CON ALMA HEALTH FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- CON ALMA HEALTH FOUNDATION (EIN 85-0484396)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-09-05
- IRS object ID
- 202502489349100305
- Schema version
- 2024v5.2
- 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-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-09-05T11:15:19-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 994625061 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CRI ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 807 CAMINO DE MONTE REY | AddressLine1Txt |
| City | SANTA FE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87505 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 850484396 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CON ALMA HEALTH FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CONA | BusinessNameControlTxt |
| Phone | 5054380776 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 144 PARK AVENUE | AddressLine1Txt |
| City | SANTA FE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 875011833 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LINDA CANDELARIA | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 5054380776 | PhoneNum |
| Signature | 2025-09-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RHONDA G WILLIAMS | PreparerPersonNm |
| PTIN | P00527004 | PTIN |
| Phone | 5059833387 | PhoneNum |
| Preparation | 2025-09-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $33,567,060 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $34,720 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $152,033 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $152,033 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $833,088 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $833,088 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $284,413 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,282,996 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $284,413 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,304,254 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,269,534 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $152,917 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $15,292 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $76,459 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $269,932 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $13,117 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $154,089 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $105,209 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $1,386 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $63,125 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $44,590 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $14,715 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $23,282 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $13,474 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $16,344 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $23,890 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $20,419 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $10,288 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $22,665 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $227 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $14,070 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $151,329 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $44,243 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $77,074 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $830,577 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $88,980 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $408,579 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,121,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,026,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,951,577 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $88,980 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,434,579 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$647,323 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,180,554 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $65,360 | CashBOYAmt |
| Cash EOY | $201,141 | CashEOYAmt |
