CON ALMA HEALTH FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- CON ALMA HEALTH FOUNDATION (EIN 85-0484396)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2017-10-18
- IRS object ID
- 201712919349100411
- Schema version
- 2014v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Amortization Schedule
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-10-18T16:49:54-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 850454285 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RPC CPAS CONSULTANTS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2424 LOUISIANA BLVD NE STE 300 | AddressLine1Txt |
| City | ALBUQUERQUE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 871104370 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 850484396 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CON ALMA HEALTH FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CONA | BusinessNameControlTxt |
| Phone | 5054380776 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 144 PARK AVE | AddressLine1Txt |
| City | SANTA FE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 875011833 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DOLORES ROYBAL | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 5054380776 | PhoneNum |
| Signature | 2017-09-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AMY CHERNE | PreparerPersonNm |
| PTIN | P01228517 | PTIN |
| Phone | 5058832727 | PhoneNum |
| Preparation | 2017-10-18 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $27,191,502 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $295,100 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $326 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $326 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,001,661 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,001,661 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,495,311 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $20,096,655 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,495,311 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $10,723 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $3,803,121 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,497,298 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $119,279 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $29,820 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $89,459 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $221,318 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $55,329 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $165,989 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $21,267 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $5,317 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $15,950 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,931 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $966 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $965 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $46,891 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $23,445 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $23,446 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $114,707 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $113,665 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $1 | InterestRevAndExpnssAmt |
| Interest Dsbrs Chrtbl | $1 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $91,032 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,420 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $19,127 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $27,349 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $6,837 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $34,228 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $8,557 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $25,671 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $32,390 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $7,809 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $23,427 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $1,684 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $1,330 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $164,639 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $78,571 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $77,282 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $876,716 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $223,071 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $556,312 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $556,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $419,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,433,216 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $223,071 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $975,912 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,369,905 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,274,227 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $555,560 | CashBOYAmt |
