGIBLE) FUNDRAISING $ 125,018 ------------- TOTAL $ 230,800
SCHEDULE D, PART XII, LINE 2D	RECONCILIATION - OTHER ITEMS FUNDRAISING EXPENSES (OFFSET FUNDRAISING REVENUE) $ 251,910 DEPRECIATION EXPENSE (OFFSET AGAINST RENTAL INCOME) $ 11,290 ------------- TOTAL $ 263,200

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	Laughter	Event1Nm
Gross Receipts Event1	$537,259	GrossReceiptsEvent1Amt
Charitable Contri Event1	$399,706	CharitableContriEvent1Amt
Gross Revenue Event1	$137,553	GrossRevenueEvent1Amt
Cash Prizes Event1	$5,460	CashPrizesEvent1Amt
Rent Facility Costs Event1	$9,179	RentFacilityCostsEvent1Amt
Entertainment Event1	$13,200	EntertainmentEvent1Amt
Other Direct Expenses Event1	$60,592	OtherDirectExpensesEvent1Amt
Event2	Daffodil Days	Event2Nm
Gross Receipts Event2	$212,825	GrossReceiptsEvent2Amt
Charitable Contri Event2	$141,315	CharitableContriEvent2Amt
Gross Revenue Event2	$71,510	GrossRevenueEvent2Amt
Other Direct Expenses Event2	$38,461	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	$750,084	GrossReceiptsTotalAmt
Charitable Contributions Tot	$541,021	CharitableContributionsTotAmt
Gross Revenue Total Events	$209,063	GrossRevenueTotalEventsAmt
Cash Prizes Total Events	$5,460	CashPrizesTotalEventsAmt
Non Cash Prizes Total Events	$0	NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events	$9,179	RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events	$0	FoodAndBeverageTotalEventsAmt
Entertainment Total Events	$13,200	EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events	$99,053	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$126,892	DirectExpenseSummaryEventsAmt
Net Income Summary	$82,171	NetIncomeSummaryAmt

Field	Value	IRS element (for citing)
States Where Gaming Conducted	NM	StatesWhereGamingConductedCd
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 (38 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)	$1,349,353	COVID RESPONSE
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(C)(3)	$187,131	Provide Support, Fund Equipment, Education, and Other Healthcare Activities
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(C)(3)	$168,909	Community Healthy Living
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(C)(3)	$150,650	Pathways to Nursing Scholarship
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(C)(3)	$116,554	Pediatric Chronic Care
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(C)(3)	$76,961	Pediatric Cadriology Patient Support
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(C)(3)	$64,541	Homecare Hospice Daffodil Proceeds
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(C)(3)	$64,263	Pediatric Manikin Clinical Education
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(C)(3)	$48,258	KH Gown Area Remodel
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(C)(3)	$45,450	Wireless Hand Rehab
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(C)(3)	$44,970	Home Sleep Study Units
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(C)(3)	$42,030	ECMO Equipment
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(C)(3)	$40,784	Spirit Halloween Proceeds
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(C)(3)	$40,426	Emergency Patience Assistance
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(C)(3)	$38,666	EM RAP Subscription
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(C)(3)	$31,565	KH Radiology Onco Changing Room Remodel