| Cash EOYFMV | $201,141 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,002,841 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,870,590 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,870,590 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $8,268 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $12,784 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $12,784 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $1,028,119 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,400,329 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,400,329 | USGovtObligationsEOYFMVAmt |
| Corporate Bonds BOY | $1,493,772 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $26,530,490 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $29,535,942 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $29,535,942 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,083,034 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $536,760 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $570,165 | LandBOYAmt |
| Land EOY | $546,274 | LandEOYAmt |
| Land EOYFMV | $546,274 | LandEOYFMVAmt |
| Other Assets BOY | $1,667 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $32,700,682 | TotalAssetsBOYAmt |
| Total Assets EOY | $33,567,060 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $33,567,060 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $87,753 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $7,722 | AccountsPayableEOYAmt |
| Grants Payable BOY | $580,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $295,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $61,411 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $54,472 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $729,164 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $357,194 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,687,828 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $4,766,295 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $29,283,690 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $28,443,571 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $31,971,518 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $33,209,866 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $32,700,682 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $33,567,060 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $31,971,518 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$647,323 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,885,671 | OtherIncreasesAmt |
| Subtotal | $33,209,866 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $33,209,866 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $1,282,996 | GrossSalesPriceAmt |
| Cost Or Other Basis | $998,583 | CostOrOtherBasisAmt |
| Gain Or Loss | $284,413 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $284,413 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $284,413 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $16,410 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $16,410 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $16,410 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $22,480 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $2,043 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $24,523 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $7 | EsPenaltyAmt |
| Overpayment | $8,106 | OverpaymentAmt |
| Applied To ES Tax | $8,106 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NM | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.CONALMA.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5054380776 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 144 PARK AVENUE | AddressLine1Txt |
| City | SANTA FE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 875011833 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (14 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DENISE HERRERA | ||||||||
| 144 PARK AVE | SANTA FE | NM | 87501 | OUTGOING EXECUTIVE DIRECTOR | 40.00 | $14,490 | $67 | $0 |
| LINDA CANDELARIA | ||||||||
| 144 PARK AVE | SANTA FE | NM | 87501 | EXECUTIVE DIRECTOR | 40.00 | $138,427 | $9,380 | $0 |
| NATHAN PADILLA | ||||||||
| 144 PARK AVE | SANTA FE | NM | 87501 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| TERRI TEWART | ||||||||
| 144 PARK AVE | SANTA FE | NM | 87501 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| ROBERT APODACA | ||||||||
