2025-09-05T11:15:19-05:00 2024-12-31 994625061 CRI ADVISORS LLC 807 CAMINO DE MONTE REY SANTA FE NM 87505 990PF 2024-01-01 850484396 CON ALMA HEALTH FOUNDATION INC CONA 5054380776 144 PARK AVENUE SANTA FE NM 875011833 LINDA CANDELARIA EXECUTIVE DIRECTOR 5054380776 2025-09-04 1 1 RHONDA G WILLIAMS P00527004 5059833387 2025-09-04 2024 2025-03-06 01:10:19Z X 33567060 X 34720 152033 152033 833088 833088 284413 1282996 284413 1304254 1269534 152917 15292 76459 269932 13117 154089 105209 1386 63125 44590 14715 0 23282 0 13474 16344 0 0 23890 0 20419 0 10288 22665 227 14070 151329 44243 77074 830577 88980 408579 1121000 1026000 1951577 88980 1434579 -647323 1180554 65360 201141 201141 3002841 1870590 1870590 8268 12784 12784 1028119 1400329 1400329 1493772 0 0 26530490 29535942 29535942 1083034 536760 570165 546274 546274 1667 0 0 32700682 33567060 33567060 87753 7722 580000 295000 61411 54472 729164 357194 X 2687828 4766295 29283690 28443571 31971518 33209866 32700682 33567060 31971518 -647323 1885671 33209866 0 33209866 PUBLICLY TRADED SECURITIES P 1282996 998583 284413 284413 284413 16410 0 16410 0 16410 22480 0 2043 0 24523 X 7 8106 8106 0 0 0 0 0 0 0 0 0 0 0 1 1 NM 1 0 0 0 0 1 WWW.CONALMA.ORG THE FOUNDATION 5054380776 144 PARK AVENUE SANTA FE NM 875011833 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DENISE HERRERA 144 PARK AVE SANTA FE NM 87501 OUTGOING EXECUTIVE DIRECTOR 40.00 14490 67 0 LINDA CANDELARIA 144 PARK AVE SANTA FE NM 87501 EXECUTIVE DIRECTOR 40.00 138427 9380 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 AMY DONAFRIO 144 PARK AVE SANTA FE NM 87501 ASSOCIATE DIRECTOR 40.00 131166 23837 0 DIONYSIOS MCCUTCHEON 144 PARK AVE SANTA FE NM 87501 STAFF 40.00 74097 19593 0 CECILE LABORE 144 PARK AVE SANTA FE NM 87501 STAFF 20.00 49654 8105 0 0 NONE 0 0 27585458 1346519 604735 29536712 0 0 29536712 443051 29093661 1454683 1454683 16410 16410 1438273 0 1438273 0 1438273 1434579 0 1434579 1438273 0 0 941526 737321 1678847 1434579 0 0 0 1434579 0 3694 3694 1675153 0 0 0 0 0 0 0 1675153 937832 737321 CON ALMA HEALTH FOUNDATION-GRANT MA 114 PARK AVE SANTA FE NM 87501 5054380776 GRANT INFORMATION MAY BE OBTAINED AT WWW.CONALMA.ORG. SEE WEBSITE FOR GRANT SCHEDULE. GRANTS ARE AWARDED TO QUALIFIED 501(C)(3) ORGANIZATIONS SERVING THE HEALTH NEEDS OF THOSE LIVING IN NEW MEXICO. ALBUQUERQUE SIGN LANGUAGE ACADEMY PO BOX 6589 ALBUQUERQUE NM 87197 NONE 501(C)(3) HEALTHCARE 25000 AMERICAN LUNG ASSOCIATION OF NEW MEXICO 5911 JEFFERSON ST NE ALBUQUERQUE NM 87109 NONE 501(C)(3) HEALTHCARE 20000 BEN INITIATIVE 3624 ZIA DR GALLUP NM 87301 NONE 501(C)(3) HEALTHCARE 8750 CANCER SERVICES OF NEW MEXICO PO BOX 51735 ALBUQUERQUE NM 87181 NONE 501(C)(3) HEALTHCARE 15000 