| Cash EOY | $490,668 | CashEOYAmt |
| Cash EOYFMV | $490,668 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,823,263 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $769,278 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $769,278 | SavAndTempCashInvstEOYFMVAmt |
| Grants Receivable EOY | $141,668 | GrantsReceivableEOYAmt |
| Grants Receivable EOYFMV | $141,668 | GrantsReceivableEOYFMVAmt |
| Prepaid Expenses BOY | $2,509 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $5,565 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $5,565 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $23,788,933 | CorporateStockBOYAmt |
| Corporate Stock EOY | $24,984,866 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $24,984,866 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,078,372 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $279,012 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $828,667 | LandBOYAmt |
| Land EOY | $799,360 | LandEOYAmt |
| Land EOYFMV | $799,360 | LandEOYFMVAmt |
| Other Assets BOY | $97 | OtherAssetsBOYAmt |
| Other Assets EOY | $97 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $97 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $26,999,029 | TotalAssetsBOYAmt |
| Total Assets EOY | $27,191,502 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $27,191,502 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $97,558 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $22,972 | AccountsPayableEOYAmt |
| Grants Payable BOY | $126,100 | GrantsPayableBOYAmt |
| Grants Payable EOY | $275,500 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $4,826 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $51,971 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $228,484 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $350,443 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $719,432 | UnrestrictedBOYAmt |
| Unrestricted EOY | $635,234 | UnrestrictedEOYAmt |
| Temporarily Restricted BOY | $22,551,113 | TemporarilyRestrictedBOYAmt |
| Temporarily Restricted EOY | $22,705,825 | TemporarilyRestrictedEOYAmt |
| Permanently Restricted BOY | $3,500,000 | PermanentlyRestrictedBOYAmt |
| Permanently Restricted EOY | $3,500,000 | PermanentlyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $26,770,545 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $26,841,059 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $26,999,029 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $27,191,502 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $26,770,545 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,369,905 | ExcessRevenueOverExpensesAmt |
| Subtotal | $29,140,450 | SubtotalAmt |
| Other Decreases | $2,299,391 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $26,841,059 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $20,096,655 | GrossSalesPriceAmt |
| Cost Or Other Basis | $17,601,344 | CostOrOtherBasisAmt |
| Gain Or Loss | $2,495,311 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $2,495,311 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,495,311 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $2,495,311 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,096,455 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $23,432,099 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046793 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $993,783 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $23,154,527 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.042920 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,327,091 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $23,430,595 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.056639 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,019,445 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $22,319,803 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.045674 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,873,922 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $19,678,057 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.095229 | DistributionYr5Rt |
