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Nonprofiteer
← ANCHORUM HEALTH FOUNDATION

Form 990 for tax year 2023

Filed by ANCHORUM HEALTH FOUNDATION.

Totals

Total revenue
$489,770,458
Total expenses
$29,701,995
Contributions and grants received
$487,623,569
Grants paid
$26,269,371
Program service revenue
$0
Investment income
$2,146,889
Other revenue
$0
Total assets, end of year
$465,372,466
Total liabilities, end of year
$546,053
Net assets or fund balances, end of year
$464,826,413
Program services expenses (Part IX)
$27,768,899
Management and general expenses
$1,933,096
Fundraising expenses
$0
Program service expenses (Part III)
$27,768,899

Program services were 93.5% 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.

  • 1d · Related organizations

    $487,622,569

  • 1f · All other contributions, gifts and grants

    $1,000

  • 1g · Noncash contributions included above

    $33,909,263

  • 3 · Investment income

    total $2,017,957 · excluded $2,017,957

  • 7a · Gross sales of assets other than inventory

    securities $1,544,145

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

    securities $1,415,213

  • 7c · Gain or loss

    securities $128,932

  • 7d · Net gain or loss

    total $128,932 · excluded $128,932

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $26,269,371 · program services $26,269,371

  • 5 · Compensation of officers, directors and key employees

    total $653,984 · program services $400,200 · management and general $253,784

  • 7 · Other salaries and wages

    total $911,156 · program services $528,470 · management and general $382,686

  • 8 · Pension plan contributions

    total $23,257 · program services $13,489 · management and general $9,768

  • 9 · Other employee benefits

    total $60,504 · program services $34,185 · management and general $26,319

  • 10 · Payroll taxes

    total $95,290 · program services $56,221 · management and general $39,069

  • 11b · Fees: legal

    total $210,948 · management and general $210,948

  • 11c · Fees: accounting

    total $10,398 · management and general $10,398

  • 11f · Fees: investment management

    total $77,446 · management and general $77,446

  • 11g · Fees: other

    total $852,466 · program services $332,403 · management and general $520,063

  • 12 · Advertising and promotion

    total $146,369 · program services $57,560 · management and general $88,809

  • 13 · Office expenses

    total $23,830 · management and general $23,830

  • 14 · Information technology

    total $134,962 · management and general $134,962

  • 17 · Travel

    total $32,571 · management and general $32,571

  • 22 · Depreciation, depletion and amortization

    total $9,548 · management and general $9,548

  • 23 · Insurance

    total $41,208 · management and general $41,208

  • 24a · Other expenses: CONVENINGS (COMMUNITY I

    total $77,000 · program services $77,000

  • 24b · Other expenses: DUES AND SUBSCRIPTIONS

    total $11,369 · management and general $11,369

  • 24e · All other expenses

    total $60,318 · management and general $60,318

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $70,985 · end of year $9,636,497

  • 3 · Pledges and grants receivable

    end of year $403,163,306

  • 4 · Accounts receivable

    end of year $275,000

  • 9 · Prepaid expenses and deferred charges

    beginning of year $11,500 · end of year $112,731

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

    $28,644

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

    $14,322

  • 10c · Land, buildings and equipment, net

    beginning of year $23,869 · end of year $14,322

  • 11 · Investments: publicly traded securities

    end of year $44,478,217

  • 12 · Investments: other securities

    end of year $7,635,967

  • 15 · Other assets

    beginning of year $0 · end of year $56,426

  • 17 · Accounts payable and accrued expenses

    beginning of year $22,554 · end of year $546,053

  • 27 · Net assets without donor restrictions

    beginning of year $83,800 · end of year $372,263,450

  • 28 · Net assets with donor restrictions

    end of year $92,562,963

Mission and programs · 2023

Mission

ANCHORUM HEALTH FOUNDATION IS DEDICATED TO IMPROVING THE CONDITIONS THAT HAVE THE GREATEST INFLUENCE ON THE HEALTH OF COMMUNITIES AND PEOPLE IN OUR REGION. WE ARE COMMITTING OUR RESOURCES TO STRENGTHENING COMMUNITY-BASED PARTNERS TACKLING CRITICAL LOCAL ISSUES. BY CHALLENGING THE STATUS QUO, WE AIM TO AFFECT TANGIBLE IMPROVEMENTS IN UNDERPERFORMING SYSTEMS. WE CO-CREATE DATA-DRIVEN REGIONAL STRATEGIES TO ACHIEVE MEANINGFUL RESULTS. WE TAKE THESE ACTIONS TO PROMOTE HEALTH AND WELL-BEING IN ORDER TO FOSTER THRIVING INDIVIDUALS AND COMMUNITIES.

Activities or mission (Part I)

ANCHORUM HEALTH FOUNDATION IS DEDICATED TO IMPROVING THE CONDITIONS THAT HAVE THE GREATEST INFLUENCE ON THE HEALTH OF COMMUNITIES AND PEOPLE IN OUR REGION.

  • ANCHORUM HEALTH FOUNDATION PROVIDES GRANT FUNDING TO COMMUNITY-BASED NONPROFITS ACCROSS THE REGION WORKING TO IMPROVE THE BARRIERS TO HEALTH FOR PEOPLE AND COMMUNITIES.

