PRESBYTERIAN HEALTHCARE FOUNDATION: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization: PRESBYTERIAN HEALTHCARE FOUNDATION (EIN 85-6016041)
Tax period: 2016-01-01 to 2016-12-31
Filed: 2017-11-14
IRS object ID: 201703189349308920
Schema version: 2016v3.1
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	2017-11-14T16:30:36-06:00	ReturnTs
Tax Period End	2016-12-31	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	TWO NORTH CENTRAL AVENUE STE 2300	AddressLine1Txt
City	PHOENIX	CityNm
State Abbreviation	AZ	StateAbbreviationCd
ZIP	85004	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2016-01-01	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	DALE MAXWELL	PersonNm
Person Title	PRESIDENT & CFO	PersonTitleTxt
Phone	5059236101	PhoneNum
Signature	2017-11-14	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	STEVEN T RUTTI	PreparerPersonNm
PTIN	P00775456	PTIN
Phone	6023223000	PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	68.228.206.89	IPv4AddressTxt

Field	Value	IRS element (for citing)
Federal Original Submission Id	86597020173185000011	FederalOriginalSubmissionId
Federal Original Submission Id	2017-11-14	FederalOriginalSubmissionIdDt
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	06B8DB452ABD2763ACE798BAB0418C5DDABCAD01	AtSubmissionCreationDeviceId
At Submission Filing Device Id	75C5EDAB7EBB92AAB100D8D7E73F8E6643DC4F33	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2016	TaxYr
Build TS	2017-02-10 21:41:12Z	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	87125	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$25,903,559	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	37	VotingMembersGoverningBodyCnt
Voting Members Independent	32	VotingMembersIndependentCnt
Total Employee	0	TotalEmployeeCnt
Total Volunteers	261	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$5,257,626	PYContributionsGrantsAmt
CY Contributions Grants	$3,173,420	CYContributionsGrantsAmt
PY Program Service Revenue	$0	PYProgramServiceRevenueAmt
CY Program Service Revenue	$0	CYProgramServiceRevenueAmt
PY Investment Income	$3,292,839	PYInvestmentIncomeAmt
CY Investment Income	$4,519,442	CYInvestmentIncomeAmt
PY Other Revenue	$143,039	PYOtherRevenueAmt
CY Other Revenue	$91,927	CYOtherRevenueAmt
PY Total Revenue	$8,693,504	PYTotalRevenueAmt
CY Total Revenue	$7,784,789	CYTotalRevenueAmt
PY Grants And Similar Paid	$2,649,581	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$2,144,692	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$1,467,352	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$1,416,258	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$21,999	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$6,719	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$1,403,488	CYTotalFundraisingExpenseAmt
PY Other Expenses	$948,809	PYOtherExpensesAmt
CY Other Expenses	$1,038,106	CYOtherExpensesAmt
PY Total Expenses	$5,087,741	PYTotalExpensesAmt
CY Total Expenses	$4,605,775	CYTotalExpensesAmt
PY Revenues Less Expenses	$3,605,763	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$3,179,014	CYRevenuesLessExpensesAmt
Total Assets BOY	$83,143,314	TotalAssetsBOYAmt
Total Assets EOY	$87,958,867	TotalAssetsEOYAmt
Total Liabilities BOY	$748,588	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$398,220	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$82,394,726	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$87,560,647	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	$226,000	ExpenseAmt
Grant	$226,000	GrantAmt
Desc	GRANT TO PRESBYTERIAN HEALTHCARE SERVICES (PHS) FOR THE RIO RANCHO HOSPITAL FUND - A PROGRAM DEVELOPED TO FUND THE NEW HOSPITAL AND OTHER HEALTHCARE FACILITIES IN RIO RANCHO, NEW MEXICO. THE FOUNDATION LAUNCHED A MAJOR CAPITAL CAMPAIGN IN 2010 TO HELP FUND THE NEW RUST MEDICAL CENTER IN RIO RANCHO, NEW MEXICO. THIS FUNDRAISING WAS COMPLETED IN 2014 AND RAISED A TOTAL OF $20 MILLION SINCE ITS INCEPTION THROUGH PERSONAL SOLICITATION OF BOARD MEMBERS, EMPLOYEES, VOLUNTEER SERVICES, PHYSICIANS AND COMMUNITY MEMBERS. IN 2016, $226,000 WAS ALLOCATED TO THE RIO RANCHO HOSPITAL FUND FROM FUNDS COLLECTED IN PRIOR YEARS.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$255,977	ExpenseAmt
Grant	$255,977	GrantAmt
Desc	GRANTS TO PHS FOR NURSING & CLINICAL EDUCATION FUNDING - NURSING EDUCATION HAS HISTORICALLY BEEN THE SINGLE-LARGEST BENEFICIARY OF PRESBYTERIAN HEALTHCARE FOUNDATION ALLOCATIONS. IN 2016, FUNDS SUPPORTED NURSING SCHOLARSHIPS, CERTIFICATIONS AND CONFERENCES, AND OTHER EDUCATIONAL PROGRAMS INCLUDING THE CLINICAL LEADERSHIP INSTITUTE, PRESBYTERIAN MEDICAL GROUP NURSING ORIENTATION, AND NURSE PRACTITIONER TRAINING PROGRAM. CONTINUING EDUCATION FOR NURSES AND ALLIED PROFESSIONALS IS CRITICAL TO STAYING ABREAST OF ADVANCES IN HEALTH CARE, WHICH HELPS TO ENSURE THAT PATIENTS RECEIVE LEADING-EDGE TREATMENT. TOTAL SUPPORT IN 2016 EQUALLED $255,977.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$99,817	ExpenseAmt
Grant	$99,817	GrantAmt
Desc	SENIOR TRANSPORTATION ASSISTANCE: THE PROGRAM ASSISTS PHS PATIENTS AGE 60 OR OVER THAT ARE IN NEED OF TRANSPORTATION FOR THEIR MEDICALLY RELATED APPOINTMENTS. FREQUENT DISBURSEMENTS ARE MADE TO COVER THE COST OF TRANSPORTATION FOR SENIORS INCLUDING CAB RIDES AND OTHER TRANSPORTATION TO DOCTOR APPOINTMENTS, REHAB, ETC. TOTAL SUPPORT IN 2016 EQUALLED $99,817.	Desc