| Total Distribution | 0.287255 | TotalDistributionRt |
| Average Distribution | 0.057451 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $26,633,201 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,530,104 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $32,742 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,562,846 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $975,912 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $65,485 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $65,485 | SubtotalAmt |
| Tax Based On Investment Income | $65,485 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $55,440 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $65,485 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $10,045 | OriginalReturnTaxPaidAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.CONALMA.ORG | WebsiteAddressTxt |
| Individual With Books | CANDACE HINTENACH | IndividualWithBooksNm |
| Phone | 5059948939 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3912 ST ANDREWS DR SE | AddressLine1Txt |
| City | RIO RANCHO | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87124 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (14 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ERIN BOUQUIN MD | ||||||||
| 144 PARK AVE | SANTA FE | NM | 87501 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| LOUIS J LUNA | ||||||||
| 144 PARK AVE | SANTA FE | NM | 87501 | VICE PRESIDE | 1.00 | $0 | $0 | $0 |
| RICHARD TYNER | ||||||||
| 144 PARK AVE | SANTA FE | NM | 87501 | TREASURER | 1.00 | $0 | $0 | $0 |
| ALFREDO VIGIL | ||||||||
| 144 PARK AVE | SANTA FE | NM | 87501 | SECRETARY | 1.00 | $0 | $0 | $0 |
| MARCIE CHAVEZ | ||||||||
| 144 PARK AVE | SANTA FE | NM | 87501 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JUDITH COOPER | ||||||||
| 144 PARK AVE | SANTA FE | NM | 87501 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| VALERIE ROMERO-LEGGOTT | ||||||||
| 144 PARK AVE | SANTA FE | NM | 87501 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| SHERRICK ROANHORSE | ||||||||
| 144 PARK AVE | SANTA FE | NM | 87501 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| TWILA RUTTER | ||||||||
| 144 PARK AVE | SANTA FE | NM | 87501 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JIM SUMMERS | ||||||||
| 144 PARK AVE | SANTA FE | NM | 87501 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ARDENA OROSCO | ||||||||
| 144 PARK AVE | SANTA FE | NM | 87501 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| SEBRENA OLIVER | ||||||||
| 144 PARK AVE | SANTA FE | NM | 87501 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| BENNY SHENDO | ||||||||
| 144 PARK AVE | SANTA FE | NM | 87501 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| DOLORES ROYBAL | ||||||||
| 144 PARK AVE | SANTA FE | NM | 87501 | EXECUTIVE DI | 40.00 | $119,279 | $11,960 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt |
|---|---|---|---|---|---|---|---|
| AMY DONAFRIO | |||||||
| 144 PARK AVE | SANTA FE | NM | 87507 | ASSISTANT DI | 30.00 | $53,109 | $5,603 |
| SUSAN CANTOR | |||||||
| 144 PARK AVE | SANTA FE | NM | 87507 | ADMINISTRATO | 40.00 | $54,404 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 2 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION WAS AWARDED A THREE (3) YEAR GRANT IN 2012 FROM THE TIDES FOUNDATION INNOVATION FUND FOR THE CONVERGENCE PARTNERSHIP. THIS IS A COLLABORATION OF LOCAL AND NATIONAL FUNDERS WITH THE SHARED GOAL OF CHANGING POLICIES AND ENVIRONMENTS TO BETTER ACHIEVE THE VISION OF HEALTHY PEOPLE LIVING IN HEALTHY PLACES. THE GOALS FOR THIS EFFORT ARE TO PROMOTE EQUITY AND HEALTH BY INCREASING EQUITABLE BUILT ENVIRONMENTS AND ACCESS TO HEALTHY FOOD WITH A FOCUS ON LOW-INCOME COMMUNITIES, RURAL COMMUNITIES, AND COMMUNITIES OF COLOR. | Description1Txt |
| Expenses1 | $143,000 | Expenses1Amt |
| Description2 | THE FOUNDATION WAS AWARDED A TWO (2) YEAR GRANT IN 2014 FROM THE W.K. KELLOGG FOUNDATION TO SUPPORT EFFORTS TO REDUCE HEALTH DISPARITIES AND ADVANCE HEALTH EQUITY IN NEW MEXICO. THE PROJECT WILL FOCUS ON THE TRACKING AND MONITORING OF THE AFFORDABLE CARE ACT AND OTHER ISSUES IN REGARDS TO HEALTH EQUITY FOR LOW-INCOME AND COMMUNITIES OF COLOR. THE NEEDS OF THE PROJECT WILL BE ADDRESSED THROUGH A VARIETY OF STRATEGIES RELATED TO THE IMPLEMENTATION ACA. | Description2Txt |
