PRESBYTERIAN HEALTHCARE FOUNDATION: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization: PRESBYTERIAN HEALTHCARE FOUNDATION (EIN 85-6016041)
Tax period: 2024-01-01 to 2024-12-31
Filed: 2025-11-16
IRS object ID: 202503209349300195
Schema version: 2024v5.1
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	2025-11-16T21:12:05+00:00	ReturnTs
Tax Period End	2024-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	346565596	PreparerFirmEIN

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	AddressLine1Txt
City	PHOENIX	CityNm
State Abbreviation	AZ	StateAbbreviationCd
ZIP	85004	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2024-01-01	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)
Business Name Control	PRES	BusinessNameControlTxt
Phone	5059236101	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 26666	AddressLine1Txt
City	Albuquerque	CityNm
State Abbreviation	NM	StateAbbreviationCd
ZIP	871256666	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	JAMES STATEN	PersonNm
Person Title	CFO, PHS	PersonTitleTxt
Phone	5059236101	PhoneNum
Signature	2025-11-17	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (true)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Steven T Rutti	PreparerPersonNm
PTIN	P00775456	PTIN
Phone	6023223000	PhoneNum
Preparation	2025-11-12	PreparationDt

Field	Value	IRS element (for citing)
Tax	2024	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RISHI SIKKA MD	BusinessNameLine1Txt

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	$47,438,827	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	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.	ActivityOrMissionDesc
Voting Members Governing Body	22	VotingMembersGoverningBodyCnt
Voting Members Independent	19	VotingMembersIndependentCnt
Total Employee	0	TotalEmployeeCnt
Total Volunteers	260	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
PY Contributions Grants	$4,950,861	PYContributionsGrantsAmt
CY Contributions Grants	$8,095,625	CYContributionsGrantsAmt
PY Program Service Revenue	$0	PYProgramServiceRevenueAmt
CY Program Service Revenue	$0	CYProgramServiceRevenueAmt
PY Investment Income	$5,144,149	PYInvestmentIncomeAmt
CY Investment Income	$6,045,064	CYInvestmentIncomeAmt
PY Other Revenue	-$180,831	PYOtherRevenueAmt
CY Other Revenue	$40,538	CYOtherRevenueAmt
PY Total Revenue	$9,914,179	PYTotalRevenueAmt
CY Total Revenue	$14,181,227	CYTotalRevenueAmt
PY Grants And Similar Paid	$4,708,055	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$10,152,336	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$2,099,971	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$2,290,618	CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$1,394,676	CYTotalFundraisingExpenseAmt
PY Other Expenses	$1,663,152	PYOtherExpensesAmt
CY Other Expenses	$1,713,839	CYOtherExpensesAmt
PY Total Expenses	$8,471,178	PYTotalExpensesAmt
CY Total Expenses	$14,156,793	CYTotalExpensesAmt
PY Revenues Less Expenses	$1,443,001	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$24,434	CYRevenuesLessExpensesAmt
Total Assets BOY	$128,867,601	TotalAssetsBOYAmt
Total Assets EOY	$134,752,867	TotalAssetsEOYAmt
Total Liabilities BOY	$748,137	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$2,188,499	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$128,119,464	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$132,564,368	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	RAISE AND STEWARD FUNDS NECESSARY TO IMPROVE HEALTH AND LIVES IN COMMUNITIES SERVED BY PRESBYTERIAN HEALTHCARE SERVICES, A 501(C)(3) ORGANIZATION, PROVIDING HEALTHCARE SERVICES TO COMMUNITIES IN NEW MEXICO.	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$3,326,619	ExpenseAmt
Grant	$3,326,619	GrantAmt
Revenue	$0	RevenueAmt
Desc	PROGRAM SERVICE ACTIVITY #1 THE PRESBYTERIAN HEALTHCARE ADVANCED LEARNING LAB (HALL), A 25,200-SQUARE-FOOT FACILITY AT THE PRESBYTERIAN REV. HUGH COOPER ADMINISTRATIVE CENTER, WAS COMPLETED IN 2024. THE FOUNDATION CONTRIBUTED $3.3 MILLION TOWARD THE $6 MILLION CONSTRUCTION COST. THE HALL IS AN INNOVATIVE LEARNING ENVIRONMENT WHERE HEALTHCARE WORKERS CAN LEARN NEW SKILLS AND REFINE CURRENT SKILLS. THE HALL WILL ALSO HELP TO TRAIN THE NEXT GENERATION OF HEALTHCARE WORKERS. THE FACILITY FEATURES EIGHT SIMULATION AREAS; NEW TECHNOLOGY, INCLUDING AUGMENTED AND VIRTUAL REALITY, PATIENT SIMULATORS; COMPUTER TRAINING ROOMS AND CLASSROOMS.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$910,000	ExpenseAmt
Grant	$910,000	GrantAmt
Revenue	$0	RevenueAmt
Desc	PROGRAM SERVICE ACTIVITY #2 THE PRESBYTERIAN NURSING CAREER PATHWAYS PROGRAM WAS LAUNCHED IN PARTNERSHIP WITH UNITEK LEARNING, PARENT COMPANY OF BROOKLINE COLLEGE, IN 2024. THE PROGRAM PROVIDES ACCELERATED BACHELOR OF SCIENCE IN NURSING (BSN) AND LICENSED PRACTICAL NURSE (LPN) DEGREE PROGRAMS FOR PRESBYTERIAN EMPLOYEES INTERESTED IN NURSING CAREERS. THE FOUNDATION FUNDED ORGANIZATIONAL EXPENSES FOR THE FIRST BSN AND LPN COHORTS ($720,000 FOR RN TO BSN LAUNCH, $190,000 FOR LPN LAUNCH). PATHWAYS IS PROJECTED TO PRODUCE AN ESTIMATED 40 LPN AND 70 BSN GRADUATES EACH YEAR, HELPING TO FILL WORKFORCE GAPS NECESSARY TO IMPROVE ACCESS TO HEALTHCARE.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$779,403	ExpenseAmt
Grant	$779,403	GrantAmt
Revenue	$0	RevenueAmt
Desc	PROGRAM SERVICE ACTIVITY #3 THE PRESBYTERIAN COMMUNITY HEALTH FOOD FARMACY, A REFERRAL-BASED FOOD PANTRY, WAS FUNDED ENTIRELY WITH PHILANTHROPY IN 2024. THE PROGRAM SERVED 752 PATIENTS AT TWO LOCATIONS, WHERE PARTICIPANTS RECEIVED WEEKLY PRODUCE, NUTRITION EDUCATION AND ACCESS TO COMMUNITY RESOURCES TO IMPROVE THEIR HEALTH. FOUNDATION FUNDING FOR THE FOOD FARMACY AND OTHER COMMUNITY HEALTH PROGRAMS TOTALED $779,403 IN 2024.	Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