| 144 PARK AVE | SANTA FE | NM | 87501 | SECRETARY | 1.00 | $0 | $0 | $0 |
| STEVE GABER | ||||||||
| 144 PARK AVE | SANTA FE | NM | 87501 | TREASURER | 1.00 | $0 | $0 | $0 |
| CHRIS CHAVEZ | ||||||||
| 144 PARK AVE | SANTA FE | NM | 87501 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| RAINEY ENJADY | ||||||||
| 144 PARK AVE | SANTA FE | NM | 87501 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| OPHELIA HUDSON | ||||||||
| 144 PARK AVE | SANTA FE | NM | 87501 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| LORI MARTINEZ | ||||||||
| 144 PARK AVE | SANTA FE | NM | 87501 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| LORRINA SEGOVIA | ||||||||
| 144 PARK AVE | SANTA FE | NM | 87501 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| SUSIE TRUJILLO | ||||||||
| 144 PARK AVE | SANTA FE | NM | 87501 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| BEA VALLO | ||||||||
| 144 PARK AVE | SANTA FE | NM | 87501 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JOHANNAH YAZZIE | ||||||||
| 144 PARK AVE | SANTA FE | NM | 87501 | TRUSTEE | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| AMY DONAFRIO | ||||||||
| 144 PARK AVE | SANTA FE | NM | 87501 | ASSOCIATE DIRECTOR | 40.00 | $131,166 | $23,837 | $0 |
| DIONYSIOS MCCUTCHEON | ||||||||
| 144 PARK AVE | SANTA FE | NM | 87501 | STAFF | 40.00 | $74,097 | $19,593 | $0 |
| CECILE LABORE | ||||||||
| 144 PARK AVE | SANTA FE | NM | 87501 | STAFF | 20.00 | $49,654 | $8,105 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $27,585,458 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,346,519 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $604,735 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $29,536,712 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $29,536,712 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $443,051 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $29,093,661 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,454,683 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,454,683 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $16,410 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $16,410 | TotalTaxAmt |
| Distributable Before Adj | $1,438,273 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,438,273 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,438,273 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,434,579 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,434,579 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,438,273 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $941,526 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $737,321 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,678,847 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,434,579 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,434,579 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $3,694 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $3,694 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,675,153 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,675,153 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $937,832 | ExcessFromYear2Amt |
| Excess From Year1 | $737,321 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CON ALMA HEALTH FOUNDATION-GRANT MA | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 114 PARK AVE | AddressLine1Txt |
| City | SANTA FE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5054380776 | RecipientPhoneNum |
| Form And Info And Materials | GRANT INFORMATION MAY BE OBTAINED AT WWW.CONALMA.ORG. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE WEBSITE FOR GRANT SCHEDULE. | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ARE AWARDED TO QUALIFIED 501(C)(3) ORGANIZATIONS SERVING THE HEALTH NEEDS OF THOSE LIVING IN NEW MEXICO. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (56 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALBUQUERQUE SIGN LANGUAGE ACADEMY | ||||||||
| PO BOX 6589 | ALBUQUERQUE | NM | 87197 | NONE | 501(C)(3) | HEALTHCARE | $25,000 | |
| AMERICAN LUNG ASSOCIATION OF NEW MEXICO | ||||||||
| 5911 JEFFERSON ST NE | ALBUQUERQUE | NM | 87109 | NONE | 501(C)(3) | HEALTHCARE | $20,000 | |
| BEN INITIATIVE | ||||||||