Field	Value	IRS element (for citing)
Total Other Prog Srvc Expense	$1,562,898	TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant	$1,562,898	TotalOtherProgSrvcGrantAmt
Total Program Service Expenses	$2,144,692	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
Temp Or Permanent Endowments	Yes (true)	TempOrPermanentEndowmentsInd
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 With Officer Ent	false	BusinessRlnWithOfficerEntInd
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	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
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	37	GoverningBodyVotingMembersCnt
Independent Voting Member	32	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 (41 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
ELIZABETH ALLBRIGHT
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
JOHN CAREY
DIRECTOR/CHAIR ELECT	1.0	0.0	Yes (X)	$0	$0	$0
SUE CLEVELAND
DIRECTOR	1.0	0.0	Yes (X)	$0	$0	$0
ORLANDO CORREA
DIRECTOR	1.0	0.0	Yes (X)	$0	$0	$0
JENNIFER CULVER MD
DIRECTOR	1.0	32.0	Yes (X)	$0	$241,914	$42,000
JEANNINE DANIELS
DIRECTOR	1.0	0.0	Yes (X)	$0	$0	$0
KATHLEEN DAVIS RN
DIRECTOR	1.0	40.0	Yes (X)	$0	$618,910	$120,238
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
DANIEL FRIEDMAN MD
DIRECTOR	1.0	40.0	Yes (X)	$0	$705,258	$75,837
CHOUDARY GANGA MD
DIRECTOR	1.0	0.0	Yes (X)	$0	$0	$0
JANE GULLEY RN
DIRECTOR	1.0	32.0	Yes (X)	$0	$70,781	$9,816
ANDREA HANSON
DIRECTOR / 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 / PAST CHAIR	1.0	0.0	Yes (X)	$0	$0	$0
VICTOR JURY JR TERM 0616
DIRECTOR	1.0	0.0	Yes (X)	$0	$0	$0
BART KINNEY III
DIRECTOR	1.0	0.0	Yes (X)	$0	$0	$0
W ROBERT LASATER
DIRECTOR	1.0	0.0	Yes (X)	$0	$0	$0
ANN LEIGH
EX-OFFICIO DIRECTOR	1.0	0.0	Yes (X)	$0	$0	$0
C HERMAN MAUNEY
DIRECTOR	1.0	0.0	Yes (X)	$0	$0	$0
ROBERT F MELENDEZ MD
DIRECTOR	1.0	0.0	Yes (X)	$0	$0	$0
LAURA MITCHELL MDTERM 0616
DIRECTOR	1.0	20.0	Yes (X)	$0	$69,382	$11,458
SHIRLEY MORRISON
DIRECTOR	1.0	0.0	Yes (X)	$0	$0	$0
LESLIE E NEAL
DIRECTOR / SECRETARY	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
GEORGE W RHODES PHD
DIRECTOR	1.0	0.0	Yes (X)	$0	$0	$0
ROBERT ROSENBERG MD
DIRECTOR	1.0	0.0	Yes (X)	$0	$0	$0
KIMBERLY SAWYER
DIRECTOR	1.0	0.0	Yes (X)	$0	$0	$0
CHRIS SPENCER
DIRECTOR	1.0	41.0	Yes (X)	$0	$316,745	$38,288
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
KATHIE WINOGRAD PHD
EX-OFFICIO DIRECTOR	1.0	3.0	Yes (X)	$0	$0	$0
JAMES HINTON
EX-OFFICIO DIRECTOR	1.0	42.0	Yes (X)	$0	$915,866	$385,668
GIUSEPPE RIZZA
PRESIDENT	40.0	0.0		$0	$304,806	$38,393	Yes (X)
RUTH JONES
TREASURER	2.0	40.0		$0	$101,951	-$31,408	Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$0	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$3,345,613	TotReportableCompRltdOrgAmt
Total Other Compensation	$690,290	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
CONVERSANT SOLUTIONS LLC
1406 PEARL STREET 2ND FLOOR	BOULDER	CO	80302	CONSULTING SERVICES	$160,000
YELLOW CAB COMPANY
PO BOX 25123	ALBUQUERQUE	NM	87125	INDIGENT TRANSPORT	$123,452
MARTSLUNDY
1200 WALL STREET WEST 5TH FLOOR	LYNDHURST	NJ	07071	CONSULTING SERVICES	$109,863

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	3	CntrctRcvdGreaterThan100KCnt
Fundraising	$492,612	FundraisingAmt
Related Organizations	$50,569	RelatedOrganizationsAmt
All Other Contributions	$2,630,239	AllOtherContributionsAmt
Noncash Contributions	$294,896	NoncashContributionsAmt
Total Contributions	$3,173,420	TotalContributionsAmt
Total Program Service Revenue	$0	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$2,449,191	TotalRevenueColumnAmt
Exclusion	$2,449,191	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	$23,867	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	$8,496	RealAmt
Personal	$0	PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$8,496	TotalRevenueColumnAmt
Exclusion	$8,496	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$19,835,547	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$17,765,296	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$2,070,251	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$2,070,251	TotalRevenueColumnAmt
Exclusion	$2,070,251	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$383,118	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$492,612	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$331,978	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$51,140	TotalRevenueColumnAmt
Exclusion	$51,140	ExclusionAmt

Field	Value	IRS element (for citing)
Gaming Gross Income	$23,820	GamingGrossIncomeAmt
Gaming Direct Expenses	$6,125	GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$17,695	TotalRevenueColumnAmt
Exclusion	$17,695	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

