PRESBYTERIAN HEALTHCARE FOUNDATION: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization: PRESBYTERIAN HEALTHCARE FOUNDATION (EIN 85-6016041)
Tax period: 2014-01-01 to 2014-12-31
Filed: 2015-11-11
IRS object ID: 201533159349300998
Schema version: 2014v5.0
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
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	2015-11-11T09:48:03-06:00	ReturnTs
Tax Period End	2014-12-31	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	2014-01-01	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 C MAXWELL	PersonNm
Person Title	CHIEF ADMIN OFFICER	PersonTitleTxt
Signature	2015-11-10	SignatureDt

Preparer Person PreparerPersonGrp

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

Field	Value	IRS element (for citing)
Tax	2014	TaxYr
Build TS	2016-02-25 16:41:14Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	JAMES HINTON	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	$22,423,078	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	39	VotingMembersGoverningBodyCnt
Voting Members Independent	31	VotingMembersIndependentCnt
Total Employee	0	TotalEmployeeCnt
Total Volunteers	246	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$2,690,690	PYContributionsGrantsAmt
CY Contributions Grants	$2,489,009	CYContributionsGrantsAmt
PY Program Service Revenue	$0	PYProgramServiceRevenueAmt
CY Program Service Revenue	$0	CYProgramServiceRevenueAmt
PY Investment Income	$5,362,002	PYInvestmentIncomeAmt
CY Investment Income	$6,934,111	CYInvestmentIncomeAmt
PY Other Revenue	$397,503	PYOtherRevenueAmt
CY Other Revenue	$179,969	CYOtherRevenueAmt
PY Total Revenue	$8,450,195	PYTotalRevenueAmt
CY Total Revenue	$9,603,089	CYTotalRevenueAmt
PY Grants And Similar Paid	$4,831,731	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$3,454,405	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$1,576,709	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$1,430,517	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$31,500	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$13,154	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$992,747	CYTotalFundraisingExpenseAmt
PY Other Expenses	$544,022	PYOtherExpensesAmt
CY Other Expenses	$760,126	CYOtherExpensesAmt
PY Total Expenses	$6,983,962	PYTotalExpensesAmt
CY Total Expenses	$5,658,202	CYTotalExpensesAmt
PY Revenues Less Expenses	$1,466,233	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$3,944,887	CYRevenuesLessExpensesAmt
Total Assets BOY	$83,048,089	TotalAssetsBOYAmt
Total Assets EOY	$84,302,007	TotalAssetsEOYAmt
Total Liabilities BOY	$882,454	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$489,087	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$82,165,635	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$83,812,920	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	$1,892,000	ExpenseAmt
Grant	$1,892,000	GrantAmt
Revenue	$0	RevenueAmt
Desc	GRANT TO PRESBYTERIAN HEALTHCARE SERVICES (PHS) FOR THE RIO RANCHO HOSPITAL FUND - A PROGRAM DEVELOPED TO FUND THE NEW HOSPITAL IN RIO RANCHO, NEW MEXICO. SEE SCHEDULE O FOR MORE DETAILS.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$142,039	ExpenseAmt
Grant	$142,039	GrantAmt
Revenue	$0	RevenueAmt
Desc	GRANTS TO PHS FOR NURSING & CLINICAL EDUCATION FUNDING - THESE PROGRAMS PROVIDE EDUCATIONAL ASSISTANCE / SCHOLARSHIPS TO NURSES AND OTHER CLINICAL PROFESSIONS, WHICH IN TURN WILL SUPPORT IMPROVEMENT IN VARIOUS PHS DEPARTMENTS' CLINICAL OUTCOMES, INCLUDING DECREASED MORTALITY, RATE OF INFECTIONS, AND OTHER CORE MEASURES. RESEARCH HAS SHOWN THAT EDUCATION AND ADVANCEMENT OF NURSING DEGREES AND OTHER CLINICAL PERSONNEL IMPROVES CLINICAL OUTCOMES. SEE SCHEDULE O FOR MORE DETAILS.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$135,756	ExpenseAmt
Grant	$135,756	GrantAmt
Revenue	$0	RevenueAmt
Desc	GRANTS TO THE KASEMAN HOSPITAL HOSPICE FUND - THIS PROJECT PROVIDED A WARM AND COMFORTING ENVIRONMENT FOR OUR HOSPICE PATIENTS AND THEIR FAMILIES. IT HELPED FURNISH THE NEWLY REMODELED HOSPICE INPATIENT UNIT TO BE CONDUCIVE FOR END OF LIFE CARE IN A "FAMILY / HOME" ENVIRONMENT. SEE SCHEDULE O FOR MORE DETAILS.	Desc

