PRESBYTERIAN HEALTHCARE FOUNDATION: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization: PRESBYTERIAN HEALTHCARE FOUNDATION (EIN 85-6016041)
Tax period: 2019-01-01 to 2019-12-31
Filed: 2020-11-13
IRS object ID: 202033189349311733
Schema version: 2019v5.1
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	2020-11-13T16:16:35-06:00	ReturnTs
Tax Period End	2019-12-31	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 SUITE 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	2019-01-01	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	DONNA GARCIA	PersonNm
Person Title	CFO, PHS	PersonTitleTxt
Phone	5059236101	PhoneNum
Signature	2020-11-12	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	PATRICK SHIELDS	PreparerPersonNm
PTIN	P01508556	PTIN
Phone	6023223000	PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	99.59.251.89	IPv4AddressTxt

Field	Value	IRS element (for citing)
Federal Original Submission Id	86597020203185000001	FederalOriginalSubmissionId
Federal Original Submission Id	2020-11-13	FederalOriginalSubmissionIdDt
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	E25FB6EA45473F7CCDD5332CA215900F76A46F16	AtSubmissionCreationDeviceId
At Submission Filing Device Id	E25FB6EA45473F7CCDD5332CA215900F76A46F16	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2019	TaxYr
Build TS	2021-01-29 14:40:06Z	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	$59,590,833	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	211	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$6,754,098	PYContributionsGrantsAmt
CY Contributions Grants	$6,448,849	CYContributionsGrantsAmt
PY Program Service Revenue	$0	PYProgramServiceRevenueAmt
CY Program Service Revenue	$0	CYProgramServiceRevenueAmt
PY Investment Income	$4,814,198	PYInvestmentIncomeAmt
CY Investment Income	$2,816,379	CYInvestmentIncomeAmt
PY Other Revenue	$72,011	PYOtherRevenueAmt
CY Other Revenue	$44,003	CYOtherRevenueAmt
PY Total Revenue	$11,640,307	PYTotalRevenueAmt
CY Total Revenue	$9,309,231	CYTotalRevenueAmt
PY Grants And Similar Paid	$2,493,230	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$4,017,716	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$1,745,545	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$1,731,520	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$1,018,646	CYTotalFundraisingExpenseAmt
PY Other Expenses	$1,013,098	PYOtherExpensesAmt
CY Other Expenses	$1,154,196	CYOtherExpensesAmt
PY Total Expenses	$5,251,873	PYTotalExpensesAmt
CY Total Expenses	$6,903,432	CYTotalExpensesAmt
PY Revenues Less Expenses	$6,388,434	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$2,405,799	CYRevenuesLessExpensesAmt
Total Assets BOY	$97,454,424	TotalAssetsBOYAmt
Total Assets EOY	$110,386,677	TotalAssetsEOYAmt
Total Liabilities BOY	$469,647	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$535,794	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$96,984,777	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$109,850,883	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 (PHS), 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	$635,500	ExpenseAmt
Grant	$635,500	GrantAmt
Revenue	$0	RevenueAmt
Desc	GRANTS SUPPORTING SANTA FE AND RUST MEDICAL CENTERS: CONTRIBUTIONS IN THE FORM OF MULTI-YEAR PLEDGE PAYMENTS SUPPORTED CONSTRUCTION, EQUIPMENT AND FURNISHINGS FOR PRESBYTERIAN SANTA FE MEDICAL CENTER, $485,500, AND PRESBYTERIAN RUST MEDICAL CENTER, $150,000. THE SANTA FE MEDICAL CENTER SUPPORTS PRESBYTERIANS GOAL OF INCREASING CHOICE AND ELEVATING HEALTHCARE FOR RESIDENTS OF SANTA FE AND NORTHERN NEW MEXICO. RUST MEDICAL CENTER, SANDOVAL COUNTYS FIRST FULL-SERVICE MEDICAL CENTER, LIKEWISE INCREASES PATIENT CHOICE AND ACCESS.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$250,000	ExpenseAmt
Grant	$250,000	GrantAmt
Revenue	$0	RevenueAmt
Desc	IN 2019, PHF INVESTED $250,000 IN PRESBYTERIANS ENTERPRISE WIDE ADVANCED CARE PLANNING (ACP) INITIATIVE HELPING PAVE THE WAY FOR A MORE ACCESSIBLE, CONSISTENT AND RELIABLE SYSTEM TO ENSURE CARE TEAMS ARE ABLE TO HONOR PATIENTS WISHES. THIS REPRESENTED APPROXIMATELY ONE QUARTER OF PRESBYTERIANS TOTAL INVESTMENT. IMPLEMENTATION OF THIS PROJECT WILL APPLY BEST PRACTICE KNOWLEDGE BY DIGITIZING AND STANDARDIZING ADVANCED CARE DOCUMENTATION. THE INITIATIVE IS EXPECTED TO BOLSTER THE FREQUENCY OF ADVANCED CARE PLANNING, INCREASE PATIENT SATISFACTION AND REDUCE HOSPITAL ADMISSIONS.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$250,000	ExpenseAmt
Grant	$250,000	GrantAmt
Revenue	$0	RevenueAmt
Desc	PHF PROVIDED SUPPORT TOTALING $250,000 TO ASSIST WITH ARRHYTHMIA CENTER EQUIPMENT NEEDS INCLUDING THE PURCHASE OF A 3D CARDIAC IMAGE MAPPING AND STIMULATOR SYSTEM TO PINPOINT AND TREAT HEART ARRHYTHMIA, A CONDITION IN WHICH THE HEART BEATS WITH AN IRREGULAR OR ABNORMAL RHYTHM. THE HEART CENTER AT PRESBYTERIAN HAS THE EXPERTISE, SPECIALISTS, HIGH-QUALITY CARE, AND ACCURATE TOOLS TO HELP ARRHYTHMIA AND DEVICE PATIENTS MAINTAIN LONG AND HEALTHY LIVES.	Desc