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	Registration Fees	Desc
Business	900099	BusinessCd
Total Revenue Column	$14,596	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$14,596	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$14,596	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$7,784,789	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$4,611,369	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$2,144,692	TotalAmt
Program Services	$2,144,692	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

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

Foreign Grants ForeignGrantsGrp

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

Benefits To Members BenefitsToMembersGrp

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

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

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

Comp Disqual Persons CompDisqualPersonsGrp

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

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$1,416,258	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$708,129	ManagementAndGeneralAmt
Fundraising	$708,129	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	$518	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$259	ManagementAndGeneralAmt
Fundraising	$259	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$34,726	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$17,363	ManagementAndGeneralAmt
Fundraising	$17,363	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	$6,719	TotalAmt
Fundraising	$6,719	FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$285,529	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$285,529	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$282,188	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$139,946	ManagementAndGeneralAmt
Fundraising	$142,242	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	$62,446	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$31,223	ManagementAndGeneralAmt
Fundraising	$31,223	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	$24	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$12	ManagementAndGeneralAmt
Fundraising	$12	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	$13,434	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$6,717	ManagementAndGeneralAmt
Fundraising	$6,717	FundraisingAmt

Interest InterestGrp

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

Payments To Affiliates PaymentsToAffiliatesGrp

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

Depreciation Depletion DepreciationDepletionGrp

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

Insurance InsuranceGrp

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

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
CORPORATE ALLOCATION	$200,000	$0	$100,000	$100,000
DONOR RECOGNITION	$53,846	$0	$0	$53,846
BUSINESS MILEAGE	$5,068	$0	$2,534	$2,534
BUSINESS MEALS	$4,530	$0	$2,265	$2,265

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$5,497	TotalAmt
Management And General	$3,997	ManagementAndGeneralAmt
Fundraising	$1,500	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$4,605,775	TotalAmt
Program Services	$2,144,692	ProgramServicesAmt
Management And General	$1,057,595	ManagementAndGeneralAmt
Fundraising	$1,403,488	FundraisingAmt

Total Joint Costs TotalJointCostsGrp

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

Cash Non Interest Bearing CashNonInterestBearingGrp

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

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$1,359,217	BOYAmt
EOY	$1,010,178	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$2,049,248	BOYAmt
EOY	$1,075,256	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	$146,726	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$410,983	BOYAmt
EOY	$395,612	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$78,625,713	BOYAmt
EOY	$84,852,998	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	$698,153	BOYAmt
EOY	$624,823	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$83,143,314	BOYAmt
EOY	$87,958,867	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$131,736	BOYAmt
EOY	$113,718	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	$616,852	BOYAmt
EOY	$284,502	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$748,588	BOYAmt
EOY	$398,220	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$45,546,103	BOYAmt
EOY	$48,214,315	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$25,997,652	BOYAmt
EOY	$28,125,991	EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$10,850,971	BOYAmt
EOY	$11,220,341	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$82,394,726	BOYAmt
EOY	$87,560,647	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$83,143,314	BOYAmt
EOY	$87,958,867	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$3,179,014	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$2,013,276	NetUnrlzdGainsLossesInvstAmt
Donated Services And Use Fclts	$0	DonatedServicesAndUseFcltsAmt
Investment Expense	$0	InvestmentExpenseAmt
Prior Period Adjustments	-$26,369	PriorPeriodAdjustmentsAmt
Info In Schedule O Part XII	Yes (X)	InfoInScheduleOPartXIIInd
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	Yes (true)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Consol And Sep Basis Fincl Stmt	Yes (X)	ConsolAndSepBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (true)	AuditCommitteeInd
Federal Grant Audit Required	false	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Public Organization170	Yes (X)	PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$3,099,141	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$2,690,690	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$2,489,009	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$5,257,626	CurrentTaxYearMinus1YearAmt
Current Tax Year	$3,173,420	CurrentTaxYearAmt
Total	$16,709,886	TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

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

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

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

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$3,099,141	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$2,690,690	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$2,489,009	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$5,257,626	CurrentTaxYearMinus1YearAmt
Current Tax Year	$3,173,420	CurrentTaxYearAmt
Total	$16,709,886	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$2,866,285	SubstantialContributorsTotAmt
Public Support Total170	$13,843,601	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$1,891,371	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	-$719,485	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,805,813	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$2,102,907	CurrentTaxYearMinus1YearAmt
Current Tax Year	$2,473,058	CurrentTaxYearAmt
Total	$7,553,664	TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$56,498	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$109,065	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$103,015	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$67,119	CurrentTaxYearMinus1YearAmt
Current Tax Year	$68,835	CurrentTaxYearAmt
Total	$404,532	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$36,404	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$231,656	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$20,725	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$19,691	CurrentTaxYearMinus1YearAmt
Current Tax Year	$14,596	CurrentTaxYearAmt
Total	$323,072	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$24,991,154	TotalSupportAmt
Public Support CY170	0.55394	PublicSupportCY170Pct
Public Support PY170	0.42045	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	$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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$70,074,898	BeginningYearBalanceAmt
Contributions	$445,614	ContributionsAmt
Investment Earnings Or Losses	$4,415,874	InvestmentEarningsOrLossesAmt
Other Expenditures	$431,542	OtherExpendituresAmt
Administrative Expenses	$1,944,509	AdministrativeExpensesAmt
End Year Balance	$72,560,335	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$63,770,898	BeginningYearBalanceAmt
Contributions	$293,840	ContributionsAmt
Investment Earnings Or Losses	$8,225,832	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$0	GrantsOrScholarshipsAmt
Other Expenditures	$268,160	OtherExpendituresAmt
Administrative Expenses	$1,947,512	AdministrativeExpensesAmt
End Year Balance	$70,074,898	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$57,208,153	BeginningYearBalanceAmt
Contributions	$143,585	ContributionsAmt
Investment Earnings Or Losses	$8,241,551	InvestmentEarningsOrLossesAmt
Other Expenditures	$238,201	OtherExpendituresAmt
Administrative Expenses	$1,584,190	AdministrativeExpensesAmt
End Year Balance	$63,770,898	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.60000	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.26000	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.14000	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	$146,726	DepreciationAmt
Book Value	$75,504	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
Depreciation	$0	DepreciationAmt
Book Value	$80,750	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$395,612	TotalBookValueLandBuildingsAmt
Federal Income Tax Liability	$0	FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDesc	AmtAmt
DUE FROM PHS	$119,008
ANNUITY OBLIGATIONS	$165,494