Field	Value	IRS element (for citing)
Total Other Prog Srvc Expense	$1,284,610	TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant	$1,284,610	TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue	$0	TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses	$3,454,405	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	39	GoverningBodyVotingMembersCnt
Independent Voting Member	31	IndependentVotingMemberCnt
Family Or Business Rln	false	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	false	MembersOrStockholdersInd
Election Of Board Members	Yes (true)	ElectionOfBoardMembersInd
Decisions Subject To Approva	Yes (true)	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	false	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (true)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (true)	WhistleblowerPolicyInd
Document Retention Policy	Yes (true)	DocumentRetentionPolicyInd
Compensation Process CEO	false	CompensationProcessCEOInd
Compensation Process Other	false	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	NM	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	KEVIN NOWELL CPA	PersonNm
Phone	5059236101	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	9521 SAN MATEO BLVD NE	AddressLine1Txt
City	ALBUQUERQUE	CityNm
State Abbreviation	NM	StateAbbreviationCd
ZIP	871132237	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (44 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	Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
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
PAUL BRIGGS
DIRECTOR	1.0	42.0	Yes (X)	$0	$348,696	$351,559
JOSEPH BURWINKLE JR
EX-OFFICIO DIRECTOR	1.0	0.0	Yes (X)	$0	$0	$0
JOHN CAREY
DIRECTOR	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	$222,017	$119,631
JEANNINE DANIELS
DIRECTOR	1.0	0.0	Yes (X)	$0	$0	$0
KATHLEEN DAVIS RN
DIRECTOR	1.0	40.0	Yes (X)	$0	$377,193	$187,763
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	$778,697	$171,592
CHOUDARY GANGA MD
DIRECTOR	1.0	0.0	Yes (X)	$0	$0	$0
DOUG GUINN
DIRECTOR (THRU 3/1/2014)	1.0	0.0	Yes (X)	$0	$0	$0
JANE GULLEY RN
DIRECTOR	1.0	32.0	Yes (X)	$0	$69,186	$76,132
ANDREA HANSON
DIRECTOR / CHAIR-ELECT	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 / CHAIR	1.0	0.0	Yes (X)	$0	$0	$0
VICTOR JURY JR
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
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 MD
DIRECTOR	1.0	20.0	Yes (X)	$0	$128,260	$43,600
SHIRLEY MORRISON
DIRECTOR	1.0	0.0	Yes (X)	$0	$0	$0
MARK PIKE
DIRECTOR	1.0	0.0	Yes (X)	$0	$0	$0
CYNTHIA REINHART
DIRECTOR	1.0	0.0	Yes (X)	$0	$0	$0
GEORGE W RHODES PHD
DIRECTOR / PAST-CHAIR	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	$210,221	$30,212
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	2.0	Yes (X)	$0	$0	$0
JAMES HINTON
PRESIDENT & EX-OFFICIO DIR	1.0	42.0	Yes (X)	$0	$1,012,986	$827,385	Yes (X)
GIUSEPPE RIZZA
VP & EXECUTIVE DIRECTOR	40.0	0.0		$0	$243,134	$36,102	Yes (X)
RUTH JONES
TREASURER	2.0	40.0		$0	$93,345	$125,967	Yes (X)
LESLIE E NEAL
SECRETARY	2.0	0.0		$0	$0	$0	Yes (X)
JOSE MARTINEZ MD
FORMER DIRECTOR	0.0	40.0		$0	$346,521	$325,705		Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$0	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$3,830,256	TotReportableCompRltdOrgAmt
Total Other Compensation	$2,295,648	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	0	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	Yes (true)	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (true)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Field	Value	IRS element (for citing)
Person	NONE	PersonNm

Field	Value	IRS element (for citing)
Contractor Address		ContractorAddress

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	0	CntrctRcvdGreaterThan100KCnt
Fundraising	$445,291	FundraisingAmt
Related Organizations	$245,525	RelatedOrganizationsAmt
All Other Contributions	$1,798,193	AllOtherContributionsAmt
Noncash Contributions	$218,042	NoncashContributionsAmt
Total Contributions	$2,489,009	TotalContributionsAmt
Total Program Service Revenue	$0	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,734,213	TotalRevenueColumnAmt
Exclusion	$1,734,213	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	$71,600	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	$56,229	RealAmt
Personal	$0	PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$56,229	TotalRevenueColumnAmt
Exclusion	$56,229	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$17,725,175	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$12,525,277	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$5,199,898	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$5,199,898	TotalRevenueColumnAmt
Exclusion	$5,199,898	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$349,086	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$445,291	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$273,986	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$75,100	TotalRevenueColumnAmt
Exclusion	$75,100	ExclusionAmt

Field	Value	IRS element (for citing)
Gaming Gross Income	$33,270	GamingGrossIncomeAmt
Gaming Direct Expenses	$5,355	GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$27,915	TotalRevenueColumnAmt
Exclusion	$27,915	ExclusionAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	ExclusionExclusionAmt
REGISTRATION & EXHIBIT FEES	900099	$19,133	$19,133
ALL OTHER REVENUE	900099	$1,592	$1,592

Field	Value	IRS element (for citing)
Other Revenue Total	$20,725	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$9,603,089	TotalRevenueColumnAmt
Exclusion	$7,114,080	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$3,454,405	TotalAmt
Program Services	$3,454,405	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

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

Foreign Grants ForeignGrantsGrp

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

Benefits To Members BenefitsToMembersGrp

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

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

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

Comp Disqual Persons CompDisqualPersonsGrp

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

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$1,430,517	TotalAmt
Management And General	$715,259	ManagementAndGeneralAmt
Fundraising	$715,258	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

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

Other Employee Benefits OtherEmployeeBenefitsGrp

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

Payroll Taxes PayrollTaxesGrp

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

Fees For Services Management FeesForServicesManagementGrp

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

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$508	TotalAmt
Management And General	$254	ManagementAndGeneralAmt
Fundraising	$254	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$33,367	TotalAmt
Management And General	$16,683	ManagementAndGeneralAmt
Fundraising	$16,684	FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