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(C)(3)	$31,000	SUD Certificaiton
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(C)(3)	$30,590	Care Fund
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(C)(3)	$26,342	NICU Equipment
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(C)(3)	$26,302	RMC Communication Boards
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(C)(3)	$25,575	NeoNatal ICU Vents
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(C)(3)	$25,560	Nurse Leadership Program
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(C)(3)	$25,269	Pride
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(C)(3)	$23,963	Cancer Patient Assistance Fund
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(C)(3)	$22,608	NICU Peer Support
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(C)(3)	$18,704	Pediatric Hem/Onc Program
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(C)(3)	$17,368	Peds Pulmonary Bronchscope
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(C)(3)	$12,527	Kaseman Renal Services
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(C)(3)	$10,264	Care Coordidation Patient Assistance Fund
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(C)(3)	$8,175	PHS Volunteer Services Program Support
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(C)(3)	$7,493	Relations Communications Program
Presbyterian Healthcare Services-Socorro
1202 Highway 60 West	Socorro	NM	87801	850105601	501(C)(3)	$34,119	SGH Hospital
Presbyterian Healthcare Services-DCTH
301 E Miel De Luna Ave	Tucumcari	NM	88401	850105601	501(C)(3)	$22,109	DCT Hospital
Presbyterian Healthcare Services-Santa Fe
4981 Beckner Road	Santa Fe	NM	87507	850105601	501(C)(3)	$314,000	SFMC Capital Campaign
Presbyterian Healthcare Services-RRMC
2400 Unser Blvd SE	Rio Rancho	NM	87124	850105601	501(C)(3)	$20,836	RRMC Capital Campaign
Presbyterian Healthcare Services-RRMC
2400 Unser Blvd SE	Rio Rancho	NM	87124	850105601	501(C)(3)	$89,075	RMC Cardiovascular Lab Equipment
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(C)(3)	$275,978	CHILD LIFE PROGRAM, CHILDREN'S MEDICAL CENTER AT PRESBYTERIAN, NURSING EDUCATION PROGRAM, PHS COMMUNITY BENEFIT FUND, PHS VOLUNTEER SERVICES, PRESBYTERIAN HEALTHCARE SERVICES, PRIDE DAY	DONOR VALUED	FOOD, ART, JEWELRY
Presbyterian Healthcare Services-RRMC
2400 Unser Blvd SE	Rio Rancho	NM	87124	850105601	501(C)(3)	$40,747	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	ALLOCATIONS ARE REVIEWED AND APPROVED BY THE ALLOCATIONS COMMITTEE OF THE PHF BOARD ON A QUARTERLY SCHEDULE, BASED ON DEADLINES POSTED ON THE PHS WEB SITE AND COMMUNICATED TO LEADERSHIP ACROSS PHS. ALLOCATIONS MUST BE USED WITHIN ONE YEAR OF THE DATE OF THE AWARD.	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	$447,164	$0	$83,489	$0	$27,773	$0	$106,059	$0	$16,424	$0	$680,909	$0	$0
CHRISTOPHER SPENCER
DIRECTOR, TREASURER	$0	$259,623	$0	$63,880	$0	$11,159	$0	$17,100	$0	$19,763	$0	$371,525	$0	$0
DALE C MAXWELL
EX-OFFICIO DIRECTOR	$0	$1,402,865	$0	$720,009	$0	$100,430	$0	$336,978	$0	$21,277	$0	$2,581,559	$0	$86,211
RICHARD J SCOTT
PRESIDENT	$0	$247,683	$0	$43,953	$0	$10,294	$0	$14,250	$0	$30,253	$0	$346,433	$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 PRESIDENTS 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 2020, $271,702 WAS DEFERRED UNDER THIS AGREEMENT FOR MR. MAXWELL. THIS AMOUNT IS INCLUDED IN THE REPORTED DEFERRED COMPENSATION AMOUNT. ALSO, IN 2020, MR. MAXWELL RECEIVED A VESTED PAYMENT FROM THE RETENTION PLAN OF $86,211. 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	58	ContributionCnt