Field	Value	IRS element (for citing)
Total Liability	$284,502	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$10,104,316	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$2,013,276	NetUnrealizedGainsInvstAmt
Revenue Not Reported	$2,013,276	RevenueNotReportedAmt
Revenue Subtotal	$8,091,040	RevenueSubtotalAmt
Investment Expenses Not Incld	$285,529	InvestmentExpensesNotIncldAmt
Other Revenues Not Included	-$591,780	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	-$306,251	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$7,784,789	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$4,953,397	TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included	$633,151	OtherExpensesIncludedAmt
Expenses Not Reported	$633,151	ExpensesNotReportedAmt
Expenses Subtotal	$4,320,246	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$285,529	InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt	$285,529	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$4,605,775	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 57 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 PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE, AND TRANSITION. AS OF DECEMBER 31, 2016 AND 2015, THE FOUNDATION DETERMINED THAT NO PROVISION IS REQUIRED FOR UNCERTAIN TAX POSITIONS.
SCHEDULE D, PART XI, LINE 4B	RECONCILIATION - OTHER ITEMS PAYMENTS MADE ON ANNUITY OBLIGATIONS $ 31,051 DEPRECIATION EXPENSE (OFFSET AGAINST RENTAL INCOME) $ (15,371) FUNDRAISING EXPENSES (OFFSET FUNDRAISING) $ (338,103) INKIND REVENUE (TANGIBLE) FUNDRAISING $ (241,744) INKIND REVENUE (SERVICE) $ (37,932) ALL OTHER ADJUSTMENTS $ 10,319 ------------- TOTAL $ (591,780)
SCHEDULE D, PART XII, LINE 2D	RECONCILIATION - OTHER ITEMS DEPRECIATION EXPENSE (OFFSET AGAINST RENTAL INCOME) $ 15,371 FUNDRAISING EXPENSES (OFFSET FUNDRAISING REVENUE) $ 579,848 INKIND REVENUE (SERVICE) $ 37,932 ------------- TOTAL $ 633,151

Schedule G IRS990ScheduleG

Fundraiser Activity Info FundraiserActivityInfoGrp

Field	Value	IRS element (for citing)
Person	THE HERITAGE COMPANY INC	PersonNm
Activity	FUNDRAISING	ActivityTxt
Fundraiser Control Of Funds	false	FundraiserControlOfFundsInd

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	LAUGHTER BEST	Event1Nm
Gross Receipts Event1	$645,421	GrossReceiptsEvent1Amt
Charitable Contri Event1	$354,824	CharitableContriEvent1Amt
Gross Revenue Event1	$290,597	GrossRevenueEvent1Amt
Rent Facility Costs Event1	$43,534	RentFacilityCostsEvent1Amt
Food And Beverage Event1	$125,042	FoodAndBeverageEvent1Amt
Entertainment Event1	$36,137	EntertainmentEvent1Amt
Other Direct Expenses Event1	$84,434	OtherDirectExpensesEvent1Amt
Event2	DaFFODIL DAYS	Event2Nm
Gross Receipts Event2	$204,282	GrossReceiptsEvent2Amt
Charitable Contri Event2	$124,886	CharitableContriEvent2Amt
Gross Revenue Event2	$79,396	GrossRevenueEvent2Amt
Other Direct Expenses Event2	$37,738	OtherDirectExpensesEvent2Amt
Other Events Total	1	OtherEventsTotalCnt
Gross Receipts Other Events	$26,027	GrossReceiptsOtherEventsAmt
Charitable Contri Other Events	$12,902	CharitableContriOtherEventsAmt
Gross Revenue Other Events	$13,125	GrossRevenueOtherEventsAmt
Oth Direct Expnss Other Events	$5,093	OthDirectExpnssOtherEventsAmt
Gross Receipts Total	$875,730	GrossReceiptsTotalAmt
Charitable Contributions Tot	$492,612	CharitableContributionsTotAmt
Gross Revenue Total Events	$383,118	GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events	$43,534	RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events	$125,042	FoodAndBeverageTotalEventsAmt
Entertainment Total Events	$36,137	EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events	$127,265	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$331,978	DirectExpenseSummaryEventsAmt
Net Income Summary	$51,140	NetIncomeSummaryAmt

Gaming Information GamingInformationGrp

Field	Value	IRS element (for citing)
Gross Revenue Other Gaming	$23,820	GrossRevenueOtherGamingAmt
Non Cash Prizes Other Gaming	$5,450	NonCashPrizesOtherGamingAmt
Oth Direct Expnss Other Gaming	$675	OthDirectExpnssOtherGamingAmt
Gross Revenue Total Gaming	$23,820	GrossRevenueTotalGamingAmt
Non Cash Prizes Total Gaming	$5,450	NonCashPrizesTotalGamingAmt
Oth Direct Expnss Total Gaming	$675	OthDirectExpnssTotalGamingAmt
Direct Expense Summary Gaming	$6,125	DirectExpenseSummaryGamingAmt
Net Gaming Income Summary	$17,695	NetGamingIncomeSummaryAmt