Field	Value	IRS element (for citing)
Expense	$5,456,849	ExpenseAmt
Grant	$5,136,314	GrantAmt
Revenue	$0	RevenueAmt
Desc	PRESBYTERIAN HEALTHCARE FOUNDATION HAS BEEN FIRMLY COMMITTED TO A SINGULAR PURPOSE -IMPROVING HEALTH-SINCE ITS FOUNDING IN 1968 AS ONE OF THE FIRST 100 HOSPITAL FOUNDATIONS IN THE COUNTRY. IN THE PAST 56 YEARS, WE HAVE PRIORITIZED FUNDRAISING FOR FOUR CORE AREAS: 1) NURSING/STAFF EDUCATION; 2) PATIENT ASSISTANCE (FOR TRANSPORTATION, LODGING AND OTHER BASIC NEEDS); 3) PROGRAM SUPPORT; AND 4) CAPITAL NEEDS (FACILITY CONSTRUCTION/RENOVATION AND EQUIPMENT). OUR DONORS HAVE PROVIDED MILLIONS OF DOLLARS FOR PATIENT-CENTERED WORK, WHICH OTHERWISE MIGHT NOT HAPPEN. PHILANTHROPY IS ESPECIALLY IMPORTANT FOR PRIORITY PROGRAMS THAT AREN'T FINANCIALLY SELF-SUSTAINING, SUCH AS PRESBYTERIAN COMMUNITY HEALTH INITIATIVES ADDRESSING FOOD INSECURITY, AND PROGRAMS SUCH AS RESET, WHICH SUPPORT THE WELL-BEING OF OUR PHYSICIANS AND OTHER PROVIDERS. BECAUSE OUR FOUNDATION OPERATIONS ARE FUNDED ENTIRELY WITH INCOME FROM TWO ENDOWMENTS, WE CAN DIRECT 100% OF NEW CHARITABLE CONTRIBUTIONS TO PROGRAMS AIMED AT IMPROVING HEALTH: NO PORTION OF NEW GIFTS SUPPORT FUNDRAISING OR ADMINISTRATIVE EXPENSES. IN 2024, THE FOUNDATION RAISED $8,091,063 AND PROVIDED $10,152,336 IN IMMEDIATE FUNDING TO PRESBYTERIAN PROGRAMS. INCLUDED IN THESE AMOUNTS ARE CASH, ESTATE AND IN-KIND CONTRIBUTIONS, AND SPECIAL-EVENT INCOME. AS OF DECEMBER 2024, NET ASSETS WERE $132,564,368. 1. FUNDRAISING FOR SPECIFIC PROGRAMS: THE FOUNDATION SOLICITS GIFTS FROM INDIVIDUALS, CORPORATIONS AND FOUNDATIONS, AND COORDINATES FUNDRAISING CAMPAIGNS AND SPECIAL EVENTS THROUGHOUT THE YEAR TO RAISE FUNDS FOR BOTH SPECIFIC CAUSES AND GENERAL HEALTH SYSTEM NEEDS. THESE EFFORTS INCLUDE: * MAJOR AND PLANNED GIFTS: THE FOUNDATION SOLICITS TRANSFORMATIONAL 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, OR UNDESIGNATED. FUNDING CAN BE IMMEDIATELY EXPENDABLE OR TO CREATE OR SUPPLEMENT AN ENDOWED (PERMANENT) FUND. PLANNED GIFTS ARE MOST OFTEN GIVEN IN THE FORM OF BEQUESTS (GIFT DESIGNATION IN A WILL OR LIVING TRUST), AS WELL AS RETIREMENT PLAN AND LIFE INSURANCE BENEFICIARY DESIGNATIONS. IN 2024, MAJOR AND PLANNED GIFTS TOTALED $4.4 MILLION. ADDITIONAL PLEDGES IN MAJOR AND PLANNED GIFTS WERE $565,000. * DAFFODIL DAYS: THIS 42-YEAR-OLD FUNDRAISER IS A WEEK-LONG EVENT, MADE POSSIBLE BY 200+ VOLUNTEERS, SPONSORS AND FLOWER PURCHASERS. DAFFODIL BUNCHES AND ARRANGEMENTS ARE SOLD AT LOCATIONS IN ALBUQUERQUE, RIO RANCHO AND SANTA FE. EVENT PROCEEDS SUPPORT OPERATIONS OF THE PRESBYTERIAN ROBERT WERTHEIM HOSPICE HOUSE, A 10-BED FACILITY PROVIDING END-OF-LIFE (HOSPICE) CARE. IN 2024, DAFFODIL DAYS HAD NET PROCEEDS OF $233,000. * CORNERSTONE CAMPAIGN: THE CORNERSTONE CAMPAIGN SEEKS CONTRIBUTIONS OF LESS THAN $10,000 FROM COMMUNITY MEMBERS (NON-EMPLOYEES) FOR ORGANIZATIONAL PRIORITIES. THE PRIMARY FOCUS IS SECURING CONTRIBUTIONS FROM NEW DONORS AND RETAINING AND GROWING THEIR SUPPORT IN SUBSEQUENT YEARS. THE FOUNDATION'S GUARDIAN ANGEL PROGRAM, WHICH SEEKS GIFTS IN HONOR OF ANY PROVIDER OR STAFF MEMBER, IS A KEY PART OF THE CORNERSTONE PROGRAM, RECOGNIZING THAT GRATITUDE FOR AN EXCEPTIONAL CARE EXPERIENCE IS A PRIMARY MOTIVATOR FOR HEALTHCARE PHILANTHROPY. * PRESGIVING CAMPAIGN: PRESGIVING IS THE ANNUAL EMPLOYEE CAMPAIGN, SEEKING PAYROLL, CASH AND PAID TIME OFF CONTRIBUTIONS. THE CAMPAIGN HAS TWO PRIMARY COMPONENTS: 1) RECRUITMENT OF NEW EMPLOYEE DONORS THROUGH THE "BRILLIANCE IN THE BASICSIENTATION; AND 2) A TWO-MONTH FALL CAMPAIGN CONDUCTED IN PARTNERSHIP WITH UNITED WAY OF NORTH CENTRAL NEW MEXICO. PRESGIVING CONTRIBUTIONS TO PHF TYPICALLY TOTAL AROUND $1 MILLION ANNUALLY FOR PROGRAMS AND NEEDS THROUGHOUT PRESBYTERIAN. 2. PHILANTHROPIC IMPACT: OUR IMPACT IS MEASURED IN BOTH DOLLARS AND LIVES TOUCHED. IN 2024, THE FOUNDATION DIRECTED $10.2 MILLION BACK TO PRESBYTERIAN HEALTHCARE SERVICES (PHS)-THE HIGHEST TOTAL IN RECENT YEARS. THIS FUNDING CAME AT A TIME OF ENORMOUS FINANCIAL CHALLENGES FOR PHS, UNDERSCORING PHILANTHROPY AS A CRITICAL FUNDING SOURCE. A MAJOR HIGHLIGHT OF 2024 WAS COMPLETION OF THE NEW PRESBYTERIAN HEALTHCARE ADVANCED LEARNING LAB (HALL), HIGHLIGHTED IN PROGRAM SERVICE ACTIVITY #1. THIS $6 MILLION PROJECT WAS SUPPORTED WITH $3.2 MILLION OF UNRESTRICTED FUNDS FROM THE FOUNDATION. THE FOUNDATION CONTINUES TO DIRECT SIGNIFICANT FUNDING TO COMMUNITY HEALTH PRIORITY PROGRAMS, RECOGNIZING THAT 80 PERCENT OF HEALTH AND WELL-BEING ARE DUE TO FACTORS OUTSIDE CLINICS AND HOSPITALS (INCLUDING HUNGER/FOOD INSECURITY). THE FOOD FARMACY, A TOP FUNDRAISING PRIORITY, IS HIGHLIGHTED IN PROGRAM SERVICE ACTIVITY #2. IN KEEPING WITH A LONG-STANDING BELIEF THAT A WELL-TRAINED WORKFORCE IS A LASTING GIFT WE CAN PROVIDE TO PATIENTS, THE FOUNDATION FUNDED CERTIFICATION AND DEGREE PROGRAMS, AND OTHER CONTINUING EDUCATION AND PROFESSIONAL DEVELOPMENT OPPORTUNITIES FOR PRESBYTERIAN EMPLOYEES IN 2024. PHILANTHROPY SUPPORTED 72 SCHOLARSHIPS FOR STAFF CAREGIVERS TO GROW THEIR SKILLS. ADDITIONAL FUNDS HELPED TO LAUNCH THE NEW NURSING CAREERS PATHWAYS PROGRAM PROVIDING ACCELERATED BACHELOR OF SCIENCE IN NURSING AND LICENSE PRACTICAL NURSING DEGREE PROGRAMS, HIGHLIGHTED IN PROGRAM SERVICE ACTIVITY #3. THE FOUNDATION FULFILLED ITS $500,000 ANNUAL OBLIGATION FOR OPERATIONS OF THE PRESBYTERIAN ROBERT WERTHEIM HOSPICE HOUSE, WHICH SERVED 200 PATIENTS IN 2024 AT ITS 10-BED FACILITY. THE PRESBYTERIAN PACE ACADEMY - A PROGRAM WHICH EMPLOYS A FULL-TIME TEACHER, WHO WORKS WITH PEDIATRIC PATIENTS FACING LONG HOSPITAL STAYS - REMAINS FUNDED ENTIRELY BY PHILANTHROPY. SINCE ITS INCEPTION, THE PACE ACADEMY HAS HELPED MORE THAN 90 STUDENTS RETURN TO SCHOOL. THE FOUNDATION CONTINUED TO DIRECT SIGNIFICANT FUNDING FOR PATIENT ASSISTANCE. IN 2024, $196,000 COVERED MEALS, LODGING, TRANSPORTATION AND OTHER UGENT NEEDS FOR PATIENTS IN TREATMENT. FUNDING FOR PRIORITY EQUIPMENT AND TECHNOLOGY NEEDS HELPED PHS STRETCH ITS LIMITED BUDGET IN 2024. EXAMPLES OF EQUIPMENT AND TECHNOLOGY PROJECTS SUPPORTED BY PHILANTHROPY INCLUDE: TELEHEALTH EXPANSION FOR CRITICAL CARE, HEART/VASCULAR CARE, BEHAVIORAL HEALTH AND EMERGENCY CARE; ARTICIFICAL INTELLIGENCE AND AUTOMATION TECHNOLOGY TO CLOSE CARE GAPS FOR PATIENTS, ESPECIALLY THOSE WITH CHRONIC DISEASE; MRI AND ULTRASOUND FUSION EQUIPMENT FOR UROLOGY CARE, RETINAL SCANNERS FOR IMAGING PEDIATRIC PATIENTS, AND LABORATORY EQUIPMENT FOR THE EMERGENCY DEPARTMENT AT PRESBYTERIAN RUST MEDICAL CENTER.	Desc