Noncash Contributions Rpt F990	$82,940	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

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Noncash Contributions Rpt F990	$1,255	NoncashContributionsRptF990Amt
Method Of Determining Revenues	VALUED BY DONOR	MethodOfDeterminingRevenuesTxt

Clothing And Household Goods ClothingAndHouseholdGoodsGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Noncash Contributions Rpt F990	$243,193	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

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	8	ContributionCnt
Noncash Contributions Rpt F990	$280	NoncashContributionsRptF990Amt
Method Of Determining Revenues	VALUED BY DONOR	MethodOfDeterminingRevenuesTxt

Food Inventory FoodInventoryGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	124	ContributionCnt
Noncash Contributions Rpt F990	$88,345	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 (2 entries)

Non Cash CheckboxNonCashCheckboxInd	DescDesc	ContributionContributionCnt	Noncash Contributions Rpt F990NoncashContributionsRptF990Amt	Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)	GIFT CARDS/BASKETS	61	$23,337	VALUED BY DONOR
Yes (X)	JEWELRY	19	$8,702	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 (12 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 IN A NORMAL YEAR, PRESBYTERIAN HEALTHCARE FOUNDATION CONDUCTS SEVERAL FUNDRAISING EVENTS AND NEEDS THE SERVICE OF SEVERAL HUNDRED VOLUNTEERS. HOWEVER, IN 2020, DUE TO COVID-19 QUANRANTINES, OUR FUNDRAISING EVENTS WERE PRIMARILY CONDUCTED ONLINE; WITHOUT THE HELP OF THOSE 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 52 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. A MAJOR FOCUS IN 2020, FOR EXAMPLE, WAS FUNDRAISING FOR CONSTRUCTION OF CENTRAL NEW MEXICO'S FIRST RESIDENTIAL HOSPICE FACILITY, THE PRESBYTERIAN ROBERT WERTHEIM HOSPICE HOUSE, ANTICIPATED TO OPEN IN SPRING 2022. CONSTRUCTION OF THE $3.3 MILLION FACILITY WILL BE FUNDED ENTIRELY WITH PHILANTHROPY. ONGOING FUNDRAISING WILL BE NECESSARY TO FULFILL THE FOUNDATION'S $500,000 ANNUAL OBLIGATION TOWARD OPERATIONS OF THE HOSPICE HOUSE. RECOGNIZING AN URGENT NEED FOR FUNDING DURING THE COVID-19 PANDEMIC, WE LAUNCHED THE COVID-19 RESPONSE FUND IN 2020 TO SUPPORT HEALTHCARE WORKERS, PATIENTS AND FAMILIES AFFECTED BY THE PANDEMIC. OUR FUNDRAISING EFFORTS WERE AUGMENTED WITH A $1 MILLION ALLOCATION OF UNRESTRICTED FUNDS APPROVED BY THE FOUNDATION BOARD OF DIRECTORS. DONATIONS HAVE FUNDED UNMET NEEDS ASSOCIATED WITH PRESBYTERIAN'S COVID-19 RESPONSE. FOUNDATION DOLLARS HAVE BEEN ESPECIALLY HELPFUL IN FILLING FUNDING GAPS FOR PRIORITY NEEDS INCLUDING VENTILATORS AND TELEHEALTH EQUIPMENT, OTHER EQUIPMENT AND SUPPLY NEEDS, AND OTHER SUPPORT FOR FRONTLINE CARE TEAMS. THE COST OF FOUNDATION OPERATIONS HAS BEEN SELF-FUNDED OVER THE PAST 19 YEARS, WHICH ALLOWS 100% OF DONOR GIFTS TO BE DIRECTED TO PROGRAMS WITH NOTHING REDIRECTED TO ADMINISTRATIVE OR FUNDRAISING EXPENSES. IN 2020, THE FOUNDATION RAISED MORE THAN $4.3 MILLION AND PROVIDED NEARLY $3.3 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 $11.3 MILLION. AS OF DECEMBER 2020, NET ASSETS WERE $121 MILLION. GOVERNANCE AND ORGANIZATION: THE FOUNDATION IS GOVERNED BY A 36-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 FOUR TIMES PER YEAR. 