| 3624 ZIA DR | GALLUP | NM | 87301 | NONE | 501(C)(3) | HEALTHCARE | $8,750 | |
| CANCER SERVICES OF NEW MEXICO | ||||||||
| PO BOX 51735 | ALBUQUERQUE | NM | 87181 | NONE | 501(C)(3) | HEALTHCARE | $15,000 | |
| CARC INC | ||||||||
| 902 W CHERRY LN PO BOX 1808 | CARLSBAD | NM | 88220 | NONE | 501(C)(3) | HEALTHCARE | $5,000 | |
| CHAVES COUNTY CASA PROGRAM | ||||||||
| 500 NORTH MAIN ST 310 | ROSWELL | NM | 88202 | NONE | 501(C)(3) | HEALTHCARE | $30,000 | |
| CHAVES COUNTY HEALTH COUNCIL | ||||||||
| 1200 S RICHARDSON AVE PO BOX 185 | ROSWELL | NM | 88202 | NONE | 501(C)(3) | HEALTHCARE | $5,000 | |
| CHILDREN'S READING ALLIANCE | ||||||||
| 3880 FOOTHILLS RD SUITE A | LAS CRUCES | NM | 88011 | NONE | 501(C)(3) | HEALTHCARE | $5,000 | |
| CHRONIC DISEASE PREVENTION COUNCIL | ||||||||
| PO BOX 3511 | ALBUQUERQUE | NM | 87190 | NONE | 501(C)(3) | HEALTHCARE | $30,000 | |
| COLLINS LAKE AUTISM CENTER | ||||||||
| 252 ENCINAL RD PO BOX 472 | CLEVELAND | NM | 87715 | NONE | 501(C)(3) | HEALTHCARE | $30,000 | |
| COMMUNITY DRUG COALITION OF LEA COUNTY | ||||||||
| 107 S DALMONT | HOBBS | NM | 88240 | NONE | 501(C)(3) | HEALTHCARE | $5,000 | |
| COMMUNITY FOUNDATION OF SOUTHERN NEW MEXICO | ||||||||
| 2640 EL PASEO RD | LAS CRUCES | NM | 88001 | NONE | 501(C)(3) | HEALTHCARE | $46,250 | |
| ECONOMIC COUNCIL HELPING OTHERS (ECHO) | ||||||||
| 1921 E MURRAY DR | FARMINGTON | NM | 87401 | NONE | 501(C)(3) | HEALTHCARE | $6,150 | |
| EL CALVARIO UNITED METHODIST CHURCH | ||||||||
| PO BOX 2842 | LAS CRUCES | NM | 88004 | NONE | 501(C)(3) | HEALTHCARE | $5,000 | |
| EL CORAZON DE COLUMBUS | ||||||||
| PO BOX 2322 | COLUMBUS | NM | 88029 | NONE | 501(C)(3) | HEALTHCARE | $5,000 | |
| ESPERANZA SHELTER INC | ||||||||
| 3130 RUFINA STREET | SANTA FE | NM | 87507 | NONE | 501(C)(3) | HEALTHCARE | $30,000 | |
| FARM TO TABLE | ||||||||
| 518 OLD SANTA FE TRAIL SUITE 1 BOX | SANTA FE | NM | 87501 | NONE | 501(C)(3) | HEALTHCARE | $1,000 | 171 |
| FOOD BANK OF EASTERN NEW MEXICO | ||||||||
| 2217 EAST BRADY | CLOVIS | NM | 88101 | NONE | 501(C)(3) | HEALTHCARE | $45,000 | |
| FOOD DEPOT | ||||||||
| 1222 A SILER ROAD | SANTA FE | NM | 87507 | NONE | 501(C)(3) | HEALTHCARE | $40,000 | |
| FUNDAMENTAL NEEDS INC | ||||||||
| 14881 ROAD 26 | DOLORES | CO | 81323 | NONE | 501(C)(3) | HEALTHCARE | $30,000 | |
| HEALTHY NATIVE COMMUNITIES PARTNERSHIP INC | ||||||||
| PO BOX 1019 | SHIPROCK | NM | 87420 | NONE | 501(C)(3) | HEALTHCARE | $30,000 | |
| JARDIN DE LOS NINOS | ||||||||
| 1300-G EL PASEO PMB272 | LAS CRUCES | NM | 88001 | NONE | 501(C)(3) | HEALTHCARE | $30,000 | |
| JAZZ FOR HEALTHCASA DE SALUD | ||||||||
| 1608 ISLETA BLVD SW | ALBUQUERQUE | NM | 87105 | NONE | 501(C)(3) | HEALTHCARE | $1,000 | |
| LA PLAZA DE ENCUENTRO GATHERING PLACE | ||||||||
| 714 4TH ST SW | ALBUQUERQUE | NM | 87102 | NONE | 501(C)(3) | HEALTHCARE | $30,000 | |
| LAS CUMBRES COMMUNITY SERVICES | ||||||||
| 102 N CORONADO AVE | ESPANOLA | NM | 87532 | NONE | 501(C)(3) | HEALTHCARE | $20,000 | |
| LIFE TRANSITION MEDICATION CENTER | ||||||||
| PO BOX 9286 | SANTA FE | NM | 87504 | NONE | 501(C)(3) | HEALTHCARE | $2,600 | |
| LINCOLN COUNTY COMMUNITY HEALTH COUNCIL | ||||||||
| PO BOX 2585 | RUIDOSO | NM | 88355 | NONE | 501(C)(3) | HEALTHCARE | $5,000 | |
| LIONS CLUB OF TAOS INC | ||||||||
| PO BOX 199 | TAOS | NM | 87571 | NONE | 501(C)(3) | HEALTHCARE | $15,000 | |
| MANDY'S SPECIAL FARM | ||||||||
| PO BOX 9346 | ALBUQUERQUE | NM | 87119 | NONE | 501(C)(3) | HEALTHCARE | $30,000 | |
| MESA TO MESA | ||||||||
| PO BOX 1008 | ESPANOLA | NM | 87532 | NONE | 501(C)(3) | HEALTHCARE | $20,000 | |
| MYPOWER INC | ||||||||
| PO BOX 1756 | HOBBS | NM | 88241 | NONE | 501(C)(3) | HEALTHCARE | $10,000 | |
| NATIONAL LATINO BEHAVIORAL HEALTH ASSOCIATION | ||||||||
| 6555 ROBIN ST | COCHITI LAKE | NM | 87083 | NONE | 501(C)(3) | HEALTHCARE | $32,500 | |
| NEW MEXICO CENTER OF LAW AND POVERTY | ||||||||
| 301 EDITH BLVD NE | ALBUQUERQUE | NM | 87102 | NONE | 501(C)(3) | HEALTHCARE | $20,000 | |
| NEW MEXICO DENTAL ASSOCIATION | ||||||||
| PO BOX 16854 | ALBUQUERQUE | NM | 87191 | NONE | 501(C)(3) | HEALTHCARE | $2,500 | |
| NEW MEXICO ENVIRONMENTAL LAW CENTER | ||||||||
| 722 ISLETA BLVD SW | ALBUQUERQUE | NM | 87105 | NONE | 501(C)(3) | HEALTHCARE | $20,000 | |