Field	Value	IRS element (for citing)
States Where Gaming Conducted	NM	StatesWhereGamingConductedCd
Licensed	false	LicensedInd
Explanation If No	SEE SUPLEMENTAL PAGE	ExplanationIfNoTxt
Gaming With Nonmembers	Yes (true)	GamingWithNonmembersInd
Member Of Other Entity	false	MemberOfOtherEntityInd
Gaming Other Facility	1.00000	GamingOtherFacilityPct
Individual With Books	Monica Segura	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, sellinG TICKETS.	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 EXPLANATION	FormAndLineReferenceDesc
Explanation	UNDER NEW MEXICO LAW, AN ORGANIZATION IS NOT REQUIRED TO REGISTER FOR GAMING UNLESS PRIZES WITH A FAIR MARKET VALUE EXCEEDING $5,000 ARE AWARDED IN A GIVEN CALENDAR YEAR. PRESBYTERIAN HEALTHCARE FOUNDATION REMAINED UNDER THIS THRESHOLD.	ExplanationTxt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (64 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)	$167,291	Provide support, fund equipment, education and othER HEALTHCARE ACTIVITIES
Presbyterian Healthcare Services-RRMC
2400 Unser Blvd SE	Rio Rancho	NM	87124	850105601	501(c)(3)	$226,000	Rio Rancho Hospital Fund
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(c)(3)	$160,000	Customer Experience Strategy
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(c)(3)	$99,817	Senior Transportation Assistance Program healthcare
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(c)(3)	$94,000	Pathways to Nursing Scholarship
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(c)(3)	$91,008	PHS Volunteer Services Program Support
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(c)(3)	$83,068	Bioptic Machine
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(c)(3)	$74,799	Homecare Hospice Daffodil Proceeds
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(c)(3)	$67,054	Oncology Social Workers
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(c)(3)	$63,058	Care Coordinator Patient Assistance Fund
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(c)(3)	$58,873	Pulmonary Scope EBUS
Presbyterian Healthcare Services-Socorro General H
1202 Highway 60 West	Socorro	NM	87801	850105601	501(c)(3)	$57,726	SGH Hospital
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(c)(3)	$57,433	Spirit Halloween Proceeds
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(c)(3)	$56,654	Care Fund
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(c)(3)	$45,500	Physician Recognition Dinner
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(c)(3)	$44,750	Nursing Education
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(c)(3)	$38,763	NICU Giraffe Warmer
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(c)(3)	$32,369	Cancer Survivorship Laughter Proceeds 2013
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(c)(3)	$26,600	Primary Care Behavioral Health Certification
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(c)(3)	$26,473	Pediatric Hem/Onc Program
Presbyterian Healthcare Services-Kaseman Hospital
8300 Constitution	Albuquerque	NM	87110	850105601	501(c)(3)	$25,623	KPH Child Life Specialist
Presbyterian Healthcare Services-DCT MEMORIAL HOSP
301 E Miel de Luna	Tucumcari	NM	88401	850105601	501(c)(3)	$25,440	DCT Hospital
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(c)(3)	$21,721	Emergency Patient Assistance
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(c)(3)	$20,235	Badge Reader Patient Care Time
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(c)(3)	$37,712	Community Healthy Living
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(c)(3)	$19,908	Pride Day
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(c)(3)	$18,667	Intensive Case Mgmt Program
Presbyterian Healthcare Services-Kaseman Hospital
8300 Constitution	Albuquerque	NM	87110	850105601	501(c)(3)	$18,376	KPH Wheelchairs
Presbyterian Healthcare Services-Kaseman Hospital
8300 Constitution	Albuquerque	NM	87110	850105601	501(c)(3)	$17,172	Hospice Bereavement
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(c)(3)	$17,000	Medical Student Stipend
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(c)(3)	$16,918	Infusion Center Equipment
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(c)(3)	$16,411	HR Summer Intern Prgm
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(c)(3)	$15,799	Emergency Room Equipment
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(c)(3)	$14,820	Open Tempo Equipment
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(c)(3)	$14,000	Honrarium Preceptor NP Stipend
Presbyterian Healthcare Services-LINCOLN MED CTR
211 Sudderth Dr	Ruidoso	NM	88345	850105601	501(c)(3)	$13,776	LCMC Unrestricted Funds
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(c)(3)	$13,250	ER Medication Scanners
Presbyterian Healthcare Services-PRMC HOSP
2100 N MLK Jr Blvd	Clovis	NM	88101	850105601	501(c)(3)	$12,896	PRMC Hospital
Presbyterian Healthcare Services-RRMC
2400 Unser Blvd SE	Rio Rancho	NM	87124	850105601	501(c)(3)	$12,191	Rust Medical Center Family Birthing Ctr HUGS
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(c)(3)	$11,788	Patient Emergency Financial Assistance
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(c)(3)	$11,228	Emergency Patient Transportation
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(c)(3)	$10,013	Renal Services - KHF
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(c)(3)	$9,356	Healthplex FHL Grant 2014
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(c)(3)	$8,992	Sara Stedy Equipment
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(c)(3)	$8,418	Peds Hosp Intensivist Workshop
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(c)(3)	$7,822	Pulmonary Empl CE License
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(c)(3)	$7,596	Telemed Cisco Card Reader
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(c)(3)	$7,380	AAS NICU Baby Port
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(c)(3)	$7,000	Wound Care Speaker
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(c)(3)	$6,800	Pediatric Urgent Care Equipment
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(c)(3)	$6,738	Home Health Aides Certification
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(c)(3)	$6,658	Infusion Center Education
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(c)(3)	$6,293	Womens Laughter 2011 Proceeds
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(c)(3)	$6,292	Wilson Lectureship 2010
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(c)(3)	$6,044	Current Concepts 2013
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(c)(3)	$5,987	Sleep Center Empl CE License
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(c)(3)	$5,949	AWHONN Conference
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(c)(3)	$5,852	Childrens Diabetes Ed Material
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(c)(3)	$5,701	Children Laughter 2012 Proceeds
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(c)(3)	$5,640	Rachels Courtyard Refurbish
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(c)(3)	$5,264	Patient Provider Communication Boards
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(c)(3)	$5,202	Oncology Nursing and Staff Ed
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(c)(3)	$0	Toys and Supplies	$35,347	DONOR VALUED	TOYS AND SUPPLIES
Presbyterian Healthcare Services
PO Box 26666	Albuquerque	NM	87125	850105601	501(c)(3)	$0	Toys and Supplies	$5,330	DONOR VALUED	TOYS AND SUPPLIES