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

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$13,154	TotalAmt
Fundraising	$13,154	FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$294,088	TotalAmt
Management And General	$294,088	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$202,312	TotalAmt
Management And General	$94,168	ManagementAndGeneralAmt
Fundraising	$108,144	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$3,335	TotalAmt
Management And General	$1,668	ManagementAndGeneralAmt
Fundraising	$1,667	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$62,914	TotalAmt
Management And General	$31,457	ManagementAndGeneralAmt
Fundraising	$31,457	FundraisingAmt

Information Technology InformationTechnologyGrp

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

Royalties RoyaltiesGrp

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

Occupancy OccupancyGrp

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

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$1,238	TotalAmt
Management And General	$619	ManagementAndGeneralAmt
Fundraising	$619	FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

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

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$11,876	TotalAmt
Management And General	$5,938	ManagementAndGeneralAmt
Fundraising	$5,938	FundraisingAmt

Interest InterestGrp

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

Payments To Affiliates PaymentsToAffiliatesGrp

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

Depreciation Depletion DepreciationDepletionGrp

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

Insurance InsuranceGrp

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

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	FundraisingFundraisingAmt	Management And GeneralManagementAndGeneralAmt
DONOR RECOGNITION	$51,091	$51,091
BUSINESS MEALS	$4,682	$2,341	$2,341
GIFT ADMINISTRATION	$2,435		$2,435
MILEAGE	$1,980	$990	$990

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$5,658,202	TotalAmt
Program Services	$3,454,405	ProgramServicesAmt
Management And General	$1,211,050	ManagementAndGeneralAmt
Fundraising	$992,747	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

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

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$1,761,215	BOYAmt
EOY	$943,901	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$1,735,068	BOYAmt
EOY	$1,035,213	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	$115,984	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$413,725	BOYAmt
EOY	$426,354	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$78,582,467	BOYAmt
EOY	$81,297,118	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	$555,614	BOYAmt
EOY	$599,421	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$83,048,089	BOYAmt
EOY	$84,302,007	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$73,860	BOYAmt
EOY	$116,972	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	$808,594	BOYAmt
EOY	$372,115	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$882,454	BOYAmt
EOY	$489,087	EOYAmt

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

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$46,762,499	BOYAmt
EOY	$48,303,426	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$24,268,469	BOYAmt
EOY	$27,143,023	EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$11,134,667	BOYAmt
EOY	$8,366,471	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$82,165,635	BOYAmt
EOY	$83,812,920	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$83,048,089	BOYAmt
EOY	$84,302,007	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$3,944,887	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$2,266,497	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	-$31,105	OtherChangesInNetAssetsAmt
Info In Schedule O Part XII	Yes (X)	InfoInScheduleOPartXIIInd
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	Yes (true)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

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

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

Schedule A IRS990ScheduleA

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

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$3,917,157	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$14,830,246	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$3,099,141	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$2,690,690	CurrentTaxYearMinus1YearAmt
Current Tax Year	$2,489,009	CurrentTaxYearAmt
Total	$27,026,243	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	$3,917,157	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$14,830,246	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$3,099,141	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$2,690,690	CurrentTaxYearMinus1YearAmt
Current Tax Year	$2,489,009	CurrentTaxYearAmt
Total	$27,026,243	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$11,239,253	SubstantialContributorsTotAmt
Public Support Total170	$15,786,990	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$1,307,285	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,410,538	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,891,371	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	-$719,485	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,805,813	CurrentTaxYearAmt
Total	$5,695,522	TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$60,916	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$56,067	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$56,498	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$109,065	CurrentTaxYearMinus1YearAmt
Current Tax Year	$103,015	CurrentTaxYearAmt
Total	$385,561	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$31,792	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$39,543	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$36,404	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$231,656	CurrentTaxYearMinus1YearAmt
Current Tax Year	$20,725	CurrentTaxYearAmt
Total	$360,120	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$33,467,446	TotalSupportAmt
Public Support CY170	0.47171	PublicSupportCY170Pct
Public Support PY170	0.48980	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	$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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$59,090,050	BeginningYearBalanceAmt
Contributions	$207,265	ContributionsAmt
Investment Earnings Or Losses	-$546,272	InvestmentEarningsOrLossesAmt
Other Expenditures	$188,616	OtherExpendituresAmt
Administrative Expenses	$1,354,274	AdministrativeExpensesAmt
End Year Balance	$57,208,153	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$52,658,520	BeginningYearBalanceAmt
Contributions	$318,780	ContributionsAmt
Investment Earnings Or Losses	$7,382,077	InvestmentEarningsOrLossesAmt
Other Expenditures	$209,006	OtherExpendituresAmt
Administrative Expenses	$1,060,321	AdministrativeExpensesAmt
End Year Balance	$59,090,050	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.63000	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.12000	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.25000	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	$115,984	DepreciationAmt
Book Value	$106,246	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	$426,354	TotalBookValueLandBuildingsAmt
Federal Income Tax Liability	$0	FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDesc	AmtAmt
ANNUITY OBLIGATIONS	$183,097
FAIR VALUE EQUITY HEDGE FUND	$110,700
DUE TO AFFILIATE - PHS	$78,318

