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← ANCHORUM HEALTHCARE PARTNERSHIPS

Form 990 for tax year 2024

Filed by ANCHORUM HEALTHCARE PARTNERSHIPS.

Totals

Total revenue
$24,307,485
Total expenses
$7,204,627
Contributions and grants received
$0
Grants paid
$1,300,000
Program service revenue
$19,037,732
Investment income
$5,258,182
Other revenue
$11,571
Total assets, end of year
$371,017,579
Total liabilities, end of year
$366,876,080
Net assets or fund balances, end of year
$4,141,499
Program services expenses (Part IX)
$5,914,036
Management and general expenses
$1,290,591
Fundraising expenses
$0
Program service expenses (Part III)
$5,914,036

Program services were 82.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: MEMBERSHIP REORGANIZAT

    total $11,818,295 · related or exempt $11,818,295

  • 2b · Program service revenue: COMMON AREA MAINTENANC

    total $1,988,967 · related or exempt $1,988,967

  • 2c · Program service revenue: RODEO PARK

    total $1,882,104 · related or exempt $1,882,104

  • 2d · Program service revenue: PHYSICIANS PLAZA MEDIC

    total $1,514,040 · related or exempt $1,514,040

  • 2e · Program service revenue: PLAZA ENTRADA

    total $1,309,322 · related or exempt $1,309,322

  • 2f · All other program service revenue

    total $525,004 · related or exempt $525,004

  • 3 · Investment income

    total $1,243,659 · related or exempt $1,268,538 · unrelated business -$24,879

  • 7a · Gross sales of assets other than inventory

    securities $7,642,041 · other assets $3,400,000

  • 7b · Less cost or other basis and sales expenses

    securities $4,547,591 · other assets $2,479,927

  • 7c · Gain or loss

    securities $3,094,450 · other assets $920,073

  • 7d · Net gain or loss

    total $4,014,523 · related or exempt $4,014,523

  • 11d · All other revenue

    total $11,571 · excluded $11,571

  • 11e · Other revenue, total

    $11,571

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,300,000 · program services $1,300,000

  • 5 · Compensation of officers, directors and key employees

    total $519,136 · program services $235,647 · management and general $283,489

  • 7 · Other salaries and wages

    total $48,085 · program services $11,200 · management and general $36,885

  • 8 · Pension plan contributions

    total $6,426 · program services $6,276 · management and general $150

  • 9 · Other employee benefits

    total $14,725 · program services $14,725

  • 10 · Payroll taxes

    total $34,457 · program services $20,674 · management and general $13,783

  • 11a · Fees: management

    total $149,652 · program services $149,652

  • 11b · Fees: legal

    total $14,774 · management and general $14,774

  • 11c · Fees: accounting

    total $19,464 · management and general $19,464

  • 11f · Fees: investment management

    total $219,628 · management and general $219,628

  • 12 · Advertising and promotion

    total $481 · management and general $481

  • 13 · Office expenses

    total $6,093 · management and general $6,093

  • 14 · Information technology

    total $22,417 · management and general $22,417

  • 16 · Occupancy

    total $1,933,264 · program services $1,926,907 · management and general $6,357

  • 17 · Travel

    total $4,129 · management and general $4,129

  • 20 · Interest

    total $693,913 · program services $693,913

  • 22 · Depreciation, depletion and amortization

    total $1,564,824 · program services $1,535,126 · management and general $29,698

  • 24a · Other expenses: DUE DILIGENCE FOR INITI

    total $631,369 · management and general $631,369

  • 24b · Other expenses: ERD EXPENSES

    total $19,916 · program services $19,916

  • 24c · Other expenses: DUES AND SUBSCRIPTIONS

    total $1,858 · management and general $1,858

  • 24e · All other expenses

    total $16 · management and general $16

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $3,816,168 · end of year $3,218,196