| NEW MEXICO IMMIGRANT LAW CENTER | ||||||||
| PO BOX 7040 | ALBUQUERQUE | NM | 87194 | NONE | 501(C)(3) | HEALTHCARE | $30,000 | |
| NEW MEXICO PUBLIC HEALTH ASSOCIATION | ||||||||
| 3705 ELLISON RD NW SUITE B1-211 | ALBUQUERQUE | NM | 87114 | NONE | 501(C)(3) | HEALTHCARE | $3,000 | |
| NEW MEXICO RAMP PROJECT | ||||||||
| PO BOX 90354 | ALBUQUERQUE | NM | 87199 | NONE | 501(C)(3) | HEALTHCARE | $30,000 | |
| NEW MEXICO STATE UNIVERSITY FOUNDATION | ||||||||
| MSC 3590 NM STATE UNIV FOUNDATION | LAS CRUCES | NM | 88993 | NONE | 501(C)(3) | HEALTHCARE | $30,000 | |
| NEW MEXICO VOICES FOR CHILDREN | ||||||||
| 625 SILVER AVE SW SUITE 195 | ALBUQUERQUE | NM | 87102 | NONE | 501(C)(3) | HEALTHCARE | $30,000 | |
| OGALLA COMMONS INC | ||||||||
| 919 MAIN STREET | SPRINGFIELD | CO | 81073 | NONE | 501(C)(3) | HEALTHCARE | $5,000 | |
| PRESBYTERIAN HEALTHCARE FOUNDATION | ||||||||
| PO BOX 26666 | ALBUQUERQUE | NM | 87125 | NONE | 501(C)(3) | HEALTHCARE | $20,000 | |
| SANTA FE RECOVERY CENTER | ||||||||
| 5312 JAGUAR DRIVE | SANTA FE | NM | 87507 | NONE | 501(C)(3) | HEALTHCARE | $20,000 | |
| SCOTT'S HOUSE | ||||||||
| 287 RODEO RD | SANTA FE | NM | 87505 | NONE | 501(C)(3) | HEALTHCARE | $20,000 | |
| SILVER CITY GOSPEL MISSION | ||||||||
| PO BOX 5198 | SILVER CITY | NM | 88062 | NONE | 501(C)(3) | HEALTHCARE | $5,000 | |
| SOLACE CRISIS TREATMENT CENTER | ||||||||
| 6601 VALENTINE WAY | SANTA FE | NM | 87507 | NONE | 501(C)(3) | HEALTHCARE | $30,000 | |
| ST JAMES ESPISCOPAL CHURCH | ||||||||
| 208 CAMINO DE SANTIAGO | TAOS | NM | 87571 | NONE | 501(C)(3) | TAOS COMMON GROUND | $1,000 | |
| ST LUKE'S HEALTH CARE CLINIC DBA AMADOR HEALTH CENTER | ||||||||
| 999 W AMADOR AVE SUITE A | LAS CRUCES | NM | 88005 | NONE | 501(C)(3) | HEALTHCARE | $25,000 | |
| THE COMMUNITY PANTRY | ||||||||
| 1130 E HASLER VALLEY RD PO BOX 520 | GALLUP | NM | 87305 | NONE | 501(C)(3) | HEALTHCARE | $15,000 | |
| THE FAMILY YMCA | ||||||||
| 1450 IRIS ST | LOS ALAMOS | NM | 87544 | NONE | 501(C)(3) | HEALTHCARE | $20,000 | |
| THE LAB LEARNING AND ACTION BUFFET | ||||||||
| 506 S MAIN ST SUITE 201 | LAS CRUCES | NM | 88001 | NONE | 501(C)(3) | HEALTHCARE | $5,000 | |
| UNITED WAY OF EASTERN NEW MEXICO | ||||||||
| PO BOX 806 | CLOVIS | NM | 88102 | NONE | 501(C)(3) | HEALTHCARE | $14,250 | |
| UNITED WAY OF EDDY COUNTY | ||||||||
| PO BOX EE | CARLSBAD | NM | 88221 | NONE | 501(C)(3) | HEALTHCARE | $5,000 | |
| UNIVERSITY OF NEW MEXICO FOUNDATION | ||||||||
| 700 LOMAS BLVD NE | ALBUQUERQUE | NM | 87102 | NONE | 501(C)(3) | HEALTHCARE | $7,000 | |
| VALENCIA SHELTER FOR VICTIMS OF DOMESTIC VIOLENCE | ||||||||
| 445 CAMINO DEL REY SUITE E | LOS LUNAS | NM | 87031 | NONE | 501(C)(3) | HEALTHCARE | $30,000 | |
| ZUNI YOUTH ENRICHMENT PROJECT | ||||||||
| PO BOX 447 | ZUNI | NM | 87327 | NONE | 501(C)(3) | HEALTHCARE | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,026,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BRIGHTER BITES | |||||||
| PO BOX 25456 | HOUSTON | TX | 77265 | NONE | 501(C)(3) | HEALTHCARE | $15,000 |
| CAVERN CITY ADVOCACY CENTER | |||||||
| PO BOX 1441 | CARLSBAD | NM | 88221 | NONE | 501(C)(3) | HEALTHCARE | $30,000 |
| NORTHERN NEW MEXICO COLLEGE FOUNDATION | |||||||
| 921 PASEO DE ONATE | ESPANOLA | NM | 87532 | NONE | 501(C)(3) | HEALTHCARE | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $95,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $152,033 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $833,088 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $284,413 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,269,534 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,269,534 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOSPITAL AUXILIARY OF THE LOS ALAMOS MEDICAL CENTER INC | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3917 WEST ROAD | AddressLine1Txt |
| City | LOS ALAMOS | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87544 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $33,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $44,590 | Amt |
| Net Investment Income | $14,715 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (10 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| OFFICE JET | 2003-02-01 | $532 | $532 | SL | 5.000000000000 | $0 | $0 |