Field	Value	IRS element (for citing)
Total Liability	$372,115	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$7,663,927	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	-$2,266,497	NetUnrealizedGainsInvstAmt
Revenue Not Reported	-$2,266,497	RevenueNotReportedAmt
Revenue Subtotal	$9,930,424	RevenueSubtotalAmt
Investment Expenses Not Incld	$294,088	InvestmentExpensesNotIncldAmt
Other Revenues Not Included	-$621,423	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	-$327,335	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$9,603,089	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$6,016,642	TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included	$652,528	OtherExpensesIncludedAmt
Expenses Not Reported	$652,528	ExpensesNotReportedAmt
Expenses Subtotal	$5,364,114	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$294,088	InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt	$294,088	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$5,658,202	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, 2014 AND 2013, THE FOUNDATION DETERMINED THAT NO PROVISION IS REQUIRED FOR UNCERTAIN TAX POSITIONS.
SCHEDULE D, PART XI, LINE 4B	PAYMENTS MADE ON ANNUITY OBLIGATIONS 31,058 DEPRECIATION EXPENSE (OFFSET AGAINST RENTAL INCOME) (15,371) FUNDRAISING EXPENSES (OFFSET FUNDRAISING) (279,341) IN KIND REVENUE (TANGIBLE) FUNDRAISING (207,590) IN KIND REVENUE (SERVICE) (150,227) ALL OTHER ADJUSTMENTS 48 TOTAL OTHER ADJUSTMENTS TO AFS REVENUE ============= (621,423)
SCHEDULE D, PART XII, LINE 2D	DEPRECIATION EXPENSE (OFFSET AGAINST RENTAL INCOME) 15,371 FUNDRAISING EXPENSES (OFFSET FUNDRAISING REV) 207,590 IN KIND EXPENSES (SERVICE) 150,227 IN KIND EXPENSES (FUNDRAISING) 279,341 ROUNDING (1) TOTAL OTHER ADJUSTMENTS TO AFS EXPENSE ========= 652,528

Schedule G IRS990ScheduleG

Fundraiser Activity Info FundraiserActivityInfoGrp

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

Field	Value	IRS element (for citing)
Licensed States	NM	LicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	LAUGHTER BEST	Event1Nm
Gross Receipts Event1	$581,143	GrossReceiptsEvent1Amt
Charitable Contri Event1	$327,973	CharitableContriEvent1Amt
Gross Revenue Event1	$253,170	GrossRevenueEvent1Amt
Rent Facility Costs Event1	$45,441	RentFacilityCostsEvent1Amt
Food And Beverage Event1	$102,972	FoodAndBeverageEvent1Amt
Entertainment Event1	$49,595	EntertainmentEvent1Amt
Other Direct Expenses Event1	$30,127	OtherDirectExpensesEvent1Amt
Event2	DAFFODIL DAYS	Event2Nm
Gross Receipts Event2	$175,179	GrossReceiptsEvent2Amt
Charitable Contri Event2	$101,938	CharitableContriEvent2Amt
Gross Revenue Event2	$73,241	GrossRevenueEvent2Amt
Other Direct Expenses Event2	$34,371	OtherDirectExpensesEvent2Amt
Other Events Total	1	OtherEventsTotalCnt
Gross Receipts Other Events	$38,055	GrossReceiptsOtherEventsAmt
Charitable Contri Other Events	$15,380	CharitableContriOtherEventsAmt
Gross Revenue Other Events	$22,675	GrossRevenueOtherEventsAmt
Oth Direct Expnss Other Events	$11,480	OthDirectExpnssOtherEventsAmt
Gross Receipts Total	$794,377	GrossReceiptsTotalAmt
Charitable Contributions Tot	$445,291	CharitableContributionsTotAmt
Gross Revenue Total Events	$349,086	GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events	$45,441	RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events	$102,972	FoodAndBeverageTotalEventsAmt
Entertainment Total Events	$49,595	EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events	$75,978	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$273,986	DirectExpenseSummaryEventsAmt
Net Income Summary	$75,100	NetIncomeSummaryAmt

Gaming Information GamingInformationGrp

Field	Value	IRS element (for citing)
Gross Revenue Other Gaming	$33,270	GrossRevenueOtherGamingAmt
Non Cash Prizes Other Gaming	$4,395	NonCashPrizesOtherGamingAmt
Oth Direct Expnss Other Gaming	$960	OthDirectExpnssOtherGamingAmt
Gross Revenue Total Gaming	$33,270	GrossRevenueTotalGamingAmt
Non Cash Prizes Total Gaming	$4,395	NonCashPrizesTotalGamingAmt
Oth Direct Expnss Total Gaming	$960	OthDirectExpnssTotalGamingAmt
Direct Expense Summary Gaming	$5,355	DirectExpenseSummaryGamingAmt
Net Gaming Income Summary	$27,915	NetGamingIncomeSummaryAmt

Field	Value	IRS element (for citing)
States Where Gaming Conducted	NM	StatesWhereGamingConductedCd
Licensed	false	LicensedInd
Explanation If No	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.	ExplanationIfNoTxt
Gaming With Nonmembers	Yes (true)	GamingWithNonmembersInd
Member Of Other Entity	false	MemberOfOtherEntityInd
Gaming Own Facility	0.00000	GamingOwnFacilityPct
Gaming Other Facility	1.00000	GamingOtherFacilityPct
Individual With Books	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	$2,011	GamingManagerCompensationAmt
Gaming Manager Services Prov	Procuring prizes, planning event, selling tickets.	GamingManagerServicesProvTxt
Gaming Manager Is Employee	Yes (X)	GamingManagerIsEmployeeInd
Charitable Distribution Rqr	false	CharitableDistributionRqrInd