CARC INC 902 W CHERRY LN PO BOX 1808 CARLSBAD NM 88220 NONE 501(C)(3) HEALTHCARE 5000 CHAVES COUNTY CASA PROGRAM 500 NORTH MAIN ST 310 ROSWELL NM 88202 NONE 501(C)(3) HEALTHCARE 30000 CHAVES COUNTY HEALTH COUNCIL 1200 S RICHARDSON AVE PO BOX 185 ROSWELL NM 88202 NONE 501(C)(3) HEALTHCARE 5000 CHILDREN'S READING ALLIANCE 3880 FOOTHILLS RD SUITE A LAS CRUCES NM 88011 NONE 501(C)(3) HEALTHCARE 5000 CHRONIC DISEASE PREVENTION COUNCIL PO BOX 3511 ALBUQUERQUE NM 87190 NONE 501(C)(3) HEALTHCARE 30000 COLLINS LAKE AUTISM CENTER 252 ENCINAL RD PO BOX 472 CLEVELAND NM 87715 NONE 501(C)(3) HEALTHCARE 30000 COMMUNITY DRUG COALITION OF LEA COUNTY 107 S DALMONT HOBBS NM 88240 NONE 501(C)(3) HEALTHCARE 5000 COMMUNITY FOUNDATION OF SOUTHERN NEW MEXICO 2640 EL PASEO RD LAS CRUCES NM 88001 NONE 501(C)(3) HEALTHCARE 46250 ECONOMIC COUNCIL HELPING OTHERS (ECHO) 1921 E MURRAY DR FARMINGTON NM 87401 NONE 501(C)(3) HEALTHCARE 6150 EL CALVARIO UNITED METHODIST CHURCH PO BOX 2842 LAS CRUCES NM 88004 NONE 501(C)(3) HEALTHCARE 5000 EL CORAZON DE COLUMBUS PO BOX 2322 COLUMBUS NM 88029 NONE 501(C)(3) HEALTHCARE 5000 ESPERANZA SHELTER INC 3130 RUFINA STREET SANTA FE NM 87507 NONE 501(C)(3) HEALTHCARE 30000 FARM TO TABLE 518 OLD SANTA FE TRAIL SUITE 1 BOX 171 SANTA FE NM 87501 NONE 501(C)(3) HEALTHCARE 1000 FOOD BANK OF EASTERN NEW MEXICO 2217 EAST BRADY CLOVIS NM 88101 NONE 501(C)(3) HEALTHCARE 45000 FOOD DEPOT 1222 A SILER ROAD SANTA FE NM 87507 NONE 501(C)(3) HEALTHCARE 40000 FUNDAMENTAL NEEDS INC 14881 ROAD 26 DOLORES CO 81323 NONE 501(C)(3) HEALTHCARE 30000 HEALTHY NATIVE COMMUNITIES PARTNERSHIP INC PO BOX 1019 SHIPROCK NM 87420 NONE 501(C)(3) HEALTHCARE 30000 JARDIN DE LOS NINOS 1300-G EL PASEO PMB272 LAS CRUCES NM 88001 NONE 501(C)(3) HEALTHCARE 30000 JAZZ FOR HEALTHCASA DE SALUD 1608 ISLETA BLVD SW ALBUQUERQUE NM 87105 NONE 501(C)(3) HEALTHCARE 1000 LA PLAZA DE ENCUENTRO GATHERING PLACE 714 4TH ST SW ALBUQUERQUE NM 87102 NONE 501(C)(3) HEALTHCARE 30000 LAS CUMBRES COMMUNITY SERVICES 102 N CORONADO AVE ESPANOLA NM 87532 NONE 501(C)(3) HEALTHCARE 20000 LIFE TRANSITION MEDICATION CENTER PO BOX 9286 SANTA FE NM 87504 NONE 501(C)(3) HEALTHCARE 2600 LINCOLN COUNTY COMMUNITY HEALTH COUNCIL PO BOX 2585 RUIDOSO NM 88355 NONE 501(C)(3) HEALTHCARE 5000 LIONS CLUB OF TAOS INC PO BOX 199 TAOS NM 87571 NONE 501(C)(3) HEALTHCARE 15000 MANDY'S SPECIAL FARM PO BOX 9346 ALBUQUERQUE NM 87119 NONE 501(C)(3) HEALTHCARE 30000 MESA TO MESA PO BOX 1008 ESPANOLA NM 87532 NONE 501(C)(3) HEALTHCARE 20000 MYPOWER INC PO BOX 1756 HOBBS NM 88241 NONE 501(C)(3) HEALTHCARE 10000 NATIONAL LATINO BEHAVIORAL HEALTH ASSOCIATION 6555 ROBIN ST COCHITI LAKE NM 87083 NONE 501(C)(3) HEALTHCARE 32500 NEW MEXICO CENTER OF LAW