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'S 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	false	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	Yes (true)	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 (6 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
JENNIFER CULVER MD
DIRECTOR	$0	$240,217	$0	$0	$0	$1,697	$0	$31,598	$0	$10,402	$0	$283,914	$0	$0
KATHLEEN DAVIS RN
DIRECTOR	$0	$404,997	$0	$196,221	$0	$17,692	$0	$94,246	$0	$25,992	$0	$739,148	$0	$0
DANIEL FRIEDMAN MD
DIRECTOR	$0	$521,827	$0	$180,982	$0	$2,449	$0	$65,023	$0	$10,814	$0	$781,095	$0	$0
CHRIS SPENCER
DIRECTOR	$0	$223,138	$0	$86,362	$0	$7,245	$0	$12,229	$0	$26,059	$0	$355,033	$0	$0
JAMES HINTON
EX-OFFICIO DIRECTOR	$0	$530,701	$0	$297,552	$0	$87,613	$0	$371,136	$0	$14,532	$0	$1,301,534	$0	$0
GIUSEPPE RIZZA
PRESIDENT	$0	$222,289	$0	$69,871	$0	$12,646	$0	$11,693	$0	$26,700	$0	$343,199	$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 EXECUTIVE DIRECTOR OF PHF. PHS EMPLOYS AN INDEPENDENT COMPENSATION CONSULTANT, A WRITTEN EMPLOYMENT CONTRACT, AND COMPENSATION STUDIES TO ENSURE THE COMPENSATION IS REASONABLE. FINALLY, THE EXECUTIVE DIRECTOR'S 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 4B	JAMES HINTON WAS A CURRENT YEAR PARTICIPANT IN A NON-QUALIFIED SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) OF A RELATED ORGANIZATION. THE 2016 ESTIMATED INCREASE IN ACTUARIAL VALUE OF THE SERP FOR MR. HINTON WAS $349,616, WHICH IS INCLUDED IN THE REPORTED DEFERRED COMPENSATION AMOUNT FROM A RELATED ORGANIZATION.
SCHEDULE J, PART II	JAMES HINTON IS A PARTICIPANT IN A RETENTION AGREEMENT. IN 2016, MR. HINTON WAS PAID $60,000 UNDER THIS AGREEMENT BY A RELATED ORGANIZATION. THIS AMOUNT IS INCLUDED IN THE CURRENT REPORTABLE COMPENSATION FOR MR. HINTON. KATHLEEN DAVIS IS A PARTICIPANT IN A RETENTION AGREEMENT. IN 2016, $48,600 WAS DEFERRED UNDER THIS AGREEMENT FOR MS. DAVIS BY A RELATED ORGANIZATION. THIS AMOUNT IS INCLUDED IN THE REPORTED DEFERRED COMPENSATION FOR MS. DAVIS.

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	43	ContributionCnt
Noncash Contributions Rpt F990	$52,093	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	$3,061	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	$41,135	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	12	ContributionCnt
Noncash Contributions Rpt F990	$785	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	11	ContributionCnt
Noncash Contributions Rpt F990	$9,392	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 (4 entries)