  • 2 · Savings and temporary cash investments

    beginning of year $846,710 · end of year $861,897

  • 4 · Accounts receivable

    beginning of year $1,056,922 · end of year $334,809

  • 7 · Other notes and loans receivable

    beginning of year $328,565,154 · end of year $298,434,383

  • 9 · Prepaid expenses and deferred charges

    beginning of year $11,705 · end of year $187,621

  • 10a · Land, buildings and equipment: cost or other basis

    $54,391,831

  • 10b · Land, buildings and equipment: accumulated depreciation

    $14,520,035

  • 10c · Land, buildings and equipment, net

    beginning of year $36,003,183 · end of year $39,871,796

  • 11 · Investments: publicly traded securities

    beginning of year $25,541,686 · end of year $19,918,145

  • 12 · Investments: other securities

    beginning of year $29,465,957 · end of year $7,982,917

  • 14 · Intangible assets

    beginning of year $2,663 · end of year $2,024

  • 15 · Other assets

    beginning of year $872,159 · end of year $205,791

  • 17 · Accounts payable and accrued expenses

    beginning of year $677,906 · end of year $379,649

  • 18 · Grants payable

    beginning of year $403,163,306 · end of year $335,175,617

  • 19 · Deferred revenue

    beginning of year $2,558,014 · end of year $1,340,623

  • 23 · Secured mortgages and notes payable

    beginning of year $16,248,181 · end of year $17,480,191

  • 25 · Other liabilities

    beginning of year $12,556,426 · end of year $12,500,000

  • 27 · Net assets without donor restrictions

    beginning of year -$9,021,526 · end of year $4,141,499

Mission and programs · 2024

Mission

ANCHORUM ST. VINCENT, A SUPPORTING ORGANIZATION TO ANCHORUM HEALTH FOUNDATION, EXISTS TO PROVIDE FINANCIAL AND STRATEGIC SUPPORT TO ENSURE RESIDENTS OF NORTHERN NEW MEXICO HAVE ACCESS TO QUALITY HEALTH CARE AND WELLNESS SERVICES. ANCHORUM ST. VINCENT INVESTS IN OTHER LOCAL NONPROFIT PROGRAMS THAT BENEFIT THE HEALTH AND WELLNESS OF OUR COMMUNITY.

  • ANCHORUM ST. VINCENT OWNS AND MANAGES THREE MEDICAL OFFICE BUILDINGS AND TWO PROGRAM RELATED OFFICE BUILDINGS FOR THE BENEFIT OF CHRISTUS ST. VINCENT REGIONAL MEDICAL CENTER, A NONPROFIT COMMUNITY HOSPITAL. CHRISTUS ST. VINCENT SERVES THE COMMUNITY OF SANTA FE AS WELL AS MUCH OF NORTHERN NEW MEXICO. PHYSICIANS PLAZA HAS SEVERAL KEY CLINICAL SPECIALTIES AND LAB SERVICES AND IS LOCATED ON THE CAMPUS OF CHRISTUS ST VINCENT. PLAZA ENTRADA HOUSES THE PREMIER CANCER TREATMENT CENTER FOR NORTHERN NEW MEXICO AND AN X-RAY LAB LOCATED OFF CAMPUS FROM THE HOSPITAL. RODEO PARK HOUSES ORTHOPAEDIC, PHYSICAL THERAPY, AND SPORTS MEDICINE CLINICS. ANCHORUM ST. VINCENT SOLD THE TWO PROGRAM RELATED OFFICE BUILDINGS TO CHRISTUS ST. VINCENT REGIONAL MEDICAL CENTER ON MAY 30, 2025.

    Expenses $4,262,866 · Revenue $8,139,511

  • ANCHORUM ST. VINCENT IS A SUPPORTING ORGANIZATION TO ANCHORUM HEALTH FOUNDATION. ANCHORUM HEALTH FOUNDATION IS DEDICATED TO IMPROVING THE CONDITIONS THAT HAVE THE GREATEST INFLUENCE ON THE HEALTH OF COMMUNITIES AND PEOPLE IN THE NORTHERN NEW MEXICO REGION. ANCHORUM ST. VINCENT PROVIDED $1,300,000 IN CASH SUPPORT TO ANCHORUM HEALTH FOUNDATION DURING THE FISCAL YEAR.

    Expenses $1,300,000 · Grants $1,300,000 · Revenue $11,818,295

  • ORGANIZATIONAL AND OPERATIONAL SUPPORT SERVICES, INCLUDING ADMINISTRATIVE FUNCTIONS, INVESTMENT MANAGEMENT, AND GOVERNANCE AND COMPLIANCE ACTIVITIES THAT SUPPORT THE FOUNDATION'S WORK.