AND POVERTY 301 EDITH BLVD NE ALBUQUERQUE NM 87102 NONE 501(C)(3) HEALTHCARE 20000 NEW MEXICO DENTAL ASSOCIATION PO BOX 16854 ALBUQUERQUE NM 87191 NONE 501(C)(3) HEALTHCARE 2500 NEW MEXICO ENVIRONMENTAL LAW CENTER 722 ISLETA BLVD SW ALBUQUERQUE NM 87105 NONE 501(C)(3) HEALTHCARE 20000 NEW MEXICO IMMIGRANT LAW CENTER PO BOX 7040 ALBUQUERQUE NM 87194 NONE 501(C)(3) HEALTHCARE 30000 NEW MEXICO PUBLIC HEALTH ASSOCIATION 3705 ELLISON RD NW SUITE B1-211 ALBUQUERQUE NM 87114 NONE 501(C)(3) HEALTHCARE 3000 NEW MEXICO RAMP PROJECT PO BOX 90354 ALBUQUERQUE NM 87199 NONE 501(C)(3) HEALTHCARE 30000 NEW MEXICO STATE UNIVERSITY FOUNDATION MSC 3590 NM STATE UNIV FOUNDATION LAS CRUCES NM 88993 NONE 501(C)(3) HEALTHCARE 30000 NEW MEXICO VOICES FOR CHILDREN 625 SILVER AVE SW SUITE 195 ALBUQUERQUE NM 87102 NONE 501(C)(3) HEALTHCARE 30000 OGALLA COMMONS INC 919 MAIN STREET SPRINGFIELD CO 81073 NONE 501(C)(3) HEALTHCARE 5000 PRESBYTERIAN HEALTHCARE FOUNDATION PO BOX 26666 ALBUQUERQUE NM 87125 NONE 501(C)(3) HEALTHCARE 20000 SANTA FE RECOVERY CENTER 5312 JAGUAR DRIVE SANTA FE NM 87507 NONE 501(C)(3) HEALTHCARE 20000 SCOTT'S HOUSE 287 RODEO RD SANTA FE NM 87505 NONE 501(C)(3) HEALTHCARE 20000 SILVER CITY GOSPEL MISSION PO BOX 5198 SILVER CITY NM 88062 NONE 501(C)(3) HEALTHCARE 5000 SOLACE CRISIS TREATMENT CENTER 6601 VALENTINE WAY SANTA FE NM 87507 NONE 501(C)(3) HEALTHCARE 30000 ST JAMES ESPISCOPAL CHURCH 208 CAMINO DE SANTIAGO TAOS NM 87571 NONE 501(C)(3) TAOS COMMON GROUND 1000 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 25000 THE COMMUNITY PANTRY 1130 E HASLER VALLEY RD PO BOX 520 GALLUP NM 87305 NONE 501(C)(3) HEALTHCARE 15000 THE FAMILY YMCA 1450 IRIS ST LOS ALAMOS NM 87544 NONE 501(C)(3) HEALTHCARE 20000 THE LAB LEARNING AND ACTION BUFFET 506 S MAIN ST SUITE 201 LAS CRUCES NM 88001 NONE 501(C)(3) HEALTHCARE 5000 UNITED WAY OF EASTERN NEW MEXICO PO BOX 806 CLOVIS NM 88102 NONE 501(C)(3) HEALTHCARE 14250 UNITED WAY OF EDDY COUNTY PO BOX EE CARLSBAD NM 88221 NONE 501(C)(3) HEALTHCARE 5000 UNIVERSITY OF NEW MEXICO FOUNDATION 700 LOMAS BLVD NE ALBUQUERQUE NM 87102 NONE 501(C)(3) HEALTHCARE 7000 VALENCIA SHELTER FOR VICTIMS OF DOMESTIC VIOLENCE 445 CAMINO DEL REY SUITE E LOS LUNAS NM 87031 NONE 501(C)(3) HEALTHCARE 30000 ZUNI YOUTH ENRICHMENT PROJECT PO BOX 447 ZUNI NM 87327 NONE 501(C)(3) HEALTHCARE 25000 1026000 BRIGHTER BITES PO BOX 25456 HOUSTON TX 77265 NONE 501(C)(3) HEALTHCARE 15000 CAVERN CITY ADVOCACY CENTER PO BOX 1441 CARLSBAD NM 88221 NONE 501(C)(3) HEALTHCARE 30000 NORTHERN NEW MEXICO COLLEGE FOUNDATION 921 PASEO DE ONATE ESPANOLA NM 87532 NONE 501(C)(3) HEALTHCARE 50000 95000 14 152033 14 833088 18 284413 0 1269534 0 1269534 0 0 0 0 0 0 0 0 0 0 X X 1 HOSPITAL