Field	Value	IRS element (for citing)
Total Other Prog Srvc Expense	$5,456,849	TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant	$5,136,314	TotalOtherProgSrvcGrantAmt
Total Program Service Expenses	$10,472,871	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	Yes (true)	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	false	LobbyingActivitiesInd
Subject To Proxy Tax	false	SubjectToProxyTaxInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	false	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Donor Rstr Or Quasi Endowments	Yes (true)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (true)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	false	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	false	ReportOtherAssetsInd
Report Other Liabilities	Yes (true)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (true)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (true)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (true)	ConsolidatedAuditFinclStmtInd
School Operating	false	SchoolOperatingInd
Foreign Office	false	ForeignOfficeInd
Foreign Activities	false	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	Yes (true)	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	Yes (true)	GrantsToOrganizationsInd
Grants To Individuals	false	GrantsToIndividualsInd
Schedule J Required	Yes (true)	ScheduleJRequiredInd
Tax Exempt Bonds	false	TaxExemptBondsInd
Escrow Account	false	EscrowAccountInd
On Behalf Of Issuer	false	OnBehalfOfIssuerInd
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
Info In Schedule O Part V	Yes (X)	InfoInScheduleOPartVInd
IRP Document	0	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
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	22	GoverningBodyVotingMembersCnt
Independent Voting Member	19	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
Policies Reference Chapters	false	PoliciesReferenceChaptersInd
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
Written Policy Or Procedure	false	WrittenPolicyOrProcedureInd
States Where Copy Of Return Is Fld	NM	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	KEVIN NOWELL CPA	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
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