    Expenses $351,170 · Revenue $4,362,987

  • ANCHORUM ST. VINCENT PROVIDES DIRECT GRANTS TO ORGANIZATIONS IN SANTA FE AND NORTHERN NEW MEXICO IN FOUR MAJOR AREAS: EDUCATIONAL ATTAINMENT, ADULT BEHAVIORAL HEALTH, HOUSING (HOMELESSNESS), AND SENIOR HEALTH AND WELLNESS. ANCHORUM ST. VINCENT'S GRANTING PROCESS FOCUSES ON THESE AREAS OF COMMUNITY HEALTH NEEDS TO SUPPORT VITAL COMMUNITY HEALTH RESOURCES AND PROVIDE ONGOING COMMUNITY SUPPORT.

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Daya Singh Khalsa

    CHAIR

    Total calculated
    $0
    Hours/week
    5

  • Mark Puczynski MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Sayuri Yamada

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5 + 5 related

  • Wendy Trevisani

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5 + 5 related

  • Jerry Jones

    PRESIDENT AND CEO

    Total calculated
    $657,586
    From this org
    $0
    From related orgs
    $581,024
    Other
    $76,562
    Hours/week
    8 + 32 related

    Schedule J breakdown matched by us

    Base
    $0 + $471,024 related
    Bonus
    $0 + $110,000 related
    Other
    $0
    Deferred
    $0 + $37,750 related
    Nontaxable benefits
    $0 + $38,812 related
    Filer's total
    $0 + $657,586 related

  • Jennifer Crysler

    CHIEF FINANCIAL OFFICER

    Total calculated
    $347,088
    From this org
    $0
    From related orgs
    $300,038
    Other
    $47,050
    Hours/week
    8 + 32 related

    Schedule J breakdown matched by us

    Base
    $0 + $225,038 related
    Bonus
    $0 + $75,000 related
    Other
    $0
    Deferred
    $0 + $34,381 related
    Nontaxable benefits
    $0 + $12,669 related
    Filer's total
    $0 + $347,088 related

  • Frantz Melio

    VICE PRESIDENT OF HEALTH STRATEGIES

    Total calculated
    $317,393
    From this org
    $0
    From related orgs
    $269,438
    Other
    $47,955
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $194,438 related
    Bonus
    $0 + $75,000 related
    Other
    $0
    Deferred
    $0 + $10,117 related
    Nontaxable benefits
    $0 + $37,838 related
    Filer's total
    $0 + $317,393 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
ALTHOUGH THE FILING ORGANIZATION DOES NOT ISSUE FORMS W-2, IT DOES REPORT THE REIMBURSED SALARIES AND RELATED PAYROLL EXPENSES ON FORM 990, PART IX, STATEMENT OF FUNCTIONAL EXPENSES. AS SUCH, THE ORGANIZATION IS ANSWERING SCHEDULE J AS THOUGH THE COMPENSATION IS COMING FROM THE ORGANIZATION.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • SUPPORTCO PROPERTIES LLC

    MEDICAL OFFICE BUILDING · NM · income $786,419 · assets $3,156,714

    Directly controlled by ANCHORUM ST VINCENT

  • RODEO PARK MOB LLC

    MEDICAL OFFICE BUILDING · NM · income $1,055,393 · assets $5,221,846

    Directly controlled by ANCHORUM ST VINCENT

  • 1672 HD LLC

    ADMINISTRATIVE OFFICE BUILDING · NM · income $371,121 · assets $0

    Directly controlled by ANCHORUM ST VINCENT

  • 1676 HD LLC

    ADMINISTRATIVE OFFICE BUILDING · NM · income $661,469 · assets $0

    Directly controlled by ANCHORUM ST VINCENT

  • PLAZA ENTRADA HOLDINGS LLC

    MEDICAL OFFICE BUILDING · NM · income $741,110 · assets $3,925,822

    Directly controlled by ANCHORUM ST VINCENT

  • LLI PROPERTIES LLC

    PARTICIPANT IN LLLP - AFFORDABLE HOUSING · NM · income $0 · assets $1,000

    Directly controlled by ANCHORUM ST VINCENT

  • ANCHORUM LLPSPE LLC

    PARTICIPANT IN LLC - AFFORDABLE HOUSING · NM · income $0 · assets $0

    Directly controlled by ANCHORUM ST VINCENT

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • BELLA LUZ APARTMENTS 2022 LLLP

    RELATED · AFFORDABLE HOUSING · NM · 99.99% owned · share of income $34,274 · share of assets $3,716,355

Provenance

Return type
form_990
Tax year
2024
Filed
10 May 2026
IRS schema version
2024v5.5
Source object
202611349349306896

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