Non Cash CheckboxNonCashCheckboxInd	DescDesc	ContributionContributionCnt	Noncash Contributions Rpt F990NoncashContributionsRptF990Amt	Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)	Warehouse space	1	$4,998	Valued by donor
Yes (X)	Gift Baskets/Certifi	142	$80,090	Valued by donor
Yes (X)	Jewelry	36	$16,841	Valued by donor
Yes (X)	Advertisement	3	$59,500	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 (11 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 2016 INCLUDED: DAFFODIL DAYS - SALE OF DAFFODILS TO BENEFIT THE PHS HOSPICE PROGRAM; AND LAUGHTER IS THE BEST MEDICINE - BENEFITTING ALBUQUERQUE AMBULANCE SERVICE; A DIVISION OF PHS. 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	THE PRESBYTERIAN HEALTHCARE FOUNDATION (THE FOUNDATION) WAS INCORPORATED IN 1968 AS ONE OF THE FIRST 100 HOSPITAL FOUNDATIONS IN THE COUNTRY. ORIGINALLY CALLED THE PRESBYTERIAN HOSPITAL CENTER FOUNDATION, IT WAS ESTABLISHED BY THE THEN CEO FOR PRESBYTERIAN HEALTHCARE SERVICES (PHS), RAY WOODHAM. WOODHAM, ANTICIPATING THAT THE NEWLY FORMED MEDICARE PROGRAM WOULD EVENTUALLY RESULT IN LOWER PAYMENTS TO HOSPITALS, WANTED A FORMAL VEHICLE WHICH COULD RAISE AND ACCEPT FUNDS ON BEHALF OF PHS AND ITS AFFILIATE HOSPITALS AROUND THE STATE. IN 2016, THE FOUNDATION RAISED OVER $3.8 MILLION AND PROVIDED OVER $2 MILLION IN FUNDING TO PHS PROGRAMS. INCLUDED IN THESE AMOUNTS ARE CASH, ESTATE, IN-KIND CONTRIBUTIONS AND SPECIAL EVENT INCOME. IN ADDITION, OPERATIONS HAVE BEEN SELF-FUNDED OVER THE LAST 16 YEARS. NET ASSETS FOR THE FOUNDATION DECREASED BY $5.1 MILLION AND EQUALED APPROXIMATELY $87.5M AS OF DECEMBER 31, 2016. GOVERNANCE AND ORGANIZATION: THE FOUNDATION IS GOVERNED BY A 37 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 BOARDS; THE CHAIR OF THE FOUNDATION BOARD IS AN EX-OFFICIO MEMBER OF THE PHS ALBUQUERQUE BOARD. THE FOUNDATION BOARD MEETS FOUR TIMES PER YEAR; INTERIM DECISION-MAKING IS ACCOMPLISHED VIA THE EXECUTIVE COMMITTEE, WHICH CONSISTS OF THE BOARD CHAIR, THE PAST CHAIR, EXECUTIVE DIRECTOR, AND ALL COMMITTEE CHAIRS. THE FOUNDATION VICE PRESIDENT AND EXECUTIVE DIRECTOR ALSO OVERSEES THE PRESBYTERIAN VOLUNTEER SERVICES PROGRAMS FOR THE PHS ALBUQUERQUE FACILITIES, INCLUDING THE REGULAR CARE AREA VOLUNTEERS, VOLUNTEERS FOR THE GIFT SHOPS, HOSPITAL ESCORT AND SURGERY HOST PROGRAMS, INFORMATION SERVICES AT THE FRONT DESK, PEDIATRICS, ER, CHILD LIFE, FOOD COURT, WOMEN'S RESOURCE, MEDICAL RECORDS, LABOR AND DELIVERY, HR, RADIOLOGY, MAINTENANCE, HOUSEKEEPING, AND HEALTHPLEX, AS WELL AS VOLUNTEERS FOR SOME COMMUNITY HEALTH PROJECTS SUCH AS THE VOICE TELEPHONE CAMPAIGN. COMMUNITY BENEFIT: 1) FUND RAISERS FOR SPECIFIC PROGRAMS: THE FOUNDATION HAS A NUMBER OF SPECIAL EVENTS AND CAMPAIGNS THROUGHOUT THE YEAR DESIGNED TO RAISE FUNDS FOR BOTH SPECIFIC CAUSES AND GENERAL HOSPITAL NEEDS. THESE EVENTS INCLUDE: - DAFFODIL DAYS IS ONE OF THE FOUNDATION'S MOST UNIQUE AND HIGH-IMPACT FUNDRAISING EVENTS IN OUR COMMUNITY. CONTRIBUTIONS TO THE EVENT PROVIDE FINANCIAL ASSISTANCE TO HOME HEALTHCARE AND HOSPICE FAMILIES IN NEED, TO HELP COVER BASIC NECESSITIES INCLUDING FOOD, MEDICATIONS, UTILITIES, AND FUNERAL EXPENSES. IN 2016 DAFFODIL DAYS RAISED OVER $326,000. - MEMORIAL TREE: DURING THE WINTER HOLIDAY SEASON EACH YEAR, MEMORIAL CLAY ORNAMENTS ARE SOLD AND HUNG ON MEMORIAL TREES LOCATED IN THE LOBBIES OF PRESBYTERIAN KASEMAN HOSPITAL, PRESBYTERIAN DOWNTOWN HOSPITAL AND THE PRESBYTERIAN COOPER CENTER. PROCEEDS ARE USED TO BENEFIT THE HOMECARE AND HOSPICE PROGRAM FOR DYING PATIENTS; IN 2016 $26,000 WAS RAISED. - LAUGHTER IS THE BEST MEDICINE: THE ANNUAL GALA EVENT FEATURES A SILENT AUCTION, GOURMET DINNER, AND ENTERTAINMENT FROM A COMEDIC PERFORMER. WITH MORE THAN 1,800 IN ATTENDANCE, THE 2016 EVENT RAISED OVER $825,000 WITH PROCEEDS BENEFITING ALBUQUERQUE AMBULANCE SERVICES; A DIVISION OF PRESBYTERIAN. - CORNERSTONE CAMPAIGN: THE 2016 COMMUNITY CORNERSTONE CAMPAIGN RAISED OVER $389,000 IN FUNDS FOR PROGRAMS, EDUCATION, AND EQUIPMENT AT PRESBYTERIAN FOR THE BENEFIT OF ALL. GRATEFUL PATIENTS WERE GIVEN AN OPPORTUNITY TO MAKE GIFTS IN HONOR OF A DOCTOR, NURSE OR CLINICIAN THROUGH A SPECIAL GUARDIAN ANGEL PROGRAM. - THE 2016 PRESGIVING CAMPAIGN RAISED OVER $999,000 FOR VARIOUS CAUSES THROUGHOUT THE PRESBYTERIAN HEALTHCARE SYSTEM. 