| Expenses2 | $37,653 | Expenses2Amt |
| Description3 | THE FOUNDATION WAS AWARDED A THREE (3) YEAR GRANT IN 2012 FROM THE TIDES FOUNDATION INNOVATION FUND FOR THE CONVERGENCE PARTNERSHIP. THIS IS A COLLABORATION OF LOCAL AND NATIONAL FUNDERS WITH THE SHARED GOAL OF CHANGING POLICIES AND ENVIRONMENTS TO BETTER ACHIEVE THE VISION OF HEALTHY PEOPLE LIVING IN HEALTHY PLACES. THE GOALS FOR THIS EFFORT ARE TO PROMOTE EQUITY AND HEALTH BY INCREASING EQUITABLE BUILT ENVIRONMENTS AND ACCESS TO HEALTHY FOOD WITH A FOCUS ON LOW-INCOME COMMUNITIES, RURAL COMMUNITIES, AND COMMUNITIES OF COLOR. | Description3Txt |
| Expenses3 | $99,478 | Expenses3Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $25,724,591 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $500,178 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $814,014 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $27,038,783 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $27,038,783 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $405,582 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $26,633,201 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,331,660 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,331,660 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $65,485 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $65,485 | TotalTaxAmt |
| Distributable Before Adj | $1,266,175 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,266,175 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,266,175 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $975,912 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $975,912 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $975,912 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,266,175 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $895,555 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $190,299 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $1,085,854 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $975,912 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $69,453 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $906,459 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $359,716 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $359,716 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $795,591 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $69,453 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $466,386 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $259,752 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $190,299 | ExcessFromYear3Amt |
| Excess From Current Year | $69,453 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CON ALMA HEALTH-GRANT MAKING COMMIT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 114 PARK AVE | AddressLine1Txt |
| City | SANTA FE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5054380776 | RecipientPhoneNum |
| Form And Info And Materials | GRANT INFORMATION MAY BE OBTAINED AT WWW.CONALMA.ORG | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE WEBSITE FOR GRANT SCHEDULE | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ARE AWARDED TO QUALIFIED 501(C)3 ORGANIZATION SERVING THE HEALTHCARE NEEDS OF NEW MEXICANS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (73 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALZHEIMER'S ASSOCIATION NEW MEXICO | ||||||
| 9500 MONTGOMERY NE SUITE | ALBUQUERQUE | NM | 87111 | 509(A)(1) | HEALTHCARE | $5,500 |
| AMIGOS DEL VALLE | ||||||
| PO BOX 4057 | FAIRVIEW | NM | 87533 | 509(A)(1) | HEALTHCARE | $7,500 |
| BOYS & GIRLS CLUBS OF SANTA FEDEL | ||||||
| PO BOX 2403 | SANTA FE | NM | 87504 | 509(A)(1) | HEALTHCARE | $7,500 |
| CANCER FOUNDATION FOR NEW MEXICO | ||||||
| 3005 SOUTH ST FRANCIS DR | SANTA FE | NM | 87505 | 509(A)(1) | HEALTHCARE | $7,500 |
| FAMILY STRENGTHS NETWORK (FSN) | ||||||
| 1990 DIAMOND DRIVE | LOS ALAMOS | NM | 87544 | 509(A)(1) | HEALTHCARE | $3,400 |
| FAMILY YMCA THE | ||||||
| 1450 IRIS STREET | LOS ALAMOS | NM | 87544 | 509(A)(1) | HEALTHCARE | $7,500 |
| INSIDE OUT | ||||||
| 919 N RIVERSIDE DRIVE S | ESPANOLA | NM | 87532 | 509(A)(1) | HEALTHCARE | $5,000 |
| LOS ALAMOS FAMILY COUNCIL | ||||||
| 1505 15TH STREET SUITE C | LOS ALAMOS | NM | 87544 | 509(A)(1) | HEALTHCARE | $2,500 |
| NEW MEXICO ACEQUIA ASSOCIATION | ||||||
| 805 EARLY STREET STE 20 | SANTA FE | NM | 87505 | 509(A)(1) | HEALTHCARE | $7,500 |