Field	Value	IRS element (for citing)
No Listed Persons Compensated	Yes (X)	NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (28 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt
HELEN GREVEY
DIRECTOR / SECRETARY	1.0	0.0	Yes (X)	Yes (X)	$0	$0	$0
JOHN ROCHESTER
DIRECTOR, CHAIR ELECT	1.0	0.0	Yes (X)	Yes (X)	$0	$0	$0
SCOTTIE PIERCE PHD
DIRECTOR, CHAIR	1.0	0.0	Yes (X)	Yes (X)	$0	$0	$0
TREVOR HATCHELL
DIRECTOR, TREASURER	1.0	0.0	Yes (X)	Yes (X)	$0	$0	$0
AMIT GARG MD
DIRECTOR	1.0	40.0	Yes (X)		$0	$2,154,457	$34,366
ANDREW BACA
DIRECTOR	1.0	0.0	Yes (X)		$0	$0	$0
GARY NIEDERMEIER
DIRECTOR	1.0	0.0	Yes (X)		$0	$0	$0
GLEN DELANEY MD
DIRECTOR	1.0	0.0	Yes (X)		$0	$0	$0
J CARLOS GARCIA
DIRECTOR (TERM: 12/31/2024)	1.0	0.0	Yes (X)		$0	$0	$0
JERON CAMPBELL EDLD
DIRECTOR	1.0	0.0	Yes (X)		$0	$0	$0
KATE DIMOCK
DIRECTOR	1.0	0.0	Yes (X)		$0	$0	$0
LAUREN M CATES
EX-OFFICIO DIRECTOR	1.0	42.0	Yes (X)		$0	$1,308,015	$137,828
LINDA WEIL
DIRECTOR	1.0	0.0	Yes (X)		$0	$0	$0
LORETTA TRAVELI
EX-OFFICIO DIRECTOR	1.0	0.0	Yes (X)		$0	$0	$0
MARK FIDEL
DIRECTOR	1.0	0.0	Yes (X)		$0	$0	$0
MICHAEL M SILVA JR
DIRECTOR	1.0	0.0	Yes (X)		$0	$0	$0
MOLLY BACHECHI
DIRECTOR (TERM: 07/08/2024)	1.0	0.0	Yes (X)		$0	$0	$0
NORMAN BECKER
DIRECTOR, EX OFFICIO	1.0	3.0	Yes (X)		$0	$10,000	$0
RICHARD REIF
DIRECTOR	1.0	0.0	Yes (X)		$0	$0	$0
ROYALE DA
DIRECTOR	1.0	0.0	Yes (X)		$0	$0	$0
RUTH HUNING-GONZALES
DIRECTOR (TERM: 05/13/2024)	1.0	0.0	Yes (X)		$0	$0	$0
SHELLY STEPENASKIE MD
DIRECTOR (TERM: 05/23/2024)	1.0	0.0	Yes (X)		$0	$0	$0
STEPHANIE GEHRES MD
DIRECTOR (TERM: 12/31/2024)	1.0	0.0	Yes (X)		$0	$0	$0
STEVEN M NAKAMURA
DIRECTOR (TERM: 09/13/2024)	1.0	0.0	Yes (X)		$0	$0	$0
TERESA HARTNETT
DIRECTOR	1.0	0.0	Yes (X)		$0	$0	$0
TODD SICKLES
DIRECTOR (TERM: 06/26/2024)	1.0	0.0	Yes (X)		$0	$0	$0
V SUE CLEVELAND EDD
DIRECTOR, PAST CHAIR	1.0	0.0	Yes (X)		$0	$0	$0
RICHARD SCOTT
PRESIDENT	40.0	0.0		Yes (X)	$0	$446,957	$54,577

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$0	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$3,919,429	TotReportableCompRltdOrgAmt
Total Other Compensation	$226,771	TotalOtherCompensationAmt
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
Fionta Incorporated
PO Box 66794	Washington	DC	20035	Software migration
Drury Hotels
828 Paseo de Peralta	Santa Fe	NM	87501	Conference Space
Albuquerque Convention Center
401 2nd St NW	Albuquerque	NM	87102	Conference Space / Catering

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	0	CntrctRcvdGreaterThan100KCnt
Federated Campaigns	$0	FederatedCampaignsAmt
Membership Dues	$0	MembershipDuesAmt
Fundraising	$196,859	FundraisingAmt
Related Organizations	$356,000	RelatedOrganizationsAmt
Government Grants	$0	GovernmentGrantsAmt
All Other Contributions	$7,542,766	AllOtherContributionsAmt
Noncash Contributions	$439,328	NoncashContributionsAmt
Total Contributions	$8,095,625	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt	ExclusionExclusionAmt
$0	$0	$0	$0
$0	$0	$0	$0
$0	$0	$0	$0
$0	$0	$0	$0
$0	$0	$0	$0

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$0	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$3,377,538	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$3,377,538	ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Gross Rents GrossRentsGrp

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

Less Rental Expenses LessRentalExpensesGrp

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

Rental Income Or Loss RentalIncomeOrLossGrp

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

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$35,887,893	SecuritiesAmt
Other	$0	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$33,220,367	SecuritiesAmt
Other	$0	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$2,667,526	SecuritiesAmt
Other	$0	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$2,667,526	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$2,667,526	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$77,771	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$196,859	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$37,233	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$40,538	TotalRevenueColumnAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$40,538	ExclusionAmt

Field	Value	IRS element (for citing)
Gaming Gross Income	$0	GamingGrossIncomeAmt
Gaming Direct Expenses	$0	GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	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
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Miscellaneous Revenue MiscellaneousRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$0	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$14,181,227	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$6,085,602	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$10,152,336	TotalAmt
Program Services	$10,152,336	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

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

Foreign Grants ForeignGrantsGrp

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

Benefits To Members BenefitsToMembersGrp

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

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$2,290,618	TotalAmt
Program Services	$320,535	ProgramServicesAmt
Management And General	$1,180,181	ManagementAndGeneralAmt
Fundraising	$789,902	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$396	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$198	ManagementAndGeneralAmt
Fundraising	$198	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$39,226	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$19,613	ManagementAndGeneralAmt
Fundraising	$19,613	FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

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

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$398,793	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$398,793	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$84,676	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$42,338	ManagementAndGeneralAmt
Fundraising	$42,338	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$90,300	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$45,150	ManagementAndGeneralAmt
Fundraising	$45,150	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$8,770	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$4,385	ManagementAndGeneralAmt
Fundraising	$4,385	FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
Other Purchased Service Admin Exp:	$732,937	$0	$425,324	$307,613
Corporate Allocation	$292,572	$0	$146,286	$146,286
DONOR RECOGNITION	$15,414	$0	$0	$15,414
BOARD EXPENSES	$522	$0	$261	$261

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$50,233	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$26,717	ManagementAndGeneralAmt
Fundraising	$23,516	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$14,156,793	TotalAmt
Program Services	$10,472,871	ProgramServicesAmt
Management And General	$2,289,246	ManagementAndGeneralAmt
Fundraising	$1,394,676	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	$792,688	BOYAmt
EOY	$1,748,662	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$957,090	BOYAmt
EOY	$617,561	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

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

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

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

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

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$83,013	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$0	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$83,013	BOYAmt
EOY	$83,013	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$126,168,196	BOYAmt
EOY	$131,252,849	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

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

Investments Program Related InvestmentsProgramRelatedGrp

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

Intangible Assets IntangibleAssetsGrp

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

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$866,614	BOYAmt
EOY	$1,050,782	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$128,867,601	BOYAmt
EOY	$134,752,867	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$8,716	BOYAmt
EOY	$883,947	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	$739,421	BOYAmt
EOY	$1,304,552	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$748,137	BOYAmt
EOY	$2,188,499	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	$64,811,520	BOYAmt
EOY	$68,130,523	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$63,307,944	BOYAmt
EOY	$64,433,845	EOYAmt