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 AND PHF PRESIDENT. THE FOUNDATION PRESIDENT ALSO OVERSEES PRESBYTERIAN VOLUNTEER SERVICES PROGRAMS FOR PHS ALBUQUERQUE AND RIO RANCHO FACILITIES. BEFORE THE PANDEMIC, JUST UNDER 1,000 VOLUNTEERS WERE ACTIVE IN 125 SERVICES AREAS, RANGING FROM GIFT SHOPS TO FRONT DESK/GREETER ROLES TO PET THERAPY TO THE EMERGENCY DEPARTMENTS AND INPATIENT UNITS TO COMMUNITY HEALTH, AMONG OTHERS. 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 ENDOWMENTS. PLANNED GIFTS ARE MOST OFTEN GIVEN IN THE FORM OF BEQUESTS, AS WELL AS LIFE INSURANCE AND RETIREMENT PLAN BENEFICIARY DESIGNATIONS. IN 2020, MAJOR GIVING TOTALED $3,760,450 AND DOCUMENTED PLANNED GIFTS TOTALED $1,477,141.51. TOGETHER, MAJOR AND PLANNED GIFTS ACCOUNTED FOR 65 PERCENT OF TOTAL DOLLARS RAISED BY THE FOUNDATION. . DAFFODIL DAYS: THIS ANNUAL EVENT IS 38 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, SCHEDULED TO OPEN IN 2022. DESPITE THE CANCELLATION OF THE EVENT IN 2020 BECAUSE OF COVID-19 PUBLIC HEALTH RESTRICTIONS, THE OVERWHELMING MAJORITY OF SPONSORSHIP DOLLARS AND FLOWER PURCHASES WERE CONVERTED BY DONORS TO CHARITABLE CONTRIBUTIONS, RESULTING IN NET PROCEEDS OF $132,000. . LAUGHTER IS THE BEST MEDICINE: EACH YEAR, THIS GALA RAISES FUNDS TO SUPPORT A PRIORITY PROJECT OF PRESBYTERIAN HEALTHCARE SERVICES. BECAUSE OF THE COVID-19 PANDEMIC, THE 2020 EVENT WAS ENTIRELY VIRTUAL (DIGITAL BASED). NET PROCEEDS OF $455,000 FROM THE EVENT WILL PROVIDE TOOLS AND RESOURCES TO HELP NURSES, PHYSICIANS AND ADVANCED PRACTICE CLINICIANS OVERWHELMED BY THE PANDEMIC. OPPORTUNITIES TO REDUCE STRESS, RELAX, REJUVENATE AND REDISCOVER THE JOY IN MEDICINE WILL BE THE FOCUS OF THIS FUNDING. . 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. IN 2020, CORNERSTONE ACHIEVED ITS HIGHEST TOTAL EVER, RAISING $671,517.06 FOR PROGRAMS, EDUCATION AND EQUIPMENT ACROSS PRESBYTERIAN. CORNERSTONE'S SUCCESS WAS FUELED BY A STRONG RESPONSE TO OUR COVID-19 FUNDRAISING EFFORTS. . 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 HELD EVERY TWO WEEKS; AND 2) A SIX-WEEK FALL CAMPAIGN CONDUCTED IN PARTNERSHIP WITH UNITED WAY OF CENTRAL NEW MEXICO. IN 2020, PRESGIVING CONTRIBUTIONS TO PHF TOTALED $1,333,678 FOR 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. HERE ARE JUST A FEW OF THE WAYS THAT PHILANTHROPY BENEFITED OUR PATIENTS, MEMBERS, PROVIDERS AND STAFF IN 2020: . MORE THAN $1.8 MILLION WAS COMMITTED FOR COVID-19 RESPONSE NEEDS FOR VITAL EQUIPMENT AND SUPPLIES TO SUPPORT OUR FRONTLINE PROVIDERS AND STAFF. . NEARLY $400,000 AWARDED IN SUPPORT OF OUR REGIONAL FACILITIES IN CLOVIS, ESPANOLA, RUIDOSO, SANTA FE, SOCORRO AND TUCUMCARI. . MORE THAN $300,000 TO HELP PATIENTS AND THEIR FAMILIES WITH URGENT NEEDS INCLUDING, TRANSPORTATION, LODGING AND MEALS, AND ITEMS TO MAKE THEIR CARE EXPERIENCE MORE COMFORTABLE. . OVER $280,000 WAS INVESTED IN STAFF EDUCATION AND TRAINING, INCLUDING ONGOING CERTIFICATIONS, SCHOLARSHIPS FOR FURTHER EDUCATION, AND COVID-19 UPDATES AND RESOURCES. SINCE 2017, 680 FOUNDATION-FUNDED NURSING SCHOLARSHIPS HAVE BEEN AWARDED. . 152 PRESBYTERIAN STAFF MEMBERS WERE HONORED WITH THE FOUNDATION'S GUARDIAN ANGEL AWARD RECOGNIZING THEIR DELIVERY OF EXCELLENT CARE. EVERY GUARDIAN ANGEL AWARD SUBMISSION COMES WITH A CHARITABLE GIFT TO PRESBYTERIAN HEALTHCARE FOUNDATION.