| LAND | 2004-04-26 | $119,000 | L | $0 | $0 | ||
| FURNITURE | 2005-01-20 | $35,964 | $35,964 | SL | 7.000000000000 | $0 | $0 |
| APPLIANCES | 2005-02-28 | $1,927 | $1,927 | SL | 7.000000000000 | $0 | $0 |
| BUILDING | 2005-04-01 | $859,045 | $413,004 | SL | 39.000000000000 | $22,027 | $0 |
| MICROEDGE GIFTS PLUS | 2010-03-26 | $5,380 | $5,380 | SL | 3.000000000000 | $0 | $0 |
| ROOF | 2011-10-11 | $27,943 | $22,820 | SL | 15.000000000000 | $1,863 | $0 |
| PHONE SYSTEM | 2013-08-25 | $7,566 | $7,566 | SL | 5.000000000000 | $0 | $0 |
| GIFTS ACCESS SOFTWARE | 2013-10-07 | $9,727 | $9,727 | SL | 5.000000000000 | $0 | $0 |
| XEON QUADCORE SERVER | 2017-12-01 | $6,152 | $6,152 | SL | 5.000000000000 | $0 | $0 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,400,329 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,400,329 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (18 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 44,403.476 ISHARES TR IS 1-5 YR IN | FMV | $2,295,660 | $2,295,660 |
| 627.415 VANGUARD 500 INDEX ADMIRAL | FMV | $340,536 | $340,536 |
| 34,758.068 DFA US SMALL CAP VALUE I | FMV | $1,686,114 | $1,686,114 |
| 43,821.914 DFA US SMALL CAP I | FMV | $2,144,206 | $2,144,206 |
| 58,430.414 DFA US LARGE CAP VALUE I | FMV | $2,880,035 | $2,880,035 |
| 134,917.747 DFA EMERGING MARKETS EX CHINA CR EQ INSTL | FMV | $1,342,432 | $1,342,432 |
| 231,436.779 DFA US LARGE CAP EQUITY INSTITUTIONAL | FMV | $7,484,665 | $7,484,665 |
| 53,862.912 DFA INTERNATIONAL SMALL COMPANY I | FMV | $1,044,940 | $1,044,940 |
| 42,879.622 DFA INTERNATIONAL SMALL CAP VALUE I | FMV | $940,350 | $940,350 |
| 56,745.051 DFA GLOBAL REAL ESTATE SECURITIES PORT | FMV | $573,125 | $573,125 |
| 130,549.816 VANGUARD SHORT-TERM INVESTMENT-GRADE ADM | FMV | $1,345,969 | $1,345,969 |
| 172,835.700 VANGUARD INTERM-TERM INVESTMENT-GRADE ADM | FMV | $1,479,474 | $1,479,474 |
| 25,047 ISHARES MSCI INTL QUALITY | FMV | $929,745 | $929,745 |
| 58,537.272 DFA INTERNATIONAL VALUE I | FMV | $1,205,282 | $1,205,282 |
| 10,559.255 DIMENSIONAL INTERN HIGH | FMV | $266,410 | $266,410 |
| 137,613.303 CLIFFWATER CORPORATE LEN | FMV | $1,461,453 | $1,461,453 |
| 39,710.000 ISHARES TRT IS 5-10 INV | FMV | $2,045,462 | $2,045,462 |
| 1,389.730 ISHARES ULTR SHRT TRM BND | FMV | $70,084 | $70,084 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (11 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| OFFICE JET | $532 | $532 | $0 |
| LAND | $119,000 | $0 | $119,000 |
| FURNITURE | $35,964 | $35,964 | $0 |
| APPLIANCES | $1,927 | $1,927 | $0 |
| BUILDING | $859,045 | $435,031 | $424,014 |
| MICROEDGE GIFTS PLUS | $5,380 | $5,380 | $0 |
| WEBSITE OVERHAUL | $9,798 | $9,798 | $0 |
| ROOF | $27,943 | $24,683 | $3,260 |
| PHONE SYSTEM | $7,566 | $7,566 | $0 |
| GIFTS ACCESS SOFTWARE | $9,727 | $9,727 | $0 |
| XEON QUADCORE SERVER | $6,152 | $6,152 | $0 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FSA-EMPLOYEE FUNDS | Desc |
| BOY Book Value | $1,667 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DUES & SUBSCRIPTIONS | $17,630 | $0 | $17,366 |
| EQUIPMENT & SOFTWARE | $37,434 | $0 | $33,336 |
| EQUIPMENT MAINT/RENTAL | $2,517 | $0 | $1,653 |
| INSURANCE | $13,165 | $132 | $359 |
| INVESTMENT EXPENSE | $43,565 | $43,565 | $0 |
| MEALS | $1,613 | $0 | $400 |
| OFFICE EXPENSE | $18,910 | $424 | $14,027 |
| POSTAGE & DELIVERY | $947 | $9 | $65 |
| SECURITY | $3,630 | $0 | $1,861 |
| TELEPHONE | $11,259 | $113 | $7,647 |
| WEBSITE | $450 | $0 | $360 |
| BANK CHARGES | $209 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS | Desc |
| Amt | $1,885,671 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (7 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| ACCRUED WAGES & BENEFITS | $22,843 | $25,812 |
| 401K WITHHOLDING PAYABLE | $30,314 | $27,113 |
| EXCISE TAX PAYABLE | $8,254 | $0 |
| EMPLOYEE FSA PAYABLE | $0 | $1,512 |
| STATE WITHHOLDING | $0 | $3 |
| FEDERAL WITHHOLDING PAYABLE | $0 | $10 |
| FICA & MEDICARE PAYABLE | $0 | $22 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING | CategoryTxt |
| Amt | $23,282 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $13,474 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $16,344 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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