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

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

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

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

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

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

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$128,119,464	BOYAmt
EOY	$132,564,368	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$128,867,601	BOYAmt
EOY	$134,752,867	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$24,434	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$4,351,634	NetUnrlzdGainsLossesInvstAmt
Donated Services And Use Fclts	$0	DonatedServicesAndUseFcltsAmt
Investment Expense	$0	InvestmentExpenseAmt
Prior Period Adjustments	$0	PriorPeriodAdjustmentsAmt
Other Changes In Net Assets	$68,836	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	Yes (true)	FSAuditedInd
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	$7,126,815	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$7,827,555	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$5,813,553	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$4,950,861	CurrentTaxYearMinus1YearAmt
Current Tax Year	$8,095,625	CurrentTaxYearAmt
Total	$33,814,409	TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$0	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$0	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$0	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$0	CurrentTaxYearMinus1YearAmt
Current Tax Year	$0	CurrentTaxYearAmt
Total	$0	TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$0	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$0	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$0	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$0	CurrentTaxYearMinus1YearAmt
Current Tax Year	$0	CurrentTaxYearAmt
Total	$0	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$7,126,815	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$7,827,555	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$5,813,553	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$4,950,861	CurrentTaxYearMinus1YearAmt
Current Tax Year	$8,095,625	CurrentTaxYearAmt
Total	$33,814,409	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$1,839,443	SubstantialContributorsTotAmt
Public Support Total170	$31,974,966	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$2,929,030	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$3,249,987	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$2,416,230	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$2,613,198	CurrentTaxYearMinus1YearAmt
Current Tax Year	$3,377,538	CurrentTaxYearAmt
Total	$14,585,983	TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$87,631	CurrentTaxYearMinus4YearsAmt
Current Tax Year	$40,538	CurrentTaxYearAmt
Total	$128,169	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$0	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$0	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$0	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$0	CurrentTaxYearMinus1YearAmt
Current Tax Year	$0	CurrentTaxYearAmt
Total	$0	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$48,528,561	TotalSupportAmt
Gross Receipts Rltd Activities	$0	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.65889	PublicSupportCY170Pct
Public Support PY170	0.61185	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

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$103,279,668	BeginningYearBalanceAmt
Contributions	$1,425,017	ContributionsAmt
Investment Earnings Or Losses	$10,079,963	InvestmentEarningsOrLossesAmt
Other Expenditures	$2,814,540	OtherExpendituresAmt
Administrative Expenses	$4,291,291	AdministrativeExpensesAmt
End Year Balance	$107,678,817	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$95,590,796	BeginningYearBalanceAmt
Contributions	$1,151,189	ContributionsAmt
Investment Earnings Or Losses	$10,818,383	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$0	GrantsOrScholarshipsAmt
Other Expenditures	$1,379,954	OtherExpendituresAmt
Administrative Expenses	$2,900,746	AdministrativeExpensesAmt
End Year Balance	$103,279,668	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$110,267,638	BeginningYearBalanceAmt
Contributions	$735,911	ContributionsAmt
Investment Earnings Or Losses	-$10,820,601	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$0	GrantsOrScholarshipsAmt
Other Expenditures	$1,378,222	OtherExpendituresAmt
Administrative Expenses	$3,213,930	AdministrativeExpensesAmt
End Year Balance	$95,590,796	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$97,499,965	BeginningYearBalanceAmt
Contributions	$2,734,101	ContributionsAmt
Investment Earnings Or Losses	$14,579,748	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$0	GrantsOrScholarshipsAmt
Other Expenditures	$1,692,213	OtherExpendituresAmt
Administrative Expenses	$2,853,963	AdministrativeExpensesAmt
End Year Balance	$110,267,638	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$89,981,902	BeginningYearBalanceAmt
Contributions	$784,137	ContributionsAmt
Investment Earnings Or Losses	$10,406,994	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$0	GrantsOrScholarshipsAmt
Other Expenditures	$1,040,439	OtherExpendituresAmt
Administrative Expenses	$2,632,629	AdministrativeExpensesAmt
End Year Balance	$97,499,965	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.56	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.14	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.3	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	$2,263	OtherCostOrOtherBasisAmt
Book Value	$2,263	BookValueAmt

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	$83,013	TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDesc	AmtAmt
Federal Income Taxes
DUE FROM PHS	$1,089,914
ANNUITY OBLIGATIONS	$214,638

Field	Value	IRS element (for citing)
Total Liability	$1,304,552	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$18,335,814	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$4,351,634	NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts	$95,865	DonatedServicesAndUseFcltsAmt
Recoveries Prior Year Grants	$103,561	RecoveriesPriorYearGrantsAmt
Other Revenue	$0	OtherRevenueAmt
Revenue Not Reported	$4,551,060	RevenueNotReportedAmt
Revenue Subtotal	$13,784,754	RevenueSubtotalAmt
Investment Expenses Not Incld	$396,473	InvestmentExpensesNotIncldAmt
Other Revenues Not Included	$0	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	$396,473	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$14,181,227	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$13,890,911	TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts	$95,865	DonatedServicesUseFcltsAmt
Prior Year Adjustments	$0	PriorYearAdjustmentsAmt
Other Expenses Included	$0	OtherExpensesIncludedAmt
Expenses Not Reported	$95,865	ExpensesNotReportedAmt
Expenses Subtotal	$13,795,046	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$398,793	InvestmentExpensesNotIncld2Amt
Other Expenses Not Included	-$37,046	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	$361,747	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$14,156,793	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule D, Part V, Line 4 Intended uses of endowment funds	THE FOUNDATION'S ENDOWMENT FUNDS CONSIST OF APPROXIMATELY 74 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 FIN 48 (ASC 740) footnote	ASC 740, INCOME TAXES, 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 PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE, AND TRANSITION. PRESBYTERIAN RECOGNIZES INTEREST ASSESSED RELATED TO TAX CONTINGENCIES IN INTEREST EXPENSE AND PENALTIES IN OPERATING EXPENSES. AS OF DECEMBER 31, 2024, AND 2023, THERE WAS NO SIGNIFICANT IMPACT ON THE COMBINED FINANCIAL STATEMENTS RELATED TO THE TAX POSITIONS TAKEN. THERE WERE NO SIGNIFICANT TAX POSITIONS TAKEN BY MANAGEMENT THAT REQUIRED ACCRUAL AS OF DECEMBER 31, 2024, OR 2023.
Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements	Other Fundraising Expenses - -37046