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (47 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-RRMC
2400 Unser Blvd se	rio rancho	NM	87124	850105601	501(c)(3)	$1,892,000	Rio Rancho Hospital Fund
Presbyterian Healthcare Services
PO BOX 26666	ALBUQUERQUE	NM	87125	850105601	501(c)(3)	$142,039	Nursing Education
Presbyterian Healthcare Services-KH
8300 CONSTITUTION	ALBUQUERQUE	NM	87110	850105601	501(c)(3)	$135,756	Kaseman Hospice FFE
Presbyterian Healthcare Services
PO BOX 26666	ALBUQUERQUE	NM	87125	850105601	501(c)(3)	$134,475	Diabetes Education
Presbyterian Healthcare Services
PO BOX 26666	ALBUQUERQUE	NM	87125	850105601	501(c)(3)	$94,989	Pathology Lab Equipment
Presbyterian Healthcare Services
PO BOX 26666	ALBUQUERQUE	NM	87125	850105601	501(c)(3)	$84,353	Patient Assistance
Presbyterian Healthcare Services
PO BOX 26666	ALBUQUERQUE	NM	87125	850105601	501(c)(3)	$80,706	Cancer Program
Presbyterian Healthcare Services
PO BOX 26666	ALBUQUERQUE	NM	87125	850105601	501(c)(3)	$78,951	Employee Care Fund
Presbyterian Healthcare Services-SHG
1202 HIGHWAY 60 WEST	SOCORRO	NM	87801	850105601	501(c)(3)	$73,258	Socorro General Hospital Programs
Presbyterian Healthcare Services-KH
8300 CONSTITUTION	ALBUQUERQUE	NM	87110	850105601	501(c)(3)	$53,473	Homecare Hospice Patient Care Fund
Presbyterian Healthcare Services
PO BOX 26666	ALBUQUERQUE	NM	87125	850105601	501(c)(3)	$52,496	Senior Transportation
Presbyterian Healthcare Services
PO BOX 26666	ALBUQUERQUE	NM	87125	850105601	501(c)(3)	$42,967	Childrens Medical Center
Presbyterian Healthcare Services
PO BOX 26666	ALBUQUERQUE	NM	87125	850105601	501(c)(3)	$37,044	Physicians Dinner
PRESBYTERIAN HEALTHCARE SERVICES-DR TRIGG
301 E MIEL DE LUNA	TUCUMCARI	NM	88401	850105601	501(c)(3)	$33,457	Dan C Trigg Hospital Programs
Presbyterian Healthcare Services
PO BOX 26666	ALBUQUERQUE	NM	87125	850105601	501(c)(3)	$33,087	Intensive Case Management Program PICS
Presbyterian Healthcare Services
PO BOX 26666	ALBUQUERQUE	NM	87125	850105601	501(c)(3)	$31,250	AAS-EMS Self Defense
Presbyterian Healthcare Services
PO BOX 26666	ALBUQUERQUE	NM	87125	850105601	501(c)(3)	$26,599	Tele-ICU Program
Presbyterian Healthcare Services-EH
1010 Spruce St	Espanola	NM	87532	850105601	501(c)(3)	$26,210	Pride Day
Presbyterian Healthcare Services-KH
8300 CONSTITUTION	ALBUQUERQUE	NM	87110	850105601	501(c)(3)	$25,000	PKH Skilled Nursing Garden
Presbyterian Healthcare Services
PO BOX 26666	ALBUQUERQUE	NM	87125	850105601	501(c)(3)	$24,987	Patient Room Sound System
Presbyterian Healthcare Services
PO BOX 26666	ALBUQUERQUE	NM	87125	850105601	501(c)(3)	$21,676	Womens Program
Presbyterian Healthcare Services
PO BOX 26666	ALBUQUERQUE	NM	87125	850105601	501(c)(3)	$16,101	HR Summer Intern Program
Presbyterian Healthcare Services
PO BOX 26666	ALBUQUERQUE	NM	87125	850105601	501(c)(3)	$14,200	PICC Ultrasound Equipment
Presbyterian Healthcare Services
PO BOX 26666	ALBUQUERQUE	NM	87125	850105601	501(c)(3)	$11,984	Radiology Education
Presbyterian Healthcare Services
PO BOX 26666	ALBUQUERQUE	NM	87125	850105601	501(c)(3)	$11,620	ER Equipment
Presbyterian Healthcare Services
PO BOX 26666	ALBUQUERQUE	NM	87125	850105601	501(c)(3)	$11,200	Community Health
Presbyterian Healthcare Services-KH
8300 CONSTITUTION	ALBUQUERQUE	NM	87110	850105601	501(c)(3)	$11,117	Behavioral Health-Air Hockey Table
Presbyterian Healthcare Services
PO BOX 26666	ALBUQUERQUE	NM	87125	850105601	501(c)(3)	$10,000	Bed Hill Rom Versa
Presbyterian Healthcare Services
PO BOX 26666	ALBUQUERQUE	NM	87125	850105601	501(c)(3)	$9,683	My Chronic Disease
Presbyterian Healthcare Services
PO BOX 26666	ALBUQUERQUE	NM	87125	850105601	501(c)(3)	$9,639	Pulmonary Education
Presbyterian Healthcare Services
PO BOX 26666	ALBUQUERQUE	NM	87125	850105601	501(c)(3)	$8,914	Donor Wall
Presbyterian Healthcare Services
PO BOX 26666	ALBUQUERQUE	NM	87125	850105601	501(c)(3)	$8,767	Pediatrics Program
Presbyterian Healthcare Services
PO BOX 26666	ALBUQUERQUE	NM	87125	850105601	501(c)(3)	$8,543	Infusion Center Program
Presbyterian Healthcare Services
PO BOX 26666	ALBUQUERQUE	NM	87125	850105601	501(c)(3)	$7,576	Reach out n Read Program
Presbyterian Healthcare Services
PO BOX 26666	ALBUQUERQUE	NM	87125	850105601	501(c)(3)	$7,419	Portable ENT Scope
Presbyterian Healthcare Services-EH
1010 Spruce St	Espanola	NM	87532	850105601	501(c)(3)	$7,173	Espanola Hospital Programs
Presbyterian Healthcare Services
PO BOX 26666	ALBUQUERQUE	NM	87125	850105601	501(c)(3)	$7,093	Healthplex Program
Presbyterian Healthcare Services
PO BOX 26666	ALBUQUERQUE	NM	87125	850105601	501(c)(3)	$6,641	NICU Equipment Fund
Presbyterian Healthcare Services
PO BOX 26666	ALBUQUERQUE	NM	87125	850105601	501(c)(3)	$6,360	Healthplex Education
Presbyterian Healthcare Services
PO BOX 26666	ALBUQUERQUE	NM	87125	850105601	501(c)(3)	$6,359	Michaels Fund
Presbyterian Healthcare Services
PO BOX 26666	ALBUQUERQUE	NM	87125	850105601	501(c)(3)	$6,157	Renal Transplant Services
Presbyterian Healthcare Services
PO BOX 26666	ALBUQUERQUE	NM	87125	850105601	501(c)(3)	$5,355	Sleep Center Education
Presbyterian Healthcare Services
PO BOX 26666	ALBUQUERQUE	NM	87125	850105601	501(c)(3)	$5,258	Radiation Treatment Ctr Refurb
Presbyterian Healthcare Services
PO BOX 26666	ALBUQUERQUE	NM	87125	850105601	501(c)(3)	$5,133	Teresa Harper MD Honorary Gift
Presbyterian Healthcare Services
PO BOX 26666	ALBUQUERQUE	NM	87125	850105601	501(c)(3)	$112,307	OTHER PROGRAM SUPPORT
Presbyterian Healthcare Services
PO BOX 26666	ALBUQUERQUE	NM	87125	850105601	501(c)(3)		OTHER PROGRAM SUPPORT	$9,325	FMV	TOYS, SHIRTS, PRINTS
Presbyterian Healthcare Services-KH
8300 CONSTITUTION	ALBUQUERQUE	NM	87110	850105601	501(c)(3)	$4,582	OTHER PROGRAM SUPPORT	$442	FMV	LUNCH