AUXILIARY OF THE LOS ALAMOS MEDICAL CENTER INC 3917 WEST ROAD LOS ALAMOS NM 87544 33000 X ACCOUNTING FEES 44590 14715 0 OFFICE JET 2003-02-01 532 532 SL 5.000000000000 0 0 LAND 2004-04-26 119000 L 0 0 FURNITURE 2005-01-20 35964 35964 SL 7.000000000000 0 0 APPLIANCES 2005-02-28 1927 1927 SL 7.000000000000 0 0 BUILDING 2005-04-01 859045 413004 SL 39.000000000000 22027 0 MICROEDGE GIFTS PLUS 2010-03-26 5380 5380 SL 3.000000000000 0 0 ROOF 2011-10-11 27943 22820 SL 15.000000000000 1863 0 PHONE SYSTEM 2013-08-25 7566 7566 SL 5.000000000000 0 0 GIFTS ACCESS SOFTWARE 2013-10-07 9727 9727 SL 5.000000000000 0 0 XEON QUADCORE SERVER 2017-12-01 6152 6152 SL 5.000000000000 0 0 1400329 1400329 0 0 44,403.476 ISHARES TR IS 1-5 YR IN FMV 2295660 2295660 627.415 VANGUARD 500 INDEX ADMIRAL FMV 340536 340536 34,758.068 DFA US SMALL CAP VALUE I FMV 1686114 1686114 43,821.914 DFA US SMALL CAP I FMV 2144206 2144206 58,430.414 DFA US LARGE CAP VALUE I FMV 2880035 2880035 134,917.747 DFA EMERGING MARKETS EX CHINA CR EQ INSTL FMV 1342432 1342432 231,436.779 DFA US LARGE CAP EQUITY INSTITUTIONAL FMV 7484665 7484665 53,862.912 DFA INTERNATIONAL SMALL COMPANY I FMV 1044940 1044940 42,879.622 DFA INTERNATIONAL SMALL CAP VALUE I FMV 940350 940350 56,745.051 DFA GLOBAL REAL ESTATE SECURITIES PORT FMV 573125 573125 130,549.816 VANGUARD SHORT-TERM INVESTMENT-GRADE ADM FMV 1345969 1345969 172,835.700 VANGUARD INTERM-TERM INVESTMENT-GRADE ADM FMV 1479474 1479474 25,047 ISHARES MSCI INTL QUALITY FMV 929745 929745 58,537.272 DFA INTERNATIONAL VALUE I FMV 1205282 1205282 10,559.255 DIMENSIONAL INTERN HIGH FMV 266410 266410 137,613.303 CLIFFWATER CORPORATE LEN FMV 1461453 1461453 39,710.000 ISHARES TRT IS 5-10 INV FMV 2045462 2045462 1,389.730 ISHARES ULTR SHRT TRM BND FMV 70084 70084 OFFICE JET 532 532 0 LAND 119000 0 119000 FURNITURE 35964 35964 0 APPLIANCES 1927 1927 0 BUILDING 859045 435031 424014 MICROEDGE GIFTS PLUS 5380 5380 0 WEBSITE OVERHAUL 9798 9798 0 ROOF 27943 24683 3260 PHONE SYSTEM 7566 7566 0 GIFTS ACCESS SOFTWARE 9727 9727 0 XEON QUADCORE SERVER 6152 6152 0 FSA-EMPLOYEE FUNDS 1667 0 0 DUES & SUBSCRIPTIONS 17630 0 17366 EQUIPMENT & SOFTWARE 37434 0 33336 EQUIPMENT MAINT/RENTAL 2517 0 1653 INSURANCE 13165 132 359 INVESTMENT EXPENSE 43565 43565 0 MEALS 1613 0 400 OFFICE EXPENSE 18910 424 14027 POSTAGE & DELIVERY 947 9 65 SECURITY 3630 0 1861 TELEPHONE 11259 113 7647 WEBSITE 450 0 360 BANK CHARGES 209 0 0 UNREALIZED GAINS 1885671 ACCRUED WAGES & BENEFITS 22843 25812 401K WITHHOLDING PAYABLE 30314 27113 EXCISE TAX PAYABLE 8254 0 EMPLOYEE FSA PAYABLE 0 1512 STATE WITHHOLDING 0 3 FEDERAL WITHHOLDING PAYABLE 0 10 FICA & MEDICARE PAYABLE 0 22 CONSULTING 23282 0 13474 EXCISE TAX 16344 0 0