| SOUTHWEST CARE CENTER | ||||||
| 649 HARKLE ROAD | SANTA FE | NM | 87505 | 509(A)(2) | HEALTHCARE | $7,500 |
| APPLESEED OF NEW MEXICO | ||||||
| 600 CENTRAL AVE SE | ALBUQUERQUE | NM | 87102 | 509(A)(1) | HEALTHCARE | $5,000 |
| CHAINBREAKER COLLECTIVE | ||||||
| PO BOX 31666 | SANTA FE | NM | 87594 | 509(A)(1) | HEALTHCARE | $5,000 |
| DAR A LUZ BIRTH AND HEALTH CENTER | ||||||
| 7708 4TH ST NW | LOS RANCHOS | NM | 87107 | 509(A)(1) | HEALTHCARE | $5,000 |
| NEW MEXICO STATE UNIVERSITY FOUNDAT | ||||||
| 1305 NORTH HORSESHOE DRD | LAS CRUCES | NM | 88003 | 509(A)(1) | HEALTHCARE | $1,000 |
| NATIVE AMERICAN COMMUNITY ACADEMY F | ||||||
| 1100 CARDENAS AVENUE SE | ALBUQUERQUE | NM | 87108 | 509(A)(1) | HEALTHCARE | $6,000 |
| NEW MEXICO COMMUNITY FOUNDATION | ||||||
| 502 WEST CORDOVA ROAD SU | SANTA FE | NM | 87505 | 509(A)(1) | HEALTHCARE | $5,000 |
| DIRECT CARE ALLIANCE | ||||||
| 4 W 43RD ST STE 611 | NEW YORK | NY | 10036 | 509(A)(1) | HEALTHCARE | $5,500 |
| PERMACULTURE GUILD INC | ||||||
| PO BOX 4312 | SANTA FE | NM | 87502 | 509(A)(2) | HEALTHCARE | $5,000 |
| NEW MEXICO HEALTH RESOURCES | ||||||
| 300 SAN MATEO NE SUITE 9 | ALBUQUERQUE | NM | 87108 | 509(A)(1) | HEALTHCARE | $5,000 |
| SENIOR CITIZENS' LAW OFFICE | ||||||
| 4317 LEAD AVENUE SE SUIT | ALBUQUERQUE | NM | 87108 | 509(A)(1) | HEALTHCARE | $5,000 |
| SIERRA HEALTH COUNCIL | ||||||
| PO BOX 4689 | T OR C | NM | 87901 | 509(A)(1) | HEALTHCARE | $5,000 |
| LA FAMILIA MEDICAL CENTER | ||||||
| 1035 ALTO STREET | SANTA FE | NM | 87501 | 509(A)(1) | HEALTHCARE | $5,000 |
| SANTA FE COMMUNITY FOUNDATION | ||||||
| 501 HALONA ST | SANTA FE | NM | 87505 | 501(C)(3) | HEALTHCARE | $5,000 |
| HISPANICS IN PHILANTHROPY | ||||||
| 414 13TH STREET SUITE 20 | OAKLAND | CA | 94612 | 509(A)(1) | HEALTHCARE | $5,000 |
| SANTA FE PROJECT ACCESS | ||||||
| PO BOX 32145 | SANTA FE | NM | 87594 | 509(A)(2) | HEALTHCARE | $10,000 |
| LAS CUMBRES COMMUNITY SERVICES | ||||||
| 404 HUNTER ST | ESPANOLA | NM | 87532 | 509(A)(1) | HEALTHCARE | $10,000 |
| NATIVE AMERICAN VOTERS ALLIANCE EDU | ||||||
| 3415 CARLISE NE | ALBUQUERQUE | NM | 87110 | 509(A)(1) | HEALTHCARE | $8,000 |
| CAMP CORAZONES | ||||||
| PO BOX 23766 | SANTA FE | NM | 87505 | 509(A)(1) | HEALTHCARE | $950 |
| CENTER FOR NONPROFIT EXCELLENCE | ||||||
| 2340 ALAMO AVENUE SE | ALBUQUERQUE | NM | 87106 | 509(A)(1) | HEALTHCARE | $2,550 |
| EL VALLE WOMEN'S COLLABORATIVE | ||||||
| PO BOX 304 | RIBERA | NM | 87560 | 509(A)(1) | HEALTHCARE | $5,000 |
| EL VALLE COMMUNITY CENTER | ||||||
| PO BOX 61 | VILLANUEVA | NM | 87583 | 509(A)(1) | HEALTHCARE | $3,500 |
| HEALTH ACTION NEW MEXICO | ||||||
| N CAMINO DEL PUEBLO | BERNALILLO | NM | 87004 | 501(C)(3) | HEALTHCARE | $4,000 |
| HEALTH ACTION NEW MEXICO | ||||||
| N CAMINO DEL PUEBLO | BERNALILLO | NM | 87004 | 501(C)(3) | HEALTHCARE | $9,600 |
| NEW MEXICO ASSOCIATION OF GRANTMAKE | ||||||
| PO BOX 87504 | SANTA FE | NM | 87504 | 509(A)(1) | HEALTHCARE | $5,000 |
| AMIGOS BRAVOS INC | ||||||
| PO BOX 238 | TAOS | NM | 87571 | 509(A)(1) | HEALTHCARE | $7,500 |
| NEW MEXICO VOICES FOR CHILDREN | ||||||
| 625 SILVER AVENUE SUITE | ALBUQUERQUE | NM | 87102 | 509(A)(1) | HEALTHCARE | $7,500 |
| FOOD AND SHELTER INC | ||||||
| PO BOX 411 | RIBERA | NM | 87560 | 509(A)(1) | HEALTHCARE | $5,000 |
| FIRST CHOICE COMMUNITY HEALTHCARE | ||||||
| 2001 N CENTRO FAMILIAR S | ALBUQUERQUE | NM | 87105 | 509(A)(1) | HEALTHCARE | $7,000 |
| COMMUNITY FOUNDATION OF SOUTHERN NE | ||||||
| 301 S CHURCH ST STE H | LAS CRUCES | NM | 88001 | 509(A)(1) | HEALTHCARE | $4,300 |
| HIDALGO MEDICAL SERVICES | ||||||
| 530 DE MOSS ST | SILVER CITY | NM | 88045 | 509(A)(1) | HEALTHCARE | $7,500 |
| LA FAMILIA MEDICAL CENTER | ||||||
| 1035 ALTO STREET | SANTA FE | NM | 87501 | 509(A)(1) | HEALTHCARE | $5,000 |
| LA SEMILLA FOOD CENTER | ||||||
| PO BOX 2579 | ANTHONY | NM | 88021 | 509(A)(2) | HEALTHCARE | $7,000 |
| SANTA FE COMMUNITY FOUNDATION | ||||||
| 501 HALONA STREET | SANTA FE | NM | 87504 | 509(A)(1) | HEALTHCARE | $7,000 |
| NATIONAL CENTER FOR FRONTIER COMMUN | ||||||
| 902 SANTA RITA STREET | SILVER CITY | NM | 88061 | 509(A)(1) | HEALTHCARE | $12,000 |
| NEW MEXICO VOICES FOR CHILDREN | ||||||
| 625 SILVER AVENUE SUITE | ALBUQUERQUE | NM | 87102 | 509(A)(1) | HEALTHCARE | $8,800 |
| NOTAH BEGAY III FOUNDATION INC | ||||||
| 290 PRAIRIE STAR RD | SANTA ANA PUEBLO | NM | 87004 | 509(A)(1) | HEALTHCARE | $8,000 |