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	LAUGHTER	Event1Nm
Gross Receipts Event1	$3,746	GrossReceiptsEvent1Amt
Charitable Contri Event1	$3,746	CharitableContriEvent1Amt
Gross Revenue Event1	$0	GrossRevenueEvent1Amt
Other Direct Expenses Event1	-$6,750	OtherDirectExpensesEvent1Amt
Event2	DAFFODIL DAYS	Event2Nm
Gross Receipts Event2	$270,884	GrossReceiptsEvent2Amt
Charitable Contri Event2	$193,113	CharitableContriEvent2Amt
Gross Revenue Event2	$77,771	GrossRevenueEvent2Amt
Other Direct Expenses Event2	$43,983	OtherDirectExpensesEvent2Amt
Gross Revenue Other Events	$0	GrossRevenueOtherEventsAmt
Gross Receipts Total	$274,630	GrossReceiptsTotalAmt
Charitable Contributions Tot	$196,859	CharitableContributionsTotAmt
Gross Revenue Total Events	$77,771	GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events	$37,233	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$37,233	DirectExpenseSummaryEventsAmt
Net Income Summary	$40,538	NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	PRESBYTERIAN HEALTHCARE SERVICES	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 266666	AddressLine1Txt
City	ALBUQUERQUE	CityNm
State Abbreviation	NM	StateAbbreviationCd
ZIP	87125	ZIPCd

Field	Value	IRS element (for citing)
Recipient EIN	850105601	RecipientEIN
IRC Section	501(C)(3)	IRCSectionDesc
Cash Grant	$10,152,336	CashGrantAmt
Purpose Of Grant	SUPPORT	PurposeOfGrantTxt

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 Procedures for monitoring use of grant funds	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 AND APPROVED BY A SENIOR LEADER GROUP FROM PRESBYTERIAN HEALTHCARE SERVICES TO ENSURE ALL DISBURSEMENTS ALIGN WITH SYSTEM PRIORITIES. RECIPIENTS ARE NOTIFIED AND FUNDING TAKES PLACE THE FOLLOWING FISCAL YEAR. FUNDING FOR PHS PROGRAMS OCCURS AS FOLLOWS: DURING THE ALLOCATION YEAR, RECIPIENTS MAY SUBMIT INVOICES FOR EXPENSES RELATED TO THE APPROVED PROGRAM OR MAY REQUEST REIMBURSEMENT FOR EXPENSES CHARGED DIRECTLY TO THEIR DEPARTMENT. DOCUMENTATION IS REQUIRED TO SUBSTANTIATE THE EXPENSE INCURRED. THE FUNDS MUST BE USED ONE YEAR FROM THE DATE THAT THEY ARE AWARDED. UNUSED ALLOCATIONS DO NOT CARRY OVER TO THE NEXT YEAR (WITHOUT PRIOR APPROVAL) AND ARE FORFEITED. ALLOCATIONS FOR ONGOING PROGRAMS MUST BE APPLIED FOR EACH YEAR.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Severance Payment	false	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	false	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	false	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	false	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	false	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	false	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	false	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	false	AnyNonFixedPaymentsInd
Initial Contract Exception	false	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 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
AMIT GARG MD
DIRECTOR	$0	$781,705	$0	$1,371,492	$0	$1,260	$0	$17,250	$0	$17,116	$0	$2,188,823	$0	$0
LAUREN M CATES
EX-OFFICIO DIRECTOR	$0	$901,733	$0	$402,878	$0	$3,404	$0	$112,364	$0	$25,464	$0	$1,445,843	$0	$0
RICHARD SCOTT
PRESIDENT	$0	$331,901	$0	$112,429	$0	$2,627	$0	$20,700	$0	$33,877	$0	$501,534	$0	$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

Schedule J, Part I, Line 3 Methods used to establish compensation of the CEO & Executive Director

PRESBYTERIAN HEALTHCARE FOUNDATION (PHF) RELIES ON ITS PARENT, PRESBYTERIAN HEALTHCARE SERVICES (PHS), TO ESTABLISH THE COMPENSATION FOR THE PRESIDENT OF PHF. PHS EMPLOYS AN INDEPENDENT COMPENSATION CONSULTANT, A WRITTEN EMPLOYMENT CONTRACT, AND COMPENSATION STUDIES TO ENSURE THE COMPENSATION IS REASONABLE. FINALLY, THE PRESIDENT'S COMPENSATION IS APPROVED BY THE PHS CEO, BASED ON GUIDANCE RECEIVED FROM THE PHS BOARD'S INDEPENDENT EXECUTIVE COMPENSATION COMMITTEE.

Schedule J, Part II, Column (C) PARTICIPATE OR RECEIVE PAYMENT FROM AN EQUITY-BASED COMP ARRANGEMENT

LAUREN M. CATES IS A PARTICIPANT IN A RETENTION AGREEMENT WITH A RELATED ORGANIZATION. IN 2024, $88,001 WAS DEFERRED UNDER THIS AGREEMENT FOR MS. CATES. THIS AMOUNT IS INCLUDED IN THE REPORTED DEFERRED COMPENSATION.

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

Field	Value	IRS element (for citing)
Contribution	9	ContributionCnt
Noncash Contributions Rpt F990	$406,320	NoncashContributionsRptF990Amt
Method Of Determining Revenues	Other - Valued by Donor	MethodOfDeterminingRevenuesTxt

Books And Publications BooksAndPublicationsGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Noncash Contributions Rpt F990	$640	NoncashContributionsRptF990Amt
Method Of Determining Revenues	Cost	MethodOfDeterminingRevenuesTxt

Clothing And Household Goods ClothingAndHouseholdGoodsGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Noncash Contributions Rpt F990	$16,685	NoncashContributionsRptF990Amt
Method Of Determining Revenues	Cost	MethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)

Non Cash CheckboxNonCashCheckboxInd	DescDesc	ContributionContributionCnt	Noncash Contributions Rpt F990NoncashContributionsRptF990Amt	Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)	Gift Baskets	29	$4,402	Other - Valued by Donor
Yes (X)	Food	10	$5,267	Cost
Yes (X)	Jewlery	1	$3,000	Cost

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 GIFT ACCEPTANCE POLICY

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 Explanations of reporting method for number of contributions

Art - Works of art - Number of Contributions Other - Gift Baskets Number of Contributions Books and publications - number of contributions Clothing and household goods - number of contributions Other - Food number of contributions Other - Jewlery number of contributions