Field	Value	IRS element (for citing)
Total501c3 Org	1	Total501c3OrgCnt

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 (10 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
PAUL BRIGGS
DIRECTOR	$0	$339,974	$0	$0	$0	$8,722	$0	$336,237	$0	$15,322	$0	$700,255	$0	$186
JENNIFER CULVER MD
DIRECTOR	$0	$219,834	$0	$0	$0	$2,183	$0	$102,269	$0	$17,362	$0	$341,648	$0	$0
KATHLEEN DAVIS RN
DIRECTOR	$0	$372,666	$0	$0	$0	$4,527	$0	$164,411	$0	$23,352	$0	$564,956	$0	$589
DANIEL FRIEDMAN MD
DIRECTOR	$0	$553,324	$0	$221,939	$0	$3,434	$0	$154,474	$0	$17,118	$0	$950,289	$0	$0
LAURA MITCHELL MD
DIRECTOR	$0	$126,993	$0	$0	$0	$1,267	$0	$43,017	$0	$583	$0	$171,860	$0	$0
CHRIS SPENCER
DIRECTOR	$0	$204,441	$0	$0	$0	$5,780	$0	$5,534	$0	$24,678	$0	$240,433	$0	$0
JAMES HINTON
PRESIDENT & EX-OFFICIO DIR	$0	$471,462	$0	$0	$0	$541,524	$0	$817,949	$0	$9,436	$0	$1,840,371	$0	$503,963
GIUSEPPE RIZZA
VP & EXECUTIVE DIRECTOR	$0	$222,209	$0	$0	$0	$20,925	$0	$9,661	$0	$26,441	$0	$279,236	$0	$0
RUTH JONES
TREASURER	$0	$91,264	$0	$0	$0	$2,081	$0	$115,019	$0	$10,948	$0	$219,312	$0	$0
JOSE MARTINEZ MD
FORMER DIRECTOR	$0	$340,870	$0	$0	$0	$5,651	$0	$309,868	$0	$15,837	$0	$672,226	$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 (1) RECEIVED A CURRENT TAXABLE PAYOUT FROM A NON-QUALIFIED DEFERRED COMPENSATION PLAN FROM COMPENSATION EARNED AND REPORTED AS DEFERRED COMPENSATION IN PRIOR YEARS IN THE AMOUNT OF $503,963 FROM A RELATED ORGANIZATION, AND (2) WAS A CURRENT YEAR PARTICIPANT IN A NON-QUALIFIED SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) OF A RELATED ORGANIZATION. THE 2014 ESTIMATED INCREASE IN ACTUARIAL VALUE OF THE SERP FOR MR. HINTON WAS $548,154, WHICH IS INCLUDED IN THE REPORTED DEFERRED COMPENSATION AMOUNT FROM A RELATED ORGANIZATION. PAUL BRIGGS (1) RECEIVED A CURRENT TAXABLE PAYOUT FROM A NON-QUALIFIED DEFERRED COMPENSATION PLAN FROM COMPENSATION EARNED AND REPORTED AS DEFERRED COMPENSATION IN PRIOR YEARS IN THE AMOUNT OF $186 FROM A RELATED ORGANIZATION, AND (2) WAS A CURRENT YEAR PARTICIPANT IN A NON-QUALIFIED SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) OF A RELATED ORGANIZATION. THE 2014 ESTIMATED INCREASE IN ACTUARIAL VALUE OF THE SERP FOR MR. BRIGGS WAS $244,001, WHICH IS INCLUDED IN THE REPORTED DEFERRED COMPENSATION AMOUNT FROM A RELATED ORGANIZATION. KATHLEEN DAVIS RECEIVED A CURRENT TAXABLE PAYOUT FROM A NON-QUALIFIED DEFERRED COMPENSATION PLAN FROM COMPENSATION EARNED AND REPORTED AS DEFERRED COMPENSATION IN PRIOR YEARS IN THE AMOUNT OF $589 FROM A RELATED ORGANIZATION.
SCHEDULE J, PART II	JOSE MARTINEZ, MD, WAS COMPENSATED AS A CURRENT EMPLOYEE OF A RELATED ORGANIZATION IN 2014. IN ONE OR MORE OF THE FIVE PRIOR YEARS, HE WAS A DIRECTOR OF THE REPORTING ORGANIZATION AND WAS REPORTED AS SUCH. IN 2014, HE WAS NOT A DIRECTOR, BUT HIS COMPENSATION EXCEEDED THE MINIMUM REQUIREMENT FOR REPORTING AS A FORMER DIRECTOR, AND SO HE IS INCLUDED ON FORM 990, PART VII, AND ON SCHEDULE J AS ALSO REQUIRED. KATHLEEN DAVIS IS A PARTICIPANT IN A RETENTION AGREEEMENT WITH PRESBYTERIAN HEALTHCARE SERVICES. IN 2014, $40,221 WAS DEFERRED UNDER THIS AGREEMENT FOR MS. DAVIS. THIS AMOUNT IS INCLUDED IN THE REPORTED DEFERRED COMPENSATION AMOUNT FROM A RELATED ORGANIZATION.