| UNIVERSITY OF NEW MEXICO FOUNDATION | ||||||
| TWO WOODWARD CENTER 700 | ALBUQUERQUE | NM | 87102 | 509(A)(1) | HEALTHCARE | $7,500 |
| VOLUNTEER CENTER OF GRANT COUNTY T | ||||||
| PO BOX 416 | SILVER CITY | NM | 88062 | 509(A)(1) | HEALTHCARE | $4,400 |
| ZUNI YOUTH ENRICHMENT PROJECT | ||||||
| PO BOX 447 | ZUNI | NM | 87327 | 509(A)(1) | HEALTHCARE | $7,500 |
| LOS ALAMOS COUNCIL ON CANCER | ||||||
| PO BOX 995 | LOS ALAMOS | NM | 87544 | 509(A)(1) | HEALTHCARE | $5,000 |
| LOS ALAMOS FAMILY COUNCIL | ||||||
| 1505 15TH STREET SUITE C | LOS ALAMOS | NM | 87544 | 509(A)(1) | HEALTHCARE | $7,500 |
| ALZHEIMER'S ASSOCIATION NEW MEXICO | ||||||
| 9500 MONTGOMERY NE SUITE | ALBUQUERQUE | NM | 87111 | 509(A)(1) | HEALTHCARE | $5,500 |
| AMIGOS DEL VALLE | ||||||
| PO BOX 4057 | FAIRVIEW | NM | 87533 | 509(A)(1) | HEALTHCARE | $5,500 |
| BOYS & GIRLS CLUBS OF SANTA FEDEL | ||||||
| PO BOX 2403 | SANTA FE | NM | 87504 | 509(A)(1) | HEALTHCARE | $5,500 |
| SOUTHWEST CARE CENTER | ||||||
| 649 HARKLE ROAD | SANTA FE | NM | 87505 | 509(A)(2) | HEALTHCARE | $5,500 |
| CANCER FOUNDATION FOR NEW MEXICO | ||||||
| 3005 SOUTH ST FRANCIS DR | SANTA FE | NM | 87505 | 509(A)(1) | HEALTHCARE | $5,500 |
| FAMILY STRENGTHS NETWORK (FSN) | ||||||
| 1990 DIAMOND DRIVE | LOS ALAMOS | NM | 87544 | 509(A)(1) | HEALTHCARE | $3,400 |
| FAMILY YMCA THE | ||||||
| 1450 IRIS STREET | LOS ALAMOS | NM | 87544 | 509(A)(1) | HEALTHCARE | $5,500 |
| INSIDE OUT | ||||||
| 919 N RIVERSIDE DRIVE S | ESPANOLA | NM | 87532 | 509(A)(1) | HEALTHCARE | $5,000 |
| LOS ALAMOS NURSE SERVICE INC | ||||||
| 116 CENTRAL PARK SQUARE | LOS ALAMOS | NM | 87544 | 509(A)(1) | HEALTHCARE | $2,200 |
| NEW MEXICO ACEQUIA ASSOCIATION | ||||||
| 805 EARLY STREET STE 20 | SANTA FE | NM | 87505 | 509(A)(1) | HEALTHCARE | $7,500 |
| APPLESEED OF NEW MEXICO | ||||||
| 600 CENTRAL AVE SE | ALBUQUERQUE | NM | 87102 | 509(A)(1) | HEALTHCARE | $5,000 |
| CHAINBREAKER COLLECTIVE | ||||||
| PO BOX 31666 | SANTA FE | NM | 87594 | 509(A)(1) | HEALTHCARE | $5,000 |
| DAR A LUZ BIRTH AND HEALTH CENTER | ||||||
| 7708 4TH ST NW | LOS RANCHOS | NM | 87107 | 509(A)(1) | HEALTHCARE | $5,000 |
| EASTERN NEW MEXICO UNIVERSITY ROSWE | ||||||
| PO BOX 6000 | ROSWELL | NM | 88202 | 509(A)(1) | HEALTHCARE | $5,000 |
| NEW MEXICO STATE UNIVERSITY FOUNDAT | ||||||
| 1305 NORTH HORSESHOE DRD | LAS CRUCES | NM | 88003 | 509(A)(1) | HEALTHCARE | $6,000 |
| NATIVE AMERICAN COMMUNITY ACADEMY F | ||||||
| 1100 CARDENAS AVENUE SE | ALBUQUERQUE | NM | 87108 | 509(A)(1) | HEALTHCARE | $6,000 |
| NEW MEXICO COMMUNITY FOUNDATION | ||||||
| 502 WEST CORDOVA ROAD SU | SANTA FE | NM | 87505 | 509(A)(1) | HEALTHCARE | $5,000 |
| DIRECT CARE ALLIANCE | ||||||
| 4 W 43RD ST STE 611 | NEW YORK | NY | 10036 | 509(A)(1) | HEALTHCARE | $5,500 |
| PERMACULTURE GUILD INC | ||||||
| PO BOX 4312 | SANTA FE | NM | 87502 | 509(A)(2) | HEALTHCARE | $5,000 |
| NEW MEXICO HEALTH RESOURCES | ||||||
| 300 SAN MATEO NE SUITE 9 | ALBUQUERQUE | NM | 87108 | 509(A)(1) | HEALTHCARE | $5,000 |
| SENIOR CITIZENS' LAW OFFICE | ||||||
| 4317 LEAD AVENUE SE SUIT | ALBUQUERQUE | NM | 87108 | 509(A)(1) | HEALTHCARE | $5,000 |
| SIERRA HEALTH COUNCIL | ||||||
| PO BOX 4689 | T OR C | NM | 87901 | 509(A)(1) | HEALTHCARE | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $419,600 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CANCER SERVICES OF NEW MEXICO | ||||||
| PO BOX 51735 | ALBUQUERQUE | NM | 87181 | 501(C)(3) | HEALTHCARE | $5,000 |
| COMING HOME CONNECTION | ||||||
| 418 CERRILLOS RD 27 | SANTA FE | NM | 87501 | 501(C)(3) | HEALTHCARE | $5,000 |
| COMPASSIONATE TOUCH NETWORK | ||||||
| 1000 CORDOVA PLACE 436 | SANTA FE | NM | 87505 | 501(C)(3) | HEALTHCARE | $5,000 |
| ECHO | ||||||
| 1921 EAST MURRAY DRIVE | FARMINGTON | NM | 87401 | 501(C)(3) | HEALTHCARE | $5,000 |
| MCCURDY SCHOOL | ||||||
| 261 S MCCURDY ROAD | ESPANOLA | NM | 87532 | 501(C)(3) | HEALTHCARE | $5,000 |
| SELF HELP | ||||||
| 2390 NORTH ROAD | LOS ALAMOS | NM | 87544 | 501(C)(3) | HEALTHCARE | $6,000 |
| ALZHEIMER'S ASSOCIATION NEW MEXICO | ||||||
| 9500 MONTGOMERY NE SUITE | ALBUQUERQUE | NM | 87111 | 509(A)(1) | HEALTHCARE | $5,000 |
| AMIGOS DEL VALLE | ||||||
| PO BOX 4057 | FAIRVIEW | NM | 87533 | 509(A)(1) | HEALTHCARE | $7,500 |
| BOYS & GIRLS CLUBS OF SANTA FEDEL | ||||||
| PO BOX 2403 | SANTA FE | NM | 87504 | 509(A)(1) | HEALTHCARE | $6,000 |
| CANCER FOUNDATION FOR NEW MEXICO | ||||||
| 3005 SOUTH ST FRANCIS DR | SANTA FE | NM | 87505 | 509(A)(1) | HEALTHCARE | $6,000 |