Field	Value	IRS element (for citing)
Total Other Prog Srvc Expense	$3,053,066	TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant	$2,882,216	TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue	$0	TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses	$4,188,566	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	Yes (true)	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	Yes (true)	GrantsToOrganizationsInd
Grants To Individuals	false	GrantsToIndividualsInd
Schedule J Required	Yes (true)	ScheduleJRequiredInd
Tax Exempt Bonds	false	TaxExemptBondsInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	false	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	false	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	Yes (true)	DeductibleNonCashContriInd
Deductible Art Contribution	Yes (true)	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	false	DisregardedEntityInd
Related Entity	Yes (true)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (true)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	false	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
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 (38 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	OfficerOfficerInd
DALE C MAXWELL
EX-OFFICIO DIRECTOR	1.0	42.0	Yes (X)	$0	$1,814,701	$440,070
DANIEL FRIEDMAN MD
DIRECTOR	1.0	40.0	Yes (X)	$0	$507,958	$141,276
KATHLEEN DAVIS RN
DIRECTOR (Term: 03/15/19)	1.0	40.0	Yes (X)	$0	$563,769	$80,560
CHRISTOPHER SPENCER
DIRECTOR/TREASURER	1.0	40.0	Yes (X)	$0	$310,420	$38,127	Yes (X)
RICK SCOTT
PRESIDENT	40.0	0.0		$0	$253,225	$42,118	Yes (X)
GIUSEPPE RIZZA
PRESIDENT (Term: 04/01/19)	40.0	0.0		$0	$132,482	$11,173	Yes (X)
JENNIFER CULVER MD
DIRECTOR	1.0	0.0	Yes (X)	$0	$57,444	$4,219
Kathie Winograd PHD
EX-OFFICIO DIRECTOR	1.0	2.0	Yes (X)	$0	$10,000	$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
SUE CLEVELAND EDD
DIRECTOR	1.0	0.0	Yes (X)	$0	$0	$0
ORLANDO CORREA
DIRECTOR	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	1.0	0.0	Yes (X)	$0	$0	$0
JANE GULLEY RN
DIRECTOR/SECRETARY	1.0	0.0	Yes (X)	$0	$0	$0	Yes (X)
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
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/CHAIR	2.0	0.0	Yes (X)	$0	$0	$0
W ROBERT LASATER
DIRECTOR/CHAIR ELECT	1.0	0.0	Yes (X)	$0	$0	$0
RICHARD MCGRATH
EX-OFFICIO DIRECTOR	1.0	0.0	Yes (X)	$0	$0	$0
ROBERT F MELENDEZ MD
DIRECTOR	1.0	0.0	Yes (X)	$0	$0	$0
SHIRLEY MORRISON
DIRECTOR	1.0	0.0	Yes (X)	$0	$0	$0
STEVE NAKAMURA
DIRECTOR	1.0	0.0	Yes (X)	$0	$0	$0
SCOTT PIERCE PHD
DIRECTOR	1.0	0.0	Yes (X)	$0	$0	$0
MARK PIKE
DIRECTOR	1.0	0.0	Yes (X)	$0	$0	$0
CYNTHIA REINHART
DIRECTOR	1.0	0.0	Yes (X)	$0	$0	$0
KIMBERLY SAWYER
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
MARY ANN WEEMS
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	$3,649,999	TotReportableCompRltdOrgAmt
Total Other Compensation	$757,543	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	0	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	false	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (true)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (3 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
ALBUQUERQUE CONVENTION CENTER
401 2ND ST NW	ALBUQUERQUE	NM	87102	FACILITY & CATERING	$139,088
THE INSTITUTE FOR HEALTHCARE EXCELL
816 A1A NORTH SUITE 306	POINT VEDRA BEACH	FL	32082	HEALTHCARE CONSULTNG	$136,186
ECG TOPCO HOLDINGS LLC
PO BOX 74088176	CHICAGO	IL	606748176	HEALTHCARE CONSULTNG	$102,786

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	3	CntrctRcvdGreaterThan100KCnt
Fundraising	$577,094	FundraisingAmt
Related Organizations	$246,500	RelatedOrganizationsAmt
All Other Contributions	$5,625,255	AllOtherContributionsAmt
Noncash Contributions	$289,697	NoncashContributionsAmt
Total Contributions	$6,448,849	TotalContributionsAmt
Total Program Service Revenue	$0	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$2,436,236	TotalRevenueColumnAmt
Exclusion	$2,436,236	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	$60,413	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$15,371	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$45,042	RealAmt
Personal	$0	PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$45,042	TotalRevenueColumnAmt
Exclusion	$45,042	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$50,301,941	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$49,921,798	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$380,143	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$380,143	TotalRevenueColumnAmt
Exclusion	$380,143	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$324,524	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$577,094	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$338,794	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$14,270	TotalRevenueColumnAmt
Exclusion	-$14,270	ExclusionAmt

Field	Value	IRS element (for citing)
Gaming Gross Income	$18,870	GamingGrossIncomeAmt
Gaming Direct Expenses	$5,639	GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$13,231	TotalRevenueColumnAmt
Exclusion	$13,231	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	$9,309,231	TotalRevenueColumnAmt
Exclusion	$2,860,382	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$4,017,716	TotalAmt
Program Services	$4,017,716	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

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

Foreign Grants ForeignGrantsGrp

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

Benefits To Members BenefitsToMembersGrp

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

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

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

Comp Disqual Persons CompDisqualPersonsGrp

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

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$1,731,520	TotalAmt
Program Services	$170,850	ProgramServicesAmt
Management And General	$1,026,849	ManagementAndGeneralAmt
Fundraising	$533,821	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

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

Other Employee Benefits OtherEmployeeBenefitsGrp

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

Payroll Taxes PayrollTaxesGrp

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

Fees For Services Management FeesForServicesManagementGrp

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

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$367	TotalAmt
Management And General	$184	ManagementAndGeneralAmt
Fundraising	$183	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$36,304	TotalAmt
Management And General	$18,152	ManagementAndGeneralAmt
Fundraising	$18,152	FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

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

Fees For Services Prof Fundraising FeesForServicesProfFundraising

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

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$233,376	TotalAmt
Management And General	$233,376	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$414,996	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$197,420	ManagementAndGeneralAmt
Fundraising	$217,576	FundraisingAmt

Advertising AdvertisingGrp

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

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$97,034	TotalAmt
Management And General	$48,517	ManagementAndGeneralAmt
Fundraising	$48,517	FundraisingAmt