2) EDUCATIONAL PROGRAMS: FOR MANY YEARS THE FOUNDATION HAS SUPPORTED BOTH PATIENT EDUCATION PROGRAMS AS WELL AS HEALTH PROFESSIONAL EDUCATION PROGRAMS. EDUCATION IS CRITICAL TO IMPROVING HEALTH AND YET DOES NOT RECEIVE THE SAME KIND OF FUNDING SUPPORT THAT DIRECT PATIENT CARE INITIATIVES OFTEN DO. THE FOLLOWING EDUCATIONAL INITIATIVES WERE SUPPORTED BY THE FOUNDATION IN 2016: - NURSING AND CLINICAL EDUCATION: NURSING EDUCATION HAS HISTORICALLY BEEN THE SINGLE-LARGEST BENEFICIARY OF PRESBYTERIAN HEALTHCARE FOUNDATION ALLOCATIONS. IN 2016, FUNDS SUPPORTED NURSING SCHOLARSHIPS, CERTIFICATIONS AND CONFERENCES, AND OTHER EDUCATIONAL PROGRAMS INCLUDING THE CLINICAL LEADERSHIP INSTITUTE, PRESBYTERIAN MEDICAL GROUP NURSING ORIENTATION, AND NURSE PRACTITIONER TRAINING PROGRAM. CONTINUING EDUCATION FOR NURSES AND ALLIED PROFESSIONALS IS CRITICAL TO STAYING ABREAST OF ADVANCES IN HEALTH CARE, WHICH HELPS TO ENSURE THAT PATIENTS RECEIVE LEADING-EDGE TREATMENT. 3) SERVICES TO THE GENERAL COMMUNITY: EXAMPLES OF PROGRAMS THAT PHF FUNDS TO SUPPORT THE COMMUNITY AT LARGE ARE LISTED BELOW. THESE PROJECTS COVER A WIDE VARIETY OF ISSUES, BUT SHARE IN COMMON A CRITICAL COMMUNITY NEED THAT IS NOT BEING MET THROUGH MORE TRADITIONAL SOURCES OF HEALTH CARE FUNDING: - RENAL TRANSPLANT SERVICES ASSISTANCE FUND: THESE FUNDS SUPPORT RENAL TRANSPLANT PATIENT NEEDS INCLUDING TRANSPLANT MEDICATIONS, LODGING NEEDS, LIMITED TRANSPORTATION TO AND FROM APPOINTMENTS (INCLUDING FROM REGIONAL AREAS), FOOD VOUCHERS, ETC. TO HELP EASE THE BURDEN OF THE PATIENT WHILE RECEIVING TREATMENT. - CHAPLAINS FUND (PATIENT ASSISTANCE FUND) : THE PATIENT ASSISTANCE FUND IS UTILIZED IN EMERGENCY SITUATIONS TO ASSIST IN-PATIENTS WITH EXPENSES INCLUDING EMERGENCY CLOTHING, TEMPORARY LODGING AND FOOD VOUCHERS FOR FAMILY MEMBERS, AND TRANSPORTATION COSTS TO GET THE PATIENT RELEASED FROM THE HOSPITAL. - SENIOR TRANSPORTATION ASSISTANCE: THE PROGRAM ASSISTS PHS PATIENTS AGE 60 OR OVER THAT ARE IN NEED OF TRANSPORTATION FOR THEIR MEDICALLY RELATED APPOINTMENTS. FREQUENT DISBURSEMENTS ARE MADE TO COVER THE COST OF TRANSPORTATION FOR SENIORS INCLUDING SAFERIDE/CAB RIDES TO DOCTOR APPOINTMENTS, REHAB, ETC. - CANCER PATIENT ASSISTANCE FUND: MANY CANCER PATIENTS FACE ADDED CHALLENGES RESULTING FROM MISSED WORK BECAUSE OF THEIR ILLNESS, TRAVELING FOR TREATMENT, PAYING FOR LODGING, AND OTHER EXPENSES. PATIENTS WHO MEET FINANCIAL DISTRESS GUIDELINES CAN RECEIVE SUBSIDIES FOR TRAVEL, LODGING, OVER-THE-COUNTER MEDICAL NEEDS AND OTHER URGENT NEEDS.
FORM 990, PART III, LINE 4D	PROVIDE SUPPORT, FUND EQUIPMENT, EDUCATION AND OTHER HEALTHCARE ACTIVITIES (OTHER THAN THOSE SPECIFICALLY LISTED BELOW): $ 220,817 CUSTOMER EXPERIENCE STRATEGY 160,000 PHS VOLUNTEER SERVICES PROGRAM SUPPORT 91,008 BIOPTIC MACHINE 83,068 HOMECARE HOSPICE DAFFODIL PROCEEDS 74,799 ONCOLOGY SOCIAL WORKERS 67,054 CARE COORDINATOR PATIENT ASSISTANCE FUND 63,058 PULMONARY SCOPE EBUS 58,873 SGH HOSPITAL 57,726 SPIRIT HALLOWEEN PROCEEDS 57,433 CARE FUND 56,654 PHYSICIAN RECOGNITION DINNER 45,500 NICU GIRAFFE WARMER 38,764 CANCER SURVIVORSHIP LAUGHTER PROCEEDS 2013 32,369 PEDIATRIC HEM/ONC PROGRAM 26,473 KPH CHILD LIFE SPECIALIST 25,623 DCT HOSPITAL 25,440 EMERGENCY PATIENT ASSISTATNCE 21,721 BADGE READER PATIENT CARE TIME 20,235 COMMUNITY HEALTH LIVING 37,712 PRIDE DAY 19,908 INTENSIVE CASE MGMT PROGRAM 18,667 KPH WHEELCHAIRS 18,376 HOSPICE BEREAVEMENT 17,172 INFUSION CENTER EQUIPMENT 16,918 HR SUMMER INTERN PRGM 16,411 EMERGENCY ROOM EQUIPMENT 15,799 OPEN TEMPO EQUIPMENT 14,820 LCMC UNRESTRICTED FUNDS 13,776 ER MEDICATION SCANNERS 13,250 PRMC HOSPITAL 12,896 RUST MEDICAL CTR FAMILY BIRTHING HUGS 12,191 PATIENT EMERGENCY FINANCIAL ASSISTANCE 11,788 EMERGENCY PATIENT TRANSPORT 11,228 RENAL SERVICES KHF 10,013 HEALTHPLEX FHL GRANT 2014 9,356 SARA STEDY EQUIPMENT 8,992 TELEMED CISCO CARD READER 7,596 AAS NICU BABY PORT 7,380 PEDIATRIC URGENT CARE EQUIPMENT 6,800 WOMENS LAUGHTER 2011 PROCEEDS 6,293 WILSON LECTURESHIP 2010 6,292 CURRENT CONCEPTS 2013 6,044 CHILDREN LAUGHTER 2012 PROCEEDS 5,701 RACHELS COURTYARD REFURBISH 5,640 PATIENT PROVIDER COMMUNCATION BOARDS 5,264 SUBTOTAL "OTHER PROGRAM SERVICE EXPENSES" (OTHER THAN 3 LARGEST PROGRAM SERVICES FOR 2016): $ 1,562,898
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 PHS HUMAN RESOURCES BENEFITS DIRECTOR AND 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 PDS 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 AN OFFICER OF THE REPORTING ENTITY 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 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
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