| INSIDE OUT | ||||||
| 919 N RIVERSIDE DRIVE S | ESPANOLA | NM | 87532 | 509(A)(1) | HEALTHCARE | $6,000 |
| LIONS CLUB OF TAOS INC | ||||||
| PO BOX 199 | TAOS | NM | 87571 | 501(C)(3) | HEALTHCARE | $2,000 |
| NEW MEXICO ALLIANCE FOR SCHOOL-BASE | ||||||
| 3301-R COORS BLVD NW SU | ALBUQUERQUE | NM | 87120 | 501(C)(3) | HEALTHCARE | $25,000 |
| NEW MEXICO CENTER ON LAW AND POVERT | ||||||
| 924 PARK AVENUE SWSUITE C | ALBUQUERQUE | NM | 87102 | 501(C)(3) | HEALTHCARE | $25,000 |
| NEW MEXICO COMMUNITY HEALTH WORKER | ||||||
| 1605-J JUAN TABO NEPO B | ALBUQUERQUE | NM | 87198 | 501(C)(3) | HEALTHCARE | $25,000 |
| JUSTICE ACCESS SUPPORT AND SOLUTION | ||||||
| 1608 ISLETA BOULEVARD SW | ALBUQUERQUE | NM | 87105 | 501(C)(3) | HEALTHCARE | $25,000 |
| COMING HOME CONNECTION | ||||||
| 418 CERRILLOS RD 27 | SANTA FE | NM | 87501 | 501(C)(3) | HEALTHCARE | $4,500 |
| HARTLEY HOUSE | ||||||
| 900 MAIN STREET | CLOVIS | NM | 88101 | 501(C)(3) | HEALTHCARE | $4,000 |
| GENERATION JUSTICE | ||||||
| 318 ISLETA BLVD SW | ALBUQUERQUE | NM | 87105 | 501(C)(3) | HEALTHCARE | $5,000 |
| HEALTH ACTION NEW MEXICO | ||||||
| 3700 OSUNA ROAD NE SUITE | ALBUQUERQUE | NM | 87109 | 501(C)(3) | HEALTHCARE | $4,000 |
| HEALTH ACTION NEW MEXICO | ||||||
| 3700 OSUNA ROAD NE SUITE | ALBUQUERQUE | NM | 87109 | 501(C)(3) | HEALTHCARE | $6,000 |
| PEGASUS LEGAL SERVICES FOR CHILDREN | ||||||
| 3201 FOURTH ST NW | ALBUQUERQUE | NM | 87107 | 501(C)(3) | HEALTHCARE | $5,000 |
| THINK NEW MEXICO | ||||||
| 1227 PASEO DE PERALTA | SANTA FE | NM | 87501 | 501(C)(3) | HEALTHCARE | $6,000 |
| YOUNG WOMEN UNITED | ||||||
| 309 GOLD AVE SW | ALBUQUERQUE | NM | 87102 | 501(C)(3) | HEALTHCARE | $5,000 |
| LAS CUMBRES COMMUNITY SERVICES | ||||||
| 404 HUNTER ST | ESPANOLA | NM | 87532 | 509(A)(1) | HEALTHCARE | $5,000 |
| SOUTHWEST RESEARCH AND INFORMATION | ||||||
| PO BOX 4524 | ALBUQUERQUE | NM | 87196 | 501(C)(3) | HEALTHCARE | $4,000 |
| CAREGIVERS WORKFORCE DEVELOPMENT IN | ||||||
| 10 PLACITAS TRAILS ROAD | PLACITAS | NM | 87043 | 501(C)(3) | HEALTHCARE | $5,000 |
| SANTA FE PROJECT ACCESS | ||||||
| PO BOX 32145 | SANTA FE | NM | 87594 | 509(A)(2) | HEALTHCARE | $4,000 |
| SENIOR CITIZENS' LAW OFFICE | ||||||
| 4317 LEAD AVENUE SE SUIT | ALBUQUERQUE | NM | 87108 | 509(A)(1) | HEALTHCARE | $5,000 |
| AMIGOS BRAVOS INC | ||||||
| PO BOX 238 | TAOS | NM | 87571 | 509(A)(1) | HEALTHCARE | $8,000 |
| NEW MEXICO VOICES FOR CHILDREN | ||||||
| 625 SILVER AVENUE SUITE | ALBUQUERQUE | NM | 87102 | 509(A)(1) | HEALTHCARE | $8,000 |
| LA FAMILIA MEDICAL CENTER | ||||||
| 1035 ALTO STREET | SANTA FE | NM | 87501 | 509(A)(1) | HEALTHCARE | $7,000 |
| VOLUNTEER CENTER OF GRANT COUNTY T | ||||||
| PO BOX 416 | SILVER CITY | NM | 88062 | 509(A)(1) | HEALTHCARE | $7,000 |
| ZUNI YOUTH ENRICHMENT PROJECT | ||||||
| PO BOX 447 | ZUNI | NM | 87327 | 509(A)(1) | HEALTHCARE | $7,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $263,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $326 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,001,661 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,495,311 | ExclusionAmt |
Net Income Loss From Special Evt NetIncomeLossFromSpecialEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$3,376 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $4,723 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $3,502,021 | ExclusionAmt |
| Related Or Exempt Function Incm | -$3,376 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,498,645 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 9 | LineNumberTxt |
| Relationship Statement | GRANTEE RECOGNITION EVENT | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (6 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| WK KELLOGG FOUNDATION | ||||||
| 1 | ONE MICHIGAN AVE EAST | BATTLE CREEK | MI | 49017 | $200,000 | Yes (X) |
| CONVERGENCE PARTNERSHIP OF TIDES | ||||||
| 2 | PO BOX 29903 | SAN FRANCISCO | CA | 941290198 | $50,000 | Yes (X) |
| SANTA FE COMMUNITY FOUNDATION | ||||||
| 3 | 501 HALONA ST | SANTA FE | NM | 87505 | $10,000 | Yes (X) |
| MCCUNE FOUNDATION | ||||||
| 4 | 345 EAST ALAMDA STREET | SANTA FE | NM | 87501 | $15,000 | Yes (X) |
| THE SIMON CHARITABLE FOUNDATION | ||||||
| 5 | 524 DON GASPAR AVE | SANTA FE | NM | 87505 | $10,000 | Yes (X) |
| THE NOTAH BEGAY III FOUNDATION | ||||||
| 6 | 290 PRAIRIE STAR RD | SANTA ANA PUEBLO | NM | 87004 | $10,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $46,891 | Amt |