Information Technology InformationTechnologyGrp

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

Royalties RoyaltiesGrp

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

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$93,175	TotalAmt
Management And General	$46,587	ManagementAndGeneralAmt
Fundraising	$46,588	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$2,371	TotalAmt
Management And General	$1,185	ManagementAndGeneralAmt
Fundraising	$1,186	FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

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

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$19,711	TotalAmt
Management And General	$9,855	ManagementAndGeneralAmt
Fundraising	$9,856	FundraisingAmt

Interest InterestGrp

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

Payments To Affiliates PaymentsToAffiliatesGrp

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

Depreciation Depletion DepreciationDepletionGrp

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

Insurance InsuranceGrp

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

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
CORPORATE ALLOCATION	$200,000	$0	$100,000	$100,000
DONOR RECOGNITION	$28,672	$0	$0	$28,672
BUSINESS MILEAGE	$6,294	$0	$3,147	$3,147
BUSINESS MEALS	$5,602	$0	$2,801	$2,801

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$16,294	TotalAmt
Management And General	$8,147	ManagementAndGeneralAmt
Fundraising	$8,147	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$6,903,432	TotalAmt
Program Services	$4,188,566	ProgramServicesAmt
Management And General	$1,696,220	ManagementAndGeneralAmt
Fundraising	$1,018,646	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

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

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$2,782,226	BOYAmt
EOY	$1,452,706	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$1,545,431	BOYAmt
EOY	$2,739,350	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	$192,838	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$364,871	BOYAmt
EOY	$349,500	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$92,168,368	BOYAmt
EOY	$105,157,948	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	$593,528	BOYAmt
EOY	$687,173	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$97,454,424	BOYAmt
EOY	$110,386,677	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$157,635	BOYAmt
EOY	$50,086	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	$312,012	BOYAmt
EOY	$485,708	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$469,647	BOYAmt
EOY	$535,794	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	$50,176,254	BOYAmt
EOY	$57,155,542	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$46,808,523	BOYAmt
EOY	$52,695,341	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$96,984,777	BOYAmt
EOY	$109,850,883	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$97,454,424	BOYAmt
EOY	$110,386,677	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$2,405,799	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$10,451,206	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$9,101	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	$5,257,626	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$3,173,420	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$4,806,615	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$6,754,098	CurrentTaxYearMinus1YearAmt
Current Tax Year	$6,448,849	CurrentTaxYearAmt
Total	$26,440,608	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	$5,257,626	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$3,173,420	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$4,806,615	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$6,754,098	CurrentTaxYearMinus1YearAmt
Current Tax Year	$6,448,849	CurrentTaxYearAmt
Total	$26,440,608	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$5,006,107	SubstantialContributorsTotAmt
Public Support Total170	$21,434,501	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$2,102,907	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$2,473,058	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,997,958	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$2,454,906	CurrentTaxYearMinus1YearAmt
Current Tax Year	$2,496,649	CurrentTaxYearAmt
Total	$11,525,478	TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$67,119	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$68,835	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$61,090	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$26,969	CurrentTaxYearMinus1YearAmt
Total	$224,013	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$19,691	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$14,596	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$0	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$0	CurrentTaxYearMinus1YearAmt
Current Tax Year	$0	CurrentTaxYearAmt
Total	$34,287	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$38,224,386	TotalSupportAmt
Public Support CY170	0.56076	PublicSupportCY170Pct
Public Support PY170	0.53786	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	$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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$72,560,335	BeginningYearBalanceAmt
Contributions	$3,475,535	ContributionsAmt
Investment Earnings Or Losses	-$1,903,847	InvestmentEarningsOrLossesAmt
Other Expenditures	$917,732	OtherExpendituresAmt
Administrative Expenses	$2,178,045	AdministrativeExpensesAmt
End Year Balance	$71,036,246	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	$192,838	DepreciationAmt
Book Value	$29,392	BookValueAmt

Field	Value	IRS element (for citing)
Leasehold Improvements		LeaseholdImprovementsGrp
Equipment		EquipmentGrp

Other Land Buildings OtherLandBuildingsGrp

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

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$349,500	TotalBookValueLandBuildingsAmt
Federal Income Tax Liability	$0	FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDesc	AmtAmt
DUE FROM PHS	$404,811
ANNUITY OBLIGATIONS	$80,897

Field	Value	IRS element (for citing)
Total Liability	$485,708	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$20,192,674	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$10,451,206	NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts	$112,566	DonatedServicesAndUseFcltsAmt
Other Revenue	$553,047	OtherRevenueAmt
Revenue Not Reported	$11,116,819	RevenueNotReportedAmt
Revenue Subtotal	$9,075,855	RevenueSubtotalAmt
Investment Expenses Not Incld	$233,376	InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt	$233,376	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$9,309,231	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$7,326,569	TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts	$112,566	DonatedServicesUseFcltsAmt
Other Expenses Included	$543,947	OtherExpensesIncludedAmt
Expenses Not Reported	$656,513	ExpensesNotReportedAmt
Expenses Subtotal	$6,670,056	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$233,376	InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt	$233,376	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$6,903,432	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 67 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 PENTALITIES, ACCOUNTING IN INTERM PERIODS, DISCLOSURE, AND TRANSITION. AS OF DECEMBER 31, 2019 AND 2018, 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) $ 344,433 DEPRECIATION EXPENSE (OFFSET AGAINST RENTAL INCOME) $ 15,371 MISCELLANEOUS $ 37,320 PAYMENTS MADE ON ANNUITY OBLIGATIONS $ (33,859) IN KIND REV (TANGIBLE) FUNDRAISING $ 189,782 ------------- TOTAL $ 553,047
SCHEDULE D, PART XII, LINE 2D	RECONCILIATION - OTHER ITEMS FUNDRAISING EXPENSES (OFFSET FUNDRAISING REVENUE) $ 528,576 DEPRECIATION EXPENSE (OFFSET AGAINST RENTAL INCOME) $ 15,371 ------------- TOTAL $ 543,947