    Expenses $6,475,231 · Grants $6,269,371

  • ANCHORUM HEALTH FOUNDATION'S CLINICAL SUPPORT FUND WAS ESTABLISHED TO PROVIDE MEANINGFUL, ONGOING DIRECT SUPPORT FOR THE CLINICAL PROGRAMS OF CHRISTUS ST. VINCENT REGIONAL MEDICAL CENTER, WITH AN ADDITIONAL $10,000,000 GIVEN IN THIS TAX YEAR TO SUPPORT THE CONSTRUCTION OF THE NEW CANCER CENTER FACILITY.

    Expenses $20,000,000 · Grants $20,000,000

  • COMMUNITY SUPPORT INITIATIVES INCLUDE TECHNICAL SUPPORT TO AREA NONPROFITS, COMMISSIONING RESEARCH ON COMMUNITY HEALTH ISSUES, CONVENING STAKEHOLDERS AND DECISION MAKERS AROUND HEALTH TOPICS, AND PROVIDING SPONSORSHIPS (GRANTS) TO SUPPORT COMMUNITY EVENTS FOR NONPROFITS ADDRESSING THE SOCIAL IMPEDIMENTS TO HEALTH.

    Expenses $261,103

  • ADMINISTRATIVE FUNCTIONS, INVESTMENT MANAGEMENT, AND OTHER ORGANIZATIONAL SUPPORT.

    Expenses $1,032,565

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • SAYURI YAMADA

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    2 + 5 related

  • WENDY TREVISANI

    BOARD VICE CHAIR

    Total calculated
    $0
    Hours/week
    2 + 5 related

  • JERRY JONES

    PRESIDENT AND CEO

    Total calculated
    $523,086
    From this org
    $130,693
    From related orgs
    $313,704
    Other
    $78,689
    Hours/week
    30 + 10 related

    Schedule J breakdown matched by us

    Base
    $130,693 + $288,704 related
    Bonus
    $0 + $25,000 related
    Other
    $0
    Deferred
    $26,125 + $13,375 related
    Nontaxable benefits
    $9,703 + $29,486 related
    Filer's total
    $166,521 + $356,565 related

  • CHRISTINA CAMPOS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • RICHARD LUARKIE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • JENNIFER CRYSLER

    CFO/CORPORATE TREASURER

    Total calculated
    $317,301
    From this org
    $125,272
    From related orgs
    $149,347
    Other
    $42,682
    Hours/week
    30 + 10 related

    Schedule J breakdown matched by us

    Base
    $75,272 + $134,347 related
    Bonus
    $50,000 + $15,000 related
    Other
    $0
    Deferred
    $22,414 + $7,521 related
    Nontaxable benefits
    $3,167 + $9,580 related
    Filer's total
    $150,853 + $166,448 related

  • LISA ESTRADA

    CORPORATE SECRETARY (THRU 10/13/23)

    Total calculated
    $195,969
    From this org
    $0
    From related orgs
    $173,490
    Other
    $22,479
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $85,423 related
    Bonus
    $0
    Other
    $0 + $88,067 related
    Deferred
    $0 + $3,750 related
    Nontaxable benefits
    $0 + $18,729 related
    Filer's total
    $0 + $195,969 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
  • 4a · Severance or change-of-control payment
  • 7 · Other non-fixed payments

Answered no

  • 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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 4A
LISA ESTRADA RECEIVED A SEVERANCE PAYMENT OF $88,067 FROM ANCHORUM HEALTH FOUNDATION'S RELATED ORGANIZATION, ANCHORUM ST. VINCENT.
PART I, LINE 7
THE EXECUTIVE TEAM, AS PART OF THEIR COMPENSATION PACKAGE, ARE ENTITLED TO EARN AND RECEIVE DISCRETIONARY, INCENTIVE BONUSES FOR MEETING ANNUAL ORGANIZATIONAL AND TEAM GOALS. GOALS FOR THE EXECUTIVE STAFF ARE MEMORIALIZED, MONITORED, AND EVALUATED ANNUALLY BY THE BOARD OF DIRECTORS, AND THE DISCRETIONARY BONUS AWARDS, IF ANY, ARE APPROVED BY THE BOARD OF DIRECTORS. ADDITIONALLY, SEVERAL SENIOR MEMBERS OF THE EXECUTIVE TEAM ARE ENTITLED TO A NONQUALIFIED RETENTION PAYMENT, WHICH IS ACCRUED ANNUALLY AND WILL BE PAID IN THE FUTURE SHOULD THE EMPLOYEE COMPLETE THE CONTRACT TERM.

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

The 10 largest by cash amount. The API serves every itemized grant.

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.

  • ANCHORUM ST VINCENT

    501(C)(3) · SUPPORTING ORGANIZATION · NM · controlled entity

    Directly controlled by ANCHORUM HEALTH FOUNDATION

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.

  • ANCHORUM VENTURES LLC

    INCUBATOR ORGANIZATION FOR NEW JOINT VENTURES · NM · income $164 · assets $40,009

    Directly controlled by ANCHORUM HEALTH FOUNDATION

  • ANCHORUM CLINICAL SUPPORT FUND LLC

    CUSTODIAN OF FUNDS INVESTED TO SUPPORT CHRISTUS ST. VINCENT REGIONAL MEDICAL · NM · income $109,157,590 · assets $89,162,590

    Directly controlled by ANCHORUM HEALTH FOUNDATION

Provenance

Return type
form_990
Tax year
2023
Filed
8 May 2025
IRS schema version
2023v6.0
Source object
202541329349303384

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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