| Net Investment Income | $23,445 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $23,446 | DisbursementsCharitablePrpsAmt |
Amortization Schedule AmortizationSchedule
Amortization Schedule Detail AmortizationScheduleDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amortized Expenses | WEBSITE OVERHAUL | AmortizedExpensesDesc |
| Acquired Completed Or Expended | 2010-10-28 | AcquiredCompletedOrExpendedDt |
| Amortized | $9,798 | AmortizedAmt |
| Deduction For Prior Years | $6,369 | DeductionForPriorYearsAmt |
| Amortization Period | 5.0000 | AmortizationPeriodRt |
| Current Year Amortization | $1,960 | CurrentYearAmortizationAmt |
| Total Amortization | $8,329 | TotalAmortizationAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (15 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| LASERJET 4100N | 2002-03-04 | $1,489 | $1,489 | S/L | 5.0000 | ||
| DELL LATITUDE | 2002-03-06 | $2,678 | $2,678 | S/L | 5.0000 | ||
| OPTIPLEX GX240 | 2002-03-06 | $4,416 | $4,416 | S/L | 5.0000 | ||
| POWER CONNECT | 2002-03-06 | $156 | $156 | S/L | 5.0000 | ||
| OFFICE JET | 2003-02-01 | $532 | $532 | S/L | 5.0000 | ||
| LAND | 2004-04-26 | $119,000 | |||||
| FURNITURE | 2005-01-20 | $35,964 | $35,964 | S/L | 7.0000 | ||
| APPLIANCES | 2005-02-28 | $1,927 | $1,927 | S/L | 7.0000 | ||
| BUILDING | 2005-04-01 | $859,045 | $192,735 | S/L | 39.0000 | $22,026 | $5,507 |
| TELEPHONE SYSTEM | 2004-05-19 | $22,508 | $22,508 | S/L | 5.0000 | ||
| ADVENT SOFTWARE | 2006-03-06 | $17,109 | $17,109 | S/L | 3.0000 | ||
| MICROEDGE GIFTS PLUS | 2010-03-26 | $5,380 | $5,380 | S/L | 3.0000 | ||
| ROOF | 2011-10-11 | $27,943 | $2,579 | S/L | 39.0000 | $1,863 | $466 |
| PHONE SYSTEM | 2013-08-25 | $7,566 | $630 | S/L | 5.0000 | $1,514 | $378 |
| GIFTS ACCESS SOFTWARE | 2013-10-07 | $9,727 | $486 | S/L | 5.0000 | $1,946 | $486 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | SCRAPPED ASSETS | AssetDesc |
| How Acquired | PURCHASE | HowAcquiredTxt |
| Sold | 2014-01 | SoldDt |
| Basis | $46,867 | BasisAmt |
| Accumulated Depreciation | $46,867 | AccumulatedDepreciationAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SCHWAB - FUNDING ACCOUNTING | StockNm |
| EOY Book Value | $24,984,866 | EOYBookValueAmt |
| EOYFMV | $24,984,866 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| BUILDING | $859,045 | $214,761 | $644,284 | $644,284 |
| EQUIPMENT | $100,327 | $64,251 | $36,076 | $36,076 |
| LAND | $119,000 | $119,000 | $119,000 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT LEGAL FEES | CategoryTxt |
| Legal Fees | $1,931 | LegalFeesAmt |
| Net Investment Income | $966 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $965 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTEREST RECEIVABLE | Desc |
| BOY Book Value | $97 | BOYBookValueAmt |
| EOY Book Value | $97 | EOYBookValueAmt |
| EOYFMV | $97 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED LOSSES | $2,299,394 |
| ROUNDING | -$3 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (20 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| GRANTEE RECOGNITION EVENT | |||
| OFFICE SUPPLIES | $336 | ||
| MEALS | $6,490 | ||
| EXPENSES | |||
| ADVERTISING | $952 | $952 | |
| BANK CHARGES | $15 | $15 | |
| CONTRIBUTIONS | $9,550 | $9,550 | |
| CREDIT CARD EXPENSES | $79 | $79 | |
| DUES & SUBSCRIPTIONS | $7,886 | $5,914 | $1,972 |
| EQUIPMENT & SOFTWARE | $3,412 | $2,559 | $853 |
| EQUIPMENT MAINT/RENTAL | $5,409 | $4,057 | $1,352 |
| INSURANCE | $44,313 | $33,235 | $11,078 |
| INVESTMENT EXPENSE | $57,467 | $57,467 | |
| MEALS | $12,155 | $9,116 | $3,039 |
| MISCELLANEOUS | $17 | $13 | $4 |
| OFFICE EXPENSE | $10,041 | $7,531 | $2,510 |
| POSTAGE & DELIVERY | $694 | $521 | $173 |
| SECURITY | $492 | $369 | $123 |
| PUBLIC RELATIONS | $325 | $325 | |
| WEBSITE | $3,046 | $3,046 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| GRANTEE RECOGNITION EVENT | $6,000 |
| OTHER INCOME | $4,723 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| EXCISE TAXES PAYABLE | $4,825 | $10,045 |
| ROUNDING | $1 | |
| STATE WITHHOLDING | $840 | |
| ACCRUED WAGES & BENEFITS | $41,086 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| CONSULTING | $113,665 | $113,665 |
| GRANTEE RECOGNITION EVENT | $1,042 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $25,503 | $6,376 | $19,127 |
| EXCISE TAX | $65,485 | ||
| FOREIGN TAXES PAID | $44 | $44 |
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