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	60	ContributionCnt
Noncash Contributions Rpt F990	$64,756	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FMV	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Art Historical Treasures		ArtHistoricalTreasuresGrp
Art Fractional Interest		ArtFractionalInterestGrp
Books And Publications		BooksAndPublicationsGrp

Clothing And Household Goods ClothingAndHouseholdGoodsGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Noncash Contributions Rpt F990	$16,066	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FMV	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	20	ContributionCnt
Noncash Contributions Rpt F990	$16,837	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FMV	MethodOfDeterminingRevenuesTxt

Food Inventory FoodInventoryGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	11	ContributionCnt
Noncash Contributions Rpt F990	$12,732	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FMV	MethodOfDeterminingRevenuesTxt

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

Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)

Non Cash CheckboxNonCashCheckboxInd	DescDesc	ContributionContributionCnt	Noncash Contributions Rpt F990NoncashContributionsRptF990Amt	Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)	Gift Certificates	104	$55,836	FMV
Yes (X)	Electronics	8	$40,291	FMV
Yes (X)	FURNITURE	9	$11,524	FMV

Field	Value	IRS element (for citing)
Form8283 Received	1	Form8283ReceivedCnt
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 2014 INCLUDED: DAFFODIL DAYS - SALE OF DAFFODILS TO BENEFIT THE PHS HOSPICE PROGRAM; AND LAUGHTER IS THE BEST MEDICINE - BENEFITTING THE CHILD AND ADOLESCENT BEHAVIORAL HEALTH PROGRAM AT 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 2014, THE FOUNDATION RAISED OVER $3.2 MILLION AND PROVIDED OVER $3.4 MILLION IN FUNDING TO PHS PROGRAMS. INCLUDED IN THESE AMOUNTS ARE IN-KIND CONTRIBUTIONS AND SPECIAL EVENT INCOME. IN ADDITION, OPERATIONS HAVE BEEN SELF-FUNDED OVER THE LAST 14 YEARS. NET ASSETS FOR THE FOUNDATION INCREASED BY $1.6 MILLION AND EQUALED APPROXIMATELY $83.8M AS OF DECEMBER 31, 2014. GOVERNANCE AND ORGANIZATION: THE FOUNDATION IS GOVERNED BY A 39 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 SIX 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 2014 DAFFODIL DAYS RAISED OVER $202,000. - 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 2014 OVER $38,000 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 2014 EVENT RAISED OVER $771,000 WITH PROCEEDS BENEFITING THE CHILD AND ADOLESCENT BEHAVIORAL HEALTH PROGRAM AT PRESBYTERIAN. - CORNERSTONE CAMPAIGN: THE 2014 COMMUNITY CORNERSTONE CAMPAIGN RAISED OVER $440,000 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 2014 PRESGIVING CAMPAIGN RAISED OVER $513,000 FOR VARIOUS CAUSES THROUGHOUT THE PRESBYTERIAN HEALTHCARE SYSTEM. - PRESBYTERIAN RIO RANCHO CAPITAL CAMPAIGN: THE FOUNDATION LAUNCHED A MAJOR CAPITAL CAMPAIGN IN 2010 TO HELP FUND THE NEW RUST MEDICAL CENTER IN RIO RANCHO, NEW MEXICO. THIS PROGRAM 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. 