FORM 990, PART III, LINE 4D	1. COVID RESPONSE $ 1,349,354 2. SANTA FE MEDICAL CENTER $ 314,000 3. NURSING / ECUCATION / EQUIPMENT SUPPORT $ 187,131 CENTER FOR COMMUNITY HEALTH 168,909 PATHWAYS TO NURSING SCHOLARSHIPS 150,650 PEDIATRIC CHRONIC CARE 116,554 RMC CADIOVASCULAR LAB EQUIPMENT 89,075 PEDIATRIC CARDIOLOGY PATIENT SUPPORT 76,961 HOMECARE HOSPICE DAFFODIL PROCEEDS 64,541 PEDIATRIC MANIKIN CLINICAL EDUCATION 64,263 KH GOWN AREA REMODEL 48,258 WIRELESS HAND REHAB 45,450 HOME SLEEP STUDY UNITS 44,970 ECMO EQUIPMENT 42,030 SPIRIT HALLOWEEN PROCEEDS - CHILD LIFE ASSISTANCE 40,784 EMERGENCY PATIENCE ASSISTANCE 40,426 EM RAP SUBSCRIPTION 38,666 SGH HOSPITAL 34,119 KH RADIOLOGY ONCO CHANGING ROOM REMODEL 31,565 SUD CERTIFICATION 31,000 CARE FUND 30,590 NICU EQUIPMENT 26,342 RMC COMMUNICATION BOARDS 26,302 NEONATAL ICU VENTS 25,575 NURSING LEADERSHIP PROGRAM 25,560 PRIDE 25,269 CANCER PATIENT ASSISTANCE FUND 23,963 NICU PEER SUPPORT 22,608 DCT HOSPITAL 22,109 RRMC CAPITAL CAMPAIGN 20,836 PEDIATRIC HEM/ONC PROGRAM 18,704 PEDS PULMONARY BRONCHOSCOPE 17,368 KASEMAN RENAL SERVICES 12,527 CARE COORDINATION PATIENT ASSISTANCE FUND 10,264 PHS VOLUNTEER SERVICES PROGRAM SUPPORT 8,175 RELATIONS COMMUNICATIONS PROGRAM 7,493 HOSPICE BEREAVEMENT 3,886 STROKE CENTER 3,517 PEDIATRIC INFUSION 3,395 WILSON CARDIOLOGY CONFERENCE 3,000 HEALTHPLEX FHL GRANT 2,406 SUBTOTAL "OTHER PROGRAM SERVICE EXPENSES" (OTHER THAN 3 LARGEST PROGRAM SERVICES FOR 2019): $1,468,110
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 $( 9,088) OTHER CHANGES IN NET ASSETS $(23,311) -------------- TOTAL $(32,399)
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
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	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