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	LAUGHTER	Event1Nm
Gross Receipts Event1	$705,132	GrossReceiptsEvent1Amt
Charitable Contri Event1	$462,746	CharitableContriEvent1Amt
Gross Revenue Event1	$242,386	GrossRevenueEvent1Amt
Cash Prizes Event1	$0	CashPrizesEvent1Amt
Non Cash Prizes Event1	$0	NonCashPrizesEvent1Amt
Rent Facility Costs Event1	$58,209	RentFacilityCostsEvent1Amt
Food And Beverage Event1	$129,314	FoodAndBeverageEvent1Amt
Entertainment Event1	$18,236	EntertainmentEvent1Amt
Other Direct Expenses Event1	$86,821	OtherDirectExpensesEvent1Amt
Event2	DAFFODIL DAYS	Event2Nm
Gross Receipts Event2	$196,486	GrossReceiptsEvent2Amt
Charitable Contri Event2	$114,348	CharitableContriEvent2Amt
Gross Revenue Event2	$82,138	GrossRevenueEvent2Amt
Cash Prizes Event2	$0	CashPrizesEvent2Amt
Non Cash Prizes Event2	$0	NonCashPrizesEvent2Amt
Rent Facility Costs Event2	$0	RentFacilityCostsEvent2Amt
Food And Beverage Event2	$0	FoodAndBeverageEvent2Amt
Entertainment Event2	$0	EntertainmentEvent2Amt
Other Direct Expenses Event2	$46,214	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	$901,618	GrossReceiptsTotalAmt
Charitable Contributions Tot	$577,094	CharitableContributionsTotAmt
Gross Revenue Total Events	$324,524	GrossRevenueTotalEventsAmt
Cash Prizes Total Events	$0	CashPrizesTotalEventsAmt
Non Cash Prizes Total Events	$0	NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events	$58,209	RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events	$129,314	FoodAndBeverageTotalEventsAmt
Entertainment Total Events	$18,236	EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events	$133,035	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$338,794	DirectExpenseSummaryEventsAmt
Net Income Summary	-$14,270	NetIncomeSummaryAmt

Gaming Information GamingInformationGrp

Field	Value	IRS element (for citing)
Gross Revenue Other Gaming	$18,870	GrossRevenueOtherGamingAmt
Cash Prizes Other Gaming	$0	CashPrizesOtherGamingAmt
Non Cash Prizes Other Gaming	$4,950	NonCashPrizesOtherGamingAmt
Rent Fclty Costs Other Gaming	$0	RentFcltyCostsOtherGamingAmt
Oth Direct Expnss Other Gaming	$689	OthDirectExpnssOtherGamingAmt
Volunteer Labor Other Gaming	false	VolunteerLaborOtherGamingInd
Gross Revenue Total Gaming	$18,870	GrossRevenueTotalGamingAmt
Cash Prizes Total Gaming	$0	CashPrizesTotalGamingAmt
Non Cash Prizes Total Gaming	$4,950	NonCashPrizesTotalGamingAmt
Rent Fclty Costs Total Gaming	$0	RentFcltyCostsTotalGamingAmt
Oth Direct Expnss Total Gaming	$689	OthDirectExpnssTotalGamingAmt
Direct Expense Summary Gaming	$5,639	DirectExpenseSummaryGamingAmt
Net Gaming Income Summary	$13,231	NetGamingIncomeSummaryAmt

Field	Value	IRS element (for citing)
States Where Gaming Conducted	NM	StatesWhereGamingConductedCd
Licensed	false	LicensedInd
Explanation If No	SEE SUPPLEMENTAL PAGE	ExplanationIfNoTxt
License Suspended Etc	false	LicenseSuspendedEtcInd
Gaming With Nonmembers	Yes (true)	GamingWithNonmembersInd
Member Of Other Entity	false	MemberOfOtherEntityInd
Gaming Own Facility	0.00000	GamingOwnFacilityPct
Gaming Other Facility	1.00000	GamingOtherFacilityPct
Individual With Books	MARY GOMEZ	IndividualWithBooksNm