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (12 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Form 990, Part I, Line 6 TOTAL NUMBERS OF VOLUNTEERS	PRESBYTERIAN HEALTHCARE FOUNDATION NEEDS THE SERVICE OF SEVERAL HUNDRED VOLUNTEERS FOR FUNDAISING 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.
Form 990, Part III, Line 4a-4c Description of program services	(Expenses $ 5,456,849 including grants of $ 5,136,314)(Revenue $ 0) PRESBYTERIAN HEALTHCARE FOUNDATION HAS BEEN FIRMLY COMMITTED TO A SINGULAR PURPOSE -IMPROVING HEALTH-SINCE ITS FOUNDING IN 1968 AS ONE OF THE FIRST 100 HOSPITAL FOUNDATIONS IN THE COUNTRY. IN THE PAST 56 YEARS, WE HAVE PRIORITIZED FUNDRAISING FOR FOUR CORE AREAS: 1) NURSING/STAFF EDUCATION; 2) PATIENT ASSISTANCE (FOR TRANSPORTATION, LODGING AND OTHER BASIC NEEDS); 3) PROGRAM SUPPORT; AND 4) CAPITAL NEEDS (FACILITY CONSTRUCTION/RENOVATION AND EQUIPMENT). OUR DONORS HAVE PROVIDED MILLIONS OF DOLLARS FOR PATIENT-CENTERED WORK, WHICH OTHERWISE MIGHT NOT HAPPEN. PHILANTHROPY IS ESPECIALLY IMPORTANT FOR PRIORITY PROGRAMS THAT AREN'T FINANCIALLY SELF-SUSTAINING, SUCH AS PRESBYTERIAN COMMUNITY HEALTH INITIATIVES ADDRESSING FOOD INSECURITY, AND PROGRAMS SUCH AS RESET, WHICH SUPPORT THE WELL-BEING OF OUR PHYSICIANS AND OTHER PROVIDERS. BECAUSE OUR FOUNDATION OPERATIONS ARE FUNDED ENTIRELY WITH INCOME FROM TWO ENDOWMENTS, WE CAN DIRECT 100% OF NEW CHARITABLE CONTRIBUTIONS TO PROGRAMS AIMED AT IMPROVING HEALTH: NO PORTION OF NEW GIFTS SUPPORT FUNDRAISING OR ADMINISTRATIVE EXPENSES. IN 2024, THE FOUNDATION RAISED $8,091,063 AND PROVIDED $10,152,336 IN IMMEDIATE FUNDING TO PRESBYTERIAN PROGRAMS. INCLUDED IN THESE AMOUNTS ARE CASH, ESTATE AND IN-KIND CONTRIBUTIONS, AND SPECIAL-EVENT INCOME. AS OF DECEMBER 2024, NET ASSETS WERE $132,564,368. 1. FUNDRAISING FOR SPECIFIC PROGRAMS: THE FOUNDATION SOLICITS GIFTS FROM INDIVIDUALS, CORPORATIONS AND FOUNDATIONS, AND COORDINATES FUNDRAISING CAMPAIGNS AND SPECIAL EVENTS THROUGHOUT THE YEAR TO RAISE FUNDS FOR BOTH SPECIFIC CAUSES AND GENERAL HEALTH SYSTEM NEEDS. THESE EFFORTS INCLUDE: * MAJOR AND PLANNED GIFTS: THE FOUNDATION SOLICITS TRANSFORMATIONAL 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, OR UNDESIGNATED. FUNDING CAN BE IMMEDIATELY EXPENDABLE OR TO CREATE OR SUPPLEMENT AN ENDOWED (PERMANENT) FUND. PLANNED GIFTS ARE MOST OFTEN GIVEN IN THE FORM OF BEQUESTS (GIFT DESIGNATION IN A WILL OR LIVING TRUST), AS WELL AS RETIREMENT PLAN AND LIFE INSURANCE BENEFICIARY DESIGNATIONS. IN 2024, MAJOR AND PLANNED GIFTS TOTALED $4.4 MILLION. ADDITIONAL PLEDGES IN MAJOR AND PLANNED GIFTS WERE $565,000. * DAFFODIL DAYS: THIS 42-YEAR-OLD FUNDRAISER IS A WEEK-LONG EVENT, MADE POSSIBLE BY 200+ VOLUNTEERS, SPONSORS AND FLOWER PURCHASERS. DAFFODIL BUNCHES AND ARRANGEMENTS ARE SOLD AT LOCATIONS IN ALBUQUERQUE, RIO RANCHO AND SANTA FE. EVENT PROCEEDS SUPPORT OPERATIONS OF THE PRESBYTERIAN ROBERT WERTHEIM HOSPICE HOUSE, A 10-BED FACILITY PROVIDING END-OF-LIFE (HOSPICE) CARE. IN 2024, DAFFODIL DAYS HAD NET PROCEEDS OF $233,000. * CORNERSTONE CAMPAIGN: THE CORNERSTONE CAMPAIGN SEEKS CONTRIBUTIONS OF LESS THAN $10,000 FROM COMMUNITY MEMBERS (NON-EMPLOYEES) FOR ORGANIZATIONAL PRIORITIES. THE PRIMARY FOCUS IS SECURING CONTRIBUTIONS FROM NEW DONORS AND RETAINING AND GROWING THEIR SUPPORT IN SUBSEQUENT YEARS. THE FOUNDATION'S GUARDIAN ANGEL PROGRAM, WHICH SEEKS GIFTS IN HONOR OF ANY PROVIDER OR STAFF MEMBER, IS A KEY PART OF THE CORNERSTONE PROGRAM, RECOGNIZING THAT GRATITUDE FOR AN EXCEPTIONAL CARE EXPERIENCE IS A PRIMARY MOTIVATOR FOR HEALTHCARE PHILANTHROPY. * PRESGIVING CAMPAIGN: PRESGIVING IS THE ANNUAL EMPLOYEE CAMPAIGN, SEEKING PAYROLL, CASH AND PAID TIME OFF CONTRIBUTIONS. THE CAMPAIGN HAS TWO PRIMARY COMPONENTS: 1) RECRUITMENT OF NEW EMPLOYEE DONORS THROUGH THE "BRILLIANCE IN THE BASICSIENTATION; AND 2) A TWO-MONTH FALL CAMPAIGN CONDUCTED IN PARTNERSHIP WITH UNITED WAY OF NORTH CENTRAL NEW MEXICO. PRESGIVING CONTRIBUTIONS TO PHF TYPICALLY TOTAL AROUND $1 MILLION ANNUALLY FOR PROGRAMS AND NEEDS THROUGHOUT PRESBYTERIAN. 2. PHILANTHROPIC IMPACT: OUR IMPACT IS MEASURED IN BOTH DOLLARS AND LIVES TOUCHED. IN 2024, THE FOUNDATION DIRECTED $10.2 MILLION BACK TO PRESBYTERIAN HEALTHCARE SERVICES (PHS)-THE HIGHEST TOTAL IN RECENT YEARS. THIS FUNDING CAME AT A TIME OF ENORMOUS FINANCIAL CHALLENGES FOR PHS, UNDERSCORING PHILANTHROPY AS A CRITICAL FUNDING SOURCE. A MAJOR HIGHLIGHT OF 2024 WAS COMPLETION OF THE NEW PRESBYTERIAN HEALTHCARE ADVANCED LEARNING LAB (HALL), HIGHLIGHTED IN PROGRAM SERVICE ACTIVITY #1. THIS $6 MILLION PROJECT WAS SUPPORTED WITH $3.2 MILLION OF UNRESTRICTED FUNDS FROM THE FOUNDATION. THE FOUNDATION CONTINUES TO DIRECT SIGNIFICANT FUNDING TO COMMUNITY HEALTH PRIORITY PROGRAMS, RECOGNIZING THAT 80 PERCENT OF HEALTH AND WELL-BEING ARE DUE TO FACTORS OUTSIDE CLINICS AND HOSPITALS (INCLUDING HUNGER/FOOD INSECURITY). THE FOOD FARMACY, A TOP FUNDRAISING PRIORITY, IS HIGHLIGHTED IN PROGRAM SERVICE ACTIVITY #2. IN KEEPING WITH A LONG-STANDING BELIEF THAT A WELL-TRAINED WORKFORCE IS A LASTING GIFT WE CAN PROVIDE TO PATIENTS, THE FOUNDATION FUNDED CERTIFICATION AND DEGREE PROGRAMS, AND OTHER CONTINUING EDUCATION AND PROFESSIONAL DEVELOPMENT OPPORTUNITIES FOR PRESBYTERIAN EMPLOYEES IN 2024. PHILANTHROPY SUPPORTED 72 SCHOLARSHIPS FOR STAFF CAREGIVERS TO GROW THEIR SKILLS. ADDITIONAL FUNDS HELPED TO LAUNCH THE NEW NURSING CAREERS PATHWAYS PROGRAM PROVIDING ACCELERATED BACHELOR OF SCIENCE IN NURSING AND LICENSE PRACTICAL NURSING DEGREE PROGRAMS, HIGHLIGHTED IN PROGRAM SERVICE ACTIVITY #3. THE FOUNDATION FULFILLED ITS $500,000 ANNUAL OBLIGATION FOR OPERATIONS OF THE PRESBYTERIAN ROBERT WERTHEIM HOSPICE HOUSE, WHICH SERVED 200 PATIENTS IN 2024 AT ITS 10-BED FACILITY. THE PRESBYTERIAN PACE ACADEMY - A PROGRAM WHICH EMPLOYS A FULL-TIME TEACHER, WHO WORKS WITH PEDIATRIC PATIENTS FACING LONG HOSPITAL STAYS - REMAINS FUNDED ENTIRELY BY PHILANTHROPY. SINCE ITS INCEPTION, THE PACE ACADEMY HAS HELPED MORE THAN 90 STUDENTS RETURN TO SCHOOL. THE FOUNDATION CONTINUED TO DIRECT SIGNIFICANT FUNDING FOR PATIENT ASSISTANCE. IN 2024, $196,000 COVERED MEALS, LODGING, TRANSPORTATION AND OTHER UGENT NEEDS FOR PATIENTS IN TREATMENT. FUNDING FOR PRIORITY EQUIPMENT AND TECHNOLOGY NEEDS HELPED PHS STRETCH ITS LIMITED BUDGET IN 2024. EXAMPLES OF EQUIPMENT AND TECHNOLOGY PROJECTS SUPPORTED BY PHILANTHROPY INCLUDE: TELEHEALTH EXPANSION FOR CRITICAL CARE, HEART/VASCULAR CARE, BEHAVIORAL HEALTH AND EMERGENCY CARE; ARTICIFICAL INTELLIGENCE AND AUTOMATION TECHNOLOGY TO CLOSE CARE GAPS FOR PATIENTS, ESPECIALLY THOSE WITH CHRONIC DISEASE; MRI AND ULTRASOUND FUSION EQUIPMENT FOR UROLOGY CARE, RETINAL SCANNERS FOR IMAGING PEDIATRIC PATIENTS, AND LABORATORY EQUIPMENT FOR THE EMERGENCY DEPARTMENT AT PRESBYTERIAN RUST MEDICAL CENTER.
Form 990, Part V, Line 2a NUMBER OF EMPLOYEES REPORTED ON FORM W-3	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 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 UNRELATED BUSINESS INCOME OF $1000 OR MORE	FORM 990-T IS BEING FILED TO CARRY FORWARD PREVIOUSLY GENERATED NET OPERATING LOSSES TO THE CURRENT YEAR.
Form 990, Part VI, Line 15 PROCESS FOR DETERMINING COMPENSATION	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 7a Members or stockholders electing members of governing body	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 7b Decisions requiring approval by members or stockholders	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 Review of form 990 by governing body	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 CHIEF PEOPLE OFFICER 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 CONTROLLER, 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 AN OFFICER 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 policy	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, Line 19 Required documents available to the public	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 AVAILABLE FREELY TO THE PUBLIC IN THIS MANNER. COPIES OF FINANCIAL STATEMENTS ARE AVAILABLE ON THE MUNICIPAL BOND WEBSITE (WWW.EMMA.MSRB.ORG). THE ORGANIZATION'S GOVERNING DOCUMENTS ARE AVAILABLE ON THE STATE ATTORNEY GENERAL'S WEBSITE. THE ORGANIZATION'S CONFLICT OF INTEREST POLICY IS NOT AVAILABLE TO THE PUBLIC.
Form 990, Part XI, Line 9 Other changes in net assets or fund balances	OTHER CHANGES IN NET ASSETS - 68836; Total - 68836;
Form 990, Part XII, Line 2c Audit Selection Committee	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 (5 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Exempt Code SectionExemptCodeSectionTxt	Public Charity StatusPublicCharityStatusTxt	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Controlled OrganizationControlledOrganizationInd
PRESBYTERIAN HEALTHCARE SERVICES
PO BOX 26666	ALBUQUERQUE	NM	87125	850105601	HEALTHCARE	NM	501(c)(3)	3	NA	false
PRESBYTERIAN PROPERTIES
PO BOX 26666	ALBUQUERQUE	NM	87125	850414352	HOLDING CO.	NM	501(c)(2)		PHS	Yes (true)
BERNALILLO COUNTY HEALTHCARE COPR
PO BOX 26666	ALBUQUERQUE	NM	87125	237329437	AMBULANCE SVC	NM	501(c)(3)	10	PHS	Yes (true)
SOUTHWEST HEALTH FOUNDATION
PO BOX 26666	ALBUQUERQUE	NM	87125	850289728	PHS SUPPORT	NM	501(c)(3)	Type I	PHS	Yes (true)
SUMMITONE ENTERPRISES INC
PO BOX 26666	ALBUQUERQUE	NM	87125	922864082	ADMIN SERVICES	DE	501(c)(3)	7	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 SUPPORT	PrimaryActivitiesTxt
Legal Domicile State	NM	LegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

Field	Value	IRS element (for citing)
Business Name Line1	NA	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
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	Yes (true)	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