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 2014: - NURSING AND CLINICAL EDUCATION: NURSING EDUCATION HAS HISTORICALLY BEEN THE SINGLE-LARGEST BENEFICIARY OF PRESBYTERIAN HEALTHCARE FOUNDATION ALLOCATIONS. IN 2014, 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. SENIORS WITH PRIVATE INSURANCE WITH A TRANSPORTATION BENEFIT OR MEDICAID PATIENTS ARE NOT ELIGIBLE. - 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): $ 78,652 DIABETES EDUCATION 134,475 PATHOLOGY LAB EQUIPMENT 94,989 PATIENT ASSISTANCE 84,353 CANCER PROGRAM 80,706 EMPLOYEE CARE FUND 78,951 SOCORRO GENERAL HOSPITAL PROGRAMS 73,258 HOMECARE HOSPICE PATIENT CARE FUND 53,473 SENIOR TRANSPORTATION 52,496 CHILDREN'S MEDICAL CENTER 42,967 PHYSICIANS' DINNER 37,044 DAN C. TRIGG HOSPITAL PROGRAMS 33,457 INTENSIVE CASE MANAGEMENT PROGRAM - PICS 33,087 AAS-EMS SELF DEFENSE 31,250 TELE-ICU PROGRAM 26,599 PRIDE DAY 26,210 PKH SKILLED NURSING GARDEN 25,000 PATIENT ROOM SOUND SYSTEM 24,987 WOMENS' PROGRAM 21,676 HR SUMMER INTERN PROGRAM 16,101 PICC ULTRASOUND EQUIPMENT 14,200 RADIOLOGY EQUIPMENT 11,984 ER EQUIPMENT 11,620 COMMUNITY HEALTH 11,200 BEHAVIORAL HEALTH - AIR HOCKEY TABLE 11,117 BED HILL ROM VERSA 10,000 MY CHRONIC DISEASE 9,683 PULMONARY EDUCATION 9,639 DONOR WALL 8,914 PEDICATRICS PROGRAM 8,767 INFUSION CENTER PROGRAM 8,543 REACH OUT N READ PROGRAM 7,576 PORTABLE ENT SCOPE 7,419 ESPANOLA HOSPITAL PROGRAMS 7,173 HEALTHPLEX PROGRAMS 7,093 NICU EQUIPMENT FUND 6,641 HEALTHPLEX EDUCATION 6,360 MICHAEL'S FUND 6,359 RENAL TRANSPLANT SERVICES 6,157 SLEEP CENTER EDUCATION 5,355 RADIATION TREATMENT CTR REFURB 5,258 TERESA HARPER MD HONORARY GIFT 5,133 NANCY FLOYD HAWORTH BREAST PROSTHESIS GRANT 5,000 IN DEMAND INTERPRETER SYSTEM 4,400 PDS CLINICAL LEADER INSTITUTE 4,055 NICU MAYORS CHARITY BALL 3,558 NANCY FLOYD HAWORTH THRIVE GRANT 2,883 PHARMACIST'S LETTER 2,750 CHILD LIFE MATERNAL SPECIAL CARE 2,605 BEHAVIORAL HEATLH 2,450 NEUROLOGY EDUCATION 2,231 CHILD LIFE MOBILE PLAYROOM EQUIPMENT 2,191 PKH DONOR WALL 2,132 ANESTHESIA EDUCATION 2,091 GI EDUCATION 2,000 PATIENT CHARTS / CLIPBOARDS 1,981 NUCLEAR MEDICINE-ION CHAMBER SURVEY METER 1,942 MEDIA PLAYER MODULATORS 1,898 CENTRAL LINE STUDY EDUCATION 1,892 FAMILY BIRTHING CENTER HUGS 1,847 CHAPLAINS PROGRAM 782 SUBTOTAL "OTHER PROGRAM SERVICE EXPENSES" (OTHER THAN 3 LARGEST PROGRAM SERVICES FOR 2014): $ 1,284,610
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 PHS FINANCE VP, AND THE FOUNDATION'S VP & EXECUTIVE DIRECTOR 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 XI, LINE 19 CHANGE IN NPV ANNUITIES (31,058) OTHER CHANGES IN NET ASSETS (47) --------- (35,128)
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)	9	PHS	Yes (true)
SOUTHWEST HEALTH FOUNDATION
PO BOX 26666	ALBUQUERQUE	NM	87125	850289728	PHS SUPPORT	NM	501(c)(3)	11, 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 SUPPort	PrimaryActivitiesTxt
Legal Domicile State	NM	LegalDomicileStateCd
Entity Type	Trust	EntityTypeTxt
Controlled Organization	Yes (true)	ControlledOrganizationInd

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	false	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	Yes (true)	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	Yes (true)	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	false	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	false	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	false	DivRelatedOrganizationInd
Asset Sale To Other Org	false	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	false	AssetPurchaseFromOtherOrgInd
Asset Exchange	false	AssetExchangeInd
Rental Of Facilities To Oth Org	false	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	false	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	false	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	Yes (true)	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	Yes (true)	SharingOfFacilitiesInd
Paid Employees Sharing	Yes (true)	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	Yes (true)	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	false	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	Yes (true)	TransferToOtherOrgInd
Transfer From Other Org	false	TransferFromOtherOrgInd