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

Field	Value	IRS element (for citing)
Cntrct With3rd Prty For Game Rev	false	CntrctWith3rdPrtyForGameRevInd
Gaming Manager Person	Melanie Hitchcock	GamingManagerPersonNm
Gaming Manager Compensation	$2,385	GamingManagerCompensationAmt
Gaming Manager Services Prov	Procuring prizes, planning event, sellin	GamingManagerServicesProvTxt
Gaming Manager Is Employee	Yes (X)	GamingManagerIsEmployeeInd
Charitable Distribution Rqr	false	CharitableDistributionRqrInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE G, PART III, LINE 9B	FormAndLineReferenceDesc
Explanation	UNDER THE NEW MEXICO BINGO AND RAFFLE ACT, PRESBYTERIAN HEALTHCARE FOUNDATIONS GAMING ACTIVITY FALLS WITHIN THE EXCLUSION FOR CHARITABLE ACTIVITIES. PHFS RAFFLE PROCEEDS ARE USED ENTIRELY FOR CHARITABLE PURPOSES WITHIN NEW MEXICO AND ARE FEW IN NUMBER (LESS THAN FOUR PER YEAR). ALSO, THE PRIZE VALUE IS WELL UNDER THE GAMING THRESHOLD OF $75,000.	ExplanationTxt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (55 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt	Non Cash AssistanceNonCashAssistanceAmt	Valuation Method UsedValuationMethodUsedDesc	Non Cash AssistanceNonCashAssistanceDesc
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(c)(3)	$643,026	PROVIDE SUPPORT, FUND EQUIPMENT, EDUCATION, AND OTHER HEALTHCARE ACTIVITIES. SPECIFICALLY LISTED BELOW)
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(c)(3)	$250,000	ACP SYSTEM
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(c)(3)	$250,000	ARRHYTHMIA CENTER
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(c)(3)	$220,127	CENTER FOR COMM HEALTH LAUGH 2018
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(c)(3)	$191,065	PATHWAYS TO NURSING SCHOLARSHIP
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(c)(3)	$125,000	KH RADIOLOGY ONCO CHANGING ROOM REMODEL
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(c)(3)	$117,222	OFFICE RESEARCH AND ADMINISTRATION
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(c)(3)	$100,000	KH GOWN AREA REMODEL
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(c)(3)	$83,416	PMG FUNDUS CAMERAS
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(c)(3)	$74,025	SIM CENTER
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(c)(3)	$67,507	RELATIONS COMMUNICATIONS PROGRAM
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(c)(3)	$62,461	BEHAVIORAL HEALTH
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(c)(3)	$51,750	EMERGENCY PATIENT ASSISTANCE
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(c)(3)	$51,686	CARE FUND
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(c)(3)	$51,492	WILSON CARDIOLOGY CONFERENCE
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(c)(3)	$50,377	SURGICAL BENCH CAMERAS
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(c)(3)	$50,000	CCH FOOD FARMACY
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(c)(3)	$49,556	PHYSICIANS RECOGNITION DINNER
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(c)(3)	$49,208	SPIRIT HALLOWEEN PROCEEDS
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(c)(3)	$42,570	PHS VOLUNTEER SERVICES PROGRAM SUPPORT
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(c)(3)	$39,724	CANCER PATIENT SUPPORT
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(c)(3)	$34,713	PRIDE
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(c)(3)	$32,490	CPI INSTRUCTOR TRAINING
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(c)(3)	$29,647	TRAIN THE TRAINER
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(c)(3)	$26,821	PEDIATRIC HEM/ONC PROGRAM
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(c)(3)	$25,950	ETCO2 MODULE
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(c)(3)	$25,568	CANCER PATIENT ASSISTANCE FUND
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(c)(3)	$19,500	CLINICAL EDUCATION STIPEND
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(c)(3)	$19,353	NTI CONFERENCE
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(c)(3)	$18,625	CANCER PATIENT FINANCIAL ASSISTANCE
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(c)(3)	$17,978	CARE COORDINATION PATIENT ASSISTANCE FUND
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(c)(3)	$16,031	PEDIATRIC CHRONIC CARE
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(c)(3)	$14,020	ANPD CONFERENCE
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(c)(3)	$12,285	KASEMAN RENAL SERVICES
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(c)(3)	$11,862	HOSPICE BEREAVEMENT
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(c)(3)	$9,360	COMMUNITY HEALTHY LIVING
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(c)(3)	$8,615	STROKE CENTER LAUGHTER PROCEEDS 2015
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(c)(3)	$7,085	AAS ANTITHEFT SYSTEM
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(c)(3)	$7,037	MD ANDERSEN 2017 LAUGHTER PROC
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(c)(3)	$6,915	PEDIATRIC CARDIOLOGY PATIENT SUPPORT
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(c)(3)	$6,515	RAPID FLUID BOLUSES
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(c)(3)	$6,426	PEDIATRIC INFUSION
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(c)(3)	$5,946	HEALTHPLEX FHL GRANT
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(c)(3)	$5,777	CHILDREN LAUGHTER 2012 PROCEEDS
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(c)(3)	$5,171	CANCER SUPPORTIVE SERVICES
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(c)(3)	$5,159	OR MANAGER CONFERENCE
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(c)(3)	$5,059	PEDS PULMONARY BRONCHSCOPE
Presbyterian Healthcare Services - Santa Fe Medica
4981 Beckner Road	Santa Fe	NM	87507	850105601	501(c)(3)	$485,500	SFMC CAPITAL CAMPAIGN
Presbyterian Healthcare Services - Santa Fe Medica
4982 Beckner Road	Santa Fe	NM	87507	850105601	501(c)(3)		SFMC CAPITAL CAMPAIGN BLDG FUND	$42,300	donor valued	art
Presbyterian Healthcare Services - Espanola Hosp
1010 Spruce St	Espanola	NM	87532	850105601	501(c)(3)	$21,516	ESPANOLA HOSPITAL
Presbyterian Healthcare Services - PRMC
2100 N MLK Jr Blvd	Clovis	NM	88101	850105601	501(c)(3)	$6,240	PRMC HOSPITAL
Presbyterian Healthcare Services - RRMC
2400 Unser Blvd SE	Rio Rancho	NM	87124	850105601	501(c)(3)	$150,000	RRMC CAPITAL CAMPAIGN
Presbyterian Healthcare Services - RRMC
2400 Unser Blvd SE	Rio Rancho	NM	87124	850105601	501(c)(3)	$147,051	RMC CARDIOVASCULAR LAB EQUIPMENT
Presbyterian Healthcare Services - Socorro General
1202 Highway 60 West	Socorro	NM	87801	850105601	501(c)(3)	$34,771	SGH HOSPITAL
PRESBYTERIAN HEALTHCARE SERVICES
PO BOX 26666	ALBUQUERQUE	NM	87125	850105601	501(c)(3)		PMG FAMILY MEDICINE	$42,000	DONOR VALUED	ART

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

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE I, PART I, LINE 2	FormAndLineReferenceDesc
Explanation	ANNUALLY: PRESBYTERIAN HEALTHCARE FOUNDATION (PHF) ANNOUNCES THE TIMEFRAME DURING WHICH IT WILL RECEIVE REQUESTS FOR ALLOCATIONS FROM PRESBYTERIAN HEALTHCARE SERVICES (PHS) FOR THE COMING FISCAL YEAR. THIS ANNOUNCEMENT IS POSTED ON PHS' WEBSITE. GUIDELINES FOR SUBMISSION OF REQUESTS ARE GIVEN. THESE REQUESTS ARE THEN REVIEWED BY THE PHF ALLOCATION COMMITTEE. THIS COMMITTEE EVALUATES THE REQUESTS AND MAKES A RECOMMENDATION TO THE PHF FINANCE AND EXECUTIVE COMMITTEES REGARDING WHICH PHS PROGRAMS TO FUND. UPON APPROVAL BY THE EXECUTIVE COMMITTEE AND PHF BOARD, RECIPIENTS ARE NOTIFIED AND FUNDING TAKES PLACE THE FOLLOWING FISCAL YEAR. FUNDING FOR PHS PROGRAMS OCCURS AS FOLLOWS: DURING THE ALLOCATION YEAR, RECIPIENTS MAY SUBMIT INVOICES FOR EXPENSES RELATED TO THE APPROVED PROGRAM TO BE CHARGED DIRECTLY TO PHF OR MAY REQUEST REIMBURSEMENT FOR EXPENSES CHARGED DIRECTLY TO THEIR DEPARTMENT. IN THE LATTER SITUATION, DOCUMENTATION IS REQUIRED TO SUBSTANTIATE THE EXPENSE INCURRED. UNUSED ALLOCATIONS DO NOT CARRY OVER TO THE NEXT YEAR (WITHOUT PRIOR APPROVAL) AND ARE FORFEITED. ALLOCATIONS FOR ONGOING PROGRAMS MUST BE APPLIED FOR EACH YEAR.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Severance Payment	Yes (true)	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 (5 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
KATHLEEN DAVIS RN
DIRECTOR (Term: 03/15/19)	$0	$123,262	$0	$127,574	$0	$312,933	$0	$68,068	$0	$12,492	$0	$644,329	$0	$0
DANIEL FRIEDMAN MD
DIRECTOR	$0	$383,100	$0	$108,408	$0	$16,450	$0	$129,292	$0	$11,984	$0	$649,234	$0	$0
CHRISTOPHER SPENCER
DIRECTOR/TREASURER	$0	$240,425	$0	$59,280	$0	$10,715	$0	$14,000	$0	$24,127	$0	$348,547	$0	$0
DALE C MAXWELL
EX-OFFICIO DIRECTOR	$0	$1,284,036	$0	$497,088	$0	$33,577	$0	$421,185	$0	$18,885	$0	$2,254,771	$0	$0
RICK SCOTT
PRESIDENT	$0	$214,507	$0	$31,978	$0	$6,740	$0	$13,256	$0	$28,862	$0	$295,343	$0	$0

Supplemental Information Detail SupplementalInformationDetail (3 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 I, LINE 4A	KATHLEEN DAVIS, RN, RECEIVED SEVERANCE PAY FROM A RELATED ORGANIZATION OF $311,315
SCHEDULE J, PART II	DALE MAXWELL IS A PARTICIPANT IN A RETENTION AGREEEMENT WITH A RELATED ORGANIZATION. IN 2019, $308,750 WAS DEFERRED UNDER THIS AGREEMENT FOR MR. MAXWELL. THIS AMOUNT IS INCLUDED IN THE REPORTED DEFERRED COMPENSATION AMOUNT.

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	65	ContributionCnt
Noncash Contributions Rpt F990	$119,301	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	$2,720	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	$70,399	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	2	ContributionCnt
Noncash Contributions Rpt F990	$253	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	5	ContributionCnt
Noncash Contributions Rpt F990	$1,678	NoncashContributionsRptF990Amt
Method Of Determining Revenues	VALUED BY DONOR	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Drugs And Medical Supplies		DrugsAndMedicalSuppliesGrp
Taxidermy		TaxidermyGrp
Historical Artifacts		HistoricalArtifactsGrp
Scientific Specimens		ScientificSpecimensGrp
Archaeological Artifacts		ArchaeologicalArtifactsGrp

Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)

Non Cash CheckboxNonCashCheckboxInd	DescDesc	ContributionContributionCnt	Noncash Contributions Rpt F990NoncashContributionsRptF990Amt	Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)	GIFT CARDS/ BASKETS	133	$63,245	VALUED BY DONOR
Yes (X)	JEWELRY	25	$12,051	VALUED BY DONOR
Yes (X)	ADVERTISEMENT	1	$20,050	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 PRESBYTERIAN HEALTHCARE FOUNDATION CONDUCTS SEVERAL FUNDRAISING EVENTS EACH YEAR. PROCEEDS FROM THESE EVENTS SUPPORT PROGRAMS AND SERVICES FOR PRESBYTERIAN HEALTHCARE SERVICES. SOME OF THE FUNDRAISING ACTIVITIES CONDUCTED IN 2019 INCLUDED: DAFFODIL DAYS - SALE OF DAFFODILS TO BENEFIT THE PHS HOSPICE PROGRAM; AND LAUGHTER IS THE BEST MEDICINE - BENEFITTING CARDIAC AND PULMONARY REHAB PATIENTS BY EXPANDING SERVICES TO ALBUQUERQUES WEST SIDE. 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	AT PRESBYTERIAN HEALTHCARE FOUNDATION, WE BELIEVE THAT PHILANTHROPY PROVIDES A MARGIN FOR EXCELLENCE. ITS AN IDEAL WEVE PRIDED OURSELVES ON FOR THE PAST 51 YEARS AND WE SEE EXAMPLES OF THAT GOODWILL AT WORK AROUND US EVERY DAY. WHETHER ITS OUR NATIONALLY RECOGNIZED NURSE RESIDENCY PROGRAM, OR THE ACCOLADES WEVE RECEIVED FROM HEALTHGRADES AS ONE OF AMERICA'S 250 BEST HOSPITALS AND IBM WATSON HEALTH AS ONE OF THE COUNTRY'S 50 TOP CARDIOVASCULAR PROGRAMS, WE ARE COMMITTED TO DELIVERING EXCELLENT CARE. WE TAKE TREMENDOUS PRIDE IN THE FACT THAT WHEN DONORS GIVE, 100 PERCENT OF THEIR GIFT IS DIRECTED TOWARD IMPROVING THE HEALTH AND LIVES OF NEW MEXICANS. THERE ARE NO ADMINISTRATIVE FEES BECAUSE WE WANT DONOR DOLLARS TO HAVE THE GREATEST IMPACT, WHETHER THEY CHOOSE TO SUPPORT A PROGRAM LIKE COMMUNITY HEALTH OR A SPECIAL INITIATIVE LIKE HOSPICE HOUSE PROJECT. IN 2019, THE FOUNDATION RAISED MORE THAN $6.9 MILLION AND PROVIDED NEARLY $3.9 MILLION IN IMMEDIATE FUNDING TO PRESBYTERIAN PROGRAMS. INCLUDED IN THESE AMOUNTS ARE CASH, ESTATE, AND IN-KIND CONTRIBUTIONS AND SPECIAL EVENT INCOME. 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. NET ASSETS FOR THE FOUNDATION INCREASED BY $12.9 MILLION. AS OF DECEMBER 2019, NET ASSETS WERE $109 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 4 TIMES PER YEAR; INTERIM DECISION-MAKING IS ACCOMPLISHED VIA THE EXECUTIVE COMMITTEE, WHICH CONSISTS OF THE BOARD CHAIR, CHAIR ELECT, THE PAST CHAIR, TREASURER, SECRETARY, PHF PRESIDENT, COMMITTEE CHAIRS AND VICE CHAIRS AND OTHERS AS APPOINTED BY THE BOARD CHAIR. THE FOUNDATION PRESIDENT ALSO OVERSEES THE PRESBYTERIAN VOLUNTEER SERVICES PROGRAMS FOR THE PHS ALBUQUERQUE FACILITIES WHICH CURRENTLY BOASTS MORE THAN 1,000 VOLUNTEERS. THESE VOLUNTEERS SERVE IN A NUMBER OF AREAS AND POSITIONS INCLUDING THE GIFT SHOPS, HOSPITAL AMBASSADORS, SURGICAL SERVICES, PET THERAPY, BEHAVIORAL HEALTH, INFORMATION SERVICES AT THE FRONT DESK, CANCER CENTER, PEDIATRICS/CHILD LIFE, RONALD MCDONALD FAMILY ROOM, HOSPICE, ER, CENTER FOR COMMUNITY HEALTH, FOOD COURT, WOMEN'S RESOURCE CENTER, MEDICAL STAFF AFFAIRS, MOTHER BABY CARE, RADIOLOGY, HOUSEKEEPING, AND HEALTHPLEX/AQUATICS, AS WELL AS SOME SPECIAL COMMUNITY HEALTH PROJECTS. COMMUNITY BENEFIT: THE FOUNDATION SOLICITS GIFTS FROM INDIVIDUALS, CORPORATIONS AND FOUNDATIONS, AND HAS A NUMBER OF FUNDRAISING CAMPAIGNS AND SPECIAL EVENTS THROUGHOUT THE YEAR DESIGNED TO RAISE FUNDS FOR BOTH 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 UTILIZED TO CREATE ENDOWED FUNDS. PLANNED GIFTS ARE MOST OFTEN GIVEN IN THE FORM OF BEQUESTS, CHARITABLE GIFT ANNUITIES, LIFE INSURANCE AND RETIREMENT PLAN BENEFICIARY DESIGNATIONS. IN 2019, MAJOR GIVING TOTALED MORE THAN $3.7 MILLION AND PLANNED GIFTS WERE DOCUMENTED AT $1.4 MILLION. TOGETHER, THEY ACCOUNTED FOR 65 PERCENT OF TOTAL DOLLARS RAISED BY THE FOUNDATION. - DAFFODIL DAYS: THIS ANNUAL EVENT IS ONE THAT OUR COMMUNITY HAS LOOKED FORWARD TO FOR THE PAST 36 YEARS. EACH SPRING, WITH THE HELP OF HUNDREDS OF VOLUNTEERS, FRESH DAFFODILS ARE PREPARED AND SOLD THROUGHOUT THE COMMUNITY. PROCEEDS ARE DIRECTED TO SUPPORT THE OPERATIONS OF A NEW PRESBYTERIAN HOSPICE HOUSE. IN 2019, DAFFODIL DAYS RAISED OVER $196,500. - LAUGHTER IS THE BEST MEDICINE: EACH YEAR, THIS GALA EVENT RAISES FUNDS TO SUPPORT A PRIORITY PROJECT AT PRESBYTERIAN HEALTHCARE SERVICES. IN 2019, PROCEEDS WERE DIRECTED TO SUPPORTING OUR CARDIAC AND PULMONARY REHAB PATIENTS BY EXPANDING CURRENT SERVICES TO ALBUQUERQUES WEST SIDE. THROUGH THE DEVELOPMENT OF THIS NEW FACILITY STAFF WILL BE ABLE TO EXPAND ACCESS TO THESE VITAL SERVICES, WHICH ENCOURAGE PATIENTS TO BETTER UNDERSTAND THEIR DISEASE, LEARN HEART STRENGTHENING EXERCISES, BECOME PROACTIVE IN MANAGING THEIR CONDITION AND MOST OF ALL, REGAIN THEIR CONFIDENCE. THE 2019 EVENT HOSTED TO MORE THAN 1,800 ATTENDEES AND FEATURED A SILENT AUCTION, GOURMET DINNER, AND LIVE ENTERTAINMENT FROM A COMEDIC PERFORMER. PROCEEDS EXCEEDED $724,000. - CORNERSTONE CAMPAIGN: THE COMMUNITY CORNERSTONE CAMPAIGN IS PRESBYTERIAN HEALTHCARE FOUNDATIONS ANNUAL FUND DRIVE FOCUSING ON GIFTS OF LESS THAN $10,000 FROM COMMUNITY (NON-EMPLOYEE) DONORS. CORNERSTONE IS THE BACKBONE OF THE FOUNDATIONS FUNDRAISING EFFORTS FOCUSING ON NEW DONOR ACQUISITION AND RETENTION. TWO OF THE CAMPAIGNS PRIMARY INITIATIVES ARE THE GUARDIAN ANGEL GRATEFUL PATIENT PROGRAM AND THE BI-ANNUAL PHONING CAMPAIGN. IN 2019, CORNERSTONE RAISED MORE THAN $434,000 TO SUPPORT PROGRAMS, EDUCATION, AND EQUIPMENT ACROSS PRESBYTERIAN. - PRESGIVING CAMPAIGN: PRESGIVING IS THE ANNUAL CAMPAIGN THROUGH WHICH PRESBYTERIAN EMPLOYEES ARE ENCOURAGED TO GIVE PHILANTHROPIC GIFTS PRIMARILY THROUGH PAYROLL DEDUCTIONS AND PAID TIME OFF. THIS EMPLOYEE FOCUSED CAMPAIGN HAS TWO PRIMARY COMPONENTS; THE RECRUITMENT OF NEW EMPLOYEE DONORS THROUGH THE BRILLIANCE IN THE BASICS ORIENTATION HELD EVERY TWO WEEKS AND A CONCENTRATED SIX-WEEK FALL CAMPAIGN CONDUCTED ACROSS THE SYSTEM IN PARTNERSHIP WITH UNITED WAY OF CENTRAL NEW MEXICO. THE 2019 CAMPAIGN SAW DESIGNATIONS TO THE FOUNDATION ALONE EXCEED $1.49 MILLION TO SUPPORT A VARIETY OF PROGRAMS AND NEEDS THROUGHOUT PRESBYTERIAN HEALTHCARE SERVICES. PHILANTHROPIC IMPACT: EVERY GIFT TO PRESBYTERIAN HEALTHCARE FOUNDATION MAKES A DIFFERENCE, HELPING TO SUPPORT NEW CARE PROGRAMS, TECHNICAL INNOVATIONS, ADVANCED EDUCATION, AND PATIENT ASSISTANCE. THE FOUNDATION WORKS WITH THE PRESBYTERIAN COMMUNITY AND HEALTHCARE LEADERSHIP TO IDENTIFY THE AREAS OF GREATEST NEED AND GREATEST OPPORTUNITY. HERE ARE JUST A FEW OF THE WAYS THAT PHILANTHROPY IMPACTED OUR PATIENTS, MEMBERS AND STAFF IN 2019: - 859 PATIENT AND COMMUNITY MEMBERS WERE SERVED BY THE NEW PRESBYTERIAN COMMUNITY HEALTH RESOURCE CENTERS FOOD FARMACY, WELLNESS RESOURCE CENTER AND OTHER SERVICES. - EMERGENT FINANCIAL SUPPORT WAS PROVIDED TO 3,314 OF OUR PATIENTS AND THEIR FAMILIES TO ASSIST WITH LODGING, TRANSPORTATION, MEALS AND OTHER NEEDS TO HELP BRIDGE THE GAP DURING DIFFICULT TIMES. - MORE THAN $280,000 WAS INVESTED TO SUPPORT PATIENTS BATTLING CANCER. - 3,607 STAFF MEMBERS RECEIVED THE OPPORTUNITY FOR FURTHER EDUCATION OR TRAINING. - 100 PRESBYTERIAN EMPLOYEES EXPERIENCING CATASTROPHIC SITUATIONS RECEIVED ASSISTANCE FROM THE EMPLOYEE CARE FUND LENDING THEM A HAND WHEN THEY NEEDED IT MOST. - 74 PRESBYTERIAN STAFF MEMBERS WERE HONORED WITH THE FOUNDATIONS GUARDIAN ANGEL AWARD RECOGNIZING THEIR DELIVERY OF EXCELLENT CARE.
FORM 990, PART III, LINE 4D	PROVIDE SUPPORT, FUND EQUIPMENT, EDUCATION, AND OTHER HEALTHCARE ACTIVITIES (OTHER THAN THOSE SPECIFICALLY LISTED BELOW): $ 643,019 1. SANTA FE MEDICAL CENTER $ 485,500 2. ACP SYSTEM $ 250,000 3. ARRHYTHMIA CENTER $ 250,000 CENTER FOR COMMUNITY HEALTH 220,127 PATHWAYS TO NURSING SCHOLARSHIPS 191,065 RRMC CAPITAL CAMPAIGN 150,000 RMC CADIOVASCULAR LAB EQUIPMENT 147,051 RADIOLOGY ONCOLOGY CHANGING ROOM 125,000 OFFICE RESEARCH AND ADMINISTRATION 117,222 KH GOWN AREA REMODEL 100,000 PMG FUNDUS CAMERAS 83,416 SIM CENTER 74,025 HOMECARE HOSPICE DAFFODIL PROCEEDS 68,600 RELATIONS COMMUNICATIONS PROGRAM 67,507 BEHAVIORAL HEALTH 62,461 EMERGENCY PATIENCE ASSISTANCE 51,750 CARE FUND 51,686 WILSON CARDIOLOGY CONFERENCE 51,492 SURGICAL BENCH CAMERAS 50,377 CCH FOOD FARMACY 50,000 PHYSICIANS RECOGNITION DINNER 49,556 SPIRIT HALLOWEEN PROCEEDS CHILD LIFE ASSISTANCE 49,208 PHS VOLUNTEER SERVICES PROGRAM SUPPORT 42,570 CANCER PATIENT SUPPORT 39,724 SGH HOSPITAL 34,771 PRIDE 34,713 CPI INSTRUCTOR TRAINING 32,490 TRAIN THE TRAINER 29,647 PEDIATRIC HEM/ONC PROGRAM 26,821 ETCO2 MODULE 25,950 SGH CANCER PATIENT ASSISTANCE FUND 25,568 ESPANOLA HOSPITAL 21,516 CLINICAL EDUCATION STIPEND 19,500 NTI CONFERENCE 19,353 CANCER PATIENT FINANCIAL ASSISTANCE 18,625 CARE COORDINATION PATIENT ASSISTANCE FUND 17,978 PEDIATRIC CHRONIC CARE 16,031 ANPD CONFERENCE 14,020 KASEMAN RENAL SERVICES 12,285 HOSPICE BEREAVEMENT 11,862 COMMUNITY HEALTHY LIVING 9,360 STROKE CENTER 8,615 AAS ANITHEFT SYSTEM 7,085 MD ANDERSON LAUGHTER FUNDING 7,037 PEDICATRIC CARIDOLOGY PATIENT SUPPORT 6,914 RAPID FLUID BOLUSES 6,515 PEDIATRIC INFUSION 6,426 PRMC HOSPITAL 6,240 HEALTHPLEX FHL GRANT 5,946 CHILDREN LAUGHTER PROCEEDS 5,777 CANCER SUPPORTIVE SERVICES 5,171 OR MANAGER CONFERENCE 5,159 PEDS PULMONARY BRONCHOSCOPE 5,069 SUBTOTAL "OTHER PROGRAM SERVICE EXPENSES" (OTHER THAN 3 LARGEST PROGRAM SERVICES FOR 2019): $2,932,300
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 $(33,859) OTHER CHANGES IN NET ASSETS $ 42,960 -------------- TOTAL $ 9,101
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 INC
PO BOX 26666	ALBUQUERQUE	NM	87125	850414352	HOLDING CO.	NM	501(c)(2)		PHS	Yes (true)
BERNALILLO COUNTY HEALTHCARE CORP
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)	12, 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